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 | 214,897 | 6,634,681 | SH | SOLE | 6,090,778 | 0 | 543,903 | ||
| 21st Century Fox - B | COM | 90130a200 | 450,517 | 14,176,130 | SH | SOLE | 12,999,777 | 0 | 1,176,353 | ||
| Accenture Plc. | COM | g1151c101 | 842,995 | 7,031,988 | SH | SOLE | 6,642,475 | 0 | 389,513 | ||
| Allscripts Healthcare | COM | 01988P108 | 76,652 | 6,045,110 | SH | SOLE | 5,221,760 | 0 | 823,350 | ||
| American Express | COM | 025816109 | 299,289 | 3,783,205 | SH | SOLE | 3,466,220 | 0 | 316,985 | ||
| AmerisourceBergen | COM | 03073e105 | 544,418 | 6,151,621 | SH | SOLE | 5,629,583 | 0 | 522,038 | ||
| Anixter Int'l. | COM | 035290105 | 94,885 | 1,196,538 | SH | SOLE | 1,032,053 | 0 | 164,485 | ||
| Applied Ind. Tech. | COM | 03820c105 | 45,596 | 737,204 | SH | SOLE | 638,779 | 0 | 98,425 | ||
| AptarGroup Inc. | COM | 038336103 | 208 | 2,700 | SH | SOLE | 1,200 | 0 | 1,500 | ||
| Armstrong World Ind. | COM | 04247x102 | 86,378 | 1,875,741 | SH | SOLE | 1,619,391 | 0 | 256,350 | ||
| Arrow Electronics Inc. | COM | 042735100 | 126,427 | 1,722,206 | SH | SOLE | 1,479,956 | 0 | 242,250 | ||
| Avery Dennison Corp. | COM | 053611109 | 79,437 | 985,569 | SH | SOLE | 851,239 | 0 | 134,330 | ||
| Bank of NY Mellon | COM | 064058100 | 452,836 | 9,587,882 | SH | SOLE | 8,788,291 | 0 | 799,591 | ||
| Berkshire Hath Cl B | COM | 084670702 | 717,783 | 4,306,356 | SH | SOLE | 3,949,404 | 0 | 356,952 | ||
| Broadridge Financial | COM | 11133t103 | 97,901 | 1,440,786 | SH | SOLE | 1,239,771 | 0 | 201,015 | ||
| Cable One, Inc. | COM | 12685j105 | 71,936 | 115,196 | SH | SOLE | 98,968 | 0 | 16,228 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 40,541 | 380,988 | SH | SOLE | 329,213 | 0 | 51,775 | ||
| Casey's General Stores | COM | 147528103 | 29,598 | 263,675 | SH | SOLE | 229,200 | 0 | 34,475 | ||
| Cerner Corporation | COM | 156782104 | 485,007 | 8,241,408 | SH | SOLE | 7,556,672 | 0 | 684,736 | ||
| Comcast Corp. | COM | 20030n101 | 725,235 | 19,293,297 | SH | SOLE | 17,691,466 | 0 | 1,601,831 | ||
| Compass Minerals | COM | 20451n101 | 47,355 | 697,943 | SH | SOLE | 601,413 | 0 | 96,530 | ||
| Devon Energy Corp. | COM | 25179m103 | 214,375 | 5,138,426 | SH | SOLE | 4,697,370 | 0 | 441,056 | ||
| Dollar General Corp | COM | 256677105 | 557,551 | 7,995,861 | SH | SOLE | 7,335,742 | 0 | 660,119 | ||
| Ebay, Inc. | COM | 278642103 | 536,244 | 15,973,911 | SH | SOLE | 14,640,584 | 0 | 1,333,327 | ||
| ePlus Inc. | COM | 294268107 | 70,869 | 524,760 | SH | SOLE | 454,142 | 0 | 70,618 | ||
| Esterline Technologies | COM | 297425100 | 73,099 | 849,489 | SH | SOLE | 758,214 | 0 | 91,275 | ||
| Expeditors Int'l. | COM | 302130109 | 500,992 | 8,868,690 | SH | SOLE | 8,130,733 | 0 | 737,957 | ||
| Fairfax Financial | COM | 303901102 | 3,057 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 148,877 | 3,029,034 | SH | SOLE | 2,615,524 | 0 | 413,510 | ||
| Genpact, Ltd. | COM | g3922b107 | 130,391 | 5,266,210 | SH | SOLE | 4,538,685 | 0 | 727,525 | ||
| Graham Holdings Co. | COM | 384637104 | 121,213 | 202,174 | SH | SOLE | 174,549 | 0 | 27,625 | ||
| Greenlight Capital | COM | g4095j109 | 45,390 | 2,053,845 | SH | SOLE | 1,776,230 | 0 | 277,615 | ||
| H.B. Fuller Co. | COM | 359694106 | 83,050 | 1,610,754 | SH | SOLE | 1,389,564 | 0 | 221,190 | ||
| Honeywell Int'l Inc. | COM | 438516106 | 619,685 | 4,962,641 | SH | SOLE | 4,556,924 | 0 | 405,717 | ||
| Interpublic Group | COM | 460690100 | 110,409 | 4,493,647 | SH | SOLE | 3,846,197 | 0 | 647,450 | ||
