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
ABBVIE INC COM 00287Y109   2,584,185 16,215 SH   SOLE NA 16,215 0 0
ALPHABET INC-CL A CL A 02079K305   279,656 2,696 SH   SOLE NA 2,696 0 0
AMERICAN EXPRESS CO COM 025816109   416,004 2,522 SH   SOLE NA 2,522 0 0
AMGEN INC COM 031162100   12,969,646 53,649 SH   SOLE NA 53,649 0 0
ANHEUSER-BUSCH INBEV-SPN ADR ADR 03524A108   2,070,232 31,024 SH   SOLE NA 31,024 0 0
AT&T INC COM 00206R102   2,646,432 137,477 SH   SOLE NA 137,477 0 0
BANK OF AMERICA CORP COM 060505104   425,339 14,872 SH   SOLE NA 14,872 0 0
BANKFINANCIAL CORP COM 06643P104   485,643 55,502 SH   SOLE NA 55,502 0 0
BAUSCH HEALTH COS INC COM 071734107   947,473 116,972 SH   SOLE NA 116,972 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702   807,434 2,615 SH   SOLE NA 2,615 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   733,577 10,584 SH   SOLE NA 10,584 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108   3,440,923 9,622 SH   SOLE NA 9,622 0 0
CITIGROUP INC COM 172967424   869,997 18,554 SH   SOLE NA 18,554 0 0
CME GROUP INC COM 12572Q105   254,530 1,329 SH   SOLE NA 1,329 0 0
COMCAST CORP-CLASS A CL A 20030N101   11,030,938 290,977 SH   SOLE NA 290,977 0 0
DELUXE CORP COM 248019101   856,928 53,558 SH   SOLE NA 53,558 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   1,632,441 16,516 SH   SOLE NA 16,516 0 0
DISH NETWORK CORP-A CL A 25470M109   747,725 80,142 SH   SOLE NA 80,142 0 0
EW SCRIPPS CO CL A 811054402   454,061 48,253 SH   SOLE NA 48,253 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109   1,161,231 72,171 SH   SOLE NA 72,171 0 0
GARMIN LTD COM H2906T109   2,305,921 22,849 SH   SOLE NA 22,849 0 0
H&R BLOCK INC COM 093671105   2,400,596 68,102 SH   SOLE NA 68,102 0 0
HANOVER INSURANCE GROUP INC COM 410867105   1,359,016 10,576 SH   SOLE NA 10,576 0 0
HOMETRUST BANCSHARES INC COM 437872104   693,561 28,205 SH   SOLE NA 28,205 0 0
ICAHN ENTERPRISES LP COM 451100101   1,111,248 21,490 SH   SOLE NA 21,490 0 0
INNOSPEC INC COM 45768S105   2,320,547 22,602 SH   SOLE NA 22,602 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   978,449 9,382 SH   SOLE NA 9,382 0 0
INTL BUSINESS MACHINES CORP COM 459200101   2,250,946 17,171 SH   SOLE NA 17,171 0 0
JM SMUCKER CO COM 832696405   1,159,974 7,371 SH   SOLE NA 7,371 0 0
JPMORGAN CHASE & CO COM 46625H100   1,254,364 9,626 SH   SOLE NA 9,626 0 0
KRAFT HEINZ CO COM 500754106   1,506,854 38,967 SH   SOLE NA 38,967 0 0
LEE ENTERPRISES COM 523768406   171,611 13,784 SH   SOLE NA 13,784 0 0
M/I HOMES INC COM 55305B101   616,389 9,770 SH   SOLE NA 9,770 0 0
MASTERCARD INC - A CL A 57636Q104   661,406 1,820 SH   SOLE NA 1,820 0 0
MEDTRONIC PLC COM G5960L103   4,622,831 57,341 SH   SOLE NA 57,341 0 0
MERCANTILE BANK CORP COM 587376104   617,930 20,207 SH   SOLE NA 20,207 0 0
MERCK & CO. INC. COM 58933Y105   9,978,531 93,792 SH   SOLE NA 93,792 0 0
MICROSOFT CORP COM 594918104   2,395,485 8,309 SH   SOLE NA 8,309 0 0
MOODY'S CORP COM 615369105   16,384,923 53,542 SH   SOLE NA 53,542 0 0
NASDAQ INC COM 631103108   5,375,701 98,330 SH   SOLE NA 98,330 0 0
NATURES SUNSHINE PRODS INC COM 639027101   459,389 44,994 SH   SOLE NA 44,994 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109   325,864 3,542 SH   SOLE NA 3,542 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205   5,962,498 37,467 SH   SOLE NA 37,467 0 0
ORGANON & CO COM 68622V106   220,453 9,373 SH   SOLE NA 9,373 0 0
PARAMOUNT GLOBAL-CLASS B CL B 92556H206   2,237,738 100,302 SH   SOLE NA 100,302 0 0
PFIZER INC COM 717081103   6,264,840 153,550 SH   SOLE NA 153,550 0 0
POLARIS INC COM 731068102   4,647,566 42,010 SH   SOLE NA 42,010 0 0
S&P GLOBAL INC COM 78409V104   17,297,456 50,171 SH   SOLE NA 50,171 0 0
SERVICE CORP INTERNATIONAL COM 817565104   808,715 11,758 SH   SOLE NA 11,758 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,373,477 47,231 SH   SOLE NA 47,231 0 0
TEGNA INC COM 87901J105   480,126 28,393 SH   SOLE NA 28,393 0 0
TRICO BANCSHARES COM 896095106   321,324 7,726 SH   SOLE NA 7,726 0 0
VIATRIS INC COM 92556V106   183,915 19,118 SH   SOLE NA 19,118 0 0
VISA INC-CLASS A SHARES CL A 92826C839   950,539 4,216 SH   SOLE NA 4,216 0 0
WALT DISNEY CO COM 254687106   9,191,433 91,795 SH   SOLE NA 91,795 0 0
WARNER BROS DISCOVERY INC COM 934423104   487,383 32,277 SH   SOLE NA 32,277 0 0
WELLS FARGO & CO COM 949746101   1,650,589 44,157 SH   SOLE NA 44,157 0 0
WHIRLPOOL CORP COM 963320106   1,289,967 9,771 SH   SOLE NA 9,771 0 0
WILLIAMS-SONOMA INC COM 969904101   861,839 7,084 SH   SOLE NA 7,084 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,364,231 18,299 SH   SOLE NA 18,299 0 0