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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 917 7,906 SH   SOLE   0 0 7,906
AIR LEASE CORP CL A 00912X302 46,203 1,106,935 SH   SOLE   0 0 1,106,935
ALIGN TECHNOLOGY INC COM 016255101 54,212 88,726 SH   SOLE   0 0 88,726
ALPHABET INC CAP STK CL A 02079K305 1,001 410 SH   SOLE   0 0 410
ALPHABET INC CAP STK CL C 02079K107 64,766 25,841 SH   SOLE   0 0 25,841
AMAZON COM INC COM 023135106 203 59 SH   SOLE   0 0 59
APPLE INC COM 037833100 1,208 8,817 SH   SOLE   0 0 8,817
AT&T INC COM 00206R102 307 10,670 SH   SOLE   0 0 10,670
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 286 1,030 SH   SOLE   0 0 1,030
BLACKROCK INC COM 09247X101 47,296 54,055 SH   SOLE   0 0 54,055
CARGURUS INC COM CL A 141788109 26,026 992,215 SH   SOLE   0 0 992,215
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 84 31,673 SH   SOLE   0 0 31,673
COCA COLA CO COM 191216100 1,082 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 810 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101 1,181 20,705 SH   SOLE   0 0 20,705
CONCENTRIX CORP COM 20602D101 55,515 345,241 SH   SOLE   0 0 345,241
CONOCOPHILLIPS COM 20825C104 335 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106 49,328 374,182 SH   SOLE   0 0 374,182
D R HORTON INC COM 23331A109 38,954 431,049 SH   SOLE   0 0 431,049
DISNEY WALT CO COM 254687106 45,301 257,729 SH   SOLE   0 0 257,729
DOLLAR GEN CORP NEW COM 256677105 39,011 180,281 SH   SOLE   0 0 180,281
ESSEX PPTY TR INC COM 297178105 3,033 10,110 SH   SOLE   0 0 10,110
EXXON MOBIL CORP COM 30231G102 1,139 18,060 SH   SOLE   0 0 18,060
FACEBOOK INC CL A 30303M102 376 1,082 SH   SOLE   0 0 1,082
FACTSET RESH SYS INC COM 303075105 2,006 5,977 SH   SOLE   0 0 5,977
FASTENAL CO COM 311900104 51,012 981,006 SH   SOLE   0 0 981,006
FLEETCOR TECHNOLOGIES INC COM 339041105 203 794 SH   SOLE   0 0 794
GILEAD SCIENCES INC COM 375558103 1,859 27,000 SH   SOLE   0 0 27,000
HUNTINGTON BANCSHARES INC COM 446150104 913 64,010 SH   SOLE   0 0 64,010
IAC INTERACTIVECORP NEW COM NEW 44891N208 41,448 268,844 SH   SOLE   0 0 268,844
INSPERITY INC COM 45778Q107 295 3,267 SH   SOLE   0 0 3,267
ISHARES TR SHRT NAT MUN ETF 464288158 685 6,350 SH   SOLE   0 0 6,350
ISHARES TR CORE 1 5 YR USD 46432F859 596 11,620 SH   SOLE   0 0 11,620
ISHARES TR MSCI USA QLT FCT 46432F339 1,639 12,337 SH   SOLE   0 0 12,337
ISHARES TR CORE HIGH DV ETF 46429B663 203 2,100 SH   SOLE   0 0 2,100
JOHNSON & JOHNSON COM 478160104 313 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 433 2,575 SH   SOLE   0 0 2,575
LIBERTY BROADBAND CORP COM SER C 530307305 47,207 271,834 SH   SOLE   0 0 271,834
MATCH GROUP INC NEW COM 57667L107 11,295 70,046 SH   SOLE   0 0 70,046
MCDONALDS CORP COM 580135101 3,003 13,000 SH   SOLE   0 0 13,000
MGM RESORTS INTERNATIONAL COM 552953101 42,748 1,002,308 SH   SOLE   0 0 1,002,308
MICROSOFT CORP COM 594918104 52,992 195,616 SH   SOLE   0 0 195,616
NEXSTAR MEDIA GROUP INC CL A 65336K103 259 1,754 SH   SOLE   0 0 1,754
NICE LTD SPONSORED ADR 653656108 39,237 158,559 SH   SOLE   0 0 158,559
NORTHERN TR CORP COM 665859104 1,387 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 19,597 34,611 SH   SOLE   0 0 34,611
PAYCHEX INC COM 704326107 215 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 8,391 28,788 SH   SOLE   0 0 28,788
PHILIP MORRIS INTL INC COM 718172109 432 4,355 SH   SOLE   0 0 4,355
PROCTER AND GAMBLE CO COM 742718109 960 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 157 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,680 5,700 SH   SOLE   0 0 5,700
S&P GLOBAL INC COM 78409V104 54,282 132,250 SH   SOLE   0 0 132,250
SPDR GOLD TR GOLD SHS 78463V107 424 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 649 2,500 SH   SOLE   0 0 2,500
SYNNEX CORP COM 87162W100 3,138 25,775 SH   SOLE   0 0 25,775
UNITEDHEALTH GROUP INC COM 91324P102 43,354 108,265 SH   SOLE   0 0 108,265
VANGUARD INDEX FDS TOTAL STK MKT 922908769 306 1,374 SH   SOLE   0 0 1,374
VANGUARD INDEX FDS SMALL CP ETF 922908751 203 900 SH   SOLE   0 0 900
VERTEX PHARMACEUTICALS INC COM 92532F100 35,655 176,835 SH   SOLE   0 0 176,835
VIMEO INC COMMON STOCK 92719V100 20,888 426,286 SH   SOLE   0 0 426,286
VISA INC COM CL A 92826C839 65,696 280,967 SH   SOLE   0 0 280,967