13F-HR 1 inftable.txt 13F HR-TABLE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Altria Group Inc. COM 02209S103 308 10400 SH SOLE 10400 Amerisafe Inc. COM 03071H100 26171 1125634 SH SOLE 749734 375900 317 13641 SH OTHER 02 04 13641 Ares Capital Corp. COM 04010L103 23233 1503735 SH SOLE 1034344 469391 261 16885 SH OTHER 02 04 16885 Autozone Inc. COM 053332102 47131 145032 SH SOLE 139132 5900 151 465 SH OTHER 02 465 Bristol-Myers Squibb Co. COM 110122108 293 8312 SH SOLE 8312 Brookdale Sr Living Inc. COM 112463104 20659 1187997 SH SOLE 807100 380897 252 14494 SH OTHER 02 04 14494 Brookfield Asset Mgmt Inc. Cla COM 112585104 18629 677913 SH SOLE 634013 43900 49 1800 SH OTHER 02 1800 Brookfield Infrast Partners LP COM G16252101 334 12070 SH SOLE 12070 Buckeye Technologies Inc. COM 118255108 94417 2823474 SH SOLE 2329374 494100 722 21590 SH OTHER 02 04 21590 Chesapeake Energy Corp. COM 165167107 4059 182115 SH SOLE 182115 Chevron Corp COM 166764100 220 2066 SH SOLE 2066 Corrections Corp of America COM 22025Y407 50599 2483975 SH SOLE 2081430 402545 363 17827 SH OTHER 02 04 17827 Exelis Inc COM 30162A108 853 94215 SH SOLE 67915 26300 FedEx Corp. COM 31428X106 25511 305490 SH SOLE 285090 20400 66 785 SH OTHER 02 785 Fifth Street Finance COM 31678A103 286 29875 SH SOLE 29875 First Cash Financial Services COM 31942D107 10887 310250 SH SOLE 210670 99580 126 3597 SH OTHER 02 04 3597 First Horizon Natl Corp COM 320517105 426 53253 SH SOLE 53253 Fiserv Inc COM 337738108 34076 580120 SH SOLE 555020 25100 79 1340 SH OTHER 02 1340 Flowserve Corp COM 34354P105 26658 268405 SH SOLE 254805 13600 24 240 SH OTHER 02 240 Forest Oil Corp COM 346091705 18421 1359520 SH SOLE 907760 451760 221 16345 SH OTHER 02 04 16345 Forestar Group Inc. COM 346233109 19352 1279017 SH SOLE 858525 420492 229 15130 SH OTHER 02 04 15130 Frontier Communications Corp COM 35906A108 126 24480 SH SOLE 24480 11 2200 SH OTHER 02 2200 Gannett Inc. COM 364730101 43812 3276906 SH SOLE 3151806 125100 100 7495 SH OTHER 02 7495 Gardner Denver Inc COM 365558105 79137 1026948 SH SOLE 868152 158796 614 7965 SH OTHER 02 04 7965 Haynes International Inc COM 420877201 26197 479804 SH SOLE 329180 150624 376 6888 SH OTHER 02 04 6888 HCC Insurance Holdings Inc. COM 404132102 32338 1175918 SH SOLE 1127218 48700 106 3855 SH OTHER 02 3855 Howard Hughes Corp COM 44267D107 29840 675580 SH SOLE 536976 138604 230 5199 SH OTHER 02 04 5199 HSN, Inc COM 404303109 77561 2139031 SH SOLE 1617791 521240 743 20493 SH OTHER 02 04 20493 Hugoton Rlty Tr COM 444717102 197 10450 SH SOLE 10450 Infinity Property & Casualty C COM 45665Q103 51102 900630 SH SOLE 711655 188975 516 9097 SH OTHER 02 04 9097 International Business Machine COM 459200101 410 2230 SH SOLE 2230 ITT Corp COM 450911201 3687 190727 SH SOLE 177577 13150 4 212 SH OTHER 02 212 Jarden Corp. COM 471109108 25585 856248 SH SOLE 579260 276988 307 10262 SH OTHER 02 04 10262 JC Penney Inc. COM 708160106 27499 782331 SH SOLE 744731 37600 42 1200 SH OTHER 02 1200 Kinder Morgan Management LLC COM 49455U100 1451 18480 SH SOLE 18480 Kraft Foods Inc. COM 50075N104 247 6619 SH SOLE 6619 Liberty Interactive Corp Class COM 53071M104 22608 1394281 SH SOLE 1296181 98100 62 3850 SH OTHER 02 3850 Liquidity Services Inc COM 53635B107 24560 665585 SH SOLE 448385 217200 306 8303 SH OTHER 02 04 8303 MacQuarie Infrastructure Co LL COM 55608B105 201 7200 SH SOLE 7200 ManTech Intl Corp Class A COM 564563104 46616 1492187 SH SOLE 1204812 287375 394 12614 SH OTHER 02 