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
3M COMPANY COMMON 88579Y101 67,729 619,380 SH   DFND 0 0 0 619,380
3M COMPANY COMMON 88579Y101 162,724 1,488,100 SH   SOLE 0 1,281,500 0 206,600
ALTERA CORP COMMON 021441100 11,398 345,500 SH   DFND 0 0 0 345,500
ALTERA CORP COMMON 021441100 28,325 858,593 SH   SOLE 0 742,193 0 116,400
AMERICAN EXPRESS CO COMMON 025816109 7,640 102,200 SH   DFND 0 0 0 102,200
AMERICAN EXPRESS CO COMMON 025816109 27,766 371,400 SH   SOLE 0 319,300 0 52,100
APACHE CORP COMMON 037411105 67,415 804,191 SH   DFND 0 0 0 804,191
APACHE CORP COMMON 037411105 121,854 1,453,590 SH   SOLE 0 1,262,490 0 191,100
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 9,114 348,850 SH   SOLE 0 348,850 0 0
BEAM INC COMMON 073730103 2,938 46,550 SH   DFND 0 0 0 46,550
BEAM INC COMMON 073730103 1,174 18,600 SH   SOLE 0 18,600 0 0
BECTON DICKINSON COMMON 075887109 41,241 417,290 SH   DFND 0 0 0 417,290
BECTON DICKINSON COMMON 075887109 98,020 991,800 SH   SOLE 0 895,700 0 96,100
BEMIS INC COMMON 081437105 24,202 618,343 SH   DFND 0 0 0 618,343
BEMIS INC COMMON 081437105 43,077 1,100,580 SH   SOLE 0 955,880 0 144,700
BERKSHIRE HATHAWAY CLASS B 084670702 57,073 509,945 SH   DFND 0 0 0 509,945
BERKSHIRE HATHAWAY CLASS B 084670702 135,095 1,207,070 SH   SOLE 0 1,044,390 0 162,680
BROWN FORMAN CORP CLASS B 115637209 1,283 18,986 SH   DFND 0 0 0 18,986
BROWN FORMAN CORP CLASS B 115637209 636 9,413 SH   SOLE 0 9,413 0 0
CARLISLE COS INC COMMON 142339100 7,278 116,800 SH   DFND 0 0 0 116,800
CARLISLE COS INC COMMON 142339100 2,841 45,600 SH   SOLE 0 45,600 0 0
CARNIVAL CORP COMMON 143658300 40,702 1,186,995 SH   DFND 0 0 0 1,186,995
CARNIVAL CORP COMMON 143658300 103,430 3,016,334 SH   SOLE 0 2,599,828 0 416,506
COCA-COLA CO COMMON 191216100 46,463 1,158,400 SH   DFND 0 0 0 1,158,400
COCA-COLA CO COMMON 191216100 97,475 2,430,200 SH   SOLE 0 2,112,900 0 317,300
COVIDIEN PLC SHARES G2554F113 4,795 76,300 SH   DFND 0 0 0 76,300
COVIDIEN PLC SHARES G2554F113 16,401 261,000 SH   SOLE 0 223,900 0 37,100
CULLEN FROST BANKERS COMMON 229899109 13,287 199,000 SH   DFND 0 0 0 199,000
CULLEN FROST BANKERS COMMON 229899109 33,819 506,500 SH   SOLE 0 438,400 0 68,100
DENBURY RES INC COMMON 247916208 18,575 1,072,450 SH   DFND 0 0 0 1,072,450
DENBURY RES INC COMMON 247916208 45,661 2,636,300 SH   SOLE 0 2,275,800 0 360,500
DENTSPLY INTL INC COMMON 249030107 6,631 161,900 SH   DFND 0 0 0 161,900
DENTSPLY INTL INC COMMON 249030107 22,765 555,789 SH   SOLE 0 477,589 0 78,200
EMERSON ELEC CO COMMON 291011104 1,505 27,600 SH   DFND 0 0 0 27,600
