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 536 3,600 SH   SOLE   3,600 0 0
ABBOTT LABS COM 002824100 8,333 70,405 SH   SOLE   70,405 0 0
ABBVIE INC COM 00287Y109 11,583 71,451 SH   SOLE   71,451 0 0
ACTIVISION BLIZZARD INC COM 00507v109 5,674 70,827 SH   SOLE   70,827 0 0
ADOBE SYSTEMS INCORPORATED COM 00724f101 212 466 SH   SOLE   466 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 17,800 86,007 SH   SOLE   86,007 0 0
ADVISORSHARES TR PURE US CANNABIS 00768y453 9,620 461,167 SH   SOLE   461,167 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 229 2,101 SH   SOLE   2,101 0 0
ALPHABET INC CAP STK CL A 02079K305 11,470 4,124 SH   SOLE   4,124 0 0
ALPHABET INC CAP STK CL C 02079k107 265 95 SH   SOLE   95 0 0
ALTERYX INC NOTE 0.500% 8/0 02156bad5 12,024 12,943,000 PRN   SOLE   12,943,000 0 0
AMAZON COM INC COM 023135106 8,006 2,456 SH   SOLE   2,456 0 0
ANTARES PHARMA INC COM 036642106 328 80,000 SH   SOLE   80,000 0 0
APPLE INC COM 037833100 15,073 86,321 SH   SOLE   86,321 0 0
ARK ETF TR INNOVATION ETF 00214Q104 812 12,250 SH   SOLE   12,250 0 0
BAKER HUGHES COMPANY CL A 05722G100 412 11,305 SH   SOLE   11,305 0 0
BK OF AMERICA CORP COM 060505104 6,063 147,086 SH   SOLE   147,086 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,086 59,749 SH   SOLE   59,749 0 0
BLOCK INC CL A 852234103 224 1,655 SH   SOLE   1,655 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 614 8,411 SH   SOLE   8,411 0 0
CANOPY GROWTH CORP COM 138035100 76 10,000 SH   SOLE   10,000 0 0
CAPITAL SOUTHWEST CORP COM 140501107 14,288 602,115 SH   SOLE   602,115 0 0
CARTERS INC COM 146229109 19,125 207,907 SH   SOLE   207,907 0 0
CBOE GLOBAL MKTS INC COM 12503M108 963 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108 10,793 60,335 SH   SOLE   60,335 0 0
CITIGROUP INC COM NEW 172967424 5,707 106,877 SH   SOLE   106,877 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 966 30,000 SH   SOLE   30,000 0 0
COCA COLA CO COM 191216100 365 5,880 SH   SOLE   5,880 0 0
COVETRUS INC COM 22304C100 14,315 852,580 SH   SOLE   852,580 0 0
CSW INDUSTRIALS INC COM 126402106 10,451 88,878 SH   SOLE   88,878 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 432 2,125 SH   SOLE   2,125 0 0
DICKS SPORTING GOODS INC COM 253393102 12,994 129,915 SH   SOLE   129,915 0 0
LILLY ELI & CO COM 532457108 247 863 SH   SOLE   863 0 0
EMPIRE ST RLTY TR INC CL A 292104106 295 30,000 SH   SOLE   30,000 0 0
EXELON CORP COM 30161n101 250 5,250 SH   SOLE   5,250 0 0
EXXON MOBIL CORP COM 30231G102 295 3,577 SH   SOLE   3,577 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369y605 6,767 176,588 SH   SOLE   176,588 0 0
FORD MTR CO DEL COM 345370860 397 23,500 SH   SOLE   23,500 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657ak7 1,093 980,000 PRN   SOLE   980,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 742 63,799 SH   SOLE   63,799 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 253 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102 14,710 168,715 SH   SOLE   168,715 0 0
HILLMAN SOLUTIONS CORP COM 431636109 5,833 491,001 SH   SOLE   491,001 0 0
HOME DEPOT INC COM 437076102 425 1,420 SH   SOLE   1,420 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,168 8,985 SH   SOLE   8,985 0 0
INTEL CORP COM 458140100 443 8,946 SH   SOLE   8,946 0 0
INVESCO QQQ TR UNIT SER 1 46090e103 2,869 7,914 SH   SOLE   7,914 0 0
ISHARES TR CORE S&P500 ETF 464287200 356 785 SH   SOLE   785 0 0
ISHARES TR CORE S&P US VLU 464287663 2,075 27,346 SH   SOLE   27,346 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,503 9,015 SH   SOLE   9,015 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 262 1,275 SH   SOLE   1,275 0 0
ISHARES TR CORE S&P MCP ETF 464287507 254 947 SH   SOLE   947 0 0
JOHNSON & JOHNSON COM 478160104 603 3,404 SH   SOLE   3,404 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,695 163,111 SH   SOLE   163,111 0 0
JPMORGAN CHASE & CO COM 46625H100 4,142 30,387 SH   SOLE   30,387 0 0
KAR AUCTION SVCS INC COM 48238T109 30,039 1,664,223 SH   SOLE   1,664,223 0 0
