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 | 176,512 | 6,228,387 | SH | SOLE | 5,708,884 | 0 | 519,503 | ||
| 21st Century Fox - B | COM | 90130a200 | 370,827 | 13,305,596 | SH | SOLE | 12,188,593 | 0 | 1,117,003 | ||
| Accenture Plc. | COM | g1151c101 | 870,112 | 7,035,189 | SH | SOLE | 6,667,126 | 0 | 368,063 | ||
| Allscripts Healthcare | COM | 01988P108 | 77,626 | 6,083,536 | SH | SOLE | 5,265,611 | 0 | 817,925 | ||
| AmerisourceBergen | COM | 03073e105 | 547,686 | 5,793,775 | SH | SOLE | 5,298,362 | 0 | 495,413 | ||
| Anixter Int'l. | COM | 035290105 | 93,741 | 1,198,732 | SH | SOLE | 1,032,972 | 0 | 165,760 | ||
| Applied Ind. Tech. | COM | 03820c105 | 43,167 | 731,023 | SH | SOLE | 634,698 | 0 | 96,325 | ||
| Armstrong World Ind. | COM | 04247x102 | 86,511 | 1,880,684 | SH | SOLE | 1,623,459 | 0 | 257,225 | ||
| Arrow Electronics Inc. | COM | 042735100 | 107,915 | 1,376,113 | SH | SOLE | 1,172,413 | 0 | 203,700 | ||
| Avery Dennison Corp. | COM | 053611109 | 87,023 | 984,758 | SH | SOLE | 851,953 | 0 | 132,805 | ||
| Bank of NY Mellon | COM | 064058100 | 461,304 | 9,041,637 | SH | SOLE | 8,278,246 | 0 | 763,391 | ||
| Berkshire Hath Cl B | COM | 084670702 | 683,345 | 4,034,629 | SH | SOLE | 3,696,302 | 0 | 338,327 | ||
| Broadridge Financial | COM | 11133t103 | 108,677 | 1,438,290 | SH | SOLE | 1,240,225 | 0 | 198,065 | ||
| Cable One, Inc. | COM | 12685j105 | 56,409 | 79,349 | SH | SOLE | 67,224 | 0 | 12,125 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 36,521 | 382,818 | SH | SOLE | 331,093 | 0 | 51,725 | ||
| Casey's General Stores | COM | 147528103 | 28,465 | 265,751 | SH | SOLE | 231,351 | 0 | 34,400 | ||
| CenturyLink Inc | COM | 156700106 | 86,411 | 3,618,535 | SH | SOLE | 3,334,685 | 0 | 283,850 | ||
| Cerner Corporation | COM | 156782104 | 518,836 | 7,805,566 | SH | SOLE | 7,157,655 | 0 | 647,911 | ||
| Comcast Corp. | COM | 20030n101 | 708,080 | 18,193,219 | SH | SOLE | 16,665,963 | 0 | 1,527,256 | ||
| Devon Energy Corp. | COM | 25179m103 | 157,933 | 4,940,022 | SH | SOLE | 4,521,291 | 0 | 418,731 | ||
| Dollar General Corp | COM | 256677105 | 540,978 | 7,504,207 | SH | SOLE | 6,880,063 | 0 | 624,144 | ||
| Ebay, Inc. | COM | 278642103 | 522,786 | 14,970,954 | SH | SOLE | 13,719,502 | 0 | 1,251,452 | ||
| ePlus Inc. | COM | 294268107 | 78,772 | 1,063,046 | SH | SOLE | 920,560 | 0 | 142,486 | ||
| Esterline Technologies | COM | 297425100 | 92,236 | 972,956 | SH | SOLE | 868,556 | 0 | 104,400 | ||
| Expeditors Int'l. | COM | 302130109 | 467,080 | 8,269,825 | SH | SOLE | 7,567,643 | 0 | 702,182 | ||
| Factset Research Sys. | COM | 303075105 | 31,790 | 191,300 | SH | SOLE | 165,610 | 0 | 25,690 | ||
| Fairfax Financial | COM | 303901102 | 2,900 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 176,446 | 3,026,526 | SH | SOLE | 2,618,732 | 0 | 407,794 | ||
| Genpact, Ltd. | COM | g3922b107 | 146,346 | 5,258,582 | SH | SOLE | 4,541,532 | 0 | 717,050 | ||
| Graham Holdings Co. | COM | 384637104 | 121,213 | 202,139 | SH | SOLE | 174,896 | 0 | 27,243 | ||
| Greenlight Capital | COM | g4095j109 | 43,170 | 2,065,537 | SH | SOLE | 1,781,322 | 0 | 284,215 | ||
| H.B. Fuller Co. | COM | 359694106 | 82,485 | 1,613,866 | SH | SOLE | 1,394,276 | 0 | 219,590 | ||
| Honeywell Int'l Inc. | COM | 438516106 | 620,768 | 4,657,271 | SH | SOLE | 4,273,229 | 0 | 384,042 | ||
| Interpublic Group | COM | 460690100 | 110,055 | 4,473,770 | SH | SOLE | 3,832,920 | 0 | 640,850 | ||
