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
ABBOTT LABS COM 002824100 11,848 301,393 SH   DFND   301,393 0 0
AGL RES INC COM 001204106 10,208 154,733 SH   DFND   154,733 0 0
BB&T CORP COM 054937107 1,482 41,622 SH   DFND   41,622 0 0
BOK FINL CORP COM NEW 05561q201 76,723 1,223,657 SH   DFND   1,223,657 0 0
CABOT MICROELECTRONICS CORP COM 12709p103 24,132 569,953 SH   DFND   569,953 0 0
CNA FINL CORP COM 126117100 2,965 94,380 SH   DFND   94,380 0 0
COMMERCE BANCSHARES INC COM 200525103 22,926 478,626 SH   DFND   478,626 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025y407 1,455 41,544 SH   DFND   41,544 0 0
CULLEN FROST BANKERS INC COM 229899109 1,451 22,768 SH   DFND   22,768 0 0
DEERE & CO COM 244199105 40,652 501,626 SH   DFND   501,626 0 0
DIAGEO P L C SPON ADR NEW 25243q205 53,400 473,067 SH   DFND   473,067 0 0
DOVER CORP COM 260003108 1,556 22,452 SH   DFND   22,452 0 0
DRIL-QUIP INC COM 262037104 4,186 71,646 SH   DFND   71,646 0 0
EMERSON ELEC CO COM 291011104 23,498 450,507 SH   DFND   450,507 0 0
FLOWSERVE CORP COM 34354p105 4,016 88,919 SH   DFND   88,919 0 0
FLUOR CORP NEW COM 343412102 1,418 28,778 SH   DFND   28,778 0 0
FMC TECHNOLOGIES INC COM 30249u101 19,693 738,403 SH   DFND   738,403 0 0
FRANKS INTL N V COM n33462107 86,826 5,942,895 SH   DFND   5,942,895 0 0
FULLER H B CO COM 359694106 31,218 709,664 SH   DFND   709,664 0 0
GRAINGER W W INC COM 384802104 1,524 6,706 SH   DFND   6,706 0 0
HALLIBURTON CO COM 406216101 1,492 32,952 SH   DFND   32,952 0 0
HEARTLAND EXPRESS INC COM 422347104 29,127 1,674,945 SH   DFND   1,674,945 0 0
HUB GROUP INC CL A 443320106 21,549 561,620 SH   DFND   561,620 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,489 18,394 SH   DFND   18,394 0 0
ITT INC COM 45073v108 4,011 125,416 SH   DFND   125,416 0 0
JOHNSON & JOHNSON COM 478160104 7,749 63,882 SH   DFND   63,882 0 0
LINDSAY CORP COM 535555106 16,592 244,499 SH   DFND   244,499 0 0
M & T BK CORP COM 55261f104 31,359 265,234 SH   DFND   265,234 0 0
METLIFE INC COM 59156r108 20,291 509,436 SH   DFND   509,436 0 0
MONSANTO CO NEW COM 61166w101 1,453 14,047 SH   DFND   14,047 0 0
NATIONAL FUEL GAS CO N J COM 636180101 93,996 1,652,540 SH   DFND   1,652,540 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,531 45,483 SH   DFND   45,483 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 7,607 38,955 SH   DFND   38,955 0 0
NORDSTROM INC COM 655664100 1,247 32,775 SH   DFND   32,775 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,456 52,344 SH   DFND   52,344 0 0
NORTHERN TR CORP COM 665859104 42,503 641,461 SH   DFND   641,461 0 0
PATTERSON COMPANIES INC COM 703395103 43,187 901,806 SH   DFND   901,806 0 0
PIEDMONT NAT GAS INC COM 720186105 3,017 50,183 SH   DFND   50,183 0 0
PRAXAIR INC COM 74005p104 42,093 374,524 SH   DFND   374,524 0 0
RAYONIER INC COM 754907103 1,534 58,447 SH   DFND   58,447 0 0
ROCKWELL COLLINS INC COM 774341101 19,660 230,918 SH   DFND   230,918 0 0
SANDERSON FARMS INC COM 800013104 1,580 18,233 SH   DFND   18,233 0 0
SCHLUMBERGER LTD COM 806857108 50,981 644,677 SH   DFND   644,677 0 0
SCHWAB CHARLES CORP NEW COM 808513105 10,695 422,543 SH   DFND   422,543 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 1,573 39,353 SH   DFND   39,353 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175m205 4,571 133,189 SH   DFND   133,189 0 0
ST JUDE MED INC COM 790849103 7,201 92,319 SH   DFND   92,319 0 0
STATE STR CORP COM 857477103 20,224 375,081 SH   DFND   375,081 0 0
TE CONNECTIVITY LTD REG SHS h84989104 1,358 23,786 SH   DFND   23,786 0 0
TRAVELERS COMPANIES INC COM 89417e109 1,573 13,212 SH   DFND   13,212 0 0
UMB FINL CORP COM 902788108 1,403 26,375 SH   DFND   26,375 0 0
UNITED PARCEL SERVICE INC CL B 911312106 17,107 158,811 SH   DFND   158,811 0 0
VALSPAR CORP COM 920355104 2,997 27,742 SH   DFND   27,742 0 0
VARIAN MED SYS INC COM 92220p105 4,416 53,705 SH   DFND   53,705 0 0
WAL-MART STORES INC COM 931142103 16,661 228,164 SH   DFND   228,164 0 0
WATERS CORP COM 941848103 2,992 21,272 SH   DFND   21,272 0 0
WOODWARD INC COM 980745103 1,483 25,724 SH   DFND   25,724 0 0
XILINX INC COM 983919101 1,528 33,132 SH   DFND   33,132 0 0
XYLEM INC COM 98419m100 1,503 33,671 SH   DFND   33,671 0 0