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 6,866 212,501 SH   SOLE   212,501 0 0
ALLEGHANY CORP DEL COM 17175100 17,674 35,619 SH   SOLE   35,619 0 0
APTARGROUP INC COM 38336103 12,304 156,916 SH   SOLE   156,916 0 0
ARROW ELECTRS INC COM 42735100 13,342 207,143 SH   SOLE   207,143 0 0
AVNET INC COM 53807103 10,575 238,721 SH   SOLE   238,721 0 0
BARD C R INC COM 67383109 11,586 57,165 SH   SOLE   57,165 0 0
BED BATH & BEYOND INC COM 75896100 13,309 268,114 SH   SOLE   268,114 0 0
BERKLEY W R CORP COM 84423102 8,692 154,662 SH   SOLE   154,662 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 7,016 94,515 SH   SOLE   94,515 0 0
CASEYS GEN STORES INC COM 147528103 14,318 126,347 SH   SOLE   126,347 0 0
CINTAS CORP COM 172908105 4,970 55,338 SH   SOLE   55,338 0 0
CLOROX CO DEL COM 189054109 5,102 40,472 SH   SOLE   40,472 0 0
COMMERCE BANCSHARES INC COM 200525103 12,397 275,805 SH   SOLE   275,805 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 13,101 178,541 SH   SOLE   178,541 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,576 166,782 SH   SOLE   166,782 0 0
DRIL-QUIP IN COM 262037104 11,568 191,016 SH   SOLE   191,016 0 0
EATON CORP PLC SHS COM G29183103 17,305 276,616 SH   SOLE   276,616 0 0
GRAINGER, W W INC COM 384802104 8,845 37,893 SH   SOLE   37,893 0 0
IDEX CORP COM 45167R104 5,536 66,795 SH   SOLE   66,795 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 14,094 120,327 SH   SOLE   120,327 0 0
LEGGETT & PLATT INC COM 524660107 13,321 275,237 SH   SOLE   275,237 0 0
M & T BANK CORP COM 55261F104 15,852 142,810 SH   SOLE   142,810 0 0
MATTEL INC COM 577081102 8,745 260,107 SH   SOLE   260,107 0 0
MERCURY GEN CORP NEW COM 589400100 5,496 99,031 SH   SOLE   99,031 0 0
MGE ENERGY INC COM 55277P104 8,006 153,216 SH   SOLE   153,216 0 0
MILLER HERMAN INC COM 600544100 6,496 210,300 SH   SOLE   210,300 0 0
MTS SYS CORP COM 553777103 5,861 96,324 SH   SOLE   96,324 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,601 244,420 SH   SOLE   244,420 0 0
NOBLE CORP PLC SHS USD COM G65431101 13,534 1,307,603 SH   SOLE   1,307,603 0 0
NORFOLK SOUTHN CORP COM 655844108 9,465 113,694 SH   SOLE   113,694 0 0
NORTHERN TRUST CORP COM 665859104 14,169 217,412 SH   SOLE   217,412 0 0
PATTERSON COMPANIES INC COM 703395103 4,660 100,140 SH   SOLE   100,140 0 0
PRAXAIR INC COM 74005P104 356 3,114 SH   SOLE   3,114 0 0
PROGRESSIVE CORP OHIO COM 743315103 13,737 390,926 SH   SOLE   390,926 0 0
SMUCKER J M CO COM 832696405 11,481 88,426 SH   SOLE   88,426 0 0
SONOCO PRODUCTS COM 835495102 19,137 394,000 SH   SOLE   394,000 0 0
STERIS PLC SHARES COM G84720104 5,398 75,977 SH   SOLE   75,977 0 0
TIDEWATER INC COM 886423102 88 12,843 SH   SOLE   12,843 0 0
TIFFANY & CO NEW COM 886547108 7,094 96,674 SH   SOLE   96,674 0 0
VALMONT INDS INC COM 920253101 10,193 82,307 SH   SOLE   82,307 0 0
VARIAN MED SYS INC COM 92220P105 14,171 177,098 SH   SOLE   177,098 0 0
WERNER ENTERPRISES INC COM 950755108 12,891 474,617 SH   SOLE   474,617 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 16,456 20,503 SH   SOLE   20,503 0 0
ZIMMER HLDGS INC COM 98956P102 8,093 75,901 SH   SOLE   75,901 0 0