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 |
58.com Inc ADR | COM | 31680q104 | 167,584 | 3,011,396 | SH | SOLE | 3,011,396 | 0 | 0 | ||
Affiliated Managers Group Inc | COM | 008252108 | 2,804 | 17,268 | SH | SOLE | 17,268 | 0 | 0 | ||
Align Technology Inc. | COM | 016255101 | 3,957 | 54,433 | SH | SOLE | 54,433 | 0 | 0 | ||
Allergan PLC | COM | g0177j108 | 274,880 | 1,025,555 | SH | SOLE | 1,025,555 | 0 | 0 | ||
Alphabet Inc Cl A | COM | 02079K305 | 322,402 | 422,601 | SH | SOLE | 422,601 | 0 | 0 | ||
Alphabet Inc. Cl C | COM | 02079K107 | 357,327 | 479,665 | SH | SOLE | 479,665 | 0 | 0 | ||
Altria Group Inc | COM | 02209S103 | 4,780 | 76,284 | SH | SOLE | 76,284 | 0 | 0 | ||
American Electric Power | COM | 025537101 | 1,028 | 15,485 | SH | SOLE | 15,485 | 0 | 0 | ||
American Express | COM | 025816109 | 78,409 | 1,277,020 | SH | SOLE | 1,277,020 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 1,171 | 10,746 | SH | SOLE | 10,746 | 0 | 0 | ||
Applied Materials | COM | 038222105 | 289 | 13,632 | SH | SOLE | 13,632 | 0 | 0 | ||
Arch Capital Group Ltd | COM | g0450a105 | 675 | 9,488 | SH | SOLE | 9,488 | 0 | 0 | ||
AT&T Inc | COM | 00206r102 | 3,529 | 90,085 | SH | SOLE | 90,085 | 0 | 0 | ||
Athenahealth Inc. | COM | 04685w103 | 27,756 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Autohome Inc ADR | COM | 05278c107 | 2,809 | 100,550 | SH | SOLE | 100,550 | 0 | 0 | ||
Automatic Data Processing | COM | 053015103 | 420 | 4,678 | SH | SOLE | 4,678 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 146 | 10,807 | SH | SOLE | 10,807 | 0 | 0 | ||
Bed Bath & Beyond Inc | COM | 075896100 | 298 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
Berkshire Hathaway - Cl A | COM | 084670108 | 1,832,682 | 8,586 | SH | SOLE | 8,586 | 0 | 0 | ||
Berkshire Hathaway - Cl B | COM | 084670702 | 672,195 | 4,737,770 | SH | SOLE | 4,737,770 | 0 | 0 | ||
Brown & Brown Inc. | COM | 115236101 | 48,574 | 1,356,829 | SH | SOLE | 1,356,829 | 0 | 0 | ||
Cabelas Inc. Cl A | COM | 126804301 | 127,385 | 2,616,239 | SH | SOLE | 2,616,239 | 0 | 0 | ||
Cable One Inc. | COM | 12685J105 | 1,411 | 3,228 | SH | SOLE | 3,228 | 0 | 0 | ||
Canadian Natural Resources | COM | 136385101 | 18,630 | 689,985 | SH | SOLE | 689,985 | 0 | 0 | ||
Caterpillar | COM | 149123101 | 5,232 | 68,356 | SH | SOLE | 68,356 | 0 | 0 | ||
ChevronTexaco Corp | COM | 166764100 | 411 | 4,305 | SH | SOLE | 4,305 | 0 | 0 | ||
Chipotle Mexican Grill Inc | COM | 169656105 | 44,215 | 93,880 | SH | SOLE | 93,880 | 0 | 0 | ||
Coca Cola Co. | COM | 191216100 | 11,060 | 238,417 | SH | SOLE | 238,417 | 0 | 0 | ||
Colfax Corp | COM | 194014106 | 14,335 | 501,400 | SH | SOLE | 501,400 | 0 | 0 | ||
Colgate Palmolive Co. | COM | 194162103 | 262 | 3,715 | SH | SOLE | 3,715 | 0 | 0 | ||
Comcast Corp. Cl A | COM | 20030n101 | 521 | 8,532 | SH | SOLE | 8,532 | 0 | 0 | ||
Consolidated Edison Inc. | COM | 209111103 | 228 | 2,974 | SH | SOLE | 2,974 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160k105 | 109,231 | 693,177 | SH | SOLE | 693,177 | 0 | 0 | ||
