The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| 21st Century Fox - A | COM | 90130a101 | 179,042 | 7,392,311 | SH | SOLE | 6,804,086 | 0 | 588,225 | ||
| 21st Century Fox - B | COM | 90130a200 | 372,687 | 15,064,146 | SH | SOLE | 13,819,646 | 0 | 1,244,500 | ||
| Accenture Plc. | COM | g1151c101 | 823,073 | 6,737,115 | SH | SOLE | 6,326,804 | 0 | 410,311 | ||
| Allscripts Healthcare | COM | 01988P108 | 52,152 | 3,959,900 | SH | SOLE | 3,373,500 | 0 | 586,400 | ||
| American Express | COM | 025816109 | 337,959 | 5,277,314 | SH | SOLE | 4,845,011 | 0 | 432,303 | ||
| AmerisourceBergen | COM | 03073e105 | 471,619 | 5,838,312 | SH | SOLE | 5,350,010 | 0 | 488,302 | ||
| Anixter Int'l. | COM | 035290105 | 70,267 | 1,089,407 | SH | SOLE | 930,472 | 0 | 158,935 | ||
| Applied Ind. Tech. | COM | 03820c105 | 69,002 | 1,476,300 | SH | SOLE | 1,257,500 | 0 | 218,800 | ||
| AptarGroup Inc. | COM | 038336103 | 209 | 2,700 | SH | SOLE | 1,200 | 0 | 1,500 | ||
| Armstrong World Ind. | COM | 04247x102 | 68,332 | 1,653,725 | SH | SOLE | 1,407,100 | 0 | 246,625 | ||
| Arrow Electronics Inc. | COM | 042735100 | 100,195 | 1,566,284 | SH | SOLE | 1,329,759 | 0 | 236,525 | ||
| Avery Dennison Corp. | COM | 053611109 | 66,845 | 859,299 | SH | SOLE | 732,344 | 0 | 126,955 | ||
| Bank of NY Mellon | COM | 064058100 | 441,852 | 11,079,527 | SH | SOLE | 10,176,739 | 0 | 902,788 | ||
| Berkshire Hath Cl B | COM | 084670702 | 665,524 | 4,606,661 | SH | SOLE | 4,226,493 | 0 | 380,168 | ||
| Broadridge Financial | COM | 11133t103 | 96,713 | 1,426,658 | SH | SOLE | 1,211,753 | 0 | 214,905 | ||
| Cable One, Inc. | COM | 12685j105 | 65,436 | 112,048 | SH | SOLE | 95,070 | 0 | 16,978 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 30,439 | 296,762 | SH | SOLE | 253,962 | 0 | 42,800 | ||
| Comcast Corp. | COM | 20030n101 | 683,842 | 10,308,135 | SH | SOLE | 9,462,876 | 0 | 845,259 | ||
| Compass Minerals | COM | 20451n101 | 50,429 | 684,246 | SH | SOLE | 582,641 | 0 | 101,605 | ||
| Danone SA ADR | COM | 23636t100 | 219,155 | 14,757,938 | SH | SOLE | 13,567,952 | 0 | 1,189,986 | ||
| Devon Energy Corp. | COM | 25179m103 | 421,555 | 9,556,894 | SH | SOLE | 8,768,474 | 0 | 788,420 | ||
| Dollar General Corp | COM | 256677105 | 594,728 | 8,497,328 | SH | SOLE | 7,804,828 | 0 | 692,500 | ||
| Donaldson Co. Inc. | COM | 257651109 | 30,626 | 820,400 | SH | SOLE | 710,900 | 0 | 109,500 | ||
| Dun & Bradstreet | COM | 26483e100 | 44,030 | 322,282 | SH | SOLE | 274,082 | 0 | 48,200 | ||
| Ebay, Inc. | COM | 278642103 | 560,340 | 17,031,598 | SH | SOLE | 15,636,239 | 0 | 1,395,359 | ||
| ePlus Inc. | COM | 294268107 | 42,518 | 450,350 | SH | SOLE | 383,375 | 0 | 66,975 | ||
| Esterline Technologies | COM | 297425100 | 58,127 | 764,425 | SH | SOLE | 675,800 | 0 | 88,625 | ||
| Expeditors Int'l. | COM | 302130109 | 490,761 | 9,525,638 | SH | SOLE | 8,747,752 | 0 | 777,886 | ||
| Fairfax Financial | COM | 303901102 | 3,927 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 108,232 | 2,298,904 | SH | SOLE | 1,960,518 | 0 | 338,386 | ||
| Flir Systems Inc | COM | 302445101 | 51,179 | 1,628,865 | SH | SOLE | 1,416,025 | 0 | 212,840 | ||
| Genpact, Ltd. | COM | g3922b107 | 105,057 | 4,386,525 | SH | SOLE | 3,702,425 | 0 | 684,100 | ||
| Graham Holdings Co. | COM | 384637104 | 71,557 | 148,653 | SH | SOLE | 126,584 | 0 | 22,069 | ||
| Greenlight Capital | COM | g4095j109 | 41,247 | 2,017,940 | SH | SOLE | 1,725,875 | 0 | 292,065 | ||
| H.B. Fuller Co. | COM | 359694106 | 109,205 | 2,350,006 | SH | SOLE | 2,003,941 | 0 | 346,065 | ||
| Honeywell Int'l Inc. | COM | 438516106 | 367,654 | 3,153,393 | SH | SOLE | 2,900,363 | 0 | 253,030 | ||
