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   21,496,233 1,670,259 SH   SOLE N/A 1,553,833 0 116,426
Affiliated Managers Group Inc Com 008252108   55,817,177 301,845 SH   SOLE N/A 280,485 0 21,360
Ally Finl Inc Com 02005N100   33,087,068 918,830 SH   SOLE N/A 854,676 0 64,154
Altice USA Inc Cl A 02156K103   1,712,479 710,572 SH   SOLE N/A 655,425 0 55,147
Ares Capital Corp Com 04010L103   29,846,533 1,363,478 SH   SOLE N/A 1,276,910 0 86,568
Ballard Pwr Sys Inc New Com 058586108   994,157 598,890 SH   SOLE N/A 559,481 0 39,409
Berkshire Hathaway Inc Del Cl B New 084670702   846,274 1,867 SH   SOLE N/A 1,835 0 32
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   15,901,785 293,445 SH   SOLE N/A 272,565 0 20,880
Brookfield Corp Cl A Ltd Vt Sh 11271J107   84,707,612 1,474,458 SH   SOLE N/A 1,375,385 0 99,073
Brookfield Wealth Sol Ltd CL A Exchangeab G17434104   599,731 10,441 SH   SOLE N/A 9,733 0 708
Check Point Software Tech Lt Ord M22465104   22,111,628 118,434 SH   SOLE N/A 110,360 0 8,074
The Cigna Group Com 125523100   29,865,922 108,155 SH   SOLE N/A 100,381 0 7,774
Citizens Finl Group Inc Com 174610105   42,339,988 967,550 SH   SOLE N/A 901,136 0 66,414
Discover Finl Svcs Com 254709108   52,546,376 303,333 SH   SOLE N/A 282,745 0 20,588
Intel Corp Com 458140100   13,027,909 649,771 SH   SOLE N/A 603,219 0 46,552
Iqvia Hldgs Inc Com 46266C105   13,303,727 67,700 SH   SOLE N/A 62,794 0 4,906
Kinder Morgan Inc Del Com 49456B101   46,605,893 1,700,945 SH   SOLE N/A 1,587,516 0 113,429
LKQ Corp Com 501889208   21,121,769 574,742 SH   SOLE N/A 534,180 0 40,562
MasTec Inc Com 576323109   21,541,024 158,227 SH   SOLE N/A 147,125 0 11,102
Nexstar Media Group Inc Common Stock 65336K103   30,735,907 194,568 SH   SOLE N/A 181,348 0 13,220
NICE Ltd Sponsored ADR 653656108   31,161,394 183,475 SH   SOLE N/A 170,851 0 12,624
Oaktree Specialty Lending Co Com 67401P405   29,482,622 1,929,491 SH   SOLE N/A 1,799,921 0 129,570
Penske Automotive Grp Inc Com 70959W103   30,509,646 200,142 SH   SOLE N/A 185,569 0 14,573
Primoris Svcs Corp Com 74164F103   43,514,842 569,566 SH   SOLE N/A 528,967 0 40,599
Quanta Svcs Inc Com 74762E102   16,844,833 53,298 SH   SOLE N/A 49,471 0 3,827
Radian Group Inc Com 750236101   51,778,745 1,632,369 SH   SOLE N/A 1,522,611 0 109,758
Rocket Cos Inc Com Cl A 77311W101   20,944,276 1,860,060 SH   SOLE N/A 1,727,890 0 132,170
Ryman Hospitality Pptys Inc Com 78377T107   53,339,547 511,209 SH   SOLE N/A 477,180 0 34,029
Simon Ppty Group Inc New Com 828806109   5,330,244 30,952 SH   SOLE N/A 29,045 0 1,907
Taylor Morrison Home Corp Com 87724P106   49,987,269 816,652 SH   SOLE N/A 763,014 0 53,638
Warner Bros Discovery Inc Com Ser A 934423104   12,253,653 1,159,286 SH   SOLE N/A 1,077,297 0 81,989