EMERSON ELEC CO COMMON 291011104 14,617 268,000 SH   SOLE 0 229,000 0 39,000
FLIR SYS INC COMMON 302445101 15,791 585,500 SH   DFND 0 0 0 585,500
FLIR SYS INC COMMON 302445101 33,278 1,233,900 SH   SOLE 0 1,116,700 0 117,200
GANNETT INC COMMON 364730101 50,347 2,058,350 SH   DFND 0 0 0 2,058,350
GANNETT INC COMMON 364730101 90,297 3,691,610 SH   SOLE 0 3,232,120 0 459,490
GENERAL DYNAMICS COMMON 369550108 12,353 157,700 SH   DFND 0 0 0 157,700
GENERAL DYNAMICS COMMON 369550108 34,097 435,300 SH   SOLE 0 392,300 0 43,000
GENTEX CORP COMMON 371901109 5,735 248,800 SH   DFND 0 0 0 248,800
GENTEX CORP COMMON 371901109 19,219 833,800 SH   SOLE 0 717,500 0 116,300
GOOGLE INC CLASS A 38259P508 17,094 19,417 SH   DFND 0 0 0 19,417
GOOGLE INC CLASS A 38259P508 42,530 48,309 SH   SOLE 0 41,386 0 6,923
GRANITE CONSTR INC COMMON 387328107 9,922 333,400 SH   DFND 0 0 0 333,400
GRANITE CONSTR INC COMMON 387328107 24,263 815,300 SH   SOLE 0 705,500 0 109,800
HEARTLAND EXPRESS IN COMMON 422347104 10,327 744,272 SH   DFND 0 0 0 744,272
HEARTLAND EXPRESS IN COMMON 422347104 3,428 247,073 SH   SOLE 0 247,073 0 0
HUBBELL INC CLASS B 443510201 4,799 48,470 SH   DFND 0 0 0 48,470
HUBBELL INC CLASS B 443510201 10,058 101,600 SH   SOLE 0 87,200 0 14,400
INFOSYS LIMITED ADR 456788108 148,098 3,595,495 SH   SOLE 0 3,007,895 0 587,600
INTEL CORP COMMON 458140100 34,200 1,411,465 SH   DFND 0 0 0 1,411,465
INTEL CORP COMMON 458140100 76,791 3,169,240 SH   SOLE 0 2,733,520 0 435,720
JACOBS ENGR GROUP COMMON 469814107 3,892 70,600 SH   DFND 0 0 0 70,600
JACOBS ENGR GROUP COMMON 469814107 19,325 350,539 SH   SOLE 0 298,939 0 51,600
JOHNSON & JOHNSON COMMON 478160104 49,052 571,303 SH   DFND 0 0 0 571,303
JOHNSON & JOHNSON COMMON 478160104 120,985 1,409,100 SH   SOLE 0 1,279,300 0 129,800
LENNAR CORP CLASS B 526057302 3,480 122,750 SH   DFND 0 0 0 122,750
LENNAR CORP CLASS B 526057302 1,507 53,158 SH   SOLE 0 53,158 0 0
MARKEL CORP COMMON 570535104 72,540 137,661 SH   DFND 0 0 0 137,661
MARKEL CORP COMMON 570535104 219,815 417,145 SH   SOLE 0 356,748 0 60,397
MDU RES GROUP INC COMMON 552690109 50,556 1,951,200 SH   DFND 0 0 0 1,951,200
MDU RES GROUP INC COMMON 552690109 92,794 3,581,400 SH   SOLE 0 3,118,100 0 463,300
MERCK & CO INC COMMON 58933Y105 52,225 1,124,325 SH   DFND 0 0 0 1,124,325
MERCK & CO INC COMMON 58933Y105 135,725 2,921,950 SH   SOLE 0 2,636,150 0 285,800
MICROSOFT CORP COMMON 594918104 58,492 1,693,207 SH   DFND 0 0 0 1,693,207
MICROSOFT CORP COMMON 594918104 123,371 3,571,300 SH   SOLE 0 3,095,400 0 475,900
