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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 543 3,853 SH   SOLE   3,853 0 0
ALBEMARLE CORP COM 012653101 55,661 722,214 SH   SOLE   554,092 0 168,122
ALEXANDER & BALDWIN INC NEW COM 014491104 21,866 1,189,680 SH   SOLE   1,148,225 0 41,455
ALLEGHANY CORP DEL COM 017175100 115,154 184,743 SH   SOLE   152,801 0 31,942
ALPHABET INC CAP STK CL C 02079K107 124,132 119,864 SH   SOLE   93,934 0 25,930
ALTRIA GROUP INC COM 02209S103 180,265 3,649,826 SH   SOLE   3,324,044 0 325,782
AMAZON COM INC COM 023135106 481 320 SH   SOLE   320 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 244 2,700 SH   SOLE   2,700 0 0
AMGEN INC COM 031162100 295 1,517 SH   SOLE   1,517 0 0
AMPHENOL CORP NEW CL A 032095101 40,033 494,114 SH   SOLE   470,722 0 23,392
APPLE INC COM 037833100 390,735 2,477,084 SH   SOLE   2,272,471 0 204,613
ARMSTRONG WORLD INDS INC NEW COM 04247X102 99,573 1,710,581 SH   SOLE   1,631,681 0 78,900
AXALTA COATING SYS LTD COM G0750C108 46,014 1,964,725 SH   SOLE   1,864,334 0 100,391
BALL CORP COM 058498106 44,476 967,307 SH   SOLE   921,560 0 45,747
BANK AMER CORP COM 060505104 33,837 1,373,245 SH   SOLE   1,049,756 0 323,489
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 349,857 1,713,475 SH   SOLE   1,502,867 0 210,608
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,060 10 SH   SOLE   10 0 0
BLACKROCK INC COM 09247X101 285,796 727,550 SH   SOLE   671,261 0 56,289
BRISTOL MYERS SQUIBB CO COM 110122108 45,460 874,564 SH   SOLE   687,113 0 187,451
BROWN FORMAN CORP CL B 115637209 30,938 650,218 SH   SOLE   620,035 0 30,183
BRUKER CORP COM 116794108 13,225 444,223 SH   SOLE   425,335 0 18,888
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 385 4,580 SH   SOLE   4,580 0 0
CARMAX INC COM 143130102 160,227 2,554,231 SH   SOLE   2,186,603 0 367,628
CARNIVAL CORP UNIT 99/99/9999 143658300 331,246 6,718,972 SH   SOLE   6,219,525 0 499,447
CHEVRON CORP NEW COM 166764100 182,971 1,681,878 SH   SOLE   1,552,506 0 129,372
CHURCHILL DOWNS INC COM 171484108 22,222 91,096 SH   SOLE   87,145 0 3,951
CINCINNATI FINL CORP COM 172062101 202,093 2,610,345 SH   SOLE   2,552,160 0 58,185
CINTAS CORP COM 172908105 33,675 200,459 SH   SOLE   191,272 0 9,187
CISCO SYS INC COM 17275R102 297,954 6,876,378 SH   SOLE   6,382,159 0 494,219
CITRIX SYS INC COM 177376100 42,603 415,808 SH   SOLE   398,102 0 17,706
COCA COLA CO COM 191216100 165,522 3,495,724 SH   SOLE   3,223,158 0 272,566
COPART INC COM 217204106 76,124 1,593,216 SH   SOLE   1,517,279 0 75,937
CORNING INC COM 219350105 15,337 507,691 SH   SOLE   507,691 0 0
COSTCO WHSL CORP NEW COM 22160K105 352 1,730 SH   SOLE   1,730 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 177,999 1,638,577 SH   SOLE   1,601,533 0 37,044
CSX CORP COM 126408103 2,255 36,302 SH   SOLE   36,302 0 0
DECKERS OUTDOOR CORP COM 243537107 53,024 414,408 SH   SOLE   394,816 0 19,592
DEERE & CO COM 244199105 37,477 251,234 SH   SOLE   200,122 0 51,112
DIAGEO P L C SPON ADR NEW 25243Q205 201,579 1,421,569 SH   SOLE   1,389,137 0 32,432
DOLLAR TREE INC COM 256746108 184,266 2,040,145 SH   SOLE   1,744,391 0 295,754
DOMINION ENERGY INC COM 25746U109 71,173 995,974 SH   SOLE   973,397 0 22,577
DRIL-QUIP INC COM 262037104 9,445 314,544 SH   SOLE   303,275 0 11,269
DUKE ENERGY CORP NEW COM NEW 26441C204 112,757 1,306,569 SH   SOLE   1,277,073 0 29,496
EATON VANCE CORP COM NON VTG 278265103 20,871 593,255 SH   SOLE   566,619 0 26,636
EDGEWELL PERS CARE CO COM 28035Q102 14,301 382,902 SH   SOLE   361,666 0 21,236
LILLY ELI & CO COM 532457108 3,402 29,398 SH   SOLE   29,398 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 74,611 1,652,518 SH   SOLE   1,575,970 0 76,548
