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
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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
3M Co. COM 88579Y101   378,396 3,600 SH   SOLE   3,600 0 0
Abbott Laboratories COM 002824100   7,116,452 70,279 SH   SOLE   70,279 0 0
AbbVie Inc. COM 00287Y109   11,757,044 73,772 SH   SOLE   73,772 0 0
Activision Blizzard Inc. COM 00507V109   6,270,238 73,259 SH   SOLE   73,259 0 0
AdvisorShares Pure US Cannabis PURE US CANNABIS 00768Y453   474,518 83,395 SH   SOLE   83,395 0 0
Alphabet Inc. Class A CAP STK CL A 02079K305   15,453,695 148,980 SH   SOLE   148,980 0 0
Alphabet Inc. Class C CAP STK CL C 02079K107   515,840 4,960 SH   SOLE   4,960 0 0
Amazon.com Inc. COM 023135106   8,223,847 79,619 SH   SOLE   79,619 0 0
Apple Inc. COM 037833100   15,156,948 91,916 SH   SOLE   91,916 0 0
Ares Capital Corp. COM 04010L103   365,500 20,000 SH   SOLE   20,000 0 0
Ark Innovation ETF INNOVATION ETF 00214Q104   636,767 15,785 SH   SOLE   15,785 0 0
Avantor, Inc. COM 05352A100   13,048,010 617,219 SH   SOLE   617,219 0 0
Babcock & Wilcox Enterprises I COM 05614L209   115,140 19,000 SH   SOLE   19,000 0 0
Baker Hughes Co. CL A 05722G100   409,668 14,195 SH   SOLE   14,195 0 0
Bank of America Corp. COM 060505104   5,179,517 181,102 SH   SOLE   181,102 0 0
Berkshire Hathaway Inc. Class CL A 084670108   9,777,600 21 SH   SOLE   21 0 0
Berkshire Hathaway Inc. Class CL B NEW 084670702   19,009,734 61,566 SH   SOLE   61,566 0 0
Bird Global, Inc. COM CL A 09077J107   796,735 2,846,500 SH   SOLE   2,846,500 0 0
Bristol-Myers Squibb Co. COM 110122108   1,028,560 14,840 SH   SOLE   14,840 0 0
Capital Southwest Corp. COM 140501107   11,691,706 657,576 SH   SOLE   657,576 0 0
Carter's Inc. COM 146229109   16,383,664 227,804 SH   SOLE   227,804 0 0
Cboe Global Markets, Inc. COM 12503M108   1,129,630 8,415 SH   SOLE   8,415 0 0
CDW Corp. COM 12514G108   11,895,501 61,037 SH   SOLE   61,037 0 0
Cisco Systems Inc. COM 17275R102   609,579 11,661 SH   SOLE   11,661 0 0
Citigroup Inc. COM NEW 172967424   4,927,295 105,082 SH   SOLE   105,082 0 0
Cleveland Cliffs Inc. COM 185899101   843,180 46,000 SH   SOLE   46,000 0 0
CME Group Inc. COM 12572Q105   875,055 4,569 SH   SOLE   4,569 0 0
Coca-Cola Co. COM 191216100   321,315 5,180 SH   SOLE   5,180 0 0
Constellation Energy Corp COM 21037T109   356,625 4,543 SH   SOLE   4,543 0 0
Coterra Energy Inc COM 127097103   258,161 10,520 SH   SOLE   10,520 0 0
CSW Industrials Inc. COM 126402106   12,930,354 93,071 SH   SOLE   93,071 0 0
Deere & Co. COM 244199105   733,688 1,777 SH   SOLE   1,777 0 0
Diageo PLC Sponsored ADR SPON ADR NEW 25243Q205   462,915 2,555 SH   SOLE   2,555 0 0
Dick's Sporting Goods Inc. COM 253393102   24,638,205 173,643 SH   SOLE   173,643 0 0
Eli Lilly & Co. COM 532457108   339,642 989 SH   SOLE   989 0 0
Empire State Realty Trust Inc. CL A 292104106   194,700 30,000 SH   SOLE   30,000 0 0
Exelon Corp. COM 30161N101   227,253 5,425 SH   SOLE   5,425 0 0
Exxon Mobil Corp. COM 30231G102   436,776 3,983 SH   SOLE   3,983 0 0
Financial Select Sector SPDR F FINANCIAL 81369Y605   6,168,299 191,860 SH   SOLE   191,860 0 0
Ford Motor Company COM 345370860   296,100 23,500 SH   SOLE   23,500 0 0
