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 15,820 93,614 SH   SOLE   93,614 0 0
AFLAC INC COM 001055102 45,793 1,046,480 SH   SOLE   1,046,480 0 0
ALLEGHANY CORP COM 017175100 23,620 38,443 SH   SOLE   38,443 0 0
AMERICAN EXPRESS CO COM 025816109 53,435 572,849 SH   SOLE   572,849 0 0
AMPCO-PITTSBURGH CORP COM 032037103 2,882 323,865 SH   SOLE   323,865 0 0
APACHE CORP COM 037411105 26,590 691,034 SH   SOLE   691,034 0 0
AT&T INC COM 00206R102 72,344 2,029,296 SH   SOLE   2,029,296 0 0
AUTOZONE INC COM 053332102 53,659 82,720 SH   SOLE   82,720 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 70,764 354,743 SH   SOLE   354,743 0 0
CASEY'S GENERAL STORES INC COM 147528103 5,864 53,429 SH   SOLE   53,429 0 0
CHEVRON CORP COM 166764100 28,842 252,917 SH   SOLE   252,917 0 0
CITIGROUP INC COM 172967424 43,775 648,533 SH   SOLE   648,533 0 0
DOMTAR CORP COM 257559203 146,264 2,668,570 SH   SOLE   2,668,570 0 0
EXXON MOBIL CORP COM 30231G102 16,570 222,091 SH   SOLE   222,091 0 0
HYSTER-YALE MATERIALS COM 449172105 23,329 333,617 SH   SOLE   333,617 0 0
INTEL CORP COM 458140100 55,988 1,075,053 SH   SOLE   1,075,053 0 0
JOHNSON & JOHNSON COM 478160104 221 1,730 SH   SOLE   1,730 0 0
JPMORGAN CHASE & CO COM 46625H100 151 1,375 SH   SOLE   1,375 0 0
MACY'S INC COM 55616P104 54,442 1,830,620 SH   SOLE   1,830,620 0 0
MICROSOFT CORP COM 594918104 56,352 617,429 SH   SOLE   617,429 0 0
NATIONAL OILWELL VARCO INC COM 637071101 30,824 837,387 SH   SOLE   837,387 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 5,991 459,860 SH   SOLE   459,860 0 0
NOW INC COM 67011P100 22,164 2,168,707 SH   SOLE   2,168,707 0 0
PEPSICO INC COM 713448108 238 2,185 SH   SOLE   2,185 0 0
STRYKER CORP COM 863667101 23,842 148,164 SH   SOLE   148,164 0 0
VALMONT INDUSTRIES COM 920253101 20,904 142,889 SH   SOLE   142,889 0 0
VAREX IMAGING CORP COM 92214X106 73,417 2,051,908 SH   SOLE   2,051,908 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 16,641 135,686 SH   SOLE   135,686 0 0
WABTEC CORP COM 929740108 9,402 115,507 SH   SOLE   115,507 0 0
WAL-MART STORES INC COM 931142103 45,426 510,583 SH   SOLE   510,583 0 0
WELLS FARGO & CO COM 949746101 74,340 1,418,437 SH   SOLE   1,418,437 0 0
WILLIAMS-SONOMA INC COM 969904101 10,911 206,810 SH   SOLE   206,810 0 0
WINMARK CORP COM 974250102 22,829 174,538 SH   SOLE   174,538 0 0