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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   805,430 7,336 SH   SOLE   0 0 7,336
AIR LEASE CORP CL A 00912X302   45,527,541 1,184,996 SH   SOLE   0 0 1,184,996
ALIGN TECHNOLOGY INC COM 016255101   32,281,409 153,065 SH   SOLE   0 0 153,065
ALPHABET INC CAP STK CL A 02079K305   748,190 8,480 SH   SOLE   0 0 8,480
ALPHABET INC CAP STK CL C 02079K107   41,540,458 468,167 SH   SOLE   0 0 468,167
AMAZON COM INC COM 023135106   210,000 2,500 SH   SOLE   0 0 2,500
AMERICAS CAR-MART INC COM 03062T105   281,814 3,900 SH   SOLE   0 0 3,900
APPLE INC COM 037833100   1,319,285 10,154 SH   SOLE   0 0 10,154
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   253,298 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101   38,532,125 54,376 SH   SOLE   0 0 54,376
BROADCOM INC COM 11135F101   252,168 451 SH   SOLE   0 0 451
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   34,202 32,573 SH   SOLE   0 0 32,573
COCA COLA CO COM 191216100   1,272,200 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103   784,591 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   324,067 9,267 SH   SOLE   0 0 9,267
CONCENTRIX CORP COM 20602D101   46,878,712 352,048 SH   SOLE   0 0 352,048
CONOCOPHILLIPS COM 20825C104   649,000 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106   47,477,516 779,726 SH   SOLE   0 0 779,726
CUMMINS INC COM 231021106   417,950 1,725 SH   SOLE   0 0 1,725
D R HORTON INC COM 23331A109   44,436,732 498,505 SH   SOLE   0 0 498,505
DISNEY WALT CO COM 254687106   514,243 5,919 SH   SOLE   0 0 5,919
DOLLAR GEN CORP NEW COM 256677105   2,589,649 10,516 SH   SOLE   0 0 10,516
ESSENT GROUP LTD COM G3198U102   315,317 8,110 SH   SOLE   0 0 8,110
ESSEX PPTY TR INC COM 297178105   2,053,929 9,692 SH   SOLE   0 0 9,692
EXXON MOBIL CORP COM 30231G102   2,016,284 18,280 SH   SOLE   0 0 18,280
FACTSET RESH SYS INC COM 303075105   874,237 2,179 SH   SOLE   0 0 2,179
FASTENAL CO COM 311900104   43,259,613 914,193 SH   SOLE   0 0 914,193
FLEETCOR TECHNOLOGIES INC COM 339041105   39,640,348 215,812 SH   SOLE   0 0 215,812
GILEAD SCIENCES INC COM 375558103   1,316,767 15,338 SH   SOLE   0 0 15,338
GLOBUS MED INC CL A 379577208   26,941,071 362,745 SH   SOLE   0 0 362,745
IAC INC COM NEW 44891N208   7,735,102 174,214 SH   SOLE   0 0 174,214
ISHARES TR SHRT NAT MUN ETF 464288158   239,821 2,300 SH   SOLE   0 0 2,300
ISHARES TR MSCI USA QLT FCT 46432F339   1,441,006 12,645 SH   SOLE   0 0 12,645
ISHARES TR CORE S&P500 ETF 464287200   451,831 1,176 SH   SOLE   0 0 1,176
ISHARES TR 0-3 MNTH TREASRY 46436E718   348,087 3,476 SH   SOLE   0 0 3,476
ISHARES TR CORE HIGH DV ETF 46429B663   218,904 2,100 SH   SOLE   0 0 2,100
ISHARES TR CORE 1 5 YR USD 46432F859   297,216 6,400 SH   SOLE   0 0 6,400
JOHNSON & JOHNSON COM 478160104   340,758 1,929 SH   SOLE   0 0 1,929
LIBERTY BROADBAND CORP COM SER C 530307305   25,102,135 329,122 SH   SOLE   0 0 329,122
MATCH GROUP INC NEW COM 57667L107   693,962 16,726 SH   SOLE   0 0 16,726
MCDONALDS CORP COM 580135101   3,373,184 12,800 SH   SOLE   0 0 12,800
MGM RESORTS INTERNATIONAL COM 552953101   34,757,607 1,036,612 SH   SOLE   0 0 1,036,612
MICROSOFT CORP COM 594918104   46,786,469 195,090 SH   SOLE   0 0 195,090
NICE LTD SPONSORED ADR 653656108   29,435,553 153,071 SH   SOLE   0 0 153,071
NORTHERN TR CORP COM 665859104   1,061,880 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107   25,523,467 30,240 SH   SOLE   0 0 30,240
PAYCHEX INC COM 704326107   231,120 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103   1,537,497 21,588 SH   SOLE   0 0 21,588
PFIZER INC COM 717081103   228,787 4,465 SH   SOLE   0 0 4,465
PHILIP MORRIS INTL INC COM 718172109   375,287 3,708 SH   SOLE   0 0 3,708
PRICE T ROWE GROUP INC COM 74144T108   221,937 2,035 SH   SOLE   0 0 2,035
PROCTER AND GAMBLE CO COM 742718109   1,085,170 7,160 SH   SOLE   0 0 7,160
QURATE RETAIL INC COM SER A 74915M100   19,560 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106   2,376,495 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   42,564,325 127,080 SH   SOLE   0 0 127,080
SCHWAB CHARLES CORP COM 808513105   43,541,816 522,962 SH   SOLE   0 0 522,962
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   540,155 5,500 SH   SOLE   0 0 5,500
SKYWORKS SOLUTIONS INC COM 83088M102   206,865 2,270 SH   SOLE   0 0 2,270
SPDR GOLD TR GOLD SHS 78463V107   241,737 1,425 SH   SOLE   0 0 1,425
STRYKER CORPORATION COM 863667101   293,388 1,200 SH   SOLE   0 0 1,200
UNITEDHEALTH GROUP INC COM 91324P102   41,816,264 78,872 SH   SOLE   0 0 78,872
VAIL RESORTS INC COM 91879Q109   286,020 1,200 SH   SOLE   0 0 1,200
VERTEX PHARMACEUTICALS INC COM 92532F100   46,414,743 160,727 SH   SOLE   0 0 160,727
VISA INC COM CL A 92826C839   59,643,118 287,077 SH   SOLE   0 0 287,077
VMWARE INC CL A COM 928563402   457,281 3,725 SH   SOLE   0 0 3,725