Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Accenture Plc.	10,165,811	$999M	5.5%	$75.00	—	COM	g1151c101
BRK/B	Berkshire Hath Cl B	5,826,639	$760M	4.2%	$110.02	+24.5%	COM	084670702
UNH	UnitedHealth Group	6,497,733	$754M	4.2%	$60.41	+67.5%	COM	91324P102
—	Comcast Corp.	13,136,566	$747M	4.1%	$55.39	—	COM	20030n101
HON	Honeywell Int'l Inc.	7,725,196	$731M	4.1%	$68.45	+7.1%	COM	438516106
SLB	Schlumberger Ltd.	9,959,115	$687M	3.8%	$54.58	+7.9%	COM	806857108
PGR	Progressive Corp.	22,307,370	$683M	3.8%	$17.86	+24.6%	COM	743315103
—	Potash Corp.	33,057,317	$679M	3.8%	$32.87	—	COM	73755l107
DG	Dollar General Corp	8,972,055	$650M	3.6%	$66.02	+1.2%	COM	256677105
BK	Bank of NY Mellon	16,418,435	$643M	3.6%	$21.22	+50.8%	COM	064058100
—	TE Connectivity Ltd.	10,480,493	$628M	3.5%	$48.69	—	COM	H84989104
—	Danone SA ADR	47,537,302	$599M	3.3%	$14.79	—	COM	23636t100
OMC	Omnicom Group	8,810,856	$581M	3.2%	$48.92	+0.7%	COM	681919106
ROST	Ross Stores Inc.	11,917,018	$578M	3.2%	$38.04	+21.2%	COM	778296103
MSFT	Microsoft Corp.	12,958,938	$574M	3.2%	$27.41	+42.0%	COM	594918104
NSRGY	Nestle SA ADR	7,077,626	$533M	2.9%	$74.25	—	COM	641069406
PCAR	Paccar Inc.	9,822,048	$512M	2.8%	$23.28	+16.3%	COM	693718108
AXP	American Express	6,727,007	$499M	2.8%	$60.79	+9.0%	COM	025816109
EXPD	Expeditors Int'l.	10,514,858	$495M	2.7%	$31.69	+30.5%	COM	302130109
CMA	Comerica Inc.	11,939,255	$491M	2.7%	$24.17	+26.4%	COM	200340107
—	Devon Energy Corp.	12,069,036	$448M	2.5%	$49.55	—	COM	25179m103
EBAY	Ebay, Inc.	18,205,945	$445M	2.5%	$22.14	+8.1%	COM	278642103
SWK	Stanley Black & Deck	4,333,514	$420M	2.3%	$77.61	+1.6%	COM	854502101
—	Unilever PLC ADR	9,146,311	$373M	2.1%	$41.48	—	COM	904767704
—	3M Co.	2,083,221	$295M	1.6%	$109.35	—	COM	88579y101
—	AmerisourceBergen	3,044,794	$289M	1.6%	$57.21	—	COM	03073e105
—	Broadridge Financial	3,006,556	$166M	0.9%	$27.46	—	COM	11133t103
ROK	Rockwell Automation	1,551,375	$157M	0.9%	$92.42	0.0%	COM	773903109
—	Genpact, Ltd.	5,750,851	$136M	0.8%	$17.38	—	COM	g3922b107
—	Interpublic Group	5,766,676	$110M	0.6%	$12.06	+12.6%	COM	460690100
WWD	Woodward Inc.	2,614,477	$106M	0.6%	$42.60	+3.5%	COM	980745103
WRB	W.R. Berkley Corp.	1,932,283	$105M	0.6%	$9.59	+35.5%	COM	084423102
AVY	Avery Dennison Corp.	1,807,413	$102M	0.6%	$33.95	+46.6%	COM	053611109
FUL	H.B. Fuller Co.	2,877,109	$97.65M	0.5%	$37.43	-11.9%	COM	359694106
MAN	Manpowergroup Inc.	1,139,578	$93.32M	0.5%	$89.09	0.0%	COM	56418H100
ARW	Arrow Electronics Inc.	1,648,677	$91.14M	0.5%	$39.66	+40.0%	COM	042735100
—	NVR Inc.	55,553	$84.73M	0.5%	$1080.08	—	COM	62944t105