| JPMorgan Chase | COM | 46625h100 | 534,163 | 5,844,236 | SH | SOLE | 5,352,527 | 0 | 491,709 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 47,544 | 2,495,763 | SH | SOLE | 2,149,113 | 0 | 346,650 | ||
| Kirby Corp. | COM | 497266106 | 56,746 | 848,859 | SH | SOLE | 722,784 | 0 | 126,075 | ||
| Level 3 Comm. | COM | 52729n308 | 433,105 | 7,303,618 | SH | SOLE | 6,689,282 | 0 | 614,336 | ||
| Liberty Global LiLAC - C | COM | g5480u153 | 90,372 | 4,221,000 | SH | SOLE | 4,221,000 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 105,371 | 943,759 | SH | SOLE | 800,784 | 0 | 142,975 | ||
| MEDNAX, Inc. | COM | 58502b106 | 62,179 | 1,029,973 | SH | SOLE | 921,898 | 0 | 108,075 | ||
| Microsoft Corp. | COM | 594918104 | 290,035 | 4,207,671 | SH | SOLE | 3,853,672 | 0 | 353,999 | ||
| MKS Instruments | COM | 55306n104 | 32,253 | 479,236 | SH | SOLE | 414,346 | 0 | 64,890 | ||
| MSC Industrial Direct | COM | 553530106 | 45,032 | 523,870 | SH | SOLE | 451,710 | 0 | 72,160 | ||
| Nestle SA ADR | COM | 641069406 | 447,432 | 5,131,096 | SH | SOLE | 4,706,483 | 0 | 424,613 | ||
| Net 1 UEPS Technologies Inc. | COM | 64107n206 | 125 | 12,700 | SH | SOLE | 0 | 0 | 12,700 | ||
| NVR Inc. | COM | 62944t105 | 47,699 | 19,787 | SH | SOLE | 17,057 | 0 | 2,730 | ||
| Omnicom Group | COM | 681919106 | 413,063 | 4,982,667 | SH | SOLE | 4,562,301 | 0 | 420,366 | ||
| Oracle Corp | COM | 68389x105 | 320,265 | 6,387,407 | SH | SOLE | 5,859,265 | 0 | 528,142 | ||
| Paccar Inc. | COM | 693718108 | 448,723 | 6,794,718 | SH | SOLE | 6,226,028 | 0 | 568,690 | ||
| Penske Automotive | COM | 70959w103 | 64,010 | 1,457,745 | SH | SOLE | 1,255,370 | 0 | 202,375 | ||
| Potash Corp. | COM | 73755l107 | 608,649 | 37,340,421 | SH | SOLE | 35,360,248 | 0 | 1,980,173 | ||
| Progressive Corp. | COM | 743315103 | 489,622 | 11,105,064 | SH | SOLE | 10,170,070 | 0 | 934,994 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 105,561 | 2,202,390 | SH | SOLE | 1,904,490 | 0 | 297,900 | ||
| Ryder System Inc. | COM | 783549108 | 87,237 | 1,211,960 | SH | SOLE | 1,043,505 | 0 | 168,455 | ||
| Schlumberger Ltd. | COM | 806857108 | 625,361 | 9,498,185 | SH | SOLE | 8,987,652 | 0 | 510,533 | ||
| Smiths Group PLC - ADR | COM | 83238p203 | 221 | 10,400 | SH | SOLE | 0 | 0 | 10,400 | ||
| Stanley Black & Deck | COM | 854502101 | 480,135 | 3,411,743 | SH | SOLE | 3,125,732 | 0 | 286,011 | ||
| TE Connectivity Ltd. | COM | H84989104 | 736,681 | 9,363,005 | SH | SOLE | 8,818,079 | 0 | 544,926 | ||
| TJX Companies Inc | COM | 872540109 | 336,843 | 4,667,352 | SH | SOLE | 4,267,702 | 0 | 399,650 | ||
| TriMas Corp. | COM | 896215209 | 57,247 | 2,745,646 | SH | SOLE | 2,371,396 | 0 | 374,250 | ||
| Unilever PLC ADR | COM | 904767704 | 284,786 | 5,262,114 | SH | SOLE | 4,811,153 | 0 | 450,961 | ||
| UnitedHealth Group | COM | 91324P102 | 661,762 | 3,568,992 | SH | SOLE | 3,268,778 | 0 | 300,214 | ||
| Valmont Industries | COM | 920253101 | 39,405 | 263,400 | SH | SOLE | 223,994 | 0 | 39,406 | ||
| Varian Medical Sys. | COM | 92220p105 | 73,218 | 709,542 | SH | SOLE | 607,497 | 0 | 102,045 | ||
| ViaSat, Inc. | COM | 92552v100 | 28,948 | 437,285 | SH | SOLE | 378,360 | 0 | 58,925 | ||
| W.R. Berkley Corp. | COM | 084423102 | 73,384 | 1,060,924 | SH | SOLE | 913,218 | 0 | 147,706 | ||
| White Mountains Ins. | COM | g9618e107 | 62,062 | 71,448 | SH | SOLE | 61,799 | 0 | 9,649 | ||
| Woodward Inc. | COM | 980745103 | 94,766 | 1,402,285 | SH | SOLE | 1,214,045 | 0 | 188,240 | ||
| Zions Bancorporation | COM | 989701107 | 39,663 | 903,272 | SH | SOLE | 770,476 | 0 | 132,796 | ||