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
B/E AEROSPACE INC COM 073302101 161,458 1,860,327 SH   SOLE   1,860,327 0 0
POOL CORPORATION COM 73278L105 130,522 2,128,541 SH   SOLE   2,128,541 0 0
CONNS INC COM 208242107 125,714 3,235,893 SH   SOLE   3,235,893 0 0
VISA INC COM CL A 92826C839 120,754 559,407 SH   SOLE   559,407 0 0
SANCHEZ ENERGY CORP COM 79970Y105 120,066 4,052,184 SH   SOLE   4,052,184 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 119,955 1,597,479 SH   SOLE   1,597,479 0 0
HOWARD HUGHES CORP COM 44267D107 119,057 834,255 SH   SOLE   834,255 0 0
FLOWERS FOODS INC COM 343498101 118,686 5,533,147 SH   SOLE   5,533,147 0 0
3-D SYS CORP DEL COM NEW 88554D205 118,508 2,003,510 SH   SOLE   2,003,510 0 0
SOTHEBYS COM 835898107 115,657 2,655,722 SH   SOLE   2,655,722 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 112,457 1,516,211 SH   SOLE   1,516,211 0 0
OASIS PETE INC NEW COM 674215108 110,878 2,657,027 SH   SOLE   2,657,027 0 0
INGREDION INC COM 457187102 109,882 1,614,017 SH   SOLE   1,614,017 0 0
APPLE INC COM 037833100 107,821 200,881 SH   SOLE   200,881 0 0
LKQ CORP COM 501889208 105,208 3,992,700 SH   SOLE   3,992,700 0 0
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 105,045 1,951,425 SH   SOLE   1,951,425 0 0
VARIAN MED SYS INC COM 92220P105 102,525 1,220,682 SH   SOLE   1,220,682 0 0
LUMINEX CORP DEL COM 55027E102 100,671 5,558,868 SH   SOLE   5,558,868 0 0
EURONET WORLDWIDE INC COM 298736109 89,681 2,156,300 SH   SOLE   2,156,300 0 0
EPIQ SYS INC COM 26882D109 78,222 5,738,947 SH   SOLE   5,738,947 0 0
LEGGETT & PLATT INC COM 524660107 60,659 1,858,440 SH   SOLE   1,858,440 0 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L 060505682 58,610 51,223 SH   SOLE   51,223 0 0
PINNACLE FOODS INC DEL COM 72348P104 42,445 1,421,482 SH   SOLE   1,421,482 0 0
SCHLUMBERGER LTD COM 806857108 22,834 234,190 SH   SOLE   234,190 0 0
MONDELEZ INTL INC CL A 609207105 12,438 360,000 SH   SOLE   360,000 0 0
CULLEN FROST BANKERS INC COM 229899109 11,986 154,600 SH   SOLE   154,600 0 0
MCDONALDS CORP COM 580135101 7,830 79,875 SH   SOLE   79,875 0 0
JPMORGAN CHASE & CO COM 46625H100 7,304 120,312 SH   SOLE   120,312 0 0
NIC INC COM 62914B100 6,305 326,499 SH   SOLE   326,499 0 0
ABBVIE INC COM 00287Y109 5,720 111,278 SH   SOLE   111,278 0 0
JOHNSON & JOHNSON COM 478160104 5,379 54,763 SH   SOLE   54,763 0 0
CHEVRON CORP NEW COM 166764100 4,260 35,824 SH   SOLE   35,824 0 0
COCA COLA CO COM 191216100 4,066 105,170 SH   SOLE   105,170 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,862 81,190 SH   SOLE   81,190 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,694 77,355 SH   SOLE   77,355 0 0
MICROSOFT CORP COM 594918104 3,079 75,105 SH   SOLE   75,105 0 0
GENERAL MLS INC COM 370334104 2,614 50,439 SH   SOLE   50,439 0 0
EXXON MOBIL CORP COM 30231G102 2,164 22,157 SH   SOLE   22,157 0 0
MURPHY OIL CORP COM 626717102 2,011 31,984 SH   SOLE   31,984 0 0
CLECO CORP NEW COM 12561W105 1,712 33,850 SH   SOLE   33,850 0 0
AT&T INC COM 00206R102 1,540 43,911 SH   SOLE   43,911 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,449 17,300 SH   SOLE   17,300 0 0
WESTAR ENERGY INC COM 95709T100 1,410 40,100 SH   SOLE   40,100 0 0
HENRY JACK & ASSOC INC COM 426281101 1,394 25,000 SH   SOLE   25,000 0 0
PEPSICO INC COM 713448108 1,254 15,013 SH   SOLE   15,013 0 0
COLGATE PALMOLIVE CO COM 194162103 1,212 18,688 SH   SOLE   18,688 0 0
ION GEOPHYSICAL CORP COM 462044108 1,196 284,186 SH   SOLE   284,186 0 0
BRISTOW GROUP INC COM 110394103 1,057 14,000 SH   SOLE   14,000 0 0
RAYTHEON CO COM NEW 755111507 1,022 10,350 SH   SOLE   10,350 0 0
SOUTHERN CO COM 842587107 593 13,501 SH   SOLE   13,501 0 0
ALLSTATE CORP COM 020002101 566 10,000 SH   SOLE   10,000 0 0
3M CO COM 88579Y101 543 4,000 SH   SOLE   4,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 536 2,787 SH   SOLE   2,787 0 0
CATERPILLAR INC DEL COM 149123101 514 5,175 SH   SOLE   5,175 0 0
NORFOLK SOUTHERN CORP COM 655844108 510 5,250 SH   SOLE   5,250 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 474 5,075 SH   SOLE   5,075 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 458 5,868 SH   SOLE   5,868 0 0
TRAVELERS COMPANIES INC COM 89417E109 374 4,393 SH   SOLE   4,393 0 0
HOME DEPOT INC COM 437076102 352 4,450 SH   SOLE   4,450 0 0
AFLAC INC COM 001055102 315 5,000 SH   SOLE   5,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 274 4,080 SH   SOLE   4,080 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 268 3,664 SH   SOLE   3,664 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 263 7,954 SH   SOLE   7,954 0 0
BOEING CO COM 097023105 254 2,026 SH   SOLE   2,026 0 0
HANCOCK HLDG CO COM 410120109 233 6,368 SH   SOLE   6,368 0 0
SMUCKER J M CO COM NEW 832696405 233 2,400 SH   SOLE   2,400 0 0
CONSTANT CONTACT INC COM 210313102 225 9,200 SH   SOLE   9,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 221 4,000 SH   SOLE   4,000 0 0