Cresud SACIFYA Spon ADR Repstg | COM | 226406106 | 7,125 | 612,147 | SH | SOLE | 612,147 | 0 | 0 | ||
CVS Corp. | COM | 126650100 | 1,658 | 15,981 | SH | SOLE | 15,981 | 0 | 0 | ||
Danaher Corp. | COM | 235851102 | 130,773 | 1,378,586 | SH | SOLE | 1,378,586 | 0 | 0 | ||
Demandware Inc. | COM | 24802Y105 | 9,115 | 233,130 | SH | SOLE | 233,130 | 0 | 0 | ||
Dentsply Sirona Inc. | COM | 24906P109 | 298,494 | 4,843,324 | SH | SOLE | 4,843,324 | 0 | 0 | ||
Disney Walt | COM | 254687106 | 2,551 | 25,686 | SH | SOLE | 25,686 | 0 | 0 | ||
Du Pont E I De Nemours & Co. | COM | 263534109 | 248 | 3,912 | SH | SOLE | 3,912 | 0 | 0 | ||
Edison International | COM | 281020107 | 3,084 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
Emcor Group Inc | COM | 29084q100 | 74,007 | 1,522,781 | SH | SOLE | 1,522,781 | 0 | 0 | ||
Emerson Electric | COM | 291011104 | 242 | 4,443 | SH | SOLE | 4,443 | 0 | 0 | ||
Expeditors Int'l of Wash. Inc. | COM | 302130109 | 2,455 | 50,289 | SH | SOLE | 50,289 | 0 | 0 | ||
Exxon Mobil Corp | COM | 30231g103 | 6,496 | 77,716 | SH | SOLE | 77,716 | 0 | 0 | ||
Fastenal Co | COM | 311900104 | 902,196 | 18,412,172 | SH | SOLE | 18,412,172 | 0 | 0 | ||
Federal Home Loan Mortgage Cor | COM | 313400301 | 2,010 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
Federal National Mortgage Assn | COM | 313586109 | 2,313 | 1,651,820 | SH | SOLE | 1,651,820 | 0 | 0 | ||
Fifth Third Bancorp | COM | 316773100 | 1,867 | 111,881 | SH | SOLE | 111,881 | 0 | 0 | ||
General Electric | COM | 369604103 | 6,790 | 213,603 | SH | SOLE | 213,603 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141g104 | 111,180 | 708,242 | SH | SOLE | 708,242 | 0 | 0 | ||
Graham Holdings Co. | COM | 384637104 | 1,549 | 3,228 | SH | SOLE | 3,228 | 0 | 0 | ||
HDFC Bank Ltd ADR Repstg 3 Shs | COM | 40415f101 | 989 | 16,047 | SH | SOLE | 16,047 | 0 | 0 | ||
Heartland Express | COM | 422347104 | 1,875 | 101,057 | SH | SOLE | 101,057 | 0 | 0 | ||
Home Depot | COM | 437076102 | 3,523 | 26,403 | SH | SOLE | 26,403 | 0 | 0 | ||
IAC Interactivecorp | COM | 44919P508 | 56,740 | 1,205,190 | SH | SOLE | 1,205,190 | 0 | 0 | ||
IBM | COM | 459200101 | 112,413 | 742,244 | SH | SOLE | 742,244 | 0 | 0 | ||
Idexx Laboratories Corp. | COM | 45168D104 | 600,572 | 7,668,176 | SH | SOLE | 7,668,176 | 0 | 0 | ||
Interactive Brokers Group Inc | COM | 45841n107 | 39,396 | 1,001,923 | SH | SOLE | 1,001,923 | 0 | 0 | ||
Jacobs Engineering Group Inc | COM | 469814107 | 248,816 | 5,713,337 | SH | SOLE | 5,713,337 | 0 | 0 | ||
JD.com | COM | 47215P106 | 45,925 | 1,733,000 | SH | SOLE | 1,733,000 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 1,507 | 13,925 | SH | SOLE | 13,925 | 0 | 0 | ||
JP Morgan Chase & Co. | COM | 46625h100 | 1,103 | 18,625 | SH | SOLE | 18,625 | 0 | 0 | ||
Kraft Heinz Co. | COM | 500754106 | 1,359 | 17,301 | SH | SOLE | 17,301 | 0 | 0 | ||
Lennox International Inc. | COM | 526107107 | 1,479 | 10,938 | SH | SOLE | 10,938 | 0 | 0 | ||
Leucadia Nat'l | COM | 527288104 | 266 | 16,471 | SH | SOLE | 16,471 | 0 | 0 | ||
