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 274 1,694 SH SOLE 1,694 0 0
ABBVIE INC Common 00287Y109 385 1,530 SH SOLE 1,530 0 0
ADOBE INC Common 00724F101 793 3,870 SH SOLE 3,870 0 0
ALPHABET INC Common 02079K305 18,402 51,493 SH SOLE 51,493 0 0
ALTRIA GROUP INC Common 02209S103 229 3,186 SH SOLE 3,186 0 0
AMAZON COM INC Common 023135106 568 2,382 SH SOLE 2,382 0 0
AMERICAN EXPRESS CO Common 025816109 342 1,011 SH SOLE 1,011 0 0
AMERICAN FINANCIAL GROUP INC Common 025932104 542 3,876 SH SOLE 3,876 0 0
AMGEN INC Common 031162100 1,343 3,709 SH SOLE 3,709 0 0
APPLE INC Common 037833100 2,361 8,160 SH SOLE 8,160 0 0
BERKSHIRE HATHAWAY INC DEL Common 084670702 37,973 75,887 SH SOLE 75,887 0 0
BOEING CO Common 097023105 526 2,432 SH SOLE 2,432 0 0
BROADCOM INC Common 11135F101 983 2,601 SH SOLE 2,601 0 0
BROOKFIELD CORP Common 11271J107 39,500 927,451 SH SOLE 927,451 0 0
BROWN FORMAN CORP Common 115637209 25,874 970,867 SH SOLE 970,867 0 0
CARMAX INC Common 143130102 20,431 386,294 SH SOLE 386,294 0 0
CATERPILLAR INC Common 149123101 1,103 1,035 SH SOLE 1,035 0 0
CHEVRON CORPORATION Common 166764100 1,197 7,221 SH SOLE 7,221 0 0
CISCO SYS INC Common 17275R102 890 7,579 SH SOLE 7,579 0 0
CNH INDL N V Common N20944109 22,603 2,012,702 SH SOLE 2,012,702 0 0
CNX RES CORP Common 12653C108 13,795 406,570 SH SOLE 406,570 0 0
COLGATE PALMOLIVE CO Common 194162103 426 4,645 SH SOLE 4,645 0 0
COMCAST CORP NEW Common 20030N101 30,921 1,259,515 SH SOLE 1,259,515 0 0
CORE NATURAL RESOURCES INC Common 218937100 11,616 145,158 SH SOLE 145,158 0 0
CORNING INC Common 219350105 358 1,403 SH SOLE 1,403 0 0
CROCS INC Common 227046109 27,222 225,646 SH SOLE 225,646 0 0
CUMMINS INC Common 231021106 285 400 SH SOLE 400 0 0
DEERE & CO Common 244199105 645 1,017 SH SOLE 1,017 0 0
ELI LILLY & CO Common 532457108 3,138 2,616 SH SOLE 2,616 0 0
LAUDER ESTEE COS INC Common 518439104 858 10,864 SH SOLE 10,864 0 0
ETSY INC Common 29786A106 31,254 414,900 SH SOLE 414,900 0 0
EXXON MOBIL CORP Common 30231G102 1,187 8,685 SH SOLE 8,685 0 0
FISERV INC Common 337738108 11,707 238,684 SH SOLE 238,684 0 0
FORTIVE CORP Common 34959J108 603 9,870 SH SOLE 9,870 0 0
GARRETT MOTION INC Common 366505105 21,405 590,802 SH SOLE 590,802 0 0
GE VERNOVA INC Common 36828A101 727 619 SH SOLE 619 0 0
GE AEROSPACE Common 369604301 450 1,203 SH SOLE 1,203 0 0
GENTEX CORP Common 371901109 25,591 1,012,719 SH SOLE 1,012,719 0 0
GOLDMAN SACHS GROUP INC Common 38141G104 217 215 SH SOLE 215 0 0
HERSHEY CO Common 427866108 877 4,996 SH SOLE 4,996 0 0