ENTEGRIS INC COM 29362U104 48,761 1,747,756 SH   SOLE   1,663,580 0 84,176
EXXON MOBIL CORP COM 30231G102 1,231 18,052 SH   SOLE   18,052 0 0
FASTENAL CO COM 311900104 168,189 3,216,460 SH   SOLE   3,139,921 0 76,539
FEDEX CORP COM 31428X106 46,993 291,288 SH   SOLE   223,765 0 67,523
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 54,512 1,888,848 SH   SOLE   1,807,567 0 81,281
FRANKLIN RES INC COM 354613101 107,975 3,640,424 SH   SOLE   3,555,775 0 84,649
GATX CORP COM 361448103 44,841 633,259 SH   SOLE   606,822 0 26,437
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 24,220 986,567 SH   SOLE   952,710 0 33,857
GENERAL DYNAMICS CORP COM 369550108 184,694 1,174,823 SH   SOLE   1,132,250 0 42,573
GREAT LAKES DREDGE & DOCK CO COM 390607109 2,688 406,105 SH   SOLE   406,105 0 0
HASBRO INC COM 418056107 90,729 1,116,655 SH   SOLE   1,078,068 0 38,587
HERSHEY CO COM 427866108 734 6,852 SH   SOLE   6,852 0 0
HOME DEPOT INC COM 437076102 74,007 430,723 SH   SOLE   336,231 0 94,492
INGEVITY CORP COM 45688C107 38,013 454,206 SH   SOLE   435,177 0 19,029
INTEL CORP COM 458140100 209,129 4,456,185 SH   SOLE   4,356,346 0 99,839
INTERNATIONAL BUSINESS MACHS COM 459200101 837 7,364 SH   SOLE   7,364 0 0
ISHARES TR CORE S&P500 ETF 464287200 125,374 498,286 SH   SOLE   494,702 0 3,584
ISHARES TR RUS 1000 ETF 464287622 2,971 21,420 SH   SOLE   21,420 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 30,964 231,243 SH   SOLE   211,976 0 19,267
ISHARES TR CORE S&P MCP ETF 464287507 28,552 171,937 SH   SOLE   166,510 0 5,427
ISHARES TR CORE S&P SCP ETF 464287804 141 2,039 SH   SOLE   2,039 0 0
JOHNSON & JOHNSON COM 478160104 205,620 1,593,332 SH   SOLE   1,557,371 0 35,961
KAMAN CORP COM 483548103 32,676 582,557 SH   SOLE   558,210 0 24,347
KELLOGG CO COM 487836108 994 17,440 SH   SOLE   17,440 0 0
KINDER MORGAN INC DEL COM 49456B101 75,339 4,898,487 SH   SOLE   4,779,212 0 119,275
LAMB WESTON HLDGS INC COM 513272104 58,507 795,364 SH   SOLE   764,914 0 30,450
LANDSTAR SYS INC COM 515098101 44,152 461,504 SH   SOLE   442,126 0 19,378
LCI INDS COM 50189K103 10,492 157,060 SH   SOLE   151,189 0 5,871
LOWES COS INC COM 548661107 180,692 1,956,388 SH   SOLE   1,840,951 0 115,437
LPL FINL HLDGS INC COM 50212V100 235 3,850 SH   SOLE   3,850 0 0
M & T BK CORP COM 55261F104 35,584 248,608 SH   SOLE   236,955 0 11,653
MARTIN MARIETTA MATLS INC COM 573284106 103,999 605,108 SH   SOLE   511,664 0 93,444
MASONITE INTL CORP NEW COM 575385109 14,052 313,470 SH   SOLE   302,256 0 11,214
MATSON INC COM 57686G105 17,846 557,344 SH   SOLE   534,084 0 23,260
MBIA INC COM 55262C100 36,704 4,114,854 SH   SOLE   3,936,066 0 178,788
MERCK & CO INC COM 58933Y105 234,617 3,070,507 SH   SOLE   3,000,948 0 69,559
MICROSOFT CORP COM 594918104 168,497 1,658,921 SH   SOLE   1,624,326 0 34,595
MOHAWK INDS INC COM 608190104 14,994 128,200 SH   SOLE   121,957 0 6,243
MONDELEZ INTL INC CL A 609207105 1,500 37,464 SH   SOLE   37,464 0 0
MSC INDL DIRECT INC CL A 553530106 26,013 338,181 SH   SOLE   321,356 0 16,825
MSG NETWORK INC CL A 553573106 28,381 1,204,616 SH   SOLE   1,154,300 0 50,316
NETFLIX INC COM 64110L106 431 1,610 SH   SOLE   1,610 0 0
NEWMARKET CORP COM 651587107 334,645 812,066 SH   SOLE   751,957 0 60,109
NEXTERA ENERGY INC COM 65339F101 282 1,620 SH   SOLE   1,300 0 320
NIKE INC CL B 654106103 13,362 180,227 SH   SOLE   179,412 0 815
NORFOLK SOUTHERN CORP COM 655844108 315,103 2,107,152 SH   SOLE   1,930,484 0 176,668
NUTRIEN LTD COM 67077M108 325 6,920 SH   SOLE   6,920 0 0
NVIDIA CORP COM 67066G104 531 3,980 SH   SOLE   3,980 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 78,855 229,009 SH   SOLE   178,029 0 50,980
