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
AERCAP HOLDINGS NV Shares N00985106 3,411 149,678 SH   SOLE   136,392 0 13,286
ALLERGAN PLC Shares G0177J108 8,796 49,667 SH   SOLE   45,644 0 4,023
ALPHABET INC Capital Stock Class C 02079K107 14,439 12,417 SH   SOLE   11,412 0 1,005
AMAZON.COM INC Common Stock 023135106 9,012 4,622 SH   SOLE   4,248 0 374
APOLLO CMMRL REAL EST FIN INC Common Stock 03762UAB1 3,475 5,000,000 PRN   SOLE   4,481,000 0 519,000
APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03768E105 11,614 346,680 SH   SOLE   318,238 0 28,442
ARES COMMERCIAL REAL ESTATE CORP Common Stock 04013V108 7,101 1,015,821 SH   SOLE   923,480 0 92,341
BERKSHIRE HATHAWAY INC Common Stock - Class A 084670108 272 1 SH   SOLE   1 0 0
BLACKSTONE GROUP INC/THE Common Stock Class A 09260D107 8,813 193,392 SH   SOLE   172,730 0 20,662
BLACKSTONE MORTGAGE TRUST INC NOTE 4.375% 5/0 09257WAB6 778 1,000,000 PRN   SOLE   910,000 0 90,000
BLACKSTONE MORTGAGE TRUST INC Common Stock Class A 09257W100 13,006 698,500 SH   SOLE   636,495 0 62,005
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 6,726 120,673 SH   SOLE   110,899 0 9,774
CBOE GLOBAL MARKETS INC Common Stock 12503M108 871 9,763 SH   SOLE   9,093 0 670
DANAHER CORP Common Stock 235851102 6,949 50,206 SH   SOLE   46,140 0 4,066
DELL TECHNOLOGIES INC Class C 24703L202 3,335 84,311 SH   SOLE   77,725 0 6,586
EURONET WORLDWIDE INC Common Stock 298736109 29,424 343,262 SH   SOLE   315,460 0 27,802
FACEBOOK INC Class A 30303M102 22,406 134,331 SH   SOLE   123,452 0 10,879
FISERV INC Common Stock 337738108 14,713 154,892 SH   SOLE   142,347 0 12,545
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 12,192 65,359 SH   SOLE   60,065 0 5,294
GLOBAL PAYMENTS INC Common Stock 37940X102 14,528 100,729 SH   SOLE   92,570 0 8,159
HCA HEALTHCARE INC Common Stock 40412C101 15,999 178,064 SH   SOLE   163,665 0 14,399
HEICO CORP Common Stock 422806109 6,555 87,859 SH   SOLE   80,742 0 7,117
INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 23,435 2,566,847 SH   SOLE   2,358,953 0 207,894
IQIYI INC Debt 2.000% 4/0 46267XAD0 443 500,000 PRN   SOLE   466,000 0 34,000
IQVIA HOLDINGS INC Common Stock 46266C105 13,873 128,620 SH   SOLE   118,202 0 10,418
KKR REAL ESTATE FINANCE TRUST INC Common Stock 48251K100 6,235 415,364 SH   SOLE   377,655 0 37,709
LOWE'S COS INC Common Stock 548661107 2,024 23,527 SH   SOLE   21,622 0 1,905
MADISON SQUARE GARDEN CO Common Stock -A 553573106 1,171 5,540 SH   SOLE   5,165 0 375
MASTERCARD INC Class A 57636Q104 18,483 76,514 SH   SOLE   70,317 0 6,197
META FINANCIAL GROUP INC Common Stock 59100U108 8,244 379,570 SH   SOLE   350,625 0 28,945
MICROSOFT CORP Common Stock 594918104 18,560 117,684 SH   SOLE   108,152 0 9,532
PARK HOTELS & RESORTS INC Common Stock 700517105 2,763 349,250 SH   SOLE   318,248 0 31,002
PERFORMANCE FOOD GROUP CO Common Stock 71377A103 2,465 99,728 SH   SOLE   90,925 0 8,803
PPD INC Common Stock 69355F102 10,233 574,553 SH   SOLE   527,937 0 46,616
RAYTHEON COMPANY Common Stock New 755111507 12,976 98,938 SH   SOLE   90,925 0 8,013
RECRO PHARMA INC Common Stock 75629F109 7,540 922,924 SH   SOLE   849,107 0 73,817
S&P GLOBAL INC Common Stock 78409V104 8,612 35,145 SH   SOLE   32,299 0 2,846
SUPERIOR GROUP OF COS INC Common Stock 868358102 822 97,126 SH   SOLE   88,788 0 8,338
SYSCO CORP Common Stock 871829107 2,958 64,824 SH   SOLE   59,102 0 5,722
TALLGRASS ENERGY LP Class A Shares 874696107 13,250 804,998 SH   SOLE   737,545 0 67,453
TAUBMAN CENTERS INC Common Stock 876664103 1,044 24,932 SH   SOLE   22,731 0 2,201
TECH DATA CORP Common Stock 878237106 2,589 19,788 SH   SOLE   18,185 0 1,603
TESLA INC Note 2.375% 3/1 88160RAG6 21,142 11,500,000 PRN   SOLE   10,748,000 0 752,000
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 17,840 62,904 SH   SOLE   57,810 0 5,094
TIFFANY & CO Common Stock 886547108 2,293 17,706 SH   SOLE   16,263 0 1,443
TRANSDIGM GROUP INC Common Stock 893641100 7,942 24,804 SH   SOLE   22,795 0 2,009
UNITEDHEALTH GROUP INC Common Stock 91324P102 15,650 62,756 SH   SOLE   57,673 0 5,083
US FOODS HOLDING CORP Common Stock 912008109 16,783 947,675 SH   SOLE   863,801 0 83,874
VICTORY CAPITAL HOLDING Common Stock Class A 92645B103 29,228 1,786,537 SH   SOLE   1,641,842 0 144,695
VISA INC Common Stock Class A 92826C839 15,197 94,319 SH   SOLE   86,680 0 7,639
WAYSIDE TECHNOLOGY GROUP INC Common Stock 946760105 469 36,644 SH   SOLE   33,676 0 2,968
WHEELER REIT INC PFD CNV SER D 963025606 6,122 694,096 SH   SOLE   631,515 0 62,581
WHEELER REIT INC CV PFD SER B 963025309 3,181 515,609 SH   SOLE   470,815 0 44,794
XPO LOGISTICS INC Common Stock 983793100 1,455 29,856 SH   SOLE   27,438 0 2,418