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
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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   847,818 7,993 SH   SOLE   7,993 0 0
ABBOTT LABS COM 002824100   8,214,208 72,270 SH   SOLE   72,270 0 0
ABBVIE INC COM 00287Y109   13,844,881 76,029 SH   SOLE   76,029 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   211,432 610 SH   SOLE   610 0 0
ADOBE INC COM 00724F101   243,217 482 SH   SOLE   482 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   14,125,365 166,005 SH   SOLE   166,005 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   681,621 68,094 SH   SOLE   68,094 0 0
ALPHABET INC CAP STK CL A 02079K305   23,657,674 156,746 SH   SOLE   156,746 0 0
ALPHABET INC CAP STK CL C 02079K107   1,237,016 8,124 SH   SOLE   8,124 0 0
AMAZON COM INC COM 023135106   15,734,547 87,230 SH   SOLE   87,230 0 0
AMESITE INC COM NEW 031094204   114,702 51,436 SH   SOLE   51,436 0 0
APPLE INC COM 037833100   16,120,359 94,007 SH   SOLE   94,007 0 0
APTARGROUP INC COM 038336103   1,513,723 10,520 SH   SOLE   10,520 0 0
ARES CAPITAL CORP COM 04010L103   895,260 43,000 SH   SOLE   43,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104   790,513 15,785 SH   SOLE   15,785 0 0
AVANTOR INC COM 05352A100   22,928,875 896,710 SH   SOLE   896,710 0 0
BAKER HUGHES COMPANY CL A 05722G100   466,655 13,930 SH   SOLE   13,930 0 0
BANK AMERICA CORP COM 060505104   2,087,951 55,062 SH   SOLE   55,062 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   13,323,240 21 SH   SOLE   21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   26,371,522 62,712 SH   SOLE   62,712 0 0
BRINKS CO COM 109696104   19,194,644 207,779 SH   SOLE   207,779 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   712,582 13,140 SH   SOLE   13,140 0 0
BROADCOM INC COM 11135F101   202,788 153 SH   SOLE   153 0 0
C3 AI INC CL A 12468P104   360,031 13,300 SH   SOLE   13,300 0 0
CALAMOS GBL DYN INCOME FUND COM 12811L107   267,392 41,074 SH   SOLE   41,074 0 0
CAPITAL SOUTHWEST CORP COM 140501107   16,052,280 643,120 SH   SOLE   643,120 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,546,088 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108   15,266,997 59,688 SH   SOLE   59,688 0 0
CHEWY INC CL A 16679l109   159,100 10,000 SH   SOLE   10,000 0 0
CIENA CORP COM NEW 171779309   469,775 9,500 SH   SOLE   9,500 0 0
CISCO SYS INC COM 17275R102   442,652 8,869 SH   SOLE   8,869 0 0
CITIGROUP INC COM NEW 172967424   1,011,840 16,000 SH   SOLE   16,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,364,400 60,000 SH   SOLE   60,000 0 0
COCA COLA CO COM 191216100   316,178 5,168 SH   SOLE   5,168 0 0
CONSTELLATION ENERGY CORP COM 21037T109   816,482 4,417 SH   SOLE   4,417 0 0
COTERRA ENERGY INC COM 127097103   293,298 10,520 SH   SOLE   10,520 0 0
CSW INDUSTRIALS INC COM 126402106   20,606,326 87,836 SH   SOLE   87,836 0 0
CXAPP INC COM CL A 23248B109   122,500 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105   394,721 961 SH   SOLE   961 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   380,031 2,555 SH   SOLE   2,555 0 0
DICKS SPORTING GOODS INC COM 253393102   31,274,428 139,084 SH   SOLE   139,084 0 0
EATON CORP PLC SHS G29183103   625,360 2,000 SH   SOLE   2,000 0 0
ELI LILLY & CO COM 532457108   778,697 1,001 SH   SOLE   1,001 0 0
EMPIRE ST RLTY TR INC CL A 292104106   303,900 30,000 SH   SOLE   30,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   222,430 2,356 SH   SOLE   2,356 0 0
EXXON MOBIL CORP COM 30231G102   494,601 4,255 SH   SOLE   4,255 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,389,196 175,432 SH   SOLE   175,432 0 0
GENERAL DYNAMICS CORP COM 369550108   281,643 997 SH   SOLE   997 0 0
GMS INC COM 36251C103   272,552 2,800 SH   SOLE   2,800 0 0
