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
AES Corp Com 00130H105 37,705 2,081,984 SH   SOLE N/A 1,920,896 0 161,088
Affiliated Managers Group Inc Com 008252108 22,192 324,545 SH   SOLE N/A 298,499 0 26,046
Ally Finl Inc Com 02005N100 14,603 582,476 SH   SOLE N/A 536,868 0 45,608
Ares Capital Corp Com 04010L103 26,619 1,908,166 SH   SOLE N/A 1,758,650 0 149,516
Berkshire Hathaway Inc Del Cl B New 084670702 19,902 93,465 SH   SOLE N/A 86,054 0 7,411
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 54,786 1,657,163 SH   SOLE N/A 1,527,738 0 129,425
Cigna Corp New Com 125523100 19,531 115,287 SH   SOLE N/A 106,113 0 9,174
Citizens Financial Group Inc Com 174610105 20,819 823,548 SH   SOLE N/A 759,774 0 63,774
Discover Finl Svcs Com 254709108 27,941 483,569 SH   SOLE N/A 445,923 0 37,646
Discovery Inc Com Ser C 25470F302 19,755 1,007,914 SH   SOLE N/A 926,074 0 81,840
Disney Walt Co Com Disney 254687106 13,551 109,215 SH   SOLE N/A 101,417 0 7,798
Hanesbrands Inc Com 410345102 10,413 661,137 SH   SOLE N/A 609,503 0 51,634
Intel Corp Com 458140100 531 10,252 SH   SOLE N/A 10,000 0 252
Kinder Morgan Inc Del Com 49456B101 24,900 2,019,427 SH   SOLE N/A 1,866,137 0 153,290
LKQ Corp Com 501889208 21,031 758,410 SH   SOLE N/A 697,518 0 60,892
Lumen Technologies Inc Com 156700106 17,082 1,692,980 SH   SOLE N/A 1,562,116 0 130,864
MasTec Inc Com 576323109 10,222 242,230 SH   SOLE N/A 223,028 0 19,202
Oaktree Specialty Lending Co Com 67401P108 21,945 4,534,118 SH   SOLE N/A 4,159,608 0 374,510
Penske Automotive Grp Inc Com 70959W103 13,215 277,267 SH   SOLE N/A 255,633 0 21,634
Price T Rowe Group Inc Com 74144T108 1,620 12,633 SH   SOLE N/A 11,667 0 966
Quanta Svcs Inc Com 74762E102 13,165 249,051 SH   SOLE N/A 229,989 0 19,062
Radian Group Inc Com 750236101 33,385 2,285,060 SH   SOLE N/A 2,102,996 0 182,064
Range Res Corp Com 75281A109 7,619 1,150,890 SH   SOLE N/A 1,057,968 0 92,922
Ryman Hospitality Pptys Inc Com 78377T107 22,369 607,866 SH   SOLE N/A 561,148 0 46,718
Simon Ppty Group Inc New Com 828806109 8,538 132,007 SH   SOLE N/A 121,983 0 10,024
Store Cap Corp Com 862121100 1,521 55,466 SH   SOLE N/A 52,708 0 2,758
Taylor Morrison Home Corp Com 87724P106 15,266 620,828 SH   SOLE N/A 573,152 0 47,676
U S Silica Hldgs Inc Com 90346E103 1,583 527,819 SH   SOLE N/A 481,721 0 46,098