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 33,369 235,376 SH   DFND   0 0 235,376
3M COMPANY COMMON 88579Y101 53,793 379,436 SH   SOLE   325,536 0 53,900
ALTERA CORP COMMON 021441100 17,098 341,409 SH   DFND   0 0 341,409
ALTERA CORP COMMON 021441100 15,469 308,893 SH   SOLE   282,193 0 26,700
AMERICAN EXPRESS CO COMMON 025816109 20,433 275,631 SH   DFND   0 0 275,631
AMERICAN EXPRESS CO COMMON 025816109 60,572 817,100 SH   SOLE   695,000 0 122,100
APACHE CORP COMMON 037411105 42,257 1,079,084 SH   DFND   0 0 1,079,084
APACHE CORP COMMON 037411105 93,596 2,390,090 SH   SOLE   2,053,990 0 336,100
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 2,721 142,850 SH   SOLE   142,850 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 101,562 18,948,200 SH   SOLE   15,487,320 0 3,460,880
BECTON DICKINSON COMMON 075887109 25,783 194,353 SH   DFND   0 0 194,353
BECTON DICKINSON COMMON 075887109 45,091 339,900 SH   SOLE   309,900 0 30,000
BED BATH & BEYOND COMMON 075896100 3,455 60,600 SH   DFND   0 0 60,600
BED BATH & BEYOND COMMON 075896100 10,087 176,900 SH   SOLE   151,500 0 25,400
BEMIS INC COMMON 081437105 9,497 240,011 SH   DFND   0 0 240,011
BEMIS INC COMMON 081437105 17,802 449,880 SH   SOLE   383,780 0 66,100
BERKSHIRE HATHAWAY CLASS B 084670702 49,245 377,642 SH   DFND   0 0 377,642
BERKSHIRE HATHAWAY CLASS B 084670702 98,363 754,320 SH   SOLE   639,880 0 114,440
CARLISLE COS INC COMMON 142339100 12,006 137,400 SH   DFND   0 0 137,400
CARLISLE COS INC COMMON 142339100 5,522 63,200 SH   SOLE   63,200 0 0
CARNIVAL CORP COMMON 143658300 39,551 795,793 SH   DFND   0 0 795,793
CARNIVAL CORP COMMON 143658300 72,832 1,465,424 SH   SOLE   1,258,818 0 206,606
COCA-COLA CO COMMON 191216100 32,625 813,190 SH   DFND   0 0 813,190
COCA-COLA CO COMMON 191216100 53,127 1,324,200 SH   SOLE   1,128,900 0 195,300
CULLEN FROST BANKERS COMMON 229899109 12,563 197,600 SH   DFND   0 0 197,600
CULLEN FROST BANKERS COMMON 229899109 28,280 444,800 SH   SOLE   382,500 0 62,300
DENBURY RES INC COMMON 247916208 14,394 5,899,000 SH   DFND   0 0 5,899,000
DENBURY RES INC COMMON 247916208 36,373 14,907,000 SH   SOLE   12,763,000 0 2,144,000
DENTSPLY INTL INC COMMON 249030107 14,454 285,829 SH   DFND   0 0 285,829
DENTSPLY INTL INC COMMON 249030107 20,020 395,889 SH   SOLE   340,589 0 55,300
EMERSON ELEC CO COMMON 291011104 3,220 72,904 SH   DFND   0 0 72,904
EMERSON ELEC CO COMMON 291011104 11,555 261,600 SH   SOLE   222,500 0 39,100
FLIR SYS INC COMMON 302445101 20,075 717,236 SH   DFND   0 0 717,236
FLIR SYS INC COMMON 302445101 28,967 1,034,898 SH   SOLE   957,998 0 76,900
GANNETT INC COMMON 36473H104 7,209 489,425 SH   DFND   0 0 489,425
