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
ATLANTIC AMERICAN COMMON STOCK 48209100 62 15,676 SH   SOLE 1 15,676 0 0
ADVANCE AUTO PARTS COMMON STOCK 00751Y106 2,130 16,350 SH   SOLE 1 16,350 0 0
APPLE INC COMMON STOCK 37833100 3,039 30,160 SH   SOLE 1 30,160 0 0
ATLAS AIR WORLDWIDE COMMON STOCK 49164205 563 17,050 SH   SOLE 1 17,050 0 0
ARCHER-DANIELS- COMMON STOCK 39483102 1,142 22,355 SH   SOLE 1 22,355 0 0
AUTOMATIC DATA COMMON STOCK 53015103 1,328 15,984 SH   SOLE 1 15,984 0 0
AFLAC INC COMMON STOCK 1055102 462 7,932 SH   SOLE 1 7,932 0 0
AGCO CORPORATION COMMON STOCK 1084102 1,041 22,902 SH   SOLE 1 22,902 0 0
ADECCO S.A. ORD COMMON STOCK H00392318 353 5,200 SH   SOLE 1 5,200 0 0
ALLIED NEVADA GOLD COMMON STOCK 19344100 206 62,220 SH   SOLE 1 62,220 0 0
AON PLC CLASS A COMMON STOCK G0408V102 2,256 25,737 SH   SOLE 1 25,737 0 0
ANADARKO PETROLEUM COMMON STOCK 32511107 1,509 14,873 SH   SOLE 1 14,873 0 0
AV HOMES INC COMMON STOCK 00234P102 176 11,995 SH   SOLE 1 11,995 0 0
AVNET INC COMMON STOCK 53807103 3,092 74,515 SH   SOLE 1 74,515 0 0
AMERICAN EXPRESS CO COMMON STOCK 25816109 232 2,655 SH   SOLE 1 2,655 0 0
ACUITY BRANDS INC COMMON STOCK 00508Y102 1,054 8,951 SH   SOLE 1 8,951 0 0
BANK OF AMERICA COMMON STOCK 60505104 946 55,461 SH   SOLE 1 55,461 0 0
BED BATH & BEYOND COMMON STOCK 75896100 3,400 51,650 SH   SOLE 1 51,650 0 0
BB&T CORPORATION COMMON STOCK 54937107 635 17,066 SH   SOLE 1 17,066 0 0
BECTON DICKINSON CO COMMON STOCK 75887109 3,417 30,020 SH   SOLE 1 30,020 0 0
BRISTOL MYERS SQUIBB COMMON STOCK 110122108 1,498 29,261 SH   SOLE 1 29,261 0 0
BANK OF NOVA SCOTIA COMMON STOCK 64149107 2,254 36,450 SH   SOLE 1 36,450 0 0
BOFI HOLDING INC COMMON STOCK 05566U108 2,560 35,211 SH   SOLE 1 35,211 0 0
BP PLC ADRS COMMON STOCK 55622104 547 12,451 SH   SOLE 1 12,451 0 0
BERKSHIRE HATHAWAY COMMON STOCK 84670108 6,414 31 SH   SOLE 1 31 0 0
BERKSHIRE HATHAWAY B COMMON STOCK 84670702 6,793 49,172 SH   SOLE 1 49,172 0 0
BIO-REFERENCE COMMON STOCK 09057G602 210 7,500 SH   SOLE 1 7,500 0 0
CARDINAL HEALTH INC COMMON STOCK 14149Y108 1,635 21,828 SH   SOLE 1 21,828 0 0
CABOT CORP COMMON STOCK 127055101 634 12,478 SH   SOLE 1 12,478 0 0
CDI CORP COMMON STOCK 125071100 337 23,184 SH   SOLE 1 23,184 0 0
COLGATE-PALMOLIVE CO COMMON STOCK 194162103 2,513 38,525 SH   SOLE 1 38,525 0 0
CLARCOR INC COMMON STOCK 179895107 1,957 31,028 SH   SOLE 1 31,028 0 0
COLONY FINANCIAL INC COMMON STOCK 19624R106 1,107 49,478 SH   SOLE 1 49,478 0 0
