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 - B | COM | 90130A200 | 540,523 | 10,970,624 | SH | SOLE | 9,963,264 | 0 | 1,007,360 | ||
| Accenture Plc. | COM | g1151c101 | 748,629 | 4,576,249 | SH | SOLE | 4,295,343 | 0 | 280,906 | ||
| Aetna Inc. | COM | 00817y108 | 278,014 | 1,515,065 | SH | SOLE | 1,374,120 | 0 | 140,945 | ||
| Allscripts Healthcare | COM | 01988P108 | 80,242 | 6,686,811 | SH | SOLE | 5,751,706 | 0 | 935,105 | ||
| Anixter Int'l. | COM | 035290105 | 69,603 | 1,099,571 | SH | SOLE | 944,971 | 0 | 154,600 | ||
| Argo Group Int'l. | COM | G0464B107 | 53,076 | 912,742 | SH | SOLE | 784,802 | 0 | 127,940 | ||
| Armstrong World Ind. | COM | 04247x102 | 112,375 | 1,778,093 | SH | SOLE | 1,528,493 | 0 | 249,600 | ||
| Arrow Electronics Inc. | COM | 042735100 | 66,019 | 876,981 | SH | SOLE | 747,826 | 0 | 129,155 | ||
| Avery Dennison Corp. | COM | 053611109 | 82,973 | 812,663 | SH | SOLE | 698,578 | 0 | 114,085 | ||
| Bank of NY Mellon | COM | 064058100 | 408,106 | 7,567,335 | SH | SOLE | 6,870,262 | 0 | 697,073 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 635,498 | 3,404,758 | SH | SOLE | 3,074,660 | 0 | 330,098 | ||
| Broadridge Financial | COM | 11133t103 | 76,610 | 665,598 | SH | SOLE | 571,978 | 0 | 93,620 | ||
| Cable One Inc. | COM | 12685j105 | 51,876 | 70,744 | SH | SOLE | 60,391 | 0 | 10,353 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 120,168 | 1,109,484 | SH | SOLE | 948,024 | 0 | 161,460 | ||
| Cars.com Inc. | COM | 14575E105 | 52,114 | 1,835,635 | SH | SOLE | 1,575,335 | 0 | 260,300 | ||
| CenturyLink Inc. | COM | 156700106 | 317,886 | 17,053,961 | SH | SOLE | 15,485,255 | 0 | 1,568,706 | ||
| Cerner Corporation | COM | 156782104 | 389,223 | 6,509,827 | SH | SOLE | 5,908,327 | 0 | 601,500 | ||
| Dollar General Corp | COM | 256677105 | 628,204 | 6,371,237 | SH | SOLE | 5,738,007 | 0 | 633,230 | ||
| Ebay Inc. | COM | 278642103 | 490,698 | 13,532,768 | SH | SOLE | 12,268,229 | 0 | 1,264,539 | ||
| EnPro Industries, Inc. | COM | 29355X107 | 29,595 | 423,090 | SH | SOLE | 363,265 | 0 | 59,825 | ||
| ePlus Inc. | COM | 294268107 | 78,730 | 836,659 | SH | SOLE | 719,061 | 0 | 117,598 | ||
| Expeditors Int'l. | COM | 302130109 | 486,241 | 6,651,724 | SH | SOLE | 6,093,292 | 0 | 558,432 | ||
| Factset Research Sys. | COM | 303075105 | 46,836 | 236,427 | SH | SOLE | 202,581 | 0 | 33,846 | ||
| Fairfax Financial | COM | 303901102 | 4,541 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767D105 | 120,221 | 1,338,014 | SH | SOLE | 1,149,057 | 0 | 188,957 | ||
| Genpact Ltd. | COM | G3922B107 | 129,235 | 4,467,170 | SH | SOLE | 3,840,935 | 0 | 626,235 | ||
| Graham Holdings Co. | COM | 384637104 | 126,810 | 216,362 | SH | SOLE | 186,031 | 0 | 30,331 | ||
| Grupo Televisa SA | COM | 40049J206 | 117,327 | 6,191,400 | SH | SOLE | 6,191,400 | 0 | 0 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 560,020 | 3,887,675 | SH | SOLE | 3,533,260 | 0 | 354,415 | ||
| Howard Hughes Corp. | COM | 44267D107 | 62,984 | 475,350 | SH | SOLE | 407,760 | 0 | 67,590 | ||
| Interpublic Group | COM | 460690100 | 116,477 | 4,969,134 | SH | SOLE | 4,251,969 | 0 | 717,165 | ||
| JPMorgan Chase | COM | 46625H100 | 507,285 | 4,868,381 | SH | SOLE | 4,415,391 | 0 | 452,990 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 82,999 | 3,924,315 | SH | SOLE | 3,374,360 | 0 | 549,955 | ||
