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
Hanesbrands, Inc. Common 410345102 184,308,876 11,702,150 SH   SOLE 0 10,877,948 824,203 0
Urban Outfitters, Inc. Common 917047102 184,106,631 8,847,027 SH   SOLE 0 8,210,664 636,363 0
Axalta Coating Systems Ltd Common g0750c108 183,230,970 8,264,816 SH   SOLE 0 7,688,766 576,050 0
Fireeye, Inc. Common 31816q101 181,412,342 14,695,208 SH   SOLE 0 13,660,003 1,035,205 0
Graphic Packaging Holding Com Common 388689101 179,996,856 12,774,794 SH   SOLE 0 11,846,395 928,400 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 170,414,480 19,542,945 SH   SOLE 0 18,106,307 1,436,638 0
Fedex Corporation Common 31428x106 150,864,462 599,811 SH   SOLE 0 598,611 1,200 0
Pfizer Inc. Common 717081103 121,714,666 3,316,475 SH   SOLE 0 3,314,076 2,400 0
Wpx Energy Inc. Common 98212b103 115,870,814 23,647,105 SH   SOLE 0 21,415,064 2,232,041 0
At&T Inc. Common 00206r102 111,602,783 3,914,513 SH   SOLE 0 3,911,014 3,500 0
Carter's Inc Common 146229109 109,405,691 1,263,637 SH   SOLE 0 1,103,067 160,570 0
Albemarle Corp Common 012653101 102,572,879 1,148,889 SH   SOLE 0 1,071,615 77,275 0
Perspecta Inc Common 715347100 96,291,328 4,950,711 SH   SOLE 0 4,303,044 647,667 0
Regions Financial Corp Common 7591ep100 96,186,361 8,342,269 SH   SOLE 0 8,335,169 7,100 0
Wabtec Corporation Common 929740108 95,550,640 1,544,128 SH   SOLE 0 1,542,928 1,200 0
Berkshire Hathaway Inc. Cl B Common 084670702 91,146,411 428,038 SH   SOLE 0 427,588 450 0
Walt Disney Company Common 254687106 90,638,218 730,482 SH   SOLE 0 729,832 650 0
Amc Networks Inc. Common 00164V103 89,914,426 3,638,787 SH   SOLE 0 3,136,257 502,530 0
Compass Minerals International, Inc. Common 20451N101 88,030,650 1,483,246 SH   SOLE 0 1,284,224 199,022 0
Micron Technology Inc. Common 595112103 85,834,615 1,827,824 SH   SOLE 0 1,826,224 1,600 0
Bank Of America Corp Common 060505104 85,704,824 3,557,693 SH   SOLE 0 3,554,143 3,550 0
Dupont De Nemours, Inc. Common 26614n102 85,553,097 1,542,052 SH   SOLE 0 1,540,753 1,300 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 85,349,414 10,485,186 SH   SOLE 0 8,965,986 1,519,200 0
General Motors Company Common 37045v100 75,397,590 2,548,076 SH   SOLE 0 2,544,791 3,286 0
Flir Systems Inc. Common 302445101 71,689,818 1,999,716 SH   SOLE 0 1,737,916 261,800 0
Viacomcbs Inc. Common 92556h206 69,739,338 2,489,801 SH   SOLE 0 2,487,101 2,700 0
Cadence Bancorporation Cl A Common 12739a100 63,448,832 7,386,360 SH   SOLE 0 6,230,860 1,155,500 0
Maxar Technologies Holdings Inc. Common 57778k105 60,465,259 2,424,429 SH   SOLE 0 2,118,592 305,837 0
Varex Imaging Corp Common 92214x106 55,069,064 4,329,329 SH   SOLE 0 3,560,440 768,889 0
Starbucks Corporation Common 855244109 54,952,026 639,572 SH   SOLE 0 639,172 400 0
Corning Inc. Common 219350105 45,039,820 1,389,689 SH   SOLE 0 1,387,739 1,950 0
Pq Group Holdings Inc. Common 73943t103 42,175,248 4,110,648 SH   SOLE 0 3,406,369 704,279 0
Imax Corporation Common 45245e109 42,125,201 3,522,174 SH   SOLE 0 3,060,151 462,023 0
Ishares Trust Russell 2000 Value Index ETF 464287630 38,772,223 390,337 SH   SOLE 0 282,837 107,500 0
Bwx Technologies, Inc. Common 05605H100 37,639,349 668,431 SH   SOLE 0 577,602 90,829 0
Ciena Corporation Common 171779309 36,247,924 913,276 SH   SOLE 0 794,426 118,850 0
Liberty Braves Group (The) Cl C Common 531229888 33,975,144 1,617,094 SH   SOLE 0 1,376,094 241,000 0