COCA-COLA BOTTLING COMMON STOCK 191098102 1,035 13,867 SH   SOLE 1 13,867 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104 1,582 20,673 SH   SOLE 1 20,673 0 0
COSTCO WHLS CORP COMMON STOCK 22160K105 2,290 18,271 SH   SOLE 1 18,271 0 0
CAMPBELL SOUP CO COMMON STOCK 134429109 1,382 32,349 SH   SOLE 1 32,349 0 0
CARBO CERAMICS INC COMMON STOCK 140781105 290 4,900 SH   SOLE 1 4,900 0 0
CREDIT SUISSE GR ADR COMMON STOCK 225401108 299 10,803 SH   SOLE 1 10,803 0 0
CISCO SYSTEMS COMMON STOCK 17275R102 2,001 79,495 SH   SOLE 1 79,495 0 0
CHEVRON CORP COMMON STOCK 166764100 1,038 8,702 SH   SOLE 1 8,702 0 0
DUPONT EI DE NEMOURS COMMON STOCK 263534109 242 3,370 SH   SOLE 1 3,370 0 0
DUPONT EI DE NEMOURS PFD PREFERRED 263534307 651 6,300 SH   SOLE 1 6,300 0 0
D.R. HORTON INC COMMON STOCK 23331A109 205 10,000 SH   SOLE 1 10,000 0 0
DANAHER CORP COMMON STOCK 235851102 6,271 82,533 SH   SOLE 1 82,533 0 0
DISNEY (WALT) CO COMMON STOCK 254687106 712 8,000 SH   SOLE 1 8,000 0 0
DEVON ENERGY CORP COMMON STOCK 25179M103 964 14,132 SH   SOLE 1 14,132 0 0
DYNEX CAPITAL INC COMMON STOCK 26817Q506 376 46,550 SH   SOLE 1 46,550 0 0
ELLINGTON COMMON STOCK 288578107 164 10,100 SH   SOLE 1 10,100 0 0
ENCANA CORPORATION COMMON STOCK 292505104 1,116 52,625 SH   SOLE 1 52,625 0 0
EQUIFAX INC COMMON STOCK 294429105 1,789 23,943 SH   SOLE 1 23,943 0 0
EASTGROUP PROPERTIES COMMON STOCK 277276101 1,358 22,420 SH   SOLE 1 22,420 0 0
EMC CORPORATION COMMON STOCK 268648102 948 32,400 SH   SOLE 1 32,400 0 0
EMERSON ELECTRIC CO COMMON STOCK 291011104 2,323 37,128 SH   SOLE 1 37,128 0 0
ENSCO PLC CLASS A COMMON STOCK G3157S106 647 15,650 SH   SOLE 1 15,650 0 0
EATON CORP PLC COMMON STOCK G29183103 4,805 75,825 SH   SOLE 1 75,825 0 0
EDWARDS LIFESCIENCES COMMON STOCK 28176E108 1,609 15,750 SH   SOLE 1 15,750 0 0
EXPEDITORS INTL OF COMMON STOCK 302130109 490 12,081 SH   SOLE 1 12,081 0 0
FOREST CITY ENT CL A COMMON STOCK 345550107 880 45,004 SH   SOLE 1 45,004 0 0
FREEPORT MCMORAN COMMON STOCK 35671D857 320 9,800 SH   SOLE 1 9,800 0 0
FOMENTO ECONOMICO COMMON STOCK 344419106 897 9,750 SH   SOLE 1 9,750 0 0
FRASERS CENTREPOINT COMMON STOCK Y2642R103 16 11,842 SH   SOLE 1 11,842 0 0
GENERAL ELECTRIC COMMON STOCK 369604103 3,865 150,842 SH   SOLE 1 150,842 0 0
GRACO INCORPORATED COMMON STOCK 384109104 6,402 87,717 SH   SOLE 1 87,717 0 0
GOOGLE INC CL C COMMON STOCK 38259P706 1,927 3,338 SH   SOLE 1 3,338 0 0
GOOGLE INC CL A COMMON STOCK 38259P508 1,858 3,158 SH   SOLE 1 3,158 0 0
GENUINE PARTS CO COMMON STOCK 372460105 2,724 31,057 SH   SOLE 1 31,057 0 0
