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
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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
PROGRESSIVE CORP OHIO COM 743315103 103,656 1,459,134 SH   SOLE   1,454,484 0 4,650
VISA INC COM CL A 92826C839 103,585 690,156 SH   SOLE   688,694 0 1,462
3-D SYS CORP DEL COM NEW 88554D205 94,880 5,020,158 SH   SOLE   5,012,058 0 8,100
POOL CORPORATION COM 73278L105 88,006 527,361 SH   SOLE   525,892 0 1,469
EURONET WORLDWIDE INC COM 298736109 85,801 856,128 SH   SOLE   854,678 0 1,450
EBIX INC COM NEW 278715206 84,711 1,070,261 SH   SOLE   1,068,261 0 2,000
HOWARD HUGHES CORP COM 44267D107 80,961 651,758 SH   SOLE   650,793 0 965
WESTERN DIGITAL CORP COM 958102105 78,987 1,349,285 SH   SOLE   1,345,275 0 4,010
GENESEE & WYO INC CL A 371559105 76,662 842,538 SH   SOLE   841,088 0 1,450
LKQ CORP COM 501889208 76,371 2,411,475 SH   SOLE   2,407,975 0 3,500
AXON ENTERPRISE INC COM 05464C101 75,970 1,110,199 SH   SOLE   1,108,459 0 1,740
FIRST HAWAIIAN INC COM 32051X108 74,928 2,758,767 SH   SOLE   2,750,667 0 8,100
APACHE CORP COM 037411105 73,300 1,537,655 SH   SOLE   1,534,605 0 3,050
WEIGHT WATCHERS INTL INC NEW COM 948626106 71,868 998,307 SH   SOLE   996,687 0 1,620
CYPRESS SEMICONDUCTOR CORP COM 232806109 69,316 4,783,770 SH   SOLE   4,778,770 0 5,000
LEGGETT & PLATT INC COM 524660107 68,326 1,560,314 SH   SOLE   1,555,634 0 4,680
WABCO HLDGS INC COM 92927K102 64,762 549,116 SH   SOLE   548,146 0 970
KEARNY FINL CORP MD COM 48716P108 59,849 4,321,256 SH   SOLE   4,312,916 0 8,340
2U INC COM 90214J101 58,416 776,915 SH   SOLE   775,595 0 1,320
ABBOTT LABS COM 002824100 15,238 207,715 SH   SOLE   205,325 0 2,390
JPMORGAN CHASE & CO COM 46625H100 14,569 129,115 SH   SOLE   127,805 0 1,310
APPLE INC COM 037833100 12,332 54,631 SH   SOLE   53,791 0 840
MICROCHIP TECHNOLOGY INC COM 595017104 12,021 152,340 SH   SOLE   150,660 0 1,680
BANK AMER CORP 7.25%CNV PFD L 060505682 11,838 9,147 SH   SOLE   9,040 0 107
PEPSICO INC COM 713448108 11,685 104,525 SH   SOLE   103,275 0 1,250
SCHLUMBERGER LTD COM 806857108 11,274 185,076 SH   SOLE   183,026 0 2,050
GENERAL ELECTRIC CO COM 369604103 10,044 889,670 SH   SOLE   878,970 0 10,700
VERIZON COMMUNICATIONS INC COM 92343V104 8,980 168,202 SH   SOLE   165,602 0 2,600
KRAFT HEINZ CO COM 500754106 8,400 152,425 SH   SOLE   150,275 0 2,150
MICROSOFT CORP COM 594918104 7,452 65,157 SH   SOLE   63,607 0 1,550
LOCKHEED MARTIN CORP COM 539830109 7,350 21,247 SH   SOLE   20,767 0 480
CULLEN FROST BANKERS INC COM 229899109 7,313 70,025 SH   SOLE   68,645 0 1,380
CHEVRON CORP NEW COM 166764100 6,948 56,823 SH   SOLE   55,673 0 1,150
JOHNSON & JOHNSON COM 478160104 6,676 48,324 SH   SOLE   47,364 0 960
PINNACLE FOODS INC DEL COM 72348P104 3,091 47,700 SH   SOLE   47,700 0 0
EXXON MOBIL CORP COM 30231G102 1,121 13,189 SH   SOLE   13,189 0 0
NEWELL BRANDS INC COM 651229106 833 41,050 SH   SOLE   41,050 0 0
TRAVELERS COMPANIES INC COM 89417E109 569 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 470 2,609 SH   SOLE   2,609 0 0
COLGATE PALMOLIVE CO COM 194162103 434 6,488 SH   SOLE   6,488 0 0
DOWDUPONT INC COM 26078J100 431 6,712 SH   SOLE   6,712 0 0
CATERPILLAR INC DEL COM 149123101 327 2,150 SH   SOLE   2,150 0 0
AT&T INC COM 00206R102 325 9,704 SH   SOLE   9,704 0 0
HOME DEPOT INC COM 437076102 300 1,450 SH   SOLE   1,450 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 244 5,300 SH   SOLE   5,300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 234 3,443 SH   SOLE   3,443 0 0
GULFPORT ENERGY CORP COM 402635304 233 22,400 SH   SOLE   22,400 0 0
AMGEN INC COM 031162100 228 1,100 SH   SOLE   1,100 0 0