Liberty Global PLC Shrs CL A | COM | g5480u104 | 6,278 | 163,073 | SH | SOLE | 163,073 | 0 | 0 | ||
Liberty Lilac Group CL C | COM | g5480u153 | 3,225 | 85,150 | SH | SOLE | 85,150 | 0 | 0 | ||
Linear Technology Group | COM | 535678106 | 4,942 | 110,899 | SH | SOLE | 110,899 | 0 | 0 | ||
Linkedin Corp Cl A | COM | 53578a108 | 3,593 | 31,425 | SH | SOLE | 31,425 | 0 | 0 | ||
LKQ Corp. | COM | 501889208 | 5,173 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
Lockheed Martin Corp. | COM | 539830109 | 528 | 2,385 | SH | SOLE | 2,385 | 0 | 0 | ||
Lowe's Companies Inc. | COM | 548661107 | 696 | 9,194 | SH | SOLE | 9,194 | 0 | 0 | ||
Makemytrip Ltd | COM | v5633w109 | 50,902 | 2,813,802 | SH | SOLE | 2,813,802 | 0 | 0 | ||
Mastercard Inc | COM | 57636q104 | 489,789 | 5,182,954 | SH | SOLE | 5,182,954 | 0 | 0 | ||
Match Group Inc. | COM | 57665r106 | 7,756 | 701,250 | SH | SOLE | 701,250 | 0 | 0 | ||
McDonalds | COM | 580135101 | 8,577 | 68,246 | SH | SOLE | 68,246 | 0 | 0 | ||
McGraw Hill | COM | 580645109 | 380 | 3,840 | SH | SOLE | 3,840 | 0 | 0 | ||
Medtronic PLC | COM | G5960L103 | 292 | 3,895 | SH | SOLE | 3,895 | 0 | 0 | ||
Merck & Co. | COM | 58933y105 | 259 | 4,894 | SH | SOLE | 4,894 | 0 | 0 | ||
Microsoft | COM | 594918104 | 3,198 | 57,904 | SH | SOLE | 57,904 | 0 | 0 | ||
Mohawk Industries | COM | 608190104 | 500,565 | 2,622,133 | SH | SOLE | 2,622,133 | 0 | 0 | ||
Mondelez International | COM | 50075n104 | 2,162 | 53,882 | SH | SOLE | 53,882 | 0 | 0 | ||
Monsanto Co | COM | 61166w101 | 51,549 | 587,518 | SH | SOLE | 587,518 | 0 | 0 | ||
Novo Nordisk A/S ADR | COM | 670100205 | 5,285 | 97,525 | SH | SOLE | 97,525 | 0 | 0 | ||
O Reilly Automotive Inc | COM | 67103h107 | 790,985 | 2,890,395 | SH | SOLE | 2,890,395 | 0 | 0 | ||
Och Ziff Capital Management Gr | COM | 67551U105 | 3,263 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
Omnicom Group | COM | 681919106 | 223,607 | 2,686,613 | SH | SOLE | 2,686,613 | 0 | 0 | ||
PepsiCo | COM | 713448108 | 4,568 | 44,578 | SH | SOLE | 44,578 | 0 | 0 | ||
Perrigo Co PLC | COM | G97822103 | 187,032 | 1,461,985 | SH | SOLE | 1,461,985 | 0 | 0 | ||
Pfizer | COM | 717081103 | 369 | 12,442 | SH | SOLE | 12,442 | 0 | 0 | ||
Philip Morris Intl Inc. | COM | 718172109 | 8,817 | 89,869 | SH | SOLE | 89,869 | 0 | 0 | ||
Pioneer Natural Resources Co. | COM | 723787107 | 394 | 2,802 | SH | SOLE | 2,802 | 0 | 0 | ||
Praxair | COM | 74005P104 | 198,427 | 1,733,744 | SH | SOLE | 1,733,744 | 0 | 0 | ||
Price T Rowe Group Inc | COM | 74144t108 | 201 | 2,740 | SH | SOLE | 2,740 | 0 | 0 | ||
Primerica Inc | COM | 74164M108 | 128,360 | 2,882,551 | SH | SOLE | 2,882,551 | 0 | 0 | ||
Procter & Gamble | COM | 742718109 | 8,051 | 97,819 | SH | SOLE | 97,819 | 0 | 0 | ||
Progressive Corp. Ohio | COM | 743315103 | 1,750 | 49,798 | SH | SOLE | 49,798 | 0 | 0 | ||
Public Storage Inc. | COM | 74460d109 | 687 | 2,492 | SH | SOLE | 2,492 | 0 | 0 | ||
Range Resources Corp | COM | 75281a109 | 191,354 | 5,909,630 | SH | SOLE | 5,909,630 | 0 | 0 | ||
Resource America Inc - (RESTRI | COM | 761195205 | 1,697 | 294,117 | SH | SOLE | 294,117 | 0 | 0 | ||
