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
Expires: July 31, 2015
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 Common 88579Y101 250 1,642 SH SOLE 1,642 0 0
ADOBE INC Common 00724F101 698 1,805 SH SOLE 1,805 0 0
ALIBABA GROUP HLDG LTD Common 01609W102 227 2,005 SH SOLE 2,005 0 0
ALPHABET INC Common 02079K305 20,021 113,607 SH SOLE 113,607 0 0
AMAZON COM INC Common 023135106 231 1,053 SH SOLE 1,053 0 0
AMEDISYS INC Common 023436108 811 8,239 SH SOLE 8,239 0 0
APPLE INC Common 037833100 1,649 8,037 SH SOLE 8,037 0 0
BANK NEW YORK MELLON CORP Common 064058100 666 7,313 SH SOLE 7,313 0 0
BERKSHIRE HATHAWAY INC DEL Common 084670702 36,485 75,108 SH SOLE 75,108 0 0
BOEING CO Common 097023105 506 2,416 SH SOLE 2,416 0 0
BROADCOM INC Common 11135F101 685 2,486 SH SOLE 2,486 0 0
BROOKFIELD CORP Common 11271J107 42,394 685,440 SH SOLE 685,440 0 0
BROWN FORMAN CORP Common 115637209 24,481 909,724 SH SOLE 909,724 0 0
CARMAX INC Common 143130102 21,680 322,571 SH SOLE 322,571 0 0
CATERPILLAR INC Common 149123101 274 706 SH SOLE 706 0 0
CHEVRON CORP NEW Common 166764100 782 5,459 SH SOLE 5,459 0 0
CISCO SYS INC Common 17275R102 1,049 15,119 SH SOLE 15,119 0 0
CNH INDL N V Common N20944109 19,471 1,502,376 SH SOLE 1,502,376 0 0
CNX RES CORP Common 12653C108 13,371 397,005 SH SOLE 397,005 0 0
CORE NATURAL RESOURCES INC Common 218937100 10,363 148,596 SH SOLE 148,596 0 0
LAUDER ESTEE COS INC Common 518439104 690 8,539 SH SOLE 8,539 0 0
ETSY INC Common 29786A106 19,755 393,845 SH SOLE 393,845 0 0
EXXON MOBIL CORP Common 30231G102 938 8,698 SH SOLE 8,698 0 0
FMC CORP Common 302491303 16,679 399,494 SH SOLE 399,494 0 0
FORTIVE CORP Common 34959J108 12,167 233,401 SH SOLE 233,401 0 0
GARRETT MOTION INC Common 366505105 30,750 2,925,770 SH SOLE 2,925,770 0 0
GE VERNOVA INC Common 36828A101 278 526 SH SOLE 526 0 0
GE AEROSPACE Common 369604301 275 1,067 SH SOLE 1,067 0 0
GENTEX CORP Common 371901109 19,486 886,145 SH SOLE 886,145 0 0
GOLDMAN SACHS GROUP INC Common 38141G104 754 1,065 SH SOLE 1,065 0 0
HERSHEY CO Common 427866108 761 4,583 SH SOLE 4,583 0 0
HOME DEPOT INC Common 437076102 516 1,407 SH SOLE 1,407 0 0
HONEYWELL INTL INC Common 438516106 207 887 SH SOLE 887 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 298 1,010 SH SOLE 1,010 0 0
INTERNATIONAL FLAVORS&FRAGRA Common 459506101 27,736 377,107 SH SOLE 377,107 0 0
JOHNSON & JOHNSON Common 478160104 21,584 141,301 SH SOLE 141,301 0 0
JOHNSON CTLS INTL PLC Common G51502105 717 6,786 SH SOLE 6,786 0 0
JPMORGAN CHASE & CO. Common 46625H100 1,281 4,418 SH SOLE 4,418 0 0
KENVUE INC Common 49177J102 20,557 982,182 SH SOLE 982,182 0 0
LABCORP HOLDINGS INC Common 504922105 18,829 71,726 SH SOLE 71,726 0 0
LINCOLN NATL CORP IND Common 534187109 542 15,673 SH SOLE 15,673 0 0
LOCKHEED MARTIN CORP Common 539830109 17,807 38,448 SH SOLE 38,448 0 0
LOEWS CORP Common 540424108 23,965 261,453 SH SOLE 261,453 0 0
MCDONALDS CORP Common 580135101 376 1,286 SH SOLE 1,286 0 0
MEDTRONIC PLC Common G5960L103 28,939 331,984 SH SOLE 331,984 0 0
MERCK & CO INC Common 58933Y105 464 5,866 SH SOLE 5,866 0 0
MICROSOFT CORP Common 594918104 20,526 41,265 SH SOLE 41,265 0 0
MORGAN STANLEY Common 617446448 225 1,597 SH SOLE 1,597 0 0
