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
CONNS INC COM 208242107 197,692 2,512,283 SH   SOLE   2,512,283 0 0
3-D SYS CORP DEL COM NEW 88554D205 188,666 2,030,190 SH   SOLE   2,030,190 0 0
B/E AEROSPACE INC COM 073302101 143,368 1,647,335 SH   SOLE   1,647,335 0 0
SOTHEBYS COM 835898107 125,415 2,357,422 SH   SOLE   2,357,422 0 0
VISA INC COM CL A 92826C839 125,317 562,767 SH   SOLE   562,767 0 0
POOL CORPORATION COM 73278L105 120,916 2,079,741 SH   SOLE   2,079,741 0 0
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 115,842 1,974,475 SH   SOLE   1,974,475 0 0
OASIS PETE INC NEW COM 674215108 114,270 2,432,827 SH   SOLE   2,432,827 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 111,996 1,594,480 SH   SOLE   1,594,480 0 0
INGREDION INC COM 457187102 110,831 1,618,917 SH   SOLE   1,618,917 0 0
FLOWERS FOODS INC COM 343498101 109,332 5,092,297 SH   SOLE   5,092,297 0 0
APPLE INC COM 037833100 101,051 180,121 SH   SOLE   180,121 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 100,336 1,525,786 SH   SOLE   1,525,786 0 0
LUMINEX CORP DEL COM 55027E102 98,000 5,051,568 SH   SOLE   5,051,568 0 0
HOWARD HUGHES CORP COM 44267D107 97,966 815,705 SH   SOLE   815,705 0 0
VARIAN MED SYS INC COM 92220P105 97,165 1,250,682 SH   SOLE   1,250,682 0 0
SANCHEZ ENERGY CORP COM 79970Y105 94,336 3,848,884 SH   SOLE   3,848,884 0 0
EPIQ SYS INC COM 26882D109 92,604 5,726,919 SH   SOLE   5,726,919 0 0
EURONET WORLDWIDE INC COM 298736109 76,648 1,601,847 SH   SOLE   1,601,847 0 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L 060505682 54,038 50,931 SH   SOLE   50,931 0 0
LEGGETT & PLATT INC COM 524660107 50,633 1,636,475 SH   SOLE   1,636,475 0 0
PINNACLE FOODS INC DEL COM 72348P104 36,167 1,317,079 SH   SOLE   1,317,079 0 0
ION GEOPHYSICAL CORP COM 462044108 34,020 10,309,119 SH   SOLE   10,309,119 0 0
NIC INC COM 62914B100 29,927 1,203,357 SH   SOLE   1,203,357 0 0
MONDELEZ INTL INC CL A 609207105 29,313 830,400 SH   SOLE   830,400 0 0
SCHLUMBERGER LTD COM 806857108 20,706 229,790 SH   SOLE   229,790 0 0
CONSTANT CONTACT INC COM 210313102 12,680 408,100 SH   SOLE   408,100 0 0
CULLEN FROST BANKERS INC COM 229899109 11,384 152,950 SH   SOLE   152,950 0 0
MCDONALDS CORP COM 580135101 7,580 78,125 SH   SOLE   78,125 0 0
JPMORGAN CHASE & CO COM 46625H100 7,253 124,022 SH   SOLE   124,022 0 0
ABBVIE INC COM 00287Y109 5,855 110,878 SH   SOLE   110,878 0 0
JOHNSON & JOHNSON COM 478160104 5,016 54,763 SH   SOLE   54,763 0 0
CHEVRON CORP NEW COM 166764100 4,268 34,170 SH   SOLE   34,170 0 0
COCA COLA CO COM 191216100 4,192 101,470 SH   SOLE   101,470 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,850 78,353 SH   SOLE   78,353 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,495 37,650 SH   SOLE   37,650 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 3,348 74,805 SH   SOLE   74,805 0 0
EXXON MOBIL CORP COM 30231G102 2,756 27,237 SH   SOLE   27,237 0 0
MICROSOFT CORP COM 594918104 2,754 73,605 SH   SOLE   73,605 0 0
GENERAL MLS INC COM 370334104 2,478 49,650 SH   SOLE   49,650 0 0
CLECO CORP NEW COM 12561W105 1,620 34,750 SH   SOLE   34,750 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,607 17,000 SH   SOLE   17,000 0 0
AT&T INC COM 00206R102 1,582 45,004 SH   SOLE   45,004 0 0
HENRY JACK & ASSOC INC COM 426281101 1,480 25,000 SH   SOLE   25,000 0 0
WESTAR ENERGY INC COM 95709T100 1,301 40,450 SH   SOLE   40,450 0 0
PEPSICO INC COM 713448108 1,258 15,163 SH   SOLE   15,163 0 0
COLGATE PALMOLIVE CO COM 194162103 1,219 18,688 SH   SOLE   18,688 0 0
BRISTOW GROUP INC COM 110394103 1,051 14,000 SH   SOLE   14,000 0 0
RAYTHEON CO COM NEW 755111507 957 10,550 SH   SOLE   10,550 0 0
CATERPILLAR INC DEL COM 149123101 954 10,500 SH   SOLE   10,500 0 0
3M CO COM 88579Y101 645 4,600 SH   SOLE   4,600 0 0
GENERAL ELECTRIC CO COM 369604103 574 20,463 SH   SOLE   20,463 0 0
ALLSTATE CORP COM 020002101 545 10,000 SH   SOLE   10,000 0 0
SOUTHERN CO COM 842587107 537 13,051 SH   SOLE   13,051 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 523 2,787 SH   SOLE   2,787 0 0
VANGUARD INDEX FUNDS GROWTH ETF 922908736 472 5,075 SH   SOLE   5,075 0 0
VANGUARD INDEX FUNDS VALUE ETF 922908744 448 5,868 SH   SOLE   5,868 0 0
BOEING CO COM 097023105 413 3,026 SH   SOLE   3,026 0 0
TRAVELERS COMPANIES INC COM 89417E109 398 4,393 SH   SOLE   4,393 0 0
HOME DEPOT INC COM 437076102 366 4,450 SH   SOLE   4,450 0 0
AFLAC INC COM 001055102 334 5,000 SH   SOLE   5,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 321 8,514 SH   SOLE   8,514 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 265 4,080 SH   SOLE   4,080 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 262 3,674 SH   SOLE   3,674 0 0
SMUCKER J M CO COM NEW 832696405 249 2,400 SH   SOLE   2,400 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 238 13,397 SH   SOLE   13,397 0 0
HANCOCK HLDG CO COM 410120109 234 6,368 SH   SOLE   6,368 0 0
MURPHY OIL CORP COM 626717102 226 3,484 SH   SOLE   3,484 0 0