The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 21st Century Fox - A | COM | 90130a101 | 86,792 | 2,513,528 | SH | SOLE | 2,297,915 | 0 | 215,613 | ||
| 21st Century Fox - B | COM | 90130a200 | 401,942 | 11,780,232 | SH | SOLE | 10,717,904 | 0 | 1,062,328 | ||
| Accenture Plc. | COM | g1151c101 | 976,546 | 6,378,899 | SH | SOLE | 6,025,611 | 0 | 353,288 | ||
| Allscripts Healthcare | COM | 01988P108 | 97,705 | 6,715,086 | SH | SOLE | 5,805,611 | 0 | 909,475 | ||
| Anixter Int'l. | COM | 035290105 | 85,257 | 1,121,801 | SH | SOLE | 965,616 | 0 | 156,185 | ||
| Applied Ind. Tech. | COM | 03820c105 | 47,404 | 696,089 | SH | SOLE | 604,039 | 0 | 92,050 | ||
| Argo Group Int'l. | COM | G0464B107 | 31,258 | 507,025 | SH | SOLE | 437,350 | 0 | 69,675 | ||
| Armstrong World Ind. | COM | 04247x102 | 124,354 | 2,053,738 | SH | SOLE | 1,771,588 | 0 | 282,150 | ||
| Arrow Electronics Inc. | COM | 042735100 | 84,053 | 1,045,307 | SH | SOLE | 887,207 | 0 | 158,100 | ||
| Avery Dennison Corp. | COM | 053611109 | 81,429 | 708,938 | SH | SOLE | 608,808 | 0 | 100,130 | ||
| Bank of NY Mellon | COM | 064058100 | 433,270 | 8,044,373 | SH | SOLE | 7,326,347 | 0 | 718,026 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 724,095 | 3,652,986 | SH | SOLE | 3,313,434 | 0 | 339,552 | ||
| Broadridge Financial | COM | 11133t103 | 93,976 | 1,037,492 | SH | SOLE | 888,562 | 0 | 148,930 | ||
| Cable One Inc. | COM | 12685j105 | 52,926 | 75,248 | SH | SOLE | 64,175 | 0 | 11,073 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 102,400 | 901,014 | SH | SOLE | 770,914 | 0 | 130,100 | ||
| Cars.com Inc. | COM | 14575E105 | 46,080 | 1,597,780 | SH | SOLE | 1,384,855 | 0 | 212,925 | ||
| CenturyLink Inc. | COM | 156700106 | 291,283 | 17,463,009 | SH | SOLE | 15,886,886 | 0 | 1,576,123 | ||
| Cerner Corporation | COM | 156782104 | 467,170 | 6,932,334 | SH | SOLE | 6,311,793 | 0 | 620,541 | ||
| Comcast Corp. | COM | 20030n101 | 648,134 | 16,183,117 | SH | SOLE | 14,730,741 | 0 | 1,452,376 | ||
| Dollar General Corp | COM | 256677105 | 630,518 | 6,779,038 | SH | SOLE | 6,127,869 | 0 | 651,169 | ||
| Ebay Inc. | COM | 278642103 | 500,429 | 13,259,904 | SH | SOLE | 12,064,332 | 0 | 1,195,572 | ||
| ePlus Inc. | COM | 294268107 | 41,534 | 552,319 | SH | SOLE | 477,256 | 0 | 75,063 | ||
| Expeditors Int'l. | COM | 302130109 | 365,938 | 5,656,793 | SH | SOLE | 5,085,196 | 0 | 571,597 | ||
| Factset Research Sys. | COM | 303075105 | 47,620 | 247,045 | SH | SOLE | 212,335 | 0 | 34,710 | ||
| Fairfax Financial | COM | 303901102 | 3,553 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767d105 | 152,173 | 2,256,092 | SH | SOLE | 1,946,297 | 0 | 309,795 | ||
| Genpact Ltd. | COM | g3922b107 | 143,203 | 4,511,750 | SH | SOLE | 3,890,075 | 0 | 621,675 | ||
| Graham Holdings Co. | COM | 384637104 | 106,244 | 190,282 | SH | SOLE | 164,320 | 0 | 25,962 | ||
| Greenlight Capital | COM | g4095j109 | 32,383 | 1,611,109 | SH | SOLE | 1,375,794 | 0 | 235,315 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 631,889 | 4,120,299 | SH | SOLE | 3,755,062 | 0 | 365,237 | ||
| Howard Hughes Corp. | COM | 44267d107 | 52,597 | 400,675 | SH | SOLE | 343,675 | 0 | 57,000 | ||
| Interpublic Group | COM | 460690100 | 100,249 | 4,972,668 | SH | SOLE | 4,274,718 | 0 | 697,950 | ||
| iShares S&P 500 | COM | 464287200 | 14,629 | 54,415 | SH | SOLE | 48,695 | 0 | 5,720 | ||
