Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Accenture Plc.	6,857,973	$777M	4.7%	$75.00	—	COM	g1151c101
UNH	UnitedHealth Group	5,490,008	$775M	4.7%	$60.41	+89.0%	COM	91324P102
DG	Dollar General Corp	8,120,686	$763M	4.7%	$66.02	+15.4%	COM	256677105
SLB	Schlumberger Ltd.	9,404,059	$744M	4.5%	$54.58	+6.7%	COM	806857108
—	Comcast Corp.	11,057,973	$721M	4.4%	$55.39	—	COM	20030n101
BRK/B	Berkshire Hath Cl B	4,913,624	$711M	4.3%	$110.02	+29.9%	COM	084670702
—	Potash Corp.	36,950,745	$600M	3.7%	$30.94	—	COM	73755l107
—	Danone SA ADR	40,003,809	$567M	3.5%	$14.79	—	COM	23636t100
PGR	Progressive Corp.	16,734,927	$561M	3.4%	$17.86	+40.5%	COM	743315103
—	TE Connectivity Ltd.	9,576,282	$547M	3.3%	$48.69	—	COM	H84989104
BK	Bank of NY Mellon	13,908,255	$540M	3.3%	$21.22	+46.2%	COM	064058100
EXPD	Expeditors Int'l.	10,239,525	$502M	3.1%	$32.05	+34.0%	COM	302130109
OMC	Omnicom Group	6,052,673	$493M	3.0%	$48.92	+21.9%	COM	681919106
SWK	Stanley Black & Deck	4,150,776	$462M	2.8%	$77.54	+11.6%	COM	854502101
NSRGY	Nestle SA ADR	5,953,016	$460M	2.8%	$74.25	—	COM	641069406
PCAR	Paccar Inc.	8,254,779	$428M	2.6%	$23.28	+10.2%	COM	693718108
EBAY	Ebay, Inc.	18,263,063	$428M	2.6%	$22.10	-2.9%	COM	278642103
ROST	Ross Stores Inc.	7,339,366	$416M	2.5%	$38.04	+32.7%	COM	778296103
CMA	Comerica Inc.	10,014,323	$412M	2.5%	$24.17	+20.4%	COM	200340107
HON	Honeywell Int'l Inc.	3,271,533	$381M	2.3%	$68.45	+23.0%	COM	438516106
—	Unilever PLC ADR	7,664,753	$367M	2.2%	$41.48	—	COM	904767704
—	Devon Energy Corp.	9,786,167	$355M	2.2%	$49.55	—	COM	25179m103
AXP	American Express	5,675,222	$345M	2.1%	$60.79	-9.1%	COM	025816109
MSFT	Microsoft Corp.	6,458,644	$330M	2.0%	$27.41	+67.8%	COM	594918104
—	AmerisourceBergen	3,987,920	$316M	1.9%	$64.39	—	COM	03073e105
—	3M Co.	1,760,825	$308M	1.9%	$109.35	—	COM	88579y101
—	21st Century Fox - B	8,594,931	$234M	1.4%	$27.88	—	COM	90130a200
—	21st Century Fox - A	7,690,210	$208M	1.3%	$27.88	—	COM	90130a101
ROK	Rockwell Automation	1,356,479	$156M	0.9%	$92.42	+3.3%	COM	773903109
WWD	Woodward Inc.	2,194,745	$127M	0.8%	$42.60	+21.9%	COM	980745103
—	Genpact, Ltd.	4,387,875	$118M	0.7%	$17.38	—	COM	g3922b107
FUL	H.B. Fuller Co.	2,425,406	$107M	0.7%	$37.43	+6.1%	COM	359694106
—	Broadridge Financial	1,471,708	$95.95M	0.6%	$27.46	—	COM	11133t103
ARW	Arrow Electronics Inc.	1,400,384	$86.68M	0.5%	$39.66	+60.1%	COM	042735100
—	Interpublic Group	3,721,575	$85.97M	0.5%	$12.06	+35.0%	COM	460690100
MAN	Manpowergroup Inc.	1,312,075	$84.42M	0.5%	$87.39	-11.3%	COM	56418H100
KEX	Kirby Corp.	1,269,187	$79.19M	0.5%	$69.15	-5.3%	COM	497266106
