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 996,771 9,115,422 SH   SOLE   9,115,422 0 0
A J Gallagher COM 363576109 74,460 1,704,284 SH   SOLE   1,704,284 0 0
Accenture Plc COM g1151c101 629,156 8,743,138 SH   SOLE   8,743,138 0 0
American Express COM 025816109 508,369 6,800,011 SH   SOLE   6,800,011 0 0
AmerisourceBergen COM 03073e105 471,030 8,436,860 SH   SOLE   8,436,860 0 0
Anixter Int'l COM 035290105 94,406 1,245,294 SH   SOLE   1,245,294 0 0
AptarGroup Inc COM 038336103 76,875 1,392,419 SH   SOLE   1,392,419 0 0
Arrow Electronics Inc COM 042735100 130,027 3,262,922 SH   SOLE   3,262,922 0 0
Avery Dennison Corp COM 053611109 80,786 1,889,282 SH   SOLE   1,889,282 0 0
Bank of NY Mellon COM 064058100 662,907 23,633,048 SH   SOLE   23,633,048 0 0
Berkshire Hath Cl B COM 084670702 839,084 7,497,181 SH   SOLE   7,497,181 0 0
Broadridge Financial COM 11133t103 88,717 3,337,751 SH   SOLE   3,337,751 0 0
Carlisle Cos Inc COM 142339100 80,299 1,288,701 SH   SOLE   1,288,701 0 0
Cimarex Energy Co COM 171798101 99,590 1,532,387 SH   SOLE   1,532,387 0 0
Cintas Corp COM 172908105 473,264 10,392,278 SH   SOLE   10,392,278 0 0
Comerica Inc COM 200340107 543,653 13,649,332 SH   SOLE   13,649,332 0 0
Compass Minerals COM 20451n101 60,728 718,421 SH   SOLE   718,421 0 0
Covidien Plc COM g2554f113 527,752 8,398,348 SH   SOLE   8,398,348 0 0
Cullen Frost Bankers COM 229899109 93,578 1,401,505 SH   SOLE   1,401,505 0 0
Danone SA ADR COM 23636t100 431,416 28,761,047 SH   SOLE   28,761,047 0 0
Devon Energy Corp COM 25179m103 598,760 11,541,257 SH   SOLE   11,541,257 0 0
Dun Bradstreet COM 26483e100 64,772 664,664 SH   SOLE   664,664 0 0
Expeditors Int'l COM 302130109 454,591 11,959,775 SH   SOLE   11,959,775 0 0
Fairfax Financial COM 303901102 4,096 10,500 SH   SOLE   10,500 0 0
Family Dollar Stores COM 307000109 82,771 1,328,374 SH   SOLE   1,328,374 0 0
First Bus Fin Serv COM 319390100 748 24,948 SH   SOLE   24,948 0 0
Forward Air Corp COM 349853101 32,024 836,579 SH   SOLE   836,579 0 0
Gentex Corp COM 371901109 54,871 2,380,508 SH   SOLE   2,380,508 0 0
Glaxosmithkline ADR COM 37733w105 455,548 9,116,420 SH   SOLE   9,116,420 0 0
Greenlight Capital COM g4095j109 44,634 1,819,575 SH   SOLE   1,819,575 0 0
HB Fuller Co COM 359694106 73,762 1,950,850 SH   SOLE   1,950,850 0 0
Illinois Tool Works COM 452308109 693,273 10,022,741 SH   SOLE   10,022,741 0 0
Ingersoll-Rand Co COM g47791101 31,029 558,875 SH   SOLE   558,875 0 0
Innophos Holdings COM 45774N108 48,474 1,027,653 SH   SOLE   1,027,653 0 0
Jack Henry Assoc COM 426281101 29,664 629,417 SH   SOLE   629,417 0 0
Jos A Bank Clothiers COM 480838101 33,943 821,470 SH   SOLE   821,470 0 0
Kaydon Corporation COM 486587108 29,419 1,067,835 SH   SOLE   1,067,835 0 0
Kennametal Inc COM 489170100 75,778 1,951,521 SH   SOLE   1,951,521 0 0
Kirby Corp COM 497266106 65,666 825,566 SH   SOLE   825,566 0 0
Live Nation Entertain COM 538034109 10,867 701,125 SH   SOLE   701,125 0 0
MKS Instruments COM 55306n104 37,683 1,419,847 SH   SOLE   1,419,847 0 0
McDermott Int'l COM 580037109 36,604 4,474,789 SH   SOLE   4,474,789 0 0
Microsoft Corp COM 594918104 413,342 11,970,524 SH   SOLE   11,970,524 0 0
Mine Safety COM 602720104 41,578 893,185 SH   SOLE   893,185 0 0
Molex Inc - CL A COM 608554200 93,251 3,751,058 SH   SOLE   3,751,058 0 0
Nestle SA ADR COM 641069406 392,290 5,963,671 SH   SOLE   5,963,671 0 0
Net 1 UEPS Technologies Inc COM 64107n206 185 25,200 SH   SOLE   25,200 0 0
Omnicom Group COM 681919106 618,317 9,834,852 SH   SOLE   9,834,852 0 0
Owens Minor Inc COM 690732102 54,078 1,598,525 SH   SOLE   1,598,525 0 0
Paccar Inc COM 693718108 417,249 7,775,796 SH   SOLE   7,775,796 0 0
Patterson Cos Inc COM 703395103 104,674 2,783,890 SH   SOLE   2,783,890 0 0
Potash Corp COM 73755l107 561,878 14,735,856 SH   SOLE   14,735,856 0 0
Protective Life Corp COM 743674103 85,365 2,222,460 SH   SOLE   2,222,460 0 0
Robert Half Int'l Inc COM 770323103 34,077 1,025,492 SH   SOLE   1,025,492 0 0
Ryder System Inc COM 783549108 65,337 1,074,795 SH   SOLE   1,074,795 0 0
Scansource Inc COM 806037107 62,239 1,944,980 SH   SOLE   1,944,980 0 0
Schlumberger Ltd COM 806857108 561,567 7,836,546 SH   SOLE   7,836,546 0 0
Sysco Corp COM 871829107 414,028 12,120,263 SH   SOLE   12,120,263 0 0
TE Connectivity Ltd COM H84989104 619,233 13,597,573 SH   SOLE   13,597,573 0 0
Time Warner Inc COM 887317303 483,791 8,367,196 SH   SOLE   8,367,196 0 0
WR Berkley Corp COM 084423102 83,800 2,050,914 SH   SOLE   2,050,914 0 0
Wal-Mart Stores COM 931142103 573,089 7,693,497 SH   SOLE   7,693,497 0 0
Willis Group Holdings COM g96666105 335,372 8,223,935 SH   SOLE   8,223,935 0 0
World Fuel Services COM 981475106 65,191 1,630,579 SH   SOLE   1,630,579 0 0
Zions Bancorporation COM 989701107 35,305 1,222,465 SH   SOLE   1,222,465 0 0