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
ALPHABET INC Capital Stock Class C 02079K107 7,421 6,218 SH   SOLE   5,870 0 348
ALTABA INC Common Stock 021346101 12,385 181,805 SH   SOLE   171,626 0 10,179
AMAZON.COM INC Common Stock 023135106 12,455 6,218 SH   SOLE   5,870 0 348
BANK OF AMERICA CORP Common Stock 060505104 16,805 570,439 SH   SOLE   538,502 0 31,937
BERKSHIRE HATHAWAY INC-CL A Common Stock - Class A 084670108 320 1 SH   SOLE   1 0 0
BLUELINX HOLDINGS INC Common Stock New 09624H208 3,250 103,223 SH   SOLE   97,444 0 5,779
BROADCOM INC Common Stock 11135F101 7,448 30,187 SH   SOLE   28,497 0 1,690
CREDIT ACCEPTANCE CORP Common Stock 225310101 16,736 38,205 SH   SOLE   36,066 0 2,139
DANAHER CORP Common Stock 235851102 9,314 85,720 SH   SOLE   80,921 0 4,799
FACEBOOK INC Class A 30303M102 10,757 65,411 SH   SOLE   61,749 0 3,662
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 10,545 46,284 SH   SOLE   43,693 0 2,591
GREENSKY INC Class A 39572G100 2,434 135,225 SH   SOLE   127,673 0 7,552
ITURAN LOCATION AND CONTROL Shares M6158M104 9,993 290,483 SH   SOLE   274,220 0 16,263
LGI HOMES INC Common Stock 50187T106 12,910 272,127 SH   SOLE   256,892 0 15,235
LOWE'S COS INC Common Stock 548661107 2,546 22,176 SH   SOLE   20,934 0 1,242
MADISON SQUARE GARDEN CO Common Stock -A 55825T103 9,650 30,603 SH   SOLE   28,890 0 1,713
NEVADA GOLD & CASINOS INC Common Stock New 64126Q206 318 133,175 SH   SOLE   125,820 0 7,355
S&P GLOBAL INC Common Stock 78409V104 9,618 49,226 SH   SOLE   46,470 0 2,756
SMITH (A.O.) CORP Common Stock 831865209 7,929 148,561 SH   SOLE   140,244 0 8,317
TELARIA INC Common Stock 879181105 450 118,631 SH   SOLE   112,080 0 6,551
TESLA INC Note 2.375% 3/1 88160RAD3 11,953 11,622,000 PRN   SOLE   10,971,000 0 651,000
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 18,620 76,288 SH   SOLE   72,017 0 4,271
TWENTY-FIRST CENTURY FOX Class B 90130A200 20,392 445,035 SH   SOLE   420,119 0 24,916
VISA INC Common Stock Class A 92826C839 11,672 77,767 SH   SOLE   73,413 0 4,354
WAYSIDE TECHNOLOGY GROUP INC Common Stock 946760105 428 33,190 SH   SOLE   31,356 0 1,834
XPO LOGISTICS INC Common Stock 983793100 3,213 28,142 SH   SOLE   26,566 0 1,576