MSM	MSC Industrial Direct	1,092,385	$77.08M	0.5%	$77.63	-4.4%	COM	553530106
GHC	Graham Holdings Co.	152,229	$74.52M	0.5%	$442.27	+0.1%	COM	384637104
DCI	Donaldson Co. Inc.	2,112,025	$72.57M	0.4%	$29.23	-2.3%	COM	257651109
—	Flir Systems Inc	2,264,715	$70.09M	0.4%	$29.94	—	COM	302445101
—	Applied Ind. Tech.	1,512,625	$68.28M	0.4%	$39.14	—	COM	03820c105
—	Cash America Intl Inc.	1,584,375	$67.53M	0.4%	$26.19	—	COM	14754d100
AVY	Avery Dennison Corp.	888,949	$66.45M	0.4%	$33.95	+83.6%	COM	053611109
R	Ryder System Inc.	1,078,335	$65.93M	0.4%	$59.46	+11.4%	COM	783549108
WRB	W.R. Berkley Corp.	1,058,758	$63.44M	0.4%	$9.59	+38.4%	COM	084423102
RHI	Robert Half Int'l. Inc.	1,651,089	$63.01M	0.4%	$44.30	-7.7%	COM	770323103
—	Anixter Int'l.	1,121,457	$59.75M	0.4%	$76.29	—	COM	035290105
—	Cable One, Inc.	115,895	$59.27M	0.4%	$419.42	—	COM	12685j105
VMI	Valmont Industries	436,381	$59.03M	0.4%	$148.90	-11.2%	COM	920253101
—	Varian Medical Sys.	708,170	$58.23M	0.4%	$73.78	—	COM	92220p105
UNF	UniFirst Corp.	476,625	$55.16M	0.3%	$99.03	+7.7%	COM	904708104
—	Armstrong World Ind.	1,408,225	$55.13M	0.3%	$50.62	—	COM	04247x102
—	First Cash Financial	1,049,425	$53.87M	0.3%	$39.81	—	COM	31942d107
—	Compass Minerals	704,396	$52.26M	0.3%	$83.08	—	COM	20451n101
MDRX	Allscripts Healthcare	4,101,075	$52.08M	0.3%	$12.57	+5.5%	COM	01988P108
—	Esterline Technologies	791,375	$49.1M	0.3%	$84.05	—	COM	297425100
PRGS	Progress Software	1,746,530	$47.96M	0.3%	$22.33	+15.1%	COM	743312100
—	MKS Instruments	1,107,494	$47.69M	0.3%	$27.18	—	COM	55306n104
TRS	TriMas Corp.	2,505,950	$45.11M	0.3%	$20.14	-13.8%	COM	896215209
—	Greenlight Capital	2,078,215	$41.9M	0.3%	$23.74	—	COM	g4095j109
—	Dun & Bradstreet	334,132	$40.71M	0.2%	$97.72	—	COM	26483e100
—	RPX Corp.	3,964,426	$36.35M	0.2%	$13.72	—	COM	74972g103
ZION	Zions Bancorporation	1,341,638	$33.72M	0.2%	$27.01	-1.8%	COM	989701107
CSL	Carlisle Cos. Inc.	307,837	$32.53M	0.2%	$56.43	+59.3%	COM	142339100
—	Penske Automotive	991,500	$31.19M	0.2%	$31.46	—	COM	70959w103
—	NVR Inc.	17,099	$30.44M	0.2%	$1080.08	—	COM	62944t105
PLUS	ePlus Inc.	321,000	$26.25M	0.2%	$20.87	-0.4%	COM	294268107
SCSC	Scansource Inc.	704,501	$26.14M	0.2%	$30.44	+29.0%	COM	806037107
LNN	Lindsay Corp.	381,150	$25.86M	0.2%	$70.26	-10.0%	COM	535555106
FRFHF	Fairfax Financial	8,500	$4.582M	0.0%	$317.58	+39.4%	COM	303901102
—	Net 1 UEPS Technologies Inc.	23,700	$237K	0.0%	$7.34	—	COM	64107n206
—	Smiths Group PLC - ADR	13,950	$220K	0.0%	$15.77	—	COM	83238p203
ATR	AptarGroup Inc.	2,700	$214K	0.0%	$64.16	+5.9%	COM	038336103