The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Hologic Inc., 2.00%, due 12/15/37 CONVERTIBLE 436440AA9 1,001 1,000,000 SH   SOLE   1,001 0 0
Apple Inc. COMMON STOCK 037833100 298,324 625,745 SH   SOLE   298,324 0 0
Abbott Laboratories COMMON STOCK 002824100 15,765 475,000 SH   SOLE   15,765 0 0
Accenture PLC COMMON STOCK G1151C101 11,059 150,170 SH   SOLE   11,059 0 0
Adobe Systems Inc. COMMON STOCK 00724F101 5,194 100,000 SH   SOLE   5,194 0 0
Autodesk Inc. COMMON STOCK 052769106 39,437 957,900 SH   SOLE   39,437 0 0
ADT Corp. COMMON STOCK 00101J106 10,572 260,000 SH   SOLE   10,572 0 0
Air Lease Corp. COMMON STOCK 00912X302 34,109 1,233,161 SH   SOLE   34,109 0 0
Altera Corp. COMMON STOCK 021441100 14,864 400,000 SH   SOLE   14,864 0 0
Applied Materials COMMON STOCK 038222105 365,699 20,849,427 SH   SOLE   365,699 0 0
Blount International COMMON STOCK 095180105 32,136 2,653,700 SH   SOLE   32,136 0 0
Cardinal Health Inc. COMMON STOCK 14149Y108 12,281 235,500 SH   SOLE   12,281 0 0
Cameron Int'l Corp. COMMON STOCK 13342B105 4,611 79,000 SH   SOLE   4,611 0 0
Calgon Carbon Corp. COMMON STOCK 129603106 25,940 1,365,971 SH   SOLE   25,940 0 0
Check Point Software COMMON STOCK M22465104 3,226 57,036 SH   SOLE   3,226 0 0
C.H. Robinson Inc. COMMON STOCK 12541W209 364,778 6,124,553 SH   SOLE   364,778 0 0
Cigna Corp. COMMON STOCK 125509109 7,686 100,000 SH   SOLE   7,686 0 0
Ciena Corp. COMMON STOCK 171779309 61,402 2,458,027 SH   SOLE   61,402 0 0
Checkpoint Systems I COMMON STOCK 162825103 25,221 1,510,211 SH   SOLE   25,221 0 0
Compass Minerals COMMON STOCK 20451N101 185,611 2,433,599 SH   SOLE   185,611 0 0
Capital One Fin Corp COMMON STOCK 14040H105 42,619 620,000 SH   SOLE   42,619 0 0
Coach Inc. COMMON STOCK 189754104 3,708 68,000 SH   SOLE   3,708 0 0
Compuware Corp. COMMON STOCK 205638109 6,398 571,289 SH   SOLE   6,398 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 4,684 200,000 SH   SOLE   4,684 0 0
Citrix Systems Inc. COMMON STOCK 177376100 7,873 111,500 SH   SOLE   7,873 0 0
CVS Caremark Corp. COMMON STOCK 126650100 178,974 3,153,735 SH   SOLE   178,974 0 0
Concho Resources Inc COMMON STOCK 20605P101 3,155 29,000 SH   SOLE   3,155 0 0
Deere & Co. COMMON STOCK 244199105 4,070 50,000 SH   SOLE   4,070 0 0
DR Horton Inc. COMMON STOCK 23331A109 15,738 810,000 SH   SOLE   15,738 0 0
Ecolab Inc. COMMON STOCK 278865100 2,074 21,000 SH   SOLE   2,074 0 0
Equifax Inc. COMMON STOCK 294429105 3,890 65,000 SH   SOLE   3,890 0 0
Energen Corp. COMMON STOCK 29265N108 175,900 2,302,660 SH   SOLE   175,900 0 0
Express Scripts Hldg COMMON STOCK 30219G108 13,592 220,000 SH   SOLE   13,592 0 0
Edwards Lifesciences COMMON STOCK 28176E108 10,445 150,000 SH   SOLE   10,445 0 0
Expeditors Intl Inc. COMMON STOCK 302130109 251,413 5,706,145 SH   SOLE   251,413 0 0
Energy XXI (Bermuda) COMMON STOCK G10082140 24,383 807,394 SH   SOLE   24,383 0 0
EZchip Semiconductor COMMON STOCK M4146Y108 40,576 1,646,746 SH   SOLE   40,576 0 0
