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
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101   1,335,559 9,770 SH   SOLE   8,970 0 800
ABBVIE INC COM 00287Y109   44,787,674 226,796 SH   SOLE   31,039 0 195,757
AEGON LTD AMER REG 1 CERT 0076CA104   3,436,542 537,800 SH   SOLE   0 0 537,800
AERCAP HOLDINGS NV SHS N00985106   42,671,928 450,506 SH   SOLE   149,746 0 300,760
AERCAP HOLDINGS NV SHS N00985106   6,429,311 67,877 SH   DFND   67,667 0 210
AKAMAI TECHNOLOGIES INC COM 00971T101   26,739,131 264,875 SH   SOLE   18,784 0 246,091
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   27,581,331 259,907 SH   SOLE   73,417 0 186,490
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,647,644 34,373 SH   DFND   34,270 0 103
ALKERMES PLC SHS G01767105   4,604,831 164,517 SH   SOLE   22,017 0 142,500
ALPHABET INC CAP STK CL A 02079K305   24,834,711 149,742 SH   SOLE   19,209 0 130,533
ALTRIA GROUP INC COM 02209S103   36,917,079 723,297 SH   SOLE   79,303 0 643,994
AMDOCS LTD SHS G02602103   5,177,454 59,187 SH   DFND   59,009 0 178
AMDOCS LTD SHS G02602103   32,175,407 367,803 SH   SOLE   123,853 0 243,950
AMENTUM HOLDINGS INC COM 023939101   9,922,132 307,663 SH   SOLE   29,366 0 278,297
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   1,865,960 114,056 SH   DFND   113,694 0 362
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   11,479,943 701,708 SH   SOLE   229,808 0 471,900
AMERICAN EXPRESS CO COM 025816109   41,159,210 151,767 SH   SOLE   16,549 0 135,218
AMERICAN INTL GROUP INC COM NEW 026874784   20,716,401 282,895 SH   SOLE   1,025 0 281,870
AMERIPRISE FINL INC COM 03076C106   46,624,884 99,242 SH   SOLE   10,758 0 88,484
AMGEN INC COM 031162100   41,653,376 129,274 SH   SOLE   13,065 0 116,209
AON PLC SHS CL A G0403H108   4,928 14 SH   DFND   14 0 0
AON PLC SHS CL A G0403H108   313,813 907 SH   SOLE   0 0 907
APOLLO GLOBAL MGMT INC COM 03769M106   44,042,017 352,590 SH   SOLE   21,432 0 331,158
APPLE INC COM 037833100   4,022,978 17,266 SH   SOLE   11,707 0 5,559
ASTRAZENECA PLC SPONSORED ADR 046353108   36,942,039 474,163 SH   SOLE   156,173 0 317,990
ASTRAZENECA PLC SPONSORED ADR 046353108   5,607,157 71,970 SH   DFND   71,753 0 217
AUTOZONE INC COM 053332102   66,182,341 21,010 SH   SOLE   1,554 0 19,456
BAIDU INC SPON ADR REP A 056752108   1,626,684 15,450 SH   DFND   15,401 0 49
BAIDU INC SPON ADR REP A 056752108   11,233,390 106,690 SH   SOLE   36,180 0 70,510
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   3,517,255 324,470 SH   SOLE   0 0 324,470
BANCO SANTANDER S.A. ADR 05964H105   6,044,531 1,185,202 SH   DFND   1,181,701 0 3,501
BANCO SANTANDER S.A. ADR 05964H105   39,094,887 7,665,664 SH   SOLE   2,598,904 0 5,066,760
BANK AMERICA CORP COM 060505104   36,403,225 917,420 SH   SOLE   87,833 0 829,587
BANK NOVA SCOTIA HALIFAX COM 064149107   1,023,050 18,775 SH   SOLE   18,775 0 0
BARCLAYS PLC ADR 06738E204   5,521,710 454,462 SH   DFND   453,092 0 1,370
