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
FireEye, Inc. Common 31816q101 280,397,262 12,159,465 SH   SOLE 0 11,294,067 865,398 0
Axalta Coating Systems Ltd Common g0750c108 234,410,431 8,210,523 SH   SOLE 0 7,634,473 576,050 0
Graphic Packaging Holding Com Common 388689101 224,600,847 13,258,609 SH   SOLE 0 12,301,310 957,300 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 223,961,724 21,576,274 SH   SOLE 0 19,985,036 1,591,238 0
WPX Energy Inc. Common 98212b103 209,720,592 25,732,588 SH   SOLE 0 23,388,447 2,344,141 0
Hanesbrands, Inc. Common 410345102 175,129,307 12,011,612 SH   SOLE 0 11,065,609 946,003 0
Urban Outfitters, Inc. Common 917047102 172,316,620 6,731,118 SH   SOLE 0 6,243,518 487,600 0
FedEx Corporation Common 31428x106 158,545,520 610,683 SH   SOLE 0 609,483 1,200 0
Micron Technology Inc. Common 595112103 137,121,027 1,823,903 SH   SOLE 0 1,822,303 1,600 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 135,716,029 9,398,617 SH   SOLE 0 8,090,910 1,307,707 0
Albemarle Corp Common 012653101 132,082,589 895,353 SH   SOLE 0 832,499 62,855 0
AT&T Inc. Common 00206r102 127,667,049 4,439,049 SH   SOLE 0 4,435,549 3,500 0
Regions Financial Corp Common 7591ep100 126,807,609 7,866,477 SH   SOLE 0 7,859,477 7,000 0
Pfizer Inc. Common 717081103 123,537,679 3,356,090 SH   SOLE 0 3,353,690 2,400 0
Wabtec Corporation Common 929740108 123,268,653 1,683,998 SH   SOLE 0 1,682,698 1,300 0
Walt Disney Company Common 254687106 121,095,839 668,373 SH   SOLE 0 667,723 650 0
Perspecta Inc Common 715347100 120,222,072 4,992,611 SH   SOLE 0 4,312,944 679,667 0
Cadence Bancorporation Cl A Common 12739a100 118,699,408 7,228,953 SH   SOLE 0 6,072,453 1,156,500 0
Dupont de Nemours, Inc. Common 26614n102 112,562,938 1,582,941 SH   SOLE 0 1,581,641 1,300 0
Carter's Inc Common 146229109 110,309,962 1,172,637 SH   SOLE 0 1,029,067 143,570 0
Bank of America Corp Common 060505104 110,086,798 3,632,029 SH   SOLE 0 3,628,479 3,550 0
AMC Networks Inc. Common 00164V103 108,820,745 3,042,235 SH   SOLE 0 2,616,429 425,806 0
General Motors Company Common 37045v100 106,245,156 2,551,516 SH   SOLE 0 2,548,231 3,286 0
FLIR Systems Inc. Common 302445101 104,720,301 2,389,238 SH   SOLE 0 2,069,892 319,346 0
Berkshire Hathaway Inc. Cl B Common 084670702 103,597,892 446,793 SH   SOLE 0 446,343 450 0
Maxar Technologies Holdings Inc. Common 57778k105 92,137,098 2,387,590 SH   SOLE 0 2,081,778 305,812 0
ViacomCBS Inc. Common 92556h206 91,936,979 2,467,444 SH   SOLE 0 2,464,744 2,700 0
Compass Minerals International, Inc. Common 20451N101 85,829,683 1,390,630 SH   SOLE 0 1,195,733 194,897 0
Varex Imaging Corp Common 92214x106 73,396,286 4,400,257 SH   SOLE 0 3,546,367 853,890 0
Starbucks Corporation Common 855244109 67,740,163 633,204 SH   SOLE 0 632,804 400 0
PQ Group Holdings Inc. Common 73943t103 66,304,664 4,649,696 SH   SOLE 0 3,735,467 914,229 0
IMAX Corporation Common 45245e109 61,480,617 3,411,799 SH   SOLE 0 2,955,976 455,823 0
Ciena Corporation Common 171779309 56,220,561 1,063,776 SH   SOLE 0 917,026 146,750 0
Corning Inc. Common 219350105 50,282,172 1,396,727 SH   SOLE 0 1,394,777 1,950 0
iShares Trust Russell 2000 Value Index ETF 464287630 50,280,758 381,637 SH   SOLE 0 274,138 107,500 0
Liberty Braves Group (The) Cl C Common 531229888 41,232,404 1,657,251 SH   SOLE 0 1,416,251 241,000 0
BWX Technologies, Inc. Common 05605H100 39,364,708 653,031 SH   SOLE 0 562,202 90,829 0
