The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 678 3,853 SH   SOLE   3,853 0 0
ALBEMARLE CORP COM 012653101 60,000 731,887 SH   SOLE   566,633 0 165,254
ALEXANDER & BALDWIN INC NEW COM 014491104 33,747 1,326,539 SH   SOLE   1,296,072 0 30,467
ALLEGHANY CORP DEL COM 017175100 116,593 190,387 SH   SOLE   158,769 0 31,618
ALPHABET INC CAP STK CL C 02079K107 140,439 119,695 SH   SOLE   94,263 0 25,432
ALTRIA GROUP INC COM 02209S103 257,286 4,479,987 SH   SOLE   4,013,838 0 466,149
AMAZON COM INC COM 023135106 570 320 SH   SOLE   320 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 260 2,700 SH   SOLE   2,700 0 0
AMGEN INC COM 031162100 288 1,517 SH   SOLE   1,517 0 0
AMPHENOL CORP NEW CL A 032095101 50,950 539,503 SH   SOLE   516,084 0 23,419
APPLE INC COM 037833100 478,262 2,517,832 SH   SOLE   2,316,780 0 201,052
ARMSTRONG WORLD INDS INC NEW COM 04247X102 134,281 1,690,771 SH   SOLE   1,626,158 0 64,613
AXALTA COATING SYS LTD COM G0750C108 55,155 2,187,790 SH   SOLE   2,088,734 0 99,056
BALL CORP COM 058498106 38,275 661,514 SH   SOLE   632,785 0 28,729
BANK AMER CORP COM 060505104 1,880 68,157 SH   SOLE   68,157 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340,840 1,696,647 SH   SOLE   1,490,376 0 206,271
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,012 10 SH   SOLE   10 0 0
BLACKROCK INC COM 09247X101 311,166 728,096 SH   SOLE   672,848 0 55,248
BRISTOL MYERS SQUIBB CO COM 110122108 42,029 880,916 SH   SOLE   697,400 0 183,516
BROWN FORMAN CORP CL B 115637209 37,386 708,332 SH   SOLE   678,144 0 30,188
BRUKER CORP COM 116794108 16,138 419,814 SH   SOLE   410,114 0 9,700
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 398 4,580 SH   SOLE   4,580 0 0
CARMAX INC COM 143130102 179,141 2,566,488 SH   SOLE   2,207,885 0 358,603
CARNIVAL CORP UNIT 99/99/9999 143658300 350,262 6,905,807 SH   SOLE   6,414,721 0 491,086
CDK GLOBAL INC COM 12508E101 30,593 520,105 SH   SOLE   497,497 0 22,608
CHEVRON CORP NEW COM 166764100 206,844 1,679,203 SH   SOLE   1,551,935 0 127,268
CHURCHILL DOWNS INC COM 171484108 23,636 261,864 SH   SOLE   255,797 0 6,067
CINCINNATI FINL CORP COM 172062101 221,262 2,575,817 SH   SOLE   2,517,924 0 57,893
CINTAS CORP COM 172908105 44,306 219,221 SH   SOLE   209,707 0 9,514
CISCO SYS INC COM 17275R102 367,243 6,802,051 SH   SOLE   6,317,272 0 484,779
CITRIX SYS INC COM 177376100 44,004 441,541 SH   SOLE   423,836 0 17,705
COCA COLA CO COM 191216100 162,339 3,464,326 SH   SOLE   3,194,268 0 270,058
COPART INC COM 217204106 98,308 1,622,519 SH   SOLE   1,549,530 0 72,989
CORNING INC COM 219350105 16,469 497,548 SH   SOLE   497,548 0 0
COSTCO WHSL CORP NEW COM 22160K105 427 1,762 SH   SOLE   1,762 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 207,785 1,623,320 SH   SOLE   1,586,819 0 36,501
