The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 7,559 | 122,967 | SH | SOLE | 122,967 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 6,248 | 131,188 | SH | SOLE | 131,188 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NEW | COM | 19122T109 | 3,240 | 67,837 | SH | SOLE | 67,837 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 7,243 | 191,310 | SH | SOLE | 191,310 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 6,410 | 101,508 | SH | SOLE | 101,508 | 0 | 0 | ||
| EBAY | COM | 278642103 | 7,292 | 132,013 | SH | SOLE | 132,013 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 8,393 | 125,497 | SH | SOLE | 125,497 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 7,198 | 145,995 | SH | SOLE | 145,995 | 0 | 0 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 11,158 | 262,407 | SH | SOLE | 262,407 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 9,221 | 8,274 | SH | SOLE | 8,274 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 7,985 | 100,905 | SH | SOLE | 100,905 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 7,073 | 116,512 | SH | SOLE | 116,512 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 3,586 | 35,137 | SH | SOLE | 35,137 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 2,000 | 165,680 | SH | SOLE | 165,680 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 1,506 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 9,659 | 172,426 | SH | SOLE | 172,426 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 6,322 | 84,634 | SH | SOLE | 84,634 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 6,429 | 56,510 | SH | SOLE | 56,510 | 0 | 0 | ||
| PROCTER & GAMBLE | COM | 742718109 | 4,585 | 56,890 | SH | SOLE | 56,890 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 10,218 | 243,579 | SH | SOLE | 243,579 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 10,273 | 63,837 | SH | SOLE | 63,837 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 8,224 | 41,721 | SH | SOLE | 41,721 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 2,114 | 136,845 | SH | SOLE | 136,845 | 0 | 0 | ||
| TORNIER N V | SHS | N87237108 | 960 | 45,220 | SH | SOLE | 45,220 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 9,107 | 204,049 | SH | SOLE | 204,049 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 2,268 | 23,273 | SH | SOLE | 23,273 | 0 | 0 | ||