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
ABBOTT LABORATORIES Common Stocks 002824100   593,419 5,221 SH   SOLE   5,221 0 0
ACCO BRANDS CORP Common Stocks 00081T108   452,862 80,724 SH   SOLE   80,724 0 0
AERCAP HOLDINGS NV Common Stocks N00985106   825,645 9,500 SH   SOLE   9,500 0 0
AIR LEASE CORP Common Stocks 00912X302   2,625,292 51,036 SH   SOLE   51,036 0 0
AIR TRANSPORT SERVICES GROUP Common Stocks 00922R105   249,290 18,117 SH   SOLE   18,117 0 0
ALASKA AIR GROUP INC Common Stocks 011659109   9,654,135 224,567 SH   SOLE   125,884 0 98,683
ALCOA CORP Common Stocks 013872106   50,399,272 1,491,544 SH   SOLE   139,008 0 1,352,536
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102   259,193,882 3,582,005 SH   SOLE   2,482,495 0 1,099,510
AMERESCO INC-CL A Common Stocks 02361E108   717,481 29,734 SH   SOLE   29,734 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103   1,724,261 14,109 SH   SOLE   14,109 0 0
AMERICAN WOODMARK CORP Common Stocks 030506109   747,404 7,352 SH   SOLE   7,352 0 0
AMERIS BANCORP Common Stocks 03076K108   1,274,281 26,339 SH   SOLE   26,339 0 0
APPLIED MATERIALS INC Common Stocks 038222105   567,957 2,754 SH   SOLE   2,754 0 0
ARROW ELECTRONICS INC Common Stocks 042735100   8,583,198 66,300 SH   SOLE   35,185 0 31,115
ARTISAN PARTNERS ASSET MA -A Common Stocks 04316A108   406,666 8,885 SH   SOLE   8,885 0 0
ASSOCIATED BANC-CORP Common Stocks 045487105   373,715 17,374 SH   SOLE   17,374 0 0
ASSURED GUARANTY LTD Common Stocks G0585R106   443,841 5,087 SH   SOLE   5,087 0 0
AVNET INC Common Stocks 053807103   15,914,684 320,990 SH   SOLE   161,802 0 159,188
AXCELIS TECHNOLOGIES INC Common Stocks 054540208   412,178 3,696 SH   SOLE   3,696 0 0
AXOS FINANCIAL INC Common Stocks 05465C100   547,966 10,140 SH   SOLE   10,140 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108   107,689,122 1,022,883 SH   SOLE   662,621 0 360,262
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303   55,550,861 19,423,378 SH   SOLE   15,464,365 0 3,959,013
BANK OF AMERICA CORP Common Stocks 060505104   9,539,686 251,574 SH   SOLE   128,848 0 122,726
BAXTER INTERNATIONAL INC Common Stocks 071813109   10,950,971 256,223 SH   SOLE   130,957 0 125,266
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702   2,057,604 4,893 SH   SOLE   4,893 0 0
BIOGEN INC Common Stocks 09062X103   565,382 2,622 SH   SOLE   2,622 0 0
CACI INTERNATIONAL INC -CL A Common Stocks 127190304   1,002,005 2,645 SH   SOLE   2,645 0 0
CALIFORNIA RESOURCES CORP Common Stocks 13057Q305   1,548,310 28,100 SH   SOLE   28,100 0 0
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105   571,440 3,838 SH   SOLE   3,838 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107   580,565 12,816 SH   SOLE   12,816 0 0
CARTER'S INC Common Stocks 146229109   899,302 10,620 SH   SOLE   10,620 0 0
CHEMOURS CO/THE Common Stocks 163851108   1,719,531 65,481 SH   SOLE   65,481 0 0
CITIGROUP INC Common Stocks 172967424   55,387,299 875,827 SH   SOLE   120,947 0 754,880
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102   2,115,516 28,865 SH   SOLE   28,865 0 0
