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
ADVENT SOFTWARE INC COM 007974108 152,410 3,455,218 SH   SOLE   3,355,068 0 100,150
ALBEMARLE CORP COM 012653101 98,101 1,856,573 SH   SOLE   1,686,311 0 170,262
ALEXANDER & BALDWIN INC NEW COM 014491104 108,898 2,521,958 SH   SOLE   2,422,388 0 99,570
ALLEGHANY CORP DEL COM 017175100 75,227 154,468 SH   SOLE   115,644 0 38,824
ALLSTATE CORP COM 020002101 203 2,859 SH   SOLE   2,859 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 10 10,000 SH   SOLE   10,000 0 0
ALTRIA GROUP INC COM 02209S103 172,509 3,448,800 SH   SOLE   2,973,133 0 475,667
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 53,327 3,122,224 SH   SOLE   3,003,629 0 118,595
AMERIPRISE FINL INC COM 03076C106 216 1,651 SH   SOLE   1,651 0 0
AMPHENOL CORP NEW CL A 032095101 30,227 512,917 SH   SOLE   487,103 0 25,814
ANTHEM INC COM 036752103 287 1,857 SH   SOLE   1,857 0 0
APACHE CORP COM 037411105 27,364 453,573 SH   SOLE   299,001 0 154,572
AT&T INC COM 00206R102 338 10,348 SH   SOLE   10,348 0 0
ATWOOD OCEANICS INC COM 050095108 157,129 5,589,790 SH   SOLE   5,345,168 0 244,622
BANK AMER CORP COM 060505104 47,713 3,100,265 SH   SOLE   2,205,470 0 894,795
BAXTER INTL INC COM 071813109 363 5,297 SH   SOLE   5,297 0 0
BED BATH & BEYOND INC COM 075896100 57,329 746,715 SH   SOLE   515,590 0 231,125
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,610 12 SH   SOLE   12 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 106,814 740,117 SH   SOLE   519,258 0 220,859
BLACKROCK INC COM 09247X101 199,955 546,565 SH   SOLE   460,237 0 86,328
BLOCK H & R INC COM 093671105 21,357 665,964 SH   SOLE   635,483 0 30,481
BRISTOL MYERS SQUIBB CO COM 110122108 168,884 2,618,353 SH   SOLE   2,175,153 0 443,200
BROWN FORMAN CORP CL B 115637209 19,851 219,718 SH   SOLE   208,981 0 10,737
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 335 4,580 SH   SOLE   4,580 0 0
CA INC COM 12673P105 99,968 3,065,569 SH   SOLE   2,897,435 0 168,134
CABELAS INC COM 126804301 202,723 3,621,333 SH   SOLE   3,434,255 0 187,078
CARMAX INC COM 143130102 203,062 2,942,496 SH   SOLE   2,505,314 0 437,182
CARNIVAL CORP PAIRED CTF 143658300 181,360 3,790,977 SH   SOLE   3,126,479 0 664,498
CATERPILLAR INC DEL COM 149123101 239 2,990 SH   SOLE   2,990 0 0
CHEVRON CORP NEW COM 166764100 102,088 972,448 SH   SOLE   812,489 0 159,959
CINCINNATI FINL CORP COM 172062101 89,705 1,683,657 SH   SOLE   1,553,487 0 130,170
CINTAS CORP COM 172908105 39,336 481,890 SH   SOLE   457,733 0 24,157
CISCO SYS INC COM 17275R102 122,605 4,454,316 SH   SOLE   3,800,471 0 653,845
COCA COLA CO COM 191216100 92,124 2,271,873 SH   SOLE   1,922,201 0 349,672
CONOCOPHILLIPS COM 20825C104 112,438 1,805,935 SH   SOLE   1,519,489 0 286,446
