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 | 6,655 | 119,024 | SH | SOLE | 119,024 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 7,660 | 158,700 | SH | SOLE | 158,700 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NEW | COM | 19122T109 | 3,498 | 79,270 | SH | SOLE | 79,270 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 6,651 | 100,100 | SH | SOLE | 100,100 | 0 | 0 | ||
| EBAY | COM | 278642103 | 7,747 | 141,196 | SH | SOLE | 141,196 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 8,992 | 119,378 | SH | SOLE | 119,378 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 7,100 | 149,440 | SH | SOLE | 149,440 | 0 | 0 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 11,443 | 256,346 | SH | SOLE | 256,346 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 7,826 | 6,983 | SH | SOLE | 6,983 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 1,139 | 29,150 | SH | SOLE | 29,150 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 8,465 | 102,809 | SH | SOLE | 102,809 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 6,725 | 114,995 | SH | SOLE | 114,995 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 4,463 | 36,041 | SH | SOLE | 36,041 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 2,885 | 194,650 | SH | SOLE | 194,650 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 1,526 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,753 | 29,700 | SH | SOLE | 29,700 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 8,401 | 170,233 | SH | SOLE | 170,233 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 8,674 | 10,382 | SH | SOLE | 10,382 | 0 | 0 | ||
| 3M CO | COM | 88579Y101 | 1,121 | 7,995 | SH | SOLE | 7,995 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 6,174 | 52,970 | SH | SOLE | 52,970 | 0 | 0 | ||
| PROCTER & GAMBLE | COM | 742718109 | 5,353 | 65,755 | SH | SOLE | 65,755 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 9,874 | 235,143 | SH | SOLE | 235,143 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 10,480 | 59,355 | SH | SOLE | 59,355 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 7,703 | 41,980 | SH | SOLE | 41,980 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 3,208 | 177,549 | SH | SOLE | 177,549 | 0 | 0 | ||
| TORNIER N V | SHS | N87237108 | 1,044 | 55,536 | SH | SOLE | 55,536 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 8,062 | 213,120 | SH | SOLE | 213,120 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 3,940 | 40,818 | SH | SOLE | 40,818 | 0 | 0 | ||