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
FLOWERS FOODS INC COM 343498101 113,450 4,585,694 SH   SOLE   4,583,694 0 2,000
LKQ CORP COM 501889208 110,996 3,913,835 SH   SOLE   3,913,835 0 0
POOL CORPORATION COM 73278L105 109,677 1,516,967 SH   SOLE   1,516,367 0 600
DST SYS INC DEL COM 233326107 103,436 983,795 SH   SOLE   983,395 0 400
EVERBANK FINL CORP COM 29977G102 101,970 5,283,442 SH   SOLE   5,283,442 0 0
VISA INC COM CL A 92826C839 97,640 1,401,664 SH   SOLE   1,401,664 0 0
HOWARD HUGHES CORP COM 44267D107 95,649 833,615 SH   SOLE   833,615 0 0
APPLE INC COM 037833100 95,169 862,823 SH   SOLE   862,823 0 0
LUMINEX CORP DEL COM 55027E102 90,040 5,324,655 SH   SOLE   5,324,655 0 0
SOTHEBYS COM 835898107 86,127 2,693,147 SH   SOLE   2,693,147 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 85,313 1,053,765 SH   SOLE   1,053,765 0 0
MENS WEARHOUSE INC COM 587118100 81,524 1,917,312 SH   SOLE   1,917,312 0 0
B/E AEROSPACE INC COM 073302101 78,839 1,795,879 SH   SOLE   1,795,879 0 0
FINANCIAL ENGINES INC COM 317485100 73,351 2,488,996 SH   SOLE   2,488,996 0 0
OCEANEERING INTL INC COM 675232102 72,172 1,837,363 SH   SOLE   1,837,363 0 0
EPIQ SYS INC COM 26882D109 66,535 5,149,789 SH   SOLE   5,149,789 0 0
TASER INTL INC COM 87651B104 55,412 2,515,850 SH   SOLE   2,515,850 0 0
KEARNY FINL CORP MD COM 48716P108 53,372 4,653,163 SH   SOLE   4,653,163 0 0
GENESEE & WYO INC CL A 371559105 48,454 820,150 SH   SOLE   820,150 0 0
LEGGETT & PLATT INC COM 524660107 46,929 1,137,666 SH   SOLE   1,137,666 0 0
PINNACLE FOODS INC DEL COM 72348P104 46,193 1,102,975 SH   SOLE   1,101,975 0 1,000
3-D SYS CORP DEL COM NEW 88554D205 45,797 3,965,073 SH   SOLE   3,965,073 0 0
SANCHEZ ENERGY CORP COM 79970Y105 23,858 3,879,278 SH   SOLE   3,879,278 0 0
EURONET WORLDWIDE INC COM 298736109 20,896 282,037 SH   SOLE   282,037 0 0
LOCKHEED MARTIN CORP COM 539830109 5,340 25,757 SH   SOLE   25,557 0 200
BANK AMER CORP 7.25%CNV PFD L 060505682 5,027 4,668 SH   SOLE   4,668 0 0
HARLEY DAVIDSON INC COM 412822108 4,886 89,000 SH   SOLE   88,250 0 750
JPMORGAN CHASE & CO COM 46625H100 4,742 77,768 SH   SOLE   77,168 0 600
REPUBLIC SVCS INC COM 760759100 4,530 109,940 SH   SOLE   108,940 0 1,000
MICROCHIP TECHNOLOGY INC COM 595017104 4,474 103,830 SH   SOLE   102,930 0 900
CHEVRON CORP NEW COM 166764100 4,314 54,696 SH   SOLE   54,296 0 400
SCHLUMBERGER LTD COM 806857108 4,239 61,467 SH   SOLE   60,967 0 500
BLOCK H & R INC. COM 093671105 4,159 114,900 SH   SOLE   114,900 0 0
GENERAL MLS INC COM 370334104 4,158 74,075 SH   SOLE   73,375 0 700
GULFPORT ENERGY CORP COM NEW 402635304 4,007 135,000 SH   SOLE   135,000 0 0
ABBVIE INC COM 00287Y109 3,899 71,665 SH   SOLE   71,665 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,894 89,504 SH   SOLE   88,704 0 800
POTASH CORP SASK INC COM 73755L107 3,885 189,040 SH   SOLE   187,740 0 1,300
CATERPILLAR INC DEL COM 149123101 3,838 58,725 SH   SOLE   58,225 0 500
PEPSICO INC COM 713448108 3,820 40,506 SH   SOLE   40,006 0 500
JOHNSON & JOHNSON COM 478160104 3,588 38,434 SH   SOLE   38,434 0 0
MICROSOFT CORP COM 594918104 3,552 80,255 SH   SOLE   80,255 0 0
APACHE CORP COM 037411105 2,697 68,865 SH   SOLE   68,865 0 0
CULLEN FROST BANKERS INC COM 229899109 2,659 41,825 SH   SOLE   41,825 0 0
EXXON MOBIL CORP COM 30231G102 707 9,508 SH   SOLE   9,508 0 0
3M CO COM 88579Y101 567 4,000 SH   SOLE   4,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 437 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 374 5,888 SH   SOLE   5,888 0 0
AT&T INC COM 00206R102 251 7,700 SH   SOLE   7,700 0 0