0000950123-13-006147.txt : 20130813 0000950123-13-006147.hdr.sgml : 20130813 20130813092203 ACCESSION NUMBER: 0000950123-13-006147 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130813 DATE AS OF CHANGE: 20130813 EFFECTIVENESS DATE: 20130813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KING LUTHER CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0000310051 IRS NUMBER: 75163030 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01071 FILM NUMBER: 131031436 BUSINESS ADDRESS: STREET 1: 301 COMMERCE SUITE 1600 CITY: FORT WORTH STATE: TX ZIP: 76102 BUSINESS PHONE: 8173323235 MAIL ADDRESS: STREET 1: 301 COMMERCE SUITE 1600 CITY: FORT WORTH STATE: TX ZIP: 76102 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000310051 XXXXXXXX 06-30-2013 06-30-2013 KING LUTHER CAPITAL MANAGEMENT CORP
301 COMMERCE SUITE 1600 FORT WORTH TX 76102
13F HOLDINGS REPORT 028-01071 N
Jacob D. Smith General Counsel (817) 332-3235 /s/ Jacob D. Smith Fort Worth TX 08-12-2013 0 672 10735901 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 10968 100303 SH SOLE 0 100303 0 0 ABBOTT LABS COM 002824100 75369 2160795 SH SOLE 0 2160795 0 0 ABBVIE INC COM 00287Y109 89927 2175314 SH SOLE 0 2175314 0 0 ACCENTURE LTD BERMUDA CL A G1151C101 19482 270737 SH SOLE 0 270737 0 0 ACE LTD SHS H0023R105 255 2847 SH SOLE 0 2847 0 0 ACI WORLDWIDE INC COM 004498101 48319 1039565 SH SOLE 0 1039565 0 0 ACTAVIS INC COM 00507K103 1169 9260 SH SOLE 0 9260 0 0 ACTIVISION BLIZZARD INC COM 00507V109 198 13900 SH SOLE 0 13900 0 0 ACTUANT CORP CL A NEW 00508X203 29039 880770 SH SOLE 0 880770 0 0 ACCUITY BRANDS INC COM 00508Y102 9300 123140 SH SOLE 0 123140 0 0 ACXIOM CORP COM 005125109 41630 1835555 SH SOLE 0 1835555 0 0 ADOBE SYS INC COM 00724F101 86533 1899330 SH SOLE 0 1899330 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 546 6730 SH SOLE 0 6730 0 0 AECOM TECHNOLOGY CORP DELAWARE COM 00766T100 2861 89990 SH SOLE 0 89990 0 0 AETNA INC NEW COM 00817Y108 280 4400 SH SOLE 0 4400 0 0 AFFILIATED MANAGERS GROUP COM 008252108 28730 175246 SH SOLE 0 175246 0 0 AGCO CORP COM 001084102 3976 79221 SH SOLE 0 79221 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 555 12975 SH SOLE 0 12975 0 0 AIR PRODS & CHEMS INC COM 009158106 17397 189986 SH SOLE 0 189986 0 0 AIRGAS INC COM 009363102 28831 302020 SH SOLE 0 302020 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 37227 874901 SH SOLE 0 874901 0 0 AKORN INC COM 009728106 37638 2783859 SH SOLE 0 2783859 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 369 4000 SH SOLE 0 4000 0 0 ALIGN TECHNOLOGY INC COM 016525501 5599 151160 SH SOLE 0 151160 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 6411 243670 SH SOLE 0 243670 0 0 ALLERGAN INC COM 018490102 43263 513565 SH SOLE 0 513565 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 983 5429 SH SOLE 0 5429 0 0 ALLIANT ENERGY CORP COM 018802108 262 5200 SH SOLE 0 5200 0 0 ALLOT COMMUNICATIONS LTD SHS M0854Q105 17228 1256580 SH SOLE 0 1256580 0 0 ALTRIA GROUP INC COM 02209S103 593 16934 SH SOLE 0 16934 0 0 AMAZON COM INC COM 023135106 70901 255325 SH SOLE 0 255325 0 0 AMDOCS LTD ORD G02602103 2731 73644 SH SOLE 0 73644 0 0 AMERICAN EXPRESS CO COM 025816109 13641 182461 SH SOLE 0 182461 0 0 AMERICAN FINL GROUP INC OHIO CL A 025932104 513 10486 SH SOLE 0 10486 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 3030 67779 SH SOLE 0 67779 0 0 AMERICAN TOWER CORP COM 03027X100 3099 42355 SH SOLE 0 42355 0 0 AMERISPRISE FINL INC COM 03076C106 239 2950 SH SOLE 0 2950 0 0 AMERISOURCEBERGEN CORP COM 03073E105 888 15900 SH SOLE 0 15900 0 0 AMETEK INC NEW COM 031100100 5206 123067 SH SOLE 0 123067 0 0 AMGEN INC CL A 031162100 44187 447871 SH SOLE 0 447871 0 0 AMPHENOL CORP NEW COM 032095101 383 4920 SH SOLE 0 4920 0 0 AMTRUST FINANCIAL SERVICES I COM 032359309 38888 1089311 SH SOLE 0 1089311 0 0 ANADARKO PETE CORP COM 032511107 15463 179946 SH SOLE 0 179946 0 0 ANDERSONS INC COM 034164103 6637 124770 SH SOLE 0 124770 0 0 ANSYS INC COM 03662Q105 14986 205003 SH SOLE 0 205003 0 0 AON PLC SHS CL A G0408V102 219 3400 SH SOLE 0 3400 0 0 APACHE CORP COM 037411105 15945 190212 SH SOLE 0 190212 0 0 APPLE COMPUTER INC COM 037833100 136462 344140 SH SOLE 0 344140 0 0 APPLIED INDL TECHNOLOGIES INC COM 03820C105 27681 572740 SH SOLE 0 572740 0 0 APPROACH RESOURCES INC COM 03834A103 29468 1199348 SH SOLE 0 1199348 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 454 13390 SH SOLE 0 13390 0 0 ARCTIC CAT INC COM 039670104 11020 244990 SH SOLE 0 244990 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 27878 583350 SH SOLE 0 583350 0 0 ARROW ELECTRS INC COM 042735100 271 6800 SH SOLE 0 6800 0 0 ASHLAND INC NEW COM 044209104 951 11393 SH SOLE 0 11393 0 0 ASPEN TECHNOLOGY INC COM 045327103 34031 1182035 SH SOLE 0 1182035 0 0 CROSS A T CO COM 227478104 3390 200000 SH SOLE 0 200000 0 0 AT&T INC COM 00206R102 50130 1416111 SH SOLE 0 1416111 0 0 ATLAS PIPELINE PARTNERS LP UNIT LP INT 049392103 1182 30945 SH SOLE 0 30945 0 0 ATWOOD OCEANICS INC COM 050095108 29137 559798 SH SOLE 0 559798 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 13601 197515 SH SOLE 0 197515 0 0 AUTONATION INC COM 05329W102 226 5200 SH SOLE 0 5200 0 0 AVALONBAY CMNTYS INC COM 053484101 364 2700 SH SOLE 0 2700 0 0 AVERY DENNISON CORP COM 053611109 2087 48800 SH SOLE 0 48800 0 0 AVON PRODS INC COM 054303102 11798 561000 SH SOLE 0 561000 0 0 AZZ INC COM 002474104 11831 306825 SH SOLE 0 306825 0 0 B&G FOODS INC NEW COM 05508R106 310 9100 SH SOLE 0 9100 0 0 B/E AEROSPACE INC COM 073302101 16734 265285 SH SOLE 0 265285 0 0 BAKER HUGHES INC COM 057224107 10599 229756 SH SOLE 0 229756 0 0 BALL CORP COM 058498106 31421 756410 SH SOLE 0 756410 0 0 BANCORPSOUTH INC COM 059692103 33508 1893083 