The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
3M Company | COM | 88579y101 | 312 | 2,021 | SH | SOLE | 2,021 | 0 | 0 | ||
58.com Inc ADR | COM | 31680q104 | 87,673 | 1,368,605 | SH | SOLE | 1,368,605 | 0 | 0 | ||
AT&T Inc | COM | 00206r102 | 216 | 6,084 | SH | SOLE | 6,084 | 0 | 0 | ||
Altria Group Inc | COM | 02209S103 | 3,775 | 77,174 | SH | SOLE | 77,174 | 0 | 0 | ||
American Electric Power | COM | 025537101 | 820 | 15,485 | SH | SOLE | 15,485 | 0 | 0 | ||
American Express | COM | 025816109 | 108,426 | 1,395,088 | SH | SOLE | 1,395,088 | 0 | 0 | ||
Amgen | COM | 031162100 | 248 | 1,617 | SH | SOLE | 1,617 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 1,681 | 13,406 | SH | SOLE | 13,406 | 0 | 0 | ||
Applied Materials | COM | 038222105 | 263 | 13,692 | SH | SOLE | 13,692 | 0 | 0 | ||
Arch Capital Group Ltd | COM | g0450a105 | 716 | 10,688 | SH | SOLE | 10,688 | 0 | 0 | ||
Athenahealth Inc. | COM | 04685w103 | 22,916 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Automatic Data Processing | COM | 053015103 | 489 | 6,091 | SH | SOLE | 6,091 | 0 | 0 | ||
BP Amoco PLC ADR | COM | 055622104 | 238 | 5,948 | SH | SOLE | 5,948 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 9,207 | 540,925 | SH | SOLE | 540,925 | 0 | 0 | ||
Bed Bath & Beyond Inc | COM | 075896100 | 419 | 6,075 | SH | SOLE | 6,075 | 0 | 0 | ||
Berkshire Hathaway - Cl A | COM | 084670108 | 1,939,520 | 9,468 | SH | SOLE | 9,468 | 0 | 0 | ||
Berkshire Hathaway - Cl B | COM | 084670702 | 658,044 | 4,834,647 | SH | SOLE | 4,834,647 | 0 | 0 | ||
Bio-Techne Corp | COM | 09073m104 | 250 | 2,540 | SH | SOLE | 2,540 | 0 | 0 | ||
Boeing | COM | 097023105 | 248 | 1,790 | SH | SOLE | 1,790 | 0 | 0 | ||
Bristol-Myers Squibb | COM | 110122108 | 244 | 3,670 | SH | SOLE | 3,670 | 0 | 0 | ||
Brown & Brown Inc. | COM | 115236101 | 85,692 | 2,607,791 | SH | SOLE | 2,607,791 | 0 | 0 | ||
CVS Corp. | COM | 126650100 | 2,617 | 24,953 | SH | SOLE | 24,953 | 0 | 0 | ||
Cabelas Inc. Cl A | COM | 126804301 | 170,381 | 3,408,985 | SH | SOLE | 3,408,985 | 0 | 0 | ||
Canadian Natural Resources | COM | 136385101 | 20,479 | 754,015 | SH | SOLE | 754,015 | 0 | 0 | ||
Caterpillar | COM | 149123101 | 5,808 | 68,479 | SH | SOLE | 68,479 | 0 | 0 | ||
ChevronTexaco Corp | COM | 166764100 | 446 | 4,626 | SH | SOLE | 4,626 | 0 | 0 | ||
Chubb | COM | 171232101 | 211 | 2,222 | SH | SOLE | 2,222 | 0 | 0 | ||
Citigroup Inc | COM | 172967424 | 332 | 6,016 | SH | SOLE | 6,016 | 0 | 0 | ||
Coca Cola Co. | COM | 191216100 | 33,622 | 857,046 | SH | SOLE | 857,046 | 0 | 0 | ||
Cognizant Technology Solutions | COM | 192446102 | 200 | 3,279 | SH | SOLE | 3,279 | 0 | 0 | ||
Colfax Corp | COM | 194014106 | 23,140 | 501,400 | SH | SOLE | 501,400 | 0 | 0 | ||
