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 145,728 3,167,322 SH   SOLE n/a 3,167,322 0 0
BOK Financial Corp. Common 05561Q201 259,417 2,896,899 SH   SOLE n/a 2,896,899 0 0
Callaway Golf Company Common 131193104 55,646 2,013,981 SH   SOLE n/a 2,013,981 0 0
Signify Health, Inc. Common 82671G100 3,923 219,516 SH   SOLE n/a 219,516 0 0
Boston Omaha Corp - CL A Common 101044105 7,254 187,056 SH   OTR n/a 140,932 0 46,124
Adobe Inc. Common 00724F101 2,170 3,770 SH   OTR n/a 0 0 3,770
Alphabet, Inc. - CL A Common 02079K305 762 285 SH   OTR n/a 0 0 285
Alphabet, Inc. - CL C Common 02079K107 4,563 1,712 SH   OTR n/a 0 0 1,712
Analog Devices, Inc. Common 032654105 1,303 7,782 SH   OTR n/a 0 0 7,782
Aon PLC Common G0403H108 1,887 6,603 SH   OTR n/a 0 0 6,603
Autodesk, Inc. Common 052769106 2,206 7,736 SH   OTR n/a 0 0 7,736
Berkshire Hathaway Inc. - CL B Common 084670702 2,418 8,860 SH   OTR n/a 0 0 8,860
Comcast Corp - CL A Common 20030N101 2,007 35,890 SH   OTR n/a 0 0 35,890
Copart, Inc. Common 217204106 5,723 41,259 SH   OTR n/a 0 0 41,259
CoStar Group, Inc. Common 22160N109 1,810 21,033 SH   OTR n/a 0 0 21,033
Costco Wholesale Corporation Common 22160K105 284 632 SH   OTR n/a 0 0 632
Descartes Systems Group Inc Common 249906108 3,068 37,756 SH   OTR n/a 0 0 37,756
Dollar Tree, Inc. Common 256746108 1,820 19,013 SH   OTR n/a 0 0 19,013
eBay Inc. Common 278642103 1,837 26,374 SH   OTR n/a 0 0 26,374
HEICO Corporation Common 422806109 1,607 12,186 SH   OTR n/a 0 0 12,186
JPMorgan Chase & Co. Common 46625H100 2,776 16,957 SH   OTR n/a 0 0 16,957
Liberty Broadband Corp - Series C Common 530307305 4,798 27,780 SH   OTR n/a 0 0 27,780
Masonite International Corporation Common 575385109 7,494 70,612 SH   OTR n/a 0 0 70,612
Meta Platforms, Inc. - CL A Common 30303M102 3,191 9,402 SH   OTR n/a 0 0 9,402
Microsoft Corporation Common 594918104 5,762 20,438 SH   OTR n/a 0 0 20,438
Mohawk Industries, Inc. Common 608190104 1,016 5,728 SH   OTR n/a 0 0 5,728
Moodys Corporation Common 615369105 2,654 7,473 SH   OTR n/a 0 0 7,473
Morningstar, Inc. Common 617700109 2,663 10,281 SH   OTR n/a 0 0 10,281
NICE Ltd. Common 617700110 2,208 7,774 SH   OTR n/a 0 0 7,774
PayPal Holdings, Inc. Common 70450Y103 1,227 4,716 SH   OTR n/a 0 0 4,716
Pegasystems Inc. Common 705573103 8,526 67,079 SH   OTR n/a 0 0 67,079
Primo Water Corporation Common 74167P108 4,650 295,802 SH   OTR n/a 0 0 295,802
PTC Inc. Common 69366J200 8,637 72,105 SH   OTR n/a 0 0 72,105
R1 RCM Inc. Common 749397105 1,416 64,344 SH   OTR n/a 0 0 64,344
Resideo Technologies, Inc. Common 76118Y104 7,701 310,635 SH   OTR n/a 0 0 310,635
Ryanair Holdings PLC Common 783513203 2,466 22,409 SH   OTR n/a 0 0 22,409
S&P Global Inc. Common 78409V104 2,672 6,289 SH   OTR n/a 0 0 6,289
SAP SE Common 803054204 1,440 10,660 SH   OTR n/a 0 0 10,660
ServiceNow, Inc. Common 81762P102 8,785 14,117 SH   OTR n/a 0 0 14,117
Telefonaktiebolaget LM Ericsson - Series B Common 294821608 2,393 213,642 SH   OTR n/a 0 0 213,642
Thermo Fisher Scientific Inc. Common 883556102 2,405 4,209 SH   OTR n/a 0 0 4,209
Tyler Technologies, Inc. Common 902252105 4,443 9,687 SH   OTR n/a 0 0 9,687
Visa Inc - CL A Common 92826C839 2,615 11,739 SH   OTR n/a 0 0 11,739
Wix.com Ltd. Common M98068105 2,194 11,198 SH   OTR n/a 0 0 11,198
Workiva Inc. - CL A Common 98139A105 6,471 45,905 SH   OTR n/a 0 0 45,905