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 291,447 19,391,018 SH   SOLE 0 18,566,780 824,238 0
Graphic Packaging Holding Com Common 388689101 248,931 12,421,725 SH   SOLE 0 11,891,125 530,600 0
Urban Outfitters, Inc. Common 917047102 237,867 9,472,995 SH   SOLE 0 9,097,145 375,850 0
Axalta Coating Systems Ltd Common g0750c108 232,952 9,477,301 SH   SOLE 0 9,087,301 390,000 0
Hanesbrands, Inc. Common 410345102 228,583 15,351,432 SH   SOLE 0 14,724,229 627,203 0
Regions Financial Corp Common 7591ep100 173,168 7,779,339 SH   SOLE 0 7,778,240 1,100 0
Berkshire Hathaway Inc. Cl B Common 084670702 166,096 470,648 SH   SOLE 0 470,568 80 0
General Motors Company Common 37045v100 161,629 3,695,232 SH   SOLE 0 3,694,447 786 0
FedEx Corporation Common 31428x106 159,753 690,404 SH   SOLE 0 689,545 860 0
Merck & Co., Inc. Common 58933y105 158,301 1,929,327 SH   SOLE 0 1,928,128 1,200 0
Walgreens Boots Alliance, Inc. Common 931427108 156,219 3,489,368 SH   SOLE 0 3,488,768 600 0
Coca Cola Company (The) Common 191216100 155,401 2,506,475 SH   SOLE 0 2,506,175 300 0
Westinghouse Air Brake Technologies Corp Common 929740108 140,708 1,463,114 SH   SOLE 0 1,463,115 0 0
AT&T Inc. Common 00206r102 139,102 5,886,659 SH   SOLE 0 5,885,859 800 0
Bank of America Corp Common 060505104 137,575 3,337,580 SH   SOLE 0 3,337,181 400 0
Alphabet Inc. Common 02079k107 112,085 40,131 SH   SOLE 0 40,131 0 0
Infinera Corporation Common 45667g103 109,231 12,598,788 SH   SOLE 0 11,579,073 1,019,715 0
Micron Technology Inc. Common 595112103 105,405 1,353,251 SH   SOLE 0 1,353,251 0 0
BWX Technologies, Inc. Common 05605H100 105,064 1,950,684 SH   SOLE 0 1,740,505 210,179 0
International Flavors & Fragrances Common 459506101 101,295 771,302 SH   SOLE 0 771,302 0 0
Carter's Inc Common 146229109 97,067 1,055,193 SH   SOLE 0 955,733 99,460 0
Mohawk Industries, Inc. Common 608190104 96,936 780,481 SH   SOLE 0 780,481 0 0
Corning Inc. Common 219350105 93,778 2,540,713 SH   SOLE 0 2,540,013 700 0
Devon Energy Corporation Common 25179m103 92,810 1,569,588 SH   SOLE 0 1,509,611 59,978 0
Walt Disney Company Common 254687106 92,695 675,813 SH   SOLE 0 675,613 200 0
Cadence Bancorporation Cl A Common 12740c103 86,635 2,960,859 SH   SOLE 0 2,663,939 296,920 0
Ortho Clinical Diagnostics Holdings Common g6829j107 85,697 4,592,531 SH   SOLE 0 4,112,560 479,971 0
TreeHouse Foods, Inc. Common 89469a104 84,787 2,628,233 SH   SOLE 0 2,341,101 287,132 0
Ingredion, Inc. Common 457187102 80,563 924,421 SH   SOLE 0 824,496 99,925 0
Madison Square Garden Sports Corp. Cl A Common 55825t103 78,886 439,817 SH   SOLE 0 393,427 46,390 0
Dupont de Nemours, Inc. Common 26614n102 67,138 912,454 SH   SOLE 0 912,454 0 0
Ecovyst Inc. Common 27923q109 67,042 5,799,456 SH   SOLE 0 5,049,169 750,287 0
Varex Imaging Corp Common 92214x106 66,985 3,146,292 SH   SOLE 0 2,808,498 337,794 0
Liberty Braves Grp COM K Cl C Common 531229888 60,174 2,155,987 SH   SOLE 0 1,840,656 315,331 0
Compass Minerals International, Inc. Common 20451N101 50,953 811,475 SH   SOLE 0 729,248 82,227 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 50,161 2,227,388 SH   SOLE 0 1,989,220 238,168 0
IMAX Corporation Common 45245e109 34,895 1,843,355 SH   SOLE 0 1,656,532 186,823 0
iShares Russell 2000 ETF ETF 464287655 28,858 140,587 SH   SOLE 0 139,468 1,120 0
