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
3-D SYS CORP DEL COM NEW 88554D205 147,337 2,728,965 SH   SOLE   2,728,965 0 0
CONNS INC COM 208242107 126,074 2,519,968 SH   SOLE   2,519,968 0 0
B/E AEROSPACE INC COM 073302101 119,614 1,620,345 SH   SOLE   1,620,345 0 0
POOL CORPORATION COM 73278L105 116,108 2,070,766 SH   SOLE   2,070,766 0 0
OASIS PETE INC NEW COM 674215108 112,927 2,298,527 SH   SOLE   2,298,527 0 0
SOTHEBYS COM 835898107 110,905 2,257,372 SH   SOLE   2,257,372 0 0
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 104,226 1,940,175 SH   SOLE   1,940,175 0 0
VISA INC COM CL A 92826C839 102,158 534,577 SH   SOLE   534,577 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 98,633 1,416,536 SH   SOLE   1,416,536 0 0
INGREDION INC COM 457187102 97,665 1,475,967 SH   SOLE   1,475,967 0 0
LUMINEX CORP DEL COM 55027E102 94,095 4,704,774 SH   SOLE   4,704,774 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 92,283 1,493,255 SH   SOLE   1,493,255 0 0
APPLE INC COM 037833100 84,602 177,455 SH   SOLE   177,455 0 0
VARIAN MED SYS INC COM 92220P105 84,202 1,126,752 SH   SOLE   1,126,752 0 0
ION GEOPHYSICAL CORP COM 462044108 71,475 13,745,184 SH   SOLE   13,745,184 0 0
EPIQ SYS INC COM 26882D109 71,131 5,392,769 SH   SOLE   5,392,769 0 0
EURONET WORLDWIDE INC COM 298736109 70,383 1,764,874 SH   SOLE   1,764,874 0 0
FLOWERS FOODS INC COM 343498101 59,769 2,787,722 SH   SOLE   2,787,722 0 0
HOWARD HUGHES CORP COM 44267D107 56,752 505,045 SH   SOLE   505,045 0 0
NIC INC COM 62914B100 51,913 2,246,362 SH   SOLE   2,246,362 0 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L 060505682 45,081 41,693 SH   SOLE   41,693 0 0
SANCHEZ ENERGY CORP COM 79970Y105 44,709 1,692,900 SH   SOLE   1,692,900 0 0
LEGGETT & PLATT INC COM 524660107 38,142 1,265,075 SH   SOLE   1,265,075 0 0
MONDELEZ INTL INC CL A 609207105 26,199 833,800 SH   SOLE   833,800 0 0
SCHLUMBERGER LTD COM 806857108 19,792 223,990 SH   SOLE   223,990 0 0
CONSTANT CONTACT INC COM 210313102 11,429 482,625 SH   SOLE   482,625 0 0
CULLEN FROST BANKERS INC COM 229899109 10,187 144,400 SH   SOLE   144,400 0 0
MCDONALDS CORP COM 580135101 6,930 72,025 SH   SOLE   72,025 0 0
JPMORGAN CHASE & CO COM 46625H100 6,410 124,017 SH   SOLE   124,017 0 0
ABBVIE INC COM 00287Y109 4,924 110,080 SH   SOLE   110,080 0 0
JOHNSON & JOHNSON COM 478160104 4,158 47,963 SH   SOLE   47,963 0 0
CHEVRON CORP NEW COM 166764100 4,077 33,553 SH   SOLE   33,553 0 0
COCA COLA CO COM 191216100 3,810 100,580 SH   SOLE   100,580 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,494 74,856 SH   SOLE   74,856 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,904 37,550 SH   SOLE   37,550 0 0
MICROSOFT CORP COM 594918104 2,533 76,105 SH   SOLE   76,105 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,498 62,005 SH   SOLE   62,005 0 0
GENERAL MLS INC COM 370334104 2,394 49,950 SH   SOLE   49,950 0 0
EXXON MOBIL CORP COM 30231G102 1,935 22,487 SH   SOLE   22,487 0 0
CLECO CORP NEW COM 12561W105 1,558 34,750 SH   SOLE   34,750 0 0
AT&T INC COM 00206R102 1,522 45,004 SH   SOLE   45,004 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,468 17,000 SH   SOLE   17,000 0 0
SMUCKER J M CO COM NEW 832696405 1,435 13,660 SH   SOLE   13,660 0 0
HENRY JACK & ASSOC INC COM 426281101 1,292 25,000 SH   SOLE   25,000 0 0
WESTAR ENERGY INC COM 95709T100 1,280 41,750 SH   SOLE   41,750 0 0
PEPSICO INC COM 713448108 1,205 15,163 SH   SOLE   15,163 0 0
COLGATE PALMOLIVE CO COM 194162103 1,108 18,688 SH   SOLE   18,688 0 0
BRISTOW GROUP INC COM 110394103 1,019 14,000 SH   SOLE   14,000 0 0
RAYTHEON CO COM NEW 755111507 813 10,550 SH   SOLE   10,550 0 0
HOME DEPOT INC COM 437076102 799 10,528 SH   SOLE   10,528 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 586 7,335 SH   SOLE   7,335 0 0
3M CO COM 88579Y101 549 4,600 SH   SOLE   4,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 516 2,787 SH   SOLE   2,787 0 0
SOUTHERN CO COM 842587107 515 12,500 SH   SOLE   12,500 0 0
ALLSTATE CORP COM 020002101 506 10,000 SH   SOLE   10,000 0 0
VANGUARD INDEX FDS GROWTH 922908736 429 5,075 SH   SOLE   5,075 0 0
CATERPILLAR INC DEL COM 149123101 417 5,000 SH   SOLE   5,000 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 410 5,868 SH   SOLE   5,868 0 0
TRAVELERS COMPANIES INC COM 89417E109 372 4,393 SH   SOLE   4,393 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 366 1,733 SH   SOLE   1,733 0 0
BOEING CO COM 097023105 356 3,026 SH   SOLE   3,026 0 0
AFLAC INC COM 001055102 310 5,000 SH   SOLE   5,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 282 8,514 SH   SOLE   8,514 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 241 3,664 SH   SOLE   3,664 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 239 4,080 SH   SOLE   4,080 0 0
MURPHY OIL CORP COM 626717102 210 3,484 SH   SOLE   3,484 0 0
HANCOCK HLDG CO COM 410120109 200 6,368 SH   SOLE   6,368 0 0