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 775 7,140 SH   SOLE   0 0 7,140
AIR LEASE CORP CL A 00912X302 39,506 1,181,770 SH   SOLE   0 0 1,181,770
ALIGN TECHNOLOGY INC COM 016255101 25,880 109,351 SH   SOLE   0 0 109,351
ALPHABET INC CAP STK CL A 02079K305 924 424 SH   SOLE   0 0 424
ALPHABET INC CAP STK CL C 02079K107 54,460 24,897 SH   SOLE   0 0 24,897
AMAZON COM INC COM 023135106 265 2,500 SH   SOLE   0 0 2,500
AMERICAS CAR-MART INC COM 03062T105 262 2,605 SH   SOLE   0 0 2,605
APPLE INC COM 037833100 808 5,916 SH   SOLE   0 0 5,916
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 223 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101 33,156 54,440 SH   SOLE   0 0 54,440
CARGURUS INC COM CL A 141788109 31,769 1,478,323 SH   SOLE   0 0 1,478,323
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 53 50,073 SH   SOLE   0 0 50,073
COCA COLA CO COM 191216100 1,258 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 798 9,958 SH   SOLE   0 0 9,958
CONCENTRIX CORP COM 20602D101 45,669 336,695 SH   SOLE   0 0 336,695
CONOCOPHILLIPS COM 20825C104 496 5,531 SH   SOLE   0 0 5,531
COPART INC COM 217204106 42,178 388,172 SH   SOLE   0 0 388,172
CUMMINS INC COM 231021106 376 1,945 SH   SOLE   0 0 1,945
D R HORTON INC COM 23331A109 33,438 505,196 SH   SOLE   0 0 505,196
DISNEY WALT CO COM 254687106 25,722 272,479 SH   SOLE   0 0 272,479
DOLLAR GEN CORP NEW COM 256677105 2,568 10,466 SH   SOLE   0 0 10,466
ESSEX PPTY TR INC COM 297178105 2,458 9,400 SH   SOLE   0 0 9,400
EXXON MOBIL CORP COM 30231G102 1,433 16,736 SH   SOLE   0 0 16,736
FACTSET RESH SYS INC COM 303075105 853 2,220 SH   SOLE   0 0 2,220
FASTENAL CO COM 311900104 46,982 941,149 SH   SOLE   0 0 941,149
FLEETCOR TECHNOLOGIES INC COM 339041105 42,655 203,014 SH   SOLE   0 0 203,014
GILEAD SCIENCES INC COM 375558103 865 14,000 SH   SOLE   0 0 14,000
IAC INTERACTIVECORP NEW COM NEW 44891N208 23,693 311,884 SH   SOLE   0 0 311,884
ISHARES TR CORE 1 5 YR USD 46432F859 337 7,112 SH   SOLE   0 0 7,112
ISHARES TR CORE HIGH DV ETF 46429B663 210 2,100 SH   SOLE   0 0 2,100
ISHARES TR MSCI USA QLT FCT 46432F339 1,332 11,923 SH   SOLE   0 0 11,923
ISHARES TR CORE S&P500 ETF 464287200 445 1,176 SH   SOLE   0 0 1,176
ISHARES TR SHRT NAT MUN ETF 464288158 240 2,300 SH   SOLE   0 0 2,300
JOHNSON & JOHNSON COM 478160104 336 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER C 530307305 30,362 262,557 SH   SOLE   0 0 262,557
MATCH GROUP INC NEW COM 57667L107 1,597 22,929 SH   SOLE   0 0 22,929
MCDONALDS CORP COM 580135101 3,209 13,000 SH   SOLE   0 0 13,000
MGM RESORTS INTERNATIONAL COM 552953101 29,947 1,034,446 SH   SOLE   0 0 1,034,446
MICROSOFT CORP COM 594918104 49,706 193,539 SH   SOLE   0 0 193,539
NEXSTAR MEDIA GROUP INC CL A 65336K103 24,751 151,962 SH   SOLE   0 0 151,962
NICE LTD SPONSORED ADR 653656108 28,314 147,129 SH   SOLE   0 0 147,129
NORTHERN TR CORP COM 665859104 1,157 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 19,570 30,978 SH   SOLE   0 0 30,978
PAYCHEX INC COM 704326107 227 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 1,811 25,938 SH   SOLE   0 0 25,938
PHILIP MORRIS INTL INC COM 718172109 375 3,800 SH   SOLE   0 0 3,800
PROCTER AND GAMBLE CO COM 742718109 1,023 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 34 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,170 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104 44,822 132,982 SH   SOLE   0 0 132,982
SPDR GOLD TR GOLD SHS 78463V107 431 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 238 1,200 SH   SOLE   0 0 1,200
UNITEDHEALTH GROUP INC COM 91324P102 43,964 85,595 SH   SOLE   0 0 85,595
VERTEX PHARMACEUTICALS INC COM 92532F100 47,722 169,355 SH   SOLE   0 0 169,355
VISA INC COM CL A 92826C839 56,024 284,546 SH   SOLE   0 0 284,546