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 913 7,728 SH   SOLE   0 0 7,728
AIR LEASE CORP CL A 00912X302 43,748 1,112,047 SH   SOLE   0 0 1,112,047
ALIGN TECHNOLOGY INC COM 016255101 54,780 82,323 SH   SOLE   0 0 82,323
ALPHABET INC CAP STK CL A 02079K305 1,123 420 SH   SOLE   0 0 420
ALPHABET INC CAP STK CL C 02079K107 67,200 25,213 SH   SOLE   0 0 25,213
AMERICAS CAR-MART INC COM 03062T105 209 1,790 SH   SOLE   0 0 1,790
AMGEN INC COM 031162100 244 1,148 SH   SOLE   0 0 1,148
APPLE INC COM 037833100 1,047 7,401 SH   SOLE   0 0 7,401
AT&T INC COM 00206R102 261 9,670 SH   SOLE   0 0 9,670
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 281 1,030 SH   SOLE   0 0 1,030
BLACKROCK INC COM 09247X101 44,319 52,845 SH   SOLE   0 0 52,845
CARGURUS INC COM CL A 141788109 32,407 1,031,745 SH   SOLE   0 0 1,031,745
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 80 29,448 SH   SOLE   0 0 29,448
COCA COLA CO COM 191216100 1,049 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 753 9,958 SH   SOLE   0 0 9,958
CONCENTRIX CORP COM 20602D101 60,734 343,128 SH   SOLE   0 0 343,128
CONOCOPHILLIPS COM 20825C104 375 5,531 SH   SOLE   0 0 5,531
COPART INC COM 217204106 51,856 373,821 SH   SOLE   0 0 373,821
D R HORTON INC COM 23331A109 38,388 457,163 SH   SOLE   0 0 457,163
DISNEY WALT CO COM 254687106 43,944 259,761 SH   SOLE   0 0 259,761
DOLLAR GEN CORP NEW COM 256677105 39,350 185,489 SH   SOLE   0 0 185,489
ESSEX PPTY TR INC COM 297178105 3,221 10,075 SH   SOLE   0 0 10,075
EXXON MOBIL CORP COM 30231G102 1,055 17,941 SH   SOLE   0 0 17,941
FACEBOOK INC CL A 30303M102 370 1,089 SH   SOLE   0 0 1,089
FACTSET RESH SYS INC COM 303075105 1,465 3,712 SH   SOLE   0 0 3,712
FASTENAL CO COM 311900104 49,910 967,057 SH   SOLE   0 0 967,057
FLEETCOR TECHNOLOGIES INC COM 339041105 38,625 147,834 SH   SOLE   0 0 147,834
GILEAD SCIENCES INC COM 375558103 1,886 27,000 SH   SOLE   0 0 27,000
HUNTINGTON BANCSHARES INC COM 446150104 617 39,932 SH   SOLE   0 0 39,932
IAC INTERACTIVECORP NEW COM NEW 44891N208 34,452 264,429 SH   SOLE   0 0 264,429
INSPERITY INC COM 45778Q107 362 3,267 SH   SOLE   0 0 3,267
ISHARES TR CORE 1 5 YR USD 46432F859 1,283 25,117 SH   SOLE   0 0 25,117
ISHARES TR MSCI USA QLT FCT 46432F339 2,270 17,230 SH   SOLE   0 0 17,230
ISHARES TR SHRT NAT MUN ETF 464288158 1,694 15,750 SH   SOLE   0 0 15,750
JOHNSON & JOHNSON COM 478160104 306 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 434 2,575 SH   SOLE   0 0 2,575
LIBERTY BROADBAND CORP COM SER C 530307305 47,309 273,936 SH   SOLE   0 0 273,936
MATCH GROUP INC NEW COM 57667L107 4,010 25,540 SH   SOLE   0 0 25,540
MCDONALDS CORP COM 580135101 3,136 13,005 SH   SOLE   0 0 13,005
MGM RESORTS INTERNATIONAL COM 552953101 43,448 1,006,903 SH   SOLE   0 0 1,006,903
MICROSOFT CORP COM 594918104 54,940 194,879 SH   SOLE   0 0 194,879
NEXSTAR MEDIA GROUP INC CL A 65336K103 261 1,719 SH   SOLE   0 0 1,719
NICE LTD SPONSORED ADR 653656108 42,353 149,110 SH   SOLE   0 0 149,110
NORTHERN TR CORP COM 665859104 1,294 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 20,694 33,865 SH   SOLE   0 0 33,865
PAYCHEX INC COM 704326107 225 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 7,323 28,143 SH   SOLE   0 0 28,143
PHILIP MORRIS INTL INC COM 718172109 374 3,950 SH   SOLE   0 0 3,950
PROCTER AND GAMBLE CO COM 742718109 995 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 122 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,495 5,592 SH   SOLE   0 0 5,592
S&P GLOBAL INC COM 78409V104 54,901 129,213 SH   SOLE   0 0 129,213
SPDR GOLD TR GOLD SHS 78463V107 420 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 636 2,410 SH   SOLE   0 0 2,410
SYNNEX CORP COM 87162W100 535 5,135 SH   SOLE   0 0 5,135
UNITEDHEALTH GROUP INC COM 91324P102 43,095 110,291 SH   SOLE   0 0 110,291
VANGUARD INDEX FDS TOTAL STK MKT 922908769 369 1,662 SH   SOLE   0 0 1,662
VERTEX PHARMACEUTICALS INC COM 92532F100 33,261 183,366 SH   SOLE   0 0 183,366
VIMEO INC COMMON STOCK 92719V100 466 15,857 SH   SOLE   0 0 15,857
VISA INC COM CL A 92826C839 61,862 277,719 SH   SOLE   0 0 277,719