CFR	Cullen/Frost Bankers	1,314,658	$83.59M	0.5%	$43.82	+14.5%	COM	229899109
—	Anixter Int'l.	1,300,979	$75.17M	0.4%	$76.29	—	COM	035290105
—	Flir Systems Inc	2,636,066	$73.78M	0.4%	$29.94	—	COM	302445101
MSM	MSC Industrial Direct	1,192,461	$72.78M	0.4%	$79.88	-14.7%	COM	553530106
—	Applied Ind. Tech.	1,795,406	$68.5M	0.4%	$39.14	—	COM	03820c105
—	Compass Minerals	837,868	$65.66M	0.4%	$83.08	—	COM	20451n101
—	Armstrong World Ind.	1,331,973	$63.59M	0.4%	$52.35	—	COM	04247x102
—	RPX Corp.	4,543,018	$62.33M	0.3%	$13.72	—	COM	74972g103
SCSC	Scansource Inc.	1,748,426	$62M	0.3%	$30.44	+20.3%	COM	806037107
—	Varian Medical Sys.	837,231	$61.77M	0.3%	$73.78	—	COM	92220p105
—	Esterline Technologies	815,066	$58.59M	0.3%	$84.30	—	COM	297425100
—	Cable One, Inc.	136,054	$57.06M	0.3%	$419.42	—	COM	12685j105
R	Ryder System Inc.	754,478	$55.86M	0.3%	$60.92	+40.1%	COM	783549108
RHI	Robert Half Int'l. Inc.	1,059,768	$54.22M	0.3%	$43.97	+22.4%	COM	770323103
PRGS	Progress Software	2,073,751	$53.56M	0.3%	$22.33	+26.8%	COM	743312100
GHC	Graham Holdings Co.	91,878	$53.01M	0.3%	$432.23	+37.8%	COM	384637104
—	Cash America Intl Inc.	1,886,657	$52.77M	0.3%	$26.19	—	COM	14754d100
KEX	Kirby Corp.	812,468	$50.33M	0.3%	$77.16	-8.4%	COM	497266106
LNN	Lindsay Corp.	739,536	$50.13M	0.3%	$70.26	-0.8%	COM	535555106
DCI	Donaldson Co. Inc.	1,753,286	$49.23M	0.3%	$30.42	-11.1%	COM	257651109
VMI	Valmont Industries	515,717	$48.94M	0.3%	$148.90	-26.5%	COM	920253101
UNF	UniFirst Corp.	455,506	$48.65M	0.3%	$98.94	+7.4%	COM	904708104
ZION	Zions Bancorporation	1,599,743	$44.06M	0.2%	$27.01	+9.8%	COM	989701107
—	MKS Instruments	1,313,356	$44.04M	0.2%	$27.18	—	COM	55306n104
—	First Cash Financial	1,096,990	$43.95M	0.2%	$40.06	—	COM	31942d107
—	Dun & Bradstreet	397,844	$41.77M	0.2%	$97.72	—	COM	26483e100
—	Greenlight Capital	1,742,845	$38.83M	0.2%	$24.80	—	COM	g4095j109
RGR	Sturm Ruger & Co.	621,640	$36.48M	0.2%	$52.72	+13.6%	COM	864159108
TRS	TriMas Corp.	2,051,210	$33.54M	0.2%	$21.08	-7.3%	COM	896215209
MDRX	Allscripts Healthcare	2,695,705	$33.43M	0.2%	$12.22	+12.6%	COM	01988P108
KMT	Kennametal Inc.	1,305,664	$32.5M	0.2%	$28.39	-21.2%	COM	489170100
CSL	Carlisle Cos. Inc.	360,201	$31.47M	0.2%	$56.43	+55.3%	COM	142339100
FRFHF	Fairfax Financial	9,500	$4.328M	0.0%	$317.58	+22.3%	COM	303901102
IVV	iShares S&P 500	19,385	$3.736M	0.0%	$192.73	—	COM	464287200
IJR	iShares S&P 600	10,495	$1.118M	0.0%	$106.53	—	COM	464287804
—	Net 1 UEPS Technologies Inc.	23,700	$397K	0.0%	$7.34	—	COM	64107n206
—	Smiths Group PLC - ADR	13,950	$214K	0.0%	$15.34	—	COM	83238p203