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 37,901 1,677,016 SH   SOLE N/A 1,552,108 0 124,908
Affiliated Managers Group Inc Com 008252108 35,205 314,748 SH   SOLE N/A 290,618 0 24,130
Ally Finl Inc Com 02005N100 19,852 713,328 SH   SOLE N/A 659,982 0 53,346
Altice USA Inc Cl A 02156K103 2,916 500,132 SH   SOLE N/A 458,736 0 41,396
Ares Capital Corp Com 04010L103 22,658 1,342,294 SH   SOLE N/A 1,252,680 0 89,614
Ballard Pwr Sys Inc New Com 058586108 3,782 617,916 SH   SOLE N/A 573,188 0 44,728
Berkshire Hathaway Inc Del Cl B New 084670702 991 3,713 SH   SOLE N/A 3,509 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 59,231 1,448,554 SH   SOLE N/A 1,339,322 0 109,232
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 455 11,114 SH   SOLE N/A 10,278 0 836
Cigna Corp New Com 125523100 31,189 112,404 SH   SOLE N/A 103,667 0 8,737
Citizens Finl Group Inc Com 174610105 27,492 800,127 SH   SOLE N/A 741,001 0 59,126
Discover Finl Svcs Com 254709108 35,053 385,540 SH   SOLE N/A 357,108 0 28,432
Hanesbrands Inc Com 410345102 1,274 183,013 SH   SOLE N/A 173,085 0 9,928
Intel Corp Com 458140100 8,199 318,164 SH   SOLE N/A 295,198 0 22,966
Kinder Morgan Inc Del Com 49456B101 19,595 1,177,614 SH   SOLE N/A 1,098,405 0 79,209
LKQ Corp Com 501889208 28,034 594,577 SH   SOLE N/A 550,577 0 44,000
MasTec Inc Com 576323109 15,128 238,238 SH   SOLE N/A 220,822 0 17,416
Nexstar Media Group Inc Common Stock 65336K103 15,181 90,983 SH   SOLE N/A 84,149 0 6,834
Oaktree Specialty Lending Co Com 67401P108 27,159 4,526,513 SH   SOLE N/A 4,162,613 0 363,900
Penske Automotive Grp Inc Com 70959W103 24,550 249,416 SH   SOLE N/A 230,018 0 19,398
Price T Rowe Group Inc Com 74144T108 1,078 10,262 SH   SOLE N/A 9,332 0 930
Primoris Svcs Corp Com 74164F103 7,744 476,552 SH   SOLE N/A 438,976 0 37,576
Quanta Svcs Inc Com 74762E102 27,696 217,414 SH   SOLE N/A 200,820 0 16,594
Radian Group Inc Com 750236101 42,079 2,181,370 SH   SOLE N/A 2,012,678 0 168,692
Range Res Corp Com 75281A109 24,819 982,525 SH   SOLE N/A 905,397 0 77,128
Rocket Cos Inc Com Cl A 77311W101 10,471 1,656,808 SH   SOLE N/A 1,527,514 0 129,294
Ryman Hospitality Pptys Inc Com 78377T107 40,037 544,050 SH   SOLE N/A 504,515 0 39,535
Simon Ppty Group Inc New Com 828806109 11,190 124,682 SH   SOLE N/A 115,594 0 9,088
Store Cap Corp Com 862121100 13,270 423,556 SH   SOLE N/A 394,454 0 29,102
Taylor Morrison Home Corp Com 87724P106 25,001 1,072,071 SH   SOLE N/A 991,355 0 80,716
U S Silica Hldgs Inc Com 90346E103 5,168 471,967 SH   SOLE N/A 431,077 0 40,890
Warner Bros Discovery Inc Com Ser A 934423104 12,718 1,105,911 SH   SOLE N/A 1,023,725 0 82,186