CSX CORP COM 126408103 2,716 36,302 SH   SOLE   36,302 0 0
DECKERS OUTDOOR CORP COM 243537107 24,591 167,299 SH   SOLE   159,375 0 7,924
DECKERS OUTDOOR CORP COM 243537107 333 2,268 SH   SOLE   2,268 0 0
DEERE & CO COM 244199105 7,493 46,876 SH   SOLE   46,686 0 190
DELTA AIR LINES INC DEL COM NEW 247361702 72,579 1,405,206 SH   SOLE   1,337,860 0 67,346
DIAGEO P L C SPON ADR NEW 25243Q205 231,013 1,411,969 SH   SOLE   1,380,051 0 31,918
DOLLAR TREE INC COM 256746108 215,028 2,047,109 SH   SOLE   1,758,040 0 289,069
DOLLAR TREE INC COM 256746108 338 3,217 SH   SOLE   3,217 0 0
DOMINION ENERGY INC COM 25746U109 76,320 995,572 SH   SOLE   973,335 0 22,237
DRIL QUIP INC COM 262037104 16,680 363,797 SH   SOLE   355,453 0 8,344
DUKE ENERGY CORP NEW COM NEW 26441C204 116,979 1,299,762 SH   SOLE   1,270,694 0 29,068
EATON VANCE CORP COM NON VTG 278265103 22,870 567,337 SH   SOLE   550,246 0 17,091
ENERGIZER HLDGS INC NEW COM 29272W109 72,775 1,619,742 SH   SOLE   1,555,638 0 64,104
ENTEGRIS INC COM 29362U104 68,016 1,905,747 SH   SOLE   1,820,658 0 85,089
EXXON MOBIL CORP COM 30231G102 1,450 17,942 SH   SOLE   17,942 0 0
FASTENAL CO COM 311900104 215,954 3,358,024 SH   SOLE   3,281,493 0 76,531
FEDEX CORP COM 31428X106 85,520 471,421 SH   SOLE   362,989 0 108,432
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 63,123 1,785,146 SH   SOLE   1,728,421 0 56,725
FRANKLIN RES INC COM 354613101 123,912 3,739,026 SH   SOLE   3,654,575 0 84,451
GATX CORP COM 361448103 45,009 589,346 SH   SOLE   575,862 0 13,484
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 31,803 1,074,453 SH   SOLE   1,049,757 0 24,696
GENERAL DYNAMICS CORP COM 369550108 175,554 1,037,063 SH   SOLE   1,002,214 0 34,849
GREAT LAKES DREDGE & DOCK CO COM 390607109 3,618 406,105 SH   SOLE   406,105 0 0
HASBRO INC COM 418056107 79,517 935,271 SH   SOLE   907,473 0 27,798
HERSHEY CO COM 427866108 788 6,862 SH   SOLE   6,862 0 0
HOME DEPOT INC COM 437076102 83,090 433,006 SH   SOLE   340,035 0 92,971
INGEVITY CORP COM 45688C107 44,550 421,833 SH   SOLE   412,135 0 9,698
INTEL CORP COM 458140100 237,441 4,421,618 SH   SOLE   4,323,242 0 98,376
INTERNATIONAL BUSINESS MACHS COM 459200101 1,026 7,269 SH   SOLE   7,269 0 0
ISHARES TR CORE S&P500 ETF 464287200 948 3,333 SH   SOLE   3,329 0 4
ISHARES TR RUSSELL 2000 ETF 464287655 2,385 15,582 SH   SOLE   15,383 0 199
ISHARES TR CORE S&P MCP ETF 464287507 1,032 5,448 SH   SOLE   5,448 0 0
JOHNSON & JOHNSON COM 478160104 225,856 1,615,684 SH   SOLE   1,579,770 0 35,914
KAMAN CORP COM 483548103 31,696 542,372 SH   SOLE   529,928 0 12,444
KELLOGG CO COM 487836108 1,001 17,440 SH   SOLE   17,440 0 0
