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   431,712 3,600 SH   SOLE   3,600 0 0
Abbott Laboratories COM 002824100   7,723,068 70,344 SH   SOLE   70,344 0 0
AbbVie Inc. COM 00287Y109   11,965,120 74,037 SH   SOLE   74,037 0 0
Activision Blizzard Inc. COM 00507V109   5,604,914 73,219 SH   SOLE   73,219 0 0
AdvisorShares Pure US Cannabis PURE US CANNABIS 00768Y453   6,920,498 990,057 SH   SOLE   988,657 0 1,400
Alphabet Inc. Class A CAP STK CL A 02079K305   10,569,689 119,797 SH   SOLE   119,697 0 100
Alphabet Inc. Class C CAP STK CL C 02079K107   440,101 4,960 SH   SOLE   4,960 0 0
Amazon.com Inc. COM 023135106   6,737,052 80,203 SH   SOLE   80,203 0 0
Apple Inc. COM 037833100   11,904,836 91,625 SH   SOLE   91,625 0 0
Ares Capital Corp. COM 04010L103   369,400 20,000 SH   SOLE   20,000 0 0
Ark Innovation ETF INNOVATION ETF 00214Q104   493,123 15,785 SH   SOLE   15,785 0 0
Avantor, Inc. COM 05352A100   10,436,513 494,856 SH   SOLE   494,856 0 0
Babcock & Wilcox Enterprises I COM 05614L209   571,230 99,000 SH   SOLE   99,000 0 0
Baker Hughes Co. CL A 05722G100   419,178 14,195 SH   SOLE   14,195 0 0
Bank of America Corp. COM 060505104   7,313,327 220,813 SH   SOLE   220,393 0 420
Berkshire Hathaway Inc. Class CL A 084670108   9,842,930 21 SH   SOLE   21 0 0
Berkshire Hathaway Inc. Class CL B NEW 084670702   19,072,104 61,742 SH   SOLE   61,742 0 0
Bird Global, Inc. COM CL A 09077J107   464,916 2,580,000 SH   SOLE   2,580,000 0 0
Bristol-Myers Squibb Co. COM 110122108   1,084,358 15,071 SH   SOLE   15,071 0 0
C3ai Inc. CL A 12468P104   395,007 35,300 SH   SOLE   35,300 0 0
Capital Southwest Corp. COM 140501107   10,816,098 632,520 SH   SOLE   632,520 0 0
Carter's Inc. COM 146229109   16,470,157 220,750 SH   SOLE   220,350 0 400
Cboe Global Markets, Inc. COM 12503M108   1,055,830 8,415 SH   SOLE   8,415 0 0
CDW Corp. COM 12514G108   10,910,702 61,097 SH   SOLE   61,097 0 0
Cisco Systems Inc. COM 17275R102   555,530 11,661 SH   SOLE   11,661 0 0
Citigroup Inc. COM NEW 172967424   5,199,686 114,961 SH   SOLE   114,811 0 150
Citizens Financial Group COM 174610105   246,141 6,252 SH   SOLE   6,252 0 0
Cleveland Cliffs Inc. COM 185899101   1,353,240 84,000 SH   SOLE   84,000 0 0
CME Group Inc. COM 12572Q105   4,982,244 29,628 SH   SOLE   29,628 0 0
Coca-Cola Co. COM 191216100   344,448 5,415 SH   SOLE   5,415 0 0
Constellation Energy Corp COM 21037T109   409,066 4,745 SH   SOLE   4,745 0 0
Coterra Energy Inc COM 127097103   258,476 10,520 SH   SOLE   10,520 0 0
CSW Industrials Inc. COM 126402106   10,807,342 93,223 SH   SOLE   93,223 0 0
Diageo PLC Sponsored ADR SPON ADR NEW 25243Q205   455,275 2,555 SH   SOLE   2,555 0 0
Dick's Sporting Goods Inc. COM 253393102   20,909,169 173,823 SH   SOLE   173,823 0 0
Draftkings Inc. COM CL A 26142V105   235,203 20,650 SH   SOLE   20,650 0 0
Eli Lilly & Co. COM 532457108   377,913 1,033 SH   SOLE   1,033 0 0
Empire State Realty Trust Inc. CL A 292104106   202,200 30,000 SH   SOLE   30,000 0 0
Exelon Corp. COM 30161N101   226,957 5,250 SH   SOLE   5,250 0 0
Exxon Mobil Corp. COM 30231G102   394,543 3,577 SH   SOLE   3,577 0 0
Financial Select Sector SPDR F FINANCIAL 81369Y605   6,532,884 191,020 SH   SOLE   190,695 0 325
Ford Motor Company COM 345370860   273,305 23,500 SH   SOLE   23,500 0 0
Goldman Sachs BDC Inc. SHS 38147U107   205,800 15,000 SH   SOLE   15,000 0 0
Goldman Sachs Group Inc. COM 38141G104   221,823 646 SH   SOLE   646 0 0
Hamilton Beach Brand Class A COM CL A 40701T104   635,495 51,291 SH   SOLE   51,291 0 0
