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 |
Autoliv, Inc. | com | 052800109 | 14,706 | 137,980 | SH | | SOLE | | 14,706 | 0 | 0 |
CBS Corporation | com | 124857202 | 17,151 | 276,005 | SH | | SOLE | | 17,151 | 0 | 0 |
CDW Corporation | com | 12514g108 | 3 | 100 | SH | | SOLE | | 3 | 0 | 0 |
Deckers Outdoor Corp. | com | 243537107 | 286 | 3,310 | SH | | SOLE | | 286 | 0 | 0 |
Ford Motor Co. | com | 345370860 | 17 | 1,000 | SH | | SOLE | | 17 | 0 | 0 |
Gentex Corp. | com | 371901109 | 11,725 | 403,076 | SH | | SOLE | | 11,725 | 0 | 0 |
Lithia Motors Inc. | com | 536797103 | 113 | 1,200 | SH | | SOLE | | 113 | 0 | 0 |
Modine Manufacturing Company | com | 607828100 | 247 | 15,720 | SH | | SOLE | | 247 | 0 | 0 |
Standard Motor Products Inc. | com | 853666105 | 258 | 5,775 | SH | | SOLE | | 258 | 0 | 0 |
The Cheesecake Factory Incorporated | com | 163072101 | 20 | 425 | SH | | SOLE | | 20 | 0 | 0 |
The Walt Disney Company | com | 254687106 | 17 | 200 | SH | | SOLE | | 17 | 0 | 0 |
Toro Company | com | 891092108 | 251 | 3,954 | SH | | SOLE | | 251 | 0 | 0 |
Tyson Foods Inc. | com | 902494103 | 7 | 180 | SH | | SOLE | | 7 | 0 | 0 |
Archer Daniels Midland Company | com | 039483102 | 11,502 | 260,749 | SH | | SOLE | | 11,502 | 0 | 0 |
CVS Caremark Corporation | com | 126650100 | 13,676 | 181,445 | SH | | SOLE | | 13,676 | 0 | 0 |
Diamond Foods, Inc. | com | 252603105 | 211 | 7,480 | SH | | SOLE | | 211 | 0 | 0 |
J&J Snack Foods Corp. | com | 466032109 | 232 | 2,463 | SH | | SOLE | | 232 | 0 | 0 |
Nature's Sunshine Products Inc. | com | 639027101 | 17 | 1,025 | SH | | SOLE | | 17 | 0 | 0 |
Vector Group Ltd. | com | 92240m108 | 226 | 10,942 | SH | | SOLE | | 226 | 0 | 0 |
Baker Hughes Inc. | com | 057224107 | 112 | 1,500 | SH | | SOLE | | 112 | 0 | 0 |
CVR Energy, Inc. | com | 12662p108 | 7 | 135 | SH | | SOLE | | 7 | 0 | 0 |
Chevron Corporation | com | 166764100 | 110 | 842 | SH | | SOLE | | 110 | 0 | 0 |
Contango Oil & Gas Company | com | 21075n204 | 190 | 4,490 | SH | | SOLE | | 190 | 0 | 0 |
Dril-Quip, Inc. | com | 262037104 | 12,379 | 113,323 | SH | | SOLE | | 12,379 | 0 | 0 |
Exxon Mobil Corporation | com | 30231g102 | 10,971 | 108,971 | SH | | SOLE | | 10,971 | 0 | 0 |
Halliburton Company | com | 406216101 | 17,397 | 244,987 | SH | | SOLE | | 17,397 | 0 | 0 |
NextEra Energy, Inc. | com | 65339f101 | 8 | 80 | SH | | SOLE | | 8 | 0 | 0 |
Pengrowth Energy Corporation | com | 70706p104 | 250 | 34,880 | SH | | SOLE | | 250 | 0 | 0 |
Phillips 66 | com | 718546104 | 7 | 82 | SH | | SOLE | | 7 | 0 | 0 |
