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 8,794 308,881 SH   SOLE   308,881 0 0
ALLEGHANY CORP DEL COM 17175100 16,774 35,098 SH   SOLE   35,098 0 0
APTARGROUP INC COM 38336103 11,231 154,597 SH   SOLE   154,597 0 0
ARROW ELECTRS INC COM 42735100 11,060 204,140 SH   SOLE   204,140 0 0
AVNET INC COM 53807103 10,072 235,108 SH   SOLE   235,108 0 0
BARD C R INC COM 67383109 12,966 68,444 SH   SOLE   68,444 0 0
BED BATH & BEYOND INC COM 75896100 11,109 230,247 SH   SOLE   230,247 0 0
BERKLEY W R CORP COM 84423102 8,347 152,463 SH   SOLE   152,463 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 5,776 93,131 SH   SOLE   93,131 0 0
CASEYS GEN STORES INC COM 147528103 13,655 113,366 SH   SOLE   113,366 0 0
CINTAS CORP COM 172908105 4,967 54,554 SH   SOLE   54,554 0 0
CLOROX CO DEL COM 189054109 6,856 54,059 SH   SOLE   54,059 0 0
COMMERCE BANCSHARES INC COM 200525103 11,560 271,753 SH   SOLE   271,753 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 10,200 146,316 SH   SOLE   146,316 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,298 165,563 SH   SOLE   165,563 0 0
DRIL-QUIP IN COM 262037104 8,408 141,955 SH   SOLE   141,955 0 0
EATON CORP PLC SHS COM G29183103 14,781 284,040 SH   SOLE   284,040 0 0
GRAINGER, W W INC COM 384802104 7,568 37,358 SH   SOLE   37,358 0 0
IDEX CORP COM 45167R104 5,043 65,826 SH   SOLE   65,826 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 14,659 118,562 SH   SOLE   118,562 0 0
LEGGETT & PLATT INC COM 524660107 9,358 222,698 SH   SOLE   222,698 0 0
M & T BANK CORP COM 55261F104 15,836 130,680 SH   SOLE   130,680 0 0
MATTEL INC COM 577081102 11,827 435,287 SH   SOLE   435,287 0 0
MERCURY GEN CORP NEW COM 589400100 6,234 133,867 SH   SOLE   133,867 0 0
MGE ENERGY INC COM 55277P104 7,000 150,853 SH   SOLE   150,853 0 0
MILLER HERMAN INC COM 600544100 5,942 207,041 SH   SOLE   207,041 0 0
MTS SYS CORP COM 553777103 5,068 79,932 SH   SOLE   79,932 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,826 114,254 SH   SOLE   114,254 0 0
NOBLE CORP PLC SHS USD COM G65431101 10,327 978,876 SH   SOLE   978,876 0 0
NORFOLK SOUTHN CORP COM 655844108 6,868 81,189 SH   SOLE   81,189 0 0
NORTHERN TRUST CORP COM 665859104 12,183 168,993 SH   SOLE   168,993 0 0
PATTERSON COMPANIES INC COM 703395103 4,464 98,739 SH   SOLE   98,739 0 0
PRAXAIR INC COM 74005P104 319 3,114 SH   SOLE   3,114 0 0
PROGRESSIVE CORP OHIO COM 743315103 13,860 435,836 SH   SOLE   435,836 0 0
SMUCKER J M CO COM 832696405 16,217 131,483 SH   SOLE   131,483 0 0
SONOCO PRODUCTS COM 835495102 18,325 448,370 SH   SOLE   448,370 0 0
STERIS PLC SHARES COM G84720104 5,642 74,891 SH   SOLE   74,891 0 0
TIDEWATER INC COM 886423102 1,359 195,304 SH   SOLE   195,304 0 0
VALMONT INDS INC COM 920253101 8,601 81,124 SH   SOLE   81,124 0 0
VARIAN MED SYS INC COM 92220P105 15,170 187,751 SH   SOLE   187,751 0 0
WERNER ENTERPRISES INC COM 950755108 10,935 467,506 SH   SOLE   467,506 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 14,683 20,202 SH   SOLE   20,202 0 0
ZIMMER HLDGS INC COM 98956P102 7,668 74,748 SH   SOLE   74,748 0 0