Colgate Palmolive Co. | COM | 194162103 | 232 | 3,548 | SH | SOLE | 3,548 | 0 | 0 | ||
Comcast Corp. Spl Cl A | COM | 20030n200 | 448 | 7,474 | SH | SOLE | 7,474 | 0 | 0 | ||
ConocoPhillips | COM | 20825c104 | 4,853 | 79,026 | SH | SOLE | 79,026 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160k105 | 97,612 | 722,733 | SH | SOLE | 722,733 | 0 | 0 | ||
Cresud SACIFYA Spon ADR Repstg | COM | 226406106 | 7,970 | 612,147 | SH | SOLE | 612,147 | 0 | 0 | ||
Ctrip.com International Ltd A | COM | 22943f100 | 7,262 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Danaher Corp. | COM | 235851102 | 124,628 | 1,456,107 | SH | SOLE | 1,456,107 | 0 | 0 | ||
Diageo PLC Sponsored ADR | COM | 25243q205 | 3,492 | 30,090 | SH | SOLE | 30,090 | 0 | 0 | ||
DirectTV | COM | 25490a309 | 4,264 | 45,952 | SH | SOLE | 45,952 | 0 | 0 | ||
Discovery Communications Inc. | COM | 25468y107 | 56,543 | 1,700,044 | SH | SOLE | 1,700,044 | 0 | 0 | ||
Disney Walt | COM | 254687106 | 3,183 | 27,891 | SH | SOLE | 27,891 | 0 | 0 | ||
Du Pont E I De Nemours & Co. | COM | 263534109 | 3,566 | 55,762 | SH | SOLE | 55,762 | 0 | 0 | ||
Ebay Inc | COM | 278642103 | 254 | 4,220 | SH | SOLE | 4,220 | 0 | 0 | ||
Edison International | COM | 281020107 | 2,384 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
Emcor Group Inc | COM | 29084q100 | 80,013 | 1,674,964 | SH | SOLE | 1,674,964 | 0 | 0 | ||
Emerson Electric | COM | 291011104 | 279 | 5,035 | SH | SOLE | 5,035 | 0 | 0 | ||
Energizer Holdings Inc | COM | 29266r108 | 202 | 1,535 | SH | SOLE | 1,535 | 0 | 0 | ||
Expeditors Int'l of Wash. Inc. | COM | 302130109 | 5,434 | 117,859 | SH | SOLE | 117,859 | 0 | 0 | ||
Express Scripts Holding Co. | COM | 30219g108 | 436 | 4,905 | SH | SOLE | 4,905 | 0 | 0 | ||
Exxon Mobil Corp | COM | 30231g103 | 7,188 | 86,392 | SH | SOLE | 86,392 | 0 | 0 | ||
Fastenal Co | COM | 311900104 | 1,012,317 | 23,999,925 | SH | SOLE | 23,999,925 | 0 | 0 | ||
Fifth Third Bancorp | COM | 316773100 | 2,384 | 114,508 | SH | SOLE | 114,508 | 0 | 0 | ||
General Electric | COM | 369604103 | 6,018 | 226,490 | SH | SOLE | 226,490 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141g104 | 262,069 | 1,255,182 | SH | SOLE | 1,255,182 | 0 | 0 | ||
Google Inc Cl A | COM | 38259p508 | 312,699 | 579,029 | SH | SOLE | 579,029 | 0 | 0 | ||
Google Inc Cl C | COM | 38259p706 | 316,460 | 607,980 | SH | SOLE | 607,980 | 0 | 0 | ||
Graham Holdings Co. | COM | 384637104 | 3,500 | 3,256 | SH | SOLE | 3,256 | 0 | 0 | ||
Greenlight Capital Re Ltd Cl A | COM | G4095J109 | 12,886 | 441,764 | SH | SOLE | 441,764 | 0 | 0 | ||
Groupon Inc. | COM | 399473107 | 15,103 | 3,002,617 | SH | SOLE | 3,002,617 | 0 | 0 | ||
