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 11,480 84,620 SH   SOLE   52,380 0 32,240
AAR CORP COM 000361105 3,114 120,000 SH   SOLE   120,000 0 0
ADVANCE AUTO PARTS INC COM 00751y106 690 5,456 SH   SOLE   5,456 0 0
ADVENT SOFTWARE INC COM 007974108 366 12,461 SH   SOLE   12,461 0 0
AES CORP COM 00130H105 2,142 150,000 SH   SOLE   150,000 0 0
AFLAC INC COM 001055102 283 4,482 SH   SOLE   4,482 0 0
AGL RES INC COM 001204106 2,298 46,946 SH   SOLE   6,446 0 40,500
ALCOA INC COM 013817101 153 11,917 SH   SOLE   11,777 0 140
ALLSTATE CORP COM 020002101 7,561 133,637 SH   SOLE   110,242 0 23,395
ALTRIA GROUP INC COM 02209s103 504 13,474 SH   SOLE   13,474 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553e106 7,441 607,890 SH   SOLE   407,465 0 200,425
AMERICAN EXPRESS CO COM 025816109 230 2,553 SH   SOLE   2,553 0 0
AMERISOURCEBERGEN CORP COM 03073e105 1,299 19,802 SH   SOLE   19,802 0 0
ANNALY CAP MGMT INC COM 035710409 7,149 651,681 SH   SOLE   544,911 0 106,770
APPLE INC COM 037833100 10,425 19,423 SH   SOLE   11,560 0 7,863
ARCTIC CAT INC COM 039670104 2,050 42,890 SH   SOLE   36,135 0 6,755
ARES CAP CORP COM 04010L103 575 32,656 SH   SOLE   32,256 0 400
ARES COML REAL ESTATE CORP COM 04013v108 3,447 257,060 SH   SOLE   207,915 0 49,145
ARRIS GROUP INC NEW COM 04270V106 5,481 194,498 SH   SOLE   167,063 0 27,435
ASCENA RETAIL GROUP INC COM 04351G101 1,645 95,186 SH   SOLE   80,906 0 14,280
AT&T INC COM 00206r102 11,197 319,263 SH   SOLE   202,960 0 116,303
ATWOOD OCEANICS INC COM 050095108 2,958 58,703 SH   SOLE   48,613 0 10,090
AUTOMATIC DATA PROCESSING IN COM 053015103 2,364 30,600 SH   SOLE   0 0 30,600
AVERY DENNISON CORP COM 053611109 2,596 51,241 SH   SOLE   44,596 0 6,645
AVNET INC COM 053807103 2,792 60,000 SH   SOLE   60,000 0 0
AZZ INC COM 002474104 2,400 53,720 SH   SOLE   46,230 0 7,490
BANK OF AMERICA CORPORATION COM 060505104 3,429 199,360 SH   SOLE   199,360 0 0
BAXTER INTL INC COM 071813109 9,731 132,248 SH   SOLE   86,928 0 45,320
BB&T CORP COM 054937107 3,708 92,300 SH   SOLE   75,410 0 16,890
BECTON DICKINSON & CO COM 075887109 2,225 19,000 SH   SOLE   0 0 19,000
BGC PARTNERS INC CL A 05541T101 187 28,550 SH   SOLE   27,380 0 1,170
BLACKROCK INC COM 09247X101 10,277 32,678 SH   SOLE   25,268 0 7,410
BLACKROCK KELSO CAPITAL CORP COM 092533108 125 13,660 SH   SOLE   13,100 0 560
BP PLC SPONSORED ADR 055622104 414 8,616 SH   SOLE   8,266 0 350
BRISTOL MYERS SQUIBB CO COM 110122108 271 5,211 SH   SOLE   5,211 0 0
BROWN & BROWN INC COM 115236101 6,072 197,388 SH   SOLE   175,838 0 21,550
CAI INTERNATIONAL INC COM 12477X106 5,850 237,139 SH   SOLE   203,954 0 33,185
CASELLA WASTE SYS INC CL A 147448104 2,282 446,501 SH   SOLE   388,071 0 58,430
CATERPILLAR INC DEL COM 149123101 8,986 90,434 SH   SOLE   54,033 0 36,401
CATHAY GEN BANCORP COM 149150104 3,168 125,756 SH   SOLE   106,791 0 18,965
CELADON GROUP INC COM 150838100 3,943 164,028 SH   SOLE   139,883 0 24,145
