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   532,560 3,896 SH   SOLE   3,896 0 0
ABBOTT LABS COM 002824100   8,315,099 72,933 SH   SOLE   72,933 0 0
ABBVIE INC COM 00287Y109   15,122,120 76,575 SH   SOLE   76,575 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   216,294 612 SH   SOLE   612 0 0
ADOBE INC COM 00724F101   251,622 486 SH   SOLE   486 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   10,770,922 276,248 SH   SOLE   276,248 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   517,918 72,234 SH   SOLE   72,234 0 0
ALPHABET INC CAP STK CL A 02079K305   25,589,682 154,294 SH   SOLE   154,294 0 0
ALPHABET INC CAP STK CL C 02079K107   1,353,235 8,094 SH   SOLE   8,094 0 0
AMAZON COM INC COM 023135106   16,483,154 88,462 SH   SOLE   88,462 0 0
AMESITE INC COM NEW 031094204   147,000 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100   22,455,799 96,377 SH   SOLE   96,377 0 0
APTARGROUP INC COM 038336103   1,685,199 10,520 SH   SOLE   10,520 0 0
ARES CAPITAL CORP COM 04010L103   900,420 43,000 SH   SOLE   43,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104   750,261 15,785 SH   SOLE   15,785 0 0
AVANTOR INC COM 05352A100   24,194,659 935,240 SH   SOLE   935,240 0 0
BAKER HUGHES COMPANY CL A 05722G100   503,569 13,930 SH   SOLE   13,930 0 0
BANK AMERICA CORP COM 060505104   613,508 15,461 SH   SOLE   15,461 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   14,514,780 21 SH   SOLE   21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   28,879,529 62,746 SH   SOLE   62,746 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106   138,683 15,009 SH   SOLE   15,009 0 0
BRINKS CO COM 109696104   18,259,568 157,900 SH   SOLE   157,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,656,293 51,339 SH   SOLE   51,339 0 0
BROADCOM INC COM 11135F101   276,069 1,600 SH   SOLE   1,600 0 0
C3 AI INC CL A 12468P104   322,259 13,300 SH   SOLE   13,300 0 0
CALAMOS GBL DYN INCOME FUND COM 12811L107   294,501 41,074 SH   SOLE   41,074 0 0
CAPITAL SOUTHWEST CORP COM 140501107   16,222,492 641,459 SH   SOLE   641,459 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   211,106 2,623 SH   SOLE   2,623 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,723,981 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108   13,598,439 60,090 SH   SOLE   60,090 0 0
CHEWY INC CL A 16679l109   15,894,716 542,667 SH   SOLE   542,667 0 0
CIENA CORP COM NEW 171779309   677,490 11,000 SH   SOLE   11,000 0 0
CISCO SYS INC COM 17275R102   469,818 8,828 SH   SOLE   8,828 0 0
CITIGROUP INC COM NEW 172967424   1,030,514 16,462 SH   SOLE   16,462 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,455,780 114,000 SH   SOLE   114,000 0 0
CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103   219,960 78,000 SH   SOLE   78,000 0 0
CME GROUP INC COM 12572Q105   409,043 1,854 SH   SOLE   1,854 0 0
COCA COLA CO COM 191216100   347,375 4,834 SH   SOLE   4,834 0 0
COMPOSECURE INC COM CL A 20459V105   11,557,373 824,349 SH   SOLE   824,349 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,151,155 4,427 SH   SOLE   4,427 0 0
COTERRA ENERGY INC COM 127097103   252,154 10,528 SH   SOLE   10,528 0 0
CSW INDUSTRIALS INC COM 126402106   32,252,215 88,027 SH   SOLE   88,027 0 0
CXAPP INC COM CL A 23248B109   75,600 45,000 SH   SOLE   45,000 0 0
DEERE & CO COM 244199105   394,185 945 SH   SOLE   945 0 0
DEVON ENERGY CORP NEW COM 25179M103   978,000 25,000 SH   SOLE   25,000 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   363,942 2,593 SH   SOLE   2,593 0 0
DICKS SPORTING GOODS INC COM 253393102   28,311,027 135,654 SH   SOLE   135,654 0 0
EATON CORP PLC SHS G29183103   666,616 2,011 SH   SOLE   2,011 0 0
ELI LILLY & CO COM 532457108   874,814 987 SH   SOLE   987 0 0
EMPIRE ST RLTY TR INC CL A 292104106   332,400 30,000 SH   SOLE   30,000 0 0
