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   29,680,318 1,655,344 SH   SOLE N/A 1,541,118 0 114,226
Affiliated Managers Group Inc Com 008252108   51,709,377 308,768 SH   SOLE N/A 287,334 0 21,434
Ally Finl Inc Com 02005N100   37,496,636 923,790 SH   SOLE N/A 859,730 0 64,060
Altice USA Inc Cl A 02156K103   1,902,967 729,106 SH   SOLE N/A 673,149 0 55,957
Ares Capital Corp Com 04010L103   29,113,002 1,398,319 SH   SOLE N/A 1,312,967 0 85,352
Ballard Pwr Sys Inc New Com 058586108   1,709,416 614,898 SH   SOLE N/A 574,633 0 40,265
Berkshire Hathaway Inc Del Cl B New 084670702   1,082,839 2,575 SH   SOLE N/A 2,557 0 18
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   16,223,586 386,092 SH   SOLE N/A 359,224 0 26,868
Brookfield Corp Cl A Ltd Vt Sh 11271J107   62,944,050 1,503,321 SH   SOLE N/A 1,402,662 0 100,659
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   447,923 10,721 SH   SOLE N/A 9,993 0 728
The Cigna Group Com 125523100   39,306,601 108,226 SH   SOLE N/A 100,430 0 7,796
Citizens Finl Group Inc Com 174610105   35,660,586 982,656 SH   SOLE N/A 915,924 0 66,732
Discover Finl Svcs Com 254709108   50,217,040 383,073 SH   SOLE N/A 357,754 0 25,319
Intel Corp Com 458140100   29,141,997 659,769 SH   SOLE N/A 613,891 0 45,878
Kinder Morgan Inc Del Com 49456B101   27,844,026 1,518,213 SH   SOLE N/A 1,420,734 0 97,479
LKQ Corp Com 501889208   29,829,805 558,506 SH   SOLE N/A 520,070 0 38,436
MasTec Inc Com 576323109   22,238,726 238,485 SH   SOLE N/A 222,441 0 16,044
Nexstar Media Group Inc Common Stock 65336K103   33,525,567 194,588 SH   SOLE N/A 181,341 0 13,247
Oaktree Specialty Lending Co Com 67401P405   29,817,437 1,516,655 SH   SOLE N/A 1,407,399 0 109,256
Penske Automotive Grp Inc Com 70959W103   34,815,863 214,926 SH   SOLE N/A 199,862 0 15,064
Primoris Svcs Corp Com 74164F103   24,841,298 583,540 SH   SOLE N/A 542,964 0 40,576
Quanta Svcs Inc Com 74762E102   27,155,075 104,523 SH   SOLE N/A 97,340 0 7,183
Radian Group Inc Com 750236101   55,680,759 1,663,602 SH   SOLE N/A 1,551,452 0 112,150
Rocket Cos Inc Com Cl A 77311W101   23,904,879 1,642,947 SH   SOLE N/A 1,527,372 0 115,575
Ryman Hospitality Pptys Inc Com 78377T107   59,343,075 513,304 SH   SOLE N/A 479,179 0 34,125
Simon Ppty Group Inc New Com 828806109   22,171,034 141,677 SH   SOLE N/A 132,425 0 9,252
Taylor Morrison Home Corp Com 87724P106   54,615,288 878,483 SH   SOLE N/A 820,149 0 58,334
Warner Bros Discovery Inc Com Ser A 934423104   10,111,662 1,158,266 SH   SOLE N/A 1,078,279 0 79,987