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
Graphic Packaging Holding Com Common 388689101 208,223 10,157,230 SH   SOLE 0 9,749,619 407,611 0
Mohawk Industries, Inc. Common 608190104 189,426 1,526,522 SH   SOLE 0 1,461,032 65,490 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 186,589 21,131,214 SH   SOLE 0 20,238,776 892,438 0
Axalta Coating Systems Ltd Common g0750c108 183,731 8,309,872 SH   SOLE 0 7,960,973 348,900 0
Urban Outfitters, Inc. Common 917047102 178,022 9,540,275 SH   SOLE 0 9,129,325 410,950 0
Hanesbrands, Inc. Common 410345102 154,094 14,975,143 SH   SOLE 0 14,297,541 677,603 0
Carter's Inc Common 146229109 148,418 2,105,813 SH   SOLE 0 1,990,478 115,335 0
Regions Financial Corp Common 7591ep100 143,437 7,649,952 SH   SOLE 0 7,648,852 1,100 0
General Motors Company Common 37045v100 142,078 4,473,484 SH   SOLE 0 4,472,699 786 0
Alphabet Inc. Common 02079k107 134,736 61,595 SH   SOLE 0 61,545 50 0
Bank of America Corp Common 060505104 126,699 4,070,010 SH   SOLE 0 4,069,610 400 0
Berkshire Hathaway Inc. Cl B Common 084670702 125,166 458,451 SH   SOLE 0 458,372 80 0
Walgreens Boots Alliance, Inc. Common 931427108 118,332 3,122,213 SH   SOLE 0 3,121,613 600 0
Corning Inc. Common 219350105 110,637 3,511,157 SH   SOLE 0 3,510,458 700 0
Micron Technology Inc. Common 595112103 105,803 1,913,956 SH   SOLE 0 1,913,956 0 0
FedEx Corporation Common 31428x106 104,727 461,940 SH   SOLE 0 461,151 790 0
Walt Disney Company Common 254687106 103,975 1,101,427 SH   SOLE 0 1,101,227 200 0
AT&T Inc. Common 00206r102 100,560 4,797,691 SH   SOLE 0 4,796,892 800 0
Dupont de Nemours, Inc. Common 26614n102 97,150 1,747,933 SH   SOLE 0 1,747,933 0 0
Westinghouse Air Brake Technologies Corp Common 929740108 91,079 1,109,643 SH   SOLE 0 1,109,643 0 0
International Flavors & Fragrances Common 459506101 90,225 757,427 SH   SOLE 0 757,427 0 0
TreeHouse Foods, Inc. Common 89469a104 89,069 2,129,808 SH   SOLE 0 1,892,976 236,832 0
BWX Technologies, Inc. Common 05605H100 88,840 1,612,638 SH   SOLE 0 1,432,009 180,629 0
SPDR Trust Series 1 ETF 78462F103 87,819 232,787 SH   SOLE 0 232,787 0 0
Merck & Co., Inc. Common 58933y105 86,667 950,609 SH   SOLE 0 949,409 1,200 0
Infinera Corporation Common 45667g103 81,621 15,227,728 SH   SOLE 0 13,806,713 1,421,015 0
Varex Imaging Corp Common 92214x106 70,823 3,311,023 SH   SOLE 0 2,923,429 387,594 0
Ingredion, Inc. Common 457187102 69,645 789,986 SH   SOLE 0 704,661 85,325 0
Cadence Bank Cl A Common 12740c103 68,804 2,930,314 SH   SOLE 0 2,633,394 296,920 0
Devon Energy Corporation Common 25179m103 66,750 1,211,205 SH   SOLE 0 1,162,803 48,403 0
Madison Square Garden Sports Corp. Cl A Common 55825t103 65,793 435,717 SH   SOLE 0 389,227 46,490 0
Ultra Clean Holdings, Inc. Common 90385v107 60,866 2,044,536 SH   SOLE 0 1,814,236 230,300 0
Ecovyst Inc. Common 27923q109 56,769 5,763,356 SH   SOLE 0 4,993,069 770,287 0
EVO Payments, Inc. Common 26927E104 55,645 2,365,871 SH   SOLE 0 2,101,257 264,614 0