KINDER MORGAN INC DEL COM 49456B101 106,128 5,303,749 SH   SOLE   5,184,204 0 119,545
LAMB WESTON HLDGS INC COM 513272104 87,795 1,171,528 SH   SOLE   1,125,625 0 45,903
LANDSTAR SYS INC COM 515098101 46,975 429,424 SH   SOLE   419,546 0 9,878
LCI INDS COM 50189K103 13,823 179,939 SH   SOLE   175,799 0 4,140
LILLY ELI & CO COM 532457108 3,768 29,034 SH   SOLE   29,034 0 0
LOWES COS INC COM 548661107 212,950 1,945,278 SH   SOLE   1,831,997 0 113,281
M & T BK CORP COM 55261F104 42,711 272,011 SH   SOLE   260,244 0 11,767
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 214 2,284 SH   SOLE   2,284 0 0
MARTIN MARIETTA MATLS INC COM 573284106 119,586 594,423 SH   SOLE   503,399 0 91,024
MASONITE INTL CORP NEW COM 575385109 18,309 367,002 SH   SOLE   358,582 0 8,420
MATSON INC COM 57686G105 18,802 520,987 SH   SOLE   509,028 0 11,959
MBIA INC COM 55262C100 36,977 3,884,171 SH   SOLE   3,750,846 0 133,325
MERCK & CO INC COM 58933Y105 252,574 3,036,841 SH   SOLE   2,968,313 0 68,528
MICROSOFT CORP COM 594918104 193,520 1,640,829 SH   SOLE   1,606,732 0 34,097
MOHAWK INDS INC COM 608190104 16,849 133,562 SH   SOLE   127,846 0 5,716
MONDELEZ INTL INC CL A 609207105 1,872 37,501 SH   SOLE   37,501 0 0
MSC INDL DIRECT INC CL A 553530106 26,402 319,201 SH   SOLE   304,277 0 14,924
MSG NETWORK INC CL A 553573106 24,319 1,118,118 SH   SOLE   1,092,392 0 25,726
NETFLIX INC COM 64110L106 574 1,610 SH   SOLE   1,610 0 0
NEWMARKET CORP COM 651587107 315,206 727,017 SH   SOLE   672,550 0 54,467
NEXTERA ENERGY INC COM 65339F101 290 1,498 SH   SOLE   1,338 0 160
NIKE INC CL B 654106103 15,175 180,207 SH   SOLE   179,392 0 815
NORFOLK SOUTHERN CORP COM 655844108 362,622 1,940,298 SH   SOLE   1,801,943 0 138,355
NUTRIEN LTD COM 67077M108 365 6,920 SH   SOLE   6,920 0 0
NVIDIA CORP COM 67066G104 715 3,980 SH   SOLE   3,980 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 88,078 226,831 SH   SOLE   176,883 0 49,948
OLD DOMINION FREIGHT LINE IN COM 679580100 111,523 772,377 SH   SOLE   740,928 0 31,449
OLIN CORP COM PAR $1 680665205 6,269 270,916 SH   SOLE   264,749 0 6,167
PACCAR INC COM 693718108 193,290 2,836,658 SH   SOLE   2,789,154 0 47,504
PAYCHEX INC COM 704326107 236,413 2,947,788 SH   SOLE   2,867,864 0 79,924
PENSKE AUTOMOTIVE GRP INC COM 70959W103 83,905 1,879,178 SH   SOLE   1,812,393 0 66,785
PEPSICO INC COM 713448108 259 2,116 SH   SOLE   2,116 0 0
PERRIGO CO PLC SHS G97822103 47,090 977,790 SH   SOLE   933,020 0 44,770
PFIZER INC COM 717081103 209,115 4,923,830 SH   SOLE   4,815,548 0 108,282
PHILIP MORRIS INTL INC COM 718172109 80,849 914,686 SH   SOLE   894,816 0 19,870
POST HLDGS INC COM 737446104 93,421 853,939 SH   SOLE   814,756 0 39,183