BARCLAYS PLC ADR 06738E204   36,591,644 3,011,658 SH   SOLE   1,021,058 0 1,990,600
BEST BUY INC COM 086516101   28,026,323 271,310 SH   SOLE   13,280 0 258,030
BLACKROCK INC COM 09247X101   501,341 528 SH   SOLE   318 0 210
BOOKING HOLDINGS INC COM 09857L108   22,614,872 5,369 SH   SOLE   19 0 5,350
BORGWARNER INC COM 099724106   26,949,535 742,616 SH   SOLE   58,381 0 684,235
BP PLC SPONSORED ADR 055622104   1,835,531 58,475 SH   DFND   58,297 0 178
BP PLC SPONSORED ADR 055622104   14,695,009 468,143 SH   SOLE   124,263 0 343,880
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   3,141,315 85,875 SH   DFND   85,613 0 262
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   16,917,774 462,487 SH   SOLE   76,567 0 385,920
BROADCOM INC COM 11135F101   50,508,000 292,800 SH   SOLE   58,508 0 234,292
CARRIER GLOBAL CORPORATION COM 14448C104   304,655 3,785 SH   SOLE   843 0 2,942
CDW CORP COM 12514G108   30,512,708 134,833 SH   SOLE   8,383 0 126,450
CHEVRON CORP NEW COM 166764100   2,229,521 15,139 SH   SOLE   13,749 0 1,390
CHUBB LIMITED COM H1467J104   66,222,130 229,627 SH   SOLE   44,969 0 184,658
CHUBB LIMITED COM H1467J104   4,809,151 16,676 SH   DFND   16,625 0 51
CISCO SYS INC COM 17275R102   352,636 6,626 SH   SOLE   336 0 6,290
CITIZENS FINL GROUP INC COM 174610105   58,302,644 1,419,592 SH   SOLE   113,762 0 1,305,830
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   27,087,865 350,970 SH   SOLE   25,423 0 325,547
CONOCOPHILLIPS COM 20825C104   15,710,092 149,222 SH   SOLE   18,262 0 130,960
CRH PLC ORD G25508105   7,611,647 82,075 SH   DFND   81,832 0 243
CRH PLC ORD G25508105   49,723,850 536,164 SH   SOLE   180,754 0 355,410
CUMMINS INC COM 231021106   44,664,564 137,943 SH   SOLE   10,476 0 127,467
DAVITA INC COM 23918K108   254,419 1,552 SH   SOLE   0 0 1,552
DELL TECHNOLOGIES INC CL C 24703L202   47,387,076 399,756 SH   SOLE   32,915 0 366,841
DIAMONDBACK ENERGY INC COM 25278X109   17,531,873 101,693 SH   SOLE   593 0 101,100
DICKS SPORTING GOODS INC COM 253393102   39,380,438 188,694 SH   SOLE   11,371 0 177,323
DIGITAL RLTY TR INC COM 253868103   8,482,320 52,415 SH   SOLE   3,619 0 48,796
DOW INC COM 260557103   289,375 5,297 SH   SOLE   5,297 0 0
EASTMAN CHEM CO COM 277432100   47,852,244 427,443 SH   SOLE   32,840 0 394,603
EATON VANCE MUN BD FD COM 27827X101   245,640 22,829 SH   SOLE   22,829 0 0
ELEVANCE HEALTH INC COM 036752103   36,125,960 69,473 SH   SOLE   6,258 0 63,215
EMERSON ELEC CO COM 291011104   319,142 2,918 SH   SOLE   0 0 2,918
ENI S P A SPONSORED ADR 26874R108   3,385,627 111,700 SH   SOLE   0 0 111,700
EQUINOR ASA SPONSORED ADR 29446M102   18,763 741 SH   DFND   714 0 27
EQUINOR ASA SPONSORED ADR 29446M102   4,226,640 166,863 SH   SOLE   33,653 0 133,210
EXPEDIA GROUP INC COM NEW 30212P303   25,561,130 172,687 SH   SOLE   617 0 172,070
EXXON MOBIL CORP COM 30231G102   2,237,613 19,089 SH   SOLE   14,721 0 4,368
