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 108,686 1,406,942 SH   SOLE   1,403,242 0 3,700
POOL CORPORATION COM 73278L105 94,183 466,949 SH   SOLE   466,420 0 529
VISA INC COM CL A 92826C839 85,493 497,027 SH   SOLE   496,435 0 592
HOWARD HUGHES CORP COM 44267D107 84,238 649,988 SH   SOLE   649,198 0 790
STERIS PLC SHS USD G8473T100 81,655 565,126 SH   SOLE   564,446 0 680
TELEFLEX INC COM 879369106 80,777 237,757 SH   SOLE   237,467 0 290
FIRST HAWAIIAN INC COM 32051X108 80,467 3,013,752 SH   SOLE   3,005,032 0 8,720
ROPER TECHNOLOGIES INC COM 776696106 79,701 223,504 SH   SOLE   223,224 0 280
WABCO HLDGS INC COM 92927K102 73,409 548,855 SH   SOLE   548,125 0 730
ON SEMICONDUCTOR CORP COM 682189105 69,115 3,597,897 SH   SOLE   3,593,227 0 4,670
LKQ CORP COM 501889208 68,951 2,192,414 SH   SOLE   2,190,014 0 2,400
EBIX INC COM NEW 278715206 68,600 1,629,462 SH   SOLE   1,626,952 0 2,510
KEARNY FINL CORP MD COM 48716P108 63,670 4,882,711 SH   SOLE   4,876,171 0 6,540
AXON ENTERPRISE INC COM 05464C101 59,899 1,054,941 SH   SOLE   1,053,551 0 1,390
EURONET WORLDWIDE INC COM 298736109 59,089 403,890 SH   SOLE   403,320 0 570
ABIOMED INC COM 003654100 54,525 306,513 SH   SOLE   306,063 0 450
LEGGETT & PLATT INC COM 524660107 51,244 1,251,687 SH   SOLE   1,247,527 0 4,160
3-D SYS CORP DEL COM NEW 88554D205 34,009 4,172,958 SH   SOLE   4,167,058 0 5,900
WESTERN DIGITAL CORP COM 958102105 21,043 352,850 SH   SOLE   352,850 0 0
ABBOTT LABS COM 002824100 17,438 208,425 SH   SOLE   206,735 0 1,690
BANK AMER CORP 7.25%CNV PFD L 060505682 16,288 10,865 SH   SOLE   10,758 0 107
JPMORGAN CHASE & CO COM 46625H100 15,818 134,412 SH   SOLE   133,102 0 1,310
LOCKHEED MARTIN CORP COM 539830109 15,454 39,622 SH   SOLE   39,342 0 280
PEPSICO INC COM 713448108 14,864 108,420 SH   SOLE   107,620 0 800
MICROCHIP TECHNOLOGY INC COM 595017104 14,053 151,260 SH   SOLE   150,180 0 1,080
CHEVRON CORP NEW COM 166764100 12,646 106,633 SH   SOLE   105,483 0 1,150
CVS HEALTH CORP COM 126650100 12,348 195,790 SH   SOLE   193,790 0 2,000
APPLE INC COM 037833100 11,382 50,821 SH   SOLE   50,201 0 620
VERIZON COMMUNICATIONS INC COM 92343V104 10,139 167,987 SH   SOLE   166,287 0 1,700
MICROSOFT CORP COM 594918104 9,226 66,365 SH   SOLE   65,115 0 1,250
JOHNSON & JOHNSON COM 478160104 6,919 53,479 SH   SOLE   52,519 0 960
SCHLUMBERGER LTD COM 806857108 6,149 179,976 SH   SOLE   177,926 0 2,050
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,234 181,422 SH   SOLE   181,422 0 0
EXXON MOBIL CORP COM 30231G102 864 12,250 SH   SOLE   12,250 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 718 18,200 SH   SOLE   18,200 0 0
JUST ENERGY GROUP INC COM 48213W101 711 300,000 SH   SOLE   300,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 653 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 468 2,609 SH   SOLE   2,609 0 0
AT&T INC COM 00206R102 454 12,011 SH   SOLE   12,011 0 0
COLGATE PALMOLIVE CO COM 194162103 432 5,888 SH   SOLE   5,888 0 0
HOME DEPOT INC COM 437076102 324 1,400 SH   SOLE   1,400 0 0
SUN LIFE FINL INC COM 866796105 242 5,407 SH   SOLE   5,407 0 0