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   47,528,834 1,652,602 SH   SOLE N/A 1,530,610 0 121,992
Affiliated Managers Group Inc Com 008252108   50,025,857 315,760 SH   SOLE N/A 291,826 0 23,934
Ally Finl Inc Com 02005N100   17,761,703 726,450 SH   SOLE N/A 672,930 0 53,520
Altice USA Inc Cl A 02156K103   2,340,314 508,764 SH   SOLE N/A 467,368 0 41,396
Ares Capital Corp Com 04010L103   25,332,381 1,371,542 SH   SOLE N/A 1,281,958 0 89,584
Ballard Pwr Sys Inc New Com 058586108   2,997,237 625,728 SH   SOLE N/A 581,000 0 44,728
Berkshire Hathaway Inc Del Cl B New 084670702   1,121,616 3,631 SH   SOLE N/A 3,465 0 166
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   10,546,604 367,862 SH   SOLE N/A 340,561 0 27,301
Brookfield Corp Cl A Ltd Vt Sh 11271J107   45,856,977 1,457,628 SH   SOLE N/A 1,349,260 0 108,368
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   347,319 11,100 SH   SOLE N/A 10,264 0 836
Cigna Corp New Com 125523100   36,386,765 109,817 SH   SOLE N/A 101,331 0 8,486
Citizens Finl Group Inc Com 174610105   31,935,251 811,157 SH   SOLE N/A 752,083 0 59,074
Discover Finl Svcs Com 254709108   37,918,419 387,595 SH   SOLE N/A 359,457 0 28,138
Hanesbrands Inc Com 410345102   1,313,232 206,483 SH   SOLE N/A 194,077 0 12,406
Intel Corp Com 458140100   8,504,122 321,760 SH   SOLE N/A 299,346 0 22,414
Kinder Morgan Inc Del Com 49456B101   21,367,613 1,181,837 SH   SOLE N/A 1,103,136 0 78,701
LKQ Corp Com 501889208   31,206,021 584,273 SH   SOLE N/A 541,361 0 42,912
MasTec Inc Com 576323109   20,423,736 239,350 SH   SOLE N/A 221,934 0 17,416
Nexstar Media Group Inc Common Stock 65336K103   26,723,755 152,681 SH   SOLE N/A 141,645 0 11,036
Oaktree Specialty Lending Co Com 67401P108   31,399,775 4,570,564 SH   SOLE N/A 4,209,277 0 361,287
Penske Automotive Grp Inc Com 70959W103   28,347,714 246,652 SH   SOLE N/A 228,052 0 18,600
Primoris Svcs Corp Com 74164F103   10,734,672 489,274 SH   SOLE N/A 451,698 0 37,576
Quanta Svcs Inc Com 74762E102   30,409,073 213,397 SH   SOLE N/A 197,729 0 15,668
Radian Group Inc Com 750236101   41,884,280 2,196,344 SH   SOLE N/A 2,028,872 0 167,472
Range Res Corp Com 75281A109   24,481,595 978,481 SH   SOLE N/A 901,969 0 76,512
Rocket Cos Inc Com Cl A 77311W101   11,742,192 1,677,456 SH   SOLE N/A 1,548,162 0 129,294
Ryman Hospitality Pptys Inc Com 78377T107   44,388,162 542,775 SH   SOLE N/A 504,004 0 38,771
Simon Ppty Group Inc New Com 828806109   15,765,229 134,195 SH   SOLE N/A 124,862 0 9,333
Store Cap Corp Com 862121100   5,091,256 158,804 SH   SOLE N/A 150,771 0 8,033
Taylor Morrison Home Corp Com 87724P106   32,654,931 1,075,945 SH   SOLE N/A 995,229 0 80,716
U S Silica Hldgs Inc Com 90346E103   5,890,438 471,235 SH   SOLE N/A 430,345 0 40,890
Warner Bros Discovery Inc Com Ser A 934423104   10,691,136 1,127,757 SH   SOLE N/A 1,045,461 0 82,296