FIFTH THIRD BANCORP COM 316773100   70,835,126 1,653,481 SH   SOLE   102,227 0 1,551,254
FIRST SOLAR INC COM 336433107   42,495,346 170,363 SH   SOLE   10,623 0 159,740
FISERV INC COM 337738108   46,952,965 261,358 SH   SOLE   20,246 0 241,112
FLEX LTD ORD Y2573F102   4,824,183 144,307 SH   SOLE   32,987 0 111,320
FOX CORP CL A COM 35137L105   26,271,437 620,634 SH   SOLE   3,594 0 617,040
FRONTLINE PLC COM M46528101   3,279,204 143,510 SH   SOLE   0 0 143,510
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   29,477,065 314,087 SH   SOLE   18,786 0 295,301
GENERAL MLS INC COM 370334104   1,231,596 16,677 SH   SOLE   11,532 0 5,145
GENERAL MTRS CO COM 37045V100   20,226,651 451,085 SH   SOLE   2,615 0 448,470
GILEAD SCIENCES INC COM 375558103   1,048,503 12,506 SH   SOLE   12,506 0 0
GRAINGER W W INC COM 384802104   212,956 205 SH   SOLE   0 0 205
HCA HEALTHCARE INC COM 40412C101   54,692,879 134,569 SH   SOLE   9,616 0 124,953
HDFC BANK LTD SPONSORED ADS 40415F101   3,443,716 55,047 SH   DFND   54,883 0 164
HDFC BANK LTD SPONSORED ADS 40415F101   22,635,521 361,821 SH   SOLE   123,401 0 238,420
HOME DEPOT INC COM 437076102   26,339,621 65,004 SH   SOLE   7,010 0 57,994
HUDBAY MINERALS INC COM 443628102   2,770,785 301,500 SH   SOLE   0 0 301,500
HUNTINGTON BANCSHARES INC COM 446150104   773,323 52,607 SH   SOLE   52,607 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   21,017,153 79,496 SH   SOLE   4,802 0 74,694
ICON PLC SHS G4705A100   13,546,666 47,150 SH   SOLE   15,850 0 31,300
ICON PLC SHS G4705A100   2,001,321 6,966 SH   DFND   6,945 0 21
ILLINOIS TOOL WKS INC COM 452308109   865,879 3,304 SH   SOLE   2,700 0 604
INCYTE CORP COM 45337C102   23,707,889 358,667 SH   SOLE   1,277 0 357,390
ING GROEP N.V. SPONSORED ADR 456837103   43,491,729 2,394,919 SH   SOLE   742,109 0 1,652,810
ING GROEP N.V. SPONSORED ADR 456837103   6,068,539 334,171 SH   DFND   333,139 0 1,032
INTERNATIONAL BUSINESS MACHS COM 459200101   51,520,704 233,041 SH   SOLE   19,068 0 213,973
IQVIA HLDGS INC COM 46266C105   1,234,140 5,208 SH   SOLE   4,807 0 401
ISHARES TR NATIONAL MUN ETF 464288414   240,941 2,218 SH   SOLE   0 0 2,218
ISHARES TR TIPS BD ETF 464287176   227,568 2,060 SH   SOLE   2,060 0 0
ISHARES TR MSCI ACWI EX US 464288240   3,273,431 57,208 SH   DFND   57,184 0 24
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   30,099,629 4,526,260 SH   SOLE   1,608,520 0 2,917,740
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   5,126,334 770,877 SH   DFND   768,507 0 2,370
JABIL INC COM 466313103   52,503,874 438,153 SH   SOLE   19,274 0 418,879
JACOBS SOLUTIONS INC COM 46982L108   40,273,087 307,663 SH   SOLE   29,366 0 278,297
JD.COM INC SPON ADS CL A 47215P106   22,235,320 555,883 SH   SOLE   186,783 0 369,100
JD.COM INC SPON ADS CL A 47215P106   3,742,810 93,570 SH   DFND   93,302 0 268
JOHNSON & JOHNSON COM 478160104   532,853 3,288 SH   SOLE   800 0 2,488
JOHNSON CTLS INTL PLC SHS G51502105   521,074 6,714 SH   SOLE   6,714 0 0
