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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   737,193 6,762 SH   SOLE   0 0 6,762
ABBVIE INC COM 00287Y109   376,570 2,795 SH   SOLE   0 0 2,795
AIR LEASE CORP CL A 00912X302   49,347,660 1,179,156 SH   SOLE   0 0 1,179,156
ALIGN TECHNOLOGY INC COM 016255101   55,597,513 157,215 SH   SOLE   0 0 157,215
ALPHABET INC CAP STK CL A 02079K305   1,000,094 8,355 SH   SOLE   0 0 8,355
ALPHABET INC CAP STK CL C 02079K107   54,633,318 451,627 SH   SOLE   0 0 451,627
AMAZON COM INC COM 023135106   299,828 2,300 SH   SOLE   0 0 2,300
AMERICAS CAR-MART INC COM 03062T105   396,626 3,975 SH   SOLE   0 0 3,975
APPLE INC COM 037833100   1,689,562 8,710 SH   SOLE   0 0 8,710
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   626,995 15,950 SH   SOLE   0 0 15,950
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   279,620 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101   39,625,411 57,333 SH   SOLE   0 0 57,333
BROADCOM INC COM 11135F101   634,091 731 SH   SOLE   0 0 731
CHARTER COMMUNICATIONS INC N CL A 16119P108   205,727 560 SH   SOLE   0 0 560
CHEVRON CORP NEW COM 166764100   358,758 2,280 SH   SOLE   0 0 2,280
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   46,406 33,873 SH   SOLE   0 0 33,873
COCA COLA CO COM 191216100   1,096,004 18,200 SH   SOLE   0 0 18,200
COLGATE PALMOLIVE CO COM 194162103   767,164 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   591,880 14,245 SH   SOLE   0 0 14,245
CONCENTRIX CORP COM 20602D101   29,039,374 359,621 SH   SOLE   0 0 359,621
CONOCOPHILLIPS COM 20825C104   569,855 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106   65,941,273 722,961 SH   SOLE   0 0 722,961
COSTCO WHSL CORP NEW COM 22160K105   269,190 500 SH   SOLE   0 0 500
CROWN CASTLE INC COM 22822V101   401,183 3,521 SH   SOLE   0 0 3,521
CUMMINS INC COM 231021106   422,901 1,725 SH   SOLE   0 0 1,725
D R HORTON INC COM 23331A109   43,220,616 355,170 SH   SOLE   0 0 355,170
DOLLAR GEN CORP NEW COM 256677105   1,748,734 10,300 SH   SOLE   0 0 10,300
EDWARDS LIFESCIENCES CORP COM 28176E108   40,764,804 432,151 SH   SOLE   0 0 432,151
ESSENT GROUP LTD COM G3198U102   433,134 9,255 SH   SOLE   0 0 9,255
ESSEX PPTY TR INC COM 297178105   2,475,614 10,566 SH   SOLE   0 0 10,566
EXXON MOBIL CORP COM 30231G102   1,720,505 16,042 SH   SOLE   0 0 16,042
FACTSET RESH SYS INC COM 303075105   566,118 1,413 SH   SOLE   0 0 1,413
FASTENAL CO COM 311900104   53,288,073 903,341 SH   SOLE   0 0 903,341
FLEETCOR TECHNOLOGIES INC COM 339041105   54,817,543 218,327 SH   SOLE   0 0 218,327
GILEAD SCIENCES INC COM 375558103   1,182,100 15,338 SH   SOLE   0 0 15,338
HOME DEPOT INC COM 437076102   240,746 775 SH   SOLE   0 0 775
IAC INC COM NEW 44891N208   793,478 12,635 SH   SOLE   0 0 12,635
ISHARES TR 0-3 MNTH TREASRY 46436E718   965,444 9,594 SH   SOLE   0 0 9,594
