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
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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
Aetna Inc COM 00817Y108 21,288 196,880 SH   SOLE   196,880 0 0
Aflac Inc COM 001055102 50,011 834,943 SH   SOLE   834,943 0 0
Alleghany Corp Del COM 017175100 19,098 39,962 SH   SOLE   39,962 0 0
American Express Co COM 025816109 36,930 531,001 SH   SOLE   531,001 0 0
Ampco-Pittsburgh Corp COM 032037103 4,172 406,659 SH   SOLE   406,659 0 0
Apache Corp COM 037411105 12,186 274,032 SH   SOLE   274,032 0 0
AT&T Inc COM 00206R102 32,840 954,385 SH   SOLE   954,385 0 0
Berkshire Hathaway Inc Del CL B 084670702 48,743 369,142 SH   SOLE   369,142 0 0
Cheveron Corp COM 166764100 33,805 375,763 SH   SOLE   375,763 0 0
Citigroup Inc COM 172967424 37,139 717,638 SH   SOLE   717,638 0 0
Emerson Elec Co COM 291011104 27,798 581,178 SH   SOLE   581,178 0 0
Exxon Mobil Corp COM 30231G102 22,612 290,080 SH   SOLE   290,080 0 0
Hyster-Yale Materials CL A 449172105 13,349 254,476 SH   SOLE   254,476 0 0
Intel Corp COM 458140100 22,174 643,630 SH   SOLE   643,630 0 0
Johnson & Johnson COM 478160104 1,970 19,175 SH   SOLE   19,175 0 0
JP Morgan Chase & Co COM 46625H100 1,937 29,340 SH   SOLE   29,340 0 0
Microsoft Corp COM 594918104 46,191 832,550 SH   SOLE   832,550 0 0
Miller Inds Inc Tenn COM 600551204 5,520 253,447 SH   SOLE   253,447 0 0
National Oilwell Varco Inc COM 637071101 27,415 818,557 SH   SOLE   818,557 0 0
New York Cmnty Bancorp Inc COM 649445103 8,249 505,450 SH   SOLE   505,450 0 0
Now Inc COM 67011P100 13,349 843,786 SH   SOLE   843,786 0 0
Pepsico Inc COM 713448108 3,760 37,635 SH   SOLE   37,635 0 0
Procter & Gamble Co COM 742718109 45,195 569,116 SH   SOLE   569,116 0 0
Staples Inc COM 855030102 6,003 634,017 SH   SOLE   621,617 0 0
Stryker Corp COM 863667101 27,477 295,655 SH   SOLE   295,655 0 0
Telephone & Data Sys Inc COM 879433829 19,169 740,423 SH   SOLE   690,953 0 0
Total Sys Svcs Inc COM 891906109 13,012 261,255 SH   SOLE   310,725 0 0
Valmont Inds Inc COM 920253101 22,843 215,473 SH   SOLE   215,473 0 0
Varian Med Sys Inc COM 92220P105 39,924 494,105 SH   SOLE   494,105 0 0
Wal-Mart Stores Inc COM 931142103 34,034 555,193 SH   SOLE   555,193 0 0
Wells Fargo & Co COM 949746101 49,220 905,455 SH   SOLE   905,455 0 0