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 15,723 375,885 SH   DFND   375,885 0 0
AGL RES INC COM 001204106 5,896 90,515 SH   DFND   90,515 0 0
AIR PRODS & CHEMS INC COM 009158106 1,222 8,480 SH   DFND   8,480 0 0
ALERE INC COM 01449j105 1,106 21,850 SH   DFND   21,850 0 0
BOK FINL CORP COM NEW 05561q201 75,115 1,375,230 SH   DFND   1,375,230 0 0
CABOT MICROELECTRONICS CORP COM 12709p103 3,849 94,078 SH   DFND   94,078 0 0
CAMERON INTERNATIONAL CORP COM 13342b105 47,218 704,223 SH   DFND   704,223 0 0
CATERPILLAR INC DEL COM 149123101 1,283 16,766 SH   DFND   16,766 0 0
CNA FINL CORP COM 126117100 1,095 34,031 SH   DFND   34,031 0 0
COMMERCE BANCSHARES INC COM 200525103 39,414 876,846 SH   DFND   876,846 0 0
COMPASS MINERALS INTL INC COM 20451n101 1,034 14,589 SH   DFND   14,589 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025y407 14,919 465,494 SH   DFND   465,494 0 0
CULLEN FROST BANKERS INC COM 229899109 2,440 44,271 SH   DFND   44,271 0 0
DEERE & CO COM 244199105 36,225 470,515 SH   DFND   470,515 0 0
DIAGEO P L C SPON ADR NEW 25243q205 48,244 447,238 SH   DFND   447,238 0 0
DOVER CORP COM 260003108 1,211 18,828 SH   DFND   18,828 0 0
DRIL-QUIP INC COM 262037104 2,363 39,017 SH   DFND   39,017 0 0
EMERSON ELEC CO COM 291011104 22,514 414,007 SH   DFND   414,007 0 0
EQT CORP COM 26884l109 1,189 17,685 SH   DFND   17,685 0 0
FLOWSERVE CORP COM 34354p105 3,367 75,821 SH   DFND   75,821 0 0
FLUOR CORP NEW COM 343412102 1,227 22,841 SH   DFND   22,841 0 0
FMC TECHNOLOGIES INC COM 30249u101 22,318 815,715 SH   DFND   815,715 0 0
FRANKS INTL N V COM n33462107 111,134 6,743,541 SH   DFND   6,743,541 0 0
FULLER H B CO COM 359694106 60,851 1,433,465 SH   DFND   1,433,465 0 0
HALLIBURTON CO COM 406216101 3,504 98,099 SH   DFND   98,099 0 0
HEARTLAND EXPRESS INC COM 422347104 3,548 191,281 SH   DFND   191,281 0 0
HELMERICH & PAYNE INC COM 423452101 1,246 21,216 SH   DFND   21,216 0 0
HUB GROUP INC CL A 443320106 17,200 421,668 SH   DFND   421,668 0 0
ITT CORP NEW COM NEW 450911201 1,081 29,312 SH   DFND   29,312 0 0
JOHNSON & JOHNSON COM 478160104 14,507 134,077 SH   DFND   134,077 0 0
LINDSAY CORP COM 535555106 22,874 319,430 SH   DFND   319,430 0 0
M & T BK CORP COM 55261f104 20,529 184,950 SH   DFND   184,950 0 0
METLIFE INC COM 59156r108 19,002 432,443 SH   DFND   432,443 0 0
MONSANTO CO NEW COM 61166w101 2,232 25,436 SH   DFND   25,436 0 0
MSA SAFETY INC COM 553498106 954 19,724 SH   DFND   19,724 0 0
NATIONAL FUEL GAS CO N J COM 636180101 96,467 1,927,412 SH   DFND   1,927,412 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 16,411 71,158 SH   DFND   71,158 0 0
NORDSTROM INC COM 655664100 1,220 21,323 SH   DFND   21,323 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,578 42,984 SH   DFND   42,984 0 0
NORTHERN TR CORP COM 665859104 39,571 607,200 SH   DFND   607,200 0 0
PATTERSON COMPANIES INC COM 703395103 23,674 508,787 SH   DFND   508,787 0 0
PRAXAIR INC COM 74005p104 38,967 340,468 SH   DFND   340,468 0 0
RAYONIER INC COM 754907103 1,209 48,977 SH   DFND   48,977 0 0
ROCKWELL COLLINS INC COM 774341101 1,191 12,913 SH   DFND   12,913 0 0
SCHLUMBERGER LTD COM 806857108 15,936 216,083 SH   DFND   216,083 0 0
SCHWAB CHARLES CORP NEW COM 808513105 1,199 42,786 SH   DFND   42,786 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 1,251 32,762 SH   DFND   32,762 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175m205 1,161 34,833 SH   DFND   34,833 0 0
STATE STR CORP COM 857477103 3,564 60,905 SH   DFND   60,905 0 0
TE CONNECTIVITY LTD REG SHS h84989104 1,180 19,051 SH   DFND   19,051 0 0
UMB FINL CORP COM 902788108 3,462 67,045 SH   DFND   67,045 0 0
UNITED PARCEL SERVICE INC CL B 911312106 16,388 155,378 SH   DFND   155,378 0 0
WAL-MART STORES INC COM 931142103 15,409 224,977 SH   DFND   224,977 0 0
WATERS CORP COM 941848103 1,215 9,210 SH   DFND   9,210 0 0
WOODWARD INC COM 980745103 3,595 69,109 SH   DFND   69,109 0 0
XYLEM INC COM 98419m100 2,439 59,626 SH   DFND   59,626 0 0
ZIMMER BIOMET HLDGS INC COM 98956p102 1,156 10,845 SH   DFND   10,845 0 0