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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,641,023 14,438 SH   SOLE   0 0 14,438
ABBVIE INC COM 00287Y109   783,576 4,303 SH   SOLE   0 0 4,303
AIR LEASE CORP CL A 00912X302   60,293,027 1,172,104 SH   SOLE   0 0 1,172,104
ALIGN TECHNOLOGY INC COM 016255101   49,846,135 152,007 SH   SOLE   0 0 152,007
ALPHABET INC CAP STK CL A 02079K305   1,253,474 8,305 SH   SOLE   0 0 8,305
ALPHABET INC CAP STK CL C 02079K107   66,298,115 435,427 SH   SOLE   0 0 435,427
AMAZON COM INC COM 023135106   414,874 2,300 SH   SOLE   0 0 2,300
AMERICAS CAR-MART INC COM 03062T105   325,418 5,095 SH   SOLE   0 0 5,095
APPLE INC COM 037833100   1,238,451 7,222 SH   SOLE   0 0 7,222
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   913,112 19,950 SH   SOLE   0 0 19,950
BALL CORP COM 058498106   683,367 10,145 SH   SOLE   0 0 10,145
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   391,084 930 SH   SOLE   0 0 930
BLACKROCK INC COM 09247X101   48,439,194 58,101 SH   SOLE   0 0 58,101
BOOKING HOLDINGS INC COM 09857L108   47,057,406 12,971 SH   SOLE   0 0 12,971
BROADCOM INC COM 11135F101   621,617 469 SH   SOLE   0 0 469
CHEVRON CORP NEW COM 166764100   1,027,676 6,515 SH   SOLE   0 0 6,515
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   56,220 34,073 SH   SOLE   0 0 34,073
CNH INDL N V SHS N20944109   722,585 55,755 SH   SOLE   0 0 55,755
COCA COLA CO COM 191216100   1,113,476 18,200 SH   SOLE   0 0 18,200
COLGATE PALMOLIVE CO COM 194162103   896,718 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   793,955 18,315 SH   SOLE   0 0 18,315
CONCENTRIX CORP COM 20602D101   571,148 8,625 SH   SOLE   0 0 8,625
CONOCOPHILLIPS COM 20825C104   700,040 5,500 SH   SOLE   0 0 5,500
COPART INC COM 217204106   77,938,426 1,345,622 SH   SOLE   0 0 1,345,622
CORPAY INC COM SHS 219948106   66,821,125 216,572 SH   SOLE   0 0 216,572
COSTCO WHSL CORP NEW COM 22160K105   366,315 500 SH   SOLE   0 0 500
COTERRA ENERGY INC COM 127097103   724,183 25,975 SH   SOLE   0 0 25,975
CROWN CASTLE INC COM 22822V101   545,025 5,150 SH   SOLE   0 0 5,150
CUMMINS INC COM 231021106   295,534 1,003 SH   SOLE   0 0 1,003
D R HORTON INC COM 23331A109   52,616,124 319,758 SH   SOLE   0 0 319,758
DOLLAR GEN CORP NEW COM 256677105   1,728,365 11,075 SH   SOLE   0 0 11,075
DOUGLAS DYNAMICS INC COM 25960R105   580,448 24,065 SH   SOLE   0 0 24,065
EDWARDS LIFESCIENCES CORP COM 28176E108   43,320,215 453,330 SH   SOLE   0 0 453,330
ESSENT GROUP LTD COM G3198U102   816,180 13,715 SH   SOLE   0 0 13,715
ESSEX PPTY TR INC COM 297178105   2,808,216 11,471 SH   SOLE   0 0 11,471
EXXON MOBIL CORP COM 30231G102   1,850,425 15,919 SH   SOLE   0 0 15,919
FACTSET RESH SYS INC COM 303075105   497,557 1,095 SH   SOLE   0 0 1,095