CORNING INC COM 219350105 162,863 7,180,919 SH   SOLE   5,987,056 0 1,193,863
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 246,878 6,132,097 SH   SOLE   5,858,108 0 273,989
COSTCO WHSL CORP NEW COM 22160K105 262 1,730 SH   SOLE   1,730 0 0
CSX CORP COM 126408103 2,091 63,119 SH   SOLE   63,119 0 0
DANA HLDG CORP COM 235825205 105,518 4,986,700 SH   SOLE   4,790,343 0 196,357
DECKERS OUTDOOR CORP COM 243537107 185,252 2,542,229 SH   SOLE   2,467,570 0 74,659
DEERE & CO COM 244199105 64,313 733,417 SH   SOLE   518,888 0 214,529
DOLLAR TREE INC COM 256746108 127,229 1,567,914 SH   SOLE   1,476,873 0 91,041
DOMINION RES INC VA NEW COM 25746U109 42,360 597,716 SH   SOLE   564,481 0 33,235
DOW CHEM CO COM 260543103 274 5,709 SH   SOLE   5,709 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 54,239 706,417 SH   SOLE   666,339 0 40,078
E M C CORP MASS COM 268648102 57,487 2,249,105 SH   SOLE   1,597,817 0 651,288
EATON VANCE CORP COM NON VTG 278265103 122,178 2,934,151 SH   SOLE   2,847,309 0 86,842
ENERGIZER HLDGS INC COM 29266R108 179,461 1,299,967 SH   SOLE   1,150,791 0 149,176
EXELIS INC COM 30162A108 162,989 6,688,116 SH   SOLE   6,421,073 0 267,043
EXXON MOBIL CORP COM 30231G102 2,113 24,864 SH   SOLE   24,864 0 0
FASTENAL CO COM 311900104 262 6,312 SH   SOLE   6,312 0 0
FEDERATED INVS INC PA CL B 314211103 100,942 2,978,508 SH   SOLE   2,827,647 0 150,861
FEDEX CORP COM 31428X106 34,843 210,597 SH   SOLE   146,826 0 63,771
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 171,205 7,989,023 SH   SOLE   7,721,925 0 267,098
FORD MTR CO DEL COM PAR $0.01 345370860 352 21,807 SH   SOLE   21,807 0 0
GENERAL DYNAMICS CORP COM 369550108 193,431 1,425,117 SH   SOLE   1,295,564 0 129,553
GENERAL ELECTRIC CO COM 369604103 5,148 207,511 SH   SOLE   207,511 0 0
HASBRO INC COM 418056107 190,930 3,019,127 SH   SOLE   2,887,735 0 131,392
HERSHEY CO COM 427866108 1,066 10,559 SH   SOLE   10,559 0 0
INTEL CORP COM 458140100 132,027 4,222,146 SH   SOLE   3,633,174 0 588,972
INTERNATIONAL BUSINESS MACHS COM 459200101 43,102 268,547 SH   SOLE   194,811 0 73,736
INTL PAPER CO COM 460146103 201 3,619 SH   SOLE   3,619 0 0
JOHNSON & JOHNSON COM 478160104 909 9,037 SH   SOLE   9,037 0 0
JPMORGAN CHASE & CO COM 46625H100 534 8,815 SH   SOLE   8,815 0 0
KAMAN CORP COM 483548103 55,852 1,316,324 SH   SOLE   1,263,459 0 52,865
KELLOGG CO COM 487836108 342 5,180 SH   SOLE   5,180 0 0
KINDER MORGAN INC DEL COM 49456B101 146,410 3,480,993 SH   SOLE   3,264,554 0 216,439
KRAFT FOODS GROUP INC COM 50076Q106 455 5,221 SH   SOLE   5,221 0 0
LANDSTAR SYS INC COM 515098101 281 4,240 SH   SOLE   4,240 0 0
LILLY ELI & CO COM 532457108 184,579 2,540,663 SH   SOLE   2,138,163 0 402,500