Merck & Co., Inc. Common 58933y105 31,597,545 380,922 SH   SOLE 0 379,373 1,550 0
Greensky, Inc. Common 39572g100 26,636,163 5,999,136 SH   SOLE 0 5,152,180 846,956 0
Entegris, Inc. Common 29362U104 16,870,570 226,938 SH   SOLE 0 196,863 30,075 0
Channeladvisor Corporation Common 159179100 14,854,930 1,026,602 SH   SOLE 0 872,641 153,961 0
Devon Energy Corporation Common 25179m103 13,868,885 1,466,055 SH   SOLE 0 1,459,806 6,250 0
Liberty Media Corp Del Com A Braves Grp Cl A Common 531229706 7,966,074 381,517 SH   SOLE 0 311,717 69,800 0
Spdr Trust Series 1 ETF 78462F103 5,585,502 16,678 SH   SOLE 0 16,679 0 0
Jpmorgan Chase 6.15 percent Pfd Preferred 48127v827 1,123,699 44,275 SH   SOLE 0 42,875 1,400 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,095,367 5,780 SH   SOLE 0 5,780 0 0
Citigroup Inc Dep Shs Pfd S Preferred 172967317 1,037,610 40,500 SH   SOLE 0 39,600 900 0
Thermo Fisher Scientific, Inc Common 883556102 966,928 2,190 SH   SOLE 0 2,190 0 0
Ishares Russell 2000 Etf ETF 464287655 785,973 5,247 SH   SOLE 0 5,247 0 0
Wells Fargo & Co New Pfd Ser X Cl A Preferred 94988U672 650,000 25,000 SH   SOLE 0 25,000 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 621,732 26,300 SH   SOLE 0 25,400 900 0
Apple Inc. Common 037833100 579,224 5,001 SH   SOLE 0 5,002 0 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 571,644 60,300 SH   SOLE 0 58,300 2,000 0
Jp Morgan Chase And Co Common 46625h100 566,067 5,880 SH   SOLE 0 5,880 0 0
Twitter Inc. Common 90184L102 480,600 10,800 SH   SOLE 0 10,800 0 0
Live Nation Entertainment, Inc. Common 538034109 457,980 8,500 SH   SOLE 0 8,500 0 0
Pg&E Corp Com Common 69331C108 436,635 46,500 SH   SOLE 0 46,500 0 0
Vail Resorts Inc Com Common 91879q109 427,940 2,000 SH   SOLE 0 2,000 0 0
Goldman Sachs Group In Dep 1/1000 Ser K Preferred 38148b108 422,400 15,000 SH   SOLE 0 15,000 0 0
Pinterest, Inc. Common 72352L106 415,100 10,000 SH   SOLE 0 10,000 0 0
Citigroup Inc Dep Shs Rp Pfd K Preferred k17296734 414,450 15,000 SH   SOLE 0 15,000 0 0
Goldman Sachs Group In Dep 1/1000 Ser N Preferred 38148b504 389,100 15,000 SH   SOLE 0 15,000 0 0
Bank Amer Corp Dep Shs Pfd Ee Preferred 060505260 388,200 15,000 SH   SOLE 0 15,000 0 0
Mid Amer Apt Cmntys In Pfd Ser I 8.5 percent Preferred 59522J889 387,000 6,000 SH   SOLE 0 6,000 0 0
Microsoft Corp Common 594918104 382,156 1,816 SH   SOLE 0 1,817 0 0
Discovery Communications, Inc. Common 25470F104 326,550 15,000 SH   SOLE 0 15,000 0 0
Procter & Gamble Co Common 742718109 323,982 2,330 SH   SOLE 0 2,331 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 320,001 100 SH   SOLE 0 100 0 0
Ciner Resources Lp Common 172464109 313,863 25,089 SH   SOLE 0 25,089 0 0
Equifax Inc. Common 294429105 282,420 1,800 SH   SOLE 0 1,800 0 0
Regions Finl Corp New Dep Shs Pfd B Preferred 7591ep506 277,000 10,000 SH   SOLE 0 10,000 0 0
United States Cellular Sr Nt 120163 Preferred 911684504 260,000 10,000 SH   SOLE 0 10,000 0 0
Wells Fargo & Co New Dep Pfd V 1/1000 Preferred 94988U730 253,400 10,000 SH   SOLE 0 10,000 0 0
Proshares Tr Short Qqq New ETF 74347b714 248,250 15,000 SH   SOLE 0 15,000 0 0
Exxon Mobil Corp Com Common 30231G102 236,877 6,900 SH   SOLE 0 6,900 0 0
Occidental Pete Cp Del Com Common 674599105 215,215 21,500 SH   SOLE 0 21,500 0 0
Nextera Energy, Inc. Common 65339f101 212,333 765 SH   SOLE 0 765 0 0
Goldman Sachs Group Common 38141g104 211,018 1,050 SH   SOLE 0 1,050 0 0
S&P Midcap 400 Etf ETF 78467y107 203,298 600 SH   SOLE 0 600 0 0