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 67,449 470,880 SH   DFND   0 0 470,880
3M COMPANY COMMON 88579Y101 144,701 1,010,200 SH   SOLE   864,900 0 145,300
ALTERA CORP COMMON 021441100 22,618 650,700 SH   DFND   0 0 650,700
ALTERA CORP COMMON 021441100 36,376 1,046,493 SH   SOLE   905,993 0 140,500
AMERICAN EXPRESS CO COMMON 025816109 9,354 98,600 SH   DFND   0 0 98,600
AMERICAN EXPRESS CO COMMON 025816109 24,410 257,300 SH   SOLE   218,900 0 38,400
APACHE CORP COMMON 037411105 88,949 884,011 SH   DFND   0 0 884,011
APACHE CORP COMMON 037411105 144,359 1,434,690 SH   SOLE   1,240,290 0 194,400
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 8,848 281,350 SH   SOLE   281,350 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 160,571 11,058,600 SH   SOLE   9,159,900 0 1,898,700
BECTON DICKINSON COMMON 075887109 39,570 334,490 SH   DFND   0 0 334,490
BECTON DICKINSON COMMON 075887109 83,520 706,000 SH   SOLE   637,100 0 68,900
BEMIS INC COMMON 081437105 18,165 446,743 SH   DFND   0 0 446,743
BEMIS INC COMMON 081437105 31,726 780,280 SH   SOLE   670,480 0 109,800
BERKSHIRE HATHAWAY CLASS B 084670702 57,802 456,715 SH   DFND   0 0 456,715
BERKSHIRE HATHAWAY CLASS B 084670702 131,586 1,039,710 SH   SOLE   889,030 0 150,680
CARLISLE COS INC COMMON 142339100 13,487 155,700 SH   DFND   0 0 155,700
CARLISLE COS INC COMMON 142339100 4,660 53,800 SH   SOLE   53,800 0 0
CARNIVAL CORP COMMON 143658300 46,533 1,235,945 SH   DFND   0 0 1,235,945
CARNIVAL CORP COMMON 143658300 100,398 2,666,624 SH   SOLE   2,283,618 0 383,006
COCA-COLA CO COMMON 191216100 44,764 1,056,740 SH   DFND   0 0 1,056,740
COCA-COLA CO COMMON 191216100 83,767 1,977,500 SH   SOLE   1,699,300 0 278,200
COVIDIEN PLC SHARES G2554F113 7,025 77,900 SH   DFND   0 0 77,900
COVIDIEN PLC SHARES G2554F113 20,309 225,200 SH   SOLE   191,600 0 33,600
CULLEN FROST BANKERS COMMON 229899109 16,400 206,500 SH   DFND   0 0 206,500
CULLEN FROST BANKERS COMMON 229899109 35,493 446,900 SH   SOLE   385,500 0 61,400
DENBURY RES INC COMMON 247916208 42,116 2,281,450 SH   DFND   0 0 2,281,450
DENBURY RES INC COMMON 247916208 81,220 4,399,800 SH   SOLE   3,789,800 0 610,000
DENTSPLY INTL INC COMMON 249030107 14,215 300,220 SH   DFND   0 0 300,220
DENTSPLY INTL INC COMMON 249030107 24,555 518,589 SH   SOLE   447,789 0 70,800
EMERSON ELEC CO COMMON 291011104 9,118 137,400 SH   SOLE   116,800 0 20,600
FLIR SYS INC COMMON 302445101 28,352 816,350 SH   DFND   0 0 816,350
FLIR SYS INC COMMON 302445101 43,701 1,258,298 SH   SOLE   1,139,698 0 118,600
GANNETT INC COMMON 364730101 64,563 2,062,050 SH   DFND   0 0 2,062,050
GANNETT INC COMMON 364730101 100,439 3,207,880 SH   SOLE   2,792,690 0 415,190
GENERAL DYNAMICS COMMON 369550108 15,373 131,900 SH   DFND   0 0 131,900
GENERAL DYNAMICS COMMON 369550108 35,414 303,855 SH   SOLE   273,155 0 30,700
GENTEX CORP COMMON 371901109 7,447 256,000 SH   DFND   0 0 256,000
GENTEX CORP COMMON 371901109 20,930 719,500 SH   SOLE   614,200 0 105,300
GOOGLE INC CLASS A 38259P508 10,880 18,609 SH   DFND   0 0 18,609
GOOGLE INC CLASS C 38259P706 10,713 18,623 SH   DFND   0 0 18,623
GOOGLE INC "A" CLASS A 38259P508 20,631 35,286 SH   SOLE   30,163 0 5,123
GOOGLE INC "C" CLASS C 38259P706 20,299 35,286 SH   SOLE   30,163 0 5,123
GRANITE CONSTR INC COMMON 387328107 17,180 477,500 SH   DFND   0 0 477,500
GRANITE CONSTR INC COMMON 387328107 30,029 834,600 SH   SOLE   719,600 0 115,000
HEARTLAND EXPRESS IN COMMON 422347104 15,378 720,622 SH   DFND   0 0 720,622
HEARTLAND EXPRESS IN COMMON 422347104 4,681 219,373 SH   SOLE   219,373 0 0
INFOSYS LIMITED ADR 456788108 176,349 3,279,695 SH   SOLE   2,736,195 0 543,500
INTEL CORP COMMON 458140100 46,720 1,511,965 SH   DFND   0 0 1,511,965
INTEL CORP COMMON 458140100 94,102 3,045,380 SH   SOLE   2,603,860 0 441,520