LORILLARD INC COM 544147101 209,696 3,208,813 SH   SOLE   3,026,697 0 182,116
LOWES COS INC COM 548661107 196,461 2,640,972 SH   SOLE   2,241,064 0 399,908
M & T BK CORP COM 55261F104 55,163 434,358 SH   SOLE   422,636 0 11,722
MARTIN MARIETTA MATLS INC COM 573284106 52,116 372,787 SH   SOLE   370,743 0 2,044
MATSON INC COM 57686G105 112,369 2,665,302 SH   SOLE   2,560,476 0 104,826
MBIA INC COM 55262C100 126,524 13,604,713 SH   SOLE   12,989,918 0 614,795
METHANEX CORP COM 59151K108 31,090 580,350 SH   SOLE   577,133 0 3,217
METLIFE INC COM 59156R108 328 6,491 SH   SOLE   6,491 0 0
MICROSOFT CORP COM 594918104 92,841 2,283,635 SH   SOLE   1,993,009 0 290,626
MONARCH FINANCIAL HOLDINGS I COM 60907Q100 211 16,854 SH   SOLE   16,854 0 0
MONDELEZ INTL INC CL A 609207105 1,778 49,266 SH   SOLE   49,266 0 0
MONTPELIER RE HOLDINGS LTD SHS G62185106 102,447 2,665,137 SH   SOLE   2,562,292 0 102,845
MOSAIC CO NEW COM 61945C103 110,312 2,394,960 SH   SOLE   2,026,156 0 368,804
MRC GLOBAL INC COM 55345K103 37,517 3,165,978 SH   SOLE   3,042,344 0 123,634
NAVIENT CORP COM 63938C108 214 10,539 SH   SOLE   10,539 0 0
NETAPP INC COM 64110D104 22,129 624,054 SH   SOLE   592,634 0 31,420
NEWMARKET CORP COM 651587107 572,837 1,198,906 SH   SOLE   1,099,383 0 99,523
NIKE INC CL B 654106103 474 4,720 SH   SOLE   4,720 0 0
NORDSTROM INC COM 655664100 1,456 18,130 SH   SOLE   18,130 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,616 25,417 SH   SOLE   25,417 0 0
NORTHROP GRUMMAN CORP COM 666807102 228 1,415 SH   SOLE   1,415 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 493 2,280 SH   SOLE   2,280 0 0
OLD DOMINION FGHT LINES INC COM 679580100 180,469 2,334,662 SH   SOLE   2,215,697 0 118,965
OLIN CORP COM PAR $1 680665205 164,393 5,130,884 SH   SOLE   4,926,925 0 203,959
ORBITAL ATK INC COM 68557N103 245,257 3,200,535 SH   SOLE   3,038,786 0 161,749
PAYCHEX INC COM 704326107 102,277 2,061,419 SH   SOLE   1,944,889 0 116,530
PEPSICO INC COM 713448108 276 2,884 SH   SOLE   2,884 0 0
PFIZER INC COM 717081103 148,631 4,272,224 SH   SOLE   3,683,272 0 588,952
PHILIP MORRIS INTL INC COM 718172109 3,638 48,291 SH   SOLE   48,291 0 0
PNC FINL SVCS GROUP INC COM 693475105 207 2,222 SH   SOLE   2,222 0 0
POLARIS INDS INC COM 731068102 268 1,900 SH   SOLE   1,900 0 0
POTASH CORP SASK INC COM 73755L107 240 7,430 SH   SOLE   7,430 0 0
PRICESMART INC COM 741511109 188,316 2,216,002 SH   SOLE   2,142,684 0 73,318
PUBLIC SVC ENTERPRISE GROUP COM 744573106 211 5,030 SH   SOLE   5,030 0 0
PULTE GROUP INC COM 745867101 40,103 1,803,988 SH   SOLE   1,600,769 0 203,219
REYNOLDS AMERICAN INC COM 761713106 74,908 1,087,041 SH   SOLE   1,037,776 0 49,265