ISHARES TR USD INV GRDE ETF 464288620   241,434 4,820 SH   SOLE   0 0 4,820
ISHARES TR CORE HIGH DV ETF 46429B663   216,699 2,150 SH   SOLE   0 0 2,150
ISHARES TR CORE S&P500 ETF 464287200   512,567 1,150 SH   SOLE   0 0 1,150
ISHARES TR CORE 1 5 YR USD 46432F859   298,496 6,400 SH   SOLE   0 0 6,400
ISHARES TR MSCI USA QLT FCT 46432F339   1,734,294 12,859 SH   SOLE   0 0 12,859
JOHNSON & JOHNSON COM 478160104   512,615 3,097 SH   SOLE   0 0 3,097
LIBERTY BROADBAND CORP COM SER C 530307305   228,554 2,853 SH   SOLE   0 0 2,853
MATCH GROUP INC NEW COM 57667L107   488,599 11,675 SH   SOLE   0 0 11,675
MCDONALDS CORP COM 580135101   3,655,523 12,250 SH   SOLE   0 0 12,250
MGM RESORTS INTERNATIONAL COM 552953101   44,499,621 1,013,197 SH   SOLE   0 0 1,013,197
MICROSOFT CORP COM 594918104   62,831,110 184,504 SH   SOLE   0 0 184,504
NICE LTD SPONSORED ADR 653656108   31,748,549 153,746 SH   SOLE   0 0 153,746
NORTHERN TR CORP COM 665859104   889,680 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107   26,022,372 27,240 SH   SOLE   0 0 27,240
PAYCHEX INC COM 704326107   201,366 1,800 SH   SOLE   0 0 1,800
PAYPAL HLDGS INC COM 70450Y103   1,439,233 21,568 SH   SOLE   0 0 21,568
PFIZER INC COM 717081103   457,033 12,460 SH   SOLE   0 0 12,460
PHILIP MORRIS INTL INC COM 718172109   408,637 4,186 SH   SOLE   0 0 4,186
PRICE T ROWE GROUP INC COM 74144T108   553,155 4,938 SH   SOLE   0 0 4,938
PROCTER AND GAMBLE CO COM 742718109   928,042 6,116 SH   SOLE   0 0 6,116
QURATE RETAIL INC COM SER A 74915M100   11,878 12,000 SH   SOLE   0 0 12,000
RESTAURANT BRANDS INTL INC COM 76131D103   234,343 3,023 SH   SOLE   0 0 3,023
ROPER TECHNOLOGIES INC COM 776696106   2,644,400 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   50,178,448 125,168 SH   SOLE   0 0 125,168
SCHWAB CHARLES CORP COM 808513105   38,859,525 685,595 SH   SOLE   0 0 685,595
SKYWORKS SOLUTIONS INC COM 83088M102   479,509 4,332 SH   SOLE   0 0 4,332
SMUCKER J M CO COM NEW 832696405   311,584 2,110 SH   SOLE   0 0 2,110
SPDR GOLD TR GOLD SHS 78463V107   254,035 1,425 SH   SOLE   0 0 1,425
STRYKER CORPORATION COM 863667101   652,893 2,140 SH   SOLE   0 0 2,140
UNITEDHEALTH GROUP INC COM 91324P102   40,908,021 85,112 SH   SOLE   0 0 85,112
VAIL RESORTS INC COM 91879Q109   611,525 2,429 SH   SOLE   0 0 2,429
VANGUARD BD INDEX FDS INTERMED TERM 921937819   220,800 2,935 SH   SOLE   0 0 2,935
VANGUARD INDEX FDS TOTAL STK MKT 922908769   200,426 982 SH   SOLE   0 0 982
VANGUARD INDEX FDS TOTAL STK MKT 922908769   216,315 982 SH   SOLE   0 0 982
VERTEX PHARMACEUTICALS INC COM 92532F100   57,090,007 162,229 SH   SOLE   0 0 162,229
VISA INC COM CL A 92826C839   66,245,049 278,950 SH   SOLE   0 0 278,950
VMWARE INC CL A COM 928563402   535,245 3,725 SH   SOLE   0 0 3,725
WALMART INC COM 931142103   432,402 2,751 SH   SOLE   0 0 2,751