HDFC Bank Ltd ADR Repstg 3 Shs | COM | 40415f101 | 1,113 | 18,393 | SH | SOLE | 18,393 | 0 | 0 | ||
Heartland Express | COM | 422347104 | 2,044 | 101,057 | SH | SOLE | 101,057 | 0 | 0 | ||
Hexcel Corp | COM | 428291108 | 99,621 | 2,002,840 | SH | SOLE | 2,002,840 | 0 | 0 | ||
Home Depot | COM | 437076102 | 3,193 | 28,728 | SH | SOLE | 28,728 | 0 | 0 | ||
IAC Interactivecorp | COM | 44919p300 | 95,601 | 1,200,115 | SH | SOLE | 1,200,115 | 0 | 0 | ||
IBM | COM | 459200101 | 224,140 | 1,377,964 | SH | SOLE | 1,377,964 | 0 | 0 | ||
Idex Corp | COM | 45167R104 | 411 | 5,225 | SH | SOLE | 5,225 | 0 | 0 | ||
Idexx Laboratories Corp. | COM | 45168D104 | 518,459 | 8,083,238 | SH | SOLE | 8,083,238 | 0 | 0 | ||
Innerworkings Inc Com | COM | 45773y105 | 6,670 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Interactive Brokers Group Inc | COM | 45841n107 | 41,660 | 1,002,415 | SH | SOLE | 1,002,415 | 0 | 0 | ||
Ishares India 50 ETF | COM | 464289529 | 229 | 7,674 | SH | SOLE | 7,674 | 0 | 0 | ||
JP Morgan Chase & Co. | COM | 46625h100 | 1,593 | 23,514 | SH | SOLE | 23,514 | 0 | 0 | ||
Jacobs Engineering Group Inc | COM | 469814107 | 162,060 | 3,989,652 | SH | SOLE | 3,989,652 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 7,539 | 77,357 | SH | SOLE | 77,357 | 0 | 0 | ||
Kinder Morgan Inc. | COM | 49456b101 | 370 | 9,630 | SH | SOLE | 9,630 | 0 | 0 | ||
Kraft Foods Group Inc. | COM | 50076Q106 | 1,483 | 17,424 | SH | SOLE | 17,424 | 0 | 0 | ||
LKQ Corp. | COM | 501889208 | 7,561 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Lennox International Inc. | COM | 526107107 | 2,100 | 19,497 | SH | SOLE | 19,497 | 0 | 0 | ||
Leucadia Nat'l | COM | 527288104 | 400 | 16,471 | SH | SOLE | 16,471 | 0 | 0 | ||
Linear Technology Group | COM | 535678106 | 5,715 | 129,208 | SH | SOLE | 129,208 | 0 | 0 | ||
Lockheed Martin Corp. | COM | 539830109 | 511 | 2,750 | SH | SOLE | 2,750 | 0 | 0 | ||
Lowe's Companies Inc. | COM | 548661107 | 617 | 9,214 | SH | SOLE | 9,214 | 0 | 0 | ||
MRC Global Inc. | COM | 55345k103 | 55,243 | 3,577,935 | SH | SOLE | 3,577,935 | 0 | 0 | ||
Makemytrip Ltd | COM | v5633w109 | 28,701 | 1,458,400 | SH | SOLE | 1,458,400 | 0 | 0 | ||
Mastercard Inc | COM | 57636q104 | 506,642 | 5,419,792 | SH | SOLE | 5,419,792 | 0 | 0 | ||
McDonalds | COM | 580135101 | 13,002 | 136,767 | SH | SOLE | 136,767 | 0 | 0 | ||
McGraw Hill | COM | 580645109 | 386 | 3,840 | SH | SOLE | 3,840 | 0 | 0 | ||
Medtronic PLC | COM | G5960l103 | 362 | 4,880 | SH | SOLE | 4,880 | 0 | 0 | ||
Merck & Co. | COM | 58933y105 | 272 | 4,784 | SH | SOLE | 4,784 | 0 | 0 | ||
Microsoft | COM | 594918104 | 2,678 | 60,649 | SH | SOLE | 60,649 | 0 | 0 | ||
Mohawk Industries | COM | 608190104 | 530,638 | 2,779,666 | SH | SOLE | 2,779,666 | 0 | 0 | ||
