The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | COM | 002824100 | 5,700 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| Agrium Inc. | COM | 008916108 | 6,393 | 70,700 | SH | SOLE | 70,700 | 0 | 0 | ||
| Amphenol Corp. | COM | 032095101 | 20,925 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| Anadarko Petroleum Corp. | COM | 032511107 | 10,650 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Banner Corporation | COM | 06652V208 | 1,131 | 26,580 | SH | SOLE | 26,580 | 0 | 0 | ||
| Bed Bath & Beyond, Inc. | COM | 075896100 | 4,322 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Big Lots, Inc. | COM | 089302103 | 13,565 | 270,700 | SH | SOLE | 270,700 | 0 | 0 | ||
| CACI International, Inc. | COM | 127190304 | 3,164 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CVS Health Corp. | COM | 126650100 | 18,391 | 192,090 | SH | SOLE | 192,090 | 0 | 0 | ||
| Charles River Laboratories Int | COM | 159864107 | 12,366 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Check Point Software Technolog | COM | M22465104 | 29,083 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| DeVry Education Group Inc. | COM | 251893103 | 1,516 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| EOG Resources, Inc. | COM | 26875P101 | 28,780 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| FEI Company | COM | 30241L109 | 11,850 | 110,871 | SH | SOLE | 110,871 | 0 | 0 | ||
| FMC Corp. | COM | 302491303 | 16,672 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| FedEx Corp. | COM | 31428X106 | 18,593 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
| Gilead Sciences Inc. | COM | 375558103 | 7,925 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| IPG Photonics Corp. | COM | 44980X109 | 12,248 | 153,100 | SH | SOLE | 153,100 | 0 | 0 | ||
| Interpublic Group of Companies | COM | 460690100 | 19,519 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| MasterCard, Inc. - Class A | COM | 57636Q104 | 22,675 | 257,500 | SH | SOLE | 257,500 | 0 | 0 | ||
| Mohawk Industries, Inc. | COM | 608190104 | 3,036 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| PTC Inc. | COM | 69370C100 | 36,453 | 970,000 | SH | SOLE | 970,000 | 0 | 0 | ||
| Radian Group, Inc. | COM | 750236101 | 5,502 | 527,989 | SH | SOLE | 527,989 | 0 | 0 | ||
| Rockwell Collins, Inc. | COM | 774341101 | 8,514 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Rofin-Sinar Technologies, Inc. | COM | 775043102 | 3,588 | 112,325 | SH | SOLE | 112,325 | 0 | 0 | ||
| Rogers Corp. | COM | 775133101 | 9,929 | 162,500 | SH | SOLE | 162,500 | 0 | 0 | ||
| Ross Stores, Inc. | COM | 778296103 | 21,690 | 382,600 | SH | SOLE | 382,600 | 0 | 0 | ||
| SeaWorld Entertainment, Inc. | COM | 81282V100 | 2,221 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Stone Energy Corp. | COM | 861642304 | 196 | 16,254 | SH | SOLE | 16,254 | 0 | 0 | ||
| Synopsys, Inc. | COM | 871607107 | 43,643 | 807,012 | SH | SOLE | 807,012 | 0 | 0 | ||
| Teradata Corp. | COM | 88076W103 | 6,644 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Time Warner, Inc. | COM | 887317303 | 16,914 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| United Rentals, Inc. | COM | 911363109 | 12,306 | 183,400 | SH | SOLE | 183,400 | 0 | 0 | ||
| Universal Health Services, Inc | COM | 913903100 | 53,751 | 400,827 | SH | SOLE | 400,827 | 0 | 0 | ||
| Varian Medical Systems, Inc. | COM | 92220P105 | 20,582 | 250,300 | SH | SOLE | 250,300 | 0 | 0 | ||
| Willis Towers Watson PLC | COM | G96629103 | 21,384 | 172,025 | SH | SOLE | 172,025 | 0 | 0 | ||
| Yadkin Financial Corp. | COM | 984305102 | 1,930 | 76,913 | SH | SOLE | 76,913 | 0 | 0 | ||
| Zebra Technologies Corp. - Cla | COM | 989207105 | 8,687 | 173,400 | SH | SOLE | 173,400 | 0 | 0 | ||