NABORS INDS LTD COMMON G6359F103 22,330 1,458,500 SH   DFND 0 0 0 1,458,500
NABORS INDS LTD COMMON G6359F103 50,946 3,327,600 SH   SOLE 0 2,885,300 0 442,300
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 5,765 212,933 SH   SOLE 0 212,933 0 0
PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 155,331 11,574,588 SH   SOLE 0 9,684,688 0 1,889,900
PFIZER INC COMMON 717081103 48,215 1,721,362 SH   DFND 0 0 0 1,721,362
PFIZER INC COMMON 717081103 121,378 4,333,380 SH   SOLE 0 3,933,560 0 399,820
POSCO ADR (0.25 ORD) 693483109 227,981 3,503,086 SH   SOLE 0 2,921,966 0 581,120
PROCTER & GAMBLE CO COMMON 742718109 61,419 797,758 SH   DFND 0 0 0 797,758
PROCTER & GAMBLE CO COMMON 742718109 139,706 1,814,600 SH   SOLE 0 1,571,100 0 243,500
ROCKWELL COLLINS INC COMMON 774341101 4,242 66,900 SH   DFND 0 0 0 66,900
ROCKWELL COLLINS INC COMMON 774341101 18,072 285,000 SH   SOLE 0 255,500 0 29,500
RYANAIR HLDGS SP ADR (5 ORD) 783513104 230,340 4,470,010 SH   SOLE 0 3,773,210 0 696,800
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 381,698 649,655 SH   SOLE 0 544,967 0 104,688
SIGNET JEWELERS LT ORDINARY G81276100 57,432 851,732 SH   SOLE 0 465,753 0 385,979
SYSCO CORP COMMON 871829107 38,440 1,125,300 SH   DFND 0 0 0 1,125,300
SYSCO CORP COMMON 871829107 89,591 2,622,700 SH   SOLE 0 2,270,700 0 352,000
TELLABS INC COMMON 879664100 7,955 4,028,100 SH   DFND 0 0 0 4,028,100
TELLABS INC COMMON 879664100 3,296 1,668,800 SH   SOLE 0 1,668,800 0 0
TIDEWATER INC COMMON 886423102 40,850 717,050 SH   DFND 0 0 0 717,050
TIDEWATER INC COMMON 886423102 105,782 1,856,800 SH   SOLE 0 1,600,734 0 256,066
UNITED TECHNOLOGIES COMMON 913017109 12,232 131,615 SH   DFND 0 0 0 131,615
UNITED TECHNOLOGIES COMMON 913017109 38,226 411,300 SH   SOLE 0 370,400 0 40,900
WALGREEN CO COMMON 931422109 45,730 1,034,620 SH   DFND 0 0 0 1,034,620
WALGREEN CO COMMON 931422109 109,572 2,479,000 SH   SOLE 0 2,135,100 0 343,900
WALT DISNEY CO COMMON 254687106 14,430 228,500 SH   DFND 0 0 0 228,500
WALT DISNEY CO COMMON 254687106 36,453 577,250 SH   SOLE 0 497,450 0 79,800
WASHINGTON FEDERAL COMMON 938824109 38,117 2,018,900 SH   DFND 0 0 0 2,018,900
WASHINGTON FEDERAL COMMON 938824109 99,629 5,276,975 SH   SOLE 0 4,569,295 0 707,680
WELLS FARGO & CO COMMON 949746101 73,371 1,777,831 SH   DFND 0 0 0 1,777,831
WELLS FARGO & CO COMMON 949746101 176,692 4,281,360 SH   SOLE 0 3,691,960 0 589,400
WESTAMERICA BANCORP COMMON 957090103 3,308 72,400 SH   DFND 0 0 0 72,400
WESTAMERICA BANCORP COMMON 957090103 16,572 362,700 SH   SOLE 0 308,600 0 54,100