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 26,738 177,498 SH   DFND   0 0 177,498
3M COMPANY COMMON 88579Y101 36,241 240,583 SH   SOLE   215,583 0 25,000
ALPHABET INC CLASS C 02079K107 10,935 14,409 SH   DFND   0 0 14,409
ALPHABET INC CLASS A 02079K305 20,217 25,985 SH   DFND   0 0 25,985
ALPHABET INC "A" CLASS A 02079K305 46,546 59,827 SH   SOLE   54,184 0 5,643
ALPHABET INC "C" CLASS C 02079K107 16,120 21,242 SH   SOLE   18,893 0 2,349
AMERICAN EXPRESS CO COMMON 025816109 18,297 263,081 SH   DFND   0 0 263,081
AMERICAN EXPRESS CO COMMON 025816109 50,406 724,750 SH   SOLE   650,050 0 74,700
APACHE CORP COMMON 037411105 43,439 976,806 SH   DFND   0 0 976,806
APACHE CORP COMMON 037411105 92,888 2,088,790 SH   SOLE   1,884,590 0 204,200
AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 2,888 142,850 SH   SOLE   142,850 0 0
BANCO BRADESCO S A ADR (1 PFD) 059460303 88,393 18,376,960 SH   SOLE   15,169,980 0 3,206,980
BECTON DICKINSON COMMON 075887109 24,237 157,288 SH   DFND   0 0 157,288
BECTON DICKINSON COMMON 075887109 35,055 227,500 SH   SOLE   200,600 0 26,900
BED BATH & BEYOND COMMON 075896100 2,413 50,000 SH   DFND   0 0 50,000
BED BATH & BEYOND COMMON 075896100 6,934 143,700 SH   SOLE   130,200 0 13,500
BEMIS INC COMMON 081437105 9,258 207,161 SH   DFND   0 0 207,161
BEMIS INC COMMON 081437105 13,527 302,680 SH   SOLE   265,380 0 37,300
BERKSHIRE HATHAWAY CLASS B 084670702 47,488 359,652 SH   DFND   0 0 359,652
BERKSHIRE HATHAWAY CLASS B 084670702 71,512 541,590 SH   SOLE   481,670 0 59,920
CARLISLE COS INC COMMON 142339100 13,986 157,700 SH   DFND   0 0 157,700
CARLISLE COS INC COMMON 142339100 29,321 330,600 SH   SOLE   300,300 0 30,300
CARNIVAL CORP COMMON 143658300 32,955 604,893 SH   DFND   0 0 604,893
CARNIVAL CORP COMMON 143658300 41,930 769,648 SH   SOLE   696,642 0 73,006
COCA-COLA CO COMMON 191216100 25,329 589,590 SH   DFND   0 0 589,590
COCA-COLA CO COMMON 191216100 34,647 806,500 SH   SOLE   726,800 0 79,700
CULLEN FROST BANKERS COMMON 229899109 10,524 175,400 SH   DFND   0 0 175,400
CULLEN FROST BANKERS COMMON 229899109 21,960 366,000 SH   SOLE   330,800 0 35,200
DENBURY RES INC COMMON 247916208 11,246 5,567,200 SH   DFND   0 0 5,567,200
DENBURY RES INC COMMON 247916208 29,516 14,612,000 SH   SOLE   13,155,900 0 1,456,100
DENTSPLY INTL INC COMMON 249030107 14,904 244,929 SH   DFND   0 0 244,929
DENTSPLY INTL INC COMMON 249030107 17,567 288,689 SH   SOLE   260,089 0 28,600
EAGLE MATERIALS COMMON 26969P108 2,997 49,600 SH   DFND   0 0 49,600
EAGLE MATERIALS COMMON 26969P108 12,418 205,500 SH   SOLE   182,600 0 22,900
EMERSON ELEC CO COMMON 291011104 3,573 74,704 SH   DFND   0 0 74,704
EMERSON ELEC CO COMMON 291011104 10,379 217,000 SH   SOLE   195,000 0 22,000
