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
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 280,493,510 21,743,683 SH   SOLE 0 20,139,445 0 1,604,238
Axalta Coating Systems Ltd Common g0750c108 279,059,169 9,434,049 SH   SOLE 0 8,713,399 0 720,650
Graphic Packaging Holding Com Common 388689101 269,332,661 14,831,093 SH   SOLE 0 13,616,794 0 1,214,300
FireEye, Inc. Common 31816q101 267,646,952 13,676,390 SH   SOLE 0 12,649,942 0 1,026,448
Hanesbrands, Inc. Common 410345102 260,736,421 13,255,537 SH   SOLE 0 12,171,734 0 1,083,803
Urban Outfitters, Inc. Common 917047102 235,305,778 6,327,125 SH   SOLE 0 5,852,725 0 474,400
Devon Energy Corporation Common 25179m103 198,626,718 9,090,467 SH   SOLE 0 8,339,375 0 751,093
FedEx Corporation Common 31428x106 184,945,829 651,126 SH   SOLE 0 649,926 0 1,200
AT&T Inc. Common 00206r102 181,804,979 6,006,111 SH   SOLE 0 6,001,611 0 4,500
Regions Financial Corp Common 7591ep100 177,661,517 8,599,299 SH   SOLE 0 8,592,299 0 7,000
Micron Technology Inc. Common 595112103 158,066,145 1,791,930 SH   SOLE 0 1,790,330 0 1,600
Wabtec Corporation Common 929740108 153,534,341 1,939,544 SH   SOLE 0 1,938,044 0 1,500
Carter's Inc Common 146229109 152,156,295 1,710,967 SH   SOLE 0 1,480,107 0 230,860
General Motors Company Common 37045v100 147,960,403 2,575,015 SH   SOLE 0 2,571,730 0 3,286
Cadence Bancorporation Cl A Common 12739a100 146,278,322 7,056,359 SH   SOLE 0 5,899,859 0 1,156,500
Bank of America Corp Common 060505104 143,838,827 3,717,726 SH   SOLE 0 3,714,176 0 3,550
Walgreens Boots Alliance, Inc. Common 931427108 141,894,450 2,584,598 SH   SOLE 0 2,581,973 0 2,625
Berkshire Hathaway Inc. Cl B Common 084670702 137,297,242 537,430 SH   SOLE 0 536,980 0 450
Pfizer Inc. Common 717081103 130,201,330 3,593,743 SH   SOLE 0 3,591,344 0 2,400
FLIR Systems Inc. Common 302445101 129,894,439 2,300,238 SH   SOLE 0 1,980,892 0 319,346
Allscripts Healthcare Solutions, Inc. Common 01988p108 127,128,476 8,466,765 SH   SOLE 0 7,262,958 0 1,203,807
Walt Disney Company Common 254687106 123,166,750 667,498 SH   SOLE 0 666,848 0 650
Perspecta Inc Common 715347100 105,738,949 3,639,895 SH   SOLE 0 3,026,228 0 613,667
Madison Square Garden Sports Corp. Cl A Common 55825t103 93,522,348 521,132 SH   SOLE 0 443,752 0 77,380
Varex Imaging Corp Common 92214x106 90,886,611 4,435,657 SH   SOLE 0 3,581,767 0 853,890
Ingredion, Inc. Common 457187102 86,173,303 958,333 SH   SOLE 0 804,733 0 153,600
International Flavors & Fragrances Common 459506101 83,828,824 600,450 SH   SOLE 0 599,960 0 490
Ortho Clinical Diagnostics Holdings Common g6829j107 79,284,428 4,109,066 SH   SOLE 0 3,490,300 0 618,766
PQ Group Holdings Inc. Common 73943t103 79,104,576 4,736,801 SH   SOLE 0 3,822,572 0 914,229
Coca Cola Company (The) Common 191216100 79,089,510 1,500,465 SH   SOLE 0 1,499,265 0 1,200
Starbucks Corporation Common 855244109 71,339,415 652,872 SH   SOLE 0 652,473 0 400
Corning Inc. Common 219350105 64,246,125 1,476,582 SH   SOLE 0 1,474,633 0 1,950
Compass Minerals International, Inc. Common 20451N101 62,892,354 1,002,748 SH   SOLE 0 858,196 0 144,552
Dupont de Nemours, Inc. Common 26614n102 60,091,476 777,581 SH   SOLE 0 776,964 0 617
Ciena Corporation Common 171779309 58,395,870 1,067,176 SH   SOLE 0 920,426 0 146,750
IMAX Corporation Common 45245e109 57,200,921 2,845,817 SH   SOLE 0 2,444,594 0 401,223
iShares Russell 2000 ETF ETF 464287655 54,341,807 245,957 SH   SOLE 0 244,437 0 1,520
Liberty Braves Grp COM K Cl C Common 531229888 52,384,058 1,882,964 SH   SOLE 0 1,611,233 0 271,731
Merck & Co., Inc. Common 58933y105 48,603,609 630,478 SH   SOLE 0 628,929 0 1,550
GreenSky, Inc. Common 39572g100 48,545,582 7,842,582 SH   SOLE 0 6,451,216 0 1,391,366
