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 108,602 1,355,672 SH   SOLE   1,351,972 0 3,700
VISA INC COM CL A 92826C839 94,789 490,706 SH   SOLE   490,114 0 592
STERIS PLC SHS USD G8473T100 93,358 608,436 SH   SOLE   607,046 0 1,390
ROPER TECHNOLOGIES INC COM 776696106 86,345 222,392 SH   SOLE   222,112 0 280
TELEFLEX INCORPORATED COM 879369106 85,455 234,781 SH   SOLE   234,491 0 290
POOL CORPORATION COM 73278L105 73,414 270,036 SH   SOLE   269,667 0 369
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 72,441 647,668 SH   SOLE   646,638 0 1,030
ON SEMICONDUCTOR CORP COM 682189105 70,727 3,568,477 SH   SOLE   3,563,807 0 4,670
ELDORADO RESORTS INC COM 28470R102 58,653 1,464,130 SH   SOLE   1,461,820 0 2,310
LKQ CORP COM 501889208 55,263 2,109,312 SH   SOLE   2,106,912 0 2,400
ABIOMED INC COM 003654100 55,107 228,130 SH   SOLE   227,760 0 370
EHEALTH INC COM 28238P109 52,203 531,386 SH   SOLE   530,726 0 660
FIRST HAWAIIAN INC COM 32051X108 52,137 3,024,229 SH   SOLE   3,015,509 0 8,720
EURONET WORLDWIDE INC COM 298736109 42,722 445,863 SH   SOLE   445,183 0 680
KEARNY FINL CORP MD COM 48716P108 38,903 4,755,941 SH   SOLE   4,749,401 0 6,540
EBIX INC COM NEW 278715206 35,620 1,593,054 SH   SOLE   1,590,544 0 2,510
HOWARD HUGHES CORP COM 44267D107 32,061 617,164 SH   SOLE   616,374 0 790
STRYKER CORPORATION COM 863667101 26,972 149,690 SH   SOLE   149,450 0 240
HUNT J B TRANS SVCS INC COM 445658107 24,699 205,250 SH   SOLE   204,850 0 400
3-D SYS CORP DEL COM NEW 88554D205 23,904 3,419,805 SH   SOLE   3,413,905 0 5,900
APPLE INC COM 037833100 18,863 51,710 SH   SOLE   51,090 0 620
ABBOTT LABS COM 002824100 18,611 203,555 SH   SOLE   201,865 0 1,690
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 16,059 11,965 SH   SOLE   11,858 0 107
PEPSICO INC COM 713448108 15,896 120,190 SH   SOLE   119,390 0 800
CVS HEALTH CORP COM 126650100 15,051 231,670 SH   SOLE   229,670 0 2,000
LOCKHEED MARTIN CORP COM 539830109 14,821 40,617 SH   SOLE   40,337 0 280
MICROCHIP TECHNOLOGY INC COM 595017104 14,791 140,455 SH   SOLE   139,375 0 1,080
JPMORGAN CHASE & CO COM 46625H100 14,645 155,702 SH   SOLE   154,252 0 1,450
TTEC HLDGS INC COM 89854H102 14,461 310,599 SH   SOLE   309,499 0 1,100
MICROSOFT CORP COM 594918104 13,797 67,800 SH   SOLE   66,550 0 1,250
CHEVRON CORP NEW COM 166764100 10,471 117,355 SH   SOLE   116,205 0 1,150
VERIZON COMMUNICATIONS INC COM 92343V104 9,751 176,887 SH   SOLE   175,187 0 1,700
LEGGETT & PLATT INC COM 524660107 9,266 263,620 SH   SOLE   262,600 0 1,020
JOHNSON & JOHNSON COM 478160104 8,098 57,584 SH   SOLE   56,884 0 700
SCHLUMBERGER LTD COM 806857108 6,731 366,041 SH   SOLE   363,991 0 2,050
PAYSIGN INC COM 70451A104 1,810 186,500 SH   SOLE   186,500 0 0
IBERIABANK CORP COM 450828108 1,392 30,575 SH   SOLE   30,575 0 0
AXON ENTERPRISE INC COM 05464C101 1,346 13,720 SH   SOLE   13,720 0 0
DRAFTKINGS INC COM CL A 26142R104 1,213 36,500 SH   SOLE   36,500 0 0
EXXON MOBIL CORP COM 30231G102 547 12,250 SH   SOLE   12,250 0 0
TRAVELERS COMPANIES INC COM 89417E109 501 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHERN CORP COM 655844108 458 2,609 SH   SOLE   2,609 0 0
COLGATE PALMOLIVE CO COM 194162103 431 5,888 SH   SOLE   5,888 0 0
MACQUARIE INFRASTRUCTURE CORP COM 55608B105 420 13,700 SH   SOLE   13,700 0 0
AMAZON COM INC COM 023135106 375 136 SH   SOLE   136 0 0
HOME DEPOT INC COM 437076102 350 1,400 SH   SOLE   1,400 0 0
AT&T INC COM 00206R102 340 11,261 SH   SOLE   11,261 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 254 1,625 SH   SOLE   1,625 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 235 650 SH   SOLE   650 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 204 1,600 SH   SOLE   1,600 0 0
LUMINEX CORP DEL COM 55027E102 201 6,200 SH   SOLE   6,200 0 0
COLLPLANT BIOTECHNOLOGIES LT ADS 19516R107 177 17,800 SH   SOLE   17,800 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 139 20,000 SH   SOLE   20,000 0 0