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 14,955 94,054 SH   SOLE   94,054 0 0
AFLAC INC COM 001055102 43,366 532,820 SH   SOLE   532,820 0 0
ALLEGHANY CORP COM 017175100 21,458 38,733 SH   SOLE   38,733 0 0
AMERICAN EXPRESS CO COM 025816109 62,791 694,139 SH   SOLE   694,139 0 0
AMPCO-PITTSBURGH CORP COM 032037103 5,871 337,445 SH   SOLE   337,445 0 0
APACHE CORP COM 037411105 14,541 317,494 SH   SOLE   317,494 0 0
AT&T INC COM 00206R102 84,653 2,161,186 SH   SOLE   2,161,186 0 0
AUTOZONE INC COM 053332102 49,417 83,040 SH   SOLE   83,040 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 68,059 371,263 SH   SOLE   371,263 0 0
CASEY'S GENERAL STORES INC COM 147528103 5,786 52,869 SH   SOLE   52,869 0 0
CHEVRON CORP COM 166764100 29,653 252,367 SH   SOLE   252,367 0 0
CITIGROUP INC COM 172967424 47,280 649,993 SH   SOLE   649,993 0 0
DOMTAR CORP COM 257559203 196,402 3,628,347 SH   SOLE   3,628,347 0 0
EMERSON ELECTRIC CO COM 291011104 69 1,113 SH   SOLE   1,113 0 0
EXXON MOBIL CORP COM 30231G102 18,079 220,531 SH   SOLE   220,531 0 0
HYSTER-YALE MATERIALS COM 449172105 25,575 334,587 SH   SOLE   334,587 0 0
INTEL CORP COM 458140100 24,103 632,963 SH   SOLE   632,963 0 0
JOHNSON & JOHNSON COM 478160104 196 1,510 SH   SOLE   1,510 0 0
JPMORGAN CHASE & CO COM 46625H100 95 995 SH   SOLE   995 0 0
MICROSOFT CORP COM 594918104 58,281 782,409 SH   SOLE   782,409 0 0
NATIONAL OILWELL VARCO INC COM 637071101 30,015 840,057 SH   SOLE   840,057 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 6,114 474,370 SH   SOLE   474,370 0 0
NOW INC COM 67011P100 30,079 2,178,087 SH   SOLE   2,178,087 0 0
PEPSICO INC COM 713448108 175 1,575 SH   SOLE   1,575 0 0
PROCTER & GAMBLE CO/THE COM 742718109 6,968 76,599 SH   SOLE   76,599 0 0
STRYKER CORP COM 863667101 27,168 191,304 SH   SOLE   191,304 0 0
TELEPHONE AND DATA SYSTEMS COM 879433829 12,629 452,829 SH   SOLE   452,829 0 0
VALMONT INDUSTRIES COM 920253101 23,812 150,619 SH   SOLE   150,619 0 0
VAREX IMAGING CORP COM 92214X106 70,863 2,094,088 SH   SOLE   2,094,088 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 25,444 254,291 SH   SOLE   254,291 0 0
WABTEC CORP COM 929740108 8,904 117,557 SH   SOLE   117,557 0 0
WAL-MART STORES INC COM 931142103 61,485 786,863 SH   SOLE   786,863 0 0
WELLS FARGO & CO COM 949746101 90,955 1,649,237 SH   SOLE   1,649,237 0 0
WILLIAMS-SONOMA INC COM 969904101 4,442 89,090 SH   SOLE   89,090 0 0
WINMARK CORP COM 974250102 22,995 174,538 SH   SOLE   174,538 0 0