SH SOLE 0 1893083 0 0 BANK NEW YORK INC COM 064058100 2398 85481 SH SOLE 0 85481 0 0 BANK OF AMERICA CORPORATION COM 060505104 19363 1505639 SH SOLE 0 1505639 0 0 BARNES GROUP INC COM 067806109 31350 1045350 SH SOLE 0 1045350 0 0 BAXTER INTL INC COM 071813109 498 7186 SH SOLE 0 7186 0 0 BEACON ROOFING SUPPLY INC COM 073685109 37952 1001900 SH SOLE 0 1001900 0 0 BEASLEY BROADCAST GROUP INC CL A 074014101 1048 125000 SH SOLE 0 125000 0 0 BELDEN INC COM 077454106 43336 867930 SH SOLE 0 867930 0 0 BEMIS INC COM 081437105 391 9990 SH SOLE 0 9990 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2698 16 SH SOLE 0 16 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670702 10994 98228 SH SOLE 0 98228 0 0 BIOGEN IDEC INC COM 09062X103 855 3975 SH SOLE 0 3975 0 0 BLACK HILLS CORP COM 092113109 293 6000 SH SOLE 0 6000 0 0 BLACKROCK INC COM 09247X101 371 1445 SH SOLE 0 1445 0 0 BLOOMIN BRANDS INC COM 094235108 19516 784390 SH SOLE 0 784390 0 0 BOEING CO COM 097023105 1790 17475 SH SOLE 0 17475 0 0 BOK FINL CORP COM NEW 05561Q201 14524 226757 SH SOLE 0 226757 0 0 BONANZA CREEK ENERGY INC COM 097793103 590 16640 SH SOLE 0 16640 0 0 BORGWARNERINC COM 099724106 258 3000 SH SOLE 0 3000 0 0 BOSTON PROPERTIES INC COM 101121101 401 3800 SH SOLE 0 3800 0 0 BOTTOMLINE TECH DEL INC COM 101388106 23836 942490 SH SOLE 0 942490 0 0 BRINKER INTL INC COM 109641100 586 14861 SH SOLE 0 14861 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 852 19056 SH SOLE 0 19056 0 0 BROADCOM CORP CL A 111320107 7838 231920 SH SOLE 0 231920 0 0 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2969 515500 SH SOLE 0 515500 0 0 BUCKEYE PARTNERS LP UNIT LTD PARTN 118230101 484 6900 SH SOLE 0 6900 0 0 C&J ENERGY SVCS INC COM 12467B304 2537 131000 SH SOLE 0 131000 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3209 56987 SH SOLE 0 56987 0 0 CABOT OIL & GAS CORP COM 127097103 163567 2303108 SH SOLE 0 2303108 0 0 CACHE INC COM NEW 127150308 60 13500 SH SOLE 0 13500 0 0 CACI INTL INC CL A 127190304 343 5400 SH SOLE 0 5400 0 0 CADENCE DESIGN SYSTEMS INC COM 127387108 604 41720 SH SOLE 0 41720 0 0 CAMDEN PPTY TR SH BEN INT 133131102 539 7800 SH SOLE 0 7800 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 536 8770 SH SOLE 0 8770 0 0 CAMPBELL SOUP CO COM 134429109 372 8300 SH SOLE 0 8300 0 0 CANADIAN NATL RY CO COM 136375102 1969 20245 SH SOLE 0 20245 0 0 CAPITAL ONE FINL CORP COM 14040H105 859 13677 SH SOLE 0 13677 0 0 CAPITOL FED FINL INC COM 14057J101 33145 2729085 SH SOLE 0 2729085 0 0 CARBO CERAMICS INC COM 140781105 303 4500 SH SOLE 0 4500 0 0 CARMAX INC COM 143130102 240 5210 SH SOLE 0 5210 0 0 CARNIVAL CORP PAIRED CTF 143658300 1991 58075 SH SOLE 0 58075 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 21528 477650 SH SOLE 0 477650 0 0 CARRIZO OIL & GAS INC COM 144577103 869 30690 SH SOLE 0 30690 0 0 CASEYS GEN STORES INC COM 147528103 37742 627367 SH SOLE 0 627367 0 0 CASH AMER INTL INC COM 14754D100 18794 413415 SH SOLE 0 413415 0 0 CATAMARAN CORP COM 148887102 19404 397939 SH SOLE 0 397939 0 0 CATERPILLAR INC DEL COM 149123101 899 10896 SH SOLE 0 10896 0 0 CBOE HLDGS INC COM 12503M108 536 11500 SH SOLE 0 11500 0 0 CBS CORP NEW CL B 124857202 1986 40635 SH SOLE 0 40635 0 0 CELANESE CORP DEL COM SER A 150870103 3004 67050 SH SOLE 0 67050 0 0 CELGENE CORP COM 151020104 109238 933821 SH SOLE 0 933821 0 0 CENOVUS ENERGY INC COM 15135U109 1393 48850 SH SOLE 0 48850 0 0 CENTRAL SECS CORP COM 155123102 503 23854 SH SOLE 0 23854 0 0 CHART INDS INC COM PAR $0.01 16115Q308 26241 278892 SH SOLE 0 278892 0 0 CHENIERE ENERGY PARTNERS LP COM UNIT 16411R208 1641 59100 SH SOLE 0 59100 0 0 CHEVRON CORP NEW COM 166764100 45781 386864 SH SOLE 0 386864 0 0 CHICAGO BRIDGE & IRON CO NV NY REGISTRY SH 167250109 805 13495 SH SOLE 0 13495 0 0 CHUBB CORP COM 171232101 3972 46918 SH SOLE 0 46918 0 0 CHURCH & DWIGHT INC COM 171340102 688 11144 SH SOLE 0 11144 0 0 CIENA CORP COM NEW 171779309 43788 2253610 SH SOLE 0 2253610 0 0 CIMAREX ENERGY CO COM 171798101 208 3200 SH SOLE 0 3200 0 0 CINEMARK HOLDINGS INC COM 17243V102 41557 1488415 SH SOLE 0 1488415 0 0 CINTAS CORP COM 172908105 442 9700 SH SOLE 0 9700 0 0 CIRRUS LOGIC INC COM 172755100 15933 917785 SH SOLE 0 917785 0 0 CISCO SYS INC COM 17275R102 38783 1593726 SH SOLE 0 1593726 0 0 CITIGROUP INC COM NEW 172967424 3193 66567 SH SOLE 0 66567 0 0 CITRIX SYS INC COM 177376100 1559 25835 SH SOLE 0 25835 0 0 CLARCOR INC COM 179895107 11172 213990 SH SOLE 0 213990 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CHN SML CAP 18383Q853 1812 81567 SH SOLE 0 81567 0 0 COCA COLA CO COM 191216100 127513 3179088 SH SOLE 0 3179088 0 0 COLGATE PALMOLIVE CO COM 194162103 97244 1697401 SH SOLE 0 1697401 0 0 COLUMBIA BKG SYS INC COM 197236102 28746 1207320 SH SOLE 0 1207320 0 0 COMCAST CORP NEW CL A 20030N101 2708 64855 SH SOLE 0 64855 0 0 COMERICA INC COM 200340107 97872 2457252 SH SOLE 0 2457252 0 0 COMMERCIAL METALS CO COM 201723103 32210 2180755 SH SOLE 0 2180755 0 0 COMMUNITY BK SYS INC COM 203607106 29134 944360 SH SOLE 0 944360 0 0 COMPASS MINERALS INTL INC COM 20451N101 1830 21650 SH SOLE 0 21650 0 0 COMSTOCK RES INC COM NEW 205768203 2360 150000 SH SOLE 0 150000 0 0 CONAGRA FOODS INC COM 205887102 4346 124425 SH SOLE 0 124425 0 0 CONCHO RES INC COM 20605P101 1767 21110 SH SOLE 0 21110 0 0 CONOCOPHILLIPS COM 20825C104 41992 694087 SH SOLE 0 694087 0 0 CONTINENTAL RESOURCES INC COM 212015101 2389 27765 SH SOLE 0 27765 0 0 CONVERGYS CORP COM 212485106 928 53220 SH SOLE 0 53220 0 0 CON-WAY INC COM 205944101 4678 120083 SH SOLE 0 120083 0 0 CORE LABORATORIES N V COM N22717107 720 4750 SH SOLE 0 4750 0 0 CORELOGIC INC COM 21871D103 893 38530 SH SOLE 0 38530 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 582 