EVO Payments, Inc. Common 26927E104 27,015 1,169,969 SH   SOLE 0 1,020,519 149,450 0
Ciena Corporation Common 171779309 24,241 399,826 SH   SOLE 0 358,776 41,050 0
iShares Russell 2000 Value Index ETF 464287630 18,382 113,893 SH   SOLE 0 51,493 62,400 0
SPDR Trust Series 1 ETF 78462F103 14,532 32,176 SH   SOLE 0 32,176 0 0
Liberty Braves Grp COM A Cl A Common 531229706 10,148 352,614 SH   SOLE 0 348,814 3,800 0
ChannelAdvisor Corporation Common 159179100 10,039 605,834 SH   SOLE 0 519,273 86,561 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 6,804 418,679 SH   SOLE 0 418,679 0 0
Goldman Sachs Group Common 38141g104 5,929 17,962 SH   SOLE 0 17,290 672 0
Thermo Fisher Scientific, Inc Common 883556102 1,294 2,190 SH   SOLE 0 2,190 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,159 5,030 SH   SOLE 0 5,030 0 0
Discovery Communications SER C Cl C Common 25470f302 1,065 42,670 SH   SOLE 0 42,670 0 0
Citigroup Inc. Common 172967424 775 14,520 SH   SOLE 0 14,520 0 0
Apple Inc. Common 037833100 742 4,250 SH   SOLE 0 4,250 0 0
Live Nation Entertainment, Inc. Common 538034109 565 4,800 SH   SOLE 0 4,800 0 0
Mandiant Inc Common 562662106 562 25,200 SH   SOLE 0 25,200 0 0
Microsoft Corp Common 594918104 545 1,766 SH   SOLE 0 1,766 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 529 100 SH   SOLE 0 100 0 0
Vail Resorts Inc Com Common 91879q109 521 2,000 SH   SOLE 0 2,000 0 0
JPMORGAN CHASE & CO 4.625 DEP PFD LL Preferred 48128b549 511 23,200 SH   SOLE 0 23,200 0 0
BARRICK GOLD CORPORATI COM Common 067901108 491 20,000 SH   SOLE 0 20,000 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 478 21,400 SH   SOLE 0 20,500 900 0
JPMORGAN CHASE & CO 4.20 percent DP PFD MM Preferred 48128b523 472 22,400 SH   SOLE 0 22,400 0 0
EXXON MOBIL CORP COM Common 30231G102 471 5,700 SH   SOLE 0 5,700 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 471 17,400 SH   SOLE 0 17,400 0 0
OLIN CORP COM PAR $1 Common 680665205 471 9,000 SH   SOLE 0 9,000 0 0
Equifax Inc. Common 294429105 427 1,800 SH   SOLE 0 1,800 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 399 15,000 SH   SOLE 0 15,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 395 15,000 SH   SOLE 0 15,000 0 0
JP MORGAN CHASE AND CO Common 46625h100 393 2,880 SH   SOLE 0 2,880 0 0
FORD MTR CO DEL CAL NT 59 Preferred 345370837 382 15,000 SH   SOLE 0 15,000 0 0
NUTRIEN LTD COM Common 67077M108 379 3,640 SH   SOLE 0 3,640 0 0
Pfizer Inc. Common 717081103 340 6,566 SH   SOLE 0 6,566 0 0
Procter & Gamble Co Common 742718109 333 2,181 SH   SOLE 0 2,182 0 0
Sisecam Resources LP Common 172464109 306 15,763 SH   SOLE 0 15,763 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 262 10,000 SH   SOLE 0 10,000 0 0
ELANCO ANIMAL HEALTH I COM Common 28414h103 261 10,000 SH   SOLE 0 10,000 0 0
NextEra Energy, Inc. Common 65339f101 259 3,060 SH   SOLE 0 3,060 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 254 700 SH   SOLE 0 701 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 252 4,200 SH   SOLE 0 4,200 0 0
Dell Computer Common 24703L202 251 5,000 SH   SOLE 0 5,000 0 0
VMWARE INC CL A COM Common 928563402 251 2,203 SH   SOLE 0 2,203 0 0
Albemarle Corp Common 012653101 216 975 SH   SOLE 0 975 0 0
DIAGEO P L C SPON ADR NEW Common 25243q205 203 1,000 SH   SOLE 0 1,000 0 0