Mondelez International | COM | 50075n104 | 2,332 | 56,680 | SH | SOLE | 56,680 | 0 | 0 | ||
Monsanto Co | COM | 61166w101 | 101,191 | 949,348 | SH | SOLE | 949,348 | 0 | 0 | ||
Novo Nordisk A/S ADR | COM | 670100205 | 4,479 | 81,800 | SH | SOLE | 81,800 | 0 | 0 | ||
O Reilly Automotive Inc | COM | 67103h107 | 809,097 | 3,580,392 | SH | SOLE | 3,580,392 | 0 | 0 | ||
Omnicom Group | COM | 681919106 | 195,988 | 2,820,383 | SH | SOLE | 2,820,383 | 0 | 0 | ||
PepsiCo | COM | 713448108 | 17,523 | 187,735 | SH | SOLE | 187,735 | 0 | 0 | ||
Perrigo Co PLC | COM | G97822103 | 271,120 | 1,466,859 | SH | SOLE | 1,466,859 | 0 | 0 | ||
Pfizer | COM | 717081103 | 368 | 10,967 | SH | SOLE | 10,967 | 0 | 0 | ||
Philip Morris Intl Inc. | COM | 718172109 | 7,321 | 91,317 | SH | SOLE | 91,317 | 0 | 0 | ||
Phillips 66 | COM | 718546104 | 3,181 | 39,491 | SH | SOLE | 39,491 | 0 | 0 | ||
Pioneer Natural Resources Co. | COM | 723787107 | 548 | 3,952 | SH | SOLE | 3,952 | 0 | 0 | ||
Praxair | COM | 74005P104 | 225,467 | 1,885,967 | SH | SOLE | 1,885,967 | 0 | 0 | ||
Precision Castparts Corp | COM | 740189105 | 702,022 | 3,512,391 | SH | SOLE | 3,512,391 | 0 | 0 | ||
Price T Rowe Group Inc | COM | 74144t108 | 314 | 4,045 | SH | SOLE | 4,045 | 0 | 0 | ||
Primerica Inc | COM | 74164M108 | 131,708 | 2,882,651 | SH | SOLE | 2,882,651 | 0 | 0 | ||
Procter & Gamble | COM | 742718109 | 12,471 | 159,400 | SH | SOLE | 159,400 | 0 | 0 | ||
Progressive Corp. Ohio | COM | 743315103 | 1,807 | 64,940 | SH | SOLE | 64,940 | 0 | 0 | ||
Public Storage Inc. | COM | 74460d109 | 460 | 2,493 | SH | SOLE | 2,493 | 0 | 0 | ||
Qihoo 360 Technology Co. ADR | COM | 74734m109 | 67,690 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Qualcomm Inc | COM | 747525103 | 18,931 | 302,267 | SH | SOLE | 302,267 | 0 | 0 | ||
Range Resources Corp | COM | 75281a109 | 197,803 | 4,005,722 | SH | SOLE | 4,005,722 | 0 | 0 | ||
Republic Services Inc Cl A | COM | 760759100 | 492 | 12,555 | SH | SOLE | 12,555 | 0 | 0 | ||
Resource America Inc - (RESTRI | COM | 761195205 | 2,474 | 294,117 | SH | SOLE | 294,117 | 0 | 0 | ||
Resource America Inc Cl A | COM | 761195205 | 5,073 | 603,180 | SH | SOLE | 603,180 | 0 | 0 | ||
Robert Half Internat'l | COM | 770323103 | 389 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Roper Industries Inc New | COM | 776696106 | 770 | 4,465 | SH | SOLE | 4,465 | 0 | 0 | ||
Royal Bk CDA Montreal Que | COM | 780087102 | 3,082 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
Royal Dutch Shell PLC Spon ADR | COM | 780259206 | 1,214 | 21,299 | SH | SOLE | 21,299 | 0 | 0 | ||
Schlumberger Ltd | COM | 806857108 | 3,402 | 39,466 | SH | SOLE | 39,466 | 0 | 0 | ||
Sherwin Williams Co. | COM | 824348106 | 1,460 | 5,307 | SH | SOLE | 5,307 | 0 | 0 | ||
