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 |
| BORGWARNER | COM | 099724106 | 6,034 | 59,512 | SH | SOLE | 59,512 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 9,318 | 212,020 | SH | SOLE | 212,020 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 1,495 | 64,650 | SH | SOLE | 64,650 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NEW | COM | 19122T109 | 3,614 | 89,870 | SH | SOLE | 89,870 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 6,018 | 106,400 | SH | SOLE | 106,400 | 0 | 0 | ||
| EBAY | COM | 278642103 | 7,196 | 128,976 | SH | SOLE | 128,976 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 8,062 | 115,338 | SH | SOLE | 115,338 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,391 | 47,600 | SH | SOLE | 47,600 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 2,855 | 56,790 | SH | SOLE | 56,790 | 0 | 0 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 8,467 | 214,901 | SH | SOLE | 214,901 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 5,985 | 6,833 | SH | SOLE | 6,833 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 7,090 | 93,479 | SH | SOLE | 93,479 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 5,321 | 102,945 | SH | SOLE | 102,945 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 3,941 | 36,041 | SH | SOLE | 36,041 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 1,980 | 209,950 | SH | SOLE | 209,950 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 1,466 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,121 | 70,020 | SH | SOLE | 70,020 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,160 | 170,233 | SH | SOLE | 170,233 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 6,985 | 10,382 | SH | SOLE | 10,382 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 5,528 | 52,970 | SH | SOLE | 52,970 | 0 | 0 | ||
| PROCTER & GAMBLE | COM | 742718109 | 4,970 | 65,755 | SH | SOLE | 65,755 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 9,431 | 241,643 | SH | SOLE | 241,643 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 6,589 | 36,170 | SH | SOLE | 36,170 | 0 | 0 | ||
| TERADATA CORP DEL | COM | 88076W103 | 4,820 | 86,935 | SH | SOLE | 86,935 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 3,384 | 114,754 | SH | SOLE | 114,754 | 0 | 0 | ||
| TORNIER N V | SHS | N87237108 | 1,074 | 55,536 | SH | SOLE | 55,536 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 5,941 | 193,460 | SH | SOLE | 193,460 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 5,399 | 45,195 | SH | SOLE | 45,195 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 7,775 | 108,908 | SH | SOLE | 108,908 | 0 | 0 | ||