Liberty Braves Grp COM K Cl C Common 531229888 51,340 2,139,187 SH   SOLE 0 1,823,856 315,331 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 32,423 2,186,288 SH   SOLE 0 1,950,020 236,268 0
IMAX Corporation Common 45245e109 30,043 1,778,755 SH   SOLE 0 1,591,932 186,823 0
Compass Minerals International, Inc. Common 20451N101 27,728 783,503 SH   SOLE 0 701,276 82,227 0
iShares Russell 2000 Value Index ETF 464287630 14,118 103,693 SH   SOLE 0 41,293 62,400 0
ChannelAdvisor Corporation Common 159179100 13,841 949,310 SH   SOLE 0 782,649 166,661 0
iShares Russell 2000 ETF ETF 464287655 10,012 59,117 SH   SOLE 0 58,198 920 0
Liberty Braves Grp COM A Cl A Common 531229706 8,760 348,314 SH   SOLE 0 344,514 3,800 0
Goldman Sachs Group Common 38141g104 5,276 17,762 SH   SOLE 0 17,090 672 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 3,878 416,579 SH   SOLE 0 416,579 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,172 5,030 SH   SOLE 0 5,030 0 0
Thermo Fisher Scientific, Inc Common 883556102 1,153 2,122 SH   SOLE 0 2,122 0 0
JPMORGAN CHASE & CO 6 DEP NCM PFD EE Preferred 48128b648 766 30,000 SH   SOLE 0 28,800 1,200 0
Citigroup Inc. Common 172967424 668 14,520 SH   SOLE 0 14,520 0 0
Apple Inc. Common 037833100 581 4,250 SH   SOLE 0 4,250 0 0
JP MORGAN CHASE AND CO Common 46625h100 550 4,880 SH   SOLE 0 4,880 0 0
EXXON MOBIL CORP COM Common 30231G102 488 5,700 SH   SOLE 0 5,700 0 0
JPMORGAN CHASE & CO 4.625 DEP PFD LL Preferred 48128b549 461 23,200 SH   SOLE 0 23,200 0 0
Microsoft Corp Common 594918104 454 1,767 SH   SOLE 0 1,767 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 452 21,800 SH   SOLE 0 20,900 900 0
BARRICK GOLD CORPORATI COM Common 067901108 439 24,800 SH   SOLE 0 24,800 0 0
Vail Resorts Inc Com Common 91879q109 436 2,000 SH   SOLE 0 2,000 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 433 17,400 SH   SOLE 0 17,400 0 0
OLIN CORP COM PAR $1 Common 680665205 417 9,000 SH   SOLE 0 9,000 0 0
JPMORGAN CHASE & CO 4.20 percent DP PFD MM Preferred 48128b523 415 22,400 SH   SOLE 0 22,400 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 409 100 SH   SOLE 0 100 0 0
Live Nation Entertainment, Inc. Common 538034109 396 4,800 SH   SOLE 0 4,800 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 390 15,000 SH   SOLE 0 15,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 386 15,000 SH   SOLE 0 15,000 0 0
FORD MTR CO DEL CAL NT 59 Preferred 345370837 360 15,000 SH   SOLE 0 15,000 0 0
Equifax Inc. Common 294429105 329 1,800 SH   SOLE 0 1,800 0 0
Procter & Gamble Co Common 742718109 314 2,182 SH   SOLE 0 2,182 0 0
NUTRIEN LTD COM Common 67077M108 290 3,640 SH   SOLE 0 3,640 0 0
Sisecam Resources LP Common 172464109 273 15,763 SH   SOLE 0 15,763 0 0
PARAMOUNT GLOBAL CLASS B COM Cl B Common 92556h206 271 11,000 SH   SOLE 0 11,000 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 253 10,000 SH   SOLE 0 10,000 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 246 4,200 SH   SOLE 0 4,200 0 0
NextEra Energy, Inc. Common 65339f101 237 3,060 SH   SOLE 0 3,060 0 0