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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES Corp Com 00130H105   39,467,602 1,639,020 SH   SOLE N/A 1,517,110 0 121,910
Affiliated Managers Group Inc Com 008252108   44,696,381 313,835 SH   SOLE N/A 289,965 0 23,870
Ally Finl Inc Com 02005N100   23,561,707 924,351 SH   SOLE N/A 854,157 0 70,194
Altice USA Inc Cl A 02156K103   2,502,920 731,848 SH   SOLE N/A 670,556 0 61,292
Ares Capital Corp Com 04010L103   25,061,787 1,371,370 SH   SOLE N/A 1,281,786 0 89,584
Ballard Pwr Sys Inc New Com 058586108   3,494,417 627,364 SH   SOLE N/A 582,636 0 44,728
Berkshire Hathaway Inc Del Cl B New 084670702   1,130,407 3,661 SH   SOLE N/A 3,495 0 166
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   12,477,347 381,337 SH   SOLE N/A 352,551 0 28,786
Brookfield Corp Cl A Ltd Vt Sh 11271J107   47,360,733 1,453,229 SH   SOLE N/A 1,344,553 0 108,676
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   364,726 11,059 SH   SOLE N/A 10,223 0 836
The Cigna Group Com 125523100   27,608,994 108,046 SH   SOLE N/A 99,565 0 8,481
Citizens Finl Group Inc Com 174610105   24,797,135 816,501 SH   SOLE N/A 756,355 0 60,146
Discover Finl Svcs Com 254709108   38,217,771 386,663 SH   SOLE N/A 358,536 0 28,127
Hanesbrands Inc Com 410345102   1,085,527 206,374 SH   SOLE N/A 193,968 0 12,406
Intel Corp Com 458140100   10,434,902 319,403 SH   SOLE N/A 296,989 0 22,414
Kinder Morgan Inc Del Com 49456B101   20,526,255 1,172,259 SH   SOLE N/A 1,093,558 0 78,701
LKQ Corp Com 501889208   32,600,276 574,353 SH   SOLE N/A 531,471 0 42,882
MasTec Inc Com 576323109   22,437,055 237,580 SH   SOLE N/A 220,164 0 17,416
Nexstar Media Group Inc Common Stock 65336K103   26,511,252 153,546 SH   SOLE N/A 142,380 0 11,166
Oaktree Specialty Lending Co Com 67401P405   28,509,077 1,518,864 SH   SOLE N/A 1,398,969 0 119,895
Penske Automotive Grp Inc Com 70959W103   33,967,040 239,525 SH   SOLE N/A 221,424 0 18,101
Primoris Svcs Corp Com 74164F103   12,104,706 490,864 SH   SOLE N/A 452,754 0 38,110
Quanta Svcs Inc Com 74762E102   26,244,800 157,494 SH   SOLE N/A 145,789 0 11,705
Radian Group Inc Com 750236101   48,257,648 2,183,604 SH   SOLE N/A 2,015,948 0 167,656
Range Res Corp Com 75281A109   25,455,908 961,689 SH   SOLE N/A 886,311 0 75,378
Rocket Cos Inc Com Cl A 77311W101   15,183,618 1,675,896 SH   SOLE N/A 1,546,602 0 129,294
Ryman Hospitality Pptys Inc Com 78377T107   48,533,252 540,881 SH   SOLE N/A 502,021 0 38,860
Simon Ppty Group Inc New Com 828806109   15,514,339 138,558 SH   SOLE N/A 128,805 0 9,753
Taylor Morrison Home Corp Com 87724P106   40,784,204 1,065,975 SH   SOLE N/A 985,705 0 80,270
U S Silica Hldgs Inc Com 90346E103   5,603,036 469,266 SH   SOLE N/A 428,376 0 40,890
Warner Bros Discovery Inc Com Ser A 934423104   17,014,635 1,126,797 SH   SOLE N/A 1,044,501 0 82,296