Hancock Whitney Corp. COM 410120109   234,595 4,848 SH   SOLE   4,848 0 0
Henry Schein Inc. COM 806407102   20,771,312 260,064 SH   SOLE   260,064 0 0
Hillman Solutions Corp. COM 431636109   3,703,258 513,628 SH   SOLE   513,628 0 0
Home Depot Inc. COM 437076102   618,138 1,957 SH   SOLE   1,957 0 0
HP Inc. COM 40434L105   333,188 12,400 SH   SOLE   12,400 0 0
Int'l Business Machines Corp. COM 459200101   1,678,000 11,910 SH   SOLE   11,910 0 0
Intel Corp. COM 458140100   519,957 19,673 SH   SOLE   19,473 0 200
Jacobs Solutions Inc. COM 46982L108   567,931 4,730 SH   SOLE   4,730 0 0
Johnson & Johnson COM 478160104   1,475,027 8,350 SH   SOLE   8,350 0 0
Johnson Controls Int'l PLC SHS G51502105   18,065,152 282,268 SH   SOLE   282,268 0 0
JP Morgan Chase & Co. COM 46625H100   8,060,215 60,106 SH   SOLE   60,006 0 100
KAR Auction Services Inc. COM 48238T109   23,432,110 1,795,564 SH   SOLE   1,794,394 0 1,170
KeyCorp COM 493267108   296,140 17,000 SH   SOLE   17,000 0 0
Kins Technology Group Inc *W EXP 10/14/202 49714K117   6,622 220,000 SH   SOLE   220,000 0 0
KKR & Co. LP COM 48251W104   9,826,232 211,681 SH   SOLE   211,366 0 315
Mastercard Inc. CL A 57636Q104   614,439 1,767 SH   SOLE   1,767 0 0
Materials Select SPDR ETF SBI MATERIALS 81369Y100   1,297,334 16,701 SH   SOLE   16,701 0 0
McKesson Corp. COM 58155Q103   23,733,092 63,268 SH   SOLE   63,268 0 0
Merck & Co. Inc. COM 58933Y105   7,390,379 66,610 SH   SOLE   66,475 0 135
Meta Platforms Inc. CL A 30303M102   6,074,282 50,476 SH   SOLE   50,476 0 0
Microsoft Corp. COM 594918104   14,565,407 60,735 SH   SOLE   60,735 0 0
Molina Healthcare Inc COM 60855R100   703,369 2,130 SH   SOLE   2,130 0 0
New Vista Acquisition Corp *W EXP 02/01/202 G6529L121   5,139 89,068 SH   SOLE   89,068 0 0
Newmark Group Inc. CL A 65158N102   288,912 36,250 SH   SOLE   36,250 0 0
Novo-Nordisk A/S ADR 670100205   374,215 2,765 SH   SOLE   2,765 0 0
Nutrien Ltd. COM 67077M108   639,743 8,760 SH   SOLE   8,760 0 0
Oracle Corp. COM 68389X105   643,866 7,877 SH   SOLE   7,877 0 0
Palantir Technologies Inc. CL A 69608A108   1,121,381 174,670 SH   SOLE   174,670 0 0
Paramount Global CLASS B COM 92556H206   829,736 49,155 SH   SOLE   49,155 0 0
Pentair PLC SHS G7S00T104   17,331,019 385,305 SH   SOLE   384,715 0 590
PepsiCo Inc. COM 713448108   316,697 1,753 SH   SOLE   1,753 0 0
Pfizer Inc. COM 717081103   1,555,851 30,364 SH   SOLE   30,364 0 0
Porch Group Inc. COM 733245104   133,638 71,084 SH   SOLE   71,084 0 0
Portillo's Inc. COM CL A 73642K106   6,635,418 406,582 SH   SOLE   405,782 0 800
Praxis Precision Medicines Inc COM 74006W108   24,940 10,479 SH   SOLE   10,479 0 0
Procter & Gamble Co. COM 742718109   388,297 2,562 SH   SOLE   2,562 0 0
Progressive Corp. COM 743315103   12,345,928 95,181 SH   SOLE   94,941 0 240
Qualcomm Inc. COM 747525103   201,630 1,834 SH   SOLE   1,834 0 0
Qurate Retail, Inc. COM SER A 74915M100   21,084 12,935 SH   SOLE   12,935 0 0
Raytheon Technologies Corp. COM 75513E101   254,621 2,523 SH   SOLE   2,523 0 0
Real Estate Select SPDR RL EST SEL SEC 81369Y860   960,845 26,018 SH   SOLE   26,018 0 0
Rush Street Interactive, Inc. COM 782011100   51,157 14,250 SH   SOLE   14,250 0 0
Safeguard Scientifics Inc. COM NEW 786449207   46,081 14,865 SH   SOLE   10,500 0 4,365
Schlumberger NV COM STK 806857108   332,628 6,222 SH   SOLE   6,222 0 0
Shyft Group Inc. COM 825698103   25,852,262 1,039,914 SH   SOLE   1,039,189 0 725
Sonder Holdings Inc CLASS A COM 83542D102   353,400 285,000 SH   SOLE   285,000 0 0
