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 654,676 4,620,808 SH   SOLE   4,620,808 0 0
A J Gallagher COM 363576109 211 4,650 SH   SOLE   4,650 0 0
Accenture Plc COM g1151c101 907,420 11,158,630 SH   SOLE   11,158,630 0 0
American Express COM 025816109 628,298 7,177,269 SH   SOLE   7,177,269 0 0
AmerisourceBergen COM 03073e105 684,651 8,857,064 SH   SOLE   8,857,064 0 0
Anixter Int'l COM 035290105 104,467 1,231,341 SH   SOLE   1,231,341 0 0
Armstrong World Inc COM 04247x102 19,148 341,920 SH   SOLE   341,920 0 0
Arrow Electronics Inc COM 042735100 140,263 2,534,117 SH   SOLE   2,534,117 0 0
Avery Dennison Corp COM 053611109 84,014 1,881,611 SH   SOLE   1,881,611 0 0
Bank of NY Mellon COM 064058100 858,505 22,166,420 SH   SOLE   22,166,420 0 0
Berkshire Hath Cl B COM 084670702 864,801 6,260,320 SH   SOLE   6,260,320 0 0
Broadridge Financial COM 11133t103 156,646 3,762,819 SH   SOLE   3,762,819 0 0
Carlisle Cos Inc COM 142339100 65,482 814,651 SH   SOLE   814,651 0 0
Cimarex Energy Co COM 171798101 64,120 506,756 SH   SOLE   506,756 0 0
Cintas Corp COM 172908105 461,079 6,531,789 SH   SOLE   6,531,789 0 0
Comcast Corp COM 20030n101 514,761 9,571,605 SH   SOLE   9,571,605 0 0
Comerica Inc COM 200340107 640,255 12,841,062 SH   SOLE   12,841,062 0 0
Compass Minerals COM 20451n101 75,113 891,233 SH   SOLE   891,233 0 0
Covidien Plc COM g2554f113 273 3,150 SH   SOLE   3,150 0 0
Cullen Frost Bankers COM 229899109 105,198 1,374,962 SH   SOLE   1,374,962 0 0
Danone SA ADR COM 23636t100 676,202 50,462,859 SH   SOLE   50,462,859 0 0
Devon Energy Corp COM 25179m103 732,117 10,738,008 SH   SOLE   10,738,008 0 0
Dun Bradstreet COM 26483e100 78,444 667,776 SH   SOLE   667,776 0 0
Ebay Inc COM 278642103 362,559 6,402,250 SH   SOLE   6,402,250 0 0
Expeditors Intl COM 302130109 457,182 11,266,188 SH   SOLE   11,266,188 0 0
Fairfax Financial COM 303901102 5,801 13,000 SH   SOLE   13,000 0 0
First Bus Fin Serv COM 319390100 1,095 24,948 SH   SOLE   24,948 0 0
Flir Systems Inc COM 302445101 48,706 1,554,115 SH   SOLE   1,554,115 0 0
Forward Air Corp COM 349853101 38,455 857,803 SH   SOLE   857,803 0 0
Genpact Ltd COM g3922b107 123,998 7,597,930 SH   SOLE   7,597,930 0 0
Graham Holdings Co COM 384637104 48,196 68,892 SH   SOLE   68,892 0 0
Greenlight Capital COM g4095j109 60,396 1,863,510 SH   SOLE   1,863,510 0 0
HB Fuller Co COM 359694106 114,311 2,879,366 SH   SOLE   2,879,366 0 0
Hanger Inc COM 41043f208 20,048 976,980 SH   SOLE   976,980 0 0
Honeywell Intl Inc COM 438516106 558,839 6,001,281 SH   SOLE   6,001,281 0 0
Innophos Holdings COM 45774N108 56,835 1,031,670 SH   SOLE   1,031,670 0 0
Interpublic Group COM 460690100 104,087 5,681,630 SH   SOLE   5,681,630 0 0
Kennametal Inc COM 489170100 53,145 1,286,501 SH   SOLE   1,286,501 0 0
Kirby Corp COM 497266106 77,170 654,814 SH   SOLE   654,814 0 0
Lindsay Corp COM 535555106 58,576 783,620 SH   SOLE   783,620 0 0
MKS Instruments COM 55306n104 64,455 1,930,936 SH   SOLE   1,930,936 0 0
MSC Industrial Direct COM 553530106 51,455 602,100 SH   SOLE   602,100 0 0
Microsoft Corp COM 594918104 633,636 13,667,722 SH   SOLE   13,667,722 0 0
NVR Inc. COM 62944t105 66,121 58,513 SH   SOLE   58,513 0 0
Nestle SA ADR COM 641069406 559,463 7,598,308 SH   SOLE   7,598,308 0 0
Net 1 UEPS Technologies Inc COM 64107n206 304 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 502,424 7,296,315 SH   SOLE   7,296,315 0 0
Paccar Inc COM 693718108 488,905 8,596,137 SH   SOLE   8,596,137 0 0
Patterson Cos Inc COM 703395103 115,496 2,787,745 SH   SOLE   2,787,745 0 0
Potash Corp COM 73755l107 1,023,641 29,619,244 SH   SOLE   29,619,244 0 0
Progress Software COM 743312100 52,203 2,183,300 SH   SOLE   2,183,300 0 0
Progressive Corp COM 743315103 504,489 19,956,055 SH   SOLE   19,956,055 0 0
Protective Life Corp COM 743674103 215 3,100 SH   SOLE   3,100 0 0
Quimica y Min ADR COM 833635105 87,531 3,348,545 SH   SOLE   3,348,545 0 0
RPX Corp COM 74972G103 53,995 3,932,620 SH   SOLE   3,932,620 0 0
Robert Half Int'l Inc COM 770323103 51,695 1,054,996 SH   SOLE   1,054,996 0 0
Ross Stores Inc COM 778296103 477,444 6,317,066 SH   SOLE   6,317,066 0 0
Ryder System Inc COM 783549108 70,908 788,130 SH   SOLE   788,130 0 0
Scansource Inc COM 806037107 66,522 1,923,171 SH   SOLE   1,923,171 0 0
Schlumberger Ltd COM 806857108 756,104 7,435,378 SH   SOLE   7,435,378 0 0
Smiths Group ADR COM 83238p203 236 11,550 SH   SOLE   11,550 0 0
Spdr Tr Unit COM 78462f103 576 2,925 SH   SOLE   2,925 0 0
Sturm Ruger and Co COM 864159108 32,020 657,625 SH   SOLE   657,625 0 0
TE Connectivity Ltd COM H84989104 486,661 8,801,975 SH   SOLE   8,801,975 0 0
Time Warner Inc COM 887317303 211 2,800 SH   SOLE   2,800 0 0
UniFirst Corp COM 904708104 33,260 344,345 SH   SOLE   344,345 0 0
Unilever PLC ADR COM 904767704 406,770 9,708,123 SH   SOLE   9,708,123 0 0
UnitedHealth Group COM 91324P102 858,892 9,958,163 SH   SOLE   9,958,163 0 0
Valmont Ind COM 920253101 73,622 545,630 SH   SOLE   545,630 0 0
Varian Medical Sys COM 9222P105 105,842 1,321,040 SH   SOLE   1,321,040 0 0
WR Berkley Corp COM 084423102 98,414 2,058,876 SH   SOLE   2,058,876 0 0
Woodward Inc COM 980745103 81,311 1,707,495 SH   SOLE   1,707,495 0 0
Zions Bancorporation COM 989701107 48,618 1,673,012 SH   SOLE   1,673,012 0 0