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 000957100 10,122 307,934 SH   SOLE   307,934 0 0
ALLEGHANY CORP DEL COM 017175100 18,829 40,167 SH   SOLE   40,167 0 0
APTARGROUP INC COM 038336103 9,829 154,138 SH   SOLE   154,138 0 0
ARROW ELECTRS INC COM 042735100 9,172 164,376 SH   SOLE   164,376 0 0
ATMOS ENERGY CORP COM 049560105 4,456 86,894 SH   SOLE   86,894 0 0
AVNET INC COM 053807103 9,635 234,381 SH   SOLE   234,381 0 0
BARD C R INC COM 067383109 13,283 77,815 SH   SOLE   77,815 0 0
BED BATH & BEYOND INC COM 075896100 14,393 208,660 SH   SOLE   208,660 0 0
BERKLEY W R CORP COM 084423102 7,897 152,061 SH   SOLE   152,061 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 5,792 92,837 SH   SOLE   92,837 0 0
CASEYS GEN STORES INC COM 147528103 15,814 165,174 SH   SOLE   165,174 0 0
CINTAS CORP COM 172908105 4,599 54,369 SH   SOLE   54,369 0 0
CLOROX CO DEL COM 189054109 9,078 87,273 SH   SOLE   87,273 0 0
COMMERCE BANCSHARES INC COM 200525103 12,069 258,041 SH   SOLE   258,041 0 0
DAVITA HEALTHCARE PARTNERS ICO COM 23918K108 4,943 62,200 SH   SOLE   62,200 0 0
EATON CORP PLC SHS COM G29183103 13,689 202,834 SH   SOLE   202,834 0 0
GRAINGER, W W INC COM 384802104 8,803 37,200 SH   SOLE   37,200 0 0
IDEX CORP COM 45167R104 5,154 65,595 SH   SOLE   65,595 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 14,330 118,217 SH   SOLE   118,217 0 0
LEGGETT & PLATT INC COM 524660107 12,932 265,643 SH   SOLE   265,643 0 0
M & T BANK CORP COM 55261F104 16,275 130,274 SH   SOLE   130,274 0 0
MATTEL INC COM COM 577081102 8,065 313,920 SH   SOLE   313,920 0 0
MERCURY GEN CORP NEW COM 589400100 7,432 133,554 SH   SOLE   133,554 0 0
MTS SYS CORP COM 553777103 5,495 79,691 SH   SOLE   79,691 0 0
NOBLE CORP PLC SHS USD COM G65431101 13,100 851,228 SH   SOLE   851,228 0 0
NORFOLK SOUTHN CORP COM 655844108 15,705 179,770 SH   SOLE   179,770 0 0
NORTHERN TRUST CORP COM 665859104 12,881 168,469 SH   SOLE   168,469 0 0
PATTERSON COMPANIES INC COM 703395103 4,790 98,456 SH   SOLE   98,456 0 0
PIEDMONT NAT'L GAS CO INC. COM 720186105 13,468 381,413 SH   SOLE   381,413 0 0
PRAXAIR INC COM 74005P104 372 3,114 SH   SOLE   3,114 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,933 572,513 SH   SOLE   572,513 0 0
SMUCKER J M CO COM 832696405 14,211 131,085 SH   SOLE   131,085 0 0
SONOCO PRODUCTS COM 835495102 17,006 396,779 SH   SOLE   396,779 0 0
STERIS CORP COM 859152100 6,672 103,541 SH   SOLE   103,541 0 0
TIDEWATER INC COM 886423102 4,173 183,608 SH   SOLE   183,608 0 0
VALMONT INDS INC COM 920253101 9,616 80,891 SH   SOLE   80,891 0 0
VARIAN MED SYS INC COM 92220P105 12,807 151,869 SH   SOLE   151,869 0 0
WERNER ENTERPRISES INC COM 950755108 8,003 304,883 SH   SOLE   304,883 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 19,369 29,574 SH   SOLE   29,574 0 0
ZIMMER HLDGS INC COM 98956P102 5,669 51,898 SH   SOLE   51,898 0 0