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
SANCHEZ ENERGY CORP COM 79970Y105 162,472 4,322,202 SH   SOLE   4,322,202 0 0
B/E AEROSPACE INC COM 073302101 160,755 1,738,084 SH   SOLE   1,738,084 0 0
CONNS INC COM 208242107 158,954 3,218,343 SH   SOLE   3,218,343 0 0
OASIS PETE INC NEW COM 674215108 149,122 2,668,127 SH   SOLE   2,668,127 0 0
POOL CORPORATION COM 73278L105 139,072 2,458,845 SH   SOLE   2,458,845 0 0
HOWARD HUGHES CORP COM 44267D107 136,244 863,235 SH   SOLE   863,235 0 0
3-D SYS CORP DEL COM NEW 88554D205 133,657 2,235,060 SH   SOLE   2,235,060 0 0
APPLE INC COM 037833100 132,320 1,423,872 SH   SOLE   1,423,872 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 124,169 1,446,511 SH   SOLE   1,446,511 0 0
FLOWERS FOODS INC COM 343498101 123,690 5,867,647 SH   SOLE   5,867,647 0 0
VISA INC COM CL A 92826C839 120,530 572,017 SH   SOLE   572,017 0 0
SOTHEBYS COM 835898107 119,351 2,842,372 SH   SOLE   2,842,372 0 0
LKQ CORP COM 501889208 113,869 4,266,350 SH   SOLE   4,266,350 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 113,596 1,638,479 SH   SOLE   1,638,479 0 0
EVERBANK FINL CORP COM 29977G102 111,543 5,532,892 SH   SOLE   5,532,892 0 0
VARIAN MED SYS INC COM 92220P105 100,550 1,209,407 SH   SOLE   1,209,407 0 0
EURONET WORLDWIDE INC COM 298736109 95,749 1,984,837 SH   SOLE   1,984,837 0 0
LUMINEX CORP DEL COM 55027E102 95,683 5,579,209 SH   SOLE   5,579,209 0 0
EPIQ SYS INC COM 26882D109 80,294 5,714,882 SH   SOLE   5,714,882 0 0
LEGGETT & PLATT INC COM 524660107 69,475 2,026,690 SH   SOLE   2,026,690 0 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L 060505682 61,652 52,567 SH   SOLE   52,567 0 0
PINNACLE FOODS INC DEL COM 72348P104 46,220 1,404,864 SH   SOLE   1,404,864 0 0
SCHLUMBERGER LTD COM 806857108 27,446 232,690 SH   SOLE   232,690 0 0
INGREDION INC COM 457187102 20,976 279,533 SH   SOLE   279,533 0 0
CULLEN FROST BANKERS INC COM 229899109 12,222 153,890 SH   SOLE   153,890 0 0
MONDELEZ INTL INC CL A 609207105 10,294 273,700 SH   SOLE   273,700 0 0
JPMORGAN CHASE & CO COM 46625H100 7,124 123,630 SH   SOLE   123,630 0 0
ABBVIE INC COM 00287Y109 6,072 107,578 SH   SOLE   107,578 0 0
JOHNSON & JOHNSON COM 478160104 5,803 55,463 SH   SOLE   55,463 0 0
CHEVRON CORP NEW COM 166764100 4,807 36,824 SH   SOLE   36,824 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,130 84,409 SH   SOLE   84,409 0 0
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 4,060 78,700 SH   SOLE   78,700 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,829 78,455 SH   SOLE   78,455 0 0
MCDONALDS CORP COM 580135101 3,809 37,815 SH   SOLE   37,815 0 0
MICROSOFT CORP COM 594918104 3,232 77,505 SH   SOLE   77,505 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 3,005 239,800 SH   SOLE   239,800 0 0
NIC INC COM 62914B100 2,685 169,432 SH   SOLE   169,432 0 0
COCA COLA CO COM 191216100 2,553 60,265 SH   SOLE   60,265 0 0
GENERAL MLS INC COM 370334104 2,488 47,347 SH   SOLE   47,347 0 0
EXXON MOBIL CORP COM 30231G102 2,219 22,037 SH   SOLE   22,037 0 0
CLECO CORP NEW COM 12561W105 2,193 37,200 SH   SOLE   37,200 0 0
MURPHY OIL CORP COM 626717102 2,126 31,984 SH   SOLE   31,984 0 0
AT&T INC COM 00206R102 1,553 43,911 SH   SOLE   43,911 0 0
HENRY JACK & ASSOC INC COM 426281101 1,486 25,000 SH   SOLE   25,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,423 17,000 SH   SOLE   17,000 0 0
PEPSICO INC COM 713448108 1,355 15,163 SH   SOLE   15,163 0 0
COLGATE PALMOLIVE CO COM 194162103 1,274 18,688 SH   SOLE   18,688 0 0
BRISTOW GROUP INC COM 110394103 1,129 14,000 SH   SOLE   14,000 0 0
RAYTHEON CO COM NEW 755111507 955 10,350 SH   SOLE   10,350 0 0
SOUTHERN CO COM 842587107 629 13,851 SH   SOLE   13,851 0 0
ALLSTATE CORP COM 020002101 587 10,000 SH   SOLE   10,000 0 0
3M CO COM 88579Y101 573 4,000 SH   SOLE   4,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 559 5,425 SH   SOLE   5,425 0 0
CATERPILLAR INC DEL COM 149123101 543 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 505 2,787 SH   SOLE   2,787 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 502 5,075 SH   SOLE   5,075 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 475 5,868 SH   SOLE   5,868 0 0
TRAVELERS COMPANIES INC COM 89417E109 413 4,393 SH   SOLE   4,393 0 0
HOME DEPOT INC COM 437076102 360 4,450 SH   SOLE   4,450 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 359 9,844 SH   SOLE   9,844 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 302 3,664 SH   SOLE   3,664 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 267 4,080 SH   SOLE   4,080 0 0
SMUCKER J M CO COM NEW 832696405 256 2,400 SH   SOLE   2,400 0 0
AFLAC INC COM 001055102 230 3,700 SH   SOLE   3,700 0 0
WESTAR ENERGY INC COM 95709T100 222 5,800 SH   SOLE   5,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 207 2,650 SH   SOLE   2,650 0 0