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
Affiliated Managers Group Inc Com 008252108 23,236 274,203 SH   SOLE N/A 250,265 0 23,938
Ares Cap Corp Com 04010L103 35,369 1,896,453 SH   SOLE N/A 1,733,477 0 162,976
Berkshire Hathaway Inc Del Cl B New 084670702 31,491 139,032 SH   SOLE N/A 126,737 0 12,295
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 66,460 1,149,823 SH   SOLE N/A 1,052,413 0 97,410
CenturyLink Inc Com 156700106 13,937 1,055,004 SH   SOLE N/A 967,854 0 87,150
Cigna Corp New Com 125523100 23,328 114,078 SH   SOLE N/A 104,073 0 10,005
Citizens Finl Group Inc Com 174610105 32,233 793,730 SH   SOLE N/A 727,352 0 66,378
Discover Finl Svcs Com 254709108 40,493 477,403 SH   SOLE N/A 438,205 0 39,198
Discovery Inc Com Ser C 25470F302 30,690 1,006,559 SH   SOLE N/A 917,897 0 88,662
Disney Walt Co Com Disney 254687106 13,638 94,296 SH   SOLE N/A 86,494 0 7,802
Hanesbrands Inc Com 410345102 10,010 674,101 SH   SOLE N/A 618,927 0 55,174
Kinder Morgan Inc Del Com 49456B101 41,204 1,946,333 SH   SOLE N/A 1,787,645 0 158,688
LKQ Corp Com 501889208 28,960 811,197 SH   SOLE N/A 740,719 0 70,478
Oaktree Specialty Lending Co Com 67401P108 21,887 4,008,633 SH   SOLE N/A 3,672,343 0 336,290
Penske Automotive Grp Inc Com 70959W103 14,447 287,665 SH   SOLE N/A 264,223 0 23,442
Price T Rowe Group Inc Com 74144T108 3,400 27,905 SH   SOLE N/A 26,227 0 1,678
Qualcomm Inc Com 747525103 12,512 141,807 SH   SOLE N/A 129,893 0 11,914
Radian Group Inc Com 750236101 56,564 2,248,161 SH   SOLE N/A 2,054,309 0 193,852
Range Res Corp Com 75281A109 5,664 1,167,890 SH   SOLE N/A 1,064,158 0 103,732
Ryman Hospitality Pptys Inc Com 78377T107 44,732 516,174 SH   SOLE N/A 472,616 0 43,558
Simon Ppty Group Inc New Com 828806109 14,192 95,276 SH   SOLE N/A 88,034 0 7,242
Taiwan Semiconductor Mfg Ltd Sponsored ADS 874039100 16,074 276,659 SH   SOLE N/A 252,955 0 23,704
U S Silica Hldgs Inc Com 90346E103 3,454 561,612 SH   SOLE N/A 511,450 0 50,162