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 | 2,087 | 56,869 | SH | SOLE | 56,869 | 0 | 0 | ||
| 21st Century Fox - B | COM | 90130a200 | 429,094 | 11,798,033 | SH | SOLE | 10,816,080 | 0 | 981,953 | ||
| Accenture Plc. | COM | g1151c101 | 870,683 | 5,672,203 | SH | SOLE | 5,347,175 | 0 | 325,028 | ||
| Allscripts Healthcare | COM | 01988P108 | 86,050 | 6,967,591 | SH | SOLE | 6,059,516 | 0 | 908,075 | ||
| Anixter Int'l. | COM | 035290105 | 86,948 | 1,147,826 | SH | SOLE | 993,766 | 0 | 154,060 | ||
| Applied Ind. Tech. | COM | 03820c105 | 35,218 | 483,095 | SH | SOLE | 420,245 | 0 | 62,850 | ||
| Argo Group Int'l. | COM | G0464B107 | 53,812 | 937,492 | SH | SOLE | 814,284 | 0 | 123,208 | ||
| Armstrong World Ind. | COM | 04247x102 | 103,235 | 1,833,662 | SH | SOLE | 1,593,012 | 0 | 240,650 | ||
| Arrow Electronics Inc. | COM | 042735100 | 77,654 | 1,008,232 | SH | SOLE | 853,307 | 0 | 154,925 | ||
| Avery Dennison Corp. | COM | 053611109 | 74,269 | 699,007 | SH | SOLE | 601,527 | 0 | 97,480 | ||
| Bank of NY Mellon | COM | 064058100 | 418,688 | 8,125,128 | SH | SOLE | 7,446,042 | 0 | 679,086 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 731,305 | 3,666,057 | SH | SOLE | 3,344,260 | 0 | 321,797 | ||
| Broadridge Financial | COM | 11133t103 | 111,086 | 1,012,726 | SH | SOLE | 869,021 | 0 | 143,705 | ||
| Cable One Inc. | COM | 12685j105 | 50,011 | 72,784 | SH | SOLE | 62,061 | 0 | 10,723 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 114,054 | 1,092,362 | SH | SOLE | 944,112 | 0 | 148,250 | ||
| Cars.com Inc. | COM | 14575E105 | 53,981 | 1,905,423 | SH | SOLE | 1,657,373 | 0 | 248,050 | ||
| CenturyLink Inc. | COM | 156700106 | 303,217 | 18,455,072 | SH | SOLE | 16,924,767 | 0 | 1,530,305 | ||
| Cerner Corporation | COM | 156782104 | 409,053 | 7,052,646 | SH | SOLE | 6,465,545 | 0 | 587,101 | ||
| Comcast Corp. | COM | 20030n101 | 471,091 | 13,786,689 | SH | SOLE | 12,622,013 | 0 | 1,164,676 | ||
| Dollar General Corp | COM | 256677105 | 642,076 | 6,863,456 | SH | SOLE | 6,245,287 | 0 | 618,169 | ||
| Ebay Inc. | COM | 278642103 | 543,547 | 13,507,623 | SH | SOLE | 12,374,076 | 0 | 1,133,547 | ||
| ePlus Inc. | COM | 294268107 | 66,359 | 854,046 | SH | SOLE | 741,558 | 0 | 112,488 | ||
| Expeditors Int'l. | COM | 302130109 | 449,744 | 7,104,963 | SH | SOLE | 6,561,116 | 0 | 543,847 | ||
| Factset Research Sys. | COM | 303075105 | 49,736 | 249,401 | SH | SOLE | 215,075 | 0 | 34,326 | ||
| Fairfax Financial | COM | 303901102 | 4,123 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 162,466 | 1,999,581 | SH | SOLE | 1,729,411 | 0 | 270,170 | ||
| Genpact Ltd. | COM | g3922b107 | 145,761 | 4,556,443 | SH | SOLE | 3,944,568 | 0 | 611,875 | ||
| Graham Holdings Co. | COM | 384637104 | 134,040 | 222,565 | SH | SOLE | 193,572 | 0 | 28,993 | ||
| Grupo Televisa SA | COM | 40049J206 | 47,912 | 3,002,000 | SH | SOLE | 3,002,000 | 0 | 0 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 604,460 | 4,182,825 | SH | SOLE | 3,837,418 | 0 | 345,407 | ||
| Howard Hughes Corp. | COM | 44267d107 | 56,654 | 407,204 | SH | SOLE | 350,179 | 0 | 57,025 | ||
| Interpublic Group | COM | 460690100 | 118,709 | 5,154,526 | SH | SOLE | 4,457,676 | 0 | 696,850 | ||