Goldman Sachs Group Inc. COM 38141G104   211,313 646 SH   SOLE   646 0 0
Hamilton Beach Brand Class A COM CL A 40701T104   525,220 51,291 SH   SOLE   51,291 0 0
Henry Schein Inc. COM 806407102   20,867,554 255,918 SH   SOLE   255,918 0 0
Hillman Solutions Corp. COM 431636109   4,012,913 476,593 SH   SOLE   476,593 0 0
Home Depot Inc. COM 437076102   574,599 1,947 SH   SOLE   1,947 0 0
HP Inc. COM 40434L105   363,940 12,400 SH   SOLE   12,400 0 0
Int'l Business Machines Corp. COM 459200101   1,162,768 8,870 SH   SOLE   8,870 0 0
Intel Corp. COM 458140100   658,823 20,166 SH   SOLE   20,166 0 0
Jacobs Solutions Inc. COM 46982L108   555,822 4,730 SH   SOLE   4,730 0 0
Johnson & Johnson COM 478160104   1,337,805 8,631 SH   SOLE   8,631 0 0
Johnson Controls Int'l PLC SHS G51502105   17,014,137 282,533 SH   SOLE   282,533 0 0
JP Morgan Chase & Co. COM 46625H100   7,866,424 60,367 SH   SOLE   60,367 0 0
KAR Auction Services Inc. COM 48238T109   24,764,384 1,810,262 SH   SOLE   1,810,262 0 0
KKR & Co. LP COM 48251W104   11,223,629 213,702 SH   SOLE   213,702 0 0
Mastercard Inc. CL A 57636Q104   643,599 1,771 SH   SOLE   1,771 0 0
Materials Select SPDR ETF SBI MATERIALS 81369Y100   1,421,471 17,623 SH   SOLE   17,623 0 0
McKesson Corp. COM 58155Q103   22,134,916 62,168 SH   SOLE   62,168 0 0
Merck & Co. Inc. COM 58933Y105   7,100,575 66,741 SH   SOLE   66,741 0 0
Meta Platforms Inc. CL A 30303M102   10,704,030 50,505 SH   SOLE   50,505 0 0
Microsoft Corp. COM 594918104   17,734,459 61,514 SH   SOLE   61,514 0 0
Molina Healthcare Inc COM 60855R100   569,754 2,130 SH   SOLE   2,130 0 0
Newmark Group Inc. CL A 65158N102   256,650 36,250 SH   SOLE   36,250 0 0
Novo-Nordisk A/S ADR 670100205   440,022 2,765 SH   SOLE   2,765 0 0
Nutrien Ltd. COM 67077M108   646,926 8,760 SH   SOLE   8,760 0 0
Oracle Corp. COM 68389X105   731,931 7,877 SH   SOLE   7,877 0 0
Palantir Technologies Inc. CL A 69608A108   250,711 29,670 SH   SOLE   29,670 0 0
Pentair PLC SHS G7S00T104   21,402,036 387,227 SH   SOLE   387,227 0 0
PepsiCo Inc. COM 713448108   333,791 1,831 SH   SOLE   1,831 0 0
Pfizer Inc. COM 717081103   1,402,051 34,364 SH   SOLE   34,364 0 0
Porch Group Inc. COM 733245104   101,121 70,714 SH   SOLE   70,714 0 0
Portillo's Inc. COM CL A 73642K106   8,700,347 407,129 SH   SOLE   407,129 0 0
Praxis Precision Medicines Inc COM 74006W108   8,478 10,479 SH   SOLE   10,479 0 0
Procter & Gamble Co. COM 742718109   328,159 2,207 SH   SOLE   2,207 0 0
Progressive Corp. COM 743315103   13,589,699 94,993 SH   SOLE   94,993 0 0
Qurate Retail, Inc. COM SER A 74915M100   12,777 12,935 SH   SOLE   12,935 0 0
Raytheon Technologies Corp. COM 75513E101   224,945 2,297 SH   SOLE   2,297 0 0
Real Estate Select SPDR RL EST SEL SEC 81369Y860   1,071,572 28,667 SH   SOLE   28,667 0 0
Rush Street Interactive, Inc. COM 782011100   44,317 14,250 SH   SOLE   14,250 0 0
Safeguard Scientifics Inc. COM NEW 786449207   25,568 14,865 SH   SOLE   14,865 0 0
Schlumberger NV COM STK 806857108   284,436 5,793 SH   SOLE   5,793 0 0
Shyft Group Inc. COM 825698103   19,933,345 876,191 SH   SOLE   876,191 0 0
Sonder Holdings Inc CLASS A COM 83542D102   223,344 295,000 SH   SOLE   295,000 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870   396,444 5,202 SH   SOLE   5,202 0 0
