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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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
SPDR S&P Regional Banking ETF COM 78464A698   439,170 10,013 SH   SOLE   10,013 0 0
Realty Income Corp COM 756109104   400,879 6,331 SH   SOLE   6,331 0 0
Simon Property Group Inc COM 828806109   566,120 5,056 SH   SOLE   5,056 0 0
1st Source Corp COM 336901103   1,015,276 23,529 SH   SOLE   23,529 0 0
Abbott Laboratories Com COM 002824100   2,437,632 24,073 SH   SOLE   24,073 0 0
AbbVie Inc COM 00287Y109   2,934,480 18,413 SH   SOLE   18,413 0 0
AbbVie Inc COM 00287Y109   19,921 125 SH   DFND   0 0 125
Accenture PLC Ireland Class A COM G1151C101   869,148 3,041 SH   SOLE   3,041 0 0
Activision Blizzard Inc COM 00507V109   526,550 6,152 SH   SOLE   6,152 0 0
Adobe Systems Incorporated COM 00724F101   2,077,530 5,391 SH   SOLE   5,391 0 0
Alamos Gold Inc COM 011532108   483,085 39,500 SH   SOLE   39,500 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107   684,493 3,417 SH   SOLE   3,417 0 0
Alphabet Inc Cl A COM 02079K305   5,160,049 49,745 SH   SOLE   49,745 0 0
Apple Inc COM 037833100   1,890,721 11,466 SH   SOLE   11,466 0 0
Applied Indl Technologies Inc COM 03820C105   2,829,950 19,911 SH   SOLE   19,911 0 0
Aptiv PLC COM G6095L109   379,090 3,379 SH   SOLE   3,379 0 0
Arch Capital Group Ltd COM G0450A105   4,529,915 66,744 SH   SOLE   66,744 0 0
Ashland Inc COM 044186104   5,445,684 53,020 SH   SOLE   53,020 0 0
Assured Guaranty Ltd COM G0585R106   1,263,386 25,132 SH   SOLE   25,132 0 0
Avery Dennison Corp COM 053611109   1,272,013 7,109 SH   SOLE   7,109 0 0
Axis Cap Holdings Ltd COM G0692U109   2,438,734 44,731 SH   SOLE   44,731 0 0
Baker Hughes Company Cl A COM 05722G100   1,234,948 42,791 SH   SOLE   42,791 0 0
Bank of America Corp COM 060505104   381,438 13,337 SH   SOLE   13,337 0 0
Berkshire Hathaway Inc Cl B COM 084670702   8,836,997 28,620 SH   SOLE   28,620 0 0
BioMarin Pharmaceutical Inc COM 09061G101   441,664 4,542 SH   SOLE   4,542 0 0
BOK Financial Corp COM 05561Q201   1,865,039 22,095 SH   SOLE   22,095 0 0
Booking Holdings Inc COM 09857L108   334,204 126 SH   SOLE   126 0 0
Boston Scientific Corp COM 101137107   995,547 19,899 SH   SOLE   19,899 0 0
Bwx Technologies Inc COM 05605H100   4,680,405 74,245 SH   SOLE   74,245 0 0
Caseys General Stores Inc COM 147528103   2,868,095 13,250 SH   SOLE   13,250 0 0
CenterPoint Energy Inc COM 15189T107   717,263 24,347 SH   SOLE   24,347 0 0
ChargePoint Holdings Inc COM 15961R105   259,750 24,809 SH   SOLE   24,809 0 0
Charles Schwab Corp COM 808513105   1,798,572 34,337 SH   SOLE   34,337 0 0
Citigroup Inc New COM 172967424   643,471 13,723 SH   SOLE   13,723 0 0
Civitas Resources Inc Com New COM 17888H103   6,482,391 94,855 SH   SOLE   94,855 0 0
Coca-Cola Co COM 191216100   297,434 4,795 SH   SOLE   4,795 0 0
Comcast Corp Cl A COM 20030N101   423,682 11,176 SH   SOLE   11,176 0 0
Copa Holdings SA Cl A COM P31076105   1,104,598 11,961 SH   SOLE   11,961 0 0
CSX Corp COM 126408103   907,152 30,299 SH   SOLE   30,299 0 0
Cullen Frost Bankers Inc COM 229899109   2,268,181 21,532 SH   SOLE   21,532 0 0
Deere & Co COM 244199105   1,627,160 3,941 SH   SOLE   3,941 0 0
Denali Therapeutics Inc. COM 24823R105   476,283 20,672 SH   SOLE   20,672 0 0
Devon Energy Corp New Com COM 25179M103   529,229 10,457 SH   SOLE   10,457 0 0
