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 43,630 247,870 SH   SOLE   244,620 0 3,250
AGCO CORP COM 001084102 22,553 324,274 SH   SOLE   320,724 0 3,550
ALLEGION PLC COM G0176J109 10,960 120,827 SH   SOLE   119,011 0 1,816
ALPHABET, INC COM 02079k107 48,505 41,340 SH   SOLE   40,820 0 520
AMER EXPRESS COM 025816109 50,030 457,735 SH   SOLE   450,885 0 6,850
AMERISOURCEBERGEN COM 03073E105 5,745 72,250 SH   SOLE   72,250 0 0
ANSYS INC COM 03662Q105 12,059 66,000 SH   SOLE   65,400 0 600
APPLE INC COM 037833100 27,480 144,670 SH   SOLE   143,610 0 1,060
BANK OF AMERICA COM 060505104 49,175 1,782,354 SH   SOLE   1,762,154 0 20,200
BERKSHIRE HATH A COM 084670108 602 2 SH   SOLE   2 0 0
BERKSHIRE HATH B COM 084670702 85,872 427,459 SH   SOLE   422,459 0 5,000
BRIDGEPOINT EDUC COM 10807M105 2,642 432,481 SH   SOLE   432,481 0 0
CARMAX INC COM 143130102 29,468 422,175 SH   SOLE   416,375 0 5,800
CITIGROUP COM 172967424 11,095 178,314 SH   SOLE   175,839 0 2,475
COGNIZANT TECH COM 192446102 13,396 184,900 SH   SOLE   184,900 0 0
CUMMINS INC COM 231021106 12,377 78,400 SH   SOLE   78,400 0 0
DEERE & COMPANY COM 244199105 8,008 50,100 SH   SOLE   50,100 0 0
EBAY INC COM 278642103 9,248 249,000 SH   SOLE   249,000 0 0
EVERTEC, INC COM 30040P103 11,285 405,800 SH   SOLE   405,800 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 541 7,124 SH   SOLE   7,124 0 0
EXXON MOBIL COM 30231G102 16,194 200,425 SH   SOLE   196,925 0 3,500
FLUOR CORP COM 343412102 2,061 56,000 SH   SOLE   56,000 0 0
FOOT LOCKER INC. COM 344849104 8,484 140,000 SH   SOLE   140,000 0 0
GARTNER INC COM 366651107 37,408 246,627 SH   SOLE   243,664 0 2,963
GENERAL ELECTRIC COM 369604103 11,036 1,104,746 SH   SOLE   1,084,346 0 20,400
GENERAL MOTORS COM 37045V100 41,096 1,107,712 SH   SOLE   1,098,762 0 8,950
GENTEX CORP COM 371901109 9,906 479,000 SH   SOLE   479,000 0 0
GOLDMAN SACHS COM 38141g104 3,446 17,950 SH   SOLE   17,950 0 0
GP STRATEGIES COM 36225V104 2,873 236,452 SH   SOLE   236,452 0 0
HOME BANCORP COM 43689E107 790 23,751 SH   SOLE   23,751 0 0
INGERSOLL-RAND COM g47791101 39,454 365,488 SH   SOLE   360,038 0 5,450
JBG SMITH PROPER COM 46590V100 4,962 120,000 SH   SOLE   120,000 0 0
JP MORGAN CHASE COM 46625H100 24,765 244,645 SH   SOLE   241,420 0 3,225
LIBERTY TAX INC. COM 53128T102 2,932 296,440 SH   SOLE   296,440 0 0
LOEWS CORP COM 540424108 20,646 430,755 SH   SOLE   425,505 0 5,250
MASTERCARD INC COM 57636Q104 32,146 136,530 SH   SOLE   135,130 0 1,400
MCKESSON CORP COM 58155Q103 5,385 46,000 SH   SOLE   46,000 0 0
MEDTRONIC PLC COM 585055106 5,465 60,000 SH   SOLE   60,000 0 0
MICROSOFT COM 594918104 12,375 104,925 SH   SOLE   104,925 0 0
MIDLAND STATES COM 597742105 6,068 252,200 SH   SOLE   252,200 0 0
NOW INC COM 67011P100 536 38,376 SH   SOLE   37,784 0 592
ORACLE CORP COM 68389x105 12,306 229,124 SH   SOLE   229,124 0 0
PAYPAL HOLDINGS COM 70450Y103 17,945 172,810 SH   SOLE   170,960 0 1,850
PHILLIPS 66 COM 718546104 15,224 159,969 SH   SOLE   157,244 0 2,725
PULTEGROUP, INC. COM 745867101 7,270 260,000 SH   SOLE   260,000 0 0
SERITAGE GROWT-A COM 81752R100 10,341 232,704 SH   SOLE   232,704 0 0
SIGNET JEWELERS COM G81276100 4,007 147,522 SH   SOLE   147,522 0 0
SPARTAN MOTORS COM 846819100 3,151 356,828 SH   SOLE   356,828 0 0
SPX CORP. COM 784635104 15,308 440,000 SH   SOLE   433,750 0 6,250
THOR INDUSTRIES COM 885160101 10,862 174,150 SH   SOLE   174,150 0 0
UNITED FINL BANC COM 910304104 4,003 278,985 SH   SOLE   278,985 0 0
US BANCORP COM 902973304 19,049 395,283 SH   SOLE   392,783 0 2,500
WABTEC CORP COM 929740108 432 5,864 SH   SOLE   5,757 0 107
WATERSTONE FNCL COM 94188P101 2,075 126,057 SH   SOLE   126,057 0 0
WELLS FARGO COM 949746101 45,922 950,379 SH   SOLE   944,224 0 6,155