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 | 190,658 | 6,799,492 | SH | SOLE | 6,241,814 | 0 | 557,678 | ||
| 21st Century Fox - B | COM | 90130a200 | 391,616 | 14,371,232 | SH | SOLE | 13,180,279 | 0 | 1,190,953 | ||
| Accenture Plc. | COM | g1151c101 | 797,071 | 6,805,012 | SH | SOLE | 6,409,474 | 0 | 395,538 | ||
| Allscripts Healthcare | COM | 01988P108 | 48,020 | 4,703,240 | SH | SOLE | 4,030,040 | 0 | 673,200 | ||
| American Express | COM | 025816109 | 370,870 | 5,006,338 | SH | SOLE | 4,590,803 | 0 | 415,535 | ||
| AmerisourceBergen | COM | 03073e105 | 432,695 | 5,533,898 | SH | SOLE | 5,058,410 | 0 | 475,488 | ||
| Anixter Int'l. | COM | 035290105 | 90,892 | 1,121,433 | SH | SOLE | 962,423 | 0 | 159,010 | ||
| Applied Ind. Tech. | COM | 03820c105 | 90,009 | 1,515,304 | SH | SOLE | 1,299,854 | 0 | 215,450 | ||
| Armstrong World Ind. | COM | 04247x102 | 73,601 | 1,760,781 | SH | SOLE | 1,513,481 | 0 | 247,300 | ||
| Arrow Electronics Inc. | COM | 042735100 | 124,376 | 1,744,400 | SH | SOLE | 1,491,975 | 0 | 252,425 | ||
| Avery Dennison Corp. | COM | 053611109 | 63,892 | 909,889 | SH | SOLE | 782,884 | 0 | 127,005 | ||
| Bank of NY Mellon | COM | 064058100 | 496,324 | 10,475,399 | SH | SOLE | 9,603,733 | 0 | 871,666 | ||
| Berkshire Hath Cl B | COM | 084670702 | 708,620 | 4,347,898 | SH | SOLE | 3,985,896 | 0 | 362,002 | ||
| Broadridge Financial | COM | 11133t103 | 96,792 | 1,459,906 | SH | SOLE | 1,249,391 | 0 | 210,515 | ||
| Cable One, Inc. | COM | 12685j105 | 72,058 | 115,899 | SH | SOLE | 98,945 | 0 | 16,954 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 33,654 | 305,144 | SH | SOLE | 262,294 | 0 | 42,850 | ||
| Cerner Corporation | COM | 156782104 | 239,174 | 5,049,070 | SH | SOLE | 4,632,984 | 0 | 416,086 | ||
| Comcast Corp. | COM | 20030n101 | 674,519 | 9,768,552 | SH | SOLE | 8,957,374 | 0 | 811,178 | ||
| Compass Minerals | COM | 20451n101 | 55,504 | 708,413 | SH | SOLE | 607,558 | 0 | 100,855 | ||
| Devon Energy Corp. | COM | 25179m103 | 409,831 | 8,973,744 | SH | SOLE | 8,217,413 | 0 | 756,331 | ||
| Dollar General Corp | COM | 256677105 | 597,642 | 8,068,613 | SH | SOLE | 7,400,894 | 0 | 667,719 | ||
| Dun & Bradstreet | COM | 26483e100 | 40,118 | 330,677 | SH | SOLE | 282,727 | 0 | 47,950 | ||
| Ebay, Inc. | COM | 278642103 | 478,648 | 16,121,520 | SH | SOLE | 14,775,243 | 0 | 1,346,277 | ||
| ePlus Inc. | COM | 294268107 | 53,957 | 468,375 | SH | SOLE | 402,175 | 0 | 66,200 | ||
| Esterline Technologies | COM | 297425100 | 70,804 | 793,764 | SH | SOLE | 705,964 | 0 | 87,800 | ||
| Expeditors Int'l. | COM | 302130109 | 477,519 | 9,016,591 | SH | SOLE | 8,265,959 | 0 | 750,632 | ||
| Fairfax Financial | COM | 303901102 | 3,261 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 111,597 | 2,374,410 | SH | SOLE | 2,038,053 | 0 | 336,357 | ||
| Genpact, Ltd. | COM | g3922b107 | 117,403 | 4,823,440 | SH | SOLE | 4,123,165 | 0 | 700,275 | ||
| Graham Holdings Co. | COM | 384637104 | 96,565 | 188,622 | SH | SOLE | 162,071 | 0 | 26,551 | ||
| Greenlight Capital | COM | g4095j109 | 47,594 | 2,087,450 | SH | SOLE | 1,795,885 | 0 | 291,565 | ||
| H.B. Fuller Co. | COM | 359694106 | 78,668 | 1,628,401 | SH | SOLE | 1,396,636 | 0 | 231,765 | ||
| Honeywell Int'l Inc. | COM | 438516106 | 583,698 | 5,038,398 | SH | SOLE | 4,628,231 | 0 | 410,167 | ||
| Interpublic Group | COM | 460690100 | 107,015 | 4,571,327 | SH | SOLE | 3,896,077 | 0 | 675,250 | ||
| iShares S&P 500 | COM | 464287200 | 4,664 | 20,730 | SH | SOLE | 20,730 | 0 | 0 | ||
| iShares S&P 600 | COM | 464287804 | 873 | 6,345 | SH | SOLE | 6,345 | 0 | 0 | ||
