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 101,232 1,398,432 SH   SOLE   1,394,732 0 3,700
POOL CORPORATION COM 73278L105 98,545 464,006 SH   SOLE   463,477 0 529
EHEALTH INC COM 28238P109 96,796 1,007,458 SH   SOLE   1,005,948 0 1,510
VISA INC COM CL A 92826C839 93,934 499,918 SH   SOLE   499,326 0 592
TELEFLEX INC COM 879369106 88,947 236,287 SH   SOLE   235,997 0 290
ON SEMICONDUCTOR CORP COM 682189105 88,068 3,612,327 SH   SOLE   3,607,657 0 4,670
FIRST HAWAIIAN INC COM 32051X108 86,886 3,011,652 SH   SOLE   3,002,932 0 8,720
STERIS PLC SHS USD G8473T100 85,707 562,311 SH   SOLE   561,631 0 680
HOWARD HUGHES CORP COM 44267D107 79,831 629,588 SH   SOLE   628,798 0 790
ROPER TECHNOLOGIES INC COM 776696106 79,405 224,164 SH   SOLE   223,884 0 280
LKQ CORP COM 501889208 77,109 2,159,924 SH   SOLE   2,157,524 0 2,400
WABCO HLDGS INC COM 92927K102 69,718 514,529 SH   SOLE   513,799 0 730
KEARNY FINL CORP MD COM 48716P108 66,830 4,832,321 SH   SOLE   4,825,781 0 6,540
EURONET WORLDWIDE INC COM 298736109 64,798 411,260 SH   SOLE   410,690 0 570
EBIX INC COM NEW 278715206 51,982 1,555,892 SH   SOLE   1,553,382 0 2,510
3-D SYS CORP DEL COM NEW 88554D205 33,728 3,854,673 SH   SOLE   3,848,773 0 5,900
ABIOMED INC COM 003654100 26,132 153,190 SH   SOLE   152,740 0 450
WESTERN DIGITAL CORP COM 958102105 22,131 348,700 SH   SOLE   348,700 0 0
JPMORGAN CHASE & CO COM 46625H100 18,649 133,782 SH   SOLE   132,472 0 1,310
ABBOTT LABS COM 002824100 18,071 208,055 SH   SOLE   206,365 0 1,690
BANK AMER CORP 7.25%CNV PFD L 060505682 17,025 11,750 SH   SOLE   11,643 0 107
PEPSICO INC COM 713448108 16,493 120,680 SH   SOLE   119,880 0 800
CVS HEALTH CORP COM 126650100 16,305 219,490 SH   SOLE   217,490 0 2,000
APPLE INC COM 037833100 15,561 52,995 SH   SOLE   52,375 0 620
MICROCHIP TECHNOLOGY INC COM 595017104 14,854 141,845 SH   SOLE   140,765 0 1,080
CHEVRON CORP NEW COM 166764100 14,637 121,463 SH   SOLE   120,313 0 1,150
LOCKHEED MARTIN CORP COM 539830109 14,637 37,592 SH   SOLE   37,312 0 280
LEGGETT & PLATT INC COM 524660107 13,576 267,105 SH   SOLE   266,085 0 1,020
MICROSOFT CORP COM 594918104 10,950 69,440 SH   SOLE   68,190 0 1,250
VERIZON COMMUNICATIONS INC COM 92343V104 10,314 167,987 SH   SOLE   166,287 0 1,700
AXON ENTERPRISE INC COM 05464C101 9,281 126,659 SH   SOLE   126,659 0 0
JOHNSON & JOHNSON COM 478160104 7,423 50,894 SH   SOLE   50,584 0 310
SCHLUMBERGER LTD COM 806857108 6,906 171,806 SH   SOLE   169,756 0 2,050
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,581 153,502 SH   SOLE   153,502 0 0
PAYSIGN INC COM 70451A104 1,761 173,500 SH   SOLE   173,500 0 0
EXXON MOBIL CORP COM 30231G102 854 12,250 SH   SOLE   12,250 0 0
TRAVELERS COMPANIES INC COM 89417E109 601 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 506 2,609 SH   SOLE   2,609 0 0
JUST ENERGY GROUP INC COM 48213W101 504 300,000 SH   SOLE   300,000 0 0
AT&T INC COM 00206R102 469 12,011 SH   SOLE   12,011 0 0
COLGATE PALMOLIVE CO COM 194162103 405 5,888 SH   SOLE   5,888 0 0
HOME DEPOT INC COM 437076102 305 1,400 SH   SOLE   1,400 0 0
PROCTER & GAMBLE CO COM 742718109 274 2,200 SH   SOLE   2,200 0 0
SUN LIFE FINL INC COM 866796105 246 5,407 SH   SOLE   5,407 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226 1,000 SH   SOLE   1,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 212 400 SH   SOLE   400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 211 650 SH   SOLE   650 0 0
DIREXION SHS ETF TR DAILY TECHNOLOGY 25460E562 80 11,300 SH   SOLE   11,300 0 0