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 807,448 6,761,979 SH   SOLE   6,761,979 0 0
A J Gallagher COM 363576109 47,745 1,093,814 SH   SOLE   1,093,814 0 0
Accenture Plc COM g1151c101 705,898 9,585,790 SH   SOLE   9,585,790 0 0
American Express COM 025816109 517,175 6,848,192 SH   SOLE   6,848,192 0 0
AmerisourceBergen COM 03073e105 518,982 8,493,983 SH   SOLE   8,493,983 0 0
Anixter Int'l COM 035290105 110,380 1,259,179 SH   SOLE   1,259,179 0 0
AptarGroup Inc COM 038336103 48,051 799,114 SH   SOLE   799,114 0 0
Arrow Electronics Inc COM 042735100 160,347 3,304,072 SH   SOLE   3,304,072 0 0
Avery Dennison Corp COM 053611109 83,439 1,917,257 SH   SOLE   1,917,257 0 0
Bank of NY Mellon COM 064058100 719,541 23,833,754 SH   SOLE   23,833,754 0 0
Berkshire Hath Cl B COM 084670702 767,350 6,760,197 SH   SOLE   6,760,197 0 0
Broadridge Financial COM 11133t103 115,520 3,638,421 SH   SOLE   3,638,421 0 0
Carlisle Cos Inc COM 142339100 102,928 1,464,331 SH   SOLE   1,464,331 0 0
Cimarex Energy Co COM 171798101 127,094 1,318,407 SH   SOLE   1,318,407 0 0
Cintas Corp COM 172908105 546,954 10,682,693 SH   SOLE   10,682,693 0 0
Comerica Inc COM 200340107 540,180 13,741,542 SH   SOLE   13,741,542 0 0
Compass Minerals COM 20451n101 68,525 898,456 SH   SOLE   898,456 0 0
Covidien Plc COM g2554f113 665,095 10,913,926 SH   SOLE   10,913,926 0 0
Cullen Frost Bankers COM 229899109 99,923 1,416,340 SH   SOLE   1,416,340 0 0
Danone SA ADR COM 23636t100 549,530 36,537,929 SH   SOLE   36,537,929 0 0
Devon Energy Corp COM 25179m103 671,775 11,630,460 SH   SOLE   11,630,460 0 0
Dun Bradstreet COM 26483e100 69,837 672,484 SH   SOLE   672,484 0 0
Expeditors Int'l COM 302130109 530,522 12,040,900 SH   SOLE   12,040,900 0 0
Fairfax Financial COM 303901102 4,891 12,000 SH   SOLE   12,000 0 0
Family Dollar Stores COM 307000109 96,987 1,346,669 SH   SOLE   1,346,669 0 0
First Bus Fin Serv COM 319390100 814 24,948 SH   SOLE   24,948 0 0
Forward Air Corp COM 349853101 35,370 876,569 SH   SOLE   876,569 0 0
Glaxosmithkline ADR COM 37733w105 307,943 6,137,991 SH   SOLE   6,137,991 0 0
Greenlight Capital COM g4095j109 53,357 1,876,120 SH   SOLE   1,876,120 0 0
HB Fuller Co COM 359694106 89,911 1,989,615 SH   SOLE   1,989,615 0 0
Illinois Tool Works COM 452308109 770,314 10,099,834 SH   SOLE   10,099,834 0 0
Innophos Holdings COM 45774N108 55,209 1,046,026 SH   SOLE   1,046,026 0 0
Kennametal Inc COM 489170100 90,156 1,977,106 SH   SOLE   1,977,106 0 0
Kirby Corp COM 497266106 72,788 840,997 SH   SOLE   840,997 0 0
MKS Instruments COM 55306n104 42,379 1,593,777 SH   SOLE   1,593,777 0 0
Microsoft Corp COM 594918104 401,584 12,055,969 SH   SOLE   12,055,969 0 0
Mine Safety COM 602720104 13,334 258,360 SH   SOLE   258,360 0 0
Nestle SA ADR COM 641069406 418,454 6,012,268 SH   SOLE   6,012,268 0 0
Net 1 UEPS Technologies Inc COM 64107n206 303 25,200 SH   SOLE   25,200 0 0
Owens Minor Inc COM 690732102 56,220 1,625,315 SH   SOLE   1,625,315 0 0
Paccar Inc COM 693718108 436,137 7,835,727 SH   SOLE   7,835,727 0 0
Patterson Cos Inc COM 703395103 113,572 2,825,165 SH   SOLE   2,825,165 0 0
Potash Corp COM 73755l107 836,069 26,728,564 SH   SOLE   26,728,564 0 0
Protective Life Corp COM 743674103 95,443 2,243,075 SH   SOLE   2,243,075 0 0
Quimica y Min ADR COM 74972G103 49,281 1,613,135 SH   SOLE   1,613,135 0 0
RPX Corp COM 74972G103 17,683 1,008,700 SH   SOLE   1,008,700 0 0
Robert Half Int'l Inc COM 770323103 41,149 1,054,287 SH   SOLE   1,054,287 0 0
Ryder System Inc COM 783549108 77,943 1,305,575 SH   SOLE   1,305,575 0 0
Scansource Inc COM 806037107 67,927 1,963,200 SH   SOLE   1,963,200 0 0
Schlumberger Ltd COM 806857108 697,073 7,889,007 SH   SOLE   7,889,007 0 0
Sysco Corp COM 871829107 388,802 12,214,968 SH   SOLE   12,214,968 0 0
TE Connectivity Ltd COM H84989104 709,044 13,693,404 SH   SOLE   13,693,404 0 0
Time Warner Inc COM 887317303 406,613 6,178,586 SH   SOLE   6,178,586 0 0
UnitedHealth Group COM 91324P102 138,380 1,932,415 SH   SOLE   1,932,415 0 0
Varian Medical Sys COM 9222P105 81,425 1,089,585 SH   SOLE   1,089,585 0 0
WR Berkley Corp COM 084423102 89,016 2,076,904 SH   SOLE   2,076,904 0 0
Wal-Mart Stores COM 931142103 569,205 7,696,124 SH   SOLE   7,696,124 0 0
Willis Group Holdings COM g96666105 358,384 8,271,045 SH   SOLE   8,271,045 0 0
World Fuel Services COM 981475106 62,079 1,663,859 SH   SOLE   1,663,859 0 0
Zions Bancorporation COM 989701107 45,757 1,668,730 SH   SOLE   1,668,730 0 0