OLD DOMINION FGHT LINES INC COM 679580100 95,033 769,561 SH   SOLE   736,921 0 32,640
OLIN CORP COM PAR $1 680665205 5,409 268,952 SH   SOLE   258,537 0 10,415
PACCAR INC COM 693718108 177,338 3,103,561 SH   SOLE   3,026,081 0 77,480
PAYCHEX INC COM 704326107 189,465 2,908,134 SH   SOLE   2,827,594 0 80,540
PENSKE AUTOMOTIVE GRP INC COM 70959W103 70,972 1,760,220 SH   SOLE   1,686,780 0 73,440
PEPSICO INC COM 713448108 228 2,066 SH   SOLE   2,066 0 0
PFIZER INC COM 717081103 218,417 5,003,816 SH   SOLE   4,894,122 0 109,694
PHILIP MORRIS INTL INC COM 718172109 56,683 849,062 SH   SOLE   829,328 0 19,734
POST HLDGS INC COM 737446104 77,048 864,444 SH   SOLE   821,796 0 42,648
PRICE T ROWE GROUP INC COM 74144T108 33,979 368,057 SH   SOLE   350,629 0 17,428
PRICESMART INC COM 741511109 18,722 316,787 SH   SOLE   305,229 0 11,558
PROGRESSIVE CORP OHIO COM 743315103 151,624 2,513,229 SH   SOLE   2,024,393 0 488,836
RAYTHEON CO COM NEW 755111507 324 2,115 SH   SOLE   1,570 0 545
ROBERT HALF INTL INC COM 770323103 349 6,100 SH   SOLE   6,100 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 46,544 1,038,017 SH   SOLE   986,301 0 51,716
SERVICE CORP INTL COM 817565104 11,791 292,857 SH   SOLE   281,468 0 11,389
SHERWIN WILLIAMS CO COM 824348106 511 1,300 SH   SOLE   1,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 30,052 448,408 SH   SOLE   428,708 0 19,700
SONY CORP SPONSORED ADR 835699307 212 4,400 SH   SOLE   4,400 0 0
SOUTHWEST AIRLS CO COM 844741108 65,184 1,402,417 SH   SOLE   1,104,941 0 297,476
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,769 35,088 SH   SOLE   34,394 0 694
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 10,862 257,095 SH   SOLE   242,791 0 14,304
STARBUCKS CORP COM 855244109 238 3,700 SH   SOLE   3,700 0 0
STORE CAP CORP COM 862121100 68,037 2,403,299 SH   SOLE   2,290,899 0 112,400
STURM RUGER & CO INC COM 864159108 43,888 824,637 SH   SOLE   787,160 0 37,477
TARGET CORP COM 87612E106 108,133 1,636,152 SH   SOLE   1,600,887 0 35,265
TEJON RANCH CO COM 879080109 5,359 323,209 SH   SOLE   310,865 0 12,344
TEMPUR SEALY INTL INC COM 88023U101 12,219 295,135 SH   SOLE   282,404 0 12,731
TEXAS INSTRS INC COM 882508104 115,323 1,220,349 SH   SOLE   1,192,335 0 28,014
TIFFANY & CO NEW COM 886547108 31,107 386,374 SH   SOLE   370,366 0 16,008
TOWNEBANK PORTSMOUTH VA COM 89214P109 392 16,369 SH   SOLE   16,369 0 0
TREDEGAR CORP COM 894650100 7,420 467,863 SH   SOLE   450,643 0 17,220
U S G CORP COM NEW 903293405 105,669 2,477,007 SH   SOLE   2,365,610 0 111,397
UNIFIRST CORP MASS COM 904708104 19,557 136,700 SH   SOLE   129,003 0 7,697
UNION BANKSHARES CORP NEW COM 90539J109 20,588 729,295 SH   SOLE   702,880 0 26,415
UNITED PARCEL SERVICE INC CL B 911312106 154,789 1,587,092 SH   SOLE   1,547,892 0 39,200
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 625 6,264 SH   SOLE   6,264 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,488 43,000 SH   SOLE   43,000 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 140 1,015 SH   SOLE   1,015 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 3,327 25,204 SH   SOLE   25,030 0 174
VERIZON COMMUNICATIONS INC COM 92343V104 218,166 3,880,578 SH   SOLE   3,643,666 0 236,912
VERSUM MATLS INC COM 92532W103 43,563 1,571,547 SH   SOLE   1,505,098 0 66,449
VISA INC COM CL A 92826C839 119,407 905,009 SH   SOLE   699,837 0 205,172
VULCAN MATLS CO COM 929160109 37,191 376,425 SH   SOLE   359,216 0 17,209
WELLS FARGO CO NEW COM 949746101 302,549 6,565,734 SH   SOLE   6,122,311 0 443,423
WHIRLPOOL CORP COM 963320106 16,155 151,168 SH   SOLE   144,412 0 6,756
WHITE MTNS INS GROUP LTD COM G9618E107 69,573 81,116 SH   SOLE   77,395 0 3,721