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
3M CO COM 88579Y101 9,157 52,830 SH   SOLE   52,830 0 0
ADT INC COM 00090Q103 6,885 1,125,003 SH   SOLE   1,125,003 0 0
AFLAC INC COM 001055102 25,188 459,569 SH   SOLE   459,569 0 0
ALLEGHANY CORP COM 017175100 6,135 9,008 SH   SOLE   9,008 0 0
AMERICAN EXPRESS CO COM 025816109 18,552 150,293 SH   SOLE   150,293 0 0
APACHE CORP COM 037411105 11,965 413,046 SH   SOLE   413,046 0 0
AT&T INC COM 00206R102 127,825 3,814,541 SH   SOLE   3,814,541 0 0
AUTOZONE INC COM 053332102 10,107 9,193 SH   SOLE   9,193 0 0
BANK OZK COM 06417N103 4,774 158,690 SH   SOLE   158,690 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 41,088 192,749 SH   SOLE   192,749 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 6,668 79,060 SH   SOLE   79,060 0 0
CASEY'S GENERAL STORES INC COM 147528103 7,832 50,210 SH   SOLE   50,210 0 0
CHEVRON CORP COM 166764100 11,091 89,130 SH   SOLE   89,130 0 0
CITIGROUP INC COM 172967424 27,238 388,959 SH   SOLE   388,959 0 0
CUMMINS INC COM 231021106 4,624 26,990 SH   SOLE   26,990 0 0
EXXON MOBIL CORP COM 30231G102 34,774 453,795 SH   SOLE   453,795 0 0
HORMEL FOODS CORP COM 440452100 4,315 106,460 SH   SOLE   106,460 0 0
IMAX CORP COM 45245E109 6,666 330,049 SH   SOLE   330,049 0 0
INTEL CORP COM 458140100 24,208 505,708 SH   SOLE   505,708 0 0
JOHNSON & JOHNSON COM 478160104 23,461 168,450 SH   SOLE   168,450 0 0
JPMORGAN CHASE & CO COM 46625H100 17,680 158,140 SH   SOLE   158,140 0 0
LIBERTY BROADBAND-C COM 530307305 13,801 132,431 SH   SOLE   132,431 0 0
MACY'S INC COM 55616P104 17,637 821,890 SH   SOLE   821,890 0 0
MCKESSON CORP COM 58155Q103 4,421 32,900 SH   SOLE   32,900 0 0
MERCK & CO. INC. COM 58933Y105 6,791 80,990 SH   SOLE   80,990 0 0
MICROSOFT CORP COM 594918104 12,193 91,020 SH   SOLE   91,020 0 0
MOLSON COORS BREWING CO -B CL B 60871R209 27,370 488,750 SH   SOLE   488,750 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 29,127 392,241 SH   SOLE   392,241 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,816 216,646 SH   SOLE   216,646 0 0
NOVO-NORDISK A/S-SPONS ADR COM 670100205 4,405 86,320 SH   SOLE   86,320 0 0
NOW INC COM 67011P100 5,475 370,995 SH   SOLE   370,995 0 0
ORACLE CORP COM 68389X105 4,683 82,210 SH   SOLE   82,210 0 0
PEPSICO INC COM 713448108 20,890 159,310 SH   SOLE   159,310 0 0
UNILEVER N V -NY SHARES COM 904784709 8,675 142,880 SH   SOLE   142,880 0 0
VALMONT INDUSTRIES COM 920253101 8,432 66,496 SH   SOLE   66,496 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,794 153,930 SH   SOLE   153,930 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 42,215 772,183 SH   SOLE   772,183 0 0
WELLS FARGO & CO COM 949746101 39,768 840,407 SH   SOLE   840,407 0 0
WILLIAMS-SONOMA INC COM 969904101 7,512 115,580 SH   SOLE   115,580 0 0
WINMARK CORP COM 974250102 29,256 168,968 SH   SOLE   168,968 0 0