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
ABBOTT LABS COM 002824100 1,025 8,551 SH   SOLE   0 0 8,551
AIR LEASE CORP CL A 00912X302 54,206 1,106,237 SH   SOLE   0 0 1,106,237
ALIGN TECHNOLOGY INC COM 016255101 53,202 98,243 SH   SOLE   0 0 98,243
ALPHABET INC CAP STK CL A 02079K305 846 410 SH   SOLE   0 0 410
ALPHABET INC CAP STK CL C 02079K107 53,832 26,023 SH   SOLE   0 0 26,023
APPLE INC COM 037833100 908 7,436 SH   SOLE   0 0 7,436
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 245 960 SH   SOLE   0 0 960
BLACKROCK INC COM 09247X101 40,799 54,114 SH   SOLE   0 0 54,114
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 63 35,173 SH   SOLE   0 0 35,173
COCA COLA CO COM 191216100 1,054 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 785 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101 1,466 27,095 SH   SOLE   0 0 27,095
CONCENTRIX CORP COM 20602D101 51,740 345,578 SH   SOLE   0 0 345,578
CONOCOPHILLIPS COM 20825C104 291 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106 40,669 374,449 SH   SOLE   0 0 374,449
D R HORTON INC COM 23331A109 37,813 424,292 SH   SOLE   0 0 424,292
DISNEY WALT CO COM 254687106 47,189 255,742 SH   SOLE   0 0 255,742
DOLLAR GEN CORP NEW COM 256677105 36,732 181,284 SH   SOLE   0 0 181,284
ESSEX PPTY TR INC COM 297178105 2,643 9,724 SH   SOLE   0 0 9,724
EXXON MOBIL CORP COM 30231G102 1,028 18,419 SH   SOLE   0 0 18,419
FACEBOOK INC CL A 30303M102 318 1,079 SH   SOLE   0 0 1,079
FACTSET RESH SYS INC COM 303075105 1,875 6,077 SH   SOLE   0 0 6,077
FASTENAL CO COM 311900104 49,702 988,496 SH   SOLE   0 0 988,496
FLEETCOR TECHNOLOGIES INC COM 339041105 213 794 SH   SOLE   0 0 794
GILEAD SCIENCES INC COM 375558103 2,417 37,400 SH   SOLE   0 0 37,400
IAC INTERACTIVECORP NEW COM 44891N109 58,395 269,959 SH   SOLE   0 0 269,959
INSPERITY INC COM 45778Q107 274 3,267 SH   SOLE   0 0 3,267
ISHARES TR SHRT NAT MUN ETF 464288158 652 6,050 SH   SOLE   0 0 6,050
ISHARES TR CORE 1 5 YR USD 46432F859 596 11,620 SH   SOLE   0 0 11,620
ISHARES TR MSCI USA QLT FCT 46432F339 1,222 10,035 SH   SOLE   0 0 10,035
JOHNSON & JOHNSON COM 478160104 312 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 374 2,575 SH   SOLE   0 0 2,575
LIBERTY BROADBAND CORP COM SER C 530307305 40,188 267,653 SH   SOLE   0 0 267,653
MATCH GROUP INC NEW COM 57667L107 12,859 93,600 SH   SOLE   0 0 93,600
MCDONALDS CORP COM 580135101 2,914 13,000 SH   SOLE   0 0 13,000
MGM RESORTS INTERNATIONAL COM 552953101 37,433 985,339 SH   SOLE   0 0 985,339
MICROSOFT CORP COM 594918104 46,086 195,472 SH   SOLE   0 0 195,472
NEXSTAR MEDIA GROUP INC CL A 65336K103 248 1,769 SH   SOLE   0 0 1,769
NICE LTD SPONSORED ADR 653656108 34,722 159,296 SH   SOLE   0 0 159,296
NORTHERN TR CORP COM 665859104 1,261 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 17,562 34,621 SH   SOLE   0 0 34,621
PAYPAL HLDGS INC COM 70450Y103 6,991 28,788 SH   SOLE   0 0 28,788
PHILIP MORRIS INTL INC COM 718172109 351 3,950 SH   SOLE   0 0 3,950
PROCTER AND GAMBLE CO COM 742718109 964 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 141 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,299 5,700 SH   SOLE   0 0 5,700
S&P GLOBAL INC COM 78409V104 46,524 131,845 SH   SOLE   0 0 131,845
SPDR GOLD TR GOLD SHS 78463V107 409 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 609 2,500 SH   SOLE   0 0 2,500
SYNNEX CORP COM 87162W100 5,037 43,863 SH   SOLE   0 0 43,863
TCF FINL CORP COM 872307103 3,135 67,470 SH   SOLE   0 0 67,470
UNITEDHEALTH GROUP INC COM 91324P102 39,702 106,707 SH   SOLE   0 0 106,707
VANGUARD INDEX FDS TOTAL STK MKT 922908769 284 1,374 SH   SOLE   0 0 1,374
VISA INC COM CL A 92826C839 59,848 282,663 SH   SOLE   0 0 282,663
WOLVERINE WORLD WIDE INC COM 978097103 248 6,474 SH   SOLE   0 0 6,474