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 11,232 17,989 SH   SOLE   17,989 0 0
APTARGROUP INC COM 038336103 5,553 46,531 SH   SOLE   46,531 0 0
ARROW ELECTRS INC COM 042735100 18,687 166,416 SH   SOLE   166,416 0 0
AVNET INC COM 053807103 781 21,115 SH   SOLE   21,115 0 0
BERKLEY W R CORP COM 084423102 5,651 77,224 SH   SOLE   77,224 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 13,823 158,884 SH   SOLE   158,884 0 0
CASEYS GEN STORES INC COM 147528103 11,087 58,833 SH   SOLE   58,833 0 0
CIMAREX ENERGY CO COM 171798101 0 12,805 SH   SOLE   12,805 0 0
CLOROX CO DEL COM 189054109 969 5,849 SH   SOLE   5,849 0 0
COMMERCE BANCSHARES INC COM 200525103 7,906 113,457 SH   SOLE   113,457 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 19,466 167,433 SH   SOLE   167,433 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,627 271,100 SH   SOLE   271,100 0 0
EATON CORP PLC SHS COM G29183103 10,138 67,902 SH   SOLE   67,902 0 0
EOG RES INC COM 26875P101 8,528 106,238 SH   SOLE   106,238 0 0
FMC CORP COM 302491303 17,374 189,751 SH   SOLE   189,751 0 0
HEXCEL CORP NEW COM 428291108 6,227 104,841 SH   SOLE   104,841 0 0
HILL ROM HLDGS INC COM 431475102 11,774 78,493 SH   SOLE   78,493 0 0
HORMEL FOODS CORP COM 440452100 6,240 152,193 SH   SOLE   152,193 0 0
IDEX CORP COM 45167R104 5,242 25,332 SH   SOLE   25,332 0 0
INSIGHT ENTERPRISES INC COM 45765U103 9,912 110,038 SH   SOLE   110,038 0 0
INSTALLED BLDG PRODS INC COM COM 45780R101 3,955 36,915 SH   SOLE   36,915 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 15,060 53,512 SH   SOLE   53,512 0 0
LEGGETT & PLATT INC COM 524660107 17,643 393,455 SH   SOLE   393,455 0 0
M & T BANK CORP COM 55261F104 29,380 196,731 SH   SOLE   196,731 0 0
MASONITE INTL CORP NEW COM 575385109 16,295 153,542 SH   SOLE   153,542 0 0
MILLER HERMAN INC COM 600544100 440 11,673 SH   SOLE   11,673 0 0
MOHAWK INDS INC COM 608190104 14,095 79,451 SH   SOLE   79,451 0 0
MSA SAFETY INC COM 553498106 521 3,579 SH   SOLE   3,579 0 0
MUELLER WTR PRODS INC COM 624758108 17,741 1,165,618 SH   SOLE   1,165,618 0 0
NATIONAL OILWELL VARCO INC COM 637071101 0 30,500 SH   SOLE   30,500 0 0
NORFOLK SOUTHN CORP COM 655844108 4,807 20,093 SH   SOLE   20,093 0 0
NORTHERN TRUST CORP COM 665859104 16,861 156,394 SH   SOLE   156,394 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 17,836 29,189 SH   SOLE   29,189 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,726 107,598 SH   SOLE   107,598 0 0
RPM INTL INC COM 749685103 9,696 124,865 SH   SOLE   124,865 0 0
SCHEIN HENRY INC COM 806407102 4,510 59,214 SH   SOLE   59,214 0 0
SMUCKER J M CO COM 832696405 17,625 146,835 SH   SOLE   146,835 0 0
SONOCO PRODUCTS COM 835495102 14,731 247,240 SH   SOLE   247,240 0 0
STERIS PLC SHS USD COM G8473T100 7,179 35,142 SH   SOLE   35,142 0 0
TRACTOR SUPPLY CO COM 892356106 13,797 68,094 SH   SOLE   68,094 0 0
TRIMBLE INC COM 896239100 6,677 81,179 SH   SOLE   81,179 0 0
VALMONT INDS INC COM 920253101 1,023 4,353 SH   SOLE   4,353 0 0
VARIAN MED SYS INC COM 92220P105 0 13,638 SH   SOLE   13,638 0 0
WABTEC CORP COM 929740108 11,034 127,992 SH   SOLE   127,992 0 0
WERNER ENTERPRISES INC COM 950755108 4,651 105,054 SH   SOLE   105,054 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 19,124 17,879 SH   SOLE   17,879 0 0
WILLIAMS SONOMA INC COM 969904101 9,844 55,512 SH   SOLE   55,512 0 0
ZIMMER HLDGS INC COM 98956P102 13,032 89,039 SH   SOLE   89,039 0 0