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
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 332,729 21,619,810 SH   SOLE 0 20,795,572 824,238 0
Mandiant Inc Common 562662106 280,767 16,007,268 SH   SOLE 0 15,437,320 569,948 0
Axalta Coating Systems Ltd Common g0750c108 278,288 8,402,429 SH   SOLE 0 8,097,579 304,850 0
Urban Outfitters, Inc. Common 917047102 265,796 9,052,994 SH   SOLE 0 8,723,294 329,700 0
Graphic Packaging Holding Com Common 388689101 251,445 12,894,638 SH   SOLE 0 12,364,038 530,600 0
Hanesbrands, Inc. Common 410345102 233,741 13,979,743 SH   SOLE 0 13,406,640 573,103 0
General Motors Company Common 37045v100 195,980 3,342,658 SH   SOLE 0 3,341,873 786 0
FedEx Corporation Common 31428x106 188,347 728,218 SH   SOLE 0 727,359 860 0
Regions Financial Corp Common 7591ep100 187,311 8,592,254 SH   SOLE 0 8,591,155 1,100 0
Berkshire Hathaway Inc. Cl B Common 084670702 167,436 559,988 SH   SOLE 0 559,908 80 0
Walgreens Boots Alliance, Inc. Common 931427108 165,921 3,181,004 SH   SOLE 0 3,180,404 600 0
Coca Cola Company (The) Common 191216100 164,278 2,774,502 SH   SOLE 0 2,774,202 300 0
Wabtec Corporation Common 929740108 160,197 1,739,197 SH   SOLE 0 1,739,198 0 0
AT&T Inc. Common 00206r102 149,558 6,079,595 SH   SOLE 0 6,078,795 800 0
Merck & Co., Inc. Common 58933y105 144,100 1,880,216 SH   SOLE 0 1,879,017 1,200 0
Bank of America Corp Common 060505104 142,768 3,208,993 SH   SOLE 0 3,208,594 400 0
Micron Technology Inc. Common 595112103 142,083 1,525,315 SH   SOLE 0 1,525,315 0 0
Ortho Clinical Diagnostics Holdings Common g6829j107 127,224 5,947,831 SH   SOLE 0 5,467,860 479,971 0
Ingredion, Inc. Common 457187102 126,410 1,308,052 SH   SOLE 0 1,208,327 99,725 0
Cadence Bancorporation Cl A Common 12740c103 120,674 4,050,833 SH   SOLE 0 3,752,913 297,920 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 116,000 6,287,236 SH   SOLE 0 5,730,668 556,568 0
Walt Disney Company Common 254687106 115,285 744,305 SH   SOLE 0 744,105 200 0
Devon Energy Corporation Common 25179m103 112,572 2,555,544 SH   SOLE 0 2,466,477 89,068 0
BWX Technologies, Inc. Common 05605H100 111,497 2,328,670 SH   SOLE 0 2,126,391 202,279 0
Carter's Inc Common 146229109 111,076 1,097,376 SH   SOLE 0 1,014,416 82,960 0
Madison Square Garden Sports Corp. Cl A Common 55825t103 101,140 582,167 SH   SOLE 0 535,977 46,190 0
Infinera Corporation Common 45667g103 95,515 9,959,815 SH   SOLE 0 9,072,300 887,515 0
Varex Imaging Corp Common 92214x106 93,955 2,977,970 SH   SOLE 0 2,731,255 246,715 0
International Flavors & Fragrances Common 459506101 93,365 619,745 SH   SOLE 0 619,745 0 0
Compass Minerals International, Inc. Common 20451N101 75,001 1,468,306 SH   SOLE 0 1,330,799 137,507 0
Ciena Corporation Common 171779309 72,808 945,926 SH   SOLE 0 865,976 79,950 0
Corning Inc. Common 219350105 72,750 1,954,070 SH   SOLE 0 1,953,370 700 0
TreeHouse Foods, Inc. Common 89469a104 72,116 1,779,324 SH   SOLE 0 1,624,892 154,432 0
Dupont de Nemours, Inc. Common 26614n102 71,726 887,916 SH   SOLE 0 887,916 0 0
Liberty Braves Grp COM K Cl C Common 531229888 60,617 2,157,187 SH   SOLE 0 1,841,856 315,331 0
Starbucks Corporation Common 855244109 60,424 516,575 SH   SOLE 0 516,576 0 0
Ecovyst Inc. Common 27923q109 55,953 5,464,159 SH   SOLE 0 4,714,172 749,987 0
