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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES Common Stocks 002824100 793 5,636 SH   SOLE   5,636 0 0
ACTIVISION BLIZZARD INC Common Stocks 00507V109 381 5,731 SH   SOLE   5,731 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 52,443 801,631 SH   SOLE   615,934 0 185,697
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 38,867 327,195 SH   SOLE   295,668 0 31,527
ALLSTATE CORP Common Stocks 020002101 1,188 10,095 SH   SOLE   10,095 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 492 2,606 SH   SOLE   2,606 0 0
AVNET INC Common Stocks 053807103 25,216 611,591 SH   SOLE   53,751 0 557,840
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 250,797 1,685,577 SH   SOLE   1,146,475 0 539,102
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 4,110 70,759 SH   SOLE   12,119 0 58,640
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,176 3,934 SH   SOLE   3,934 0 0
BIOGEN INC Common Stocks 09062X103 510 2,126 SH   SOLE   2,126 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,860 178,272 SH   SOLE   75,941 0 102,331
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 965 6,648 SH   SOLE   6,648 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 102,867 1,584,757 SH   SOLE   1,305,835 0 278,922
CASEY'S GENERAL STORES INC Common Stocks 147528103 1,181 5,982 SH   SOLE   5,982 0 0
CHEMOURS CO/THE Common Stocks 163851108 4,304 128,252 SH   SOLE   24,221 0 104,031
CIGNA CORP Common Stocks 125523100 17,862 77,788 SH   SOLE   3,588 0 74,200
CITIGROUP INC Common Stocks 172967424 937 15,521 SH   SOLE   15,521 0 0
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 52,058 586,764 SH   SOLE   307,488 0 279,276
COMCAST CORP-CLASS A Common Stocks 20030N101 630 12,520 SH   SOLE   12,520 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,517 21,018 SH   SOLE   21,018 0 0
CVS HEALTH CORP Common Stocks 126650100 10,170 98,584 SH   SOLE   31,418 0 67,166
DISCOVERY INC - A Common Stocks 25470F104 816 34,657 SH   SOLE   34,657 0 0
DOLLAR TREE INC Common Stocks 256746108 1,190 8,467 SH   SOLE   8,467 0 0
ELI LILLY & CO Common Stocks 532457108 1,272 4,606 SH   SOLE   4,606 0 0
ENTERGY CORP Common Stocks 29364G103 763 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,288 38,452 SH   SOLE   38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301 8,825 93,412 SH   SOLE   18,720 0 74,692
GILEAD SCIENCES INC Common Stocks 375558103 29,030 399,808 SH   SOLE   50,737 0 349,071
HCA HEALTHCARE INC Common Stocks 40412C101 1,162 4,521 SH   SOLE   4,521 0 0
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104 31,679 3,527,745 SH   SOLE   1,949,760 0 1,577,985
HELMERICH & PAYNE Common Stocks 423452101 16,932 714,414 SH   SOLE   171,487 0 542,927
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 583 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108 31,493 460,898 SH   SOLE   53,660 0 407,238
INTEL CORP Common Stocks 458140100 3,782 73,442 SH   SOLE   17,272 0 56,170
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 736 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 735 4,879 SH   SOLE   4,879 0 0
INVESCO LTD Common Stocks G491BT108 355 15,407 SH   SOLE   15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 18,341 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI INDIA ETF ETF 46429B598 12,624 275,396 SH   SOLE   0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 24,800 372,311 SH   SOLE   0 0 372,311
LAS VEGAS SANDS CORP Common Stocks 517834107 22,986 610,670 SH   SOLE   58,876 0 551,794
LEAR CORP Common Stocks 521865204 8,688 47,489 SH   SOLE   9,192 0 38,297
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,134 40,865 SH   SOLE   40,865 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,864 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,117 11,481 SH   SOLE   11,481 0 0
MCKESSON CORP Common Stocks 58155Q103 6,238 25,097 SH   SOLE   8,684 0 16,413
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 175,503 17,240,002 SH   SOLE   12,053,449 0 5,186,553
MICRON TECHNOLOGY INC Common Stocks 595112103 19,363 207,874 SH   SOLE   17,374 0 190,500
NCR CORPORATION Common Stocks 62886E108 710 17,668 SH   SOLE   17,668 0 0
NEWMONT CORP Common Stocks 651639106 1,236 19,936 SH   SOLE   19,936 0 0
NOV INC Common Stocks 62955J103 4,294 316,922 SH   SOLE   86,099 0 230,823
NUTRIEN LTD Common Stocks 67077M108 35,597 473,009 SH   SOLE   418,022 0 54,987
NXP SEMICONDUCTORS NV Common Stocks N6596X109 1,025 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 195,889 17,840,564 SH   SOLE   11,342,524 0 6,498,040
PFIZER INC Common Stocks 717081103 850 14,400 SH   SOLE   14,400 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 2,476 42,470 SH   SOLE   21,276 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,645 53,970 SH   SOLE   19,774 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 74,007 437,060 SH   SOLE   278,145 0 158,915
SABRE CORP Common Stocks 78573M104 4,701 547,293 SH   SOLE   271,297 0 275,996
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306 628 23,535 SH   SOLE   16,998 0 6,537
SPIRIT AIRLINES INC Common Stocks 848577102 929 42,517 SH   SOLE   42,517 0 0
SUNCOR ENERGY INC Common Stocks 867224107 6,035 240,909 SH   SOLE   0 0 240,909
TAPESTRY INC Common Stocks 876030107 581 14,316 SH   SOLE   14,316 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 974 6,037 SH   SOLE   6,037 0 0
TECHNIPFMC PLC Common Stocks G87110105 39,189 6,619,841 SH   SOLE   6,106,897 0 512,944
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107 54,327 2,206,632 SH   SOLE   945,889 0 1,260,743
UBS GROUP AG-REG Common Stocks H42097107 107,752 5,986,054 SH   SOLE   5,133,810 0 852,244
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 30,101 971,637 SH   SOLE   523,324 0 448,313
WELLS FARGO & CO Common Stocks 949746101 5,874 122,434 SH   SOLE   20,767 0 101,667