HOME DEPOT INC Common 437076102 778 2,205 SH SOLE 2,205 0 0
HONEYWELL AEROSPACE INC Common 43849R105 260 1,176 SH SOLE 1,176 0 0
HONEYWELL INTL INC Common 438516106 263 1,176 SH SOLE 1,176 0 0
HOWMET AEROSPACE INC Common 443201108 269 999 SH SOLE 999 0 0
INTERNATIONAL BUSINESS MACHS Common 459200101 291 1,036 SH SOLE 1,036 0 0
INTEL CORP Common 458140100 579 4,146 SH SOLE 4,146 0 0
INTERNATIONAL FLAVORS&FRAGRA Common 459506101 31,274 394,776 SH SOLE 394,776 0 0
INTUIT Common 461202103 16,269 62,334 SH SOLE 62,334 0 0
IQVIA HLDGS INC Common 46266C105 25,567 132,319 SH SOLE 132,319 0 0
HENRY JACK & ASSOC INC Common 426281101 270 1,959 SH SOLE 1,959 0 0
JOHNSON & JOHNSON Common 478160104 2,002 7,884 SH SOLE 7,884 0 0
JPMORGAN CHASE & CO Common 46625H100 1,074 3,282 SH SOLE 3,282 0 0
KENVUE INC Common 49177J102 381 19,953 SH SOLE 19,953 0 0
LINCOLN NATL CORP IND Common 534187109 554 15,673 SH SOLE 15,673 0 0
LOCKHEED MARTIN CORP Common 539830109 12,950 25,419 SH SOLE 25,419 0 0
LOEWS CORP Common 540424108 20,746 183,253 SH SOLE 183,253 0 0
MARKETAXESS HLDGS INC Common 57060D108 12,971 114,292 SH SOLE 114,292 0 0
MCDONALDS CORP Common 580135101 374 1,385 SH SOLE 1,385 0 0
MEDTRONIC PLC Common G5960L103 26,271 335,820 SH SOLE 335,820 0 0
MERCK & CO INC Common 58933Y105 1,110 8,638 SH SOLE 8,638 0 0
MICROSOFT CORP Common 594918104 23,660 63,428 SH SOLE 63,428 0 0
MORGAN STANLEY Common 617446448 335 1,604 SH SOLE 1,604 0 0
NATURAL RESOURCE PARTNERS LP Common 63900P608 11,398 117,500 SH SOLE 117,500 0 0
NEWMARKET CORP Common 651587107 15,923 20,124 SH SOLE 20,124 0 0
NVIDIA CORPORATION Common 67066G104 1,324 6,615 SH SOLE 6,615 0 0
ORACLE CORP Common 68389X105 293 2,000 SH SOLE 2,000 0 0
PALANTIR TECHNOLOGIES INC Common 69608A108 285 2,447 SH SOLE 2,447 0 0
PARK NATL CORP Common 700658107 4,231 23,123 SH SOLE 23,123 0 0
PAYPAL HLDGS INC Common 70450Y103 32,513 752,956 SH SOLE 752,956 0 0
PEPSICO INC Common 713448108 696 5,137 SH SOLE 5,137 0 0
PHILIP MORRIS INTL INC Common 718172109 380 2,100 SH SOLE 2,100 0 0
POLARIS INC Common 731068102 19,470 284,485 SH SOLE 284,485 0 0
POOL CORP Common 73278L105 26,373 122,722 SH SOLE 122,722 0 0
PROCTER & GAMBLE CO Common 742718109 1,051 7,169 SH SOLE 7,169 0 0
RTX CORPORATION Common 75513E101 303 1,595 SH SOLE 1,595 0 0
RPM INTL INC Common 749685103 284 2,551 SH SOLE 2,551 0 0
SLB LIMITED Common 806857108 18,440 396,634 SH SOLE 396,634 0 0
SERVISFIRST BANCSHARES INC Common 81768T108 2,858 32,950 SH SOLE 32,950 0 0
SHELL PLC Common 780259305 244 3,153 SH SOLE 3,153 0 0