GLOBAL PAYMENTS COMMON STOCK 37940X102 1,728 24,730 SH   SOLE 1 24,730 0 0
GLAXOSMITHKLINE ADR COMMON STOCK 37733W105 1,712 37,243 SH   SOLE 1 37,243 0 0
GIVAUDAN AG ORD SHRS COMMON STOCK H3238Q102 1,366 854 SH   SOLE 1 854 0 0
HUDSON CITY BANCORP COMMON STOCK 443683107 638 65,593 SH   SOLE 1 65,593 0 0
HOME DEPOT COMMON STOCK 437076102 3,576 38,983 SH   SOLE 1 38,983 0 0
HONDA MOTOR CO LTD COMMON STOCK 438128308 507 14,800 SH   SOLE 1 14,800 0 0
HERSHEY COMPANY COMMON STOCK 427866108 954 9,999 SH   SOLE 1 9,999 0 0
INTL BUS MACHINES COMMON STOCK 459200101 7,830 41,247 SH   SOLE 1 41,247 0 0
INGLES MARKETS INC COMMON STOCK 457030104 535 22,575 SH   SOLE 1 22,575 0 0
INTEL CORP COMMON STOCK 458140100 1,652 47,431 SH   SOLE 1 47,431 0 0
ILLINOIS TOOL WORKS COMMON STOCK 452308109 3,622 42,900 SH   SOLE 1 42,900 0 0
INVESCO LTD COMMON STOCK G491BT108 311 7,876 SH   SOLE 1 7,876 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 3,766 35,336 SH   SOLE 1 35,336 0 0
JAPAN SMALLER CAP FD COMMON STOCK 47109U104 250 25,812 SH   SOLE 1 25,812 0 0
WILEY JOHN &SONS INC COMMON STOCK 968223206 1,508 26,883 SH   SOLE 1 26,883 0 0
DSM N.V. ORD SHRS COMMON STOCK N5017D122 3,215 52,091 SH   SOLE 1 52,091 0 0
KIRBY CORP COMMON STOCK 497266106 684 5,800 SH   SOLE 1 5,800 0 0
KIMBERLY-CLARK CORP COMMON STOCK 494368103 1,222 11,357 SH   SOLE 1 11,357 0 0
COCA-COLA CO COMMON STOCK 191216100 4,551 106,683 SH   SOLE 1 106,683 0 0
KEPPEL CORP LTD COMMON STOCK Y4722Z120 347 41,900 SH   SOLE 1 41,900 0 0
LINCOLN ELEC HLDGS COMMON STOCK 533900106 2,952 42,696 SH   SOLE 1 42,696 0 0
LINEAR TECHNOLOGY COMMON STOCK 535678106 4,072 91,734 SH   SOLE 1 91,734 0 0
LOWE'S COMPANIES INC COMMON STOCK 548661107 3,411 64,449 SH   SOLE 1 64,449 0 0
LEUCADIA NATIONAL COMMON STOCK 527288104 900 37,738 SH   SOLE 1 37,738 0 0
MCDONALDS CORP COMMON STOCK 580135101 2,148 22,653 SH   SOLE 1 22,653 0 0
MARKEL CORP COMMON STOCK 570535104 227 357 SH   SOLE 1 357 0 0
3M COMPANY COMMON STOCK 88579Y101 7,706 54,387 SH   SOLE 1 54,387 0 0
MARINE PRODUCTS CORP COMMON STOCK 568427108 108 13,744 SH   SOLE 1 13,744 0 0
MERCK & CO INC NEW COMMON STOCK 58933Y105 267 4,499 SH   SOLE 1 4,499 0 0
MICROSOFT CORP COMMON STOCK 594918104 1,581 34,096 SH   SOLE 1 34,096 0 0
NORTHEAST BANCORP COMMON STOCK 663904209 1,286 138,866 SH   SOLE 1 138,866 0 0
NOBLE CORP PLC COMMON STOCK G65431101 2,018 90,832 SH   SOLE 1 90,832 0 0
ANNALY CAPITAL COMMON STOCK 35710409 320 30,000 SH   SOLE 1 30,000 0 0
