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
VERIZON COMMUNICATIONS INC COM 92343V104 85,368 1,390,366 SH   SOLE 0 948,520 0 441,846
T-MOBILE US INC COM 872590104 82,905 1,057,189 SH   SOLE 0 701,925 0 355,264
COMCAST CORP-CLASS A CL A 20030N101 71,779 1,596,158 SH   SOLE 0 1,104,463 0 491,695
SPRINT CORP COM 85207U105 41,456 7,956,965 SH   SOLE 0 5,784,028 0 2,172,937
MELLANOX TECHNOLOGIES LTD SHS M51363113 33,804 288,483 SH   SOLE 0 221,447 0 67,036
LYFT INC-A CL A COM 55087P104 30,406 706,786 SH   SOLE 0 542,081 0 164,705
BERKSHIRE HATHAWAY INC CL B 084670702 22,488 99,285 SH   SOLE 0 79,285 0 20,000
WELLS FARGO & CO COM 949746101 19,718 366,500 SH   SOLE 0 258,000 0 108,500
OCCIDENTAL PETROLEUM CORP COM 674599105 15,943 386,869 SH   SOLE 0 262,014 0 124,855
CITIGROUP INC COM NEW 172967424 13,646 170,808 SH   SOLE 0 86,000 0 84,808
NORDSTROM INC COM 655664100 13,425 328,003 SH   SOLE 0 219,000 0 109,003
GOLDMAN SACHS GROUP INC COM 38141G104 13,146 57,173 SH   SOLE 0 29,890 0 27,283
ALTRIA GROUP INC COM 02209S103 13,017 260,804 SH   SOLE 0 140,305 0 120,499
GAMESTOP CORP-CLASS A CL A 36467W109 12,937 2,127,876 SH   SOLE 0 1,528,811 0 599,065
OFFICE PROPERTIES INCOME TRU COM SHS BEN INT 67623C109 11,690 363,730 SH   SOLE 0 273,374 0 90,356
AT&T INC COM 00206R102 11,635 297,711 SH   SOLE 0 138,437 0 159,274
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 11,582 274,000 SH   SOLE 0 194,000 0 80,000
EXPRESS INC COM 30219E103 11,199 2,299,546 SH   SOLE 0 1,595,070 0 704,476
KROGER CO COM 501044101 9,494 327,500 SH   SOLE 0 256,000 0 71,500
FITBIT INC - A CL A 33812L102 9,178 1,397,000 SH   SOLE 0 1,151,300 0 245,700
NEWS CORP - CLASS A CL A 65249B109 8,922 631,000 SH   SOLE 0 490,000 0 141,000
PHILIP MORRIS INTERNATIONAL COM 718172109 8,798 103,400 SH   SOLE 0 54,000 0 49,400
ABERCROMBIE & FITCH CO-CL A CL A 002896207 8,784 508,033 SH   SOLE 0 371,333 0 136,700
FOX CORP - CLASS A CL A COM 35137L105 8,052 217,201 SH   SOLE 0 149,201 0 68,000
MORGAN STANLEY COM NEW 617446448 8,009 156,679 SH   SOLE 0 76,679 0 80,000
LOGMEIN INC COM 54142L109 7,202 84,000 SH   SOLE 0 84,000 0 0
FOX CORP - CLASS B CL B COM 35137L204 6,903 189,644 SH   SOLE 0 141,644 0 48,000
CIGNA CORP COM 125523100 6,380 31,200 SH   SOLE 0 25,000 0 6,200
MOLSON COORS BEVERAGE CO - B CL B 60871R209 6,161 114,298 SH   SOLE 0 92,298 0 22,000
MACY'S INC COM 55616P104 5,984 352,000 SH   SOLE 0 277,000 0 75,000
CVS HEALTH CORP COM 126650100 5,720 77,000 SH   SOLE 0 43,000 0 34,000
