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
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
Caesars Entertainment Corp. Common 127686103 303,984,526 25,717,811 SH   SOLE 0 24,118,511 1,599,300 0
Axalta Coating Systems Ltd Common g0750c108 262,211,718 8,807,918 SH   SOLE 0 8,224,718 583,200 0
Hanesbrands, Inc. Common 410345102 261,814,812 15,204,112 SH   SOLE 0 14,282,012 922,100 0
FireEye, Inc. Common 31816q101 231,802,950 15,651,786 SH   SOLE 0 14,637,181 1,014,605 0
Graphic Packaging Holding Com Common 388689101 230,913,363 16,517,408 SH   SOLE 0 15,398,308 1,119,100 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 192,559,802 16,585,685 SH   SOLE 0 15,423,647 1,162,038 0
WPX Energy Inc. Common 98212b103 167,283,991 14,533,796 SH   SOLE 0 13,177,655 1,356,141 0
FedEx Corporation Common 31428x106 161,672,967 984,670 SH   SOLE 0 983,260 1,410 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 140,655,383 12,094,186 SH   SOLE 0 10,702,486 1,391,700 0
Entegris, Inc. Common 29362U104 134,181,522 3,595,432 SH   SOLE 0 3,343,782 251,650 0
Bank of America Corp Common 060505104 130,935,580 4,515,020 SH   SOLE 0 4,511,370 3,650 0
CBS Corporation Common 124857202 128,676,181 2,578,681 SH   SOLE 0 2,577,081 1,600 0
AMC Networks Inc. Common 00164V103 125,566,701 2,304,399 SH   SOLE 0 2,037,644 266,755 0
Apple Inc. Common 037833100 125,308,495 633,126 SH   SOLE 0 632,592 535 0
Walt Disney Company Common 254687106 120,781,793 864,951 SH   SOLE 0 864,151 800 0
GreenSky, Inc. Common 39572g100 119,565,194 9,728,657 SH   SOLE 0 8,425,947 1,302,710 0
IMAX Corporation Common 45245e109 115,227,971 5,704,355 SH   SOLE 0 5,080,455 623,900 0
AT&T Inc. Common 00206r102 113,635,143 3,391,081 SH   SOLE 0 3,387,632 3,450 0
Cadence Bancorporation Cl A Common 12739a100 113,190,084 5,441,831 SH   SOLE 0 4,723,231 718,600 0
BWX Technologies, Inc. Common 05605H100 113,017,039 2,169,233 SH   SOLE 0 1,991,454 177,779 0
General Motors Company Common 37045v100 106,084,122 2,753,286 SH   SOLE 0 2,751,200 2,086 0
Corning Inc. Common 219350105 103,333,403 3,109,642 SH   SOLE 0 3,106,492 3,150 0
Compass Minerals International, Inc. Common 20451N101 101,091,734 1,839,704 SH   SOLE 0 1,641,632 198,072 0
Regions Financial Corp Common 7591ep100 100,953,285 6,757,248 SH   SOLE 0 6,750,848 6,400 0
Valvoline Inc. Common 92047w101 97,971,795 5,016,477 SH   SOLE 0 4,514,477 502,000 0
Merck & Co., Inc. Common 58933y105 96,567,194 1,151,666 SH   SOLE 0 1,149,016 2,650 0
Devon Energy Corporation Common 25179m103 81,256,087 2,849,091 SH   SOLE 0 2,844,341 4,750 0
Ciena Corporation Common 171779309 74,709,930 1,816,434 SH   SOLE 0 1,661,734 154,700 0
PQ Group Holdings Inc. Common 73943t103 71,968,906 4,540,625 SH   SOLE 0 4,009,288 531,337 0
Acushnet Holdings Corp. Common 005098108 50,624,995 1,927,836 SH   SOLE 0 1,707,494 220,343 0
Live Nation Entertainment, Inc. Common 538034109 46,764,682 705,882 SH   SOLE 0 675,113 30,769 0
SemGroup Corporation Cl A Common 81663a105 40,309,896 3,359,158 SH   SOLE 0 2,868,408 490,750 0
ChannelAdvisor Corporation Common 159179100 36,457,096 4,161,769 SH   SOLE 0 3,858,308 303,461 0
Mosaic Co. Common 61945c103 31,611,880 1,262,959 SH   SOLE 0 1,261,160 1,800 0
Maxar Technologies Holdings Inc. Common 57778k105 29,942,302 3,828,939 SH   SOLE 0 3,547,802 281,137 0
