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 74,239 529,330 SH   DFND   0 0 529,330
3M COMPANY COMMON 88579Y101 150,488 1,073,000 SH   SOLE   924,300 0 148,700
ALTERA CORP COMMON 021441100 19,828 609,900 SH   DFND   0 0 609,900
ALTERA CORP COMMON 021441100 34,565 1,063,193 SH   SOLE   922,293 0 140,900
AMERICAN EXPRESS CO COMMON 025816109 8,946 98,600 SH   DFND   0 0 98,600
AMERICAN EXPRESS CO COMMON 025816109 24,651 271,700 SH   SOLE   232,400 0 39,300
APACHE CORP COMMON 037411105 69,490 808,591 SH   DFND   0 0 808,591
APACHE CORP COMMON 037411105 113,938 1,325,790 SH   SOLE   1,149,890 0 175,900
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 9,031 313,050 SH   SOLE   313,050 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 93,164 7,435,300 SH   SOLE   6,198,800 0 1,236,500
BECTON DICKINSON COMMON 075887109 38,687 350,140 SH   DFND   0 0 350,140
BECTON DICKINSON COMMON 075887109 82,392 745,700 SH   SOLE   674,500 0 71,200
BEMIS INC COMMON 081437105 18,622 454,643 SH   DFND   0 0 454,643
BEMIS INC COMMON 081437105 33,652 821,580 SH   SOLE   709,480 0 112,100
BERKSHIRE HATHAWAY CLASS B 084670702 56,792 479,015 SH   DFND   0 0 479,015
BERKSHIRE HATHAWAY CLASS B 084670702 129,853 1,095,250 SH   SOLE   940,980 0 154,270
BROWN FORMAN CORP CLASS B 115637209 1,330 17,599 SH   DFND   0 0 17,599
BROWN FORMAN CORP CLASS B 115637209 636 8,413 SH   SOLE   8,413 0 0
CARLISLE COS INC COMMON 142339100 12,545 158,000 SH   DFND   0 0 158,000
CARLISLE COS INC COMMON 142339100 4,272 53,800 SH   SOLE   53,800 0 0
CARNIVAL CORP COMMON 143658300 50,714 1,262,495 SH   DFND   0 0 1,262,495
CARNIVAL CORP COMMON 143658300 111,641 2,779,224 SH   SOLE   2,387,118 0 392,106
COCA-COLA CO COMMON 191216100 44,364 1,073,940 SH   DFND   0 0 1,073,940
COCA-COLA CO COMMON 191216100 85,846 2,078,100 SH   SOLE   1,793,200 0 284,900
COVIDIEN PLC SHARES G2554F113 5,938 87,200 SH   DFND   0 0 87,200
COVIDIEN PLC SHARES G2554F113 16,194 237,800 SH   SOLE   203,500 0 34,300
CULLEN FROST BANKERS COMMON 229899109 15,467 207,800 SH   DFND   0 0 207,800
CULLEN FROST BANKERS COMMON 229899109 34,915 469,100 SH   SOLE   406,200 0 62,900
DENBURY RES INC COMMON 247916208 32,051 1,950,750 SH   DFND   0 0 1,950,750
DENBURY RES INC COMMON 247916208 69,045 4,202,400 SH   SOLE   3,619,200 0 583,200
DENTSPLY INTL INC COMMON 249030107 12,527 258,400 SH   DFND   0 0 258,400
DENTSPLY INTL INC COMMON 249030107 25,500 525,989 SH   SOLE   453,689 0 72,300
EMERSON ELEC CO COMMON 291011104 765 10,900 SH   DFND   0 0 10,900
EMERSON ELEC CO COMMON 291011104 10,218 145,600 SH   SOLE   124,500 0 21,100
FLIR SYS INC COMMON 302445101 24,468 812,900 SH   DFND   0 0 812,900
FLIR SYS INC COMMON 302445101 39,892 1,325,300 SH   SOLE   1,202,700 0 122,600
GANNETT INC COMMON 364730101 62,590 2,115,950 SH   DFND   0 0 2,115,950
GANNETT INC COMMON 364730101 99,255 3,355,480 SH   SOLE   2,930,490 0 424,990
GENERAL DYNAMICS COMMON 369550108 15,804 165,400 SH   DFND   0 0 165,400
GENERAL DYNAMICS COMMON 369550108 37,580 393,300 SH   SOLE   355,300 0 38,000
GENTEX CORP COMMON 371901109 8,529 258,600 SH   DFND   0 0 258,600
GENTEX CORP COMMON 371901109 25,002 758,100 SH   SOLE   650,600 0 107,500
GOOGLE INC CLASS A 38259P508 20,706 18,476 SH   DFND   0 0 18,476
GOOGLE INC CLASS A 38259P508 41,484 37,016 SH   SOLE   31,793 0 5,223
GRANITE CONSTR INC COMMON 387328107 16,829 481,100 SH   DFND   0 0 481,100
GRANITE CONSTR INC COMMON 387328107 30,709 877,900 SH   SOLE   760,200 0 117,700
HEARTLAND EXPRESS IN COMMON 422347104 15,348 782,272 SH   DFND   0 0 782,272
HEARTLAND EXPRESS IN COMMON 422347104 4,848 247,073 SH   SOLE   247,073 0 0
INFOSYS LIMITED ADR 456788108 191,681 3,386,595 SH   SOLE   2,832,695 0 553,900
INTEL CORP COMMON 458140100 39,837 1,534,865 SH   DFND   0 0 1,534,865
