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 | 619,938 | 12,974,838 | SH | SOLE | 11,766,343 | 0 | 1,208,495 | ||
| Accenture Plc. | COM | g1151c101 | 594,632 | 4,216,952 | SH | SOLE | 3,951,341 | 0 | 265,611 | ||
| Anixter Int'l. | COM | 035290105 | 57,076 | 1,050,932 | SH | SOLE | 908,507 | 0 | 142,425 | ||
| Argo Group Int'l. | COM | G0464B107 | 60,026 | 892,579 | SH | SOLE | 771,321 | 0 | 121,258 | ||
| Armstrong World Ind. | COM | 04247x102 | 100,417 | 1,725,080 | SH | SOLE | 1,488,770 | 0 | 236,310 | ||
| Arrow Electronics Inc. | COM | 042735100 | 64,438 | 934,562 | SH | SOLE | 800,937 | 0 | 133,625 | ||
| Avery Dennison Corp. | COM | 053611109 | 144,365 | 1,607,093 | SH | SOLE | 1,387,438 | 0 | 219,655 | ||
| Bank of NY Mellon | COM | 064058100 | 333,653 | 7,088,453 | SH | SOLE | 6,430,540 | 0 | 657,913 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 650,822 | 3,187,491 | SH | SOLE | 2,875,184 | 0 | 312,307 | ||
| Cable One Inc. | COM | 12685j105 | 56,385 | 68,754 | SH | SOLE | 59,395 | 0 | 9,359 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 119,757 | 1,191,372 | SH | SOLE | 1,023,272 | 0 | 168,100 | ||
| Cars.com Inc. | COM | 14575E105 | 38,536 | 1,792,356 | SH | SOLE | 1,549,216 | 0 | 243,140 | ||
| CenturyLink Inc. | COM | 156700106 | 237,106 | 15,650,587 | SH | SOLE | 14,216,197 | 0 | 1,434,390 | ||
| Cerner Corporation | COM | 156782104 | 315,083 | 6,008,443 | SH | SOLE | 5,448,193 | 0 | 560,250 | ||
| Chubb Corp | COM | H1467J104 | 446,471 | 3,456,191 | SH | SOLE | 3,237,636 | 0 | 218,555 | ||
| Dollar General Corp | COM | 256677105 | 642,301 | 5,942,832 | SH | SOLE | 5,342,887 | 0 | 599,945 | ||
| Dollar Tree | COM | 256746108 | 292,460 | 3,238,040 | SH | SOLE | 2,936,815 | 0 | 301,225 | ||
| Ebay Inc. | COM | 278642103 | 354,964 | 12,645,679 | SH | SOLE | 11,458,210 | 0 | 1,187,469 | ||
| EnPro Industries, Inc. | COM | 29355X107 | 43,333 | 721,011 | SH | SOLE | 623,486 | 0 | 97,525 | ||
| ePlus Inc. | COM | 294268107 | 58,072 | 815,967 | SH | SOLE | 704,474 | 0 | 111,493 | ||
| Expeditors Int'l. | COM | 302130109 | 427,331 | 6,275,968 | SH | SOLE | 5,746,581 | 0 | 529,387 | ||
| Factset Research Sys. | COM | 303075105 | 31,298 | 156,388 | SH | SOLE | 135,907 | 0 | 20,481 | ||
| Fairfax Financial | COM | 303901102 | 3,565 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767D105 | 106,350 | 1,469,939 | SH | SOLE | 1,269,037 | 0 | 200,902 | ||
| Franklin Resources | COM | 354613101 | 126,449 | 4,263,274 | SH | SOLE | 3,882,364 | 0 | 380,910 | ||
| Genpact Ltd. | COM | G3922B107 | 127,355 | 4,718,591 | SH | SOLE | 4,071,696 | 0 | 646,895 | ||
| Graham Holdings Co. | COM | 384637104 | 140,106 | 218,718 | SH | SOLE | 188,330 | 0 | 30,388 | ||
| Grupo Televisa SA | COM | 40049J206 | 98,137 | 7,801,000 | SH | SOLE | 7,801,000 | 0 | 0 | ||
| Hain Celestial Group | COM | 405217100 | 26,798 | 1,689,689 | SH | SOLE | 1,471,389 | 0 | 218,300 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 481,819 | 3,646,825 | SH | SOLE | 3,308,085 | 0 | 338,740 | ||
| Howard Hughes Corp. | COM | 44267D107 | 67,333 | 689,749 | SH | SOLE | 596,709 | 0 | 93,040 | ||
| Interpublic Group | COM | 460690100 | 103,123 | 4,998,682 | SH | SOLE | 4,293,252 | 0 | 705,430 | ||
| iShares Russell 2000 | COM | 464287655 | 913 | 6,815 | SH | SOLE | 6,815 | 0 | 0 | ||
| iShares S&P 500 | COM | 464287200 | 50,670 | 201,382 | SH | SOLE | 181,957 | 0 | 19,425 | ||
