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
ACCENTURE PLC COM G1151C101 50,343 436,244 SH   SOLE   436,244 0 436,244
AGCO CORP COM 001084102 23,590 474,649 SH   SOLE   474,649 0 474,649
ALLEGION PLC COM G0176J109 8,072 126,694 SH   SOLE   126,694 0 126,694
AMER EXPRESS COM 025816109 30,004 488,660 SH   SOLE   488,660 0 488,660
AMERISOURCEBERGEN COM 03073E105 4,102 47,400 SH   SOLE   47,400 0 47,400
ANSYS INC COM 03662Q105 6,285 70,250 SH   SOLE   70,250 0 70,250
APACHE COM 037411105 305 6,250 SH   SOLE   6,250 0 6,250
BANK OF AMERICA COM 060505104 18,818 1,391,886 SH   SOLE   1,391,886 0 1,391,886
BERKSHIRE HATH A COM 084670108 427 2 SH   SOLE   2 0 2
BERKSHIRE HATH B COM 084670702 64,146 452,113 SH   SOLE   452,113 0 452,113
BLUE HILLS BANC COM 095573101 2,406 176,000 SH   SOLE   176,000 0 176,000
CEB, INC. COM 125134106 18,804 290,495 SH   SOLE   290,495 0 290,495
CITIGROUP COM 172967424 8,607 206,164 SH   SOLE   206,164 0 206,164
COCA COLA COM 191216100 11,442 246,650 SH   SOLE   246,650 0 246,650
COGNIZANT TECH COM 192446102 11,320 180,550 SH   SOLE   180,550 0 180,550
CSX CORPORATION COM 126408103 8,241 320,050 SH   SOLE   320,050 0 320,050
CUMMINS INC COM 231021106 5,871 53,400 SH   SOLE   53,400 0 53,400
DEERE & COMPANY COM 244199105 3,749 48,700 SH   SOLE   48,700 0 48,700
DUN &BRADSTREET COM 26483E100 4,670 45,300 SH   SOLE   45,300 0 45,300
EASTGROUP PROP COM 277276101 1,841 30,500 SH   SOLE   30,500 0 30,500
EBAY INC COM 278642103 10,602 444,344 SH   SOLE   444,344 0 444,344
ECHO GLOBAL LGST COM 27875T101 6,518 240,000 SH   SOLE   240,000 0 240,000
EQUITY RESIDENTL COM 29476L107 2,183 29,100 SH   SOLE   29,100 0 29,100
EXPEDITERS INTERNATIONAL WASH COM 302130109 348 7,124 SH   SOLE   7,124 0 7,124
EXPRESS SCRIPTS HOLDING CO. COM 30219G108 342 4,986 SH   SOLE   4,986 0 4,986
FLUOR CORP COM 343412102 8,377 156,000 SH   SOLE   156,000 0 156,000
GARTNER INC COM 366651107 17,948 200,870 SH   SOLE   200,870 0 200,870
GENERAL ELECTRIC COM 369604103 31,809 1,000,613 SH   SOLE   1,000,613 0 1,000,613
GENERAL MOTORS COM 37045V100 25,154 800,317 SH   SOLE   800,317 0 800,317
GENTEX CORP COM 371901109 8,771 559,000 SH   SOLE   559,000 0 559,000
GOLDMAN SACHS COM 38141g104 3,006 19,150 SH   SOLE   19,150 0 19,150
GP STRATEGIES COM 36225V104 5,892 215,037 SH   SOLE   215,037 0 215,037
H&R BLOCK COM 093671105 1,696 64,200 SH   SOLE   64,200 0 64,200
INGERSOLL-RAND COM g47791101 24,343 392,563 SH   SOLE   392,563 0 392,563
INTL BUS MACHINES COM 459200101 22,766 150,320 SH   SOLE   150,320 0 150,320
JOHNSON CONTROLS COM 478366107 1,075 27,575 SH   SOLE   27,575 0 27,575
JP MORGAN CHASE COM 46625H100 15,490 261,570 SH   SOLE   261,570 0 261,570
LEUCADIA NATL COM 527288104 10,511 650,023 SH   SOLE   650,023 0 650,023
LIBERTY TAX INC. COM 53128T102 4,941 252,199 SH   SOLE   252,199 0 252,199
LINEAR TECH COM 535678106 4,712 105,756 SH   SOLE   105,756 0 105,756
LOEWS CORP COM 540424108 547 14,300 SH   SOLE   14,300 0 14,300
MARINE PRODUCTS COM 568427108 1,133 149,210 SH   SOLE   149,210 0 149,210
MASTERCARD INC COM 57636Q104 30,457 322,296 SH   SOLE   322,296 0 322,296
MCKESSON CORP COM 58155Q103 2,673 17,000 SH   SOLE   17,000 0 17,000
MEDTRONIC PLC COM 585055106 4,500 60,000 SH   SOLE   60,000 0 60,000
METLIFE INC COM 59156R108 5,273 120,000 SH   SOLE   120,000 0 120,000
MICROSOFT COM 594918104 13,974 253,020 SH   SOLE   253,020 0 253,020
NATL OILWELL VAR COM 637071101 11,475 368,975 SH   SOLE   368,975 0 368,975
NOW INC COM 67011P100 793 44,758 SH   SOLE   44,758 0 44,758
OMEGA FLEX COM 682095104 11,522 331,290 SH   SOLE   331,290 0 331,290
ORACLE CORP COM 68389x105 9,373 229,124 SH   SOLE   229,124 0 229,124
PAYPAL HOLDINGS COM 70450Y103 14,488 375,344 SH   SOLE   375,344 0 375,344
PERRIGO CO PLC COM G97822103 462 3,614 SH   SOLE   3,614 0 3,614
PHH CORP COM 693320202 590 47,035 SH   SOLE   47,035 0 47,035
PHILLIPS 66 COM 718546104 10,450 120,681 SH   SOLE   120,681 0 120,681
POSCO COM 693483109 13,371 282,500 SH   SOLE   282,500 0 282,500
POST PROPERTIES COM 737464107 2,061 34,500 SH   SOLE   34,500 0 34,500
RAYTHEON COM 755111507 337 2,750 SH   SOLE   2,750 0 2,750
SERITAGE GROWT-A COM 81752R100 4,557 91,204 SH   SOLE   91,204 0 91,204
TERADATA CORP COM 88076w103 3,003 114,450 SH   SOLE   114,450 0 114,450
THOR INDUSTRIES COM 885160101 9,055 142,000 SH   SOLE   142,000 0 142,000
TWENTY-FIRST CENTURY FOX COM 90130A101 258 9,261 SH   SOLE   9,261 0 9,261
US BANCORP COM 902973304 14,994 369,400 SH   SOLE   369,400 0 369,400
VARIAN MEDICAL COM 92220p105 4,321 54,000 SH   SOLE   54,000 0 54,000
WELLS FARGO COM 949746101 34,972 723,156 SH   SOLE   723,156 0 723,156
WINTHROP REALTY COM 976391300 4,189 319,053 SH   SOLE   319,053 0 319,053
BK OF AM CW19 WT 060505146 5,456 1,402,458 SH   SOLE   1,402,458 0 1,402,458
WTA JPMORGAN WT 46634E114 8,108 458,053 SH   SOLE   458,053 0 458,053