Resource America Inc Cl A | COM | 761195205 | 3,480 | 603,180 | SH | SOLE | 603,180 | 0 | 0 | ||
Robert Half Internat'l | COM | 770323103 | 326 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Roper Industries Inc New | COM | 776696106 | 299 | 1,635 | SH | SOLE | 1,635 | 0 | 0 | ||
Royal Dutch Shell PLC Spon ADR | COM | 780259206 | 865 | 17,848 | SH | SOLE | 17,848 | 0 | 0 | ||
Ryanair Holdings PLC ADR | COM | 783513104 | 465 | 5,422 | SH | SOLE | 5,422 | 0 | 0 | ||
Schlumberger Ltd | COM | 806857108 | 2,634 | 35,713 | SH | SOLE | 35,713 | 0 | 0 | ||
Sherwin Williams Co. | COM | 824348106 | 684 | 2,402 | SH | SOLE | 2,402 | 0 | 0 | ||
Soufun Holdings LTD ADR | COM | 836034108 | 6,041 | 1,008,500 | SH | SOLE | 1,008,500 | 0 | 0 | ||
Stericycle Inc. | COM | 858912108 | 379 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
Suntrust Banks | COM | 867914103 | 1,115 | 30,906 | SH | SOLE | 30,906 | 0 | 0 | ||
Third Point Reinsurance LTD | COM | g8827u100 | 34,449 | 3,029,800 | SH | SOLE | 3,029,800 | 0 | 0 | ||
Tiffany & Co | COM | 886547108 | 152,330 | 2,075,900 | SH | SOLE | 2,075,900 | 0 | 0 | ||
Time Warner Cable Inc. | COM | 88732j207 | 6,920 | 33,817 | SH | SOLE | 33,817 | 0 | 0 | ||
Time Warner Inc | COM | 887317303 | 11,193 | 154,280 | SH | SOLE | 154,280 | 0 | 0 | ||
TJX Cos - New | COM | 872540109 | 1,267,989 | 16,183,648 | SH | SOLE | 16,183,648 | 0 | 0 | ||
Trimble Navigation Ltd. | COM | 896239100 | 76,689 | 3,092,288 | SH | SOLE | 3,092,288 | 0 | 0 | ||
U.S. Bancorp New - Del. | COM | 902973304 | 855 | 21,064 | SH | SOLE | 21,064 | 0 | 0 | ||
Union Pacific | COM | 907818108 | 5,205 | 65,426 | SH | SOLE | 65,426 | 0 | 0 | ||
Valeant Pharmaceuticals Intern | COM | 91911k102 | 797,112 | 30,308,449 | SH | SOLE | 30,308,449 | 0 | 0 | ||
Verisk Analytics Class A | COM | 92345Y106 | 4,453 | 55,719 | SH | SOLE | 55,719 | 0 | 0 | ||
Verizon Communications | COM | 92343v104 | 223 | 4,121 | SH | SOLE | 4,121 | 0 | 0 | ||
Vipshop Hldgs Ltd ADR | COM | 92763w103 | 15,842 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
Visa Inc Class A | COM | 92826C839 | 242,964 | 3,176,837 | SH | SOLE | 3,176,837 | 0 | 0 | ||
Wal-Mart Stores | COM | 931142103 | 134,882 | 1,969,373 | SH | SOLE | 1,969,373 | 0 | 0 | ||
Waters Corp | COM | 941848103 | 253,384 | 1,920,738 | SH | SOLE | 1,920,738 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 4,464 | 92,300 | SH | SOLE | 92,300 | 0 | 0 | ||
West Pharmaceutical Svcs Inc C | COM | 955306105 | 36,993 | 533,650 | SH | SOLE | 533,650 | 0 | 0 | ||
Woodward Inc | COM | 980745103 | 541 | 10,401 | SH | SOLE | 10,401 | 0 | 0 | ||
WPP PLC New ADR | COM | 92937a102 | 331 | 2,840 | SH | SOLE | 2,840 | 0 | 0 | ||
Yandex NV Shs | COM | n97284108 | 55,205 | 3,603,475 | SH | SOLE | 3,603,475 | 0 | 0 | ||
Yelp Inc. | COM | 985817105 | 11,735 | 590,300 | SH | SOLE | 590,300 | 0 | 0 | ||
Zoetis Inc. | COM | 98978v103 | 5,620 | 126,783 | SH | SOLE | 126,783 | 0 | 0 | ||
JP Morgan Chase & Co Exp 10/28 | WAR | 46634e114 | 24,780 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 |