ETRADE FINANCIAL CORP COM NEW 269246401 5,636 124,218 SH   SOLE 0 68,000 0 56,218
VIACOMCBS INC - CLASS B CL B 92556H206 5,549 132,203 SH   SOLE 0 87,675 0 44,528
SIGNET JEWELERS LTD SHS G81276100 5,422 249,400 SH   SOLE 0 194,400 0 55,000
SUNCOR ENERGY INC COM 867224107 5,262 160,420 SH   SOLE 0 123,000 0 37,420
FACEBOOK INC-CLASS A CL A 30303M102 5,254 25,600 SH   SOLE 0 16,000 0 9,600
NETFLIX INC COM 64110L106 5,242 16,200 SH   SOLE 0 10,900 0 5,300
AVX CORP COM 002444107 5,060 247,203 SH   SOLE 0 185,000 0 62,203
RMR GROUP INC/THE - A CL A 74967R106 4,711 103,213 SH   SOLE 0 97,213 0 6,000
GENERAL MOTORS CO COM 37045V100 4,392 120,000 SH   SOLE 0 41,000 0 79,000
JETBLUE AIRWAYS CORP COM 477143101 4,380 234,000 SH   SOLE 0 204,000 0 30,000
AMERICA MOVIL-SPN ADR CL L SPON ADR L SHS 02364W105 4,260 266,247 SH   SOLE 0 230,247 0 36,000
XEROX HOLDINGS CORP COM 98421M106 4,165 112,972 SH   SOLE 0 112,972 0 0
SCULPTOR CAPITAL MANAGEMENT COM 811246107 4,003 181,117 SH   SOLE 0 146,900 0 34,217
TIFFANY & CO COM 886547108 3,925 29,365 SH   SOLE 0 29,365 0 0
AMBAC FINANCIAL GROUP INC COM NEW 023139884 3,904 180,969 SH   SOLE 0 162,568 0 18,401
UNITED PARCEL SERVICE-CL B CL B 911312106 3,746 32,000 SH   SOLE 0 32,000 0 0
FRANKLIN RESOURCES INC COM 354613101 3,674 141,400 SH   SOLE 0 124,400 0 17,000
DEUTSCHE BANK AG-REGISTERED NAMEN AKT D18190898 3,649 469,000 SH   SOLE 0 389,000 0 80,000
WIDEOPENWEST INC COM 96758W101 3,607 486,184 SH   SOLE 0 371,000 0 115,184
TRIBUNE PUBLISHING CO COM 89609W107 3,342 253,978 SH   SOLE 0 166,223 0 87,755
CHICO'S FAS INC COM 168615102 3,287 862,841 SH   SOLE 0 581,841 0 281,000
BORGWARNER INC COM 099724106 3,089 71,215 SH   SOLE 0 62,215 0 9,000
CLEAR CHANNEL OUTDOOR HOLDIN CL A 18453H106 2,982 1,042,631 SH   SOLE 0 721,921 0 320,710
INTERACTIVE BROKERS GRO-CL A COM 45841N107 2,874 61,637 SH   SOLE 0 51,000 0 10,637
GILEAD SCIENCES INC COM 375558103 2,873 44,217 SH   SOLE 0 26,217 0 18,000
FOSSIL GROUP INC COM 34988V106 2,834 359,706 SH   SOLE 0 304,186 0 55,520
KRAFT HEINZ CO/THE COM 500754106 2,805 87,300 SH   SOLE 0 46,300 0 41,000
CREDIT SUISSE GROUP-SPON ADR SPONSORED ADR 225401108 2,801 208,249 SH   SOLE 0 208,249 0 0
MADISON SQUARE GARDEN CO- A CL A 55825T103 2,795 9,500 SH   SOLE 0 9,500 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 2,693 53,500 SH   SOLE 0 40,500 0 13,000
BANK OF AMERICA CORP COM 060505104 2,571 73,000 SH   SOLE 0 44,000 0 29,000
HAWAIIAN HOLDINGS INC COM 419879101 2,519 86,000 SH   SOLE 0 42,000 0 44,000
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 2,474 128,000 SH   SOLE 0 108,000 0 20,000
