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   816,805 7,993 SH   SOLE   7,993 0 0
ABBOTT LABS COM 002824100   7,515,291 72,325 SH   SOLE   72,325 0 0
ABBVIE INC COM 00287Y109   13,057,646 76,129 SH   SOLE   76,129 0 0
ADOBE INC COM 00724F101   267,770 482 SH   SOLE   482 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   10,262,437 162,047 SH   SOLE   162,047 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   463,505 63,234 SH   SOLE   63,234 0 0
ALPHABET INC CAP STK CL A 02079K305   28,213,588 154,892 SH   SOLE   154,892 0 0
ALPHABET INC CAP STK CL C 02079K107   1,479,166 8,064 SH   SOLE   8,064 0 0
AMAZON COM INC COM 023135106   16,992,670 87,931 SH   SOLE   87,931 0 0
AMESITE INC COM NEW 031094204   180,000 60,000 SH   SOLE   60,000 0 0
AMYLYX PHARMACEUTICALS INC COM 03237h101   38,000 20,000 SH   SOLE   20,000 0 0
APPLE INC COM 037833100   19,850,503 94,248 SH   SOLE   94,248 0 0
APTARGROUP INC COM 038336103   1,481,321 10,520 SH   SOLE   10,520 0 0
ARES CAPITAL CORP COM 04010L103   896,120 43,000 SH   SOLE   43,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104   693,751 15,785 SH   SOLE   15,785 0 0
AVANTOR INC COM 05352A100   19,466,836 918,247 SH   SOLE   918,247 0 0
BAKER HUGHES COMPANY CL A 05722G100   489,918 13,930 SH   SOLE   13,930 0 0
BANK AMERICA CORP COM 060505104   2,189,736 55,060 SH   SOLE   55,060 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   12,857,061 21 SH   SOLE   21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   25,542,848 62,790 SH   SOLE   62,790 0 0
BRINKS CO COM 109696104   16,328,256 159,456 SH   SOLE   159,456 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,791,604 43,140 SH   SOLE   43,140 0 0
BROADCOM INC COM 11135F101   245,646 153 SH   SOLE   153 0 0
C3 AI INC CL A 12468P104   385,168 13,300 SH   SOLE   13,300 0 0
CALAMOS GBL DYN INCOME FUND COM 12811L107   281,768 41,074 SH   SOLE   41,074 0 0
CAPITAL SOUTHWEST CORP COM 140501107   16,714,614 640,652 SH   SOLE   640,652 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,431,055 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108   13,390,109 59,820 SH   SOLE   59,820 0 0
CHEWY INC CL A 16679l109   14,989,573 550,278 SH   SOLE   550,278 0 0
CIENA CORP COM NEW 171779309   457,710 9,500 SH   SOLE   9,500 0 0
CISCO SYS INC COM 17275R102   416,140 8,759 SH   SOLE   8,759 0 0
CITIGROUP INC COM NEW 172967424   1,043,917 16,450 SH   SOLE   16,450 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   769,500 50,000 SH   SOLE   50,000 0 0
CME GROUP INC COM 12572Q105   653,105 3,322 SH   SOLE   3,322 0 0
COCA COLA CO COM 191216100   368,406 5,788 SH   SOLE   5,788 0 0
CONSTELLATION ENERGY CORP COM 21037T109   884,593 4,417 SH   SOLE   4,417 0 0
COTERRA ENERGY INC COM 127097103   280,568 10,520 SH   SOLE   10,520 0 0
CSW INDUSTRIALS INC COM 126402106   23,286,524 87,771 SH   SOLE   87,771 0 0
CXAPP INC COM CL A 23248B109   76,760 38,000 SH   SOLE   38,000 0 0
DEERE & CO COM 244199105   349,344 935 SH   SOLE   935 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   322,134 2,555 SH   SOLE   2,555 0 0
DICKS SPORTING GOODS INC COM 253393102   29,690,375 138,191 SH   SOLE   138,191 0 0
EATON CORP PLC SHS G29183103   627,100 2,000 SH   SOLE   2,000 0 0
ELI LILLY & CO COM 532457108   906,237 1,001 SH   SOLE   1,001 0 0
EMPIRE ST RLTY TR INC CL A 292104106   281,400 30,000 SH   SOLE   30,000 0 0
EXXON MOBIL CORP COM 30231G102   457,761 3,976 SH   SOLE   3,976 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   262,300 5,000 SH   SOLE   5,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,271,208 176,872 SH   SOLE   176,872 0 0
GMS INC COM 36251C103   225,708 2,800 SH   SOLE   2,800 0 0
GOLDMAN SACHS BDC INC SHS 38147U107   225,450 15,000 SH   SOLE   15,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   257,822 570 SH   SOLE   570 0 0
