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 466 3,600 SH   SOLE   3,600 0 0
ABBOTT LABS COM 002824100 7,643 70,344 SH   SOLE   70,344 0 0
ABBVIE INC COM 00287Y109 10,943 71,451 SH   SOLE   71,451 0 0
ACTIVISION BLIZZARD INC COM 00507v109 5,699 73,197 SH   SOLE   73,197 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,585 14,937 SH   SOLE   14,937 0 0
ADVISORSHARES TR PURE US CANNABIS 00768y453 9,434 911,481 SH   SOLE   911,481 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 345 3,036 SH   SOLE   3,036 0 0
ALPHABET INC CAP STK CL A 02079K305 11,977 5,496 SH   SOLE   5,496 0 0
ALPHABET INC CAP STK CL C 02079k107 208 95 SH   SOLE   95 0 0
ALTERYX INC NOTE 0.500% 8/0 02156bad5 12,160 13,858,000 PRN   SOLE   13,858,000 0 0
AMAZON COM INC COM 023135106 7,728 72,762 SH   SOLE   72,762 0 0
APPLE INC COM 037833100 12,298 89,953 SH   SOLE   89,953 0 0
ARK ETF TR INNOVATION ETF 00214Q104 576 14,450 SH   SOLE   14,450 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 206 980 SH   SOLE   980 0 0
BAKER HUGHES COMPANY CL A 05722G100 318 11,010 SH   SOLE   11,010 0 0
BK OF AMERICA CORP COM 060505104 4,793 153,962 SH   SOLE   153,962 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,351 63,552 SH   SOLE   63,552 0 0
BIRD GLOBAL INC COM CL A 09077j107 78 180,000 SH   SOLE   180,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 659 8,557 SH   SOLE   8,557 0 0
CANOPY GROWTH CORP COM 138035100 51 18,000 SH   SOLE   18,000 0 0
CAPITAL SOUTHWEST CORP COM 140501107 11,945 648,454 SH   SOLE   648,454 0 0
CARTERS INC COM 146229109 15,540 220,493 SH   SOLE   220,493 0 0
CBOE GLOBAL MKTS INC COM 12503M108 952 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108 10,499 66,636 SH   SOLE   66,636 0 0
CITIGROUP INC COM NEW 172967424 4,699 102,183 SH   SOLE   102,183 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 461 30,000 SH   SOLE   30,000 0 0
COCA COLA CO COM 191216100 380 6,047 SH   SOLE   6,047 0 0
COSTCO WHSL CORP NEW COM 22160k105 220 459 SH   SOLE   459 0 0
COVETRUS INC COM 22304C100 2,318 111,724 SH   SOLE   111,724 0 0
CSW INDUSTRIALS INC COM 126402106 9,658 93,742 SH   SOLE   93,742 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 427 2,450 SH   SOLE   2,450 0 0
DICKS SPORTING GOODS INC COM 253393102 13,489 178,967 SH   SOLE   178,967 0 0
DOCUSIGN INC NOTE 1/1 256163ad8 12,762 13,857,000 PRN   SOLE   13,857,000 0 0
LILLY ELI & CO COM 532457108 280 863 SH   SOLE   863 0 0
EMPIRE ST RLTY TR INC CL A 292104106 211 30,000 SH   SOLE   30,000 0 0
EXELON CORP COM 30161n101 238 5,250 SH   SOLE   5,250 0 0
EXXON MOBIL CORP COM 30231G102 306 3,577 SH   SOLE   3,577 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369y605 5,755 182,974 SH   SOLE   182,974 0 0
FORD MTR CO DEL COM 345370860 262 23,500 SH   SOLE   23,500 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657ak7 949 980,000 PRN   SOLE   980,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1,011 81,455 SH   SOLE   81,455 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 215 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102 13,457 175,362 SH   SOLE   175,362 0 0
HILLMAN SOLUTIONS CORP COM 431636109 4,435 513,287 SH   SOLE   513,287 0 0
HOME DEPOT INC COM 437076102 654 2,386 SH   SOLE   2,386 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,269 8,985 SH   SOLE   8,985 0 0
INTEL CORP COM 458140100 375 10,028 SH   SOLE   10,028 0 0
INVESCO QQQ TR UNIT SER 1 46090e103 2,553 9,108 SH   SOLE   9,108 0 0
ISHARES INC CORE MSCI EMKT 46434g103 8,301 169,193 SH   SOLE   169,193 0 0
ISHARES TR CORE S&P500 ETF 464287200 341 900 SH   SOLE   900 0 0
ISHARES TR CORE S&P US VLU 464287663 1,884 28,166 SH   SOLE   28,166 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,033 9,295 SH   SOLE   9,295 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 216 1,275 SH   SOLE   1,275 0 0
ISHARES TR CORE S&P MCP ETF 464287507 214 947 SH   SOLE   947 0 0
JOHNSON & JOHNSON COM 478160104 642 3,616 SH   SOLE   3,616 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,314 215,419 SH   SOLE   215,419 0 0
