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 39,137 255,645 SH   SOLE   252,145 0 3,500
AGCO CORP COM 001084102 29,467 412,524 SH   SOLE   408,974 0 3,550
ALLEGION PLC COM G0176J109 9,706 121,993 SH   SOLE   119,711 0 2,282
AMER EXPRESS COM 025816109 46,642 469,660 SH   SOLE   462,360 0 7,300
AMERISOURCEBERGEN COM 03073E105 5,730 62,400 SH   SOLE   62,400 0 0
ANSYS INC COM 03662Q105 9,829 66,600 SH   SOLE   66,000 0 600
BANK OF AMERICA COM 060505104 48,611 1,646,706 SH   SOLE   1,625,475 0 21,231
BERKSHIRE HATH A COM 084670108 595 2 SH   SOLE   2 0 0
BERKSHIRE HATH B COM 084670702 87,775 442,814 SH   SOLE   437,214 0 5,600
BERKSHIRE HILLS COM 084680107 4,480 122,400 SH   SOLE   122,400 0 0
BRIGHTHOUSE FNCL COM 10922N103 642 10,943 SH   SOLE   10,943 0 0
CHICAGO BRIDGE IRON COM 167250109 28,010 1,735,450 SH   SOLE   1,712,800 0 22,650
CITIGROUP COM 172967424 13,553 182,139 SH   SOLE   179,214 0 2,925
COCA COLA COM 191216100 22,285 485,720 SH   SOLE   477,020 0 8,700
COGNIZANT TECH COM 192446102 13,210 186,000 SH   SOLE   186,000 0 0
CORP OFFICE PROP COM 22002T108 2,494 85,400 SH   SOLE   85,400 0 0
CSX CORPORATION COM 126408103 737 13,400 SH   SOLE   13,400 0 0
CUMMINS INC COM 231021106 9,962 56,400 SH   SOLE   56,400 0 0
DCT INDUSTRIAL COM 233153204 2,645 45,000 SH   SOLE   45,000 0 0
DEERE & COMPANY COM 244199105 7,943 50,750 SH   SOLE   50,750 0 0
DUKE REALTY CORP COM 264411505 2,522 92,700 SH   SOLE   92,700 0 0
EBAY INC COM 278642103 3,170 84,000 SH   SOLE   84,000 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 461 7,124 SH   SOLE   7,124 0 0
FLUOR CORP COM 343412102 8,057 156,000 SH   SOLE   156,000 0 0
FOOT LOCKER INC. COM 344849104 6,563 140,000 SH   SOLE   140,000 0 0
GARTNER INC COM 366651107 31,549 256,182 SH   SOLE   252,669 0 3,513
GENERAL ELECTRIC COM 369604103 17,330 993,112 SH   SOLE   979,112 0 14,000
GENERAL MOTORS COM 37045V100 40,321 983,667 SH   SOLE   974,717 0 8,950
GENTEX CORP COM 371901109 11,711 559,000 SH   SOLE   559,000 0 0
GOLDMAN SACHS COM 38141g104 4,643 18,225 SH   SOLE   18,225 0 0
GP STRATEGIES COM 36225V104 5,422 233,706 SH   SOLE   233,706 0 0
H&R BLOCK COM 093671105 22,558 860,350 SH   SOLE   850,400 0 9,950
HOME BANCORP COM 43689E107 1,027 23,751 SH   SOLE   23,751 0 0
INGERSOLL-RAND COM g47791101 33,174 371,953 SH   SOLE   366,103 0 5,850
INTL BUS MACHINES COM 459200101 28,221 183,945 SH   SOLE   180,870 0 3,075
JCI CONTROLS INTL PLC COM G51502105 210 5,510 SH   SOLE   5,510 0 0
JP MORGAN CHASE COM 46625H100 26,756 250,195 SH   SOLE   246,970 0 3,225
LEUCADIA NATL COM 527288104 16,797 634,100 SH   SOLE   631,500 0 2,600
LIBERTY TAX INC. COM 53128T102 3,921 356,440 SH   SOLE   356,440 0 0
LOEWS CORP COM 540424108 785 15,700 SH   SOLE   15,700 0 0
MASTERCARD INC COM 57636Q104 45,822 302,736 SH   SOLE   299,086 0 3,650
MCKESSON CORP COM 58155Q103 7,974 51,130 SH   SOLE   51,130 0 0
MEDTRONIC PLC COM 585055106 4,845 60,000 SH   SOLE   60,000 0 0
METLIFE INC COM 59156R108 6,086 120,380 SH   SOLE   120,380 0 0
MICROSOFT COM 594918104 9,251 108,150 SH   SOLE   108,150 0 0
MIDLAND STATES COM 597742105 7,055 217,200 SH   SOLE   217,200 0 0
NOW INC COM 67011P100 448 40,657 SH   SOLE   40,065 0 592
OMEGA FLEX COM 682095104 13,330 186,675 SH   SOLE   183,464 0 3,211
ORACLE CORP COM 68389x105 10,833 229,124 SH   SOLE   229,124 0 0
PAYPAL HOLDINGS COM 70450Y103 26,668 362,244 SH   SOLE   358,594 0 3,650
PHH CORP COM 693320202 462 44,825 SH   SOLE   44,510 0 315
PHILLIPS 66 COM 718546104 16,968 167,755 SH   SOLE   164,530 0 3,225
PUBLIC STORAGE COM 74460D109 2,508 12,000 SH   SOLE   12,000 0 0
PULTEGROUP, INC. COM 745867101 6,650 200,000 SH   SOLE   200,000 0 0
RAYTHEON COM 755111507 394 2,100 SH   SOLE   2,100 0 0
REALOGY HOLDINGS COM 75605Y106 200 7,550 SH   SOLE   7,550 0 0
SERITAGE GROWT-A COM 81752R100 14,504 358,484 SH   SOLE   357,884 0 600
SYNTEL INC COM 87162H103 5,909 257,015 SH   SOLE   257,015 0 0
THOR INDUSTRIES COM 885160101 12,359 82,000 SH   SOLE   82,000 0 0
UNITED FINL BANC COM 910304104 2,662 150,885 SH   SOLE   150,885 0 0
US BANCORP COM 902973304 18,988 354,383 SH   SOLE   350,883 0 3,500
WATERSTONE FNCL COM 94188P101 4,575 268,353 SH   SOLE   268,353 0 0
WELLS FARGO COM 949746101 41,648 686,469 SH   SOLE   679,963 0 6,506
BK OF AM CW19 WT 060505146 8,373 476,812 SH   SOLE   476,812 0 0