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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579y101   1,960,763 19,590 SH   SOLE   19,590 0 0
Abbott Laboratories COM 002824100   606,151 5,560 SH   SOLE   5,560 0 0
AbbVie Inc COM 00287y109   2,195,021 16,292 SH   SOLE   16,292 0 0
Adobe Inc COM 00724f101   205,376 420 SH   SOLE   420 0 0
Alphabet Inc Cap Stock Cl C COM 02079k107   1,339,743 11,075 SH   SOLE   11,075 0 0
American Express Co COM 025816109   431,668 2,478 SH   SOLE   2,478 0 0
Apellis Pharmaceuticals Inc COM 03753u106   811,154 8,904 SH   SOLE   8,904 0 0
Apple Inc COM 037833100   1,364,385 7,034 SH   SOLE   7,034 0 0
Banc Of California Inc COM 05990k106   1,318,024 113,819 SH   SOLE   113,819 0 0
Bancorp Inc COM 05969a105   5,333,051 163,340 SH   SOLE   163,340 0 0
Bank America Corp COM 060505104   722,127 25,170 SH   SOLE   25,170 0 0
Banner Corp COM 06652v208   557,753 12,772 SH   SOLE   12,772 0 0
Berkshire Hathaway Inc Cl B COM 084670702   1,643,279 4,819 SH   SOLE   4,819 0 0
Blackstone Group Inc Cl A COM 09260d107   692,998 7,454 SH   SOLE   7,454 0 0
Boeing Co COM 097023105   1,235,708 5,852 SH   SOLE   5,852 0 0
Bristol-Myers Squibb Co COM 110122108   1,943,824 30,396 SH   SOLE   30,396 0 0
Brown Forman Corp Cl A COM 115637100   722,495 10,614 SH   SOLE   10,614 0 0
Brown Forman Corp Cl B COM 115637209   996,358 14,920 SH   SOLE   14,920 0 0
Cambridge Bancorp COM 132152109   1,668,458 30,721 SH   SOLE   30,721 0 0
Caterpillar Inc COM 149123101   615,125 2,500 SH   SOLE   2,500 0 0
Central Securities Corp COM 155123102   219,060 6,000 SH   SOLE   6,000 0 0
CF Industries Holdings Inc COM 125269100   906,417 13,057 SH   SOLE   13,057 0 0
Chevron Corp COM 166764100   3,156,913 20,063 SH   SOLE   20,063 0 0
Chubb Limited COM h1467j104   698,800 3,629 SH   SOLE   3,629 0 0
Cincinnati Financial Corp COM 172062101   201,452 2,070 SH   SOLE   2,070 0 0
Cisco Systems Inc COM 17275r102   837,722 16,191 SH   SOLE   16,191 0 0
Citigroup Inc COM 172967424   1,438,520 31,245 SH   SOLE   31,245 0 0
Coca-Cola Co COM 191216100   321,996 5,347 SH   SOLE   5,347 0 0
Colgate Palmolive Co COM 194162103   561,236 7,285 SH   SOLE   7,285 0 0
ConocoPhillips COM 20825c104   1,999,673 19,300 SH   SOLE   19,300 0 0
Coterra Energy Inc COM 127097103   1,681,944 66,480 SH   SOLE   66,480 0 0
Danaher Corp COM 235851102   239,520 998 SH   SOLE   998 0 0
Davita Inc COM 23918k108   1,395,729 13,892 SH   SOLE   13,892 0 0
Deere & Co COM 244199105   1,019,053 2,515 SH   SOLE   2,515 0 0
Diamondback Energy Inc COM 25278x109   1,860,189 14,161 SH   SOLE   14,161 0 0
Disney Walt Co Disney COM 254687106   995,115 11,146 SH   SOLE   11,146 0 0
Draftkings Inc Cl A COM 26142v105   1,092,000 41,099 SH   SOLE   41,099 0 0
Eagle Bulk Shipping Inc Com COM y2187a150   295,206 6,145 SH   SOLE   6,145 0 0
Enbridge Inc COM 29250n105   558,587 15,036 SH   SOLE   15,036 0 0
EOG Resources Inc COM 26875p101   1,646,906 14,391 SH   SOLE   14,391 0 0
Eterna Therapeutics Inc COM 114082209   48,818 21,601 SH   SOLE   21,601 0 0
Exxon Mobil Corp COM 30231g102   1,420,526 13,245 SH   SOLE   13,245 0 0
First Acceptance Corp COM 318457108   27,600 32,000 SH   SOLE   32,000 0 0
GE Healthcare Technologies Inc COM 36266g107   848,388 10,443 SH   SOLE   10,443 0 0
General Dynamics Corp COM 369550108   579,399 2,693 SH   SOLE   2,693 0 0
General Electric Co Com New COM 369604301   2,223,803 20,244 SH   SOLE   20,244 0 0
General Mills Inc COM 370334104   1,078,632 14,063 SH   SOLE   14,063 0 0
General Motors Co COM 37045v100   440,625 11,427 SH   SOLE   11,427 0 0
Gilead Sciences Inc COM 375558103   1,654,539 21,468 SH   SOLE   21,468 0 0
Goodyear Tire & Rubber Co COM 382550101   1,590,970 116,299 SH   SOLE   116,299 0 0
