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 306 1,395 SH   SOLE   1,395 0 0
ABBOTT LABS COM 002824100 384 6,404 SH   SOLE   6,404 0 0
ABBVIE, INC. COM 00287Y109 575 6,075 SH   SOLE   6,075 0 0
ACUITY BRANDS COM 00508Y102 9,391 67,469 SH   SOLE   67,469 0 0
ADOBE SYSTEMS COM 00724F101 22,557 104,391 SH   SOLE   104,391 0 0
AMERICAN ELEC PWR COM 025537101 217 3,160 SH   SOLE   3,160 0 0
APPLE INC COM 037833100 1,292 7,699 SH   SOLE   7,699 0 0
AT&T COM 00206R102 783 21,952 SH   SOLE   21,952 0 0
BANCORP SOUTH BANK COM 05971J102 718 22,584 SH   SOLE   22,584 0 0
BANK OF AMERICA COM 060505104 719 23,975 SH   SOLE   23,975 0 0
BANK OF THE OZARKS COM 063904106 530 10,978 SH   SOLE   10,978 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 1,932 9,684 SH   SOLE   9,684 0 0
CHEVRON CORPORATION COM 166751107 412 3,617 SH   SOLE   3,617 0 0
CISCO SYSTEMS COM 17275R102 16,471 384,032 SH   SOLE   384,032 0 0
COCA COLA COM 191216100 603 13,881 SH   SOLE   13,881 0 0
CONVERGYS CORP COM 212485106 4,257 188,197 SH   SOLE   188,197 0 0
CULLEN/FROST COM 229899109 16,140 152,161 SH   SOLE   152,161 0 0
CVS HEALTH CORP COM 126650100 9,861 158,519 SH   SOLE   158,519 0 0
DANAHER COM 235851102 246 2,510 SH   SOLE   2,510 0 0
ELECTRONIC ARTS COM 285512109 18,717 154,377 SH   SOLE   154,377 0 0
ENTERGY COM 29364G103 229 2,913 SH   SOLE   2,913 0 0
EXXON MOBIL COM 302290101 10,715 143,619 SH   SOLE   143,619 0 0
GENERAL ELECTRIC COM 369604103 6,194 459,481 SH   SOLE   459,481 0 0
HALLIBURTON COM 406216101 432 9,194 SH   SOLE   9,194 0 0
HOME BANCSHARES COM 436893101 750 32,881 SH   SOLE   32,881 0 0
ILLINOIS TOOL COM 452308109 15,816 100,956 SH   SOLE   100,956 0 0
J B HUNT COM 445658107 440 3,756 SH   SOLE   3,756 0 0
JACOBS ENGINEERG COM 469814107 14,817 250,495 SH   SOLE   250,495 0 0
JOHNSON & JOHNSON COM 478160104 353 2,754 SH   SOLE   2,754 0 0
JOHNSON CONTROLS INTL COM G51502105 10,103 286,701 SH   SOLE   286,701 0 0
JPMORGAN CHASE & CO COM 46625H100 279 2,536 SH   SOLE   2,536 0 0
KIMBERLY-CLARK CORP COM 494368103 406 3,686 SH   SOLE   3,686 0 0
KIRBY COM 497266106 14,207 184,630 SH   SOLE   184,630 0 0
LABORATORY CORP. COM 50540R409 14,410 89,087 SH   SOLE   89,087 0 0
LAZARD LTD-CL A COM 021260622 15,547 295,802 SH   SOLE   295,802 0 0
LIBERTY ONE LITHIUM CORP COM 53116A107 8 23,000 SH   SOLE   23,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106 5,679 27,395 SH   SOLE   27,395 0 0
MICROSOFT COM 594918104 19,198 210,343 SH   SOLE   210,343 0 0
NEWELL BRANDS, INC. COM 651229106 7,263 285,028 SH   SOLE   285,028 0 0
NIKE CLASS B COM 654106103 14,495 218,165 SH   SOLE   218,165 0 0
NMC COM 629196106 0 100,000 SH   SOLE   100,000 0 0
REGIONS FINL COM 7591EP100 2,117 113,940 SH   SOLE   113,940 0 0
SCHLUMBERGER COM 806857108 10,643 164,293 SH   SOLE   164,293 0 0
SIMMONS FIRST NATIONAL COM 828730200 233 8,176 SH   SOLE   8,176 0 0
SOUTHERN CO. COM 842587107 214 4,800 SH   SOLE   4,800 0 0
SOUTHWESTERN ENERGY COM 845467109 94 21,675 SH   SOLE   21,675 0 0
TARGET COM 87612E106 2,230 32,122 SH   SOLE   32,122 0 0
THERMO FISHER COM 883556102 17,113 82,889 SH   SOLE   82,889 0 0
TRIUMPH GROUP COM 896818101 8,435 334,739 SH   SOLE   334,739 0 0
TYSON FOODS COM 902494103 1,519 20,750 SH   SOLE   20,750 0 0
UNITED PARCEL SERVICE COM 911312106 11,738 112,150 SH   SOLE   112,150 0 0
UNITI GROUP INC. COM 91325V108 199 12,221 SH   SOLE   12,221 0 0
VECTREN COM 92240G101 433 6,775 SH   SOLE   6,775 0 0
VERIZON COM 92343V104 201 4,210 SH   SOLE   4,210 0 0
WALMART COM 931142103 15,455 173,712 SH   SOLE   173,712 0 0
WALT DISNEY COM 254687106 12,501 124,463 SH   SOLE   124,463 0 0
WASTE CONNECTIONS, INC. COM 94106B101 250 3,480 SH   SOLE   3,480 0 0
SCHWAB S&P 500 SELECT SHARES MFD 808509855 353 8,630 SH   SOLE   8,630 0 0
VANGUARD 500 INDEX FUND - ADMI MFD 922908710 459 1,883 SH   SOLE   1,883 0 0
SCHWAB INTL EQ ETF ETF 808524805 420 12,465 SH   SOLE   12,465 0 0
SCHWAB US MID CAP ETF ETF 808524508 6,820 128,979 SH   SOLE   128,979 0 0
SCHWAB 1000 INDEX ETF ETF 808524722 526 20,249 SH   SOLE   20,249 0 0