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 65,046 479,480 SH   DFND   0 0 479,480
3M COMPANY COMMON 88579Y101 137,451 1,013,200 SH   SOLE   867,900 0 145,300
ALTERA CORP COMMON 021441100 22,190 612,400 SH   DFND   0 0 612,400
ALTERA CORP COMMON 021441100 36,920 1,018,893 SH   SOLE   878,393 0 140,500
AMERICAN EXPRESS CO COMMON 025816109 9,012 100,100 SH   DFND   0 0 100,100
AMERICAN EXPRESS CO COMMON 025816109 23,291 258,700 SH   SOLE   220,300 0 38,400
APACHE CORP COMMON 037411105 74,125 893,611 SH   DFND   0 0 893,611
APACHE CORP COMMON 037411105 112,007 1,350,290 SH   SOLE   1,168,590 0 181,700
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 8,782 287,450 SH   SOLE   287,450 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 152,349 11,144,800 SH   SOLE   9,223,000 0 1,921,800
BECTON DICKINSON COMMON 075887109 40,081 342,340 SH   DFND   0 0 342,340
BECTON DICKINSON COMMON 075887109 82,963 708,600 SH   SOLE   639,700 0 68,900
BEMIS INC COMMON 081437105 17,817 454,043 SH   DFND   0 0 454,043
BEMIS INC COMMON 081437105 30,771 784,180 SH   SOLE   674,380 0 109,800
BERKSHIRE HATHAWAY CLASS B 084670702 58,507 468,165 SH   DFND   0 0 468,165
BERKSHIRE HATHAWAY CLASS B 084670702 130,310 1,042,730 SH   SOLE   892,050 0 150,680
CARLISLE COS INC COMMON 142339100 12,496 157,500 SH   DFND   0 0 157,500
CARLISLE COS INC COMMON 142339100 4,268 53,800 SH   SOLE   53,800 0 0
CARNIVAL CORP COMMON 143658300 47,605 1,257,395 SH   DFND   0 0 1,257,395
CARNIVAL CORP COMMON 143658300 100,141 2,645,024 SH   SOLE   2,262,018 0 383,006
COCA-COLA CO COMMON 191216100 41,472 1,072,740 SH   DFND   0 0 1,072,740
COCA-COLA CO COMMON 191216100 76,628 1,982,100 SH   SOLE   1,703,900 0 278,200
COVIDIEN PLC SHARES G2554F113 6,460 87,700 SH   DFND   0 0 87,700
COVIDIEN PLC SHARES G2554F113 16,677 226,400 SH   SOLE   192,800 0 33,600
CULLEN FROST BANKERS COMMON 229899109 16,212 209,100 SH   DFND   0 0 209,100
CULLEN FROST BANKERS COMMON 229899109 34,633 446,700 SH   SOLE   385,300 0 61,400
DENBURY RES INC COMMON 247916208 37,888 2,310,250 SH   DFND   0 0 2,310,250
DENBURY RES INC COMMON 247916208 71,566 4,363,800 SH   SOLE   3,753,800 0 610,000
DENTSPLY INTL INC COMMON 249030107 12,839 278,870 SH   DFND   0 0 278,870
DENTSPLY INTL INC COMMON 249030107 23,052 500,689 SH   SOLE   429,889 0 70,800
EMERSON ELEC CO COMMON 291011104 628 9,400 SH   DFND   0 0 9,400
EMERSON ELEC CO COMMON 291011104 9,252 138,500 SH   SOLE   117,900 0 20,600
FLIR SYS INC COMMON 302445101 29,515 819,850 SH   DFND   0 0 819,850
FLIR SYS INC COMMON 302445101 45,529 1,264,700 SH   SOLE   1,146,100 0 118,600
GANNETT INC COMMON 364730101 58,160 2,107,250 SH   DFND   0 0 2,107,250
GANNETT INC COMMON 364730101 88,532 3,207,680 SH   SOLE   2,792,490 0 415,190
GENERAL DYNAMICS COMMON 369550108 17,950 164,800 SH   DFND   0 0 164,800
GENERAL DYNAMICS COMMON 369550108 40,736 374,000 SH   SOLE   337,200 0 36,800
GENTEX CORP COMMON 371901109 8,210 260,400 SH   DFND   0 0 260,400
GENTEX CORP COMMON 371901109 22,733 721,000 SH   SOLE   615,700 0 105,300
GOOGLE INC CLASS A 38259P508 20,756 18,623 SH   DFND   0 0 18,623
GOOGLE INC CLASS A 38259P508 39,249 35,216 SH   SOLE   30,093 0 5,123
GRANITE CONSTR INC COMMON 387328107 19,350 484,600 SH   DFND   0 0 484,600
GRANITE CONSTR INC COMMON 387328107 33,493 838,800 SH   SOLE   723,800 0 115,000
HEARTLAND EXPRESS IN COMMON 422347104 17,212 758,572 SH   DFND   0 0 758,572
HEARTLAND EXPRESS IN COMMON 422347104 5,225 230,273 SH   SOLE   230,273 0 0
INFOSYS LIMITED ADR 456788108 179,336 3,309,995 SH   SOLE   2,759,195 0 550,800
INTEL CORP COMMON 458140100 39,355 1,524,565 SH   DFND   0 0 1,524,565
INTEL CORP COMMON 458140100 78,570 3,043,680 SH   SOLE   2,602,160 0 441,520
