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
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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 555,091 3,378,111 SH   SOLE   3,378,111 0 0
A J Gallagher COM 363576109 219 4,650 SH   SOLE   4,650 0 0
Accenture Plc COM g1151c101 1,007,705 11,283,231 SH   SOLE   11,283,231 0 0
American Express COM 025816109 657,227 7,063,921 SH   SOLE   7,063,921 0 0
AmerisourceBergen COM 03073e105 789,693 8,758,796 SH   SOLE   8,758,796 0 0
Anixter Int'l COM 035290105 107,077 1,210,456 SH   SOLE   1,210,456 0 0
Armstrong World Inc COM 04247x102 69,359 1,356,795 SH   SOLE   1,356,795 0 0
Arrow Electronics Inc COM 042735100 96,468 1,666,405 SH   SOLE   1,666,405 0 0
Avery Dennison Corp COM 053611109 112,118 2,161,101 SH   SOLE   2,161,101 0 0
Bank of NY Mellon COM 064058100 887,291 21,870,626 SH   SOLE   21,870,626 0 0
Berkshire Hath Cl B COM 084670702 922,603 6,144,541 SH   SOLE   6,144,541 0 0
Broadridge Financial COM 11133t103 143,503 3,107,464 SH   SOLE   3,107,464 0 0
Carlisle Cos Inc COM 142339100 72,198 800,071 SH   SOLE   800,071 0 0
Cimarex Energy Co COM 171798101 53,053 500,498 SH   SOLE   500,498 0 0
Cintas Corp COM 172908105 423,509 5,399,142 SH   SOLE   5,399,142 0 0
Comcast Corp COM 20030n101 549,730 9,476,471 SH   SOLE   9,476,471 0 0
Comerica Inc COM 200340107 590,600 12,608,878 SH   SOLE   12,608,878 0 0
Compass Minerals COM 20451n101 775,280 866,982 SH   SOLE   866,982 0 0
Covidien Plc COM g2554f113 322 3,150 SH   SOLE   3,150 0 0
Cullen Frost Bankers COM 229899109 95,791 1,356,045 SH   SOLE   1,356,045 0 0
Danone SA ADR COM 23636t100 650,491 49,972,394 SH   SOLE   49,972,394 0 0
Devon Energy Corp COM 25179m103 645,258 10,541,712 SH   SOLE   10,541,712 0 0
Dun Bradstreet COM 26483e100 49,136 406,214 SH   SOLE   406,214 0 0
Ebay Inc COM 278642103 470,963 8,392,064 SH   SOLE   8,392,064 0 0
Expeditors Intl COM 302130109 495,441 11,106,053 SH   SOLE   11,106,053 0 0
Fairfax Financial COM 303901102 5,764 11,000 SH   SOLE   11,000 0 0
First Bus Fin Serv COM 319390100 1,195 24,948 SH   SOLE   24,948 0 0
Flir Systems Inc COM 302445101 49,645 1,536,515 SH   SOLE   1,536,515 0 0
Forward Air Corp COM 349853101 41,201 817,975 SH   SOLE   817,975 0 0
Genpact Ltd COM g3922b107 141,120 7,454,823 SH   SOLE   7,454,823 0 0
Graham Holdings Co COM 384637104 59,506 68,896 SH   SOLE   68,896 0 0
Greenlight Capital COM g4095j109 58,737 1,798,998 SH   SOLE   1,798,998 0 0
HB Fuller Co COM 359694106 131,125 2,944,639 SH   SOLE   2,944,639 0 0
Hanger Inc COM 41043f208 21,231 969,433 SH   SOLE   969,433 0 0
Honeywell Intl Inc COM 438516106 628,646 6,291,496 SH   SOLE   6,291,496 0 0
Interpublic Group COM 460690100 123,162 5,929,805 SH   SOLE   5,929,805 0 0
Kennametal Inc COM 489170100 44,895 1,254,409 SH   SOLE   1,254,409 0 0
Kirby Corp COM 497266106 29,214 361,822 SH   SOLE   361,822 0 0
Lindsay Corp COM 535555106 66,902 780,290 SH   SOLE   780,290 0 0
MKS Instruments COM 55306n104 69,652 1,903,064 SH   SOLE   1,903,064 0 0
MSC Industrial Direct COM 553530106 82,787 1,018,920 SH   SOLE   1,018,920 0 0
Manpowergroup Inc COM 56418h100 44,788 657,002 SH   SOLE   657,002 0 0
Microsoft Corp COM 594918104 627,236 13,503,457 SH   SOLE   13,503,457 0 0
NVR Inc. COM 62944t105 73,009 57,247 SH   SOLE   57,247 0 0
Nestle SA ADR COM 641069406 546,246 7,487,945 SH   SOLE   7,487,945 0 0
Net 1 UEPS Technologies Inc COM 64107n206 287 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 579,650 7,482,245 SH   SOLE   7,482,245 0 0
Paccar Inc COM 693718108 615,952 9,056,779 SH   SOLE   9,056,779 0 0
Patterson Cos Inc COM 703395103 131,354 2,730,853 SH   SOLE   2,730,853 0 0
Potash Corp COM 73755l107 1,042,743 29,522,736 SH   SOLE   29,522,736 0 0
Progress Software COM 743312100 57,844 2,140,773 SH   SOLE   2,140,773 0 0
Progressive Corp COM 743315103 632,028 23,417,102 SH   SOLE   23,417,102 0 0
Protective Life Corp COM 743674103 216 3,100 SH   SOLE   3,100 0 0
Quimica y Min ADR COM 833635105 80,842 3,385,360 SH   SOLE   3,385,360 0 0
RPX Corp COM 74972G103 64,395 4,673,055 SH   SOLE   4,673,055 0 0
Robert Half Int'l Inc COM 770323103 59,685 1,022,349 SH   SOLE   1,022,349 0 0
Ross Stores Inc COM 778296103 588,953 6,248,179 SH   SOLE   6,248,179 0 0
Ryder System Inc COM 783549108 71,869 774,033 SH   SOLE   774,033 0 0
Scansource Inc COM 806037107 73,833 1,838,481 SH   SOLE   1,838,481 0 0
Schlumberger Ltd COM 806857108 635,289 7,438,106 SH   SOLE   7,438,106 0 0
Spdr Tr Unit COM 78462f103 2,977 14,485 SH   SOLE   14,485 0 0
Sturm Ruger and Co COM 864159108 22,645 653,905 SH   SOLE   653,905 0 0
TE Connectivity Ltd COM H84989104 551,908 8,725,818 SH   SOLE   8,725,818 0 0
Time Warner Inc COM 887317303 239 2,800 SH   SOLE   2,800 0 0
UniFirst Corp COM 904708104 40,981 337,430 SH   SOLE   337,430 0 0
Unilever PLC ADR COM 904767704 387,742 9,578,601 SH   SOLE   9,578,601 0 0
UnitedHealth Group COM 91324P102 991,350 9,806,609 SH   SOLE   9,806,609 0 0
Valmont Ind COM 920253101 67,434 530,975 SH   SOLE   530,975 0 0
Varian Medical Sys COM 9222P105 112,719 1,302,960 SH   SOLE   1,302,960 0 0
WR Berkley Corp COM 084423102 103,569 2,020,456 SH   SOLE   2,020,456 0 0
Woodward Inc COM 980745103 82,811 1,682,123 SH   SOLE   1,682,123 0 0
Zions Bancorporation COM 989701107 47,375 1,661,682 SH   SOLE   1,661,682 0 0
iShares S and P 600 COM 464287804 2,139 18,757 SH   SOLE   18,757 0 0