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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 629 3,600 SH   SOLE   3,600 0 0
ABBOTT LABS COM 002824100 7,987 72,945 SH   SOLE   72,945 0 0
ABBVIE INC COM 00287Y109 7,937 74,071 SH   SOLE   74,071 0 0
ABERDEEN EMRG MRKTS EQT INM COM 00301W105 107 13,163 SH   SOLE   13,163 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,980 88,758 SH   SOLE   88,758 0 0
ALPHABET INC CAP STK CL A 02079K305 6,830 3,897 SH   SOLE   3,897 0 0
AMAZON COM INC COM 023135106 6,494 1,994 SH   SOLE   1,994 0 0
ANTARES PHARMA INC COM 036642106 399 100,000 SH   SOLE   100,000 0 0
APPLE INC COM 037833100 11,137 83,931 SH   SOLE   83,931 0 0
AT&T INC COM 00206R102 3,000 104,307 SH   SOLE   104,307 0 0
BAKER HUGHES COMPANY CL A 05722G100 239 11,445 SH   SOLE   11,445 0 0
BK OF AMERICA CORP COM 060505104 4,516 148,979 SH   SOLE   148,979 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 696 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,322 87,646 SH   SOLE   87,646 0 0
CAPITAL SOUTHWEST CORP COM 140501107 15,023 846,388 SH   SOLE   846,388 0 0
CARTERS INC COM 146229109 16,245 172,689 SH   SOLE   172,689 0 0
CBOE GLOBAL MKTS INC COM 12503M108 784 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108 7,709 58,496 SH   SOLE   58,496 0 0
CENTRAL SECS CORP COM 155123102 940 28,790 SH   SOLE   28,790 0 0
CITIGROUP INC COM NEW 172967424 6,828 110,740 SH   SOLE   110,740 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 728 50,000 SH   SOLE   50,000 0 0
COMCAST CORP NEW CL A 20030N101 17,849 340,636 SH   SOLE   340,636 0 0
COVANTA HLDG CORP COM 22282E102 134 10,200 SH   SOLE   10,200 0 0
COVETRUS INC COM 22304C100 26,142 909,604 SH   SOLE   909,604 0 0
CSW INDUSTRIALS INC COM 126402106 12,066 107,818 SH   SOLE   107,818 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 337 2,125 SH   SOLE   2,125 0 0
DICKS SPORTING GOODS INC COM 253393102 8,050 143,212 SH   SOLE   143,212 0 0
DISNEY WALT CO COM 254687106 1,102 6,082 SH   SOLE   6,082 0 0
EMPIRE ST RLTY TR INC CL A 292104106 140 15,000 SH   SOLE   15,000 0 0
FACEBOOK INC CL A 30303M102 328 1,201 SH   SOLE   1,201 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 5,248 178,012 SH   SOLE   178,012 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657AK7 945 935,000 PRN   SOLE   935,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 10,415 594,803 SH   SOLE   594,803 0 0
HENRY SCHEIN INC COM 806407102 5,004 74,848 SH   SOLE   74,848 0 0
HOME DEPOT INC COM 437076102 248 935 SH   SOLE   935 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 854 6,785 SH   SOLE   6,785 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,162 3,704 SH   SOLE   3,704 0 0
ISHARES TR CORE S&P500 ETF 464287200 238 635 SH   SOLE   635 0 0
ISHARES TR CORE S&P US VLU 464287663 650 10,449 SH   SOLE   10,449 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,235 5,120 SH   SOLE   5,120 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 246 1,255 SH   SOLE   1,255 0 0
JOHNSON CTLS INTL PLC SHS G51502105 9,617 206,421 SH   SOLE   206,421 0 0
JPMORGAN CHASE & CO COM 46625H100 3,730 29,352 SH   SOLE   29,352 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 230 3,172 SH   SOLE   3,172 0 0
