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 |
| 3m Company | COM | 88579Y101 | 39,953 | 243,139 | SH | SOLE | 39,953 | 0 | 0 | ||
| Aegion Corp. | COM | 00770F104 | 8,075 | 433,889 | SH | SOLE | 8,075 | 0 | 0 | ||
| Agrium Inc | COM | 008916108 | 26,483 | 279,588 | SH | SOLE | 26,483 | 0 | 0 | ||
| Bank Of New York Co Inc | COM | 064058100 | 44,869 | 1,105,970 | SH | SOLE | 44,869 | 0 | 0 | ||
| Cardiovascular Systems, I | COM | 141619106 | 2,704 | 89,905 | SH | SOLE | 2,704 | 0 | 0 | ||
| Chicago Bridge & Iron | COM | 167250109 | 29,798 | 709,803 | SH | SOLE | 29,798 | 0 | 0 | ||
| Cisco Systems Inc | COM | 17275R102 | 46,630 | 1,676,427 | SH | SOLE | 46,630 | 0 | 0 | ||
| Corning Inc | COM | 219350105 | 39,761 | 1,734,010 | SH | SOLE | 39,761 | 0 | 0 | ||
| Du Pont E I De Nemour&Co | COM | 263534109 | 44,284 | 598,919 | SH | SOLE | 44,284 | 0 | 0 | ||
| Fedex Corporation | COM | 31428X106 | 44,747 | 257,672 | SH | SOLE | 44,747 | 0 | 0 | ||
| Ingersoll Rand Co Cl A | SHS | G47791101 | 22,109 | 348,782 | SH | SOLE | 22,109 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 41,056 | 1,131,320 | SH | SOLE | 41,056 | 0 | 0 | ||
| Itron Inc. | COM | 465741106 | 16,983 | 401,595 | SH | SOLE | 16,983 | 0 | 0 | ||
| N C R Corp New | COM | 62886E108 | 40,424 | 1,387,223 | SH | SOLE | 40,424 | 0 | 0 | ||
| On Assignment, Inc | COM | 682159108 | 15,960 | 480,860 | SH | SOLE | 15,960 | 0 | 0 | ||
| Popular Inc | COM NEW | 733174700 | 24,431 | 717,508 | SH | SOLE | 24,431 | 0 | 0 | ||
| Precision Castparts Corp | COM | 740189105 | 28,687 | 119,091 | SH | SOLE | 28,687 | 0 | 0 | ||
| Sony Corp | ADR NEW | 835699307 | 31,723 | 1,549,753 | SH | SOLE | 31,723 | 0 | 0 | ||
| Stanley Black & Decker | COM | 854502101 | 30,772 | 320,277 | SH | SOLE | 30,772 | 0 | 0 | ||
| Terex Corp | COM | 880779103 | 25,363 | 909,719 | SH | SOLE | 25,363 | 0 | 0 | ||
| Teva Pharm Inds Ltd Adrf | ADR | 881624209 | 41,992 | 730,176 | SH | SOLE | 41,992 | 0 | 0 | ||
| Wabtec Corp. | COM | 929740108 | 29,092 | 334,815 | SH | SOLE | 29,092 | 0 | 0 | ||
| Xylem Inc. | COM | 98419M100 | 33,434 | 878,231 | SH | SOLE | 33,434 | 0 | 0 | ||