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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aercap Holdings NV Shs N00985106 48,627,835 333,570 SH SOLE N/A 309,938 0 23,632
AES Corp Com 00130H105 245,555 16,750 SH SOLE N/A 16,614 0 136
Affiliated Managers Group Inc Com 008252108 71,095,810 210,094 SH SOLE N/A 195,516 0 14,578
Allison Transmission Hldgs Com 01973R101 17,501,194 155,235 SH SOLE N/A 144,485 0 10,750
Ally Finl Inc Com 02005N100 40,794,456 887,801 SH SOLE N/A 825,675 0 62,126
Ares Capital Corp Com 04010L103 23,464,224 1,266,283 SH SOLE N/A 1,184,854 0 81,429
Ares Management Corporation Cl A Com Stk 03990B101 20,953,885 188,248 SH SOLE N/A 174,824 0 13,424
Ballard Pwr Sys Inc New Com 058586108 504,992 129,818 SH SOLE N/A 121,710 0 8,108
Berkshire Hathaway Inc Del Cl B New 084670702 906,707 1,812 SH SOLE N/A 1,812 0 0
Blackstone Inc Com 09260D107 24,114,937 204,937 SH SOLE N/A 190,347 0 14,590
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Shs 113004105 12,139,370 270,666 SH SOLE N/A 250,900 0 19,766
Brookfield Corp Cl A Ltd Vt Sh 11271J107 89,173,494 2,093,766 SH SOLE N/A 1,951,461 0 142,305
Brookfield Wealth Sol Ltd CL A Exchangeab G17434104 291,282 6,828 SH SOLE N/A 6,228 0 600
Check Point Software Tech Lt Ord M22465104 22,706,504 172,765 SH SOLE N/A 161,055 0 11,710
The Cigna Group Com 125523100 26,124,264 94,763 SH SOLE N/A 88,196 0 6,567
Citizens Finl Group Inc Com 174610105 67,108,281 957,732 SH SOLE N/A 891,074 0 66,658
Capital One Finl Corp Com 14040H105 55,081,023 274,554 SH SOLE N/A 255,782 0 18,772
Corebridge Finl Inc Com 21871X109 28,926,177 1,010,345 SH SOLE N/A 940,363 0 69,982
Dell Technologies Inc Cl C 24703L202 105,232,231 243,898 SH SOLE N/A 226,354 0 17,544
Equitable Hldgs Inc Com 29452E101 33,652,845 766,929 SH SOLE N/A 714,602 0 52,327
Iqvia Hldgs Inc Com 46266C105 12,929,896 66,918 SH SOLE N/A 62,135 0 4,783
Kinder Morgan Inc Del Com 49456B101 45,364,663 1,418,976 SH SOLE N/A 1,317,189 0 101,787
MasTec Inc Com 576323109 6,708,968 16,125 SH SOLE N/A 15,050 0 1,075
Nexstar Media Group Inc Common Stock 65336K103 30,961,077 173,364 SH SOLE N/A 160,992 0 12,372
NICE Ltd Sponsored ADR 653656108 25,232,134 277,734 SH SOLE N/A 258,992 0 18,742
Oaktree Specialty Lending Com 67401P405 29,549,160 2,474,804 SH SOLE N/A 2,309,683 0 165,121
Penske Automotive Grp Inc Com 70959W103 30,778,326 171,994 SH SOLE N/A 159,373 0 12,621
Primoris Svcs Corp Com 74164F103 37,749,356 380,845 SH SOLE N/A 354,400 0 26,445
Radian Group Inc Com 750236101 59,355,376 1,575,667 SH SOLE N/A 1,469,978 0 105,689
Rocket Cos Inc Com Cl A 77311W101 41,145,095 2,612,387 SH SOLE N/A 2,431,543 0 180,844
Ryman Hospitality Pptys Inc Com 78377T107 65,555,872 509,964 SH SOLE N/A 475,834 0 34,130
Simon Ppty Group Inc New Com 828806109 5,534,443 24,746 SH SOLE N/A 23,114 0 1,632
Taylor Morrison Home Corp Com 87724P106 15,835,529 220,735 SH SOLE N/A 205,311 0 15,424