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

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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
LAYNE CHRISTENSEN 4.25% CONVERT DUE 11/15/2018 Convertible Bonds 521050AB0 11,971 16,342,000 PRN   SOLE 0 16,342,000 0 0
APPLE INC. Common Stocks 37833100 26,605 241,208 SH   SOLE 0 241,208 0 0
ABB LIMITED Common Stocks 375204 9,750 551,775 SH   SOLE 0 551,775 0 0
ACCENTURE PLC Common Stocks G1151C101 10,340 105,235 SH   SOLE 0 105,235 0 0
APACHE CORP Common Stocks 37411105 8,166 208,525 SH   SOLE 0 208,525 0 0
CHECK POINT SOFTWARE TECH Common Stocks M22465104 19,554 246,487 SH   SOLE 0 246,487 0 0
CHEVRON CORP. Common Stocks 166764100 714 9,050 SH   SOLE 0 9,050 0 0
DISH NETWORK CORP Common Stocks 25470M109 1,110 19,025 SH   SOLE 0 19,025 0 0
EMC CORP Common Stocks 268648102 16,115 667,019 SH   SOLE 0 667,019 0 0
ENTERPRISE PRODUCTS PRTNS Common Stocks 293792107 32,310 1,297,588 SH   SOLE 0 1,297,588 0 0
EQUITY COMMONWEALTH Common Stocks 294628102 17,339 636,539 SH   SOLE 0 636,539 0 0
ENERGY TRANSFER EQUITY L P Common Stocks 29273V100 21,563 1,036,202 SH   SOLE 0 1,036,202 0 0
TWENTY-FIRST CENTURY FOX, INC Common Stocks 90130A101 5,085 188,479 SH   SOLE 0 188,479 0 0
KEURIG GREEN MOUNTAIN Common Stocks 49271M100 7,647 146,671 SH   SOLE 0 146,671 0 0
GOOGLE INC CL C Common Stocks 38259P706 20,943 34,422 SH   SOLE 0 34,422 0 0
GOOGLE INC CL A Common Stocks 38259P508 15,784 24,726 SH   SOLE 0 24,726 0 0
HONEYWELL INTL INC Common Stocks 438516106 1,299 13,716 SH   SOLE 0 13,716 0 0
KINDER MORGAN, INC. Common Stocks 49456B101 7,490 270,599 SH   SOLE 0 270,599 0 0
LAS VEGAS SANDS Common Stocks 517834107 8,200 215,972 SH   SOLE 0 215,972 0 0
MATTEL, INC. Common Stocks 577081102 9,328 442,907 SH   SOLE 0 442,907 0 0
MONSANTO COMPANY Common Stocks 61166W101 18,055 211,561 SH   SOLE 0 211,561 0 0
THE MOSAIC COMPANY Common Stocks 61945C103 9,098 292,434 SH   SOLE 0 292,434 0 0
MATADOR RESOURCES CO. Common Stocks 576485205 933 45,000 SH   SOLE 0 45,000 0 0
NOBLE ENERGY INC Common Stocks 655044105 13,739 455,247 SH   SOLE 0 455,247 0 0
ORACLE CORP Common Stocks 68389X105 9,708 268,759 SH   SOLE 0 268,759 0 0
QUALCOMM INC Common Stocks 747525103 34,926 650,023 SH   SOLE 0 650,023 0 0
ECHOSTAR HOLDING CORP Common Stocks 278768106 282 6,555 SH   SOLE 0 6,555 0 0
SCHLUMBERGER LTD Common Stocks 806857108 14,459 209,636 SH   SOLE 0 209,636 0 0
TEVA PHARMACEUTICAL ADR Common Stocks 881624209 16,021 283,752 SH   SOLE 0 283,752 0 0
XYLEM INC. Common Stocks 98419M100 11,520 350,676 SH   SOLE 0 350,676 0 0
SINTANA ENERGY INC. NEW Common Stocks 82938H107 6 52,895 SH   SOLE 0 52,895 0 0