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 CO COM 88579y101 10,685 89,484 SH   SOLE   56,539 0 32,945
AAR CORP COM 000361105 3,430 125,485 SH   SOLE   125,250 0 235
AARONS INC COM PAR $0.50 002535300 1,695 61,174 SH   SOLE   49,754 0 11,420
ADVANCE AUTO PARTS INC COM 00751y106 473 5,718 SH   SOLE   5,718 0 0
ADVENT SOFTWARE INC COM 007974108 396 12,461 SH   SOLE   12,461 0 0
AES CORP COM 00130H105 1,595 120,000 SH   SOLE   120,000 0 0
AFLAC INC COM 001055102 437 7,055 SH   SOLE   6,992 0 63
AGILENT TECHNOLOGIES INC COM 00846U101 3,140 61,261 SH   SOLE   52,141 0 9,120
AGL RES INC COM 001204106 2,172 47,193 SH   SOLE   6,632 0 40,561
ALCOA INC COM 013817101 109 13,417 SH   SOLE   13,277 0 140
ALLSTATE CORP COM 020002101 7,415 146,692 SH   SOLE   121,647 0 25,045
ALTRIA GROUP INC COM 02209s103 477 13,898 SH   SOLE   13,804 0 94
AMERICAN EXPRESS CO COM 025816109 208 2,753 SH   SOLE   2,753 0 0
AMERISOURCEBERGEN CORP COM 03073e105 1,269 20,762 SH   SOLE   20,762 0 0
ANNALY CAP MGMT INC COM 035710409 8,380 723,662 SH   SOLE   609,412 0 114,250
APPLE INC COM 037833100 9,759 20,470 SH   SOLE   12,436 0 8,034
ARES CAP CORP COM 04010L103 577 33,379 SH   SOLE   32,979 0 400
ARRIS GROUP INC NEW COM 04270V106 5,087 298,387 SH   SOLE   244,947 0 53,440
ASCENA RETAIL GROUP INC COM 04351G101 1,918 96,242 SH   SOLE   78,077 0 18,165
AT&T INC COM 00206r102 11,597 342,889 SH   SOLE   223,700 0 119,189
ATWOOD OCEANICS INC COM 050095108 2,513 45,664 SH   SOLE   38,774 0 6,890
AUTOMATIC DATA PROCESSING IN COM 053015103 3,112 43,000 SH   SOLE   0 0 43,000
AVERY DENNISON CORP COM 053611109 2,274 52,249 SH   SOLE   43,794 0 8,455
AVNET INC COM 053807103 2,507 60,115 SH   SOLE   60,115 0 0
AZZ INC COM 002474104 2,549 60,885 SH   SOLE   50,485 0 10,400
BANK OF AMERICA CORPORATION COM 060505104 2,810 203,620 SH   SOLE   203,620 0 0
BAXTER INTL INC COM 071813109 8,798 133,937 SH   SOLE   92,862 0 41,075
BB&T CORP COM 054937107 4,542 134,570 SH   SOLE   111,145 0 23,425
BECTON DICKINSON & CO COM 075887109 1,904 19,040 SH   SOLE   40 0 19,000
BGC PARTNERS INC CL A 05541T101 161 28,550 SH   SOLE   27,380 0 1,170
BLACKROCK INC COM 09247X101 10,002 36,960 SH   SOLE   30,874 0 6,086
BLACKROCK KELSO CAPITAL CORP COM 092533108 129 13,660 SH   SOLE   13,100 0 560
BP PLC SPONSORED ADR 055622104 370 8,796 SH   SOLE   8,446 0 350
BRISTOL MYERS SQUIBB CO COM 110122108 241 5,211 SH   SOLE   5,211 0 0
BROWN & BROWN INC COM 115236101 6,427 200,214 SH   SOLE   172,799 0 27,415
CAI INTERNATIONAL INC COM 12477X106 4,024 172,937 SH   SOLE   142,732 0 30,205
CASELLA WASTE SYS INC CL A 147448104 2,570 447,021 SH   SOLE   372,811 0 74,210
CATERPILLAR INC DEL COM 149123101 8,089 96,991 SH   SOLE   59,880 0 37,111
CATHAY GENERAL BANCORP COM 149150104 3,005 128,599 SH   SOLE   104,474 0 24,125
CELADON GROUP INC COM 150838100 1,774 95,025 SH   SOLE   77,335 0 17,690
