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 64,318 453,970 SH   DFND   0 0 453,970
3M COMPANY COMMON 88579Y101 139,881 987,300 SH   SOLE   842,000 0 145,300
ALTERA CORP COMMON 021441100 22,316 623,700 SH   DFND   0 0 623,700
ALTERA CORP COMMON 021441100 37,325 1,043,193 SH   SOLE   902,693 0 140,500
AMERICAN EXPRESS CO COMMON 025816109 8,194 93,600 SH   DFND   0 0 93,600
AMERICAN EXPRESS CO COMMON 025816109 22,244 254,100 SH   SOLE   215,700 0 38,400
APACHE CORP COMMON 037411105 80,615 858,791 SH   DFND   0 0 858,791
APACHE CORP COMMON 037411105 145,807 1,553,290 SH   SOLE   1,341,090 0 212,200
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 7,249 267,850 SH   SOLE   267,850 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 155,034 10,879,600 SH   SOLE   8,980,900 0 1,898,700
BECTON DICKINSON COMMON 075887109 36,536 321,030 SH   DFND   0 0 321,030
BECTON DICKINSON COMMON 075887109 79,986 702,800 SH   SOLE   633,900 0 68,900
BED BATH & BEYOND COMMON 075896100 4,114 62,500 SH   DFND   0 0 62,500
BED BATH & BEYOND COMMON 075896100 14,364 218,200 SH   SOLE   185,000 0 33,200
BEMIS INC COMMON 081437105 16,395 431,233 SH   DFND   0 0 431,233
BEMIS INC COMMON 081437105 29,529 776,680 SH   SOLE   666,880 0 109,800
BERKSHIRE HATHAWAY CLASS B 084670702 60,473 437,765 SH   DFND   0 0 437,765
BERKSHIRE HATHAWAY CLASS B 084670702 140,407 1,016,410 SH   SOLE   865,730 0 150,680
CARLISLE COS INC COMMON 142339100 11,961 148,800 SH   DFND   0 0 148,800
CARLISLE COS INC COMMON 142339100 4,324 53,800 SH   SOLE   53,800 0 0
CARNIVAL CORP COMMON 143658300 47,455 1,181,345 SH   DFND   0 0 1,181,345
CARNIVAL CORP COMMON 143658300 107,355 2,672,524 SH   SOLE   2,289,518 0 383,006
COCA-COLA CO COMMON 191216100 43,285 1,014,650 SH   DFND   0 0 1,014,650
COCA-COLA CO COMMON 191216100 84,062 1,970,500 SH   SOLE   1,692,300 0 278,200
COVIDIEN PLC SHARES G2554F113 5,831 67,400 SH   DFND   0 0 67,400
COVIDIEN PLC SHARES G2554F113 19,248 222,500 SH   SOLE   188,900 0 33,600
CULLEN FROST BANKERS COMMON 229899109 15,248 199,300 SH   DFND   0 0 199,300
CULLEN FROST BANKERS COMMON 229899109 34,093 445,600 SH   SOLE   384,200 0 61,400
DENBURY RES INC COMMON 247916208 35,451 2,358,650 SH   DFND   0 0 2,358,650
DENBURY RES INC COMMON 247916208 82,767 5,506,800 SH   SOLE   4,732,300 0 774,500
DENTSPLY INTL INC COMMON 249030107 13,276 291,140 SH   DFND   0 0 291,140
DENTSPLY INTL INC COMMON 249030107 23,597 517,489 SH   SOLE   446,689 0 70,800
EMERSON ELEC CO COMMON 291011104 388 6,200 SH   DFND   0 0 6,200
EMERSON ELEC CO COMMON 291011104 8,492 135,700 SH   SOLE   115,100 0 20,600
FLIR SYS INC COMMON 302445101 24,264 774,210 SH   DFND   0 0 774,210
FLIR SYS INC COMMON 302445101 39,247 1,252,298 SH   SOLE   1,133,698 0 118,600
GANNETT INC COMMON 364730101 58,505 1,971,850 SH   DFND   0 0 1,971,850
GANNETT INC COMMON 364730101 94,923 3,199,280 SH   SOLE   2,784,090 0 415,190
GENERAL DYNAMICS COMMON 369550108 13,332 104,900 SH   DFND   0 0 104,900
GENERAL DYNAMICS COMMON 369550108 34,054 267,955 SH   SOLE   240,455 0 27,500
GENTEX CORP COMMON 371901109 6,508 243,100 SH   DFND   0 0 243,100
GENTEX CORP COMMON 371901109 19,189 716,800 SH   SOLE   611,500 0 105,300
GOOGLE INC CLASS A 38259P508 10,605 18,023 SH   DFND   0 0 18,023
GOOGLE INC CLASS C 38259P706 10,435 18,073 SH   DFND   0 0 18,073
GOOGLE INC CLASS C 38259P706 41,019 70,372 SH   SOLE   60,126 0 10,246
GRANITE CONSTR INC COMMON 387328107 14,534 456,900 SH   DFND   0 0 456,900
GRANITE CONSTR INC COMMON 387328107 26,431 830,900 SH   SOLE   715,900 0 115,000
HEARTLAND EXPRESS IN COMMON 422347104 14,905 622,092 SH   DFND   0 0 622,092
HEARTLAND EXPRESS IN COMMON 422347104 4,597 191,845 SH   SOLE   191,845 0 0
INFOSYS LIMITED ADR 456788108 193,580 3,200,195 SH   SOLE   2,658,695 0 541,500
INTEL CORP COMMON 458140100 47,622 1,367,655 SH   DFND   0 0 1,367,655
INTEL CORP COMMON 458140100 99,233 2,849,880 SH   SOLE   2,439,960 0 409,920