| JPMorgan Chase | COM | 46625h100 | 541,976 | 6,280,865 | SH | SOLE | 5,758,581 | 0 | 522,284 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 39,675 | 1,935,390 | SH | SOLE | 1,657,015 | 0 | 278,375 | ||
| Kirby Corp. | COM | 497266106 | 91,237 | 1,371,988 | SH | SOLE | 1,177,288 | 0 | 194,700 | ||
| Level 3 Comm. | COM | 52729n308 | 313,791 | 5,567,620 | SH | SOLE | 5,114,959 | 0 | 452,661 | ||
| Manpowergroup Inc. | COM | 56418H100 | 119,049 | 1,339,586 | SH | SOLE | 1,143,611 | 0 | 195,975 | ||
| MEDNAX, Inc. | COM | 58502b106 | 993 | 14,890 | SH | SOLE | 8,615 | 0 | 6,275 | ||
| Microsoft Corp. | COM | 594918104 | 278,195 | 4,476,915 | SH | SOLE | 4,106,516 | 0 | 370,399 | ||
| MKS Instruments | COM | 55306n104 | 65,623 | 1,104,766 | SH | SOLE | 949,176 | 0 | 155,590 | ||
| MSC Industrial Direct | COM | 553530106 | 66,086 | 715,292 | SH | SOLE | 618,332 | 0 | 96,960 | ||
| Nestle SA ADR | COM | 641069406 | 257,443 | 3,588,549 | SH | SOLE | 3,294,236 | 0 | 294,313 | ||
| Net 1 UEPS Technologies Inc. | COM | 64107n206 | 272 | 23,700 | SH | SOLE | 11,000 | 0 | 12,700 | ||
| NVR Inc. | COM | 62944t105 | 28,356 | 16,990 | SH | SOLE | 14,555 | 0 | 2,435 | ||
| Omnicom Group | COM | 681919106 | 457,733 | 5,378,130 | SH | SOLE | 4,928,764 | 0 | 449,366 | ||
| Oracle Corp | COM | 68389x105 | 263,566 | 6,854,765 | SH | SOLE | 6,283,273 | 0 | 571,492 | ||
| Paccar Inc. | COM | 693718108 | 467,073 | 7,309,444 | SH | SOLE | 6,705,304 | 0 | 604,140 | ||
| Penske Automotive | COM | 70959w103 | 66,034 | 1,273,810 | SH | SOLE | 1,097,410 | 0 | 176,400 | ||
| Potash Corp. | COM | 73755l107 | 658,159 | 36,382,476 | SH | SOLE | 34,265,053 | 0 | 2,117,423 | ||
| Progress Software | COM | 743312100 | 55,577 | 1,740,602 | SH | SOLE | 1,493,327 | 0 | 247,275 | ||
| Progressive Corp. | COM | 743315103 | 424,394 | 11,954,755 | SH | SOLE | 10,958,311 | 0 | 996,444 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 100,839 | 2,067,211 | SH | SOLE | 1,771,411 | 0 | 295,800 | ||
| Rockwell Automation | COM | 773903109 | 161,697 | 1,203,105 | SH | SOLE | 1,104,653 | 0 | 98,452 | ||
| Ross Stores Inc. | COM | 778296103 | 264,650 | 4,034,296 | SH | SOLE | 3,699,893 | 0 | 334,403 | ||
| RPX Corp. | COM | 74972g103 | 12,917 | 1,196,050 | SH | SOLE | 1,042,150 | 0 | 153,900 | ||
| Ryder System Inc. | COM | 783549108 | 80,240 | 1,077,911 | SH | SOLE | 926,431 | 0 | 151,480 | ||
| Schlumberger Ltd. | COM | 806857108 | 781,604 | 9,310,349 | SH | SOLE | 8,766,366 | 0 | 543,983 | ||
| Smiths Group PLC - ADR | COM | 83238p203 | 248 | 13,950 | SH | SOLE | 3,550 | 0 | 10,400 | ||
| Stanley Black & Deck | COM | 854502101 | 423,751 | 3,694,747 | SH | SOLE | 3,388,211 | 0 | 306,536 | ||
| TE Connectivity Ltd. | COM | H84989104 | 643,313 | 9,285,702 | SH | SOLE | 8,705,051 | 0 | 580,651 | ||
| TriMas Corp. | COM | 896215209 | 59,056 | 2,513,010 | SH | SOLE | 2,164,160 | 0 | 348,850 | ||
| UniFirst Corp. | COM | 904708104 | 32,798 | 228,319 | SH | SOLE | 195,569 | 0 | 32,750 | ||
| Unilever PLC ADR | COM | 904767704 | 275,885 | 6,778,508 | SH | SOLE | 6,222,822 | 0 | 555,686 | ||
| UnitedHealth Group | COM | 91324P102 | 617,114 | 3,855,999 | SH | SOLE | 3,534,260 | 0 | 321,739 | ||
| Valmont Industries | COM | 920253101 | 61,093 | 433,592 | SH | SOLE | 372,261 | 0 | 61,331 | ||
| Varian Medical Sys. | COM | 92220p105 | 65,089 | 724,981 | SH | SOLE | 617,136 | 0 | 107,845 | ||
| W.R. Berkley Corp. | COM | 084423102 | 71,600 | 1,076,531 | SH | SOLE | 921,150 | 0 | 155,381 | ||
| Woodward Inc. | COM | 980745103 | 97,906 | 1,417,895 | SH | SOLE | 1,218,105 | 0 | 199,790 | ||
| Zions Bancorporation | COM | 989701107 | 57,373 | 1,333,008 | SH | SOLE | 1,145,287 | 0 | 187,721 | ||