CHEMICAL FINL CORP COM 163731102 1,728 61,880 SH   SOLE   45,935 0 15,945
CHESAPEAKE ENERGY CORP COM 165167107 406 15,705 SH   SOLE   15,590 0 115
CHEVRON CORP NEW COM 166764100 11,136 91,654 SH   SOLE   64,760 0 26,894
CHICOS FAS INC COM 168615102 4,848 290,980 SH   SOLE   241,915 0 49,065
CISCO SYS INC COM 17275R102 15,008 640,505 SH   SOLE   449,135 0 191,370
CITIGROUP INC COM NEW 172967424 2,199 45,331 SH   SOLE   45,331 0 0
CLEARWATER PAPER CORP COM 18538R103 2,755 57,666 SH   SOLE   47,041 0 10,625
CME GROUP INC COM 12572Q105 6,228 84,305 SH   SOLE   70,307 0 13,998
COCA COLA CO COM 191216100 5,326 140,614 SH   SOLE   41,178 0 99,436
COLUMBIA BKG SYS INC COM 197236102 3,368 136,376 SH   SOLE   110,866 0 25,510
COMCAST CORP NEW CL A 20030n101 14,650 324,719 SH   SOLE   210,244 0 114,475
CONOCOPHILLIPS COM 20825C104 9,019 129,752 SH   SOLE   108,506 0 21,246
CON-WAY INC COM 205944101 2,670 61,966 SH   SOLE   51,971 0 9,995
COOPER TIRE & RUBR CO COM 216831107 2,217 71,995 SH   SOLE   71,995 0 0
CORNING INC COM 219350105 300 20,535 SH   SOLE   20,335 0 200
CRACKER BARREL OLD CTRY STOR COM 22410j106 1,080 10,468 SH   SOLE   10,468 0 0
DATALINK CORP COM 237934104 3,050 225,624 SH   SOLE   177,334 0 48,290
DEVON ENERGY CORP NEW COM 25179M103 5,700 98,684 SH   SOLE   82,098 0 16,586
DISNEY WALT CO COM DISNEY 254687106 8,223 127,508 SH   SOLE   87,763 0 39,745
DONNELLEY R R & SONS CO COM 257867101 218 13,815 SH   SOLE   13,245 0 570
DOW CHEM CO COM 260543103 8,401 218,780 SH   SOLE   138,220 0 80,560
DR PEPPER SNAPPLE GROUP INC COM 26138E109 288 6,417 SH   SOLE   6,222 0 195
DUKE ENERGY CORP NEW COM NEW 26441C204 4,360 65,294 SH   SOLE   55,249 0 10,045
DYCOM INDS INC COM 267475101 4,315 154,164 SH   SOLE   127,194 0 26,970
EAST WEST BANCORP INC COM 27579r104 2,162 67,659 SH   SOLE   54,989 0 12,670
EMERSON ELEC CO COM 291011104 353 5,460 SH   SOLE   5,460 0 0
ENSIGN GROUP INC COM 29358P101 3,559 86,581 SH   SOLE   71,251 0 15,330
EVERBANK FINL CORP COM 29977G102 2,031 135,570 SH   SOLE   113,250 0 22,320
EXELON CORP COM 30161n101 5,051 170,417 SH   SOLE   142,450 0 27,967
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,789 190,768 SH   SOLE   162,928 0 27,840
EXXON MOBIL CORP COM 30231G102 14,512 168,670 SH   SOLE   115,781 0 52,889
FIDUS INVT CORP COM 316500107 1,541 79,435 SH   SOLE   74,210 0 5,225
FIFTH THIRD BANCORP COM 316773100 6,258 346,719 SH   SOLE   311,819 0 34,900
FIRST HORIZON NATL CORP COM 320517105 2,301 209,397 SH   SOLE   179,859 0 29,538
FIRST NBC BK HLDG CO COM 32115d106 1,125 46,126 SH   SOLE   34,988 0 11,138
FOSTER WHEELER AG COM H27178104 2,634 100,000 SH   SOLE   100,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 159 38,010 SH   SOLE   36,665 0 1,345
FTI CONSULTING INC COM 302941109 484 12,799 SH   SOLE   12,799 0 0
