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
TASER INTL INC COM 87651B104 106,571 4,283,406 SH   SOLE   4,271,606 0 11,800
VISA INC COM CL A 92826C839 91,434 1,232,769 SH   SOLE   1,229,207 0 3,562
LKQ CORP COM 501889208 88,371 2,787,760 SH   SOLE   2,778,760 0 9,000
LUMINEX CORP DEL COM 55027E102 86,049 4,253,576 SH   SOLE   4,240,276 0 13,300
POOL CORPORATION COM 73278L105 85,962 914,204 SH   SOLE   909,755 0 4,449
HOWARD HUGHES CORP COM 44267D107 81,540 713,266 SH   SOLE   711,321 0 1,945
B/E AEROSPACE INC COM 073302101 81,080 1,755,942 SH   SOLE   1,749,842 0 6,100
3-D SYS CORP DEL COM NEW 88554D205 76,514 5,589,086 SH   SOLE   5,568,686 0 20,400
LEGGETT & PLATT INC COM 524660107 73,415 1,436,425 SH   SOLE   1,430,325 0 6,100
EPIQ SYS INC COM 26882D109 73,019 5,001,343 SH   SOLE   4,987,829 0 13,514
FINANCIAL ENGINES INC COM 317485100 72,097 2,786,911 SH   SOLE   2,779,511 0 7,400
APPLE INC COM 037833100 68,535 716,897 SH   SOLE   713,731 0 3,166
SKYWORKS SOLUTIONS INC COM 83088M102 66,184 1,045,905 SH   SOLE   1,042,705 0 3,200
EVERBANK FINL CORP COM 29977G102 65,955 4,438,427 SH   SOLE   4,427,906 0 10,521
GENESEE & WYO INC CL A 371559105 63,064 1,069,800 SH   SOLE   1,066,450 0 3,350
KEARNY FINL CORP MD COM 48716P108 56,761 4,512,038 SH   SOLE   4,500,338 0 11,700
FLOWERS FOODS INC COM 343498101 55,627 2,966,794 SH   SOLE   2,950,544 0 16,250
SOTHEBYS COM 835898107 53,877 1,966,344 SH   SOLE   1,960,794 0 5,550
2U INC COM 90214J101 53,345 1,813,841 SH   SOLE   1,804,541 0 9,300
GULFPORT ENERGY CORP COM NEW 402635304 51,859 1,658,985 SH   SOLE   1,654,485 0 4,500
OCEANEERING INTL INC COM 675232102 51,702 1,731,488 SH   SOLE   1,726,688 0 4,800
STERIS PLC SHS USD G84720104 46,505 676,450 SH   SOLE   673,200 0 3,250
JOHNSON & JOHNSON COM 478160104 7,876 64,935 SH   SOLE   63,535 0 1,400
REPUBLIC SVCS INC COM 760759100 7,572 147,590 SH   SOLE   143,990 0 3,600
ABBOTT LABS COM 002824100 7,527 191,500 SH   SOLE   187,700 0 3,800
MICROCHIP TECHNOLOGY INC COM 595017104 6,933 136,590 SH   SOLE   133,640 0 2,950
JPMORGAN CHASE & CO COM 46625H100 6,878 110,698 SH   SOLE   108,548 0 2,150
SCHLUMBERGER LTD COM 806857108 6,813 86,160 SH   SOLE   84,310 0 1,850
LOCKHEED MARTIN CORP COM 539830109 6,811 27,445 SH   SOLE   26,695 0 750
PINNACLE FOODS INC DEL COM 72348P104 6,522 140,900 SH   SOLE   137,500 0 3,400
PEPSICO INC COM 713448108 6,308 59,551 SH   SOLE   58,051 0 1,500
MICROSOFT CORP COM 594918104 5,891 115,139 SH   SOLE   111,939 0 3,200
BANK AMER CORP 7.25%CNV PFD L 060505682 5,706 4,775 SH   SOLE   4,648 0 127
GENERAL MLS INC COM 370334104 5,702 79,955 SH   SOLE   77,555 0 2,400
CHEVRON CORP NEW COM 166764100 5,393 51,450 SH   SOLE   49,750 0 1,700
VERIZON COMMUNICATIONS INC COM 92343V104 5,050 90,445 SH   SOLE   87,845 0 2,600
CULLEN FROST BANKERS INC COM 229899109 4,344 68,175 SH   SOLE   67,375 0 800
BLOCK H & R INC COM 093671105 3,868 168,200 SH   SOLE   164,800 0 3,400
CATERPILLAR INC DEL COM 149123101 3,618 47,725 SH   SOLE   45,975 0 1,750
POTASH CORP SASK INC COM 73755L107 1,257 77,450 SH   SOLE   72,700 0 4,750
DST SYS INC DEL COM 233326107 1,158 9,950 SH   SOLE   9,950 0 0
EXXON MOBIL CORP COM 30231G102 932 9,949 SH   SOLE   9,949 0 0
EURONET WORLDWIDE INC COM 298736109 871 12,600 SH   SOLE   12,600 0 0
3M CO COM 88579Y101 525 3,000 SH   SOLE   3,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 522 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 431 5,888 SH   SOLE   5,888 0 0
AT&T INC COM 00206R102 394 9,120 SH   SOLE   8,620 0 500
DU PONT E I DE NEMOURS & CO COM 263534109 264 4,080 SH   SOLE   4,080 0 0
REALTY INCOME CORP COM 756109104 221 3,200 SH   SOLE   3,200 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 202 3,664 SH   SOLE   3,664 0 0
ENDOLOGIX INC COM 29266S106 134 10,800 SH   SOLE   10,800 0 0