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 16,410 108,084 SH   SOLE   108,084 0 0
AFLAC INC COM 001055102 44,703 575,480 SH   SOLE   575,480 0 0
ALLEGHANY CORP COM 017175100 23,853 40,103 SH   SOLE   40,103 0 0
AMERICAN EXPRESS CO COM 025816109 62,033 736,389 SH   SOLE   736,389 0 0
AMPCO-PITTSBURGH CORP COM 032037103 6,066 411,285 SH   SOLE   411,285 0 0
APACHE CORP COM 037411105 16,108 336,081 SH   SOLE   336,081 0 0
AT&T INC COM 00206R102 61,182 1,621,581 SH   SOLE   1,621,581 0 0
AUTOZONE INC COM 053332102 33,605 58,910 SH   SOLE   58,910 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 71,891 424,463 SH   SOLE   424,463 0 0
CASEY'S GENERAL STORES INC COM 147528103 8,269 77,209 SH   SOLE   77,209 0 0
CHEVRON CORP COM 166764100 29,855 286,165 SH   SOLE   286,165 0 0
CITIGROUP INC COM 172967424 34,159 510,763 SH   SOLE   510,763 0 0
DOMTAR CORP COM 257559203 219,260 4,399,296 SH   SOLE   4,399,296 0 0
EMERSON ELECTRIC CO COM 291011104 1,671 28,043 SH   SOLE   28,043 0 0
EXXON MOBIL CORP COM 30231G102 22,269 275,851 SH   SOLE   275,851 0 0
HYSTER-YALE MATERIALS COM 449172105 25,313 360,332 SH   SOLE   360,332 0 0
INTEL CORP COM 458140100 22,936 679,808 SH   SOLE   679,808 0 0
JOHNSON & JOHNSON COM 478160104 4,837 36,565 SH   SOLE   36,565 0 0
JPMORGAN CHASE & CO COM 46625H100 2,191 23,975 SH   SOLE   23,975 0 0
MICROSOFT CORP COM 594918104 57,223 830,169 SH   SOLE   830,169 0 0
MILLER INDUSTRIES INC/TENN COM 600551204 4,346 174,917 SH   SOLE   174,917 0 0
NATIONAL OILWELL VARCO INC COM 637071101 29,558 897,353 SH   SOLE   897,353 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 6,228 474,370 SH   SOLE   474,370 0 0
NOW INC COM 67011P100 24,180 1,503,739 SH   SOLE   1,503,739 0 0
PEPSICO INC COM 713448108 4,381 37,940 SH   SOLE   37,940 0 0
PROCTER & GAMBLE CO/THE COM 742718109 8,958 102,789 SH   SOLE   102,789 0 0
STAPLES INC COM 855030102 22,070 2,191,743 SH   SOLE   2,191,743 0 0
STRYKER CORP COM 863667101 32,069 231,084 SH   SOLE   231,084 0 0
TELEPHONE AND DATA SYSTEMS COM 879433829 15,269 550,259 SH   SOLE   550,259 0 0
VALMONT INDUSTRIES COM 920253101 24,432 163,316 SH   SOLE   163,316 0 0
VAREX IMAGING CORP COM 92214X106 59,839 1,770,385 SH   SOLE   1,770,385 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 36,706 355,716 SH   SOLE   355,716 0 0
WABTEC CORP COM 929740108 12,691 138,707 SH   SOLE   138,707 0 0
WAL-MART STORES INC COM 931142103 62,544 826,433 SH   SOLE   826,433 0 0
WELLS FARGO & CO COM 949746101 91,583 1,652,832 SH   SOLE   1,652,832 0 0
WINMARK CORP COM 974250102 16,918 131,205 SH   SOLE   131,205 0 0