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
CONNS INC COM 208242107 124,101 2,397,618 SH   SOLE 0 2,397,618 0 0
3-D SYS CORP DEL COM NEW 88554D205 114,064 2,598,271 SH   SOLE 0 2,598,271 0 0
POOL CORPORATION COM 73278L105 106,724 2,036,337 SH   SOLE 0 2,036,337 0 0
B/E AEROSPACE INC COM 073302101 103,406 1,639,285 SH   SOLE 0 1,639,285 0 0
LUMINEX CORP DEL COM 55027E102 95,199 4,619,050 SH   SOLE 0 4,619,050 0 0
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 88,475 1,719,625 SH   SOLE 0 1,719,625 0 0
VISA INC COM CL A 92826C839 87,611 479,401 SH   SOLE 0 479,401 0 0
EURONET WORLDWIDE INC COM 298736109 81,206 2,548,852 SH   SOLE 0 2,548,852 0 0
OASIS PETE INC NEW COM 674215108 78,707 2,024,870 SH   SOLE 0 2,024,870 0 0
INGREDION INC COM 457187102 78,168 1,191,217 SH   SOLE 0 1,191,217 0 0
SOTHEBYS COM 835898107 77,489 2,044,019 SH   SOLE 0 2,044,019 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 75,816 1,128,209 SH   SOLE 0 1,128,209 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 75,815 1,228,180 SH   SOLE 0 1,228,180 0 0
CARNIVAL CORP PAIRED CTF 143658300 75,172 2,192,245 SH   SOLE 0 2,192,245 0 0
VARIAN MED SYS INC COM 92220P105 72,332 1,072,382 SH   SOLE 0 1,072,382 0 0
ION GEOPHYSICAL CORP COM 462044108 70,439 11,700,884 SH   SOLE 0 11,700,884 0 0
EPIQ SYS INC COM 26882D109 69,150 5,133,654 SH   SOLE 0 5,133,654 0 0
APPLE INC COM 037833100 63,687 160,654 SH   SOLE 0 160,654 0 0
FLOWERS FOODS INC COM 343498101 50,073 2,270,900 SH   SOLE 0 2,270,900 0 0
CONSTANT CONTACT INC COM 210313102 40,955 2,548,520 SH   SOLE 0 2,548,520 0 0
NIC INC COM 62914B100 38,842 2,349,812 SH   SOLE 0 2,349,812 0 0
HOWARD HUGHES CORP COM 44267D107 35,784 319,245 SH   SOLE 0 319,245 0 0
BANK OF AMERICA CORPORATION 7.25% CNV PFD L 060505682 32,236 29,054 SH   SOLE 0 29,054 0 0
LEGGETT & PLATT INC COM 524660107 24,989 803,775 SH   SOLE 0 803,775 0 0
SCHLUMBERGER LTD COM 806857108 16,027 223,660 SH   SOLE 0 223,660 0 0
MONDELEZ INTl INC CL A 609207105 15,955 559,250 SH   SOLE 0 559,250 0 0
CULLEN FROST BANKERS INC COM 229899109 13,580 203,390 SH   SOLE 0 203,390 0 0
SANCHEZ ENERGY CORP COM 79970Y105 7,237 315,200 SH   SOLE 0 315,200 0 0
MCDONALDS CORP COM 580135101 6,908 69,775 SH   SOLE 0 69,775 0 0
JPMORGAN CHASE & CO COM 46625H100 6,520 123,517 SH   SOLE 0 123,517 0 0
ABBVIE INC COM 00287Y109 4,528 109,540 SH   SOLE 0 109,540 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,191 83,262 SH   SOLE 0 83,262 0 0
JOHNSON & JOHNSON COM 478160104 4,157 48,417 SH   SOLE 0 48,417 0 0
COCA COLA CO COM 191216100 4,068 101,430 SH   SOLE 0 101,430 0 0
CHEVRON CORP NEW COM 166764100 3,639 30,749 SH   SOLE 0 30,749 0 0
SMUCKER J M CO COM NEW 832696405 3,135 30,390 SH   SOLE 0 30,390 0 0
MICROSOFT CORP COM 594918104 2,833 82,005 SH   SOLE 0 82,005 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,641 36,355 SH   SOLE 0 36,355 0 0
RAYTHEON CO COM NEW 755111507 2,350 35,535 SH   SOLE 0 35,535 0 0
GENERAL MLS INC COM 370334104 2,240 46,150 SH   SOLE 0 46,150 0 0
EXXON MOBIL CORP COM 30231G102 2,068 22,887 SH   SOLE 0 22,887 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,879 50,455 SH   SOLE 0 50,455 0 0
CLECO CORP NEW COM 12561W105 1,613 34,750 SH   SOLE 0 34,750 0 0
AT&T INC COM 00206R102 1,554 43,911 SH   SOLE 0 43,911 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,321 17,000 SH   SOLE 0 17,000 0 0
HENRY JACK& ASSOC INC COM 426281101 1,178 25,000 SH   SOLE 0 25,000 0 0
COLGATE PALMOLIVE CO COM 194162103 1,025 17,888 SH   SOLE 0 17,888 0 0
BRISTOW GROUP INC COM 110394103 914 14,000 SH   SOLE 0 14,000 0 0
PEPSICO INC COM 713448108 914 11,178 SH   SOLE 0 11,178 0 0
WESTAR ENERGY INC COM 95709T100 874 27,350 SH   SOLE 0 27,350 0 0
SOUTHERN CO COM 842587107 552 12,500 SH   SOLE 0 12,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 533 2,787 SH   SOLE 0 2,787 0 0
ALLSTATE CORP COM 020002101 481 10,000 SH   SOLE 0 10,000 0 0
3M CO COM 88579Y101 437 4,000 SH   SOLE 0 4,000 0 0
CATERPILLAR INC DEL COM 149123101 412 5,000 SH   SOLE 0 5,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 351 4,393 SH   SOLE 0 4,393 0 0
HOME DEPOT INC COM 437076102 345 4,450 SH   SOLE 0 4,450 0 0
MURPHY OIL CORP COM 626717102 285 4,684 SH   SOLE 0 4,684 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 234 3,664 SH   SOLE 0 3,664 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 220 7,954 SH   SOLE 0 7,954 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 214 4,080 SH   SOLE 0 4,080 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 207 3,068 SH   SOLE 0 3,068 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 203 2,600 SH   SOLE 0 2,600 0 0
REGIONS FINL CORP NEW COM 7591EP100 168 17,630 SH   SOLE 0 17,630 0 0