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
3M CO COM 88579y101 2,639 24,131 SH   SOLE   24,131 0 0
AIR PRODS & CHEMS INC COM 009158106 4,731 51,662 SH   SOLE   51,662 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 17,146 306,179 SH   SOLE   306,179 0 0
AUTODESK INC COM 052769106 503 14,810 SH   SOLE   14,810 0 0
AUTOLIV INC COM 052800109 337 4,355 SH   SOLE   4,355 0 0
BARD C R INC COM 067383109 343 3,155 SH   SOLE   3,155 0 0
CABOT MICROELECTRONICS CORP COM 12709p103 11,101 336,288 SH   SOLE   336,288 0 0
CAPITOL FED FINL INC COM 14057j101 11,252 926,480 SH   SOLE   926,480 0 0
CHUBB CORP COM 171232101 341 4,030 SH   SOLE   4,030 0 0
COMPASS MINERALS INTL INC COM 20451n101 3,491 41,297 SH   SOLE   41,297 0 0
DENTSPLY INTL INC NEW COM 249030107 849 20,725 SH   SOLE   20,725 0 0
DEVON ENERGY CORP NEW COM 25179m103 322 6,200 SH   SOLE   6,200 0 0
EMPIRE DIST ELEC CO COM 291641108 342 15,340 SH   SOLE   15,340 0 0
ENDURANCE SPECIALTY HLDGS LT SHS g30397106 350 6,795 SH   SOLE   6,795 0 0
EXXON MOBIL CORP COM 30231g102 12,006 132,880 SH   SOLE   132,880 0 0
FAMILY DLR STORES INC COM 307000109 359 5,765 SH   SOLE   5,765 0 0
FLUOR CORP NEW COM 343412102 351 5,910 SH   SOLE   5,910 0 0
FRANKLIN RES INC COM 354613101 315 2,315 SH   SOLE   2,315 0 0
GOLDCORP INC NEW COM 380956409 15,601 630,860 SH   SOLE   630,860 0 0
GREAT PLAINS ENERGY INC COM 391164100 314 13,950 SH   SOLE   13,950 0 0
HCC INS HLDGS INC COM 404132102 351 8,150 SH   SOLE   8,150 0 0
HELMERICH & PAYNE INC COM 423452101 689 11,025 SH   SOLE   11,025 0 0
HILLSHIRE BRANDS CO COM 432589109 1,014 30,640 SH   SOLE   30,640 0 0
IMPERIAL OIL LTD COM NEW 453038408 17,696 463,120 SH   SOLE   463,120 0 0
ITT CORP NEW COM NEW 450911201 13,350 453,944 SH   SOLE   453,944 0 0
KANSAS CITY LIFE INS CO COM 484836101 1,365 35,662 SH   SOLE   35,662 0 0
KAYDON CORP COM 486587108 363 13,179 SH   SOLE   13,179 0 0
KELLOGG CO COM 487836108 336 5,230 SH   SOLE   5,230 0 0
LIFE TECHNOLOGIES CORP COM 53217v109 663 8,960 SH   SOLE   8,960 0 0
MEADWESTVACO CORP COM 583334107 333 9,760 SH   SOLE   9,760 0 0
METLIFE INC COM 59156r108 15,489 338,488 SH   SOLE   338,488 0 0
MKS INSTRUMENT INC COM 55306n104 17,550 661,269 SH   SOLE   661,269 0 0
MURPHY OIL CORP COM 626717102 757 12,425 SH   SOLE   12,425 0 0
NATIONAL FUEL GAS CO N J COM 636180101 11,358 195,996 SH   SOLE   195,996 0 0
NORFOLK SOUTHERN CORP COM 655844108 324 4,465 SH   SOLE   4,465 0 0
NORTHERN TR CORP COM 665859104 15,019 259,403 SH   SOLE   259,403 0 0
PATTERSON COMPANIES INC COM 703395103 13,502 359,109 SH   SOLE   359,109 0 0
PINNACLE FOODS INC DEL COM 72348p104 996 41,255 SH   SOLE   41,255 0 0
PROASSURANCE CORP COM 74267c106 357 6,845 SH   SOLE   6,845 0 0
REXNORD CORP NEW COM 76169b102 9,204 546,221 SH   SOLE   546,221 0 0
ROCKWELL COLLINS INC COM 774341101 5,956 93,926 SH   SOLE   93,926 0 0
SCHLUMBERGER LTD COM 806857108 14,360 200,393 SH   SOLE   200,393 0 0
SOUTHWEST AIRLS CO COM 844741108 9,208 714,340 SH   SOLE   714,340 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,819 214,050 SH   SOLE   214,050 0 0
STRYKER CORP COM 863667101 23,216 358,934 SH   SOLE   358,934 0 0
SYSCO CORP COM 871829107 11,248 329,277 SH   SOLE   329,277 0 0
TARGET CORP COM 87612e106 527 7,650 SH   SOLE   7,650 0 0
TE CONNECTIVITY LTD REG SHS h84989104 4,968 109,091 SH   SOLE   109,091 0 0
TEXAS INSTRS INC COM 882508104 5,859 168,113 SH   SOLE   168,113 0 0
TOWNEBANK PORTSMOUTH VA COM 89214p109 702 47,710 SH   SOLE   47,710 0 0
ULTRA PETROLEUM CORP COM 903914109 297 14,980 SH   SOLE   14,980 0 0
XILINX INC COM 983919101 514 12,965 SH   SOLE   12,965 0 0
XYLEM INC COM 98419m100 30,248 1,122,804 SH   SOLE   1,122,804 0 0