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   10,104 80,806 SH   SOLE   80,806 0 0
ARROW ELECTRS INC COM 042735100   14,424 115,173 SH   SOLE   115,173 0 0
BERKLEY W R CORP COM 084423102   12,440 195,944 SH   SOLE   195,944 0 0
BROWN & BROWN INC COM 115236101   9,648 138,141 SH   SOLE   138,141 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   10,930 126,904 SH   SOLE   126,904 0 0
CABLE ONE INC COM 12685J105   8,543 13,876 SH   SOLE   13,876 0 0
CASEYS GEN STORES INC COM 147528103   8,171 30,094 SH   SOLE   30,094 0 0
COMMERCE BANCSHARES INC COM 200525103   8,133 169,508 SH   SOLE   169,508 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   14,054 148,673 SH   SOLE   148,673 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,751 288,271 SH   SOLE   288,271 0 0
EATON CORP PLC SHS COM G29183103   7,743 36,305 SH   SOLE   36,305 0 0
FMC CORP COM 302491303   12,200 182,175 SH   SOLE   182,175 0 0
GENTEX CORP COM 371901109   16,732 514,209 SH   SOLE   514,209 0 0
HEXCEL CORP NEW COM 428291108   6,821 104,713 SH   SOLE   104,713 0 0
IDEX CORP COM 45167R104   10,228 49,166 SH   SOLE   49,166 0 0
INSIGHT ENTERPRISES INC COM 45765U103   985 6,770 SH   SOLE   6,770 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   10,636 80,385 SH   SOLE   80,385 0 0
LABORATORY CORP AMER HLDGS COM 50540R409   12,853 63,929 SH   SOLE   63,929 0 0
LEGGETT & PLATT INC COM 524660107   20,406 803,077 SH   SOLE   803,077 0 0
M & T BANK CORP COM 55261F104   18,591 147,026 SH   SOLE   147,026 0 0
MASONITE INTL CORP NEW COM 575385109   14,076 150,999 SH   SOLE   150,999 0 0
MERCURY GEN CORP NEW COM 589400100   10,756 383,735 SH   SOLE   383,735 0 0
MOHAWK INDS INC COM 608190104   11,015 128,361 SH   SOLE   128,361 0 0
MUELLER WTR PRODS INC COM 624758108   12,395 977,537 SH   SOLE   977,537 0 0
NORTHERN TRUST CORP COM 665859104   13,246 190,641 SH   SOLE   190,641 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   16,517 18,173 SH   SOLE   18,173 0 0
PROGRESSIVE CORP OHIO COM 743315103   350 2,510 SH   SOLE   2,510 0 0
RPM INTL INC COM 749685103   16,486 173,883 SH   SOLE   173,883 0 0
SCHEIN HENRY INC COM 806407102   12,740 171,581 SH   SOLE   171,581 0 0
SMUCKER J M CO COM 832696405   8,863 72,107 SH   SOLE   72,107 0 0
SONOCO PRODUCTS COM 835495102   12,230 225,030 SH   SOLE   225,030 0 0
STERIS PLC SHS USD COM G8473T100   17,182 78,305 SH   SOLE   78,305 0 0
TELEFLEX INCORPORATED COM 879369106   5,535 28,181 SH   SOLE   28,181 0 0
TRACTOR SUPPLY CO COM 892356106   10,674 52,570 SH   SOLE   52,570 0 0
WABTEC CORP COM 929740108   12,809 120,529 SH   SOLE   120,529 0 0
WERNER ENTERPRISES INC COM 950755108   8,268 212,275 SH   SOLE   212,275 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   19,317 12,915 SH   SOLE   12,915 0 0
WILLIAMS SONOMA INC COM 969904101   8,120 52,254 SH   SOLE   52,254 0 0
ZIMMER HLDGS INC COM 98956P102   15,605 139,058 SH   SOLE   139,058 0 0