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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
DANAHER CORPORATIONCOM2358511024,98322,137SH SOLE 0022,137
DOUBLELINE OPPORTUNISTIC CRCOM2586231075,460276,574SH SOLE 00276,574
FIRSTSERVICE CORP NEWCOM33767E2025,85839,531SH SOLE 0039,531
GREEN BRICK PARTNERS INCCOM3927091015,272232,450SH SOLE 00232,450
HEICO CORP NEWCL A4228062085,36247,204SH SOLE 0047,204
IAC INTERACTIVECORP NEWCOM44891N1095,27424,381SH SOLE 0024,381
IES HLDGS INCCOM44951W1069,327185,024SH SOLE 00185,024
ISHARES GOLD TRISHARES46428510542125,914SH SOLE 0025,914
ISHARES TRTIPS BD ETF4642871762,40419,155SH SOLE 0019,155
ISHARES TR20 YR TR BD ETF4642874323,71627,435SH SOLE 0027,435
L3HARRIS TECHNOLOGIES INCCOM5024311095,20125,661SH SOLE 0025,661
LOCKHEED MARTIN CORPCOM5398301095,18714,037SH SOLE 0014,037
LOWES COS INCCOM5486611075,45428,676SH SOLE 0028,676
MICROSOFT CORPCOM5949181044,39718,649SH SOLE 0018,649
NVR INCCOM62944T1055,4261,152SH SOLE 001,152
PALANTIR TECHNOLOGIES INCCL A69608A1084,400188,928SH SOLE 00188,928
PAR TECHNOLOGY CORPCOM6988841035,48683,874SH SOLE 0083,874
PATRICK INDS INCCOM70334310310,101118,835SH SOLE 00118,835
PIMCO DYNAMIC INCOME FDSHS72201Y10179928,369SH SOLE 0028,369
POOL CORPCOM73278L1055,02614,557SH SOLE 0014,557
ROPER TECHNOLOGIES INCCOM7766961064,55311,288SH SOLE 0011,288
SPDR GOLD TRGOLD SHS78463V10710,87567,984SH SOLE 0067,984
SERVICE CORP INTLCOM8175651044,62690,617SH SOLE 0090,617
SHARPSPRING INCCOM8200541041,26779,158SH SOLE 0079,158
TYLER TECHNOLOGIES INCCOM9022521055,11612,050SH SOLE 0012,050
VANGUARD MALVERN FDSSTRM INFPROIDX92202080511,021213,834SH SOLE 00213,834
WASTE CONNECTIONS INCCOM94106B1014,76044,081SH SOLE 0044,081