9200 SH SOLE 0 9200 0 0 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 508 14987 SH SOLE 0 14987 0 0 COSTCO WHSL CORP NEW COM 22160K105 2973 26886 SH SOLE 0 26886 0 0 COVANCE INC COM 222816100 12214 160415 SH SOLE 0 160415 0 0 COVIDIEN PLC SHS G2554F113 116766 1858148 SH SOLE 0 1858148 0 0 CROSS TIMBERS RTY TR TR UNIT 22757R109 244 9000 SH SOLE 0 9000 0 0 CST BRANDS INC COM 12646R105 25427 825287 SH SOLE 0 825287 0 0 CSX CORP COM 126408103 1370 59060 SH SOLE 0 59060 0 0 CULLEN FROST BANKERS INC COM 229899109 141229 2115143 SH SOLE 0 2115143 0 0 CUMMINS INC COM 231021106 2126 19600 SH SOLE 0 19600 0 0 CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 634 6100 SH SOLE 0 6100 0 0 CVS CORP COM 126650100 58368 1020779 SH SOLE 0 1020779 0 0 CYBERONICS INC COM 23251P102 40282 775250 SH SOLE 0 775250 0 0 CYTEC INDS INC COM 232820100 374 5100 SH SOLE 0 5100 0 0 D R HORTON INC COM 23331A109 11282 530190 SH SOLE 0 530190 0 0 DANAHER CORP DEL COM 235851102 143505 2267063 SH SOLE 0 2267063 0 0 DAVITA HEALTHCARE PARTNERS INC COM 23918K108 720 5960 SH SOLE 0 5960 0 0 DEERE & CO COM 244199105 262 3220 SH SOLE 0 3220 0 0 DENBURY RES INC COM NEW 247916208 1043 60230 SH SOLE 0 60230 0 0 DENTSPLY INTL INC NEW COM 249030107 49030 1197025 SH SOLE 0 1197025 0 0 DEVON ENERGY CORP NEW COM 25179M103 11333 218439 SH SOLE 0 218439 0 0 DEXCOM INC COM 252131107 32636 1453700 SH SOLE 0 1453700 0 0 DIAMOND OFFSHORE DRILLING INC COM 25271C102 857 12460 SH SOLE 0 12460 0 0 DIRECTV GROUP INC COM 25490A309 13218 214441 SH SOLE 0 214441 0 0 DIREXION SHS ETF TR DRX S&P500BEAR 25459W151 116 10600 SH SOLE 0 10600 0 0 DISCOVERY COMMUNICATIONS INC COM SER A 25470F104 406 5255 SH SOLE 0 5255 0 0 DISH NETWORK CORP CL A 25470M109 864 20331 SH SOLE 0 20331 0 0 DISNEY WALT CO COM DISNEY 254687106 32435 513611 SH SOLE 0 513611 0 0 DOLLAR TREE INC COM 256746108 9187 180711 SH SOLE 0 180711 0 0 DOMINION RES INC VA NEW COM 25746U109 1665 29310 SH SOLE 0 29310 0 0 DONALDSON INC COM 257651109 542 15207 SH SOLE 0 15207 0 0 DOW CHEM CO COM 260543103 994 30911 SH SOLE 0 30911 0 0 DREW INDS INC COM NEW 26168L205 4349 110600 SH SOLE 0 110600 0 0 DRIL-QUIP INC COM 262037104 12483 138250 SH SOLE 0 138250 0 0 DSW INC CL A 23334L102 25854 351904 SH SOLE 0 351904 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 66608 1268723 SH SOLE 0 1268723 0 0 DUKE ENERGY CORP NEW COM 26441C204 2845 42155 SH SOLE 0 42155 0 0 DXP ENTERPRISES INC NEW COM NEW 233377407 3530 53000 SH SOLE 0 53000 0 0 E M C CORP MASS COM 268648102 102596 4343594 SH SOLE 0 4343594 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 9487 749380 SH SOLE 0 749380 0 0 EASTMAN CHEM CO COM 277432100 1620 23140 SH SOLE 0 23140 0 0 EATON CORP COM G29183103 4312 65522 SH SOLE 0 65522 0 0 EBAY INC COM 278642103 2081 40244 SH SOLE 0 40244 0 0 EMERSON ELEC CO COM 291011104 82533 1513256 SH SOLE 0 1513256 0 0 ENBRIDGE ENERGY PARTNERS LP COM 29250R106 427 14000 SH SOLE 0 14000 0 0 ENBRIDGE INC COM 29250N105 739 17560 SH SOLE 0 17560 0 0 ENDOLOGIX INC COM 29266S106 28164 2120771 SH SOLE 0 2120771 0 0 ENDURANCE SPECIALITY HLDGS SHS G30397106 25994 505220 SH SOLE 0 505220 0 0 ENTERGY CORP NEW COM 29364G103 1226 17600 SH SOLE 0 17600 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 6666 107258 SH SOLE 0 107258 0 0 EOG RES INC COM 26875P101 87314 663079 SH SOLE 0 663079 0 0 EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 753 15415 SH SOLE 0 15415 0 0 EQUINIX INC COM NEW 29444U502 1884 10200 SH SOLE 0 10200 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 1486 25600 SH SOLE 0 25600 0 0 EQT CORP COM 26884L109 11156 140555 SH SOLE 0 140555 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 24310 844090 SH SOLE 0 844090 0 0 EURONET WORLDWIDE INC COM 298736109 19625 615980 SH SOLE 0 615980 0 0 EXACT SCIENCES CORP COM 30063P105 28204 2027640 SH SOLE 0 2027640 0 0 EXPRESS INC COM 30219E103 12270 585122 SH SOLE 0 585122 0 0 EXPRESS SCRIPTS INC COM 302182100 47463 768751 SH SOLE 0 768751 0 0 EXTERRAN PARTNERS LP COM UNITS 30225X103 937 33320 SH SOLE 0 33320 0 0 EXXON MOBIL CORP COM 30231G102 193341 2139914 SH SOLE 0 2139914 0 0 F5 NETWORKS INC COM 315616102 1421 20660 SH SOLE 0 20660 0 0 FAIR ISAAC CORP COM 303250104 651 14200 SH SOLE 0 14200 0 0 FALCONSTOR SOFTWARE INC COM 306137100 230 167778 SH SOLE 0 167778 0 0 FASTENAL CO COM 311900104 989 21600 SH SOLE 0 21600 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 426 4110 SH SOLE 0 4110 0 0 FEDEX CORP COM 31428X106 2520 25559 SH SOLE 0 25559 0 0 FIBRIA CELULOSE S A SP ADR REP COM 31573A109 631 56880 SH SOLE 0 56880 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 386 16210 SH SOLE 0 16210 0 0 FIFTH & PAC COS INC COM 316645100 55431 2481250 SH SOLE 0 2481250 0 0 FINISH LINE INC CL A 371923100 359 16400 SH SOLE 0 16400 0 0 FIRST CASH FINL SVCS INC COM 31942D107 29248 594356 SH SOLE 0 594356 0 0 FIRST FINL BANKSHARES COM 32020R109 7318 131470 SH SOLE 0 131470 0 0 FIRST HORIZON NATL CORP COM 320517105 39957 3567592 SH SOLE 0 3567592 0 0 FIRSTENERGY CORP COM 337932107 1075 28783 SH SOLE 0 28783 0 0 FIRSTMERIT CORP COM 337915102 597 29800 SH SOLE 0 29800 0 0 FISERV INC COM 337738108 997 11405 SH SOLE 0 11405 0 0 FLIR SYS INC COM 302445101 855 31700 SH SOLE 0 31700 0 0 FLOTEK INDS INC DEL COM 343389102 774 43140 SH SOLE 0 43140 0 0 FLOWSERVE CORP COM 34354P105 924 17100 SH SOLE 0 17100 0 0 FMC CORP COM NEW 302491303 132581 2171316 SH SOLE 0 2171316 0 0 FMC TECHNOLOGIES INC COM 30249U101 925 16618 SH SOLE 0 16618 0 0 FOOT LOCKER INC COM 344849104 393 11200 SH SOLE 0 11200 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 171 11017 SH SOLE 0 11017 0 0 FORTINET INC COM 34959E109 486 27780 SH SOLE 0 27780 0 0 FOSTER WHEELER AG COM SHS H27178104 