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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Graphic Packaging Holding Com Common 388689101 171,642,617 14,069,067 SH   SOLE 0 12,967,667 1,101,400 0
FireEye, Inc. Common 31816q101 159,091,333 15,036,988 SH   SOLE 0 13,863,783 1,173,205 0
Axalta Coating Systems Ltd Common g0750c108 153,214,897 8,871,737 SH   SOLE 0 8,244,337 627,400 0
Urban Outfitters, Inc. Common 917047102 140,337,478 9,855,160 SH   SOLE 0 9,073,606 781,554 0
Hanesbrands, Inc. Common 410345102 130,438,743 16,574,173 SH   SOLE 0 15,239,273 1,334,900 0
FedEx Corporation Common 31428x106 126,690,992 1,044,788 SH   SOLE 0 1,043,088 1,700 0
Albemarle Corp Common 012653101 126,668,406 2,247,089 SH   SOLE 0 2,070,664 176,425 0
Pfizer Inc. Common 717081103 107,871,705 3,304,892 SH   SOLE 0 3,302,693 2,200 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 102,381,053 18,347,859 SH   SOLE 0 16,760,294 1,587,565 0
Walt Disney Company Common 254687106 90,429,587 936,124 SH   SOLE 0 935,374 750 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 87,741,681 12,463,307 SH   SOLE 0 10,717,486 1,745,821 0
Carter's Inc Common 146229109 77,315,569 1,176,260 SH   SOLE 0 1,014,890 161,370 0
Merck & Co., Inc. Common 58933y105 71,939,053 935,002 SH   SOLE 0 932,952 2,050 0
Berkshire Hathaway Inc. Cl B Common 084670702 71,287,245 389,910 SH   SOLE 0 389,600 310 0
Apple Inc. Common 037833100 69,932,546 275,010 SH   SOLE 0 274,781 230 0
AMC Networks Inc. Common 00164V103 69,792,988 2,870,958 SH   SOLE 0 2,432,654 438,304 0
Regions Financial Corp Common 7591ep100 68,165,039 7,599,224 SH   SOLE 0 7,592,824 6,400 0
Corning Inc. Common 219350105 67,727,794 3,297,361 SH   SOLE 0 3,293,911 3,450 0
General Motors Company Common 37045v100 64,858,862 3,121,215 SH   SOLE 0 3,117,830 3,386 0
Ciena Corporation Common 171779309 61,370,459 1,541,584 SH   SOLE 0 1,310,641 230,943 0
Compass Minerals International, Inc. Common 20451N101 60,493,536 1,572,486 SH   SOLE 0 1,355,518 216,968 0
Live Nation Entertainment, Inc. Common 538034109 59,934,282 1,318,396 SH   SOLE 0 1,215,001 103,395 0
Entegris, Inc. Common 29362U104 58,214,654 1,300,305 SH   SOLE 0 1,104,653 195,652 0
WPX Energy Inc. Common 98212b103 53,533,337 17,551,914 SH   SOLE 0 15,735,273 1,816,641 0
Cadence Bancorporation Cl A Common 12739a100 51,690,320 7,891,652 SH   SOLE 0 6,800,002 1,091,650 0
IMAX Corporation Common 45245e109 51,185,487 5,655,855 SH   SOLE 0 4,837,443 818,412 0
Bank of America Corp Common 060505104 51,153,897 2,409,510 SH   SOLE 0 2,407,460 2,050 0
PQ Group Holdings Inc. Common 73943t103 47,603,689 4,367,311 SH   SOLE 0 3,702,774 664,537 0
Dupont de Nemours, Inc. Common 26614n102 41,563,410 1,218,868 SH   SOLE 0 1,217,868 1,000 0
BWX Technologies, Inc. Common 05605H100 41,135,935 844,507 SH   SOLE 0 698,278 146,229 0
ViacomCBS Inc. Common 92556h206 40,556,358 2,894,815 SH   SOLE 0 2,892,115 2,700 0
Valvoline Inc. Common 92047w101 38,823,460 2,965,887 SH   SOLE 0 2,567,987 397,900 0
Maxar Technologies Holdings Inc. Common 57778k105 37,156,157 3,479,041 SH   SOLE 0 3,108,844 370,197 0
Perspecta Inc Common 715347100 33,690,502 1,847,067 SH   SOLE 0 1,566,900 280,167 0
Starbucks Corporation Common 855244109 32,544,587 495,050 SH   SOLE 0 494,650 400 0
Varex Imaging Corp Common 92214x106 31,374,046 1,381,508 SH   SOLE 0 1,063,539 317,969 0
Micron Technology Inc. Common 595112103 31,098,112 739,375 SH   SOLE 0 738,775 600 0
