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   10,061 81,385 SH   SOLE   81,385 0 0
ARROW ELECTRS INC COM 042735100   14,312 117,073 SH   SOLE   117,073 0 0
BERKLEY W R CORP COM 084423102   13,921 196,845 SH   SOLE   196,845 0 0
BROWN & BROWN INC COM 115236101   9,890 139,077 SH   SOLE   139,077 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   11,043 127,825 SH   SOLE   127,825 0 0
CABLE ONE INC COM 12685J105   9,851 17,699 SH   SOLE   17,699 0 0
CASEYS GEN STORES INC COM 147528103   8,316 30,269 SH   SOLE   30,269 0 0
CASS INFORMATION SYS INC COM 14808P109   2,432 53,984 SH   SOLE   53,984 0 0
COMMERCE BANCSHARES INC COM 200525103   12,432 232,774 SH   SOLE   232,774 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   13,495 128,822 SH   SOLE   128,822 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,109 289,387 SH   SOLE   289,387 0 0
EATON CORP PLC SHS COM G29183103   1,008 4,185 SH   SOLE   4,185 0 0
FMC CORP COM 302491303   14,792 234,614 SH   SOLE   234,614 0 0
GENTEX CORP COM 371901109   16,906 517,623 SH   SOLE   517,623 0 0
HEXCEL CORP NEW COM 428291108   13,251 179,670 SH   SOLE   179,670 0 0
IDEX CORP COM 45167R104   10,878 50,102 SH   SOLE   50,102 0 0
INSIGHT ENTERPRISES INC COM 45765U103   1,138 6,421 SH   SOLE   6,421 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   12,987 81,636 SH   SOLE   81,636 0 0
LABORATORY CORP AMER HLDGS COM 50540R409   12,373 54,436 SH   SOLE   54,436 0 0
LEGGETT & PLATT INC COM 524660107   21,087 805,751 SH   SOLE   805,751 0 0
M & T BANK CORP COM 55261F104   20,241 147,660 SH   SOLE   147,660 0 0
MASONITE INTL CORP NEW COM 575385109   860 10,159 SH   SOLE   10,159 0 0
MERCURY GEN CORP NEW COM 589400100   12,060 323,245 SH   SOLE   323,245 0 0
MGE ENERGY INC COM 55277P104   6,145 84,985 SH   SOLE   84,985 0 0
MOHAWK INDS INC COM 608190104   13,375 129,223 SH   SOLE   129,223 0 0
MUELLER WTR PRODS INC COM 624758108   14,167 983,831 SH   SOLE   983,831 0 0
NORTHERN TRUST CORP COM 665859104   16,187 191,829 SH   SOLE   191,829 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   17,339 18,250 SH   SOLE   18,250 0 0
PROGRESSIVE CORP OHIO COM 743315103   400 2,510 SH   SOLE   2,510 0 0
RPM INTL INC COM 749685103   19,539 175,030 SH   SOLE   175,030 0 0
SCHEIN HENRY INC COM 806407102   13,087 172,863 SH   SOLE   172,863 0 0
SMUCKER J M CO COM 832696405   9,176 72,606 SH   SOLE   72,606 0 0
SONOCO PRODUCTS COM 835495102   14,863 266,036 SH   SOLE   266,036 0 0
STERIS PLC SHS USD COM G8473T100   15,256 69,391 SH   SOLE   69,391 0 0
TELEFLEX INCORPORATED COM 879369106   7,095 28,455 SH   SOLE   28,455 0 0
TRACTOR SUPPLY CO COM 892356106   11,355 52,808 SH   SOLE   52,808 0 0
WABTEC CORP COM 929740108   15,395 121,316 SH   SOLE   121,316 0 0
WERNER ENTERPRISES INC COM 950755108   10,712 252,823 SH   SOLE   252,823 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   19,567 13,001 SH   SOLE   13,001 0 0
WILLIAMS SONOMA INC COM 969904101   8,374 41,499 SH   SOLE   41,499 0 0
ZIMMER HLDGS INC COM 98956P102   19,253 158,202 SH   SOLE   158,202 0 0