9997 460489 SH SOLE 0 460489 0 0 FRANCESCAS HLDGS CORP COM 351793104 26809 964710 SH SOLE 0 964710 0 0 FRANKLIN ELEC INC COM 353514102 68960 2049345 SH SOLE 0 2049345 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 3710 134379 SH SOLE 0 134379 0 0 GAP INC DEL COM 364760108 282 6759 SH SOLE 0 6759 0 0 GARTNER INC COM 366651107 618 10840 SH SOLE 0 10840 0 0 GENERAL DYNAMICS CORP COM 369550108 7115 90830 SH SOLE 0 90830 0 0 GENERAL ELECTRIC CO COM 369604103 59398 2561348 SH SOLE 0 2561348 0 0 GENERAL MLS INC COM 370334104 3483 71778 SH SOLE 0 71778 0 0 GENESCO INC COM 371532102 12646 188770 SH SOLE 0 188770 0 0 GENTEX CORP COM 371901109 17357 752999 SH SOLE 0 752999 0 0 GENWORTH FINL INC COM CL A 37247D106 9712 851170 SH SOLE 0 851170 0 0 GEOSPACE TECHNOLOGIES CORP COM 37364X109 7791 112780 SH SOLE 0 112780 0 0 GLACIER BANCORP INC NEW COM 37637Q105 34183 1540452 SH SOLE 0 1540452 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2031 40650 SH SOLE 0 40650 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 5991 391600 SH SOLE 0 391600 0 0 GOOGLE INC CL A 38259P508 117911 133934 SH SOLE 0 133934 0 0 GRACO INC COM 384109104 638 10100 SH SOLE 0 10100 0 0 GRAINGER W W INC COM 384802104 1434 5685 SH SOLE 0 5685 0 0 GREEN MTN COFFEE ROASTERS INC COM 393122106 689 9160 SH SOLE 0 9160 0 0 GREENHILL & CO INC COM 395259104 23271 508760 SH SOLE 0 508760 0 0 GRIEF INC CL A 397624107 27428 520758 SH SOLE 0 520758 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 25046 389335 SH SOLE 0 389335 0 0 GUESS INC COM 401617105 32903 1060355 SH SOLE 0 1060355 0 0 GULFPORT ENERGY CORP COM NEW 402635304 47775 1014555 SH SOLE 0 1014555 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 1077 51125 SH SOLE 0 51125 0 0 HALCON RES CORP COM NEW 40537Q209 19262 3397200 SH SOLE 0 3397200 0 0 HALLIBURTON CO COM 406216101 13826 331411 SH SOLE 0 331411 0 0 HANCOCK HLDG CO COM 410120109 53495 1779004 SH SOLE 0 1779004 0 0 HANESBRANDS INC COM 410345102 8298 161382 SH SOLE 0 161382 0 0 HANOVER INS GROUP INC COM 410867105 748 15280 SH SOLE 0 15280 0 0 HARLEY DAVIDSON INC COM 412822108 619 11290 SH SOLE 0 11290 0 0 HARRIS CORP DEL COM 413875105 5870 119179 SH SOLE 0 119179 0 0 HCC INS HLDGS INC COM 404132102 4895 113557 SH SOLE 0 113557 0 0 HEADWATERS INC COM 42210P102 11486 1299345 SH SOLE 0 1299345 0 0 HEALTH MGMT ASSOC INC NEW CL A 421933102 31572 2008415 SH SOLE 0 2008415 0 0 HEALTH NET INC COM 42222G108 225 7060 SH SOLE 0 7060 0 0 HEALTHSOUTH CORP COM NEW 421924309 1639 56900 SH SOLE 0 56900 0 0 HERBALIFE LTD COM USD SHS G4412G101 530 11740 SH SOLE 0 11740 0 0 HERSHEY CO COM 427866108 999 11195 SH SOLE 0 11195 0 0 HESS CORP COM 42809H107 17071 256752 SH SOLE 0 256752 0 0 HEXCEL CORP NEW COM 428291108 55769 1637847 SH SOLE 0 1637847 0 0 HFF INC CL A 40418F108 19535 1099300 SH SOLE 0 1099300 0 0 HILL ROM HLDGS INC COM 431475102 530 15730 SH SOLE 0 15730 0 0 HILLSHIRE BRANDS CO COM 432589109 1405 42480 SH SOLE 0 42480 0 0 HILLTOP HOLDINGS INC COM 432748101 1500 91468 SH SOLE 0 91468 0 0 HOME BANCSHARES INC COM 436893200 39168 1508210 SH SOLE 0 1508210 0 0 HOME DEPOT INC COM 437076102 104203 1345071 SH SOLE 0 1345071 0 0 HONEYWELL INTL INC COM 438516106 88042 1109674 SH SOLE 0 1109674 0 0 HORMEL FOODS CORP COM 440452100 212 5500 SH SOLE 0 5500 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 872 16290 SH SOLE 0 16290 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 13067 251780 SH SOLE 0 251780 0 0 HSN INC COM 404303109 1092 20330 SH SOLE 0 20330 0 0 HUB GROUP INC CL A 443320106 226 6200 SH SOLE 0 6200 0 0 HUGOTON RTY TR TEX UNIT BEN INT 444717102 394 45701 SH SOLE 0 45701 0 0 HUNT J B TRANS SVCS INC COM 445658107 890 12322 SH SOLE 0 12322 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 565 11865 SH SOLE 0 11865 0 0 ICONIX BRAND GROUP INC COM 451055107 424 14400 SH SOLE 0 14400 0 0 IDEXX LABS INC COM 45168D104 425 4742 SH SOLE 0 4742 0 0 ILLINOIS TOOL WKS INC COM 452308109 5882 85039 SH SOLE 0 85039 0 0 IMMUNOCELLULAR THERAPEUTICS COM 452536105 19 10000 SH SOLE 0 10000 0 0 INFINERA CORPORATION COM 45667G103 25496 2389510 SH SOLE 0 2389510 0 0 INGRAM MICRO INC COM 457153104 710 37400 SH SOLE 0 37400 0 0 INGREDION INC COM 457187102 584 8900 SH SOLE 0 8900 0 0 INTEGRYS ENERGY GROUP INC COM 45822P105 562 9600 SH SOLE 0 9600 0 0 INTEL CORP COM 458140100 5780 238562 SH SOLE 0 238562 0 0 INTERACTIVE INTELLIGENCE GROUP COM 45841V109 40110 777333 SH SOLE 0 777333 0 0 INTL PAPER CO COM 460146103 1642 37050 SH SOLE 0 37050 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 145045 758960 SH SOLE 0 758960 0 0 INTERNATIONAL FLAVORS & FRAGRANCE COM 459506101 9374 124723 SH SOLE 0 124723 0 0 INTERNATIONAL GAME TECHNOLOGIES COM 459902102 179 10730 SH SOLE 0 10730 0 0 ISHARES INC MSCI ISRAEL FD 464286632 2244 52222 SH SOLE 0 52222 0 0 ISHARES INC MSCI SWITZ CAPP 464286749 2690 93889 SH SOLE 0 93889 0 0 ISHARES INC MSCI NETHR INVES 464286814 1073 51564 SH SOLE 0 51564 0 0 ISHARES INC MSCI AUST CAPPED 464286202 2524 155417 SH SOLE 0 155417 0 0 ISHARES INC MSCI SINGAPORE 464286673 2580 201698 SH SOLE 0 201698 0 0 ISHARES INC MSCI TAIWAN 464286731 3302 248265 SH SOLE 0 248265 0 0 ISHARES INC MSCI STH KOR CAP 464286772 3196 60067 SH SOLE 0 60067 0 0 ISHARES INC MSCI BRAZIL CAPP 464286400 4365 99524 SH SOLE 0 99524 0 0 ISHARES INC MSCI CDA INDEX 464286509 5084 194400 SH SOLE 0 194400 0 0 ISHARES INC MSCI SWEDEN 464286756 2986 100158 SH SOLE 0 100158 0 0 ISHARES INC MSCI GERMAN 464286806 2095 84823 SH SOLE 0 84823 0 0 ISHARES TR FTSE CHINA25 IDX 464287184 1558 47897 SH SOLE 0 47897 0 0 ISHARES INC MSCI HONG KONG 464286871 4141 225998 SH SOLE 0 225998 0 0 ISHARES INC MSCI JAPAN 464286848 11839 1055136 SH SOLE 0 1055136 0 0 ISHARES TR BARCLYS