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 12,056 18,060 SH   SOLE   18,060 0 0
APTARGROUP INC COM 038336103 5,721 46,707 SH   SOLE   46,707 0 0
ARROW ELECTRS INC COM 042735100 17,910 133,386 SH   SOLE   133,386 0 0
AVNET INC COM 053807103 871 21,115 SH   SOLE   21,115 0 0
BERKLEY W R CORP COM 084423102 6,385 77,502 SH   SOLE   77,502 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 15,248 141,669 SH   SOLE   141,669 0 0
CASEYS GEN STORES INC COM 147528103 11,653 59,046 SH   SOLE   59,046 0 0
CIMAREX ENERGY CO COM 171798101 0 12,805 SH   SOLE   12,805 0 0
CLOROX CO DEL COM 189054109 1,020 5,849 SH   SOLE   5,849 0 0
COMMERCE BANCSHARES INC COM 200525103 8,218 119,551 SH   SOLE   119,551 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 21,247 186,774 SH   SOLE   186,774 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,987 272,129 SH   SOLE   272,129 0 0
EATON CORP PLC SHS COM G29183103 11,769 68,099 SH   SOLE   68,099 0 0
EOG RES INC COM 26875P101 9,479 106,715 SH   SOLE   106,715 0 0
FMC CORP COM 302491303 20,919 190,362 SH   SOLE   190,362 0 0
HEXCEL CORP NEW COM 428291108 7,743 149,480 SH   SOLE   149,480 0 0
HORMEL FOODS CORP COM 440452100 7,457 152,781 SH   SOLE   152,781 0 0
IDEX CORP COM 45167R104 6,022 25,484 SH   SOLE   25,484 0 0
INSIGHT ENTERPRISES INC COM 45765U103 11,778 110,484 SH   SOLE   110,484 0 0
INSTALLED BLDG PRODS INC COM 45780R101 5,178 37,060 SH   SOLE   37,060 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 16,870 53,691 SH   SOLE   53,691 0 0
LEGGETT & PLATT INC COM 524660107 29,304 711,955 SH   SOLE   711,955 0 0
M & T BANK CORP COM 55261F104 30,296 197,266 SH   SOLE   197,266 0 0
MASONITE INTL CORP NEW COM 575385109 18,174 154,084 SH   SOLE   154,084 0 0
MILLER HERMAN INC COM 600544100 457 11,673 SH   SOLE   11,673 0 0
MOHAWK INDS INC COM 608190104 17,554 96,355 SH   SOLE   96,355 0 0
MSA SAFETY INC COM 553498106 540 3,579 SH   SOLE   3,579 0 0
MUELLER WTR PRODS INC COM 624758108 17,123 1,189,086 SH   SOLE   1,189,086 0 0
NATIONAL OILWELL VARCO INC COM 637071101 0 30,500 SH   SOLE   30,500 0 0
NORFOLK SOUTHN CORP COM 655844108 661 2,220 SH   SOLE   2,220 0 0
NORTHERN TRUST CORP COM 665859104 18,773 156,955 SH   SOLE   156,955 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 18,211 25,786 SH   SOLE   25,786 0 0
PROGRESSIVE CORP OHIO COM 743315103 11,084 107,979 SH   SOLE   107,979 0 0
RPM INTL INC COM 749685103 9,637 95,416 SH   SOLE   95,416 0 0
SCHEIN HENRY INC COM 806407102 7,132 91,988 SH   SOLE   91,988 0 0
SMUCKER J M CO COM 832696405 20,011 147,338 SH   SOLE   147,338 0 0
SONOCO PRODUCTS COM 835495102 14,364 248,129 SH   SOLE   248,129 0 0
STERIS PLC SHS USD COM G8473T100 8,584 35,264 SH   SOLE   35,264 0 0
TRACTOR SUPPLY CO COM 892356106 16,308 68,349 SH   SOLE   68,349 0 0
TRIMBLE INC COM 896239100 7,107 81,511 SH   SOLE   81,511 0 0
VALMONT INDS INC COM 920253101 1,090 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 11,835 128,492 SH   SOLE   128,492 0 0
WERNER ENTERPRISES INC COM 950755108 5,023 105,399 SH   SOLE   105,399 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 18,191 17,942 SH   SOLE   17,942 0 0
WILLIAMS SONOMA INC COM 969904101 11,642 68,835 SH   SOLE   68,835 0 0
ZIMMER HLDGS INC COM 98956P102 20,553 161,782 SH   SOLE   161,782 0 0