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 34,950 258,755 SH   SOLE   255,005 0 3,750
AGCO CORP COM 001084102 30,550 414,124 SH   SOLE   410,574 0 3,550
ALLEGION PLC COM G0176J109 10,661 123,295 SH   SOLE   121,013 0 2,282
AMER EXPRESS COM 025816109 42,987 475,210 SH   SOLE   467,460 0 7,750
AMERISOURCEBERGEN COM 03073E105 5,164 62,400 SH   SOLE   62,400 0 0
ANSYS INC COM 03662Q105 8,174 66,600 SH   SOLE   66,000 0 600
APACHE COM 037411105 259 5,650 SH   SOLE   5,650 0 0
BANK OF AMERICA COM 060505104 35,786 1,412,217 SH   SOLE   1,390,986 0 21,231
BERKSHIRE HATH A COM 084670108 549 2 SH   SOLE   2 0 0
BERKSHIRE HATH B COM 084670702 81,325 443,624 SH   SOLE   437,724 0 5,900
BERKSHIRE HILLS COM 084680107 4,743 122,400 SH   SOLE   122,400 0 0
BRIGHTHOUSE FNCL COM 10922N103 663 10,909 SH   SOLE   10,909 0 0
CHICAGO BRIDGE IRON COM 167250109 29,142 1,734,650 SH   SOLE   1,712,000 0 22,650
CITIGROUP COM 172967424 13,296 182,789 SH   SOLE   179,864 0 2,925
COCA COLA COM 191216100 21,940 487,450 SH   SOLE   478,750 0 8,700
COGNIZANT TECH COM 192446102 13,492 186,000 SH   SOLE   186,000 0 0
CSX CORPORATION COM 126408103 727 13,400 SH   SOLE   13,400 0 0
CUMMINS INC COM 231021106 9,477 56,400 SH   SOLE   56,400 0 0
DCT INDUSTRIAL COM 233153204 2,606 45,000 SH   SOLE   45,000 0 0
DEERE & COMPANY COM 244199105 6,374 50,750 SH   SOLE   50,750 0 0
EBAY INC COM 278642103 3,231 84,000 SH   SOLE   84,000 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 426 7,124 SH   SOLE   7,124 0 0
FLUOR CORP COM 343412102 6,568 156,000 SH   SOLE   156,000 0 0
FOOT LOCKER INC. COM 344849104 7,396 210,000 SH   SOLE   210,000 0 0
GARTNER INC COM 366651107 32,046 257,582 SH   SOLE   254,069 0 3,513
GENERAL ELECTRIC COM 369604103 23,978 991,637 SH   SOLE   976,537 0 15,100
GENERAL MOTORS COM 37045V100 39,618 981,117 SH   SOLE   972,167 0 8,950
GENTEX CORP COM 371901109 11,068 559,000 SH   SOLE   559,000 0 0
GOLDMAN SACHS COM 38141g104 4,382 18,475 SH   SOLE   18,475 0 0
GP STRATEGIES COM 36225V104 7,210 233,706 SH   SOLE   233,706 0 0
H&R BLOCK COM 093671105 22,869 863,650 SH   SOLE   853,700 0 9,950
HOME BANCORP COM 43689E107 993 23,751 SH   SOLE   23,751 0 0
INGERSOLL-RAND COM g47791101 33,654 377,413 SH   SOLE   370,563 0 6,850
INTL BUS MACHINES COM 459200101 21,193 146,075 SH   SOLE   143,600 0 2,475
JP MORGAN CHASE COM 46625H100 23,698 248,120 SH   SOLE   244,895 0 3,225
LEUCADIA NATL COM 527288104 16,112 638,100 SH   SOLE   635,500 0 2,600
LIBERTY TAX INC. COM 53128T102 4,491 311,880 SH   SOLE   311,880 0 0
LOEWS CORP COM 540424108 751 15,700 SH   SOLE   15,700 0 0
MASTERCARD INC COM 57636Q104 43,658 309,196 SH   SOLE   304,946 0 4,250
MCKESSON CORP COM 58155Q103 7,834 51,000 SH   SOLE   51,000 0 0
MEDTRONIC PLC COM 585055106 4,666 60,000 SH   SOLE   60,000 0 0
METLIFE INC COM 59156R108 6,234 120,000 SH   SOLE   120,000 0 0
MICROSOFT COM 594918104 8,009 107,520 SH   SOLE   107,520 0 0
MIDLAND STATES COM 597742105 6,881 217,200 SH   SOLE   217,200 0 0
NATL OILWELL VAR COM 637071101 7,384 206,650 SH   SOLE   203,775 0 2,875
NOW INC COM 67011P100 562 40,659 SH   SOLE   40,067 0 592
OMEGA FLEX COM 682095104 21,275 296,140 SH   SOLE   291,790 0 4,350
ORACLE CORP COM 68389x105 11,078 229,124 SH   SOLE   229,124 0 0
PAYPAL HOLDINGS COM 70450Y103 23,473 366,594 SH   SOLE   362,944 0 3,650
PHH CORP COM 693320202 624 44,825 SH   SOLE   44,510 0 315
PHILLIPS 66 COM 718546104 15,468 168,847 SH   SOLE   165,622 0 3,225
POSCO COM 693483109 226 3,250 SH   SOLE   3,250 0 0
PULTEGROUP, INC. COM 745867101 5,466 200,000 SH   SOLE   200,000 0 0
RAYTHEON COM 755111507 392 2,100 SH   SOLE   2,100 0 0
REALOGY HOLDINGS COM 75605Y106 249 7,550 SH   SOLE   7,550 0 0
RETAIL PROPERTIES COM 76131V202 2,521 192,000 SH   SOLE   192,000 0 0
SERITAGE GROWT-A COM 81752R100 15,843 343,884 SH   SOLE   343,284 0 600
SYNTEL INC COM 87162H103 5,050 257,015 SH   SOLE   257,015 0 0
THOR INDUSTRIES COM 885160101 10,325 82,000 SH   SOLE   82,000 0 0
UNITED FINL BANC COM 910304104 2,760 150,885 SH   SOLE   150,885 0 0
US BANCORP COM 902973304 19,233 358,883 SH   SOLE   355,383 0 3,500
WATERSTONE FNCL COM 94188P101 5,233 268,353 SH   SOLE   268,353 0 0
WELLS FARGO COM 949746101 37,919 687,568 SH   SOLE   679,362 0 8,206
BK OF AM CW19 WT 060505146 12,116 915,082 SH   SOLE   915,082 0 0
WTA JPMORGAN WT 46634E114 405 7,500 SH   SOLE   7,500 0 0