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
APTARGROUP INC COM 038336103 6,826 66,136 SH   SOLE   66,136 0 0
ARROW ELECTRS INC COM 042735100 14,968 133,533 SH   SOLE   133,533 0 0
BERKLEY W R CORP COM 084423102 5,035 73,756 SH   SOLE   73,756 0 0
BROWN & BROWN INC COM 115236101 4,337 74,336 SH   SOLE   74,336 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 11,050 109,003 SH   SOLE   109,003 0 0
CASEYS GEN STORES INC COM 147528103 10,001 54,064 SH   SOLE   54,064 0 0
COMMERCE BANCSHARES INC COM 200525103 6,992 106,502 SH   SOLE   106,502 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 11,781 147,342 SH   SOLE   147,342 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,243 149,576 SH   SOLE   149,576 0 0
EATON CORP PLC SHS COM G29183103 8,309 65,948 SH   SOLE   65,948 0 0
EOG RES INC COM 26875P101 7,875 71,308 SH   SOLE   71,308 0 0
FMC CORP COM 302491303 11,994 112,084 SH   SOLE   112,084 0 0
GENTEX CORP COM 371901109 6,311 225,652 SH   SOLE   225,652 0 0
HEXCEL CORP NEW COM 428291108 7,824 149,573 SH   SOLE   149,573 0 0
IDEX CORP COM 45167R104 8,850 48,725 SH   SOLE   48,725 0 0
INSIGHT ENTERPRISES INC COM 45765U103 9,536 110,522 SH   SOLE   110,522 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,746 48,934 SH   SOLE   48,934 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 13,194 56,300 SH   SOLE   56,300 0 0
LEGGETT & PLATT INC COM 524660107 27,817 804,418 SH   SOLE   804,418 0 0
M & T BANK CORP COM 55261F104 24,293 152,413 SH   SOLE   152,413 0 0
MASONITE INTL CORP NEW COM 575385109 12,963 168,718 SH   SOLE   168,718 0 0
MOHAWK INDS INC COM 608190104 13,467 108,528 SH   SOLE   108,528 0 0
MUELLER WTR PRODS INC COM 624758108 16,770 1,429,675 SH   SOLE   1,429,675 0 0
NORTHERN TRUST CORP COM 665859104 11,315 117,282 SH   SOLE   117,282 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 15,040 23,807 SH   SOLE   23,807 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,763 40,968 SH   SOLE   40,968 0 0
RPM INTL INC COM 749685103 7,516 95,477 SH   SOLE   95,477 0 0
SCHEIN HENRY INC COM 806407102 7,063 92,036 SH   SOLE   92,036 0 0
SMUCKER J M CO COM 832696405 11,024 86,122 SH   SOLE   86,122 0 0
SONOCO PRODUCTS COM 835495102 12,734 223,252 SH   SOLE   223,252 0 0
STERIS PLC SHS USD COM G8473T100 6,325 30,682 SH   SOLE   30,682 0 0
TRACTOR SUPPLY CO COM 892356106 10,147 52,346 SH   SOLE   52,346 0 0
TRIMBLE INC COM 896239100 10,519 180,653 SH   SOLE   180,653 0 0
WABTEC CORP COM 929740108 10,084 122,861 SH   SOLE   122,861 0 0
WERNER ENTERPRISES INC COM 950755108 9,896 256,778 SH   SOLE   256,778 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 19,475 15,628 SH   SOLE   15,628 0 0
WILLIAMS SONOMA INC COM 969904101 12,951 116,726 SH   SOLE   116,726 0 0
ZIMMER HLDGS INC COM 98956P102 20,164 191,929 SH   SOLE   191,929 0 0