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
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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 632,703 3,004,717 SH   SOLE   2,713,708 0 291,009
Armstrong World Ind. COM 04247x102 56,750 603,915 SH   SOLE   518,620 0 85,295
Arrow Electronics Inc. COM 042735100 89,776 1,059,427 SH   SOLE   903,217 0 156,210
Avery Dennison Corp. COM 053611109 168,748 1,289,927 SH   SOLE   1,104,942 0 184,985
Berkshire Hath. Cl B COM 084670702 794,574 3,508,055 SH   SOLE   3,023,113 0 484,942
Booking Holdings Inc COM 09857l108 453,034 220,591 SH   SOLE   200,983 0 19,608
Carlisle Cos. Inc. COM 142339100 171,876 1,062,013 SH   SOLE   903,558 0 158,455
Cerner Corporation COM 156782104 315,067 4,293,049 SH   SOLE   3,687,639 0 605,410
Charles Schwab Corp COM 808513105 328,844 6,914,305 SH   SOLE   5,949,365 0 964,940
Chubb Corp COM H1467J104 675,940 4,342,412 SH   SOLE   3,946,187 0 396,225
Comcast Corp. COM 20030n101 194,700 4,329,549 SH   SOLE   3,712,074 0 617,475
Dollar General Corp COM 256677105 605,001 3,878,712 SH   SOLE   3,352,550 0 526,162
Dollar Tree COM 256746108 380,349 4,044,116 SH   SOLE   3,480,286 0 563,830
Donaldson Co. Inc. COM 257651109 56,835 986,383 SH   SOLE   849,308 0 137,075
Eaton Corp COM G29183103 197,880 2,089,103 SH   SOLE   1,791,848 0 297,255
EnPro Industries, Inc. COM 29355X107 45,792 684,689 SH   SOLE   588,514 0 96,175
ePlus Inc. COM 294268107 67,437 800,056 SH   SOLE   690,393 0 109,663
Expeditors Int'l. COM 302130109 445,467 5,709,645 SH   SOLE   5,092,460 0 617,185
Fairfax Financial COM 303901102 3,800 8,100 SH   SOLE   8,100 0 0
FirstCash Inc. COM 33767D105 72,661 901,162 SH   SOLE   773,360 0 127,802
Genpact Ltd. COM G3922B107 150,336 3,565,004 SH   SOLE   3,059,639 0 505,365
Graham Holdings Co. COM 384637104 126,881 198,565 SH   SOLE   169,996 0 28,569
Grupo Televisa SA COM 40049J206 120,440 10,267,700 SH   SOLE   10,267,700 0 0
HD Supply Holdings COM 40416M105 391,964 9,745,498 SH   SOLE   8,378,693 0 1,366,805
Honeywell Int'l. Inc. COM 438516106 536,992 3,033,852 SH   SOLE   2,604,357 0 429,495
Houlihan Lokey Inc. COM 441593100 30,802 630,291 SH   SOLE   542,836 0 87,455
Howard Hughes Corp. COM 44267D107 82,997 654,554 SH   SOLE   562,219 0 92,335
Interpublic Group COM 460690100 119,162 5,158,547 SH   SOLE   4,414,172 0 744,375
iShares S&P 500 COM 464287200 9,525 29,467 SH   SOLE   25,132 0 4,335
iShares S&P 600 COM 464287804 2,041 24,338 SH   SOLE   18,268 0 6,070
JPMorgan Chase COM 46625H100 614,533 4,408,416 SH   SOLE   3,785,221 0 623,195
Kennedy-Wilson Hld. COM 489398107 89,720 4,023,320 SH   SOLE   3,467,290 0 556,030
Manpowergroup Inc. COM 56418H100 101,856 1,048,982 SH   SOLE   905,752 0 143,230
Masco Corp COM 574599106 579,867 12,083,076 SH   SOLE   10,485,926 0 1,597,150
Millicom International COM L6388F110 147,704 3,062,500 SH   SOLE   3,062,500 0 0
MSC Industrial Direct COM 553530106 51,323 654,043 SH   SOLE   564,123 0 89,920
Nestle SA ADR COM 641069406 411,220 3,798,445 SH   SOLE   3,268,526 0 529,919
Northern Trust Corp COM 665859104 250,883 2,361,473 SH   SOLE   2,029,148 0 332,325
Nutrien Ltd. COM 67077M108 271,592 5,668,787 SH   SOLE   5,166,128 0 502,659
Omnicom Group COM 681919106 429,984 5,307,129 SH   SOLE   4,556,744 0 750,385
Paccar Inc. COM 693718108 333,292 4,213,548 SH   SOLE   3,617,172 0 596,376
Penske Automotive COM 70959W103 67,547 1,345,014 SH   SOLE   1,150,819 0 194,195
PepsiCo Inc. COM 713448108 385,856 2,823,267 SH   SOLE   2,418,316 0 404,951
Phibro Animal Health COM 71742Q106 16,486 663,973 SH   SOLE   560,673 0 103,300
PPG Industries Inc COM 693506107 318,438 2,385,484 SH   SOLE   2,050,286 0 335,198
Quest Diagnostics COM 74834L100 490,171 4,590,042 SH   SOLE   3,945,770 0 644,272
Robert Half Int'l. Inc. COM 770323103 72,044 1,140,834 SH   SOLE   982,789 0 158,045
Ryder System Inc. COM 783549108 80,779 1,487,367 SH   SOLE   1,276,652 0 210,715
Schlumberger Ltd. COM 806857108 575,497 14,315,850 SH   SOLE   13,123,203 0 1,192,647
Smith & Nephew PLC COM 83175M205 389,889 8,110,849 SH   SOLE   6,992,854 0 1,117,995
Southwest Airlines COM 844741108 179,499 3,325,280 SH   SOLE   2,855,430 0 469,850
Stanley Black & Deck. COM 854502101 143,244 864,267 SH   SOLE   737,537 0 126,730
TE Connectivity Ltd. COM H84989104 457,411 4,772,657 SH   SOLE   4,338,050 0 434,607
TJX Companies Inc. COM 872540109 417,741 6,841,490 SH   SOLE   5,878,250 0 963,240
TriMas Corp. COM 896215209 98,164 3,125,245 SH   SOLE   2,683,150 0 442,095
Trinity Industries COM 896522109 75,470 3,407,235 SH   SOLE   2,927,630 0 479,605
Unilever PLC ADR COM 904767704 372,799 6,520,878 SH   SOLE   5,623,439 0 897,439
UnitedHealth Group COM 91324P102 688,657 2,342,529 SH   SOLE   2,018,997 0 323,532
Valmont Industries COM 920253101 74,583 497,948 SH   SOLE   429,346 0 68,602
ViaSat Inc. COM 92552V100 73,399 1,002,781 SH   SOLE   864,726 0 138,055
W.R. Berkley Corp. COM 084423102 89,578 1,296,350 SH   SOLE   1,116,036 0 180,314
WABCO Holdings Inc. COM 92927k102 76,949 567,887 SH   SOLE   486,582 0 81,305
Watsco Inc. COM 942622200 48,798 270,877 SH   SOLE   233,372 0 37,505
White Mountains Ins. COM G9618E107 128,151 114,881 SH   SOLE   99,079 0 15,802
Woodward Inc. COM 980745103 104,918 885,836 SH   SOLE   763,080 0 122,756
Zions Bancorporation COM 989701107 96,787 1,864,162 SH   SOLE   1,602,012 0 262,150