Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BANK OF THE OZARKS INC	1,633,820	$92.46M	35.7%	$45.19	—	COM	063904106
MUR	MURPHY OIL CORP	879,476	$57.06M	22.1%	$34.50	+17.0%	COM	626717102
MUSA	MURPHY USA INC	219,869	$9.137M	3.5%	$38.02	+8.4%	COM	626755102
XOM	EXXON MOBIL CORP	53,225	$5.386M	2.1%	$54.14	+3.3%	COM	30231G102
—	DELTIC TIMBER CORP	66,451	$4.514M	1.7%	$57.82	—	COM	247850100
—	GENERAL ELECTRIC CO	127,649	$3.576M	1.4%	$23.60	—	COM	369604103
T	AT&T INC	85,875	$3.02M	1.2%	$11.22	-0.4%	COM	00206R102
USB	US BANCORP DEL	73,574	$2.973M	1.1%	$22.56	+12.5%	COM NEW	902973304
WMT	WAL-MART STORES INC	36,821	$2.898M	1.1%	$19.93	+2.1%	COM	931142103
JNJ	JOHNSON & JOHNSON	26,582	$2.434M	0.9%	$61.21	+7.4%	COM	478160104
VZ	VERIZON COMMUNICATIONS INC	44,921	$2.208M	0.9%	$26.86	-0.9%	COM	92343V104
LNC	LINCOLN NATL CORP IND	42,134	$2.174M	0.8%	$27.94	+13.8%	COM	534187109
IBM	INTERNATIONAL BUSINESS MACHS	10,719	$2.011M	0.8%	$115.15	-7.6%	COM	459200101
MRK	MERCK & CO INC NEW	40,033	$2.004M	0.8%	$30.53	+2.5%	COM	58933Y105
BMY	BRISTOL MYERS SQUIBB CO	37,707	$2.003M	0.8%	$29.09	+17.4%	COM	110122108
INTC	INTEL CORP	72,066	$1.871M	0.7%	$17.06	+5.1%	COM	458140100
CVX	CHEVRON CORP NEW	14,932	$1.865M	0.7%	$71.92	+0.8%	COM	166764100
PEP	PEPSICO INC	21,809	$1.81M	0.7%	$56.37	+2.5%	COM	713448108
—	BB&T CORP	48,484	$1.806M	0.7%	$33.75	—	COM	054937107
PFE	PFIZER INC	58,239	$1.784M	0.7%	$16.46	+7.0%	COM	717081103
KO	COCA COLA CO	41,962	$1.733M	0.7%	$27.62	-2.5%	COM	191216100
DUK	DUKE ENERGY CORP NEW	25,021	$1.727M	0.7%	$41.22	+2.7%	COM NEW	26441C204
MSFT	MICROSOFT CORP	42,938	$1.607M	0.6%	$27.06	+10.9%	COM	594918104
NUE	NUCOR CORP	28,705	$1.532M	0.6%	$34.71	+10.4%	COM	670346105
PG	PROCTER & GAMBLE CO	17,045	$1.388M	0.5%	$55.72	+4.1%	COM	742718109
COP	CONOCOPHILLIPS	18,678	$1.319M	0.5%	$42.64	+13.5%	COM	20825C104
AAPL	APPLE INC	2,346	$1.316M	0.5%	$13.54	+20.9%	COM	037833100
RY	ROYAL BANK OF CANADA	19,282	$1.295M	0.5%	$62.39	+6.3%	COM	780087102
MO	ALTRIA GROUP INC	33,290	$1.277M	0.5%	$16.29	+5.3%	COM	02209S103
DIS	DISNEY WALT CO	14,406	$1.1M	0.4%	$57.19	+7.9%	COM DISNEY	254687106
AFL	AFLAC INC	15,819	$1.057M	0.4%	$22.55	+9.1%	COM	001055102
ORCL	ORACLE CORP	27,228	$1.042M	0.4%	$27.30	+5.5%	COM	68389X105
AMGN	AMGEN INC	8,918	$1.018M	0.4%	$75.94	+6.8%	COM	031162100
CVS	CVS CAREMARK CORPORATION	13,834	$990K	0.4%	$42.50	+9.0%	COM	126650100
—	MYLAN INC	22,316	$969K	0.4%	$38.40	—	COM	628530107
