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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   364,463 3,893 SH   SOLE   3,893 0 0
ABBOTT LABS COM 002824100   6,717,129 69,356 SH   SOLE   69,356 0 0
ABBVIE INC COM 00287Y109   10,907,018 73,172 SH   SOLE   73,172 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   378,667 1,233 SH   SOLE   1,233 0 0
ADOBE INC COM 00724F101   259,539 509 SH   SOLE   509 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   4,854,388 86,794 SH   SOLE   86,794 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   577,198 72,695 SH   SOLE   72,695 0 0
ALPHABET INC CAP STK CL A 02079K305   19,622,064 149,947 SH   SOLE   149,947 0 0
ALPHABET INC CAP STK CL C 02079K107   628,265 4,765 SH   SOLE   4,765 0 0
AMAZON COM INC COM 023135106   10,065,489 79,181 SH   SOLE   79,181 0 0
APPLE INC COM 037833100   14,957,590 87,364 SH   SOLE   87,364 0 0
ARK ETF TR INNOVATION ETF 00214Q104   626,191 15,785 SH   SOLE   15,785 0 0
AVANTOR INC COM 05352A100   13,273,085 629,653 SH   SOLE   629,653 0 0
BAKER HUGHES COMPANY CL A 05722G100   501,367 14,195 SH   SOLE   14,195 0 0
BANK AMERICA CORP COM 060505104   754,593 27,560 SH   SOLE   27,560 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   11,161,017 21 SH   SOLE   21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   21,316,456 60,852 SH   SOLE   60,852 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   824,168 14,200 SH   SOLE   14,200 0 0
CAPITAL SOUTHWEST CORP COM 140501107   14,743,695 643,829 SH   SOLE   643,829 0 0
CARTERS INC COM 146229109   15,337,401 221,799 SH   SOLE   221,799 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,314,507 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108   12,302,921 60,978 SH   SOLE   60,978 0 0
CISCO SYS INC COM 17275R102   476,797 8,869 SH   SOLE   8,869 0 0
CITIGROUP INC COM NEW 172967424   658,080 16,000 SH   SOLE   16,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   562,680 36,000 SH   SOLE   36,000 0 0
CME GROUP INC COM 12572Q105   322,955 1,613 SH   SOLE   1,613 0 0
COCA COLA CO COM 191216100   281,132 5,022 SH   SOLE   5,022 0 0
CONSTELLATION ENERGY CORP COM 21037T109   495,550 4,543 SH   SOLE   4,543 0 0
COTERRA ENERGY INC COM 127097103   302,148 11,170 SH   SOLE   11,170 0 0
CSW INDUSTRIALS INC COM 126402106   15,753,025 89,894 SH   SOLE   89,894 0 0
CXAPP INC COM CL A 23248B109   36,200 20,000 SH   SOLE   20,000 0 0
DARE BIOSCIENCE INC COM 23666P101   10,649 23,060 SH   SOLE   23,060 0 0
DEERE & CO COM 244199105   352,850 935 SH   SOLE   935 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   381,155 2,555 SH   SOLE   2,555 0 0
DICKS SPORTING GOODS INC COM 253393102   20,597,192 189,696 SH   SOLE   189,696 0 0
ELI LILLY & CO COM 532457108   478,046 890 SH   SOLE   890 0 0
EMPIRE ST RLTY TR INC CL A 292104106   241,200 30,000 SH   SOLE   30,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   202,383 2,239 SH   SOLE   2,239 0 0
EXELON CORP COM 30161N101   205,011 5,425 SH   SOLE   5,425 0 0
EXXON MOBIL CORP COM 30231G102   477,375 4,060 SH   SOLE   4,060 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   6,206,770 187,120 SH   SOLE   187,120 0 0
FORD MTR CO DEL COM 345370860   311,382 25,071 SH   SOLE   25,071 0 0
GENERAL DYNAMICS CORP COM 369550108   211,026 955 SH   SOLE   955 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   562,285 45,309 SH   SOLE   45,309 0 0
HENRY SCHEIN INC COM 806407102   19,357,198 260,703 SH   SOLE   260,703 0 0
