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
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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
ON SEMICONDUCTOR CORP COM 682189105 113,386 3,464,287 SH   SOLE   3,459,617 0 4,670
CEASARS ENTERTAINMENT INC NE COM 12769G100 107,701 1,450,135 SH   SOLE   1,447,825 0 2,310
VISA INC COM CL A 92826C839 105,520 482,424 SH   SOLE   481,832 0 592
POOL CORP COM 73278L105 97,666 262,191 SH   SOLE   261,822 0 369
EURONET WORLDWIDE INC COM 298736109 90,085 621,623 SH   SOLE   620,553 0 1,070
TELEFLEX INCORPORATED COM 879369106 87,466 212,519 SH   SOLE   212,229 0 290
ROPER TECHNOLOGIES INC COM 776696106 86,142 199,826 SH   SOLE   199,546 0 280
STERIS PLC SHS USD G8473T100 82,093 433,119 SH   SOLE   431,914 0 1,205
PROGRESSIVE CORP COM 743315103 81,599 825,239 SH   SOLE   822,924 0 2,315
ABIOMED INC COM 003654100 81,114 250,200 SH   SOLE   249,830 0 370
STRYKER CORPORATION COM 863667101 78,762 321,426 SH   SOLE   320,926 0 500
FIRST HAWAIIAN INC COM 32051X108 70,861 3,005,157 SH   SOLE   2,996,437 0 8,720
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 63,854 642,073 SH   SOLE   641,043 0 1,030
EBIX INC COM NEW 278715206 59,458 1,565,933 SH   SOLE   1,563,423 0 2,510
EHEALTH INC COM 28238P109 59,453 842,001 SH   SOLE   840,641 0 1,360
KEARNY FINL CORP MD COM 48716P108 45,943 4,350,744 SH   SOLE   4,344,204 0 6,540
PALOMAR HLDGS INC COM 69753M105 32,173 362,149 SH   SOLE   361,519 0 630
HUNT J B TRANS SVCS INC COM 445658107 28,428 208,039 SH   SOLE   207,639 0 400
TTEC HLDGS INC COM 89854H102 26,694 366,034 SH   SOLE   364,934 0 1,100
ABBOTT LABS COM 002824100 22,340 204,040 SH   SOLE   202,350 0 1,690
JPMORGAN CHASE & CO COM 46625H100 20,070 157,948 SH   SOLE   156,498 0 1,450
MICROCHIP TECHNOLOGY INC. COM 595017104 18,689 135,320 SH   SOLE   134,240 0 1,080
LEGGETT & PLATT INC COM 524660107 17,424 393,325 SH   SOLE   390,665 0 2,660
PEPSICO INC COM 713448108 17,000 114,633 SH   SOLE   113,833 0 800
LOCKHEED MARTIN CORP COM 539830109 16,533 46,577 SH   SOLE   46,297 0 280
CVS HEALTH CORP COM 126650100 15,881 232,525 SH   SOLE   230,525 0 2,000
MICROSOFT CORP COM 594918104 14,771 66,412 SH   SOLE   65,162 0 1,250
MONDELEZ INTL INC CL A 609207105 14,500 248,000 SH   SOLE   246,180 0 1,820
CHEVRON CORP NEW COM 166764100 14,300 169,335 SH   SOLE   167,865 0 1,470
REYNOLDS CONSUMER PRODS INC COM 76171L106 14,078 468,665 SH   SOLE   465,445 0 3,220
OPEN LENDING CORP COM CL A 68373J104 10,638 304,305 SH   SOLE   304,305 0 0
JOHNSON & JOHNSON COM 478160104 9,520 60,494 SH   SOLE   59,794 0 700
COLGATE PALMOLIVE CO COM 194162103 8,121 94,978 SH   SOLE   93,623 0 1,355
VERIZON COMMUNICATIONS INC COM 92343V104 8,063 137,257 SH   SOLE   135,417 0 1,840
PFIZER INC COM 717081103 7,467 202,865 SH   SOLE   200,020 0 2,845
APPLE INC COM 037833100 7,163 53,985 SH   SOLE   53,115 0 870
SHATTUCK LABS INC COM 82024L103 6,566 125,300 SH   SOLE   125,300 0 0
OMNICELL COM COM 68213N109 5,861 48,839 SH   SOLE   48,839 0 0
FIRST HORIZON CORPORATION COM 320517105 1,788 140,155 SH   SOLE   140,155 0 0
AXON ENTERPRISE INC COM 05464C101 1,470 12,000 SH   SOLE   12,000 0 0
COLLPLANT BIOTECHNOLOGIES LT ADS 19516R107 946 87,850 SH   SOLE   87,850 0 0
TRAVELERS COMPANIES INC COM 89417E109 616 4,393 SH   SOLE   4,393 0 0
NORFOLK SOUTHN CORP COM 655844108 587 2,472 SH   SOLE   2,472 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 514 13,700 SH   SOLE   13,700 0 0
AMAZON COM INC COM 023135106 410 126 SH   SOLE   126 0 0
LKQ CORP COM 501889208 370 10,500 SH   SOLE   10,500 0 0
HOME DEPOT INC COM 437076102 305 1,150 SH   SOLE   1,150 0 0
EXXON MOBIL CORP COM 30231G102 303 7,364 SH   SOLE   7,364 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 302 650 SH   SOLE   650 0 0
SCHLUMBERGER LTD COM 806857108 292 13,410 SH   SOLE   13,410 0 0
STAMPS COM INC COM NEW 852857200 274 1,400 SH   SOLE   1,400 0 0
SUN LIFE FINANCIAL INC. COM 866796105 240 5,407 SH   SOLE   5,407 0 0
AT&T INC COM 00206R102 235 8,177 SH   SOLE   8,177 0 0
HONEYWELL INTL INC COM 438516106 212 1,000 SH   SOLE   1,000 0 0
LINDE PLC SHS G5494J103 201 762 SH   SOLE   762 0 0
UNIVERSAL TECH INSTITUTE COM 913915104 129 20,000 SH   SOLE   20,000 0 0
PAYSIGN INC COM 70451A104 76 16,500 SH   SOLE   16,500 0 0