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 50,771 1,973,241 SH   SOLE N/A 1,826,801 0 146,440
Affiliated Managers Group Inc Com 008252108 44,258 314,001 SH   SOLE N/A 289,761 0 24,240
Ally Finl Inc Com 02005N100 30,727 706,698 SH   SOLE N/A 653,312 0 53,386
Altice USA Inc Cl A 02156K103 6,151 492,896 SH   SOLE N/A 451,718 0 41,178
Ares Capital Corp Com 04010L103 28,514 1,361,073 SH   SOLE N/A 1,269,721 0 91,352
Ballard Pwr Sys Inc New Com 058586108 7,102 610,110 SH   SOLE N/A 565,294 0 44,816
Berkshire Hathaway Inc Del Cl B New 084670702 1,388 3,933 SH   SOLE N/A 3,729 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 84,342 1,490,926 SH   SOLE N/A 1,377,249 0 113,677
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 586 10,241 SH   SOLE N/A 9,467 0 774
Centene Corp Del Com 15135B101 12,433 147,680 SH   SOLE N/A 136,252 0 11,428
Cigna Corp New Com 125523100 27,687 115,551 SH   SOLE N/A 106,556 0 8,995
Citizens Finl Group Inc Com 174610105 36,136 797,169 SH   SOLE N/A 738,181 0 58,988
Discover Finl Svcs Com 254709108 42,560 386,242 SH   SOLE N/A 357,620 0 28,622
Discovery Inc Com Ser C 25470F302 22,686 908,511 SH   SOLE N/A 840,853 0 67,658
Hanesbrands Inc Com 410345102 2,200 147,717 SH   SOLE N/A 142,083 0 5,634
Intel Corp Com 458140100 15,761 318,028 SH   SOLE N/A 294,958 0 23,070
Kinder Morgan Inc Del Com 49456B101 23,147 1,224,058 SH   SOLE N/A 1,143,288 0 80,770
LKQ Corp Com 501889208 30,246 666,059 SH   SOLE N/A 616,403 0 49,656
Lumen Technologies Inc Com 550241103 8,359 741,732 SH   SOLE N/A 694,416 0 47,316
MasTec Inc Com 576323109 20,578 236,258 SH   SOLE N/A 218,778 0 17,480
Oaktree Specialty Lending Co Com 67401P108 33,314 4,520,280 SH   SOLE N/A 4,154,070 0 366,210
Penske Automotive Grp Inc Com 70959W103 23,617 251,993 SH   SOLE N/A 232,483 0 19,510
Price T Rowe Group Inc Com 74144T108 1,509 9,982 SH   SOLE N/A 9,052 0 930
Primoris Svcs Corp Com 74164F103 11,212 470,692 SH   SOLE N/A 433,052 0 37,640
Quanta Svcs Inc Com 74762E102 31,333 238,074 SH   SOLE N/A 220,416 0 17,658
Radian Group Inc Com 750236101 48,861 2,199,965 SH   SOLE N/A 2,029,563 0 170,402
Range Res Corp Com 75281A109 30,017 988,041 SH   SOLE N/A 909,931 0 78,110
Rocket Cos Inc Com Cl A 77311W101 12,869 1,157,304 SH   SOLE N/A 1,063,948 0 93,356
Ryman Hospitality Pptys Inc Com 78377T107 50,744 546,982 SH   SOLE N/A 507,117 0 39,865
Simon Ppty Group Inc New Com 828806109 16,079 122,219 SH   SOLE N/A 113,277 0 8,942
Store Cap Corp Com 862121100 2,548 87,172 SH   SOLE N/A 82,218 0 4,954
Taylor Morrison Home Corp Com 87724P106 29,201 1,072,791 SH   SOLE N/A 991,657 0 81,134
U S Silica Hldgs Inc Com 90346E103 8,936 478,900 SH   SOLE N/A 437,494 0 41,406