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 COM 85579Y101 11,331 79,980 SH   SOLE   79,980 0 0
Aetna Inc COM 00817Y108 38,722 478,040 SH   SOLE   478,040 0 0
Aflac Inc COM 001055102 38,642 663,345 SH   SOLE   663,345 0 0
Ampco-Pittsburgh Corp COM 032037103 7,655 382,770 SH   SOLE   382,770 0 0
Apache Corp COM 037411105 45,442 484,095 SH   SOLE   484,095 0 0
Berkshire Hathaway Inc Del CL B 084670702 50,750 367,380 SH   SOLE   367,380 0 0
Cheveron Corp COM 166764100 43,331 363,140 SH   SOLE   363,140 0 0
Citigroup Inc COM 172967424 34,313 662,150 SH   SOLE   662,150 0 0
Emerson Elec Co COM 291011104 11,199 178,955 SH   SOLE   178,955 0 0
Exxon Mobil Corp COM 30231G102 1,318 14,015 SH   SOLE   14,015 0 0
Intel Corp COM 458140100 49,681 1,426,815 SH   SOLE   1,426,815 0 0
JP Morgan Chase & Co COM 46625H100 1,855 30,790 SH   SOLE   30,790 0 0
Microsoft Corp COM 594918104 48,843 1,059,380 SH   SOLE   1,059,380 0 0
Miller Inds Inc Tenn COM 600551204 3,254 192,564 SH   SOLE   192,564 0 0
National Oilwell Varco Inc COM 637071101 45,508 597,990 SH   SOLE   597,990 0 0
New York Cmnty Bancorp Inc COM 649445103 6,520 410,850 SH   SOLE   410,850 0 0
Now Inc COM 67011P100 32,695 1,075,142 SH   SOLE   1,075,142 0 0
Pepsico Inc COM 713448108 4,344 46,660 SH   SOLE   46,660 0 0
Procter & Gamble Co COM 742718109 35,439 423,200 SH   SOLE   423,200 0 0
Scansource Inc COM 806037107 24,053 695,404 SH   SOLE   695,404 0 0
Staples Inc COM 855030102 25,698 2,123,770 SH   SOLE   2,123,770 0 0
Stryker Corp COM 863667101 34,073 421,955 SH   SOLE   421,955 0 0
Telephone & Data Sys Inc COM 879433829 23,334 973,885 SH   SOLE   973,885 0 0
Total Sys Svcs Inc COM 891906109 20,522 662,855 SH   SOLE   662,855 0 0
Valmont Inds Inc COM 920253101 26,276 194,745 SH   SOLE   194,745 0 0
Varian Med Sys Inc COM 92220P105 32,426 404,780 SH   SOLE   404,780 0 0
Wal-Mart Stores Inc COM 931142103 36,617 478,855 SH   SOLE   478,855 0 0
Wells Fargo & Co COM 949746101 50,145 966,735 SH   SOLE   966,735 0 0