JPMORGAN CHASE & CO. COM 46625H100   73,637,161 349,223 SH   SOLE   24,108 0 325,115
KB FINL GROUP INC SPONSORED ADR 48241A105   5,383,649 87,185 SH   DFND   86,924 0 261
KB FINL GROUP INC SPONSORED ADR 48241A105   38,183,113 618,350 SH   SOLE   191,920 0 426,430
KEYCORP COM 493267108   24,799,548 1,480,570 SH   SOLE   8,570 0 1,472,000
KINROSS GOLD CORP COM 496902404   3,458,520 369,500 SH   SOLE   0 0 369,500
KLA CORP COM NEW 482480100   31,640,844 40,858 SH   SOLE   3,461 0 37,397
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   664,740 20,316 SH   SOLE   20,316 0 0
KROGER CO COM 501044101   23,741,797 414,342 SH   SOLE   2,412 0 411,930
KT CORP SPONSORED ADR 48268K101   3,948,969 256,760 SH   SOLE   0 0 256,760
LINCOLN NATL CORP IND COM 534187109   1,211,055 38,434 SH   SOLE   38,434 0 0
LOGITECH INTL S A SHS H50430232   3,326,291 37,070 SH   SOLE   0 0 37,070
LOWES COS INC COM 548661107   26,784,357 98,890 SH   SOLE   570 0 98,320
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   29,603,371 308,690 SH   SOLE   108,970 0 199,720
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,284,020 44,672 SH   DFND   44,541 0 131
MANULIFE FINL CORP COM 56501R106   19,393,133 656,282 SH   SOLE   205,582 0 450,700
MANULIFE FINL CORP COM 56501R106   2,204,408 74,599 SH   DFND   74,374 0 225
MARATHON PETE CORP COM 56585A102   330,707 2,030 SH   SOLE   2,030 0 0
MASCO CORP COM 574599106   67,302,252 801,790 SH   SOLE   39,930 0 761,860
MCDONALDS CORP COM 580135101   1,311,829 4,308 SH   SOLE   2,557 0 1,751
MCKESSON CORP COM 58155Q103   463,766 938 SH   SOLE   0 0 938
MERCK & CO INC COM 58933Y105   34,384,492 302,787 SH   SOLE   22,668 0 280,119
MICROSOFT CORP COM 594918104   4,970,395 11,551 SH   SOLE   8,156 0 3,395
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   35,649,281 3,501,894 SH   SOLE   1,159,754 0 2,342,140
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   5,535,176 543,731 SH   DFND   542,113 0 1,618
MORGAN STANLEY COM NEW 617446448   44,947,975 431,197 SH   SOLE   40,758 0 390,439
NATIONAL GRID PLC SPONSORED ADR NE 636274409   719,621 10,329 SH   SOLE   10,329 0 0
NATWEST GROUP PLC SPONS ADR 639057207   4,566,510 487,875 SH   DFND   486,444 0 1,431
NATWEST GROUP PLC SPONS ADR 639057207   34,040,054 3,636,758 SH   SOLE   1,090,887 0 2,545,871
NETEASE INC SPONSORED ADS 64110W102   3,669,859 39,246 SH   DFND   39,126 0 120
NETEASE INC SPONSORED ADS 64110W102   25,780,427 275,697 SH   SOLE   93,997 0 181,700
NETFLIX INC COM 64110L106   22,257,602 31,381 SH   SOLE   181 0 31,200
NOVARTIS AG SPONSORED ADR 66987V109   5,983,762 52,024 SH   DFND   51,868 0 156
NOVARTIS AG SPONSORED ADR 66987V109   39,372,957 342,314 SH   SOLE   112,514 0 229,800
NRG ENERGY INC COM NEW 629377508   24,786,215 272,077 SH   SOLE   1,557 0 270,520
NVIDIA CORPORATION COM 67066G104   3,424,608 28,200 SH   SOLE   0 0 28,200
NVR INC COM 62944T105   47,547,983 4,846 SH   SOLE   516 0 4,330
