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
PROGRESSIVE CORP OHIO COM 743315103 103,882 1,441,014 SH   SOLE   1,436,864 0 4,150
EURONET WORLDWIDE INC COM 298736109 92,748 650,459 SH   SOLE   649,159 0 1,300
VISA INC COM CL A 92826C839 79,141 506,702 SH   SOLE   505,920 0 782
POOL CORPORATION COM 73278L105 79,136 479,700 SH   SOLE   478,991 0 709
CYPRESS SEMICONDUCTOR CORP COM 232806109 78,558 5,265,327 SH   SOLE   5,256,657 0 8,670
FIRST HAWAIIAN INC COM 32051X108 78,253 3,003,982 SH   SOLE   2,994,222 0 9,760
ROPER TECHNOLOGIES INC COM 776696106 77,687 227,175 SH   SOLE   226,805 0 370
AXON ENTERPRISE INC COM 05464C101 76,089 1,398,447 SH   SOLE   1,396,037 0 2,410
WABCO HLDGS INC COM 92927K102 74,941 568,472 SH   SOLE   567,502 0 970
STERIS PLC SHS USD G8473T100 74,406 581,161 SH   SOLE   579,981 0 1,180
TELEFLEX INC COM 879369106 72,217 239,003 SH   SOLE   238,623 0 380
WESTERN DIGITAL CORP COM 958102105 71,491 1,487,557 SH   SOLE   1,482,887 0 4,670
HOWARD HUGHES CORP COM 44267D107 71,222 647,478 SH   SOLE   646,513 0 965
KEARNY FINL CORP MD COM 48716P108 65,611 5,098,048 SH   SOLE   5,089,318 0 8,730
LKQ CORP COM 501889208 64,640 2,277,665 SH   SOLE   2,274,165 0 3,500
EBIX INC COM NEW 278715206 58,840 1,191,829 SH   SOLE   1,189,779 0 2,050
2U INC COM 90214J101 53,288 752,130 SH   SOLE   750,810 0 1,320
LEGGETT & PLATT INC COM 524660107 52,133 1,234,796 SH   SOLE   1,230,816 0 3,980
3-D SYS CORP DEL COM NEW 88554D205 46,861 4,355,164 SH   SOLE   4,347,064 0 8,100
ABBOTT LABS COM 002824100 16,925 211,725 SH   SOLE   210,035 0 1,690
PEPSICO INC COM 713448108 14,138 115,370 SH   SOLE   114,120 0 1,250
BANK AMER CORP 7.25%CNV PFD L 060505682 13,359 10,262 SH   SOLE   10,155 0 107
JPMORGAN CHASE & CO COM 46625H100 13,154 129,945 SH   SOLE   128,635 0 1,310
MICROCHIP TECHNOLOGY INC COM 595017104 12,299 148,260 SH   SOLE   146,580 0 1,680
LOCKHEED MARTIN CORP COM 539830109 12,107 40,337 SH   SOLE   39,857 0 480
CHEVRON CORP NEW COM 166764100 11,143 90,464 SH   SOLE   89,314 0 1,150
APPLE INC COM 037833100 10,103 53,188 SH   SOLE   52,568 0 620
VERIZON COMMUNICATIONS INC COM 92343V104 10,047 169,922 SH   SOLE   167,322 0 2,600
MICROSOFT CORP COM 594918104 7,972 67,600 SH   SOLE   66,350 0 1,250
SCHLUMBERGER LTD COM 806857108 7,917 181,726 SH   SOLE   179,676 0 2,050
KRAFT HEINZ CO COM 500754106 7,374 225,865 SH   SOLE   223,545 0 2,320
JOHNSON & JOHNSON COM 478160104 6,658 47,634 SH   SOLE   46,674 0 960
CULLEN FROST BANKERS INC COM 229899109 6,540 67,375 SH   SOLE   65,995 0 1,380
EXXON MOBIL CORP COM 30231G102 1,013 12,547 SH   SOLE   12,547 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 647 15,700 SH   SOLE   15,700 0 0
TRAVELERS COMPANIES INC COM 89417E109 602 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 487 2,609 SH   SOLE   2,609 0 0
COLGATE PALMOLIVE CO COM 194162103 403 5,888 SH   SOLE   5,888 0 0
AT&T INC COM 00206R102 376 12,011 SH   SOLE   12,011 0 0
DOWDUPONT INC COM 26078J100 357 6,712 SH   SOLE   6,712 0 0
HOME DEPOT INC COM 437076102 278 1,450 SH   SOLE   1,450 0 0
SUN LIFE FINL INC COM 866796105 263 6,857 SH   SOLE   6,857 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 215 3,443 SH   SOLE   3,443 0 0
AMGEN INC COM 031162100 208 1,100 SH   SOLE   1,100 0 0
DIREXION SHS ETF TR DAILY SM CAP BEA 25490K521 126 12,800 SH   SOLE   12,800 0 0
GULFPORT ENERGY CORP COM NEW 402635304 99 12,400 SH   SOLE   12,400 0 0