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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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
Urban Outfitters, Inc. Common 917047102 177,605 9,038,408 SH   SOLE 0 8,626,458 411,950 0
Graphic Packaging Holding Com Common 388689101 177,274 8,980,425 SH   SOLE 0 8,572,814 407,611 0
Carter's Inc Common 146229109 171,518 2,617,390 SH   SOLE 0 2,493,155 124,235 0
Axalta Coating Systems Ltd Common g0750c108 164,002 7,787,348 SH   SOLE 0 7,420,748 366,600 0
Mohawk Industries, Inc. Common 608190104 156,821 1,719,721 SH   SOLE 0 1,637,331 82,390 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 141,495 20,358,933 SH   SOLE 0 19,436,895 922,038 0
Regions Financial Corp Common 7591ep100 130,141 6,484,334 SH   SOLE 0 6,483,234 1,100 0
Alphabet Inc. Common 02079k107 128,699 1,338,519 SH   SOLE 0 1,336,969 1,550 0
Berkshire Hathaway Inc. Cl B Common 084670702 125,034 468,255 SH   SOLE 0 468,175 80 0
Bank of America Corp Common 060505104 124,328 4,116,820 SH   SOLE 0 4,116,420 400 0
Walt Disney Company Common 254687106 115,623 1,225,727 SH   SOLE 0 1,225,527 200 0
General Motors Company Common 37045v100 114,437 3,566,120 SH   SOLE 0 3,565,334 786 0
Micron Technology Inc. Common 595112103 110,504 2,205,659 SH   SOLE 0 2,205,659 0 0
Corning Inc. Common 219350105 104,484 3,600,396 SH   SOLE 0 3,599,696 700 0
Dupont de Nemours, Inc. Common 26614n102 103,143 2,046,497 SH   SOLE 0 2,046,497 0 0
Hanesbrands, Inc. Common 410345102 97,114 13,953,122 SH   SOLE 0 13,275,519 677,603 0
Infinera Corporation Common 45667g103 86,753 17,924,169 SH   SOLE 0 16,348,454 1,575,715 0
Walgreens Boots Alliance, Inc. Common 931427108 86,164 2,744,070 SH   SOLE 0 2,743,470 600 0
Westinghouse Air Brake Technologies Corp Common 929740108 84,149 1,034,408 SH   SOLE 0 1,034,408 0 0
International Flavors & Fragrances Common 459506101 68,350 752,509 SH   SOLE 0 752,509 0 0
Devon Energy Corporation Common 25179m103 66,310 1,102,774 SH   SOLE 0 1,054,411 48,363 0
FedEx Corporation Common 31428x106 65,103 438,492 SH   SOLE 0 437,702 790 0
AT&T Inc. Common 00206r102 60,415 3,938,389 SH   SOLE 0 3,937,589 800 0
BWX Technologies, Inc. Common 05605H100 60,311 1,197,350 SH   SOLE 0 1,016,721 180,629 0
TreeHouse Foods, Inc. Common 89469a104 58,937 1,389,377 SH   SOLE 0 1,166,745 222,632 0
Varex Imaging Corp Common 92214x106 56,389 2,667,430 SH   SOLE 0 2,265,836 401,594 0
Ingredion, Inc. Common 457187102 55,272 686,442 SH   SOLE 0 583,817 102,625 0
Cadence Bank Cl A Common 12740c103 53,643 2,111,083 SH   SOLE 0 1,814,163 296,920 0
Ultra Clean Holdings, Inc. Common 90385v107 53,251 2,068,005 SH   SOLE 0 1,760,310 307,695 0
Merck & Co., Inc. Common 58933y105 49,429 573,957 SH   SOLE 0 572,757 1,200 0
Liberty Braves Grp COM K Cl C Common 531229888 45,288 1,646,830 SH   SOLE 0 1,331,499 315,331 0
Madison Square Garden Sports Corp. Cl A Common 55825t103 42,446 310,597 SH   SOLE 0 264,107 46,490 0
Ecovyst Inc. Common 27923q109 39,833 4,719,526 SH   SOLE 0 3,949,239 770,287 0
Sensata Technologies Holding plc Common g8060n102 36,702 984,499 SH   SOLE 0 943,899 40,600 0
Compass Minerals International, Inc. Common 20451N101 33,351 865,585 SH   SOLE 0 734,158 131,427 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 26,375 1,731,768 SH   SOLE 0 1,457,200 274,568 0