NATURAL RESOURCE PARTNERS L Common 63900P608 11,222 117,500 SH SOLE 117,500 0 0
NVIDIA CORPORATION Common 67066G104 1,054 6,673 SH SOLE 6,673 0 0
ORACLE CORP Common 68389X105 394 1,800 SH SOLE 1,800 0 0
PALANTIR TECHNOLOGIES INC Common 69608A108 320 2,347 SH SOLE 2,347 0 0
PARK NATL CORP Common 700658107 3,817 22,823 SH SOLE 22,823 0 0
PAYPAL HLDGS INC Common 70450Y103 34,137 459,327 SH SOLE 459,327 0 0
PEPSICO INC Common 713448108 397 3,007 SH SOLE 3,007 0 0
PHILIP MORRIS INTL INC Common 718172109 371 2,039 SH SOLE 2,039 0 0
POLARIS INC Common 731068102 24,664 606,748 SH SOLE 606,748 0 0
PROCTER AND GAMBLE CO Common 742718109 1,171 7,347 SH SOLE 7,347 0 0
RTX CORPORATION Common 75513E101 239 1,640 SH SOLE 1,640 0 0
SCHLUMBERGER LTD Common 806857108 12,572 371,958 SH SOLE 371,958 0 0
SERVISFIRST BANCSHARES INC Common 81768T108 2,554 32,950 SH SOLE 32,950 0 0
SHELL PLC Common 780259305 219 3,115 SH SOLE 3,115 0 0
TESLA INC Common 88160R101 232 731 SH SOLE 731 0 0
UNION PAC CORP Common 907818108 365 1,586 SH SOLE 1,586 0 0
UNITEDHEALTH GROUP INC Common 91324P102 339 1,087 SH SOLE 1,087 0 0
VONTIER CORPORATION Common 928881101 17,676 479,034 SH SOLE 479,034 0 0
WALGREENS BOOTS ALLIANCE INC Common 931427108 13,330 1,161,132 SH SOLE 1,161,132 0 0
WALMART INC Common 931142103 372 3,800 SH SOLE 3,800 0 0
DISNEY WALT CO Common 254687106 33,073 266,695 SH SOLE 266,695 0 0
WARNER BROS DISCOVERY INC Common 934423104 26,834 2,341,507 SH SOLE 2,341,507 0 0
WASTE MGMT INC DEL Common 94106L109 452 1,974 SH SOLE 1,974 0 0
WELLS FARGO CO NEW Common 949746101 15,517 193,666 SH SOLE 193,666 0 0
ZIMMER BIOMET HOLDINGS INC Common 98956P102 26,557 291,165 SH SOLE 291,165 0 0
ISHARES TR ETF 464288646 6,856 129,940 SH SOLE 129,940 0 0
SELECT SECTOR SPDR TR ETF 81369Y605 297 5,665 SH SOLE 5,665 0 0
INVESCO QQQ TR ETF 46090E103 387 701 SH SOLE 701 0 0
ISHARES TR ETF 464287481 294 2,120 SH SOLE 2,120 0 0
ISHARES TR ETF 464287200 363 585 SH SOLE 585 0 0
ISHARES TR ETF 464287580 399 4,000 SH SOLE 4,000 0 0
SELECT SECTOR SPDR TR ETF 81369Y803 235 927 SH SOLE 927 0 0
VANECK ETF TRUST ETF 92189H730 2,687 77,200 SH SOLE 77,200 0 0
VANECK ETF TRUST ETF 92189F643 5,603 59,741 SH SOLE 59,741 0 0
VANGUARD WORLD FD ETF 92204A702 573 864 SH SOLE 864 0 0
AIRBNB INC Conv Bond 009066AB7 5,784 6,000,000 PRN SOLE 6,000,000 0 0
BENTLEY SYS INC Conv Bond 08265TAD1 943 1,000,000 PRN SOLE 1,000,000 0 0
BENTLEY SYS INC Conv Bond 08265TAB5 4,960 5,000,000 PRN SOLE 5,000,000 0 0
ETSY INC Conv Bond 29786AAL0 2,670 3,000,000 PRN SOLE 3,000,000 0 0
ETSY INC Conv Bond 29786AAN6 3,428 4,000,000 PRN SOLE 4,000,000 0 0
FORD MTR CO Conv Bond 345370CZ1 4,940 5,000,000 PRN SOLE 5,000,000 0 0
GLOBAL PMTS INC Conv Bond 37940XAU6 4,465 5,000,000 PRN SOLE 5,000,000 0 0
GUESS INC Conv Bond 401617AF2 4,740 5,000,000 PRN SOLE 5,000,000 0 0
JBT MAREL CORPORATION Conv Bond 477839AB0 4,961 5,000,000 PRN SOLE 5,000,000 0 0
LYFT INC Conv Bond 55087PAD6 6,396 6,000,000 PRN SOLE 6,000,000 0 0
PATRICK INDS INC Conv Bond 703343AG8 5,928 4,000,000 PRN SOLE 4,000,000 0 0
TRIPADVISOR INC Conv Bond 896945AD4 5,757 6,000,000 PRN SOLE 6,000,000 0 0
WINNEBAGO INDS INC Conv Bond 974637AF7 4,300 5,000,000 PRN SOLE 5,000,000 0 0
XEROX HOLDINGS CORP Conv Bond 98421MAE6 3,405 6,000,000 PRN SOLE 6,000,000 0 0