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
ABBVIE INC Common Stock 00287Y109 3,626 36,936 SH   SOLE   34,942 0 1,994
AERCAP HOLDINGS NV Shares N00985106 25,677 833,677 SH   SOLE   788,656 0 45,021
AIR LEASE CORP Class A 00912X302 10,260 350,302 SH   SOLE   331,385 0 18,917
ALPHABET INC Capital Stock Class C 02079K107 15,075 10,664 SH   SOLE   10,088 0 576
AMAZON.COM INC Common Stock 023135106 11,546 4,185 SH   SOLE   3,959 0 226
APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03768E105 21,364 427,964 SH   SOLE   404,852 0 23,112
ARES COMMERCIAL REAL ESTATE Common Stock 04013V108 15,273 1,674,643 SH   SOLE   1,584,206 0 90,437
BERKSHIRE HATHAWAY INC Common Stock - Class A 084670108 267 1 SH   SOLE   1 0 0
BILL.COM HOLDINGS INC Common Stock 090043100 78 868 SH   SOLE   821 0 47
BLACKSTONE GROUP INC/THE Common Stock Class A 09260D107 4,007 70,719 SH   SOLE   67,068 0 3,651
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 6,094 103,636 SH   SOLE   98,039 0 5,597
CBOE GLOBAL MARKETS INC Common Stock 12503M108 793 8,498 SH   SOLE   8,039 0 459
DANAHER CORP Common Stock 235851102 5,347 30,237 SH   SOLE   28,604 0 1,633
EQUITABLE HOLDINGS INC Common Stock 29452E101 3,349 173,632 SH   SOLE   164,255 0 9,377
EURONET WORLDWIDE INC Common Stock 298736109 11,977 124,995 SH   SOLE   118,245 0 6,750
FACEBOOK INC Class A 30303M102 24,079 106,041 SH   SOLE   99,733 0 6,308
FISERV INC Common Stock 337738108 15,727 161,109 SH   SOLE   152,409 0 8,700
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 14,680 58,363 SH   SOLE   55,211 0 3,152
GLOBAL PAYMENTS INC Common Stock 37940X102 17,376 102,442 SH   SOLE   96,910 0 5,532
GRANITE POINT MORTGAGE TRUST Common Stock 38741L107 2,158 300,602 SH   SOLE   284,369 0 16,233
GRANITE POINT MTGE TRST Note 6.375% 10/0 38741LAC1 15,760 22,514,000 PRN   SOLE   21,156,000 0 1,358,000
HCA HEALTHCARE INC Common Stock 40412C101 14,596 150,379 SH   SOLE   142,287 0 8,092
HEICO CORP Common Stock 422806109 6,235 62,572 SH   SOLE   59,193 0 3,379
INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 31,980 2,566,647 SH   SOLE   2,428,039 0 138,608
IQIYI INC Debt 2.000% 4/0 46267XAD0 496 500,000 PRN   SOLE   466,000 0 34,000
IQVIA HOLDINGS INC Common Stock 46266C105 11,051 77,891 SH   SOLE   73,684 0 4,207
KKR REAL ESTATE FINANCE TRUS Common Stock 48251K100 1,565 94,406 SH   SOLE   89,307 0 5,099
LOWE'S COS INC Common Stock 548661107 2,730 20,207 SH   SOLE   19,116 0 1,091
MADISON SQUARE GARDEN ENTERTAINMENT CORP Class A 55826T102 362 4,824 SH   SOLE   4,564 0 260
MADISON SQUARE GARDEN SPORTS CORP. CMN Class A 55825T103 709 4,824 SH   SOLE   4,564 0 260
MASTERCARD INC Class A 57636Q104 19,791 66,929 SH   SOLE   63,314 0 3,615
META FINANCIAL GROUP INC Common Stock 59100U108 8 446 SH   SOLE   422 0 24
MICROSOFT CORP Common Stock 594918104 21,451 105,407 SH   SOLE   99,715 0 5,692
PERFORMANCE FOOD GROUP CO Common Stock 71377A103 4,397 150,899 SH   SOLE   142,750 0 8,149
PPD INC Common Stock 69355F102 6,673 248,992 SH   SOLE   235,546 0 13,446
RAYTHEON TECHNOLOGIES CORP Common Stock New 75513E101 14,871 241,331 SH   SOLE   228,298 0 13,033
S&P GLOBAL INC Common Stock 78409V104 8,530 25,890 SH   SOLE   24,491 0 1,399
SUPERIOR GROUP OF COS INC Common Stock 868358102 2,073 154,683 SH   SOLE   146,329 0 8,354
SYSCO CORP Common Stock 871829107 7,713 141,117 SH   SOLE   133,496 0 7,621
TESLA INC Note 2.375% 3/1 88160RAG6 38,644 11,000,000 PRN   SOLE   10,492,000 0 508,000
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 17,241 47,582 SH   SOLE   45,012 0 2,570
TRANSDIGM GROUP INC Common Stock 893641100 17,987 40,691 SH   SOLE   38,494 0 2,197
UNITEDHEALTH GROUP INC Common Stock 91324P102 9,290 31,496 SH   SOLE   29,794 0 1,702
US FOODS HOLDING CORP Common Stock 912008109 12,513 634,549 SH   SOLE   600,281 0 34,268
VICTORY CAPITAL HOLDING - A Common Stock Class A 92645B103 31,876 1,854,352 SH   SOLE   1,754,211 0 100,141
VISA INC-CLASS A SHARES Common Stock Class A 92826C839 15,648 81,004 SH   SOLE   76,630 0 4,374
WAYSIDE TECHNOLOGY GROUP INC Common Stock 946760105 809 31,472 SH   SOLE   29,773 0 1,699
WHEELER REIT INC CV PFD SER B 963025309 3,452 479,805 SH   SOLE   457,198 0 22,607
WHEELER REIT INC PFD CNV SER D 963025606 8,048 694,096 SH   SOLE   631,515 0 62,581
XPO LOGISTICS INC Common Stock 983793100 1,981 25,643 SH   SOLE   24,258 0 1,385