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
ALLEGHANY CORP DEL COM 017175100 15,089 24,557 SH   SOLE   24,557 0 0
APTARGROUP INC COM 038336103 10,350 115,215 SH   SOLE   115,215 0 0
ARROW ELECTRS INC COM 042735100 14,264 185,195 SH   SOLE   185,195 0 0
AVNET INC COM 053807103 8,918 213,546 SH   SOLE   213,546 0 0
BERKLEY W R CORP COM 084423102 10,137 139,431 SH   SOLE   139,431 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 7,611 81,214 SH   SOLE   81,214 0 0
CASEYS GEN STORES INC COM 147528103 15,900 144,849 SH   SOLE   144,849 0 0
CLOROX CO DEL COM 189054109 8,269 62,125 SH   SOLE   62,125 0 0
COMMERCE BANCSHARES INC COM 200525103 8,818 147,181 SH   SOLE   147,181 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 20,313 308,047 SH   SOLE   308,047 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,041 410,211 SH   SOLE   410,211 0 0
DRIL-QUIP IN COM 262037104 13,956 311,509 SH   SOLE   311,509 0 0
EATON CORP PLC SHS COM G29183103 18,944 237,069 SH   SOLE   237,069 0 0
HORMEL FOODS CORP COM 440452100 7,642 222,681 SH   SOLE   222,681 0 0
IDEX CORP COM 45167R104 7,102 49,837 SH   SOLE   49,837 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 12,974 80,211 SH   SOLE   80,211 0 0
LEGGETT & PLATT INC COM 524660107 19,846 447,377 SH   SOLE   447,377 0 0
M & T BANK CORP COM 55261F104 19,680 106,748 SH   SOLE   106,748 0 0
MERCURY GEN CORP NEW COM 589400100 8,522 185,791 SH   SOLE   185,791 0 0
MILLER HERMAN INC COM 600544100 13,877 434,350 SH   SOLE   434,350 0 0
MSA SAFETY INC COM 553498106 10,182 122,318 SH   SOLE   122,318 0 0
MUELLER WTR PRODS INC COM 624758108 6,359 584,973 SH   SOLE   584,973 0 0
NATIONAL OILWELL VARCO INC COM 637071101 18,038 490,041 SH   SOLE   490,041 0 0
NOBLE CORP PLC SHS USD COM G65431101 5,672 1,528,849 SH   SOLE   1,528,849 0 0
NORFOLK SOUTHN CORP COM 655844108 7,212 53,117 SH   SOLE   53,117 0 0
NORTHERN TRUST CORP COM 665859104 12,753 123,657 SH   SOLE   123,657 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 13,047 52,741 SH   SOLE   52,741 0 0
PRAXAIR INC COM 74005P104 211 1,464 SH   SOLE   1,464 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,126 149,779 SH   SOLE   149,779 0 0
SMUCKER J M CO COM 832696405 19,690 158,776 SH   SOLE   158,776 0 0
SONOCO PRODUCTS COM 835495102 15,601 321,679 SH   SOLE   321,679 0 0
STERIS PLC SHARES COM G84720104 11,296 120,996 SH   SOLE   120,996 0 0
TIFFANY & CO NEW COM 886547108 7,936 81,265 SH   SOLE   81,265 0 0
VALMONT INDS INC COM 920253101 9,919 67,801 SH   SOLE   67,801 0 0
VARIAN MED SYS INC COM 92220P105 7,802 63,612 SH   SOLE   63,612 0 0
WABTEC CORP COM 929740108 15,229 187,086 SH   SOLE   187,086 0 0
WERNER ENTERPRISES INC COM 950755108 11,418 312,827 SH   SOLE   312,827 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 19,832 24,111 SH   SOLE   24,111 0 0
WILLIAMS SONOMA INC COM 969904101 9,125 172,950 SH   SOLE   172,950 0 0
ZIMMER HLDGS INC COM 98956P102 5,350 49,068 SH   SOLE   49,068 0 0