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 | 5,614 | 86,119 | SH | SOLE | 86,119 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 4,004 | 86,258 | SH | SOLE | 86,258 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 6,646 | 176,530 | SH | SOLE | 176,530 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 2,435 | 35,715 | SH | SOLE | 35,715 | 0 | 0 | ||
| CAPELLA EDUCATION COMPANY | COM | 139594105 | 3,959 | 72,788 | SH | SOLE | 72,788 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 6,072 | 124,152 | SH | SOLE | 124,152 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 1,973 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
| EBAY | COM | 278642103 | 4,006 | 80,032 | SH | SOLE | 80,032 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 8,602 | 115,838 | SH | SOLE | 115,838 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 5,887 | 118,960 | SH | SOLE | 118,960 | 0 | 0 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 8,677 | 215,146 | SH | SOLE | 215,146 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 3,200 | 91,040 | SH | SOLE | 91,040 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 4,125 | 7,056 | SH | SOLE | 7,056 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 4,059 | 7,056 | SH | SOLE | 7,056 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 7,097 | 87,666 | SH | SOLE | 87,666 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 5,512 | 95,659 | SH | SOLE | 95,659 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 3,336 | 31,027 | SH | SOLE | 31,027 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 979 | 96,471 | SH | SOLE | 96,471 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 1,478 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,788 | 121,491 | SH | SOLE | 121,491 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 3,868 | 52,644 | SH | SOLE | 52,644 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 5,655 | 45,333 | SH | SOLE | 45,333 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 9,055 | 189,664 | SH | SOLE | 189,664 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 8,652 | 53,842 | SH | SOLE | 53,842 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 7,010 | 33,881 | SH | SOLE | 33,881 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 1,957 | 128,003 | SH | SOLE | 128,003 | 0 | 0 | ||
| TORNIER N V | SHS | N87237108 | 1,057 | 45,220 | SH | SOLE | 45,220 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 6,969 | 169,689 | SH | SOLE | 169,689 | 0 | 0 | ||
| ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 2,200 | 15,920 | SH | SOLE | 15,920 | 0 | 0 | ||