TRINET GROUP INC COM 896288107 2,293 40,500 SH   SOLE 0 40,500 0 0
INVESCO LTD SHS G491BT108 2,194 122,000 SH   SOLE 0 112,000 0 10,000
STATE STREET CORP COM 857477103 2,136 27,000 SH   SOLE 0 27,000 0 0
COHU INC COM 192576106 2,095 91,680 SH   SOLE 0 73,680 0 18,000
GAP INC/THE COM 364760108 2,069 117,000 SH   SOLE 0 103,000 0 14,000
LIBERTY LATIN AMERIC-CL A COM CL A G9001E102 2,014 104,370 SH   SOLE 0 96,370 0 8,000
US CELLULAR CORP COM 911684108 1,826 50,400 SH   SOLE 0 39,400 0 11,000
CLEVELAND-CLIFFS INC COM 185899101 1,749 208,226 SH   SOLE 0 174,226 0 34,000
AVAYA HOLDINGS CORP COM 05351X101 1,701 125,999 SH   SOLE 0 125,999 0 0
S&P GLOBAL INC COM 78409V104 1,638 6,000 SH   SOLE 0 6,000 0 0
DIEBOLD NIXDORF INC COM 253651103 1,555 147,224 SH   SOLE 0 132,576 0 14,648
BLACKROCK INC COM 09247X101 1,508 3,000 SH   SOLE 0 3,000 0 0
JEFFERIES FINANCIAL GROUP IN COM 47233W109 1,475 69,000 SH   SOLE 0 69,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,470 5,000 SH   SOLE 0 4,000 0 1,000
BARNES & NOBLE EDUCATION INC COM 06777U101 1,440 337,304 SH   SOLE 0 243,619 0 93,685
GLOBAL CORD BLOOD CORP SHS G39342103 1,415 283,026 SH   SOLE 0 223,380 0 59,646
TELECOM ARGENTINA SA-SP ADR SPONSORED ADR 879273209 1,406 123,900 SH   SOLE 0 88,000 0 35,900
MYLAN NV COM N59465109 1,395 69,400 SH   SOLE 0 46,600 0 22,800
KOHLS CORP COM 500255104 1,325 26,000 SH   SOLE 0 26,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,296 36,000 SH   SOLE 0 19,000 0 17,000
BLUEGREEN VACATIONS CORP COM 09629F108 1,293 125,078 SH   SOLE 0 86,823 0 38,255
GREENLIGHT CAPITAL RE LTD-A CLASS A G4095J109 1,286 127,167 SH   SOLE 0 127,167 0 0
TAILORED BRANDS INC COM 87403A107 1,199 289,716 SH   SOLE 0 244,716 0 45,000
BLACKBERRY LTD COM 09228F103 1,188 185,000 SH   SOLE 0 185,000 0 0
HEALTH INSURANCE INNOVATIO-A COM CL A 42225K106 1,159 60,093 SH   SOLE 0 50,500 0 9,593
TOLL BROTHERS INC COM 889478103 1,087 27,500 SH   SOLE 0 27,500 0 0
NEW YORK TIMES CO-A CL A 650111107 1,062 33,000 SH   SOLE 0 33,000 0 0
CAMPING WORLD HOLDINGS INC-A CL A 13462K109 1,047 71,000 SH   SOLE 0 43,500 0 27,500
MR COOPER GROUP INC COM 62482R107 974 77,827 SH   SOLE 0 77,827 0 0
TWITTER INC COM 90184L102 965 30,099 SH   SOLE 0 30,099 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 954 39,000 SH   SOLE 0 36,000 0 3,000
B. RILEY FINANCIAL INC COM 05580M108 954 37,872 SH   SOLE 0 30,886 0 6,986
SOUTHWEST AIRLINES CO COM 844741108 945 17,500 SH   SOLE 0 17,500 0 0
REVANCE THERAPEUTICS INC COM 761330109 921 56,772 SH   SOLE 0 38,200 0 18,572
