The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Actuant Corporation CL A 00508X203 106,837 3,500,556 SH   SOLE   3,500,556 0 0
Alleghany Corp. COM 017175100 1,152 2,754 SH   SOLE   2,754 0 0
American Express Company COM 025816109 791 9,032 SH   SOLE   9,032 0 0
America's Car-Mart Inc. COM 03062T105 49,623 1,253,425 SH   SOLE   1,253,425 0 0
Ascent Capital Group COM SER A 043632108 667 11,084 SH   SOLE   11,084 0 0
Automatic Data Processing, Inc COM 053015103 809 9,738 SH   SOLE   9,738 0 0
Berkshire Hathaway Inc 'A' CL A 084670108 1,862 9 SH   SOLE   9 0 0
Berkshire Hathaway Inc 'B' CL B 084670702 2,020 14,625 SH   SOLE   14,625 0 0
Brookfield Asset Management Inc. CL A LTD 112585104 2,458 54,660 SH   SOLE   54,660 0 0
Brookfield Property Partners RIGHT G16249107 1,718 81,521 SH   SOLE   81,521 0 0
Capital Southwest Corporation COM 140501107 1,355 37,892 SH   SOLE   37,892 0 0
Choice Hotels International Inc. COM 169905106 520 10,000 SH   SOLE   10,000 0 0
Colfax Corporation COM 194014106 98,186 1,723,461 SH   SOLE   1,723,461 0 0
Conagra Food Inc COM 205887102 330 10,000 SH   SOLE   10,000 0 0
ConocoPhillips COM 20825C104 2,296 30,000 SH   SOLE   30,000 0 0
Corporate Executive Board Co. COM 21988R102 58,976 981,791 SH   SOLE   981,791 0 0
Emerson Electric Co. COM 291011104 482 7,705 SH   SOLE   7,705 0 0
Expeditors International of Washing COM 302130109 1,430 35,248 SH   SOLE   35,248 0 0
Greenlight Capital Re, Ltd. CL A G4095J109 1,188 36,650 SH   SOLE   36,650 0 0
Heico CP CL A CL A 422806208 76,406 1,895,941 SH   SOLE   1,895,941 0 0
Interactive Intelligence Group COM 45841V109 60,076 1,437,220 SH   SOLE   1,437,220 0 0
Kinder Morgan Energy Partners RIGHT 494550106 895 9,600 SH   SOLE   9,600 0 0
Kinder Morgan Management LLC RIGHT 49455U100 946 10,052 SH   SOLE   10,052 0 0
Leucadia National Corp. COM 527288104 1,055 44,240 SH   SOLE   44,240 0 0
Merck & Company, Inc COM 58933Y105 225 3,794 SH   SOLE   3,794 0 0
Microsoft Corp COM 594918104 484 10,440 SH   SOLE   10,440 0 0
Morningstar, Inc COM 617700109 1,134 16,695 SH   SOLE   16,695 0 0
National Retail Properties, Inc. COM 637417106 484 14,000 SH   SOLE   14,000 0 0
Occidental Petroleum COM 674599105 1,154 12,000 SH   SOLE   12,000 0 0
Papa John's International Inc. COM 698813102 33,183 829,791 SH   SOLE   829,791 0 0
Pfizer Inc. COM 717081103 490 16,579 SH   SOLE   16,579 0 0
Phillips 66 Common Stock COM 718546104 1,220 15,000 SH   SOLE   15,000 0 0
Pizza Inn Holdings COM 725846109 212 26,530 SH   SOLE   26,530 0 0
Platform Specialty Products Corpora COM 72766Q105 65,737 2,627,380 SH   SOLE   2,627,380 0 0
Post Holdings Inc COM 737446104 1,461 44,040 SH   SOLE   44,040 0 0
RealD Inc. COM 75604L105 74,670 7,969,080 SH   SOLE   7,969,080 0 0
SPDR Lehman Intl Treasury Bond ETF UNIT 78464A516 725 12,639 SH   SOLE   12,639 0 0
SPDR S&P Middle East & Africa ETF UNIT 78463X806 675 9,704 SH   SOLE   9,704 0 0
Special Opportunities Fund, Inc. COM 84741T104 1,207 72,383 SH   SOLE   72,383 0 0
The Middleby Corporation COM 596278101 90,147 1,022,890 SH   SOLE   1,022,890 0 0
UGI Corp. COM 902681105 315 9,240 SH   SOLE   9,240 0 0
Ultra Petroleum Corp. COM 903914109 947 40,702 SH   SOLE   40,702 0 0
US Ecology, Inc. COM 91732J102 63,609 1,360,337 SH   SOLE   1,360,337 0 0
Vanguard Emerging Markets VIPER UNIT 922042858 2,440 58,493 SH   SOLE   58,493 0 0
Vanguard FTSE All-Wld ex-US SmCp Id UNIT 922042718 517 5,067 SH   SOLE   5,067 0 0
Vanguard MBS ETF UNIT 92206C771 221 4,196 SH   SOLE   4,196 0 0
Vanguard ST Corp Bond ETF UNIT 92206C409 680 8,518 SH   SOLE   8,518 0 0
VCA Inc. COM 918194101 386 9,802 SH   SOLE   9,802 0 0
Weyehaeuser Company COM 962166104 909 28,520 SH   SOLE   28,520 0 0
White Mountains Insurance Group COM G9618E107 1,577 2,503 SH   SOLE   2,503 0 0
XCEL Energy Inc. COM 98389B100 790 26,000 SH   SOLE   26,000 0 0
Zimmer Holdings, Inc. COM 98956P102 860 8,551 SH   SOLE   8,551 0 0