PowerShares WilderHill Clean Energy | com | 73935x500 | 443 | 64,257 | SH | | SOLE | | 443 | 0 | 0 |
SandRidge Energy, Inc. | com | 80007p307 | 224 | 31,290 | SH | | SOLE | | 224 | 0 | 0 |
Western Refining, Inc. | com | 959319104 | 5 | 140 | SH | | SOLE | | 5 | 0 | 0 |
American International Group, Inc. | com | 026874784 | 14,692 | 269,176 | SH | | SOLE | | 14,692 | 0 | 0 |
Amtrust Financial Services | com | 032359309 | 6 | 140 | SH | | SOLE | | 6 | 0 | 0 |
Annaly Capital Management, Inc. | com | 035710409 | 6 | 520 | SH | | SOLE | | 6 | 0 | 0 |
Assured Guaranty Ltd. | com | g0585r106 | 6 | 250 | SH | | SOLE | | 6 | 0 | 0 |
Bank of America Corporation | com | 060505104 | 12,041 | 783,413 | SH | | SOLE | | 12,041 | 0 | 0 |
Berkshire Hathaway, Inc. Class B | com | 084670702 | 25 | 200 | SH | | SOLE | | 25 | 0 | 0 |
Chemical Financial Corporation | com | 163731102 | 204 | 7,255 | SH | | SOLE | | 204 | 0 | 0 |
Citigroup Inc. | com | 172967424 | 5 | 98 | SH | | SOLE | | 5 | 0 | 0 |
Equity Residential | com | 29476l107 | 11,368 | 180,437 | SH | | SOLE | | 11,368 | 0 | 0 |
Hingham Institution for Savings | com | 433323102 | 40 | 500 | SH | | SOLE | | 40 | 0 | 0 |
Istar Financial, Inc. | com | 45031u101 | 263 | 17,555 | SH | | SOLE | | 263 | 0 | 0 |
MasterCard Incorporated | com | 57636q104 | 14,016 | 190,765 | SH | | SOLE | | 14,016 | 0 | 0 |
Moody's Corporation | com | 615369105 | 17,331 | 197,712 | SH | | SOLE | | 17,331 | 0 | 0 |
Old Republic International Corporation | com | 680223104 | 223 | 13,478 | SH | | SOLE | | 223 | 0 | 0 |
Old Second Bancorp Inc. | com | 680277100 | 1 | 300 | SH | | SOLE | | 1 | 0 | 0 |
SPDR Dow Jones REIT ETF | com | 78464a607 | 465 | 5,601 | SH | | SOLE | | 465 | 0 | 0 |
SPDR S&P Regional Banking ETF | com | 78464a698 | 22 | 555 | SH | | SOLE | | 22 | 0 | 0 |
The Bank of New York Mellon Corporation | com | 064058100 | 608 | 16,210 | SH | | SOLE | | 608 | 0 | 0 |
Two Harbors Investment Corp | com | 90187b101 | 6 | 600 | SH | | SOLE | | 6 | 0 | 0 |
iShares US Broker-Dealers | com | 464288794 | 23 | 610 | SH | | SOLE | | 23 | 0 | 0 |
Amgen Inc. | com | 031162100 | 13,278 | 112,171 | SH | | SOLE | | 13,278 | 0 | 0 |
Boston Scientific Corporation | com | 101137107 | 11,081 | 867,708 | SH | | SOLE | | 11,081 | 0 | 0 |
Bristol-Myers Squibb Company | com | 110122108 | 8,893 | 183,319 | SH | | SOLE | | 8,893 | 0 | 0 |
C.R. Bard Incorporated | com | 067383109 | 7 | 50 | SH | | SOLE | | 7 | 0 | 0 |
CONMED Corporation | com | 207410101 | 220 | 4,987 | SH | | SOLE | | 220 | 0 | 0 |
Centene Corp. | com | 15135b101 | 268 | 3,550 | SH | | SOLE | | 268 | 0 | 0 |
