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 113,089 853,826 SH   SOLE   852,264 0 1,562
POOL CORPORATION COM 73278L105 110,669 730,488 SH   SOLE   728,289 0 2,199
STERIS PLC SHS USD G84720104 97,532 928,793 SH   SOLE   927,393 0 1,400
FINANCIAL ENGINES INC COM 317485100 86,382 1,923,897 SH   SOLE   1,920,097 0 3,800
PROGRESSIVE CORP OHIO COM 743315103 84,510 1,428,754 SH   SOLE   1,423,804 0 4,950
HOWARD HUGHES CORP COM 44267D107 83,135 627,438 SH   SOLE   626,473 0 965
EBIX INC COM NEW 278715206 81,836 1,073,271 SH   SOLE   1,071,271 0 2,000
3-D SYS CORP DEL COM NEW 88554D205 80,235 5,809,990 SH   SOLE   5,800,890 0 9,100
WESTERN DIGITAL CORP COM 958102105 79,242 1,023,675 SH   SOLE   1,020,525 0 3,150
FIRST HAWAIIAN INC COM 32051X108 77,930 2,685,407 SH   SOLE   2,676,107 0 9,300
LKQ CORP COM 501889208 76,897 2,410,575 SH   SOLE   2,407,075 0 3,500
AXON ENTERPRISE, INC. COM 05464C101 74,343 1,176,699 SH   SOLE   1,174,759 0 1,940
CYPRESS SEMICONDUCTOR CORP COM 232806109 73,049 4,688,680 SH   SOLE   4,681,280 0 7,400
APACHE CORP COM 037411105 71,922 1,538,445 SH   SOLE   1,535,395 0 3,050
EURONET WORLDWIDE INC COM 298736109 71,737 856,358 SH   SOLE   854,908 0 1,450
LEGGETT & PLATT INC COM 524660107 70,709 1,583,989 SH   SOLE   1,579,039 0 4,950
GENESEE & WYO INC CL A 371559105 68,413 841,288 SH   SOLE   839,838 0 1,450
2U INC COM 90214J101 64,935 777,110 SH   SOLE   775,710 0 1,400
KEARNY FINL CORP MD COM 48716P108 51,545 3,832,383 SH   SOLE   3,825,383 0 7,000
WEIGHT WATCHERS INTL INC NEW COM 948626106 20,184 199,650 SH   SOLE   199,650 0 0
ABBOTT LABS COM 002824100 14,053 230,415 SH   SOLE   227,615 0 2,800
MICROCHIP TECHNOLOGY INC COM 595017104 13,963 153,530 SH   SOLE   151,480 0 2,050
JPMORGAN CHASE & CO COM 46625H100 12,812 122,965 SH   SOLE   121,415 0 1,550
KRAFT HEINZ CO COM 500754106 11,539 183,690 SH   SOLE   181,540 0 2,150
PEPSICO INC COM 713448108 11,422 104,920 SH   SOLE   103,670 0 1,250
BANK AMER CORP 7.25%CNV PFD L 060505682 10,800 8,637 SH   SOLE   8,530 0 107
APPLE INC COM 037833100 10,418 56,281 SH   SOLE   55,231 0 1,050
SCHLUMBERGER LTD COM 806857108 10,288 153,486 SH   SOLE   151,736 0 1,750
PINNACLE FOODS INC DEL COM 72348P104 9,755 149,950 SH   SOLE   148,550 0 1,400
VERIZON COMMUNICATIONS INC COM 92343V104 8,497 168,902 SH   SOLE   166,302 0 2,600
CULLEN FROST BANKERS INC COM 229899109 7,898 72,975 SH   SOLE   71,475 0 1,500
CHEVRON CORP NEW COM 166764100 7,878 62,313 SH   SOLE   61,013 0 1,300
LOCKHEED MARTIN CORP COM 539830109 6,486 21,957 SH   SOLE   21,407 0 550
MICROSOFT CORP COM 594918104 6,340 64,294 SH   SOLE   62,744 0 1,550
GENERAL ELECTRIC CO COM 369604103 6,237 458,300 SH   SOLE   447,600 0 10,700
JOHNSON & JOHNSON COM 478160104 5,906 48,674 SH   SOLE   47,624 0 1,050
NEWELL BRANDS INC COM 651229106 1,058 41,050 SH   SOLE   41,050 0 0
EXXON MOBIL CORP COM 30231G102 1,008 12,189 SH   SOLE   12,189 0 0
TRAVELERS COMPANIES INC COM 89417E109 537 4,393 SH   SOLE   4,393 0 0
DOWDUPONT INC COM 26078J100 442 6,712 SH   SOLE   6,712 0 0
COLGATE PALMOLIVE CO COM 194162103 420 6,488 SH   SOLE   6,488 0 0
NORFOLK SOUTHERN CORP COM 655844108 393 2,609 SH   SOLE   2,609 0 0
AT&T INC COM 00206R102 327 10,204 SH   SOLE   9,704 0 500
AMGEN INC COM 031162100 295 1,600 SH   SOLE   1,100 0 500
CATERPILLAR INC DEL COM 149123101 291 2,150 SH   SOLE   2,150 0 0
HOME DEPOT INC COM 437076102 282 1,450 SH   SOLE   1,450 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 238 3,443 SH   SOLE   3,443 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 223 5,300 SH   SOLE   5,300 0 0
GULFPORT ENERGY CORP COM NEW 402635304 210 16,750 SH   SOLE   16,750 0 0