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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Hanesbrands, Inc.Common410345102198,832,37517,611,370SH SOLE016,382,1711,229,2000
Axalta Coating Systems LtdCommong0750c108195,311,4358,661,261SH SOLE08,085,611575,6500
FireEye, Inc.Common31816q101182,784,61415,013,110SH SOLE013,977,9051,035,2050
Graphic Packaging Holding ComCommon388689101175,662,45012,556,286SH SOLE011,642,587913,7000
Urban Outfitters, Inc.Common917047102161,919,49210,638,600SH SOLE09,862,150776,4500
Albemarle CorpCommon012653101159,591,5862,066,980SH SOLE01,928,256138,7250
FedEx CorporationCommon31428x106137,985,173984,062SH SOLE0982,3621,7000
WPX Energy Inc.Common98212b103129,118,65020,238,033SH SOLE018,366,3921,871,6410
Lions Gate Entertainment Corp. Cl BCl B Common535919500127,775,17518,707,932SH SOLE017,276,5941,431,3380
Walt Disney CompanyCommon254687106104,508,743937,214SH SOLE0936,4647500
Pfizer Inc.Common717081103104,037,2233,181,566SH SOLE03,179,1662,4000
Carter's IncCommon14622910997,583,2471,209,210SH SOLE01,065,240143,9700
Regions Financial CorpCommon7591ep10089,272,7838,028,128SH SOLE08,021,0287,1000
AMC Networks Inc.Common00164V10386,860,6123,713,579SH SOLE03,243,149470,4300
Micron Technology Inc.Common59511210384,499,7551,640,135SH SOLE01,638,8351,3000
Compass Minerals International, Inc.Common20451N10180,704,6011,655,479SH SOLE01,456,457199,0220
Perspecta IncCommon71534710079,591,0203,426,217SH SOLE03,006,350419,8670
Allscripts Healthcare Solutions, Inc.Common01988p10878,432,38611,585,286SH SOLE010,103,8861,481,4000
Berkshire Hathaway Inc. Cl BCommon08467070273,636,446412,506SH SOLE0412,0564500
Cadence BancorporationCl A Common12739a10072,990,9838,238,260SH SOLE07,082,7601,155,5000
Dupont de Nemours, Inc.Common26614n10271,861,0721,352,551SH SOLE01,351,5521,0000
Bank of America CorpCommon06050510471,388,5573,005,834SH SOLE03,002,7843,0500
Corning Inc.Common21935010567,112,1572,591,203SH SOLE02,588,0533,1500
Maxar Technologies Holdings Inc.Common57778k10561,986,6953,451,375SH SOLE03,128,538322,8370
General Motors CompanyCommon37045v10061,935,6322,448,048SH SOLE02,444,7633,2860
Entegris, Inc.Common29362U10460,857,4021,030,608SH SOLE0900,833129,7750
Varex Imaging CorpCommon92214x10659,735,5863,942,943SH SOLE03,365,604577,3390
PQ Group Holdings Inc.Common73943t10359,235,4684,473,978SH SOLE03,850,899623,0790
Ciena CorporationCommon17177930955,957,6241,033,191SH SOLE0907,241125,9500
ViacomCBS Inc.Common92556h20655,546,7342,381,935SH SOLE02,379,2352,7000
IMAX CorporationCommon45245e10949,017,0814,372,621SH SOLE03,844,398528,2230
BWX Technologies, Inc.Common05605H10046,963,679829,161SH SOLE0694,932134,2290
ChannelAdvisor CorporationCommon15917910041,770,2702,637,012SH SOLE02,323,851313,1610
Starbucks CorporationCommon85524410940,163,214545,770SH SOLE0545,3704000
Wabtec CorporationCommon92974010836,904,787641,042SH SOLE0640,6424000
Apple Inc.Common03783310033,234,37391,102SH SOLE090,9831200
GreenSky, Inc.Common39572g10033,121,0646,759,401SH SOLE05,912,445846,9560
Live Nation Entertainment, Inc.Common53803410932,737,394738,493SH SOLE0687,47451,0190
Liberty Braves Group (The)Cl C Common53122988832,393,2211,640,994SH SOLE01,399,994241,0000
Devon Energy CorporationCommon25179m10329,655,0572,615,084SH SOLE02,608,0347,0500
Merck & Co., Inc.Common58933y10525,663,181331,865SH SOLE0330,3161,5500
SPDR Trust Series 1ETF78462F10317,693,70457,380SH SOLE057,38000
Liberty Media Corp Del Com A Braves GrpCl A Common5312297069,365,050466,387SH SOLE0397,78768,6000
iShares Trust Russell 2000 Value IndexETF4642876308,969,96192,037SH SOLE035,03757,0000
JPMorgan Chase 6.15 percent PfdPreferred48127v8271,168,22445,975SH SOLE044,5751,4000
CITIGROUP INC DEP SHS PFD SPreferred1729673171,085,86442,400SH SOLE041,5009000
Constellation Brands Inc. - ACl A Common21036p1081,011,2115,780SH SOLE05,78000
Thermo Fisher Scientific, IncCommon883556102793,5242,190SH SOLE02,19000
WELLS FARGO & CO NEW PFD SER X CL APreferred94988U672628,25025,000SH SOLE025,00000
GILEAD SCIENCES INC COMCommon375558103592,4387,700SH SOLE07,70000
Goldman Sachs GroupCommon38141g104582,9792,950SH SOLE02,95000
Citigroup Inc.Common172967424522,24210,220SH SOLE010,22000
Lions Gate Entertainment Corp. Cl ACl A Common535919401458,86461,925SH SOLE059,9252,0000
Microsoft CorpCommon594918104451,9602,220SH SOLE02,22100
OCCIDENTAL PETE CP DEL COMCommon674599105439,20024,000SH SOLE024,00000
CITIGROUP INC DEP SHS RP PFD KPreferredk17296734396,15015,000SH SOLE015,00000
GOLDMAN SACHS GROUP IN DEP 1/1000 SER KPreferred38148b108392,40015,000SH SOLE015,00000
GOLDMAN SACHS GROUP IN DEP 1/1000 SER NPreferred38148b504389,25015,000SH SOLE015,00000
BANK AMER CORP DEP SHS PFD EEPreferred060505260387,60015,000SH SOLE015,00000
MID AMER APT CMNTYS IN PFD SER I 8.5 percentPreferred59522J889370,8006,000SH SOLE06,00000
Vail Resorts Inc ComCommon91879q109364,3002,000SH SOLE02,00000
Ciner Resources LPCommon172464109319,88425,089SH SOLE025,08900
Discovery Communications, Inc.Common25470F104316,50015,000SH SOLE015,00000
Equifax Inc.Common294429105309,3841,800SH SOLE01,80000
EXXON MOBIL CORP COMCommon30231G102308,5686,900SH SOLE06,90000
Procter & Gamble CoCommon742718109278,6932,330SH SOLE02,33100
Berkshire Hathaway Inc. Cl ACommon084990175267,300100SH SOLE010000
iShares Russell 2000 ETFETF464287655257,3041,797SH SOLE01,0477500
UNITED STATES CELLULAR SR NT 120163Preferred911684504255,70010,000SH SOLE010,00000
WELLS FARGO & CO NEW DEP PFD V 1/1000Preferred94988U730254,70010,000SH SOLE010,00000
REGIONS FINL CORP NEW DEP SHS PFD BPreferred7591ep506248,40010,000SH SOLE010,00000