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   9,686 81,954 SH   SOLE   81,954 0 0
ARROW ELECTRS INC COM 042735100   14,612 117,015 SH   SOLE   117,015 0 0
BERKLEY W R CORP COM 084423102   9,462 151,974 SH   SOLE   151,974 0 0
BROWN & BROWN INC COM 115236101   11,195 194,963 SH   SOLE   194,963 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   9,384 94,438 SH   SOLE   94,438 0 0
CASEYS GEN STORES INC COM 147528103   11,910 55,022 SH   SOLE   55,022 0 0
COMMERCE BANCSHARES INC COM 200525103   10,007 171,498 SH   SOLE   171,498 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   12,248 151,000 SH   SOLE   151,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   12,626 249,478 SH   SOLE   249,478 0 0
EATON CORP PLC SHS COM G29183103   9,606 56,066 SH   SOLE   56,066 0 0
FMC CORP COM 302491303   12,982 106,298 SH   SOLE   106,298 0 0
GENTEX CORP COM 371901109   14,583 520,281 SH   SOLE   520,281 0 0
HEXCEL CORP NEW COM 428291108   7,234 105,998 SH   SOLE   105,998 0 0
IDEX CORP COM 45167R104   11,491 49,740 SH   SOLE   49,740 0 0
INSIGHT ENTERPRISES INC COM 45765U103   11,820 82,682 SH   SOLE   82,682 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,069 49,968 SH   SOLE   49,968 0 0
LABORATORY CORP AMER HLDGS COM 50540R409   14,928 65,070 SH   SOLE   65,070 0 0
LEGGETT & PLATT INC COM 524660107   19,504 611,780 SH   SOLE   611,780 0 0
M & T BANK CORP COM 55261F104   16,747 140,061 SH   SOLE   140,061 0 0
MASONITE INTL CORP NEW COM 575385109   15,664 172,563 SH   SOLE   172,563 0 0
MERCURY GEN CORP NEW COM 589400100   10,130 319,142 SH   SOLE   319,142 0 0
MOHAWK INDS INC COM 608190104   13,015 129,867 SH   SOLE   129,867 0 0
MUELLER WTR PRODS INC COM 624758108   18,068 1,296,114 SH   SOLE   1,296,114 0 0
NORTHERN TRUST CORP COM 665859104   14,171 160,801 SH   SOLE   160,801 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   18,015 21,219 SH   SOLE   21,219 0 0
PROGRESSIVE CORP OHIO COM 743315103   388 2,710 SH   SOLE   2,710 0 0
RPM INTL INC COM 749685103   13,271 152,123 SH   SOLE   152,123 0 0
SCHEIN HENRY INC COM 806407102   9,057 111,079 SH   SOLE   111,079 0 0
SMUCKER J M CO COM 832696405   13,836 87,918 SH   SOLE   87,918 0 0
SONOCO PRODUCTS COM 835495102   13,897 227,819 SH   SOLE   227,819 0 0
STERIS PLC SHS USD COM G8473T100   17,052 89,146 SH   SOLE   89,146 0 0
TELEFLEX INCORPORATED COM 879369106   4,852 19,155 SH   SOLE   19,155 0 0
TRACTOR SUPPLY CO COM 892356106   12,501 53,187 SH   SOLE   53,187 0 0
WABTEC CORP COM 929740108   9,690 95,886 SH   SOLE   95,886 0 0
WERNER ENTERPRISES INC COM 950755108   9,768 214,724 SH   SOLE   214,724 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   18,038 13,095 SH   SOLE   13,095 0 0
WILLIAMS SONOMA INC COM 969904101   9,803 80,579 SH   SOLE   80,579 0 0
ZIMMER HLDGS INC COM 98956P102   25,304 195,855 SH   SOLE   195,855 0 0