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 39,019 254,195 SH   SOLE   250,945 0 3,250
AGCO CORP COM 001084102 26,687 411,524 SH   SOLE   407,974 0 3,550
ALLEGION PLC COM G0176J109 10,365 121,527 SH   SOLE   119,711 0 1,816
AMER EXPRESS COM 025816109 43,539 466,760 SH   SOLE   459,910 0 6,850
AMERISOURCEBERGEN COM 03073E105 5,173 60,000 SH   SOLE   60,000 0 0
ANSYS INC COM 03662Q105 10,436 66,600 SH   SOLE   66,000 0 600
BANK OF AMERICA COM 060505104 49,256 1,642,425 SH   SOLE   1,622,225 0 20,200
BERKSHIRE HATH A COM 084670108 598 2 SH   SOLE   2 0 0
BERKSHIRE HATH B COM 084670702 88,278 442,539 SH   SOLE   437,539 0 5,000
BERKSHIRE HILLS COM 084680107 4,645 122,400 SH   SOLE   122,400 0 0
BRIGHTHOUSE FNCL COM 10922N103 561 10,909 SH   SOLE   10,909 0 0
CHICAGO BRIDGE IRON COM 167250109 24,825 1,723,950 SH   SOLE   1,702,450 0 21,500
CITIGROUP COM 172967424 12,183 180,489 SH   SOLE   178,014 0 2,475
COCA COLA COM 191216100 21,169 487,425 SH   SOLE   480,125 0 7,300
COGNIZANT TECH COM 192446102 14,973 186,000 SH   SOLE   186,000 0 0
CORP OFFICE PROP COM 22002T108 2,206 85,400 SH   SOLE   85,400 0 0
CUMMINS INC COM 231021106 9,142 56,400 SH   SOLE   56,400 0 0
DEERE & COMPANY COM 244199105 7,882 50,750 SH   SOLE   50,750 0 0
DUKE REALTY CORP COM 264411505 2,455 92,700 SH   SOLE   92,700 0 0
EBAY INC COM 278642103 3,380 84,000 SH   SOLE   84,000 0 0
EMPIRE STATE RTY COM 292104106 5,037 300,000 SH   SOLE   300,000 0 0
EVERTEC, INC COM 30040P103 6,635 405,800 SH   SOLE   405,800 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 451 7,124 SH   SOLE   7,124 0 0
FLUOR CORP COM 343412102 8,926 156,000 SH   SOLE   156,000 0 0
FOOT LOCKER INC. COM 344849104 6,376 140,000 SH   SOLE   140,000 0 0
GARTNER INC COM 366651107 30,067 255,632 SH   SOLE   252,669 0 2,963
GENERAL ELECTRIC COM 369604103 13,076 970,012 SH   SOLE   957,412 0 12,600
GENERAL MOTORS COM 37045V100 35,685 981,967 SH   SOLE   973,017 0 8,950
GENTEX CORP COM 371901109 12,868 559,000 SH   SOLE   559,000 0 0
GOLDMAN SACHS COM 38141g104 4,590 18,225 SH   SOLE   18,225 0 0
GP STRATEGIES COM 36225V104 5,293 233,706 SH   SOLE   233,706 0 0
H&R BLOCK COM 093671105 21,861 860,350 SH   SOLE   850,400 0 9,950
HOME BANCORP COM 43689E107 1,025 23,751 SH   SOLE   23,751 0 0
INGERSOLL-RAND COM g47791101 31,896 373,013 SH   SOLE   367,563 0 5,450
INTL BUS MACHINES COM 459200101 28,169 183,595 SH   SOLE   180,870 0 2,725
JP MORGAN CHASE COM 46625H100 27,503 250,095 SH   SOLE   246,870 0 3,225
LEUCADIA NATL COM 527288104 14,413 634,100 SH   SOLE   631,500 0 2,600
LIBERTY TAX INC. COM 53128T102 3,600 356,440 SH   SOLE   356,440 0 0
LOEWS CORP COM 540424108 3,466 69,700 SH   SOLE   69,700 0 0
MASTERCARD INC COM 57636Q104 52,182 297,911 SH   SOLE   294,661 0 3,250
MCKESSON CORP COM 58155Q103 7,184 51,000 SH   SOLE   51,000 0 0
MEDTRONIC PLC COM 585055106 4,813 60,000 SH   SOLE   60,000 0 0
METLIFE INC COM 59156R108 5,507 120,000 SH   SOLE   120,000 0 0
MICROSOFT COM 594918104 9,757 106,900 SH   SOLE   106,900 0 0
MIDLAND STATES COM 597742105 7,959 252,200 SH   SOLE   252,200 0 0
NOW INC COM 67011P100 416 40,657 SH   SOLE   40,065 0 592
OMEGA FLEX COM 682095104 11,005 169,040 SH   SOLE   165,829 0 3,211
ORACLE CORP COM 68389x105 10,482 229,124 SH   SOLE   229,124 0 0
PAYPAL HOLDINGS COM 70450Y103 27,157 357,944 SH   SOLE   354,294 0 3,650
PHH CORP COM 693320202 463 44,275 SH   SOLE   43,960 0 315
PHILLIPS 66 COM 718546104 16,043 167,255 SH   SOLE   164,530 0 2,725
PULTEGROUP, INC. COM 745867101 5,898 200,000 SH   SOLE   200,000 0 0
REALOGY HOLDINGS COM 75605Y106 507 18,575 SH   SOLE   18,575 0 0
SERITAGE GROWT-A COM 81752R100 16,375 460,609 SH   SOLE   459,809 0 800
SPX CORP. COM 784635104 7,693 236,850 SH   SOLE   236,100 0 750
SYNTEL INC COM 87162H103 6,562 257,015 SH   SOLE   257,015 0 0
THOR INDUSTRIES COM 885160101 9,001 78,150 SH   SOLE   78,150 0 0
UNITED FINL BANC COM 910304104 6,140 378,985 SH   SOLE   378,985 0 0
US BANCORP COM 902973304 17,755 351,583 SH   SOLE   349,083 0 2,500
WATERSTONE FNCL COM 94188P101 5,508 318,353 SH   SOLE   318,353 0 0
WELLS FARGO COM 949746101 35,870 684,403 SH   SOLE   678,923 0 5,480
BK OF AM CW19 WT 060505146 8,664 476,812 SH   SOLE   476,812 0 0