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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>AMSURG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03232P405</cusip>
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    <nameOfIssuer>OMEGA PROTEIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>280</value>
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    <nameOfIssuer>JETBLUE AIRWAYS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
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    <nameOfIssuer>CAMERON INTERNATIONAL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>13342B105</cusip>
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    <nameOfIssuer>HORMEL FOODS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>440452100</cusip>
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    <nameOfIssuer>RYANAIR HLDGS PLC</nameOfIssuer>
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    <cusip>783513203</cusip>
    <value>385</value>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>EXPEDIA INC DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>4630</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>477839104</cusip>
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    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>15138</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>05605H100</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>171232101</cusip>
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      <None>34310</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>177376100</cusip>
    <value>11387</value>
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      <sshPrnamt>150517</sshPrnamt>
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      <None>150517</None>
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    <nameOfIssuer>D R HORTON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23331A109</cusip>
    <value>4175</value>
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      <sshPrnamt>130362</sshPrnamt>
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      <Sole>0</Sole>
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      <None>130362</None>
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    <nameOfIssuer>LEGACY TEX FINL GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>52471Y106</cusip>
    <value>347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13856</sshPrnamt>
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      <Sole>0</Sole>
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      <None>13856</None>
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    <nameOfIssuer>AMERISAFE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03071H100</cusip>
    <value>398</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7822</sshPrnamt>
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      <Sole>0</Sole>
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      <None>7822</None>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609207105</cusip>
    <value>13047</value>
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      <sshPrnamt>290963</sshPrnamt>
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    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>290963</None>
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    <nameOfIssuer>SMITH &amp; WESSON HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>831756101</cusip>
    <value>456</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20755</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20755</None>
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    <nameOfIssuer>HOME BANCSHARES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436893200</cusip>
    <value>620</value>
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      <sshPrnamt>15303</sshPrnamt>
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      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>15303</None>
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    <titleOfClass>SHS</titleOfClass>
    <cusip>G3922B107</cusip>
    <value>247</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9874</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9874</None>
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    <nameOfIssuer>ACUITY BRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00508Y102</cusip>
    <value>520</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2225</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2225</None>
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    <nameOfIssuer>J2 GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48123V102</cusip>
    <value>429</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5216</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5216</None>
    </votingAuthority>
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    <nameOfIssuer>REYNOLDS AMERICAN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>761713106</cusip>
    <value>4303</value>
    <shrsOrPrnAmt>
      <sshPrnamt>93237</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>93237</None>
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