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 |
| Accenture Plc. | COM | g1151c101 | 588,678 | 3,060,452 | SH | SOLE | 2,851,943 | 0 | 208,509 | ||
| Argo Group Int'l. | COM | G0464B107 | 59,246 | 843,484 | SH | SOLE | 725,329 | 0 | 118,155 | ||
| Armstrong World Ind. | COM | 04247x102 | 58,840 | 608,483 | SH | SOLE | 522,118 | 0 | 86,365 | ||
| Arrow Electronics Inc. | COM | 042735100 | 77,769 | 1,042,766 | SH | SOLE | 889,921 | 0 | 152,845 | ||
| Avery Dennison Corp. | COM | 053611109 | 149,390 | 1,315,401 | SH | SOLE | 1,126,666 | 0 | 188,735 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 628,418 | 3,020,948 | SH | SOLE | 2,724,852 | 0 | 296,096 | ||
| Booking Holdings Inc | COM | 09857l108 | 288,378 | 146,936 | SH | SOLE | 137,411 | 0 | 9,525 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 156,770 | 1,077,161 | SH | SOLE | 915,341 | 0 | 161,820 | ||
| Cerner Corporation | COM | 156782104 | 299,278 | 4,390,171 | SH | SOLE | 3,952,286 | 0 | 437,885 | ||
| Charles Schwab Corp | COM | 808513105 | 195,695 | 4,678,334 | SH | SOLE | 4,223,609 | 0 | 454,725 | ||
| Chubb Corp | COM | H1467J104 | 708,708 | 4,389,915 | SH | SOLE | 4,112,425 | 0 | 277,490 | ||
| Dollar General Corp | COM | 256677105 | 611,882 | 3,849,766 | SH | SOLE | 3,480,669 | 0 | 369,097 | ||
| Dollar Tree | COM | 256746108 | 488,233 | 4,276,747 | SH | SOLE | 3,879,507 | 0 | 397,240 | ||
| Donaldson Co. Inc. | COM | 257651109 | 51,000 | 979,268 | SH | SOLE | 841,533 | 0 | 137,735 | ||
| Ebay Inc. | COM | 278642103 | 352,531 | 9,043,885 | SH | SOLE | 8,124,106 | 0 | 919,779 | ||
| EnPro Industries, Inc. | COM | 29355X107 | 47,180 | 687,248 | SH | SOLE | 590,053 | 0 | 97,195 | ||
| ePlus Inc. | COM | 294268107 | 63,847 | 839,096 | SH | SOLE | 717,898 | 0 | 121,198 | ||
| Expeditors Int'l. | COM | 302130109 | 433,259 | 5,831,993 | SH | SOLE | 5,348,958 | 0 | 483,035 | ||
| Fairfax Financial | COM | 303901102 | 3,572 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767D105 | 82,501 | 899,974 | SH | SOLE | 770,437 | 0 | 129,537 | ||
| Fox Corp. Cl A | COM | 35137L105 | 120,927 | 3,834,681 | SH | SOLE | 3,462,184 | 0 | 372,497 | ||
| Fox Corp. Cl B | COM | 35137L204 | 125,894 | 3,991,559 | SH | SOLE | 3,607,612 | 0 | 383,947 | ||
| Genpact Ltd. | COM | G3922B107 | 139,162 | 3,591,272 | SH | SOLE | 3,078,132 | 0 | 513,140 | ||
| Graham Holdings Co. | COM | 384637104 | 130,599 | 196,848 | SH | SOLE | 168,099 | 0 | 28,749 | ||
| Grupo Televisa SA | COM | 40049J206 | 100,418 | 10,267,700 | SH | SOLE | 10,267,700 | 0 | 0 | ||
| HD Supply Holdings | COM | 40416M105 | 383,506 | 9,789,558 | SH | SOLE | 8,732,868 | 0 | 1,056,690 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 527,396 | 3,116,996 | SH | SOLE | 2,806,656 | 0 | 310,340 | ||
| Howard Hughes Corp. | COM | 44267D107 | 84,949 | 655,474 | SH | SOLE | 561,839 | 0 | 93,635 | ||
| Interpublic Group | COM | 460690100 | 111,263 | 5,160,627 | SH | SOLE | 4,413,072 | 0 | 747,555 | ||
| iShares S&P 500 | COM | 464287200 | 547 | 1,834 | SH | SOLE | 1,834 | 0 | 0 | ||
| iShares S&P 600 | COM | 464287804 | 434 | 5,577 | SH | SOLE | 5,577 | 0 | 0 | ||
| JPMorgan Chase | COM | 46625H100 | 530,119 | 4,504,368 | SH | SOLE | 4,066,713 | 0 | 437,655 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 88,145 | 4,021,224 | SH | SOLE | 3,459,014 | 0 | 562,210 | ||
