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
POOL CORPORATION COM 73278L105 107,357 734,219 SH   SOLE   730,770 0 3,449
VISA INC COM CL A 92826C839 102,587 857,612 SH   SOLE   854,250 0 3,362
WESTERN DIGITAL CORP COM 958102105 94,183 1,020,735 SH   SOLE   1,015,935 0 4,800
FINANCIAL ENGINES INC COM 317485100 89,501 2,557,174 SH   SOLE   2,548,174 0 9,000
HOWARD HUGHES CORP COM 44267D107 87,393 628,143 SH   SOLE   626,078 0 2,065
STERIS PLC SHS USD G84720104 87,038 932,293 SH   SOLE   929,243 0 3,050
LKQ CORP COM 501889208 86,852 2,288,610 SH   SOLE   2,281,110 0 7,500
PROGRESSIVE CORP OHIO COM 743315103 83,910 1,377,169 SH   SOLE   1,369,769 0 7,400
AXON ENTERPRISE INC COM 05464C101 82,254 2,092,446 SH   SOLE   2,084,046 0 8,400
EBIX INC COM NEW 278715206 79,679 1,069,521 SH   SOLE   1,065,221 0 4,300
CYPRESS SEMICONDUCTOR CORP COM 232806109 79,561 4,691,150 SH   SOLE   4,675,150 0 16,000
2U INC COM 90214J101 79,480 945,859 SH   SOLE   942,909 0 2,950
LEGGETT & PLATT INC COM 524660107 68,444 1,542,939 SH   SOLE   1,536,789 0 6,150
EURONET WORLDWIDE INC COM 298736109 67,569 856,178 SH   SOLE   853,078 0 3,100
3-D SYS CORP DEL COM NEW 88554D205 67,026 5,783,110 SH   SOLE   5,763,110 0 20,000
FIRST HAWAIIAN INC COM 32051X108 62,969 2,262,646 SH   SOLE   2,249,146 0 13,500
GENESEE & WYO INC CL A 371559105 59,866 845,688 SH   SOLE   842,538 0 3,150
APACHE CORP COM 037411105 54,839 1,425,135 SH   SOLE   1,419,535 0 5,600
KEARNY FINL CORP MD COM 48716P108 48,949 3,765,363 SH   SOLE   3,749,463 0 15,900
ACUITY BRANDS INC COM 00508Y102 23,518 168,966 SH   SOLE   168,626 0 340
MICROCHIP TECHNOLOGY INC COM 595017104 14,409 157,720 SH   SOLE   155,670 0 2,050
ABBOTT LABS COM 002824100 14,067 234,765 SH   SOLE   231,965 0 2,800
JPMORGAN CHASE & CO COM 46625H100 13,808 125,565 SH   SOLE   124,015 0 1,550
PINNACLE FOODS INC DEL COM 72348P104 11,647 215,300 SH   SOLE   212,900 0 2,400
PEPSICO INC COM 713448108 11,528 105,620 SH   SOLE   104,370 0 1,250
BANK AMER CORP 7.25%CNV PFD L 060505682 11,098 8,607 SH   SOLE   8,500 0 107
KRAFT HEINZ CO COM 500754106 10,660 171,140 SH   SOLE   168,990 0 2,150
MICROSOFT CORP COM 594918104 10,404 113,996 SH   SOLE   111,596 0 2,400
SCHLUMBERGER LTD COM 806857108 10,020 154,686 SH   SOLE   152,936 0 1,750
APPLE INC COM 037833100 9,493 56,581 SH   SOLE   55,531 0 1,050
VERIZON COMMUNICATIONS INC COM 92343V104 8,129 170,002 SH   SOLE   167,402 0 2,600
CULLEN FROST BANKERS INC COM 229899109 7,867 74,175 SH   SOLE   72,675 0 1,500
LOCKHEED MARTIN CORP COM 539830109 7,419 21,957 SH   SOLE   21,407 0 550
CHEVRON CORP NEW COM 166764100 7,106 62,313 SH   SOLE   61,013 0 1,300
JOHNSON & JOHNSON COM 478160104 6,506 50,774 SH   SOLE   49,724 0 1,050
GENERAL ELECTRIC CO COM 369604103 6,265 464,800 SH   SOLE   454,100 0 10,700
BLOCK H & R INC COM 093671105 957 37,700 SH   SOLE   37,700 0 0
EXXON MOBIL CORP COM 30231G102 909 12,189 SH   SOLE   12,189 0 0
TRAVELERS COMPANIES INC COM 89417E109 610 4,393 SH   SOLE   4,393 0 0
COLGATE PALMOLIVE CO COM 194162103 465 6,488 SH   SOLE   6,488 0 0
DOWDUPONT INC COM 26078J100 427 6,712 SH   SOLE   6,712 0 0
AT&T INC COM 00206R102 381 10,704 SH   SOLE   10,204 0 500
NORFOLK SOUTHERN CORP COM 655844108 354 2,609 SH   SOLE   2,609 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 347 5,443 SH   SOLE   5,443 0 0
REPUBLIC SVCS INC COM 760759100 337 5,100 SH   SOLE   5,100 0 0
WELLS FARGO CO NEW COM 949746101 326 6,225 SH   SOLE   6,225 0 0
CATERPILLAR INC DEL COM 149123101 316 2,150 SH   SOLE   2,150 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 294 4,650 SH   SOLE   4,650 0 0
AMGEN INC COM 031162100 272 1,600 SH   SOLE   1,100 0 500
HOME DEPOT INC COM 437076102 258 1,450 SH   SOLE   1,450 0 0
PROCTER AND GAMBLE CO COM 742718109 224 2,827 SH   SOLE   2,327 0 500
3M CO COM 88579Y101 212 967 SH   SOLE   967 0 0
GULFPORT ENERGY CORP COM NEW 402635304 161 16,750 SH   SOLE   16,750 0 0