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
EHEALTH INC COM 28238P109 111,806 793,970 SH   SOLE   793,090 0 880
PROGRESSIVE CORP OHIO COM 743315103 100,728 1,364,142 SH   SOLE   1,360,442 0 3,700
POOL CORPORATION COM 73278L105 90,274 458,780 SH   SOLE   458,251 0 529
STERIS PLC SHS USD G8473T100 85,401 610,141 SH   SOLE   608,751 0 1,390
VISA INC COM CL A 92826C839 80,541 499,888 SH   SOLE   499,296 0 592
ROPER TECHNOLOGIES INC COM 776696106 70,139 224,942 SH   SOLE   224,662 0 280
TELEFLEX INCORPORATED COM 879369106 69,493 237,291 SH   SOLE   237,001 0 290
FIRST HAWAIIAN INC COM 32051X108 49,371 2,986,782 SH   SOLE   2,978,062 0 8,720
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 46,232 635,758 SH   SOLE   634,728 0 1,030
ON SEMICONDUCTOR CORP COM 682189105 44,838 3,604,407 SH   SOLE   3,599,737 0 4,670
LKQ CORP COM 501889208 43,713 2,131,312 SH   SOLE   2,128,912 0 2,400
KEARNY FINL CORP MD COM 48716P108 41,160 4,791,691 SH   SOLE   4,785,151 0 6,540
EURONET WORLDWIDE INC COM 298736109 37,843 441,473 SH   SOLE   440,793 0 680
HOWARD HUGHES CORP COM 44267D107 31,472 622,969 SH   SOLE   622,179 0 790
3-D SYS CORP DEL COM NEW 88554D205 29,502 3,826,503 SH   SOLE   3,820,603 0 5,900
EBIX INC COM NEW 278715206 24,537 1,616,404 SH   SOLE   1,613,894 0 2,510
ABIOMED INC COM 003654100 21,911 150,950 SH   SOLE   150,500 0 450
ABBOTT LABS COM 002824100 16,386 207,655 SH   SOLE   205,965 0 1,690
ELDORADO RESORTS INC COM 28470R102 15,374 1,067,665 SH   SOLE   1,066,025 0 1,640
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 14,879 11,753 SH   SOLE   11,646 0 107
PEPSICO INC COM 713448108 14,567 121,290 SH   SOLE   120,490 0 800
WESTERN DIGITAL CORP. COM 958102105 14,248 342,340 SH   SOLE   342,340 0 0
LOCKHEED MARTIN CORP COM 539830109 14,029 41,392 SH   SOLE   41,112 0 280
APPLE INC COM 037833100 13,444 52,870 SH   SOLE   52,250 0 620
CVS HEALTH CORP COM 126650100 13,377 225,470 SH   SOLE   223,470 0 2,000
JPMORGAN CHASE & CO COM 46625H100 12,032 133,652 SH   SOLE   132,342 0 1,310
MICROSOFT CORP COM 594918104 10,932 69,320 SH   SOLE   68,070 0 1,250
MICROCHIP TECHNOLOGY INC COM 595017104 9,597 141,555 SH   SOLE   140,475 0 1,080
VERIZON COMMUNICATIONS INC COM 92343V104 9,504 176,887 SH   SOLE   175,187 0 1,700
CHEVRON CORP NEW COM 166764100 8,654 119,433 SH   SOLE   118,283 0 1,150
LEGGETT & PLATT INC COM 524660107 7,126 267,105 SH   SOLE   266,085 0 1,020
JOHNSON & JOHNSON COM 478160104 6,924 52,804 SH   SOLE   52,104 0 700
SCHLUMBERGER LTD COM 806857108 5,044 373,926 SH   SOLE   371,876 0 2,050
AXON ENTERPRISE INC COM 05464C101 2,545 35,970 SH   SOLE   35,970 0 0
IBERIABANK CORP COM 450828108 1,026 28,375 SH   SOLE   28,375 0 0
PAYSIGN INC COM 70451A104 895 173,500 SH   SOLE   173,500 0 0
EXXON MOBIL CORP COM 30231G102 469 12,360 SH   SOLE   12,360 0 0
TRAVELERS COMPANIES INC COM 89417E109 436 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 390 5,888 SH   SOLE   5,888 0 0
NORFOLK SOUTHERN CORP COM 655844108 380 2,609 SH   SOLE   2,609 0 0
AT&T INC COM 00206R102 350 12,011 SH   SOLE   12,011 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 345 13,700 SH   SOLE   13,700 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 314 2,440 SH   SOLE   2,440 0 0
HOME DEPOT INC COM 437076102 261 1,400 SH   SOLE   1,400 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 217 1,190 SH   SOLE   1,190 0 0
AMAZON COM INC COM 023135106 208 107 SH   SOLE   107 0 0