RITCHIE BROS AUCTIONEERS COM 767744105 46,812 1,876,966 SH   SOLE   1,804,694 0 72,272
ROBERT HALF INTL INC COM 770323103 369 6,100 SH   SOLE   6,100 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 351 5,877 SH   SOLE   5,877 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 49,511 722,153 SH   SOLE   501,094 0 221,059
SERVICE CORP INTL COM 817565104 228,841 8,784,688 SH   SOLE   8,438,917 0 345,771
SHERWIN WILLIAMS CO COM 824348106 370 1,300 SH   SOLE   1,300 0 0
SMITH & WESSON HLDG CORP COM 831756101 10,636 835,495 SH   SOLE   579,820 0 255,675
STURM RUGER & CO INC COM 864159108 118,923 2,396,191 SH   SOLE   2,328,193 0 67,998
SUPERIOR ENERGY SVCS INC COM 868157108 126,941 5,682,198 SH   SOLE   5,451,519 0 230,679
SYMANTEC CORP COM 871503108 20,872 893,294 SH   SOLE   848,900 0 44,394
TEJON RANCH CO COM 879080109 49,134 1,857,636 SH   SOLE   1,783,803 0 73,833
TEJON RANCH CO *W EXP 08/31/201 879080133 251 314,202 SH   SOLE   299,783 0 14,419
TEMPUR SEALY INTL INC COM 88023U101 225,107 3,898,635 SH   SOLE   3,773,642 0 124,993
TENET HEALTHCARE CORP COM NEW 88033G407 248,007 5,009,217 SH   SOLE   4,847,189 0 162,028
TERADATA CORP DEL COM 88076W103 53,983 1,222,999 SH   SOLE   1,216,257 0 6,742
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 230 3,693 SH   SOLE   3,693 0 0
THE ADT CORPORATION COM 00101J106 70,547 1,699,101 SH   SOLE   1,689,627 0 9,474
TOTAL S A SPONSORED ADR 89151E109 357 7,190 SH   SOLE   7,190 0 0
TRAVELERS COMPANIES INC COM 89417E109 332 3,067 SH   SOLE   3,067 0 0
TREDEGAR CORP COM 894650100 47,801 2,377,013 SH   SOLE   2,167,085 0 209,928
U S G CORP COM NEW 903293405 104,076 3,897,984 SH   SOLE   3,745,247 0 152,737
UNION PAC CORP COM 907818108 408 3,767 SH   SOLE   3,767 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 94,129 1,935,615 SH   SOLE   1,663,886 0 271,729
VISA INC COM CL A 92826C839 73,580 1,124,898 SH   SOLE   763,170 0 361,728
VISTA OUTDOOR INC COM 928377100 168,567 3,936,648 SH   SOLE   3,765,443 0 171,205
VOYA FINL INC COM 929089100 20,721 480,662 SH   SOLE   456,656 0 24,006
VULCAN MATLS CO COM 929160109 19,577 232,236 SH   SOLE   220,716 0 11,520
WADDELL & REED FINL INC CL A 930059100 148,589 2,999,367 SH   SOLE   2,876,386 0 122,981
WAL-MART STORES INC COM 931142103 1,419 17,251 SH   SOLE   17,251 0 0
WELLS FARGO & CO NEW COM 949746101 215,597 3,963,179 SH   SOLE   3,355,962 0 607,217
WHIRLPOOL CORP COM 963320106 26,552 131,406 SH   SOLE   124,786 0 6,620
WHITE MTNS INS GROUP LTD COM G9618E107 154,981 226,408 SH   SOLE   220,151 0 6,257
WINDSTREAM HLDGS INC COM 97382A101 61,232 8,274,640 SH   SOLE   7,817,602 0 457,038
WORLD FUEL SVCS CORP COM 981475106 69,482 1,208,802 SH   SOLE   1,160,900 0 47,902
XEROX CORP COM 984121103 201 15,642 SH   SOLE   15,642 0 0