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
Affiliated Managers Group Com 008252108 34,433 231,604 SH   SOLE N/A 209,476 0 22,128
American Tower Corp New Com 03027X100 42,411 294,173 SH   SOLE N/A 267,153 0 27,020
AmerisourceBergen Corp Com 03073E105 9,574 112,284 SH   SOLE N/A 103,377 0 8,907
Ares Cap Corp Com 04010L103 39,877 2,424,146 SH   SOLE N/A 2,199,495 0 224,651
AutoNation Inc. Com 05329W102 17,953 369,552 SH   SOLE N/A 332,432 0 37,120
Berkshire Hathaway Inc Del Cl B New 084670702 28,539 152,903 SH   SOLE N/A 139,531 0 13,372
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 48,310 1,191,651 SH   SOLE N/A 1,080,867 0 110,784
CenturyLink Inc Com 156700106 19,081 1,023,672 SH   SOLE N/A 928,322 0 95,350
Discover Finl Svcs Com 254709108 30,495 433,112 SH   SOLE N/A 393,406 0 39,706
Discovery Inc Com Ser C 25470F302 19,472 763,610 SH   SOLE N/A 689,874 0 73,736
Express Scripts Hldg Co Com 30219G108 26,193 339,238 SH   SOLE N/A 306,364 0 32,874
Hanesbrands Inc Com 410345102 15,320 695,753 SH   SOLE N/A 634,059 0 61,694
Kinder Morgan Inc Del Com 49456B101 21,878 1,238,167 SH   SOLE N/A 1,124,983 0 113,184
LKQ Corp Com 501889208 15,087 472,944 SH   SOLE N/A 426,808 0 46,136
Oaktree Specialty Lending Co Com 67401P108 10,380 2,171,618 SH   SOLE N/A 1,962,678 0 208,940
Penske Automotive Grp Inc Com 70959W103 13,168 281,057 SH   SOLE N/A 255,313 0 25,744
Price T Rowe Group Inc Com 74144T108 3,601 31,023 SH   SOLE N/A 28,964 0 2,059
Qualcomm Inc Com 747525103 21,359 380,603 SH   SOLE N/A 345,409 0 35,194
Radian Group Inc Com 750236101 37,658 2,321,679 SH   SOLE N/A 2,102,269 0 219,410
Range Res Corp Com 75281A109 8,820 527,177 SH   SOLE N/A 479,355 0 47,822
Ryman Hospitality Pptys Inc Com 78377T107 43,453 522,581 SH   SOLE N/A 474,029 0 48,552
Simon Ppty Group Inc New Com 828806109 12,729 74,790 SH   SOLE N/A 68,938 0 5,852
Taiwan Semiconductor Mfg Ltd Sponsored ADR 874039100 15,657 428,252 SH   SOLE N/A 389,960 0 38,292
U S Silica Hldgs Inc Com 90346E103 10,837 421,847 SH   SOLE N/A 381,395 0 40,452
Ventas Inc Com 92276F100 29,041 509,931 SH   SOLE N/A 464,576 0 45,355
Wells Fargo Co New Com 949746101 554 10,000 SH   SOLE N/A 10,000 0 0