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
ADOBE INC COM 00724F101 16,890,657 69,486 SH SOLE 69,486 0 0
ADT INC DEL COM 00090Q103 14,605,484 2,223,057 SH SOLE 2,223,057 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,023,960 167,575 SH SOLE 167,575 0 0
ALLBIRDS INC CL A NEW 01675A208 39,341 13,070 SH SOLE 13,070 0 0
ALPHABET INC CAP STK CL C 02079K107 1,913,356 6,670 SH SOLE 6,670 0 0
ALPHABET INC CAP STK CL A 02079K305 53,933,891 187,557 SH SOLE 187,557 0 0
ALTRIA GROUP INC COM 02209S103 989,850 15,000 SH SOLE 15,000 0 0
AMAZON COM INC COM 023135106 3,599,947 17,285 SH SOLE 17,285 0 0
AMPLIFY ETF TR AMPLIFY ETHO CLI 032108557 767,161 11,610 SH SOLE 11,610 0 0
APPLE INC COM 037833100 7,543,654 29,724 SH SOLE 29,724 0 0
AT&T INC COM 00206R102 38,884,635 1,341,312 SH SOLE 1,341,312 0 0
AXALTA COATING SYS LTD COM G0750C108 13,869,390 500,700 SH SOLE 500,700 0 0
BANK AMERICA CORP COM 060505104 13,110,922 268,942 SH SOLE 268,942 0 0
BARK INC COM 68622E104 83,219 164,270 SH SOLE 164,270 0 0
BAXTER INTL INC COM 071813109 10,840,486 645,267 SH SOLE 645,267 0 0
BECTON DICKINSON & CO COM 075887109 2,796,650 17,787 SH SOLE 17,787 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,743,727 34,941 SH SOLE 34,941 0 0
BIO RAD LABS INC CL A 090572207 11,958,932 42,902 SH SOLE 42,902 0 0
BLACKROCK INC COM 09290D101 4,090,153 4,253 SH SOLE 4,253 0 0
BLACKROCK MUNIYIELD N Y QUAL COM 09255E102 300,144 31,265 SH SOLE 31,265 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 23,714,453 391,005 SH SOLE 391,005 0 0
BROADCOM INC COM 11135F101 32,402,602 104,690 SH SOLE 104,690 0 0
CHEVRON CORPORATION COM 166764100 4,535,455 21,921 SH SOLE 21,921 0 0
CHURCH & DWIGHT CO INC COM 171340102 223,968 2,400 SH SOLE 2,400 0 0
CISCO SYS INC COM 17275R102 27,045,158 348,565 SH SOLE 348,565 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 8,194,962 346,510 SH SOLE 346,510 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,672,779 59,866 SH SOLE 59,866 0 0
COHERENT CORP COM 19247G107 56,464,107 237,035 SH SOLE 237,035 0 0
CONAGRA BRANDS INC COM 205887102 247,779 15,762 SH SOLE 15,762 0 0
CONSTELLATION BRANDS INC CL A 21036P108 360,000 2,400 SH SOLE 2,400 0 0
DARLING INGREDIENTS INC COM 237266101 22,259,691 359,898 SH SOLE 359,898 0 0
DISNEY WALT CO COM 254687106 430,240 4,464 SH SOLE 4,464 0 0
DXC TECHNOLOGY CO COM 23355L106 7,739,085 615,679 SH SOLE 615,679 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 2,312,432 7,899 SH SOLE 7,899 0 0
EOG RES INC COM 26875P101 3,827,346 26,474 SH SOLE 26,474 0 0
EVEREST GROUP LTD COM G3223R108 15,592,379 47,705 SH SOLE 47,705 0 0
EXXON MOBIL CORP COM 30231G102 3,204,199 18,886 SH SOLE 18,886 0 0
FLAGSTAR BANK NATIONAL ASSOC COM NEW 649445400 311,681 23,666 SH SOLE 23,666 0 0
FRANCO NEV CORP COM 351858105 296,460 1,200 SH SOLE 1,200 0 0