L&F ACQUISITION CORP SHS CL A g53702109 191 18,900 SH   SOLE   18,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 418 1,171 SH   SOLE   1,171 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369y100 944 10,712 SH   SOLE   10,712 0 0
MCKESSON CORP COM 58155q103 23,836 77,863 SH   SOLE   77,863 0 0
MERCK & CO INC COM 58933Y105 5,383 65,606 SH   SOLE   65,606 0 0
META PLATFORMS INC CL A 30303M102 5,509 24,775 SH   SOLE   24,775 0 0
MICROSOFT CORP COM 594918104 16,720 54,230 SH   SOLE   54,230 0 0
NEWMARK GROUP INC CL A 65158N102 577 36,250 SH   SOLE   36,250 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 407 29,670 SH   SOLE   29,670 0 0
PARAMOUNT GLOBAL CLASS B COM 92556h206 535 14,155 SH   SOLE   14,155 0 0
PENTAIR PLC SHS G7S00T104 12,705 234,360 SH   SOLE   234,360 0 0
PEPSICO INC COM 713448108 293 1,752 SH   SOLE   1,752 0 0
PFIZER INC COM 717081103 1,585 30,614 SH   SOLE   30,614 0 0
PORCH GROUP INC COM 733245104 494 71,084 SH   SOLE   71,084 0 0
PRAXIS PRECISION MEDICINES I COM 74006w108 107 10,479 SH   SOLE   10,479 0 0
PROCTER AND GAMBLE CO COM 742718109 424 2,776 SH   SOLE   2,776 0 0
PROGRESSIVE CORP COM 743315103 10,559 92,635 SH   SOLE   92,635 0 0
QURATE RETAIL INC COM SER A 74915M100 62 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369y860 549 11,367 SH   SOLE   11,367 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954a103 237 4,713 SH   SOLE   4,713 0 0
RUSH STREET INTERACTIVE INC COM 782011100 104 14,250 SH   SOLE   14,250 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 78 14,865 SH   SOLE   14,865 0 0
SCHLUMBERGER LTD COM STK 806857108 257 6,222 SH   SOLE   6,222 0 0
SHYFT GROUP INC COM 825698103 31,495 872,191 SH   SOLE   872,191 0 0
STARBUCKS CORP COM 855244109 5,606 61,624 SH   SOLE   61,624 0 0
TESLA INC COM 88160R101 1,347 1,250 SH   SOLE   1,250 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 188 20,000 SH   SOLE   20,000 0 0
BRINKS CO COM 109696104 29,390 432,205 SH   SOLE   432,205 0 0
HOWARD HUGHES CORP COM 44267D107 288 2,775 SH   SOLE   2,775 0 0
THREDUP INC CL A 88556e102 90 11,727 SH   SOLE   11,727 0 0
TILRAY INC COM CL 2 88688t100 117 15,000 SH   SOLE   15,000 0 0
TONIX PHARMACEUTICALS HLDG C COM 890260706 3 11,430 SH   SOLE   11,430 0 0
TREEHOUSE FOODS INC COM 89469A104 11,786 365,335 SH   SOLE   365,335 0 0
TRINITY INDS INC COM 896522109 5,183 150,837 SH   SOLE   150,837 0 0
UBER TECHNOLOGIES INC COM 90353T100 230 6,460 SH   SOLE   6,460 0 0
ULTA BEAUTY INC COM 90384s303 25,697 64,530 SH   SOLE   64,530 0 0
UNITEDHEALTH GROUP INC COM 91324p102 420 824 SH   SOLE   824 0 0
UNIVAR SOLUTIONS INC COM 91336L107 10,006 311,339 SH   SOLE   311,339 0 0
USHG ACQUISITION CORP COM CL A 91748p100 12,187 1,205,392 SH   SOLE   1,205,392 0 0
USHG ACQUISITION CORP *W EXP 02/24/202 91748p118 124 110,403 SH   SOLE   110,403 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 4,918 470,660 SH   SOLE   470,660 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,075 14,436 SH   SOLE   14,436 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 12,971 45,907 SH   SOLE   45,907 0 0
VANGUARD WORLD FDS ENERGY ETF 92204a306 12,052 112,593 SH   SOLE   112,593 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6,443 134,143 SH   SOLE   134,143 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,546 206,934 SH   SOLE   206,934 0 0
VANGUARD WHITEHALL FDS COM HIGH DIV YLD 921946406 376 3,346 SH   SOLE   3,346 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 3,324 13,976 SH   SOLE   13,976 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2,337 28,208 SH   SOLE   28,208 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,449 13,124 SH   SOLE   13,124 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 489 9,597 SH   SOLE   9,597 0 0
VERTIV HOLDINGS CO COM CL A 92537n108 25,966 1,854,737 SH   SOLE   1,854,737 0 0
VISA INC COM CL A 92826C839 444 2,004 SH   SOLE   2,004 0 0
DISNEY WALT CO COM 254687106 1,547 11,277 SH   SOLE   11,277 0 0
WELLS FARGO CO NEW COM 949746101 483 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850p109 8,225 198,006 SH   SOLE   198,006 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 352 850 SH   SOLE   850 0 0