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 639 3,600 SH   SOLE   3,600 0 0
ABBOTT LABS COM 002824100 10,100 71,765 SH   SOLE   71,765 0 0
ABBVIE INC COM 00287Y109 9,844 72,701 SH   SOLE   72,701 0 0
ACTIVISION BLIZZARD INC COM 00507V109 9,048 136,000 SH   SOLE   136,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 264 466 SH   SOLE   466 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 25,174 104,946 SH   SOLE   104,946 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 11,452 447,502 SH   SOLE   447,502 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 250 2,104 SH   SOLE   2,104 0 0
ALPHABET INC CAP STK CL A 02079K305 11,698 4,038 SH   SOLE   4,038 0 0
ALPHABET INC CAP STK CL C 02079K107 275 95 SH   SOLE   95 0 0
ALTERYX INC NOTE 0.500% 8/0 02156BAD5 12,217 12,985,000 PRN   SOLE   12,985,000 0 0
AMAZON COM INC COM 023135106 7,892 2,367 SH   SOLE   2,367 0 0
ANTARES PHARMA INC COM 036642106 286 80,000 SH   SOLE   80,000 0 0
APPLE INC COM 037833100 15,326 86,310 SH   SOLE   86,310 0 0
ARK ETF TR INNOVATION ETF 00214Q104 1,159 12,250 SH   SOLE   12,250 0 0
AT&T INC COM 00206R102 2,618 106,422 SH   SOLE   106,422 0 0
BAKER HUGHES COMPANY CL A 05722G100 272 11,305 SH   SOLE   11,305 0 0
BK OF AMERICA CORP COM 060505104 6,549 147,205 SH   SOLE   147,205 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,180 60,804 SH   SOLE   60,804 0 0
BLOCK INC CL A 852234103 267 1,655 SH   SOLE   1,655 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 524 8,411 SH   SOLE   8,411 0 0
CANOPY GROWTH CORP COM 138035100 87 10,000 SH   SOLE   10,000 0 0
CAPITAL SOUTHWEST CORP COM 140501107 15,362 607,675 SH   SOLE   607,675 0 0
CARTERS INC COM 146229109 21,008 207,551 SH   SOLE   207,551 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,097 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108 12,355 60,334 SH   SOLE   60,334 0 0
CENTRAL SECS CORP COM 155123102 1,397 31,340 SH   SOLE   31,340 0 0
CITIGROUP INC COM NEW 172967424 6,489 107,444 SH   SOLE   107,444 0 0
CLEVELAND-CLIFFS INC COM 185899101 653 30,000 SH   SOLE   30,000 0 0
COCA COLA CO COM 191216100 453 7,650 SH   SOLE   7,650 0 0
COMCAST CORP NEW CL A 20030N101 9,629 191,325 SH   SOLE   191,325 0 0
COVETRUS INC COM 22304C100 16,791 840,831 SH   SOLE   840,831 0 0
CSW INDUSTRIALS INC COM 126402106 10,747 88,919 SH   SOLE   88,919 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 468 2,125 SH   SOLE   2,125 0 0
DICKS SPORTING GOODS INC COM 253393102 14,961 130,106 SH   SOLE   130,106 0 0
LILLY ELI & CO COM 532457108 238 863 SH   SOLE   863 0 0
EMPIRE ST RLTY TR INC CL A 292104106 267 30,000 SH   SOLE   30,000 0 0
EXELON CORP COM 30161N101 303 5,250 SH   SOLE   5,250 0 0
EXXON MOBIL CORP COM 30231G102 219 3,577 SH   SOLE   3,577 0 0
SELECT SECTOR SPDR TR COM FINANCIAL 81369Y605 7,240 185,408 SH   SOLE   185,408 0 0
GOLDMAN SACHS ETF TR ACCESS INFLATI 381430362 248 4,250 SH   SOLE   4,250 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657AK7 1,081 980,000 PRN   SOLE   980,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 3,019 210,210 SH   SOLE   210,210 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 242 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102 13,066 168,524 SH   SOLE   168,524 0 0
HILLMAN SOLUTIONS CORP COM 431636109 5,125 476,718 SH   SOLE   476,718 0 0
HOME DEPOT INC COM 437076102 643 1,549 SH   SOLE   1,549 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,201 8,985 SH   SOLE   8,985 0 0
INEL CORP COM 458140100 334 6,483 SH   SOLE   6,483 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,149 7,915 SH   SOLE   7,915 0 0
ISHARES TR CORE S&P500 ETF 464287200 374 785 SH   SOLE   785 0 0
ISHARES TR CORE S&P US VLU 464287663 1,768 23,160 SH   SOLE   23,160 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,409 7,882 SH   SOLE   7,882 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 284 1,275 SH   SOLE   1,275 0 0
ISHARES TR CORE S&P MCP ETF 464287507 268 947 SH   SOLE   947 0 0
JOHNSON & JOHNSON COM 478160104 470 2,745 SH   SOLE   2,745 0 0
JOHNSON CTLS INTL PLC SHS G51502105 13,630 167,630 SH   SOLE   167,630 0 0
JPMORGAN CHASE & CO COM 46625H100 4,757 30,042 SH   SOLE   30,042 0 0
