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 691 7,140 SH   SOLE   0 0 7,140
AIR LEASE CORP CL A 00912X302 36,763 1,185,533 SH   SOLE   0 0 1,185,533
ALIGN TECHNOLOGY INC COM 016255101 24,136 116,537 SH   SOLE   0 0 116,537
ALPHABET INC CAP STK CL A 02079K305 811 8,480 SH   SOLE   0 0 8,480
ALPHABET INC CAP STK CL C 02079K107 47,311 492,055 SH   SOLE   0 0 492,055
AMAZON COM INC COM 023135106 283 2,500 SH   SOLE   0 0 2,500
AMERICAS CAR-MART INC COM 03062T105 241 3,950 SH   SOLE   0 0 3,950
APPLE INC COM 037833100 818 5,916 SH   SOLE   0 0 5,916
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 219 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101 30,081 54,664 SH   SOLE   0 0 54,664
CARGURUS INC COM CL A 141788109 15,052 1,062,255 SH   SOLE   0 0 1,062,255
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 45 32,573 SH   SOLE   0 0 32,573
COCA COLA CO COM 191216100 1,120 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 700 9,958 SH   SOLE   0 0 9,958
CONCENTRIX CORP COM 20602D101 37,787 338,504 SH   SOLE   0 0 338,504
CONOCOPHILLIPS COM 20825C104 563 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106 41,338 388,515 SH   SOLE   0 0 388,515
CUMMINS INC COM 231021106 396 1,945 SH   SOLE   0 0 1,945
D R HORTON INC COM 23331A109 34,154 507,113 SH   SOLE   0 0 507,113
DISNEY WALT CO COM 254687106 25,887 274,432 SH   SOLE   0 0 274,432
DOLLAR GEN CORP NEW COM 256677105 2,471 10,300 SH   SOLE   0 0 10,300
ESSEX PPTY TR INC COM 297178105 2,229 9,200 SH   SOLE   0 0 9,200
EXXON MOBIL CORP COM 30231G102 1,461 16,736 SH   SOLE   0 0 16,736
FACTSET RESH SYS INC COM 303075105 872 2,179 SH   SOLE   0 0 2,179
FASTENAL CO COM 311900104 42,588 925,029 SH   SOLE   0 0 925,029
FLEETCOR TECHNOLOGIES INC COM 339041105 35,795 203,183 SH   SOLE   0 0 203,183
GILEAD SCIENCES INC COM 375558103 864 14,000 SH   SOLE   0 0 14,000
GLOBUS MED INC CL A 379577208 20,581 345,495 SH   SOLE   0 0 345,495
IAC INC COM NEW 44891N208 12,700 229,321 SH   SOLE   0 0 229,321
ISHARES TR CORE 1 5 YR USD 46432F859 296 6,412 SH   SOLE   0 0 6,412
ISHARES TR MSCI USA QLT FCT 46432F339 1,249 12,018 SH   SOLE   0 0 12,018
ISHARES TR CORE S&P500 ETF 464287200 422 1,176 SH   SOLE   0 0 1,176
ISHARES TR SHRT NAT MUN ETF 464288158 826 8,050 SH   SOLE   0 0 8,050
ISHARES TR 0-3 MNTH TREASRY 46436E718 411 4,100 SH   SOLE   0 0 4,100
JOHNSON & JOHNSON COM 478160104 310 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER C 530307305 20,754 281,224 SH   SOLE   0 0 281,224
MATCH GROUP INC NEW COM 57667L107 837 17,533 SH   SOLE   0 0 17,533
MCDONALDS CORP COM 580135101 3,000 13,000 SH   SOLE   0 0 13,000
MGM RESORTS INTERNATIONAL COM 552953101 30,652 1,031,373 SH   SOLE   0 0 1,031,373
MICROSOFT CORP COM 594918104 45,254 194,304 SH   SOLE   0 0 194,304
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 25,772 154,464 SH   SOLE   0 0 154,464
NICE LTD SPONSORED ADR 653656108 27,487 146,021 SH   SOLE   0 0 146,021
NORTHERN TR CORP COM 665859104 1,027 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107 21,383 30,402 SH   SOLE   0 0 30,402
PAYCHEX INC COM 704326107 224 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 2,237 25,988 SH   SOLE   0 0 25,988
PHILIP MORRIS INTL INC COM 718172109 315 3,800 SH   SOLE   0 0 3,800
PROCTER AND GAMBLE CO COM 742718109 898 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 24 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 1,978 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104 39,243 128,517 SH   SOLE   0 0 128,517
SPDR GOLD TR GOLD SHS 78463V107 396 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 243 1,200 SH   SOLE   0 0 1,200
UNITEDHEALTH GROUP INC COM 91324P102 40,554 80,298 SH   SOLE   0 0 80,298
VERTEX PHARMACEUTICALS INC COM 92532F100 46,913 162,027 SH   SOLE   0 0 162,027
VISA INC COM CL A 92826C839 50,534 284,457 SH   SOLE   0 0 284,457