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 33,157 727,457 SH   SOLE   664,406 0 63,051
ALPHABET INC-CL C Capital Stock Class C 02079K107 8,854 5,054 SH   SOLE   4,616 0 438
AMAZON.COM INC Common Stock 023135106 9,875 3,032 SH   SOLE   2,769 0 263
APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03768E105 10,860 221,722 SH   SOLE   202,505 0 19,217
ARES COMMERCIAL REAL ESTATE Common Stock 04013V108 10,298 864,684 SH   SOLE   789,754 0 74,930
BERKSHIRE HATHAWAY INC-CL A Common Stock - Class A 084670108 348 1 SH   SOLE   1 0 0
BETTERWARE DE MEXICO SAPI DE Shares New P1666E105 7,110 208,205 SH   SOLE   190,160 0 18,045
BLACKSTONE GROUP INC/THE-A Common Stock Class A 09260D107 4,512 69,625 SH   SOLE   63,848 0 5,777
FACEBOOK INC-A Class A 30303M102 8,646 31,651 SH   SOLE   28,909 0 2,742
FISERV INC Common Stock 337738108 23,520 206,571 SH   SOLE   188,669 0 17,902
FLAGSTAR BANCORP INC Common Stock Par .001 337930705 1,223 29,999 SH   SOLE   27,398 0 2,601
HCA HEALTHCARE INC Common Stock 40412C101 8,312 50,543 SH   SOLE   46,163 0 4,380
INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 39,833 2,566,575 SH   SOLE   2,381,149 0 185,426
LITHIA MOTORS INC-CL A Class A 536797103 5,568 19,025 SH   SOLE   17,377 0 1,648
LOWE'S COS INC Common Stock 548661107 3,197 19,915 SH   SOLE   18,189 0 1,726
MASTERCARD INC - A Class A 57636Q104 4,295 12,033 SH   SOLE   10,992 0 1,041
MICHAELS COS INC/THE Common stock 59408Q106 25,139 1,932,295 SH   SOLE   1,764,747 0 167,548
MICROSOFT CORP Common stock 594918104 9,109 40,953 SH   SOLE   37,405 0 3,548
PARTY CITY HOLDCO INC Common Stock 702149105 450 73,109 SH   SOLE   66,465 0 6,644
PAYPAL HOLDINGS INC Common Stock 70450Y103 7,932 33,867 SH   SOLE   30,931 0 2,936
PPD INC Common Stock 69355F102 8,898 260,036 SH   SOLE   237,505 0 22,531
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 7,929 110,878 SH   SOLE   101,268 0 9,610
S&P GLOBAL INC Common Stock 78409V104 6,667 20,280 SH   SOLE   18,523 0 1,757
SUPERIOR GROUP OF COS INC Common Stock 868358102 3,220 138,542 SH   SOLE   126,534 0 12,008
TRANSDIGM GROUP INC Common Stock 893641100 12,875 20,804 SH   SOLE   19,001 0 1,803
UNITEDHEALTH GROUP INC Common Stock 91324P102 9,049 25,804 SH   SOLE   23,568 0 2,236
US FOODS HOLDING CORP Common Stock 912008109 13,769 413,359 SH   SOLE   377,538 0 35,821
VICTORY CAPITAL HOLDING - A Common Stock Class A 92645B103 42,344 1,706,715 SH   SOLE   1,622,743 0 83,972
WARRIOR MET COAL INC Common Stock 93627C101 2,132 100,000 SH   SOLE   91,329 0 8,671
WHEELER REIT INC PFD CNV SER D 963025606 12,494 694,096 SH   SOLE   631,515 0 62,581
WHEELER REIT INC CV PFD SER B 963025309 6,237 479,805 SH   SOLE   457,198 0 22,607
XPO LOGISTICS INC Common Stock 983793100 3,012 25,270 SH   SOLE   23,080 0 2,190