HILLMAN SOLUTIONS CORP COM 431636109   3,503,932 424,719 SH   SOLE   424,719 0 0
HOME DEPOT INC COM 437076102   656,594 2,173 SH   SOLE   2,173 0 0
HOWARD HUGHES HOLDINGS INC COM 44267t102   211,641 2,855 SH   SOLE   2,855 0 0
HP INC COM 40434L105   318,680 12,400 SH   SOLE   12,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,239,971 8,838 SH   SOLE   8,838 0 0
INTEL CORP COM 458140100   916,550 25,782 SH   SOLE   25,782 0 0
JACOBS SOLUTIONS INC COM 46982L108   645,645 4,730 SH   SOLE   4,730 0 0
JOHNSON & JOHNSON COM 478160104   1,479,469 9,499 SH   SOLE   9,499 0 0
JOHNSON CTLS INTL PLC SHS G51502105   14,990,907 281,731 SH   SOLE   281,731 0 0
JPMORGAN CHASE & CO COM 46625H100   8,783,716 60,569 SH   SOLE   60,569 0 0
KENVUE INC COM 49177J102   6,638,207 330,588 SH   SOLE   330,588 0 0
KKR & CO INC COM 48251W104   13,184,125 214,028 SH   SOLE   214,028 0 0
MARATHON PETE CORP COM 56585A102   211,876 1,400 SH   SOLE   1,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   982,253 2,481 SH   SOLE   2,481 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,476,976 18,803 SH   SOLE   18,803 0 0
MATTERPORT INC COM CL A 577096100   23,306 10,740 SH   SOLE   10,740 0 0
MCKESSON CORP COM 58155Q103   26,607,602 61,188 SH   SOLE   61,188 0 0
MERCK & CO INC COM 58933Y105   6,781,008 65,867 SH   SOLE   65,867 0 0
META PLATFORMS INC CL A 30303M102   14,985,583 49,917 SH   SOLE   49,917 0 0
MICROSOFT CORP COM 594918104   19,400,990 61,444 SH   SOLE   61,444 0 0
MOLINA HEALTHCARE INC COM 60855R100   698,406 2,130 SH   SOLE   2,130 0 0
NEWMARK GROUP INC CL A 65158N102   233,087 36,250 SH   SOLE   36,250 0 0
NORFOLK SOUTHN CORP COM 655844108   252,070 1,280 SH   SOLE   1,280 0 0
NOVO-NORDISK A S ADR 670100205   539,274 5,930 SH   SOLE   5,930 0 0
NUTRIEN LTD COM 67077M108   453,812 7,348 SH   SOLE   7,348 0 0
OPENLANE INC COM 48238T109   24,184,261 1,620,929 SH   SOLE   1,620,929 0 0
ORACLE CORP COM 68389X105   834,332 7,877 SH   SOLE   7,877 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   636,832 39,802 SH   SOLE   39,802 0 0
PENTAIR PLC SHS G7S00T104   24,019,725 370,961 SH   SOLE   370,961 0 0
PEPSICO INC COM 713448108   542,547 3,202 SH   SOLE   3,202 0 0
PFIZER INC COM 717081103   1,106,684 33,364 SH   SOLE   33,364 0 0
PORCH GROUP INC COM 733245104   44,133 54,988 SH   SOLE   54,988 0 0
PORTILLOS INC COM CL A 73642K106   11,065,595 719,012 SH   SOLE   719,012 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108   17,919 10,479 SH   SOLE   10,479 0 0
PROCTER AND GAMBLE CO COM 742718109   283,552 1,944 SH   SOLE   1,944 0 0
PROGRESSIVE CORP COM 743315103   16,224,689 116,473 SH   SOLE   116,473 0 0
QURATE RETAIL INC COM SER A 74915M100   7,846 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,022,986 30,026 SH   SOLE   30,026 0 0
RTX CORPORATION COM 75513E101   273,270 3,797 SH   SOLE   3,797 0 0
RUSH STREET INTERACTIVE INC COM 782011100   65,835 14,250 SH   SOLE   14,250 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207   10,500 10,500 SH   SOLE   10,500 0 0
SCHLUMBERGER LTD COM STK 806857108   309,048 5,301 SH   SOLE   5,301 0 0
SHYFT GROUP INC COM 825698103   16,937,402 1,131,423 SH   SOLE   1,131,423 0 0
SPDR SER TR S&P BIOTECH 78464A870   508,438 6,963 SH   SOLE   6,963 0 0
STARBUCKS CORP COM 855244109   6,071,007 66,517 SH   SOLE   66,517 0 0
TELOS CORP MD COM 87969B101   154,155 64,500 SH   SOLE   64,500 0 0
