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
B/E AEROSPACE INC COM 073302101 145,802 1,736,984 SH   SOLE   1,736,984 0 0
APPLE INC COM 037833100 142,094 1,410,362 SH   SOLE   1,410,362 0 0
POOL CORPORATION COM 73278L105 133,064 2,467,799 SH   SOLE   2,467,799 0 0
SANCHEZ ENERGY CORP COM 79970Y105 116,358 4,431,002 SH   SOLE   4,431,002 0 0
LKQ CORP COM 501889208 115,923 4,359,650 SH   SOLE   4,359,650 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 115,450 1,634,579 SH   SOLE   1,634,579 0 0
FLOWERS FOODS INC COM 343498101 113,602 6,187,497 SH   SOLE   6,187,497 0 0
OASIS PETE INC NEW COM 674215108 112,698 2,695,477 SH   SOLE   2,695,477 0 0
LUMINEX CORP DEL COM 55027E102 108,556 5,566,966 SH   SOLE   5,566,966 0 0
VISA INC COM CL A 92826C839 107,851 505,467 SH   SOLE   505,467 0 0
HOWARD HUGHES CORP COM 44267D107 107,351 715,676 SH   SOLE   715,676 0 0
3-D SYS CORP DEL COM NEW 88554D205 106,599 2,298,881 SH   SOLE   2,298,881 0 0
EVERBANK FINL CORP COM 29977G102 105,488 5,973,292 SH   SOLE   5,973,292 0 0
SOTHEBYS COM 835898107 104,085 2,913,922 SH   SOLE   2,913,922 0 0
CONNS INC COM 208242107 103,616 3,423,043 SH   SOLE   3,423,043 0 0
EPIQ SYS INC COM 26882D109 100,229 5,707,782 SH   SOLE   5,707,782 0 0
VARIAN MED SYS INC COM 92220P105 90,754 1,132,724 SH   SOLE   1,132,724 0 0
EURONET WORLDWIDE INC COM 298736109 90,683 1,897,537 SH   SOLE   1,897,537 0 0
LEGGETT & PLATT INC COM 524660107 73,360 2,100,790 SH   SOLE   2,100,790 0 0
PINNACLE FOODS INC DEL COM 72348P104 51,103 1,565,164 SH   SOLE   1,565,164 0 0
BANK AMER CORP 7.25%CNV PFD L 060505682 46,422 40,490 SH   SOLE   40,490 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 19,919 194,993 SH   SOLE   194,993 0 0
INGREDION INC COM 457187102 9,049 119,400 SH   SOLE   119,400 0 0
JOHNSON & JOHNSON COM 478160104 5,903 55,378 SH   SOLE   55,378 0 0
SCHLUMBERGER LTD COM 806857108 5,009 49,260 SH   SOLE   49,260 0 0
ABBVIE INC COM 00287Y109 4,813 83,330 SH   SOLE   83,330 0 0
CULLEN FROST BANKERS INC COM 229899109 4,387 57,340 SH   SOLE   57,340 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,748 79,355 SH   SOLE   79,355 0 0
JPMORGAN CHASE & CO COM 46625H100 3,616 60,028 SH   SOLE   60,028 0 0
MICROSOFT CORP COM 594918104 3,593 77,505 SH   SOLE   77,505 0 0
MCDONALDS CORP COM 580135101 3,490 36,815 SH   SOLE   36,815 0 0
CHEVRON CORP NEW COM 166764100 3,072 25,745 SH   SOLE   25,745 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 3,010 249,600 SH   SOLE   249,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,826 56,526 SH   SOLE   56,526 0 0
MURPHY USA INC COM 626755102 2,687 50,650 SH   SOLE   50,650 0 0
GENERAL MLS INC COM 370334104 2,565 50,850 SH   SOLE   50,850 0 0
COCA COLA CO COM 191216100 2,533 59,365 SH   SOLE   59,365 0 0
MURPHY OIL CORP COM 626717102 1,820 31,984 SH   SOLE   31,984 0 0
CLECO CORP NEW COM 12561W105 1,791 37,200 SH   SOLE   37,200 0 0
PEPSICO INC COM 713448108 1,412 15,163 SH   SOLE   15,163 0 0
EXXON MOBIL CORP COM 30231G102 1,405 14,937 SH   SOLE   14,937 0 0
HENRY JACK & ASSOC INC COM 426281101 1,392 25,000 SH   SOLE   25,000 0 0
COLGATE PALMOLIVE CO COM 194162103 1,219 18,688 SH   SOLE   18,688 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,174 17,000 SH   SOLE   17,000 0 0
RAYTHEON CO COM NEW 755111507 1,052 10,350 SH   SOLE   10,350 0 0
BRISTOW GROUP INC COM 110394103 941 14,000 SH   SOLE   14,000 0 0
ALLSTATE CORP COM 020002101 614 10,000 SH   SOLE   10,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 605 5,425 SH   SOLE   5,425 0 0
SOUTHERN CO COM 842587107 605 13,851 SH   SOLE   13,851 0 0
3M CO COM 88579Y101 567 4,000 SH   SOLE   4,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 529 2,787 SH   SOLE   2,787 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 506 5,075 SH   SOLE   5,075 0 0
CATERPILLAR INC DEL COM 149123101 495 5,000 SH   SOLE   5,000 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 476 5,868 SH   SOLE   5,868 0 0
TRAVELERS COMPANIES INC COM 89417E109 413 4,393 SH   SOLE   4,393 0 0
FREEPORT-MCMORAN INC CL B 35671D857 321 9,844 SH   SOLE   9,844 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 293 4,080 SH   SOLE   4,080 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 279 3,664 SH   SOLE   3,664 0 0
AT&T INC COM 00206R102 247 7,000 SH   SOLE   7,000 0 0
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 494550106 219 2,350 SH   SOLE   2,350 0 0
AFLAC INC COM 001055102 216 3,700 SH   SOLE   3,700 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 214 5,300 SH   SOLE   5,300 0 0
GLOBALSTAR INC COM 378973408 37 10,000 SH   SOLE   10,000 0 0