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
ABBOTT LABS COM 002824100 895 7,559 SH   SOLE   0 0 7,559
AIR LEASE CORP CL A 00912X302 52,662 1,179,442 SH   SOLE   0 0 1,179,442
ALIGN TECHNOLOGY INC COM 016255101 40,740 93,440 SH   SOLE   0 0 93,440
ALPHABET INC CAP STK CL A 02079K305 1,179 424 SH   SOLE   0 0 424
ALPHABET INC CAP STK CL C 02079K107 69,853 25,010 SH   SOLE   0 0 25,010
AMAZON COM INC COM 023135106 414 127 SH   SOLE   0 0 127
AMERICAS CAR-MART INC COM 03062T105 302 3,750 SH   SOLE   0 0 3,750
APPLE INC COM 037833100 1,065 6,101 SH   SOLE   0 0 6,101
AT&T INC COM 00206R102 229 9,670 SH   SOLE   0 0 9,670
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 288 815 SH   SOLE   0 0 815
BLACKROCK INC COM 09247X101 41,442 54,232 SH   SOLE   0 0 54,232
CARGURUS INC COM CL A 141788109 44,837 1,055,982 SH   SOLE   0 0 1,055,982
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 135 39,023 SH   SOLE   0 0 39,023
COCA COLA CO COM 191216100 1,240 20,000 SH   SOLE   0 0 20,000
COLGATE PALMOLIVE CO COM 194162103 755 9,958 SH   SOLE   0 0 9,958
CONCENTRIX CORP COM 20602D101 56,057 336,557 SH   SOLE   0 0 336,557
CONOCOPHILLIPS COM 20825C104 553 5,531 SH   SOLE   0 0 5,531
COPART INC COM 217204106 48,504 386,579 SH   SOLE   0 0 386,579
CUMMINS INC COM 231021106 399 1,945 SH   SOLE   0 0 1,945
D R HORTON INC COM 23331A109 36,937 495,730 SH   SOLE   0 0 495,730
DISNEY WALT CO COM 254687106 37,465 273,151 SH   SOLE   0 0 273,151
DOLLAR GEN CORP NEW COM 256677105 2,293 10,300 SH   SOLE   0 0 10,300
ESSEX PPTY TR INC COM 297178105 3,386 9,800 SH   SOLE   0 0 9,800
EXXON MOBIL CORP COM 30231G102 1,429 17,306 SH   SOLE   0 0 17,306
FACTSET RESH SYS INC COM 303075105 1,047 2,412 SH   SOLE   0 0 2,412
FASTENAL CO COM 311900104 56,271 947,323 SH   SOLE   0 0 947,323
FLEETCOR TECHNOLOGIES INC COM 339041105 48,019 192,799 SH   SOLE   0 0 192,799
GILEAD SCIENCES INC COM 375558103 832 14,000 SH   SOLE   0 0 14,000
IAC INTERACTIVECORP NEW COM NEW 44891N208 28,867 287,861 SH   SOLE   0 0 287,861
ISHARES TR CORE S&P500 ETF 464287200 987 2,176 SH   SOLE   0 0 2,176
ISHARES TR MSCI USA QLT FCT 46432F339 1,542 11,454 SH   SOLE   0 0 11,454
ISHARES TR CORE HIGH DV ETF 46429B663 224 2,100 SH   SOLE   0 0 2,100
ISHARES TR CORE 1 5 YR USD 46432F859 538 11,112 SH   SOLE   0 0 11,112
JOHNSON & JOHNSON COM 478160104 336 1,897 SH   SOLE   0 0 1,897
LIBERTY BROADBAND CORP COM SER A 530307107 331 2,525 SH   SOLE   0 0 2,525
LIBERTY BROADBAND CORP COM SER C 530307305 40,198 297,057 SH   SOLE   0 0 297,057
MATCH GROUP INC NEW COM 57667L107 2,545 23,401 SH   SOLE   0 0 23,401
MCDONALDS CORP COM 580135101 3,216 13,005 SH   SOLE   0 0 13,005
META PLATFORMS INC CL A 30303M102 224 1,007 SH   SOLE   0 0 1,007
MGM RESORTS INTERNATIONAL COM 552953101 43,235 1,030,888 SH   SOLE   0 0 1,030,888
MICROSOFT CORP COM 594918104 59,675 193,554 SH   SOLE   0 0 193,554
NEXSTAR MEDIA GROUP INC CL A 65336K103 26,106 138,508 SH   SOLE   0 0 138,508
NICE LTD SPONSORED ADR 653656108 32,155 146,828 SH   SOLE   0 0 146,828
NORTHERN TR CORP COM 665859104 1,397 12,000 SH   SOLE   0 0 12,000
OCULAR THERAPEUTIX INC COM 67576A100 54 10,850 SH   SOLE   0 0 10,850
OREILLY AUTOMOTIVE INC COM 67103H107 21,992 32,107 SH   SOLE   0 0 32,107
PAYCHEX INC COM 704326107 273 2,000 SH   SOLE   0 0 2,000
PAYPAL HLDGS INC COM 70450Y103 3,000 25,938 SH   SOLE   0 0 25,938
PHILIP MORRIS INTL INC COM 718172109 357 3,800 SH   SOLE   0 0 3,800
PROCTER AND GAMBLE CO COM 742718109 1,087 7,116 SH   SOLE   0 0 7,116
QURATE RETAIL INC COM SER A 74915M100 57 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106 2,597 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104 54,555 133,002 SH   SOLE   0 0 133,002
SPDR GOLD TR GOLD SHS 78463V107 462 2,560 SH   SOLE   0 0 2,560
STRYKER CORPORATION COM 863667101 321 1,200 SH   SOLE   0 0 1,200
UNITEDHEALTH GROUP INC COM 91324P102 55,641 109,106 SH   SOLE   0 0 109,106
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 457 1,102 SH   SOLE   0 0 1,102
VANGUARD INDEX FDS TOTAL STK MKT 922908769 266 1,168 SH   SOLE   0 0 1,168
VANGUARD INDEX FDS SMALL CP ETF 922908751 191 900 SH   SOLE   0 0 900
VANGUARD INDEX FDS VALUE ETF 922908744 299 2,025 SH   SOLE   0 0 2,025
VERTEX PHARMACEUTICALS INC COM 92532F100 48,883 187,314 SH   SOLE   0 0 187,314
VISA INC COM CL A 92826C839 63,014 284,143 SH   SOLE   0 0 284,143