CHESAPEAKE ENERGY CORP COM 165167107 397 15,490 SH   SOLE   15,490 0 0
CHEVRON CORP NEW COM 166764100 10,402 87,477 SH   SOLE   59,107 0 28,370
CISCO SYS INC COM 17275R102 9,797 437,085 SH   SOLE   279,995 0 157,090
CITIGROUP INC COM NEW 172967424 2,158 45,331 SH   SOLE   45,331 0 0
CITRIX SYS INC COM 177376100 1,189 20,697 SH   SOLE   16,915 0 3,782
CME GROUP INC COM 12572Q105 5,698 76,982 SH   SOLE   63,859 0 13,123
COCA COLA CO COM 191216100 5,103 132,004 SH   SOLE   37,568 0 94,436
COCA COLA ENTERPRISES INC NE COM 19122T109 263 5,500 SH   SOLE   5,500 0 0
COLONY FINL INC COM 19624r106 1,221 55,630 SH   SOLE   46,550 0 9,080
COLUMBIA BKG SYS INC COM 197236102 3,776 132,391 SH   SOLE   112,906 0 19,485
COMCAST CORP NEW CL A 20030n101 11,838 236,569 SH   SOLE   137,909 0 98,660
CONAGRA FOODS INC COM 205887102 7,160 230,760 SH   SOLE   192,035 0 38,725
CONOCOPHILLIPS COM 20825C104 8,298 117,960 SH   SOLE   98,108 0 19,852
CONVERSANT INC COM 21249J105 4,128 146,626 SH   SOLE   124,936 0 21,690
CON-WAY INC COM 205944101 2,523 61,416 SH   SOLE   53,561 0 7,855
COOPER TIRE & RUBR CO COM 216831107 1,749 71,995 SH   SOLE   71,995 0 0
CORNING INC COM 219350105 424 20,365 SH   SOLE   20,165 0 200
COVANTA HLDG CORP COM 22282e102 3,961 219,449 SH   SOLE   194,484 0 24,965
CRACKER BARREL OLD CTRY STOR COM 22410j106 1,018 10,468 SH   SOLE   10,468 0 0
DATALINK CORP COM 237934104 2,377 170,636 SH   SOLE   143,841 0 26,795
DEAN FOODS CO NEW COM NEW 242370203 3,876 250,734 SH   SOLE   232,524 0 18,210
DEVON ENERGY CORP NEW COM 25179M103 6,049 90,374 SH   SOLE   74,838 0 15,536
DISNEY WALT CO COM DISNEY 254687106 9,523 118,929 SH   SOLE   80,204 0 38,725
DONNELLEY R R & SONS CO COM 257867101 247 13,815 SH   SOLE   13,245 0 570
DOW CHEM CO COM 260543103 9,853 202,774 SH   SOLE   124,074 0 78,700
DR PEPPER SNAPPLE GROUP INC COM 26138E109 270 4,950 SH   SOLE   4,820 0 130
DUKE ENERGY CORP NEW COM NEW 26441C204 4,112 57,733 SH   SOLE   48,353 0 9,380
DYCOM INDS INC COM 267475101 2,979 94,257 SH   SOLE   79,652 0 14,605
EAST WEST BANCORP INC COM 27579r104 2,388 65,427 SH   SOLE   56,142 0 9,285
EMERSON ELEC CO COM 291011104 365 5,460 SH   SOLE   5,460 0 0
EVERBANK FINL CORP COM 29977G102 2,599 131,740 SH   SOLE   114,165 0 17,575
EXPRESS SCRIPTS HLDG CO COM 30219G108 13,194 175,707 SH   SOLE   149,652 0 26,055
EXXON MOBIL CORP COM 30231G102 15,392 157,571 SH   SOLE   106,007 0 51,564
FEDERATED INVS INC PA CL B 314211103 5,059 165,640 SH   SOLE   109,355 0 56,285
FIDELITY NATIONAL FINANCIAL CL A 31620r105 796 25,326 SH   SOLE   25,326 0 0
FIDELITY SOUTHERN CORP NEW COM 316394105 1,410 100,900 SH   SOLE   80,940 0 19,960
FIDUS INVT CORP COM 316500107 3,698 191,494 SH   SOLE   164,044 0 27,450
FIFTH STREET FINANCE CORP COM 31678A103 116 12,210 SH   SOLE   11,685 0 525
FIFTH THIRD BANCORP COM 316773100 3,210 139,818 SH   SOLE   139,818 0 0
FOSTER WHEELER AG COM H27178104 3,242 100,000 SH   SOLE   100,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 153 26,755 SH   SOLE   25,785 0 970
