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   11,558 80,327 SH   SOLE   80,327 0 0
ARROW ELECTRS INC COM 042735100   18,091 139,743 SH   SOLE   139,743 0 0
BERKLEY W R CORP COM 084423102   13,887 157,025 SH   SOLE   157,025 0 0
BROWN & BROWN INC COM 115236101   12,018 137,281 SH   SOLE   137,281 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   12,087 158,744 SH   SOLE   158,744 0 0
CABLE ONE INC COM 12685J105   9,461 22,360 SH   SOLE   22,360 0 0
CASEYS GEN STORES INC COM 147528103   9,530 29,927 SH   SOLE   29,927 0 0
CASS INFORMATION SYS INC COM 14808P109   7,649 158,801 SH   SOLE   158,801 0 0
COMMERCE BANCSHARES INC COM 200525103   12,221 229,709 SH   SOLE   229,709 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   14,981 108,520 SH   SOLE   108,520 0 0
DEVON ENERGY CORP NEW COM 25179M103   14,326 285,497 SH   SOLE   285,497 0 0
EATON CORP PLC SHS COM G29183103   1,309 4,185 SH   SOLE   4,185 0 0
FMC CORP COM 302491303   14,746 231,484 SH   SOLE   231,484 0 0
GENTEX CORP COM 371901109   18,452 510,849 SH   SOLE   510,849 0 0
HEXCEL CORP NEW COM 428291108   12,917 177,308 SH   SOLE   177,308 0 0
IDEX CORP COM 45167R104   12,069 49,460 SH   SOLE   49,460 0 0
INSIGHT ENTERPRISES INC COM 45765U103   1,173 6,321 SH   SOLE   6,321 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,979 63,812 SH   SOLE   63,812 0 0
LABORATORY CORP AMER HLDGS COM 50540R409   11,742 53,751 SH   SOLE   53,751 0 0
LEGGETT & PLATT INC COM 524660107   15,416 805,021 SH   SOLE   805,021 0 0
M & T BANK CORP COM 55261F104   18,775 129,093 SH   SOLE   129,093 0 0
MASONITE INTL CORP NEW COM 575385109   1,292 9,829 SH   SOLE   9,829 0 0
MERCURY GEN CORP NEW COM 589400100   12,602 244,232 SH   SOLE   244,232 0 0
MGE ENERGY INC COM 55277P104   8,985 114,143 SH   SOLE   114,143 0 0
MOHAWK INDS INC COM 608190104   16,694 127,545 SH   SOLE   127,545 0 0
MUELLER WTR PRODS INC COM 624758108   15,632 971,528 SH   SOLE   971,528 0 0
NORTHERN TRUST CORP COM 665859104   14,648 164,732 SH   SOLE   164,732 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   14,996 13,284 SH   SOLE   13,284 0 0
PLEXUS CORP COM COM 729132100   1,612 16,997 SH   SOLE   16,997 0 0
PROGRESSIVE CORP OHIO COM 743315103   295 1,426 SH   SOLE   1,426 0 0
RPM INTL INC COM 749685103   20,547 172,735 SH   SOLE   172,735 0 0
SCHEIN HENRY INC COM 806407102   12,881 170,568 SH   SOLE   170,568 0 0
SMUCKER J M CO COM 832696405   11,641 92,484 SH   SOLE   92,484 0 0
SONOCO PRODUCTS COM 835495102   15,190 262,624 SH   SOLE   262,624 0 0
STERIS PLC SHS USD COM G8473T100   15,402 68,509 SH   SOLE   68,509 0 0
TELEFLEX INCORPORATED COM 879369106   8,169 36,121 SH   SOLE   36,121 0 0
TORO CO COM 891092108   7,502 81,870 SH   SOLE   81,870 0 0
TRACTOR SUPPLY CO COM 892356106   13,641 52,121 SH   SOLE   52,121 0 0
WABTEC CORP COM 929740108   14,556 99,920 SH   SOLE   99,920 0 0
WERNER ENTERPRISES INC COM 950755108   11,980 306,242 SH   SOLE   306,242 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   24,673 13,751 SH   SOLE   13,751 0 0
WILLIAMS SONOMA INC COM 969904101   1,438 4,528 SH   SOLE   4,528 0 0
ZIMMER HLDGS INC COM 98956P102   20,610 156,157 SH   SOLE   156,157 0 0