First American Fincl COMMON STOCK 31847R102 32,956 1,353,413 SH   SOLE   32,956 0 0
FedEx Corp. COMMON STOCK 31428X106 6,847 60,000 SH   SOLE   6,847 0 0
First Horizon Ntl. COMMON STOCK 320517105 36,779 3,346,629 SH   SOLE   36,779 0 0
Fiserv Inc. COMMON STOCK 337738108 4,042 40,000 SH   SOLE   4,042 0 0
Finisar Corp. COMMON STOCK 31787A507 53,269 2,353,919 SH   SOLE   53,269 0 0
AGL Resources Inc. COMMON STOCK 001204106 87,842 1,908,357 SH   SOLE   87,842 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 163,571 2,602,970 SH   SOLE   163,571 0 0
Corning Inc. COMMON STOCK 219350105 11,672 800,000 SH   SOLE   11,672 0 0
Gentex Corp. COMMON STOCK 371901109 31,139 1,216,853 SH   SOLE   31,139 0 0
Google Inc. COMMON STOCK 38259P508 157,852 180,215 SH   SOLE   157,852 0 0
Harman International COMMON STOCK 413086109 13,723 207,202 SH   SOLE   13,723 0 0
Harmonic Inc. COMMON STOCK 413160102 19,822 2,577,606 SH   SOLE   19,822 0 0
Intel Corp. COMMON STOCK 458140100 23,608 1,030,000 SH   SOLE   23,608 0 0
Intuit Inc. COMMON STOCK 461202103 37,100 559,500 SH   SOLE   37,100 0 0
Intrepid Potash Inc. COMMON STOCK 46121Y102 19,167 1,222,393 SH   SOLE   19,167 0 0
Iron Mountain Inc. COMMON STOCK 462846106 221,077 8,181,982 SH   SOLE   221,077 0 0
InterMune Inc. COMMON STOCK 45884X103 20,223 1,315,768 SH   SOLE   20,223 0 0
Nordstrom Inc. COMMON STOCK 655664100 3,934 70,000 SH   SOLE   3,934 0 0
Lam Research Corp. COMMON STOCK 512807108 8,958 175,000 SH   SOLE   8,958 0 0
MasterCard Inc. COMMON STOCK 57636Q104 185,233 275,325 SH   SOLE   185,233 0 0
MICROS Systems Inc. COMMON STOCK 594901100 29,787 596,451 SH   SOLE   29,787 0 0
Mondelez Int'l Inc. COMMON STOCK 609207105 283,089 9,009,820 SH   SOLE   283,089 0 0
MDU Resources Group COMMON STOCK 552690109 201,496 7,203,989 SH   SOLE   201,496 0 0
McCormick & Co. COMMON STOCK 579780206 108,931 1,683,633 SH   SOLE   108,931 0 0
MRC Global Inc. COMMON STOCK 55345K103 26,516 989,410 SH   SOLE   26,516 0 0
Motorola Solutions COMMON STOCK 620076307 288,045 4,850,872 SH   SOLE   288,045 0 0
Noble Corp. COMMON STOCK H5833N103 4,835 128,000 SH   SOLE   4,835 0 0
Nat'l Oilwell Varco COMMON STOCK 637071101 222,487 2,848,375 SH   SOLE   222,487 0 0
Insperity Inc. COMMON STOCK 45778Q107 23,405 622,472 SH   SOLE   23,405 0 0
Novo-Nordisk (ADR) COMMON STOCK 670100205 2,538 15,000 SH   SOLE   2,538 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 156,265 2,037,090 SH   SOLE   156,265 0 0
Northwest NaturalGas COMMON STOCK 667655104 70,062 1,668,935 SH   SOLE   70,062 0 0
Orient-Express Hotel COMMON STOCK G67743107 13,293 1,024,093 SH   SOLE   13,293 0 0
Paychex Inc. COMMON STOCK 704326107 145,557 3,581,625 SH   SOLE   145,557 0 0
Patterson Companies COMMON STOCK 703395103 133,769 3,327,580 SH   SOLE   133,769 0 0
PepsiCo Inc. COMMON STOCK 713448108 196,975 2,477,670 SH   SOLE   196,975 0 0
Procter & Gamble Co. COMMON STOCK 742718109 263,354 3,483,980 SH   SOLE   263,354 0 0