FTI CONSULTING INC COM 302941109 447 13,398 SH   SOLE   13,398 0 0
GAMESTOP CORP NEW CL A 36467w109 443 10,776 SH   SOLE   10,626 0 150
GENERAL ELECTRIC CO COM 369604103 15,731 607,613 SH   SOLE   407,390 0 200,223
GENUINE PARTS CO COM 372460105 410 4,726 SH   SOLE   4,726 0 0
GENWORTH FINL INC COM CL A 37247d106 1,434 80,900 SH   SOLE   80,900 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 340 6,360 SH   SOLE   6,100 0 260
GLOBAL BRASS & COPPR HLDGS I COM 37953g103 3,096 196,347 SH   SOLE   159,022 0 37,325
GOLUB CAP BDC INC COM 38173M102 198 11,075 SH   SOLE   10,675 0 400
GOOGLE INC CL A 38259P508 708 635 SH   SOLE   0 0 635
HALLIBURTON CO COM 406216101 7,440 126,329 SH   SOLE   105,224 0 21,105
HANOVER INS GROUP INC COM 410867105 3,727 60,663 SH   SOLE   51,903 0 8,760
HARTFORD FINL SVCS GROUP INC COM 416515104 2,822 80,000 SH   SOLE   80,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,211 230,034 SH   SOLE   200,839 0 29,195
HCC INS HLDGS INC COM 404132102 3,980 87,500 SH   SOLE   75,825 0 11,675
HEALTH NET INC COM 42222g108 2,266 66,638 SH   SOLE   56,848 0 9,790
HOME DEPOT INC COM 437076102 4,286 54,167 SH   SOLE   27,626 0 26,541
HURON CONSULTING GROUP INC COM 447462102 2,640 41,651 SH   SOLE   36,296 0 5,355
IBERIABANK CORP COM 450828108 3,591 51,187 SH   SOLE   43,932 0 7,255
IGATE CORP COM 45169U105 2,413 76,513 SH   SOLE   66,583 0 9,930
INTEL CORP COM 458140100 6,006 232,664 SH   SOLE   103,869 0 128,795
INTERNATIONAL BUSINESS MACHS COM 459200101 9,547 49,599 SH   SOLE   27,265 0 22,334
ISHARES MSCI EAFE ETF 464287465 262 3,900 SH   SOLE   0 0 3,900
JABIL CIRCUIT INC COM 466313103 5,983 332,416 SH   SOLE   302,116 0 30,300
JOHNSON & JOHNSON COM 478160104 14,889 151,577 SH   SOLE   103,342 0 48,235
JPMORGAN CHASE & CO COM 46625H100 10,062 165,744 SH   SOLE   139,849 0 25,895
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,882 65,253 SH   SOLE   52,475 0 12,778
KIMBERLY CLARK CORP COM 494368103 363 3,292 SH   SOLE   3,292 0 0
LANDEC CORP COM 514766104 2,006 179,789 SH   SOLE   144,194 0 35,595
LEAR CORP COM NEW 521865204 535 6,393 SH   SOLE   6,393 0 0
LINCOLN NATL CORP IND COM 534187109 4,054 80,000 SH   SOLE   80,000 0 0
LOCKHEED MARTIN CORP COM 539830109 9,017 55,235 SH   SOLE   45,190 0 10,045
MAGNUM HUNTER RES CORP DEL COM 55973B102 136 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101 1,262 12,875 SH   SOLE   12,875 0 0
MEADWESTVACO CORP COM 583334107 597 15,850 SH   SOLE   15,850 0 0
MEDTRONIC INC COM 585055106 460 7,480 SH   SOLE   7,480 0 0
MERCK & CO INC NEW COM 58933Y105 2,941 51,807 SH   SOLE   43,502 0 8,305
MICROSOFT CORP COM 594918104 15,083 367,964 SH   SOLE   227,309 0 140,655
MRC GLOBAL INC COM 55345K103 4,852 179,980 SH   SOLE   154,530 0 25,450
NATIONAL OILWELL VARCO INC COM 637071101 3,757 48,242 SH   SOLE   40,271 0 7,971
NEENAH PAPER INC COM 640079109 4,253 82,235 SH   SOLE   67,690 0 14,545