EXXON MOBIL CORP COM 30231G102   502,657 4,288 SH   SOLE   4,288 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   8,032,771 177,246 SH   SOLE   177,246 0 0
GOLDMAN SACHS BDC INC SHS 38147U107   206,400 15,000 SH   SOLE   15,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   282,916 571 SH   SOLE   571 0 0
HALOZYME THERAPEUTICS INC COM 40637h109   343,440 6,000 SH   SOLE   6,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   234,666 4,586 SH   SOLE   4,586 0 0
HENRY SCHEIN INC COM 806407102   27,248,562 373,780 SH   SOLE   373,780 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824c109   450,120 22,000 SH   SOLE   22,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   8,580,359 812,534 SH   SOLE   812,534 0 0
HOME DEPOT INC COM 437076102   1,940,718 4,790 SH   SOLE   4,790 0 0
HP INC COM 40434L105   444,788 12,400 SH   SOLE   12,400 0 0
INTEL CORP COM 458140100   722,085 30,779 SH   SOLE   30,779 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,602,631 11,772 SH   SOLE   11,772 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438f101   216,780 6,000 SH   SOLE   6,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   619,157 4,730 SH   SOLE   4,730 0 0
JOHNSON & JOHNSON COM 478160104   2,598,827 16,036 SH   SOLE   16,036 0 0
JPMORGAN CHASE & CO. COM 46625H100   12,772,381 60,573 SH   SOLE   60,573 0 0
KENVUE INC COM 49177J102   21,867,778 945,429 SH   SOLE   945,429 0 0
KKR & CO INC COM 48251W104   26,450,079 202,558 SH   SOLE   202,558 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445l100   1,248,000 78,000 SH   SOLE   78,000 0 0
MARATHON PETE CORP COM 56585A102   228,212 1,401 SH   SOLE   1,401 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,288,391 2,609 SH   SOLE   2,609 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   2,139,886 22,203 SH   SOLE   22,203 0 0
MCKESSON CORP COM 58155Q103   29,833,330 60,340 SH   SOLE   60,340 0 0
MERCK & CO INC COM 58933Y105   7,762,540 68,356 SH   SOLE   68,356 0 0
META PLATFORMS INC CL A 30303M102   22,573,070 39,433 SH   SOLE   39,433 0 0
MICROSOFT CORP COM 594918104   27,949,158 64,953 SH   SOLE   64,953 0 0
MOLINA HEALTHCARE INC COM 60855R100   733,913 2,130 SH   SOLE   2,130 0 0
NEWMARK GROUP INC CL A 65158N102   575,293 37,044 SH   SOLE   37,044 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106   128,450 35,000 SH   SOLE   35,000 0 0
NOVO-NORDISK A S ADR 670100205   707,976 5,946 SH   SOLE   5,946 0 0
NVIDIA CORPORATION COM 67066G104   614,295 5,058 SH   SOLE   5,058 0 0
OPENLANE INC COM 48238T109   17,106,766 1,013,434 SH   SOLE   1,013,434 0 0
ORACLE CORP COM 68389X105   1,353,897 7,945 SH   SOLE   7,945 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   6,460,459 173,668 SH   SOLE   173,668 0 0
PENTAIR PLC SHS G7S00T104   35,158,286 359,528 SH   SOLE   359,528 0 0
PEPSICO INC COM 713448108   2,350,956 13,825 SH   SOLE   13,825 0 0
PFIZER INC COM 717081103   1,709,952 59,086 SH   SOLE   59,086 0 0
PORTILLOS INC COM CL A 73642K106   24,514,188 1,819,910 SH   SOLE   1,819,910 0 0
PROCTER AND GAMBLE CO COM 742718109   215,179 1,242 SH   SOLE   1,242 0 0
PROGRESSIVE CORP COM 743315103   28,549,018 112,504 SH   SOLE   112,504 0 0
QURATE RETAIL INC COM SER A 74915M100   6,150 10,080 SH   SOLE   10,080 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,443,485 32,314 SH   SOLE   32,314 0 0
RECURSION PHARMACEUTICALS IN CL A 75629v104   263,600 40,000 SH   SOLE   40,000 0 0
RTX CORPORATION COM 75513E101   623,256 5,144 SH   SOLE   5,144 0 0
RUSH STREET INTERACTIVE INC COM 782011100   154,612 14,250 SH   SOLE   14,250 0 0
SHYFT GROUP INC COM 825698103   16,027,591 1,277,099 SH   SOLE   1,277,099 0 0
SCHLUMBERGER LTD COM STK 806857108   282,491 6,734 SH   SOLE   6,734 0 0
