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
ALLEGHANY CORP DEL COM 017175100 17,506 28,788 SH   SOLE   28,788 0 0
APTARGROUP INC COM 038336103 10,646 144,939 SH   SOLE   144,939 0 0
ARROW ELECTRS INC COM 042735100 13,623 191,066 SH   SOLE   191,066 0 0
AVNET INC COM 053807103 10,472 219,949 SH   SOLE   219,949 0 0
BARD C R INC COM 067383109 8,004 35,628 SH   SOLE   35,628 0 0
BED BATH & BEYOND INC COM 075896100 13,451 330,987 SH   SOLE   330,987 0 0
BERKLEY W R CORP COM 084423102 9,515 143,066 SH   SOLE   143,066 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 6,129 83,667 SH   SOLE   83,667 0 0
CASEYS GEN STORES INC COM 147528103 12,134 102,070 SH   SOLE   102,070 0 0
CLOROX CO DEL COM 189054109 9,610 80,071 SH   SOLE   80,071 0 0
COMMERCE BANCSHARES INC COM 200525103 8,324 143,988 SH   SOLE   143,988 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 17,424 271,395 SH   SOLE   271,395 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,830 105,749 SH   SOLE   105,749 0 0
DRIL-QUIP IN COM 262037104 14,497 241,420 SH   SOLE   241,420 0 0
EATON CORP PLC SHS COM G29183103 15,013 223,769 SH   SOLE   223,769 0 0
ENSCO PLC SHS CLASS A COM G3157S106 185 19,000 SH   SOLE   19,000 0 0
GRAINGER, W W INC COM 384802104 8,096 34,858 SH   SOLE   34,858 0 0
IDEX CORP COM 45167R104 5,574 61,889 SH   SOLE   61,889 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 12,595 98,105 SH   SOLE   98,105 0 0
LEGGETT & PLATT INC COM 524660107 14,787 302,524 SH   SOLE   302,524 0 0
M & T BANK CORP COM 55261F104 20,220 129,256 SH   SOLE   129,256 0 0
MATTEL INC COM 577081102 15,183 551,100 SH   SOLE   551,100 0 0
MERCURY GEN CORP NEW COM 589400100 5,372 89,221 SH   SOLE   89,221 0 0
MGE ENERGY INC COM 55277P104 6,846 104,843 SH   SOLE   104,843 0 0
MILLER HERMAN INC COM 600544100 10,587 309,575 SH   SOLE   309,575 0 0
NATIONAL OILWELL VARCO INC COM 637071101 15,011 400,933 SH   SOLE   400,933 0 0
NOBLE CORP PLC SHS USD COM G65431101 8,549 1,444,100 SH   SOLE   1,444,100 0 0
NORFOLK SOUTHN CORP COM 655844108 9,691 89,672 SH   SOLE   89,672 0 0
NORTHERN TRUST CORP COM 665859104 17,126 192,324 SH   SOLE   192,324 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,411 434,114 SH   SOLE   434,114 0 0
SMUCKER J M CO COM 832696405 12,107 94,538 SH   SOLE   94,538 0 0
SONOCO PRODUCTS COM 835495102 14,666 278,288 SH   SOLE   278,288 0 0
STERIS PLC SHARES COM G84720104 10,201 151,366 SH   SOLE   151,366 0 0
TIFFANY & CO NEW COM 886547108 10,259 132,499 SH   SOLE   132,499 0 0
VALMONT INDS INC COM 920253101 8,446 59,944 SH   SOLE   59,944 0 0
VARIAN MED SYS INC COM 92220P105 10,700 119,179 SH   SOLE   119,179 0 0
WERNER ENTERPRISES INC COM 950755108 15,184 563,407 SH   SOLE   563,407 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 13,847 16,563 SH   SOLE   16,563 0 0
WILLIAMS SONOMA INC COM 969904101 8,041 166,166 SH   SOLE   166,166 0 0
ZIMMER HLDGS INC COM 98956P102 7,208 69,847 SH   SOLE   69,847 0 0