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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 694 3,600 SH   SOLE   3,600 0 0
ABBOTT LABS COM 002824100 8,778 73,245 SH   SOLE   73,245 0 0
ABBVIE INC COM 00287Y109 8,016 74,071 SH   SOLE   74,071 0 0
ABERDEEN EMRG MRKTS EQT INM COM 00301W105 114 13,163 SH   SOLE   13,163 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 22,817 124,350 SH   SOLE   124,350 0 0
ALPHABET INC CAP STK CL A 02079K305 8,275 4,012 SH   SOLE   4,012 0 0
AMAZON COM INC COM 023135106 6,798 2,197 SH   SOLE   2,197 0 0
ANTARES PHARMA INC COM 036642106 329 80,000 SH   SOLE   80,000 0 0
APPLE INC COM 037833100 10,482 85,811 SH   SOLE   85,811 0 0
ARK ETF TR INNOVATION ETF 00214Q104 745 6,210 SH   SOLE   6,210 0 0
AT&T INC COM 00206R102 3,693 122,007 SH   SOLE   122,007 0 0
BAKER HUGHES COMPANY CL A 05722G100 247 11,445 SH   SOLE   11,445 0 0
BK OF AMERICA CORP COM 060505104 5,993 154,910 SH   SOLE   154,910 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 771 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,401 72,028 SH   SOLE   72,028 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,168 18,500 SH   SOLE   18,500 0 0
CAPITAL SOUTHWEST CORP COM 140501107 18,141 818,630 SH   SOLE   818,630 0 0
CARTERS INC COM 146229109 18,701 210,292 SH   SOLE   210,292 0 0
CBOE GLOBAL MKTS INC COM 12503M108 830 8,415 SH   SOLE   8,415 0 0
CDW CORP COM 12514G108 10,032 60,526 SH   SOLE   60,526 0 0
CENTRAL SECS CORP COM 155123102 1,091 28,790 SH   SOLE   28,790 0 0
CITIGROUP INC COM NEW 172967424 8,090 111,205 SH   SOLE   111,205 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 804 40,000 SH   SOLE   40,000 0 0
COCA COLA CO COM 191216100 267 5,070 SH   SOLE   5,070 0 0
COMCAST CORP NEW CL A 20030N101 13,803 255,098 SH   SOLE   255,098 0 0
COVANTA HLDG CORP COM 22282E102 141 10,200 SH   SOLE   10,200 0 0
COVETRUS INC COM 22304C100 25,372 846,584 SH   SOLE   846,584 0 0
CSW INDUSTRIALS INC COM 126402106 14,519 107,550 SH   SOLE   107,550 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 349 2,125 SH   SOLE   2,125 0 0
DICKS SPORTING GOODS INC COM 253393102 11,109 145,887 SH   SOLE   145,887 0 0
DISNEY WALT CO COM 254687106 1,312 7,109 SH   SOLE   7,109 0 0
DROPBOX INC CL A 26210C104 493 18,500 SH   SOLE   18,500 0 0
EMPIRE ST RLTY TR INC CL A 292104106 167 15,000 SH   SOLE   15,000 0 0
FACEBOOK INC CL A 30303M102 791 2,686 SH   SOLE   2,686 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 6,282 184,508 SH   SOLE   184,508 0 0
FORD MTR CO DEL COM 345370860 288 23,500 SH   SOLE   23,500 0 0
GREENBRIER COS INC NOTE 2.875% 2/0 393657AK7 1,066 980,000 PRN   SOLE   980,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 5,158 284,504 SH   SOLE   284,504 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 204 4,848 SH   SOLE   4,848 0 0
HENRY SCHEIN INC COM 806407102 11,815 170,643 SH   SOLE   170,643 0 0
HOME DEPOT INC COM 437076102 398 1,304 SH   SOLE   1,304 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 904 6,785 SH   SOLE   6,785 0 0
INTEL CORP COM 458140100 356 5,568 SH   SOLE   5,568 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,024 6,343 SH   SOLE   6,343 0 0
ISHARES TR CORE S&P500 ETF 464287200 314 790 SH   SOLE   790 0 0
ISHARES TR CORE S&P US VLU 464287663 1,204 17,468 SH   SOLE   17,468 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,522 6,263 SH   SOLE   6,263 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 282 1,275 SH   SOLE   1,275 0 0
ISHARES TR CORE S&P MCP ETF 464287507 212 815 SH   SOLE   815 0 0
JOHNSON & JOHNSON COM 478160104 271 1,651 SH   SOLE   1,651 0 0
JOHNSON CTLS INTL PLC SHS G51502105 12,125 203,197 SH   SOLE   203,197 0 0
JPMORGAN CHASE & CO COM 46625H100 4,621 30,357 SH   SOLE   30,357 0 0
L&F ACQUISITION CORP SHS CL A G53702109 727 73,780 SH   SOLE   73,780 0 0
MASTERCARD INCORPORATED CL A 57636Q104 232 652 SH   SOLE   652 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 521 6,611 SH   SOLE   6,611 0 0
