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 11,177 17,931 SH   SOLE   17,931 0 0
APTARGROUP INC COM 038336103 6,675 70,957 SH   SOLE   70,957 0 0
ARROW ELECTRS INC COM 042735100 11,241 163,030 SH   SOLE   163,030 0 0
AVNET INC COM 053807103 7,382 204,487 SH   SOLE   204,487 0 0
BERKLEY W R CORP COM 084423102 7,742 104,753 SH   SOLE   104,753 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 5,101 60,665 SH   SOLE   60,665 0 0
CASEYS GEN STORES INC COM 147528103 9,480 73,982 SH   SOLE   73,982 0 0
CIMAREX ENERGY CO COM 171798101 3,842 62,324 SH   SOLE   62,324 0 0
CLOROX CO DEL COM 189054109 10,345 67,115 SH   SOLE   67,115 0 0
COMMERCE BANCSHARES INC COM 200525103 6,523 115,711 SH   SOLE   115,711 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 13,552 263,352 SH   SOLE   263,352 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,681 252,050 SH   SOLE   252,050 0 0
DRIL-QUIP IN COM 262037104 5,458 181,763 SH   SOLE   181,763 0 0
EATON CORP PLC SHS COM G29183103 14,164 206,291 SH   SOLE   206,291 0 0
HORMEL FOODS CORP COM 440452100 3,765 88,222 SH   SOLE   88,222 0 0
IDEX CORP COM 45167R104 3,625 28,707 SH   SOLE   28,707 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 10,896 86,230 SH   SOLE   86,230 0 0
LEGGETT & PLATT INC COM 524660107 13,540 377,779 SH   SOLE   377,779 0 0
M & T BANK CORP COM 55261F104 14,575 101,832 SH   SOLE   101,832 0 0
MASONITE INTL CORP NEW COM 575385109 7,122 158,857 SH   SOLE   158,857 0 0
MILLER HERMAN INC COM 600544100 6,644 219,636 SH   SOLE   219,636 0 0
MOHAWK INDS INC COM 608190104 4,755 40,654 SH   SOLE   40,654 0 0
MSA SAFETY INC COM 553498106 4,695 49,799 SH   SOLE   49,799 0 0
MUELLER WTR PRODS INC COM 624758108 10,081 1,107,800 SH   SOLE   1,107,800 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,391 287,576 SH   SOLE   287,576 0 0
NOBLE CORP PLC SHS USD COM G65431101 3,407 1,300,546 SH   SOLE   1,300,546 0 0
NORFOLK SOUTHN CORP COM 655844108 3,441 23,009 SH   SOLE   23,009 0 0
NORTHERN TRUST CORP COM 665859104 10,786 129,036 SH   SOLE   129,036 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 12,205 35,446 SH   SOLE   35,446 0 0
PROGRESSIVE CORP OHIO COM 743315103 7,989 132,416 SH   SOLE   132,416 0 0
SMUCKER J M CO COM 832696405 9,230 98,723 SH   SOLE   98,723 0 0
SONOCO PRODUCTS COM 835495102 12,909 242,973 SH   SOLE   242,973 0 0
STERIS PLC SHARES COM G84720104 9,763 91,375 SH   SOLE   91,375 0 0
TIFFANY & CO NEW COM 886547108 5,907 73,364 SH   SOLE   73,364 0 0
VALMONT INDS INC COM 920253101 7,097 63,962 SH   SOLE   63,962 0 0
VARIAN MED SYS INC COM 92220P105 9,219 81,361 SH   SOLE   81,361 0 0
WABTEC CORP COM 929740108 3,460 49,249 SH   SOLE   49,249 0 0
WERNER ENTERPRISES INC COM 950755108 7,705 260,829 SH   SOLE   260,829 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 13,041 15,205 SH   SOLE   15,205 0 0
WILLIAMS SONOMA INC COM 969904101 5,366 106,372 SH   SOLE   106,372 0 0
ZIMMER HLDGS INC COM 98956P102 6,839 65,938 SH   SOLE   65,938 0 0