NETGEAR INC COM 64111Q104 3,992 118,345 SH   SOLE   105,290 0 13,055
NEWELL RUBBERMAID INC COM 651229106 708 23,691 SH   SOLE   23,691 0 0
NOBLE CORP PLC SHS USD G65431101 439 13,414 SH   SOLE   13,414 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,936 50,800 SH   SOLE   0 0 50,800
NOVARTIS A G SPONSORED ADR 66987v109 8,346 98,164 SH   SOLE   58,334 0 39,830
NOVATEL WIRELESS INC COM NEW 66987m604 19 10,575 SH   SOLE   10,575 0 0
NUCOR CORP COM 670346105 7,311 144,654 SH   SOLE   121,264 0 23,390
OCCIDENTAL PETE CORP DEL COM 674599105 3,644 38,240 SH   SOLE   31,305 0 6,935
OFFICE DEPOT INC COM 676220106 58 14,125 SH   SOLE   14,125 0 0
OLD NATL BANCORP IND COM 680033107 238 15,990 SH   SOLE   15,990 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,459 580,758 SH   SOLE   517,513 0 63,245
ORACLE CORP COM 68389X105 2,412 58,953 SH   SOLE   48,658 0 10,295
ORBOTECH LTD ORD M75253100 912 59,286 SH   SOLE   47,656 0 11,630
OUTERWALL INC COM 690070107 4,933 68,036 SH   SOLE   61,236 0 6,800
OWENS ILL INC COM NEW 690768403 1,015 30,000 SH   SOLE   30,000 0 0
PANTRY INC COM 698657103 2,293 149,503 SH   SOLE   130,508 0 18,995
PAYCHEX INC COM 704326107 535 12,569 SH   SOLE   12,394 0 175
PENGROWTH ENERGY CORP COM 70706P104 1,394 229,300 SH   SOLE   229,000 0 300
PEPSICO INC COM 713448108 9,954 119,208 SH   SOLE   100,187 0 19,021
PERFORMANT FINL CORP COM 71377e105 1,635 180,650 SH   SOLE   153,670 0 26,980
PETROQUEST ENERGY INC COM 716748108 1,635 286,925 SH   SOLE   229,930 0 56,995
PFIZER INC COM 717081103 15,587 485,274 SH   SOLE   317,979 0 167,295
PHILIP MORRIS INTL INC COM 718172109 4,112 50,228 SH   SOLE   43,058 0 7,170
PNC FINL SVCS GROUP INC COM 693475105 8,112 93,247 SH   SOLE   77,605 0 15,642
PPL CORP COM 69351t106 8,125 245,180 SH   SOLE   206,040 0 39,140
PRAXAIR INC COM 74005P104 1,038 7,923 SH   SOLE   7,743 0 180
PREMIERE GLOBAL SVCS INC COM 740585104 3,782 313,569 SH   SOLE   268,179 0 45,390
PROCTER & GAMBLE CO COM 742718109 9,860 122,329 SH   SOLE   71,834 0 50,495
PROSHARES TR PSHS ULTSH 20YRS 74347B201 3,378 50,000 SH   SOLE   50,000 0 0
PROTECTIVE LIFE CORP COM 743674103 2,271 43,190 SH   SOLE   37,015 0 6,175
QLOGIC CORP COM 747277101 2,258 177,106 SH   SOLE   149,226 0 27,880
QUALITY DISTR INC FLA COM 74756M102 626 48,160 SH   SOLE   38,670 0 9,490
RAYMOND JAMES FINANCIAL INC COM 754730109 13,007 232,561 SH   SOLE   194,841 0 37,720
REPUBLIC SVCS INC COM 760759100 5,746 168,206 SH   SOLE   95,716 0 72,490
ROCK-TENN CO CL A 772739207 8,181 77,496 SH   SOLE   71,341 0 6,155
ROVI CORP COM 779376102 3,870 169,903 SH   SOLE   144,433 0 25,470
RPM INTL INC COM 749685103 1,887 45,112 SH   SOLE   45,112 0 0
SCHLUMBERGER LTD COM 806857108 546 5,600 SH   SOLE   5,600 0 0
SELECT COMFORT CORP COM 81616x103 186 10,310 SH   SOLE   10,310 0 0
SKYWORKS SOLUTIONS INC COM 83088m102 4,796 127,819 SH   SOLE   109,719 0 18,100
SONOCO PRODS CO COM 835495102 344 8,385 SH   SOLE   8,385 0 0
SOUTHERN CO COM 842587107 6,110 139,049 SH   SOLE   84,589 0 54,460
