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 | 332 | 2,021 | SH | SOLE | 2,021 | 0 | 0 | ||
58.com Inc ADR | COM | 31680q104 | 38,269 | 921,045 | SH | SOLE | 921,045 | 0 | 0 | ||
Advance Auto Parts | COM | 00751y106 | 205 | 1,289 | SH | SOLE | 1,289 | 0 | 0 | ||
Altria Group Inc | COM | 02209S103 | 4,197 | 85,174 | SH | SOLE | 85,174 | 0 | 0 | ||
American Electric Power | COM | 025537101 | 929 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
American Express | COM | 025816109 | 130,067 | 1,397,969 | SH | SOLE | 1,397,969 | 0 | 0 | ||
Amgen | COM | 031162100 | 258 | 1,617 | SH | SOLE | 1,617 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 1,480 | 13,406 | SH | SOLE | 13,406 | 0 | 0 | ||
Applied Materials | COM | 038222105 | 341 | 13,692 | SH | SOLE | 13,692 | 0 | 0 | ||
Arch Capital Group Ltd | COM | g0450a105 | 638 | 10,788 | SH | SOLE | 10,788 | 0 | 0 | ||
Athenahealth Inc. | COM | 04685w103 | 29,140 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Automatic Data Processing | COM | 053015103 | 508 | 6,091 | SH | SOLE | 6,091 | 0 | 0 | ||
BP Amoco PLC ADR | COM | 055622104 | 227 | 5,948 | SH | SOLE | 5,948 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 9,683 | 541,253 | SH | SOLE | 541,253 | 0 | 0 | ||
Bed Bath & Beyond Inc | COM | 075896100 | 463 | 6,075 | SH | SOLE | 6,075 | 0 | 0 | ||
Berkshire Hathaway - Cl A | COM | 084670108 | 2,220,224 | 9,824 | SH | SOLE | 9,824 | 0 | 0 | ||
Berkshire Hathaway - Cl B | COM | 084670702 | 712,040 | 4,742,188 | SH | SOLE | 4,742,188 | 0 | 0 | ||
Bio-Techne Corp | COM | 09073m104 | 235 | 2,540 | SH | SOLE | 2,540 | 0 | 0 | ||
Boeing | COM | 097023105 | 233 | 1,790 | SH | SOLE | 1,790 | 0 | 0 | ||
Bristol-Myers Squibb | COM | 110122108 | 217 | 3,670 | SH | SOLE | 3,670 | 0 | 0 | ||
Brown & Brown Inc. | COM | 115236101 | 87,040 | 2,644,784 | SH | SOLE | 2,644,784 | 0 | 0 | ||
CVS Corp. | COM | 126650100 | 2,403 | 24,953 | SH | SOLE | 24,953 | 0 | 0 | ||
Cabelas Inc. Cl A | COM | 126804301 | 180,626 | 3,426,782 | SH | SOLE | 3,426,782 | 0 | 0 | ||
Canadian Natural Resources | COM | 136385101 | 23,711 | 767,846 | SH | SOLE | 767,846 | 0 | 0 | ||
Caterpillar | COM | 149123101 | 6,305 | 68,881 | SH | SOLE | 68,881 | 0 | 0 | ||
ChevronTexaco Corp | COM | 166764100 | 529 | 4,716 | SH | SOLE | 4,716 | 0 | 0 | ||
Chubb | COM | 171232101 | 354 | 3,422 | SH | SOLE | 3,422 | 0 | 0 | ||
Citigroup Inc | COM | 172967424 | 326 | 6,016 | SH | SOLE | 6,016 | 0 | 0 | ||
Coca Cola Co. | COM | 191216100 | 41,750 | 988,876 | SH | SOLE | 988,876 | 0 | 0 | ||
Colfax Corp | COM | 194014106 | 25,857 | 501,400 | SH | SOLE | 501,400 | 0 | 0 | ||
Colgate Palmolive Co. | COM | 194162103 | 245 | 3,548 | SH | SOLE | 3,548 | 0 | 0 | ||
Comcast Corp. Spl Cl A | COM | 20030n200 | 430 | 7,474 | SH | SOLE | 7,474 | 0 | 0 | ||