| iShares S&P 600 | COM | 464287804 | 5,483 | 79,100 | SH | SOLE | 60,660 | 0 | 18,440 | ||
| JPMorgan Chase | COM | 46625H100 | 445,490 | 4,563,507 | SH | SOLE | 4,136,242 | 0 | 427,265 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 77,121 | 4,244,399 | SH | SOLE | 3,673,329 | 0 | 571,070 | ||
| Manpowergroup Inc. | COM | 56418H100 | 73,074 | 1,127,681 | SH | SOLE | 972,076 | 0 | 155,605 | ||
| Masco Corp | COM | 574599106 | 336,718 | 11,515,651 | SH | SOLE | 10,446,036 | 0 | 1,069,615 | ||
| MSC Industrial Direct | COM | 553530106 | 35,535 | 461,975 | SH | SOLE | 398,560 | 0 | 63,415 | ||
| Nestle SA ADR | COM | 641069406 | 372,327 | 4,598,896 | SH | SOLE | 4,176,759 | 0 | 422,137 | ||
| Nutrien Ltd. | COM | 67077M108 | 491,956 | 10,467,156 | SH | SOLE | 9,835,212 | 0 | 631,944 | ||
| Omnicom Group | COM | 681919106 | 330,369 | 4,510,768 | SH | SOLE | 4,091,108 | 0 | 419,660 | ||
| Oracle Corp. | COM | 68389x105 | 310,931 | 6,886,625 | SH | SOLE | 6,229,668 | 0 | 656,957 | ||
| Paccar Inc. | COM | 693718108 | 241,052 | 4,218,621 | SH | SOLE | 3,830,258 | 0 | 388,363 | ||
| Penske Automotive | COM | 70959W103 | 58,181 | 1,442,977 | SH | SOLE | 1,239,007 | 0 | 203,970 | ||
| PepsiCo Inc. | COM | 713448108 | 391,859 | 3,546,876 | SH | SOLE | 3,217,023 | 0 | 329,853 | ||
| PPG Industries Inc | COM | 693506107 | 192,888 | 1,886,805 | SH | SOLE | 1,715,180 | 0 | 171,625 | ||
| Quest Diagnostics | COM | 74834L100 | 350,957 | 4,214,683 | SH | SOLE | 3,822,953 | 0 | 391,730 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 30,181 | 527,646 | SH | SOLE | 456,771 | 0 | 70,875 | ||
| Ryder System Inc. | COM | 783549108 | 67,836 | 1,408,837 | SH | SOLE | 1,220,362 | 0 | 188,475 | ||
| Schlumberger Ltd. | COM | 806857108 | 404,316 | 11,206,087 | SH | SOLE | 10,531,167 | 0 | 674,920 | ||
| Smith & Nephew PLC | COM | 83175M205 | 316,312 | 8,462,060 | SH | SOLE | 7,688,260 | 0 | 773,800 | ||
| Spdr Tr Unit Ser 1 | COM | 78462F103 | 5,998 | 24,000 | SH | SOLE | 20,580 | 0 | 3,420 | ||
| Stanley Black & Deck. | COM | 854502101 | 319,563 | 2,668,804 | SH | SOLE | 2,419,279 | 0 | 249,525 | ||
| TE Connectivity Ltd. | COM | H84989104 | 289,880 | 3,832,871 | SH | SOLE | 3,557,146 | 0 | 275,725 | ||
| TJX Companies Inc. | COM | 872540109 | 345,509 | 7,722,602 | SH | SOLE | 6,968,912 | 0 | 753,690 | ||
| TriMas Corp. | COM | 896215209 | 75,425 | 2,763,834 | SH | SOLE | 2,387,009 | 0 | 376,825 | ||
| Trinity Industries | COM | 896522109 | 44,885 | 2,179,959 | SH | SOLE | 1,879,794 | 0 | 300,165 | ||
| Unilever PLC ADR | COM | 904767704 | 340,382 | 6,514,483 | SH | SOLE | 5,923,544 | 0 | 590,939 | ||
| UnitedHealth Group | COM | 91324P102 | 557,882 | 2,239,409 | SH | SOLE | 2,032,695 | 0 | 206,714 | ||
| Valmont Industries | COM | 920253101 | 45,139 | 406,842 | SH | SOLE | 351,673 | 0 | 55,169 | ||
| ViaSat Inc. | COM | 92552V100 | 62,850 | 1,066,158 | SH | SOLE | 920,613 | 0 | 145,545 | ||
| W.R. Berkley Corp. | COM | 084423102 | 94,677 | 1,280,976 | SH | SOLE | 1,108,581 | 0 | 172,395 | ||
| WABCO Holdings Inc. | COM | 92927k102 | 35,396 | 329,756 | SH | SOLE | 284,791 | 0 | 44,965 | ||
| White Mountains Ins. | COM | G9618E107 | 103,612 | 120,803 | SH | SOLE | 104,425 | 0 | 16,378 | ||
| Woodward Inc. | COM | 980745103 | 105,921 | 1,425,772 | SH | SOLE | 1,232,566 | 0 | 193,206 | ||
| Zions Bancorporation | COM | 989701107 | 35,117 | 861,986 | SH | SOLE | 743,596 | 0 | 118,390 | ||