Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NFG	NATIONAL FUEL GAS CO N J	1,652,540	$94M	9.7%	$60.48	-10.8%	COM	636180101
—	FRANKS INTL N V	5,942,895	$86.83M	9.0%	$18.48	—	COM	n33462107
—	BOK FINL CORP	1,223,657	$76.72M	7.9%	$59.75	—	COM NEW	05561q201
—	DIAGEO P L C	473,067	$53.4M	5.5%	$111.76	—	SPON ADR NEW	25243q205
SLB	SCHLUMBERGER LTD	644,677	$50.98M	5.3%	$59.76	-2.5%	COM	806857108
—	PATTERSON COMPANIES INC	901,806	$43.19M	4.5%	$45.50	—	COM	703395103
NTRS	NORTHERN TR CORP	641,461	$42.5M	4.4%	$48.30	+10.8%	COM	665859104
—	PRAXAIR INC	374,524	$42.09M	4.4%	$116.58	—	COM	74005p104
DE	DEERE & CO	501,626	$40.65M	4.2%	$65.87	+6.2%	COM	244199105
—	M & T BK CORP	265,234	$31.36M	3.2%	$113.85	—	COM	55261f104
FUL	FULLER H B CO	709,664	$31.22M	3.2%	$36.88	+7.7%	COM	359694106
HTLD	HEARTLAND EXPRESS INC	1,674,945	$29.13M	3.0%	$17.86	-0.3%	COM	422347104
—	CABOT MICROELECTRONICS CORP	569,953	$24.13M	2.5%	$41.82	—	COM	12709p103
EMR	EMERSON ELEC CO	450,507	$23.5M	2.4%	$41.41	+0.3%	COM	291011104
CBSH	COMMERCE BANCSHARES INC	478,626	$22.93M	2.4%	$25.74	+15.7%	COM	200525103
HUBG	HUB GROUP INC	561,620	$21.55M	2.2%	$18.76	+4.2%	CL A	443320106
—	METLIFE INC	509,436	$20.29M	2.1%	$43.32	—	COM	59156r108
STT	STATE STR CORP	375,081	$20.22M	2.1%	$44.72	+0.9%	COM	857477103
—	FMC TECHNOLOGIES INC	738,403	$19.69M	2.0%	$27.47	—	COM	30249u101
—	ROCKWELL COLLINS INC	230,918	$19.66M	2.0%	$85.54	—	COM	774341101
UPS	UNITED PARCEL SERVICE INC	158,811	$17.11M	1.8%	$69.10	+5.8%	CL B	911312106
WMT	WAL-MART STORES INC	228,164	$16.66M	1.7%	$18.23	+7.0%	COM	931142103
LNN	LINDSAY CORP	244,499	$16.59M	1.7%	$66.21	-4.5%	COM	535555106
ABT	ABBOTT LABS	301,393	$11.85M	1.2%	$33.00	+1.1%	COM	002824100
SCHW	SCHWAB CHARLES CORP NEW	422,543	$10.7M	1.1%	$24.98	+0.8%	COM	808513105
—	AGL RES INC	154,733	$10.21M	1.1%	$62.45	—	COM	001204106
JNJ	JOHNSON & JOHNSON	63,882	$7.749M	0.8%	$75.04	+16.0%	COM	478160104
—	NATIONAL WESTN LIFE GROUP IN	38,955	$7.607M	0.8%	$248.78	—	CL A	638517102
—	ST JUDE MED INC	92,319	$7.201M	0.7%	$78.00	—	COM	790849103
—	SMITH & NEPHEW PLC	133,189	$4.571M	0.5%	$34.48	—	SPDN ADR NEW	83175m205
NSC	NORFOLK SOUTHERN CORP	52,344	$4.456M	0.5%	$65.43	+6.6%	COM	655844108
—	VARIAN MED SYS INC	53,705	$4.416M	0.5%	$82.23	—	COM	92220p105
—	DRIL-QUIP INC	71,646	$4.186M	0.4%	$59.59	—	COM	262037104
—	FLOWSERVE CORP	88,919	$4.016M	0.4%	$47.11	—	COM	34354p105
—	ITT INC	125,416	$4.011M	0.4%	$31.98	—	COM	45073v108
—	PIEDMONT NAT GAS INC	50,183	$3.017M	0.3%	$60.12	—	COM	720186105
—	VALSPAR CORP	27,742	$2.997M	0.3%	$108.03	—	COM	920355104
WAT	WATERS CORP	21,272	$2.992M	0.3%	$131.90	+2.6%	COM	941848103
CNA	CNA FINL CORP	94,380	$2.965M	0.3%	$16.32	-0.3%	COM	126117100
—	SANDERSON FARMS INC	18,233	$1.58M	0.2%	$86.66	—	COM	800013104
SSD	SIMPSON MANUFACTURING CO INC	39,353	$1.573M	0.2%	$30.93	+11.5%	COM	829073105
—	TRAVELERS COMPANIES INC	13,212	$1.573M	0.2%	$119.06	—	COM	89417e109
DOV	DOVER CORP	22,452	$1.556M	0.2%	$45.09	+1.7%	COM	260003108
RYN	RAYONIER INC	58,447	$1.534M	0.2%	$27.37	—	COM	754907103
—	NATIONAL OILWELL VARCO INC	45,483	$1.531M	0.2%	$33.66	—	COM	637071101
—	XILINX INC	33,132	$1.528M	0.2%	$46.12	—	COM	983919101
GWW	GRAINGER W W INC	6,706	$1.524M	0.2%	$196.22	0.0%	COM	384802104
—	XYLEM INC	33,671	$1.503M	0.2%	$33.05	—	COM	98419m100
HAL	HALLIBURTON CO	32,952	$1.492M	0.2%	$27.86	+22.5%	COM	406216101
JBHT	HUNT J B TRANS SVCS INC	18,394	$1.489M	0.2%	$75.46	0.0%	COM	445658107
WWD	WOODWARD INC	25,724	$1.483M	0.2%	$44.86	+15.7%	COM	980745103
—	BB&T CORP	41,622	$1.482M	0.2%	$35.61	—	COM	054937107
—	CORRECTIONS CORP AMER NEW	41,544	$1.455M	0.2%	$30.51	—	COM NEW	22025y407
—	MONSANTO CO NEW	14,047	$1.453M	0.2%	$87.75	—	COM	61166w101
CFR	CULLEN FROST BANKERS INC	22,768	$1.451M	0.2%	$42.12	+10.8%	COM	229899109
FLR	FLUOR CORP NEW	28,778	$1.418M	0.1%	$43.93	+8.6%	COM	343412102
UMBF	UMB FINL CORP	26,375	$1.403M	0.1%	$48.04	+13.1%	COM	902788108
—	TE CONNECTIVITY LTD	23,786	$1.358M	0.1%	$60.97	—	REG SHS	h84989104
—	NORDSTROM INC	32,775	$1.247M	0.1%	$46.95	—	COM	655664100