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   2,412,536 16,185 SH   SOLE NA 16,185 0 0
ALPHABET INC CL A 02079K305   285,406 2,181 SH   SOLE NA 2,181 0 0
AMERICAN EXPRESS CO COM 025816109   365,068 2,447 SH   SOLE NA 2,447 0 0
AMGEN INC COM 031162100   13,915,587 51,777 SH   SOLE NA 51,777 0 0
ANHEUSER-BUSCH INBEV ADR 03524A108   1,612,216 29,154 SH   SOLE NA 29,154 0 0
AT&T INC COM 00206R102   1,972,276 131,310 SH   SOLE NA 131,310 0 0
BANK OF AMERICA CORP COM 060505104   389,426 14,223 SH   SOLE NA 14,223 0 0
BANKFINANCIAL CORP COM 06643P104   547,991 63,572 SH   SOLE NA 63,572 0 0
BAUSCH HEALTH COS INC COM 071734107   910,299 110,742 SH   SOLE NA 110,742 0 0
BERKSHIRE HATHAWAY INC CL B 084670702   872,247 2,490 SH   SOLE NA 2,490 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   614,295 10,584 SH   SOLE NA 10,584 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   4,146,623 9,428 SH   SOLE NA 9,428 0 0
CITIGROUP INC COM 172967424   1,056,383 25,684 SH   SOLE NA 25,684 0 0
CME GROUP INC COM 12572Q105   266,092 1,329 SH   SOLE NA 1,329 0 0
COMCAST CORP CL A 20030N101   12,553,319 283,115 SH   SOLE NA 283,115 0 0
DELUXE CORP COM 248019101   982,714 52,023 SH   SOLE NA 52,023 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   1,888,361 21,798 SH   SOLE NA 21,798 0 0
DISH NETWORK CORP CL A 25470M109   283,489 48,377 SH   SOLE NA 48,377 0 0
EW SCRIPPS CO CL A 811054402   261,029 47,633 SH   SOLE NA 47,633 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109   1,036,565 70,371 SH   SOLE NA 70,371 0 0
GARMIN LTD COM H2906T109   2,381,097 22,634 SH   SOLE NA 22,634 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   648,111 2,003 SH   SOLE NA 2,003 0 0
H&R BLOCK INC COM 093671105   2,794,551 64,899 SH   SOLE NA 64,899 0 0
HANOVER INSURANCE GROUP INC COM 410867105   998,709 8,999 SH   SOLE NA 8,999 0 0
HOMETRUST BANCSHARES INC COM 437872104   603,726 27,860 SH   SOLE NA 27,860 0 0
ICAHN ENTERPRISES LP COM 451100101   359,383 18,169 SH   SOLE NA 18,169 0 0
INNOSPEC INC COM 45768S105   2,309,924 22,602 SH   SOLE NA 22,602 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   1,011,304 9,192 SH   SOLE NA 9,192 0 0
INTL BUSINESS MACHINES CORP COM 459200101   2,309,338 16,460 SH   SOLE NA 16,460 0 0
JM SMUCKER CO COM 832696405   884,460 7,196 SH   SOLE NA 7,196 0 0
JPMORGAN CHASE & CO COM 46625H100   1,311,126 9,041 SH   SOLE NA 9,041 0 0
KRAFT HEINZ CO COM 500754106   1,249,120 37,132 SH   SOLE NA 37,132 0 0
LEE ENTERPRISES COM 523768406   134,668 12,574 SH   SOLE NA 12,574 0 0
M/I HOMES INC COM 55305B101   821,071 9,770 SH   SOLE NA 9,770 0 0
MASTERCARD INC CL A 57636Q104   651,272 1,645 SH   SOLE NA 1,645 0 0
MEDTRONIC PLC COM G5960L103   4,308,703 54,986 SH   SOLE NA 54,986 0 0
MERCANTILE BANK CORP COM 587376104   624,598 20,207 SH   SOLE NA 20,207 0 0
MERCK & CO INC COM 58933Y105   9,306,165 90,395 SH   SOLE NA 90,395 0 0
MICROSOFT CORP COM 594918104   2,535,473 8,030 SH   SOLE NA 8,030 0 0
MOODY'S CORP COM 615369105   15,590,027 49,309 SH   SOLE NA 49,309 0 0
NASDAQ INC COM 631103108   4,737,768 97,505 SH   SOLE NA 97,505 0 0
NATURES SUNSHINE PRODS INC COM 639027101   662,038 39,954 SH   SOLE NA 39,954 0 0
NOVARTIS AG ADR 66987V109   345,509 3,392 SH   SOLE NA 3,392 0 0
NOVO-NORDISK A/S ADR 670100205   6,004,223 66,024 SH   SOLE NA 66,024 0 0
PARAMOUNT GLOBAL CL B 92556H206   1,250,900 96,969 SH   SOLE NA 96,969 0 0
PFIZER INC COM 717081103   4,921,930 148,385 SH   SOLE NA 148,385 0 0
POLARIS INC COM 731068102   4,273,593 41,037 SH   SOLE NA 41,037 0 0
S&P GLOBAL INC COM 78409V104   14,702,637 40,236 SH   SOLE NA 40,236 0 0
SERVICE CORP INTERNATIONAL COM 817565104   671,852 11,758 SH   SOLE NA 11,758 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,936,090 63,333 SH   SOLE NA 63,333 0 0
TEGNA INC COM 87901J105   404,580 27,768 SH   SOLE NA 27,768 0 0
TRICO BANCSHARES COM 896095106   247,464 7,726 SH   SOLE NA 7,726 0 0
VIATRIS INC COM 92556V106   180,280 18,284 SH   SOLE NA 18,284 0 0
VISA INC COM 92826C839   882,318 3,836 SH   SOLE NA 3,836 0 0
WALT DISNEY CO COM 254687106   7,201,049 88,847 SH   SOLE NA 88,847 0 0
WARNER BROS DISCOVERY INC COM 934423104   332,099 30,580 SH   SOLE NA 30,580 0 0
WELLS FARGO & CO COM 949746101   1,714,567 41,962 SH   SOLE NA 41,962 0 0
WHIRLPOOL CORP COM 963320106   1,238,196 9,261 SH   SOLE NA 9,261 0 0
WILLIAMS-SONOMA INC COM 969904101   1,181,972 7,606 SH   SOLE NA 7,606 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,001,893 17,839 SH   SOLE NA 17,839 0 0