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 48,046 424,094 SH   SOLE   424,094 0 424,094
AGCO CORP COM 001084102 22,301 473,174 SH   SOLE   473,174 0 361,174
ALLEGION PLC COM G0176J109 8,615 124,078 SH   SOLE   124,078 0 124,078
AMER EXPRESS COM 025816109 29,364 483,285 SH   SOLE   483,285 0 483,285
AMERISOURCEBERGEN COM 03073E105 4,950 62,400 SH   SOLE   62,400 0 2,400
ANSYS INC COM 03662Q105 6,280 69,200 SH   SOLE   69,200 0 69,200
APACHE COM 037411105 331 5,950 SH   SOLE   5,950 0 5,950
BANK OF AMERICA COM 060505104 18,397 1,386,347 SH   SOLE   1,386,347 0 1,386,347
BERKSHIRE HATH A COM 084670108 434 2 SH   SOLE   2 0 2
BERKSHIRE HATH B COM 084670702 64,745 447,168 SH   SOLE   447,168 0 447,168
BLUE HILLS BANC COM 095573101 2,598 176,000 SH   SOLE   0 0 0
CEB, INC. COM 125134106 17,776 288,195 SH   SOLE   288,195 0 288,195
CITIGROUP COM 172967424 8,307 195,964 SH   SOLE   195,964 0 195,964
COGNIZANT TECH COM 192446102 10,297 179,900 SH   SOLE   179,900 0 36,900
CSX CORPORATION COM 126408103 8,237 315,850 SH   SOLE   315,850 0 315,850
CUMMINS INC COM 231021106 6,004 53,400 SH   SOLE   0 0 0
DEERE & COMPANY COM 244199105 4,113 50,750 SH   SOLE   50,750 0 6,750
DUN &BRADSTREET COM 26483E100 3,905 32,053 SH   SOLE   32,053 0 1,300
EASTGROUP PROP COM 277276101 2,102 30,500 SH   SOLE   0 0 0
EBAY INC COM 278642103 2,013 86,000 SH   SOLE   86,000 0 2,000
ECHO GLOBAL LGST COM 27875T101 5,381 240,000 SH   SOLE   0 0 0
EQUITY RESIDENTL COM 29476L107 3,003 43,600 SH   SOLE   0 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 349 7,124 SH   SOLE   7,124 0 7,124
EXPRESS SCRIPTS HOLDING CO. COM 30219G108 378 4,986 SH   SOLE   4,986 0 4,986
FLUOR CORP COM 343412102 7,688 156,000 SH   SOLE   0 0 0
GARTNER INC COM 366651107 19,178 196,875 SH   SOLE   196,875 0 196,875
GENERAL ELECTRIC COM 369604103 30,953 983,247 SH   SOLE   983,247 0 983,247
GENERAL MOTORS COM 37045V100 22,427 792,467 SH   SOLE   792,467 0 792,467
GENL GROWTH PR COM 370023103 2,045 68,580 SH   SOLE   0 0 0
GENTEX CORP COM 371901109 8,637 559,000 SH   SOLE   559,000 0 25,000
GOLDMAN SACHS COM 38141g104 2,845 19,150 SH   SOLE   19,150 0 19,150
GP STRATEGIES COM 36225V104 4,664 215,037 SH   SOLE   0 0 0
H&R BLOCK COM 093671105 20,503 891,450 SH   SOLE   891,450 0 891,450
INGERSOLL-RAND COM g47791101 24,486 384,513 SH   SOLE   384,513 0 384,513
INTL BUS MACHINES COM 459200101 22,721 149,695 SH   SOLE   149,695 0 149,695
JOHNSON CONTROLS COM 478366107 999 22,575 SH   SOLE   22,575 0 22,575
JP MORGAN CHASE COM 46625H100 16,052 258,320 SH   SOLE   258,320 0 258,320
LEUCADIA NATL COM 527288104 11,267 650,123 SH   SOLE   650,123 0 325,123
LIBERTY TAX INC. COM 53128T102 6,214 466,484 SH   SOLE   466,484 0 22,000
LINEAR TECH COM 535678106 4,921 105,756 SH   SOLE   0 0 0
LOEWS CORP COM 540424108 670 16,300 SH   SOLE   16,300 0 16,300
MARINE PRODUCTS COM 568427108 755 89,274 SH   SOLE   0 0 0
MASTERCARD INC COM 57636Q104 27,919 317,046 SH   SOLE   317,046 0 317,046
MCKESSON CORP COM 58155Q103 3,173 17,000 SH   SOLE   0 0 0
MEDTRONIC PLC COM 585055106 5,206 60,000 SH   SOLE   0 0 0
METLIFE INC COM 59156R108 4,780 120,000 SH   SOLE   0 0 0
MICROSOFT COM 594918104 12,947 253,020 SH   SOLE   253,020 0 115,020
NATL OILWELL VAR COM 637071101 12,385 368,050 SH   SOLE   368,050 0 231,050
NOW INC COM 67011P100 763 42,077 SH   SOLE   42,077 0 42,077
OMEGA FLEX COM 682095104 12,488 328,290 SH   SOLE   328,290 0 328,290
ORACLE CORP COM 68389x105 9,378 229,124 SH   SOLE   229,124 0 7,124
PAYPAL HOLDINGS COM 70450Y103 13,571 371,694 SH   SOLE   371,694 0 371,694
PERRIGO CO PLC COM G97822103 328 3,614 SH   SOLE   3,614 0 3,614
PHH CORP COM 693320202 608 45,665 SH   SOLE   45,665 0 45,665
PHILLIPS 66 COM 718546104 9,388 118,331 SH   SOLE   118,331 0 118,331
POSCO COM 693483109 12,319 276,825 SH   SOLE   276,825 0 276,825
POST PROPERTIES COM 737464107 2,106 34,500 SH   SOLE   0 0 0
RAYTHEON COM 755111507 285 2,100 SH   SOLE   2,100 0 2,100
SERITAGE GROWT-A COM 81752R100 6,041 121,204 SH   SOLE   121,204 0 6,200
STORE CAPITAL COM 862121100 2,056 69,800 SH   SOLE   0 0 0
TERADATA CORP COM 88076w103 207 8,250 SH   SOLE   8,250 0 8,250
THOR INDUSTRIES COM 885160101 9,193 142,000 SH   SOLE   0 0 0
US BANCORP COM 902973304 14,672 363,800 SH   SOLE   363,800 0 363,800
VARIAN MEDICAL COM 92220p105 4,440 54,000 SH   SOLE   0 0 0
WELLS FARGO COM 949746101 33,859 715,381 SH   SOLE   715,381 0 715,381
BK OF AM CW19 WT 060505146 4,881 1,402,458 SH   SOLE   1,402,458 0 56,992
WTA JPMORGAN WT 46634E114 9,276 458,053 SH   SOLE   458,053 0 15,000