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 41,270 1,964,293 SH   SOLE N/A 1,820,223 0 144,070
Affiliated Managers Group Inc Com 008252108 36,677 314,553 SH   SOLE N/A 290,706 0 23,847
Ally Finl Inc Com 02005N100 23,739 708,409 SH   SOLE N/A 655,827 0 52,582
Altice USA Inc Cl A 02156K103 4,616 499,056 SH   SOLE N/A 458,202 0 40,854
Ares Capital Corp Com 04010L103 23,854 1,330,371 SH   SOLE N/A 1,241,691 0 88,680
Ballard Pwr Sys Inc New Com 058586108 3,871 614,448 SH   SOLE N/A 570,318 0 44,130
Berkshire Hathaway Inc Del Cl B New 084670702 1,045 3,829 SH   SOLE N/A 3,625 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 64,767 1,456,428 SH   SOLE N/A 1,348,329 0 108,099
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 455 10,212 SH   SOLE N/A 9,453 0 759
Cigna Corp New Com 125523100 30,366 115,232 SH   SOLE N/A 106,402 0 8,830
Citizens Finl Group Inc Com 174610105 28,465 797,551 SH   SOLE N/A 739,487 0 58,064
Discover Finl Svcs Com 254709108 36,486 385,773 SH   SOLE N/A 357,613 0 28,160
Hanesbrands Inc Com 410345102 1,510 146,777 SH   SOLE N/A 141,143 0 5,634
Intel Corp Com 458140100 11,872 317,344 SH   SOLE N/A 294,824 0 22,520
Kinder Morgan Inc Del Com 49456B101 19,722 1,176,756 SH   SOLE N/A 1,097,547 0 79,209
LKQ Corp Com 501889208 32,504 662,125 SH   SOLE N/A 613,505 0 48,620
Lumen Technologies Inc Com 550241103 7,488 686,319 SH   SOLE N/A 642,495 0 43,824
MasTec Inc Com 576323109 17,056 238,008 SH   SOLE N/A 220,802 0 17,206
Oaktree Specialty Lending Co Com 67401P108 29,531 4,508,520 SH   SOLE N/A 4,148,810 0 359,710
Penske Automotive Grp Inc Com 70959W103 26,274 250,968 SH   SOLE N/A 231,768 0 19,200
Price T Rowe Group Inc Com 74144T108 1,133 9,974 SH   SOLE N/A 9,044 0 930
Primoris Svcs Corp Com 74164F103 10,260 471,522 SH   SOLE N/A 434,344 0 37,178
Quanta Svcs Inc Com 74762E102 29,657 236,616 SH   SOLE N/A 219,294 0 17,322
Radian Group Inc Com 750236101 43,111 2,193,959 SH   SOLE N/A 2,026,767 0 167,192
Range Res Corp Com 75281A109 24,337 983,317 SH   SOLE N/A 906,505 0 76,812
Rocket Cos Inc Com Cl A 77311W101 12,145 1,650,140 SH   SOLE N/A 1,522,344 0 127,796
Ryman Hospitality Pptys Inc Com 78377T107 41,491 545,715 SH   SOLE N/A 506,608 0 39,107
Simon Ppty Group Inc New Com 828806109 11,629 122,512 SH   SOLE N/A 113,654 0 8,858
Store Cap Corp Com 862121100 5,230 200,520 SH   SOLE N/A 187,708 0 12,812
Taylor Morrison Home Corp Com 87724P106 25,098 1,074,403 SH   SOLE N/A 994,605 0 79,798
U S Silica Hldgs Inc Com 90346E103 5,404 473,232 SH   SOLE N/A 432,916 0 40,316
Warner Bros Discovery Inc Com Ser A 934423104 14,776 1,101,061 SH   SOLE N/A 1,019,983 0 81,078