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 20,493 182,405 SH   SOLE   182,405 0 0
Aflac Inc COM 001055102 50,187 794,873 SH   SOLE   794,873 0 0
Alleghany Corp Del COM 017175100 20,161 40,632 SH   SOLE   40,632 0 0
American Express Co COM 025816109 39,400 641,706 SH   SOLE   641,706 0 0
Ampco-Pittsburgh Corp COM 032037103 5,848 420,419 SH   SOLE   420,419 0 0
Apache Corp COM 037411105 13,596 278,557 SH   SOLE   278,557 0 0
AT&T Inc COM 00206R102 36,084 921,200 SH   SOLE   921,200 0 0
Berkshire Hathaway Inc Del CL B 084670702 51,979 366,357 SH   SOLE   366,357 0 0
Cheveron Corp COM 166764100 36,217 379,638 SH   SOLE   379,638 0 0
Citigroup Inc COM 172967424 20,941 501,583 SH   SOLE   371,381 0 0
Emerson Elec Co COM 291011104 32,008 588,578 SH   SOLE   588,578 0 0
Exxon Mobil Corp COM 30231G102 24,543 293,615 SH   SOLE   293,615 0 0
Hyster-Yale Materials CL A 449172105 17,386 261,061 SH   SOLE   261,061 0 0
Intel Corp COM 458140100 21,139 653,450 SH   SOLE   653,450 0 0
Johnson & Johnson COM 478160104 2,643 24,425 SH   SOLE   24,425 0 0
JP Morgan Chase & Co COM 46625H100 1,738 29,340 SH   SOLE   29,340 0 0
Microsoft Corp COM 594918104 45,852 830,205 SH   SOLE   830,205 0 0
Miller Inds Inc Tenn COM 600551204 5,236 258,197 SH   SOLE   258,197 0 0
National Oilwell Varco Inc COM 637071101 25,843 830,972 SH   SOLE   830,972 0 0
New York Cmnty Bancorp Inc COM 649445103 7,808 491,070 SH   SOLE   491,070 0 0
Now Inc COM 67011P100 15,350 866,241 SH   SOLE   866,241 0 0
Pepsico Inc COM 713448108 3,857 37,635 SH   SOLE   37,635 0 0
Procter & Gamble Co COM 742718109 37,780 458,996 SH   SOLE   458,996 0 0
Staples Inc COM 855030102 19,571 1,774,307 SH   SOLE   1,774,307 0 0
Stryker Corp COM 863667101 30,592 285,115 SH   SOLE   285,115 0 0
Telephone & Data Sys Inc COM 879433829 22,584 750,573 SH   SOLE   750,573 0 0
Total Sys Svcs Inc COM 891906109 16 339 SH   SOLE   339 0 0
Valmont Inds Inc COM 920253101 26,897 217,188 SH   SOLE   217,188 0 0
Varian Med Sys Inc COM 92220P105 38,061 475,650 SH   SOLE   439,050 0 0
Wal-Mart Stores Inc COM 931142103 34,473 503,323 SH   SOLE   503,323 0 0
Wells Fargo & Co COM 949746101 42,209 872,840 SH   SOLE   872,840 0 0