Hershey Co COM 427866108   461,945 1,850 SH   SOLE   1,850 0 0
Home Depot Inc COM 437076102   513,177 1,652 SH   SOLE   1,652 0 0
Honeywell Intl Inc COM 438516106   741,812 3,575 SH   SOLE   3,575 0 0
Illinois Tool Works Inc COM 452308109   234,150 936 SH   SOLE   936 0 0
Johnson & Johnson COM 478160104   922,443 5,573 SH   SOLE   5,573 0 0
JPMorgan Chase & Co COM 46625h100   990,156 6,808 SH   SOLE   6,808 0 0
Kinder Morgan Inc COM 49456b101   998,502 57,985 SH   SOLE   57,985 0 0
Lennar Corp Cl A COM 526057104   2,304,200 18,388 SH   SOLE   18,388 0 0
Lilly Eli & Co COM 532457108   1,932,667 4,121 SH   SOLE   4,121 0 0
Lockheed Martin Corp COM 539830109   1,182,716 2,569 SH   SOLE   2,569 0 0
Merck & Co Inc COM 58933y105   2,415,459 20,933 SH   SOLE   20,933 0 0
MGM Resorts International COM 552953101   2,260,782 51,475 SH   SOLE   51,475 0 0
Microsoft Corp COM 594918104   206,708 607 SH   SOLE   607 0 0
Morgan Stanley COM 617446448   516,756 6,051 SH   SOLE   6,051 0 0
NVR Inc COM 62944t105   3,543,646 558 SH   SOLE   558 0 0
Onemain Holdings Inc COM 68268w103   1,417,915 32,454 SH   SOLE   32,454 0 0
Oracle Corp COM 68389x105   712,515 5,983 SH   SOLE   5,983 0 0
Organon & Co Common Stock COM 68622v106   1,725,399 82,912 SH   SOLE   82,912 0 0
PacWest Bancorp Del COM 695263103   413,295 50,711 SH   SOLE   50,711 0 0
Pathward Financial Inc COM 59100u108   1,104,527 23,825 SH   SOLE   23,825 0 0
PepsiCo Inc COM 713448108   721,432 3,895 SH   SOLE   3,895 0 0
Pfizer Inc COM 717081103   1,636,442 44,614 SH   SOLE   44,614 0 0
Pinnacle Financial Partners In COM 72346q104   376,439 6,645 SH   SOLE   6,645 0 0
Pioneer Natural Resources Co COM 723787107   1,731,818 8,359 SH   SOLE   8,359 0 0
Price T Rowe Group Inc COM 74144t108   1,611,408 14,385 SH   SOLE   14,385 0 0
Procter And Gamble Co COM 742718109   273,891 1,805 SH   SOLE   1,805 0 0
Raytheon Technologies Corp COM 75513e101   1,340,974 13,689 SH   SOLE   13,689 0 0
Select Med Holdings Corp COM 81619q105   315,892 9,915 SH   SOLE   9,915 0 0
SM Energy Co COM 78454l100   558,902 17,670 SH   SOLE   17,670 0 0
Star Bulk Carriers Corp Par COM y8162k204   252,136 14,245 SH   SOLE   14,245 0 0
Synovus Financial Corp COM 87161c501   208,725 6,900 SH   SOLE   6,900 0 0
Tesla Inc COM 88160r101   247,111 944 SH   SOLE   944 0 0
Triumph Financial Inc COM 89679e300   1,868,051 30,765 SH   SOLE   30,765 0 0
Union Pacific Corp COM 907818108   240,428 1,175 SH   SOLE   1,175 0 0
Veritex Holdings Inc COM 923451108   362,043 20,192 SH   SOLE   20,192 0 0
VF Corp COM 918204108   298,186 15,620 SH   SOLE   15,620 0 0
Viatris Inc COM 92556v106   1,665,622 166,896 SH   SOLE   166,896 0 0
Visa Inc Cl A COM 92826c839   374,031 1,575 SH   SOLE   1,575 0 0
Vulcan Materials Co COM 929160109   308,853 1,370 SH   SOLE   1,370 0 0
W&T Offshore Inc COM 92922p106   48,762 12,600 SH   SOLE   12,600 0 0
Wells Fargo & Co COM 949746101   353,945 8,293 SH   SOLE   8,293 0 0
Western Alliance Bancorp COM 957638109   858,504 23,540 SH   SOLE   23,540 0 0
Westrock Co COM 96145d105   1,166,521 40,128 SH   SOLE   40,128 0 0
Takeda Pharmaceutical Co Ltd S AD 874060205   1,269,352 80,799 SH   SOLE   80,799 0 0
Total SA Sp ADS AD 89151e109   221,799 3,848 SH   SOLE   3,848 0 0
Fidelity Tr 500 Index Ins Prem MF 315911750   2,680,130 17,290 SH   SOLE   17,290 0 0
Enterprise Products Partners L ML 293792107   515,274 19,555 SH   SOLE   19,555 0 0
Magellan Midstream Partners LP ML 559080106   288,230 4,625 SH   SOLE   4,625 0 0
Plains All American Pipeline L ML 726503105   461,563 32,735 SH   SOLE   32,735 0 0
Iron Mountain Inc RE 46284v101   1,528,572 26,902 SH   SOLE   26,902 0 0
Physicians Realty Trust RE 71943u104   1,792,427 128,122 SH   SOLE   128,122 0 0
Weyerhaeuser Co RE 962166104   864,122 25,787 SH   SOLE   25,787 0 0