BWX Technologies, Inc. Common 05605H100 43,403,752 658,231 SH   SOLE 0 567,402 0 90,829
iShares Russell 2000 Value Index ETF 464287630 28,915,529 181,322 SH   SOLE 0 55,223 0 126,100
ChannelAdvisor Corporation Common 159179100 23,498,354 997,807 SH   SOLE 0 843,846 0 153,961
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 16,141,589 1,079,705 SH   SOLE 0 1,027,705 0 52,000
SPDR Trust Series 1 ETF 78462F103 15,614,369 39,397 SH   SOLE 0 39,397 0 0
Entegris, Inc. Common 29362U104 14,768,332 132,096 SH   SOLE 0 114,821 0 17,275
Liberty Braves Grp COM A Cl A Common 531229706 11,823,581 414,717 SH   SOLE 0 344,917 0 69,800
Arko Corp Common 041242108 11,508,025 1,157,749 SH   SOLE 0 700,289 0 457,460
Viatris Inc. Common 92556V106 5,265,544 376,918 SH   SOLE 0 376,621 0 297
Goldman Sachs Group Common 38141g104 3,858,600 11,800 SH   SOLE 0 11,800 0 0
Citigroup Inc. Common 172967424 2,489,505 34,220 SH   SOLE 0 34,220 0 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,260,840 5,530 SH   SOLE 0 5,530 0 0
JPMorgan Chase 6.15 percent Pfd Preferred 48127v827 1,022,714 40,075 SH   SOLE 0 38,675 0 1,400
S&P Midcap 400 ETF ETF 78467y107 999,705 2,100 SH   SOLE 0 2,100 0 0
Thermo Fisher Scientific, Inc Common 883556102 999,472 2,190 SH   SOLE 0 2,190 0 0
WELLS FARGO & CO NEW PFD SER X CL A Preferred 94988U672 645,000 25,000 SH   SOLE 0 25,000 0 0
Live Nation Entertainment, Inc. Common 538034109 626,410 7,400 SH   SOLE 0 7,400 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609 593,685 23,700 SH   SOLE 0 22,800 0 900
Vail Resorts Inc Com Common 91879q109 583,320 2,000 SH   SOLE 0 2,000 0 0
Apple Inc. Common 037833100 549,850 4,501 SH   SOLE 0 4,501 0 0
ViacomCBS Inc. Common 92556h206 502,865 11,150 SH   SOLE 0 11,150 0 0
Albemarle Corp Common 012653101 441,690 3,023 SH   SOLE 0 3,023 0 0
Dell Computer Common 24703L202 440,750 5,000 SH   SOLE 0 5,000 0 0
Microsoft Corp Common 594918104 428,913 1,819 SH   SOLE 0 1,819 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 428,700 15,000 SH   SOLE 0 15,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 425,100 15,000 SH   SOLE 0 15,000 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103 417,948 17,400 SH   SOLE 0 17,400 0 0
FORD MTR CO DEL CAL NT 59 Common 345370837 395,400 15,000 SH   SOLE 0 15,000 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 385,702 100 SH   SOLE 0 100 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Preferred 38148b504 381,150 15,000 SH   SOLE 0 15,000 0 0
BANK AMER CORP DEP SHS PFD EE Preferred 060505260 375,000 15,000 SH   SOLE 0 15,000 0 0
APA Corp Common 037411105 368,740 20,600 SH   SOLE 0 20,600 0 0
OLIN CORP COM PAR $1 Common 680665205 341,730 9,000 SH   SOLE 0 9,000 0 0
Equifax Inc. Common 294429105 326,034 1,800 SH   SOLE 0 1,800 0 0
EXXON MOBIL CORP COM Common 30231G102 318,231 5,700 SH   SOLE 0 5,700 0 0
PAN AMERN SILVER CORP COM Common 697900108 300,300 10,000 SH   SOLE 0 10,000 0 0
PG&E CORP COM Common 69331C108 298,605 25,500 SH   SOLE 0 25,500 0 0
BARRICK GOLD CORPORATI COM Common 067901108 297,000 15,000 SH   SOLE 0 15,000 0 0
Procter & Gamble Co Common 742718109 295,406 2,181 SH   SOLE 0 2,181 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 282,400 10,000 SH   SOLE 0 10,000 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 266,700 4,200 SH   SOLE 0 4,200 0 0
UNITED STATES CELLULAR SR NT 120163 Preferred 911684504 254,800 10,000 SH   SOLE 0 10,000 0 0
NextEra Energy, Inc. Common 65339f101 231,366 3,060 SH   SOLE 0 3,060 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 223,509 700 SH   SOLE 0 700 0 0
Ciner Resources LP Common 172464109 214,890 16,723 SH   SOLE 0 16,723 0 0
General Electric Com Common 369604103 209,685 15,969 SH   SOLE 0 15,970 0 0
Cooper Companies, Inc. Common 216648402 201,647 525 SH   SOLE 0 525 0 0