Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Accenture Plc.	6,823,926	$787M	4.6%	$75.00	—	COM	g1151c101
UNH	UnitedHealth Group	5,684,470	$733M	4.3%	$60.41	+67.0%	COM	91324P102
BRK/B	Berkshire Hath Cl B	5,092,851	$723M	4.3%	$110.02	+20.5%	COM	084670702
DG	Dollar General Corp	8,432,341	$722M	4.3%	$66.02	+0.9%	COM	256677105
—	Comcast Corp.	11,440,507	$699M	4.1%	$55.39	—	COM	20030n101
SLB	Schlumberger Ltd.	9,429,794	$695M	4.1%	$54.58	-2.7%	COM	806857108
OMC	Omnicom Group	7,642,750	$636M	3.7%	$48.92	+9.9%	COM	681919106
—	Potash Corp.	36,903,842	$628M	3.7%	$30.94	—	COM	73755l107
MSFT	Microsoft Corp.	11,182,547	$618M	3.6%	$27.41	+68.1%	COM	594918104
PGR	Progressive Corp.	17,268,078	$607M	3.6%	$17.86	+34.6%	COM	743315103
—	TE Connectivity Ltd.	9,676,488	$599M	3.5%	$48.69	—	COM	H84989104
—	Danone SA ADR	41,261,450	$586M	3.5%	$14.79	—	COM	23636t100
BK	Bank of NY Mellon	14,396,712	$530M	3.1%	$21.22	+32.7%	COM	064058100
EXPD	Expeditors Int'l.	10,531,324	$514M	3.0%	$32.05	+26.1%	COM	302130109
PCAR	Paccar Inc.	8,554,021	$468M	2.8%	$23.28	-0.0%	COM	693718108
NSRGY	Nestle SA ADR	6,179,261	$461M	2.7%	$74.25	—	COM	641069406
EBAY	Ebay, Inc.	19,016,842	$454M	2.7%	$22.10	-2.0%	COM	278642103
SWK	Stanley Black & Deck	4,292,980	$452M	2.7%	$77.54	-3.1%	COM	854502101
ROST	Ross Stores Inc.	7,546,477	$437M	2.6%	$38.04	+32.4%	COM	778296103
CMA	Comerica Inc.	10,406,634	$394M	2.3%	$24.17	+1.2%	COM	200340107
HON	Honeywell Int'l Inc.	3,370,406	$378M	2.2%	$68.45	+11.5%	COM	438516106
AXP	American Express	5,877,224	$361M	2.1%	$60.79	-17.0%	COM	025816109
—	Unilever PLC ADR	7,927,996	$358M	2.1%	$41.48	—	COM	904767704
—	3M Co.	1,807,977	$301M	1.8%	$109.35	—	COM	88579y101
—	Devon Energy Corp.	10,694,686	$293M	1.7%	$49.55	—	COM	25179m103
—	AmerisourceBergen	2,692,982	$233M	1.4%	$57.21	—	COM	03073e105
—	21st Century Fox - A	7,840,650	$219M	1.3%	$27.88	—	COM	90130a101
—	21st Century Fox - B	5,686,950	$160M	0.9%	$28.20	—	COM	90130a200
ROK	Rockwell Automation	1,401,144	$159M	0.9%	$92.42	-9.2%	COM	773903109
—	Genpact, Ltd.	4,703,925	$128M	0.8%	$17.38	—	COM	g3922b107
—	Broadridge Financial	2,075,983	$123M	0.7%	$27.46	—	COM	11133t103
WWD	Woodward Inc.	2,359,945	$123M	0.7%	$42.60	+5.0%	COM	980745103
—	Interpublic Group	5,238,775	$120M	0.7%	$12.06	+23.4%	COM	460690100
FUL	H.B. Fuller Co.	2,590,931	$110M	0.6%	$37.43	-11.9%	COM	359694106
MSM	MSC Industrial Direct	1,394,710	$106M	0.6%	$77.63	-13.7%	COM	553530106
WRB	W.R. Berkley Corp.	1,741,753	$97.89M	0.6%	$9.59	+27.6%	COM	084423102
ARW	Arrow Electronics Inc.	1,508,834	$97.18M	0.6%	$39.66	+39.9%	COM	042735100
