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
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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
ROPER TECHNOLOGIES INC COM 776696106 81,327 182,295 SH   SOLE   182,015 0 280
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 78,625 564,349 SH   SOLE   563,394 0 955
STRYKER CORPORATION COM 863667101 78,549 297,851 SH   SOLE   297,351 0 500
FIRST HAWAIIAN INC COM 32051X108 76,240 2,597,629 SH   SOLE   2,588,909 0 8,720
EURONET WORLDWIDE INC COM 298736109 76,013 597,213 SH   SOLE   596,143 0 1,070
STERIS PLC SHS USD G8473T100 74,385 364,135 SH   SOLE   362,930 0 1,205
PALOMAR HLDGS INC COM 69753M105 74,222 918,251 SH   SOLE   916,536 0 1,715
ON SEMICONDUCTOR CORP COM 682189105 73,404 1,603,778 SH   SOLE   1,600,663 0 3,115
CAESARS ENTERTAINMENT INC NE COM 12769G100 72,330 644,195 SH   SOLE   643,015 0 1,180
TELEFLEX INCORPORATED COM 879369106 72,330 192,087 SH   SOLE   191,797 0 290
POOL CORP COM 73278L105 70,377 162,007 SH   SOLE   161,738 0 269
OPEN LENDING CORP COM CL A 68373J104 69,828 1,935,924 SH   SOLE   1,932,229 0 3,695
VIACOMCBS INC CL B 92556H206 68,371 1,730,475 SH   SOLE   1,727,310 0 3,165
PROGRESSIVE CORP COM 743315103 66,898 740,109 SH   SOLE   737,794 0 2,315
VISA INC COM CL A 92826C839 66,689 299,390 SH   SOLE   298,873 0 517
FREEPORT-MCMORAN INC CL B 35671D857 63,575 1,954,370 SH   SOLE   1,950,385 0 3,985
KEARNY FINL CORP MD COM 48716P108 47,396 3,813,069 SH   SOLE   3,806,529 0 6,540
EHEALTH INC COM 28238P109 45,450 1,122,243 SH   SOLE   1,120,153 0 2,090
TTEC HLDGS INC COM 89854H102 40,210 429,923 SH   SOLE   428,823 0 1,100
EBIX INC COM NEW 278715206 37,839 1,405,088 SH   SOLE   1,402,578 0 2,510
HUNT J B TRANS SVCS INC COM 445658107 34,789 208,044 SH   SOLE   207,644 0 400
PAYA HOLDINGS INC COM CL A 70434P103 32,264 2,968,187 SH   SOLE   2,963,287 0 4,900
PORCH GROUP INC COM 733245104 30,073 1,700,978 SH   SOLE   1,697,523 0 3,455
JPMORGAN CHASE & CO COM 46625H100 25,667 156,807 SH   SOLE   155,357 0 1,450
ABBOTT LABS COM 002824100 23,379 197,915 SH   SOLE   196,225 0 1,690
CVS HEALTH CORP COM 126650100 21,426 252,490 SH   SOLE   250,490 0 2,000
MICROCHIP TECHNOLOGY INC. COM 595017104 20,948 136,480 SH   SOLE   135,400 0 1,080
CHEVRON CORP NEW COM 166764100 17,691 174,388 SH   SOLE   172,918 0 1,470
LEGGETT & PLATT INC COM 524660107 17,094 381,223 SH   SOLE   378,563 0 2,660
LOCKHEED MARTIN CORP COM 539830109 16,506 47,830 SH   SOLE   47,525 0 305
PEPSICO INC COM 713448108 16,333 108,593 SH   SOLE   107,793 0 800
MONDELEZ INTL INC CL A 609207105 15,305 263,070 SH   SOLE   261,250 0 1,820
REYNOLDS CONSUMER PRODS INC COM 76171L106 14,936 546,315 SH   SOLE   542,245 0 4,070
ABIOMED INC COM 003654100 11,759 36,126 SH   SOLE   36,126 0 0
PFIZER INC COM 717081103 10,829 251,785 SH   SOLE   248,940 0 2,845
JOHNSON & JOHNSON COM 478160104 9,656 59,790 SH   SOLE   59,090 0 700
COLGATE PALMOLIVE CO COM 194162103 9,336 123,532 SH   SOLE   122,177 0 1,355
MICROSOFT CORP COM 594918104 9,269 32,880 SH   SOLE   32,470 0 410
VERIZON COMMUNICATIONS INC COM 92343V104 8,665 160,434 SH   SOLE   158,399 0 2,035
NEWELL BRANDS INC COM 651229106 8,249 372,605 SH   SOLE   367,820 0 4,785
APPLE INC COM 037833100 7,491 52,940 SH   SOLE   52,070 0 870
OMNICELL COM COM 68213N109 6,964 46,924 SH   SOLE   46,924 0 0
COLLPLANT BIOTECHNOLOGIES LT SHS NEW M2R51X116 4,193 248,150 SH   SOLE   248,150 0 0
FIRST HORIZON CORPORATION COM 320517105 2,283 140,155 SH   SOLE   140,155 0 0
SHATTUCK LABS INC COM 82024L103 2,165 106,263 SH   SOLE   106,263 0 0
AXON ENTERPRISE INC COM 05464C101 1,132 6,470 SH   SOLE   6,470 0 0
NORFOLK SOUTHN CORP COM 655844108 527 2,205 SH   SOLE   2,205 0 0
TRAVELERS COMPANIES INC COM 89417E109 521 3,433 SH   SOLE   3,433 0 0
AMAZON COM INC COM 023135106 423 129 SH   SOLE   129 0 0
SCHLUMBERGER LTD COM STK 806857108 397 13,410 SH   SOLE   13,410 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 371 650 SH   SOLE   650 0 0
2U INC COM 90214J101 369 11,000 SH   SOLE   11,000 0 0
HOME DEPOT INC COM 437076102 369 1,125 SH   SOLE   1,125 0 0
ADAMS DIVERSIFIED EQUITY FD COM 006212104 330 16,697 SH   SOLE   16,697 0 0
EXXON MOBIL CORP COM 30231G102 315 5,364 SH   SOLE   5,364 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 299 30,000 SH   SOLE   30,000 0 0
PROCTER AND GAMBLE CO COM 742718109 279 2,000 SH   SOLE   2,000 0 0
SUN LIFE FINANCIAL INC. COM 866796105 278 5,407 SH   SOLE   5,407 0 0
LINDE PLC SHS G5494J103 223 762 SH   SOLE   762 0 0
HONEYWELL INTL INC COM 438516106 212 1,000 SH   SOLE   1,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 202 30,000 SH   SOLE   30,000 0 0
AT&T INC COM 00206R102 201 7,477 SH   SOLE   7,477 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G861 107 12,500 SH   SOLE   12,500 0 0
PROSHARES TR ULTPRO SHT 2017 74347G747 100 10,400 SH   SOLE   10,400 0 0