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
ALTERA CORP COM 021441100 612 16,876 SH   SOLE   16,876 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 27,232 405,414 SH   SOLE   405,414 0 0
ATWOOD OCEANICS INC COM 050095108 1,909 37,889 SH   SOLE   37,889 0 0
AUTOLIV INC COM 052800109 643 6,407 SH   SOLE   6,407 0 0
BECTON DICKINSON & CO COM 075887109 673 5,750 SH   SOLE   5,750 0 0
CABOT MICROELECTRONICS CORP COM 12709p103 1,271 28,890 SH   SOLE   28,890 0 0
CAMERON INTERNATIONAL CORP COM 13342b105 28,168 456,013 SH   SOLE   456,013 0 0
CAPITOL FED FINL INC COM 14057j101 11,287 898,664 SH   SOLE   898,664 0 0
CHUBB CORP COM 171232101 943 10,565 SH   SOLE   10,565 0 0
CLEAN HARBORS INC COM 184496107 29,304 534,840 SH   SOLE   534,840 0 0
CNA FINL CORP COM 126117100 2,456 57,496 SH   SOLE   57,496 0 0
COMPASS MINERALS INTL INC COM 20451n101 34,348 416,240 SH   SOLE   416,240 0 0
CONAGRA FOODS INC COM 205887102 1,995 64,285 SH   SOLE   64,285 0 0
CONSOLIDATED EDISON INC COM 209115104 626 11,659 SH   SOLE   11,659 0 0
DEERE & CO COM 244199105 913 10,057 SH   SOLE   10,057 0 0
DENTSPLY INTL INC NEW COM 249030107 1,844 40,053 SH   SOLE   40,053 0 0
DOVER CORP COM 260003108 624 7,637 SH   SOLE   7,637 0 0
ENDURANCE SPECIALTY HLDGS LT SHS g30397106 945 17,553 SH   SOLE   17,553 0 0
EXXON MOBIL CORP COM 30231g102 19,400 198,603 SH   SOLE   198,603 0 0
FAMILY DLR STORES INC COM 307000109 1,488 25,646 SH   SOLE   25,646 0 0
FIRSTENERGY CORP COM 337932107 802 23,564 SH   SOLE   23,564 0 0
FRANKLIN RES INC COM 354613101 1,273 23,499 SH   SOLE   23,499 0 0
FRANKS INTL N V COM n33462107 15,326 618,483 SH   SOLE   618,483 0 0
GOLDCORP INC NEW COM 380956409 31,791 1,298,655 SH   SOLE   1,298,655 0 0
GREAT PLAINS ENERGY INC COM 391164100 7,774 287,517 SH   SOLE   287,517 0 0
HCC INS HLDGS INC COM 404132102 2,364 51,962 SH   SOLE   51,962 0 0
HILLSHIRE BRANDS CO COM 432589109 30,392 815,684 SH   SOLE   815,684 0 0
IMPERIAL OIL LTD COM NEW 453038408 37,448 804,460 SH   SOLE   804,460 0 0
INNOPHOS HOLDINGS INC COM 45774n108 1,942 34,249 SH   SOLE   34,249 0 0
KANSAS CITY LIFE INS CO COM 484836101 2,941 61,021 SH   SOLE   61,021 0 0
KELLOGG CO COM 487836108 37,223 593,571 SH   SOLE   593,571 0 0
METLIFE INC COM 59156r108 28,363 537,177 SH   SOLE   537,177 0 0
MKS INSTRUMENT INC COM 55306n104 37,161 1,243,267 SH   SOLE   1,243,267 0 0
MOSAIC CO NEW COM 61945c103 41,653 833,051 SH   SOLE   833,051 0 0
MURPHY OIL CORP COM 626717102 621 9,879 SH   SOLE   9,879 0 0
NATIONAL FUEL GAS CO N J COM 636180101 553 7,894 SH   SOLE   7,894 0 0
NORDSTROM INC COM 655664100 597 9,563 SH   SOLE   9,563 0 0
NORTHERN TR CORP COM 665859104 46,263 705,664 SH   SOLE   705,664 0 0
PATTERSON COMPANIES INC COM 703395103 29,983 717,981 SH   SOLE   717,981 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,864 57,651 SH   SOLE   57,651 0 0
PRICE T ROWE GROUP INC COM 74144t108 610 7,403 SH   SOLE   7,403 0 0
PROASSURANCE CORP COM 74267c106 2,501 56,159 SH   SOLE   56,159 0 0
RAYONIER INC COM 754907103 599 13,039 SH   SOLE   13,039 0 0
REPUBLIC SVCS INC COM 760759100 924 27,046 SH   SOLE   27,046 0 0
ROCKWELL COLLINS INC COM 774341101 589 7,398 SH   SOLE   7,398 0 0
SCHLUMBERGER LTD COM 806857108 28,808 295,466 SH   SOLE   295,466 0 0
SMUCKER J M CO COM NEW 832696405 644 6,621 SH   SOLE   6,621 0 0
SOUTHWESTERN ENERGY CO COM 845467109 604 13,135 SH   SOLE   13,135 0 0
STRYKER CORP COM 863667101 9,572 117,491 SH   SOLE   117,491 0 0
SYSCO CORP COM 871829107 76,261 2,110,751 SH   SOLE   2,110,751 0 0
TARGET CORP COM 87612e106 29,130 481,413 SH   SOLE   481,413 0 0
TOWNEBANK PORTSMOUTH VA COM 89214p109 2,705 174,421 SH   SOLE   174,421 0 0
WGL HLDGS INC COM 92924f106 1,919 47,915 SH   SOLE   47,915 0 0
WOODWARD INC COM 980745103 1,245 29,975 SH   SOLE   29,975 0 0
XYLEM INC COM 98419m100 39,391 1,081,582 SH   SOLE   1,081,582 0 0