ConocoPhillips | COM | 20825c104 | 5,458 | 79,026 | SH | SOLE | 79,026 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160k105 | 105,072 | 741,246 | SH | SOLE | 741,246 | 0 | 0 | ||
Cresud SACIFYA Spon ADR Repstg | COM | 226406106 | 6,177 | 612,147 | SH | SOLE | 612,147 | 0 | 0 | ||
Ctrip.com International Ltd A | COM | 22943f100 | 4,550 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Danaher Corp. | COM | 235851102 | 125,570 | 1,465,053 | SH | SOLE | 1,465,053 | 0 | 0 | ||
Devon Energy Corporation New | COM | 25179m103 | 223 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
Diageo PLC Sponsored ADR | COM | 25243q205 | 3,677 | 32,225 | SH | SOLE | 32,225 | 0 | 0 | ||
DirectTV | COM | 25490a309 | 4,106 | 47,354 | SH | SOLE | 47,354 | 0 | 0 | ||
Discovery Communications Inc S | COM | 25470F302 | 28,158 | 835,044 | SH | SOLE | 835,044 | 0 | 0 | ||
Discovery Communications Inc. | COM | 25468y107 | 45,195 | 1,311,904 | SH | SOLE | 1,311,904 | 0 | 0 | ||
Disney Walt | COM | 254687106 | 5,404 | 57,374 | SH | SOLE | 57,374 | 0 | 0 | ||
Du Pont E I De Nemours & Co. | COM | 263534109 | 4,123 | 55,762 | SH | SOLE | 55,762 | 0 | 0 | ||
Duke Energy Corporation -Hldg | COM | 26441c204 | 210 | 2,510 | SH | SOLE | 2,510 | 0 | 0 | ||
Ebay Inc | COM | 278642103 | 237 | 4,220 | SH | SOLE | 4,220 | 0 | 0 | ||
Edison International | COM | 281020107 | 2,809 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
Emcor Group Inc | COM | 29084q100 | 74,288 | 1,669,759 | SH | SOLE | 1,669,759 | 0 | 0 | ||
Emerson Electric | COM | 291011104 | 318 | 5,150 | SH | SOLE | 5,150 | 0 | 0 | ||
Energizer Holdings Inc | COM | 29266r108 | 211 | 1,644 | SH | SOLE | 1,644 | 0 | 0 | ||
Expeditors Int'l of Wash. Inc. | COM | 302130109 | 5,436 | 121,851 | SH | SOLE | 121,851 | 0 | 0 | ||
Express Scripts Holding Co. | COM | 30219g108 | 415 | 4,905 | SH | SOLE | 4,905 | 0 | 0 | ||
Exxon Mobil Corp | COM | 30231g103 | 8,016 | 86,707 | SH | SOLE | 86,707 | 0 | 0 | ||
Fastenal Co | COM | 311900104 | 1,142,651 | 24,025,457 | SH | SOLE | 24,025,457 | 0 | 0 | ||
Fifth Third Bancorp | COM | 316773100 | 2,333 | 114,508 | SH | SOLE | 114,508 | 0 | 0 | ||
Fossil Group Inc. | COM | 34988v106 | 22,148 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
General Electric | COM | 369604103 | 5,792 | 229,211 | SH | SOLE | 229,211 | 0 | 0 | ||
General Mills | COM | 370334104 | 2,163 | 40,567 | SH | SOLE | 40,567 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141g104 | 245,057 | 1,264,287 | SH | SOLE | 1,264,287 | 0 | 0 | ||
Google Inc Cl A | COM | 38259p508 | 310,863 | 585,805 | SH | SOLE | 585,805 | 0 | 0 | ||
Google Inc Cl C | COM | 38259p706 | 318,160 | 604,407 | SH | SOLE | 604,407 | 0 | 0 | ||
Graham Holdings Co. | COM | 384637104 | 2,812 | 3,256 | SH | SOLE | 3,256 | 0 | 0 | ||
Greenlight Capital Re Ltd Cl A | COM | G4095J109 | 14,424 | 441,764 | SH | SOLE | 441,764 | 0 | 0 | ||