IMAX Corporation Common 45245e109 46,212 2,590,367 SH   SOLE 0 2,403,544 186,823 0
iShares Russell 2000 ETF ETF 464287655 32,083 144,227 SH   SOLE 0 143,108 1,120 0
ChannelAdvisor Corporation Common 159179100 20,601 834,734 SH   SOLE 0 728,773 105,961 0
EVO Payments, Inc. Common 26927E104 14,343 560,256 SH   SOLE 0 453,306 106,950 0
Liberty Braves Grp COM A Cl A Common 531229706 10,138 352,614 SH   SOLE 0 348,814 3,800 0
SPDR Trust Series 1 ETF 78462F103 10,040 21,138 SH   SOLE 0 21,139 0 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 7,506 451,083 SH   SOLE 0 451,083 0 0
GreenSky, Inc. Common 39572g100 6,335 557,700 SH   SOLE 0 525,100 32,600 0
iShares Russell 2000 Value Index ETF 464287630 5,146 30,992 SH   SOLE 0 30,993 0 0
Thermo Fisher Scientific, Inc Common 883556102 1,461 2,190 SH   SOLE 0 2,190 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,262 5,030 SH   SOLE 0 5,030 0 0
Goldman Sachs Group Common 38141g104 1,205 3,150 SH   SOLE 0 3,150 0 0
Discovery Communications SER C Cl C Common 25470f302 977 42,670 SH   SOLE 0 42,670 0 0
Citigroup Inc. Common 172967424 877 14,520 SH   SOLE 0 14,520 0 0
Apple Inc. Common 037833100 755 4,250 SH   SOLE 0 4,250 0 0
Vail Resorts Inc Com Common 91879q109 656 2,000 SH   SOLE 0 2,000 0 0
JPMORGAN CHASE & CO 4.625 DEP PFD LL Preferred 48128b549 606 23,200 SH   SOLE 0 23,200 0 0
Microsoft Corp Common 594918104 594 1,765 SH   SOLE 0 1,765 0 0
Live Nation Entertainment, Inc. Common 538034109 575 4,800 SH   SOLE 0 4,800 0 0
JPMORGAN CHASE & CO 4.20 percent DP PFD MM Preferred 48128b523 572 22,400 SH   SOLE 0 22,400 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 543 21,400 SH   SOLE 0 20,500 900 0
Equifax Inc. Common 294429105 527 1,800 SH   SOLE 0 1,800 0 0
OLIN CORP COM PAR $1 Common 680665205 518 9,000 SH   SOLE 0 9,000 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 467 17,400 SH   SOLE 0 17,400 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 451 100 SH   SOLE 0 100 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 423 15,000 SH   SOLE 0 15,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 415 15,000 SH   SOLE 0 15,000 0 0
FORD MTR CO DEL CAL NT 59 Preferred 345370837 406 15,000 SH   SOLE 0 15,000 0 0
Pfizer Inc. Common 717081103 405 6,856 SH   SOLE 0 6,856 0 0
BARRICK GOLD CORPORATI COM Common 067901108 380 20,000 SH   SOLE 0 20,000 0 0
APA Corp Common 037411105 363 13,500 SH   SOLE 0 13,500 0 0
Procter & Gamble Co Common 742718109 357 2,181 SH   SOLE 0 2,182 0 0
EXXON MOBIL CORP COM Common 30231G102 349 5,700 SH   SOLE 0 5,700 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 289 10,000 SH   SOLE 0 10,000 0 0
NextEra Energy, Inc. Common 65339f101 286 3,060 SH   SOLE 0 3,060 0 0
ELANCO ANIMAL HEALTH I COM Common 28414h103 284 10,000 SH   SOLE 0 10,000 0 0
Dell Computer Common 24703L202 281 5,000 SH   SOLE 0 5,000 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 279 700 SH   SOLE 0 701 0 0
NUTRIEN LTD COM Common 67077M108 274 3,640 SH   SOLE 0 3,640 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 265 4,200 SH   SOLE 0 4,200 0 0
Ciner Resources LP Common 172464109 260 15,763 SH   SOLE 0 15,763 0 0
VMWARE INC CL A COM Common 928563402 255 2,203 SH   SOLE 0 2,203 0 0
Albemarle Corp Common 012653101 228 975 SH   SOLE 0 975 0 0
DIAGEO P L C SPON ADR NEW Common 25243q205 220 1,000 SH   SOLE 0 1,000 0 0