FULTON FINL CORP PA COM 360271100 1,335 114,313 SH   SOLE   93,303 0 21,010
GAMESTOP CORP NEW CL A 36467w109 528 10,626 SH   SOLE   10,476 0 150
GENERAL ELECTRIC CO COM 369604103 15,263 638,870 SH   SOLE   436,445 0 202,425
GENUINE PARTS CO COM 372460105 390 4,826 SH   SOLE   4,826 0 0
GENWORTH FINL INC COM CL A 37247d106 1,807 141,200 SH   SOLE   141,200 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 327 6,515 SH   SOLE   6,255 0 260
GOLUB CAP BDC INC COM 38173M102 200 11,535 SH   SOLE   11,135 0 400
GULF ISLAND FABRICATION INC COM 402307102 1,836 74,901 SH   SOLE   55,971 0 18,930
HALLIBURTON CO COM 406216101 6,695 139,049 SH   SOLE   116,484 0 22,565
HANOVER INS GROUP INC COM 410867105 3,482 62,940 SH   SOLE   51,125 0 11,815
HARTFORD FINL SVCS GROUP INC COM 416515104 2,492 80,075 SH   SOLE   80,075 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,913 391,521 SH   SOLE   320,336 0 71,185
HCC INS HLDGS INC COM 404132102 4,050 92,425 SH   SOLE   77,040 0 15,385
HOME DEPOT INC COM 437076102 4,271 56,307 SH   SOLE   29,551 0 26,756
HURON CONSULTING GROUP INC COM 447462102 2,938 55,848 SH   SOLE   46,258 0 9,590
IBERIABANK CORP COM 450828108 2,739 52,773 SH   SOLE   43,483 0 9,290
IGATE CORP COM 45169U105 2,686 96,773 SH   SOLE   81,078 0 15,695
INTEL CORP COM 458140100 5,473 238,766 SH   SOLE   108,454 0 130,312
INTERNATIONAL BUSINESS MACHS COM 459200101 3,178 17,161 SH   SOLE   1,761 0 15,400
ISHARES MSCI EAFE ETF 464287465 249 3,900 SH   SOLE   0 0 3,900
JABIL CIRCUIT INC COM 466313103 6,098 281,294 SH   SOLE   252,699 0 28,595
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,603 64,434 SH   SOLE   48,314 0 16,120
JOHNSON & JOHNSON COM 478160104 13,270 153,074 SH   SOLE   105,120 0 47,954
JPMORGAN CHASE & CO COM 46625H100 9,342 180,731 SH   SOLE   152,934 0 27,797
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,422 33,229 SH   SOLE   25,115 0 8,114
KELLY SVCS INC CL A 488152208 255 13,085 SH   SOLE   13,085 0 0
KIMBERLY CLARK CORP COM 494368103 310 3,292 SH   SOLE   3,292 0 0
LINCOLN NATL CORP IND COM 534187109 3,359 80,000 SH   SOLE   80,000 0 0
LOCKHEED MARTIN CORP COM 539830109 11,932 93,551 SH   SOLE   77,268 0 16,283
MAGNUM HUNTER RES CORP DEL COM 55973B102 130 21,000 SH   SOLE   21,000 0 0
MCDONALDS CORP COM 580135101 1,362 14,160 SH   SOLE   14,125 0 35
MEADWESTVACO CORP COM 583334107 608 15,850 SH   SOLE   15,850 0 0
MEDTRONIC INC COM 585055106 398 7,480 SH   SOLE   7,480 0 0
MERCK & CO INC NEW COM 58933Y105 2,585 54,288 SH   SOLE   45,152 0 9,136
MICROSOFT CORP COM 594918104 13,847 416,089 SH   SOLE   272,919 0 143,170
MONDELEZ INTL INC CL A 609207105 2,402 76,440 SH   SOLE   64,023 0 12,417
MRC GLOBAL INC COM 55345K103 4,577 170,789 SH   SOLE   141,794 0 28,995
NATIONAL OILWELL VARCO INC COM 637071101 4,082 52,262 SH   SOLE   43,756 0 8,506
NEENAH PAPER INC COM 640079109 3,915 99,599 SH   SOLE   76,589 0 23,010