SPECTRA ENERGY CORP COM 847560109 3,184 86,185 SH   SOLE   13,910 0 72,275
STELLUS CAP INVT CORP COM 858568108 2,545 176,965 SH   SOLE   149,988 0 26,977
SUNTRUST BKS INC COM 867914103 1,324 33,275 SH   SOLE   3,275 0 30,000
SYKES ENTERPRISES INC COM 871237103 3,766 189,541 SH   SOLE   162,166 0 27,375
SYNAPTICS INC COM 87157D109 2,923 48,697 SH   SOLE   42,047 0 6,650
SYNNEX CORP COM 87162W100 2,023 33,371 SH   SOLE   28,791 0 4,580
SYNOVUS FINL CORP COM 87161C105 140 41,267 SH   SOLE   41,267 0 0
SYSCO CORP COM 871829107 10,160 281,205 SH   SOLE   179,201 0 102,004
TARGET CORP COM 87612e106 3,635 60,073 SH   SOLE   49,638 0 10,435
TCP CAP CORP COM 87238q103 2,635 159,228 SH   SOLE   135,088 0 24,140
TENNECO INC COM 880349105 2,264 38,992 SH   SOLE   33,292 0 5,700
THL CR INC COM 872438106 2,431 176,174 SH   SOLE   152,089 0 24,085
TIDEWATER INC COM 886423102 8,020 164,954 SH   SOLE   148,854 0 16,100
TITAN INTL INC ILL COM 88830m102 760 40,000 SH   SOLE   40,000 0 0
TJX COS INC NEW COM 872540109 4,880 80,463 SH   SOLE   67,440 0 13,023
TORCHMARK CORP COM 891027104 3,918 49,784 SH   SOLE   41,683 0 8,101
TOWER INTL INC COM 891826109 2,818 103,523 SH   SOLE   84,378 0 19,145
TOWERS WATSON & CO CL A 891894107 4,313 37,817 SH   SOLE   32,922 0 4,895
TRIANGLE CAP CORP COM 895848109 1,717 66,300 SH   SOLE   55,800 0 10,500
TRIANGLE PETE CORP COM NEW 89600b201 3,606 437,617 SH   SOLE   387,077 0 50,540
TRIMAS CORP COM NEW 896215209 1,484 44,702 SH   SOLE   38,687 0 6,015
TRIUMPH GROUP INC NEW COM 896818101 2,423 37,515 SH   SOLE   32,395 0 5,120
TWO HBRS INVT CORP COM 90187B101 168 16,390 SH   SOLE   15,680 0 710
UNIFI INC COM NEW 904677200 1,153 50,000 SH   SOLE   50,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 480 4,930 SH   SOLE   4,930 0 0
UNITED TECHNOLOGIES CORP COM 913017109 718 6,149 SH   SOLE   6,149 0 0
UNUM GROUP COM 91529y106 1,332 37,725 SH   SOLE   37,725 0 0
US BANCORP DEL COM NEW 902973304 8,915 208,000 SH   SOLE   137,725 0 70,275
V F CORP COM 918204108 2,155 34,818 SH   SOLE   28,342 0 6,476
VERIFONE SYS INC COM 92342Y109 14,120 417,496 SH   SOLE   356,834 0 60,662
WAL-MART STORES INC COM 931142103 332 4,349 SH   SOLE   4,199 0 150
WASTE MGMT INC DEL COM 94106l109 320 7,615 SH   SOLE   7,615 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,958 62,306 SH   SOLE   54,146 0 8,160
WELLPOINT INC COM 94973V107 8,041 80,770 SH   SOLE   66,435 0 14,335
WELLS FARGO & CO NEW COM 949746101 8,284 166,538 SH   SOLE   138,893 0 27,645
WILEY JOHN & SONS INC CL A 968223206 5,937 103,008 SH   SOLE   91,298 0 11,710
WILLBROS GROUP INC DEL COM 969203108 2,967 235,082 SH   SOLE   199,892 0 35,190
WINTRUST FINL CORP COM 97650W108 4,164 85,570 SH   SOLE   73,115 0 12,455
XERIUM TECHNOLOGIES INC COM NEW 98416j118 1,980 123,379 SH   SOLE   101,524 0 21,855
YUM BRANDS INC COM 988498101 353 4,679 SH   SOLE   4,679 0 0
ZIONS BANCORPORATION COM 989701107 2,424 78,228 SH   SOLE   66,458 0 11,770