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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/30/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999
	Name Ticker Class Shares Change Value Change Date BROOKFIELD ASSET MANAGEMENT INC. BAM Common 12,130,802 1,530,997 274,399,000 4,952,000 06/30/2010 O REILLY AUTOMOTIVE INC ORLY Common 4,565,472 -533,494 217,134,000 4,456,000 06/30/2010 INTERNATIONAL BUSINESS MACHINES CORP IBM Call 1,439,200 1,439,200 177,713,000 177,713,000 06/30/2010 LABORATORY CORP OF AMERICA HOLDINGS LH Common 2,009,932 -413,686 151,448,000 -32,044,000 06/30/2010 SHERWIN WILLIAMS CO SHW Common 2,056,596 -136,292 142,296,000 -6,119,000 06/30/2010 IHS Inc. IHS Cl A 2,330,870 143,960 136,169,000 19,235,000 06/30/2010 SIGNET GROUP PLC SIG Common 4,937,434 299,644 135,779,000 -14,207,000 06/30/2010 PATTERSON COMPANIES, INC. PDCO Common 4,750,100 662,989 135,521,000 8,616,000 06/30/2010 DENTSPLY INTERNATIONAL INC /DE/ XRAY Common 3,838,758 927,068 114,817,000 13,257,000 06/30/2010 POLO RALPH LAUREN CORP RL CL A 1,509,289 149,698 110,118,000 -5,502,000 06/30/2010 KIRBY CORP KEX Common 2,728,702 -198,551 104,373,000 -7,302,000 06/30/2010 INTERPUBLIC GROUP OF COMPANIES, INC. IPG Common 14,087,784 2,247,171 100,446,000 1,932,000 06/30/2010 BARD C R INC /NJ/ BCR Common 1,237,014 91,066 95,905,000 -3,357,000 06/30/2010 PERKINELMER INC PKI Common 4,554,733 -215,223 94,146,000 -19,856,000 06/30/2010 C H ROBINSON WORLDWIDE INC CHRW Common 1,659,045 -658,362 92,342,000 -37,085,000 06/30/2010 IDEXX LABORATORIES INC /DE IDXX Common 1,403,188 -113,563 85,454,000 -1,835,000 06/30/2010 SIGMA ALDRICH CORP SIAL Common 1,648,111 1,648,111 82,126,000 82,126,000 06/30/2010 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAB Common 2,045,821 487,228 81,607,000 15,959,000 06/30/2010 APOLLO GROUP INC APOL Common 1,902,716 693,389 80,808,000 6,688,000 06/30/2010 HENRY SCHEIN INC HSIC Common 1,471,799 240,974 80,802,000 8,307,000 06/30/2010 GRACO INC GGG Common 2,658,011 956,903 74,930,000 20,495,000 06/30/2010 COCA COLA CO KO CALL 1,445,700 0 72,459,000 -7,055,000 06/30/2010 Wright Express CORP WXS Common 2,434,610 440,269 72,308,000 12,238,000 06/30/2010 MICROSOFT CORP MSFT Call 3,074,900 -13,100 70,754,000 -19,686,000 06/30/2010 EDUCATION MANAGEMENT CORPORATION EDMC COM 4,462,176 292,347 68,048,000 -23,271,000 06/30/2010 MEREDITH CORP MDP Common 2,180,294 -150,192 67,873,000 -12,319,000 06/30/2010 JONES LANG LASALLE INC JLL Common 899,249 -921,278 59,026,000 -73,672,000 06/30/2010 HEWLETT PACKARD CO HPQ Common 1,357,525 1,357,525 58,754,000 58,754,000 06/30/2010 MICROSOFT CORP MSFT Common 2,527,944 416,160 58,168,000 -3,681,000 06/30/2010 ATHENAHEALTH INC ATHN Common 2,207,302 1,923,407 57,677,000 47,298,000 06/30/2010 POOL CORP POOL Common 2,472,929 -13,325 54,207,000 -2,081,000 06/30/2010 PERRIGO CO PRGO Common 877,408 877,408 51,829,000 51,829,000 06/30/2010 WYNN RESORTS LTD WYNN   658,400 2,400 50,217,000 472,000 06/30/2010 BLOUNT INTERNATIONAL INC BLT Common 4,734,970 1,580,175 48,628,000 15,944,000 06/30/2010 CHUBB CORP CB Common 962,053 -86,092 48,113,000 -6,233,000 06/30/2010 << Prev     Next >>

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