SH TREA 464288679 650 5900 SH SOLE 0 5900 0 0 ISHARES TR CORE TOTUSBD ETF 464287226 651 6072 SH SOLE 0 6072 0 0 ISHARES TR DJ SEL DIV INX 464287168 630 9850 SH SOLE 0 9850 0 0 ISHARES TR MSCI EMERG MKT 464287234 695 18058 SH SOLE 0 18058 0 0 ISHARES TR MSCI EAFE INDEX 464287465 721 12583 SH SOLE 0 12583 0 0 ISHARES TR MSCI NEW ZEAL CP 464289123 1431 42659 SH SOLE 0 42659 0 0 ISHARES TR HIGH YLD CORP 464288513 3212 35342 SH SOLE 0 35342 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1183 13100 SH SOLE 0 13100 0 0 ISHARES TR S&P SMLCP VALUE 464287879 280 3000 SH SOLE 0 3000 0 0 ISHARES TR S&P SMLCP GROWTH 464287887 502 5180 SH SOLE 0 5180 0 0 ISHARES TR S&P 100 IDX FD 464287101 300 4175 SH SOLE 0 4175 0 0 ISHARES TR US PFD STK IDX 464288687 233 5925 SH SOLE 0 5925 0 0 ISHARES TR BARCLYS 1-3 YR 464287457 6774 80370 SH SOLE 0 80370 0 0 ISHARES INC MSCI MEX INVEST 464286822 8987 137730 SH SOLE 0 137730 0 0 ITT CORP NEW COM NEW 450911201 288 9800 SH SOLE 0 9800 0 0 IXIA COM 45071R109 37821 2055475 SH SOLE 0 2055475 0 0 J2 GLOBAL INC COM 48123V102 734 17260 SH SOLE 0 17260 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 2167 39315 SH SOLE 0 39315 0 0 JANUS CAP GROUP INC COM 47102X105 157 18430 SH SOLE 0 18430 0 0 JARDEN CORP COM 471109108 81510 1863094 SH SOLE 0 1863094 0 0 JOHNSON & JOHNSON COM 478160104 88978 1036310 SH SOLE 0 1036310 0 0 JOHNSON CTLS INC COM 478366107 408 11400 SH SOLE 0 11400 0 0 JONES LANG LASALLE INC COM 48020Q107 670 7350 SH SOLE 0 7350 0 0 JP MORGAN CHASE & CO COM 46625H100 69035 1307736 SH SOLE 0 1307736 0 0 JP MORGAN CHASE & CO ALERIAN ML ETN 46625H365 246 5275 SH SOLE 0 5275 0 0 KAISER ALUMINUM COM PAR $0.01 483007704 893 14425 SH SOLE 0 14425 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 18940 178748 SH SOLE 0 178748 0 0 KBR INC COM 48242W106 1284 39500 SH SOLE 0 39500 0 0 KIMBERLY CLARK CORP COM 494368103 111079 1143496 SH SOLE 0 1143496 0 0 KIMCO REALTY CORP COM 49446R109 867 40480 SH SOLE 0 40480 0 0 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 5230 61236 SH SOLE 0 61236 0 0 KINDER MORGAN INC DEL COM 49456B101 1510 39580 SH SOLE 0 39580 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 994 11892 SH SOLE 0 11892 0 0 KIRBY CORP COM 497266106 154841 1946701 SH SOLE 0 1946701 0 0 KLA-TENCOR CORP COM 482480100 864 15500 SH SOLE 0 15500 0 0 KODIAK OIL & GAS CORP COM 50015Q100 20255 2278430 SH SOLE 0 2278430 0 0 KOHLS CORP COM 500255104 20052 396989 SH SOLE 0 396989 0 0 KRAFT FOODS INC CL A 50076Q106 8974 160615 SH SOLE 0 160615 0 0 KROGER CO COM 501044101 1733 50175 SH SOLE 0 50175 0 0 LAUDER ESTEE COS INC CL A 518439104 1948 29619 SH SOLE 0 29619 0 0 LAWSON PRODS INC COM 520776105 873 68000 SH SOLE 0 68000 0 0 LAZARD LTD SHS A G54050102 243 7570 SH SOLE 0 7570 0 0 LEAR CORP COM NEW 521865204 354 5850 SH SOLE 0 5850 0 0 LIBERTY MEDIA CORPORATION CL A 531229102 23212 183119 SH SOLE 0 183119 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 330 14350 SH SOLE 0 14350 0 0 LILLY ELI & CO COM 532457108 16319 332225 SH SOLE 0 332225 0 0 LINCOLN ELEC HLDGS INC COM 533900106 372 6500 SH SOLE 0 6500 0 0 LINCOLN NATL CORP IND COM 534187109 1315 36050 SH SOLE 0 36050 0 0 LINDSAY MFG CO COM 535555106 4686 62500 SH SOLE 0 62500 0 0 LINN ENERGY LLC UNIT LTD LIAB 536020100 348 10500 SH SOLE 0 10500 0 0 LKQ CORP COM 501889208 25438 987895 SH SOLE 0 987895 0 0 LOEWS CORP COM 540424108 665 14978 SH SOLE 0 14978 0 0 LOGMEIN INC COM 54142L109 24490 1001246 SH SOLE 0 1001246 0 0 LORAL SPACE & COMMUNICATIONS INC COM 543881106 15970 266260 SH SOLE 0 266260 0 0 LOWES COS INC COM 548661107 5285 129211 SH SOLE 0 129211 0 0 LPL FINL HLDGS INC COM 50212V100 563 14900 SH SOLE 0 14900 0 0 LUBYS INC COM 549282101 2620 310000 SH SOLE 0 310000 0 0 LUCAS ENERGY INC COM NEW 549333201 587 455000 SH SOLE 0 455000 0 0 M&T BK CORP COM 55261F104 302 2700 SH SOLE 0 2700 0 0 MACK CALI RLTY CORP COM 554489104 230 9400 SH SOLE 0 9400 0 0 MACYS INC COM 55616P104 1850 38551 SH SOLE 0 38551 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2235 41000 SH SOLE 0 41000 0 0 MAGIC SOFTWARE ENTERPRISES L ORD 559166103 561 104000 SH SOLE 0 104000 0 0 MAIN STREET CAPITAL CORP COM 56035L104 775 28000 SH SOLE 0 28000 0 0 MANITOWOC INC COM 563571108 20477 1143325 SH SOLE 0 1143325 0 0 MARATHON OIL CORP COM 565849106 649 18765 SH SOLE 0 18765 0 0 MARATHON PETE CORP COM 56585A102 506 7125 SH SOLE 0 7125 0 0 MARKETAXESS HLDGS INC COM 57060D108 12095 258710 SH SOLE 0 258710 0 0 MARKWEST ENERGY PARTNERS LP UNIT LTD PARTN 570759100 679 10150 SH SOLE 0 10150 0 0 MARTIN MARIETTA MATLS INC COM 573284106 63937 649635 SH SOLE 0 649635 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 280 23900 SH SOLE 0 23900 0 0 MASCO CORP COM 574599106 7453 382385 SH SOLE 0 382385 0 0 MASTERCARD INC CL A 57636Q104 971 1690 SH SOLE 0 1690 0 0 MATTEL INC COM 577081102 614 13550 SH SOLE 0 13550 0 0 MCCORMICK & CO INC COM VTG 579780206 1048 14890 SH SOLE 0 14890 0 0 MCDERMOTT INTL INC COM 580037109 135 16500 SH SOLE 0 16500 0 0 MCDONALDS CORP COM 580135101 8268 83519 SH SOLE 0 83519 0 0 MCKESSON CORP COM 58155Q103 1607 14039 SH SOLE 0 14039 0 0 MDU RES GROUP INC COM 552690109 13572 523826 SH SOLE 0 523826 0 0 MEADWESTVACO CORP COM 583334107 1598 46850 SH SOLE 0 46850 0 0 MEDNAX INC COM 58502B106 220 2400 SH SOLE 0 2400 0 0 MEDTRONIC INC COM 585055106 1991 38686 SH SOLE 0 38686 0 0 MENTOR GRAPHICS CORP COM 587200106 11405 583400 SH SOLE 0 583400 0 0 MERCK & CO INC COM 589331107 47697 1026852 SH SOLE 0 1026852 0 0 MERU NETWORKS INC COM 59047Q103 1029 255214 SH SOLE 0 255214 0 0 METLIFE INC COM 59156R108 39731 868255 SH SOLE 0 868255 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 444 11916 SH SOLE 0 11916 0 0 MICROSEMI CORP COM 