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   29,169,292 1,660,176 SH   SOLE N/A 1,544,670 0 115,506
Affiliated Managers Group Inc Com 008252108   48,026,821 307,411 SH   SOLE N/A 286,009 0 21,402
Ally Finl Inc Com 02005N100   36,485,848 919,734 SH   SOLE N/A 855,738 0 63,996
Altice USA Inc Cl A 02156K103   1,472,292 721,712 SH   SOLE N/A 665,755 0 55,957
Ares Capital Corp Com 04010L103   29,138,259 1,398,189 SH   SOLE N/A 1,309,899 0 88,290
Ballard Pwr Sys Inc New Com 058586108   1,372,455 609,980 SH   SOLE N/A 569,715 0 40,265
Berkshire Hathaway Inc Del Cl B New 084670702   1,021,882 2,512 SH   SOLE N/A 2,512 0 0
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105   14,661,845 385,331 SH   SOLE N/A 358,237 0 27,094
Brookfield Corp Cl A Ltd Vt Sh 11271J107   62,225,591 1,497,968 SH   SOLE N/A 1,397,263 0 100,705
Brookfield Reins Ltd Cl A Exch Lt Vtg G16250105   443,724 10,669 SH   SOLE N/A 9,949 0 720
Check Point Software Tech Lt Ord M22465104   9,520,170 57,698 SH   SOLE N/A 53,904 0 3,794
The Cigna Group Com 125523100   35,776,269 108,226 SH   SOLE N/A 100,414 0 7,812
Citizens Finl Group Inc Com 174610105   35,341,142 980,881 SH   SOLE N/A 913,989 0 66,892
Discover Finl Svcs Com 254709108   49,444,218 377,985 SH   SOLE N/A 352,831 0 25,154
Intel Corp Com 458140100   20,483,868 661,410 SH   SOLE N/A 614,974 0 46,436
Kinder Morgan Inc Del Com 49456B101   34,102,325 1,716,272 SH   SOLE N/A 1,602,483 0 113,789
LKQ Corp Com 501889208   24,006,413 577,216 SH   SOLE N/A 535,838 0 41,378
MasTec Inc Com 576323109   24,966,544 233,354 SH   SOLE N/A 217,805 0 15,549
Nexstar Media Group Inc Common Stock 65336K103   32,265,538 194,359 SH   SOLE N/A 181,148 0 13,211
Oaktree Specialty Lending Co Com 67401P405   28,430,563 1,511,460 SH   SOLE N/A 1,401,854 0 109,606
Penske Automotive Grp Inc Com 70959W103   31,858,539 213,787 SH   SOLE N/A 198,998 0 14,789
Primoris Svcs Corp Com 74164F103   29,051,795 582,317 SH   SOLE N/A 541,399 0 40,918
Quanta Svcs Inc Com 74762E102   19,790,308 77,887 SH   SOLE N/A 72,518 0 5,369
Radian Group Inc Com 750236101   51,725,458 1,663,198 SH   SOLE N/A 1,550,794 0 112,404
Rocket Cos Inc Com Cl A 77311W101   22,349,851 1,631,376 SH   SOLE N/A 1,516,461 0 114,915
Ryman Hospitality Pptys Inc Com 78377T107   51,177,950 512,497 SH   SOLE N/A 478,436 0 34,061
Simon Ppty Group Inc New Com 828806109   21,420,043 141,107 SH   SOLE N/A 131,892 0 9,215
Taylor Morrison Home Corp Com 87724P106   48,558,843 875,881 SH   SOLE N/A 818,001 0 57,880
Warner Bros Discovery Inc Com Ser A 934423104   8,671,632 1,165,542 SH   SOLE N/A 1,081,807 0 83,735