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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aercap Holdings NV Shs N00985106 13,933,062 119,086 SH SOLE N/A 110,992 0 8,094
AES Corp Com 00130H105 24,311,920 2,311,019 SH SOLE N/A 2,158,445 0 152,574
Affiliated Managers Group Inc Com 008252108 57,798,236 293,735 SH SOLE N/A 273,439 0 20,296
Ally Finl Inc Com 02005N100 35,473,713 910,750 SH SOLE N/A 848,854 0 61,896
Altice USA Inc Cl A 02156K103 1,497,619 699,822 SH SOLE N/A 646,457 0 53,365
Ares Capital Corp Com 04010L103 28,915,017 1,316,713 SH SOLE N/A 1,234,813 0 81,900
Ballard Pwr Sys Inc New Com 058586108 933,001 586,793 SH SOLE N/A 548,592 0 38,201
Berkshire Hathaway Inc Del Cl B New 084670702 902,075 1,857 SH SOLE N/A 1,857 0 0
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105 15,737,166 284,681 SH SOLE N/A 264,868 0 19,813
Brookfield Corp Cl A Ltd Vt Sh 11271J107 89,223,759 1,442,583 SH SOLE N/A 1,347,612 0 94,971
Brookfield Wealth Sol Ltd CL A Exchangeab G17434104 466,439 7,550 SH SOLE N/A 7,046 0 504
Check Point Software Tech Lt Ord M22465104 30,824,771 139,321 SH SOLE N/A 130,132 0 9,189
The Cigna Group Com 125523100 35,357,514 106,956 SH SOLE N/A 99,389 0 7,567
Citizens Finl Group Inc Com 174610105 44,618,883 997,070 SH SOLE N/A 930,262 0 66,808
Capital One Finl Corp Com 14040H105 60,586,389 284,764 SH SOLE N/A 265,770 0 18,994
Equitable Hldgs Inc Com 29452E101 37,833,503 674,394 SH SOLE N/A 629,187 0 45,207
Intel Corp Com 458140100 14,372,736 641,640 SH SOLE N/A 596,802 0 44,838
Iqvia Hldgs Inc Com 46266C105 10,691,378 67,843 SH SOLE N/A 63,084 0 4,759
Kinder Morgan Inc Del Com 49456B101 48,048,508 1,634,303 SH SOLE N/A 1,527,390 0 106,913
MasTec Inc Com 576323109 9,221,967 54,110 SH SOLE N/A 50,062 0 4,048
Nexstar Media Group Inc Common Stock 65336K103 33,325,563 192,689 SH SOLE N/A 179,928 0 12,761
NICE Ltd Sponsored ADR 653656108 38,070,625 225,390 SH SOLE N/A 210,065 0 15,325
Oaktree Specialty Lending Co Com 67401P405 30,220,728 2,212,352 SH SOLE N/A 2,067,402 0 144,950
Penske Automotive Grp Inc Com 70959W103 31,492,945 183,301 SH SOLE N/A 170,350 0 12,951
Primoris Svcs Corp Com 74164F103 43,039,949 552,219 SH SOLE N/A 513,924 0 38,295
Quanta Svcs Inc Com 74762E102 10,785,110 28,526 SH SOLE N/A 26,558 0 1,968
Radian Group Inc Com 750236101 57,175,843 1,587,336 SH SOLE N/A 1,482,822 0 104,514
Rocket Cos Inc Com Cl A 77311W101 26,302,071 1,854,871 SH SOLE N/A 1,725,131 0 129,740
Ryman Hospitality Pptys Inc Com 78377T107 51,486,993 521,810 SH SOLE N/A 487,889 0 33,921
Simon Ppty Group Inc New Com 828806109 4,691,298 29,182 SH SOLE N/A 27,499 0 1,683
Taylor Morrison Home Corp Com 87724P106 49,383,277 804,026 SH SOLE N/A 752,047 0 51,979
Warner Bros Discovery Inc Com Ser A 934423104 13,168,755 1,149,106 SH SOLE N/A 1,069,369 0 79,737