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
VISA INC COM CL A 92826C839 104,496 916,472 SH   SOLE   913,110 0 3,362
POOL CORPORATION COM 73278L105 96,643 745,419 SH   SOLE   741,970 0 3,449
2U INC COM 90214J101 94,431 1,463,829 SH   SOLE   1,459,179 0 4,650
LKQ CORP COM 501889208 93,712 2,304,210 SH   SOLE   2,296,710 0 7,500
AXON ENTERPRISE INC COM 05464C101 93,394 3,524,302 SH   SOLE   3,515,202 0 9,100
HOWARD HUGHES CORP COM 44267D107 83,444 635,670 SH   SOLE   633,665 0 2,005
STERIS PLC SHS USD G84720104 82,562 943,893 SH   SOLE   940,843 0 3,050
WESTERN DIGITAL CORP COM 958102105 82,147 1,032,918 SH   SOLE   1,028,118 0 4,800
LEGGETT & PLATT INC COM 524660107 74,321 1,557,114 SH   SOLE   1,550,964 0 6,150
EURONET WORLDWIDE INC COM 298736109 73,477 871,933 SH   SOLE   868,833 0 3,100
EBIX INC COM NEW 278715206 73,058 921,871 SH   SOLE   917,571 0 4,300
GENESEE & WYO INC CL A 371559105 72,852 925,344 SH   SOLE   922,194 0 3,150
FINANCIAL ENGINES INC COM 317485100 71,212 2,350,260 SH   SOLE   2,342,660 0 7,600
CYPRESS SEMICONDUCTOR CORP COM 232806109 69,678 4,572,100 SH   SOLE   4,558,500 0 13,600
FIRST HAWAIIAN INC COM 32051X108 57,475 1,969,699 SH   SOLE   1,959,299 0 10,400
KEARNY FINL CORP MD COM 48716P108 54,852 3,796,013 SH   SOLE   3,780,113 0 15,900
ACUITY BRANDS INC COM 00508Y102 52,602 298,876 SH   SOLE   297,936 0 940
APACHE CORP COM 037411105 46,673 1,105,490 SH   SOLE   1,102,390 0 3,100
3-D SYS CORP DEL COM NEW 88554D205 36,951 4,276,810 SH   SOLE   4,259,010 0 17,800
LUMINEX CORP DEL COM 55027E102 14,379 729,939 SH   SOLE   719,539 0 10,400
ABBOTT LABS COM 002824100 14,351 251,465 SH   SOLE   248,665 0 2,800
MICROCHIP TECHNOLOGY INC COM 595017104 13,570 154,420 SH   SOLE   152,370 0 2,050
JPMORGAN CHASE & CO COM 46625H100 13,026 121,815 SH   SOLE   120,265 0 1,550
DST SYS INC DEL COM 233326107 12,917 208,118 SH   SOLE   207,418 0 700
PINNACLE FOODS INC DEL COM 72348P104 12,340 207,500 SH   SOLE   205,100 0 2,400
BANK AMER CORP 7.25%CNV PFD L 060505682 11,517 8,732 SH   SOLE   8,625 0 107
PEPSICO INC COM 713448108 11,203 93,420 SH   SOLE   92,420 0 1,000
APPLE INC COM 037833100 10,022 59,221 SH   SOLE   58,171 0 1,050
MICROSOFT CORP COM 594918104 9,900 115,746 SH   SOLE   113,346 0 2,400
SCHLUMBERGER LTD COM 806857108 9,625 142,836 SH   SOLE   141,086 0 1,750
VERIZON COMMUNICATIONS INC COM 92343V104 9,397 177,555 SH   SOLE   174,955 0 2,600
CHEVRON CORP NEW COM 166764100 9,376 74,898 SH   SOLE   73,598 0 1,300
KRAFT HEINZ CO COM 500754106 9,268 119,190 SH   SOLE   117,590 0 1,600
LOCKHEED MARTIN CORP COM 539830109 7,920 24,672 SH   SOLE   24,122 0 550
JOHNSON & JOHNSON COM 478160104 7,115 50,924 SH   SOLE   49,874 0 1,050
CULLEN FROST BANKERS INC COM 229899109 7,067 74,675 SH   SOLE   73,175 0 1,500
BLOCK H & R INC COM 093671105 1,224 46,700 SH   SOLE   46,700 0 0
EXXON MOBIL CORP COM 30231G102 1,019 12,189 SH   SOLE   12,189 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 769 8,100 SH   SOLE   8,100 0 0
DOWDUPONT INC COM 26078J100 660 9,276 SH   SOLE   9,276 0 0
TRAVELERS COMPANIES INC COM 89417E109 595 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 489 6,488 SH   SOLE   6,488 0 0
AT&T INC COM 00206R102 424 10,910 SH   SOLE   10,410 0 500
WELLS FARGO CO NEW COM 949746101 408 6,725 SH   SOLE   6,725 0 0
NORFOLK SOUTHERN CORP COM 655844108 378 2,609 SH   SOLE   2,609 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 371 5,576 SH   SOLE   5,576 0 0
REPUBLIC SVCS INC COM 760759100 344 5,100 SH   SOLE   5,100 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 306 5,000 SH   SOLE   5,000 0 0
PROCTER AND GAMBLE CO COM 742718109 287 3,129 SH   SOLE   2,629 0 500
AMGEN INC COM 031162100 278 1,600 SH   SOLE   1,100 0 500
HOME DEPOT INC COM 437076102 274 1,450 SH   SOLE   1,450 0 0
CATERPILLAR INC DEL COM 149123101 260 1,650 SH   SOLE   1,650 0 0
3M CO COM 88579Y101 227 967 SH   SOLE   967 0 0
GULFPORT ENERGY CORP COM NEW 402635304 206 16,200 SH   SOLE   16,200 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 204 6,000 SH   SOLE   6,000 0 0
HONEYWELL INTL INC COM 438516106 202 1,320 SH   SOLE   1,320 0 0
GLOBALSTAR INC COM 378973408 103 78,900 SH   SOLE   78,900 0 0