NXP SEMICONDUCTORS N V COM N6596X109   61,632,888 256,793 SH   SOLE   58,344 0 198,449
NXP SEMICONDUCTORS N V COM N6596X109   5,536,885 23,069 SH   DFND   23,000 0 69
OMEGA HEALTHCARE INVS INC COM 681936100   1,169,677 28,739 SH   SOLE   28,739 0 0
ON SEMICONDUCTOR CORP COM 682189105   33,326,901 458,985 SH   SOLE   51,351 0 407,634
ONEOK INC NEW COM 682680103   47,372,290 519,832 SH   SOLE   48,959 0 470,873
ORACLE CORP COM 68389X105   42,168,036 247,465 SH   SOLE   15,988 0 231,477
ORANGE SPONSORED ADR 684060106   766,841 66,798 SH   SOLE   66,798 0 0
ORIX CORP SPONSORED ADR 686330101   5,224,700 45,021 SH   DFND   44,886 0 135
ORIX CORP SPONSORED ADR 686330101   34,696,048 298,975 SH   SOLE   101,335 0 197,640
PARKER-HANNIFIN CORP COM 701094104   49,582,075 78,475 SH   SOLE   8,552 0 69,923
PDD HOLDINGS INC SPONSORED ADS 722304102   3,257,359 24,163 SH   DFND   24,089 0 74
PDD HOLDINGS INC SPONSORED ADS 722304102   21,276,523 157,826 SH   SOLE   53,826 0 104,000
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   37,089,985 2,573,906 SH   SOLE   877,546 0 1,696,360
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   5,536,251 384,195 SH   DFND   383,034 0 1,161
PFIZER INC COM 717081103   800,278 27,653 SH   SOLE   27,653 0 0
PHILIP MORRIS INTL INC COM 718172109   2,141,375 17,639 SH   SOLE   13,680 0 3,959
PHILLIPS 66 COM 718546104   47,753,288 363,281 SH   SOLE   24,607 0 338,674
PROCTER AND GAMBLE CO COM 742718109   476,993 2,754 SH   SOLE   0 0 2,754
PROGRESSIVE CORP COM 743315103   64,706,262 254,990 SH   SOLE   17,284 0 237,706
PULTE GROUP INC COM 745867101   3,364,056 23,438 SH   SOLE   21,209 0 2,229
QUALCOMM INC COM 747525103   64,029,267 376,532 SH   SOLE   17,176 0 359,356
QUANTA SVCS INC COM 74762E102   218,246 732 SH   SOLE   0 0 732
RALPH LAUREN CORP CL A 751212101   24,043,951 124,021 SH   SOLE   711 0 123,310
RIO TINTO PLC SPONSORED ADR 767204100   70,710,100 993,538 SH   SOLE   203,897 0 789,641
RIO TINTO PLC SPONSORED ADR 767204100   4,596,308 64,582 SH   DFND   64,385 0 197
ROSS STORES INC COM 778296103   533,407 3,544 SH   SOLE   0 0 3,544
ROYAL CARIBBEAN GROUP COM V7780T103   23,798,165 134,180 SH   SOLE   490 0 133,690
RTX CORPORATION COM 75513E101   26,086,717 215,308 SH   SOLE   2,066 0 213,242
SANOFI SPONSORED ADR 80105N105   5,171,669 89,739 SH   DFND   89,470 0 269
SANOFI SPONSORED ADR 80105N105   32,806,166 569,255 SH   SOLE   187,295 0 381,960
SCHLUMBERGER LTD COM STK 806857108   2,642,201 62,985 SH   DFND   62,781 0 204
SCHLUMBERGER LTD COM STK 806857108   31,283,751 745,739 SH   SOLE   177,086 0 568,653
SEMPRA COM 816851109   11,037,236 131,977 SH   SOLE   8,513 0 123,464
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   270,492 7,543 SH   SOLE   7,543 0 0
SHELL PLC SPON ADS 780259305   5,384,842 81,650 SH   DFND   81,400 0 250
SHELL PLC SPON ADS 780259305   73,761,514 1,118,446 SH   SOLE   234,206 0 884,240
SK TELECOM LTD SPONSORED ADR 78440P306   3,820,314 160,720 SH   SOLE   0 0 160,720
