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 936 8,551 SH   SOLE   0 0 8,551
AIR LEASE CORP CL A 00912X302 48,656 1,095,368 SH   SOLE   0 0 1,095,368
ALIGN TECHNOLOGY INC COM 016255101 62,893 117,693 SH   SOLE   0 0 117,693
ALPHABET INC CAP STK CL A 02079K305 719 410 SH   SOLE   0 0 410
ALPHABET INC CAP STK CL C 02079K107 45,206 25,804 SH   SOLE   0 0 25,804
APPLE INC COM 037833100 1,026 7,736 SH   SOLE   0 0 7,736
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 220 950 SH   SOLE   0 0 950
BLACKROCK INC COM 09247X101 38,175 52,908 SH   SOLE   0 0 52,908
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 92 55,673 SH   SOLE   0 0 55,673
COCA COLA CO COM 191216100 1,114 20,311 SH   SOLE   0 0 20,311
COLGATE PALMOLIVE CO COM 194162103 852 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101 1,582 30,190 SH   SOLE   0 0 30,190
CONCENTRIX CORP COM 20602D101 32,226 326,501 SH   SOLE   0 0 326,501
CONOCOPHILLIPS COM 20825C104 220 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106 45,922 360,884 SH   SOLE   0 0 360,884
D R HORTON INC COM 23331A109 22,776 330,466 SH   SOLE   0 0 330,466
DISNEY WALT CO COM 254687106 45,996 253,872 SH   SOLE   0 0 253,872
DOLLAR GEN CORP NEW COM 256677105 38,185 181,574 SH   SOLE   0 0 181,574
ESSEX PPTY TR INC COM 297178105 1,970 8,297 SH   SOLE   0 0 8,297
EXXON MOBIL CORP COM 30231G102 788 19,112 SH   SOLE   0 0 19,112
FACEBOOK INC CL A 30303M102 292 1,069 SH   SOLE   0 0 1,069
FACTSET RESH SYS INC COM 303075105 2,021 6,077 SH   SOLE   0 0 6,077
FASTENAL CO COM 311900104 47,741 977,690 SH   SOLE   0 0 977,690
FLEETCOR TECHNOLOGIES INC COM 339041105 217 794 SH   SOLE   0 0 794
GILEAD SCIENCES INC COM 375558103 5,551 95,277 SH   SOLE   0 0 95,277
IAC INTERACTIVECORP NEW COM 44891N109 51,009 269,389 SH   SOLE   0 0 269,389
INSPERITY INC COM 45778Q107 266 3,267 SH   SOLE   0 0 3,267
ISHARES TR SHRT NAT MUN ETF 464288158 405 3,750 SH   SOLE   0 0 3,750
ISHARES TR CORE 1 5 YR USD 46432F859 368 7,126 SH   SOLE   0 0 7,126
ISHARES TR MSCI USA QLT FCT 46432F339 1,052 9,056 SH   SOLE   0 0 9,056
JOHNSON & JOHNSON COM 478160104 299 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 406 2,575 SH   SOLE   0 0 2,575
LIBERTY BROADBAND CORP COM SER C 530307305 31,488 198,825 SH   SOLE   0 0 198,825
MATCH GROUP INC NEW COM 57667L107 21,133 139,781 SH   SOLE   0 0 139,781
MCDONALDS CORP COM 580135101 2,790 13,000 SH   SOLE   0 0 13,000
MGM RESORTS INTERNATIONAL COM 552953101 30,507 968,159 SH   SOLE   0 0 968,159
MICROSOFT CORP COM 594918104 41,686 187,422 SH   SOLE   0 0 187,422
NICE LTD SPONSORED ADR 653656108 45,306 159,786 SH   SOLE   0 0 159,786
NORTHERN TR CORP COM 665859104 1,118 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 16,121 35,621 SH   SOLE   0 0 35,621
PAYPAL HLDGS INC COM 70450Y103 6,737 28,768 SH   SOLE   0 0 28,768
PHILIP MORRIS INTL INC COM 718172109 327 3,950 SH   SOLE   0 0 3,950
PROCTER AND GAMBLE CO COM 742718109 990 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 137 12,450 SH   SOLE   0 0 12,450
ROPER TECHNOLOGIES INC COM 776696106 2,457 5,700 SH   SOLE   0 0 5,700
S&P GLOBAL INC COM 78409V104 43,113 131,150 SH   SOLE   0 0 131,150
SPDR S&P 500 ETF TR TR UNIT 78462F103 492 1,316 SH   SOLE   0 0 1,316
STRYKER CORPORATION COM 863667101 613 2,500 SH   SOLE   0 0 2,500
SYNNEX CORP COM 87162W100 11,213 137,686 SH   SOLE   0 0 137,686
TCF FINL CORP COM 872307103 2,661 71,875 SH   SOLE   0 0 71,875
UNITEDHEALTH GROUP INC COM 91324P102 31,087 88,646 SH   SOLE   0 0 88,646
VANGUARD INDEX FDS TOTAL STK MKT 922908769 267 1,374 SH   SOLE   0 0 1,374
VISA INC COM CL A 92826C839 61,471 281,038 SH   SOLE   0 0 281,038
WOLVERINE WORLD WIDE INC COM 978097103 202 6,474 SH   SOLE   0 0 6,474