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
SKYWORKS SOLUTIONS INC COM 83088M102 107,137 1,051,398 SH   SOLE   1,048,398 0 3,000
VISA INC COM CL A 92826C839 97,849 929,771 SH   SOLE   926,409 0 3,362
WESTERN DIGITAL CORP COM 958102105 89,079 1,031,018 SH   SOLE   1,026,218 0 4,800
EURONET WORLDWIDE INC COM 298736109 84,342 889,783 SH   SOLE   886,683 0 3,100
STERIS PLC SHS USD G84720104 84,302 953,643 SH   SOLE   950,593 0 3,050
LKQ CORP COM 501889208 84,028 2,334,760 SH   SOLE   2,327,260 0 7,500
2U INC COM 90214J101 83,598 1,491,762 SH   SOLE   1,487,112 0 4,650
FINANCIAL ENGINES INC COM 317485100 82,201 2,365,510 SH   SOLE   2,358,760 0 6,750
POOL CORPORATION COM 73278L105 81,690 755,204 SH   SOLE   751,355 0 3,849
AXON ENTERPRISE, INC COM 05464C101 78,953 3,482,737 SH   SOLE   3,474,037 0 8,700
HOWARD HUGHES CORP COM 44267D107 75,275 638,310 SH   SOLE   636,475 0 1,835
LEGGETT & PLATT INC COM 524660107 75,056 1,572,514 SH   SOLE   1,566,364 0 6,150
GENESEE & WYO INC CL A 371559105 69,446 938,344 SH   SOLE   935,194 0 3,150
3-D SYS CORP DEL COM NEW 88554D205 66,321 4,953,090 SH   SOLE   4,933,690 0 19,400
ACUITY BRANDS INC COM 00508Y102 62,592 365,438 SH   SOLE   364,328 0 1,110
EBIX INC COM NEW 278715206 59,561 912,821 SH   SOLE   908,521 0 4,300
KEARNY FINL CORP MD COM 48716P108 58,609 3,818,213 SH   SOLE   3,802,313 0 15,900
APACHE CORP COM 037411105 55,392 1,209,440 SH   SOLE   1,205,590 0 3,850
FIRST HAWAIIAN INC COM 32051X108 51,815 1,710,643 SH   SOLE   1,700,243 0 10,400
LUMINEX CORP DEL COM 55027E102 43,344 2,132,070 SH   SOLE   2,121,670 0 10,400
GULFPORT ENERGY CORP COM NEW 402635304 39,965 2,786,988 SH   SOLE   2,776,738 0 10,250
ABBOTT LABS COM 002824100 13,980 262,010 SH   SOLE   258,210 0 3,800
JPMORGAN CHASE & CO COM 46625H100 13,621 142,615 SH   SOLE   140,465 0 2,150
MICROCHIP TECHNOLOGY INC COM 595017104 12,444 138,615 SH   SOLE   135,665 0 2,950
DST SYS INC DEL COM 233326107 11,855 216,018 SH   SOLE   215,318 0 700
BANK AMER CORP 7.25%CNV PFD L 060505682 11,370 8,737 SH   SOLE   8,610 0 127
REPUBLIC SVCS INC COM 760759100 10,735 162,515 SH   SOLE   158,915 0 3,600
PINNACLE FOODS INC DEL COM 72348P104 10,662 186,500 SH   SOLE   183,100 0 3,400
PEPSICO INC COM 713448108 10,603 95,161 SH   SOLE   93,661 0 1,500
SCHLUMBERGER LTD COM 806857108 9,465 135,686 SH   SOLE   133,436 0 2,250
APPLE INC COM 037833100 9,330 60,538 SH   SOLE   59,488 0 1,050
KRAFT HEINZ CO COM 500754106 8,801 113,500 SH   SOLE   111,900 0 1,600
MICROSOFT CORP COM 594918104 8,748 117,439 SH   SOLE   114,239 0 3,200
JOHNSON & JOHNSON COM 478160104 8,265 63,574 SH   SOLE   62,174 0 1,400
VERIZON COMMUNICATIONS INC COM 92343V104 8,188 165,450 SH   SOLE   162,850 0 2,600
LOCKHEED MARTIN CORP COM 539830109 7,717 24,872 SH   SOLE   24,122 0 750
CHEVRON CORP NEW COM 166764100 6,652 56,613 SH   SOLE   54,913 0 1,700
CULLEN FROST BANKERS INC COM 229899109 4,767 50,225 SH   SOLE   49,425 0 800
EXXON MOBIL CORP COM 30231G102 1,277 15,581 SH   SOLE   15,581 0 0
BLOCK H & R INC COM 093671105 1,236 46,700 SH   SOLE   46,700 0 0
DOWDUPONT INC COM 26078J100 1,017 14,704 SH   SOLE   14,704 0 0
AT&T INC COM 00206R102 596 15,229 SH   SOLE   14,729 0 500
TRAVELERS COMPANIES INC COM 89417E109 538 4,393 SH   SOLE   4,393 0 0
NVIDIA CORP COM 67066G104 536 3,000 SH   SOLE   3,000 0 0
ISHARES TR S&P MC 400GR ETF 464287606 505 2,500 SH   SOLE   2,500 0 0
COLGATE PALMOLIVE CO COM 194162103 501 6,888 SH   SOLE   6,888 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 459 4,200 SH   SOLE   4,200 0 0
CLOROX CO DEL COM 189054109 450 3,416 SH   SOLE   3,416 0 0
HOME DEPOT INC COM 437076102 449 2,750 SH   SOLE   2,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 429 8,900 SH   SOLE   8,900 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 399 6,592 SH   SOLE   6,592 0 0
HCA HEALTHCARE INC COM 40412C101 397 5,000 SH   SOLE   5,000 0 0
WELLS FARGO CO NEW COM 949746101 375 6,800 SH   SOLE   6,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 362 5,680 SH   SOLE   5,680 0 0
ISHARES TR US AER DEF ETF 464288760 338 1,900 SH   SOLE   1,900 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 337 5,300 SH   SOLE   5,300 0 0
ELECTRONIC ARTS INC COM 285512109 306 2,600 SH   SOLE   2,600 0 0
AMGEN INC COM 031162100 298 1,600 SH   SOLE   1,100 0 500
TJX COS INC NEW COM 872540109 294 4,000 SH   SOLE   4,000 0 0
FACEBOOK INC CL A 30303M102 290 1,700 SH   SOLE   1,700 0 0
AMAZON COM INC COM 023135106 288 300 SH   SOLE   300 0 0
PROCTER AND GAMBLE CO COM 742718109 284 3,129 SH   SOLE   2,629 0 500
CATERPILLAR INC DEL COM 149123101 268 2,150 SH   SOLE   1,650 0 500
SOUTH JERSEY INDS INC COM 838518108 265 7,700 SH   SOLE   7,700 0 0
GENERAL ELECTRIC CO COM 369604103 259 10,738 SH   SOLE   10,738 0 0
MASCO CORP COM 574599106 253 6,500 SH   SOLE   6,500 0 0
WELLTOWER INC COM 95040Q104 210 3,000 SH   SOLE   3,000 0 0
CVS HEALTH CORP COM 126650100 203 2,500 SH   SOLE   2,500 0 0
ALPHABET INC CAP STK CL C 02079K107 201 210 SH   SOLE   210 0 0
GLOBALSTAR INC COM 378973408 128 78,900 SH   SOLE   78,900 0 0
ENDOLOGIX INC COM 29266S106 66 15,000 SH   SOLE   15,000 0 0