COHERENT CORP Common Stocks 19247G107   399,122 6,584 SH   SOLE   6,584 0 0
COLUMBIA BANKING SYSTEM INC Common Stocks 197236102   1,468,588 75,896 SH   SOLE   75,896 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101   7,751,934 178,822 SH   SOLE   66,182 0 112,640
CONOCOPHILLIPS Common Stocks 20825C104   2,304,404 18,105 SH   SOLE   18,105 0 0
CREDICORP LTD Common Stocks G2519Y108   130,345,040 769,315 SH   SOLE   472,079 0 297,236
CVS HEALTH CORP Common Stocks 126650100   1,782,556 22,349 SH   SOLE   22,349 0 0
DISCOVER FINANCIAL SERVICES Common Stocks 254709108   651,779 4,972 SH   SOLE   4,972 0 0
DOLLAR GENERAL CORP Common Stocks 256677105   828,835 5,311 SH   SOLE   5,311 0 0
DOLLAR TREE INC Common Stocks 256746108   701,168 5,266 SH   SOLE   5,266 0 0
DOW INC Common Stocks 260557103   664,978 11,479 SH   SOLE   11,479 0 0
EDGEWELL PERSONAL CARE CO Common Stocks 28035Q102   237,211 6,139 SH   SOLE   6,139 0 0
ENTERGY CORP Common Stocks 29364G103   825,255 7,809 SH   SOLE   7,809 0 0
EOG RESOURCES INC Common Stocks 26875P101   1,733,255 13,558 SH   SOLE   13,558 0 0
EVERI HOLDINGS INC Common Stocks 30034T103   648,104 64,488 SH   SOLE   64,488 0 0
FIRST AMERICAN FINANCIAL Common Stocks 31847R102   427,655 7,005 SH   SOLE   7,005 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101   1,309,870 46,598 SH   SOLE   46,598 0 0
GENPACT LTD Common Stocks G3922B107   12,687,167 385,043 SH   SOLE   186,349 0 198,694
GERDAU SA -SPON ADR Equity Depositary Receipts 373737105   823,123 186,227 SH   SOLE   132,022 0 54,205
GILEAD SCIENCES INC Common Stocks 375558103   46,517,998 635,058 SH   SOLE   146,308 0 488,750
GLOBAL SHIP LEASE INC-CL A Common Stocks Y27183600   1,227,236 60,455 SH   SOLE   25,300 0 35,155
GOLDMAN SACHS GROUP INC Common Stocks 38141G104   9,084,758 21,750 SH   SOLE   11,165 0 10,585
GRAFTECH INTERNATIONAL LTD Common Stocks 384313508   569,146 412,425 SH   SOLE   412,425 0 0
HARLEY-DAVIDSON INC Common Stocks 412822108   602,781 13,781 SH   SOLE   13,781 0 0
HDFC BANK LTD-ADR Equity Depositary Receipts 40415F101   62,960,373 1,124,895 SH   SOLE   755,460 0 369,435
HELEN OF TROY LTD Common Stocks G4388N106   218,149 1,893 SH   SOLE   1,893 0 0
HELIX ENERGY SOLUTIONS GROUP Common Stocks 42330P107   861,303 79,456 SH   SOLE   79,456 0 0
HELMERICH & PAYNE Common Stocks 423452101   57,988,332 1,378,705 SH   SOLE   332,534 0 1,046,171
HERC HOLDINGS INC Common Stocks 42704L104   1,007,780 5,988 SH   SOLE   5,988 0 0
HORACE MANN EDUCATORS Common Stocks 440327104   362,872 9,810 SH   SOLE   9,810 0 0
ICHOR HOLDINGS LTD Common Stocks G4740B105   1,042,933 27,005 SH   SOLE   27,005 0 0
INGREDION INC Common Stocks 457187102   952,678 8,153 SH   SOLE   8,153 0 0
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100   545,639 16,722 SH   SOLE   16,722 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101   729,969 8,489 SH   SOLE   8,489 0 0
INVESCO LTD Common Stocks G491BT108   1,796,183 108,269 SH   SOLE   108,269 0 0
IPG PHOTONICS CORP Common Stocks 44980X109   891,392 9,829 SH   SOLE   9,829 0 0