| JPMorgan Chase | COM | 46625h100 | 575,756 | 5,235,576 | SH | SOLE | 4,793,622 | 0 | 441,954 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 71,126 | 4,087,679 | SH | SOLE | 3,532,179 | 0 | 555,500 | ||
| Liberty Latin America | COM | G9001E128 | 74,957 | 3,926,500 | SH | SOLE | 3,926,500 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 100,061 | 869,341 | SH | SOLE | 741,691 | 0 | 127,650 | ||
| MEDNAX Inc. | COM | 58502b106 | 108,794 | 1,955,676 | SH | SOLE | 1,744,351 | 0 | 211,325 | ||
| Microsoft Corp. | COM | 594918104 | 314,270 | 3,443,302 | SH | SOLE | 3,137,278 | 0 | 306,024 | ||
| MSC Industrial Direct | COM | 553530106 | 39,570 | 431,466 | SH | SOLE | 370,006 | 0 | 61,460 | ||
| Nestle SA ADR | COM | 641069406 | 367,248 | 4,645,773 | SH | SOLE | 4,266,715 | 0 | 379,058 | ||
| Nutrien Ltd. | COM | 67077M108 | 641,595 | 13,575,848 | SH | SOLE | 12,857,503 | 0 | 718,345 | ||
| Omnicom Group | COM | 681919106 | 378,181 | 5,204,081 | SH | SOLE | 4,767,336 | 0 | 436,745 | ||
| Oracle Corp. | COM | 68389x105 | 366,942 | 8,020,588 | SH | SOLE | 7,338,893 | 0 | 681,695 | ||
| Paccar Inc. | COM | 693718108 | 320,079 | 4,837,221 | SH | SOLE | 4,431,166 | 0 | 406,055 | ||
| Penske Automotive | COM | 70959w103 | 80,965 | 1,826,407 | SH | SOLE | 1,573,432 | 0 | 252,975 | ||
| Progressive Corp. | COM | 743315103 | 546,555 | 8,970,208 | SH | SOLE | 8,214,964 | 0 | 755,244 | ||
| Quest Diagnostics | COM | 74834l100 | 368,072 | 3,669,715 | SH | SOLE | 3,362,725 | 0 | 306,990 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 122,114 | 2,109,423 | SH | SOLE | 1,830,398 | 0 | 279,025 | ||
| Ryder System Inc. | COM | 783549108 | 86,499 | 1,188,336 | SH | SOLE | 1,030,606 | 0 | 157,730 | ||
| Schlumberger Ltd. | COM | 806857108 | 643,660 | 9,936,092 | SH | SOLE | 9,336,327 | 0 | 599,765 | ||
| Smith & Nephew PLC | COM | 83175M205 | 268,167 | 7,029,281 | SH | SOLE | 6,462,981 | 0 | 566,300 | ||
| Stanley Black & Deck | COM | 854502101 | 471,201 | 3,075,722 | SH | SOLE | 2,817,166 | 0 | 258,556 | ||
| TE Connectivity Ltd. | COM | H84989104 | 692,802 | 6,934,955 | SH | SOLE | 6,518,704 | 0 | 416,251 | ||
| TiVo Corporation | COM | 88870P106 | 37,914 | 2,798,088 | SH | SOLE | 2,429,288 | 0 | 368,800 | ||
| TJX Companies Inc. | COM | 872540109 | 646,189 | 7,922,871 | SH | SOLE | 7,254,641 | 0 | 668,230 | ||
| TriMas Corp. | COM | 896215209 | 78,760 | 3,000,387 | SH | SOLE | 2,591,662 | 0 | 408,725 | ||
| Trinity Industries | COM | 896522109 | 33,440 | 1,024,839 | SH | SOLE | 891,064 | 0 | 133,775 | ||
| Unilever PLC ADR | COM | 904767704 | 261,708 | 4,710,375 | SH | SOLE | 4,311,814 | 0 | 398,561 | ||
| UnitedHealth Group | COM | 91324P102 | 682,767 | 3,190,500 | SH | SOLE | 2,944,931 | 0 | 245,569 | ||
| Valmont Industries | COM | 920253101 | 47,940 | 327,682 | SH | SOLE | 284,532 | 0 | 43,150 | ||
| ViaSat Inc. | COM | 92552v100 | 76,089 | 1,157,779 | SH | SOLE | 1,006,229 | 0 | 151,550 | ||
| W.R. Berkley Corp. | COM | 084423102 | 87,013 | 1,196,874 | SH | SOLE | 1,038,749 | 0 | 158,125 | ||
| White Mountains Ins. | COM | g9618e107 | 96,988 | 117,916 | SH | SOLE | 102,104 | 0 | 15,812 | ||
| Woodward Inc. | COM | 980745103 | 97,008 | 1,353,719 | SH | SOLE | 1,177,498 | 0 | 176,221 | ||
| Zions Bancorporation | COM | 989701107 | 51,110 | 969,284 | SH | SOLE | 833,994 | 0 | 135,290 | ||