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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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
Hanesbrands, Inc. Common 410345102 198,832,375 17,611,370 SH   SOLE 0 16,382,171 1,229,200 0
Axalta Coating Systems Ltd Common g0750c108 195,311,435 8,661,261 SH   SOLE 0 8,085,611 575,650 0
FireEye, Inc. Common 31816q101 182,784,614 15,013,110 SH   SOLE 0 13,977,905 1,035,205 0
Graphic Packaging Holding Com Common 388689101 175,662,450 12,556,286 SH   SOLE 0 11,642,587 913,700 0
Urban Outfitters, Inc. Common 917047102 161,919,492 10,638,600 SH   SOLE 0 9,862,150 776,450 0
Albemarle Corp Common 012653101 159,591,586 2,066,980 SH   SOLE 0 1,928,256 138,725 0
FedEx Corporation Common 31428x106 137,985,173 984,062 SH   SOLE 0 982,362 1,700 0
WPX Energy Inc. Common 98212b103 129,118,650 20,238,033 SH   SOLE 0 18,366,392 1,871,641 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500 127,775,175 18,707,932 SH   SOLE 0 17,276,594 1,431,338 0
Walt Disney Company Common 254687106 104,508,743 937,214 SH   SOLE 0 936,464 750 0
Pfizer Inc. Common 717081103 104,037,223 3,181,566 SH   SOLE 0 3,179,166 2,400 0
Carter's Inc Common 146229109 97,583,247 1,209,210 SH   SOLE 0 1,065,240 143,970 0
Regions Financial Corp Common 7591ep100 89,272,783 8,028,128 SH   SOLE 0 8,021,028 7,100 0
AMC Networks Inc. Common 00164V103 86,860,612 3,713,579 SH   SOLE 0 3,243,149 470,430 0
Micron Technology Inc. Common 595112103 84,499,755 1,640,135 SH   SOLE 0 1,638,835 1,300 0
Compass Minerals International, Inc. Common 20451N101 80,704,601 1,655,479 SH   SOLE 0 1,456,457 199,022 0
Perspecta Inc Common 715347100 79,591,020 3,426,217 SH   SOLE 0 3,006,350 419,867 0
Allscripts Healthcare Solutions, Inc. Common 01988p108 78,432,386 11,585,286 SH   SOLE 0 10,103,886 1,481,400 0
Berkshire Hathaway Inc. Cl B Common 084670702 73,636,446 412,506 SH   SOLE 0 412,056 450 0
Cadence Bancorporation Cl A Common 12739a100 72,990,983 8,238,260 SH   SOLE 0 7,082,760 1,155,500 0
Dupont de Nemours, Inc. Common 26614n102 71,861,072 1,352,551 SH   SOLE 0 1,351,552 1,000 0
Bank of America Corp Common 060505104 71,388,557 3,005,834 SH   SOLE 0 3,002,784 3,050 0
Corning Inc. Common 219350105 67,112,157 2,591,203 SH   SOLE 0 2,588,053 3,150 0
Maxar Technologies Holdings Inc. Common 57778k105 61,986,695 3,451,375 SH   SOLE 0 3,128,538 322,837 0
General Motors Company Common 37045v100 61,935,632 2,448,048 SH   SOLE 0 2,444,763 3,286 0
Entegris, Inc. Common 29362U104 60,857,402 1,030,608 SH   SOLE 0 900,833 129,775 0
Varex Imaging Corp Common 92214x106 59,735,586 3,942,943 SH   SOLE 0 3,365,604 577,339 0
PQ Group Holdings Inc. Common 73943t103 59,235,468 4,473,978 SH   SOLE 0 3,850,899 623,079 0
Ciena Corporation Common 171779309 55,957,624 1,033,191 SH   SOLE 0 907,241 125,950 0
ViacomCBS Inc. Common 92556h206 55,546,734 2,381,935 SH   SOLE 0 2,379,235 2,700 0
IMAX Corporation Common 45245e109 49,017,081 4,372,621 SH   SOLE 0 3,844,398 528,223 0
BWX Technologies, Inc. Common 05605H100 46,963,679 829,161 SH   SOLE 0 694,932 134,229 0
ChannelAdvisor Corporation Common 159179100 41,770,270 2,637,012 SH   SOLE 0 2,323,851 313,161 0