TESLA INC COM 88160R101   1,927,445 7,703 SH   SOLE   7,703 0 0
BRINKS CO COM 109696104   28,405,131 391,040 SH   SOLE   391,040 0 0
THREDUP INC CL A 88556E102   47,025 11,727 SH   SOLE   11,727 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,565,494 106,232 SH   SOLE   106,232 0 0
UBER TECHNOLOGIES INC COM 90353T100   297,095 6,460 SH   SOLE   6,460 0 0
ULTA BEAUTY INC COM 90384S303   29,268,101 73,271 SH   SOLE   73,271 0 0
UNITEDHEALTH GROUP INC COM 91324P102   563,684 1,118 SH   SOLE   1,118 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   844,467 14,330 SH   SOLE   14,330 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   16,062,302 46,552 SH   SOLE   46,552 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306   14,780,672 116,622 SH   SOLE   116,622 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,077,503 33,246 SH   SOLE   33,246 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   54,707,027 1,470,619 SH   SOLE   1,470,619 0 0
VISA INC COM CL A 92826C839   719,931 3,130 SH   SOLE   3,130 0 0
DISNEY WALT CO COM 254687106   1,699,943 20,974 SH   SOLE   20,974 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   383,336 35,298 SH   SOLE   35,298 0 0
WELLS FARGO CO NEW COM 949746101   407,292 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850P109   6,751,760 121,173 SH   SOLE   121,173 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   201,050 850 SH   SOLE   850 0 0
ZEROFOX HLDGS INC COM 98955G103   16,617 18,900 SH   SOLE   18,900 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,487,042 9,733 SH   SOLE   9,733 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   242,998 1,715 SH   SOLE   1,715 0 0
ISHARES TR CORE S&P500 ETF 464287200   470,655 1,096 SH   SOLE   1,096 0 0
ISHARES TR CORE S&P US VLU 464287663   2,720,517 36,458 SH   SOLE   36,458 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   3,177,527 11,946 SH   SOLE   11,946 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   251,854 1,425 SH   SOLE   1,425 0 0
ISHARES TR CORE S&P MCP ETF 464287507   236,134 947 SH   SOLE   947 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   525,373 1,229 SH   SOLE   1,229 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   486,741 4,711 SH   SOLE   4,711 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   4,083,223 19,608 SH   SOLE   19,608 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   2,893,081 40,497 SH   SOLE   40,497 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   6,357,446 16,189 SH   SOLE   16,189 0 0
ISHARES INC CORE MSCI EMKT 46434G103   4,158,033 87,372 SH   SOLE   87,372 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   216,344 3,407 SH   SOLE   3,407 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,547,471 172,632 SH   SOLE   172,632 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   6,335,787 161,586 SH   SOLE   161,586 0 0
ISHARES TR 0-5YR HI YL CP 46434v407   381,661 9,302 SH   SOLE   9,302 0 0
ISHARES TR BB RAT CORP BD 46435u473   398,438 9,103 SH   SOLE   9,103 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   372,613 5,153 SH   SOLE   5,153 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409   393,346 5,234 SH   SOLE   5,234 0 0
ALTERYX INC NOTE 0.500% 8/0 02156bad5   15,306,740 16,028,000 PRN   SOLE   16,028,000 0 0
DOCUSIGN INC NOTE 1/1 256163ad8   14,887,180 15,191,000 PRN   SOLE   15,191,000 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657ak7   945,700 965,000 PRN   SOLE   965,000 0 0