GreenSky, Inc. Common 39572g100 32,526,425 7,025,146 SH   SOLE 0 5,831,580 1,193,566 0
Merck & Co., Inc. Common 58933y105 32,158,098 393,130 SH   SOLE 0 391,581 1,550 0
SPDR Trust Series 1 ETF 78462F103 22,078,680 59,052 SH   SOLE 0 59,053 0 0
ChannelAdvisor Corporation Common 159179100 15,944,955 997,807 SH   SOLE 0 843,846 153,961 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 13,464,410 1,184,205 SH   SOLE 0 1,132,205 52,000 0
Entegris, Inc. Common 29362U104 12,723,255 132,396 SH   SOLE 0 115,121 17,275 0
Liberty Media Corp Del Com A Braves Grp Cl A Common 531229706 9,490,814 381,617 SH   SOLE 0 311,817 69,800 0
Viatris Inc. Common 92556V106 7,618,147 406,518 SH   SOLE 0 406,221 297 0
iShares Russell 2000 ETF ETF 464287655 3,440,315 17,547 SH   SOLE 0 17,547 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,211,346 5,530 SH   SOLE 0 5,530 0 0
JPMorgan Chase 6.15 percent Pfd Preferred 48127v827 1,038,744 40,075 SH   SOLE 0 38,675 1,400 0
Thermo Fisher Scientific, Inc Common 883556102 1,020,058 2,190 SH   SOLE 0 2,190 0 0
CITIGROUP INC DEP SHS PFD S Preferred 172967317 971,280 38,000 SH   SOLE 0 37,100 900 0
Goldman Sachs Group Common 38141g104 672,460 2,550 SH   SOLE 0 2,550 0 0
WELLS FARGO & CO NEW PFD SER X CL A Preferred 94988U672 656,000 25,000 SH   SOLE 0 25,000 0 0
Live Nation Entertainment, Inc. Common 538034109 602,536 8,200 SH   SOLE 0 8,200 0 0
Apple Inc. Common 037833100 597,295 4,501 SH   SOLE 0 4,501 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 596,529 23,700 SH   SOLE 0 22,800 900 0
Vail Resorts Inc Com Common 91879q109 557,920 2,000 SH   SOLE 0 2,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 438,300 15,000 SH   SOLE 0 15,000 0 0
Apache corp Common 037411105 434,214 30,600 SH   SOLE 0 30,600 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 430,650 15,000 SH   SOLE 0 15,000 0 0
Microsoft Corp Common 594918104 404,387 1,818 SH   SOLE 0 1,818 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 401,940 6,000 SH   SOLE 0 6,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Preferred 38148b504 397,800 15,000 SH   SOLE 0 15,000 0 0
BANK AMER CORP DEP SHS PFD EE Preferred 060505260 380,100 15,000 SH   SOLE 0 15,000 0 0
Dell Computer Common 24703L202 366,450 5,000 SH   SOLE 0 5,000 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 347,815 100 SH   SOLE 0 100 0 0
Equifax Inc. Common 294429105 347,112 1,800 SH   SOLE 0 1,800 0 0
Devon Energy Corporation Common 25179m103 329,473 20,839 SH   SOLE 0 20,840 0 0
Procter & Gamble Co Common 742718109 324,343 2,331 SH   SOLE 0 2,331 0 0
Citigroup Inc. Common 172967424 321,865 5,220 SH   SOLE 0 5,220 0 0
PG&E CORP COM Common 69331C108 317,730 25,500 SH   SOLE 0 25,500 0 0
JP MORGAN CHASE AND CO Common 46625h100 302,426 2,380 SH   SOLE 0 2,380 0 0
EXXON MOBIL CORP COM Common 30231G102 284,418 6,900 SH   SOLE 0 6,900 0 0
Ciner Resources LP Common 172464109 282,481 22,437 SH   SOLE 0 22,437 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 281,200 10,000 SH   SOLE 0 10,000 0 0
UNITED STATES CELLULAR SR NT 120163 Preferred 911684504 253,000 10,000 SH   SOLE 0 10,000 0 0
CURIOSITYSTREAM INC COM CL A Common 23130Q107 237,150 17,000 SH   SOLE 0 17,000 0 0
NextEra Energy, Inc. Common 65339f101 236,079 3,060 SH   SOLE 0 3,060 0 0
OLIN CORP COM PAR $1 Common 680665205 221,040 9,000 SH   SOLE 0 9,000 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 219,672 700 SH   SOLE 0 700 0 0
NUTRIEN LTD COM Common 67077M108 219,609 4,560 SH   SOLE 0 4,560 0 0