595137100 1726 75850 SH SOLE 0 75850 0 0 MICROSOFT CORP COM 594918104 63795 1846726 SH SOLE 0 1846726 0 0 MIDDLEBY CORP COM 596278101 62098 365090 SH SOLE 0 365090 0 0 MISTRAS GROUP INC COM 60649T107 1414 80425 SH SOLE 0 80425 0 0 MOBILE MINI INC COM 60740F105 3066 92500 SH SOLE 0 92500 0 0 MOHAWK INDS INC COM 608190104 954 8480 SH SOLE 0 8480 0 0 MONDELEZ INTL INC CL A 609207105 23710 831056 SH SOLE 0 831056 0 0 MONRO MUFFLER BRAKE INC COM 610236101 24897 518142 SH SOLE 0 518142 0 0 MONSANTO CO NEW COM 61166W101 105294 1065725 SH SOLE 0 1065725 0 0 MONSTER BEVERAGE CORP COM 611740101 670 11020 SH SOLE 0 11020 0 0 MRC GLOBAL INC COM 55345K103 10884 394055 SH SOLE 0 394055 0 0 MWI VETERINARY SUPPLY INC COM 55402X105 45998 373240 SH SOLE 0 373240 0 0 NABORS INDUSTRIES LTD SHS G6359F103 1066 69600 SH SOLE 0 69600 0 0 NATIONAL FUEL GAS CO NJ COM 636180101 8948 154410 SH SOLE 0 154410 0 0 NATIONAL INSTRS CORP COM 636518102 74257 2657744 SH SOLE 0 2657744 0 0 NATIONAL OILWELL VARCO INC COM 637071101 6731 97690 SH SOLE 0 97690 0 0 NCR CORP NEW COM 62886E108 618 18720 SH SOLE 0 18720 0 0 NEOGEN CORP COM 640491106 27065 487135 SH SOLE 0 487135 0 0 NETAPP INC COM 64110D104 52647 1393517 SH SOLE 0 1393517 0 0 NEW GOLD INC CDA COM 644535106 72 11250 SH SOLE 0 11250 0 0 NEWELL RUBBERMAID INC COM 651229106 571 21750 SH SOLE 0 21750 0 0 NEWS CORP CL A 65248E104 14468 444063 SH SOLE 0 444063 0 0 NEXTERA ENERGY INC COM 65339F101 839 10300 SH SOLE 0 10300 0 0 NGP CAP RES CO COM 62912R107 802 130854 SH SOLE 0 130854 0 0 NICE SYS LTD SPONSORED ADR 653656108 26537 719345 SH SOLE 0 719345 0 0 NIKE INC CL B 654106103 1277 20060 SH SOLE 0 20060 0 0 NOBLE CORPORATION SHS H5833N103 18766 499361 SH SOLE 0 499361 0 0 NOBLE ENERGY INC COM 655044105 41729 695016 SH SOLE 0 695016 0 0 NORTHERN TR CORP COM 665859104 12407 214292 SH SOLE 0 214292 0 0 NORTHROP GRUMMAN CORP COM 666807102 224 2700 SH SOLE 0 2700 0 0 NOVARTIS A G SPONSORED ADR 66987V109 565 7989 SH SOLE 0 7989 0 0 NOVO-NORDISK A G ADR 670100205 209 1350 SH SOLE 0 1350 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 65203 3543629 SH SOLE 0 3543629 0 0 NUVEEN MUN OPPORTUNITY FD IN COM 670984103 158 11273 SH SOLE 0 11273 0 0 NUVEEN QUALITY PFD INCOME FD COM 67071S101 223 26927 SH SOLE 0 26927 0 0 NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 197 20000 SH SOLE 0 20000 0 0 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 419 31234 SH SOLE 0 31234 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 14411 127960 SH SOLE 0 127960 0 0 OASIS PETE INC NEW COM 674215108 40793 1049460 SH SOLE 0 1049460 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 7056 79075 SH SOLE 0 79075 0 0 OCEANEERING INTL INC COM 675232102 1297 17960 SH SOLE 0 17960 0 0 OLIN CORP COM PAR $1 680665205 835 34900 SH SOLE 0 34900 0 0 OMNIAMERICAN BANCORP INC COM 68216R107 3555 161350 SH SOLE 0 161350 0 0 OMNICARE INC COM 681904108 262 5500 SH SOLE 0 5500 0 0 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 263 5305 SH SOLE 0 5305 0 0 OPEN TEXT CORP COM 683715106 637 9300 SH SOLE 0 9300 0 0 ORACLE CORP COM 68389X105 30529 994113 SH SOLE 0 994113 0 0 OSHKOSH CORP COM 688239201 453 11940 SH SOLE 0 11940 0 0 OWENS CORNING NEW COM 690742101 1074 27475 SH SOLE 0 27475 0 0 OXFORD INDS INC COM 691497309 25768 412950 SH SOLE 0 412950 0 0 PALL CORP COM 696429307 64409 969577 SH SOLE 0 969577 0 0 PAREXEL INTL CORP COM 699462107 1067 23215 SH SOLE 0 23215 0 0 PARKER HANNIFAN CORP COM 701094104 13958 146309 SH SOLE 0 146309 0 0 PAYCHEX INC COM 704326107 675 18495 SH SOLE 0 18495 0 0 PEGASYSTEMS INC COM 705573103 13700 413643 SH SOLE 0 413643 0 0 PENN NATL GAMING INC COM 707569109 376 7100 SH SOLE 0 7100 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 1691 55360 SH SOLE 0 55360 0 0 PEPSICO INC COM 713448108 97157 1187889 SH SOLE 0 1187889 0 0 PERKINELMER INC COM 714046109 37203 1144719 SH SOLE 0 1144719 0 0 PERMIAN BASIN RTY TR UNIT BEN INT 714236106 286 21500 SH SOLE 0 21500 0 0 PETSMART INC COM 716768106 63054 941249 SH SOLE 0 941249 0 0 PFIZER INC COM 717081103 87017 3106642 SH SOLE 0 3106642 0 0 PHILIP MORRIS INTL INC COM 718172109 2359 27236 SH SOLE 0 27236 0 0 PHILLIPS 66 COM 718546104 843 14312 SH SOLE 0 14312 0 0 PIONEER NAT RES CO COM 723787107 9679 66865 SH SOLE 0 66865 0 0 PLAINS ALL AMERN PIPELINE LP UNIT LTD PARTN 726503105 1079 19332 SH SOLE 0 19332 0 0 PLUM CREEK TIMBER CO INC COM 729251108 4127 88420 SH SOLE 0 88420 0 0 PNM RES INC COM 69349H107 233 10500 SH SOLE 0 10500 0 0 POLARIS INDS INC COM 731068102 18386 193540 SH SOLE 0 193540 0 0 POLYONE CORP COM 73179P106 24012 969020 SH SOLE 0 969020 0 0 POOL CORPORATION COM 73278L105 23135 441430 SH SOLE 0 441430 0 0 POTLATCH CORP NEW COM 737630103 269 6650 SH SOLE 0 6650 0 0 PPG INDS INC COM 693506107 391 2670 SH SOLE 0 2670 0 0 PRAXAIR INC COM 74005P104 11145 96775 SH SOLE 0 96775 0 0 PRECISION CASTPARTS CORP COM 740189105 306 1355 SH SOLE 0 1355 0 0 PRICE T ROWE GROUP INC COM 74144T108 1031 14090 SH SOLE 0 14090 0 0 PRICELINE COM INC COM NEW 741503403 331 400 SH SOLE 0 400 0 0 PROASSURANCE CORP COM 74267C106 9241 177170 SH SOLE 0 177170 0 0 PROCTER & GAMBLE CO COM 742718109 108032 1403192 SH SOLE 0 1403192 0 0 PROS HOLDINGS INC COM 74346Y103 8736 291700 SH SOLE 0 291700 0 0 PROSPERITY BANCSHARES INC COM 743606105 50085 967070 SH SOLE 0 967070 0 0 PRUDENTIAL FINL INC COM 744320102 57988 794024 SH SOLE 0 794024 0 0 PVH CORP COM 693656100 815 6520 SH SOLE 0 6520 0 0 QUALCOMM INC COM 747525103 22066 361202 SH SOLE 0 361202 0 0 QUALITY DISTR INC FLA COM 74756M102 437 49400 SH SOLE 0 49400 0 0 QUANTA SVCS INC COM 74762E102 259 9800 SH SOLE 0 9800 0 0 RACKSPACE HOSTING INC COM 750086100 690 18206 SH SOLE 0 18206 0 0 RAMBUS INC DEL COM 750917106 