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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES Corp Com 00130H105   33,795,580 1,630,274 SH   SOLE N/A 1,509,244 0 121,030
Affiliated Managers Group Inc Com 008252108   47,001,007 313,570 SH   SOLE N/A 289,983 0 23,587
Ally Finl Inc Com 02005N100   24,952,729 923,833 SH   SOLE N/A 854,489 0 69,344
Altice USA Inc Cl A 02156K103   2,212,313 732,554 SH   SOLE N/A 671,632 0 60,922
Ares Capital Corp Com 04010L103   25,865,375 1,376,550 SH   SOLE N/A 1,287,246 0 89,304
Ballard Pwr Sys Inc New Com 058586108   2,733,990 627,062 SH   SOLE N/A 583,026 0 44,036
Berkshire Hathaway Inc Del Cl B New 084670702   1,219,757 3,577 SH   SOLE N/A 3,411 0 166
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   12,441,688 381,296 SH   SOLE N/A 352,898 0 28,398
Brookfield Corp Cl A Ltd Vt Sh 11271J107   48,897,757 1,453,128 SH   SOLE N/A 1,345,624 0 107,504
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   372,291 10,995 SH   SOLE N/A 10,175 0 820
The Cigna Group Com 125523100   30,314,340 108,034 SH   SOLE N/A 99,606 0 8,428
Citizens Finl Group Inc Com 174610105   21,331,693 817,933 SH   SOLE N/A 757,869 0 60,064
Discover Finl Svcs Com 254709108   45,005,595 385,157 SH   SOLE N/A 357,433 0 27,724
Hanesbrands Inc Com 410345102   922,401 203,172 SH   SOLE N/A 190,766 0 12,406
Intel Corp Com 458140100   10,672,015 319,139 SH   SOLE N/A 296,739 0 22,400
Kinder Morgan Inc Del Com 49456B101   20,005,369 1,161,752 SH   SOLE N/A 1,084,511 0 77,241
LKQ Corp Com 501889208   33,182,609 569,463 SH   SOLE N/A 526,797 0 42,666
MasTec Inc Com 576323109   27,822,989 235,848 SH   SOLE N/A 218,774 0 17,074
Nexstar Media Group Inc Common Stock 65336K103   32,209,604 193,393 SH   SOLE N/A 179,187 0 14,206
Oaktree Specialty Lending Co Com 67401P405   29,507,059 1,518,634 SH   SOLE N/A 1,400,333 0 118,301
Penske Automotive Grp Inc Com 70959W103   39,577,458 237,517 SH   SOLE N/A 219,567 0 17,950
Primoris Svcs Corp Com 74164F103   14,994,775 492,116 SH   SOLE N/A 453,988 0 38,128
Quanta Svcs Inc Com 74762E102   25,478,976 129,697 SH   SOLE N/A 120,005 0 9,692
Radian Group Inc Com 750236101   48,670,876 1,925,272 SH   SOLE N/A 1,780,526 0 144,746
Range Res Corp Com 75281A109   28,508,210 969,667 SH   SOLE N/A 894,975 0 74,692
Rocket Cos Inc Com Cl A 77311W101   14,985,636 1,672,504 SH   SOLE N/A 1,544,990 0 127,514
Ryman Hospitality Pptys Inc Com 78377T107   50,005,574 538,157 SH   SOLE N/A 499,604 0 38,553
Simon Ppty Group Inc New Com 828806109   16,093,408 139,361 SH   SOLE N/A 129,676 0 9,685
Taylor Morrison Home Corp Com 87724P106   44,713,555 916,825 SH   SOLE N/A 850,981 0 65,844
U S Silica Hldgs Inc Com 90346E103   5,674,511 467,808 SH   SOLE N/A 427,568 0 40,240
Warner Bros Discovery Inc Com Ser A 934423104   14,120,680 1,126,051 SH   SOLE N/A 1,045,135 0 80,916