13F-HR 1 inftable.txt KLCM Q1-2009 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M Company Com 88579y101 8448 169908 SH SOLE 169908 ATSI Communications Com 00209G202 1 15625 SH SOLE 15625 Agnico-Eagle Mines Ltd. Com 008474108 569 10000 SH SOLE 10000 Apache Corp. Com 037411105 3660 57100 SH SOLE 57100 Arrow Electronics Inc. Com 042735100 5776 303046 SH SOLE 303046 Associated Banc Corp. Com 045487105 5187 335721 SH SOLE 335721 Belo Corp. Com 080555105 332 543798 SH SOLE 543798 Bemis Inc. Com 081437105 4129 196893 SH SOLE 196893 Berkley W R Corp. Com 084423102 1442 63937 SH SOLE 63937 Boston Scientific Corp. Com 101137107 5945 747772 SH SOLE 747772 Cambrex Com 132011107 1973 865437 SH SOLE 865437 Coastal South Bankshares Com 190545103 178 11850 SH SOLE 11850 Crosstex Energy Inc. Com 22765y104 24 14675 SH SOLE 14675 Cumulus Media Inc. Com 231082108 736 729023 SH SOLE 729023 Cytec Industries Inc. Com 232820100 3689 245597 SH SOLE 245597 Daktronics Inc. Com 234264109 69 10500 SH SOLE 10500 Du Pont E I De Nemours Com 263534109 6778 303550 SH SOLE 303550 EMC Corp. Com 268648102 6611 579897 SH SOLE 579897 Exxon Mobil Corp. Com 30231g102 620 9105 SH SOLE 7105 Fastenal Company Com 311900104 206 6400 SH SOLE 6400 Female Health Care Products Com 314462102 37 10000 SH SOLE 10000 Fiserv Inc. Com 337738108 247 6763 SH SOLE 6763 General Electric Co. Com 369604103 5018 496317 SH SOLE 496317 General Mills Inc. Com 370334104 6821 136739 SH SOLE 136739 Halliburton Co. Com 406216101 2874 185750 SH SOLE 185750 Intel Corp. Com 458140100 8198 545447 SH SOLE 545447 Interpublic Group Companies Com 460690100 3666 889799 SH SOLE 889799 Johnson & Johnson Com 478160104 8372 159170 SH SOLE 159170 Johnson Controls Inc. Com 478366107 160 13303 SH SOLE 13303 Journal Comm. CL'A Com 481130102 612 815833 SH SOLE 815833 Kimberly-Clark Corporation Com 494368103 6147 133312 SH SOLE 133312 Kohls Corp. Com 500255104 6235 147322 SH SOLE 147322 Kraft Foods Inc. Com 50075n104 9481 425352 SH SOLE 425352 Ladish Inc. Com 505754200 2724 375175 SH SOLE 375175 MGIC Investment Corp. Com 552848103 59 41397 SH SOLE 41397 Marshall & Ilsley Corp. Com 571837103 198 35158 SH SOLE 33958 McDonalds Corp. Com 580135101 450 8253 SH SOLE 8253 Medtronic Inc. Com 585055106 4744 160968 SH SOLE 160968 Metavante Technologies Inc. Com 591407101 241 12065 SH SOLE 11665 Microsoft Corp. Com 594918104 6715 365557 SH SOLE 365557 Neenah Paper Com 640079109 534 147103 SH SOLE 147103 Nexity Financial Corp. Com 65333r200 11 28001 SH SOLE 28001 Orion Energy System Inc. Com 686275108 3 600 SH SOLE 600 Procter & Gamble Co. Com 742718109 3865 82086 SH SOLE 82086 Sealed Air Corp. Com 81211k100 6292 455938 SH SOLE 455938 Smart Balance Inc. Com 83169y108 121 20000 SH SOLE 20000 Time Warner Cable Inc. Com 88732j207 1617 65213 SH SOLE 65213 Time Warner Inc. Com 887317303 5026 260404 SH SOLE 260404 Tower Automotive Inc. Com 891707101 0 202000 SH SOLE 202000 US Bancorp Com 902973304 3225 220718 SH SOLE 204718 United Parcel Service Cl'B Com 911312106 9761 198307 SH SOLE 198307 Wells Fargo & Co. Com 949746101 1015 71290 SH SOLE 71290