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
ABM INDS INC COM 957100 4,468 156,284 SH   SOLE   156,284 0 0
ALLEGHANY CORP DEL COM 17175100 11,336 28,344 SH   SOLE   28,344 0 0
APTARGROUP INC COM 38336103 5,996 88,428 SH   SOLE   88,428 0 0
ARROW ELECTRS INC COM 42735100 10,996 202,686 SH   SOLE   202,686 0 0
ATMOS ENERGY CORP COM 49560105 7,242 159,454 SH   SOLE   159,454 0 0
AVNET INC COM 53807103 6,576 149,071 SH   SOLE   149,071 0 0
BARD C R INC COM 67383109 11,999 89,582 SH   SOLE   89,582 0 0
BED BATH & BEYOND INC COM 75896100 4,295 53,481 SH   SOLE   53,481 0 0
BERKLEY W R CORP COM 84423102 6,594 151,971 SH   SOLE   151,971 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 7,197 123,347 SH   SOLE   123,347 0 0
CASEYS GEN STORES INC COM 147528103 11,509 163,833 SH   SOLE   163,833 0 0
CINTAS CORP COM 172908105 12,301 206,429 SH   SOLE   206,429 0 0
CLOROX CO DEL COM 189054109 7,923 85,413 SH   SOLE   85,413 0 0
COMMERCE BANCSHARES INC COM 200525103 8,543 190,233 SH   SOLE   190,233 0 0
EATON CORP PLC SHS COM G29183103 11,229 147,514 SH   SOLE   147,514 0 0
FOREST OIL CORP COM 346091705 3,375 934,866 SH   SOLE   934,866 0 0
HORMEL FOODS CORP COM 440452100 4,883 108,110 SH   SOLE   108,110 0 0
IDEX CORP COM 45167R104 7,794 105,545 SH   SOLE   105,545 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 13,019 142,487 SH   SOLE   142,487 0 0
LEGGETT & PLATT INC COM 524660107 10,530 340,333 SH   SOLE   340,333 0 0
M & T BANK CORP COM 55261F104 8,140 69,917 SH   SOLE   69,917 0 0
MERCURY GEN CORP NEW COM 589400100 6,081 122,324 SH   SOLE   122,324 0 0
MTS SYS CORP COM 553777103 7,179 101,009 SH   SOLE   101,009 0 0
NOBLE CORP PLC SHS USD COM G65431101 15,606 416,488 SH   SOLE   416,488 0 0
NORFOLK SOUTHN CORP COM 655844108 15,443 166,353 SH   SOLE   166,353 0 0
NORTHERN TRUST CORP COM 665859104 10,271 165,949 SH   SOLE   165,949 0 0
PATTERSON COMPANIES INC COM 703395103 8,944 217,086 SH   SOLE   217,086 0 0
PIEDMONT NAT'L GAS CO INC. COM 720186105 13,886 418,761 SH   SOLE   418,761 0 0
PRAXAIR INC COM 74005P104 593 4,564 SH   SOLE   4,564 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,372 270,333 SH   SOLE   270,333 0 0
SMUCKER J M CO COM 832696405 9,148 88,283 SH   SOLE   88,283 0 0
SONOCO PRODUCTS COM 835495102 16,972 406,803 SH   SOLE   406,803 0 0
STERIS CORP COM 859152100 7,789 162,100 SH   SOLE   162,100 0 0
TIDEWATER INC COM 886423102 11,366 191,760 SH   SOLE   191,760 0 0
ULTRA PETROLEUM CORP COM 903914109 11,246 519,454 SH   SOLE   519,454 0 0
VALMONT INDS INC COM 920253101 11,782 79,011 SH   SOLE   79,011 0 0
VARIAN MED SYS INC COM 92220P105 12,821 165,028 SH   SOLE   165,028 0 0
WERNER ENTERPRISES INC COM 950755108 8,750 353,813 SH   SOLE   353,813 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 16,989 28,171 SH   SOLE   28,171 0 0
ZIMMER HLDGS INC COM 98956P102 8,949 96,028 SH   SOLE   96,028 0 0