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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES Corp Com 00130H105 47,981 1,974,519 SH   SOLE N/A 1,822,903 0 151,616
Affiliated Managers Group Inc Com 008252108 51,320 311,954 SH   SOLE N/A 287,272 0 24,682
Ally Finl Inc Com 02005N100 29,427 618,088 SH   SOLE N/A 567,488 0 50,600
Altice USA Inc Cl A 02156K103 4,830 298,500 SH   SOLE N/A 274,604 0 23,896
Ares Capital Corp Com 04010L103 31,363 1,480,083 SH   SOLE N/A 1,370,009 0 110,074
Ballard Pwr Sys Inc New Com 058586108 7,285 580,022 SH   SOLE N/A 536,788 0 43,234
Berkshire Hathaway Inc Del Cl B New 084670702 1,214 4,060 SH   SOLE N/A 3,856 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 91,812 1,520,564 SH   SOLE N/A 1,401,997 0 118,567
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 643 10,268 SH   SOLE N/A 9,461 0 807
Centene Corp Del Com 15135B101 12,135 147,274 SH   SOLE N/A 135,560 0 11,714
Cigna Corp New Com 125523100 26,440 115,143 SH   SOLE N/A 105,884 0 9,259
Citizens Finl Group Inc Com 174610105 37,613 796,051 SH   SOLE N/A 734,963 0 61,088
Discover Finl Svcs Com 254709108 44,756 387,300 SH   SOLE N/A 357,430 0 29,870
Discovery Inc Com Ser C 25470F302 20,703 904,046 SH   SOLE N/A 834,460 0 69,586
Disney Walt Co Com 254687106 639 4,126 SH   SOLE N/A 3,556 0 570
Hanesbrands Inc Com 410345102 2,576 154,053 SH   SOLE N/A 147,709 0 6,344
Intel Corp Com 458140100 16,276 316,044 SH   SOLE N/A 292,954 0 23,090
Kinder Morgan Inc Del Com 49456B101 20,706 1,305,536 SH   SOLE N/A 1,214,776 0 90,760
LKQ Corp Com 501889208 40,341 672,011 SH   SOLE N/A 620,219 0 51,792
Lumen Technologies Inc Com 550241103 9,701 772,994 SH   SOLE N/A 719,568 0 53,426
MasTec Inc Com 576323109 21,668 234,807 SH   SOLE N/A 216,589 0 18,218
Oaktree Specialty Lending Co Com 67401P108 33,681 4,514,890 SH   SOLE N/A 4,139,460 0 375,430
Penske Automotive Grp Inc Com 70959W103 26,912 251,001 SH   SOLE N/A 230,961 0 20,040
Price T Rowe Group Inc Com 74144T108 1,998 10,160 SH   SOLE N/A 9,230 0 930
Primoris Svcs Corp Com 74164F103 11,009 459,079 SH   SOLE N/A 421,815 0 37,264
Quanta Svcs Inc Com 74762E102 27,257 237,722 SH   SOLE N/A 219,590 0 18,132
Radian Group Inc Com 750236101 46,732 2,211,635 SH   SOLE N/A 2,036,073 0 175,562
Range Res Corp Com 75281A109 17,356 973,407 SH   SOLE N/A 894,881 0 78,526
Rocket Cos Inc Com Cl A 77311W101 11,947 853,364 SH   SOLE N/A 784,590 0 68,774
Ryman Hospitality Pptys Inc Com 78377T107 50,552 549,718 SH   SOLE N/A 508,287 0 41,431
Simon Ppty Group Inc New Com 828806109 19,471 121,866 SH   SOLE N/A 112,678 0 9,188
Store Cap Corp Com 862121100 2,506 72,861 SH   SOLE N/A 68,523 0 4,338
Taylor Morrison Home Corp Com 87724P106 37,255 1,065,652 SH   SOLE N/A 982,342 0 83,310
U S Silica Hldgs Inc Com 90346E103 4,521 480,946 SH   SOLE N/A 437,660 0 43,286