Sonder Holdings Inc. *W EXP 01/18/202 83542D110   11,022 136,417 SH   SOLE   136,417 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870   665,826 8,022 SH   SOLE   8,022 0 0
Starbucks Corp. COM 855244109   6,631,222 66,847 SH   SOLE   66,847 0 0
Telos Corporation COM 87969B101   318,125 62,500 SH   SOLE   62,500 0 0
Tesla Inc. COM 88160R101   523,515 4,250 SH   SOLE   4,250 0 0
Teva Pharmaceutical Ind. Ltd. SPONSORED ADS 881624209   514,423 56,406 SH   SOLE   56,406 0 0
The Brinks Co. COM 109696104   25,965,803 483,444 SH   SOLE   483,134 0 310
The Howard Hughes Corp. COM 44267D107   218,179 2,855 SH   SOLE   2,855 0 0
thredUP, Inc. Class A CL A 88556E102   15,362 11,727 SH   SOLE   11,727 0 0
Ulta Beauty Inc. COM 90384S303   30,315,056 64,628 SH   SOLE   64,628 0 0
UnitedHealth Group Inc. COM 91324P102   557,749 1,052 SH   SOLE   1,052 0 0
Utilities Select Sector SBI INT-UTILS 81369Y886   1,044,669 14,818 SH   SOLE   14,818 0 0
VanEck Vectors Oil Services ET OIL SERVICES ETF 92189H607   14,463,050 47,568 SH   SOLE   47,483 0 85
Vanguard Energy ETF ENERGY ETF 92204A306   14,253,311 117,524 SH   SOLE   117,274 0 250
Verizon Communications Inc. COM 92343V104   915,774 23,243 SH   SOLE   23,243 0 0
Vertiv Holdings Co. COM CL A 92537N108   31,884,899 2,334,180 SH   SOLE   2,330,610 0 3,570
Viatris Inc. COM 92556V106   423,786 38,076 SH   SOLE   38,076 0 0
Visa Inc. COM CL A 92826C839   616,008 2,965 SH   SOLE   2,965 0 0
Walt Disney Company COM 254687106   1,454,024 16,736 SH   SOLE   16,686 0 50
Warner Bros Discovery Inc. COM SER A 934423104   800,008 84,389 SH   SOLE   84,298 0 91
Wells Fargo & Co. COM 949746101   411,579 9,968 SH   SOLE   9,968 0 0
Yum China Holdings Inc. COM 98850P109   6,757,910 123,658 SH   SOLE   123,658 0 0
Zebra Technologies Class A CL A 989207105   217,948 850 SH   SOLE   850 0 0
ZEROFOX HLDGS INC COM 98955G103   94,122 18,900 SH   SOLE   18,900 0 0
USHG Acquisition Corp. EXP 02/ *W EXP 02/24/202 91748P118   310 258,433 SH   SOLE   258,433 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103   2,595,967 9,749 SH   SOLE   9,749 0 0
iShares Core S&P 500 ETF CORE S&P500 ETF 464287200   301,609 785 SH   SOLE   785 0 0
iShares Core S&P U.S. Value CORE S&P US VLU 464287663   2,226,823 31,528 SH   SOLE   31,528 0 0
iShares Russell 1000 Growth In RUS 1000 GRW ETF 464287614   2,260,446 10,551 SH   SOLE   10,551 0 0
iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655   222,309 1,275 SH   SOLE   1,275 0 0
iShares S&P MidCap 400 CORE S&P MCP ETF 464287507   229,070 947 SH   SOLE   947 0 0
Vanguard High Dividend Yield F HIGH DIV YLD 921946406   362,071 3,346 SH   SOLE   3,346 0 0
Vanguard Mid-Cap ETF MID CAP ETF 922908629   3,159,463 15,502 SH   SOLE   15,502 0 0
Vanguard Russell 2000 ETF VNG RUS2000IDX 92206C664   2,249,025 31,960 SH   SOLE   31,960 0 0
Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363   4,907,166 13,967 SH   SOLE   13,967 0 0
iShares Core MSCI Emerging ETF CORE MSCI EMKT 46434G103   9,757,218 208,934 SH   SOLE   208,414 0 520
Vanguard FTSE Developed ETF VAN FTSE DEV MKT 921943858   7,258,082 172,935 SH   SOLE   172,295 0 640
Vanguard FTSE Emerging Mkts ET FTSE EMR MKT ETF 922042858   304,122 7,802 SH   SOLE   7,802 0 0
Alteryx Inc. NOTE 0.500% 8/0 02156bad5   15,209,205 16,588,000 PRN   SOLE   16,588,000 0 0
DocuSign Inc. NOTE 1/1 256163ad8   14,387,640 15,306,000 PRN   SOLE   15,306,000 0 0
Greenbrier Cos Inc. NOTE 2.875% 2/0 393657ak7   910,497 965,000 PRN   SOLE   965,000 0 0
Illumina Inc NOTE 8/1 452327AK5   6,100,164 6,315,000 PRN   SOLE   6,315,000 0 0