| iShares S&P 600 | COM | 464287804 | 261 | 3,400 | SH | SOLE | 1,425 | 0 | 1,975 | ||
| JPMorgan Chase | COM | 46625h100 | 553,676 | 5,177,441 | SH | SOLE | 4,709,882 | 0 | 467,559 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 62,529 | 3,604,000 | SH | SOLE | 3,096,850 | 0 | 507,150 | ||
| Liberty Latin America | COM | G9001E128 | 84,065 | 4,226,500 | SH | SOLE | 4,226,500 | 0 | 0 | ||
| Manpowergroup Inc. | COM | 56418H100 | 112,124 | 889,098 | SH | SOLE | 758,223 | 0 | 130,875 | ||
| MEDNAX Inc. | COM | 58502b106 | 100,368 | 1,878,148 | SH | SOLE | 1,682,698 | 0 | 195,450 | ||
| Microsoft Corp. | COM | 594918104 | 327,686 | 3,830,794 | SH | SOLE | 3,489,170 | 0 | 341,624 | ||
| MSC Industrial Direct | COM | 553530106 | 48,323 | 499,926 | SH | SOLE | 430,766 | 0 | 69,160 | ||
| Nestle SA ADR | COM | 641069406 | 392,836 | 4,569,449 | SH | SOLE | 4,168,066 | 0 | 401,383 | ||
| Omnicom Group | COM | 681919106 | 371,317 | 5,098,412 | SH | SOLE | 4,637,412 | 0 | 461,000 | ||
| Oracle Corp. | COM | 68389x105 | 316,818 | 6,700,881 | SH | SOLE | 6,039,261 | 0 | 661,620 | ||
| Paccar Inc. | COM | 693718108 | 431,517 | 6,070,863 | SH | SOLE | 5,529,573 | 0 | 541,290 | ||
| Penske Automotive | COM | 70959w103 | 84,690 | 1,769,910 | SH | SOLE | 1,514,910 | 0 | 255,000 | ||
| Potash Corp. | COM | 73755l107 | 711,268 | 34,443,955 | SH | SOLE | 32,579,037 | 0 | 1,864,918 | ||
| Progressive Corp. | COM | 743315103 | 558,566 | 9,917,717 | SH | SOLE | 9,032,748 | 0 | 884,969 | ||
| Quest Diagnostics | COM | 74834l100 | 204,824 | 2,079,646 | SH | SOLE | 1,891,436 | 0 | 188,210 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 115,371 | 2,077,258 | SH | SOLE | 1,795,958 | 0 | 281,300 | ||
| Ryder System Inc. | COM | 783549108 | 97,205 | 1,154,864 | SH | SOLE | 994,159 | 0 | 160,705 | ||
| Schlumberger Ltd. | COM | 806857108 | 673,134 | 9,988,633 | SH | SOLE | 9,368,743 | 0 | 619,890 | ||
| Spdr Tr Unit Ser 1 | COM | 78462F103 | 3,292 | 12,335 | SH | SOLE | 12,335 | 0 | 0 | ||
| Stanley Black & Deck | COM | 854502101 | 516,118 | 3,041,536 | SH | SOLE | 2,768,100 | 0 | 273,436 | ||
| TE Connectivity Ltd. | COM | H84989104 | 732,449 | 7,706,749 | SH | SOLE | 7,267,123 | 0 | 439,626 | ||
| TJX Companies Inc. | COM | 872540109 | 597,702 | 7,817,179 | SH | SOLE | 7,114,174 | 0 | 703,005 | ||
| TriMas Corp. | COM | 896215209 | 77,993 | 2,915,637 | SH | SOLE | 2,502,237 | 0 | 413,400 | ||
| Trinity Industries | COM | 896522109 | 13,273 | 354,325 | SH | SOLE | 312,750 | 0 | 41,575 | ||
| Unilever PLC ADR | COM | 904767704 | 252,677 | 4,565,909 | SH | SOLE | 4,144,973 | 0 | 420,936 | ||
| UnitedHealth Group | COM | 91324P102 | 698,113 | 3,166,619 | SH | SOLE | 2,892,625 | 0 | 273,994 | ||
| Valmont Industries | COM | 920253101 | 53,934 | 325,200 | SH | SOLE | 281,050 | 0 | 44,150 | ||
| ViaSat Inc. | COM | 92552v100 | 68,037 | 908,975 | SH | SOLE | 780,900 | 0 | 128,075 | ||
| W.R. Berkley Corp. | COM | 084423102 | 70,907 | 989,635 | SH | SOLE | 851,760 | 0 | 137,875 | ||
| White Mountains Ins. | COM | g9618e107 | 97,386 | 114,399 | SH | SOLE | 98,578 | 0 | 15,821 | ||
| Woodward Inc. | COM | 980745103 | 100,411 | 1,311,881 | SH | SOLE | 1,134,235 | 0 | 177,646 | ||
| Zions Bancorporation | COM | 989701107 | 43,834 | 862,356 | SH | SOLE | 734,941 | 0 | 127,415 | ||