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
POOL CORPORATION COM 73278L105 130,895 1,876,363 SH   SOLE   1,876,363 0 0
FLOWERS FOODS INC COM 343498101 129,273 5,684,835 SH   SOLE   5,684,835 0 0
HOWARD HUGHES CORP COM 44267D107 128,204 827,015 SH   SOLE   827,015 0 0
EURONET WORLDWIDE INC COM 298736109 127,284 2,166,529 SH   SOLE   2,166,529 0 0
PINNACLE FOODS INC DEL COM 72348P104 121,664 2,981,236 SH   SOLE   2,981,236 0 0
SOTHEBYS COM 835898107 120,666 2,855,322 SH   SOLE   2,855,322 0 0
DST SYS INC DEL COM 233326107 120,462 1,088,085 SH   SOLE   1,088,085 0 0
B/E AEROSPACE INC COM 073302101 112,310 1,765,329 SH   SOLE   1,765,329 0 0
APPLE INC COM 037833100 111,492 896,020 SH   SOLE   896,020 0 0
LKQ CORP COM 501889208 111,448 4,360,250 SH   SOLE   4,360,250 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 104,169 1,200,515 SH   SOLE   1,200,515 0 0
MENS WEARHOUSE INC COM 587118100 100,546 1,926,162 SH   SOLE   1,926,162 0 0
EPIQ SYS INC COM 26882D109 100,491 5,604,647 SH   SOLE   5,604,647 0 0
EVERBANK FINL CORP COM 29977G102 97,671 5,417,142 SH   SOLE   5,417,142 0 0
VARIAN MED SYS INC COM 92220P105 97,207 1,033,124 SH   SOLE   1,033,124 0 0
VISA INC COM CL A 92826C839 94,371 1,442,758 SH   SOLE   1,442,758 0 0
3-D SYS CORP DEL COM NEW 88554D205 89,021 3,246,558 SH   SOLE   3,246,558 0 0
LUMINEX CORP DEL COM 55027E102 88,141 5,508,783 SH   SOLE   5,508,783 0 0
OCEANEERING INTL INC COM 675232102 84,870 1,573,713 SH   SOLE   1,573,713 0 0
SANCHEZ ENERGY CORP COM 79970Y105 64,308 4,943,002 SH   SOLE   4,943,002 0 0
LEGGETT & PLATT INC COM 524660107 58,226 1,263,316 SH   SOLE   1,263,316 0 0
FINANCIAL ENGINES INC COM 317485100 29,479 704,740 SH   SOLE   704,740 0 0
SCHLUMBERGER LTD COM 806857108 5,879 70,460 SH   SOLE   70,460 0 0
ABBVIE INC COM 00287Y109 4,899 83,680 SH   SOLE   83,680 0 0
POTASH CORP SASK INC COM 73755L107 4,641 143,900 SH   SOLE   143,900 0 0
JOHNSON & JOHNSON COM 478160104 4,231 42,059 SH   SOLE   42,059 0 0
BANK AMER CORP 7.25%CNV PFD L 060505682 4,169 3,603 SH   SOLE   3,603 0 0
GENERAL MLS INC COM 370334104 4,169 73,650 SH   SOLE   73,650 0 0
LOCKHEED MARTIN CORP COM 539830109 4,059 20,000 SH   SOLE   20,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,968 81,140 SH   SOLE   81,140 0 0
CATERPILLAR INC DEL COM 149123101 3,921 49,000 SH   SOLE   49,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,902 64,418 SH   SOLE   64,418 0 0
CHEVRON CORP NEW COM 166764100 3,890 37,056 SH   SOLE   37,056 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,697 76,026 SH   SOLE   76,026 0 0
MURPHY USA INC COM 626755102 3,619 50,000 SH   SOLE   50,000 0 0
PEPSICO INC COM 713448108 3,481 36,400 SH   SOLE   36,400 0 0
CULLEN FROST BANKERS INC COM 229899109 2,839 41,100 SH   SOLE   41,100 0 0
MCDONALDS CORP COM 580135101 2,613 26,815 SH   SOLE   26,815 0 0
MICROSOFT CORP COM 594918104 2,430 59,775 SH   SOLE   59,775 0 0
MURPHY OIL CORP COM 626717102 1,490 31,984 SH   SOLE   31,984 0 0
COLGATE PALMOLIVE CO COM 194162103 1,240 17,888 SH   SOLE   17,888 0 0
RAYTHEON CO COM NEW 755111507 1,109 10,150 SH   SOLE   10,150 0 0
EXXON MOBIL CORP COM 30231G102 985 11,583 SH   SOLE   11,583 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 973 9,076 SH   SOLE   9,076 0 0
3M CO COM 88579Y101 660 4,000 SH   SOLE   4,000 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 531 5,075 SH   SOLE   5,075 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 491 5,868 SH   SOLE   5,868 0 0
TRAVELERS COMPANIES INC COM 89417E109 475 4,393 SH   SOLE   4,393 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 447 2,787 SH   SOLE   2,787 0 0
COCA COLA CO COM 191216100 356 8,778 SH   SOLE   8,778 0 0
NORFOLK SOUTHERN CORP COM 655844108 353 3,425 SH   SOLE   3,425 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 292 4,080 SH   SOLE   4,080 0 0
AT&T INC COM 00206R102 229 7,000 SH   SOLE   7,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 219 3,664 SH   SOLE   3,664 0 0