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 114,723 1,435,302 SH   SOLE   1,431,152 0 4,150
POOL CORPORATION COM 73278L105 91,018 476,535 SH   SOLE   475,826 0 709
VISA INC COM CL A 92826C839 87,364 503,398 SH   SOLE   502,616 0 782
STERIS PLC SHS USD G8473T100 85,980 577,516 SH   SOLE   576,336 0 1,180
ROPER TECHNOLOGIES INC. COM 776696106 82,710 225,824 SH   SOLE   225,454 0 370
HOWARD HUGHES CORP COM 44267D107 81,739 660,038 SH   SOLE   658,933 0 1,105
TELEFLEX INC. COM 879369106 79,743 240,807 SH   SOLE   240,427 0 380
FIRST HAWAIIAN INC COM 32051X108 78,978 3,052,912 SH   SOLE   3,043,152 0 9,760
WABCO HLDGS INC COM 92927K102 74,993 565,565 SH   SOLE   564,595 0 970
WESTERN DIGITAL CORP COM 958102105 72,028 1,514,803 SH   SOLE   1,510,133 0 4,670
EURONET WORLDWIDE INC COM 298736109 69,393 412,470 SH   SOLE   411,720 0 750
AXON ENTERPRISE INC COM 05464C101 69,021 1,074,931 SH   SOLE   1,073,081 0 1,850
ON SEMICONDUCTOR CORP COM 682189105 68,973 3,412,827 SH   SOLE   3,407,477 0 5,350
KEARNY FINL CORP MD COM 48716P108 68,047 5,120,211 SH   SOLE   5,111,481 0 8,730
EBIX INC COM NEW 278715206 63,501 1,264,457 SH   SOLE   1,262,297 0 2,160
ABIOMED INC COM 003654100 61,142 234,721 SH   SOLE   234,281 0 440
LKQ CORP COM 501889208 60,200 2,262,344 SH   SOLE   2,258,844 0 3,500
2U INC COM 90214J101 57,958 1,539,816 SH   SOLE   1,536,996 0 2,820
LEGGETT & PLATT INC COM 524660107 47,701 1,243,203 SH   SOLE   1,239,223 0 3,980
3-D SYS CORP DEL COM NEW 88554D205 38,999 4,285,638 SH   SOLE   4,277,538 0 8,100
ABBOTT LABS COM COM 002824100 17,532 208,475 SH   SOLE   206,785 0 1,690
CYPRESS SEMICONDUCTOR CORP COM 232806109 16,901 759,970 SH   SOLE   758,230 0 1,740
JPMORGAN CHASE & CO COM 46625H100 14,771 132,125 SH   SOLE   130,815 0 1,310
LOCKHEED MARTIN CORP COM 539830109 14,513 39,922 SH   SOLE   39,442 0 480
PEPSICO INC COM 713448108 14,356 109,480 SH   SOLE   108,230 0 1,250
BANK AMER CORP 7.25%CNV PFD L 060505682 14,292 10,417 SH   SOLE   10,310 0 107
MICROCHIP TECHNOLOGY INC COM 595017104 13,171 151,920 SH   SOLE   150,240 0 1,680
CHEVRON CORP NEW COM 166764100 12,130 97,483 SH   SOLE   96,333 0 1,150
APPLE INC COM 037833100 10,404 52,568 SH   SOLE   51,948 0 620
VERIZON COMMUNICATIONS INC COM 92343V104 9,764 170,912 SH   SOLE   168,312 0 2,600
MICROSOFT CORP COM 594918104 9,039 67,478 SH   SOLE   66,228 0 1,250
JOHNSON & JOHNSON COM 478160104 7,094 50,934 SH   SOLE   49,974 0 960
SCHLUMBERGER LTD COM 806857108 6,736 169,516 SH   SOLE   167,466 0 2,050
KRAFT HEINZ CO COM 500754106 6,673 214,985 SH   SOLE   212,665 0 2,320
CULLEN FROST BANKERS INC COM 229899109 3,971 42,400 SH   SOLE   42,400 0 0
EXXON MOBIL CORP COM 30231G102 938 12,250 SH   SOLE   12,250 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 737 18,200 SH   SOLE   18,200 0 0
TRAVELERS COMPANIES INC COM 89417E109 656 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 520 2,609 SH   SOLE   2,609 0 0
COLGATE PALMOLIVE CO COM 194162103 421 5,888 SH   SOLE   5,888 0 0
AT&T INC COM 00206R102 402 12,011 SH   SOLE   12,011 0 0
HOME DEPOT INC COM 437076102 301 1,450 SH   SOLE   1,450 0 0
SUN LIFE FINL INC COM 866796105 283 6,857 SH   SOLE   6,857 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 215 3,310 SH   SOLE   3,310 0 0
PROCTER AND GAMBLE CO COM 742718109 200 1,830 SH   SOLE   1,830 0 0