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 325,904 2,112,146 SH   SOLE   2,112,146 0 0
Accenture Plc COM g1151c101 974,101 10,065,105 SH   SOLE   10,065,105 0 0
Allscripts Healthcare COM 01988P108 36,725 2,684,592 SH   SOLE   2,684,592 0 0
American Express COM 025816109 528,256 6,796,918 SH   SOLE   6,796,918 0 0
AmerisourceBergen COM 03073e105 323,866 3,045,568 SH   SOLE   3,045,568 0 0
Anixter Int'l COM 035290105 85,729 1,315,876 SH   SOLE   1,315,876 0 0
Applied Ind Tech COM 03820c105 47,107 1,188,061 SH   SOLE   1,188,061 0 0
Armstrong World Inc COM 04247x102 71,423 1,340,518 SH   SOLE   1,340,518 0 0
Arrow Electronics Inc COM 042735100 90,405 1,620,168 SH   SOLE   1,620,168 0 0
Avery Dennison Corp COM 053611109 129,794 2,129,864 SH   SOLE   2,129,864 0 0
Bank of NY Mellon COM 064058100 879,576 20,957,266 SH   SOLE   20,957,266 0 0
Berkshire Hath Cl B COM 084670702 797,776 5,861,260 SH   SOLE   5,861,260 0 0
Broadridge Financial COM 11133t103 151,164 3,022,683 SH   SOLE   3,022,683 0 0
Carlisle Cos Inc COM 142339100 36,082 360,383 SH   SOLE   360,383 0 0
Cash America Intl Inc COM 14754d100 49,545 1,891,734 SH   SOLE   1,891,734 0 0
Comcast Corp COM 20030n101 793,295 13,190,797 SH   SOLE   13,190,797 0 0
Comerica Inc COM 200340107 617,649 12,035,248 SH   SOLE   12,035,248 0 0
Compass Minerals COM 20451n101 69,281 843,452 SH   SOLE   843,452 0 0
Cullen Frost Bankers COM 229899109 102,736 1,307,403 SH   SOLE   1,307,403 0 0
Danone SA ADR COM 23636t100 623,614 48,155,500 SH   SOLE   48,155,500 0 0
Devon Energy Corp COM 25179m103 604,829 10,166,904 SH   SOLE   10,166,904 0 0
Dollar General Corp COM 256677105 563,673 7,250,740 SH   SOLE   7,250,740 0 0
Donaldson Co Inc COM 257651109 50,254 1,403,756 SH   SOLE   1,403,756 0 0
Dun Bradstreet COM 26483e100 48,507 397,599 SH   SOLE   397,599 0 0
Ebay Inc COM 278642103 487,021 8,084,684 SH   SOLE   8,084,684 0 0
Esterline Technologies COM 297425100 41,110 431,194 SH   SOLE   431,194 0 0
Expeditors Intl COM 302130109 490,890 10,647,229 SH   SOLE   10,647,229 0 0
Fairfax Financial COM 303901102 4,693 9,500 SH   SOLE   9,500 0 0
Flir Systems Inc COM 302445101 64,042 2,077,938 SH   SOLE   2,077,938 0 0
Genpact Ltd COM g3922b107 124,210 5,823,273 SH   SOLE   5,823,273 0 0
Graham Holdings Co COM 384637104 94,772 88,156 SH   SOLE   88,156 0 0
Greenlight Capital COM g4095j109 51,072 1,750,837 SH   SOLE   1,750,837 0 0
HB Fuller Co COM 359694106 117,530 2,893,400 SH   SOLE   2,893,400 0 0
Honeywell Intl Inc COM 438516106 795,508 7,801,388 SH   SOLE   7,801,388 0 0
Interpublic Group COM 460690100 112,395 5,832,633 SH   SOLE   5,832,633 0 0
Kennametal Inc COM 489170100 48,335 1,416,607 SH   SOLE   1,416,607 0 0
Kirby Corp COM 497266106 53,874 702,771 SH   SOLE   702,771 0 0
Lindsay Corp COM 535555106 66,182 752,842 SH   SOLE   752,842 0 0
MKS Instruments COM 55306n104 50,130 1,321,303 SH   SOLE   1,321,303 0 0
MSC Industrial Direct COM 553530106 83,117 1,191,295 SH   SOLE   1,191,295 0 0
Manpowergroup Inc COM 56418h100 102,769 1,149,795 SH   SOLE   1,149,795 0 0
Microsoft Corp COM 594918104 576,711 13,062,527 SH   SOLE   13,062,527 0 0
NVR Inc. COM 62944t105 74,590 55,664 SH   SOLE   55,664 0 0
Nestle SA ADR COM 641069406 514,940 7,136,081 SH   SOLE   7,136,081 0 0
Net 1 UEPS Technologies Inc COM 64107n206 461 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 617,440 8,885,304 SH   SOLE   8,885,304 0 0
Paccar Inc COM 693718108 631,641 9,898,776 SH   SOLE   9,898,776 0 0
Potash Corp COM 73755l107 939,992 30,351,684 SH   SOLE   30,351,684 0 0
Progress Software COM 743312100 57,256 2,082,031 SH   SOLE   2,082,031 0 0
Progressive Corp COM 743315103 625,404 22,472,304 SH   SOLE   22,472,304 0 0
Quimica y Min ADR COM 833635105 33,402 2,085,046 SH   SOLE   2,085,046 0 0
RPX Corp COM 74972G103 77,367 4,577,955 SH   SOLE   4,577,955 0 0
Robert Half Int'l Inc COM 770323103 55,403 998,255 SH   SOLE   998,255 0 0
Ross Stores Inc COM 778296103 583,173 11,996,968 SH   SOLE   11,996,968 0 0
Ryder System Inc COM 783549108 66,196 757,651 SH   SOLE   757,651 0 0
Scansource Inc COM 806037107 67,147 1,764,230 SH   SOLE   1,764,230 0 0
Schlumberger Ltd COM 806857108 671,264 7,788,188 SH   SOLE   7,788,188 0 0
Smiths Group PLC ADR COM 83238P203 275 15,450 SH   SOLE   15,450 0 0
Stanley Black and Deck COM 854502101 460,071 4,371,635 SH   SOLE   4,371,635 0 0
Sturm Ruger and Co COM 864159108 36,594 636,978 SH   SOLE   636,978 0 0
TE Connectivity Ltd COM H84989104 671,483 10,442,974 SH   SOLE   10,442,974 0 0
TriMas Corp COM 896215209 21,834 737,625 SH   SOLE   737,625 0 0
UniFirst Corp COM 904708104 51,162 457,414 SH   SOLE   457,414 0 0
Unilever PLC ADR COM 904767704 395,611 9,208,820 SH   SOLE   9,208,820 0 0
UnitedHealth Group COM 91324P102 797,099 6,533,601 SH   SOLE   6,533,601 0 0
Valmont Ind COM 920253101 61,723 519,249 SH   SOLE   519,249 0 0
Varian Medical Sys COM 9222P105 70,688 838,232 SH   SOLE   838,232 0 0
WR Berkley Corp COM 084423102 101,385 1,952,332 SH   SOLE   1,952,332 0 0
Woodward Inc COM 980745103 129,959 2,363,323 SH   SOLE   2,363,323 0 0
Zions Bancorporation COM 989701107 51,073 1,609,353 SH   SOLE   1,609,353 0 0