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
ACCENTURE PLC COM G1151C101 44,291 457,644 SH   SOLE   451,119 0 6,525
AGCO CORP COM 001084102 31,893 561,699 SH   SOLE   558,149 0 3,550
ALLEGION PLC COM G0176J109 7,694 127,927 SH   SOLE   125,645 0 2,282
AMER EXPRESS COM 025816109 37,032 476,477 SH   SOLE   468,727 0 7,750
AMER INTL GROUP COM 026874784 308 4,986 SH   SOLE   4,986 0 0
AMERISOURCEBERGEN COM 03073E105 5,041 47,400 SH   SOLE   47,400 0 0
ANADARKO PETROL COM 032511107 1,756 22,500 SH   SOLE   22,500 0 0
ANSYS INC COM 03662Q105 6,820 74,750 SH   SOLE   74,150 0 600
APACHE COM 037411105 360 6,250 SH   SOLE   6,250 0 0
BANK OF AMERICA COM 060505104 24,003 1,410,275 SH   SOLE   1,389,044 0 21,231
BERKSHIRE HATH A COM 084670108 410 2 SH   SOLE   2 0 0
BERKSHIRE HATH B COM 084670702 61,236 449,898 SH   SOLE   443,998 0 5,900
BLUE HILLS BANC COM 095573101 2,464 176,000 SH   SOLE   176,000 0 0
BOSTON PROPRT COM 101121101 1,670 13,800 SH   SOLE   13,800 0 0
CEB, INC. COM 125134106 25,308 290,700 SH   SOLE   286,800 0 3,900
CH ROBINSON COM 12541w209 3,119 50,000 SH   SOLE   50,000 0 0
CHUBB CORP COM 171232101 1,912 20,100 SH   SOLE   20,100 0 0
CITIGROUP COM 172967424 12,477 225,864 SH   SOLE   222,939 0 2,925
COBALT INTL COM 19075F106 1,262 130,000 SH   SOLE   130,000 0 0
COCA COLA COM 191216100 9,823 250,400 SH   SOLE   246,050 0 4,350
COGNIZANT TECH COM 192446102 11,732 192,050 SH   SOLE   192,050 0 0
CSX CORPORATION COM 126408103 7,410 226,961 SH   SOLE   222,861 0 4,100
CUMMINS INC COM 231021106 7,006 53,400 SH   SOLE   53,400 0 0
DEERE & COMPANY COM 244199105 243 2,500 SH   SOLE   2,500 0 0
DUN &BRADSTREET COM 26483E100 5,527 45,300 SH   SOLE   45,300 0 0
EBAY INC COM 278642103 28,273 469,344 SH   SOLE   465,694 0 3,650
ECHO GLOBAL LGST COM 27875T101 8,492 260,000 SH   SOLE   260,000 0 0
EQUITY RESIDENTL COM 29476L107 2,042 29,100 SH   SOLE   29,100 0 0
EXPEDITERS INTERNATIONAL WASH COM 302130109 328 7,124 SH   SOLE   7,124 0 0
EXPRESS SCRIPTS HOLDING CO. COM 30219G108 443 4,986 SH   SOLE   4,986 0 0
GARTNER INC COM 366651107 17,599 205,170 SH   SOLE   202,545 0 2,625
GENERAL ELECTRIC COM 369604103 27,039 1,017,663 SH   SOLE   1,002,563 0 15,100
GENERAL MOTORS COM 37045V100 26,821 804,717 SH   SOLE   795,767 0 8,950
GENTEX CORP COM 371901109 9,179 559,000 SH   SOLE   559,000 0 0
GOLDMAN SACHS COM 38141g104 4,385 21,000 SH   SOLE   21,000 0 0
GP STRATEGIES COM 36225V104 3,587 107,900 SH   SOLE   107,900 0 0
H&R BLOCK COM 093671105 1,904 64,200 SH   SOLE   60,900 0 3,300
INGERSOLL-RAND COM g47791101 26,234 389,113 SH   SOLE   382,263 0 6,850
INTL BUS MACHINES COM 459200101 24,121 148,290 SH   SOLE   145,815 0 2,475
JOHNSON CONTROLS COM 478366107 1,589 32,075 SH   SOLE   32,075 0 0
JP MORGAN CHASE COM 46625H100 17,917 264,420 SH   SOLE   261,195 0 3,225
LEUCADIA NATL COM 527288104 7,822 322,173 SH   SOLE   319,573 0 2,600
LINEAR TECH COM 535678106 4,678 105,756 SH   SOLE   105,756 0 0
LOEWS CORP COM 540424108 501 13,000 SH   SOLE   13,000 0 0
MANTECH INTL COM 564563104 3,065 105,700 SH   SOLE   105,700 0 0
MARINE PRODUCTS COM 568427108 1,076 172,500 SH   SOLE   172,500 0 0
MASTERCARD INC COM 57636Q104 30,913 330,696 SH   SOLE   326,446 0 4,250
MCKESSON CORP COM 58155Q103 3,822 17,000 SH   SOLE   17,000 0 0
MEDTRONIC PLC COM 585055106 4,446 60,000 SH   SOLE   60,000 0 0
METLIFE INC COM 59156R108 9,238 165,000 SH   SOLE   165,000 0 0
MICROSOFT COM 594918104 14,709 333,170 SH   SOLE   333,170 0 0
NATL OILWELL VAR COM 637071101 19,451 402,875 SH   SOLE   400,000 0 2,875
NOW INC COM 67011P100 950 47,720 SH   SOLE   47,128 0 592
OMEGA FLEX COM 682095104 13,150 349,190 SH   SOLE   344,840 0 4,350
ORACLE CORP COM 68389x105 9,234 229,124 SH   SOLE   229,124 0 0
PERRIGO CO PLC COM G97822103 668 3,614 SH   SOLE   3,614 0 0
PHH CORP COM 693320202 1,248 47,950 SH   SOLE   47,635 0 315
PHILLIPS 66 COM 718546104 9,833 122,056 SH   SOLE   120,031 0 2,025
POSCO COM 693483109 13,942 284,000 SH   SOLE   280,325 0 3,675
POST PROPERTIES COM 737464107 1,745 32,100 SH   SOLE   32,100 0 0
RAYTHEON COM 755111507 263 2,750 SH   SOLE   2,750 0 0
RETAIL PROP OF AM COM 76131V202 1,424 102,250 SH   SOLE   102,250 0 0
TANGER FACT OUT COM 875465106 1,465 46,200 SH   SOLE   46,200 0 0
TAUBMAN CENTERS COM 876664103 876 12,600 SH   SOLE   12,600 0 0
TERADATA CORP COM 88076w103 6,525 176,350 SH   SOLE   176,350 0 0
THOR INDUSTRIES COM 885160101 7,992 142,000 SH   SOLE   142,000 0 0
TWENTY-FIRST CENTURY FOX COM 90130A101 301 9,261 SH   SOLE   9,261 0 0
US BANCORP COM 902973304 16,383 377,500 SH   SOLE   373,000 0 4,500
VARIAN MEDICAL COM 92220p105 4,554 54,000 SH   SOLE   54,000 0 0
WELLS FARGO COM 949746101 41,027 729,499 SH   SOLE   721,293 0 8,206
BK OF AM CW19 WT 060505146 8,653 1,402,458 SH   SOLE   1,402,458 0 0
WTA JPMORGAN WT 46634E114 11,337 458,053 SH   SOLE   458,053 0 0