iShares Trust Russell 2000 Value Index ETF 464287630 26,080,645 216,436 SH   SOLE 0 99,637 116,800 0
Liberty Braves Group (The) Cl C Common 531229888 26,043,398 931,119 SH   SOLE 0 765,319 165,800 0
Livent Corporation Common 53814l108 19,238,638 2,780,150 SH   SOLE 0 2,452,700 327,450 0
iShares Russell 2000 ETF ETF 464287655 18,192,985 116,996 SH   SOLE 0 31,747 85,250 0
Liberty Media Corp Del Com A Braves Grp Cl A Common 531229706 11,979,631 430,922 SH   SOLE 0 362,122 68,800 0
Spdr Trust Series 1 ETF 78462F103 10,716,573 36,575 SH   SOLE 0 36,575 0 0
Goldman Sachs Group Common 38141g104 3,539,580 17,300 SH   SOLE 0 17,300 0 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 2,186,637 178,501 SH   SOLE 0 165,713 12,788 0
JPMorgan Chase 6.125 percent Pfd Preferred 48127R461 1,754,256 68,100 SH   SOLE 0 66,400 1,700 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 1,418,326 57,679 SH   SOLE 0 57,679 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 1,259,322 19,449 SH   SOLE 0 19,449 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,152,099 5,850 SH   SOLE 0 5,850 0 0
CITIGROUP INC DEP SHS PFD S Preferred 172967317 993,320 38,000 SH   SOLE 0 37,100 900 0
BANK AMER CORP DEP 1/1000 PFD Preferred 060505310 972,312 38,100 SH   SOLE 0 37,200 900 0
Thermo Fisher Scientific, Inc Common 883556102 643,159 2,190 SH   SOLE 0 2,190 0 0
WELLS FARGO & CO NEW PFD SER X CL A Preferred 94988U672 635,000 25,000 SH   SOLE 0 25,000 0 0
BARRICK GOLD CORPORATI COM Common 067901108 615,030 39,000 SH   SOLE 0 39,000 0 0
Berkshire Hathaway Inc. Cl B Common 084670702 574,493 2,695 SH   SOLE 0 2,695 0 0
Ciner Resources LP Common 172464109 565,974 29,189 SH   SOLE 0 29,189 0 0
KKR REAL ESTATE FIN TR COM Common 48251k100 498,000 25,000 SH   SOLE 0 25,000 0 0
Vail Resorts Inc Com Common 91879q109 446,360 2,000 SH   SOLE 0 2,000 0 0
ACTIVISION BLIZZARD IN COM Common 00507v109 420,080 8,900 SH   SOLE 0 8,900 0 0
ELECTRONIC ARTS INC COM Common 285512109 405,040 4,000 SH   SOLE 0 4,000 0 0
Bank of New York Mellon Corp. Common 064058100 348,785 7,900 SH   SOLE 0 7,900 0 0
Cincinnati Bell 6.75 percent Series B Preferred 171871403 333,554 9,000 SH   SOLE 0 9,000 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 318,350 100 SH   SOLE 0 100 0 0
Microsoft Corp Common 594918104 309,462 2,310 SH   SOLE 0 2,310 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred k38148b10 274,500 10,000 SH   SOLE 0 10,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 274,100 10,000 SH   SOLE 0 10,000 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 273,700 10,000 SH   SOLE 0 10,000 0 0
BANK AMER CORP DEP SHS PFD EE Preferred 060505260 265,700 10,000 SH   SOLE 0 10,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Preferred 38148b504 265,000 10,000 SH   SOLE 0 10,000 0 0
UNITED STATES CELLULAR SR NT 120163 Preferred 911684504 262,600 10,000 SH   SOLE 0 10,000 0 0
WELLS FARGO & CO NEW DEP PFD V 1/1000 Preferred 94988U730 261,800 10,000 SH   SOLE 0 10,000 0 0
Procter & Gamble Co Common 742718109 260,971 2,380 SH   SOLE 0 2,380 0 0
MORGAN STANLEY DEP 1/1000 PFD G Preferred 61762V507 253,600 10,000 SH   SOLE 0 10,000 0 0
NUTRIEN LTD COM Common 67077M108 243,777 4,560 SH   SOLE 0 4,560 0 0
Equifax Inc. Common 294429105 243,432 1,800 SH   SOLE 0 1,800 0 0
Royal Carriben Cruis Com Common v7780t103 242,420 2,000 SH   SOLE 0 2,000 0 0