NETGEAR INC COM 64111Q104 3,722 120,613 SH   SOLE   104,003 0 16,610
NEWELL RUBBERMAID INC COM 651229106 686 24,945 SH   SOLE   24,745 0 200
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 507 13,414 SH   SOLE   13,414 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,929 50,800 SH   SOLE   0 0 50,800
NOVARTIS A G SPONSORED ADR 66987v109 8,164 106,429 SH   SOLE   65,920 0 40,509
NOVATEL WIRELESS INC COM NEW 66987m604 28 10,575 SH   SOLE   10,575 0 0
NUCOR CORP COM 670346105 7,781 158,726 SH   SOLE   133,644 0 25,082
OCCIDENTAL PETE CORP DEL COM 674599105 3,971 42,448 SH   SOLE   35,023 0 7,425
OFFICE DEPOT INC COM 676220106 68 14,125 SH   SOLE   14,125 0 0
OLD NATL BANCORP IND COM 680033107 818 57,585 SH   SOLE   49,365 0 8,220
ON SEMICONDUCTOR CORP COM 682189105 2,939 402,128 SH   SOLE   362,313 0 39,815
ORACLE CORP COM 68389X105 2,057 62,023 SH   SOLE   51,098 0 10,925
OUTERWALL INC COM 690070107 3,472 69,394 SH   SOLE   60,454 0 8,940
OWENS ILL INC COM NEW 690768403 903 30,068 SH   SOLE   30,068 0 0
PANTRY INC COM 698657103 3,250 293,345 SH   SOLE   242,050 0 51,295
PAYCHEX INC COM 704326107 513 12,620 SH   SOLE   12,445 0 175
PENGROWTH ENERGY CORP COM 70706P104 1,357 229,300 SH   SOLE   229,000 0 300
PEPSICO INC COM 713448108 11,841 148,942 SH   SOLE   125,472 0 23,470
PERFORMANT FINL CORP COM 71377e105 1,379 126,492 SH   SOLE   102,222 0 24,270
PFIZER INC COM 717081103 14,996 522,058 SH   SOLE   350,418 0 171,640
PHILIP MORRIS INTL INC COM 718172109 4,269 49,304 SH   SOLE   42,161 0 7,143
PNC FINL SVCS GROUP INC COM 693475105 7,454 102,890 SH   SOLE   86,118 0 16,772
PPL CORP COM 69351t106 7,222 237,719 SH   SOLE   201,263 0 36,456
PRAXAIR INC COM 74005P104 952 7,923 SH   SOLE   7,743 0 180
PREMIERE GLOBAL SVCS INC COM 740585104 3,194 320,645 SH   SOLE   261,080 0 59,565
PROCTER & GAMBLE CO COM 742718109 9,808 129,748 SH   SOLE   78,299 0 51,449
PROSHARES TR PSHS ULTSH 20YRS 74347B201 3,764 50,000 SH   SOLE   50,000 0 0
PROSHARES TR PSHS SHRT S&P500 74347R503 364 13,000 SH   SOLE   13,000 0 0
PROTECTIVE LIFE CORP COM 743674103 1,198 28,156 SH   SOLE   24,246 0 3,910
PTC INC COM 69370C100 2,059 72,332 SH   SOLE   58,732 0 13,600
RAYMOND JAMES FINANCIAL INC COM 754730109 9,478 227,465 SH   SOLE   187,725 0 39,740
REPUBLIC SVCS INC COM 760759100 9,541 286,004 SH   SOLE   194,949 0 91,055
ROCK-TENN CO CL A 772739207 7,179 70,894 SH   SOLE   64,424 0 6,470
ROVI CORP COM 779376102 3,339 174,204 SH   SOLE   141,829 0 32,375
RPM INTL INC COM 749685103 1,662 45,923 SH   SOLE   45,923 0 0
SCANSOURCE INC COM 806037107 1,899 54,906 SH   SOLE   44,991 0 9,915
SCHLUMBERGER LTD COM 806857108 495 5,600 SH   SOLE   5,600 0 0
SELECT COMFORT CORP COM 81616x103 3,380 138,823 SH   SOLE   117,428 0 21,395
SERVICE CORP INTL COM 817565104 202 10,859 SH   SOLE   10,859 0 0