MCD	MCDONALDS CORP	9,943	$966K	0.4%	$71.62	-2.2%	COM	580135101
LMT	LOCKHEED MARTIN CORP	6,271	$932K	0.4%	$86.94	+11.8%	COM	539830109
—	MONSANTO CO NEW	7,693	$896K	0.3%	$102.74	—	COM	61166W101
LOW	LOWES COS INC	18,069	$895K	0.3%	$36.54	+7.1%	COM	548661107
UNP	UNION PAC CORP	5,189	$872K	0.3%	$58.25	+3.9%	COM	907818108
MCK	MCKESSON CORP	5,150	$831K	0.3%	$113.42	+23.9%	COM	58155Q103
—	E M C CORP MASS	32,761	$824K	0.3%	$25.42	—	COM	268648102
KMB	KIMBERLY CLARK CORP	7,657	$799K	0.3%	$61.47	+8.0%	COM	494368103
WFC	WELLS FARGO & CO NEW	17,590	$798K	0.3%	$28.63	+7.5%	COM	949746101
CL	COLGATE PALMOLIVE CO	12,093	$788K	0.3%	$44.38	+9.1%	COM	194162103
LLY	LILLY ELI & CO	15,385	$784K	0.3%	$41.41	-4.4%	COM	532457108
CBSH	COMMERCE BANCSHARES INC	17,238	$774K	0.3%	$21.59	+11.6%	COM	200525103
—	EXPRESS SCRIPTS HOLDING C	10,967	$771K	0.3%	$62.01	—	COM	30219G108
FLR	FLUOR CORP NEW	9,271	$744K	0.3%	$57.29	+18.1%	COM	343412102
—	PRECISION CASTPARTS CORP	2,749	$741K	0.3%	$228.00	—	COM	740189105
—	DIRECTV USD	10,647	$735K	0.3%	$60.05	—	COM	25490A309
JBHT	HUNT J B TRANS SVCS INC	9,296	$718K	0.3%	$64.12	+3.6%	COM	445658107
—	PENTAIR LTD	8,895	$690K	0.3%	$65.93	—	SHS	H6169Q108
SO	SOUTHERN CO	16,498	$678K	0.3%	$26.33	-6.7%	COM	842587107
—	BAKER HUGHES INC	12,256	$677K	0.3%	$51.09	—	COM	057224107
IVZ	INVESCO LTD	18,210	$662K	0.3%	$19.08	+6.4%	SHS	G491BT108
DRI	DARDEN RESTAURANTS INC	10,930	$594K	0.2%	$30.94	+3.7%	COM	237194105
TJX	TJX COS INC NEW	8,939	$570K	0.2%	$22.64	+13.5%	COM	872540109
—	FMC TECHNOLOGIES INC	10,903	$569K	0.2%	$55.04	—	COM	30249U101
CTBI	COMMUNITY TRUST BANCORP,	12,302	$555K	0.2%	$22.60	+10.8%	COM	204149108
BAC	BANK OF AMERICA CORP	35,632	$555K	0.2%	$11.23	+4.0%	COM	060505104
PM	PHILIP MORRIS INTL INC	6,349	$553K	0.2%	$47.40	+0.9%	COM	718172109
ABT	ABBOTT LABS	14,083	$540K	0.2%	$28.70	+1.8%	COM	002824100
—	UNITED TECHNOLOGIES CORP	4,604	$524K	0.2%	$96.32	—	COM	913017109
ABBV	ABBVIE INC	9,445	$499K	0.2%	$27.65	+9.9%	COM	00287Y109
PPL	PPL CORP	16,399	$493K	0.2%	$16.44	-0.4%	COM	69351T106
HD	HOME DEPOT INC	5,903	$485K	0.2%	$57.92	+1.4%	COM	437076102
MAT	MATTEL INC	9,700	$461K	0.2%	$42.87	+4.0%	COM	577081102
ACN	ACCENTURE PLC	5,440	$448K	0.2%	$59.85	+2.8%	COM	G1151C101
BWA	BORGWARNER INC	8,000	$447K	0.2%	$37.21	+4.6%	COM	099724106
—	BANCORPSOUTH INC	17,058	$434K	0.2%	$17.70	—	COM	059692103
AEP	AMERICAN ELEC PWR INC	9,282	$433K	0.2%	$28.73	+4.1%	COM	025537101
MMM	3M CO	3,085	$432K	0.2%	$66.12	+9.9%	COM	88579Y101