STARBUCKS CORP COM 855244109   11,063,743 113,486 SH   SOLE   113,486 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   292,560 1,685 SH   SOLE   1,685 0 0
TELOS CORP MD COM 87969B101   303,355 84,500 SH   SOLE   84,500 0 0
TESLA INC COM 88160R101   2,978,501 11,384 SH   SOLE   11,384 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   565,936 31,406 SH   SOLE   31,406 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,003,337 1,622 SH   SOLE   1,622 0 0
THE TRADE DESK INC COM CL A 88339J105   2,193,172 20,002 SH   SOLE   20,002 0 0
TYLER TECHNOLOGIES INC COM 902252105   583,720 1,000 SH   SOLE   1,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   8,150,832 113,206 SH   SOLE   113,206 0 0
UBER TECHNOLOGIES INC COM 90353T100   523,862 6,970 SH   SOLE   6,970 0 0
UIPATH INC CL A 90364P105   704,000 55,000 SH   SOLE   55,000 0 0
ULTA BEAUTY INC COM 90384S303   38,704,599 99,467 SH   SOLE   99,467 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,237,283 2,116 SH   SOLE   2,116 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,589,722 19,680 SH   SOLE   19,680 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   13,389,605 47,195 SH   SOLE   47,195 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306   14,729,277 120,268 SH   SOLE   120,268 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,015,684 44,883 SH   SOLE   44,883 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   81,536,153 819,541 SH   SOLE   819,541 0 0
VIATRIS INC COM 92556V106   175,126 15,084 SH   SOLE   15,084 0 0
VIMEO INC COMMON STOCK 92719V100   487,577 96,550 SH   SOLE   96,550 0 0
VISA INC COM CL A 92826C839   2,022,603 7,356 SH   SOLE   7,356 0 0
DISNEY WALT CO COM 254687106   7,180,125 74,645 SH   SOLE   74,645 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   378,980 45,937 SH   SOLE   45,937 0 0
WELLS FARGO CO NEW COM 949746101   586,519 10,383 SH   SOLE   10,383 0 0
YUM CHINA HLDGS INC COM 98850P109   20,888,024 463,972 SH   SOLE   463,972 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   314,772 850 SH   SOLE   850 0 0
CXAPP INC *W EXP 99/99/999 23248B117   128,214 510,000 SH   SOLE   510,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,166,221 10,585 SH   SOLE   10,585 0 0
ISHARES TR CORE S&P500 ETF 464287200   636,809 1,104 SH   SOLE   1,104 0 0
ISHARES TR CORE S&P US VLU 464287663   5,199,844 54,454 SH   SOLE   54,454 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   5,811,783 15,482 SH   SOLE   15,482 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   275,008 1,245 SH   SOLE   1,245 0 0
ISHARES TR CORE S&P MCP ETF 464287507   295,085 4,735 SH   SOLE   4,735 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   982,851 1,713 SH   SOLE   1,713 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,187,773 9,265 SH   SOLE   9,265 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   8,719,162 33,048 SH   SOLE   33,048 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   6,470,714 72,412 SH   SOLE   72,412 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   12,637,463 23,950 SH   SOLE   23,950 0 0
ISHARES INC CORE MSCI EMKT 46434G103   5,027,853 87,578 SH   SOLE   87,578 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   14,200,375 268,896 SH   SOLE   268,896 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   15,325,296 320,278 SH   SOLE   320,278 0 0
PIMCO HIGH INCOME FD COM SHS 722014107   90,000 18,000 SH   SOLE   18,000 0 0
ISHARES TR 0-5YR HI YL CP 46434v407   644,917 14,853 SH   SOLE   14,853 0 0
ISHARES TR BB RAT CORP BD 46435u473   677,200 14,302 SH   SOLE   14,302 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   663,480 8,466 SH   SOLE   8,466 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409   666,981 8,398 SH   SOLE   8,398 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   1,371,279 1,582,000 PRN   SOLE   1,582,000 0 0