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   7,351 52,204 SH   SOLE   52,204 0 0
ARROW ELECTRS INC COM 042735100   16,562 137,148 SH   SOLE   137,148 0 0
BERKLEY W R CORP COM 084423102   12,100 230,978 SH   SOLE   230,978 0 0
BROWN & BROWN INC COM 115236101   10,211 114,204 SH   SOLE   114,204 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209   13,739 155,907 SH   SOLE   155,907 0 0
CABLE ONE INC COM 12685J105   7,772 21,954 SH   SOLE   21,954 0 0
CASEYS GEN STORES INC COM 147528103   11,214 29,391 SH   SOLE   29,391 0 0
CASS INFORMATION SYS INC COM 14808P109   8,899 222,081 SH   SOLE   222,081 0 0
COMMERCE BANCSHARES INC COM 200525103   12,586 225,635 SH   SOLE   225,635 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108   14,741 106,380 SH   SOLE   106,380 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,269 279,947 SH   SOLE   279,947 0 0
EATON CORP PLC SHS COM G29183103   1,262 4,026 SH   SOLE   4,026 0 0
FMC CORP COM 302491303   24,436 424,609 SH   SOLE   424,609 0 0
GENTEX CORP COM 371901109   16,910 501,641 SH   SOLE   501,641 0 0
HEXCEL CORP NEW COM 428291108   13,234 211,913 SH   SOLE   211,913 0 0
IDEX CORP COM 45167R104   9,777 48,592 SH   SOLE   48,592 0 0
INSIGHT ENTERPRISES INC COM 45765U103   1,239 6,244 SH   SOLE   6,244 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,570 62,667 SH   SOLE   62,667 0 0
LABORATORY CORP AMER HLDGS COM COM 504922105   9,931 48,797 SH   SOLE   48,797 0 0
LEGGETT & PLATT INC COM 524660107   7,081 617,883 SH   SOLE   617,883 0 0
M & T BANK CORP COM 55261F104   17,908 118,311 SH   SOLE   118,311 0 0
MERCURY GEN CORP NEW COM 589400100   7,446 140,118 SH   SOLE   140,118 0 0
MGE ENERGY INC COM 55277P104   8,373 112,053 SH   SOLE   112,053 0 0
MOHAWK INDS INC COM 608190104   16,351 143,944 SH   SOLE   143,944 0 0
MUELLER WTR PRODS INC COM 624758108   14,205 792,669 SH   SOLE   792,669 0 0
NORTHERN TRUST CORP COM 665859104   13,588 161,795 SH   SOLE   161,795 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   13,784 13,052 SH   SOLE   13,052 0 0
PLEXUS CORP COM 729132100   5,210 50,498 SH   SOLE   50,498 0 0
PROGRESSIVE CORP OHIO COM 743315103   296 1,426 SH   SOLE   1,426 0 0
RPM INTL INC COM 749685103   18,269 169,659 SH   SOLE   169,659 0 0
SCHEIN HENRY INC COM 806407102   12,603 196,615 SH   SOLE   196,615 0 0
SMUCKER J M CO COM 832696405   12,422 113,922 SH   SOLE   113,922 0 0
SONOCO PRODUCTS COM 835495102   13,088 258,043 SH   SOLE   258,043 0 0
STERIS PLC SHS USD COM G8473T100   14,775 67,301 SH   SOLE   67,301 0 0
TELEFLEX INCORPORATED COM 879369106   10,106 48,046 SH   SOLE   48,046 0 0
TORO CO COM 891092108   10,846 115,985 SH   SOLE   115,985 0 0
TRACTOR SUPPLY CO COM 892356106   13,820 51,185 SH   SOLE   51,185 0 0
WABTEC CORP COM 929740108   12,296 77,797 SH   SOLE   77,797 0 0
WERNER ENTERPRISES INC COM 950755108   10,779 300,851 SH   SOLE   300,851 0 0
WHITE MOUNT INS GRP LTD COM G9618E107   20,775 11,431 SH   SOLE   11,431 0 0
WILLIAMS SONOMA INC COM 969904101   1,255 8,888 SH   SOLE   8,888 0 0
ZIMMER HLDGS INC COM 98956P102   19,892 183,284 SH   SOLE   183,284 0 0