GENERAL MTRS CO COM 37045V100 19,112,006 256,537 SH SOLE 256,537 0 0
GENTEX CORP COM 371901109 1,223,600 56,000 SH SOLE 56,000 0 0
GILEAD SCIENCES INC COM 375558103 3,198,820 22,952 SH SOLE 22,952 0 0
GOLUB CAP BDC INC COM 38173M102 19,459,547 1,537,089 SH SOLE 1,537,089 0 0
HERSHEY CO COM 427866108 2,802,357 13,480 SH SOLE 13,480 0 0
INTEL CORP COM 458140100 1,046,543 23,715 SH SOLE 23,715 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 522,593 2,156 SH SOLE 2,156 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 368,792 800 SH SOLE 800 0 0
ISHARES GOLD TR ISHARES NEW 464285204 154,919,513 1,757,254 SH SOLE 1,757,254 0 0
ISHARES SILVER TR ISHARES 46428Q109 11,179,048 164,060 SH SOLE 164,060 0 0
JEFFERIES FINANCIAL GROUP IN COM 47233W109 330,160 8,000 SH SOLE 8,000 0 0
JOHNSON & JOHNSON COM 478160104 2,678,574 10,958 SH SOLE 10,958 0 0
JPMORGAN CHASE & CO COM 46625H100 733,047 2,492 SH SOLE 2,492 0 0
KRAFT HEINZ CO COM 500754106 2,210,340 98,281 SH SOLE 98,281 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 25,227,923 1,922,860 SH SOLE 1,922,860 0 0
LAMB WESTON HLDGS INC COM 513272104 1,150,190 27,217 SH SOLE 27,217 0 0
LENNAR CORP CL A 526057104 2,180,813 25,113 SH SOLE 25,113 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 309,020 25,560 SH SOLE 25,560 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 958,071 81,677 SH SOLE 81,677 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 120,746 13,690 SH SOLE 13,690 0 0
LINDE PLC SHS G54950103 3,047,437 6,147 SH SOLE 6,147 0 0
LOEWS CORP COM 540424108 1,280,880 12,000 SH SOLE 12,000 0 0
LOWES COS INC COM 548661107 1,669,318 7,065 SH SOLE 7,065 0 0
LUMENTUM HLDGS INC COM 55024U109 58,331,188 83,003 SH SOLE 83,003 0 0
M & T BK CORP COM 55261F104 7,933,293 38,377 SH SOLE 38,377 0 0
MARQETA INC CLASS A COM 57142B104 12,001,063 2,941,437 SH SOLE 2,941,437 0 0
MARVELL TECHNOLOGY INC COM 573874104 21,616,375 218,237 SH SOLE 218,237 0 0
MEDTRONIC PLC SHS G5960L103 3,450,316 39,819 SH SOLE 39,819 0 0
MERCK & CO INC COM 58933Y105 5,593,244 46,498 SH SOLE 46,498 0 0
META PLATFORMS INC CL A 30303M102 1,787,334 3,124 SH SOLE 3,124 0 0
MICROSOFT CORP COM 594918104 832,882 2,250 SH SOLE 2,250 0 0
MONDELEZ INTL INC CL A 609207105 398,869 6,920 SH SOLE 6,920 0 0
NEW GERMANY FD INC COM 644465106 337,229 32,997 SH SOLE 32,997 0 0
NOVARTIS AG SPONSORED ADR 66987V109 1,930,149 12,636 SH SOLE 12,636 0 0
NUTRIEN LTD COM 67077M108 6,383,539 84,595 SH SOLE 84,595 0 0
OAKTREE SPECIALTY LENDING COM 67401P405 3,190,498 282,345 SH SOLE 282,345 0 0
ON HLDG AG NAMEN AKT A H5919C104 12,723,480 374,000 SH SOLE 374,000 0 0
ORACLE CORP 6.5 DEP CUM SR D 68389X204 495,110 11,000 SH SOLE 11,000 0 0
ORGANON & CO COMMON STOCK 68622V106 461,410 77,030 SH SOLE 77,030 0 0
PAYPAL HLDGS INC COM 70450Y103 11,562,281 255,633 SH SOLE 255,633 0 0
