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 45,143 1,977,363 SH   SOLE N/A 1,824,159 0 153,204
Affiliated Managers Group Inc Com 008252108 46,976 310,915 SH   SOLE N/A 285,967 0 24,948
Ally Finl Inc Com 02005N100 31,209 611,336 SH   SOLE N/A 560,628 0 50,708
Altice USA Inc Cl A 02156K103 6,077 293,290 SH   SOLE N/A 269,122 0 24,168
Ares Capital Corp Com 04010L103 30,596 1,504,976 SH   SOLE N/A 1,389,662 0 115,314
Ballard Pwr Sys Inc New Com 058586108 8,048 572,830 SH   SOLE N/A 529,098 0 43,732
Berkshire Hathaway Inc Del Cl B New 084670702 1,191 4,364 SH   SOLE N/A 4,160 0 204
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 81,968 1,531,832 SH   SOLE N/A 1,410,470 0 121,362
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg G16169107 571 10,273 SH   SOLE N/A 9,458 0 815
Centene Corp Del Com 15135B101 9,102 146,072 SH   SOLE N/A 134,216 0 11,856
Cigna Corp New Com 125523100 22,816 113,987 SH   SOLE N/A 104,644 0 9,343
Citizens Finl Group Inc Com 174610105 37,311 794,199 SH   SOLE N/A 732,515 0 61,684
Discover Finl Svcs Com 254709108 47,768 388,835 SH   SOLE N/A 358,589 0 30,246
Discovery Inc Com Ser C 25470F302 21,795 898,015 SH   SOLE N/A 827,667 0 70,348
Disney Walt Co Com 254687106 720 4,254 SH   SOLE N/A 3,684 0 570
Hanesbrands Inc Com 410345102 2,734 159,326 SH   SOLE N/A 152,812 0 6,514
Intel Corp Com 458140100 16,675 312,974 SH   SOLE N/A 289,592 0 23,382
Kinder Morgan Inc Del Com 49456B101 23,087 1,379,969 SH   SOLE N/A 1,277,289 0 102,680
LKQ Corp Com 501889208 33,853 672,751 SH   SOLE N/A 620,009 0 52,742
Lumen Technologies Inc Com 550241103 10,322 833,095 SH   SOLE N/A 766,421 0 66,674
MasTec Inc Com 576323109 20,044 232,317 SH   SOLE N/A 213,965 0 18,352
Oaktree Specialty Lending Co Com 67401P108 31,728 4,493,990 SH   SOLE N/A 4,114,770 0 379,220
Penske Automotive Grp Inc Com 70959W103 25,380 252,287 SH   SOLE N/A 231,841 0 20,446
Price T Rowe Group Inc Com 74144T108 2,016 10,250 SH   SOLE N/A 9,320 0 930
Primoris Svcs Corp Com 74164F103 11,088 452,737 SH   SOLE N/A 415,059 0 37,678
Quanta Svcs Inc Com 74762E102 27,036 237,533 SH   SOLE N/A 219,221 0 18,312
Radian Group Inc Com 750236101 50,107 2,205,427 SH   SOLE N/A 2,027,975 0 177,452
Range Res Corp Com 75281A109 24,537 1,084,251 SH   SOLE N/A 996,099 0 88,152
Ryman Hospitality Pptys Inc Com 78377T107 46,175 551,675 SH   SOLE N/A 509,664 0 42,011
Simon Ppty Group Inc New Com 828806109 15,979 122,944 SH   SOLE N/A 113,344 0 9,600
Store Cap Corp Com 862121100 1,974 61,633 SH   SOLE N/A 57,679 0 3,954
Taylor Morrison Home Corp Com 87724P106 27,310 1,059,338 SH   SOLE N/A 975,098 0 84,240
U S Silica Hldgs Inc Com 90346E103 3,855 482,482 SH   SOLE N/A 438,706 0 43,776