GANNETT INC COMMON 36473H104 10,173 690,640 SH   SOLE   604,445 0 86,195
GENERAL DYNAMICS COMMON 369550108 6,182 44,812 SH   DFND   0 0 44,812
GENERAL DYNAMICS COMMON 369550108 13,775 99,855 SH   SOLE   90,055 0 9,800
GENTEX CORP COMMON 371901109 7,535 486,100 SH   DFND   0 0 486,100
GENTEX CORP COMMON 371901109 24,772 1,598,200 SH   SOLE   1,354,900 0 243,300
GOOGLE INC CLASS A 38259P508 62,178 97,401 SH   DFND   59,965 0 10,083
GOOGLE INC CLASS C 38259P706 28,813 47,357 SH   DFND   25,882 0 4,232
GRANITE CONSTR INC COMMON 387328107 12,399 417,900 SH   DFND   0 0 417,900
GRANITE CONSTR INC COMMON 387328107 18,143 611,500 SH   SOLE   524,300 0 87,200
HEARTLAND EXPRESS IN COMMON 422347104 11,058 554,546 SH   DFND   0 0 554,546
HEARTLAND EXPRESS IN COMMON 422347104 3,832 192,173 SH   SOLE   192,173 0 0
INFOSYS LIMITED ADR 456788108 233,350 12,223,680 SH   SOLE   9,970,480 0 2,253,200
INTEL CORP COMMON 458140100 25,944 860,786 SH   DFND   0 0 860,786
INTEL CORP COMMON 458140100 48,504 1,609,280 SH   SOLE   1,383,660 0 225,620
JACOBS ENGR GROUP COMMON 469814107 14,965 399,806 SH   DFND   0 0 399,806
JACOBS ENGR GROUP COMMON 469814107 40,897 1,092,639 SH   SOLE   997,839 0 94,800
JOHNSON & JOHNSON COMMON 478160104 45,367 485,990 SH   DFND   0 0 485,990
JOHNSON & JOHNSON COMMON 478160104 84,668 907,000 SH   SOLE   836,800 0 70,200
MARKEL CORP COMMON 570535104 83,073 103,600 SH   DFND   0 0 103,600
MARKEL CORP COMMON 570535104 214,297 267,250 SH   SOLE   228,467 0 38,783
MATTEL INC COMMON 577081102 22,626 1,074,370 SH   DFND   0 0 1,074,370
MATTEL INC COMMON 577081102 45,443 2,157,800 SH   SOLE   1,862,200 0 295,600
MDU RES GROUP INC COMMON 552690109 35,015 2,035,761 SH   DFND   0 0 2,035,761
MDU RES GROUP INC COMMON 552690109 70,489 4,098,200 SH   SOLE   3,527,300 0 570,900
MEDTRONIC PLC SHS G5960L103 5,468 81,679 SH   DFND   0 0 81,679
MEDTRONIC PLC SHS G5960L103 17,062 254,880 SH   SOLE   210,414 0 44,466
MERCK & CO INC COMMON 58933Y105 21,748 440,342 SH   DFND   0 0 440,342
MERCK & CO INC COMMON 58933Y105 36,146 731,850 SH   SOLE   673,950 0 57,900
MICROSOFT CORP COMMON 594918104 32,934 744,101 SH   DFND   0 0 744,101
MICROSOFT CORP COMMON 594918104 55,639 1,257,100 SH   SOLE   1,075,900 0 181,200
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 1,563 148,566 SH   SOLE   148,566 0 0
OCEANEERING INTL INC COMMON 675232102 4,808 122,400 SH   DFND   0 0 122,400
OCEANEERING INTL INC COMMON 675232102 19,098 486,200 SH   SOLE   412,500 0 73,700
PFIZER INC COMMON 717081103 23,881 760,294 SH   DFND   0 0 760,294
PFIZER INC COMMON 717081103 35,459 1,128,910 SH   SOLE   1,033,490 0 95,420
POSCO ADR (0.25 ORD) 693483109 154,536 4,412,786 SH   SOLE   3,585,666 0 827,120