FASTENAL CO COM 311900104   67,739,554 878,138 SH   SOLE   0 0 878,138
FORD MTR CO DEL COM 345370860   186,783 14,065 SH   SOLE   0 0 14,065
GILEAD SCIENCES INC COM 375558103   1,025,500 14,000 SH   SOLE   0 0 14,000
GSK PLC SPONSORED ADR 37733W204   279,512 6,520 SH   SOLE   0 0 6,520
HOME DEPOT INC COM 437076102   297,290 775 SH   SOLE   0 0 775
INTERCONTINENTAL EXCHANGE IN COM 45866F104   41,668,501 303,198 SH   SOLE   0 0 303,198
ISHARES TR CORE 1 5 YR USD 46432F859   303,616 6,400 SH   SOLE   0 0 6,400
ISHARES TR MSCI USA QLT FCT 46432F339   1,730,274 10,528 SH   SOLE   0 0 10,528
ISHARES TR 0-3 MNTH TREASRY 46436E718   359,340 3,568 SH   SOLE   0 0 3,568
JOHNSON & JOHNSON COM 478160104   418,729 2,647 SH   SOLE   0 0 2,647
LAMAR ADVERTISING CO NEW CL A 512816109   242,044 2,027 SH   SOLE   0 0 2,027
MCDONALDS CORP COM 580135101   3,122,596 11,075 SH   SOLE   0 0 11,075
MGM RESORTS INTERNATIONAL COM 552953101   48,068,712 1,018,189 SH   SOLE   0 0 1,018,189
MICROSOFT CORP COM 594918104   74,619,318 177,361 SH   SOLE   0 0 177,361
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   736,367 4,274 SH   SOLE   0 0 4,274
NICE LTD SPONSORED ADR 653656108   47,470,109 182,143 SH   SOLE   0 0 182,143
NORTHERN TR CORP COM 665859104   1,067,040 12,000 SH   SOLE   0 0 12,000
NVIDIA CORPORATION COM 67066G104   587,314 650 SH   SOLE   0 0 650
OREILLY AUTOMOTIVE INC COM 67103H107   29,705,348 26,314 SH   SOLE   0 0 26,314
PAYCHEX INC COM 704326107   221,040 1,800 SH   SOLE   0 0 1,800
PAYPAL HLDGS INC COM 70450Y103   1,448,190 21,618 SH   SOLE   0 0 21,618
PRICE T ROWE GROUP INC COM 74144T108   750,052 6,152 SH   SOLE   0 0 6,152
PROCTER AND GAMBLE CO COM 742718109   356,950 2,200 SH   SOLE   0 0 2,200
QURATE RETAIL INC COM SER A 74915M100   14,760 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106   3,084,620 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   4,544,657 10,682 SH   SOLE   0 0 10,682
SCHWAB CHARLES CORP COM 808513105   47,449,615 655,925 SH   SOLE   0 0 655,925
SKYWORKS SOLUTIONS INC COM 83088M102   751,416 6,937 SH   SOLE   0 0 6,937
SPDR GOLD TR GOLD SHS 78463V107   259,207 1,260 SH   SOLE   0 0 1,260
STRYKER CORPORATION COM 863667101   765,842 2,140 SH   SOLE   0 0 2,140
TIMKEN CO COM 887389104   30,428,875 348,037 SH   SOLE   0 0 348,037
TRUIST FINL CORP COM 89832Q109   573,786 14,720 SH   SOLE   0 0 14,720
UNITEDHEALTH GROUP INC COM 91324P102   43,552,743 88,039 SH   SOLE   0 0 88,039
VAIL RESORTS INC COM 91879Q109   916,054 4,111 SH   SOLE   0 0 4,111
VANGUARD INDEX FDS TOTAL STK MKT 922908769   245,865 946 SH   SOLE   0 0 946
VERTEX PHARMACEUTICALS INC COM 92532F100   66,933,851 160,125 SH   SOLE   0 0 160,125
VISA INC COM CL A 92826C839   75,424,844 270,262 SH   SOLE   0 0 270,262