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 |
| Accenture Plc. | COM | g1151c101 | 616,061 | 3,334,202 | SH | SOLE | 3,125,258 | 0 | 208,944 | ||
| Argo Group Int'l. | COM | G0464B107 | 64,487 | 870,858 | SH | SOLE | 757,095 | 0 | 113,763 | ||
| Armstrong World Ind. | COM | 04247x102 | 62,056 | 638,440 | SH | SOLE | 554,560 | 0 | 83,880 | ||
| Arrow Electronics Inc. | COM | 042735100 | 48,832 | 685,164 | SH | SOLE | 586,574 | 0 | 98,590 | ||
| Avery Dennison Corp. | COM | 053611109 | 181,668 | 1,570,436 | SH | SOLE | 1,362,921 | 0 | 207,515 | ||
| Bank of NY Mellon | COM | 064058100 | 295,558 | 6,694,396 | SH | SOLE | 6,071,051 | 0 | 623,345 | ||
| Berkshire Hath. Cl B | COM | 084670702 | 637,835 | 2,992,144 | SH | SOLE | 2,700,764 | 0 | 291,380 | ||
| Booking Holdings Inc | COM | 09857l108 | 277,285 | 147,908 | SH | SOLE | 138,359 | 0 | 9,549 | ||
| Cable One Inc. | COM | 12685j105 | 33,765 | 28,835 | SH | SOLE | 25,014 | 0 | 3,821 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 160,219 | 1,141,081 | SH | SOLE | 984,356 | 0 | 156,725 | ||
| Cars.com Inc. | COM | 14575E105 | 35,022 | 1,775,970 | SH | SOLE | 1,538,145 | 0 | 237,825 | ||
| Cerner Corporation | COM | 156782104 | 414,401 | 5,653,491 | SH | SOLE | 5,085,181 | 0 | 568,310 | ||
| Chubb Corp | COM | H1467J104 | 604,876 | 4,106,698 | SH | SOLE | 3,849,618 | 0 | 257,080 | ||
| Dollar General Corp | COM | 256677105 | 537,901 | 3,979,735 | SH | SOLE | 3,609,708 | 0 | 370,027 | ||
| Dollar Tree | COM | 256746108 | 462,361 | 4,305,437 | SH | SOLE | 3,907,377 | 0 | 398,060 | ||
| Donaldson Co. Inc. | COM | 257651109 | 51,101 | 1,004,748 | SH | SOLE | 873,213 | 0 | 131,535 | ||
| Ebay Inc. | COM | 278642103 | 476,268 | 12,057,422 | SH | SOLE | 10,934,048 | 0 | 1,123,374 | ||
| EnPro Industries, Inc. | COM | 29355X107 | 45,614 | 714,510 | SH | SOLE | 620,765 | 0 | 93,745 | ||
| ePlus Inc. | COM | 294268107 | 60,234 | 873,721 | SH | SOLE | 757,888 | 0 | 115,833 | ||
| Expeditors Int'l. | COM | 302130109 | 455,583 | 6,005,576 | SH | SOLE | 5,521,571 | 0 | 484,005 | ||
| Fairfax Financial | COM | 303901102 | 3,967 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| FirstCash Inc. | COM | 33767D105 | 123,524 | 1,234,992 | SH | SOLE | 1,070,187 | 0 | 164,805 | ||
| Fox Corp. Cl A | COM | 35137L105 | 141,290 | 3,856,167 | SH | SOLE | 3,483,530 | 0 | 372,637 | ||
| Fox Corp. Cl B | COM | 35137L204 | 154,324 | 4,224,594 | SH | SOLE | 3,839,919 | 0 | 384,675 | ||
| Franklin Resources | COM | 354613101 | 148,292 | 4,261,255 | SH | SOLE | 3,889,412 | 0 | 371,843 | ||
| Genpact Ltd. | COM | G3922B107 | 173,021 | 4,542,417 | SH | SOLE | 3,940,567 | 0 | 601,850 | ||
| Graham Holdings Co. | COM | 384637104 | 140,572 | 203,719 | SH | SOLE | 175,922 | 0 | 27,797 | ||
| Grupo Televisa SA | COM | 40049J206 | 65,937 | 7,812,500 | SH | SOLE | 7,812,500 | 0 | 0 | ||
| HD Supply Holdings | COM | 40416M105 | 264,175 | 6,558,458 | SH | SOLE | 5,857,698 | 0 | 700,760 | ||
| Honeywell Int'l. Inc. | COM | 438516106 | 600,223 | 3,437,899 | SH | SOLE | 3,117,994 | 0 | 319,905 | ||
| Howard Hughes Corp. | COM | 44267D107 | 84,993 | 686,314 | SH | SOLE | 594,659 | 0 | 91,655 | ||
| Interpublic Group | COM | 460690100 | 110,065 | 4,872,268 | SH | SOLE | 4,209,603 | 0 | 662,665 | ||
| JPMorgan Chase | COM | 46625H100 | 483,655 | 4,326,071 | SH | SOLE | 3,921,776 | 0 | 404,295 | ||