5564 647780 SH SOLE 0 647780 0 0 RALPH LAUREN CORP CL A 751212101 313 1800 SH SOLE 0 1800 0 0 RANGE RES CORP COM 75281A109 100588 1300936 SH SOLE 0 1300936 0 0 RAVEN INDS INC COM 754212108 41663 1389677 SH SOLE 0 1389677 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 1848 42997 SH SOLE 0 42997 0 0 RAYONIER INC COM 754907103 255 4600 SH SOLE 0 4600 0 0 RAYTHEON CO COM NEW 755111507 1187 17950 SH SOLE 0 17950 0 0 REALGY HLDGS CORP COM 75605Y106 13047 271580 SH SOLE 0 271580 0 0 RED HAT INC COM 756577102 528 11035 SH SOLE 0 11035 0 0 REINSURANCE GROUP AMER INC COM 759351604 435 6300 SH SOLE 0 6300 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 13726 209370 SH SOLE 0 209370 0 0 RENASANT CORP COM 75970E107 4531 186150 SH SOLE 0 186150 0 0 REPUBLIC SVCS INC COM 760759100 13785 406165 SH SOLE 0 406165 0 0 REX ENERGY CORPORATION COM 761565100 1011 57520 SH SOLE 0 57520 0 0 RIVERBED TECHNOLOGY INC COM 768573107 437 28069 SH SOLE 0 28069 0 0 RLJ ENTMT INC COM 74965F104 2736 570000 SH SOLE 0 570000 0 0 ROCK-TENN CO CL A 772739207 410 4100 SH SOLE 0 4100 0 0 ROCKWELL AUTOMATION INC COM 773903109 4027 48431 SH SOLE 0 48431 0 0 ROCKWELL COLLINS INC COM 774341101 58238 918438 SH SOLE 0 918438 0 0 ROCKWOOD HLDGS INC COM 774415103 679 10600 SH SOLE 0 10600 0 0 ROPER INDS INC NEW COM 776696106 91477 736412 SH SOLE 0 736412 0 0 ROSETTA RESOURCES INC COM 777779307 711 16710 SH SOLE 0 16710 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2153 33748 SH SOLE 0 33748 0 0 ROYAL DUTCH SHELL PLC SPONS ADR B 780259107 219 3300 SH SOLE 0 3300 0 0 RTI INTL METALS INC COM 74973W107 424 15300 SH SOLE 0 15300 0 0 RYDEX ETF TRUST S&P 500 EQ TRD 78355W106 610 9955 SH SOLE 0 9955 0 0 SABINE ROYALTY TR UNIT BEN INT 785688102 541 10479 SH SOLE 0 10479 0 0 SAIC INC COM 78390X101 219 15690 SH SOLE 0 15690 0 0 SBA COMMUNICATIONS CORP COM 78388J106 1631 22000 SH SOLE 0 22000 0 0 SCHEIN HENRY INC COM 806407102 1572 16415 SH SOLE 0 16415 0 0 SCHLUMBERGER LTD COM 806857108 53948 752827 SH SOLE 0 752827 0 0 SCHWAB CHARLES CORP NEW COM 808513105 561 26427 SH SOLE 0 26427 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 259 3303 SH SOLE 0 3303 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 235 6258 SH SOLE 0 6258 0 0 SELECT COMFORT CORP COM 81616X103 25348 1011695 SH SOLE 0 1011695 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 450 10554 SH SOLE 0 10554 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 429 14035 SH SOLE 0 14035 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 285 5979 SH SOLE 0 5979 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 438 7763 SH SOLE 0 7763 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 219 5520 SH SOLE 0 5520 0 0 SEMPRA ENERGY COM 816851109 258 3160 SH SOLE 0 3160 0 0 SEMTECH CORP COM 816850101 872 24900 SH SOLE 0 24900 0 0 SHERWIN WILLIAMS CO COM 824348106 5998 33965 SH SOLE 0 33965 0 0 SIGMA ALDRICH CORP COM 826552101 495 6150 SH SOLE 0 6150 0 0 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 5217 199945 SH SOLE 0 199945 0 0 SIMON PPTY GROUP INC NEW COM 828806109 405 2563 SH SOLE 0 2563 0 0 SIRIUS XM RADIO INC COM 82967N108 3809 1136870 SH SOLE 0 1136870 0 0 SKECHERS U S A INC CL A 830566105 5949 247760 SH SOLE 0 247760 0 0 SL GREEN RLTY CORP COM 78440X101 249 2820 SH SOLE 0 2820 0 0 SM ENERGY CO COM 78454L100 23203 386845 SH SOLE 0 386845 0 0 SNAP ON INC COM 833034101 310 3465 SH SOLE 0 3465 0 0 SOLTA MED INC COM 83438E103 1245 546100 SH SOLE 0 546100 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 28045 1326625 SH SOLE 0 1326625 0 0 SONOCO PRODS CO COM 835495102 636 18396 SH SOLE 0 18396 0 0 SONUS NETWORKS INC COM 835916107 199 66200 SH SOLE 0 66200 0 0 SOUTH JERSEY INDS INC COM 838518108 273 4760 SH SOLE 0 4760 0 0 SOUTHSIDE BANCSHARES INC COM 84470P109 6984 292468 SH SOLE 0 292468 0 0 SOUTHWEST AIRLS CO COM 844741108 195 15163 SH SOLE 0 15163 0 0 SOUTHWESTERN ENERGY CO COM 845467109 1485 40642 SH SOLE 0 40642 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1057 8876 SH SOLE 0 8876 0 0 SPDR SERIES TRUST DJ REIT ETF 78464A607 216 2850 SH SOLE 0 2850 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1821 11350 SH SOLE 0 11350 0 0 SPECTRA ENERGY CORP COM 847560109 1300 37722 SH SOLE 0 37722 0 0 SPECTRANETICS CORP COM 84760C107 16133 863676 SH SOLE 0 863676 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 408 18990 SH SOLE 0 18990 0 0 STAPLES INC COM 855030102 7479 471295 SH SOLE 0 471295 0 0 STARBUCKS CORP COM 855244109 961 14679 SH SOLE 0 14679 0 0 STATE STR CORP COM 857477103 293 4500 SH SOLE 0 4500 0 0 STILLWATER MNG CO COM 86074Q102 731 68100 SH SOLE 0 68100 0 0 STRYKER CORP COM 863667101 362 5600 SH SOLE 0 5600 0 0 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 762 16411 SH SOLE 0 16411 0 0 SUNOCO LOGISTICS PRTNRS LP COM UNITS 86764L108 796 12450 SH SOLE 0 12450 0 0 SUNTRUST BKS INC COM 867914103 47688 1510537 SH SOLE 0 1510537 0 0 SUPER MICRO COMPUTER INC COM 86800U104 1394 131000 SH SOLE 0 131000 0 0 SUPPORT COM INC COM 868587106 107 23500 SH SOLE 0 23500 0 0 SYMANTEC CORP COM 871503108 943 41950 SH SOLE 0 41950 0 0 SYNOPSYS INC COM 871607107 568 15900 SH SOLE 0 15900 0 0 SYSCO CORP COM 871829107 1366 39990 SH SOLE 0 39990 0 0 TJX COS INC NEW COM 872540109 1021 20400 SH SOLE 0 20400 0 0 TARGA RES CORP COM 87612G101 455 7070 SH SOLE 0 7070 0 0 TARGET CORP COM 87612E106 1215 17650 SH SOLE 0 17650 0 0 TE CONNECTIVITY LTD REG SHS H84989104 238 5217 SH SOLE 0 5217 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 57967 1411410 SH SOLE 0 1411410 0 0 TECO ENERGY INC COM 872375100 275 16010 SH SOLE 0 16010 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 22350 288950 SH SOLE 0 288950 0 0 TEMPUR PEDIC INTL INC COM 88023U101 22955 