Dollar General Corp COM 256677105   2,040,410 9,695 SH   SOLE   9,695 0 0
Encompass Health Corp COM 29261A100   1,766,527 32,653 SH   SOLE   32,653 0 0
Envista Holdings Corporation COM 29415F104   1,905,335 46,608 SH   SOLE   46,608 0 0
EQT Corp COM 26884L109   789,134 24,730 SH   SOLE   24,730 0 0
Exelon Corp COM 30161N101   1,291,888 30,840 SH   SOLE   30,840 0 0
Fastenal Co COM 311900104   280,650 5,203 SH   SOLE   5,203 0 0
FedEx Corp COM 31428X106   1,174,667 5,141 SH   SOLE   5,141 0 0
Fidelity Natl Information Serv COM 31620M106   1,907,255 35,105 SH   SOLE   35,105 0 0
Flowers Foods Inc Com COM 343498101   1,479,893 53,991 SH   SOLE   53,991 0 0
Genuine Parts Co COM 372460105   411,750 2,461 SH   SOLE   2,461 0 0
Gildan Activewear Inc COM 375916103   1,851,106 55,773 SH   SOLE   55,773 0 0
Goldman Sachs Group Inc COM 38141G104   643,752 1,968 SH   SOLE   1,968 0 0
Graham Hldgs Co Com Cl B COM 384637104   4,728,586 7,936 SH   SOLE   7,936 0 0
Greenbrier Cos Inc COM 393657101   5,243,163 162,983 SH   SOLE   162,983 0 0
Hingham Institution for Saving COM 433323102   596,206 2,554 SH   SOLE   2,554 0 0
Home Depot Inc COM 437076102   1,296,167 4,392 SH   SOLE   4,392 0 0
Houlihan Lokey COM 441593100   1,128,184 12,895 SH   SOLE   12,895 0 0
Hub Group Inc Cl A COM 443320106   6,796,958 80,974 SH   SOLE   80,974 0 0
Humana Inc COM 444859102   4,880,329 10,053 SH   SOLE   10,053 0 0
Hunt J B Trans Services Inc COM 445658107   681,136 3,882 SH   SOLE   3,882 0 0
Huntington Ingalls Industries COM 446413106   1,575,215 7,609 SH   SOLE   7,609 0 0
Jazz Pharmaceuticals PLC USD COM G50871105   346,656 2,369 SH   SOLE   2,369 0 0
Jfrog Ltd COM M6191J100   994,554 50,485 SH   SOLE   50,485 0 0
Johnson & Johnson COM 478160104   1,299,830 8,386 SH   SOLE   8,386 0 0
Johnson Controls Intl PLC COM G51502105   1,097,871 18,231 SH   SOLE   18,231 0 0
JP Morgan Chase & Co COM 46625H100   546,390 4,193 SH   SOLE   4,193 0 0
Kirby Corp COM 497266106   9,158,371 131,397 SH   SOLE   131,397 0 0
Kraft Heinz Co COM 500754106   1,447,031 37,420 SH   SOLE   37,420 0 0
Lantheus Holdings Inc. COM 516544103   1,308,246 15,846 SH   SOLE   15,846 0 0
Lazydays Holdings, Inc. COM 52110H100   1,344,862 115,241 SH   SOLE   115,241 0 0
Liberty Media Corp C Braves G COM 531229888   1,887,718 56,032 SH   SOLE   56,032 0 0
LINDE PLC SHS COM G54950103   1,884,187 5,301 SH   SOLE   5,301 0 0
Livanova PLC COM G5509L101   531,109 12,187 SH   SOLE   12,187 0 0
MBIA INC COM COM 55262C100   658,479 71,110 SH   SOLE   71,110 0 0
Medtronic PLC COM G5960L103   2,889,663 35,843 SH   SOLE   35,843 0 0
Mercury General Corp COM 589400100   262,331 8,265 SH   SOLE   8,265 0 0
Meta Platforms Inc Cl A COM 30303M102   723,775 3,415 SH   SOLE   3,415 0 0
MetLife Inc COM 59156R108   927,098 16,001 SH   SOLE   16,001 0 0
Mgp Ingredients Inc COM 55303J106   972,906 10,059 SH   SOLE   10,059 0 0
Microchip Technology Inc COM 595017104   891,754 10,644 SH   SOLE   10,644 0 0
Microsoft Corp COM 594918104   2,037,230 7,066 SH   SOLE   7,066 0 0
Mondelez Intl Inc Cl A COM 609207105   280,762 4,027 SH   SOLE   4,027 0 0
National Healthcare Corporatio COM 635906100   1,964,392 33,828 SH   SOLE   33,828 0 0
Norfolk Southern Corp COM 655844108   550,352 2,596 SH   SOLE   2,596 0 0
Northrop Grumman Corp COM 666807102   3,995,725 8,654 SH   SOLE   8,654 0 0