Starbucks Corporation Common 855244109 40,163,214 545,770 SH   SOLE 0 545,370 400 0
Wabtec Corporation Common 929740108 36,904,787 641,042 SH   SOLE 0 640,642 400 0
Apple Inc. Common 037833100 33,234,373 91,102 SH   SOLE 0 90,983 120 0
GreenSky, Inc. Common 39572g100 33,121,064 6,759,401 SH   SOLE 0 5,912,445 846,956 0
Live Nation Entertainment, Inc. Common 538034109 32,737,394 738,493 SH   SOLE 0 687,474 51,019 0
Liberty Braves Group (The) Cl C Common 531229888 32,393,221 1,640,994 SH   SOLE 0 1,399,994 241,000 0
Devon Energy Corporation Common 25179m103 29,655,057 2,615,084 SH   SOLE 0 2,608,034 7,050 0
Merck & Co., Inc. Common 58933y105 25,663,181 331,865 SH   SOLE 0 330,316 1,550 0
SPDR Trust Series 1 ETF 78462F103 17,693,704 57,380 SH   SOLE 0 57,380 0 0
Liberty Media Corp Del Com A Braves Grp Cl A Common 531229706 9,365,050 466,387 SH   SOLE 0 397,787 68,600 0
iShares Trust Russell 2000 Value Index ETF 464287630 8,969,961 92,037 SH   SOLE 0 35,037 57,000 0
JPMorgan Chase 6.15 percent Pfd Preferred 48127v827 1,168,224 45,975 SH   SOLE 0 44,575 1,400 0
CITIGROUP INC DEP SHS PFD S Preferred 172967317 1,085,864 42,400 SH   SOLE 0 41,500 900 0
Constellation Brands Inc. - A Cl A Common 21036p108 1,011,211 5,780 SH   SOLE 0 5,780 0 0
Thermo Fisher Scientific, Inc Common 883556102 793,524 2,190 SH   SOLE 0 2,190 0 0
WELLS FARGO & CO NEW PFD SER X CL A Preferred 94988U672 628,250 25,000 SH   SOLE 0 25,000 0 0
GILEAD SCIENCES INC COM Common 375558103 592,438 7,700 SH   SOLE 0 7,700 0 0
Goldman Sachs Group Common 38141g104 582,979 2,950 SH   SOLE 0 2,950 0 0
Citigroup Inc. Common 172967424 522,242 10,220 SH   SOLE 0 10,220 0 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401 458,864 61,925 SH   SOLE 0 59,925 2,000 0
Microsoft Corp Common 594918104 451,960 2,220 SH   SOLE 0 2,221 0 0
OCCIDENTAL PETE CP DEL COM Common 674599105 439,200 24,000 SH   SOLE 0 24,000 0 0
CITIGROUP INC DEP SHS RP PFD K Preferred k17296734 396,150 15,000 SH   SOLE 0 15,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER K Preferred 38148b108 392,400 15,000 SH   SOLE 0 15,000 0 0
GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Preferred 38148b504 389,250 15,000 SH   SOLE 0 15,000 0 0
BANK AMER CORP DEP SHS PFD EE Preferred 060505260 387,600 15,000 SH   SOLE 0 15,000 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889 370,800 6,000 SH   SOLE 0 6,000 0 0
Vail Resorts Inc Com Common 91879q109 364,300 2,000 SH   SOLE 0 2,000 0 0
Ciner Resources LP Common 172464109 319,884 25,089 SH   SOLE 0 25,089 0 0
Discovery Communications, Inc. Common 25470F104 316,500 15,000 SH   SOLE 0 15,000 0 0
Equifax Inc. Common 294429105 309,384 1,800 SH   SOLE 0 1,800 0 0
EXXON MOBIL CORP COM Common 30231G102 308,568 6,900 SH   SOLE 0 6,900 0 0
Procter & Gamble Co Common 742718109 278,693 2,330 SH   SOLE 0 2,331 0 0
Berkshire Hathaway Inc. Cl A Common 084990175 267,300 100 SH   SOLE 0 100 0 0
iShares Russell 2000 ETF ETF 464287655 257,304 1,797 SH   SOLE 0 1,047 750 0
UNITED STATES CELLULAR SR NT 120163 Preferred 911684504 255,700 10,000 SH   SOLE 0 10,000 0 0
WELLS FARGO & CO NEW DEP PFD V 1/1000 Preferred 94988U730 254,700 10,000 SH   SOLE 0 10,000 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506 248,400 10,000 SH   SOLE 0 10,000 0 0