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
Estimated average burden
hours per response: 23.8
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
ADVANCE AUTO PARTS INC COM 00751Y106 119,655 886,856 SH   SOLE   283,446 0 603,410
AFLAC INC COM 001055102 100,171 1,609,175 SH   SOLE   484,388 0 1,124,787
ALLERGAN INC COM 018490102 140,958 832,988 SH   SOLE   260,288 0 572,700
AMERICAN INTL GROUP INC COM NEW 026874784 108,082 1,980,241 SH   SOLE   629,923 0 1,350,318
APACHE CORP COM 037411105 126,065 1,252,884 SH   SOLE   396,115 0 856,769
APPLE INC COM 037833100 135,464 1,457,701 SH   SOLE   464,182 0 993,519
BAIDU INC SPON ADR REP A 056752108 63,956 342,356 SH   SOLE   107,350 0 235,006
BAXTER INTL INC COM 071813109 112,518 1,556,267 SH   SOLE   498,304 0 1,057,963
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,864 441,404 SH   SOLE   138,088 0 303,316
CANADIAN NATL RY CO COM 136375102 1,116 17,164 SH   SOLE   0 0 17,164
CANADIAN PAC RY LTD COM 13645T100 61,549 339,789 SH   SOLE   105,589 0 234,200
CHECK POINT SOFTWARE TECH LT ORD M22465104 632 9,435 SH   SOLE   0 0 9,435
CHEVRON CORP NEW COM 166764100 84,635 648,299 SH   SOLE   197,752 0 450,547
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 117,664 2,420,578 SH   SOLE   782,658 0 1,637,920
CVS CAREMARK CORPORATION COM 126650100 117,937 1,564,780 SH   SOLE   491,714 0 1,073,066
DISNEY WALT CO COM DISNEY 254687106 1,258 14,675 SH   SOLE   0 0 14,675
DOLLAR GEN CORP NEW COM 256677105 100,481 1,751,754 SH   SOLE   570,278 0 1,181,476
DU PONT E I DE NEMOURS & CO COM 263534109 1,178 18,000 SH   SOLE   0 0 18,000
EBAY INC COM 278642103 894 17,855 SH   SOLE   17,100 0 755
GENERAL ELECTRIC CO COM 369604103 1,022 38,890 SH   SOLE   0 0 38,890
HALLIBURTON CO COM 406216101 134,504 1,894,159 SH   SOLE   602,101 0 1,292,058
HCP INC COM 40414L109 7,859 189,921 SH   SOLE   76,833 0 113,088
HONDA MOTOR LTD AMERN SHS 438128308 44,431 1,269,807 SH   SOLE   345,537 0 924,270
INTERNATIONAL BUSINESS MACHS COM 459200101 104,363 575,731 SH   SOLE   178,642 0 397,089
JOHNSON & JOHNSON COM 478160104 42,170 403,077 SH   SOLE   108,001 0 295,076
MARKEL CORP COM 570535104 64,296 98,066 SH   SOLE   31,576 0 66,490
MCDONALDS CORP COM 580135101 668 6,631 SH   SOLE   0 0 6,631
MCKESSON CORP COM 58155Q103 1,521 8,167 SH   SOLE   0 0 8,167
MICROSOFT CORP COM 594918104 128,636 3,084,806 SH   SOLE   956,769 0 2,128,037
MURPHY USA INC COM 626755102 17,473 357,403 SH   SOLE   105,933 0 251,470
NCR CORP NEW COM 62886E108 116,563 3,321,819 SH   SOLE   1,076,294 0 2,245,525
NOVARTIS A G SPONSORED ADR 66987V109 115,181 1,272,297 SH   SOLE   395,972 0 876,325
ORACLE CORP COM 68389X105 112,289 2,770,507 SH   SOLE   880,718 0 1,889,789
QUEST DIAGNOSTICS INC COM 74834L100 235 4,000 SH   SOLE   4,000 0 0
SANOFI SPONSORED ADR 80105N105 101,767 1,913,989 SH   SOLE   595,292 0 1,318,697
SCHLUMBERGER LTD COM 806857108 1,930 16,366 SH   SOLE   0 0 16,366
TARGET CORP COM 87612E106 62,665 1,081,371 SH   SOLE   355,763 0 725,608
THERMO FISHER SCIENTIFIC INC COM 883556102 938 7,950 SH   SOLE   0 0 7,950
TOTAL S A SPONSORED ADR 89151E109 65,308 904,537 SH   SOLE   301,435 0 603,102
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 565 4,725 SH   SOLE   0 0 4,725