JACOBS ENGR GROUP COMMON 469814107 14,558 298,200 SH   DFND   0 0 298,200
JACOBS ENGR GROUP COMMON 469814107 41,279 845,539 SH   SOLE   760,239 0 85,300
JOHNSON & JOHNSON COMMON 478160104 58,315 547,096 SH   DFND   0 0 547,096
JOHNSON & JOHNSON COMMON 478160104 118,006 1,107,100 SH   SOLE   1,001,600 0 105,500
LENNAR CORP CLASS B 526057302 3,474 108,350 SH   DFND   0 0 108,350
LENNAR CORP CLASS B 526057302 1,528 47,658 SH   SOLE   47,658 0 0
MARKEL CORP COMMON 570535104 95,187 149,630 SH   DFND   0 0 149,630
MARKEL CORP COMMON 570535104 244,150 383,793 SH   SOLE   327,416 0 56,377
MATTEL INC COMMON 577081102 9,072 296,000 SH   DFND   0 0 296,000
MATTEL INC COMMON 577081102 28,903 943,000 SH   SOLE   807,700 0 135,300
MDU RES GROUP INC COMMON 552690109 40,972 1,473,280 SH   DFND   0 0 1,473,280
MDU RES GROUP INC COMMON 552690109 78,243 2,813,500 SH   SOLE   2,413,300 0 400,200
MERCK & CO INC COMMON 58933Y105 35,813 604,125 SH   DFND   0 0 604,125
MERCK & CO INC COMMON 58933Y105 69,029 1,164,450 SH   SOLE   1,053,550 0 110,900
MICROSOFT CORP COMMON 594918104 51,241 1,105,276 SH   DFND   0 0 1,105,276
MICROSOFT CORP COMMON 594918104 99,387 2,143,800 SH   SOLE   1,841,400 0 302,400
NABORS INDS LTD COMMON G6359F103 18,167 798,200 SH   DFND   0 0 798,200
NABORS INDS LTD COMMON G6359F103 43,490 1,910,800 SH   SOLE   1,629,200 0 281,600
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 4,594 324,066 SH   SOLE   324,066 0 0
PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 186,316 13,130,088 SH   SOLE   10,734,488 0 2,395,600
PFIZER INC COMMON 717081103 40,727 1,377,319 SH   DFND   0 0 1,377,319
PFIZER INC COMMON 717081103 98,210 3,321,260 SH   SOLE   2,987,540 0 333,720
POSCO ADR (0.25 ORD) 693483109 283,470 3,734,786 SH   SOLE   3,083,866 0 650,920
PROCTER & GAMBLE CO COMMON 742718109 61,749 737,393 SH   DFND   0 0 737,393
PROCTER & GAMBLE CO COMMON 742718109 135,483 1,617,900 SH   SOLE   1,386,100 0 231,800
ROCKWELL COLLINS INC COMMON 774341101 7,913 100,800 SH   DFND   0 0 100,800
ROCKWELL COLLINS INC COMMON 774341101 20,606 262,500 SH   SOLE   237,100 0 25,400
RYANAIR HLDGS SP ADR (5 ORD) 783513104 88,009 1,559,610 SH   SOLE   1,305,110 0 254,500
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 297,324 529,985 SH   SOLE   436,727 0 93,258
SIGNET JEWELERS LT ORDINARY G81276100 17,501 153,635 SH   SOLE   61,006 0 92,629
SYSCO CORP COMMON 871829107 46,430 1,223,450 SH   DFND   0 0 1,223,450
SYSCO CORP COMMON 871829107 95,554 2,517,900 SH   SOLE   2,159,800 0 358,100
TIDEWATER INC COMMON 886423102 32,156 823,870 SH   DFND   0 0 823,870
TIDEWATER INC COMMON 886423102 70,474 1,805,633 SH   SOLE   1,546,167 0 259,466
UNITED TECHNOLOGIES COMMON 913017109 14,989 141,945 SH   DFND   0 0 141,945
UNITED TECHNOLOGIES COMMON 913017109 44,394 420,400 SH   SOLE   376,000 0 44,400
VALLEY NATL BANCORP COMMON 919794107 22,935 2,366,900 SH   DFND   0 0 2,366,900
VALLEY NATL BANCORP COMMON 919794107 8,582 885,700 SH   SOLE   885,700 0 0
WALGREEN CO COMMON 931422109 27,684 467,090 SH   DFND   0 0 467,090
WALGREEN CO COMMON 931422109 63,988 1,079,600 SH   SOLE   921,700 0 157,900
WALT DISNEY CO COMMON 254687106 21,335 239,640 SH   DFND   0 0 239,640
WALT DISNEY CO COMMON 254687106 44,920 504,550 SH   SOLE   430,750 0 73,800
WASHINGTON FEDERAL COMMON 938824109 42,351 2,080,130 SH   DFND   0 0 2,080,130
WASHINGTON FEDERAL COMMON 938824109 103,153 5,066,475 SH   SOLE   4,332,095 0 734,380
WELLS FARGO & CO COMMON 949746101 91,147 1,757,221 SH   DFND   0 0 1,757,221
WELLS FARGO & CO COMMON 949746101 193,952 3,739,200 SH   SOLE   3,198,500 0 540,700
WESTAMERICA BANCORP COMMON 957090103 8,108 174,300 SH   DFND   0 0 174,300
WESTAMERICA BANCORP COMMON 957090103 18,357 394,600 SH   SOLE   337,900 0 56,700
WORLD FUEL SVCS CORP COMMON 981475106 5,653 141,600 SH   DFND   0 0 141,600
WORLD FUEL SVCS CORP COMMON 981475106 2,184 54,717 SH   SOLE   54,717 0 0