13F-HR 1 inftable.txt KLCM Q1-2010 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 7925 94825 SH Sole 94825 ATSI Communications Com 00209G202 1 15625 SH Sole 15625 Accenture Ltd Bermuda CL A Com G1151C101 6244 148850 SH Sole 148850 Agnico-Eagle Mines Ltd. Com 008474108 557 10000 SH Sole 10000 Anadarko Petroleum Corp. Com 032511107 328 4500 SH Sole 4500 Anthracite Capital Inc. Com 037023108 0 30770 SH Sole 30770 Arrow Electronics Inc. Com 042735100 10338 343110 SH Sole 343110 Associated Banc Corp. Com 045487105 4692 340968 SH Sole 340968 Belo Corp. Com 080555105 3192 467973 SH Sole 467973 Berkley W R Corp. Com 084423102 1668 63937 SH Sole 63937 Boston Scientific Corp. Com 101137107 5786 801322 SH Sole 801322 Cambrex Com 132011107 3320 819647 SH Sole 819647 Charles River Labs Intl. Com 159864107 7061 179625 SH Sole 179625 Charles Schwab Corp. Com 808513105 6542 350050 SH Sole 350050 Cisco Systems Com 17275r102 212 8135 SH Sole 8135 Coastal South Bankshares Com 190545103 178 11850 SH Sole 11850 Crosstex Energy Inc. Com 22765y104 152 17460 SH Sole 17460 Cumulus Media Inc. Com 231082108 36 10450 SH Sole 10450 Cytec Industries Inc. Com 232820100 10437 223297 SH Sole 223297 Darden Restaurants Inc. Com 237194105 7742 173815 SH Sole 173815 Du Pont E I De Nemours Com 263534109 7095 190525 SH Sole 190525 EMC Corp. Com 268648102 5662 313856 SH Sole 313856 Eli Lilly & Co. Com 532457108 239 6600 SH Sole 6600 Emerson Electric Co. Com 291011104 357 7088 SH Sole 7088 Exxon Mobil Corp. Com 30231g102 1508 22512 SH Sole 22512 Fastenal Company Com 311900104 307 6400 SH Sole 6400 Female Health Care Products Com 314462102 72 10000 SH Sole 10000 Fiserv Inc. Com 337738108 343 6763 SH Sole 6763 General Electric Co. Com 369604103 11034 606276 SH Sole 606276 IBM Com 459200101 590 4600 SH Sole 4600 Intel Corp. Com 458140100 10760 482707 SH Sole 482707 Interpublic Group Companies Com 460690100 6940 834124 SH Sole 834124 Johnson & Johnson Com 478160104 10538 161620 SH Sole 161620 Johnson Controls Inc. Com 478366107 441 13358 SH Sole 13358 Journal Comm. CL'A Com 481130102 3209 764070 SH Sole 764070 Kimberly-Clark Corporation Com 494368103 8214 130632 SH Sole 130632 Kraft Foods Inc. Com 50075n104 12344 408205 SH Sole 408205 Ladish Inc. Com 505754200 8579 425550 SH Sole 425550 MGIC Investment Corp. Com 552848103 748 68213 SH Sole 68213 Marshall & Ilsley Corp. Com 571837103 311 38657 SH Sole 38657 McDonalds Corp. Com 580135101 564 8453 SH Sole 8453 Medtronic Inc. Com 585055106 12117 269083 SH Sole 269083 Merck & Company Com 58933y105 220 5900 SH Sole 5900 Microsoft Corp. Com 594918104 5413 184834 SH Sole 184834 Neenah Paper Com 640079109 1824 115139 SH Sole 115139 Nexity Financial Corp. Com 65333r200 8 56001 SH Sole 56001 Orion Energy System Inc. Com 686275108 207 42240 SH Sole 42240 Pentair Inc. Com 709631105 309 8680 SH Sole 8680 Pfizer Inc. Com 717081103 503 29346 SH Sole 29346 Procter & Gamble Co. Com 742718109 9115 144061 SH Sole 144061 Schlumberger Ltd. Com 806857108 403 6352 SH Sole 6352 Sealed Air Corp. Com 81211k100 8503 403361 SH Sole 403361 Smart Balance Inc. Com 83169y108 130 20000 SH Sole 20000 Time Warner Inc. Com 887317303 7477 239119 SH Sole 239119 Tower Automotive Inc. Com 891707101 ? 202000 SH Sole 202000 US Bancorp Com 902973304 12533 484282 SH Sole 484282 Union Pacific Corp. Com 907818108 733 10000 SH Sole 10000 United Parcel Service Cl'B Com 911312106 12082 187583 SH Sole 187583 Wells Fargo & Co. Com 949746101 8601 276372 SH Sole 276372