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 | 70,772 | 2,682,793 | SH | SOLE | 2,463,065 | 0 | 219,728 | ||
| 21st Century Fox - B | COM | 90130a200 | 336,691 | 13,055,117 | SH | SOLE | 11,964,164 | 0 | 1,090,953 | ||
| Accenture Plc. | COM | g1151c101 | 918,728 | 6,801,867 | SH | SOLE | 6,440,029 | 0 | 361,838 | ||
| Allscripts Healthcare | COM | 01988P108 | 86,051 | 6,047,181 | SH | SOLE | 5,246,681 | 0 | 800,500 | ||
| AmerisourceBergen | COM | 03073e105 | 468,703 | 5,664,090 | SH | SOLE | 5,179,127 | 0 | 484,963 | ||
| Anixter Int'l. | COM | 035290105 | 100,688 | 1,184,567 | SH | SOLE | 1,024,882 | 0 | 159,685 | ||
| Applied Ind. Tech. | COM | 03820c105 | 47,821 | 726,768 | SH | SOLE | 632,193 | 0 | 94,575 | ||
| Armstrong World Ind. | COM | 04247x102 | 106,168 | 2,071,579 | SH | SOLE | 1,793,904 | 0 | 277,675 | ||
| Arrow Electronics Inc. | COM | 042735100 | 87,556 | 1,088,873 | SH | SOLE | 923,373 | 0 | 165,500 | ||
| Avery Dennison Corp. | COM | 053611109 | 95,817 | 974,342 | SH | SOLE | 845,412 | 0 | 128,930 | ||
| Bank of NY Mellon | COM | 064058100 | 465,500 | 8,779,715 | SH | SOLE | 8,042,319 | 0 | 737,396 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 721,772 | 3,937,225 | SH | SOLE | 3,606,673 | 0 | 330,552 | ||
| Broadridge Financial | COM | 11133t103 | 114,829 | 1,420,800 | SH | SOLE | 1,229,995 | 0 | 190,805 | ||
| Cable One Inc. | COM | 12685j105 | 56,534 | 78,289 | SH | SOLE | 67,012 | 0 | 11,277 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 89,668 | 894,087 | SH | SOLE | 766,362 | 0 | 127,725 | ||
| Casey's General Stores | COM | 147528103 | 50,422 | 460,686 | SH | SOLE | 398,886 | 0 | 61,800 | ||
| CenturyLink Inc. | COM | 156700106 | 67,948 | 3,595,154 | SH | SOLE | 3,312,654 | 0 | 282,500 | ||
| Cerner Corporation | COM | 156782104 | 540,965 | 7,585,044 | SH | SOLE | 6,948,958 | 0 | 636,086 | ||
| Comcast Corp. | COM | 20030n101 | 682,064 | 17,725,166 | SH | SOLE | 16,236,235 | 0 | 1,488,931 | ||
| Devon Energy Corp. | COM | 25179m103 | 174,289 | 4,747,728 | SH | SOLE | 4,339,597 | 0 | 408,131 | ||
| Dollar General Corp | COM | 256677105 | 592,068 | 7,304,973 | SH | SOLE | 6,689,979 | 0 | 614,994 | ||
| Ebay Inc. | COM | 278642103 | 560,980 | 14,586,059 | SH | SOLE | 13,358,257 | 0 | 1,227,802 | ||
| ePlus Inc. | COM | 294268107 | 77,535 | 838,669 | SH | SOLE | 722,181 | 0 | 116,488 | ||
| Esterline Technologies | COM | 297425100 | 93,536 | 1,037,564 | SH | SOLE | 927,364 | 0 | 110,200 | ||
| Expeditors Int'l. | COM | 302130109 | 481,749 | 8,047,932 | SH | SOLE | 7,367,325 | 0 | 680,607 | ||
| Factset Research Sys. | COM | 303075105 | 45,923 | 254,972 | SH | SOLE | 219,387 | 0 | 35,585 | ||
| Fairfax Financial | COM | 303901102 | 3,477 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 172,893 | 2,737,819 | SH | SOLE | 2,375,999 | 0 | 361,820 | ||
| Genpact Ltd. | COM | g3922b107 | 136,547 | 4,749,445 | SH | SOLE | 4,103,670 | 0 | 645,775 | ||
| Graham Holdings Co. | COM | 384637104 | 117,569 | 200,938 | SH | SOLE | 174,302 | 0 | 26,636 | ||
| Greenlight Capital | COM | g4095j109 | 36,456 | 1,683,899 | SH | SOLE | 1,442,484 | 0 | 241,415 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 640,804 | 4,520,984 | SH | SOLE | 4,145,192 | 0 | 375,792 | ||
| Interpublic Group | COM | 460690100 | 91,988 | 4,424,625 | SH | SOLE | 3,803,725 | 0 | 620,900 | ||