| JPMorgan Chase | COM | 46625h100 | 547,550 | 6,233,497 | SH | SOLE | 5,716,313 | 0 | 517,184 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 54,822 | 2,469,450 | SH | SOLE | 2,133,025 | 0 | 336,425 | ||
| Kirby Corp. | COM | 497266106 | 60,835 | 862,303 | SH | SOLE | 733,403 | 0 | 128,900 | ||
| Level 3 Comm. | COM | 52729n308 | 445,613 | 7,787,706 | SH | SOLE | 7,141,195 | 0 | 646,511 | ||
| Liberty Global LiLAC - C | COM | g5480u153 | 41,864 | 1,817,000 | SH | SOLE | 1,817,000 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 98,327 | 958,631 | SH | SOLE | 812,631 | 0 | 146,000 | ||
| MEDNAX, Inc. | COM | 58502b106 | 30,716 | 442,725 | SH | SOLE | 388,100 | 0 | 54,625 | ||
| Microsoft Corp. | COM | 594918104 | 295,974 | 4,493,981 | SH | SOLE | 4,125,507 | 0 | 368,474 | ||
| MKS Instruments | COM | 55306n104 | 54,851 | 797,831 | SH | SOLE | 681,991 | 0 | 115,840 | ||
| MSC Industrial Direct | COM | 553530106 | 54,914 | 534,387 | SH | SOLE | 461,202 | 0 | 73,185 | ||
| Nestle SA ADR | COM | 641069406 | 418,453 | 5,441,527 | SH | SOLE | 4,994,414 | 0 | 447,113 | ||
| Net 1 UEPS Technologies Inc. | COM | 64107n206 | 290 | 23,700 | SH | SOLE | 11,000 | 0 | 12,700 | ||
| NVR Inc. | COM | 62944t105 | 41,449 | 19,673 | SH | SOLE | 16,942 | 0 | 2,731 | ||
| Omnicom Group | COM | 681919106 | 456,768 | 5,298,319 | SH | SOLE | 4,852,778 | 0 | 445,541 | ||
| Oracle Corp | COM | 68389x105 | 306,033 | 6,860,183 | SH | SOLE | 6,295,841 | 0 | 564,342 | ||
| Paccar Inc. | COM | 693718108 | 486,653 | 7,241,866 | SH | SOLE | 6,643,201 | 0 | 598,665 | ||
| Penske Automotive | COM | 70959w103 | 67,531 | 1,442,655 | SH | SOLE | 1,245,755 | 0 | 196,900 | ||
| Potash Corp. | COM | 73755l107 | 649,640 | 38,035,149 | SH | SOLE | 35,940,776 | 0 | 2,094,373 | ||
| Progressive Corp. | COM | 743315103 | 463,597 | 11,832,487 | SH | SOLE | 10,846,943 | 0 | 985,544 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 107,456 | 2,200,621 | SH | SOLE | 1,899,271 | 0 | 301,350 | ||
| Ryder System Inc. | COM | 783549108 | 80,475 | 1,066,741 | SH | SOLE | 922,361 | 0 | 144,380 | ||
| Schlumberger Ltd. | COM | 806857108 | 756,886 | 9,691,248 | SH | SOLE | 9,152,815 | 0 | 538,433 | ||
| Smiths Group PLC - ADR | COM | 83238p203 | 289 | 13,950 | SH | SOLE | 3,550 | 0 | 10,400 | ||
| Stanley Black & Deck | COM | 854502101 | 483,948 | 3,642,266 | SH | SOLE | 3,339,680 | 0 | 302,586 | ||
| TE Connectivity Ltd. | COM | H84989104 | 716,931 | 9,616,782 | SH | SOLE | 9,042,056 | 0 | 574,726 | ||
| TJX Companies Inc | COM | 872540109 | 225,702 | 2,854,093 | SH | SOLE | 2,618,018 | 0 | 236,075 | ||
| TriMas Corp. | COM | 896215209 | 56,671 | 2,731,135 | SH | SOLE | 2,358,960 | 0 | 372,175 | ||
| Unilever PLC ADR | COM | 904767704 | 523,770 | 10,615,523 | SH | SOLE | 9,748,787 | 0 | 866,736 | ||
| UnitedHealth Group | COM | 91324P102 | 624,058 | 3,804,997 | SH | SOLE | 3,487,083 | 0 | 317,914 | ||
| Valmont Industries | COM | 920253101 | 41,770 | 268,617 | SH | SOLE | 228,411 | 0 | 40,206 | ||
| Varian Medical Sys. | COM | 92220p105 | 64,948 | 712,691 | SH | SOLE | 609,246 | 0 | 103,445 | ||
| W.R. Berkley Corp. | COM | 084423102 | 74,993 | 1,061,776 | SH | SOLE | 913,395 | 0 | 148,381 | ||
| White Mountains Ins. | COM | g9618e107 | 44,533 | 50,613 | SH | SOLE | 43,750 | 0 | 6,863 | ||
| Woodward Inc. | COM | 980745103 | 95,243 | 1,402,285 | SH | SOLE | 1,211,645 | 0 | 190,640 | ||
| Zions Bancorporation | COM | 989701107 | 55,088 | 1,311,623 | SH | SOLE | 1,132,652 | 0 | 178,971 | ||