WM	WASTE MGMT INC DEL	9,379	$420K	0.2%	$32.29	+4.9%	COM	94106L109
—	LABORATORY CORP AMER HLDG	4,565	$418K	0.2%	$98.88	—	COM NEW	50540R409
—	DOW CHEM CO	9,189	$408K	0.2%	$38.38	—	COM	260543103
—	APACHE CORP	4,700	$404K	0.2%	$84.08	—	COM	037411105
MOS	MOSAIC COMPANY NEW	8,476	$400K	0.2%	$36.35	-0.0%	COM	61945C103
QCOM	QUALCOMM INC	5,250	$390K	0.2%	$47.16	+6.8%	COM	747525103
KMI	KINDER MORGAN INC DEL	10,677	$384K	0.1%	$19.06	0.0%	COM	49456B101
—	KRAFT FOODS GROUP, INC.	6,956	$375K	0.1%	$52.71	—	COM	50076Q106
—	PIEDMONT NAT GAS INC	11,309	$374K	0.1%	$32.93	—	COM	720186105
—	DU PONT E I DE NEMOURS & CO	5,410	$352K	0.1%	$53.17	—	COM	263534109
TRV	TRAVELERS COMPANIES INC	3,884	$351K	0.1%	$63.34	+5.4%	COM	89417E109
TGT	TARGET CORP	5,529	$350K	0.1%	$46.39	-3.9%	COM	87612E106
FDX	FEDEX CORP	2,420	$348K	0.1%	$82.35	+36.1%	COM	31428X106
TEVA	TEVA PHARMACEUTICAL INDS LTD	8,365	$335K	0.1%	$39.26	—	ADR	881624209
JPM	J P MORGAN CHASE & CO	5,701	$333K	0.1%	$38.85	+2.0%	COM	46625H100
IVV	ISHARES TR	1,745	$324K	0.1%	$169.08	—	ETF	464287200
—	TRANSCANADA CORP	6,950	$317K	0.1%	$44.05	—	COM	89353D107
D	DOMINION RES INC VA NEW	4,846	$313K	0.1%	$35.75	+8.2%	COM	25746U109
TMO	THERMO FISHER SCIENTIFIC INC	2,795	$311K	0.1%	$79.76	+19.9%	COM	883556102
—	WALGREEN CO	4,969	$285K	0.1%	$57.36	—	COM	931422109
MET	METLIFE INC	5,248	$283K	0.1%	$30.13	0.0%	COM	59156R108
APD	AIR PRODS & CHEMS INC	2,509	$280K	0.1%	$62.54	+19.7%	COM	009158106
HON	HONEYWELL INTL INC	2,961	$271K	0.1%	$53.27	+14.2%	COM	438516106
BA	BOEING CO	1,980	$270K	0.1%	$91.56	+21.2%	COM	097023105
BMO	BANK MONTREAL	4,010	$267K	0.1%	$38.55	+8.0%	COM	063671101
—	MEDTRONIC INC	4,585	$263K	0.1%	$53.22	—	COM	585055106
SFNC	SIMMONS 1ST NATL CORP	6,378	$237K	0.1%	$16.87	0.0%	CL A	828730200
DHR	DANAHER CORP DEL	3,025	$234K	0.1%	$27.44	+8.3%	COM	235851102
BRK/B	BERKSHIRE HATHAWAY INC DE	1,947	$231K	0.1%	$115.36	+0.2%	CL B NEW	084670702
FITB	FIFTH THIRD BANCORP	10,933	$230K	0.1%	$12.47	+4.8%	COM	316773100
NVO	NOVO-NORDISK A S	1,223	$226K	0.1%	$184.79	—	ADR	670100205
MCHP	MICROCHIP TECHNOLOGY INC	5,015	$224K	0.1%	$16.17	0.0%	COM	595017104
—	RAYTHEON CO	2,463	$223K	0.1%	$90.54	—	COM NEW	755111507
SLB	SCHLUMBERGER LTD	2,400	$216K	0.1%	$65.05	0.0%	COM	806857108
—	RED MTN RES INC	349,596	$189K	0.1%	$0.53	—	COM	75678V104
VFC	V F CORP	2,240	$139K	0.1%	$48.45	+7.6%	COM	918204108
—	ADVISORS DISCIPLINED TR	12,075	$122K	0.0%	$10.10	—	UNIT	00771C183