13F-HR 1 inftable.txt KLCM - Q4-2009 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M Company Com 88579y101 7982 96550 SH SOLE 96550 AOL Inc. Com 00184x105 503 21608 SH SOLE 21608 AT&T Inc. Com 00206R102 209 7470 SH SOLE 7470 ATSI Communications Com 00209G202 1 15625 SH SOLE 15625 Agnico-Eagle Mines Ltd. Com 008474108 540 10000 SH SOLE 10000 Anadarko Petroleum Corp. Com 032511107 281 4500 SH SOLE 4500 Anthracite Capital Inc. Com 037023108 3 30770 SH SOLE 30770 Arrow Electronics Inc. Com 042735100 10177 343685 SH SOLE 343685 Associated Banc Corp. Com 045487105 3757 341268 SH SOLE 341268 Belo Corp. Com 080555105 2571 472698 SH SOLE 472698 Berkley W R Corp. Com 084423102 1575 63937 SH SOLE 63937 Boston Scientific Corp. Com 101137107 7121 791247 SH SOLE 791247 Cambrex Com 132011107 4553 815897 SH SOLE 815897 Charles River Labs Intl. Com 159864107 6085 180625 SH SOLE 180625 Charles Schwab Corp. Com 808513105 6491 344900 SH SOLE 344900 Coastal South Bankshares Com 190545103 178 11850 SH SOLE 11850 Crosstex Energy Inc. Com 22765y104 106 17460 SH SOLE 17460 Cumulus Media Inc. Com 231082108 24 10450 SH SOLE 10450 Cytec Industries Inc. Com 232820100 8626 236847 SH SOLE 236847 Darden Restaurants Inc. Com 237194105 6141 175100 SH SOLE 175100 Du Pont E I De Nemours Com 263534109 5976 177475 SH SOLE 177475 EMC Corp. Com 268648102 5587 319831 SH SOLE 319831 Electronic Arts Inc. Com 285512109 5297 298450 SH SOLE 298450 Eli Lilly & Co. Com 532457108 236 6600 SH SOLE 6600 Emerson Electric Co. Com 291011104 302 7088 SH SOLE 7088 Exxon Mobil Corp. Com 30231g102 1471 21576 SH SOLE 21576 Fastenal Company Com 311900104 271 6500 SH SOLE 6500 Female Health Care Products Com 314462102 47 10000 SH SOLE 10000 Fidelity National Information Com 31620m106 3527 150457 SH SOLE 150457 Fiserv Inc. Com 337738108 328 6763 SH SOLE 6763 General Electric Co. Com 369604103 7231 477897 SH SOLE 477897 General Mills Inc. Com 370334104 8305 117284 SH SOLE 117284 IBM Com 459200101 576 4400 SH SOLE 4400 Intel Corp. Com 458140100 9941 487307 SH SOLE 487307 Interpublic Group Companies Com 460690100 6169 835924 SH SOLE 835924 Johnson & Johnson Com 478160104 10043 155920 SH SOLE 155920 Johnson Controls Inc. Com 478366107 362 13303 SH SOLE 13303 Journal Comm. CL'A Com 481130102 2934 754209 SH SOLE 754209 Kimberly-Clark Corporation Com 494368103 7594 119192 SH SOLE 119192 Kraft Foods Inc. Com 50075n104 11168 410905 SH SOLE 410905 Ladish Inc. Com 505754200 6265 416250 SH SOLE 416250 MGIC Investment Corp. Com 552848103 270 46758 SH SOLE 46758 Marshall & Ilsley Corp. Com 571837103 1563 286772 SH SOLE 286772 McDonalds Corp. Com 580135101 528 8453 SH SOLE 8453 Medtronic Inc. Com 585055106 11849 269408 SH SOLE 269408 Merck & Company Com 58933y105 227 6200 SH SOLE 6200 Microsoft Corp. Com 594918104 10280 337257 SH SOLE 337257 Neenah Paper Com 640079109 1675 120087 SH SOLE 120087 Nexity Financial Corp. Com 65333r200 5 53001 SH SOLE 53001 Orion Energy System Inc. Com 686275108 185 42240 SH SOLE 42240 Pentair Inc. Com 709631105 280 8680 SH SOLE 8680 Pfizer Inc. Com 717081103 534 29346 SH SOLE 29346 Procter & Gamble Co. Com 742718109 8899 146776 SH SOLE 146776 Schlumberger Ltd. Com 806857108 413 6352 SH SOLE 6352 Sealed Air Corp. Com 81211k100 8787 401961 SH SOLE 401961 Smart Balance Inc. Com 83169y108 120 20000 SH SOLE 20000 Time Warner Inc. Com 887317303 7021 240946 SH SOLE 240946 Tower Automotive Inc. Com 891707101 0 202000 SH SOLE 202000 US Bancorp Com 902973304 10919 485082 SH SOLE 485082 Union Pacific Corp. Com 907818108 639 10000 SH SOLE 10000 United Parcel Service Cl'B Com 911312106 10747 187333 SH SOLE 187333 Wells Fargo & Co. Com 949746101 2391 88572 SH SOLE 88572