NorthWestern Corporation COM 668074305   522,823 9,036 SH   SOLE   9,036 0 0
Nutanix Inc Cl A COM 67059N108   1,201,388 46,225 SH   SOLE   46,225 0 0
NVR Inc COM 62944T105   1,025,283 184 SH   SOLE   184 0 0
O'Reilly Automotive Inc COM 67103H107   3,261,781 3,842 SH   SOLE   3,842 0 0
Ollies Bargain Outlet Holdings COM 681116109   1,501,747 25,919 SH   SOLE   25,919 0 0
Omnicom Group Inc COM 681919106   485,568 5,147 SH   SOLE   5,147 0 0
Papa Johns International Inc. COM 698813102   1,292,168 17,245 SH   SOLE   17,245 0 0
Paypal Holdings Inc COM 70450Y103   648,072 8,534 SH   SOLE   8,534 0 0
Pdc Energy Inc COM 69327R101   2,196,175 34,219 SH   SOLE   34,219 0 0
PepsiCo Inc COM 713448108   1,200,992 6,588 SH   SOLE   6,588 0 0
Performance Food Group Co. COM 71377A103   1,811,950 30,029 SH   SOLE   30,029 0 0
Pioneer Natural Resources Co COM 723787107   678,281 3,321 SH   SOLE   3,321 0 0
Polaris Inc Com COM 731068102   512,770 4,635 SH   SOLE   4,635 0 0
Range Resources Corporation COM 75281A109   2,523,729 95,343 SH   SOLE   95,343 0 0
RPM Intl Inc COM 749685103   1,066,335 12,223 SH   SOLE   12,223 0 0
Salesforce Inc COM 79466L302   1,006,891 5,040 SH   SOLE   5,040 0 0
Sarepta Therapeutics Inc COM 803607100   288,616 2,094 SH   SOLE   2,094 0 0
Scotts Miracle-Gro Co Cl A COM 810186106   2,482,953 35,603 SH   SOLE   35,603 0 0
ServiceNow Inc COM 81762P102   737,046 1,586 SH   SOLE   1,586 0 0
SI-BONE, Inc. COM 825704109   783,594 39,837 SH   SOLE   39,837 0 0
Southwest Gas Holdings Inc COM 844895102   1,323,378 21,191 SH   SOLE   21,191 0 0
Starbucks Corp COM 855244109   1,141,369 10,961 SH   SOLE   10,961 0 0
Suncor Energy Inc COM 867224107   2,334,432 75,183 SH   SOLE   75,183 0 0
Sysco Corp COM 871829107   3,658,153 47,367 SH   SOLE   47,367 0 0
T-Mobile US Inc COM 872590104   681,617 4,706 SH   SOLE   4,706 0 0
Teradyne Inc COM 880770102   2,589,163 24,083 SH   SOLE   24,083 0 0
Texas Instruments Inc COM 882508104   533,105 2,866 SH   SOLE   2,866 0 0
Texas Pacific Land Corporation COM 88262P102   627,676 369 SH   SOLE   369 0 0
The Duckhorn Portfolio, Inc. COM 26414D106   1,071,771 67,407 SH   SOLE   67,407 0 0
TJX Cos Inc COM 872540109   1,165,448 14,873 SH   SOLE   14,873 0 0
Vail Resorts Inc COM 91879Q109   2,022,500 8,655 SH   SOLE   8,655 0 0
Valvoline Inc COM 92047W101   1,361,612 38,970 SH   SOLE   38,970 0 0
Verint Systems Inc. COM 92343X100   1,697,660 45,587 SH   SOLE   45,587 0 0
Verizon Communications Inc COM 92343V104   250,374 6,438 SH   SOLE   6,438 0 0
Vertex Pharmaceuticals Inc COM 92532F100   3,050,823 9,683 SH   SOLE   9,683 0 0
VF Corp COM 918204108   392,082 17,114 SH   SOLE   17,114 0 0
Visa Inc Cl A COM 92826C839   967,449 4,291 SH   SOLE   4,291 0 0
VMware Inc Cl A COM 928563402   616,260 4,936 SH   SOLE   4,936 0 0
Walt Disney Co COM 254687106   3,580,849 35,762 SH   SOLE   35,762 0 0
Wells Fargo Co COM 949746101   713,509 19,088 SH   SOLE   19,088 0 0
Wendys Co COM 95058W100   2,084,390 95,702 SH   SOLE   95,702 0 0
XPO Inc COM 983793100   788,440 24,716 SH   SOLE   24,716 0 0
Zebra Technologies Corp Cl A COM 989207105   1,650,738 5,191 SH   SOLE   5,191 0 0
Astrazeneca Plc ADR 046353108   784,056 11,296 SH   SOLE   11,296 0 0
Criteo SA-SPON ADR ADR 226718104   1,280,710 40,651 SH   SOLE   40,651 0 0
Energy Transfer LP UT Ltd Ptn COM 29273V100   907,629 72,785 SH   SOLE   72,785 0 0