522897 SH SOLE 0 522897 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6899 176002 SH SOLE 0 176002 0 0 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 40333 909229 SH SOLE 0 909229 0 0 TEXAS INDS INC COM 882491103 475 7290 SH SOLE 0 7290 0 0 TEXAS INSTRS INC COM 882508104 1532 43966 SH SOLE 0 43966 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 147534 1743279 SH SOLE 0 1743279 0 0 THERMON GROUP HLDGS INC COM 88362T103 21570 1057375 SH SOLE 0 1057375 0 0 THOR INDS INC COM 885160101 32196 654661 SH SOLE 0 654661 0 0 THORATEC RORP COM NEW 885175307 247 7900 SH SOLE 0 7900 0 0 TIBCO SOFTWARE INC COM 88632Q103 788 36830 SH SOLE 0 36830 0 0 TIFFANY & CO NEW COM 886547108 63514 871963 SH SOLE 0 871963 0 0 TIME WARNER CABLE INC COM 88732J207 785 6981 SH SOLE 0 6981 0 0 TIME WARNER INC COM NEW 887317303 91511 1582694 SH SOLE 0 1582694 0 0 TMS INTL CORP CL A 87261Q103 847 57100 SH SOLE 0 57100 0 0 TORCHMARK CORP COM 891027104 223 3428 SH SOLE 0 3428 0 0 TOWERS WATSON & CO CL A 891894107 422 5150 SH SOLE 0 5150 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 1327 11000 SH SOLE 0 11000 0 0 TRACTOR SUPPLY CO COM 892356106 106523 906210 SH SOLE 0 906210 0 0 TRANSCANADA CORP COM 89353D107 918 21300 SH SOLE 0 21300 0 0 TRANSDIGM GROUP INC COM 893641100 535 3410 SH SOLE 0 3410 0 0 TRIANGLE PETE CORP COM NEW 89600B201 70 10000 SH SOLE 0 10000 0 0 TRIMBLE NAVIGATION LTD COM 896239100 77966 2999860 SH SOLE 0 2999860 0 0 TRINITY INDS INC COM 896522109 357 9300 SH SOLE 0 9300 0 0 TUPPERWARE BRANDS CORP COM 899896104 882 11350 SH SOLE 0 11350 0 0 TW TELECOM INC COM 87311L104 504 17900 SH SOLE 0 17900 0 0 TYLER TECHNOLOGIES INC COM 902252105 12977 189300 SH SOLE 0 189300 0 0 TYSON FOODS INC CL A 902494103 1190 46330 SH SOLE 0 46330 0 0 UMB FINL CORP COM 902788108 448 8050 SH SOLE 0 8050 0 0 UNION PAC CORP COM 907818108 70748 458567 SH SOLE 0 458567 0 0 UNITED NAT FOODS INC COM 911163103 9441 174860 SH SOLE 0 174860 0 0 UNITED PARCEL SERVICE INC CL B 911312106 6451 74590 SH SOLE 0 74590 0 0 UNITED TECHNOLOGIES CORP COM 913017109 7835 84306 SH SOLE 0 84306 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 561 8530 SH SOLE 0 8530 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1751 26745 SH SOLE 0 26745 0 0 UNUM GROUP COM 91529Y106 344 11700 SH SOLE 0 11700 0 0 US BANCORP DEL COM NEW 902973304 106546 2947321 SH SOLE 0 2947321 0 0 V F CORP COM 918204108 75404 390571 SH SOLE 0 390571 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 8853 360015 SH SOLE 0 360015 0 0 VALERO ENERGY CORP NEW COM 91913Y100 929 26705 SH SOLE 0 26705 0 0 VALMONT INDS INC COM 920253101 43181 301775 SH SOLE 0 301775 0 0 VALSPAR CORP COM 920355104 814 12585 SH SOLE 0 12585 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 794 9515 SH SOLE 0 9515 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 493 6090 SH SOLE 0 6090 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 8302 103685 SH SOLE 0 103685 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 422 4500 SH SOLE 0 4500 0 0 VANGUARD INDEX FDS S&P 500 ETF SH 922908413 1098 14975 SH SOLE 0 14975 0 0 VANGUARD NATURAL RESOURCES L COM UNIT 92205F106 1044 37412 SH SOLE 0 37412 0 0 VANGUARD INDEX FDS REIT ETF 922908553 241 3505 SH SOLE 0 3505 0 0 VENTAS INC COM 92276F100 314 4520 SH SOLE 0 4520 0 0 VERIZON COMMUNICATIONS COM 92343V104 36152 718164 SH SOLE 0 718164 0 0 VIACOM INC NEW CL B 92553P201 6609 97144 SH SOLE 0 97144 0 0 VISA INC COM CL A 92826C839 2387 13059 SH SOLE 0 13059 0 0 VMWARE INC CL A COM 928563402 1353 20190 SH SOLE 0 20190 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W209 23371 813032 SH SOLE 0 813032 0 0 VULCAN MATS CO COM 929160109 12140 250785 SH SOLE 0 250785 0 0 WABTEC CORP COM 929740108 667 12490 SH SOLE 0 12490 0 0 WALGREEN CO COM 931422109 49633 1122910 SH SOLE 0 1122910 0 0 WAL MART STORES INC COM 931142103 44740 600618 SH SOLE 0 600618 0 0 WASTE CONNECTIONS INC COM 941053100 32422 788095 SH SOLE 0 788095 0 0 WASTE MGMT INC DEL COM 94106L109 18746 464826 SH SOLE 0 464826 0 0 WATSCO INC COM 942622200 252 3000 SH SOLE 0 3000 0 0 WEATHERFORD INTERNATIONAL LTD REG H27013103 329 24000 SH SOLE 0 24000 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 336 10925 SH SOLE 0 10925 0 0 WELLPOINT INC COM 94973V107 839 10250 SH SOLE 0 10250 0 0 WELLS FARGO & CO NEW COM 949746101 146274 3544321 SH SOLE 0 3544321 0 0 WESCO INTL INC COM 95082P105 48972 720603 SH SOLE 0 720603 0 0 WESTERN UN CO COM 959802109 14354 838951 SH SOLE 0 838951 0 0 WESTPORT INNOVATIONS INC COM NEW 960908309 1319 39330 SH SOLE 0 39330 0 0 WESTWOOD HLDGS GROUP INC COM 961765104 2146 50000 SH SOLE 0 50000 0 0 WEYERHAEUSER CO COM 962166104 2122 74480 SH SOLE 0 74480 0 0 WHIRLPOOL CORP COM 963320106 20445 178775 SH SOLE 0 178775 0 0 WHITING PETE CORP NEW COM 966387102 754 16350 SH SOLE 0 16350 0 0 WHOLE FOODS MKT INC COM 966837106 1809 35140 SH SOLE 0 35140 0 0 WILEY JOHN & SONS INC CL A 968223206 756 18860 SH SOLE 0 18860 0 0 WILLIAMS COS INC DEL COM 969457100 18980 584528 SH SOLE 0 584528 0 0 WILLIAMS PARTNERS LP COM UNIT LP 96950F104 516 10000 SH SOLE 0 10000 0 0 WILLIAMS SONOMA INC COM 969904101 6226 111400 SH SOLE 0 111400 0 0 WINDSTREAM CORP COM 97381W104 249 32343 SH SOLE 0 32343 0 0 WOLVERNIE WORLD WIDE INC COM 978097103 33135 606760 SH SOLE 0 606760 0 0 WOODWARD INC COM 980745103 737 18430 SH SOLE 0 18430 0 0 WYNN RESORTS LTD COM 983134107 537 4200 SH SOLE 0 4200 0 0 YAHOO INC COM 984332106 513 20432 SH SOLE 0 20432 0 0 YUM BRANDS INC COM 988498101 20002 288459 SH SOLE 0 288459 0 0 ZIMMER HLDGS INC COM 98956P102 1561 20829 SH SOLE 0 20829 0 0 ZIONS BANCORPORATION COM 989701107 46702 1614881 SH SOLE 0 1614881 0 0 ZIX CORP COM 989749100 1134 268000 SH SOLE 0 268000 0 0