Groupon Inc. | COM | 399473107 | 24,792 | 3,001,417 | SH | SOLE | 3,001,417 | 0 | 0 | ||
HDFC Bank Ltd ADR Repstg 3 Shs | COM | 40415f101 | 938 | 18,473 | SH | SOLE | 18,473 | 0 | 0 | ||
Heartland Express | COM | 422347104 | 2,730 | 101,057 | SH | SOLE | 101,057 | 0 | 0 | ||
Hexcel Corp | COM | 428291108 | 83,098 | 2,002,840 | SH | SOLE | 2,002,840 | 0 | 0 | ||
Home Depot | COM | 437076102 | 3,016 | 28,728 | SH | SOLE | 28,728 | 0 | 0 | ||
IAC Interactivecorp | COM | 44919p300 | 72,956 | 1,200,125 | SH | SOLE | 1,200,125 | 0 | 0 | ||
IBM | COM | 459200101 | 226,386 | 1,411,033 | SH | SOLE | 1,411,033 | 0 | 0 | ||
ITAU Unibanco Holdings S.A. AD | COM | 465562106 | 186 | 14,263 | SH | SOLE | 14,263 | 0 | 0 | ||
Idex Corp | COM | 45167R104 | 407 | 5,225 | SH | SOLE | 5,225 | 0 | 0 | ||
Idexx Laboratories Corp. | COM | 45168D104 | 659,565 | 4,448,407 | SH | SOLE | 4,448,407 | 0 | 0 | ||
Illinois Tool Works | COM | 452308109 | 213 | 2,248 | SH | SOLE | 2,248 | 0 | 0 | ||
Innerworkings Inc Com | COM | 45773y105 | 7,790 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Intel Corp | COM | 458140100 | 265 | 7,311 | SH | SOLE | 7,311 | 0 | 0 | ||
Interactive Brokers Group Inc | COM | 45841n107 | 50,629 | 1,736,264 | SH | SOLE | 1,736,264 | 0 | 0 | ||
Ishares India 50 ETF | COM | 464289529 | 232 | 7,750 | SH | SOLE | 7,750 | 0 | 0 | ||
JP Morgan Chase & Co. | COM | 46625h100 | 1,472 | 23,514 | SH | SOLE | 23,514 | 0 | 0 | ||
Jacobs Engineering Group Inc | COM | 469814107 | 176,677 | 3,953,399 | SH | SOLE | 3,953,399 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 7,942 | 75,946 | SH | SOLE | 75,946 | 0 | 0 | ||
Kinder Morgan Inc. | COM | 49456b101 | 407 | 9,630 | SH | SOLE | 9,630 | 0 | 0 | ||
Kraft Foods Group Inc. | COM | 50076Q106 | 1,092 | 17,424 | SH | SOLE | 17,424 | 0 | 0 | ||
Lennox International Inc. | COM | 526107107 | 1,857 | 19,533 | SH | SOLE | 19,533 | 0 | 0 | ||
Leucadia Nat'l | COM | 527288104 | 369 | 16,471 | SH | SOLE | 16,471 | 0 | 0 | ||
Linear Technology Group | COM | 535678106 | 6,192 | 135,795 | SH | SOLE | 135,795 | 0 | 0 | ||
Lockheed Martin Corp. | COM | 539830109 | 530 | 2,750 | SH | SOLE | 2,750 | 0 | 0 | ||
Lowe's Companies Inc. | COM | 548661107 | 696 | 10,114 | SH | SOLE | 10,114 | 0 | 0 | ||
MRC Global Inc. | COM | 55345k103 | 12,175 | 803,615 | SH | SOLE | 803,615 | 0 | 0 | ||
Mastercard Inc | COM | 57636q104 | 464,436 | 5,390,387 | SH | SOLE | 5,390,387 | 0 | 0 | ||
McDonalds | COM | 580135101 | 12,815 | 136,767 | SH | SOLE | 136,767 | 0 | 0 | ||
McGraw Hill | COM | 580645109 | 44,966 | 505,350 | SH | SOLE | 505,350 | 0 | 0 | ||
Medtronic Inc | COM | 585055106 | 339 | 4,700 | SH | SOLE | 4,700 | 0 | 0 | ||
Merck & Co. | COM | 58933y105 | 272 | 4,784 | SH | SOLE | 4,784 | 0 | 0 | ||
Microsoft | COM | 594918104 | 2,933 | 63,149 | SH | SOLE | 63,149 | 0 | 0 | ||
Mohawk Industries | COM | 608190104 | 439,198 | 2,826,972 | SH | SOLE | 2,826,972 | 0 | 0 | ||
