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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTARGROUP INC COM 038336103   9,117 82,898 SH   SOLE   82,898 0 0
ARROW ELECTRS INC COM 042735100   14,421 137,903 SH   SOLE   137,903 0 0
BERKLEY W R CORP COM 084423102   5,502 75,823 SH   SOLE   75,823 0 0
BROWN & BROWN INC COM 115236101   9,076 159,310 SH   SOLE   159,310 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   8,747 95,529 SH   SOLE   95,529 0 0
CASEYS GEN STORES INC COM 147528103   12,480 55,626 SH   SOLE   55,626 0 0
COMMERCE BANCSHARES INC COM 200525103   9,453 138,875 SH   SOLE   138,875 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   11,359 152,129 SH   SOLE   152,129 0 0
DEVON ENERGY CORP NEW COM 25179M103   14,333 233,016 SH   SOLE   233,016 0 0
EATON CORP PLC SHS COM G29183103   8,903 56,726 SH   SOLE   56,726 0 0
FMC CORP COM 302491303   13,422 107,545 SH   SOLE   107,545 0 0
GENTEX CORP COM 371901109   11,900 436,381 SH   SOLE   436,381 0 0
HEXCEL CORP NEW COM 428291108   9,067 154,066 SH   SOLE   154,066 0 0
IDEX CORP COM 45167R104   11,487 50,310 SH   SOLE   50,310 0 0
INSIGHT ENTERPRISES INC COM 45765U103   11,444 114,127 SH   SOLE   114,127 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,649 50,558 SH   SOLE   50,558 0 0
LABORATORY CORP AMER HLDGS COM 50540R409   15,497 65,809 SH   SOLE   65,809 0 0
LEGGETT & PLATT INC COM 524660107   24,173 750,000 SH   SOLE   750,000 0 0
M & T BANK CORP COM 55261F104   16,326 112,545 SH   SOLE   112,545 0 0
MASONITE INTL CORP NEW COM 575385109   14,049 174,278 SH   SOLE   174,278 0 0
MERCURY GEN CORP NEW COM 589400100   10,403 304,179 SH   SOLE   304,179 0 0
MOHAWK INDS INC COM 608190104   13,424 131,328 SH   SOLE   131,328 0 0
MUELLER WTR PRODS INC COM 624758108   15,887 1,476,533 SH   SOLE   1,476,533 0 0
NORTHERN TRUST CORP COM 665859104   12,872 145,464 SH   SOLE   145,464 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   18,116 21,464 SH   SOLE   21,464 0 0
PROGRESSIVE CORP OHIO COM 743315103   352 2,710 SH   SOLE   2,710 0 0
RPM INTL INC COM 749685103   12,407 127,319 SH   SOLE   127,319 0 0
SCHEIN HENRY INC COM 806407102   8,974 112,361 SH   SOLE   112,361 0 0
SMUCKER J M CO COM 832696405   14,087 88,901 SH   SOLE   88,901 0 0
SONOCO PRODUCTS COM 835495102   13,986 230,376 SH   SOLE   230,376 0 0
STERIS PLC SHS USD COM G8473T100   14,895 80,648 SH   SOLE   80,648 0 0
TRACTOR SUPPLY CO COM 892356106   12,161 54,056 SH   SOLE   54,056 0 0
WABTEC CORP COM 929740108   9,681 96,995 SH   SOLE   96,995 0 0
WERNER ENTERPRISES INC COM 950755108   10,680 265,267 SH   SOLE   265,267 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   21,742 15,373 SH   SOLE   15,373 0 0
WILLIAMS SONOMA INC COM 969904101   9,367 81,505 SH   SOLE   81,505 0 0
ZIMMER HLDGS INC COM 98956P102   27,546 216,045 SH   SOLE   216,045 0 0