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 30,706 262,155 SH   SOLE   262,155 0 262,155
AGCO CORP COM 001084102 27,141 469,074 SH   SOLE   469,074 0 469,074
ALLEGION PLC COM G0176J109 7,909 123,578 SH   SOLE   123,578 0 123,578
AMER EXPRESS COM 025816109 35,657 481,335 SH   SOLE   481,335 0 481,335
AMERISOURCEBERGEN COM 03073E105 4,879 62,400 SH   SOLE   62,400 0 62,400
ANSYS INC COM 03662Q105 6,262 67,700 SH   SOLE   67,700 0 67,700
APACHE COM 037411105 359 5,650 SH   SOLE   5,650 0 5,650
BANK OF AMERICA COM 060505104 30,453 1,377,986 SH   SOLE   1,377,986 0 1,377,986
BERKSHIRE HATH A COM 084670108 488 2 SH   SOLE   2 0 2
BERKSHIRE HATH B COM 084670702 72,589 445,388 SH   SOLE   445,388 0 445,388
CEB, INC. COM 125134106 17,862 294,745 SH   SOLE   294,745 0 294,745
CHICAGO BRIDGE IRON COM 167250109 18,190 572,925 SH   SOLE   572,925 0 572,925
CITIGROUP COM 172967424 11,457 192,789 SH   SOLE   192,789 0 192,789
COGNIZANT TECH COM 192446102 9,816 175,200 SH   SOLE   175,200 0 175,200
CSX CORPORATION COM 126408103 10,513 292,600 SH   SOLE   292,600 0 292,600
CUMMINS INC COM 231021106 10,715 78,400 SH   SOLE   78,400 0 78,400
DCT INDUSTRIAL COM 233153204 2,155 45,000 SH   SOLE   45,000 0 45,000
DEERE & COMPANY COM 244199105 5,229 50,750 SH   SOLE   50,750 0 50,750
EBAY INC COM 278642103 2,494 84,000 SH   SOLE   84,000 0 84,000
ECHO GLOBAL LGST COM 27875T101 6,012 240,000 SH   SOLE   240,000 0 240,000
EQUITY RESIDENTL COM 29476L107 1,873 29,100 SH   SOLE   29,100 0 29,100
EXPEDITERS INTERNATIONAL WASH COM 302130109 377 7,124 SH   SOLE   7,124 0 7,124
FLUOR CORP COM 343412102 8,193 156,000 SH   SOLE   156,000 0 156,000
GARTNER INC COM 366651107 19,882 196,720 SH   SOLE   196,720 0 196,720
GENERAL ELECTRIC COM 369604103 30,862 976,647 SH   SOLE   976,647 0 976,647
GENERAL MOTORS COM 37045V100 34,396 987,267 SH   SOLE   987,267 0 987,267
GENL GROWTH PR COM 370023103 1,713 68,580 SH   SOLE   68,580 0 68,580
GENTEX CORP COM 371901109 11,007 559,000 SH   SOLE   559,000 0 559,000
GOLDMAN SACHS COM 38141g104 4,520 18,875 SH   SOLE   18,875 0 18,875
GP STRATEGIES COM 36225V104 6,563 229,463 SH   SOLE   229,463 0 229,463
H&R BLOCK COM 093671105 20,378 886,400 SH   SOLE   886,400 0 886,400
INGERSOLL-RAND COM g47791101 28,775 383,463 SH   SOLE   383,463 0 383,463
INTL BUS MACHINES COM 459200101 24,591 148,150 SH   SOLE   148,150 0 148,150
JCI CONTROLS INTL PLC COM G51502105 741 17,983 SH   SOLE   17,983 0 17,983
JP MORGAN CHASE COM 46625H100 22,006 255,020 SH   SOLE   255,020 0 255,020
LEUCADIA NATL COM 527288104 15,068 648,100 SH   SOLE   648,100 0 648,100
LIBERTY TAX INC. COM 53128T102 4,179 311,880 SH   SOLE   311,880 0 311,880
LOEWS CORP COM 540424108 735 15,700 SH   SOLE   15,700 0 15,700
MASTERCARD INC COM 57636Q104 32,823 317,896 SH   SOLE   317,896 0 317,896
MCKESSON CORP COM 58155Q103 3,511 25,000 SH   SOLE   25,000 0 25,000
MEDTRONIC PLC COM 585055106 4,274 60,000 SH   SOLE   60,000 0 60,000
METLIFE INC COM 59156R108 6,467 120,000 SH   SOLE   120,000 0 120,000
MICROSOFT COM 594918104 15,580 250,720 SH   SOLE   250,720 0 250,720
MIDLAND STATES COM 597742105 5,250 145,100 SH   SOLE   145,100 0 145,100
NATL OILWELL VAR COM 637071101 8,121 216,900 SH   SOLE   216,900 0 216,900
NOW INC COM 67011P100 856 41,834 SH   SOLE   41,834 0 41,834
OMEGA FLEX COM 682095104 18,216 326,690 SH   SOLE   326,690 0 326,690
ORACLE CORP COM 68389x105 8,810 229,124 SH   SOLE   229,124 0 229,124
PAYPAL HOLDINGS COM 70450Y103 14,677 371,844 SH   SOLE   371,844 0 371,844
PERRIGO CO PLC COM G97822103 284 3,414 SH   SOLE   3,414 0 3,414
PHH CORP COM 693320202 692 45,665 SH   SOLE   45,665 0 45,665
PHILLIPS 66 COM 718546104 14,670 169,772 SH   SOLE   169,772 0 169,772
POSCO COM 693483109 13,433 255,625 SH   SOLE   255,625 0 255,625
RAYTHEON COM 755111507 298 2,100 SH   SOLE   2,100 0 2,100
RETAIL PROPERTIES COM 76131V202 1,706 111,300 SH   SOLE   111,300 0 111,300
SERITAGE GROWT-A COM 81752R100 10,301 241,184 SH   SOLE   241,184 0 241,184
SL GREEN REALTY COM 78440x101 1,689 15,700 SH   SOLE   15,700 0 15,700
TERADATA CORP COM 88076w103 208 7,650 SH   SOLE   7,650 0 7,650
THOR INDUSTRIES COM 885160101 8,204 82,000 SH   SOLE   82,000 0 82,000
US BANCORP COM 902973304 18,660 363,250 SH   SOLE   363,250 0 363,250
WELLS FARGO COM 949746101 39,269 712,561 SH   SOLE   712,561 0 712,561
BK OF AM CW19 WT 060505146 16,024 1,610,458 SH   SOLE   1,610,458 0 1,610,458
WTA JPMORGAN WT 46634E114 17,489 395,053 SH   SOLE   395,053 0 395,053