IMAX Corporation Common 45245e109 16,976 1,202,277 SH   SOLE 0 1,015,454 186,823 0
Univar Solutions Inc. Common 91336L107 13,803 607,000 SH   SOLE 0 518,000 89,000 0
Elanco Animal Health Inc Common 28414h103 9,005 725,600 SH   SOLE 0 605,600 120,000 0
iShares Russell 2000 ETF ETF 464287655 8,653 52,467 SH   SOLE 0 51,547 920 0
iShares Russell 2000 Value Index ETF 464287630 8,199 63,593 SH   SOLE 0 18,493 45,100 0
SPDR Trust Series 1 ETF 78462F103 7,641 21,392 SH   SOLE 0 21,392 0 0
Liberty Braves Grp COM A Cl A Common 531229706 7,393 262,614 SH   SOLE 0 258,814 3,800 0
Goldman Sachs Group Common 38141g104 4,912 16,762 SH   SOLE 0 16,090 672 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 2,830 380,939 SH   SOLE 0 380,939 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,155 5,030 SH   SOLE 0 5,030 0 0
Thermo Fisher Scientific, Inc Common 883556102 1,076 2,122 SH   SOLE 0 2,122 0 0
JPMORGAN CHASE & CO 6 DEP NCM PFD EE Preferred 48128b648 749 30,000 SH   SOLE 0 28,800 1,200 0
Citigroup Inc. Common 172967424 605 14,520 SH   SOLE 0 14,520 0 0
Apple Inc. Common 037833100 587 4,250 SH   SOLE 0 4,250 0 0
ChannelAdvisor Corporation Common 159179100 543 23,950 SH   SOLE 0 21,350 2,600 0
JPMORGAN CHASE & CO 4.625 DEP PFD LL Preferred 48128b549 452 23,200 SH   SOLE 0 23,200 0 0
Vail Resorts Inc Com Common 91879q109 431 2,000 SH   SOLE 0 2,000 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 422 21,800 SH   SOLE 0 20,900 900 0
Microsoft Corp Common 594918104 415 1,783 SH   SOLE 0 1,783 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 406 100 SH   SOLE 0 100 0 0
JP MORGAN CHASE AND CO Common 46625h100 405 3,880 SH   SOLE 0 3,880 0 0
JPMORGAN CHASE & CO 4.20 percent DP PFD MM Preferred 48128b523 404 22,400 SH   SOLE 0 22,400 0 0
OLIN CORP COM PAR $1 Common 680665205 386 9,000 SH   SOLE 0 9,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 384 15,000 SH   SOLE 0 15,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 377 15,000 SH   SOLE 0 15,000 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 374 17,400 SH   SOLE 0 17,400 0 0
Live Nation Entertainment, Inc. Common 538034109 365 4,800 SH   SOLE 0 4,800 0 0
FORD MTR CO DEL CAL NT 59 Preferred 345370837 349 15,000 SH   SOLE 0 15,000 0 0
EXXON MOBIL CORP COM Common 30231G102 323 3,700 SH   SOLE 0 3,700 0 0
Equifax Inc. Common 294429105 309 1,800 SH   SOLE 0 1,800 0 0
NUTRIEN LTD COM Common 67077M108 304 3,640 SH   SOLE 0 3,640 0 0
CHARTER COMMUNICATIONS CL A Cl A Common 16119P108 303 1,000 SH   SOLE 0 1,000 0 0
Ralph Lauren Corporation CL A Common 751212101 297 3,500 SH   SOLE 0 3,500 0 0
Comcast Corp A Common 20030N101 249 8,500 SH   SOLE 0 8,500 0 0
Procter & Gamble Co Common 742718109 276 2,182 SH   SOLE 0 2,182 0 0
META PLATFORMS INC CL A Common 30303m102 258 1,900 SH   SOLE 0 1,900 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 256 10,000 SH   SOLE 0 10,000 0 0
Albemarle Corp Common 012653101 253 955 SH   SOLE 0 955 0 0
Sisecam Resources LP Common 172464109 251 12,763 SH   SOLE 0 12,763 0 0
NextEra Energy, Inc. Common 65339f101 240 3,060 SH   SOLE 0 3,060 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 233 4,200 SH   SOLE 0 4,200 0 0