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
STERIS PLC SHS USD G8473T100 107,106 607,904 SH   SOLE   606,514 0 1,390
VISA INC COM CL A 92826C839 97,720 488,676 SH   SOLE   488,084 0 592
POOL CORP COM 73278L105 89,822 268,494 SH   SOLE   268,125 0 369
CEASARS ENTERTAINMENT INC NE COM 12769G100 81,932 1,461,520 SH   SOLE   1,459,210 0 2,310
ROPER TECHNOLOGIES INC COM 776696106 79,541 201,316 SH   SOLE   201,036 0 280
ON SEMICONDUCTOR CORP COM 682189105 77,655 3,580,237 SH   SOLE   3,575,567 0 4,670
PROGRESSIVE CORP COM 743315103 74,279 784,614 SH   SOLE   782,464 0 2,150
TELEFLEX INCORPORATED COM 879369106 72,916 214,196 SH   SOLE   213,906 0 290
STRYKER CORPORATION COM 863667101 67,239 322,692 SH   SOLE   322,192 0 500
EHEALTH INC COM 28238P109 66,747 844,899 SH   SOLE   843,539 0 1,360
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 63,233 663,383 SH   SOLE   662,353 0 1,030
ABIOMED INC COM 003654100 62,610 225,980 SH   SOLE   225,610 0 370
LKQ CORP COM 501889208 58,200 2,098,822 SH   SOLE   2,096,422 0 2,400
EURONET WORLDWIDE INC COM 298736109 54,347 596,568 SH   SOLE   595,628 0 940
FIRST HAWAIIAN INC COM 32051X108 43,955 3,037,723 SH   SOLE   3,029,003 0 8,720
HOWARD HUGHES CORP COM 44267D107 34,412 597,446 SH   SOLE   596,656 0 790
EBIX INC COM NEW 278715206 33,567 1,629,498 SH   SOLE   1,626,988 0 2,510
KEARNY FINL CORP MD COM 48716P108 33,435 4,637,444 SH   SOLE   4,630,904 0 6,540
HUNT J B TRANS SVCS INC COM 445658107 26,291 208,039 SH   SOLE   207,639 0 400
ABBOTT LABS COM 002824100 22,395 205,780 SH   SOLE   204,090 0 1,690
TTEC HLDGS INC COM 89854H102 20,085 368,204 SH   SOLE   367,104 0 1,100
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 17,509 11,767 SH   SOLE   11,660 0 107
LEGGETT & PLATT INC COM 524660107 15,495 376,380 SH   SOLE   373,720 0 2,660
LOCKHEED MARTIN CORP COM 539830109 15,456 40,327 SH   SOLE   40,047 0 280
PEPSICO INC COM 713448108 15,381 110,980 SH   SOLE   110,180 0 800
JPMORGAN CHASE & CO COM 46625H100 14,954 155,344 SH   SOLE   153,894 0 1,450
MICROSOFT CORP COM 594918104 14,154 67,297 SH   SOLE   66,047 0 1,250
MICROCHIP TECHNOLOGY INC COM 595017104 14,036 136,595 SH   SOLE   135,515 0 1,080
CVS HEALTH CORP COM 126650100 13,020 222,950 SH   SOLE   220,950 0 2,000
MONDELEZ INTL INC CL A 609207105 12,123 211,035 SH   SOLE   209,215 0 1,820
VERIZON COMMUNICATIONS INC COM 92343V104 10,874 182,792 SH   SOLE   180,952 0 1,840
APPLE INC COM 037833100 9,603 82,924 SH   SOLE   81,804 0 1,120
SCHLUMBERGER LTD COM 806857108 9,336 600,036 SH   SOLE   594,526 0 5,510
JOHNSON & JOHNSON COM 478160104 8,322 55,904 SH   SOLE   55,204 0 700
CHEVRON CORP NEW COM 166764100 7,810 108,472 SH   SOLE   107,322 0 1,150
OPEN LENDING CORP COM CL A 68373J104 7,759 304,305 SH   SOLE   304,305 0 0
COLGATE PALMOLIVE CO COM 194162103 7,161 92,828 SH   SOLE   91,473 0 1,355
REYNOLDS CONSUMER PRODS INC COM 76171L106 6,851 223,758 SH   SOLE   220,538 0 3,220
PFIZER INC COM 717081103 5,641 153,715 SH   SOLE   150,870 0 2,845
OMNICELL COM COM 68213N109 3,642 48,789 SH   SOLE   48,789 0 0
DRAFTKINGS INC COM CL A 26142R104 2,147 36,500 SH   SOLE   36,500 0 0
FIRST HORIZON NATL CORP COM 320517105 1,321 140,155 SH   SOLE   140,155 0 0
AXON ENTERPRISE INC COM 05464C101 1,088 12,000 SH   SOLE   12,000 0 0
PAYSIGN INC COM 70451A104 1,002 176,500 SH   SOLE   176,500 0 0
NORFOLK SOUTHN CORP COM 655844108 558 2,609 SH   SOLE   2,609 0 0
TRAVELERS COMPANIES INC COM 89417E109 475 4,393 SH   SOLE   4,393 0 0
AMAZON COM INC COM 023135106 440 140 SH   SOLE   140 0 0
EXXON MOBIL CORP COM 30231G102 392 11,421 SH   SOLE   11,421 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 368 13,700 SH   SOLE   13,700 0 0
COLLPLANT BIOTECHNOLOGIES LT ADS 19516R107 356 42,800 SH   SOLE   42,800 0 0
HOME DEPOT INC COM 437076102 319 1,150 SH   SOLE   1,150 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 286 650 SH   SOLE   650 0 0
AT&T INC COM 00206R102 233 8,177 SH   SOLE   8,177 0 0
3-D SYS CORP DEL COM NEW 88554D205 221 45,200 SH   SOLE   45,200 0 0
SUN LIFE FINANCIAL INC. COM 866796105 220 5,407 SH   SOLE   5,407 0 0
STAMPS COM INC COM NEW 852857200 204 850 SH   SOLE   850 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 101 20,000 SH   SOLE   20,000 0 0