Sirona Dental Systems Inc | COM | 82966c103 | 285,345 | 2,841,520 | SH | SOLE | 2,841,520 | 0 | 0 | ||
Soufun Holdings LTD ADR | COM | 836034108 | 8,481 | 1,008,500 | SH | SOLE | 1,008,500 | 0 | 0 | ||
Southwestern Energy Co | COM | 845467109 | 91,253 | 4,014,630 | SH | SOLE | 4,014,630 | 0 | 0 | ||
Stericycle Inc. | COM | 858912108 | 402 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
Suntrust Banks | COM | 867914103 | 1,342 | 31,203 | SH | SOLE | 31,203 | 0 | 0 | ||
TJX Cos - New | COM | 872540109 | 1,183,281 | 17,882,436 | SH | SOLE | 17,882,436 | 0 | 0 | ||
Thermo Electron | COM | 883556102 | 373 | 2,873 | SH | SOLE | 2,873 | 0 | 0 | ||
Third Point Reinsurance LTD | COM | g8827u100 | 36,160 | 2,451,509 | SH | SOLE | 2,451,509 | 0 | 0 | ||
Tiffany & Co | COM | 886547108 | 199,839 | 2,176,892 | SH | SOLE | 2,176,892 | 0 | 0 | ||
Trimble Navigation Ltd. | COM | 896239100 | 78,058 | 3,327,265 | SH | SOLE | 3,327,265 | 0 | 0 | ||
U.S. Bancorp New - Del. | COM | 902973304 | 1,128 | 25,999 | SH | SOLE | 25,999 | 0 | 0 | ||
Union Pacific | COM | 907818108 | 9,293 | 97,446 | SH | SOLE | 97,446 | 0 | 0 | ||
United Technologies | COM | 913017109 | 208 | 1,873 | SH | SOLE | 1,873 | 0 | 0 | ||
Valeant Pharmaceuticals Intern | COM | 91911k102 | 7,527,342 | 33,884,050 | SH | SOLE | 33,884,050 | 0 | 0 | ||
Verisk Analytics Class A | COM | 92345Y106 | 4,273 | 58,730 | SH | SOLE | 58,730 | 0 | 0 | ||
Verizon Communications | COM | 92343v104 | 329 | 7,056 | SH | SOLE | 7,056 | 0 | 0 | ||
Visa Inc Class A | COM | 92826C839 | 227,610 | 3,389,577 | SH | SOLE | 3,389,577 | 0 | 0 | ||
WPP PLC New ADR | COM | 92937a102 | 320 | 2,840 | SH | SOLE | 2,840 | 0 | 0 | ||
Wal-Mart Stores | COM | 931142103 | 154,347 | 2,176,040 | SH | SOLE | 2,176,040 | 0 | 0 | ||
Waters Corp | COM | 941848103 | 263,239 | 2,050,465 | SH | SOLE | 2,050,465 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 13,185 | 234,445 | SH | SOLE | 234,445 | 0 | 0 | ||
West Pharmaceutical Svcs Inc C | COM | 955306105 | 59,006 | 1,015,951 | SH | SOLE | 1,015,951 | 0 | 0 | ||
Yandex NV Shs | COM | n97284108 | 55,198 | 3,626,693 | SH | SOLE | 3,626,693 | 0 | 0 | ||
Yelp Inc. | COM | 985817105 | 4,634 | 107,700 | SH | SOLE | 107,700 | 0 | 0 | ||
Zoetis Inc. | COM | 98978v103 | 7,288 | 151,149 | SH | SOLE | 151,149 | 0 | 0 | ||
Constellation Software Inc. | COM | 21037x100 | 107,047 | 269,486 | SH | SOLE | 269,486 | 0 | 0 | ||
Jardine Matheson Hldgs (U$.25 | COM | G50736100 | 205 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
Ryanair Hldgs PLC Spon ADR | COM | 783513104 | 579 | 8,121 | SH | SOLE | 8,121 | 0 | 0 | ||
Senvest Capital Inc. | COM | 81731l109 | 5,460 | 35,000 | SH | SOLE | 35,000 | 0 | 0 |