TESLA INC Common 88160R101 305 726 SH SOLE 726 0 0
TEXAS INSTRS INC Common 882508104 739 2,480 SH SOLE 2,480 0 0
UNION PAC CORP Common 907818108 440 1,616 SH SOLE 1,616 0 0
UNITEDHEALTH GROUP INC Common 91324P102 493 1,186 SH SOLE 1,186 0 0
US BANCORP Common 902973304 437 7,243 SH SOLE 7,243 0 0
VERISK ANALYTICS INC Common 92345Y106 216 1,201 SH SOLE 1,201 0 0
VERSANT MEDIA GROUP INC Common 925283103 1,542 42,834 SH SOLE 42,834 0 0
VONTIER CORPORATION Common 928881101 18,356 632,962 SH SOLE 632,962 0 0
WALMART INC Common 931142103 440 3,885 SH SOLE 3,885 0 0
DISNEY WALT CO Common 254687106 26,338 273,643 SH SOLE 273,643 0 0
WASTE MGMT INC DEL Common 94106L109 442 1,984 SH SOLE 1,984 0 0
WELLS FARGO & CO Common 949746101 16,338 197,704 SH SOLE 197,704 0 0
ZIMMER BIOMET HOLDINGS INC Common 98956P102 25,598 297,344 SH SOLE 297,344 0 0
ZOETIS INC Common 98978V103 640 8,907 SH SOLE 8,907 0 0
ISHARES TR ETF 464288646 6,483 123,703 SH SOLE 123,703 0 0
ETF SER SOLUTIONS ETF 26922A420 273 1,650 SH SOLE 1,650 0 0
SELECT SECTOR SPDR TR ETF 81369Y605 304 5,665 SH SOLE 5,665 0 0
INVESCO QQQ TR ETF 46090E103 516 701 SH SOLE 701 0 0
ISHARES TR ETF 464287481 310 2,120 SH SOLE 2,120 0 0
ISHARES TR ETF 464287473 220 1,335 SH SOLE 1,335 0 0
ISHARES TR ETF 464287101 209 572 SH SOLE 572 0 0
ISHARES TR ETF 464287200 499 666 SH SOLE 666 0 0
ISHARES TR ETF 464287580 404 4,000 SH SOLE 4,000 0 0
SELECT SECTOR SPDR TR ETF 81369Y803 353 1,854 SH SOLE 1,854 0 0
VANECK ETF TRUST ETF 92189H730 3,104 79,886 SH SOLE 79,886 0 0
VANECK ETF TRUST ETF 92189F643 6,349 61,068 SH SOLE 61,068 0 0
VANECK ETF TRUST ETF 92189F676 215 328 SH SOLE 328 0 0
VANGUARD WORLD FD ETF 92204A702 826 6,912 SH SOLE 6,912 0 0
BENTLEY SYS INC Conv Bond 08265TAD1 5,753 6,000,000 PRN SOLE 6,000,000 0 0
CHEESECAKE FACTORY INC Conv Bond 163072AC5 6,363 5,000,000 PRN SOLE 5,000,000 0 0
ETSY INC Conv Bond 29786AAN6 3,652 4,000,000 PRN SOLE 4,000,000 0 0
ETSY INC Conv Bond 29786AAQ9 3,478 3,000,000 PRN SOLE 3,000,000 0 0
GLOBAL PMTS INC Conv Bond 37940XAU6 5,385 6,000,000 PRN SOLE 6,000,000 0 0
GUIDEWIRE SOFTWARE INC Conv Bond 40171VAC4 5,760 6,000,000 PRN SOLE 6,000,000 0 0
HAEMONETICS CORP MASS Conv Bond 405024AD2 5,054 5,000,000 PRN SOLE 5,000,000 0 0
LYFT INC Conv Bond 55087PAD6 6,282 6,000,000 PRN SOLE 6,000,000 0 0
PATRICK INDS INC Conv Bond 703343AG8 2,955 2,000,000 PRN SOLE 2,000,000 0 0
SPECTRUM BRANDS INC Conv Bond 84762LAZ8 5,199 5,000,000 PRN SOLE 5,000,000 0 0
WINNEBAGO INDS INC Conv Bond 974637AF7 5,565 6,000,000 PRN SOLE 6,000,000 0 0