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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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 32,001 234,065 SH   SOLE N/A 213,161 0 20,904
American Tower Corp New Com 03027X100 41,760 287,405 SH   SOLE N/A 262,089 0 25,316
AmerisourceBergen Corp Com 03073E105 10,222 110,840 SH   SOLE N/A 102,137 0 8,703
Ares Cap Corp Com 04010L103 41,349 2,405,423 SH   SOLE N/A 2,194,124 0 211,299
AutoNation Inc. Com 05329W102 15,119 363,884 SH   SOLE N/A 329,470 0 34,414
Berkshire Hathaway Inc Del Cl B New 084670702 32,442 151,521 SH   SOLE N/A 138,557 0 12,964
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 52,532 1,179,702 SH   SOLE N/A 1,076,059 0 103,643
CenturyLink Inc Com 156700106 21,978 1,036,684 SH   SOLE N/A 944,696 0 91,988
Cigna Corporation Com 125509109 665 3,194 SH   SOLE N/A 3,110 0 84
Discover Finl Svcs Com 254709108 33,048 432,278 SH   SOLE N/A 394,866 0 37,412
Discovery Inc Com Ser C 25470F302 23,428 792,018 SH   SOLE N/A 719,532 0 72,486
Express Scripts Hldg Co Com 30219G108 31,897 335,718 SH   SOLE N/A 305,106 0 30,612
Hanesbrands Inc Com 410345102 12,756 692,143 SH   SOLE N/A 634,129 0 58,014
Kinder Morgan Inc Del Com 49456B101 22,234 1,254,054 SH   SOLE N/A 1,146,786 0 107,268
LKQ Corp Com 501889208 15,341 484,392 SH   SOLE N/A 440,028 0 44,364
Oaktree Specialty Lending Co Com 67401P108 15,304 3,085,538 SH   SOLE N/A 2,806,318 0 279,220
Penske Automotive Grp Inc Com 70959W103 13,540 285,714 SH   SOLE N/A 260,894 0 24,820
Price T Rowe Group Inc Com 74144T108 3,175 29,077 SH   SOLE N/A 27,018 0 2,059
Qualcomm Inc Com 747525103 27,365 379,918 SH   SOLE N/A 347,068 0 32,850
Radian Group Inc Com 750236101 47,839 2,314,440 SH   SOLE N/A 2,107,410 0 207,030
Range Res Corp Com 75281A109 13,988 823,321 SH   SOLE N/A 747,189 0 76,132
Ryman Hospitality Pptys Inc Com 78377T107 44,116 511,967 SH   SOLE N/A 466,251 0 45,716
Simon Ppty Group Inc New Com 828806109 13,280 75,133 SH   SOLE N/A 69,487 0 5,646
SPDR S&P 500 ETF Tr Tr Unit 78462F103 382 1,313 SH   SOLE N/A 1,313 0 0
Taiwan Semiconductor Mfg Ltd Sponsored ADR 874039100 18,682 423,058 SH   SOLE N/A 386,426 0 36,632
U S Silica Hldgs Inc Com 90346E103 9,320 494,968 SH   SOLE N/A 449,245 0 45,723
Ventas Inc Com 92276F100 23,068 424,204 SH   SOLE N/A 384,295 0 39,909
Wells Fargo Co New Com 949746101 526 10,000 SH   SOLE N/A 10,000 0 0