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
3M CO COM 88579Y101 39,260,318 279,931 SH   SOLE None 279,931 0 0
Agrium Inc COM 008916108 35,564,134 388,764 SH   SOLE None 388,764 0 0
Apple Inc COM 037833100 448,816 800 SH   SOLE None 800 0 0
Bank New York Mellon Corp COM 064058100 25,738,551 736,650 SH   SOLE None 736,650 0 0
Briggs & Stratton Corp COM 109043109 15,124,005 695,037 SH   SOLE None 695,037 0 0
Chicago Bridge & Iron Co N V COM 167250109 61,624,226 741,210 SH   SOLE None 741,210 0 0
Cisco Sys Inc COM 17275R102 41,899,848 1,868,027 SH   SOLE None 1,868,027 0 0
Corning Inc COM 263534109 35,264,984 1,978,955 SH   SOLE None 1,978,955 0 0
Du Pont E I De Nemours & Co COM 26817G300 44,287,964 681,668 SH   SOLE None 681,668 0 0
Emerson Elec Co COM 291011104 18,347,424 261,434 SH   SOLE None 261,434 0 0
Fedex Corp COM 31428X106 42,558,818 296,020 SH   SOLE None 296,020 0 0
Ingersoll-Rand PLC SHS G47791101 23,129,582 375,480 SH   SOLE None 375,480 0 0
Intel Corp COM 458140100 43,698,059 1,683,608 SH   SOLE None 1,683,608 0 0
Itron Inc COM 465741106 18,145,511 437,980 SH   SOLE None 437,980 0 0
Liquidity Services Inc COM 53635B107 13,046,835 575,765 SH   SOLE None 575,765 0 0
Materion Corp COM 576690101 20,436,618 662,451 SH   SOLE None 662,451 0 0
NCR Corp New COM 62886E108 51,550,627 1,513,524 SH   SOLE None 1,513,524 0 0
National Oilwell Varco Inc COM 637071101 41,341,597 519,824 SH   SOLE None 519,824 0 0
Northstar Rlty Fin Corp COM 66704R100 134,500 10,000 SH   SOLE None 10,000 0 0
Opko Health Inc COM 68375N103 84,400 10,000 SH   SOLE None 10,000 0 0
Scotts Miracle Gro Co CL A 810186106 21,760,896 349,741 SH   SOLE None 349,741 0 0
Siemens A G SPONSORED ADR 826197501 43,732,455 315,735 SH   SOLE None 315,735 0 0
Sony Corp ADR NEW 835699307 15,521,732 897,729 SH   SOLE None 897,729 0 0
Stanley Black & Decker Inc COM 854502101 28,724,067 355,981 SH   SOLE None 355,981 0 0
Terex Corp New COM 880779103 49,436,766 1,177,346 SH   SOLE None 1,177,346 0 0
Teva Pharmmaceutical Inds Ltd ADR 881624209 18,846,321 470,218 SH   SOLE None 470,218 0 0
Wabtec Corp COM 929740108 30,940,176 416,591 SH   SOLE None 416,591 0 0
Wells Fargo & Co New COM 949746101 361,838 7,970 SH   SOLE None 7,970 0 0
Xylem Inc COM 98419M100 41,465,199 1,198,416 SH   SOLE None 1,198,416 0 0