| Manpowergroup Inc. | COM | 56418H100 | 88,838 | 1,054,582 | SH | SOLE | 910,307 | 0 | 144,275 | ||
| Masco Corp | COM | 574599106 | 502,876 | 12,065,155 | SH | SOLE | 10,944,605 | 0 | 1,120,550 | ||
| Millicom International | COM | L6388F110 | 136,865 | 2,812,100 | SH | SOLE | 2,812,100 | 0 | 0 | ||
| MSC Industrial Direct | COM | 553530106 | 47,242 | 651,347 | SH | SOLE | 560,447 | 0 | 90,900 | ||
| Nestle SA ADR | COM | 641069406 | 421,474 | 3,888,132 | SH | SOLE | 3,508,918 | 0 | 379,214 | ||
| Northern Trust Corp | COM | 665859104 | 195,697 | 2,097,056 | SH | SOLE | 1,891,691 | 0 | 205,365 | ||
| Nutrien Ltd. | COM | 67077M108 | 436,525 | 8,751,495 | SH | SOLE | 8,217,536 | 0 | 533,959 | ||
| Omnicom Group | COM | 681919106 | 423,360 | 5,406,896 | SH | SOLE | 4,880,931 | 0 | 525,965 | ||
| Paccar Inc. | COM | 693718108 | 301,847 | 4,311,486 | SH | SOLE | 3,891,686 | 0 | 419,800 | ||
| Penske Automotive | COM | 70959W103 | 63,611 | 1,345,414 | SH | SOLE | 1,148,929 | 0 | 196,485 | ||
| PepsiCo Inc. | COM | 713448108 | 398,158 | 2,904,145 | SH | SOLE | 2,609,504 | 0 | 294,641 | ||
| Phibro Animal Health | COM | 71742Q106 | 14,443 | 677,111 | SH | SOLE | 569,966 | 0 | 107,145 | ||
| PPG Industries Inc | COM | 693506107 | 290,244 | 2,449,109 | SH | SOLE | 2,212,936 | 0 | 236,173 | ||
| Quest Diagnostics | COM | 74834L100 | 504,286 | 4,711,630 | SH | SOLE | 4,247,188 | 0 | 464,442 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 61,783 | 1,109,999 | SH | SOLE | 952,414 | 0 | 157,585 | ||
| Ryder System Inc. | COM | 783549108 | 76,796 | 1,483,415 | SH | SOLE | 1,272,875 | 0 | 210,540 | ||
| Schlumberger Ltd. | COM | 806857108 | 495,105 | 14,489,453 | SH | SOLE | 13,630,246 | 0 | 859,207 | ||
| Smith & Nephew PLC | COM | 83175M205 | 397,972 | 8,268,679 | SH | SOLE | 7,488,329 | 0 | 780,350 | ||
| Southwest Airlines | COM | 844741108 | 147,409 | 2,729,291 | SH | SOLE | 2,462,826 | 0 | 266,465 | ||
| Stanley Black & Deck. | COM | 854502101 | 129,289 | 895,291 | SH | SOLE | 796,306 | 0 | 98,985 | ||
| TE Connectivity Ltd. | COM | H84989104 | 451,367 | 4,844,037 | SH | SOLE | 4,539,570 | 0 | 304,467 | ||
| TJX Companies Inc. | COM | 872540109 | 391,993 | 7,032,520 | SH | SOLE | 6,332,415 | 0 | 700,105 | ||
| TriMas Corp. | COM | 896215209 | 95,433 | 3,113,640 | SH | SOLE | 2,671,255 | 0 | 442,385 | ||
| Trinity Industries | COM | 896522109 | 67,380 | 3,423,800 | SH | SOLE | 2,936,910 | 0 | 486,890 | ||
| Unilever PLC ADR | COM | 904767704 | 397,486 | 6,613,742 | SH | SOLE | 5,989,018 | 0 | 624,724 | ||
| UnitedHealth Group | COM | 91324P102 | 510,007 | 2,346,803 | SH | SOLE | 2,119,843 | 0 | 226,960 | ||
| Valmont Industries | COM | 920253101 | 68,609 | 495,589 | SH | SOLE | 427,148 | 0 | 68,441 | ||
| ViaSat Inc. | COM | 92552V100 | 75,988 | 1,008,871 | SH | SOLE | 868,896 | 0 | 139,975 | ||
| W.R. Berkley Corp. | COM | 084423102 | 94,402 | 1,306,966 | SH | SOLE | 1,122,417 | 0 | 184,548 | ||
| WABCO Holdings Inc. | COM | 92927k102 | 76,221 | 569,879 | SH | SOLE | 488,884 | 0 | 80,995 | ||
| Watsco Inc. | COM | 942622200 | 46,044 | 272,159 | SH | SOLE | 234,469 | 0 | 37,690 | ||
| White Mountains Ins. | COM | G9618E107 | 124,602 | 115,372 | SH | SOLE | 99,385 | 0 | 15,987 | ||
| Woodward Inc. | COM | 980745103 | 96,410 | 894,092 | SH | SOLE | 769,241 | 0 | 124,851 | ||
| Zions Bancorporation | COM | 989701107 | 82,029 | 1,842,528 | SH | SOLE | 1,580,528 | 0 | 262,000 | ||