PRICE T ROWE GROUP INC COM 74144T108 40,259 402,105 SH   SOLE   384,666 0 17,439
PRICESMART INC COM 741511109 18,436 313,120 SH   SOLE   305,793 0 7,327
PROGRESSIVE CORP OHIO COM 743315103 91,528 1,269,628 SH   SOLE   1,028,076 0 241,552
RAYTHEON CO COM NEW 755111507 309 1,695 SH   SOLE   1,425 0 270
ROBERT HALF INTL INC COM 770323103 397 6,100 SH   SOLE   6,100 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 58,981 1,379,351 SH   SOLE   1,055,994 0 323,357
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 51,332 1,140,214 SH   SOLE   1,088,788 0 51,426
SERVICE CORP INTL COM 817565104 10,976 273,379 SH   SOLE   267,236 0 6,143
SHERWIN WILLIAMS CO COM 824348106 560 1,300 SH   SOLE   1,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 41,195 499,461 SH   SOLE   477,792 0 21,669
SOUTHWEST AIRLS CO COM 844741108 72,843 1,403,260 SH   SOLE   1,110,606 0 292,654
SPDR S&P 500 ETF TR TR UNIT 78462F103 259 918 SH   SOLE   918 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 15,310 279,491 SH   SOLE   266,396 0 13,095
STARBUCKS CORP COM 855244109 275 3,700 SH   SOLE   3,700 0 0
STORE CAP CORP COM 862121100 81,850 2,443,276 SH   SOLE   2,336,925 0 106,351
STURM RUGER & CO INC COM 864159108 41,625 785,078 SH   SOLE   757,030 0 28,048
TARGET CORP COM 87612E106 130,597 1,627,182 SH   SOLE   1,592,479 0 34,703
TEJON RANCH CO COM 879080109 6,266 356,009 SH   SOLE   347,794 0 8,215
TEMPUR SEALY INTL INC COM 88023U101 16,865 292,440 SH   SOLE   285,744 0 6,696
TEXAS INSTRS INC COM 882508104 158,571 1,494,967 SH   SOLE   1,453,807 0 41,160
TIFFANY & CO NEW COM 886547108 44,007 416,930 SH   SOLE   400,192 0 16,738
TOWNEBANK PORTSMOUTH VA COM 89214P109 405 16,369 SH   SOLE   16,369 0 0
TREDEGAR CORP COM 894650100 7,549 467,699 SH   SOLE   457,220 0 10,479
U S G CORP COM NEW 903293405 98,098 2,265,543 SH   SOLE   2,183,315 0 82,228
UNIFIRST CORP MASS COM 904708104 22,663 147,648 SH   SOLE   140,652 0 6,996
UNION BANKSHARES CORP NEW COM 90539J109 24,380 754,098 SH   SOLE   736,698 0 17,400
UNITED PARCEL SERVICE INC CL B 911312106 195,536 1,749,918 SH   SOLE   1,710,045 0 39,873
U S G CORP COM NEW 903293405 762 17,596 SH   SOLE   17,596 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 227,277 3,843,684 SH   SOLE   3,611,282 0 232,402
VERSUM MATLS INC COM 92532W103 85,893 1,707,282 SH   SOLE   1,652,340 0 54,942
VISA INC COM CL A 92826C839 138,535 886,964 SH   SOLE   686,008 0 200,956
VULCAN MATLS CO COM 929160109 49,014 413,970 SH   SOLE   396,187 0 17,783
WELLS FARGO CO NEW COM 949746101 327,525 6,778,245 SH   SOLE   6,341,633 0 436,612
WHIRLPOOL CORP COM 963320106 22,128 166,512 SH   SOLE   159,271 0 7,241
WHITE MTNS INS GROUP LTD COM G9618E107 71,094 76,819 SH   SOLE   74,071 0 2,748