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 3,196 36,486 SH   SOLE   34,611 0 1,875
ADOBE INC Common Stock 00724F101 10,873 22,170 SH   SOLE   20,718 0 1,452
AERCAP HOLDINGS NV Shares N00985106 22,003 873,463 SH   SOLE   827,337 0 46,126
AIR LEASE CORP Class A 00912X302 10,180 346,009 SH   SOLE   328,234 0 17,775
ALARM.COM HOLDINGS INC Common Stock 011642105 1,320 23,896 SH   SOLE   22,669 0 1,227
ALBERTSONS COS INC Common Stock 013091103 3,809 275,000 SH   SOLE   253,972 0 21,028
ALPHABET INC Capital Stock Class C 02079K107 15,479 10,533 SH   SOLE   9,992 0 541
AMAZON.COM INC Common Stock 023135106 13,017 4,134 SH   SOLE   3,921 0 213
APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03768E105 18,917 422,722 SH   SOLE   401,006 0 21,716
ARES COMMERCIAL REAL ESTATE Common Stock 04013V108 15,109 1,653,030 SH   SOLE   1,568,110 0 84,920
BERKSHIRE HATHAWAY INC Common Stock - Class A 084670108 320 1 SH   SOLE   1 0 0
BETTERWARE DE MEXICO SAPI DE Shares New P1666E105 4,038 221,996 SH   SOLE   208,836 0 13,160
BIGCOMMERCE HOLDINGS Common Stock - Series 1 08975P108 1,592 19,115 SH   SOLE   18,133 0 982
BILL.COM HOLDINGS INC Common Stock 090043100 86 857 SH   SOLE   813 0 44
BLACKSTONE GROUP INC/THE Common Stock Class A 09260D107 3,655 70,019 SH   SOLE   66,587 0 3,432
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 6,172 102,365 SH   SOLE   97,107 0 5,258
CBOE GLOBAL MARKETS INC Common Stock 12503M108 736 8,392 SH   SOLE   7,961 0 431
DANAHER CORP Common Stock 235851102 6,431 29,865 SH   SOLE   28,332 0 1,533
EQUITABLE HOLDINGS INC Common Stock 29452E101 3,128 171,504 SH   SOLE   162,694 0 8,810
EURONET WORLDWIDE INC Common Stock 298736109 11,248 123,465 SH   SOLE   117,122 0 6,343
FACEBOOK INC Class A 30303M102 23,511 89,770 SH   SOLE   85,158 0 4,612
FISERV INC Common Stock 337738108 34,347 333,307 SH   SOLE   316,137 0 17,170
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 13,726 57,648 SH   SOLE   54,687 0 2,961
GLOBAL PAYMENTS INC Common Stock 37940X102 20,632 116,187 SH   SOLE   109,841 0 6,346
GRANITE POINT MTGE TRST Note 6.375% 10/0 38741LAC1 9,210 10,111,000 PRN   SOLE   9,896,000 0 215,000
HCA HEALTHCARE INC Common Stock 40412C101 18,453 148,003 SH   SOLE   140,400 0 7,603
HEICO CORP Common Stock 422806109 6,469 61,806 SH   SOLE   58,631 0 3,175
INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 38,512 2,680,937 SH   SOLE   2,533,085 0 147,852
IQIYI INC Debt 2.000% 4/0 46267XAD0 474 500,000 PRN   SOLE   466,000 0 34,000
IQVIA HOLDINGS INC Common Stock 46266C105 13,633 86,488 SH   SOLE   82,045 0 4,443
KKR REAL ESTATE FINANCE TRUST Common Stock 48251K100 1,541 93,246 SH   SOLE   88,456 0 4,790
LITHIA MOTORS INC Class A 536797103 16,162 70,903 SH   SOLE   66,885 0 4,018
LOWE'S COS INC Common Stock 548661107 3,311 19,960 SH   SOLE   18,935 0 1,025
MADISON SQUARE GARDEN ENTERTAINMENT CORP Class A 55826T102 326 4,764 SH   SOLE   4,520 0 244
MADISON SQUARE GARDEN SPORTS CORP Class A 55825T103 717 4,764 SH   SOLE   4,520 0 244
MASTERCARD INC Class A 57636Q104 22,356 66,110 SH   SOLE   62,714 0 3,396
META FINANCIAL GROUP INC Common Stock 59100U108 8 442 SH   SOLE   419 0 23
MICROSOFT CORP Common Stock 594918104 21,899 104,118 SH   SOLE   98,769 0 5,349
NVIDIA CORP Common Stock 67066G104 10,149 18,753 SH   SOLE   17,501 0 1,252
PARTY CITY HOLDCO INC Common Stock 702149105 171 73,109 SH   SOLE   66,465 0 6,644
PAYPAL HOLDINGS INC Common Stock 70450Y103 13,563 68,837 SH   SOLE   64,421 0 4,416
PERFORMANCE FOOD GROUP CO Common Stock 71377A103 5,160 149,051 SH   SOLE   141,394 0 7,657
PPD INC Common Stock 69355F102 16,997 459,498 SH   SOLE   434,634 0 24,864
RAYTHEON TECHNOLOGIES CORP Common Stock New 75513E101 13,716 238,374 SH   SOLE   226,129 0 12,245
S&P GLOBAL INC Common Stock 78409V104 10,944 30,350 SH   SOLE   28,791 0 1,559
SALESFORCE.COM INC Common Stock 79466L302 11,101 44,170 SH   SOLE   41,398 0 2,772
SLACK TECHNOLOGIES INC Common Stock Class A 83088V102 1,284 47,788 SH   SOLE   45,333 0 2,455
SUPERIOR GROUP OF COS INC Common Stock 868358102 3,549 152,789 SH   SOLE   144,940 0 7,849
SYSCO CORP Common Stock 871829107 8,673 139,388 SH   SOLE   132,227 0 7,161
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 20,751 46,999 SH   SOLE   44,584 0 2,415
TRANSDIGM GROUP INC Common Stock 893641100 12,288 25,862 SH   SOLE   24,533 0 1,329
UNITEDHEALTH GROUP INC Common Stock 91324P102 11,188 35,887 SH   SOLE   34,043 0 1,844
US FOODS HOLDING CORP Common Stock 912008109 13,927 626,775 SH   SOLE   594,577 0 32,198
VICTORY CAPITAL HOLDING Common Stock Class A 92645B103 30,101 1,782,183 SH   SOLE   1,690,253 0 91,930
VISA INC-CLASS A SHARES Common Stock Class A 92826C839 16,000 80,012 SH   SOLE   75,901 0 4,111
WAYSIDE TECHNOLOGY GROUP INC Common Stock 946760105 717 31,085 SH   SOLE   29,488 0 1,597
WHEELER REIT INC CV PFD SER B 963025309 4,581 479,805 SH   SOLE   457,198 0 22,607
WHEELER REIT INC PFD CNV SER D 963025606 10,534 694,096 SH   SOLE   631,515 0 62,581
XPO LOGISTICS INC Common Stock 983793100 2,144 25,329 SH   SOLE   24,028 0 1,301