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   985,158 10,172 SH   SOLE   0 0 10,172
ABBVIE INC COM 00287Y109   492,941 3,307 SH   SOLE   0 0 3,307
AIR LEASE CORP CL A 00912X302   46,455,912 1,178,785 SH   SOLE   0 0 1,178,785
ALIGN TECHNOLOGY INC COM 016255101   46,434,898 152,086 SH   SOLE   0 0 152,086
ALPHABET INC CAP STK CL A 02079K305   1,093,335 8,355 SH   SOLE   0 0 8,355
ALPHABET INC CAP STK CL C 02079K107   58,721,771 445,368 SH   SOLE   0 0 445,368
AMAZON COM INC COM 023135106   292,376 2,300 SH   SOLE   0 0 2,300
AMERICAS CAR-MART INC COM 03062T105   263,871 2,900 SH   SOLE   0 0 2,900
APPLE INC COM 037833100   1,491,313 8,710 SH   SOLE   0 0 8,710
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   604,333 16,150 SH   SOLE   0 0 16,150
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   287,246 820 SH   SOLE   0 0 820
BLACKROCK INC COM 09247X101   37,523,292 58,042 SH   SOLE   0 0 58,042
BROADCOM INC COM 11135F101   607,154 731 SH   SOLE   0 0 731
CHEVRON CORP NEW COM 166764100   385,465 2,286 SH   SOLE   0 0 2,286
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   53,835 34,073 SH   SOLE   0 0 34,073
COCA COLA CO COM 191216100   1,018,836 18,200 SH   SOLE   0 0 18,200
COLGATE PALMOLIVE CO COM 194162103   708,113 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   638,274 14,395 SH   SOLE   0 0 14,395
CONCENTRIX CORP COM 20602D101   28,559,962 356,509 SH   SOLE   0 0 356,509
CONOCOPHILLIPS COM 20825C104   658,900 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106   60,553,817 1,405,287 SH   SOLE   0 0 1,405,287
COSTCO WHSL CORP NEW COM 22160K105   282,480 500 SH   SOLE   0 0 500
CROWN CASTLE INC COM 22822V101   324,406 3,525 SH   SOLE   0 0 3,525
CUMMINS INC COM 231021106   394,094 1,725 SH   SOLE   0 0 1,725
D R HORTON INC COM 23331A109   37,756,167 351,318 SH   SOLE   0 0 351,318
DOLLAR GEN CORP NEW COM 256677105   1,089,740 10,300 SH   SOLE   0 0 10,300
EDWARDS LIFESCIENCES CORP COM 28176E108   31,099,307 448,893 SH   SOLE   0 0 448,893
ESSENT GROUP LTD COM G3198U102   437,669 9,255 SH   SOLE   0 0 9,255
ESSEX PPTY TR INC COM 297178105   2,285,694 10,777 SH   SOLE   0 0 10,777
EXXON MOBIL CORP COM 30231G102   1,872,109 15,922 SH   SOLE   0 0 15,922
FACTSET RESH SYS INC COM 303075105   578,495 1,323 SH   SOLE   0 0 1,323
FASTENAL CO COM 311900104   49,104,049 898,683 SH   SOLE   0 0 898,683
FLEETCOR TECHNOLOGIES INC COM 339041105   55,272,684 216,467 SH   SOLE   0 0 216,467
GILEAD SCIENCES INC COM 375558103   1,149,430 15,338 SH   SOLE   0 0 15,338
HOME DEPOT INC COM 437076102   234,174 775 SH   SOLE   0 0 775
INTERCONTINENTAL EXCHANGE IN COM 45866F104   26,108,736 237,309 SH   SOLE   0 0 237,309
ISHARES TR CORE 1 5 YR USD 46432F859   296,832 6,400 SH   SOLE   0 0 6,400
ISHARES TR CORE HIGH DV ETF 46429B663   212,614 2,150 SH   SOLE   0 0 2,150
ISHARES TR MSCI USA QLT FCT 46432F339   1,732,380 13,145 SH   SOLE   0 0 13,145
ISHARES TR CORE S&P500 ETF 464287200   493,845 1,150 SH   SOLE   0 0 1,150
ISHARES TR USD INV GRDE ETF 464288620   231,697 4,820 SH   SOLE   0 0 4,820
ISHARES TR 0-3 MNTH TREASRY 46436E718   655,662 6,513 SH   SOLE   0 0 6,513
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845   232,273 4,615 SH   SOLE   0 0 4,615
JOHNSON & JOHNSON COM 478160104   474,570 3,047 SH   SOLE   0 0 3,047
MCDONALDS CORP COM 580135101   3,227,140 12,250 SH   SOLE   0 0 12,250
MGM RESORTS INTERNATIONAL COM 552953101   37,239,321 1,013,039 SH   SOLE   0 0 1,013,039
MICROSOFT CORP COM 594918104   57,632,370 182,525 SH   SOLE   0 0 182,525
NICE LTD SPONSORED ADR 653656108   28,054,080 165,024 SH   SOLE   0 0 165,024
NORTHERN TR CORP COM 665859104   833,760 12,000 SH   SOLE   0 0 12,000
OREILLY AUTOMOTIVE INC COM 67103H107   24,280,195 26,715 SH   SOLE   0 0 26,715
PAYCHEX INC COM 704326107   207,594 1,800 SH   SOLE   0 0 1,800
PAYPAL HLDGS INC COM 70450Y103   1,260,865 21,568 SH   SOLE   0 0 21,568
PFIZER INC COM 717081103   414,791 12,505 SH   SOLE   0 0 12,505
PRICE T ROWE GROUP INC COM 74144T108   525,399 5,010 SH   SOLE   0 0 5,010
PROCTER AND GAMBLE CO COM 742718109   320,892 2,200 SH   SOLE   0 0 2,200
QURATE RETAIL INC COM SER A 74915M100   7,279 12,000 SH   SOLE   0 0 12,000
RESTAURANT BRANDS INTL INC COM 76131D103   281,470 4,225 SH   SOLE   0 0 4,225
ROPER TECHNOLOGIES INC COM 776696106   2,663,540 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   24,200,373 66,228 SH   SOLE   0 0 66,228
SCHWAB CHARLES CORP COM 808513105   36,091,864 657,411 SH   SOLE   0 0 657,411
SKYWORKS SOLUTIONS INC COM 83088M102   503,795 5,110 SH   SOLE   0 0 5,110
SMUCKER J M CO COM NEW 832696405   325,957 2,652 SH   SOLE   0 0 2,652
SPDR GOLD TR GOLD SHS 78463V107   244,316 1,425 SH   SOLE   0 0 1,425
STRYKER CORPORATION COM 863667101   584,798 2,140 SH   SOLE   0 0 2,140
TIMKEN CO COM 887389104   23,407,814 318,517 SH   SOLE   0 0 318,517
UNITEDHEALTH GROUP INC COM 91324P102   44,600,121 88,459 SH   SOLE   0 0 88,459
VAIL RESORTS INC COM 91879Q109   598,881 2,699 SH   SOLE   0 0 2,699
VANGUARD INDEX FDS VALUE ETF 922908744   215,171 1,560 SH   SOLE   0 0 1,560
VANGUARD INDEX FDS TOTAL STK MKT 922908769   208,587 982 SH   SOLE   0 0 982
VERTEX PHARMACEUTICALS INC COM 92532F100   56,044,908 161,169 SH   SOLE   0 0 161,169
VISA INC COM CL A 92826C839   62,713,715 272,656 SH   SOLE   0 0 272,656
WALMART INC COM 931142103   447,164 2,796 SH   SOLE   0 0 2,796