HALOZYME THERAPEUTICS INC COM 40637h109   314,160 6,000 SH   SOLE   6,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   231,880 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102   23,991,348 374,280 SH   SOLE   374,280 0 0
HILLMAN SOLUTIONS CORP COM 431636109   7,304,887 825,411 SH   SOLE   825,411 0 0
HOME DEPOT INC COM 437076102   1,624,124 4,718 SH   SOLE   4,718 0 0
HP INC COM 40434L105   434,248 12,400 SH   SOLE   12,400 0 0
INTEL CORP COM 458140100   1,047,746 33,831 SH   SOLE   33,831 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,033,892 11,760 SH   SOLE   11,760 0 0
JACOBS SOLUTIONS INC COM 46982L108   660,828 4,730 SH   SOLE   4,730 0 0
JOHNSON & JOHNSON COM 478160104   2,335,344 15,978 SH   SOLE   15,978 0 0
JPMORGAN CHASE & CO. COM 46625H100   12,231,269 60,473 SH   SOLE   60,473 0 0
KENVUE INC COM 49177J102   17,051,204 937,910 SH   SOLE   937,910 0 0
KKR & CO INC COM 48251W104   21,318,783 202,573 SH   SOLE   202,573 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445l100   608,640 32,000 SH   SOLE   32,000 0 0
MARATHON PETE CORP COM 56585A102   242,872 1,400 SH   SOLE   1,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,124,958 2,550 SH   SOLE   2,550 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   2,013,479 22,800 SH   SOLE   22,800 0 0
MCKESSON CORP COM 58155Q103   35,219,364 60,303 SH   SOLE   60,303 0 0
MERCK & CO INC COM 58933Y105   8,451,455 68,267 SH   SOLE   68,267 0 0
META PLATFORMS INC CL A 30303M102   19,834,000 39,336 SH   SOLE   39,336 0 0
MICROSOFT CORP COM 594918104   29,011,967 64,911 SH   SOLE   64,911 0 0
MODERNA INC COM 60770K107   593,750 5,000 SH   SOLE   5,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   633,249 2,130 SH   SOLE   2,130 0 0
NEWMARK GROUP INC CL A 65158N102   370,837 36,250 SH   SOLE   36,250 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106   99,500 25,000 SH   SOLE   25,000 0 0
NOVO-NORDISK A S ADR 670100205   846,448 5,930 SH   SOLE   5,930 0 0
NOVOCURE LTD ORD SHS G6674U108   205,560 12,000 SH   SOLE   12,000 0 0
NUTRIEN LTD COM 67077M108   374,087 7,348 SH   SOLE   7,348 0 0
NVIDIA CORPORATION COM 67066G104   881,101 7,132 SH   SOLE   7,132 0 0
OPENLANE INC COM 48238T109   16,734,499 1,008,710 SH   SOLE   1,008,710 0 0
ORACLE CORP COM 68389X105   1,112,232 7,877 SH   SOLE   7,877 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,801,605 189,562 SH   SOLE   189,562 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   272,000 26,179 SH   SOLE   26,179 0 0
PENTAIR PLC SHS G7S00T104   28,261,865 368,617 SH   SOLE   368,617 0 0
PEPSICO INC COM 713448108   2,201,834 13,350 SH   SOLE   13,350 0 0
PFIZER INC COM 717081103   1,848,471 66,064 SH   SOLE   66,064 0 0
PORTILLOS INC COM CL A 73642K106   11,922,513 1,226,596 SH   SOLE   1,226,596 0 0
PROCTER AND GAMBLE CO COM 742718109   242,432 1,470 SH   SOLE   1,470 0 0
PROGRESSIVE CORP COM 743315103   23,710,927 114,154 SH   SOLE   114,154 0 0
QUALCOMM INC COM 747525103   230,850 1,159 SH   SOLE   1,159 0 0
QURATE RETAIL INC COM SER A 74915M100   8,149 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,233,797 32,122 SH   SOLE   32,122 0 0
RECURSION PHARMACEUTICALS IN CL A 75629v104   187,500 25,000 SH   SOLE   25,000 0 0
RTX CORPORATION COM 75513E101   515,904 5,139 SH   SOLE   5,139 0 0
RUSH STREET INTERACTIVE INC COM 782011100   136,657 14,250 SH   SOLE   14,250 0 0
SHYFT GROUP INC COM 825698103   14,938,453 1,259,566 SH   SOLE   1,259,566 0 0
SCHLUMBERGER LTD COM STK 806857108   342,480 7,259 SH   SOLE   7,259 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   263,910 57,000 SH   SOLE   57,000 0 0
STARBUCKS CORP COM 855244109   8,828,112 113,399 SH   SOLE   113,399 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   286,786 1,650 SH   SOLE   1,650 0 0
