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
Estimated average burden
hours per response: 23.8
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 25,951 1,790,978 SH   SOLE N/A 1,639,482 0 151,496
Affiliated Managers Group Inc Com 008252108 24,672 330,907 SH   SOLE N/A 302,267 0 28,640
Ally Finl Inc Com 02005N100 11,507 580,282 SH   SOLE N/A 530,754 0 49,528
Ares Capital Corp Com 04010L103 31,721 2,195,221 SH   SOLE N/A 2,009,625 0 185,596
Berkshire Hathaway Inc Del Cl B New 084670702 24,852 139,221 SH   SOLE N/A 128,250 0 10,971
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 55,935 1,700,148 SH   SOLE N/A 1,555,374 0 144,774
CenturyLink Inc Com 156700106 17,454 1,740,158 SH   SOLE N/A 1,596,794 0 143,364
Cigna Corp New Com 125523100 21,997 117,224 SH   SOLE N/A 107,178 0 10,046
Citizens Financial Group Inc Com 174610105 21,335 845,274 SH   SOLE N/A 775,782 0 69,492
Discover Finl Svcs Com 254709108 24,962 498,334 SH   SOLE N/A 457,256 0 41,078
Discovery Inc Com Ser C 25470F302 19,955 1,036,070 SH   SOLE N/A 946,100 0 89,970
Disney Walt Co Com Disney 254687106 16,361 146,721 SH   SOLE N/A 134,437 0 12,284
Hanesbrands Inc Com 410345102 7,761 687,455 SH   SOLE N/A 631,091 0 56,364
Kinder Morgan Inc Del Com 49456B101 31,660 2,087,001 SH   SOLE N/A 1,914,763 0 172,238
LKQ Corp Com 501889208 21,363 815,390 SH   SOLE N/A 744,712 0 70,678
Oaktree Specialty Lending Co Com 67401P108 20,842 4,662,621 SH   SOLE N/A 4,250,171 0 412,450
Penske Automotive Grp Inc Com 70959W103 11,176 288,715 SH   SOLE N/A 265,231 0 23,484
Price T Rowe Group Inc Com 74144T108 2,162 17,504 SH   SOLE N/A 16,416 0 1,088
Radian Group Inc Com 750236101 35,845 2,311,077 SH   SOLE N/A 2,112,861 0 198,216
Range Res Corp Com 75281A109 6,655 1,182,020 SH   SOLE N/A 1,079,738 0 102,282
Ryman Hospitality Pptys Inc Com 78377T107 21,614 624,678 SH   SOLE N/A 573,384 0 51,294
Simon Ppty Group Inc New Com 828806109 9,256 135,367 SH   SOLE N/A 124,401 0 10,966
U S Silica Hldgs Inc Com 90346E103 1,974 546,848 SH   SOLE N/A 496,244 0 50,604