PEPSICO INC COM 713448108 3,606,144 23,222 SH SOLE 23,222 0 0
PFIZER INC COM 717081103 27,288,060 971,797 SH SOLE 971,797 0 0
PHILIP MORRIS INTL INC COM 718172109 1,653,400 10,000 SH SOLE 10,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,728,731 41,366 SH SOLE 41,366 0 0
RBB FUND TRUST FIRST EAGLE GBL 75526L886 566,538 12,054 SH SOLE 12,054 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,812,002 6,228 SH SOLE 6,228 0 0
RH COM 74967X103 1,862,402 13,320 SH SOLE 13,320 0 0
ROBERT HALF INC. COM 770323103 2,171,471 85,491 SH SOLE 85,491 0 0
RTX CORPORATION COM 75513E101 29,906,830 155,038 SH SOLE 155,038 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 8,384,966 238,074 SH SOLE 238,074 0 0
SLM CORP COM 78442P106 27,182,414 1,269,613 SH SOLE 1,269,613 0 0
SMURFIT WESTROCK PLC SHS G8267P108 18,293,333 462,368 SH SOLE 462,368 0 0
SONY GROUP CORP SPONSORED ADR 835699307 17,333,269 837,356 SH SOLE 837,356 0 0
SPDR GOLD TR GOLD SHS 78463V107 169,064,383 392,908 SH SOLE 392,908 0 0
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1,293,064 36,486 SH SOLE 36,486 0 0
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 2,073,150 85,000 SH SOLE 85,000 0 0
STRATA CRITICAL MEDICAL INC CL A COM 092667104 125,400 30,000 SH SOLE 30,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 313,530 1,500 SH SOLE 1,500 0 0
TERNS PHARMACEUTICALS INC COM 880881107 8,564,048 162,444 SH SOLE 162,444 0 0
TEXAS INSTRS INC COM 882508104 3,763,792 19,387 SH SOLE 19,387 0 0
THE REALREAL INC COM 88339P101 90,800 10,000 SH SOLE 10,000 0 0
TYSON FOODS INC CL A 902494103 3,735,729 58,307 SH SOLE 58,307 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,750,265 302,381 SH SOLE 302,381 0 0
UNITED PARCEL SVCS INC CL B 911312106 1,807,241 18,370 SH SOLE 18,370 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,322,832 71,410 SH SOLE 71,410 0 0
UNUM GROUP COM 91529Y106 292,120 4,000 SH SOLE 4,000 0 0
US BANCORP COM NEW 902973304 911,735 17,530 SH SOLE 17,530 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 22,100,600 440,251 SH SOLE 440,251 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 54,973,493 219,385 SH SOLE 219,385 0 0
VIATRIS INC COM 92556V106 20,345,709 1,505,974 SH SOLE 1,505,974 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103 187,647 10,333 SH SOLE 10,333 0 0
WALMART INC COM 931142103 1,167,611 9,395 SH SOLE 9,395 0 0
WATERS CORP COM 941848103 716,805 2,407 SH SOLE 2,407 0 0
WESTERN UN CO COM 959802109 2,366,005 271,020 SH SOLE 271,020 0 0
WHIRLPOOL CORP 8.5 DEP SR A CNV 963320205 900,900 22,000 SH SOLE 22,000 0 0
WHIRLPOOL CORP COM 963320106 900,464 16,700 SH SOLE 16,700 0 0
WILLIAMS COS INC COM 969457100 252,692 3,472 SH SOLE 3,472 0 0
XPO INC COM 983793100 25,505,505 131,100 SH SOLE 131,100 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 830,960 9,190 SH SOLE 9,190 0 0