SKECHERS U S A INC CL A 830566105   27,759,152 414,811 SH   SOLE   26,139 0 388,672
SONY GROUP CORP SPONSORED ADR 835699307   15,658,536 162,147 SH   SOLE   53,447 0 108,700
SONY GROUP CORP SPONSORED ADR 835699307   2,406,980 24,925 SH   DFND   24,851 0 74
STATE STR CORP COM 857477103   25,568,361 289,006 SH   SOLE   1,776 0 287,230
STELLANTIS N.V SHS N82405106   8,717,631 620,472 SH   SOLE   211,472 0 409,000
STELLANTIS N.V SHS N82405106   1,054,448 75,050 SH   DFND   74,770 0 280
STOCK YDS BANCORP INC COM 861025104   218,081 3,518 SH   SOLE   3,518 0 0
SUN LIFE FINANCIAL INC. COM 866796105   30,306,399 522,344 SH   SOLE   191,034 0 331,310
SUN LIFE FINANCIAL INC. COM 866796105   4,419,036 76,164 SH   DFND   75,936 0 228
SYNCHRONY FINANCIAL COM 87165B103   21,956,976 440,196 SH   SOLE   1,586 0 438,610
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,866,485 28,021 SH   DFND   27,935 0 86
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   25,698,298 147,972 SH   SOLE   50,182 0 97,790
TAPESTRY INC COM 876030107   32,686,617 695,756 SH   SOLE   52,190 0 643,566
TE CONNECTIVITY PLC ORD SHS G87052109   1,685,048 11,160 SH   SOLE   7,811 0 3,349
TEXAS ROADHOUSE INC COM 882681109   2,368,559 13,412 SH   SOLE   13,412 0 0
TEXTRON INC COM 883203101   40,932,287 462,094 SH   SOLE   27,859 0 434,235
TOTALENERGIES SE SPONSORED ADS 89151E109   70,684,393 1,093,847 SH   SOLE   226,129 0 867,718
TOTALENERGIES SE SPONSORED ADS 89151E109   4,619,686 71,490 SH   DFND   71,272 0 218
TRUIST FINL CORP COM 89832Q109   809,508 18,927 SH   SOLE   18,927 0 0
UBS GROUP AG SHS H42097107   19,365,115 626,500 SH   SOLE   213,250 0 413,250
UBS GROUP AG SHS H42097107   2,896,562 93,710 SH   DFND   93,429 0 281
ULTA BEAUTY INC COM 90384S303   21,329,613 54,815 SH   SOLE   315 0 54,500
UNILEVER PLC SPON ADR NEW 904767704   5,267,671 81,091 SH   SOLE   81,091 0 0
UNION PAC CORP COM 907818108   1,208,984 4,905 SH   SOLE   4,176 0 729
UNITED RENTALS INC COM 911363109   98,419,442 121,546 SH   SOLE   10,732 0 110,814
UNITEDHEALTH GROUP INC COM 91324P102   32,688,290 55,908 SH   SOLE   5,914 0 49,994
VALE S A SPONSORED ADS 91912E105   1,916,839 164,113 SH   DFND   163,611 0 502
VALE S A SPONSORED ADS 91912E105   33,985,121 2,909,685 SH   SOLE   524,757 0 2,384,928
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   408,558 5,192 SH   SOLE   5,192 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   21,379,496 476,052 SH   SOLE   46,032 0 430,020
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   3,273,126 208,082 SH   DFND   207,439 0 643
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   24,627,187 1,565,619 SH   SOLE   447,459 0 1,118,160
WELLS FARGO CO NEW COM 949746101   19,780,934 350,167 SH   SOLE   1,267 0 348,900
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   3,330,964 134,476 SH   DFND   134,101 0 375
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   21,092,373 851,529 SH   SOLE   286,959 0 564,570