ISHARES MSCI TAIWAN ETF ETF 46434G772   18,124,099 372,311 SH   SOLE   0 0 372,311
JANUS HENDERSON GROUP PLC Common Stocks G4474Y214   47,151,301 1,433,606 SH   SOLE   206,743 0 1,226,863
JAZZ PHARMACEUTICALS PLC Common Stocks G50871105   426,768 3,544 SH   SOLE   3,544 0 0
JD.COM INC-ADR Equity Depositary Receipts 47215P106   787,462 28,750 SH   SOLE   28,750 0 0
JPMORGAN CHASE & CO Common Stocks 46625H100   1,392,085 6,950 SH   SOLE   6,950 0 0
JUNIPER NETWORKS INC Common Stocks 48203R104   554,492 14,962 SH   SOLE   14,962 0 0
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105   981,155 18,843 SH   SOLE   1,899 0 16,944
KELLY SERVICES INC -A Common Stocks 488152208   826,570 33,010 SH   SOLE   33,010 0 0
KENNAMETAL INC Common Stocks 489170100   304,443 12,207 SH   SOLE   12,207 0 0
KORN FERRY Common Stocks 500643200   548,307 8,338 SH   SOLE   8,338 0 0
LAS VEGAS SANDS CORP Common Stocks 517834107   171,074,628 3,308,987 SH   SOLE   1,658,396 0 1,650,591
LA-Z-BOY INC Common Stocks 505336107   705,450 18,752 SH   SOLE   18,752 0 0
LCI INDUSTRIES Common Stocks 50189K103   1,696,874 13,789 SH   SOLE   13,789 0 0
LEAR CORP Common Stocks 521865204   46,239,321 319,156 SH   SOLE   67,778 0 251,378
LEIDOS HOLDINGS INC Common Stocks 525327102   7,287,293 55,590 SH   SOLE   20,743 0 34,847
LIBERTY GLOBAL LTD-A Common Stocks G61188101   1,600,632 94,600 SH   SOLE   94,600 0 0
LYONDELLBASELL INDU-CL A Common Stocks N53745100   952,022 9,308 SH   SOLE   9,308 0 0
MANPOWERGROUP INC Common Stocks 56418H100   3,757,465 48,396 SH   SOLE   48,396 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100   211,514,204 29,336,228 SH   SOLE   17,940,795 0 11,395,433
MICRON TECHNOLOGY INC Common Stocks 595112103   2,529,919 21,460 SH   SOLE   21,460 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104   66,790,942 510,283 SH   SOLE   106,801 0 403,482
NAVIENT CORP Common Stocks 63938C108   422,089 24,258 SH   SOLE   24,258 0 0
NEWELL BRANDS INC Common Stocks 651229106   5,522,287 687,707 SH   SOLE   461,089 0 226,618
NUTRIEN LTD Common Stocks 67077M108   205,420,925 3,780,881 SH   SOLE   2,228,470 0 1,552,411
NXP SEMICONDUCTORS NV Common Stocks N6596X109   59,126,842 238,636 SH   SOLE   173,052 0 65,584
OLD NATIONAL BANCORP Common Stocks 680033107   1,434,062 82,370 SH   SOLE   82,370 0 0
OLIN CORP Common Stocks 680665205   512,795 8,721 SH   SOLE   8,721 0 0
OPENLANE INC Common Stocks 48238T109   991,411 57,307 SH   SOLE   57,307 0 0
PATTERSON COS INC Common Stocks 703395103   464,852 16,812 SH   SOLE   16,812 0 0
PATTERSON-UTI ENERGY INC Common Stocks 703481101   1,390,532 116,460 SH   SOLE   116,460 0 0
PBF ENERGY INC-CLASS A Common Stocks 69318G106   1,169,016 20,306 SH   SOLE   20,306 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408   201,589,887 13,253,773 SH   SOLE   8,883,922 0 4,369,851
POLARIS INC Common Stocks 731068102   977,271 9,761 SH   SOLE   9,761 0 0
PVH CORP Common Stocks 693656100   8,200,375 58,320 SH   SOLE   58,320 0 0
QUALCOMM INC Common Stocks 747525103   72,132,974 426,066 SH   SOLE   78,809 0 347,257