GOLDMAN SACHS BDC INC SHS 38147U107   224,700 15,000 SH   SOLE   15,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   238,083 570 SH   SOLE   570 0 0
HALOZYME THERAPEUTICS INC COM 40637h109   325,440 8,000 SH   SOLE   8,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   223,202 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102   20,994,560 278,000 SH   SOLE   278,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   4,703,380 442,047 SH   SOLE   442,047 0 0
HOME DEPOT INC COM 437076102   1,631,451 4,253 SH   SOLE   4,253 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   207,330 2,855 SH   SOLE   2,855 0 0
HP INC COM 40434L105   374,728 12,400 SH   SOLE   12,400 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,264,786 11,860 SH   SOLE   11,860 0 0
INTEL CORP COM 458140100   1,409,597 31,913 SH   SOLE   31,913 0 0
JACOBS SOLUTIONS INC COM 46982L108   727,143 4,730 SH   SOLE   4,730 0 0
JOHNSON & JOHNSON COM 478160104   2,167,045 13,699 SH   SOLE   13,699 0 0
JPMORGAN CHASE & CO COM 46625H100   12,120,754 60,513 SH   SOLE   60,513 0 0
KENVUE INC COM 49177J102   19,606,028 913,608 SH   SOLE   913,608 0 0
KKR & CO INC COM 48251W104   20,374,189 202,567 SH   SOLE   202,567 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445l100   617,600 32,000 SH   SOLE   32,000 0 0
MARATHON PETE CORP COM 56585A102   282,100 1,400 SH   SOLE   1,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,218,854 2,531 SH   SOLE   2,531 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   2,093,741 22,540 SH   SOLE   22,540 0 0
MCKESSON CORP COM 58155Q103   32,328,570 60,219 SH   SOLE   60,219 0 0
MERCK & CO INC COM 58933Y105   8,988,698 68,122 SH   SOLE   68,122 0 0
META PLATFORMS INC CL A 30303M102   19,078,924 39,291 SH   SOLE   39,291 0 0
MICROSOFT CORP COM 594918104   27,228,951 64,720 SH   SOLE   64,720 0 0
MODERNA INC COM 60770K107   426,240 4,000 SH   SOLE   4,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   875,068 2,130 SH   SOLE   2,130 0 0
NEWMARK GROUP INC CL A 65158N102   402,012 36,250 SH   SOLE   36,250 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106   98,000 25,000 SH   SOLE   25,000 0 0
NOVO-NORDISK A S ADR 670100205   761,412 5,930 SH   SOLE   5,930 0 0
NOVOCURE LTD ORD SHS G6674U108   187,560 12,000 SH   SOLE   12,000 0 0
NUTRIEN LTD COM 67077M108   399,070 7,348 SH   SOLE   7,348 0 0
NVIDIA CORPORATION COM 67066G104   407,515 451 SH   SOLE   451 0 0
OPENLANE INC COM 48238T109   13,978,832 808,025 SH   SOLE   808,025 0 0
ORACLE CORP COM 68389X105   989,430 7,877 SH   SOLE   7,877 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,309,819 187,302 SH   SOLE   187,302 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   441,540 37,514 SH   SOLE   37,514 0 0
PENTAIR PLC SHS G7S00T104   31,480,197 368,448 SH   SOLE   368,448 0 0
PEPSICO INC COM 713448108   1,951,712 11,152 SH   SOLE   11,152 0 0
PFIZER INC COM 717081103   2,249,831 81,075 SH   SOLE   81,075 0 0
PORTILLOS INC COM CL A 73642K106   18,124,295 1,278,159 SH   SOLE   1,278,159 0 0
PROCTER AND GAMBLE CO COM 742718109   236,236 1,456 SH   SOLE   1,456 0 0
PROGRESSIVE CORP COM 743315103   23,649,247 114,347 SH   SOLE   114,347 0 0
QURATE RETAIL INC COM SER A 74915M100   15,910 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,199,103 30,334 SH   SOLE   30,334 0 0
RTX CORPORATION COM 75513E101   467,071 4,789 SH   SOLE   4,789 0 0
RUSH STREET INTERACTIVE INC COM 782011100   92,767 14,250 SH   SOLE   14,250 0 0
SCHLUMBERGER LTD COM STK 806857108   397,866 7,259 SH   SOLE   7,259 0 0
SHYFT GROUP INC COM 825698103   16,270,622 1,310,034 SH   SOLE   1,310,034 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   200,688 67,800 SH   SOLE   67,800 0 0
STARBUCKS CORP COM 855244109   10,050,615 109,975 SH   SOLE   109,975 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   224,482 1,650 SH   SOLE   1,650 0 0
TELOS CORP MD COM 87969B101   339,872 81,700 SH   SOLE   81,700 0 0
