Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	Visa Inc Cl A	143,115	$12.72M	7.2%	$88.87	$93.78	—	cs	92826c839
JNJ	Johnson & Johnson	91,193	$11.36M	6.5%	$124.55 *	$60.16	+62.5%	cs	478160104
INTC	Intel Corp	278,514	$10.05M	5.7%	$36.07 *	$17.36	+70.9%	cs	458140100
—	Accenture PLC Ireland Class A	77,265	$9.263M	5.3%	$119.89	$72.39	—	cs	g1151c101
PG	Procter And Gamble Co	101,113	$9.085M	5.2%	$89.85 *	$55.15	+28.8%	cs	742718109
—	O'Reilly Automotive Inc	31,785	$8.577M	4.9%	$269.84	$114.30	—	cs	67103h107
—	3M Co	44,380	$8.491M	4.8%	$191.32	$116.92	—	cs	88579y101
ITW	Illinois Tool Works Inc	54,471	$7.216M	4.1%	$132.47 *	$49.85	+115.9%	cs	452308109
CGNX	Cognex Corp	83,000	$6.968M	4.0%	$83.95 *	$18.29	+113.6%	cs	192422103
GNTX	Gentex Corp	298,385	$6.365M	3.6%	$21.33	$16.49	+29.4%	cs	371901109
SLB	Schlumberger Ltd	78,475	$6.129M	3.5%	$78.10 *	$53.71	+13.0%	cs	806857108
TSCO	Tractor Supply Co	80,578	$5.557M	3.2%	$68.96 *	$10.85	+10.8%	cs	892356106
—	Express Scripts Holding Co	82,790	$5.457M	3.1%	$65.91	$64.90	—	cs	30219g108
FAST	Fastenal Co	103,219	$5.316M	3.0%	$51.50 *	$8.83	+15.9%	cs	311900104
—	Verizon Communications Inc	108,707	$5.299M	3.0%	$48.75	$48.59	—	cs	92343v104
—	Monsanto Co	45,133	$5.109M	2.9%	$113.20	$100.47	—	cs	61166w101
—	Exxon Mobil Corp	57,560	$4.72M	2.7%	$82.00	$90.59	—	cs	30231g102
NKE	Nike Inc Cl B	79,310	$4.42M	2.5%	$55.73 *	$51.14	-2.6%	cs	654106103
KO	Coca-Cola Co	97,490	$4.137M	2.4%	$42.44 *	$28.01	+15.2%	cs	191216100
—	Cimarex Energy Co	32,728	$3.911M	2.2%	$119.50	$65.62	—	cs	171798101
—	C H Robinson Worldwide Inc	50,000	$3.864M	2.2%	$77.28	$56.30	—	cs	12541w209
BDX	Becton Dickinson & Co	15,633	$2.868M	1.6%	$183.46 *	$78.11	+101.2%	cs	075887109
—	Stericycle Inc	31,359	$2.599M	1.5%	$82.88	$112.45	—	cs	858912108
—	Xilinx Inc	44,297	$2.564M	1.5%	$57.88	$39.60	—	cs	983919101
ABT	Abbott Laboratories	52,745	$2.342M	1.3%	$44.40 *	$33.65	+12.8%	cs	002824100
—	Wec Energy Group Inc	32,425	$1.966M	1.1%	$60.63	$60.63	—	cs	92939u106
—	Blackstone Mtg Tr Inc Cl A	50,870	$1.575M	0.9%	$30.96	$27.19	—	re	09257w100
AMGN	Amgen Inc	9,557	$1.568M	0.9%	$164.07 *	$74.20	+69.7%	cs	031162100
THO	Thor Industries Inc	16,280	$1.565M	0.9%	$96.13 *	$86.83	-7.1%	cs	885160101
BRK/B	Berkshire Hathaway Inc Cl B	8,449	$1.408M	0.8%	$166.65	$110.02	+51.5%	cs	084670702
—	Dominion Resources Inc VA New	13,903	$1.078M	0.6%	$77.54	$57.57	—	cs	25746u109
CBSH	Commerce Bancshares Inc	18,229	$1.024M	0.6%	$56.17 *	$22.62	+59.9%	cs	200525103
—	Scana Corp	15,329	$1.002M	0.6%	$65.37	$50.46	—	cs	80589m102
BRK/A	Berkshire Hathaway Inc Cl A	4	$999K	0.6%	$249750.00	$165023.42	+51.4%	cs	084670108
—	Staples Inc	113,149	$992K	0.6%	$8.77	$15.87	—	cs	855030102
EMR	Emerson Electric Co	16,400	$982K	0.6%	$59.88 *	$40.02	+20.5%	cs	291011104
PAYX	Paychex Inc	16,195	$954K	0.5%	$58.91 *	$25.02	+81.3%	cs	704326107
TRMB	Trimble Inc	28,460	$911K	0.5%	$32.01	$24.41	+31.2%	cs	896239100
—	Praxair Inc	7,296	$865K	0.5%	$118.56	$115.18	—	cs	74005p104
CAT	Caterpillar Inc	8,400	$779K	0.4%	$92.74 *	$61.55	+23.8%	cs	149123101
—	SPDR S&P 500 ETF Tr	1,980	$467K	0.3%	$235.86	$216.16	—	ui	78462f103
GWW	Grainger W W Inc	1,678	$391K	0.2%	$233.02 *	$201.89	+1.1%	cs	384802104
IBM	Intl Business Machines	2,160	$376K	0.2%	$174.07 *	$118.94	-4.2%	cs	459200101
SBUX	Starbucks Corp	6,000	$350K	0.2%	$58.33 *	$34.60	+39.8%	cs	855244109
UNP	Union Pacific Corp	2,925	$310K	0.2%	$105.98 *	$77.07	+13.3%	cs	907818108
VGPMX	Vanguard Prec Metals & Mineral	29,160	$303K	0.2%	$10.39	$8.20	—	mf	921908208
OAKBX	Oakmark Equity Invs	7,583	$240K	0.1%	$31.65	$30.55	—	mf	413838400
—	JPMorgan Chase & Co	2,682	$236K	0.1%	$87.99	$86.27	—	cs	46625h100
MLKN	Miller Herman Inc	7,400	$233K	0.1%	$31.49 *	$19.62	+29.1%	cs	600544100
LLY	Lilly Eli & Co	2,700	$227K	0.1%	$84.07 *	$69.54	+5.3%	cs	532457108
—	McKesson Corp	1,500	$222K	0.1%	$148.00	$128.13	—	cs	58155q103
OEF	iShares S&P 100 ETF	1,980	$207K	0.1%	$104.55	$103.26	+1.4%	ui	464287101