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 678,371 4,735,904 SH   SOLE   4,735,904 0 0
A J Gallagher COM 363576109 217 4,650 SH   SOLE   4,650 0 0
Accenture Plc COM g1151c101 875,411 10,828,932 SH   SOLE   10,828,932 0 0
American Express COM 025816109 705,030 7,431,541 SH   SOLE   7,431,541 0 0
AmerisourceBergen COM 03073e105 659,608 9,078,014 SH   SOLE   9,078,014 0 0
Anixter Int'l COM 035290105 124,444 1,243,571 SH   SOLE   1,243,571 0 0
Arrow Electronics Inc COM 042735100 152,232 2,519,977 SH   SOLE   2,519,977 0 0
Avery Dennison Corp COM 053611109 97,567 1,903,756 SH   SOLE   1,903,756 0 0
Bank of NY Mellon COM 064058100 856,528 22,852,931 SH   SOLE   22,852,931 0 0
Berkshire Hath Cl B COM 084670702 821,751 6,492,974 SH   SOLE   6,492,974 0 0
Broadridge Financial COM 11133t103 158,828 3,814,314 SH   SOLE   3,814,314 0 0
Carlisle Cos Inc COM 142339100 70,286 811,426 SH   SOLE   811,426 0 0
Cimarex Energy Co COM 171798101 73,813 514,521 SH   SOLE   514,521 0 0
Cintas Corp COM 172908105 425,065 6,689,724 SH   SOLE   6,689,724 0 0
Comerica Inc COM 200340107 660,319 13,164,256 SH   SOLE   13,164,256 0 0
Compass Minerals COM 20451n101 86,362 902,043 SH   SOLE   902,043 0 0
Covidien Plc COM g2554f113 525 5,825 SH   SOLE   5,825 0 0
Cullen Frost Bankers COM 229899109 110,847 1,395,712 SH   SOLE   1,395,712 0 0
Danone SA ADR COM 23636t100 772,529 51,743,389 SH   SOLE   51,743,389 0 0
Devon Energy Corp COM 25179m103 881,177 11,097,941 SH   SOLE   11,097,941 0 0
Dresser Rand Group COM 261608103 37,191 583,570 SH   SOLE   583,570 0 0
Dun Bradstreet COM 26483e100 74,518 676,206 SH   SOLE   676,206 0 0
Expeditors Intl COM 302130109 509,671 11,541,464 SH   SOLE   11,541,464 0 0
Fairfax Financial COM 303901102 6,143 13,000 SH   SOLE   13,000 0 0
First Bus Fin Serv COM 319390100 1,173 24,948 SH   SOLE   24,948 0 0
Flir Systems Inc COM 302445101 53,927 1,552,740 SH   SOLE   1,552,740 0 0
Forward Air Corp COM 349853101 41,809 873,753 SH   SOLE   873,753 0 0
Genpact Ltd COM g3922b107 121,217 6,914,845 SH   SOLE   6,914,845 0 0
Glaxosmithkline ADR COM 37733w105 315,411 5,897,740 SH   SOLE   5,897,740 0 0
Greenlight Capital COM g4095j109 62,203 1,888,370 SH   SOLE   1,888,370 0 0
HB Fuller Co COM 359694106 97,145 2,019,641 SH   SOLE   2,019,641 0 0
Hanger Inc COM 41043f208 30,720 976,785 SH   SOLE   976,785 0 0
Illinois Tool Works COM 452308109 598,315 6,833,198 SH   SOLE   6,833,198 0 0
Innophos Holdings COM 45774N108 60,177 1,045,280 SH   SOLE   1,045,280 0 0
Interpublic Group COM 460690100 111,318 5,705,665 SH   SOLE   5,705,665 0 0
Kennametal Inc COM 489170100 91,413 1,975,226 SH   SOLE   1,975,226 0 0
Kirby Corp COM 497266106 77,878 664,829 SH   SOLE   664,829 0 0
Lindsay Corp COM 535555106 66,216 783,895 SH   SOLE   783,895 0 0
MKS Instruments COM 55306n104 60,304 1,930,351 SH   SOLE   1,930,351 0 0
MSC Industrial Direct COM 553530106 57,007 596,060 SH   SOLE   596,060 0 0
Microsoft Corp COM 594918104 584,636 14,020,057 SH   SOLE   14,020,057 0 0
NVR Inc. COM 62944t105 67,231 58,431 SH   SOLE   58,431 0 0
Nestle SA ADR COM 641069406 609,049 7,841,497 SH   SOLE   7,841,497 0 0
Net 1 UEPS Technologies Inc COM 64107n206 287 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 247,339 3,472,880 SH   SOLE   3,472,880 0 0
Paccar Inc COM 693718108 553,429 8,808,357 SH   SOLE   8,808,357 0 0
Patterson Cos Inc COM 703395103 111,385 2,819,165 SH   SOLE   2,819,165 0 0
Potash Corp COM 73755l107 1,140,789 30,052,394 SH   SOLE   30,052,394 0 0
Progress Software COM 743312100 36,247 1,507,785 SH   SOLE   1,507,785 0 0
Progressive Corp COM 73755l107 518,320 20,438,495 SH   SOLE   20,438,495 0 0
Protective Life Corp COM 743674103 215 3,100 SH   SOLE   3,100 0 0
Quimica y Min ADR COM 74972G103 97,848 3,338,390 SH   SOLE   3,338,390 0 0
RPX Corp COM 74972G103 70,403 3,966,360 SH   SOLE   3,966,360 0 0
Robert Half Int'l Inc COM 770323103 50,909 1,066,381 SH   SOLE   1,066,381 0 0
Ross Stores Inc COM 770323103 428,187 6,474,921 SH   SOLE   6,474,921 0 0
Ryder System Inc COM 783549108 70,390 799,070 SH   SOLE   799,070 0 0
Scansource Inc COM 806037107 74,235 1,949,446 SH   SOLE   1,949,446 0 0
Schlumberger Ltd COM 806857108 897,732 7,611,122 SH   SOLE   7,611,112 0 0
Smiths Group ADR COM 83238p203 261 11,550 SH   SOLE   11,550 0 0
TE Connectivity Ltd COM H84989104 556,837 9,004,480 SH   SOLE   9,004,480 0 0
Time Warner Inc COM 887317303 495,450 7,052,668 SH   SOLE   7,052,668 0 0
UniFirst Corp COM 904708104 32,884 310,230 SH   SOLE   310,230 0 0
Unilever PLC ADR COM 904767704 450,855 9,950,458 SH   SOLE   9,950,458 0 0
UnitedHealth Group COM 91324P102 834,681 10,210,160 SH   SOLE   10,210,160 0 0
Valmont Ind COM 920253101 84,158 553,855 SH   SOLE   553,855 0 0
Varian Medical Sys COM 9222P105 109,069 1,311,870 SH   SOLE   1,311,870 0 0
WR Berkley Corp COM 084423102 96,457 2,082,846 SH   SOLE   2,082,846 0 0
Woodward Inc COM 980745103 86,910 1,731,955 SH   SOLE   1,731,955 0 0
Zions Bancorporation COM 989701107 49,419 1,676,917 SH   SOLE   1,676,917 0 0