KAR AUCTION SVCS INC COM 48238T109 15,173 971,404 SH   SOLE   971,404 0 0
L&F ACQUISITION CORP SHS CL A G53702109 239 23,780 SH   SOLE   23,780 0 0
MASTERCARD INCORPORATED CL A 57636Q104 381 1,061 SH   SOLE   1,061 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 881 9,721 SH   SOLE   9,721 0 0
MCKESSON CORP COM 58155Q103 19,849 79,851 SH   SOLE   79,851 0 0
MERCK & CO INC COM 58933Y105 4,920 64,196 SH   SOLE   64,196 0 0
META PLATFORMS INC CL A 30303M102 1,049 3,120 SH   SOLE   3,120 0 0
MICROSOFT CORP COM 594918104 18,230 54,205 SH   SOLE   54,205 0 0
NEWMARK GROUP INC CL A 65158N102 678 36,250 SH   SOLE   36,250 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 540 29,670 SH   SOLE   29,670 0 0
PENTAIR PLC SHS G7S00T104 16,587 227,130 SH   SOLE   227,130 0 0
PEPSICO INC COM 713448108 277 1,595 SH   SOLE   1,595 0 0
PFIZER INC COM 717081103 1,799 30,462 SH   SOLE   30,462 0 0
PORCH GROUP INC COM 733245104 1,108 71,084 SH   SOLE   71,084 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108 206 10,479 SH   SOLE   10,479 0 0
PROCTER AND GAMBLE CO COM 742718109 515 3,146 SH   SOLE   3,146 0 0
PROGRESSIVE CORP COM 743315103 9,429 91,858 SH   SOLE   91,858 0 0
QURATE RETAIL INC COM SER A 74915M100 98 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 565 10,897 SH   SOLE   10,897 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 489 4,713 SH   SOLE   4,713 0 0
ROBLOX CORP CL A 771049103 384 3,718 SH   SOLE   3,718 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 115 15,634 SH   SOLE   15,634 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 755 12,000 SH   SOLE   12,000 0 0
SHYFT GROUP INC COM 825698103 43,164 878,561 SH   SOLE   878,561 0 0
SPDR SER TR S&P BK ETF 78464A797 214 3,920 SH   SOLE   3,920 0 0
STARBUCKS CORP COM 855244109 7,136 61,004 SH   SOLE   61,004 0 0
TESLA INC COM 88160R101 1,316 1,245 SH   SOLE   1,245 0 0
BRINKS CO COM 109696104 28,331 432,068 SH   SOLE   432,068 0 0
HOWARD HUGHES CORP COM 44267D107 282 2,775 SH   SOLE   2,775 0 0
THREDUP INC CL A 88556E102 150 11,727 SH   SOLE   11,727 0 0
TILRAY INC COM CL 2 88688T100 105 15,000 SH   SOLE   15,000 0 0
TONIX PHARMACEUTICALS HLDG C COM 890260706 4 11,430 SH   SOLE   11,430 0 0
TREEHOUSE FOODS INC COM 89469A104 14,684 362,303 SH   SOLE   362,303 0 0
TRINITY INDS INC COM 896522109 9,286 307,479 SH   SOLE   307,479 0 0
UBER TECHNOLOGIES INC COM 90353T100 271 6,460 SH   SOLE   6,460 0 0
ULTA BEAUTY INC COM 90384S303 26,782 64,952 SH   SOLE   64,952 0 0
UNITEDHEALTH GROUP INC COM 91324P102 410 817 SH   SOLE   817 0 0
UNIVAR SOLUTIONS INC COM 91336L107 9,017 318,061 SH   SOLE   318,061 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 8,717 798,951 SH   SOLE   798,951 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,014 14,162 SH   SOLE   14,162 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 9,193 49,737 SH   SOLE   49,737 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 8,770 113,002 SH   SOLE   113,002 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6,291 123,209 SH   SOLE   123,209 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10,062 203,430 SH   SOLE   203,430 0 0
VANGUARD WHITEHALL FDS COM HIGH DIV YLD 921946406 375 3,346 SH   SOLE   3,346 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 3,200 12,562 SH   SOLE   12,562 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2,167 24,125 SH   SOLE   24,125 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,375 12,311 SH   SOLE   12,311 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 372 7,162 SH   SOLE   7,162 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 14,145 566,494 SH   SOLE   566,494 0 0
VIACOMCBS INC CL B 92556H206 427 14,155 SH   SOLE   14,155 0 0
VISA INC COM CL A 92826C839 387 1,788 SH   SOLE   1,788 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 11,149 213,739 SH   SOLE   213,739 0 0
DISNEY WALT CO COM 254687106 1,428 9,222 SH   SOLE   9,222 0 0
WELLS FARGO CO NEW COM 949746101 478 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850p109 9,318 186,950 SH   SOLE   186,950 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 506 850 SH   SOLE   850 0 0