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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   684,720 6,762 SH   SOLE   0 0 6,762
ABBVIE INC COM 00287Y109   345,674 2,169 SH   SOLE   0 0 2,169
AIR LEASE CORP CL A 00912X302   46,494,211 1,180,955 SH   SOLE   0 0 1,180,955
ALIGN TECHNOLOGY INC COM 016255101   52,560,222 157,300 SH   SOLE   0 0 157,300
ALPHABET INC CAP STK CL A 02079K305   874,444 8,430 SH   SOLE   0 0 8,430
ALPHABET INC CAP STK CL C 02079K107   49,697,648 477,862 SH   SOLE   0 0 477,862
AMAZON COM INC COM 023135106   237,567 2,300 SH   SOLE   0 0 2,300
AMERICAS CAR-MART INC COM 03062T105   403,971 5,100 SH   SOLE   0 0 5,100
APPLE INC COM 037833100   1,501,486 9,105 SH   SOLE   0 0 9,105
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   393,194 12,295 SH   SOLE   0 0 12,295
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   253,191 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101   36,172,159 54,059 SH   SOLE   0 0 54,059
BROADCOM INC COM 11135F101   468,966 731 SH   SOLE   0 0 731
CHARTER COMMUNICATIONS INC N CL A 16119P108   200,262 560 SH   SOLE   0 0 560
CHEVRON CORP NEW COM 166764100   286,183 1,754 SH   SOLE   0 0 1,754
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   40,288 33,573 SH   SOLE   0 0 33,573
COCA COLA CO COM 191216100   1,240,600 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103   748,344 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   446,656 11,782 SH   SOLE   0 0 11,782
CONCENTRIX CORP COM 20602D101   42,961,648 353,448 SH   SOLE   0 0 353,448
CONOCOPHILLIPS COM 20825C104   545,655 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106   58,078,741 772,221 SH   SOLE   0 0 772,221
COSTCO WHSL CORP NEW COM 22160K105   248,435 500 SH   SOLE   0 0 500
CROWN CASTLE INC COM 22822V101   289,764 2,165 SH   SOLE   0 0 2,165
CUMMINS INC COM 231021106   412,068 1,725 SH   SOLE   0 0 1,725
D R HORTON INC COM 23331A109   48,141,556 492,799 SH   SOLE   0 0 492,799
DOLLAR GEN CORP NEW COM 256677105   2,167,738 10,300 SH   SOLE   0 0 10,300
EDWARDS LIFESCIENCES CORP COM 28176E108   35,795,285 432,676 SH   SOLE   0 0 432,676
ESSENT GROUP LTD COM G3198U102   260,325 6,500 SH   SOLE   0 0 6,500
ESSEX PPTY TR INC COM 297178105   2,042,252 9,765 SH   SOLE   0 0 9,765
EXXON MOBIL CORP COM 30231G102   2,004,585 18,280 SH   SOLE   0 0 18,280
FACTSET RESH SYS INC COM 303075105   594,824 1,433 SH   SOLE   0 0 1,433
FASTENAL CO COM 311900104   48,956,100 907,603 SH   SOLE   0 0 907,603
FLEETCOR TECHNOLOGIES INC COM 339041105   46,138,619 218,822 SH   SOLE   0 0 218,822
GILEAD SCIENCES INC COM 375558103   1,272,594 15,338 SH   SOLE   0 0 15,338
HOME DEPOT INC COM 437076102   228,718 775 SH   SOLE   0 0 775
IAC INC COM NEW 44891N208   651,966 12,635 SH   SOLE   0 0 12,635
ISHARES TR 0-3 MNTH TREASRY 46436E718   629,631 6,260 SH   SOLE   0 0 6,260
ISHARES TR CORE HIGH DV ETF 46429B663   213,486 2,100 SH   SOLE   0 0 2,100
ISHARES TR MSCI USA QLT FCT 46432F339   1,642,178 13,236 SH   SOLE   0 0 13,236
ISHARES TR CORE S&P500 ETF 464287200   472,742 1,150 SH   SOLE   0 0 1,150
ISHARES TR CORE 1 5 YR USD 46432F859   301,792 6,400 SH   SOLE   0 0 6,400
JOHNSON & JOHNSON COM 478160104   480,035 3,097 SH   SOLE   0 0 3,097
LIBERTY BROADBAND CORP COM SER C 530307305   28,424,901 347,918 SH   SOLE   0 0 347,918
MATCH GROUP INC NEW COM 57667L107   615,238 16,026 SH   SOLE   0 0 16,026
MCDONALDS CORP COM 580135101   3,523,086 12,600 SH   SOLE   0 0 12,600
MGM RESORTS INTERNATIONAL COM 552953101   44,869,184 1,010,112 SH   SOLE   0 0 1,010,112
MICROSOFT CORP COM 594918104   56,827,856 197,114 SH   SOLE   0 0 197,114
NICE LTD SPONSORED ADR 653656108   35,147,433 153,556 SH   SOLE   0 0 153,556
NORTHERN TR CORP COM 665859104   1,057,560 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107   23,317,236 27,465 SH   SOLE   0 0 27,465
PAYCHEX INC COM 704326107   206,262 1,800 SH   SOLE   0 0 1,800
PAYPAL HLDGS INC COM 70450Y103   1,637,874 21,568 SH   SOLE   0 0 21,568
PFIZER INC COM 717081103   404,124 9,905 SH   SOLE   0 0 9,905
PHILIP MORRIS INTL INC COM 718172109   410,201 4,218 SH   SOLE   0 0 4,218
PRICE T ROWE GROUP INC COM 74144T108   458,374 4,060 SH   SOLE   0 0 4,060
PROCTER AND GAMBLE CO COM 742718109   909,388 6,116 SH   SOLE   0 0 6,116
QURATE RETAIL INC COM SER A 74915M100   11,854 12,000 SH   SOLE   0 0 12,000
RESTAURANT BRANDS INTL INC COM 76131D103   303,473 4,520 SH   SOLE   0 0 4,520
ROPER TECHNOLOGIES INC COM 776696106   2,423,795 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   43,273,960 125,515 SH   SOLE   0 0 125,515
SCHWAB CHARLES CORP COM 808513105   35,246,502 672,900 SH   SOLE   0 0 672,900
SKYWORKS SOLUTIONS INC COM 83088M102   384,025 3,255 SH   SOLE   0 0 3,255
SMUCKER J M CO COM NEW 832696405   332,051 2,110 SH   SOLE   0 0 2,110
SPDR GOLD TR GOLD SHS 78463V107   261,089 1,425 SH   SOLE   0 0 1,425
STRYKER CORPORATION COM 863667101   610,906 2,140 SH   SOLE   0 0 2,140
UNITEDHEALTH GROUP INC COM 91324P102   38,700,946 81,891 SH   SOLE   0 0 81,891
VAIL RESORTS INC COM 91879Q109   520,639 2,228 SH   SOLE   0 0 2,228
VANGUARD INDEX FDS TOTAL STK MKT 922908769   200,426 982 SH   SOLE   0 0 982
VERTEX PHARMACEUTICALS INC COM 92532F100   51,370,273 163,044 SH   SOLE   0 0 163,044
VISA INC COM CL A 92826C839   63,168,372 280,176 SH   SOLE   0 0 280,176
VMWARE INC CL A COM 928563402   465,066 3,725 SH   SOLE   0 0 3,725
WALMART INC COM 931142103   380,274 2,579 SH   SOLE   0 0 2,579