Mondelez International | COM | 50075n104 | 2,059 | 56,680 | SH | SOLE | 56,680 | 0 | 0 | ||
Novo Nordisk A/S ADR | COM | 670100205 | 3,478 | 82,192 | SH | SOLE | 82,192 | 0 | 0 | ||
O Reilly Automotive Inc | COM | 67103h107 | 694,836 | 3,607,287 | SH | SOLE | 3,607,287 | 0 | 0 | ||
Omnicom Group | COM | 681919106 | 222,655 | 2,874,082 | SH | SOLE | 2,874,082 | 0 | 0 | ||
Oracle Corp. | COM | 68389X105 | 2,819 | 62,693 | SH | SOLE | 62,693 | 0 | 0 | ||
PepsiCo | COM | 713448108 | 17,752 | 187,735 | SH | SOLE | 187,735 | 0 | 0 | ||
Perrigo Co PLC | COM | G97822103 | 284,119 | 1,699,683 | SH | SOLE | 1,699,683 | 0 | 0 | ||
Pfizer | COM | 717081103 | 342 | 10,967 | SH | SOLE | 10,967 | 0 | 0 | ||
Philip Morris Intl Inc. | COM | 718172109 | 7,438 | 91,317 | SH | SOLE | 91,317 | 0 | 0 | ||
Phillips 66 | COM | 718546104 | 2,832 | 39,491 | SH | SOLE | 39,491 | 0 | 0 | ||
Pioneer Natural Resources Co. | COM | 723787107 | 26,043 | 174,962 | SH | SOLE | 174,962 | 0 | 0 | ||
Praxair | COM | 74005P104 | 245,102 | 1,891,801 | SH | SOLE | 1,891,801 | 0 | 0 | ||
Precision Castparts Corp | COM | 740189105 | 745,033 | 3,092,962 | SH | SOLE | 3,092,962 | 0 | 0 | ||
Price T Rowe Group Inc | COM | 74144t108 | 347 | 4,045 | SH | SOLE | 4,045 | 0 | 0 | ||
Primerica Inc | COM | 74164M108 | 201,654 | 3,716,445 | SH | SOLE | 3,716,445 | 0 | 0 | ||
Procter & Gamble | COM | 742718109 | 14,617 | 160,473 | SH | SOLE | 160,473 | 0 | 0 | ||
Progressive Corp. Ohio | COM | 743315103 | 1,753 | 64,940 | SH | SOLE | 64,940 | 0 | 0 | ||
Public Storage Inc. | COM | 74460d109 | 461 | 2,493 | SH | SOLE | 2,493 | 0 | 0 | ||
Qihoo 360 Technology Co. ADR | COM | 74734m109 | 85,890 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
Qualcomm Inc | COM | 747525103 | 22,468 | 302,267 | SH | SOLE | 302,267 | 0 | 0 | ||
Range Resources Corp | COM | 75281a109 | 192,709 | 3,605,407 | SH | SOLE | 3,605,407 | 0 | 0 | ||
Republic Services Inc Cl A | COM | 760759100 | 505 | 12,555 | SH | SOLE | 12,555 | 0 | 0 | ||
Resource America Inc - (RESTRI | COM | 761195205 | 2,659 | 294,117 | SH | SOLE | 294,117 | 0 | 0 | ||
Resource America Inc Cl A | COM | 761195205 | 5,453 | 603,180 | SH | SOLE | 603,180 | 0 | 0 | ||
Robert Half Internat'l | COM | 770323103 | 409 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Roper Industries Inc New | COM | 776696106 | 698 | 4,465 | SH | SOLE | 4,465 | 0 | 0 | ||
Royal Bk CDA Montreal Que | COM | 780087102 | 3,481 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
Royal Dutch Shell PLC Spon ADR | COM | 780259206 | 1,426 | 21,299 | SH | SOLE | 21,299 | 0 | 0 | ||
SEI Investments Co | COM | 784117103 | 400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Schlumberger Ltd | COM | 806857108 | 1,580 | 18,496 | SH | SOLE | 18,496 | 0 | 0 | ||
Sherwin Williams Co. | COM | 824348106 | 1,396 | 5,307 | SH | SOLE | 5,307 | 0 | 0 | ||