NOBLE GROUP LTD ORD COMMON STOCK G6542T119 426 421,400 SH   SOLE 1 421,400 0 0
NORTHROP GRUMMAN COMMON STOCK 666807102 795 6,030 SH   SOLE 1 6,030 0 0
NOVO NORDISK A/S ADR COMMON STOCK 670100205 952 20,000 SH   SOLE 1 20,000 0 0
NOVARTIS A.G. ADR COMMON STOCK 66987V109 1,906 20,252 SH   SOLE 1 20,252 0 0
NORTHWESTERN CORP COMMON STOCK 668074305 236 5,200 SH   SOLE 1 5,200 0 0
NATIONAL WESTERN COMMON STOCK 638522102 747 3,025 SH   SOLE 1 3,025 0 0
ONEOK INCORPORATED COMMON STOCK 682680103 288 4,400 SH   SOLE 1 4,400 0 0
PLUM CREEK TIMBER CO COMMON STOCK 729251108 4,860 124,583 SH   SOLE 1 124,583 0 0
PEPSICO INC COMMON STOCK 713448108 3,166 34,011 SH   SOLE 1 34,011 0 0
PFIZER INC COMMON STOCK 717081103 1,641 55,500 SH   SOLE 1 55,500 0 0
PROCTER & GAMBLE COMMON STOCK 742718109 3,658 43,678 SH   SOLE 1 43,678 0 0
PARAGON OFFSHORE PLC COMMON STOCK G6S01W108 235 38,250 SH   SOLE 1 38,250 0 0
PHILIP MORRIS INT'L COMMON STOCK 718172109 398 4,773 SH   SOLE 1 4,773 0 0
PPG INDUSTRIES INC COMMON STOCK 693506107 4,756 24,175 SH   SOLE 1 24,175 0 0
PHILLIPS 66 COMMON STOCK 718546104 1,427 17,546 SH   SOLE 1 17,546 0 0
PRUDENTIAL PLC PREFERRED G7293H114 279 10,900 SH   SOLE 1 10,900 0 0
QUALCOMM INC COMMON STOCK 747525103 220 2,937 SH   SOLE 1 2,937 0 0
QEP RESOURCES INC COMMON STOCK 74733V100 297 9,642 SH   SOLE 1 9,642 0 0
QIAGEN N.V. COMMON STOCK N72482107 534 23,453 SH   SOLE 1 23,453 0 0
RAVEN INDUSTRIES INC COMMON STOCK 754212108 6,164 252,610 SH   SOLE 1 252,610 0 0
READING INT'L CL A COMMON STOCK 755408101 943 112,229 SH   SOLE 1 112,229 0 0
DSM N.V. ADR COMMON STOCK 780249108 395 25,609 SH   SOLE 1 25,609 0 0
RPC INC COMMON STOCK 749660106 2,528 115,111 SH   SOLE 1 115,111 0 0
ROYAL BANK OF CANADA COMMON STOCK 780087102 738 10,330 SH   SOLE 1 10,330 0 0
SEACOAST BANKING COMMON STOCK 811707801 158 14,497 SH   SOLE 1 14,497 0 0
STEPAN COMPANY COMMON STOCK 858586100 378 8,528 SH   SOLE 1 8,528 0 0
SMUCKER (J.M.) CO COMMON STOCK 832696405 408 4,119 SH   SOLE 1 4,119 0 0
SK TELECOM CO LTD COMMON STOCK 78440P108 1,496 49,313 SH   SOLE 1 49,313 0 0
SOLAR CAPITAL LTD COMMON STOCK 83413U100 305 16,343 SH   SOLE 1 16,343 0 0
SILVER WHEATON CORP COMMON STOCK 828336107 861 43,200 SH   SOLE 1 43,200 0 0
SYNOVUS FINANCIAL COMMON STOCK 87161C501 757 32,033 SH   SOLE 1 32,033 0 0
SECOM CO LTD COMMON STOCK J69972107 1,194 20,050 SH   SOLE 1 20,050 0 0
SECOM CO LTD ADR COMMON STOCK 813113206 338 22,739 SH   SOLE 1 22,739 0 0
SASOL LTD SPONS ADR COMMON STOCK 803866300 790 14,500 SH   SOLE 1 14,500 0 0
