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 16,715 92,664 SH   SOLE   92,664 0 0
AFLAC INC COM 001055102 45,448 517,750 SH   SOLE   517,750 0 0
ALLEGHANY CORP COM 017175100 22,766 38,193 SH   SOLE   38,193 0 0
AMERICAN EXPRESS CO COM 025816109 61,372 617,989 SH   SOLE   617,989 0 0
AMPCO-PITTSBURGH CORP COM 032037103 4,003 322,875 SH   SOLE   322,875 0 0
APACHE CORP COM 037411105 13,212 312,944 SH   SOLE   312,944 0 0
AT&T INC COM 00206R102 92,657 2,383,176 SH   SOLE   2,383,176 0 0
AUTOZONE INC COM 053332102 58,261 81,900 SH   SOLE   81,900 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 69,583 351,043 SH   SOLE   351,043 0 0
CASEY'S GENERAL STORES INC COM 147528103 5,946 53,119 SH   SOLE   53,119 0 0
CHEVRON CORP COM 166764100 31,234 249,497 SH   SOLE   249,497 0 0
CITIGROUP INC COM 172967424 47,716 641,263 SH   SOLE   641,263 0 0
DOMTAR CORP COM 257559203 174,771 2,808,481 SH   SOLE   2,808,481 0 0
EXXON MOBIL CORP COM 30231G102 18,275 218,501 SH   SOLE   218,501 0 0
HYSTER-YALE MATERIALS COM 449172105 28,155 330,617 SH   SOLE   330,617 0 0
INTEL CORP COM 458140100 49,112 1,063,963 SH   SOLE   1,063,963 0 0
JOHNSON & JOHNSON COM 478160104 229 1,640 SH   SOLE   1,640 0 0
JPMORGAN CHASE & CO COM 46625H100 116 1,085 SH   SOLE   1,085 0 0
MACY'S INC COM 55616P104 45,737 1,815,720 SH   SOLE   1,815,720 0 0
MICROSOFT CORP COM 594918104 55,757 651,829 SH   SOLE   651,829 0 0
NATIONAL OILWELL VARCO INC COM 637071101 29,831 828,187 SH   SOLE   828,187 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 5,987 459,860 SH   SOLE   459,860 0 0
NOW INC COM 67011P100 23,716 2,150,177 SH   SOLE   2,150,177 0 0
PEPSICO INC COM 713448108 204 1,705 SH   SOLE   1,705 0 0
STRYKER CORP COM 863667101 22,700 146,604 SH   SOLE   146,604 0 0
VALMONT INDUSTRIES COM 920253101 23,492 141,649 SH   SOLE   141,649 0 0
VAREX IMAGING CORP COM 92214X106 82,039 2,042,308 SH   SOLE   2,042,308 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 17,662 158,911 SH   SOLE   158,911 0 0
WABTEC CORP COM 929740108 9,379 115,187 SH   SOLE   115,187 0 0
WAL-MART STORES INC COM 931142103 76,436 774,043 SH   SOLE   774,043 0 0
WELLS FARGO & CO COM 949746101 96,716 1,594,147 SH   SOLE   1,594,147 0 0
WILLIAMS-SONOMA INC COM 969904101 10,664 206,280 SH   SOLE   206,280 0 0
WINMARK CORP COM 974250102 22,585 174,538 SH   SOLE   174,538 0 0