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103   1,280,914 5,450 SH   SOLE   5,450 0 0
RESIDEO TECHNOLOGIES INC Common Stocks 76118Y104   1,988,295 88,684 SH   SOLE   88,684 0 0
REV GROUP INC Common Stocks 749527107   501,377 22,697 SH   SOLE   22,697 0 0
RTX CORP Common Stocks 75513E101   2,205,738 22,616 SH   SOLE   22,616 0 0
SHINHAN FINANCIAL GROUP-ADR Equity Depositary Receipts 824596100   574,938 16,200 SH   SOLE   0 0 16,200
SIGNET JEWELERS LTD Common Stocks G81276100   1,176,923 11,761 SH   SOLE   11,761 0 0
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306   300,546 13,940 SH   SOLE   13,940 0 0
SLM CORP Common Stocks 78442P106   12,954,460 594,514 SH   SOLE   357,593 0 236,921
STEELCASE INC-CL A Common Stocks 858155203   359,177 27,460 SH   SOLE   27,460 0 0
STEWART INFORMATION SERVICES Common Stocks 860372101   324,975 4,995 SH   SOLE   4,995 0 0
SUNCOR ENERGY INC Common Stocks 867224107   54,803,088 1,484,872 SH   SOLE   1,029,282 0 455,590
T ROWE PRICE GROUP INC Common Stocks 74144T108   1,381,476 11,331 SH   SOLE   11,331 0 0
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100   209,778,760 1,541,924 SH   SOLE   775,277 0 766,647
TAPESTRY INC Common Stocks 876030107   49,284,857 1,038,013 SH   SOLE   87,591 0 950,422
TARGET CORP Common Stocks 87612E106   959,061 5,412 SH   SOLE   5,412 0 0
TE CONNECTIVITY LTD Common Stocks H84989104   1,768,878 12,179 SH   SOLE   12,179 0 0
TEXAS INSTRUMENTS INC Common Stocks 882508104   447,371 2,568 SH   SOLE   2,568 0 0
THE CIGNA GROUP Common Stocks 125523100   980,250 2,699 SH   SOLE   2,699 0 0
THOR INDUSTRIES INC Common Stocks 885160101   1,046,203 8,916 SH   SOLE   8,916 0 0
TRIMAS CORP Common Stocks 896215209   1,280,581 47,908 SH   SOLE   47,908 0 0
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107   211,308,844 4,814,510 SH   SOLE   3,227,347 0 1,587,163
TYSON FOODS INC-CL A Common Stocks 902494103   7,516,500 127,984 SH   SOLE   58,958 0 69,026
UBS GROUP AG-REG Common Stocks H42097107   188,695,144 6,130,386 SH   SOLE   4,050,304 0 2,080,082
UGI CORP Common Stocks 902681105   1,213,209 49,438 SH   SOLE   49,438 0 0
VICTORIA'S SECRET & CO Common Stocks 926400102   1,398,209 72,147 SH   SOLE   72,147 0 0
VIPSHOP HOLDINGS LTD - ADR Equity Depositary Receipts 92763W103   5,593,602 337,982 SH   SOLE   337,982 0 0
VISHAY INTERTECHNOLOGY INC Common Stocks 928298108   457,728 20,182 SH   SOLE   20,182 0 0
WALKER & DUNLOP INC Common Stocks 93148P102   728,137 7,205 SH   SOLE   7,205 0 0
WALT DISNEY CO/THE Common Stocks 254687106   51,877,826 423,977 SH   SOLE   61,935 0 362,042
WARRIOR MET COAL INC Common Stocks 93627C101   357,584 5,891 SH   SOLE   5,891 0 0
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101   58,033,423 6,384,315 SH   SOLE   4,005,489 0 2,378,826
WELLS FARGO & CO Common Stocks 949746101   8,215,946 141,752 SH   SOLE   62,181 0 79,571
WESCO INTERNATIONAL INC Common Stocks 95082P105   2,177,140 12,711 SH   SOLE   12,711 0 0
ZIFF DAVIS INC Common Stocks 48123V102   217,488 3,450 SH   SOLE   3,450 0 0