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 13,110 20,091 SH   SOLE   20,091 0 0
APTARGROUP INC COM 038336103 10,400 96,526 SH   SOLE   96,526 0 0
ARROW ELECTRS INC COM 042735100 13,261 179,888 SH   SOLE   179,888 0 0
AVNET INC COM 053807103 10,187 227,550 SH   SOLE   227,550 0 0
BERKLEY W R CORP COM 084423102 9,367 117,185 SH   SOLE   117,185 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 6,593 67,335 SH   SOLE   67,335 0 0
CASEYS GEN STORES INC COM 147528103 13,307 103,068 SH   SOLE   103,068 0 0
CIMAREX ENERGY CO COM 171798101 4,239 45,614 SH   SOLE   45,614 0 0
CLOROX CO DEL COM 189054109 12,947 86,080 SH   SOLE   86,080 0 0
COMMERCE BANCSHARES INC COM 200525103 8,136 123,230 SH   SOLE   123,230 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 18,384 256,658 SH   SOLE   256,658 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,953 274,246 SH   SOLE   274,246 0 0
DRIL-QUIP IN COM 262037104 10,585 202,587 SH   SOLE   202,587 0 0
EATON CORP PLC SHS COM G29183103 19,835 228,695 SH   SOLE   228,695 0 0
HORMEL FOODS CORP COM 440452100 7,306 185,432 SH   SOLE   185,432 0 0
IDEX CORP COM 45167R104 4,903 32,541 SH   SOLE   32,541 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 11,632 66,975 SH   SOLE   66,975 0 0
LEGGETT & PLATT INC COM 524660107 18,293 417,739 SH   SOLE   417,739 0 0
M & T BANK CORP COM 55261F104 16,699 101,492 SH   SOLE   101,492 0 0
MASONITE INTL CORP NEW COM 575385109 9,982 155,729 SH   SOLE   155,729 0 0
MERCURY GEN CORP NEW COM 589400100 6,211 123,829 SH   SOLE   123,829 0 0
MILLER HERMAN INC COM 600544100 9,384 244,373 SH   SOLE   244,373 0 0
MSA SAFETY INC COM 553498106 8,364 78,581 SH   SOLE   78,581 0 0
MUELLER WTR PRODS INC COM 624758108 10,121 879,281 SH   SOLE   879,281 0 0
NATIONAL OILWELL VARCO INC COM 637071101 13,791 320,117 SH   SOLE   320,117 0 0
NOBLE CORP PLC SHS USD COM G65431101 6,781 964,576 SH   SOLE   964,576 0 0
NORFOLK SOUTHN CORP COM 655844108 5,812 32,197 SH   SOLE   32,197 0 0
NORTHERN TRUST CORP COM 665859104 10,337 101,218 SH   SOLE   101,218 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 15,570 44,828 SH   SOLE   44,828 0 0
PRAXAIR INC COM 74005P104 235 1,464 SH   SOLE   1,464 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,955 126,052 SH   SOLE   126,052 0 0
SMUCKER J M CO COM 832696405 11,217 109,315 SH   SOLE   109,315 0 0
SONOCO PRODUCTS COM 835495102 14,929 268,991 SH   SOLE   268,991 0 0
STERIS PLC SHARES COM G84720104 11,564 101,086 SH   SOLE   101,086 0 0
TIFFANY & CO NEW COM 886547108 4,186 32,459 SH   SOLE   32,459 0 0
VALMONT INDS INC COM 920253101 9,837 71,025 SH   SOLE   71,025 0 0
VARIAN MED SYS INC COM 92220P105 10,154 90,716 SH   SOLE   90,716 0 0
WABTEC CORP COM 929740108 5,720 54,537 SH   SOLE   54,537 0 0
WERNER ENTERPRISES INC COM 950755108 10,260 290,228 SH   SOLE   290,228 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 13,526 14,453 SH   SOLE   14,453 0 0
WILLIAMS SONOMA INC COM 969904101 4,141 63,004 SH   SOLE   63,004 0 0
ZIMMER HLDGS INC COM 98956P102 9,647 73,380 SH   SOLE   73,380 0 0