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 8,385 307,014 SH   SOLE   307,014 0 0
ALLEGHANY CORP DEL COM 17175100 18,746 40,047 SH   SOLE   40,047 0 0
APTARGROUP INC COM 38336103 10,137 153,678 SH   SOLE   153,678 0 0
ARROW ELECTRS INC COM 42735100 9,060 163,886 SH   SOLE   163,886 0 0
AVNET INC COM 53807103 9,973 233,661 SH   SOLE   233,661 0 0
BARD C R INC COM 67383109 12,678 68,049 SH   SOLE   68,049 0 0
BED BATH & BEYOND INC COM 75896100 13,047 228,817 SH   SOLE   228,817 0 0
BERKLEY W R CORP COM 84423102 8,244 151,621 SH   SOLE   151,621 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 6,274 92,557 SH   SOLE   92,557 0 0
CASEYS GEN STORES INC COM 147528103 14,923 144,998 SH   SOLE   144,998 0 0
CINTAS CORP COM 172908105 4,649 54,219 SH   SOLE   54,219 0 0
CLOROX CO DEL COM 189054109 8,217 71,125 SH   SOLE   71,125 0 0
COMMERCE BANCSHARES INC COM 200525103 11,721 257,271 SH   SOLE   257,271 0 0
DAVITA HEALTHCARE PARTNERS ICO COM 23918K108 8,292 114,648 SH   SOLE   114,648 0 0
DRIL-QUIP IN COM 262037104 6,485 111,381 SH   SOLE   111,381 0 0
EATON CORP PLC SHS COM G29183103 10,375 202,244 SH   SOLE   202,244 0 0
GRAINGER, W W INC COM 384802104 7,975 37,090 SH   SOLE   37,090 0 0
IDEX CORP COM 45167R104 4,664 65,415 SH   SOLE   65,415 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 12,785 117,867 SH   SOLE   117,867 0 0
LEGGETT & PLATT INC COM 524660107 9,132 221,393 SH   SOLE   221,393 0 0
M & T BANK CORP COM 55261F104 15,839 129,884 SH   SOLE   129,884 0 0
MATTEL INC COM COM 577081102 10,650 505,713 SH   SOLE   505,713 0 0
MERCURY GEN CORP NEW COM 589400100 6,726 133,164 SH   SOLE   133,164 0 0
MGE ENERGY INC COM 55277P104 3,063 74,362 SH   SOLE   74,362 0 0
MILLER HERMAN INC COM COM 600544100 4,170 144,600 SH   SOLE   144,600 0 0
MTS SYS CORP COM 553777103 4,776 79,461 SH   SOLE   79,461 0 0
NOBLE CORP PLC SHS USD COM G65431101 10,832 992,875 SH   SOLE   992,875 0 0
NORFOLK SOUTHN CORP COM 655844108 13,726 179,655 SH   SOLE   179,655 0 0
NORTHERN TRUST CORP COM 665859104 11,449 167,979 SH   SOLE   167,979 0 0
PATTERSON COMPANIES INC COM 703395103 4,246 98,176 SH   SOLE   98,176 0 0
PIEDMONT NAT'L GAS CO INC. COM 720186105 15,238 380,283 SH   SOLE   380,283 0 0
PRAXAIR INC COM 74005P104 317 3,114 SH   SOLE   3,114 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,351 501,028 SH   SOLE   501,028 0 0
SMUCKER J M CO COM 832696405 14,912 130,705 SH   SOLE   130,705 0 0
SONOCO PRODUCTS COM 835495102 14,964 396,509 SH   SOLE   396,509 0 0
STERIS CORP COM 859152100 6,708 103,241 SH   SOLE   103,241 0 0
TIDEWATER INC COM 886423102 2,603 198,102 SH   SOLE   198,102 0 0
VALMONT INDS INC COM 920253101 7,653 80,651 SH   SOLE   80,651 0 0
VARIAN MED SYS INC COM 92220P105 11,172 151,429 SH   SOLE   151,429 0 0
WERNER ENTERPRISES INC COM 950755108 7,629 303,953 SH   SOLE   303,953 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 17,231 23,058 SH   SOLE   23,058 0 0
ZIMMER HLDGS INC COM 98956P102 6,978 74,288 SH   SOLE   74,288 0 0