SKYWORKS SOLUTIONS INC COM 83088m102 4,066 163,681 SH   SOLE   134,001 0 29,680
SONOCO PRODS CO COM 835495102 327 8,385 SH   SOLE   8,385 0 0
SOUTHERN CO COM 842587107 4,838 117,479 SH   SOLE   66,514 0 50,965
SPECTRA ENERGY CORP COM 847560109 3,087 90,181 SH   SOLE   17,791 0 72,390
STATE BK FINL CORP COM 856190103 183 11,500 SH   SOLE   11,500 0 0
STELLUS CAP INVT CORP COM 858568108 1,588 105,985 SH   SOLE   82,633 0 23,352
SUNTRUST BKS INC COM 867914103 1,079 33,275 SH   SOLE   3,275 0 30,000
SYKES ENTERPRISES INC COM 871237103 4,152 232,092 SH   SOLE   188,797 0 43,295
SYNAPTICS INC COM 87157D109 2,212 49,989 SH   SOLE   41,544 0 8,445
SYNNEX CORP COM 87162W100 2,322 37,793 SH   SOLE   31,978 0 5,815
SYNOVUS FINL CORP COM 87161C105 137 41,617 SH   SOLE   41,617 0 0
SYSCO CORP COM 871829107 10,584 332,531 SH   SOLE   223,085 0 109,446
TELETECH HOLDINGS INC COM 879939106 3,403 135,649 SH   SOLE   113,129 0 22,520
TENNECO INC COM 880349105 2,023 40,067 SH   SOLE   32,832 0 7,235
THL CR INC COM 872438106 972 62,305 SH   SOLE   61,840 0 465
TIDEWATER INC COM 886423102 9,424 158,754 SH   SOLE   137,654 0 21,100
TITAN INTL INC ILL COM 88830m102 2,023 138,198 SH   SOLE   119,713 0 18,485
TJX COS INC NEW COM 872540109 7,637 135,438 SH   SOLE   112,753 0 22,685
TOWERS WATSON & CO CL A 891894107 6,530 61,055 SH   SOLE   50,930 0 10,125
TRIMAS CORP COM NEW 896215209 1,693 45,377 SH   SOLE   37,727 0 7,650
TRIUMPH GROUP INC NEW COM 896818101 2,469 35,165 SH   SOLE   28,545 0 6,620
TWO HBRS INVT CORP COM 90187B101 121 12,445 SH   SOLE   11,920 0 525
UNIFI INC COM NEW 904677200 1,635 70,000 SH   SOLE   70,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 450 4,930 SH   SOLE   4,930 0 0
UNITED TECHNOLOGIES CORP COM 913017109 663 6,149 SH   SOLE   6,149 0 0
UNUM GROUP COM 91529y106 1,201 39,471 SH   SOLE   39,471 0 0
US BANCORP DEL COM NEW 902973304 7,041 192,490 SH   SOLE   126,370 0 66,120
V F CORP COM 918204108 3,128 15,716 SH   SOLE   12,568 0 3,148
VALUECLICK INC COM 92046N102 2,182 104,580 SH   SOLE   85,750 0 18,830
VERIFONE SYS INC COM 92342Y109 10,588 463,165 SH   SOLE   390,548 0 72,617
WAL-MART STORES INC COM 931142103 340 4,599 SH   SOLE   4,449 0 150
WASTE MGMT INC DEL COM 94106l109 314 7,615 SH   SOLE   7,615 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,745 25,021 SH   SOLE   20,381 0 4,640
WELLPOINT INC COM 94973V107 7,452 89,133 SH   SOLE   73,873 0 15,260
WELLS FARGO & CO NEW COM 949746101 309 7,470 SH   SOLE   7,380 0 90
WILEY JOHN & SONS INC CL A 968223206 8,826 185,077 SH   SOLE   163,522 0 21,555
WINTRUST FINL CORP COM 97650W108 3,605 87,779 SH   SOLE   71,929 0 15,850
XERIUM TECHNOLOGIES INC COM NEW 98416j118 305 26,328 SH   SOLE   25,523 0 805
YUM BRANDS INC COM 988498101 514 7,194 SH   SOLE   7,194 0 0
ZIONS BANCORPORATION COM 989701107 2,204 80,364 SH   SOLE   65,394 0 14,970