TELOS CORP MD COM 87969B101   313,158 77,900 SH   SOLE   77,900 0 0
TESLA INC COM 88160R101   2,150,956 10,870 SH   SOLE   10,870 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   510,347 31,406 SH   SOLE   31,406 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   893,648 1,616 SH   SOLE   1,616 0 0
THREDUP INC CL A 88556E102   19,936 11,727 SH   SOLE   11,727 0 0
THE TRADE DESK INC COM CL A 88339J105   1,953,400 20,000 SH   SOLE   20,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   502,780 1,000 SH   SOLE   1,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   6,703,874 111,694 SH   SOLE   111,694 0 0
UBER TECHNOLOGIES INC COM 90353T100   504,545 6,942 SH   SOLE   6,942 0 0
UIPATH INC CL A 90364P105   456,480 36,000 SH   SOLE   36,000 0 0
ULTA BEAUTY INC COM 90384S303   37,872,369 98,148 SH   SOLE   98,148 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,045,013 2,052 SH   SOLE   2,052 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,288,459 18,909 SH   SOLE   18,909 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   14,846,449 46,956 SH   SOLE   46,956 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306   15,284,672 119,814 SH   SOLE   119,814 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,829,778 44,369 SH   SOLE   44,369 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   71,412,980 824,916 SH   SOLE   824,916 0 0
VIATRIS INC COM 92556V106   213,408 20,076 SH   SOLE   20,076 0 0
VIMEO INC COMMON STOCK 92719V100   355,678 95,356 SH   SOLE   95,356 0 0
VISA INC COM CL A 92826C839   1,979,024 7,540 SH   SOLE   7,540 0 0
DISNEY WALT CO COM 254687106   3,228,674 32,518 SH   SOLE   32,518 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   839,515 112,838 SH   SOLE   112,838 0 0
WELLS FARGO CO NEW COM 949746101   592,000 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850P109   14,231,704 461,469 SH   SOLE   461,469 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   262,590 850 SH   SOLE   850 0 0
CXAPP INC *W EXP 99/99/999 23248B117   99,041 490,300 SH   SOLE   490,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,079,045 10,601 SH   SOLE   10,601 0 0
ISHARES TR CORE S&P500 ETF 464287200   709,757 1,297 SH   SOLE   1,297 0 0
ISHARES TR CORE S&P US VLU 464287663   4,849,149 55,023 SH   SOLE   55,023 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   5,721,115 15,695 SH   SOLE   15,695 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   252,598 1,245 SH   SOLE   1,245 0 0
ISHARES TR CORE S&P MCP ETF 464287507   285,578 4,880 SH   SOLE   4,880 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   668,846 1,229 SH   SOLE   1,229 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,179,240 9,943 SH   SOLE   9,943 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   7,820,828 32,304 SH   SOLE   32,304 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   5,934,052 72,393 SH   SOLE   72,393 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   11,885,334 23,764 SH   SOLE   23,764 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   224,825 840 SH   SOLE   840 0 0
ISHARES INC CORE MSCI EMKT 46434G103   4,759,299 88,909 SH   SOLE   88,909 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   13,121,735 265,515 SH   SOLE   265,515 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   13,918,281 318,059 SH   SOLE   318,059 0 0
PIMCO HIGH INCOME FD COM SHS 722014107   86,760 18,000 SH   SOLE   18,000 0 0
ISHARES TR 0-5YR HI YL CP 46434v407   580,334 13,752 SH   SOLE   13,752 0 0
ISHARES TR BB RAT CORP BD 46435u473   611,054 13,278 SH   SOLE   13,278 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   579,349 7,736 SH   SOLE   7,736 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409   591,474 7,654 SH   SOLE   7,654 0 0