JACOBS ENGR GROUP COMMON 469814107 10,342 194,100 SH   DFND   0 0 194,100
JACOBS ENGR GROUP COMMON 469814107 23,115 433,839 SH   SOLE   392,039 0 41,800
JOHNSON & JOHNSON COMMON 478160104 59,367 567,453 SH   DFND   0 0 567,453
JOHNSON & JOHNSON COMMON 478160104 116,348 1,112,100 SH   SOLE   1,006,600 0 105,500
LENNAR CORP CLASS B 526057302 4,045 113,850 SH   DFND   0 0 113,850
LENNAR CORP CLASS B 526057302 1,693 47,658 SH   SOLE   47,658 0 0
MARKEL CORP COMMON 570535104 102,383 156,158 SH   DFND   0 0 156,158
MARKEL CORP COMMON 570535104 252,417 384,993 SH   SOLE   328,616 0 56,377
MDU RES GROUP INC COMMON 552690109 50,347 1,434,400 SH   DFND   0 0 1,434,400
MDU RES GROUP INC COMMON 552690109 98,041 2,793,200 SH   SOLE   2,393,000 0 400,200
MERCK & CO INC COMMON 58933Y105 37,928 655,625 SH   DFND   0 0 655,625
MERCK & CO INC COMMON 58933Y105 71,442 1,234,950 SH   SOLE   1,117,050 0 117,900
MICROSOFT CORP COMMON 594918104 59,301 1,422,086 SH   DFND   0 0 1,422,086
MICROSOFT CORP COMMON 594918104 106,539 2,554,900 SH   SOLE   2,192,400 0 362,500
NABORS INDS LTD COMMON G6359F103 25,320 862,100 SH   DFND   0 0 862,100
NABORS INDS LTD COMMON G6359F103 57,691 1,964,300 SH   SOLE   1,682,700 0 281,600
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 5,274 340,666 SH   SOLE   340,666 0 0
PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 207,449 14,179,688 SH   SOLE   11,784,088 0 2,395,600
PFIZER INC COMMON 717081103 42,509 1,432,244 SH   DFND   0 0 1,432,244
PFIZER INC COMMON 717081103 101,309 3,413,360 SH   SOLE   3,079,640 0 333,720
POSCO ADR (0.25 ORD) 693483109 284,323 3,819,486 SH   SOLE   3,168,566 0 650,920
PROCTER & GAMBLE CO COMMON 742718109 57,039 725,773 SH   DFND   0 0 725,773
PROCTER & GAMBLE CO COMMON 742718109 117,649 1,497,000 SH   SOLE   1,286,200 0 210,800
ROCKWELL COLLINS INC COMMON 774341101 8,345 106,800 SH   DFND   0 0 106,800
ROCKWELL COLLINS INC COMMON 774341101 20,559 263,100 SH   SOLE   237,700 0 25,400
RYANAIR HLDGS SP ADR (5 ORD) 783513104 134,127 2,403,710 SH   SOLE   2,026,010 0 377,700
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 382,433 585,395 SH   SOLE   488,597 0 96,798
SIGNET JEWELERS LT ORDINARY G81276100 26,693 241,365 SH   SOLE   116,036 0 125,329
SYSCO CORP COMMON 871829107 47,693 1,273,500 SH   DFND   0 0 1,273,500
SYSCO CORP COMMON 871829107 94,610 2,526,300 SH   SOLE   2,168,200 0 358,100
TIDEWATER INC COMMON 886423102 47,753 850,450 SH   DFND   0 0 850,450
TIDEWATER INC COMMON 886423102 101,706 1,811,333 SH   SOLE   1,551,867 0 259,466
UNITED TECHNOLOGIES COMMON 913017109 15,189 131,565 SH   DFND   0 0 131,565
UNITED TECHNOLOGIES COMMON 913017109 40,500 350,800 SH   SOLE   315,700 0 35,100
VALLEY NATL BANCORP COMMON 919794107 20,090 2,027,200 SH   DFND   0 0 2,027,200
VALLEY NATL BANCORP COMMON 919794107 7,102 716,700 SH   SOLE   716,700 0 0
WALGREEN CO COMMON 931422109 36,880 497,505 SH   DFND   0 0 497,505
WALGREEN CO COMMON 931422109 80,661 1,088,100 SH   SOLE   930,200 0 157,900
WALT DISNEY CO COMMON 254687106 24,890 290,300 SH   DFND   0 0 290,300
WALT DISNEY CO COMMON 254687106 50,188 585,350 SH   SOLE   500,050 0 85,300
WASHINGTON FEDERAL COMMON 938824109 46,226 2,060,900 SH   DFND   0 0 2,060,900
WASHINGTON FEDERAL COMMON 938824109 103,388 4,609,375 SH   SOLE   3,942,695 0 666,680
WELLS FARGO & CO COMMON 949746101 96,417 1,834,421 SH   DFND   0 0 1,834,421
WELLS FARGO & CO COMMON 949746101 197,053 3,749,100 SH   SOLE   3,208,400 0 540,700
WESTAMERICA BANCORP COMMON 957090103 9,656 184,700 SH   DFND   0 0 184,700
WESTAMERICA BANCORP COMMON 957090103 20,698 395,900 SH   SOLE   339,200 0 56,700
WORLD FUEL SVCS CORP COMMON 981475106 7,512 152,600 SH   DFND   0 0 152,600
WORLD FUEL SVCS CORP COMMON 981475106 2,694 54,717 SH   SOLE   54,717 0 0