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 97,616 881,964 SH   SOLE   271,624 0 610,340
AFLAC INC COM 001055102 93,584 1,400,962 SH   SOLE   406,472 0 994,490
ALLERGAN INC COM 018490102 107,504 967,805 SH   SOLE   296,891 0 670,914
AMERICAN INTL GROUP INC COM NEW 026874784 96,949 1,899,090 SH   SOLE   581,043 0 1,318,047
APACHE CORP COM 037411105 94,593 1,100,689 SH   SOLE   340,853 0 759,836
APPLE INC COM 037833100 105,720 188,443 SH   SOLE   60,461 0 127,982
BAIDU INC SPON ADR REP A 056752108 56,971 320,278 SH   SOLE   98,128 0 222,150
BAXTER INTL INC COM 071813109 60,767 873,716 SH   SOLE   292,671 0 581,045
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 45,268 381,818 SH   SOLE   114,510 0 267,308
CANADIAN NATL RY CO COM 136375102 979 17,164 SH   SOLE   0 0 17,164
CANADIAN PAC RY LTD COM 13645T100 57,697 381,291 SH   SOLE   110,552 0 270,739
CHECK POINT SOFTWARE TECH LT ORD M22465104 102,922 1,595,683 SH   SOLE   480,954 0 1,114,729
CHEVRON CORP NEW COM 166764100 77,039 616,759 SH   SOLE   187,634 0 429,125
CVS CAREMARK CORPORATION COM 126650100 106,076 1,482,135 SH   SOLE   451,862 0 1,030,273
DISNEY WALT CO COM DISNEY 254687106 1,121 14,675 SH   SOLE   0 0 14,675
DOLLAR GEN CORP NEW COM 256677105 91,732 1,520,756 SH   SOLE   476,126 0 1,044,630
DU PONT E I DE NEMOURS & CO COM 263534109 1,169 18,000 SH   SOLE   0 0 18,000
GENERAL ELECTRIC CO COM 369604103 1,090 38,890 SH   SOLE   0 0 38,890
HALLIBURTON CO COM 406216101 98,923 1,949,230 SH   SOLE   604,660 0 1,344,570
INTERNATIONAL BUSINESS MACHS COM 459200101 96,887 516,538 SH   SOLE   159,885 0 356,653
JOHNSON & JOHNSON COM 478160104 34,276 374,236 SH   SOLE   99,186 0 275,050
MARKEL CORP COM 570535104 51,169 88,170 SH   SOLE   27,726 0 60,444
MCDONALDS CORP COM 580135101 645 6,648 SH   SOLE   0 0 6,648
MCKESSON CORP COM 58155Q103 93,967 582,197 SH   SOLE   173,235 0 408,962
MICROSOFT CORP COM 594918104 104,242 2,786,482 SH   SOLE   836,504 0 1,949,978
MURPHY USA INC COM 626755102 45,588 1,096,925 SH   SOLE   353,941 0 742,984
NCR CORP NEW COM 62886e108 95,489 2,803,548 SH   SOLE   884,920 0 1,918,628
NOVARTIS A G SPONSORED ADR 66987V109 95,327 1,185,951 SH   SOLE   367,680 0 818,271
OIL STS INTL INC COM 678026105 48,604 477,817 SH   SOLE   148,408 0 329,409
ORACLE CORP COM 68389X105 93,324 2,439,208 SH   SOLE   760,588 0 1,678,620
SANOFI SPONSORED ADR 80105N105 94,299 1,758,332 SH   SOLE   542,639 0 1,215,693
SCHLUMBERGER LTD COM 806857108 1,117 12,400 SH   SOLE   0 0 12,400
SPROTT RESOURCE CORP COM 85207D103 103 47,739 SH   SOLE   0 0 47,739
SUNCOR ENERGY INC NEW COM 867224107 522 14,880 SH   SOLE   0 0 14,880
THERMO FISHER SCIENTIFIC INC COM 883556102 31,938 286,823 SH   SOLE   84,659 0 202,164
TOTAL S A SPONSORED ADR 89151E109 49,621 809,882 SH   SOLE   258,577 0 551,305
WISDOMTREE TR JAPN HEDGE EQT 97717w851 442 8,685 SH   SOLE   8,685 0 0