MCKESSON CORP COM 58155Q103 6,876 39,536 SH   SOLE   39,536 0 0
MERCK & CO. INC COM 58933Y105 4,595 56,171 SH   SOLE   56,171 0 0
MICROSOFT CORP COM 594918104 13,059 58,711 SH   SOLE   58,711 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,805 28,254 SH   SOLE   28,254 0 0
NEWMARK GROUP INC CL A 65158N102 264 36,250 SH   SOLE   36,250 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 491 20,850 SH   SOLE   20,850 0 0
PENTAIR PLC SHS G7S00T104 17,127 322,609 SH   SOLE   322,609 0 0
PROCTER AND GAMBLE CO COM 742718109 485 3,485 SH   SOLE   3,485 0 0
PROGRESSIVE CORP COM 743315103 8,619 87,169 SH   SOLE   87,169 0 0
QURATE RETAIL INC COM SER A 74915M100 11,236 1,024,279 SH   SOLE   1,024,279 0 0
RALPH LAUREN CORP CL A 751212101 7,665 73,889 SH   SOLE   73,889 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 3,740 586,219 SH   SOLE   586,219 0 0
SCHLUMBERGER LTD COM 806857108 239 10,967 SH   SOLE   10,967 0 0
SHYFT GROUP INC COM 825698103 28,137 991,444 SH   SOLE   991,444 0 0
TPG SPECIALTY LENDING INC NOTE 4.500% 8/0 87265KAD4 7,637 7,081,000 PRN   SOLE   7,081,000 0 0
SPDR SER TR S&P BK ETF 78464A797 421 10,060 SH   SOLE   10,060 0 0
SPIRIT RLTY CAP INC NEW NOTE 3.750% 5/1 84860WAB8 15,004 14,800,000 PRN   SOLE   14,800,000 0 0
SQUARE INC CL A 852234103 256 1,175 SH   SOLE   1,175 0 0
STARBUCKS CORP COM 855244109 6,659 62,243 SH   SOLE   62,243 0 0
TELOS CORP MD COM 87969B101 412 12,500 SH   SOLE   12,500 0 0
TESLA INC COM 88160R101 1,656 2,347 SH   SOLE   2,347 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 207 21,406 SH   SOLE   21,406 0 0
BRINKS CO COM 109696104 39,458 548,030 SH   SOLE   548,030 0 0
HOWARD HUGHES CORP COM 44267D107 219 2,775 SH   SOLE   2,775 0 0
TREEHOUSE FOODS INC COM 89469A104 16,052 377,778 SH   SOLE   377,778 0 0
TRINITY INDS INC COM 896522109 8,219 311,428 SH   SOLE   311,428 0 0
TWITTER INC NOTE 1.000% 9/1 90184lAD4 15,138 14,870,000 PRN   SOLE   14,870,000 0 0
ULTA BEAUTY INC COM 90384S303 18,978 66,089 SH   SOLE   66,089 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 6,255 329,033 SH   SOLE   329,033 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 262 4,181 SH   SOLE   4,181 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 7,011 45,527 SH   SOLE   45,527 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 5,658 109,100 SH   SOLE   109,100 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 275 3,001 SH   SOLE   3,001 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 676 3,267 SH   SOLE   3,267 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 713 4,505 SH   SOLE   4,505 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 671 1,953 SH   SOLE   1,953 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,233 226,720 SH   SOLE   226,720 0 0
VIACOMCBS INC CL B 92556H206 11,973 321,330 SH   SOLE   321,330 0 0
VISA INC COM CL A 92826C839 225 1,028 SH   SOLE   1,028 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 17,026 426,939 SH   SOLE   426,939 0 0
WELLS FARGO CO NEW COM 949746101 301 9,969 SH   SOLE   9,969 0 0
YUM CHINA HLDGS INC COM 98850P109 10,883 190,624 SH   SOLE   190,624 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 327 850 SH   SOLE   850 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980l101 207 613 SH   SOLE   613 0 0