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
3M Co COM 88579y101 657,161 4,844,174 SH   SOLE   4,844,174 0 0
A J Gallagher COM 363576109 50,777 1,067,201 SH   SOLE   1,067,201 0 0
Accenture Plc COM g1151c101 816,879 10,246,850 SH   SOLE   10,246,850 0 0
American Express COM 025816109 683,870 7,596,019 SH   SOLE   7,596,019 0 0
AmerisourceBergen COM 03073e105 546,468 8,331,575 SH   SOLE   8,331,575 0 0
Anixter Int'l COM 035290105 124,327 1,224,656 SH   SOLE   1,224,656 0 0
Annaly Capital Management COM 035710409 120 10,900 SH   SOLE   10,900 0 0
Arrow Electronics Inc COM 042735100 146,873 2,474,282 SH   SOLE   2,474,282 0 0
Avery Dennison Corp COM 053611109 94,809 1,871,101 SH   SOLE   1,871,101 0 0
Bank of NY Mellon COM 064058100 823,428 23,333,190 SH   SOLE   23,333,190 0 0
Berkshire Hath Cl B COM 084670702 828,901 6,632,800 SH   SOLE   6,632,800 0 0
Broadridge Financial COM 11133t103 139,280 3,750,134 SH   SOLE   3,750,134 0 0
Cal Maine Foods COM 128030202 15,527 247,330 SH   SOLE   247,330 0 0
Carlisle Cos Inc COM 142339100 63,093 795,226 SH   SOLE   795,226 0 0
Cimarex Energy Co COM 171798101 112,767 946,746 SH   SOLE   946,746 0 0
Cintas Corp COM 172908105 526,866 8,838,544 SH   SOLE   8,838,544 0 0
Comerica Inc COM 200340107 696,206 13,440,262 SH   SOLE   13,440,262 0 0
Compass Minerals COM 20451n101 73,239 887,528 SH   SOLE   887,528 0 0
Covidien Plc COM g2554f113 603,905 8,198,553 SH   SOLE   8,198,553 0 0
Cullen Frost Bankers COM 229899109 106,367 1,371,952 SH   SOLE   1,371,952 0 0
Danone SA ADR COM 23636t100 748,706 52,762,914 SH   SOLE   52,762,914 0 0
Devon Energy Corp COM 25179m103 761,994 11,384,946 SH   SOLE   11,384,946 0 0
Dun Bradstreet COM 26483e100 4,246 72,700 SH   SOLE   72,700 0 0
Expeditors Intl COM 302130109 467,188 11,788,758 SH   SOLE   11,788,758 0 0
Fairfax Financial COM 303901102 5,674 13,100 SH   SOLE   13,100 0 0
Family Dollar Stores COM 307000109 55,269 952,754 SH   SOLE   952,754 0 0
First Bus Fin Serv COM 319390100 1,177 24,948 SH   SOLE   24,948 0 0
Flir Systems Inc COM 302445101 54,486 1,513,505 SH   SOLE   1,513,505 0 0
Forward Air Corp COM 349853101 39,582 858,433 SH   SOLE   858,433 0 0
Genpact Ltd COM g3922b107 52,247 2,999,230 SH   SOLE   2,999,230 0 0
Glaxosmithkline ADR COM 37733w105 321,322 6,013,880 SH   SOLE   6,013,880 0 0
Greenlight Capital COM g4095j109 60,769 1,852,725 SH   SOLE   1,852,725 0 0
HB Fuller Co COM 359694106 62,134 1,286,961 SH   SOLE   1,286,961 0 0
Illinois Tool Works COM 452308109 567,841 6,981,932 SH   SOLE   6,981,932 0 0
Innophos Holdings COM 45774N108 58,161 1,025,759 SH   SOLE   1,025,759 0 0
Kennametal Inc COM 489170100 85,861 1,938,166 SH   SOLE   1,938,166 0 0
Kirby Corp COM 497266106 81,734 807,249 SH   SOLE   807,249 0 0
Lindsay Corp COM 535555106 67,175 761,790 SH   SOLE   761,790 0 0
MKS Instruments COM 55306n104 56,150 1,878,571 SH   SOLE   1,878,571 0 0
MSC Industrial Direct COM 553530106 49,996 577,850 SH   SOLE   577,850 0 0
Microsoft Corp COM 594918104 555,227 13,545,419 SH   SOLE   13,545,419 0 0
NVR Inc. COM 62944t105 53,920 47,010 SH   SOLE   47,010 0 0
Nestle SA ADR COM 641069406 601,501 7,996,561 SH   SOLE   7,996,561 0 0
Net 1 UEPS Technologies Inc COM 64107n206 251 25,200 SH   SOLE   25,200 0 0
Paccar Inc COM 693718108 517,571 7,674,535 SH   SOLE   7,674,535 0 0
Patterson Cos Inc COM 703395103 115,061 2,755,290 SH   SOLE   2,755,290 0 0
Potash Corp COM 73755l107 1,078,601 29,779,144 SH   SOLE   29,779,144 0 0
Protective Life Corp COM 743674103 114,431 2,175,905 SH   SOLE   2,175,905 0 0
Quimica y Min ADR COM 74972G103 103,202 3,251,475 SH   SOLE   3,251,475 0 0
RPX Corp COM 74972G103 50,993 3,132,245 SH   SOLE   3,132,245 0 0
Robert Half Int'l Inc COM 770323103 43,958 1,047,861 SH   SOLE   1,047,861 0 0
Ryder System Inc COM 783549108 118,209 1,479,095 SH   SOLE   1,479,095 0 0
Scansource Inc COM 806037107 78,198 1,918,036 SH   SOLE   1,918,036 0 0
Schlumberger Ltd COM 806857108 755,368 7,747,368 SH   SOLE   7,747,368 0 0
TE Connectivity Ltd COM H84989104 551,325 9,156,694 SH   SOLE   9,156,694 0 0
Time Warner Inc COM 887317303 395,993 6,061,420 SH   SOLE   6,061,420 0 0
Unilever PLC ADR COM 904767704 434,193 10,149,428 SH   SOLE   10,149,428 0 0
UnitedHealth Group COM 91324P102 855,398 10,432,950 SH   SOLE   10,432,950 0 0
Valmont Ind COM 9222P105 84,177 1,083,495 SH   SOLE   1,083,495 0 0
Varian Medical Sys COM 9222P105 106,568 1,268,820 SH   SOLE   1,268,820 0 0
WR Berkley Corp COM 084423102 85,212 2,047,386 SH   SOLE   2,047,386 0 0
Wal-Mart Stores COM 931142103 575,413 7,528,621 SH   SOLE   7,528,621 0 0
Willis Group Holdings COM g96666105 357,323 8,097,058 SH   SOLE   8,097,058 0 0
Woodward Inc COM 980745103 39,786 958,017 SH   SOLE   958,017 0 0
World Fuel Services COM 981475106 43,243 980,575 SH   SOLE   980,575 0 0
Zions Bancorporation COM 989701107 50,996 1,646,102 SH   SOLE   1,646,102 0 0