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
AETNA INC COM 00817Y108 12,861 103,713 SH   SOLE   103,713 0 0
AFLAC INC COM 001055102 50,735 728,963 SH   SOLE   728,963 0 0
ALLEGHANY CORP COM 017175100 24,865 40,889 SH   SOLE   40,889 0 0
AMERICAN EXPRESS CO COM 025816109 55,774 752,895 SH   SOLE   752,895 0 0
AMPCO-PITTSBURGH CORP COM 032037103 7,046 420,695 SH   SOLE   420,695 0 0
APACHE CORP COM 037411105 21,756 342,784 SH   SOLE   342,784 0 0
AT&T INC COM 00206R102 69,143 1,625,753 SH   SOLE   1,625,753 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 61,270 375,938 SH   SOLE   375,938 0 0
CASEY'S GENERAL STORES INC COM 147528103 7,820 65,789 SH   SOLE   65,789 0 0
CHEVRON CORP COM 166764100 39,510 335,687 SH   SOLE   335,687 0 0
CITIGROUP INC COM 172967424 31,048 522,445 SH   SOLE   522,445 0 0
EMERSON ELECTRIC CO COM 291011104 22,032 395,193 SH   SOLE   395,193 0 0
EXXON MOBIL CORP COM 30231G102 24,385 270,167 SH   SOLE   270,167 0 0
HYSTER-YALE MATERIALS CL A 449172105 23,790 373,061 SH   SOLE   373,061 0 0
INTEL CORP COM 458140100 25,107 692,238 SH   SOLE   692,238 0 0
JOHNSON & JOHNSON COM 478160104 3,611 31,347 SH   SOLE   31,347 0 0
JPMORGAN CHASE & CO COM 46625H100 2,007 23,268 SH   SOLE   23,268 0 0
MICROSOFT CORP COM 594918104 54,135 871,186 SH   SOLE   871,186 0 0
MILLER INDUSTRIES INC/TENN COM 600551204 6,651 251,487 SH   SOLE   251,487 0 0
NATIONAL OILWELL VARCO INC COM 637071101 34,295 916,025 SH   SOLE   916,025 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 7,609 478,290 SH   SOLE   478,290 0 0
NOW INC COM 67011P100 22,070 1,078,176 SH   SOLE   1,078,176 0 0
PEPSICO INC COM 713448108 3,307 31,610 SH   SOLE   31,610 0 0
PROCTER & GAMBLE CO/THE COM 742718109 10,487 124,729 SH   SOLE   124,729 0 0
STAPLES INC COM 855030102 30,446 3,364,202 SH   SOLE   3,364,202 0 0
STRYKER CORP COM 863667101 28,279 236,037 SH   SOLE   236,037 0 0
TELEPHONE AND DATA SYSTEMS COM 879433829 15,849 548,997 SH   SOLE   548,997 0 0
VALMONT INDUSTRIES COM 920253101 23,402 166,094 SH   SOLE   166,094 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 41,123 458,046 SH   SOLE   458,046 0 0
WABTEC CORP COM 929740108 11,323 136,396 SH   SOLE   136,396 0 0
WAL-MART STORES INC COM 931142103 29,679 429,389 SH   SOLE   429,389 0 0
WELLS FARGO & CO COM 949746101 92,376 1,676,215 SH   SOLE   1,676,215 0 0