TESLA INC COM 88160R101   1,989,943 11,320 SH   SOLE   11,320 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   584,239 41,406 SH   SOLE   41,406 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   939,235 1,616 SH   SOLE   1,616 0 0
THREDUP INC CL A 88556E102   23,454 11,727 SH   SOLE   11,727 0 0
THE TRADE DESK INC COM CL A 88339J105   1,748,400 20,000 SH   SOLE   20,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   425,010 1,000 SH   SOLE   1,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   7,392,211 110,861 SH   SOLE   110,861 0 0
UBER TECHNOLOGIES INC COM 90353T100   555,098 7,210 SH   SOLE   7,210 0 0
ULTA BEAUTY INC COM 90384S303   38,274,816 73,200 SH   SOLE   73,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   610,954 1,235 SH   SOLE   1,235 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,031,230 15,708 SH   SOLE   15,708 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   15,765,027 46,874 SH   SOLE   46,874 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306   15,700,747 119,216 SH   SOLE   119,216 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,676,512 39,955 SH   SOLE   39,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   90,126,193 1,103,541 SH   SOLE   1,103,541 0 0
VIATRIS INC COM 92556V106   239,707 20,076 SH   SOLE   20,076 0 0
VIMEO INC COMMON STOCK 92719V100   185,506 45,356 SH   SOLE   45,356 0 0
VISA INC COM CL A 92826C839   2,088,635 7,484 SH   SOLE   7,484 0 0
DISNEY WALT CO COM 254687106   3,585,148 29,300 SH   SOLE   29,300 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   740,496 84,822 SH   SOLE   84,822 0 0
WELLS FARGO CO NEW COM 949746101   577,745 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850P109   15,399,048 387,008 SH   SOLE   387,008 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   256,224 850 SH   SOLE   850 0 0
CXAPP INC *W EXP 99/99/999 23248B117   10,502 69,000 SH   SOLE   69,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   4,705,174 10,597 SH   SOLE   10,597 0 0
ISHARES TR CORE S&P500 ETF 464287200   588,292 1,119 SH   SOLE   1,119 0 0
ISHARES TR CORE S&P US VLU 464287663   3,919,505 43,338 SH   SOLE   43,338 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   4,510,177 13,381 SH   SOLE   13,381 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   261,823 1,245 SH   SOLE   1,245 0 0
ISHARES TR CORE S&P MCP ETF 464287507   287,604 4,735 SH   SOLE   4,735 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   642,853 1,229 SH   SOLE   1,229 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,049,830 8,677 SH   SOLE   8,677 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   7,213,739 28,871 SH   SOLE   28,871 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   5,252,793 61,754 SH   SOLE   61,754 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   10,477,572 21,796 SH   SOLE   21,796 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   217,094 835 SH   SOLE   835 0 0
ISHARES INC CORE MSCI EMKT 46434G103   4,609,428 89,330 SH   SOLE   89,330 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   12,394,047 247,041 SH   SOLE   247,041 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   12,575,527 301,066 SH   SOLE   301,066 0 0
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101   458,360 28,000 SH   SOLE   28,000 0 0
PIMCO HIGH INCOME FD COM SHS 722014107   88,920 18,000 SH   SOLE   18,000 0 0
ISHARES TR 0-5YR HI YL CP 46434v407   513,281 12,063 SH   SOLE   12,063 0 0
ISHARES TR BB RAT CORP BD 46435u473   543,299 11,747 SH   SOLE   11,747 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   517,018 6,857 SH   SOLE   6,857 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409   526,415 6,809 SH   SOLE   6,809 0 0
ALTERYX INC NOTE 0.500% 8/0 02156bad5   15,994,484 16,143,000 PRN   SOLE   16,143,000 0 0