| Kennedy-Wilson Hld. | COM | 489398107 | 85,762 | 4,169,293 | SH | SOLE | 3,619,848 | 0 | 549,445 | ||
| Manpowergroup Inc. | COM | 56418H100 | 105,378 | 1,090,869 | SH | SOLE | 951,744 | 0 | 139,125 | ||
| Masco Corp | COM | 574599106 | 476,502 | 12,143,264 | SH | SOLE | 11,019,739 | 0 | 1,123,525 | ||
| Millicom International | COM | L6388F110 | 157,288 | 2,815,500 | SH | SOLE | 2,815,500 | 0 | 0 | ||
| MSC Industrial Direct | COM | 553530106 | 49,848 | 671,263 | SH | SOLE | 583,728 | 0 | 87,535 | ||
| Nestle SA ADR | COM | 641069406 | 409,356 | 3,958,953 | SH | SOLE | 3,579,204 | 0 | 379,749 | ||
| Nutrien Ltd. | COM | 67077M108 | 541,410 | 10,127,392 | SH | SOLE | 9,527,557 | 0 | 599,835 | ||
| Omnicom Group | COM | 681919106 | 416,814 | 5,086,196 | SH | SOLE | 4,604,021 | 0 | 482,175 | ||
| Paccar Inc. | COM | 693718108 | 285,600 | 3,985,487 | SH | SOLE | 3,615,197 | 0 | 370,290 | ||
| Penske Automotive | COM | 70959W103 | 66,719 | 1,410,540 | SH | SOLE | 1,218,910 | 0 | 191,630 | ||
| PepsiCo Inc. | COM | 713448108 | 387,136 | 2,952,306 | SH | SOLE | 2,656,970 | 0 | 295,336 | ||
| Phibro Animal Health | COM | 71742Q106 | 34,102 | 1,073,390 | SH | SOLE | 930,055 | 0 | 143,335 | ||
| PPG Industries Inc | COM | 693506107 | 293,541 | 2,515,135 | SH | SOLE | 2,278,292 | 0 | 236,843 | ||
| Quest Diagnostics | COM | 74834L100 | 446,847 | 4,389,025 | SH | SOLE | 3,975,848 | 0 | 413,177 | ||
| Robert Half Int'l. Inc. | COM | 770323103 | 48,321 | 847,584 | SH | SOLE | 735,679 | 0 | 111,905 | ||
| Ryder System Inc. | COM | 783549108 | 80,767 | 1,385,374 | SH | SOLE | 1,206,219 | 0 | 179,155 | ||
| Schlumberger Ltd. | COM | 806857108 | 447,094 | 11,250,480 | SH | SOLE | 10,588,548 | 0 | 661,932 | ||
| Smith & Nephew PLC | COM | 83175M205 | 366,650 | 8,420,997 | SH | SOLE | 7,639,582 | 0 | 781,415 | ||
| Stanley Black & Deck. | COM | 854502101 | 233,787 | 1,616,673 | SH | SOLE | 1,447,573 | 0 | 169,100 | ||
| TE Connectivity Ltd. | COM | H84989104 | 471,143 | 4,919,009 | SH | SOLE | 4,613,852 | 0 | 305,157 | ||
| TJX Companies Inc. | COM | 872540109 | 386,432 | 7,307,711 | SH | SOLE | 6,606,456 | 0 | 701,255 | ||
| TriMas Corp. | COM | 896215209 | 93,996 | 3,035,065 | SH | SOLE | 2,637,785 | 0 | 397,280 | ||
| Trinity Industries | COM | 896522109 | 65,451 | 3,154,286 | SH | SOLE | 2,748,741 | 0 | 405,545 | ||
| Unilever PLC ADR | COM | 904767704 | 426,591 | 6,883,831 | SH | SOLE | 6,257,907 | 0 | 625,924 | ||
| UnitedHealth Group | COM | 91324P102 | 549,998 | 2,253,996 | SH | SOLE | 2,038,020 | 0 | 215,976 | ||
| Valmont Industries | COM | 920253101 | 59,598 | 469,979 | SH | SOLE | 410,147 | 0 | 59,832 | ||
| ViaSat Inc. | COM | 92552V100 | 84,591 | 1,046,661 | SH | SOLE | 908,411 | 0 | 138,250 | ||
| W.R. Berkley Corp. | COM | 084423102 | 123,310 | 1,870,322 | SH | SOLE | 1,627,010 | 0 | 243,311 | ||
| WABCO Holdings Inc. | COM | 92927k102 | 64,904 | 489,475 | SH | SOLE | 425,535 | 0 | 63,940 | ||
| Watsco Inc. | COM | 942622200 | 46,056 | 281,638 | SH | SOLE | 245,258 | 0 | 36,380 | ||
| White Mountains Ins. | COM | G9618E107 | 121,673 | 119,117 | SH | SOLE | 103,598 | 0 | 15,519 | ||
| Woodward Inc. | COM | 980745103 | 137,577 | 1,215,771 | SH | SOLE | 1,056,645 | 0 | 159,126 | ||
| Zions Bancorporation | COM | 989701107 | 64,600 | 1,404,960 | SH | SOLE | 1,219,050 | 0 | 185,910 | ||