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 13,604 1,000,292 SH   SOLE N/A 911,848 0 88,444
Affiliated Managers Group Inc Com 008252108 16,396 277,246 SH   SOLE N/A 253,434 0 23,812
Ally Finl Inc Com 02005N100 8,080 559,932 SH   SOLE N/A 510,946 0 48,986
Ares Capital Corp Com 04010L103 20,646 1,915,243 SH   SOLE N/A 1,750,037 0 165,206
Berkshire Hathaway Inc Del Cl B New 084670702 25,050 137,014 SH   SOLE N/A 126,095 0 10,919
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 49,851 1,126,586 SH   SOLE N/A 1,030,092 0 96,494
CenturyLink Inc Com 156700106 11,518 1,217,550 SH   SOLE N/A 1,114,206 0 103,344
Cigna Corp New Com 125523100 20,285 114,488 SH   SOLE N/A 104,491 0 9,997
Citizens Financial Group Inc Com 174610105 15,450 821,398 SH   SOLE N/A 753,404 0 67,994
Discover Finl Svcs Com 254709108 17,280 484,436 SH   SOLE N/A 444,054 0 40,382
Discovery Inc Com Ser C 25470F302 17,651 1,006,340 SH   SOLE N/A 916,330 0 90,010
Disney Walt Co Com Disney 254687106 13,943 144,340 SH   SOLE N/A 132,150 0 12,190
Hanesbrands Inc Com 410345102 5,333 677,637 SH   SOLE N/A 621,273 0 56,364
Kinder Morgan Inc Del Com 49456B101 28,468 2,045,127 SH   SOLE N/A 1,873,199 0 171,928
LKQ Corp Com 501889208 16,435 801,294 SH   SOLE N/A 729,678 0 71,616
Oaktree Specialty Lending Co Com 67401P108 14,825 4,575,603 SH   SOLE N/A 4,168,323 0 407,280
Penske Automotive Grp Inc Com 70959W103 8,004 285,867 SH   SOLE N/A 262,383 0 23,484
Price T Rowe Group Inc Com 74144T108 2,626 26,894 SH   SOLE N/A 25,276 0 1,618
Qualcomm Inc Com 747525103 9,307 137,573 SH   SOLE N/A 126,619 0 10,954
Radian Group Inc Com 750236101 29,266 2,259,949 SH   SOLE N/A 2,062,335 0 197,614
Range Res Corp Com 75281A109 2,573 1,128,420 SH   SOLE N/A 1,026,138 0 102,282
Ryman Hospitality Pptys Inc Com 78377T107 22,037 614,696 SH   SOLE N/A 563,640 0 51,056
Simon Ppty Group Inc New Com 828806109 7,040 128,327 SH   SOLE N/A 117,709 0 10,618
Taiwan Semiconductor Mfg Ltd Sponsored ADS 874039100 13,062 273,320 SH   SOLE N/A 251,546 0 21,774
U S Silica Hldgs Inc Com 90346E103 984 546,894 SH   SOLE N/A 496,290 0 50,604