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 55,090 2,054,838 SH   SOLE N/A 1,897,942 0 156,896
Affiliated Managers Group Inc Com 008252108 47,967 321,862 SH   SOLE N/A 296,240 0 25,622
Ally Finl Inc Com 02005N100 28,415 628,518 SH   SOLE N/A 577,278 0 51,240
Ares Capital Corp Com 04010L103 33,208 1,774,856 SH   SOLE N/A 1,642,202 0 132,654
At Home Group Inc Com 04650Y100 16,235 565,692 SH   SOLE N/A 520,300 0 45,392
Ballard Pwr Sys Inc New Com 058586108 14,180 582,570 SH   SOLE N/A 537,686 0 44,884
Berkshire Hathaway Inc Del Cl B New 084670702 2,503 9,796 SH   SOLE N/A 9,386 0 410
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 71,091 1,597,554 SH   SOLE N/A 1,473,142 0 124,412
Cigna Corp New Com 125523100 28,141 116,411 SH   SOLE N/A 107,007 0 9,404
Citizens Financial Group Inc Com 174610105 36,289 821,942 SH   SOLE N/A 758,640 0 63,302
Discover Finl Svcs Com 254709108 38,900 409,517 SH   SOLE N/A 377,977 0 31,540
Discovery Inc Com Ser C 25470F302 33,913 919,309 SH   SOLE N/A 848,443 0 70,866
Disney Walt Co Com 254687106 7,972 43,206 SH   SOLE N/A 40,380 0 2,826
Hanesbrands Inc Com 410345102 9,722 494,260 SH   SOLE N/A 453,986 0 40,274
Intel Corp Com 458140100 12,678 198,098 SH   SOLE N/A 184,594 0 13,504
Kinder Morgan Inc Del Com 49456B101 33,021 1,983,225 SH   SOLE N/A 1,834,755 0 148,470
LKQ Corp Com 501889208 29,656 700,589 SH   SOLE N/A 646,513 0 54,076
Lumen Technologies Inc Com 550241103 20,368 1,525,718 SH   SOLE N/A 1,407,924 0 117,794
MasTec Inc Com 576323109 22,531 240,456 SH   SOLE N/A 221,700 0 18,756
Oaktree Specialty Lending Co Com 67401P108 28,876 4,657,350 SH   SOLE N/A 4,269,330 0 388,020
Penske Automotive Grp Inc Com 70959W103 21,111 263,101 SH   SOLE N/A 242,185 0 20,916
Price T Rowe Group Inc Com 74144T108 2,139 12,466 SH   SOLE N/A 11,536 0 930
Primoris Svcs Corp Com 74164F103 10,068 303,882 SH   SOLE N/A 281,256 0 22,626
Quanta Svcs Inc Com 74762E102 21,688 246,507 SH   SOLE N/A 227,827 0 18,680
Radian Group Inc Com 750236101 52,851 2,273,148 SH   SOLE N/A 2,091,914 0 181,234
Range Res Corp Com 75281A109 11,602 1,123,093 SH   SOLE N/A 1,032,671 0 90,422
Ryman Hospitality Pptys Inc Com 78377T107 44,742 577,248 SH   SOLE N/A 534,005 0 43,243
Simon Ppty Group Inc New Com 828806109 14,744 129,594 SH   SOLE N/A 119,770 0 9,824
Store Cap Corp Com 862121100 2,054 61,326 SH   SOLE N/A 57,372 0 3,954
Taylor Morrison Home Corp Com 87724P106 28,366 920,686 SH   SOLE N/A 847,038 0 73,648
U S Silica Hldgs Inc Com 90346E103 6,167 501,753 SH   SOLE N/A 456,891 0 44,862