04 12614 Medidata Solutions Inc COM 58471A105 34473 1584965 SH SOLE 1062365 522600 407 18711 SH OTHER 02 04 18711 Mettler Toledo International COM 592688105 31460 212988 SH SOLE 166545 46443 297 2012 SH OTHER 02 04 2012 MSC Industrial Direct Co-A COM 553530106 87737 1226237 SH SOLE 1023927 202310 648 9051 SH OTHER 02 04 9051 MTS Systems Corp COM 553777103 25319 621330 SH SOLE 425795 195535 279 6851 SH OTHER 02 04 6851 Oceaneering Intl., Inc. COM 675232102 1141 24740 SH SOLE 24740 Penn Virginia Resource Partner COM 707884102 512 20042 SH SOLE 20042 Philip Morris International In COM 718172109 816 10400 SH SOLE 10400 Plains Exploration & Productio COM 726505100 22422 610626 SH SOLE 576826 33800 21 560 SH OTHER 02 560 Pool Corp. COM 73278L105 12639 419902 SH SOLE 304160 115742 157 5217 SH OTHER 02 04 5217 Regions Financial Corp COM 7591EP100 115 26682 SH SOLE 26682 Republic Services Inc COM 760759100 28629 1039168 SH SOLE 996868 42300 68 2465 SH OTHER 02 2465 Rush Enterprises Inc Class A COM 781846209 28681 1370962 SH SOLE 915170 455792 352 16814 SH OTHER 02 04 16814 Scripps E W Co. Class A COM 811054402 11512 1437255 SH SOLE 958855 478400 142 17774 SH OTHER 02 04 17774 Scripps Networks Interactive C COM 811065101 33692 794243 SH SOLE 764443 29800 95 2250 SH OTHER 02 2250 Service Corp International COM 817565104 17001 1596329 SH SOLE 1470929 125400 91 8500 SH OTHER 02 8500 Sirius XM Radio Inc COM 82967N108 18611 10225639 SH SOLE 9549939 675700 39 21500 SH OTHER 02 21500 Stancorp Financial Group COM 852891100 25048 681570 SH SOLE 531045 150525 225 6111 SH OTHER 02 04 6111 Stewart Enterprises Inc Cl A COM 860370105 34741 6031414 SH SOLE 4674214 1357200 286 49628 SH OTHER 02 04 49628 Tesco Corp. COM 88157K101 17022 1346715 SH SOLE 896890 449825 208 16436 SH OTHER 02 04 16436 Thermo Fisher Scientific Inc. COM 883556102 34662 770791 SH SOLE 735691 35100 119 2650 SH OTHER 02 2650 Thermon Group Holding Inc COM 88362T103 10689 606655 SH SOLE 407605 199050 118 6679 SH OTHER 02 04 6679 Tupperware Brands Corp. COM 899896104 305 5450 SH SOLE 5450 UniFirst Corp COM 904708104 28962 510434 SH SOLE 344809 165625 342 6022 SH OTHER 02 04 6022 Walgreen Co. COM 931422109 17960 543262 SH SOLE 509162 34100 58 1750 SH OTHER 02 1750 Walter Energy Inc COM 93317Q105 54005 891764 SH SOLE 733526 158238 354 5842 SH OTHER 02 04 5842 Walter Investment Management C COM 93317W102 48541 2366722 SH SOLE 1829117 537605 422 20597 SH OTHER 02 04 20597 Weatherford International LTD COM H27013103 16904 1154621 SH SOLE 1099421 55200 80 5440 SH OTHER 02 5440 Western Union Co COM 959802109 25141 1376834 SH SOLE 1317034 59800 71 3885 SH OTHER 02 3885 Willis Group Holdings Public L COM G96666105 28410 732214 SH SOLE 693814 38400 72 1855 SH OTHER 02 1855 Xylem Inc COM 98419M100 7637 297265 SH SOLE 270965 26300 11 425 SH OTHER 02 425 Stewart Enterprises Inc CNV 860370AK1 524 560000 PRN SOLE 560000 iShares - Russell 2000 464287655 738 10000.000SH SOLE 10000.000 iShares - Russell 2000 Value 464287630 6824 103961.000SH SOLE 22191.000 81770.000 iShares - Russell Top 200 464289446 653 22400.000SH SOLE 22400.000 iShares Dow Jones Select Divid 464287168 2113 39300.000SH SOLE 39300.000 iShares Gold Trust 464285105 289 19000.000SH SOLE 19000.000 iShares Russell Midcap Value 464287473 352 8100.000 SH SOLE 8100.000 Ensco PLC Sponsored ADR 29358Q109 18766 399954 SH SOLE 382054 17900 17 355 SH OTHER 02 355 Shire PLC ADR 82481R106 52125 501682 SH SOLE 481182 20500 193 1860 SH OTHER 02 1860