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 354,429 2,148,706 SH   SOLE   2,148,706 0 0
A J Gallagher COM 363576109 217 4,650 SH   SOLE   4,650 0 0
Accenture Plc COM g1151c101 1,111,092 11,859,237 SH   SOLE   11,859,237 0 0
Allscripts Healthcare COM 01988P108 31,957 2,672,015 SH   SOLE   2,672,015 0 0
American Express COM 025816109 546,188 6,991,653 SH   SOLE   6,991,653 0 0
AmerisourceBergen COM 03073e105 880,896 7,749,590 SH   SOLE   7,749,590 0 0
Anixter Int'l COM 035290105 100,681 1,322,492 SH   SOLE   1,322,492 0 0
Armstrong World Inc COM 04247x102 78,062 1,358,300 SH   SOLE   1,358,300 0 0
Arrow Electronics Inc COM 042735100 100,726 1,647,197 SH   SOLE   1,647,197 0 0
Avery Dennison Corp COM 053611109 114,040 2,155,356 SH   SOLE   2,155,356 0 0
Bank of NY Mellon COM 064058100 864,069 21,472,891 SH   SOLE   21,472,891 0 0
Berkshire Hath Cl B COM 084670702 870,220 6,029,795 SH   SOLE   6,029,795 0 0
Broadridge Financial COM 11133t103 168,554 3,064,069 SH   SOLE   3,064,069 0 0
Carlisle Cos Inc COM 142339100 33,687 363,676 SH   SOLE   363,676 0 0
Cimarex Energy Co COM 171798101 57,117 496,281 SH   SOLE   496,281 0 0
Comcast Corp COM 20030n101 571,556 10,121,407 SH   SOLE   10,121,407 0 0
Comerica Inc COM 200340107 559,249 12,391,958 SH   SOLE   12,391,958 0 0
Compass Minerals COM 20451n101 79,678 854,823 SH   SOLE   854,823 0 0
Cullen Frost Bankers COM 229899109 91,673 1,327,062 SH   SOLE   1,327,062 0 0
Danone SA ADR COM 23636t100 667,522 49,409,495 SH   SOLE   49,409,495 0 0
Devon Energy Corp COM 25179m103 628,684 10,424,214 SH   SOLE   10,424,214 0 0
Donaldson Co Inc COM 257651109 52,744 1,398,675 SH   SOLE   1,398,675 0 0
Dun Bradstreet COM 26483e100 51,556 401,651 SH   SOLE   401,651 0 0
Ebay Inc COM 278642103 477,917 8,285,654 SH   SOLE   8,285,654 0 0
Expeditors Intl COM 302130109 523,046 10,856,081 SH   SOLE   10,856,081 0 0
Fairfax Financial COM 303901102 5,307 9,500 SH   SOLE   9,500 0 0
First Bus Fin Serv COM 319390100 1,079 24,948 SH   SOLE   24,948 0 0
Flir Systems Inc COM 302445101 60,943 1,948,300 SH   SOLE   1,948,300 0 0
Genpact Ltd COM g3922b107 171,614 7,381,255 SH   SOLE   7,381,255 0 0
Graham Holdings Co COM 384637104 70,868 67,517 SH   SOLE   67,517 0 0
Greenlight Capital COM g4095j109 56,167 1,766,245 SH   SOLE   1,766,245 0 0
HB Fuller Co COM 359694106 125,056 2,917,101 SH   SOLE   2,917,101 0 0
Honeywell Intl Inc COM 438516106 737,314 7,068,488 SH   SOLE   7,068,488 0 0
Interpublic Group COM 460690100 130,177 5,885,030 SH   SOLE   5,885,030 0 0
Kennametal Inc COM 489170100 48,429 1,437,496 SH   SOLE   1,437,496 0 0
Kirby Corp COM 497266106 27,286 363,574 SH   SOLE   363,574 0 0
Lindsay Corp COM 535555106 58,786 770,960 SH   SOLE   770,960 0 0
MKS Instruments COM 55306n104 63,486 1,877,741 SH   SOLE   1,877,741 0 0
MSC Industrial Direct COM 553530106 73,332 1,015,680 SH   SOLE   1,015,680 0 0
Manpowergroup Inc COM 56418h100 81,640 947,645 SH   SOLE   947,645 0 0
Microsoft Corp COM 594918104 541,214 13,312,370 SH   SOLE   13,312,370 0 0
NVR Inc. COM 62944t105 74,994 56,443 SH   SOLE   56,443 0 0
Nestle SA ADR COM 641069406 559,169 7,433,726 SH   SOLE   7,433,726 0 0
Net 1 UEPS Technologies Inc COM 64107n206 345 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 641,087 8,221,176 SH   SOLE   8,221,176 0 0
Paccar Inc COM 693718108 635,339 10,062,384 SH   SOLE   10,062,384 0 0
Patterson Cos Inc COM 703395103 131,290 2,690,920 SH   SOLE   2,690,920 0 0
Potash Corp COM 73755l107 974,951 30,231,024 SH   SOLE   30,231,024 0 0
Progress Software COM 743312100 57,398 2,112,555 SH   SOLE   2,112,555 0 0
Progressive Corp COM 743315103 623,351 22,917,334 SH   SOLE   22,917,334 0 0
Quimica y Min ADR COM 833635105 66,533 3,645,625 SH   SOLE   3,645,625 0 0
RPX Corp COM 74972G103 66,867 4,646,795 SH   SOLE   4,646,795 0 0
Robert Half Int'l Inc COM 770323103 60,718 1,003,271 SH   SOLE   1,003,271 0 0
Ross Stores Inc COM 778296103 646,256 6,133,793 SH   SOLE   6,133,793 0 0
Ryder System Inc COM 783549108 72,414 763,135 SH   SOLE   763,135 0 0
Scansource Inc COM 806037107 72,891 1,793,141 SH   SOLE   1,793,141 0 0
Schlumberger Ltd COM 806857108 638,843 7,656,320 SH   SOLE   7,656,320 0 0
Smiths Group PLC ADR COM 83238P203 191 11,550 SH   SOLE   11,550 0 0
Sturm Ruger and Co COM 864159108 32,191 648,610 SH   SOLE   648,610 0 0
TE Connectivity Ltd COM H84989104 632,086 8,825,546 SH   SOLE   8,825,546 0 0
Time Warner Inc COM 887317303 236 2,800 SH   SOLE   2,800 0 0
UniFirst Corp COM 904708104 54,189 460,435 SH   SOLE   460,435 0 0
Unilever PLC ADR COM 904767704 395,103 9,472,609 SH   SOLE   9,472,609 0 0
UnitedHealth Group COM 91324P102 1,139,447 9,632,661 SH   SOLE   9,632,661 0 0
Valmont Ind COM 920253101 64,788 527,245 SH   SOLE   527,245 0 0
Varian Medical Sys COM 9222P105 121,262 1,288,785 SH   SOLE   1,288,785 0 0
WR Berkley Corp COM 084423102 99,934 1,978,506 SH   SOLE   1,978,506 0 0
Woodward Inc COM 980745103 96,973 1,901,065 SH   SOLE   1,901,065 0 0
Zions Bancorporation COM 989701107 44,555 1,650,197 SH   SOLE   1,650,197 0 0