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
3M COMPANY COM 604059105 299 1,425 SH   SOLE   1,425 0 0
ABBOTT LABS COM 002824100 342 6,404 SH   SOLE   6,404 0 0
ABBVIE, INC. COM 00287Y109 522 5,880 SH   SOLE   5,880 0 0
ACUITY BRANDS COM 00508Y102 11,481 67,028 SH   SOLE   67,028 0 0
ADIENT PLC COM G0084W101 656 7,811 SH   SOLE   7,811 0 0
ADOBE SYSTEMS COM 00724F101 17,581 117,853 SH   SOLE   117,853 0 0
AMERICAN ELEC PWR COM 025537101 222 3,160 SH   SOLE   3,160 0 0
APPLE INC COM 037833100 1,192 7,734 SH   SOLE   7,734 0 0
AT&T COM 00206R102 830 21,195 SH   SOLE   21,195 0 0
BANCORPSOUTH COM 059692103 732 22,834 SH   SOLE   22,834 0 0
BANK OF AMERICA COM 060505104 524 20,687 SH   SOLE   20,687 0 0
BANK OF THE OZARKS COM 063904106 392 8,165 SH   SOLE   8,165 0 0
CHEVRON CORPORATION COM 166751107 404 3,435 SH   SOLE   3,435 0 0
CISCO SYSTEMS COM 17275R102 13,542 402,689 SH   SOLE   402,689 0 0
COCA COLA COM 191216100 684 15,188 SH   SOLE   15,188 0 0
CONVERGYS CORP COM 212485106 6,254 241,552 SH   SOLE   241,552 0 0
CULLEN/FROST COM 229899109 14,871 156,665 SH   SOLE   156,665 0 0
CVS HEALTH CORP COM 126650100 12,325 151,558 SH   SOLE   151,558 0 0
DANAHER COM 235851102 217 2,529 SH   SOLE   2,529 0 0
DELL TECHNOLOGIES INC - CL V COM 24703L103 873 11,301 SH   SOLE   11,301 0 0
ELECTRONIC ARTS COM 285512109 19,350 163,903 SH   SOLE   163,903 0 0
ENTERGY COM 29364G103 222 2,913 SH   SOLE   2,913 0 0
EXXON MOBIL COM 302290101 11,301 137,853 SH   SOLE   137,853 0 0
GENERAL ELECTRIC COM 369604103 11,086 458,483 SH   SOLE   458,483 0 0
HALLIBURTON COM 406216101 423 9,194 SH   SOLE   9,194 0 0
HOME BANCSHARES COM 436893101 853 33,836 SH   SOLE   33,836 0 0
ILLINOIS TOOL COM 452308109 15,586 105,336 SH   SOLE   105,336 0 0
J B HUNT COM 445658107 523 4,710 SH   SOLE   4,710 0 0
JACOBS ENGINEERG COM 469814107 14,968 256,872 SH   SOLE   256,872 0 0
JOHNSON & JOHNSON COM 478160104 345 2,653 SH   SOLE   2,653 0 0
JOHNSON CONTROLS INTL COM G51502105 11,771 292,162 SH   SOLE   292,162 0 0
JPMORGAN CHASE & CO COM 46625H100 210 2,199 SH   SOLE   2,199 0 0
KIMBERLY-CLARK CORP COM 494368103 446 3,786 SH   SOLE   3,786 0 0
KIRBY COM 497266106 11,980 181,655 SH   SOLE   181,655 0 0
LABORATORY CORP. COM 50540R409 13,729 90,940 SH   SOLE   90,940 0 0
LAZARD LTD-CL A COM 021260622 13,638 301,599 SH   SOLE   301,599 0 0
MICROSOFT COM 594918104 16,844 226,123 SH   SOLE   226,123 0 0
NEWELL BRANDS, INC. COM 651229106 11,802 276,594 SH   SOLE   276,594 0 0
NIKE CLASS B COM 654106103 11,628 224,265 SH   SOLE   224,265 0 0
NMC COM 629196106 0 100,000 SH   SOLE   100,000 0 0
NXP SEMICONDUCTORS COM N6596X109 14,130 124,946 SH   SOLE   124,946 0 0
REGIONS FINL COM 7591EP100 1,752 115,040 SH   SOLE   115,040 0 0
SCHLUMBERGER COM 806857108 10,877 155,918 SH   SOLE   155,918 0 0
SIMMONS FIRST NATIONAL COM 828730200 323 5,587 SH   SOLE   5,587 0 0
SOUTHERN CO. COM 842587107 236 4,800 SH   SOLE   4,800 0 0
SOUTHWESTERN ENERGY COM 845467109 132 21,675 SH   SOLE   21,675 0 0
TARGET COM 87612E106 3,616 61,272 SH   SOLE   61,272 0 0
THERMO FISHER COM 883556102 16,926 89,462 SH   SOLE   89,462 0 0
TRIUMPH GROUP COM 896818101 9,116 306,407 SH   SOLE   306,407 0 0
TYSON FOODS COM 902494103 1,448 20,550 SH   SOLE   20,550 0 0
UNITED PARCEL SERVICE COM 911312106 13,352 111,186 SH   SOLE   111,186 0 0
UNITI GROUP INC. COM 91325V108 168 11,478 SH   SOLE   11,478 0 0
VECTREN COM 92240G101 446 6,775 SH   SOLE   6,775 0 0
WALMART COM 931142103 13,881 177,647 SH   SOLE   177,647 0 0
WALT DISNEY COM 254687106 11,967 121,411 SH   SOLE   121,411 0 0
WASTE CONNECTIONS, INC. COM 94106B101 264 3,780 SH   SOLE   3,780 0 0
AMERICAN FUND FUNDAMENTAL INV MFD 360802821 239 3,867 SH   SOLE   3,867 0 0
SCHWAB S&P 500 SELECT SHARES MFD 808509855 383 9,738 SH   SOLE   9,738 0 0
VANGUARD 500 INDEX FUND - ADMI MFD 922908710 466 2,004 SH   SOLE   2,004 0 0
SCHWAB INTL EQ ETF ETF 808524805 373 11,138 SH   SOLE   11,138 0 0
SCHWAB US MID CAP ETF ETF 808524508 6,489 129,502 SH   SOLE   129,502 0 0