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 7,356 15,038 SH   SOLE   15,038 0 0
APTARGROUP INC COM 038336103 5,348 47,758 SH   SOLE   47,758 0 0
ARROW ELECTRS INC COM 042735100 12,390 180,379 SH   SOLE   180,379 0 0
AVNET INC COM 053807103 589 21,115 SH   SOLE   21,115 0 0
BERKLEY W R CORP COM 084423102 4,518 78,866 SH   SOLE   78,866 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 11,031 139,525 SH   SOLE   139,525 0 0
CASEYS GEN STORES INC COM 147528103 8,985 60,090 SH   SOLE   60,090 0 0
CIMAREX ENERGY CO COM 171798101 352 12,805 SH   SOLE   12,805 0 0
CLOROX CO DEL COM 189054109 7,952 36,249 SH   SOLE   36,249 0 0
COMMERCE BANCSHARES INC COM 200525103 6,566 110,417 SH   SOLE   110,417 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 12,818 161,968 SH   SOLE   161,968 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,217 283,703 SH   SOLE   283,703 0 0
EATON CORP PLC SHS COM G29183103 8,261 94,438 SH   SOLE   94,438 0 0
EOG RES INC COM 26875P101 2,554 50,421 SH   SOLE   50,421 0 0
FMC CORP COM 302491303 9,416 94,522 SH   SOLE   94,522 0 0
HEXCEL CORP NEW COM 428291108 4,475 98,970 SH   SOLE   98,970 0 0
HORMEL FOODS CORP COM 440452100 3,883 80,435 SH   SOLE   80,435 0 0
IDEX CORP COM 45167R104 4,089 25,871 SH   SOLE   25,871 0 0
INSIGHT ENTERPRISES INC COM 45765U103 4,429 90,016 SH   SOLE   90,016 0 0
LABORATORY CORP AMER HLDGS COM 50540R409 13,089 78,799 SH   SOLE   78,799 0 0
LEGGETT & PLATT INC COM 524660107 18,519 526,865 SH   SOLE   526,865 0 0
M & T BANK CORP COM 55261F104 13,556 130,384 SH   SOLE   130,384 0 0
MASONITE INTL CORP NEW COM 575385109 11,741 150,945 SH   SOLE   150,945 0 0
MILLER HERMAN INC COM 600544100 4,488 190,081 SH   SOLE   190,081 0 0
MOHAWK INDS INC COM 608190104 11,928 117,215 SH   SOLE   117,215 0 0
MSA SAFETY INC COM 553498106 410 3,579 SH   SOLE   3,579 0 0
MUELLER WTR PRODS INC COM 624758108 18,604 1,972,884 SH   SOLE   1,972,884 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,296 269,032 SH   SOLE   269,032 0 0
NORFOLK SOUTHN CORP COM 655844108 3,607 20,544 SH   SOLE   20,544 0 0
NORTHERN TRUST CORP COM 665859104 11,016 138,840 SH   SOLE   138,840 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 13,512 32,044 SH   SOLE   32,044 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,807 109,932 SH   SOLE   109,932 0 0
RPM INTL INC COM 749685103 3,492 46,528 SH   SOLE   46,528 0 0
SMUCKER J M CO COM 832696405 11,561 109,262 SH   SOLE   109,262 0 0
SONOCO PRODUCTS COM 835495102 14,872 284,407 SH   SOLE   284,407 0 0
STERIS PLC SHS USD COM G8473T100 3,684 24,010 SH   SOLE   24,010 0 0
TIFFANY & CO NEW COM 886547108 622 5,097 SH   SOLE   5,097 0 0
TRACTOR SUPPLY CO COM 892356106 10,626 80,627 SH   SOLE   80,627 0 0
TRIMBLE INC COM 896239100 3,594 83,216 SH   SOLE   83,216 0 0
VALMONT INDS INC COM 920253101 495 4,353 SH   SOLE   4,353 0 0
VARIAN MED SYS INC COM 92220P105 12,723 103,845 SH   SOLE   103,845 0 0
WABTEC CORP COM 929740108 3,370 58,544 SH   SOLE   58,544 0 0
WERNER ENTERPRISES INC COM 950755108 4,664 107,139 SH   SOLE   107,139 0 0
WHITE MOUNT INS GRP LTD COM G9618E107 10,836 12,203 SH   SOLE   12,203 0 0
WILLIAMS SONOMA INC COM 969904101 5,722 69,772 SH   SOLE   69,772 0 0
ZIMMER HLDGS INC COM 98956P102 9,834 82,388 SH   SOLE   82,388 0 0