MCKESSON CORP COM 58155Q103 8,588 44,030 SH   SOLE   44,030 0 0
MERCK & CO. INC COM 58933Y105 5,210 67,585 SH   SOLE   67,585 0 0
MICROSOFT CORP COM 594918104 14,179 60,140 SH   SOLE   60,140 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,429 28,871 SH   SOLE   28,871 0 0
NEWMARK GROUP INC CL A 65158N102 363 36,250 SH   SOLE   36,250 0 0
ONCOCYTE CORP COM 68235C107 53 10,140 SH   SOLE   10,140 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 691 29,670 SH   SOLE   29,670 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 208 1,851 SH   SOLE   1,851 0 0
PENTAIR PLC SHS G7S00T104 20,198 324,094 SH   SOLE   324,094 0 0
PFIZER INC COM 717081103 1,061 29,279 SH   SOLE   29,279 0 0
PORCH GROUP INC COM 733245104 1,336 75,494 SH   SOLE   75,494 0 0
PROCTER AND GAMBLE CO COM 742718109 465 3,430 SH   SOLE   3,430 0 0
PROGRESSIVE CORP COM 743315103 8,703 91,031 SH   SOLE   91,031 0 0
QURATE RETAIL INC COM SER A 74915M100 8,244 701,042 SH   SOLE   701,042 0 0
RALPH LAUREN CORP CL A 751212101 5,607 45,527 SH   SOLE   45,527 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 351 8,892 SH   SOLE   8,892 0 0
ROBLOX CORP CL A 771049103 246 3,795 SH   SOLE   3,795 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 4,276 626,959 SH   SOLE   626,959 0 0
SCHLUMBERGER LTD COM 806857108 298 10,967 SH   SOLE   10,967 0 0
SHYFT GROUP INC COM 825698103 36,760 988,164 SH   SOLE   988,164 0 0
SPDR SER TR S&P BK ETF 78464A797 522 10,060 SH   SOLE   10,060 0 0
SPIRIT RLTY CAP INC NEW NOTE 3.750% 5/1 84860WAB8 15,116 14,856,000 PRN   SOLE   14,856,000 0 0
SQUARE INC CL A 852234103 376 1,655 SH   SOLE   1,655 0 0
STARBUCKS CORP COM 855244109 6,868 62,858 SH   SOLE   62,858 0 0
TELOS CORP MD COM 87969B101 284 7,500 SH   SOLE   7,500 0 0
TESLA INC COM 88160R101 1,767 2,645 SH   SOLE   2,645 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 247 21,406 SH   SOLE   21,406 0 0
BRINKS CO COM 109696104 39,566 499,382 SH   SOLE   499,382 0 0
HOWARD HUGHES CORP COM 44267D107 264 2,775 SH   SOLE   2,775 0 0
TONIX PHARMACEUTICALS HLDG C COM 890260706 15 11,430 SH   SOLE   11,430 0 0
TREEHOUSE FOODS INC COM 89469A104 20,015 383,133 SH   SOLE   383,133 0 0
TRINITY INDS INC COM 896522109 8,858 310,928 SH   SOLE   310,928 0 0
UBER TECHNOLOGIES INC COM 90353T100 352 6,460 SH   SOLE   6,460 0 0
ULTA BEAUTY INC COM 90384S303 20,537 66,426 SH   SOLE   66,426 0 0
UNITEDHEALTH GROUP INC COM 91324P102 231 621 SH   SOLE   621 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 7,149 331,890 SH   SOLE   331,890 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 8,249 820,835 SH   SOLE   820,835 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 787 12,288 SH   SOLE   12,288 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 8,809 46,086 SH   SOLE   46,086 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 7,538 110,855 SH   SOLE   110,855 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5,497 111,939 SH   SOLE   111,939 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 338 3,346 SH   SOLE   3,346 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,782 8,053 SH   SOLE   8,053 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,341 102,607 SH   SOLE   102,607 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1,504 8,438 SH   SOLE   8,438 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,643 7,254 SH   SOLE   7,254 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 364 6,253 SH   SOLE   6,253 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 11,310 565,478 SH   SOLE   565,478 0 0
VIACOMCBS INC CL B 92556H206 728 16,135 SH   SOLE   16,135 0 0
VISA INC COM CL A 92826C839 348 1,643 SH   SOLE   1,643 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 23,393 426,099 SH   SOLE   426,099 0 0
WELLS FARGO CO NEW COM 949746101 389 9,969 SH   SOLE   9,969 0 0
YUM CHINA HLDGS INC COM 98850P109 11,483 193,939 SH   SOLE   193,939 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 412 850 SH   SOLE   850 0 0