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
ACUITY BRANDS INC COM 00508Y102 5,173 43,101 SH   SOLE   39,636 15 3,450
ALLIANCE DATA SYS CORP COM COM 018581108 12,052 68,878 SH   SOLE   63,922 10 4,946
AUTOZONE INC COM COM 053332102 10,825 10,570 SH   SOLE   9,789 2 779
Annaly Capital Management COM 035710409 2,072 207,364 SH   SOLE   106,615 175 100,574
Apple Computer Inc. COM 037833100 11,994 63,143 SH   SOLE   58,217 11 4,915
BIOGEN IDEC INC COM COM 09062X103 4,218 17,843 SH   SOLE   15,794 3 2,046
BROADCOM INC COM 11135F101 8,043 26,747 SH   SOLE   24,384 6 2,357
CAMECO CORP COM COM 13321L108 9,992 847,539 SH   SOLE   791,733 148 55,658
CELANESE CORP-SERIES A COM 150870103 9,739 98,761 SH   SOLE   91,611 0 7,150
CELGENE CORP COM COM 151020104 6,682 70,831 SH   SOLE   65,627 20 5,184
COGNIZANT TECH SOLUTIONS - A COM 192446102 6,699 92,460 SH   SOLE   86,079 26 6,355
Cigna Corp COM 125523100 4,921 30,600 SH   SOLE   28,393 0 2,207
DOWDUPONT INC COM 26078J100 6,038 113,268 SH   SOLE   103,108 30 10,130
Delta Air Lines COM 247361702 5,918 114,570 SH   SOLE   110,005 0 4,565
Federated Invs. PA CL B COM 314211103 7,259 247,669 SH   SOLE   229,293 68 18,308
GAMESTOP CORP NEW CL A COM 36467W109 2,367 232,937 SH   SOLE   220,493 52 12,392
GILEAD SCIENCES INC COM COM 375558103 8,642 132,939 SH   SOLE   122,965 26 9,948
JAZZ PHARMACEUTICALS PLC COM G50871105 5,193 36,324 SH   SOLE   33,466 14 2,844
MCKESSON CORP COM COM 58155Q103 8,147 69,600 SH   SOLE   65,270 14 4,316
MICROCHIP TECHNOLOGY COM COM 595017104 7,923 95,498 SH   SOLE   86,879 22 8,597
Microsoft Corp COM 594918104 14,917 126,476 SH   SOLE   116,479 17 9,980
Morgan Stanley COM 617446448 456 10,805 SH   SOLE   0 0 10,805
Pfizer Inc COM 717081103 1,091 25,685 SH   SOLE   12,125 0 13,560
Rush Enterprises CLA COM 781846209 10,448 249,899 SH   SOLE   249,899 0 0
Rush Enterprises CLB COM 781846308 202 4,875 SH   SOLE   4,333 0 542
UnitedHealth Group Inc. COM 91324P102 12,480 50,474 SH   SOLE   47,010 6 3,458
WABTEC CORP COM 929740108 3,885 52,695 SH   SOLE   48,282 12 4,401
ENTERPRISE PRODUCTS PARTNERS MLP 293792107 733 25,184 SH   SOLE   329 0 24,855
GOLAR LNG PARTNERS LP COM UNIT MLP Y2745C102 3,077 238,350 SH   SOLE   221,430 0 16,920
ALERIAN MLP ETF ETF 00162Q866 7,861 783,753 SH   SOLE   733,379 187 50,187
INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308 1,920 32,193 SH   SOLE   21,235 0 10,958
SPDR GOLD TRUST GOLD SHS ETF 78463V107 10,089 82,688 SH   SOLE   77,681 14 4,993