JPMORGAN CHASE & CO COM 46625H100 3,702 32,871 SH   SOLE   32,871 0 0
KAR AUCTION SVCS INC COM 48238T109 25,695 1,739,648 SH   SOLE   1,739,648 0 0
KKR & CO INC COM 48251w104 7,039 152,063 SH   SOLE   152,063 0 0
L&F ACQUISITION CORP SHS CL A g53702109 191 18,900 SH   SOLE   18,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 407 1,290 SH   SOLE   1,290 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369y100 846 11,493 SH   SOLE   11,493 0 0
MCKESSON CORP COM 58155q103 21,222 65,056 SH   SOLE   65,056 0 0
MERCK & CO INC COM 58933Y105 6,115 67,076 SH   SOLE   67,076 0 0
META PLATFORMS INC CL A 30303M102 6,282 38,957 SH   SOLE   38,957 0 0
MICROSOFT CORP COM 594918104 14,928 58,124 SH   SOLE   58,124 0 0
NEWMARK GROUP INC CL A 65158N102 351 36,250 SH   SOLE   36,250 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 269 29,670 SH   SOLE   29,670 0 0
PARAMOUNT GLOBAL CLASS B COM 92556h206 349 14,155 SH   SOLE   14,155 0 0
PENTAIR PLC SHS G7S00T104 13,728 299,927 SH   SOLE   299,927 0 0
PEPSICO INC COM 713448108 340 2,042 SH   SOLE   2,042 0 0
PFIZER INC COM 717081103 1,592 30,364 SH   SOLE   30,364 0 0
PORCH GROUP INC COM 733245104 182 71,084 SH   SOLE   71,084 0 0
PRAXIS PRECISION MEDICINES I COM 74006w108 26 10,479 SH   SOLE   10,479 0 0
PROCTER AND GAMBLE CO COM 742718109 419 2,916 SH   SOLE   2,916 0 0
PROGRESSIVE CORP COM 743315103 11,181 96,160 SH   SOLE   96,160 0 0
QURATE RETAIL INC COM SER A 74915M100 37 12,935 SH   SOLE   12,935 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369y860 536 13,128 SH   SOLE   13,128 0 0
RUSH STREET INTERACTIVE INC COM 782011100 67 14,250 SH   SOLE   14,250 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 75 20,115 SH   SOLE   20,115 0 0
SCHLUMBERGER LTD COM STK 806857108 222 6,222 SH   SOLE   6,222 0 0
SHYFT GROUP INC COM 825698103 18,082 972,659 SH   SOLE   972,659 0 0
SPDR SER TR S&P BIOTECH COM 78464A870 595 8,015 SH   SOLE   8,015 0 0
STARBUCKS CORP COM 855244109 4,990 65,321 SH   SOLE   65,321 0 0
TESLA INC COM 88160R101 842 1,250 SH   SOLE   1,250 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 150 20,000 SH   SOLE   20,000 0 0
BRINKS CO COM 109696104 27,611 454,793 SH   SOLE   454,793 0 0
THREDUP INC CL A 88556e102 29 11,727 SH   SOLE   11,727 0 0
TILRAY BRANDS INC COM CL 2 88688t100 62 20,000 SH   SOLE   20,000 0 0
TREEHOUSE FOODS INC COM 89469A104 14,974 358,054 SH   SOLE   358,054 0 0
ULTA BEAUTY INC COM 90384s303 25,844 67,043 SH   SOLE   67,043 0 0
UNITEDHEALTH GROUP INC COM 91324p102 498 970 SH   SOLE   970 0 0
UNIVAR SOLUTIONS INC COM 91336L107 7,949 319,628 SH   SOLE   319,628 0 0
USHG ACQUISITION CORP COM CL A 91748p100 16,678 1,701,878 SH   SOLE   1,701,878 0 0
USHG ACQUISITION CORP *W EXP 02/24/202 91748p118 215 545,496 SH   SOLE   545,496 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 535 53,930 SH   SOLE   53,930 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,073 15,306 SH   SOLE   15,306 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 11,126 47,834 SH   SOLE   47,834 0 0
VANGUARD WORLD FDS ENERGY ETF 92204a306 11,648 117,103 SH   SOLE   117,103 0 0
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 5,264 129,013 SH   SOLE   129,013 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 340 3,346 SH   SOLE   3,346 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 2,812 14,275 SH   SOLE   14,275 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1,989 29,097 SH   SOLE   29,097 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,635 13,361 SH   SOLE   13,361 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 569 11,220 SH   SOLE   11,220 0 0
VERTIV HOLDINGS CO COM CL A 92537n108 18,601 2,262,889 SH   SOLE   2,262,889 0 0
VISA INC COM CL A 92826C839 441 2,242 SH   SOLE   2,242 0 0
DISNEY WALT CO COM 254687106 1,184 12,547 SH   SOLE   12,547 0 0
WELLS FARGO CO NEW COM 949746101 390 9,968 SH   SOLE   9,968 0 0
YUM CHINA HLDGS INC COM 98850p109 9,469 195,241 SH   SOLE   195,241 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 250 850 SH   SOLE   850 0 0