PROGRESSIVE CORP OHIO COM 743315103 108602 1355672 SH SOLE 1351972 0 3700 VISA INC COM CL A 92826C839 94789 490706 SH SOLE 490114 0 592 STERIS PLC SHS USD G8473T100 93358 608436 SH SOLE 607046 0 1390 ROPER TECHNOLOGIES INC COM 776696106 86345 222392 SH SOLE 222112 0 280 TELEFLEX INCORPORATED COM 879369106 85455 234781 SH SOLE 234491 0 290 POOL CORPORATION COM 73278L105 73414 270036 SH SOLE 269667 0 369 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 72441 647668 SH SOLE 646638 0 1030 ON SEMICONDUCTOR CORP COM 682189105 70727 3568477 SH SOLE 3563807 0 4670 ELDORADO RESORTS INC COM 28470R102 58653 1464130 SH SOLE 1461820 0 2310 LKQ CORP COM 501889208 55263 2109312 SH SOLE 2106912 0 2400 ABIOMED INC COM 003654100 55107 228130 SH SOLE 227760 0 370 EHEALTH INC COM 28238P109 52203 531386 SH SOLE 530726 0 660 FIRST HAWAIIAN INC COM 32051X108 52137 3024229 SH SOLE 3015509 0 8720 EURONET WORLDWIDE INC COM 298736109 42722 445863 SH SOLE 445183 0 680 KEARNY FINL CORP MD COM 48716P108 38903 4755941 SH SOLE 4749401 0 6540 EBIX INC COM NEW 278715206 35620 1593054 SH SOLE 1590544 0 2510 HOWARD HUGHES CORP COM 44267D107 32061 617164 SH SOLE 616374 0 790 STRYKER CORPORATION COM 863667101 26972 149690 SH SOLE 149450 0 240 HUNT J B TRANS SVCS INC COM 445658107 24699 205250 SH SOLE 204850 0 400 3-D SYS CORP DEL COM NEW 88554D205 23904 3419805 SH SOLE 3413905 0 5900 APPLE INC COM 037833100 18863 51710 SH SOLE 51090 0 620 ABBOTT LABS COM 002824100 18611 203555 SH SOLE 201865 0 1690 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 16059 11965 SH SOLE 11858 0 107 PEPSICO INC COM 713448108 15896 120190 SH SOLE 119390 0 800 CVS HEALTH CORP COM 126650100 15051 231670 SH SOLE 229670 0 2000 LOCKHEED MARTIN CORP COM 539830109 14821 40617 SH SOLE 40337 0 280 MICROCHIP TECHNOLOGY INC COM 595017104 14791 140455 SH SOLE 139375 0 1080 JPMORGAN CHASE & CO COM 46625H100 14645 155702 SH SOLE 154252 0 1450 TTEC HLDGS INC COM 89854H102 14461 310599 SH SOLE 309499 0 1100 MICROSOFT CORP COM 594918104 13797 67800 SH SOLE 66550 0 1250 CHEVRON CORP NEW COM 166764100 10471 117355 SH SOLE 116205 0 1150 VERIZON COMMUNICATIONS INC COM 92343V104 9751 176887 SH SOLE 175187 0 1700 LEGGETT & PLATT INC COM 524660107 9266 263620 SH SOLE 262600 0 1020 JOHNSON & JOHNSON COM 478160104 8098 57584 SH SOLE 56884 0 700 SCHLUMBERGER LTD COM 806857108 6731 366041 SH SOLE 363991 0 2050 PAYSIGN INC COM 70451A104 1810 186500 SH SOLE 186500 0 0 IBERIABANK CORP COM 450828108 1392 30575 SH SOLE 30575 0 0 AXON ENTERPRISE INC COM 05464C101 1346 13720 SH SOLE 13720 0 0 DRAFTKINGS INC COM CL A 26142R104 1213 36500 SH SOLE 36500 0 0 EXXON MOBIL CORP COM 30231G102 547 12250 SH SOLE 12250 0 0 TRAVELERS COMPANIES INC COM 89417E109 501 4393 SH SOLE 4393 0 0 NORFOLK SOUTHERN CORP COM 655844108 458 2609 SH SOLE 2609 0 0 COLGATE PALMOLIVE CO COM 194162103 431 5888 SH SOLE 5888 0 0 MACQUARIE INFRASTRUCTURE CORP COM 55608B105 420 13700 SH SOLE 13700 0 0 AMAZON COM INC COM 023135106 375 136 SH SOLE 136 0 0 HOME DEPOT INC COM 437076102 350 1400 SH SOLE 1400 0 0 AT&T INC COM 00206R102 340 11261 SH SOLE 11261 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 254 1625 SH SOLE 1625 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 235 650 SH SOLE 650 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 204 1600 SH SOLE 1600 0 0 LUMINEX CORP DEL COM 55027E102 201 6200 SH SOLE 6200 0 0 COLLPLANT BIOTECHNOLOGIES LT ADS 19516R107 177 17800 SH SOLE 17800 0 0 UNIVERSAL TECHNICAL INST INC COM 913915104 139 20000 SH SOLE 20000 0 0