SUNTRUST BANKS COMMON STOCK 867914103 1,474 38,746 SH   SOLE 1 38,746 0 0
ST JUDE MEDICAL INC COMMON STOCK 790849103 1,974 32,835 SH   SOLE 1 32,835 0 0
QUESTAR CORP COMMON STOCK 748356102 219 9,842 SH   SOLE 1 9,842 0 0
SUPREME INDUSTRIES COMMON STOCK 868607102 80 10,252 SH   SOLE 1 10,252 0 0
STRYKER CORP COMMON STOCK 863667101 2,064 25,566 SH   SOLE 1 25,566 0 0
AT&T INC NEW COMMON STOCK 00206R102 231 6,551 SH   SOLE 1 6,551 0 0
TERADATA CORP COMMON STOCK 88076W103 570 13,600 SH   SOLE 1 13,600 0 0
TE CONNECTIVITY LTD COMMON STOCK H84989104 2,543 45,999 SH   SOLE 1 45,999 0 0
TEVA PHARMACEUTICAL COMMON STOCK 881624209 269 5,010 SH   SOLE 1 5,010 0 0
TIFFANY & COMPANY COMMON STOCK 886547108 2,109 21,899 SH   SOLE 1 21,899 0 0
TOTAL SYSTEM SVCS COMMON STOCK 891906109 1,130 36,513 SH   SOLE 1 36,513 0 0
TUPPERWARE CORP COMMON STOCK 899896104 611 8,854 SH   SOLE 1 8,854 0 0
TIME WARNER INC NEW COMMON STOCK 887317303 486 6,468 SH   SOLE 1 6,468 0 0
TEXAS INSTRUMENTS COMMON STOCK 882508104 1,339 28,086 SH   SOLE 1 28,086 0 0
TYCO INTL LTD NEW COMMON STOCK H89128104 2,455 55,088 SH   SOLE 1 55,088 0 0
NET 1 UEPS TECHS INC COMMON STOCK 64107N206 1,091 90,573 SH   SOLE 1 90,573 0 0
UNITED PARCEL SVC COMMON STOCK 911312106 4,875 49,597 SH   SOLE 1 49,597 0 0
U S BANCORP COMMON STOCK 902973304 3,440 82,229 SH   SOLE 1 82,229 0 0
VALSPAR CORPORATION COMMON STOCK 920355104 8,701 110,150 SH   SOLE 1 110,150 0 0
VOLVO AB ADR COMMON STOCK 928856400 454 41,688 SH   SOLE 1 41,688 0 0
VERISK ANALYTICS INC COMMON STOCK 92345Y106 774 12,712 SH   SOLE 1 12,712 0 0
VALEANT COMMON STOCK 91911K102 223 1,700 SH   SOLE 1 1,700 0 0
VERIZON COMM'S COMMON STOCK 92343V104 755 15,111 SH   SOLE 1 15,111 0 0
WALGREEN COMPANY COMMON STOCK 931422109 712 12,013 SH   SOLE 1 12,013 0 0
WELLS FARGO & CO COMMON STOCK 949746101 565 10,883 SH   SOLE 1 10,883 0 0
WILLIAMS COMPANIES COMMON STOCK 969457100 376 6,795 SH   SOLE 1 6,795 0 0
WEIS MARKETS INC COMMON STOCK 948849104 469 12,016 SH   SOLE 1 12,016 0 0
WAL-MART STORES INC COMMON STOCK 931142103 1,378 18,022 SH   SOLE 1 18,022 0 0
WHITE MOUNTAINS INS COMMON STOCK G9618E107 1,714 2,720 SH   SOLE 1 2,720 0 0
WESTERN UNION CO COMMON STOCK 959802109 320 19,968 SH   SOLE 1 19,968 0 0
EXCO RESOURCES INC COMMON STOCK 269279402 85 25,544 SH   SOLE 1 25,544 0 0
EXXON MOBIL CORP COMMON STOCK 30231G102 4,698 49,948 SH   SOLE 1 49,948 0 0
ALLEGHANY CORP COMMON STOCK 17175100 3,487 8,338 SH   SOLE 1 8,338 0 0
ZEBRA TECH CL A COMMON STOCK 989207105 3,994 56,283 SH   SOLE 1 56,283 0 0