| Liberty Latin America | COM | G9001E128 | 76,051 | 3,924,200 | SH | SOLE | 3,924,200 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 67,958 | 789,653 | SH | SOLE | 673,208 | 0 | 116,445 | ||
| Masco Corp | COM | 574599106 | 260,610 | 6,964,450 | SH | SOLE | 6,308,750 | 0 | 655,700 | ||
| MEDNAX Inc. | COM | 58502b106 | 54,582 | 1,261,140 | SH | SOLE | 1,117,725 | 0 | 143,415 | ||
| MSC Industrial Direct | COM | 553530106 | 30,838 | 363,438 | SH | SOLE | 312,718 | 0 | 50,720 | ||
| Nestle SA ADR | COM | 641069406 | 380,290 | 4,911,407 | SH | SOLE | 4,463,730 | 0 | 447,677 | ||
| Nutrien Ltd. | COM | 67077M108 | 696,546 | 12,808,860 | SH | SOLE | 12,071,344 | 0 | 737,516 | ||
| Omnicom Group | COM | 681919106 | 367,297 | 4,815,753 | SH | SOLE | 4,368,428 | 0 | 447,325 | ||
| Oracle Corp. | COM | 68389x105 | 325,452 | 7,386,558 | SH | SOLE | 6,687,348 | 0 | 699,210 | ||
| Paccar Inc. | COM | 693718108 | 279,324 | 4,508,137 | SH | SOLE | 4,091,138 | 0 | 416,999 | ||
| Penske Automotive | COM | 70959W103 | 82,209 | 1,754,725 | SH | SOLE | 1,499,870 | 0 | 254,855 | ||
| PepsiCo Inc. | COM | 713448108 | 353,262 | 3,244,805 | SH | SOLE | 2,939,355 | 0 | 305,450 | ||
| Progressive Corp. | COM | 743315103 | 386,894 | 6,540,889 | SH | SOLE | 5,909,489 | 0 | 631,400 | ||
| Quest Diagnostics | COM | 74834L100 | 466,008 | 4,238,750 | SH | SOLE | 3,843,060 | 0 | 395,690 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 76,203 | 1,170,548 | SH | SOLE | 1,005,868 | 0 | 164,680 | ||
| Ryder System Inc. | COM | 783549108 | 86,566 | 1,204,641 | SH | SOLE | 1,033,701 | 0 | 170,940 | ||
| Schlumberger Ltd. | COM | 806857108 | 628,458 | 9,375,777 | SH | SOLE | 8,761,257 | 0 | 614,520 | ||
| Smith & Nephew PLC | COM | 83175M205 | 327,180 | 8,717,830 | SH | SOLE | 7,901,845 | 0 | 815,985 | ||
| Stanley Black & Decker | COM | 854502101 | 377,973 | 2,845,965 | SH | SOLE | 2,581,150 | 0 | 264,815 | ||
| TE Connectivity Ltd. | COM | H84989104 | 363,236 | 4,033,262 | SH | SOLE | 3,742,482 | 0 | 290,780 | ||
| TiVo Corporation | COM | 88870P106 | 37,068 | 2,755,975 | SH | SOLE | 2,369,285 | 0 | 386,690 | ||
| TJX Companies Inc. | COM | 872540109 | 697,881 | 7,332,223 | SH | SOLE | 6,651,068 | 0 | 681,155 | ||
| TriMas Corp. | COM | 896215209 | 84,700 | 2,880,962 | SH | SOLE | 2,476,427 | 0 | 404,535 | ||
| Trinity Industries | COM | 896522109 | 50,050 | 1,460,895 | SH | SOLE | 1,256,100 | 0 | 204,795 | ||
| Unilever PLC ADR | COM | 904767704 | 377,885 | 6,835,841 | SH | SOLE | 6,206,117 | 0 | 629,724 | ||
| UnitedHealth Group | COM | 91324P102 | 587,540 | 2,394,800 | SH | SOLE | 2,183,941 | 0 | 210,859 | ||
| Valmont Industries | COM | 920253101 | 47,641 | 316,028 | SH | SOLE | 273,008 | 0 | 43,020 | ||
| ViaSat Inc. | COM | 92552V100 | 74,050 | 1,126,745 | SH | SOLE | 969,370 | 0 | 157,375 | ||
| W.R. Berkley Corp. | COM | 084423102 | 84,317 | 1,164,435 | SH | SOLE | 1,001,185 | 0 | 163,250 | ||
| White Mountains Ins. | COM | G9618E107 | 99,631 | 109,894 | SH | SOLE | 94,830 | 0 | 15,064 | ||
| Woodward Inc. | COM | 980745103 | 100,353 | 1,305,661 | SH | SOLE | 1,125,820 | 0 | 179,841 | ||
| Zions Bancorporation | COM | 989701107 | 47,196 | 895,731 | SH | SOLE | 769,271 | 0 | 126,460 | ||