INTEL CORP COMMON 458140100 82,910 3,194,380 SH   SOLE   2,742,260 0 452,120
JACOBS ENGR GROUP COMMON 469814107 7,408 117,600 SH   DFND   0 0 117,600
JACOBS ENGR GROUP COMMON 469814107 21,161 335,939 SH   SOLE   288,139 0 47,800
JOHNSON & JOHNSON COMMON 478160104 53,635 585,603 SH   DFND   0 0 585,603
JOHNSON & JOHNSON COMMON 478160104 107,536 1,174,100 SH   SOLE   1,065,100 0 109,000
LENNAR CORP CLASS B 526057302 3,947 117,050 SH   DFND   0 0 117,050
LENNAR CORP CLASS B 526057302 1,607 47,658 SH   SOLE   47,658 0 0
MALLINCKRODT PLC SHARES G5785G107 508 9,730 SH   DFND   0 0 9,730
MALLINCKRODT PLC SHARES G5785G107 1,594 30,509 SH   SOLE   25,973 0 4,536
MARKEL CORP COMMON 570535104 90,113 155,274 SH   DFND   0 0 155,274
MARKEL CORP COMMON 570535104 230,685 397,493 SH   SOLE   339,716 0 57,777
MDU RES GROUP INC COMMON 552690109 54,498 1,783,900 SH   DFND   0 0 1,783,900
MDU RES GROUP INC COMMON 552690109 97,784 3,200,800 SH   SOLE   2,772,400 0 428,400
MERCK & CO INC COMMON 58933Y105 46,012 919,325 SH   DFND   0 0 919,325
MERCK & CO INC COMMON 58933Y105 103,461 2,067,150 SH   SOLE   1,869,350 0 197,800
MICROSOFT CORP COMMON 594918104 65,827 1,759,607 SH   DFND   0 0 1,759,607
MICROSOFT CORP COMMON 594918104 122,929 3,286,000 SH   SOLE   2,831,900 0 454,100
NABORS INDS LTD COMMON G6359F103 26,516 1,560,700 SH   DFND   0 0 1,560,700
NABORS INDS LTD COMMON G6359F103 51,442 3,027,800 SH   SOLE   2,618,500 0 409,300
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 5,882 189,433 SH   SOLE   189,433 0 0
PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 201,724 14,638,888 SH   SOLE   12,198,188 0 2,440,700
PFIZER INC COMMON 717081103 46,080 1,504,412 SH   DFND   0 0 1,504,412
PFIZER INC COMMON 717081103 110,469 3,606,560 SH   SOLE   3,261,740 0 344,820
POSCO ADR (0.25 ORD) 693483109 279,161 3,578,986 SH   SOLE   2,981,866 0 597,120
PROCTER & GAMBLE CO COMMON 742718109 58,792 722,173 SH   DFND   0 0 722,173
PROCTER & GAMBLE CO COMMON 742718109 127,781 1,569,600 SH   SOLE   1,353,800 0 215,800
ROCKWELL COLLINS INC COMMON 774341101 5,470 74,000 SH   DFND   0 0 74,000
ROCKWELL COLLINS INC COMMON 774341101 19,034 257,500 SH   SOLE   231,300 0 26,200
RYANAIR HLDGS SP ADR (5 ORD) 783513104 171,990 3,664,810 SH   SOLE   3,093,210 0 571,600
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 398,452 612,984 SH   SOLE   514,326 0 98,658
SIGNET JEWELERS LT ORDINARY G81276100 49,596 630,185 SH   SOLE   342,156 0 288,029
SYSCO CORP COMMON 871829107 47,233 1,308,400 SH   DFND   0 0 1,308,400
SYSCO CORP COMMON 871829107 95,618 2,648,700 SH   SOLE   2,282,100 0 366,600
TIDEWATER INC COMMON 886423102 46,512 784,750 SH   DFND   0 0 784,750
TIDEWATER INC COMMON 886423102 100,957 1,703,333 SH   SOLE   1,466,367 0 236,966
UNITED TECHNOLOGIES COMMON 913017109 15,063 132,365 SH   DFND   0 0 132,365
UNITED TECHNOLOGIES COMMON 913017109 42,049 369,500 SH   SOLE   333,200 0 36,300
WALGREEN CO COMMON 931422109 41,662 725,310 SH   DFND   0 0 725,310
WALGREEN CO COMMON 931422109 88,676 1,543,800 SH   SOLE   1,328,700 0 215,100
WALT DISNEY CO COMMON 254687106 22,026 288,300 SH   DFND   0 0 288,300
WALT DISNEY CO COMMON 254687106 46,990 615,050 SH   SOLE   527,750 0 87,300
WASHINGTON FEDERAL COMMON 938824109 49,133 2,109,600 SH   DFND   0 0 2,109,600
WASHINGTON FEDERAL COMMON 938824109 112,784 4,842,575 SH   SOLE   4,160,095 0 682,480
WELLS FARGO & CO COMMON 949746101 85,633 1,886,181 SH   DFND   0 0 1,886,181
WELLS FARGO & CO COMMON 949746101 178,894 3,940,400 SH   SOLE   3,386,800 0 553,600
WESTAMERICA BANCORP COMMON 957090103 10,332 183,000 SH   DFND   0 0 183,000
WESTAMERICA BANCORP COMMON 957090103 23,420 414,800 SH   SOLE   356,900 0 57,900
WORLD FUEL SVCS CORP COMMON 981475106 3,859 89,400 SH   DFND   0 0 89,400
WORLD FUEL SVCS CORP COMMON 981475106 1,347 31,200 SH   SOLE   31,200 0 0