PulteGroup Inc. COMMON STOCK 745867101 36,038 2,184,147 SH   SOLE   36,038 0 0
PMC-Sierra Inc. COMMON STOCK 69344F106 21,374 3,228,768 SH   SOLE   21,374 0 0
Pentair Ltd. COMMON STOCK H6169Q108 214,823 3,308,022 SH   SOLE   214,823 0 0
Praxair Inc. COMMON STOCK 74005P104 120,354 1,001,200 SH   SOLE   120,354 0 0
QUALCOMM Inc. COMMON STOCK 747525103 224,297 3,329,830 SH   SOLE   224,297 0 0
Regal-Beloit Corp. COMMON STOCK 758750103 23,973 352,910 SH   SOLE   23,973 0 0
Roche Holdings (ADR) COMMON STOCK 771195104 21,947 325,000 SH   SOLE   21,947 0 0
Riverbed Technology COMMON STOCK 768573107 70,423 4,826,775 SH   SOLE   70,423 0 0
Charles Schwab Corp. COMMON STOCK 808513105 155,528 7,357,040 SH   SOLE   155,528 0 0
Spectra Energy Corp. COMMON STOCK 847560109 159,971 4,673,416 SH   SOLE   159,971 0 0
SEI Investments Co. COMMON STOCK 784117103 4,637 150,000 SH   SOLE   4,637 0 0
Shaw Communications COMMON STOCK 82028K200 163,271 7,025,434 SH   SOLE   163,271 0 0
Scripps Networks COMMON STOCK 811065101 2,812 36,000 SH   SOLE   2,812 0 0
Synopsys Inc. COMMON STOCK 871607107 5,467 145,000 SH   SOLE   5,467 0 0
Simpson Manufact Co. COMMON STOCK 829073105 6,514 200,000 SH   SOLE   6,514 0 0
Questar Corp. COMMON STOCK 748356102 212,184 9,434,606 SH   SOLE   212,184 0 0
Sysco Corp. COMMON STOCK 871829107 174,038 5,467,735 SH   SOLE   174,038 0 0
TCF Financial Corp. COMMON STOCK 872275102 35,022 2,452,494 SH   SOLE   35,022 0 0
Teradata Corp. COMMON STOCK 88076W103 2,744 49,500 SH   SOLE   2,744 0 0
Teleflex Inc. COMMON STOCK 879369106 136,535 1,659,400 SH   SOLE   136,535 0 0
Target Corp. COMMON STOCK 87612E106 150,520 2,352,610 SH   SOLE   150,520 0 0
Thermon Group Inc. COMMON STOCK 88362T103 13,502 584,258 SH   SOLE   13,502 0 0
Toll Brothers Inc. COMMON STOCK 889478103 17,789 548,549 SH   SOLE   17,789 0 0
Thomson Reuters Corp COMMON STOCK 884903105 207,829 5,936,278 SH   SOLE   207,829 0 0
Trimble Navigation COMMON STOCK 896239100 11,141 375,000 SH   SOLE   11,141 0 0
United Parcel Svc COMMON STOCK 911312106 141,792 1,551,840 SH   SOLE   141,792 0 0
UTi Worldwide Inc. COMMON STOCK G87210103 29,900 1,978,831 SH   SOLE   29,900 0 0
Vivendi SA (ADR) COMMON STOCK 92852T201 11,475 500,000 SH   SOLE   11,475 0 0
Verisk Analytics Inc COMMON STOCK 92345Y106 67,309 1,036,160 SH   SOLE   67,309 0 0
VeriSign Inc. COMMON STOCK 92343E102 7,881 154,859 SH   SOLE   7,881 0 0
WD-40 Co. COMMON STOCK 929236107 73,486 1,132,300 SH   SOLE   73,486 0 0
Wells Fargo & Co. COMMON STOCK 949746101 25,825 625,000 SH   SOLE   25,825 0 0
Waste Management Inc COMMON STOCK 94106L109 200,451 4,860,585 SH   SOLE   200,451 0 0
VCA Antech Inc. COMMON STOCK 918194101 31,445 1,145,118 SH   SOLE   31,445 0 0
W&T Offshore Inc. COMMON STOCK 92922P106 130,347 7,355,936 SH   SOLE   130,347 0 0
DENTSPLY Intl Inc. COMMON STOCK 249030107 4,775 110,000 SH   SOLE   4,775 0 0
Xylem Inc. COMMON STOCK 98419M100 188,748 6,757,902 SH   SOLE   188,748 0 0