Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
INTC	Intel Corp	289,619	$10.51M	6.3%	$36.29 *	$17.19	+62.0%	cs	458140100
JNJ	Johnson & Johnson	88,008	$9.203M	5.5%	$104.57 *	$59.66	+29.1%	cs	478160104
PG	Procter & Gamble Co	99,286	$9.044M	5.4%	$91.09 *	$55.09	+21.6%	cs	742718109
—	Visa Inc Cl A	34,345	$9.005M	5.4%	$262.19	$182.75	—	cs	92826c839
—	Express Scripts Holding Co	96,865	$8.202M	4.9%	$84.67	$64.90	—	cs	30219g108
—	Chubb Corp	73,910	$7.647M	4.6%	$103.46	$84.65	—	cs	171232101
—	O'Reilly Automotive Inc	36,765	$7.082M	4.2%	$192.63	$112.63	—	cs	67103h107
—	Accenture Ltd Bermuda Cl A	78,395	$7.001M	4.2%	$89.30	$72.39	—	cs	g1151c101
SLB	Schlumberger Ltd	80,697	$6.892M	4.1%	$85.41 *	$53.71	+16.8%	cs	806857108
—	3M Co	38,700	$6.359M	3.8%	$164.32	$109.34	—	cs	88579y101
ITW	Illinois Tool Works Inc	58,180	$5.51M	3.3%	$94.71 *	$49.85	+46.9%	cs	452308109
GNTX	Gentex Corp	149,305	$5.394M	3.2%	$36.13 *	$15.18	+19.0%	cs	371901109
TSCO	Tractor Supply Co	67,470	$5.318M	3.2%	$78.82 *	$9.86	+36.1%	cs	892356106
—	Exxon Mobil Corp	57,300	$5.297M	3.2%	$92.44	$90.60	—	cs	30231g102
FAST	Fastenal Co	102,644	$4.882M	2.9%	$47.56 *	$8.84	+0.3%	cs	311900104
—	Monsanto Co	37,055	$4.427M	2.7%	$119.47	$99.31	—	cs	61166w101
—	Stericycle Inc	31,344	$4.109M	2.5%	$131.09	$110.43	—	cs	858912108
SU	Suncor Energy Inc	124,409	$3.954M	2.4%	$31.78 *	$19.64	+9.9%	cs	867224107
—	C H Robinson Worldwide Inc	50,000	$3.744M	2.2%	$74.88	$56.30	—	cs	12541w209
KO	Coca-Cola Co	86,352	$3.646M	2.2%	$42.22 *	$27.51	+8.5%	cs	191216100
—	Cimarex Energy Co	33,153	$3.514M	2.1%	$105.99	$64.98	—	cs	171798101
—	Babcock & Wilcox Co	104,865	$3.177M	1.9%	$30.30	$30.39	—	cs	05615f102
BDX	Becton Dickinson & Co	21,067	$2.932M	1.8%	$139.18 *	$78.11	+47.0%	cs	075887109
—	Bed Bath & Beyond Inc	38,270	$2.915M	1.7%	$76.17	$70.96	—	cs	075896100
—	Verizon Communications Inc	59,447	$2.781M	1.7%	$46.78	$50.35	—	cs	92343v104
—	Staples Inc	142,255	$2.578M	1.5%	$18.12	$15.87	—	cs	855030102
—	Xilinx Inc	45,147	$1.954M	1.2%	$43.28	$39.60	—	cs	983919101
—	Sigma Aldrich Corp	13,006	$1.785M	1.1%	$137.24	$80.42	—	cs	826552101
—	Syntel Inc	36,420	$1.638M	1.0%	$44.98	$67.95	—	cs	87162h103
AMGN	Amgen Inc	9,357	$1.49M	0.9%	$159.24 *	$73.34	+58.2%	cs	031162100
—	Blackstone Mtg Tr Inc Cl A	50,570	$1.474M	0.9%	$29.15	$27.16	—	re	09257w100
MCD	McDonalds Corp	13,910	$1.303M	0.8%	$93.67 *	$71.80	-1.1%	cs	580135101
BRK/B	Berkshire Hathaway Inc Cl B	8,674	$1.302M	0.8%	$150.10	$110.02	+36.5%	cs	084670702
EMR	Emerson Electric Co	16,400	$1.012M	0.6%	$61.71 *	$40.02	+14.7%	cs	291011104
—	Dominion Resources Inc VA	12,903	$992K	0.6%	$76.88	$56.80	—	cs	25746u109
—	Praxair Inc	7,296	$945K	0.6%	$129.52	$115.18	—	cs	74005p104
BRK/A	Berkshire Hathaway Inc Cl A	4	$904K	0.5%	$226000.00	$165023.42	+37.0%	cs	084670108
—	Scana Corp	13,464	$813K	0.5%	$60.38	$49.08	—	cs	80589m102
SO	Southern Co	16,187	$795K	0.5%	$49.11 *	$26.74	+15.1%	cs	842587107
CAT	Caterpillar Inc	8,400	$769K	0.5%	$91.55 *	$61.55	+12.2%	cs	149123101
PAYX	Paychex Inc	16,195	$748K	0.4%	$46.19 *	$25.02	+32.0%	cs	704326107
CBSH	Commerce Bancshares Inc	16,597	$722K	0.4%	$43.50 *	$21.75	+17.6%	cs	200525103
—	Diamond Offshore Drilling Inc	13,720	$504K	0.3%	$36.73	$66.18	—	cs	25271c102
GWW	Grainger W W Inc	1,683	$429K	0.3%	$254.90 *	$201.89	+5.6%	cs	384802104
IBM	International Business Machine	2,160	$347K	0.2%	$160.65 *	$118.94	-18.3%	cs	459200101
—	McKesson Corp	1,500	$311K	0.2%	$207.33	$128.13	—	cs	58155q103
—	MetLife Inc	5,350	$289K	0.2%	$54.02	$53.83	—	cs	59156r108
UNP	Union Pacific Corp	2,300	$274K	0.2%	$119.13 *	$67.66	+37.6%	cs	907818108
VGPMX	Vanguard Specialized Portfolio	29,160	$267K	0.2%	$9.16	$10.39	—	mf	921908208
SBUX	Starbucks Corp	3,000	$246K	0.1%	$82.00 *	$28.27	+16.4%	cs	855244109
OAKBX	Harris Assoc Inv Tr Oakmark Eq	7,583	$242K	0.1%	$31.91	$30.55	—	mf	413838400
MLKN	Miller Herman Inc	7,400	$218K	0.1%	$29.46 *	$19.62	+15.0%	cs	600544100