Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CenturyLink Inc,LUMN,,Sell,156700106,919296000.0,73661561.0,16.032 General Electric,GE,,Sell,369604103,422191000.0,47224918.0,7.363 CNX Resources Corp,CNX,,Sell,12653C108,389737000.0,53682771.0,6.797 "Mattel, Inc.",MAT,,Sell,577081102,386509000.0,33934091.0,6.74 FedEx Corporation,FDX,,Sell,31428X106,369861000.0,2540778.0,6.45 Graham Holdings Company,GHC,,Sell,384637104,308958000.0,465684.0,5.388 Comcast Corporation Cl A,CMCSA,,Sell,20030N101,286981000.0,6366046.0,5.005 Summit Materials Inc. CL A,SUM,, ,86614U100,284615000.0,12820469.0,4.963 Park Hotels & Resorts Inc.,PK,,Buy,700517105,267024000.0,10693786.0,4.657 Lazard Ltd,LAZ,,Buy,G54050102,252599000.0,7217105.0,4.405 United Technologies Corporatio,UTX,,Sell,913017109,240126000.0,1758913.0,4.188 Alphabet Inc. CL C,GOOG,,Sell,02079K107,222503000.0,182529.0,3.88 GCI Liberty Inc,GLIBA,,Sell,36164V305,193869000.0,3123400.0,3.381 PotlatchDeltic Corporation,PCH,,Sell,737630103,162647000.0,3958791.0,2.836 Dillard's Inc.,DDS,,Buy,254067101,134758000.0,2038397.0,2.35 Actuant Corporation,EPAC,, ,00508X203,129446000.0,5900024.0,2.257 Affiliated Managers Group Inc.,AMG,,Sell,008252108,126858000.0,1521997.0,2.212 "Baidu, Inc. ADR",BIDU,,Buy,056752108,114821000.0,1117378.0,2.002 Realogy Holdings Corporation,RLGY,,Buy,75605Y106,110734000.0,16576933.0,1.931 ViaSat Inc.,VSAT,, ,92552V100,104708000.0,1390177.0,1.826 Liberty Media Corp - A,FWONA,, ,531229870,92760000.0,2343015.0,1.618 Wynn Resorts Limited,WYNN,,Sell,983134107,88624000.0,815151.0,1.546 CNH Industrial NV - U.S.,CNHI,,Sell,N20944109,67959000.0,6695463.0,1.185 Liberty Media Corp - C,FWONK,,Sell,531229854,40595000.0,976096.0,0.708 Eastman Kodak Company,KODK,, ,277461406,13094000.0,4960000.0,0.228 Venator Materials PLC,VNTR,,New,G9329Z100,2806000.0,1150000.0,0.049 Grupo Televisa SAB - ADR,TV,,Sell,40049J206,190000.0,19403.0,0.003 "Alta Mesa Resources, Inc.",AMRQQ,,Exit,02133L109,0.0,-1197000.0,-0.003 Allergan plc,AGN,,Exit,G0177J108,0.0,-1288500.0,-3.539