RAFAEL HOLDINGS INC-CLASS B COM CL B 75062E106 893 50,075 SH   SOLE 0 50,075 0 0
CARE.COM INC COM 141633107 881 58,643 SH   SOLE 0 58,643 0 0
DELL TECHNOLOGIES -C CL C 24703L202 874 17,000 SH   SOLE 0 7,000 0 10,000
WIX.COM LTD SHS M98068105 857 7,000 SH   SOLE 0 7,000 0 0
AVID BIOSERVICES INC COM 05368M106 844 110,000 SH   SOLE 0 90,000 0 20,000
PEABODY ENERGY CORP COM 704551100 818 89,645 SH   SOLE 0 89,645 0 0
TD AMERITRADE HOLDING CORP COM 87236Y108 696 14,000 SH   SOLE 0 14,000 0 0
NEURONETICS INC COM 64131A105 691 153,991 SH   SOLE 0 139,991 0 14,000
SECUREWORKS CORP - A CL A 81374A105 664 39,839 SH   SOLE 0 39,839 0 0
SUNPOWER CORP COM 867652406 634 81,245 SH   SOLE 0 71,245 0 10,000
EXXON MOBIL CORP COM 30231G102 628 9,000 SH   SOLE 0 9,000 0 0
SPIRIT AIRLINES INC COM 848577102 625 15,500 SH   SOLE 0 15,500 0 0
INTELSAT SA COM L5140P101 605 86,123 SH   SOLE 0 86,123 0 0
INTEL CORP COM 458140100 599 10,000 SH   SOLE 0 10,000 0 0
BRIGHTHOUSE FINANCIAL INC COM 10922N103 566 14,431 SH   SOLE 0 14,431 0 0
EMMIS COMMUNICATIONS-CLASS A CL A 291525400 554 137,375 SH   SOLE 0 56,435 0 80,940
ORION ENGINEERED CARBONS SA COM 686275108 530 27,453 SH   SOLE 0 27,453 0 0
ALCOA CORP COM 013872106 512 23,800 SH   SOLE 0 23,800 0 0
GENWORTH FINANCIAL INC-CL A COM CL A 37247D106 508 115,554 SH   SOLE 0 60,000 0 55,554
OFFICE DEPOT INC COM 676220106 485 177,000 SH   SOLE 0 26,000 0 151,000
KELLOGG CO COM 487836108 484 7,000 SH   SOLE 0 3,000 0 4,000
UNITI GROUP INC COM 91325V108 476 58,000 SH   SOLE 0 17,000 0 41,000
RA PHARMACEUTICALS INC COM 74933V108 422 9,000 SH   SOLE 0 9,000 0 0
DELTA AIR LINES INC COM NEW 247361702 409 7,000 SH   SOLE 0 7,000 0 0
QIAGEN N.V. SHS NEW N72482123 406 12,000 SH   SOLE 0 12,000 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 401 300 SH   SOLE 0 300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 383 6,500 SH   SOLE 0 6,500 0 0
EASTMAN KODAK CO COM NEW 277461406 379 81,550 SH   SOLE 0 81,550 0 0
A H BELO CORP-A COM CL A 001282102 362 128,416 SH   SOLE 0 128,416 0 0
ROYAL BANK OF SCOT-SPON ADR SPONS ADR 2 ORD 780097689 361 56,000 SH   SOLE 0 56,000 0 0
UBS GROUP AG-REG SHS H42097107 359 28,500 SH   SOLE 0 28,500 0 0
DEL TACO RESTAURANTS INC COM 245496104 329 41,595 SH   SOLE 0 41,595 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 325 41,573 SH   SOLE 0 41,573 0 0
LEE ENTERPRISES COM 523768109 322 226,812 SH   SOLE 0 99,128 0 127,684
MICROSOFT CORP COM 594918104 315 2,000 SH   SOLE 0 2,000 0 0