Sirona Dental Systems Inc | COM | 82966c103 | 247,010 | 2,827,172 | SH | SOLE | 2,827,172 | 0 | 0 | ||
Soufun Holdings LTD ADR | COM | 836034108 | 14,843 | 2,008,500 | SH | SOLE | 2,008,500 | 0 | 0 | ||
Southwestern Energy Co | COM | 845467109 | 109,554 | 4,014,450 | SH | SOLE | 4,014,450 | 0 | 0 | ||
Stericycle Inc. | COM | 858912108 | 393 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
Suntrust Banks | COM | 867914103 | 1,307 | 31,203 | SH | SOLE | 31,203 | 0 | 0 | ||
TJX Cos - New | COM | 872540109 | 1,829,267 | 26,673,471 | SH | SOLE | 26,673,471 | 0 | 0 | ||
TRW Automotive Holdings Corp. | COM | 87264s106 | 771 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
Thermo Electron | COM | 883556102 | 360 | 2,873 | SH | SOLE | 2,873 | 0 | 0 | ||
Third Point Reinsurance LTD | COM | g8827u100 | 14,667 | 1,012,200 | SH | SOLE | 1,012,200 | 0 | 0 | ||
Tiffany & Co | COM | 886547108 | 227,817 | 2,131,921 | SH | SOLE | 2,131,921 | 0 | 0 | ||
Trimble Navigation Ltd. | COM | 896239100 | 91,201 | 3,436,368 | SH | SOLE | 3,436,368 | 0 | 0 | ||
U.S. Bancorp New - Del. | COM | 902973304 | 1,262 | 28,069 | SH | SOLE | 28,069 | 0 | 0 | ||
Union Pacific | COM | 907818108 | 12,014 | 100,846 | SH | SOLE | 100,846 | 0 | 0 | ||
United Technologies | COM | 913017109 | 215 | 1,873 | SH | SOLE | 1,873 | 0 | 0 | ||
Valeant Pharmaceuticals Intern | COM | 91911k102 | 4,913,249 | 34,331,973 | SH | SOLE | 34,331,973 | 0 | 0 | ||
Verisk Analytics Class A | COM | 92345Y106 | 3,804 | 59,385 | SH | SOLE | 59,385 | 0 | 0 | ||
Verizon Communications | COM | 92343v104 | 320 | 6,837 | SH | SOLE | 6,837 | 0 | 0 | ||
Visa Inc Class A | COM | 92826C839 | 225,111 | 858,546 | SH | SOLE | 858,546 | 0 | 0 | ||
WPP PLC New ADR | COM | 92937a102 | 296 | 2,840 | SH | SOLE | 2,840 | 0 | 0 | ||
Wal-Mart Stores | COM | 931142103 | 190,282 | 2,215,675 | SH | SOLE | 2,215,675 | 0 | 0 | ||
Waters Corp | COM | 941848103 | 230,970 | 2,049,064 | SH | SOLE | 2,049,064 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 12,857 | 234,530 | SH | SOLE | 234,530 | 0 | 0 | ||
West Pharmaceutical Svcs Inc C | COM | 955306105 | 54,540 | 1,024,416 | SH | SOLE | 1,024,416 | 0 | 0 | ||
World Fuel Services Corp | COM | 981475106 | 192,366 | 4,099,001 | SH | SOLE | 4,099,001 | 0 | 0 | ||
Yandex NV Shs | COM | n97284108 | 52,280 | 2,910,911 | SH | SOLE | 2,910,911 | 0 | 0 | ||
Young Broadcasting Inc Cl A | COM | 987434107 | 0 | 144,865 | SH | SOLE | 144,865 | 0 | 0 | ||
Zoetis Inc. | COM | 98978v103 | 7,462 | 173,423 | SH | SOLE | 173,423 | 0 | 0 | ||
Constellation Software Inc. | COM | 21037x100 | 76,708 | 257,168 | SH | SOLE | 257,168 | 0 | 0 | ||
Jardine Matheson Hldgs (U$.25 | COM | G50736100 | 220 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
Ryanair Hldgs PLC Spon ADR | COM | 783513104 | 579 | 8,121 | SH | SOLE | 8,121 | 0 | 0 |