FLIR SYS INC COMMON 302445101 17,333 617,506 SH   DFND   0 0 617,506
FLIR SYS INC COMMON 302445101 29,532 1,052,098 SH   SOLE   951,698 0 100,400
GANNETT INC COMMON 36473H104 2,550 156,525 SH   DFND   0 0 156,525
GANNETT INC COMMON 36473H104 1,093 67,125 SH   SOLE   67,125 0 0
GENERAL DYNAMICS COMMON 369550108 5,386 39,212 SH   DFND   0 0 39,212
GENERAL DYNAMICS COMMON 369550108 9,733 70,855 SH   SOLE   63,955 0 6,900
GENTEX CORP COMMON 371901109 6,868 429,000 SH   DFND   0 0 429,000
GENTEX CORP COMMON 371901109 22,345 1,395,700 SH   SOLE   1,258,300 0 137,400
GRANITE CONSTR INC COMMON 387328107 14,946 348,300 SH   DFND   0 0 348,300
GRANITE CONSTR INC COMMON 387328107 18,563 432,600 SH   SOLE   386,600 0 46,000
HARLEY DAVIDSON INC COMMON 412822108 2,315 51,007 SH   DFND   0 0 51,007
HARLEY DAVIDSON INC COMMON 412822108 9,255 203,900 SH   SOLE   182,000 0 21,900
HEARTLAND EXPRESS IN COMMON 422347104 9,645 566,696 SH   DFND   0 0 566,696
HEARTLAND EXPRESS IN COMMON 422347104 4,183 245,773 SH   SOLE   245,773 0 0
INFOSYS LIMITED ADR 456788108 194,318 11,601,080 SH   SOLE   9,501,680 0 2,099,400
INTEL CORP COMMON 458140100 26,622 772,786 SH   DFND   0 0 772,786
INTEL CORP COMMON 458140100 38,156 1,107,580 SH   SOLE   985,960 0 121,620
JACOBS ENGR GROUP COMMON 469814107 14,771 352,106 SH   DFND   0 0 352,106
JACOBS ENGR GROUP COMMON 469814107 41,436 987,739 SH   SOLE   892,939 0 94,800
JOHNSON & JOHNSON COMMON 478160104 44,407 432,308 SH   DFND   0 0 432,308
JOHNSON & JOHNSON COMMON 478160104 75,047 730,600 SH   SOLE   660,400 0 70,200
MARKEL CORP COMMON 570535104 78,146 88,466 SH   DFND   0 0 88,466
MARKEL CORP COMMON 570535104 171,820 194,510 SH   SOLE   172,424 0 22,086
MATTEL INC COMMON 577081102 25,929 954,320 SH   DFND   0 0 954,320
MATTEL INC COMMON 577081102 50,428 1,856,000 SH   SOLE   1,690,300 0 165,700
MDU RES GROUP INC COMMON 552690109 34,085 1,860,535 SH   DFND   0 0 1,860,535
MDU RES GROUP INC COMMON 552690109 69,240 3,779,500 SH   SOLE   3,413,400 0 366,100
MEDTRONIC PLC SHS G5960L103 8,415 109,401 SH   DFND   0 0 109,401
MEDTRONIC PLC SHS G5960L103 16,947 220,325 SH   SOLE   199,803 0 20,522
MERCK & CO INC COMMON 58933Y105 20,933 396,314 SH   DFND   0 0 396,314
MERCK & CO INC COMMON 58933Y105 28,533 540,200 SH   SOLE   482,300 0 57,900
MICROSOFT CORP COMMON 594918104 23,103 416,422 SH   DFND   0 0 416,422
MICROSOFT CORP COMMON 594918104 35,546 640,700 SH   SOLE   567,900 0 72,800
NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 1,475 135,566 SH   SOLE   135,566 0 0
OCEANEERING INTL INC COMMON 675232102 4,127 110,000 SH   DFND   0 0 110,000
OCEANEERING INTL INC COMMON 675232102 16,104 429,200 SH   SOLE   387,400 0 41,800
