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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Affiliated Managers Group Inc Com 008252108 29,597 276,323 SH   SOLE N/A 251,505 0 24,818
American Tower Corp New Com 03027X100 4,401 22,331 SH   SOLE N/A 21,632 0 699
AmerisourceBergen Corp Com 03073E105 8,864 111,475 SH   SOLE N/A 102,736 0 8,739
Ares Cap Corp Com 04010L103 41,416 2,416,323 SH   SOLE N/A 2,207,019 0 209,304
AutoNation Inc Com 05329W102 12,939 362,231 SH   SOLE N/A 328,270 0 33,961
Berkshire Hathaway Inc Del Cl B New 084670702 29,470 146,695 SH   SOLE N/A 133,974 0 12,721
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 55,965 1,199,673 SH   SOLE N/A 1,096,154 0 103,519
CenturyLink Inc Com 156700106 12,618 1,052,388 SH   SOLE N/A 961,386 0 91,002
Cigna Corp New Com 125523100 11,963 74,386 SH   SOLE N/A 68,066 0 6,320
Discover Finl Svcs Com 254709108 34,348 482,685 SH   SOLE N/A 441,437 0 41,248
Discovery Inc Com Ser C 25470F302 20,417 803,198 SH   SOLE N/A 731,510 0 71,688
Disney Walt Co Com Disney 254687106 353 3,176 SH   SOLE N/A 2,792 0 384
Hanesbrands Inc Com 410345102 12,248 685,008 SH   SOLE N/A 627,654 0 57,354
Kinder Morgan Inc Del Com 49456B101 39,165 1,957,273 SH   SOLE N/A 1,790,365 0 166,908
LKQ Corp Com 501889208 23,335 822,245 SH   SOLE N/A 748,145 0 74,100
Oaktree Specialty Lending Co Com 67401P108 20,721 4,000,165 SH   SOLE N/A 3,647,785 0 352,380
Penske Automotive Grp Inc Com 70959W103 12,987 290,855 SH   SOLE N/A 266,293 0 24,562
Price T Rowe Group Inc Com 74144T108 2,871 28,672 SH   SOLE N/A 26,579 0 2,093
Qualcomm Inc Com 747525103 21,882 383,701 SH   SOLE N/A 351,197 0 32,504
Radian Group Inc Com 750236101 48,820 2,353,916 SH   SOLE N/A 2,149,086 0 204,830
Range Res Corp Com 75281A109 13,447 1,196,375 SH   SOLE N/A 1,088,013 0 108,362
Ryman Hospitality Pptys Inc Com 78377T107 43,043 523,386 SH   SOLE N/A 477,627 0 45,759
Simon Ppty Group Inc New Com 828806109 17,185 94,312 SH   SOLE N/A 86,766 0 7,546
SPDR S&P 500 ETF Tr Tr Unit 78462F103 288 1,018 SH   SOLE N/A 1,018 0 0
Taiwan Semiconductor Mfg Ltd Sponsored ADS 874039100 17,401 424,828 SH   SOLE N/A 388,374 0 36,454
U S Silica Hldgs Inc Com 90346E103 10,033 577,953 SH   SOLE N/A 525,661 0 52,292
Ventas Inc Com 92276F100 4,883 76,518 SH   SOLE N/A 73,316 0 3,202
Wells Fargo Co New Com 949746101 383 7,916 SH   SOLE N/A 7,916 0 0