| JPMorgan Chase | COM | 46625h100 | 543,154 | 5,686,885 | SH | SOLE | 5,206,651 | 0 | 480,234 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 60,965 | 3,286,505 | SH | SOLE | 2,837,005 | 0 | 449,500 | ||
| Kirby Corp. | COM | 497266106 | 55,291 | 838,376 | SH | SOLE | 716,774 | 0 | 121,602 | ||
| Level 3 Comm. | COM | 52729n308 | 380,416 | 7,138,592 | SH | SOLE | 6,536,831 | 0 | 601,761 | ||
| Liberty Global LiLAC - C | COM | g5480u153 | 98,349 | 4,221,000 | SH | SOLE | 4,221,000 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 110,306 | 936,224 | SH | SOLE | 800,024 | 0 | 136,200 | ||
| MEDNAX Inc. | COM | 58502b106 | 44,239 | 1,025,953 | SH | SOLE | 920,503 | 0 | 105,450 | ||
| Microsoft Corp. | COM | 594918104 | 308,045 | 4,135,391 | SH | SOLE | 3,786,017 | 0 | 349,374 | ||
| MKS Instruments | COM | 55306n104 | 39,591 | 419,176 | SH | SOLE | 361,686 | 0 | 57,490 | ||
| MSC Industrial Direct | COM | 553530106 | 39,364 | 520,895 | SH | SOLE | 450,185 | 0 | 70,710 | ||
| Nestle SA ADR | COM | 641069406 | 420,139 | 5,001,055 | SH | SOLE | 4,588,767 | 0 | 412,288 | ||
| NVR Inc. | COM | 62944t105 | 41,923 | 14,684 | SH | SOLE | 12,519 | 0 | 2,165 | ||
| Omnicom Group | COM | 681919106 | 359,867 | 4,858,472 | SH | SOLE | 4,447,731 | 0 | 410,741 | ||
| Oracle Corp. | COM | 68389x105 | 307,011 | 6,349,770 | SH | SOLE | 5,821,803 | 0 | 527,967 | ||
| Paccar Inc. | COM | 693718108 | 478,646 | 6,616,614 | SH | SOLE | 6,061,374 | 0 | 555,240 | ||
| Penske Automotive | COM | 70959w103 | 87,983 | 1,849,553 | SH | SOLE | 1,589,878 | 0 | 259,675 | ||
| Potash Corp. | COM | 73755l107 | 709,104 | 36,855,741 | SH | SOLE | 34,912,618 | 0 | 1,943,123 | ||
| Progressive Corp. | COM | 743315103 | 523,133 | 10,804,063 | SH | SOLE | 9,895,544 | 0 | 908,519 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 109,666 | 2,178,505 | SH | SOLE | 1,889,105 | 0 | 289,400 | ||
| Ryder System Inc. | COM | 783549108 | 102,260 | 1,209,465 | SH | SOLE | 1,044,260 | 0 | 165,205 | ||
| Schlumberger Ltd. | COM | 806857108 | 694,338 | 9,953,239 | SH | SOLE | 9,419,194 | 0 | 534,045 | ||
| Stanley Black & Deck | COM | 854502101 | 502,411 | 3,327,886 | SH | SOLE | 3,047,600 | 0 | 280,286 | ||
| TE Connectivity Ltd. | COM | H84989104 | 681,504 | 8,204,963 | SH | SOLE | 7,753,937 | 0 | 451,026 | ||
| TJX Companies Inc. | COM | 872540109 | 417,324 | 5,660,160 | SH | SOLE | 5,182,285 | 0 | 477,875 | ||
| TriMas Corp. | COM | 896215209 | 77,757 | 2,879,901 | SH | SOLE | 2,492,676 | 0 | 387,225 | ||
| Unilever PLC ADR | COM | 904767704 | 292,772 | 5,051,273 | SH | SOLE | 4,612,012 | 0 | 439,261 | ||
| UnitedHealth Group | COM | 91324P102 | 679,639 | 3,470,202 | SH | SOLE | 3,187,413 | 0 | 282,789 | ||
| Valmont Industries | COM | 920253101 | 52,932 | 334,799 | SH | SOLE | 289,499 | 0 | 45,300 | ||
| ViaSat Inc. | COM | 92552v100 | 50,116 | 779,160 | SH | SOLE | 672,860 | 0 | 106,300 | ||
| W.R. Berkley Corp. | COM | 084423102 | 70,016 | 1,049,085 | SH | SOLE | 905,635 | 0 | 143,450 | ||
| White Mountains Ins. | COM | g9618e107 | 76,005 | 88,687 | SH | SOLE | 76,651 | 0 | 12,036 | ||
| Woodward Inc. | COM | 980745103 | 107,545 | 1,385,706 | SH | SOLE | 1,203,585 | 0 | 182,121 | ||
| Zions Bancorporation | COM | 989701107 | 42,357 | 897,776 | SH | SOLE | 767,861 | 0 | 129,915 | ||