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 1,083 7,692 SH   SOLE   0 0 7,692
AIR LEASE CORP CL A 00912X302 49,355 1,115,879 SH   SOLE   0 0 1,115,879
ALIGN TECHNOLOGY INC COM 016255101 53,435 81,309 SH   SOLE   0 0 81,309
ALPHABET INC CAP STK CL A 02079K305 1,228 424 SH   SOLE   0 0 424
ALPHABET INC CAP STK CL C 02079K107 72,120 24,924 SH   SOLE   0 0 24,924
AMERICAS CAR-MART INC COM 03062T105 278 2,715 SH   SOLE   0 0 2,715
APPLE INC COM 037833100 1,314 7,401 SH   SOLE   0 0 7,401
AT&T INC COM 00206R102 238 9,670 SH   SOLE   0 0 9,670
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 308 1,030 SH   SOLE   0 0 1,030
BLACKROCK INC COM 09247X101 47,465 51,843 SH   SOLE   0 0 51,843
CARGURUS INC COM CL A 141788109 35,196 1,046,258 SH   SOLE   0 0 1,046,258
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 98 29,573 SH   SOLE   0 0 29,573
COCA COLA CO COM 191216100 1,184 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 850 9,958 SH   SOLE   0 0 9,958
CONCENTRIX CORP COM 20602D101 61,533 344,491 SH   SOLE   0 0 344,491
CONOCOPHILLIPS COM 20825C104 399 5,531 SH   SOLE   0 0 5,531
COPART INC COM 217204106 56,683 373,851 SH   SOLE   0 0 373,851
D R HORTON INC COM 23331A109 50,342 464,193 SH   SOLE   0 0 464,193
DISNEY WALT CO COM 254687106 39,571 255,477 SH   SOLE   0 0 255,477
DOLLAR GEN CORP NEW COM 256677105 25,283 107,208 SH   SOLE   0 0 107,208
ESSEX PPTY TR INC COM 297178105 3,522 10,000 SH   SOLE   0 0 10,000
EXXON MOBIL CORP COM 30231G102 1,095 17,898 SH   SOLE   0 0 17,898
FACTSET RESH SYS INC COM 303075105 1,677 3,450 SH   SOLE   0 0 3,450
FASTENAL CO COM 311900104 61,047 952,968 SH   SOLE   0 0 952,968
FLEETCOR TECHNOLOGIES INC COM 339041105 36,356 162,420 SH   SOLE   0 0 162,420
GILEAD SCIENCES INC COM 375558103 1,960 27,000 SH   SOLE   0 0 27,000
IAC INTERACTIVECORP NEW COM 44891N208 35,568 272,117 SH   SOLE   0 0 272,117
INSPERITY INC COM 45778Q107 386 3,267 SH   SOLE   0 0 3,267
ISHARES TR SHRT NAT MUN ETF 464288158 2,818 26,250 SH   SOLE   0 0 26,250
ISHARES TR MSCI USA QLT FCT 46432F339 2,540 17,449 SH   SOLE   0 0 17,449
ISHARES TR CORE HIGH DV ETF 46429B663 212 2,100 SH   SOLE   0 0 2,100
ISHARES TR CORE 1 5 YR USD 46432F859 1,670 33,112 SH   SOLE   0 0 33,112
JOHNSON & JOHNSON COM 478160104 325 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 414 2,575 SH   SOLE   0 0 2,575
LIBERTY BROADBAND CORP COM SER C 530307305 44,560 276,601 SH   SOLE   0 0 276,601
MATCH GROUP INC NEW COM 57667L107 3,190 24,123 SH   SOLE   0 0 24,123
MCDONALDS CORP COM 580135101 3,486 13,005 SH   SOLE   0 0 13,005
META PLATFORMS INC CL A 30303M102 361 1,074 SH   SOLE   0 0 1,074
MGM RESORTS INTERNATIONAL COM 552953101 45,446 1,012,613 SH   SOLE   0 0 1,012,613
MICROSOFT CORP COM 594918104 65,060 193,445 SH   SOLE   0 0 193,445
NEXSTAR MEDIA GROUP INC CL A 65336K103 260 1,719 SH   SOLE   0 0 1,719
NICE LTD SPONSORED ADR 653656108 44,414 146,290 SH   SOLE   0 0 146,290
NORTHERN TR CORP COM 665859104 1,435 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 23,595 33,410 SH   SOLE   0 0 33,410
PAYCHEX INC COM 704326107 273 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 5,023 26,638 SH   SOLE   0 0 26,638
PHILIP MORRIS INTL INC COM 718172109 375 3,950 SH   SOLE   0 0 3,950
PROCTER AND GAMBLE CO COM 742718109 1,164 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 91 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,741 5,572 SH   SOLE   0 0 5,572
S&P GLOBAL INC COM 78409V104 60,286 127,743 SH   SOLE   0 0 127,743
SPDR GOLD TR GOLD SHS 78463V107 438 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 321 1,200 SH   SOLE   0 0 1,200
TD SYNNEX CORPORATION COM 87162W100 584 5,110 SH   SOLE   0 0 5,110
UNITEDHEALTH GROUP INC COM 91324P102 55,343 110,214 SH   SOLE   0 0 110,214
VANGUARD INDEX FDS TOTAL STK MKT 922908769 401 1,662 SH   SOLE   0 0 1,662
VANGUARD INDEX FDS SMALL CP ETF 922908751 203 900 SH   SOLE   0 0 900
VERTEX PHARMACEUTICALS INC COM 92532F100 40,665 185,179 SH   SOLE   0 0 185,179
VISA INC COM CL A 92826C839 60,912 281,077 SH   SOLE   0 0 281,077