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 11,771 17,283 SH   SOLE   17,283 0 0
APTARGROUP INC COM 038336103 6,306 50,716 SH   SOLE   50,716 0 0
ARROW ELECTRS INC COM 042735100 13,615 191,037 SH   SOLE   191,037 0 0
AVNET INC COM 053807103 9,145 202,021 SH   SOLE   202,021 0 0
BERKLEY W R CORP COM 084423102 5,518 83,702 SH   SOLE   83,702 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 10,731 127,217 SH   SOLE   127,217 0 0
CASEYS GEN STORES INC COM 147528103 8,057 51,651 SH   SOLE   51,651 0 0
CIMAREX ENERGY CO COM 171798101 6,805 114,703 SH   SOLE   114,703 0 0
CLOROX CO DEL COM 189054109 8,754 57,173 SH   SOLE   57,173 0 0
COMMERCE BANCSHARES INC COM 200525103 6,664 111,692 SH   SOLE   111,692 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 16,345 290,518 SH   SOLE   290,518 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,979 244,705 SH   SOLE   244,705 0 0
EATON CORP PLC SHS COM G29183103 15,429 185,267 SH   SOLE   185,267 0 0
FMC CORP COM 302491303 4,039 48,696 SH   SOLE   48,696 0 0
HORMEL FOODS CORP COM 440452100 3,461 85,371 SH   SOLE   85,371 0 0
IDEX CORP COM 45167R104 4,723 27,437 SH   SOLE   27,437 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 14,459 83,626 SH   SOLE   83,626 0 0
LEGGETT & PLATT INC COM 524660107 14,229 370,845 SH   SOLE   370,845 0 0
M & T BANK CORP COM 55261F104 16,745 98,461 SH   SOLE   98,461 0 0
MASONITE INTL CORP NEW COM 575385109 8,281 157,189 SH   SOLE   157,189 0 0
MERCURY GEN CORP NEW COM 589400100 219 3,500 SH   SOLE   3,500 0 0
MILLER HERMAN INC COM 600544100 9,543 213,491 SH   SOLE   213,491 0 0
MOHAWK INDS INC COM 608190104 8,870 60,148 SH   SOLE   60,148 0 0
MSA SAFETY INC COM 553498106 3,714 35,243 SH   SOLE   35,243 0 0
MUELLER WTR PRODS INC COM 624758108 17,240 1,755,554 SH   SOLE   1,755,554 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,193 278,591 SH   SOLE   278,591 0 0
NOBLE CORP PLC SHS USD COM G65431101 27 14,320 SH   SOLE   14,320 0 0
NORFOLK SOUTHN CORP COM 655844108 4,349 21,820 SH   SOLE   21,820 0 0
NORTHERN TRUST CORP COM 665859104 13,196 146,623 SH   SOLE   146,623 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 11,149 30,188 SH   SOLE   30,188 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,086 101,158 SH   SOLE   101,158 0 0
SMUCKER J M CO COM 832696405 10,489 91,060 SH   SOLE   91,060 0 0
SONOCO PRODUCTS COM 835495102 13,476 206,248 SH   SOLE   206,248 0 0
STERIS PLC SHS USD COM G8473T100 11,118 74,680 SH   SOLE   74,680 0 0
TIFFANY & CO NEW COM 886547108 6,666 71,188 SH   SOLE   71,188 0 0
VALMONT INDS INC COM 920253101 5,468 43,116 SH   SOLE   43,116 0 0
VARIAN MED SYS INC COM 92220P105 10,741 78,906 SH   SOLE   78,906 0 0
WABTEC CORP COM 929740108 5,334 74,327 SH   SOLE   74,327 0 0
WERNER ENTERPRISES INC COM 950755108 6,346 204,195 SH   SOLE   204,195 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 13,189 12,912 SH   SOLE   12,912 0 0
WILLIAMS SONOMA INC COM 969904101 8,424 129,602 SH   SOLE   129,602 0 0
ZIMMER HLDGS INC COM 98956P102 9,653 81,986 SH   SOLE   81,986 0 0