SMART SAND INC COM 83191H107 315 125,000 SH   SOLE 0 60,000 0 65,000
MICHAELS COS INC/THE COM 59408Q106 307 38,000 SH   SOLE 0 25,000 0 13,000
MANNATECH INC COM NEW 563771203 306 19,017 SH   SOLE 0 4,517 0 14,500
THIRD POINT REINSURANCE LTD COM G8827U100 305 29,000 SH   SOLE 0 29,000 0 0
RED ROBIN GOURMET BURGERS COM 75689M101 297 9,000 SH   SOLE 0 9,000 0 0
BABCOCK & WILCOX ENTERPR COM 05614L209 283 77,687 SH   SOLE 0 77,687 0 0
CRH PLC-SPONSORED ADR ADR 12626K203 282 7,000 SH   SOLE 0 7,000 0 0
LENNAR CORP-A CL A 526057104 279 5,000 SH   SOLE 0 5,000 0 0
MOODY'S CORP COM 615369105 261 1,100 SH   SOLE 0 1,100 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 259 27,877 SH   SOLE 0 27,877 0 0
TEEKAY CORP COM Y8564W103 253 47,491 SH   SOLE 0 47,491 0 0
PITNEY BOWES INC COM 724479100 243 60,174 SH   SOLE 0 23,174 0 37,000
TRANSOCEAN LTD REG SHS H8817H100 241 35,000 SH   SOLE 0 35,000 0 0
TESLA INC COM 88160R101 230 551 SH   SOLE 0 0 0 551
HC2 HOLDINGS INC COM 404139107 226 104,023 SH   SOLE 0 104,023 0 0
STAMPS.COM INC COM NEW 852857200 209 2,500 SH   SOLE 0 0 0 2,500
ATLANTIC POWER CORP COM NEW 04878Q863 166 71,100 SH   SOLE 0 71,100 0 0
CALLON PETROLEUM CO COM 13123X102 159 32,900 SH   SOLE 0 32,900 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 147 10,000 SH   SOLE 0 10,000 0 0
MUSTANG BIO INC COM 62818Q104 139 34,000 SH   SOLE 0 34,000 0 0
COFFEE HOLDING CO INC COM 192176105 126 27,476 SH   SOLE 0 27,476 0 0
HIGHLAND INCOME FUND SHS BEN INT 43010E404 124 10,000 SH   SOLE 0 10,000 0 0
GANNETT CO INC COM 36472T109 118 18,451 SH   SOLE 0 542 0 17,909
GAIN CAPITAL HOLDINGS INC COM 36268W100 107 27,000 SH   SOLE 0 23,000 0 4,000
PARATEK PHARMACEUTICALS INC COM 699374302 107 26,438 SH   SOLE 0 0 0 26,438
BBX CAPITAL CORP CL A 05491N104 86 18,000 SH   SOLE 0 18,000 0 0
MEDALLION FINANCIAL CORP COM 583928106 84 11,590 SH   SOLE 0 11,590 0 0
22ND CENTURY GROUP INC COM 90137F103 76 68,782 SH   SOLE 0 68,782 0 0
HI-CRUSH INC COM 428337109 71 79,900 SH   SOLE 0 23,900 0 56,000
INTREPID POTASH INC COM 46121Y102 70 26,000 SH   SOLE 0 0 0 26,000
MALLINCKRODT PLC SHS G5785G107 63 18,000 SH   SOLE 0 0 0 18,000
NOBLE CORP PLC SHS USD G65431101 49 40,000 SH   SOLE 0 40,000 0 0
J.C. PENNEY CO INC COM 708160106 46 40,900 SH   SOLE 0 24,900 0 16,000
J. JILL INC COM 46620W102 37 33,000 SH   SOLE 0 33,000 0 0
ALTUS MIDSTREAM CO -A CL A 02215L100 34 12,000 SH   SOLE 0 12,000 0 0
RTW RETAILWINDS INC COM 74980D100 32 40,500 SH   SOLE 0 23,500 0 17,000
GNC HOLDINGS INC-CL A COM CL A 36191G107 30 11,000 SH   SOLE 0 0 0 11,000