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
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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
SKYWORKS SOLUTIONS INC COM 83088M102 104,237 1,063,863 SH   SOLE   1,060,663 0 3,200
FINANCIAL ENGINES INC COM 317485100 98,802 2,268,723 SH   SOLE   2,262,523 0 6,200
POOL CORPORATION COM 73278L105 88,532 741,909 SH   SOLE   737,910 0 3,999
2U INC COM 90214J101 85,905 2,166,046 SH   SOLE   2,159,146 0 6,900
VISA INC COM CL A 92826C839 85,443 961,445 SH   SOLE   957,883 0 3,562
HOWARD HUGHES CORP COM 44267D107 84,777 723,049 SH   SOLE   721,104 0 1,945
WESTERN DIGITAL CORP COM 958102105 84,484 1,023,680 SH   SOLE   1,018,680 0 5,000
3-D SYS CORP DEL COM NEW 88554D205 83,742 5,597,755 SH   SOLE   5,577,355 0 20,400
LKQ CORP COM 501889208 81,174 2,773,290 SH   SOLE   2,764,290 0 9,000
LEGGETT & PLATT INC COM 524660107 79,195 1,573,834 SH   SOLE   1,567,384 0 6,450
EURONET WORLDWIDE INC COM 298736109 77,991 911,973 SH   SOLE   908,673 0 3,300
TASER INTL INC COM 87651B104 76,998 3,378,612 SH   SOLE   3,369,412 0 9,200
STERIS PLC SHS USD G84720104 72,782 1,047,838 SH   SOLE   1,044,588 0 3,250
ACUITY BRANDS INC COM 00508Y102 71,570 350,838 SH   SOLE   349,668 0 1,170
LUMINEX CORP DEL COM 55027E102 70,056 3,813,623 SH   SOLE   3,800,923 0 12,700
GENESEE & WYO INC CL A 371559105 65,372 963,339 SH   SOLE   959,989 0 3,350
APACHE CORP COM 037411105 60,264 1,172,690 SH   SOLE   1,168,840 0 3,850
KEARNY FINL CORP MD COM 48716P108 49,584 3,294,628 SH   SOLE   3,285,028 0 9,600
GULFPORT ENERGY CORP COM NEW 402635304 48,839 2,841,178 SH   SOLE   2,830,328 0 10,850
FIRST HAWAIIAN INC COM 32051X108 47,681 1,593,646 SH   SOLE   1,585,846 0 7,800
DST SYS INC DEL COM 233326107 25,603 209,009 SH   SOLE   207,509 0 1,500
MICROCHIP TECHNOLOGY INC COM 595017104 13,906 188,490 SH   SOLE   185,540 0 2,950
JPMORGAN CHASE & CO COM 46625H100 12,063 137,330 SH   SOLE   135,180 0 2,150
ABBOTT LABS COM 002824100 11,646 262,250 SH   SOLE   258,450 0 3,800
PINNACLE FOODS INC DEL COM 72348P104 11,453 197,925 SH   SOLE   194,525 0 3,400
BANK AMER CORP 7.25%CNV PFD L 060505682 10,244 8,572 SH   SOLE   8,445 0 127
PEPSICO INC COM 713448108 9,905 88,551 SH   SOLE   87,051 0 1,500
REPUBLIC SVCS INC COM 760759100 9,314 148,290 SH   SOLE   144,690 0 3,600
SCHLUMBERGER LTD COM 806857108 9,241 118,335 SH   SOLE   116,485 0 1,850
APPLE INC COM 037833100 8,738 60,828 SH   SOLE   59,778 0 1,050
VERIZON COMMUNICATIONS INC COM 92343V104 8,233 168,895 SH   SOLE   166,295 0 2,600
MICROSOFT CORP COM 594918104 7,938 120,539 SH   SOLE   117,339 0 3,200
KRAFT HEINZ CO COM 500754106 6,788 74,750 SH   SOLE   73,600 0 1,150
JOHNSON & JOHNSON COM 478160104 6,752 54,215 SH   SOLE   52,815 0 1,400
LOCKHEED MARTIN CORP COM 539830109 6,591 24,632 SH   SOLE   23,882 0 750
CHEVRON CORP NEW COM 166764100 6,044 56,298 SH   SOLE   54,598 0 1,700
CULLEN FROST BANKERS INC COM 229899109 6,003 67,475 SH   SOLE   66,675 0 800
GENERAL MLS INC COM 370334104 5,605 95,000 SH   SOLE   92,500 0 2,500
BLOCK H & R INC COM 093671105 5,330 229,250 SH   SOLE   223,750 0 5,500
CATERPILLAR INC DEL COM 149123101 4,366 47,075 SH   SOLE   45,325 0 1,750
EVERBANK FINL CORP COM 29977G102 3,440 176,597 SH   SOLE   173,297 0 3,300
EXXON MOBIL CORP COM 30231G102 759 9,264 SH   SOLE   9,264 0 0
TRAVELERS COMPANIES INC COM 89417E109 529 4,393 SH   SOLE   4,393 0 0
FLOWERS FOODS INC COM 343498101 446 23,025 SH   SOLE   21,025 0 2,000
COLGATE PALMOLIVE CO COM 194162103 430 5,888 SH   SOLE   5,888 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 327 4,080 SH   SOLE   4,080 0 0
AT&T INC COM 00206R102 295 7,120 SH   SOLE   6,620 0 500
EBIX INC COM NEW 278715206 275 4,500 SH   SOLE   4,500 0 0
ENDOLOGIX INC COM 29266S106 108 15,000 SH   SOLE   15,000 0 0