MAN	Manpowergroup Inc.	1,185,450	$96.52M	0.6%	$88.45	-13.3%	COM	56418H100
—	NVR Inc.	47,023	$81.46M	0.5%	$1080.08	—	COM	62944t105
KEX	Kirby Corp.	1,350,087	$81.4M	0.5%	$69.15	-21.1%	COM	497266106
RHI	Robert Half Int'l. Inc.	1,731,764	$80.67M	0.5%	$44.30	-5.5%	COM	770323103
—	Flir Systems Inc	2,394,840	$78.91M	0.5%	$29.94	—	COM	302445101
R	Ryder System Inc.	1,142,910	$74.04M	0.4%	$59.46	-4.4%	COM	783549108
DCI	Donaldson Co. Inc.	2,241,025	$71.51M	0.4%	$29.23	-14.4%	COM	257651109
—	Applied Ind. Tech.	1,620,450	$70.33M	0.4%	$39.14	—	COM	03820c105
AVY	Avery Dennison Corp.	944,474	$68.11M	0.4%	$33.95	+59.0%	COM	053611109
—	Cash America Intl Inc.	1,703,675	$65.83M	0.4%	$26.19	—	COM	14754d100
SCSC	Scansource Inc.	1,563,176	$63.12M	0.4%	$30.44	+14.6%	COM	806037107
—	Anixter Int'l.	1,179,057	$61.44M	0.4%	$76.29	—	COM	035290105
—	Varian Medical Sys.	756,770	$60.56M	0.4%	$73.78	—	COM	92220p105
—	Armstrong World Ind.	1,223,500	$59.18M	0.3%	$52.35	—	COM	04247x102
VMI	Valmont Industries	465,456	$57.64M	0.3%	$148.90	-25.5%	COM	920253101
UNF	UniFirst Corp.	498,600	$54.41M	0.3%	$99.03	+0.8%	COM	904708104
—	Cable One, Inc.	123,761	$54.1M	0.3%	$419.42	—	COM	12685j105
—	Compass Minerals	761,571	$53.97M	0.3%	$83.08	—	COM	20451n101
—	Esterline Technologies	823,625	$52.77M	0.3%	$84.05	—	COM	297425100
—	First Cash Financial	1,125,800	$51.85M	0.3%	$39.81	—	COM	31942d107
GHC	Graham Holdings Co.	102,488	$49.19M	0.3%	$442.06	-2.4%	COM	384637104
—	Greenlight Capital	2,168,215	$47.24M	0.3%	$23.74	—	COM	g4095j109
TRS	TriMas Corp.	2,633,550	$46.14M	0.3%	$20.14	-15.2%	COM	896215209
PRGS	Progress Software	1,885,080	$45.47M	0.3%	$22.33	+10.0%	COM	743312100
—	RPX Corp.	4,017,201	$45.23M	0.3%	$13.72	—	COM	74972g103
—	MKS Instruments	1,183,494	$44.56M	0.3%	$27.18	—	COM	55306n104
MDRX	Allscripts Healthcare	3,254,475	$42.99M	0.3%	$12.39	+6.0%	COM	01988P108
CFR	Cullen/Frost Bankers	671,721	$37.02M	0.2%	$43.82	-11.5%	COM	229899109
—	Dun & Bradstreet	354,532	$36.55M	0.2%	$97.72	—	COM	26483e100
ZION	Zions Bancorporation	1,424,388	$34.48M	0.2%	$27.01	-14.8%	COM	989701107
CSL	Carlisle Cos. Inc.	319,112	$31.75M	0.2%	$56.43	+37.9%	COM	142339100
LNN	Lindsay Corp.	392,625	$28.12M	0.2%	$70.26	-9.5%	COM	535555106
PLUS	ePlus Inc.	335,775	$27.03M	0.2%	$20.87	-1.1%	COM	294268107
FRFHF	Fairfax Financial	8,500	$4.76M	0.0%	$317.58	+38.3%	COM	303901102
—	Smiths Group PLC - ADR	13,950	$220K	0.0%	$15.77	—	COM	83238p203
—	Net 1 UEPS Technologies Inc.	23,700	$218K	0.0%	$7.34	—	COM	64107n206
ATR	AptarGroup Inc.	2,700	$212K	0.0%	$64.16	0.0%	COM	038336103