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 4,490 156,244 SH   SOLE   156,244 0 0
ALLEGHANY CORP DEL COM 17175100 14,001 34,369 SH   SOLE   34,369 0 0
APTARGROUP INC COM 38336103 5,843 88,398 SH   SOLE   88,398 0 0
ARROW ELECTRS INC COM 42735100 9,862 166,146 SH   SOLE   166,146 0 0
ATMOS ENERGY CORP COM 49560105 5,638 119,624 SH   SOLE   119,624 0 0
AVNET INC COM 53807103 6,934 149,031 SH   SOLE   149,031 0 0
BARD C R INC COM 67383109 11,386 76,942 SH   SOLE   76,942 0 0
BED BATH & BEYOND INC COM 75896100 9,579 139,230 SH   SOLE   139,230 0 0
BERKLEY W R CORP COM 84423102 6,310 151,621 SH   SOLE   151,621 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 6,461 123,327 SH   SOLE   123,327 0 0
CASEYS GEN STORES INC COM 147528103 13,442 198,873 SH   SOLE   198,873 0 0
CINTAS CORP COM 172908105 10,121 169,789 SH   SOLE   169,789 0 0
CLOROX CO DEL COM 189054109 7,515 85,383 SH   SOLE   85,383 0 0
COMMERCE BANCSHARES INC COM 200525103 6,716 144,676 SH   SOLE   144,676 0 0
EATON CORP PLC SHS COM G29183103 9,629 128,184 SH   SOLE   128,184 0 0
HORMEL FOODS CORP COM 440452100 4,260 86,460 SH   SOLE   86,460 0 0
IDEX CORP COM 45167R104 6,737 92,425 SH   SOLE   92,425 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 13,992 142,467 SH   SOLE   142,467 0 0
LEGGETT & PLATT INC COM 524660107 13,315 407,923 SH   SOLE   407,923 0 0
M & T BANK CORP COM 55261F104 10,444 86,097 SH   SOLE   86,097 0 0
MERCURY GEN CORP NEW COM 589400100 5,833 129,384 SH   SOLE   129,384 0 0
MTS SYS CORP COM 553777103 5,341 77,989 SH   SOLE   77,989 0 0
NOBLE CORP PLC SHS USD COM G65431101 15,639 477,668 SH   SOLE   477,668 0 0
NORFOLK SOUTHN CORP COM 655844108 14,324 147,413 SH   SOLE   147,413 0 0
NORTHERN TRUST CORP COM 665859104 10,798 164,699 SH   SOLE   164,699 0 0
PATTERSON COMPANIES INC COM 703395103 8,987 215,216 SH   SOLE   215,216 0 0
PIEDMONT NAT'L GAS CO INC. COM 720186105 16,963 479,321 SH   SOLE   479,321 0 0
PRAXAIR INC COM 74005P104 585 4,464 SH   SOLE   4,464 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,487 391,713 SH   SOLE   391,713 0 0
SMUCKER J M CO COM 832696405 11,790 121,243 SH   SOLE   121,243 0 0
SONOCO PRODUCTS COM 835495102 14,767 360,003 SH   SOLE   360,003 0 0
STERIS CORP COM 859152100 11,579 242,500 SH   SOLE   242,500 0 0
TIDEWATER INC COM 886423102 9,319 191,680 SH   SOLE   191,680 0 0
ULTRA PETROLEUM CORP COM 903914109 9,899 368,144 SH   SOLE   368,144 0 0
VALMONT INDS INC COM 920253101 11,757 78,991 SH   SOLE   78,991 0 0
VARIAN MED SYS INC COM 92220P105 11,153 132,788 SH   SOLE   132,788 0 0
WERNER ENTERPRISES INC COM 950755108 9,023 353,713 SH   SOLE   353,713 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 17,974 29,961 SH   SOLE   29,961 0 0
ZIMMER HLDGS INC COM 98956P102 7,642 80,798 SH   SOLE   80,798 0 0