| Interpublic Group | COM | 460690100 | 84,112 | 3,763,400 | SH | SOLE | 3,146,375 | 0 | 617,025 | ||
| JPMorgan Chase | COM | 46625h100 | 445,813 | 6,694,889 | SH | SOLE | 6,150,014 | 0 | 544,875 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 33,620 | 1,490,900 | SH | SOLE | 1,254,300 | 0 | 236,600 | ||
| Kirby Corp. | COM | 497266106 | 83,042 | 1,335,937 | SH | SOLE | 1,138,362 | 0 | 197,575 | ||
| Level 3 Comm. | COM | 52729n308 | 263,625 | 5,684,025 | SH | SOLE | 5,207,375 | 0 | 476,650 | ||
| Manpowergroup Inc. | COM | 56418H100 | 92,863 | 1,285,125 | SH | SOLE | 1,087,425 | 0 | 197,700 | ||
| Microsoft Corp. | COM | 594918104 | 352,148 | 6,113,676 | SH | SOLE | 5,612,325 | 0 | 501,351 | ||
| MKS Instruments | COM | 55306n104 | 53,510 | 1,076,019 | SH | SOLE | 918,004 | 0 | 158,015 | ||
| MSC Industrial Direct | COM | 553530106 | 77,369 | 1,053,935 | SH | SOLE | 897,675 | 0 | 156,260 | ||
| Nestle SA ADR | COM | 641069406 | 439,922 | 5,567,223 | SH | SOLE | 5,117,171 | 0 | 450,052 | ||
| Net 1 UEPS Technologies Inc. | COM | 64107n206 | 203 | 23,700 | SH | SOLE | 11,000 | 0 | 12,700 | ||
| NVR Inc. | COM | 62944t105 | 27,955 | 17,047 | SH | SOLE | 14,249 | 0 | 2,798 | ||
| Omnicom Group | COM | 681919106 | 481,491 | 5,664,595 | SH | SOLE | 5,200,575 | 0 | 464,020 | ||
| Paccar Inc. | COM | 693718108 | 453,964 | 7,723,107 | SH | SOLE | 7,095,888 | 0 | 627,219 | ||
| Penske Automotive | COM | 70959w103 | 59,862 | 1,242,475 | SH | SOLE | 1,064,875 | 0 | 177,600 | ||
| Potash Corp. | COM | 73755l107 | 594,130 | 36,405,018 | SH | SOLE | 34,202,974 | 0 | 2,202,044 | ||
| Progress Software | COM | 743312100 | 45,904 | 1,687,655 | SH | SOLE | 1,436,280 | 0 | 251,375 | ||
| Progressive Corp. | COM | 743315103 | 398,816 | 12,660,812 | SH | SOLE | 11,626,967 | 0 | 1,033,845 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 63,156 | 1,668,139 | SH | SOLE | 1,410,289 | 0 | 257,850 | ||
| Rockwell Automation | COM | 773903109 | 161,373 | 1,319,052 | SH | SOLE | 1,208,477 | 0 | 110,575 | ||
| Ross Stores Inc. | COM | 778296103 | 437,501 | 6,804,058 | SH | SOLE | 6,247,278 | 0 | 556,780 | ||
| RPX Corp. | COM | 74972g103 | 27,375 | 2,560,851 | SH | SOLE | 2,179,726 | 0 | 381,125 | ||
| Ryder System Inc. | COM | 783549108 | 69,073 | 1,047,360 | SH | SOLE | 893,405 | 0 | 153,955 | ||
| Scansource Inc. | COM | 806037107 | 24,797 | 679,376 | SH | SOLE | 578,391 | 0 | 100,985 | ||
| Schlumberger Ltd. | COM | 806857108 | 731,004 | 9,295,581 | SH | SOLE | 8,731,736 | 0 | 563,845 | ||
| Smiths Group PLC - ADR | COM | 83238p203 | 269 | 13,950 | SH | SOLE | 3,550 | 0 | 10,400 | ||
| Stanley Black & Deck | COM | 854502101 | 479,564 | 3,899,531 | SH | SOLE | 3,581,706 | 0 | 317,825 | ||
| TE Connectivity Ltd. | COM | H84989104 | 603,276 | 9,370,555 | SH | SOLE | 8,764,900 | 0 | 605,655 | ||
| TriMas Corp. | COM | 896215209 | 45,361 | 2,437,450 | SH | SOLE | 2,085,575 | 0 | 351,875 | ||
| UniFirst Corp. | COM | 904708104 | 61,048 | 462,975 | SH | SOLE | 395,700 | 0 | 67,275 | ||
| Unilever PLC ADR | COM | 904767704 | 340,781 | 7,189,473 | SH | SOLE | 6,609,454 | 0 | 580,019 | ||
| UnitedHealth Group | COM | 91324P102 | 570,696 | 4,076,403 | SH | SOLE | 3,742,379 | 0 | 334,024 | ||
| Valmont Industries | COM | 920253101 | 56,968 | 423,331 | SH | SOLE | 360,625 | 0 | 62,706 | ||
| Varian Medical Sys. | COM | 92220p105 | 69,016 | 693,420 | SH | SOLE | 585,325 | 0 | 108,095 | ||
| W.R. Berkley Corp. | COM | 084423102 | 59,310 | 1,026,833 | SH | SOLE | 869,702 | 0 | 157,131 | ||
| Woodward Inc. | COM | 980745103 | 133,021 | 2,129,020 | SH | SOLE | 1,816,855 | 0 | 312,165 | ||
| Zions Bancorporation | COM | 989701107 | 40,188 | 1,295,538 | SH | SOLE | 1,104,767 | 0 | 190,771 | ||