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 9,269 14,800 SH   SOLE   14,800 0 0
APTARGROUP INC COM 038336103 6,658 46,995 SH   SOLE   46,995 0 0
ARROW ELECTRS INC COM 042735100 18,547 167,358 SH   SOLE   167,358 0 0
AVNET INC COM 053807103 876 21,115 SH   SOLE   21,115 0 0
BERKLEY W R CORP COM 084423102 5,851 77,648 SH   SOLE   77,648 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 10,734 112,485 SH   SOLE   112,485 0 0
CASEYS GEN STORES INC COM 147528103 12,790 59,160 SH   SOLE   59,160 0 0
CIMAREX ENERGY CO COM 171798101 760 12,805 SH   SOLE   12,805 0 0
CLOROX CO DEL COM 189054109 6,890 35,720 SH   SOLE   35,720 0 0
COMMERCE BANCSHARES INC COM 200525103 8,739 114,065 SH   SOLE   114,065 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 18,156 168,466 SH   SOLE   168,466 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,959 272,725 SH   SOLE   272,725 0 0
EATON CORP PLC SHS COM G29183103 11,228 81,200 SH   SOLE   81,200 0 0
EOG RES INC COM 26875P101 4,903 67,594 SH   SOLE   67,594 0 0
FMC CORP COM 302491303 18,500 167,250 SH   SOLE   167,250 0 0
HEXCEL CORP NEW COM 428291108 5,918 105,676 SH   SOLE   105,676 0 0
HILL ROM HLDGS INC COM 431475102 4,202 38,034 SH   SOLE   38,034 0 0
HORMEL FOODS CORP COM 440452100 3,781 79,140 SH   SOLE   79,140 0 0
IDEX CORP COM 45167R104 5,331 25,467 SH   SOLE   25,467 0 0
INSIGHT ENTERPRISES INC COM 45765U103 10,567 110,744 SH   SOLE   110,744 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 17,216 67,504 SH   SOLE   67,504 0 0
LEGGETT & PLATT INC COM 524660107 19,783 433,370 SH   SOLE   433,370 0 0
M & T BANK CORP COM 55261F104 23,201 153,031 SH   SOLE   153,031 0 0
MASONITE INTL CORP NEW COM 575385109 15,409 133,709 SH   SOLE   133,709 0 0
MERCURY GEN CORP NEW COM 589400100 213 3,500 SH   SOLE   3,500 0 0
MILLER HERMAN INC COM 600544100 480 11,673 SH   SOLE   11,673 0 0
MOHAWK INDS INC COM 608190104 17,633 91,688 SH   SOLE   91,688 0 0
MSA SAFETY INC COM 553498106 537 3,579 SH   SOLE   3,579 0 0
MUELLER WTR PRODS INC COM 624758108 16,283 1,172,258 SH   SOLE   1,172,258 0 0
NATIONAL OILWELL VARCO INC COM 637071101 0 30,500 SH   SOLE   30,500 0 0
NORFOLK SOUTHN CORP COM 655844108 5,426 20,206 SH   SOLE   20,206 0 0
NORTHERN TRUST CORP COM 665859104 16,532 157,283 SH   SOLE   157,283 0 0
NOV INC COM COM 62955J103 3,179 231,702 SH   SOLE   231,702 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 16,661 32,846 SH   SOLE   32,846 0 0
PROGRESSIVE CORP OHIO COM 743315103 10,345 108,202 SH   SOLE   108,202 0 0
RPM INTL INC COM 749685103 6,313 68,730 SH   SOLE   68,730 0 0
SMUCKER J M CO COM 832696405 20,575 162,610 SH   SOLE   162,610 0 0
SONOCO PRODUCTS COM 835495102 15,739 248,639 SH   SOLE   248,639 0 0
STERIS PLC SHS USD COM G8473T100 6,739 35,381 SH   SOLE   35,381 0 0
TRACTOR SUPPLY CO COM 892356106 14,035 79,260 SH   SOLE   79,260 0 0
TRIMBLE INC COM 896239100 6,356 81,704 SH   SOLE   81,704 0 0
VALMONT INDS INC COM 920253101 1,035 4,353 SH   SOLE   4,353 0 0
VARIAN MED SYS INC COM 92220P105 14,383 81,476 SH   SOLE   81,476 0 0
WABTEC CORP COM 929740108 10,194 128,774 SH   SOLE   128,774 0 0
WERNER ENTERPRISES INC COM 950755108 4,981 105,595 SH   SOLE   105,595 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 17,712 15,887 SH   SOLE   15,887 0 0
WILLIAMS SONOMA INC COM 969904101 9,999 55,798 SH   SOLE   55,798 0 0
ZIMMER HLDGS INC COM 98956P102 14,338 89,569 SH   SOLE   89,569 0 0