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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y10136,104254,828SH SOLE 254,82800
Aegion CorpCOM00770F10411,225504,491SH SOLE 504,49100
Agrium IncCOM891610822,765255,783SH SOLE 255,78300
ALBEMARLE CORPCOM1265310120,550348,895SH SOLE 348,89500
Apple IncCOM378331004234,200SH SOLE 4,20000
Bank New York Mellon CorpCOM6405810044,1051,138,793SH SOLE 1,138,79300
Chicago Bridge & Iron Co NVCOM16725010940,608701,957SH SOLE 701,95700
Cisco Systems IncCOM17275R10243,9131,744,665SH SOLE 1,744,66500
Corning IncCOM21935010534,7161,795,045SH SOLE 1,795,04500
Du Pont E I De Nemours & CoCOM26353410944,721623,197SH SOLE 623,19700
Fedex CorpCOM31428X10643,616270,153SH SOLE 270,15300
Ford Mtr Co DelCOM PAR $0.0134537086015810,675SH SOLE 10,67500
Ingersoll-Rand PLCSHSG4779110120,199358,388SH SOLE 358,38800
Intel CorpCOM45814010054,0611,552,594SH SOLE 1,552,59400
Itron IncCOM46574110616,699424,806SH SOLE 424,80600
Laboratory Corp Amer HldgsCOM NEW50540R40941,319406,084SH SOLE 406,08400
Liquidity Services IncCOM53635B1078,879645,732SH SOLE 645,73200
NCR Corp NewCOM62886E10847,4741,420,963SH SOLE 1,420,96300
National Oilwell Varco IncCOM63707110127,424360,364SH SOLE 360,36400
Opko Health IncCOM68375N1038510,000SH SOLE 10,00000
PRECISION CASTPARTS CORPCOM74018910528,567120,596SH SOLE 120,59600
Sony CorpADR NEW83569930722,7311,260,017SH SOLE 1,260,01700
Stanley Black & Decker IncCOM85450210129,554332,850SH SOLE 332,85000
Terex Corp NewCOM88077910329,453927,067SH SOLE 927,06700
Teva Pharmaceutical Inds LtdADR88162420941,020763,172SH SOLE 763,17200
Wabtec Corp.COM92974010829,208360,413SH SOLE 360,41300
Wells Fargo & Co NewCOM9497461012063,970SH SOLE 3,97000
Xylem IncCOM98419M10031,868897,944SH SOLE 897,94400