JACOBS ENGR GROUP COMMON 469814107 7,455 117,400 SH   DFND   0 0 117,400
JACOBS ENGR GROUP COMMON 469814107 19,167 301,839 SH   SOLE   272,739 0 29,100
JOHNSON & JOHNSON COMMON 478160104 56,684 577,053 SH   DFND   0 0 577,053
JOHNSON & JOHNSON COMMON 478160104 109,635 1,116,100 SH   SOLE   1,010,600 0 105,500
LENNAR CORP CLASS B 526057302 3,801 116,450 SH   DFND   0 0 116,450
LENNAR CORP CLASS B 526057302 1,556 47,658 SH   SOLE   47,658 0 0
MARKEL CORP COMMON 570535104 93,702 157,192 SH   DFND   0 0 157,192
MARKEL CORP COMMON 570535104 227,706 381,993 SH   SOLE   325,616 0 56,377
MDU RES GROUP INC COMMON 552690109 50,262 1,464,950 SH   DFND   0 0 1,464,950
MDU RES GROUP INC COMMON 552690109 96,106 2,801,100 SH   SOLE   2,400,900 0 400,200
MERCK & CO INC COMMON 58933Y105 38,040 670,075 SH   DFND   0 0 670,075
MERCK & CO INC COMMON 58933Y105 70,483 1,241,550 SH   SOLE   1,123,650 0 117,900
MICROSOFT CORP COMMON 594918104 66,744 1,628,296 SH   DFND   0 0 1,628,296
MICROSOFT CORP COMMON 594918104 120,142 2,931,000 SH   SOLE   2,522,200 0 408,800
NABORS INDS LTD COMMON G6359F103 39,765 1,613,200 SH   DFND   0 0 1,613,200
NABORS INDS LTD COMMON G6359F103 72,301 2,933,100 SH   SOLE   2,533,300 0 399,800
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 5,694 348,066 SH   SOLE   348,066 0 0
PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 188,133 14,306,688 SH   SOLE   11,879,788 0 2,426,900
PFIZER INC COMMON 717081103 47,030 1,464,187 SH   DFND   0 0 1,464,187
PFIZER INC COMMON 717081103 109,974 3,423,860 SH   SOLE   3,090,140 0 333,720
POSCO ADR (0.25 ORD) 693483109 267,116 3,848,386 SH   SOLE   3,189,166 0 659,220
PROCTER & GAMBLE CO COMMON 742718109 58,094 720,773 SH   DFND   0 0 720,773
PROCTER & GAMBLE CO COMMON 742718109 120,586 1,496,100 SH   SOLE   1,285,300 0 210,800
ROCKWELL COLLINS INC COMMON 774341101 5,904 74,100 SH   DFND   0 0 74,100
ROCKWELL COLLINS INC COMMON 774341101 19,432 243,900 SH   SOLE   218,500 0 25,400
RYANAIR HLDGS SP ADR (5 ORD) 783513104 143,091 2,433,110 SH   SOLE   2,050,010 0 383,100
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 373,404 591,914 SH   SOLE   493,836 0 98,078
SIGNET JEWELERS LT ORDINARY G81276100 39,924 377,135 SH   SOLE   199,416 0 177,719
SYSCO CORP COMMON 871829107 46,814 1,295,700 SH   DFND   0 0 1,295,700
SYSCO CORP COMMON 871829107 91,217 2,524,700 SH   SOLE   2,166,600 0 358,100
TIDEWATER INC COMMON 886423102 41,733 858,350 SH   DFND   0 0 858,350
TIDEWATER INC COMMON 886423102 87,323 1,796,033 SH   SOLE   1,536,567 0 259,466
UNITED TECHNOLOGIES COMMON 913017109 15,638 133,845 SH   DFND   0 0 133,845
UNITED TECHNOLOGIES COMMON 913017109 40,964 350,600 SH   SOLE   315,500 0 35,100
VALLEY NATL BANCORP COMMON 919794107 8,368 803,800 SH   DFND   0 0 803,800
VALLEY NATL BANCORP COMMON 919794107 2,863 275,000 SH   SOLE   275,000 0 0
WALGREEN CO COMMON 931422109 41,929 635,005 SH   DFND   0 0 635,005
WALGREEN CO COMMON 931422109 88,824 1,345,200 SH   SOLE   1,147,700 0 197,500
WALT DISNEY CO COMMON 254687106 23,428 292,600 SH   DFND   0 0 292,600
WALT DISNEY CO COMMON 254687106 46,933 586,150 SH   SOLE   500,850 0 85,300
WASHINGTON FEDERAL COMMON 938824109 48,809 2,094,800 SH   DFND   0 0 2,094,800
WASHINGTON FEDERAL COMMON 938824109 107,373 4,608,275 SH   SOLE   3,941,595 0 666,680
WELLS FARGO & CO COMMON 949746101 92,889 1,867,481 SH   DFND   0 0 1,867,481
WELLS FARGO & CO COMMON 949746101 186,545 3,750,400 SH   SOLE   3,209,700 0 540,700
WESTAMERICA BANCORP COMMON 957090103 10,124 187,200 SH   DFND   0 0 187,200
WESTAMERICA BANCORP COMMON 957090103 21,399 395,700 SH   SOLE   339,000 0 56,700
WORLD FUEL SVCS CORP COMMON 981475106 5,958 135,100 SH   DFND   0 0 135,100
WORLD FUEL SVCS CORP COMMON 981475106 2,218 50,300 SH   SOLE   50,300 0 0