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   33,318,617 1,660,948 SH   SOLE N/A 1,543,542 0 117,406
Affiliated Managers Group Inc Com 008252108   53,854,731 302,895 SH   SOLE N/A 281,310 0 21,585
Ally Finl Inc Com 02005N100   32,431,921 911,265 SH   SOLE N/A 846,545 0 64,720
Altice USA Inc Cl A 02156K103   1,760,327 715,580 SH   SOLE N/A 659,863 0 55,717
Ares Capital Corp Com 04010L103   28,896,090 1,379,947 SH   SOLE N/A 1,292,457 0 87,490
Ballard Pwr Sys Inc New Com 058586108   1,084,748 602,638 SH   SOLE N/A 562,841 0 39,797
Berkshire Hathaway Inc Del Cl B New 084670702   1,119,813 2,433 SH   SOLE N/A 2,401 0 32
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   17,948,447 379,540 SH   SOLE N/A 352,508 0 27,032
Brookfield Corp Cl A Ltd Vt Sh 11271J107   78,162,284 1,470,598 SH   SOLE N/A 1,369,707 0 100,891
Brookfield Wealth Sol Ltd CL A Exchangeab G17434104   563,124 10,593 SH   SOLE N/A 9,877 0 716
Check Point Software Tech Lt Ord M22465104   22,625,097 117,344 SH   SOLE N/A 109,190 0 8,154
The Cigna Group Com 125523100   37,151,879 107,239 SH   SOLE N/A 99,400 0 7,839
Citizens Finl Group Inc Com 174610105   39,754,158 967,961 SH   SOLE N/A 900,969 0 66,992
Discover Finl Svcs Com 254709108   51,803,065 369,257 SH   SOLE N/A 344,282 0 24,975
Intel Corp Com 458140100   15,413,666 657,019 SH   SOLE N/A 610,065 0 46,954
Kinder Morgan Inc Del Com 49456B101   37,511,891 1,698,139 SH   SOLE N/A 1,583,714 0 114,425
LKQ Corp Com 501889208   22,996,275 576,059 SH   SOLE N/A 535,037 0 41,022
MasTec Inc Com 576323109   28,198,271 229,068 SH   SOLE N/A 213,609 0 15,459
Nexstar Media Group Inc Common Stock 65336K103   31,912,550 193,000 SH   SOLE N/A 179,666 0 13,334
NICE Ltd Sponsored ADR 653656108   22,849,415 131,568 SH   SOLE N/A 122,122 0 9,446
Oaktree Specialty Lending Co Com 67401P405   24,974,688 1,531,250 SH   SOLE N/A 1,420,592 0 110,658
Penske Automotive Grp Inc Com 70959W103   31,899,938 196,404 SH   SOLE N/A 181,641 0 14,763
Primoris Svcs Corp Com 74164F103   33,449,085 575,914 SH   SOLE N/A 534,744 0 41,170
Quanta Svcs Inc Com 74762E102   21,176,402 71,026 SH   SOLE N/A 65,899 0 5,127
Radian Group Inc Com 750236101   56,704,101 1,634,595 SH   SOLE N/A 1,523,671 0 110,924
Rocket Cos Inc Com Cl A 77311W101   29,458,262 1,535,084 SH   SOLE N/A 1,423,862 0 111,222
Ryman Hospitality Pptys Inc Com 78377T107   54,650,684 509,611 SH   SOLE N/A 475,260 0 34,351
Simon Ppty Group Inc New Com 828806109   15,292,761 90,479 SH   SOLE N/A 83,533 0 6,946
Taylor Morrison Home Corp Com 87724P106   60,630,656 862,947 SH   SOLE N/A 805,625 0 57,322
Warner Bros Discovery Inc Com Ser A 934423104   9,557,122 1,158,439 SH   SOLE N/A 1,075,738 0 82,701