PRECISION CASTPARTS COMMON 740189105 5,284 23,004 SH   DFND   0 0 23,004
PRECISION CASTPARTS COMMON 740189105 8,109 35,300 SH   SOLE   30,900 0 4,400
PROCTER & GAMBLE CO COMMON 742718109 47,120 654,990 SH   DFND   0 0 654,990
PROCTER & GAMBLE CO COMMON 742718109 92,875 1,291,000 SH   SOLE   1,112,500 0 178,500
QUALCOMM INC COMMON 747525103 9,943 185,050 SH   DFND   0 0 185,050
QUALCOMM INC COMMON 747525103 31,749 590,900 SH   SOLE   501,400 0 89,500
ROCKWELL COLLINS INC COMMON 774341101 7,963 97,304 SH   DFND   0 0 97,304
ROCKWELL COLLINS INC COMMON 774341101 16,761 204,800 SH   SOLE   186,100 0 18,700
RYANAIR HLDGS SP ADR (5 ORD) 783513104 24,963 318,810 SH   SOLE   260,910 0 57,900
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 271,472 567,506 SH   SOLE   461,438 0 106,068
STATE BK OF INDIA GDR(2 INR10 REG S) 856552203 20,148 554,280 SH   SOLE   343,550 0 210,730
SYSCO CORP COMMON 871829107 24,516 629,101 SH   DFND   0 0 629,101
SYSCO CORP COMMON 871829107 42,563 1,092,200 SH   SOLE   941,300 0 150,900
TEGNA INC COMMON 87901J105 21,869 976,750 SH   DFND   0 0 976,750
TEGNA INC COMMON 87901J105 30,927 1,381,280 SH   SOLE   1,208,890 0 172,390
TIDEWATER INC COMMON 886423102 16,377 1,246,309 SH   DFND   0 0 1,246,309
TIDEWATER INC COMMON 886423102 40,058 3,048,566 SH   SOLE   2,621,400 0 427,166
UNITED TECHNOLOGIES COMMON 913017109 26,759 300,701 SH   DFND   0 0 300,701
UNITED TECHNOLOGIES COMMON 913017109 52,317 587,900 SH   SOLE   535,800 0 52,100
VALLEY NATL BANCORP COMMON 919794107 22,319 2,268,200 SH   DFND   0 0 2,268,200
VALLEY NATL BANCORP COMMON 919794107 35,843 3,642,600 SH   SOLE   3,180,200 0 462,400
VALMONT INDS INC COMMON 920253101 3,463 36,500 SH   DFND   0 0 36,500
VALMONT INDS INC COMMON 920253101 16,976 178,900 SH   SOLE   151,300 0 27,600
WALGREENS BOOTS ALNC COMMON 931427108 22,732 273,552 SH   DFND   0 0 273,552
WALGREENS BOOTS ALNC COMMON 931427108 44,500 535,500 SH   SOLE   459,100 0 76,400
WALT DISNEY CO COMMON 254687106 11,703 114,510 SH   DFND   0 0 114,510
WALT DISNEY CO COMMON 254687106 21,651 211,850 SH   SOLE   180,350 0 31,500
WASHINGTON FEDERAL COMMON 938824109 41,781 1,836,535 SH   DFND   0 0 1,836,535
WASHINGTON FEDERAL COMMON 938824109 91,832 4,036,575 SH   SOLE   3,480,395 0 556,180
WELLS FARGO & CO COMMON 949746101 66,958 1,303,961 SH   DFND   0 0 1,303,961
WELLS FARGO & CO COMMON 949746101 124,494 2,424,430 SH   SOLE   2,069,230 0 355,200
WESTAMERICA BANCORP COMMON 957090103 8,293 186,600 SH   DFND   0 0 186,600
WESTAMERICA BANCORP COMMON 957090103 22,122 497,800 SH   SOLE   426,900 0 70,900
WORLD FUEL SVCS CORP COMMON 981475106 6,265 175,000 SH   DFND   0 0 175,000
WORLD FUEL SVCS CORP COMMON 981475106 2,854 79,717 SH   SOLE   79,717 0 0