PFIZER INC COMMON 717081103 18,792 582,154 SH   DFND   0 0 582,154
PFIZER INC COMMON 717081103 24,598 762,010 SH   SOLE   675,690 0 86,320
POSCO ADR (0.25 ORD) 693483109 151,556 4,286,086 SH   SOLE   3,501,966 0 784,120
PROCTER & GAMBLE CO COMMON 742718109 45,906 578,090 SH   DFND   0 0 578,090
PROCTER & GAMBLE CO COMMON 742718109 78,632 990,200 SH   SOLE   897,200 0 93,000
QUALCOMM INC COMMON 747525103 13,753 275,150 SH   DFND   0 0 275,150
QUALCOMM INC COMMON 747525103 41,348 827,200 SH   SOLE   739,800 0 87,400
ROCKWELL COLLINS INC COMMON 774341101 7,597 82,304 SH   DFND   0 0 82,304
ROCKWELL COLLINS INC COMMON 774341101 18,045 195,500 SH   SOLE   176,800 0 18,700
SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 293,136 545,582 SH   SOLE   445,748 0 99,834
STATE BK OF INDIA GDR(2 INR10 REG S) 856552203 18,390 544,890 SH   SOLE   336,530 0 208,360
SYSCO CORP COMMON 871829107 23,075 562,801 SH   DFND   0 0 562,801
SYSCO CORP COMMON 871829107 30,102 734,200 SH   SOLE   660,800 0 73,400
TEGNA INC COMMON 87901J105 21,650 848,350 SH   DFND   0 0 848,350
TEGNA INC COMMON 87901J105 25,934 1,016,220 SH   SOLE   914,330 0 101,890
TIDEWATER INC COMMON 886423102 8,043 1,155,659 SH   DFND   0 0 1,155,659
TIDEWATER INC COMMON 886423102 23,734 3,410,066 SH   SOLE   3,057,600 0 352,466
UNITED TECHNOLOGIES COMMON 913017109 26,242 273,156 SH   DFND   0 0 273,156
UNITED TECHNOLOGIES COMMON 913017109 52,790 549,500 SH   SOLE   497,400 0 52,100
VALLEY NATL BANCORP COMMON 919794107 19,093 1,938,400 SH   DFND   0 0 1,938,400
VALLEY NATL BANCORP COMMON 919794107 29,425 2,987,300 SH   SOLE   2,727,900 0 259,400
VALMONT INDS INC COMMON 920253101 6,319 59,600 SH   DFND   0 0 59,600
VALMONT INDS INC COMMON 920253101 21,458 202,400 SH   SOLE   181,000 0 21,400
WALGREENS BOOTS ALNC COMMON 931427108 20,681 242,867 SH   DFND   0 0 242,867
WALGREENS BOOTS ALNC COMMON 931427108 30,877 362,600 SH   SOLE   317,500 0 45,100
WALT DISNEY CO COMMON 254687106 10,761 102,410 SH   DFND   0 0 102,410
WALT DISNEY CO COMMON 254687106 14,459 137,600 SH   SOLE   123,900 0 13,700
WASHINGTON FEDERAL COMMON 938824109 35,983 1,509,985 SH   DFND   0 0 1,509,985
WASHINGTON FEDERAL COMMON 938824109 63,483 2,663,975 SH   SOLE   2,368,895 0 295,080
WELLS FARGO & CO COMMON 949746101 62,285 1,145,781 SH   DFND   0 0 1,145,781
WELLS FARGO & CO COMMON 949746101 91,235 1,678,350 SH   SOLE   1,487,450 0 190,900
WESTAMERICA BANCORP COMMON 957090103 7,452 159,400 SH   DFND   0 0 159,400
WESTAMERICA BANCORP COMMON 957090103 20,285 433,900 SH   SOLE   393,700 0 40,200
WORLD FUEL SVCS CORP COMMON 981475106 6,034 156,900 SH   DFND   0 0 156,900
WORLD FUEL SVCS CORP COMMON 981475106 3,174 82,517 SH   SOLE   82,517 0 0