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 51,723 1,983,998 SH   SOLE N/A 1,831,270 0 152,728
Affiliated Managers Group Inc Com 008252108 48,145 312,203 SH   SOLE N/A 287,239 0 24,964
Ally Finl Inc Com 02005N100 30,470 611,352 SH   SOLE N/A 561,018 0 50,334
Altice USA Inc Cl A 02156K103 9,947 291,364 SH   SOLE N/A 267,196 0 24,168
Ares Capital Corp Com 04010L103 30,328 1,548,156 SH   SOLE N/A 1,430,582 0 117,574
At Home Group Inc Com 04650Y100 20,264 550,066 SH   SOLE N/A 505,894 0 44,172
Ballard Pwr Sys Inc New Com 058586108 10,341 570,670 SH   SOLE N/A 527,114 0 43,556
Berkshire Hathaway Inc Del Cl B New 084670702 1,266 4,554 SH   SOLE N/A 4,350 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 78,621 1,542,192 SH   SOLE N/A 1,420,974 0 121,218
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 537 10,325 SH   SOLE N/A 9,510 0 815
Centene Corp Del Com 15135B101 10,597 145,304 SH   SOLE N/A 133,448 0 11,856
Cigna Corp New Com 125523100 26,918 113,546 SH   SOLE N/A 104,371 0 9,175
Citizens Finl Group Inc Com 174610105 36,577 797,398 SH   SOLE N/A 735,714 0 61,684
Discover Finl Svcs Com 254709108 46,609 394,019 SH   SOLE N/A 363,427 0 30,592
Discovery Inc Com Ser C 25470F302 25,940 895,097 SH   SOLE N/A 826,253 0 68,844
Disney Walt Co Com 254687106 757 4,308 SH   SOLE N/A 3,738 0 570
Hanesbrands Inc Com 410345102 3,135 167,923 SH   SOLE N/A 160,849 0 7,074
Intel Corp Com 458140100 17,606 313,617 SH   SOLE N/A 290,355 0 23,262
Kinder Morgan Inc Del Com 49456B101 25,413 1,393,997 SH   SOLE N/A 1,291,317 0 102,680
LKQ Corp Com 501889208 33,293 676,407 SH   SOLE N/A 623,665 0 52,742
Lumen Technologies Inc Com 550241103 11,506 846,671 SH   SOLE N/A 778,377 0 68,294
MasTec Inc Com 576323109 24,714 232,933 SH   SOLE N/A 214,691 0 18,242
Oaktree Specialty Lending Co Com 67401P108 30,138 4,504,880 SH   SOLE N/A 4,126,400 0 378,480
Penske Automotive Grp Inc Com 70959W103 19,120 253,274 SH   SOLE N/A 232,794 0 20,480
Price T Rowe Group Inc Com 74144T108 2,062 10,417 SH   SOLE N/A 9,487 0 930
Primoris Svcs Corp Com 74164F103 13,250 450,232 SH   SOLE N/A 412,808 0 37,424
Quanta Svcs Inc Com 74762E102 21,547 237,905 SH   SOLE N/A 219,693 0 18,212
Radian Group Inc Com 750236101 49,198 2,211,157 SH   SOLE N/A 2,034,213 0 176,944
Range Res Corp Com 75281A109 18,231 1,087,753 SH   SOLE N/A 999,601 0 88,152
Ryman Hospitality Pptys Inc Com 78377T107 43,890 555,855 SH   SOLE N/A 513,776 0 42,079
Simon Ppty Group Inc New Com 828806109 16,200 124,159 SH   SOLE N/A 114,559 0 9,600
Store Cap Corp Com 862121100 2,129 61,701 SH   SOLE N/A 57,747 0 3,954
Taylor Morrison Home Corp Com 87724P106 23,775 899,868 SH   SOLE N/A 828,318 0 71,550
U S Silica Hldgs Inc Com 90346E103 5,603 484,669 SH   SOLE N/A 440,893 0 43,776