Starbucks Corp. COM 855244109   6,979,626 67,028 SH   SOLE   67,028 0 0
Telos Corporation COM 87969B101   183,425 72,500 SH   SOLE   72,500 0 0
Tesla Inc. COM 88160R101   1,176,921 5,673 SH   SOLE   5,673 0 0
The Brinks Co. COM 109696104   31,710,666 474,711 SH   SOLE   474,711 0 0
The Howard Hughes Corp. COM 44267D107   228,400 2,855 SH   SOLE   2,855 0 0
thredUP, Inc. Class A CL A 88556E102   29,669 11,727 SH   SOLE   11,727 0 0
Tilray Inc COM 88688T100   75,900 30,000 SH   SOLE   30,000 0 0
Uber Technologies Inc. COM 90353T100   204,782 6,460 SH   SOLE   6,460 0 0
Ulta Beauty Inc. COM 90384S303   35,063,663 64,258 SH   SOLE   64,258 0 0
UnitedHealth Group Inc. COM 91324P102   518,431 1,097 SH   SOLE   1,097 0 0
Utilities Select Sector SBI INT-UTILS 81369Y886   1,008,784 14,903 SH   SOLE   14,903 0 0
VanEck Vectors Oil Services ET OIL SERVICES ETF 92189H607   13,178,086 47,552 SH   SOLE   47,552 0 0
Vanguard Energy ETF ENERGY ETF 92204A306   13,524,261 118,395 SH   SOLE   118,395 0 0
Verizon Communications Inc. COM 92343V104   1,165,922 29,980 SH   SOLE   29,980 0 0
Vertiv Holdings Co. COM CL A 92537N108   33,197,712 2,319,896 SH   SOLE   2,319,896 0 0
Visa Inc. COM CL A 92826C839   672,322 2,982 SH   SOLE   2,982 0 0
Walt Disney Company COM 254687106   1,856,210 18,538 SH   SOLE   18,538 0 0
Warner Bros Discovery Inc. COM SER A 934423104   670,274 44,389 SH   SOLE   44,389 0 0
Wells Fargo & Co. COM 949746101   372,604 9,968 SH   SOLE   9,968 0 0
Yum China Holdings Inc. COM 98850P109   7,791,709 122,917 SH   SOLE   122,917 0 0
Zebra Technologies Class A CL A 989207105   270,300 850 SH   SOLE   850 0 0
ZEROFOX HLDGS INC COM 98955G103   27,594 18,900 SH   SOLE   18,900 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103   3,125,862 9,740 SH   SOLE   9,740 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200   322,702 785 SH   SOLE   785 0 0
iShares Core S&P U.S. Value CORE S&P US VLU 464287663   2,252,651 30,532 SH   SOLE   30,532 0 0
iShares Russell 1000 Growth In RUS 1000 GRW ETF 464287614   2,530,281 10,356 SH   SOLE   10,356 0 0
iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655   227,460 1,275 SH   SOLE   1,275 0 0
iShares S&P MidCap 400 CORE S&P MCP ETF 464287507   236,902 947 SH   SOLE   947 0 0
Vanguard High Dividend Yield F HIGHDIV YLD 921946406   353,003 3,346 SH   SOLE   3,346 0 0
Vanguard Mid-Cap ETF MID CAP ETF 922908629   3,262,089 15,466 SH   SOLE   15,466 0 0
Vanguard Russell 2000 ETF VNG RUS2000IDX 92206C664   2,314,345 32,108 SH   SOLE   32,108 0 0
Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363   5,162,313 13,727 SH   SOLE   13,727 0 0
iShares Core MSCI Emerging ETF CORE MSCI EMKT 46434G103   10,134,025 207,707 SH   SOLE   207,707 0 0
Vanguard FTSE Developed ETF VAN FTSE DEV MKT 921943858   7,535,847 166,833 SH   SOLE   166,833 0 0
Vanguard FTSE Emerging Mkts ET FTSE EMR MKT ETF 922042858   315,201 7,802 SH   SOLE   7,802 0 0
Alteryx Inc. NOTE 02156bad5   15,398,372 16,513,000 PRN   SOLE   16,513,000 0 0
DocuSign Inc. NOTE 256163ad8   14,831,195 15,546,000 PRN   SOLE   15,546,000 0 0
Greenbrier Cos Inc. NOTE 2.875% 2/0 393657ak7   946,877 965,000 PRN   SOLE   965,000 0 0
Illumina Inc NOTE 8/1 452327AK5   6,220,117 6,380,000 PRN   SOLE   6,380,000 0 0