GreenSky, Inc. Common 39572g100 28,869,023 7,557,336 SH   SOLE 0 6,465,080 1,092,256 0
Liberty Braves Group (The) Cl C Common 531229888 27,673,347 1,451,907 SH   SOLE 0 1,239,707 212,200 0
ChannelAdvisor Corporation Common 159179100 27,236,674 3,751,608 SH   SOLE 0 3,348,785 402,823 0
Devon Energy Corporation Common 25179m103 19,393,163 2,806,535 SH   SOLE 0 2,799,486 7,050 0
Delta Air Lines, Inc. Common 247361702 11,265,469 394,864 SH   SOLE 0 394,564 300 0
Liberty Media Corp Del Com A Braves Grp Cl A Common 531229706 9,658,779 495,322 SH   SOLE 0 397,922 97,400 0
iShares Trust Russell 2000 Value Index ETF 464287630 9,411,886 114,737 SH   SOLE 0 46,037 68,700 0
SPDR Trust Series 1 ETF 78462F103 6,718,080 26,064 SH   SOLE 0 26,064 0 0
JPMorgan Chase 6.15 peercent Pfd Preferred 48127v827 1,156,271 45,975 SH   SOLE 0 44,575 1,400 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 1,139,365 19,149 SH   SOLE 0 19,149 0 0
CITIGROUP INC DEP SHS PFD S Preferred 172967317 1,073,144 42,400 SH   SOLE 0 41,500 900 0
Twitter Inc. Common 90184L102 977,488 39,800 SH   SOLE 0 39,800 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 828,620 5,780 SH   SOLE 0 5,780 0 0
Thermo Fisher Scientific, Inc Common 883556102 621,084 2,190 SH   SOLE 0 2,190 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 611,119 3,209 SH   SOLE 0 3,210 0 0
WELLS FARGO & CO NEW PFD SER X CL A Preferred 94988U672 607,500 25,000 SH   SOLE 0 25,000 0 0
Invesco KBW Bank ETF ETF 46138e628 502,800 15,000 SH   SOLE 0 15,000 0 0
SPDR S&P Oil & Gas Exploration & Prod ETF 78468r556 480,603 14,608 SH   SOLE 0 14,608 0 0
Goldman Sachs Group Common 38141g104 456,040 2,950 SH   SOLE 0 2,950 0 0
WELLS FARGO & CO NEW PFD SER Z CL A Preferred 94988u151 420,000 20,000 SH   SOLE 0 20,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 390,450 15,000 SH   SOLE 0 15,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 386,700 15,000 SH   SOLE 0 15,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Preferred 38148b504 381,300 15,000 SH   SOLE 0 15,000 0 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 376,504 61,925 SH   SOLE 0 59,925 2,000 0
BANK AMER CORP DEP SHS PFD EE Preferred 060505260 375,750 15,000 SH   SOLE 0 15,000 0 0
Facebook Inc. CL A Cl A Common 30303m102 350,280 2,100 SH   SOLE 0 2,100 0 0
Microsoft Corp Common 594918104 349,269 2,214 SH   SOLE 0 2,215 0 0
Vail Resorts Inc Com Common 91879q109 295,420 2,000 SH   SOLE 0 2,000 0 0
OCCIDENTAL PETE CP DEL COM Common 674599105 277,920 24,000 SH   SOLE 0 24,000 0 0
Caesars Entertainment Corp. Common 127686103 276,078 40,840 SH   SOLE 0 40,840 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 272,000 100 SH   SOLE 0 100 0 0
EXXON MOBIL CORP COM Common 30231G102 261,993 6,900 SH   SOLE 0 6,900 0 0
Ciner Resources LP Common 172464109 259,922 25,089 SH   SOLE 0 25,089 0 0
Procter & Gamble Co Common 742718109 256,364 2,330 SH   SOLE 0 2,331 0 0
WELLS FARGO & CO NEW DEP PFD V 1/1000 Preferred 94988U730 250,500 10,000 SH   SOLE 0 10,000 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 239,700 10,000 SH   SOLE 0 10,000 0 0
ELANCO ANIMAL HEALTH I COM Common 28414h103 223,900 10,000 SH   SOLE 0 10,000 0 0
UNITED STATES CELLULAR SR NT 120163 Preferred 911684504 217,100 10,000 SH   SOLE 0 10,000 0 0
Equifax Inc. Common 294429105 215,010 1,800 SH   SOLE 0 1,800 0 0
AT&T Inc. Common 00206r102 214,474 7,357 SH   SOLE 0 7,358 0 0
iShares Russell 2000 ETF ETF 464287655 205,670 1,796 SH   SOLE 0 1,047 750 0