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 91,261 691,691 SH   SOLE   690,229 0 1,462
PROGRESSIVE CORP OHIO COM 743315103 87,206 1,445,494 SH   SOLE   1,440,844 0 4,650
POOL CORPORATION COM 73278L105 79,139 532,387 SH   SOLE   530,808 0 1,579
EURONET WORLDWIDE INC COM 298736109 67,539 659,693 SH   SOLE   658,393 0 1,300
FIRST HAWAIIAN INC COM 32051X108 67,088 2,980,390 SH   SOLE   2,970,630 0 9,760
CYPRESS SEMICONDUCTOR CORP COM 232806109 65,449 5,145,372 SH   SOLE   5,138,442 0 6,930
STERIS PLC SHS USD G84720104 63,124 590,780 SH   SOLE   589,600 0 1,180
GENESEE & WYO INC CL A 371559105 61,988 837,462 SH   SOLE   836,012 0 1,450
AXON ENTERPRISE INC COM 05464C101 61,037 1,395,144 SH   SOLE   1,392,734 0 2,410
WABCO HLDGS INC COM 92927K102 60,088 559,795 SH   SOLE   558,825 0 970
HOWARD HUGHES CORP COM 44267D107 59,870 613,303 SH   SOLE   612,338 0 965
TELEFLEX INC COM 879369106 59,564 230,443 SH   SOLE   230,073 0 370
ROPER TECHNOLOGIES INC COM 776696106 59,432 222,995 SH   SOLE   222,625 0 370
KEARNY FINL CORP MD COM 48716P108 58,923 4,596,252 SH   SOLE   4,587,912 0 8,340
LKQ CORP COM 501889208 55,232 2,327,535 SH   SOLE   2,324,035 0 3,500
LEGGETT & PLATT INC COM 524660107 53,790 1,500,863 SH   SOLE   1,496,183 0 4,680
3-D SYS CORP DEL COM NEW 88554D205 48,908 4,809,094 SH   SOLE   4,800,994 0 8,100
WEIGHT WATCHERS INTL INC NEW COM 948626106 46,218 1,198,916 SH   SOLE   1,197,246 0 1,670
EBIX INC COM NEW 278715206 46,022 1,081,355 SH   SOLE   1,079,355 0 2,000
WESTERN DIGITAL CORP COM 958102105 41,951 1,134,740 SH   SOLE   1,130,930 0 3,810
2U INC COM 90214J101 38,219 768,689 SH   SOLE   767,369 0 1,320
ABBOTT LABS COM 002824100 14,885 205,805 SH   SOLE   203,415 0 2,390
JPMORGAN CHASE & CO COM 46625H100 12,924 132,395 SH   SOLE   131,085 0 1,310
PEPSICO INC COM 713448108 12,513 113,260 SH   SOLE   112,010 0 1,250
BANK AMER CORP 7.25%CNV PFD L 060505682 11,444 9,137 SH   SOLE   9,030 0 107
LOCKHEED MARTIN CORP COM 539830109 10,635 40,617 SH   SOLE   40,137 0 480
MICROCHIP TECHNOLOGY INC COM 595017104 10,598 147,360 SH   SOLE   145,680 0 1,680
VERIZON COMMUNICATIONS INC COM 92343V104 9,430 167,742 SH   SOLE   165,142 0 2,600
KRAFT HEINZ CO COM 500754106 8,954 208,055 SH   SOLE   205,735 0 2,320
APPLE INC COM 037833100 8,546 54,181 SH   SOLE   53,341 0 840
MICROSOFT CORP COM 594918104 6,618 65,157 SH   SOLE   63,607 0 1,550
SCHLUMBERGER LTD COM 806857108 6,605 183,076 SH   SOLE   181,026 0 2,050
JOHNSON & JOHNSON COM 478160104 6,218 48,184 SH   SOLE   47,224 0 960
CHEVRON CORP NEW COM 166764100 6,160 56,623 SH   SOLE   55,473 0 1,150
CULLEN FROST BANKERS INC COM 229899109 6,144 69,875 SH   SOLE   68,495 0 1,380
APACHE CORP COM 037411105 5,125 195,273 SH   SOLE   195,273 0 0
GENERAL ELECTRIC CO COM 369604103 2,821 372,770 SH   SOLE   362,070 0 10,700
EXXON MOBIL CORP COM 30231G102 889 13,047 SH   SOLE   13,047 0 0
NEWELL BRANDS INC COM 651229106 763 41,050 SH   SOLE   41,050 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 573 15,700 SH   SOLE   15,700 0 0
TRAVELERS COMPANIES INC COM 89417E109 526 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 390 2,609 SH   SOLE   2,609 0 0
COLGATE PALMOLIVE CO COM 194162103 362 6,088 SH   SOLE   6,088 0 0
DOWDUPONT INC COM 26078J100 358 6,712 SH   SOLE   6,712 0 0
AT&T INC COM 00206R102 342 12,011 SH   SOLE   12,011 0 0
CATERPILLAR INC DEL COM 149123101 273 2,150 SH   SOLE   2,150 0 0
HOME DEPOT INC COM 437076102 249 1,450 SH   SOLE   1,450 0 0
AMGEN INC COM 031162100 214 1,100 SH   SOLE   1,100 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 200 3,443 SH   SOLE   3,443 0 0
NUVEEN HIGH INCOME DECMBR 20 COM 67076E107 147 15,000 SH   SOLE   15,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 81 12,400 SH   SOLE   12,400 0 0