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 17,399 20,542 SH   SOLE   20,542 0 0
APTARGROUP INC COM 038336103 4,852 41,292 SH   SOLE   41,292 0 0
ARROW ELECTRS INC COM 042735100 13,425 113,165 SH   SOLE   113,165 0 0
BERKLEY W R CORP COM 084423102 6,880 103,312 SH   SOLE   103,312 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 11,666 108,307 SH   SOLE   108,307 0 0
CASEYS GEN STORES INC COM 147528103 10,653 53,755 SH   SOLE   53,755 0 0
COMMERCE BANCSHARES INC COM 200525103 7,582 105,910 SH   SOLE   105,910 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 18,757 165,832 SH   SOLE   165,832 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,774 148,380 SH   SOLE   148,380 0 0
EATON CORP PLC SHS COM G29183103 7,350 48,431 SH   SOLE   48,431 0 0
EOG RES INC COM 26875P101 10,557 88,540 SH   SOLE   88,540 0 0
FMC CORP COM 302491303 18,901 143,656 SH   SOLE   143,656 0 0
GENTEX CORP COM 371901109 7,591 260,237 SH   SOLE   260,237 0 0
HEXCEL CORP NEW COM 428291108 8,839 148,628 SH   SOLE   148,628 0 0
IDEX CORP COM 45167R104 6,509 33,951 SH   SOLE   33,951 0 0
INSIGHT ENTERPRISES INC COM 45765U103 11,790 109,855 SH   SOLE   109,855 0 0
INSTALLED BLDG PRODS INC COM 45780R101 8,621 102,033 SH   SOLE   102,033 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 11,860 44,983 SH   SOLE   44,983 0 0
LEGGETT & PLATT INC COM 524660107 23,515 675,731 SH   SOLE   675,731 0 0
M & T BANK CORP COM 55261F104 25,717 151,720 SH   SOLE   151,720 0 0
MASONITE INTL CORP NEW COM 575385109 14,648 164,690 SH   SOLE   164,690 0 0
MOHAWK INDS INC COM 608190104 12,338 99,341 SH   SOLE   99,341 0 0
MUELLER WTR PRODS INC COM 624758108 16,011 1,239,261 SH   SOLE   1,239,261 0 0
NORTHERN TRUST CORP COM 665859104 13,574 116,563 SH   SOLE   116,563 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 13,449 19,634 SH   SOLE   19,634 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,418 73,845 SH   SOLE   73,845 0 0
RPM INTL INC COM 749685103 7,726 94,868 SH   SOLE   94,868 0 0
SCHEIN HENRY INC COM 806407102 7,975 91,464 SH   SOLE   91,464 0 0
SMUCKER J M CO COM 832696405 13,701 101,180 SH   SOLE   101,180 0 0
SONOCO PRODUCTS COM 835495102 13,884 221,932 SH   SOLE   221,932 0 0
STERIS PLC SHS USD COM G8473T100 7,373 30,495 SH   SOLE   30,495 0 0
TRACTOR SUPPLY CO COM 892356106 12,159 52,103 SH   SOLE   52,103 0 0
TRIMBLE INC COM 896239100 9,789 135,692 SH   SOLE   135,692 0 0
WABTEC CORP COM 929740108 11,745 122,132 SH   SOLE   122,132 0 0
WERNER ENTERPRISES INC COM 950755108 7,714 188,148 SH   SOLE   188,148 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 18,783 16,531 SH   SOLE   16,531 0 0
WILLIAMS SONOMA INC COM 969904101 10,710 73,865 SH   SOLE   73,865 0 0
ZIMMER HLDGS INC COM 98956P102 21,933 171,487 SH   SOLE   171,487 0 0
ZIMVIE INC COM 98888T107 4,327 189,461 SH   SOLE   189,461 0 0