Gilead Sciences Inc. | com | 375558103 | 20,278 | 244,573 | SH | | SOLE | | 20,278 | 0 | 0 |
Health Care Select Sector SPDR | com | 81369y209 | 468 | 7,694 | SH | | SOLE | | 468 | 0 | 0 |
Hospira Inc. | com | 441060100 | 12,675 | 246,739 | SH | | SOLE | | 12,675 | 0 | 0 |
Humana Inc. | com | 444859102 | 14,699 | 115,084 | SH | | SOLE | | 14,699 | 0 | 0 |
Invacare Corporation | com | 461203101 | 201 | 10,935 | SH | | SOLE | | 201 | 0 | 0 |
Medtronic, Inc. | com | 585055106 | 355 | 5,565 | SH | | SOLE | | 355 | 0 | 0 |
Myriad Genetics, Inc. | com | 62855j104 | 7 | 175 | SH | | SOLE | | 7 | 0 | 0 |
SPDR S&P Pharmaceuticals ETF | com | 78464a722 | 26 | 250 | SH | | SOLE | | 26 | 0 | 0 |
St. Jude Medical Inc Com | com | 790849103 | 659 | 9,522 | SH | | SOLE | | 659 | 0 | 0 |
Techne Corp. | com | 878377100 | 2 | 24 | SH | | SOLE | | 2 | 0 | 0 |
UnitedHealth Group Incorporated | com | 91324p102 | 7 | 80 | SH | | SOLE | | 7 | 0 | 0 |
VCA Antech Inc. | com | 918194101 | 548 | 15,615 | SH | | SOLE | | 548 | 0 | 0 |
Vertex Pharmaceuticals Incorporated | com | 92532f100 | 10 | 110 | SH | | SOLE | | 10 | 0 | 0 |
Wright Medical Group Inc. | com | 98235t107 | 232 | 7,395 | SH | | SOLE | | 232 | 0 | 0 |
iShares Nasdaq Biotechnology | com | 464287556 | 26 | 100 | SH | | SOLE | | 26 | 0 | 0 |
3M Company | com | 88579y101 | 11,159 | 77,903 | SH | | SOLE | | 11,159 | 0 | 0 |
Argan, Inc. | com | 04010e109 | 8 | 220 | SH | | SOLE | | 8 | 0 | 0 |
Belden Inc. | com | 077454106 | 11,564 | 147,947 | SH | | SOLE | | 11,564 | 0 | 0 |
Caterpillar, Inc | com | 149123101 | 10,699 | 98,456 | SH | | SOLE | | 10,699 | 0 | 0 |
Cintas Corporation | com | 172908105 | 14,337 | 225,639 | SH | | SOLE | | 14,337 | 0 | 0 |
Convergys Corporation | com | 212485106 | 12,400 | 578,355 | SH | | SOLE | | 12,400 | 0 | 0 |
Cummins, Inc. | com | 231021106 | 139 | 900 | SH | | SOLE | | 139 | 0 | 0 |
Elbit Systems Ltd. | com | m3760d101 | 6 | 100 | SH | | SOLE | | 6 | 0 | 0 |
Esterline Technologies Corp. | com | 297425100 | 208 | 1,805 | SH | | SOLE | | 208 | 0 | 0 |
Federal Signal Corp. | com | 313855108 | 6 | 410 | SH | | SOLE | | 6 | 0 | 0 |
Franklin Electric Co., Inc. | com | 353514102 | 187 | 4,640 | SH | | SOLE | | 187 | 0 | 0 |
GenCorp Inc. | com | 368682100 | 226 | 11,840 | SH | | SOLE | | 226 | 0 | 0 |
General Electric Company | com | 369604103 | 26 | 1,000 | SH | | SOLE | | 26 | 0 | 0 |
Grand Canyon Education, Inc. | com | 38526m106 | 270 | 5,875 | SH | | SOLE | | 270 | 0 | 0 |
Heartland Express, Inc. | com | 422347104 | 213 | 9,991 | SH | | SOLE | | 213 | 0 | 0 |
