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   24,809,714 1,632,218 SH   SOLE N/A 1,513,366 0 118,852
Affiliated Managers Group Inc Com 008252108   40,962,604 314,275 SH   SOLE N/A 291,112 0 23,163
Ally Finl Inc Com 02005N100   24,774,995 928,598 SH   SOLE N/A 860,364 0 68,234
Altice USA Inc Cl A 02156K103   2,411,468 737,452 SH   SOLE N/A 677,556 0 59,896
Ares Capital Corp Com 04010L103   27,106,173 1,392,202 SH   SOLE N/A 1,303,178 0 89,024
Ballard Pwr Sys Inc New Com 058586108   2,285,834 622,843 SH   SOLE N/A 579,475 0 43,368
Berkshire Hathaway Inc Del Cl B New 084670702   1,224,999 3,497 SH   SOLE N/A 3,331 0 166
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   12,867,206 385,939 SH   SOLE N/A 357,558 0 28,381
Brookfield Corp Cl A Ltd Vt Sh 11271J107   47,205,348 1,509,605 SH   SOLE N/A 1,402,039 0 107,566
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   344,282 10,940 SH   SOLE N/A 10,148 0 792
The Cigna Group Com 125523100   31,110,113 108,750 SH   SOLE N/A 100,457 0 8,293
Citizens Finl Group Inc Com 174610105   26,462,508 987,407 SH   SOLE N/A 916,089 0 71,318
Discover Finl Svcs Com 254709108   33,524,424 386,984 SH   SOLE N/A 359,676 0 27,308
Hanesbrands Inc Com 410345102   817,170 206,356 SH   SOLE N/A 194,480 0 11,876
Intel Corp Com 458140100   23,567,517 662,940 SH   SOLE N/A 614,402 0 48,538
Kinder Morgan Inc Del Com 49456B101   19,413,787 1,170,916 SH   SOLE N/A 1,095,089 0 75,827
LKQ Corp Com 501889208   27,887,696 563,274 SH   SOLE N/A 521,840 0 41,434
MasTec Inc Com 576323109   16,753,608 232,786 SH   SOLE N/A 216,446 0 16,340
Nexstar Media Group Inc Common Stock 65336K103   27,918,727 194,732 SH   SOLE N/A 180,716 0 14,016
Oaktree Specialty Lending Co Com 67401P405   30,711,731 1,526,428 SH   SOLE N/A 1,410,334 0 116,094
Penske Automotive Grp Inc Com 70959W103   37,443,325 224,131 SH   SOLE N/A 207,627 0 16,504
Primoris Svcs Corp Com 74164F103   19,056,879 582,245 SH   SOLE N/A 539,009 0 43,236
Quanta Svcs Inc Com 74762E102   23,967,970 128,123 SH   SOLE N/A 118,825 0 9,298
Radian Group Inc Com 750236101   48,218,884 1,920,306 SH   SOLE N/A 1,779,222 0 141,084
Range Res Corp Com 75281A109   28,691,633 885,271 SH   SOLE N/A 817,495 0 67,776
Rocket Cos Inc Com Cl A 77311W101   13,676,772 1,671,977 SH   SOLE N/A 1,547,927 0 124,050
Ryman Hospitality Pptys Inc Com 78377T107   45,042,654 540,858 SH   SOLE N/A 502,879 0 37,979
Simon Ppty Group Inc New Com 828806109   15,309,688 141,717 SH   SOLE N/A 132,012 0 9,705
Taylor Morrison Home Corp Com 87724P106   38,599,419 905,877 SH   SOLE N/A 841,919 0 63,958
U S Silica Hldgs Inc Com 90346E103   6,531,478 465,205 SH   SOLE N/A 425,772 0 39,433
Warner Bros Discovery Inc Com Ser A 934423104   12,257,172 1,128,653 SH   SOLE N/A 1,048,920 0 79,733