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 9,888 310,354 SH   SOLE   310,354 0 0
ALLEGHANY CORP DEL COM 17175100 19,710 40,472 SH   SOLE   40,472 0 0
APTARGROUP INC COM 38336103 9,863 155,278 SH   SOLE   155,278 0 0
ARROW ELECTRS INC COM 42735100 10,127 165,616 SH   SOLE   165,616 0 0
ATMOS ENERGY CORP COM 49560105 4,840 87,514 SH   SOLE   87,514 0 0
AVNET INC COM 53807103 10,515 236,301 SH   SOLE   236,301 0 0
BARD C R INC COM 67383109 11,751 70,220 SH   SOLE   70,220 0 0
BED BATH & BEYOND INC COM 75896100 16,150 210,350 SH   SOLE   210,350 0 0
BERKLEY W R CORP COM 84423102 7,740 153,231 SH   SOLE   153,231 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 4,855 66,307 SH   SOLE   66,307 0 0
CASEYS GEN STORES INC COM 147528103 14,249 158,144 SH   SOLE   158,144 0 0
CINTAS CORP COM 172908105 4,475 54,819 SH   SOLE   54,819 0 0
CLOROX CO DEL COM 189054109 9,707 87,933 SH   SOLE   87,933 0 0
COMMERCE BANCSHARES INC COM 200525103 11,007 260,081 SH   SOLE   260,081 0 0
DAVITA HEALTHCARE PARTNERS ICO COM 23918K108 5,095 62,680 SH   SOLE   62,680 0 0
EATON CORP PLC SHS COM G29183103 13,884 204,354 SH   SOLE   204,354 0 0
GRAINGER, W W INC COM 384802104 8,835 37,465 SH   SOLE   37,465 0 0
IDEX CORP COM 45167R104 5,014 66,115 SH   SOLE   66,115 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 13,540 107,387 SH   SOLE   107,387 0 0
LEGGETT & PLATT INC COM 524660107 14,541 315,483 SH   SOLE   315,483 0 0
M & T BANK CORP COM 55261F104 16,677 131,315 SH   SOLE   131,315 0 0
MEDNAX INC COM 58502B106 3,866 53,317 SH   SOLE   53,317 0 0
MERCURY GEN CORP NEW COM 589400100 7,764 134,434 SH   SOLE   134,434 0 0
MTS SYS CORP COM 553777103 6,073 80,280 SH   SOLE   80,280 0 0
NOBLE CORP PLC SHS USD COM G65431101 11,107 777,828 SH   SOLE   777,828 0 0
NORFOLK SOUTHN CORP COM 655844108 13,920 135,253 SH   SOLE   135,253 0 0
NORTHERN TRUST CORP COM 665859104 11,822 169,739 SH   SOLE   169,739 0 0
PATTERSON COMPANIES INC COM 703395103 11,286 231,326 SH   SOLE   231,326 0 0
PIEDMONT NAT'L GAS CO INC. COM 720186105 12,345 334,451 SH   SOLE   334,451 0 0
PRAXAIR INC COM 74005P104 376 3,114 SH   SOLE   3,114 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,696 577,043 SH   SOLE   577,043 0 0
SMUCKER J M CO COM 832696405 18,472 159,610 SH   SOLE   159,610 0 0
SONOCO PRODUCTS COM 835495102 16,007 352,103 SH   SOLE   352,103 0 0
STERIS CORP COM 859152100 7,331 104,331 SH   SOLE   104,331 0 0
TIDEWATER INC COM 886423102 7,978 416,808 SH   SOLE   416,808 0 0
VALMONT INDS INC COM 920253101 10,020 81,541 SH   SOLE   81,541 0 0
VARIAN MED SYS INC COM 92220P105 12,862 136,697 SH   SOLE   136,697 0 0
WERNER ENTERPRISES INC COM 950755108 9,652 307,283 SH   SOLE   307,283 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 21,094 30,816 SH   SOLE   30,816 0 0
ZIMMER HLDGS INC COM 98956P102 6,145 52,288 SH   SOLE   52,288 0 0