Hexcel Corp. | com | 428291108 | 602 | 14,715 | SH | | SOLE | | 602 | 0 | 0 |
Illinois Tool Works Inc. | com | 452308109 | 417 | 4,760 | SH | | SOLE | | 417 | 0 | 0 |
Industrial Select Sector SPDR | com | 81369y704 | 24 | 440 | SH | | SOLE | | 24 | 0 | 0 |
Northrop Grumman Corporation | com | 666807102 | 6 | 50 | SH | | SOLE | | 6 | 0 | 0 |
Polycom, Inc. | com | 73172k104 | 218 | 17,388 | SH | | SOLE | | 218 | 0 | 0 |
Raytheon Co. | com | 755111507 | 14,025 | 152,032 | SH | | SOLE | | 14,025 | 0 | 0 |
Shiloh Industries Inc. | com | 824543102 | 6 | 330 | SH | | SOLE | | 6 | 0 | 0 |
United Technologies Corp. | com | 913017109 | 12,204 | 105,708 | SH | | SOLE | | 12,204 | 0 | 0 |
WEX Inc. | com | 96208t104 | 671 | 6,395 | SH | | SOLE | | 671 | 0 | 0 |
Westinghouse Air Brake Technologies Corp. | com | 929740108 | 281 | 3,405 | SH | | SOLE | | 281 | 0 | 0 |
iShares US Aerospace & Defense | com | 464288760 | 23 | 210 | SH | | SOLE | | 23 | 0 | 0 |
Apple Inc. | com | 037833100 | 7 | 77 | SH | | SOLE | | 7 | 0 | 0 |
Atmel Corporation | com | 049513104 | 239 | 25,552 | SH | | SOLE | | 239 | 0 | 0 |
EMC Corporation | com | 268648102 | 32 | 1,200 | SH | | SOLE | | 32 | 0 | 0 |
Ebix Inc. | com | 278715206 | 6 | 400 | SH | | SOLE | | 6 | 0 | 0 |
First Trust ISE Cloud Computing Index | com | 33734x192 | 24 | 870 | SH | | SOLE | | 24 | 0 | 0 |
Hewlett-Packard Company | com | 428236103 | 256 | 7,606 | SH | | SOLE | | 256 | 0 | 0 |
Informatica Corporation | com | 45666q102 | 9,976 | 279,838 | SH | | SOLE | | 9,976 | 0 | 0 |
Intel Corporation | com | 458140100 | 7 | 230 | SH | | SOLE | | 7 | 0 | 0 |
International Rectifier Corporation | com | 460254105 | 13,103 | 469,647 | SH | | SOLE | | 13,103 | 0 | 0 |
Microsoft Corporation | com | 594918104 | 10,268 | 246,239 | SH | | SOLE | | 10,268 | 0 | 0 |
N C R Corp. | com | 62886e108 | 15 | 414 | SH | | SOLE | | 15 | 0 | 0 |
Photronics Inc. | com | 719405102 | 212 | 24,705 | SH | | SOLE | | 212 | 0 | 0 |
PowerShares S&P SmallCap Info Tech | com | 73937b860 | 24 | 505 | SH | | SOLE | | 24 | 0 | 0 |
Riverbed Technology, Inc. | com | 768573107 | 225 | 10,909 | SH | | SOLE | | 225 | 0 | 0 |
Safeguard Scientifics, Inc. | com | 786449207 | 222 | 10,665 | SH | | SOLE | | 222 | 0 | 0 |
SanDisk Corp. | com | 80004c101 | 18,128 | 173,594 | SH | | SOLE | | 18,128 | 0 | 0 |
Sapient Corp. | com | 803062108 | 207 | 12,715 | SH | | SOLE | | 207 | 0 | 0 |
Skyworks Solutions Inc. | com | 83088m102 | 19 | 410 | SH | | SOLE | | 19 | 0 | 0 |
Teradata Corporation | com | 88076w103 | 14 | 354 | SH | | SOLE | | 14 | 0 | 0 |
