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
LUMINEX CORP DEL COM 55027E102 112,431 5,256,225 SH   SOLE   5,200,775 0 55,450
POOL CORPORATION COM 73278L105 109,230 1,352,192 SH   SOLE   1,336,092 0 16,100
DST SYS INC DEL COM 233326107 108,165 948,315 SH   SOLE   940,215 0 8,100
VISA INC COM CL A 92826C839 97,928 1,262,774 SH   SOLE   1,249,354 0 13,420
LKQ CORP COM 501889208 94,998 3,206,135 SH   SOLE   3,170,235 0 35,900
HOWARD HUGHES CORP COM 44267D107 94,472 834,855 SH   SOLE   827,740 0 7,115
APPLE INC COM 037833100 90,333 858,186 SH   SOLE   850,942 0 7,244
FINANCIAL ENGINES INC COM 317485100 87,343 2,594,096 SH   SOLE   2,569,496 0 24,600
FLOWERS FOODS INC COM 343498101 80,535 3,747,544 SH   SOLE   3,706,244 0 41,300
EVERBANK FINL CORP COM 29977G102 79,429 4,970,545 SH   SOLE   4,922,124 0 48,421
B/E AEROSPACE INC COM 073302101 77,073 1,819,054 SH   SOLE   1,800,904 0 18,150
TASER INTL INC COM 87651B104 76,357 4,416,281 SH   SOLE   4,366,981 0 49,300
SOTHEBYS COM 835898107 68,224 2,648,444 SH   SOLE   2,625,044 0 23,400
OCEANEERING INTL INC COM 675232102 67,036 1,786,663 SH   SOLE   1,768,263 0 18,400
EPIQ SYS INC COM 26882D109 66,846 5,114,444 SH   SOLE   5,031,629 0 82,815
KEARNY FINL CORP MD COM 48716P108 59,424 4,690,163 SH   SOLE   4,643,163 0 47,000
GENESEE & WYO INC CL A 371559105 58,098 1,082,100 SH   SOLE   1,068,800 0 13,300
LEGGETT & PLATT INC COM 524660107 57,743 1,374,175 SH   SOLE   1,353,025 0 21,150
GULFPORT ENERGY CORP COM NEW 402635304 34,158 1,390,250 SH   SOLE   1,375,450 0 14,800
3-D SYS CORP DEL NEW COM NEW 88554D205 32,584 3,749,573 SH   SOLE   3,696,023 0 53,550
MENS WEARHOUSE INC COM 587118100 28,779 1,960,445 SH   SOLE   1,923,045 0 37,400
EXPRESS SCRIPTS HLDG CO COM 30219G108 27,846 318,566 SH   SOLE   318,066 0 500
2U INC COM 90214J101 21,805 779,304 SH   SOLE   766,604 0 12,700
PINNACLE FOODS INC DEL COM 72348P104 21,214 499,625 SH   SOLE   495,925 0 3,700
EURONET WORLDWIDE INC COM 298736109 14,016 193,512 SH   SOLE   193,512 0 0
SANCHEZ ENERGY CORP COM 79970Y105 13,117 3,043,278 SH   SOLE   3,009,878 0 33,400
JPMORGAN CHASE & CO COM 46625H100 5,984 90,618 SH   SOLE   88,468 0 2,150
JOHNSON & JOHNSON COM 478160104 5,964 58,059 SH   SOLE   56,659 0 1,400
LOCKHEED MARTIN CORP COM 539830109 5,935 27,332 SH   SOLE   26,582 0 750
MICROCHIP TECHNOLOGY INC COM 595017104 5,125 110,130 SH   SOLE   107,180 0 2,950
BANK AMER CORP 7.25%CNV PFD L 060505682 5,027 4,598 SH   SOLE   4,451 0 147
REPUBLIC SVCS INC COM 760759100 4,918 111,790 SH   SOLE   108,190 0 3,600
PEPSICO INC COM 713448108 4,814 48,181 SH   SOLE   46,681 0 1,500
MICROSOFT CORP COM 594918104 4,783 86,204 SH   SOLE   83,804 0 2,400
CHEVRON CORP NEW COM 166764100 4,698 52,221 SH   SOLE   50,521 0 1,700
SCHLUMBERGER LTD COM 806857108 4,392 62,967 SH   SOLE   61,117 0 1,850
GENERAL MLS INC COM 370334104 4,192 72,705 SH   SOLE   70,305 0 2,400
ABBVIE INC COM 00287Y109 4,148 70,015 SH   SOLE   63,215 0 6,800
BLOCK H & R INC COM 093671105 4,124 123,800 SH   SOLE   120,400 0 3,400
VERIZON COMMUNICATIONS INC COM 92343V104 4,049 87,604 SH   SOLE   85,004 0 2,600
CATERPILLAR INC DEL COM 149123101 3,672 54,025 SH   SOLE   52,275 0 1,750
CULLEN FROST BANKERS INC COM 229899109 2,473 41,225 SH   SOLE   40,425 0 800
HARLEY DAVIDSON INC COM 412822108 1,877 41,350 SH   SOLE   38,800 0 2,550
POTASH CORP SASK INC COM 73755L107 1,424 83,150 SH   SOLE   78,400 0 4,750
EXXON MOBIL CORP COM 30231G102 811 10,399 SH   SOLE   10,399 0 0
3M CO COM 88579Y101 603 4,000 SH   SOLE   4,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 496 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 392 5,888 SH   SOLE   5,888 0 0
DU PONT E I DE NEMOURS &CO COM 263534109 272 4,080 SH   SOLE   4,080 0 0
AT&T INC COM 00206R102 265 7,700 SH   SOLE   7,200 0 500