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
Aercap Holdings NV Shs N00985106   14,431,307 119,267 SH   SOLE N/A 111,173 0 8,094
AES Corp Com 00130H105   30,475,388 2,315,759 SH   SOLE N/A 2,163,345 0 152,414
Affiliated Managers Group Inc Com 008252108   60,797,027 254,989 SH   SOLE N/A 237,387 0 17,602
Ally Finl Inc Com 02005N100   35,585,682 907,798 SH   SOLE N/A 845,902 0 61,896
Altice USA Inc Cl A 02156K103   1,670,675 693,226 SH   SOLE N/A 639,861 0 53,365
Ares Capital Corp Com 04010L103   26,008,647 1,274,309 SH   SOLE N/A 1,193,535 0 80,774
Ballard Pwr Sys Inc New Com 058586108   551,526 202,767 SH   SOLE N/A 190,907 0 11,860
Berkshire Hathaway Inc Del Cl B New 084670702   933,588 1,857 SH   SOLE N/A 1,857 0 0
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   15,940,125 279,946 SH   SOLE N/A 260,133 0 19,813
Brookfield Corp Cl A Ltd Vt Sh 11271J107   97,366,044 1,419,744 SH   SOLE N/A 1,325,053 0 94,691
Brookfield Wealth Sol Ltd CL A Exchangeab G17434104   461,143 6,733 SH   SOLE N/A 6,329 0 404
Check Point Software Tech Lt Ord M22465104   28,851,117 139,438 SH   SOLE N/A 130,169 0 9,269
The Cigna Group Com 125523100   20,162,511 69,948 SH   SOLE N/A 65,266 0 4,682
Citizens Finl Group Inc Com 174610105   52,501,082 987,605 SH   SOLE N/A 920,935 0 66,670
Capital One Finl Corp Com 14040H105   59,979,022 282,148 SH   SOLE N/A 263,177 0 18,971
Equitable Hldgs Inc Com 29452E101   34,259,489 674,665 SH   SOLE N/A 629,458 0 45,207
Intel Corp Com 458140100   21,250,134 633,387 SH   SOLE N/A 588,549 0 44,838
Iqvia Hldgs Inc Com 46266C105   12,893,127 67,880 SH   SOLE N/A 63,121 0 4,759
Kinder Morgan Inc Del Com 49456B101   44,611,691 1,575,828 SH   SOLE N/A 1,470,971 0 104,857
MasTec Inc Com 576323109   11,191,465 52,589 SH   SOLE N/A 48,593 0 3,996
Nexstar Media Group Inc Common Stock 65336K103   37,810,854 191,215 SH   SOLE N/A 178,479 0 12,736
NICE Ltd Sponsored ADR 653656108   36,662,639 253,230 SH   SOLE N/A 236,393 0 16,837
Oaktree Specialty Lending Co Com 67401P405   32,455,598 2,487,019 SH   SOLE N/A 2,323,531 0 163,488
Penske Automotive Grp Inc Com 70959W103   31,179,802 179,287 SH   SOLE N/A 166,544 0 12,743
Primoris Svcs Corp Com 74164F103   62,882,583 457,894 SH   SOLE N/A 426,298 0 31,596
Radian Group Inc Com 750236101   57,147,264 1,577,782 SH   SOLE N/A 1,473,410 0 104,372
Rocket Cos Inc Com Cl A 77311W101   35,677,630 1,840,951 SH   SOLE N/A 1,711,181 0 129,770
Ryman Hospitality Pptys Inc Com 78377T107   46,570,495 519,818 SH   SOLE N/A 485,932 0 33,886
Simon Ppty Group Inc New Com 828806109   5,272,213 28,093 SH   SOLE N/A 26,471 0 1,622
Taylor Morrison Home Corp Com 87724P106   52,696,575 798,312 SH   SOLE N/A 746,304 0 52,008
Warner Bros Discovery Inc Com Ser A 934423104   22,411,808 1,147,558 SH   SOLE N/A 1,067,821 0 79,737