VMware, Inc. | com | 928563402 | 11,404 | 117,796 | SH | | SOLE | | 11,404 | 0 | 0 |
iShares North American Tech-Software | com | 464287515 | 445 | 5,170 | SH | | SOLE | | 445 | 0 | 0 |
Ashland Inc. | com | 044209104 | 13,980 | 128,566 | SH | | SOLE | | 13,980 | 0 | 0 |
CF Industries Holdings, Inc. | com | 125269100 | 6 | 25 | SH | | SOLE | | 6 | 0 | 0 |
Carpenter Technology Corp. | com | 144285103 | 205 | 3,235 | SH | | SOLE | | 205 | 0 | 0 |
Dynamic Materials Corp. | com | 267888105 | 211 | 9,540 | SH | | SOLE | | 211 | 0 | 0 |
E. I. du Pont de Nemours and Company | com | 263534109 | 10,379 | 158,609 | SH | | SOLE | | 10,379 | 0 | 0 |
Mueller Industries Inc. | com | 624756102 | 6 | 210 | SH | | SOLE | | 6 | 0 | 0 |
Sealed Air Corporation | com | 81211k100 | 2 | 60 | SH | | SOLE | | 2 | 0 | 0 |
The Dow Chemical Company | com | 260543103 | 331 | 6,435 | SH | | SOLE | | 331 | 0 | 0 |
United States Steel Corp. | com | 912909108 | 10,500 | 403,238 | SH | | SOLE | | 10,500 | 0 | 0 |
A T & T, Inc. | com | 00206r102 | 11 | 309 | SH | | SOLE | | 11 | 0 | 0 |
Avista Corp. | com | 05379b107 | 236 | 7,046 | SH | | SOLE | | 236 | 0 | 0 |
Edison International | com | 281020107 | 6 | 100 | SH | | SOLE | | 6 | 0 | 0 |
Northeast Utilities | com | 664397106 | 773 | 16,354 | SH | | SOLE | | 773 | 0 | 0 |
Materials Select Sector SPDR | com | 81369y100 | 23 | 470 | SH | | SOLE | | 23 | 0 | 0 |
PowerShares Aerospace & Defense | com | 73935x690 | 452 | 14,014 | SH | | SOLE | | 452 | 0 | 0 |
ProShares Short S&P500 | com | 74347r503 | 9 | 370 | SH | | SOLE | | 9 | 0 | 0 |
SPDR S & P Semiconductor | com | 78464a862 | 488 | 6,503 | SH | | SOLE | | 488 | 0 | 0 |
Schwab U.S. Large Cap Blend | com | 808524201 | 1 | 21 | SH | | SOLE | | 1 | 0 | 0 |
PowerShares Golden Dragon China | com | 73935x401 | 24 | 780 | SH | | SOLE | | 24 | 0 | 0 |
China Automotive Systems Inc. | com | 16936r105 | 214 | 24,650 | SH | | SOLE | | 214 | 0 | 0 |
BP Plc. | com | 055622104 | 11,366 | 215,474 | SH | | SOLE | | 11,366 | 0 | 0 |
Baidu, Inc. | com | 056752108 | 11,365 | 60,835 | SH | | SOLE | | 11,365 | 0 | 0 |
Check Point Software Technologies Ltd. | com | m22465104 | 11,198 | 167,063 | SH | | SOLE | | 11,198 | 0 | 0 |
Open Text Corporation | com | 683715106 | 11,591 | 241,775 | SH | | SOLE | | 11,591 | 0 | 0 |
Sohu.com Inc. | com | 83408w103 | 4 | 65 | SH | | SOLE | | 4 | 0 | 0 |
Alcatel-Lucent | com | 013904305 | 1 | 404 | SH | | SOLE | | 1 | 0 | 0 |
Anheuser-Busch InBev SA/NV | com | 03524a108 | 7 | 60 | SH | | SOLE | | 7 | 0 | 0 |