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
Aspen Aerogels, Inc. Common 04523Y105 52,863 3,167,322 SH   SOLE n/a 3,167,322 0 0
BOK Financial Corp Common 05561Q201 198,380 2,896,899 SH   SOLE n/a 2,896,899 0 0
Boston Omaha Corp - CL A Common 101044105 5,279 190,927 SH   OTR n/a 140,932 0 49,995
Accenture PLC Common G1151C101 3,252 12,450 SH   OTR n/a 0 0 12,450
Adobe Inc. Common 00724F101 604 1,208 SH   OTR n/a 0 0 1,208
Alphabet, Inc. - CL A Common 02079K305 500 285 SH   OTR n/a 0 0 285
Alphabet Inc. - CL C Common 02079K107 3,001 1,712 SH   OTR n/a 0 0 1,712
Analog Devices, Inc. Common 032654105 1,150 7,782 SH   OTR n/a 0 0 7,782
Autodesk, Inc. Common 052769106 2,224 7,284 SH   OTR n/a 0 0 7,284
Berkshire Hathaway Inc. - CL B Common 084670702 3,466 14,947 SH   OTR n/a 0 0 14,947
Booking Holdings Inc. Common 09857L108 1,437 645 SH   OTR n/a 0 0 645
Comcast Corp - CL A Common 20030N101 1,881 35,890 SH   OTR n/a 0 0 35,890
Copart, Inc. Common 217204106 5,143 40,413 SH   OTR n/a 0 0 40,413
CoStar Group, Inc. Common 22160N109 669 724 SH   OTR n/a 0 0 724
Costco Wholesale Corp New Common 22160K105 238 632 SH   OTR n/a 0 0 632
Descartes Systems Group Inc Common 249906108 2,023 34,592 SH   OTR n/a 0 0 34,592
Facebook, Inc. - CL A Common 30303M102 2,568 9,402 SH   OTR n/a 0 0 9,402
Heico Corporation Common 422806109 1,613 12,186 SH   OTR n/a 0 0 12,186
JPMorgan Chase & Co. Common 46625H100 4,234 33,324 SH   OTR n/a 0 0 33,324
Liberty Broadband Corp - Series C Common 530307305 5,812 36,697 SH   OTR n/a 0 0 36,697
Masonite International Corporation Common 575385109 6,812 69,268 SH   OTR n/a 0 0 69,268
Microsoft Corp Common 594918104 5,024 22,589 SH   OTR n/a 0 0 22,589
Mohawk Industries, Inc. Common 608190104 1,536 10,895 SH   OTR n/a 0 0 10,895
Moodys Corp Common 615369105 2,297 7,913 SH   OTR n/a 0 0 7,913
MSCI Inc. Common 55354G100 689 1,542 SH   OTR n/a 0 0 1,542
PayPal Holdings, Inc. Common 70450Y103 1,104 4,716 SH   OTR n/a 0 0 4,716
Pegasystems Inc. Common 705573103 5,983 44,900 SH   OTR n/a 0 0 44,900
Primo Water Corporation Common 74167P108 4,551 290,218 SH   OTR n/a 0 0 290,218
PTC Inc. Common 69366J200 10,766 90,011 SH   OTR n/a 0 0 90,011
R1 RCM Inc. Common 749397105 1,441 59,985 SH   OTR n/a 0 0 59,985
Resideo Technologies, Inc. Common 76118Y104 6,750 317,503 SH   OTR n/a 0 0 317,503
Richardson Electronics, Ltd. Common 763165107 657 139,388 SH   OTR n/a 0 0 139,388
Ryanair Holdings PLC Common 783513203 3,047 27,709 SH   OTR n/a 0 0 27,709
S&P Global Inc. Common 78409V104 2,514 7,647 SH   OTR n/a 0 0 7,647
SAP SE Common 803054204 1,291 9,898 SH   OTR n/a 0 0 9,898
ServiceNow, Inc. Common 81762P102 8,490 15,425 SH   OTR n/a 0 0 15,425
Talend S.A. Common 874224207 3,044 79,396 SH   OTR n/a 0 0 79,396
Telefonaktiebolaget LM Ericsson - Series B Common 294821608 2,553 213,642 SH   OTR n/a 0 0 213,642
Tyler Technologies, Inc. Common 902252105 4,338 9,938 SH   OTR n/a 0 0 9,938
Visa Inc. - CL A Common 92826C839 2,568 11,739 SH   OTR n/a 0 0 11,739
Wix.com Ltd. Common M98068105 2,663 10,652 SH   OTR n/a 0 0 10,652
Workiva Inc. Common 98139A105 3,445 37,604 SH   OTR n/a 0 0 37,604