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
3M CO COM 88579Y101 2,397 12,183 SH   SOLE   7,333 0 4,850
ABBOTT LABS COM 002824100 5,435 89,107 SH   SOLE   57,778 0 31,329
ABBVIE INC COM 00287Y109 388,349 4,191,569 SH   SOLE 1 2,618,895 0 1,572,674
ACADIA HEALTHCARE COMPANY IN COM 00404A109 294,756 7,204,979 SH   SOLE 1 4,508,435 0 2,696,544
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,038 159,168 SH   SOLE   115,689 19,097 24,382
ADOBE SYS INC COM 00724F101 748,833 3,071,379 SH   SOLE 1 1,901,791 0 1,169,588
AES CORP COM 00130H105 257,836 19,227,118 SH   SOLE 1 12,156,549 163,592 6,906,977
AGNICO EAGLE MINES LTD COM 008474108 1,538 33,556 SH   SOLE   33,556 0 0
AMERICAN EXPRESS CO COM 025816109 1,769 18,055 SH   SOLE   17,055 0 1,000
AMERIPRISE FINL INC COM 03076C106 412,841 2,951,397 SH   SOLE 1 1,834,031 0 1,117,366
AMGEN INC COM 031162100 452,514 2,451,455 SH   SOLE 1 1,530,821 0 920,634
ANSYS INC COM 03662Q105 436,919 2,508,434 SH   SOLE 1 1,551,237 0 957,197
APPLE INC COM 037833100 518 2,800 SH   SOLE   2,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 274,296 5,985,078 SH   SOLE 1 3,677,224 0 2,307,854
AT&T INC COM 00206R102 286 8,897 SH   SOLE   8,897 0 0
AXALTA COATING SYS LTD COM G0750C108 1,469 48,450 SH   SOLE   48,450 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 303,840 43,405,766 SH   SOLE 1 24,611,206 251,000 18,543,560
BANK AMER CORP COM 060505104 508,834 18,050,160 SH   SOLE 1 11,101,301 0 6,948,859
BECTON DICKINSON & CO COM 075887109 287 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,410 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 663 3,550 SH   SOLE   3,550 0 0
BOK FINL CORP COM NEW 05561Q201 244,410 2,599,825 SH   SOLE 1 1,596,885 0 1,002,940
BP PLC SPONSORED ADR 055622104 228 5,000 SH   SOLE   5,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 18,988 468,194 SH   SOLE   338,662 58,063 71,469
CAMECO CORP COM 13321L108 10,715 952,143 SH   SOLE   728,030 114,402 109,711
CAPITAL ONE FINL CORP COM 14040H105 363,504 3,955,426 SH   SOLE 1 2,424,678 0 1,530,748
CHEVRON CORP NEW COM 166764100 586 4,632 SH   SOLE   2,820 0 1,812
CHUBB LIMITED COM H1467J104 306,929 2,416,385 SH   SOLE 1 1,486,346 0 930,039
CHURCH & DWIGHT INC COM 171340102 2,640 49,666 SH   SOLE   31,266 0 18,400
CINTAS CORP COM 172908105 3,402 18,382 SH   SOLE   12,482 0 5,900
COCA COLA CO COM 191216100 407,905 9,300,154 SH   SOLE 1 5,727,000 0 3,573,154
COCA COLA EUROPEAN PARTNERS SHS G25839104 15,624 384,449 SH   SOLE   277,025 48,859 58,565
COLGATE PALMOLIVE CO COM 194162103 1,734 26,762 SH   SOLE   26,762 0 0
COSTCO WHSL CORP NEW COM 22160K105 230 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 246,928 2,281,304 SH   SOLE 1 1,410,396 0 870,908
DANAHER CORP DEL COM 235851102 475,764 4,821,278 SH   SOLE 1 3,007,135 0 1,814,143
DONALDSON INC COM 257651109 672 14,900 SH   SOLE   4,900 0 10,000
DOVER CORP COM 260003108 496 6,770 SH   SOLE   5,170 0 1,600
DOWDUPONT INC COM 26078J100 44,911 681,294 SH   SOLE   676,109 0 5,185
EAST WEST BANCORP INC COM 27579R104 346,508 5,314,543 SH   SOLE 1 3,265,536 0 2,049,007
ECOLAB INC COM 278865100 47,251 336,714 SH   SOLE   336,714 0 0
EMERSON ELEC CO COM 291011104 1,051 15,199 SH   SOLE   1,599 0 13,600
EQT CORP COM 26884L109 72,754 1,318,476 SH   SOLE 1 1,042,005 0 276,471
EQUITY LIFESTYLE PPTYS INC COM 29472R108 105,120 1,143,847 SH   SOLE 1 587,658 0 556,189
EXXON MOBIL CORP COM 30231G102 4,116 49,751 SH   SOLE   31,351 0 18,400
FRANKLIN ELEC INC COM 353514102 1,440 31,934 SH   SOLE   15,934 0 16,000
GENERAL DYNAMICS CORP COM 369550108 333,201 1,787,461 SH   SOLE 1 1,307,434 0 480,027
GENERAL ELECTRIC CO COM 369604103 50,929 3,742,061 SH   SOLE   1,412,926 0 2,329,135
GOLDCORP INC NEW COM 380956409 1,479 107,845 SH   SOLE   107,845 0 0
GRAINGER W W INC COM 384802104 935 3,033 SH   SOLE   2,383 0 650
HALLIBURTON CO COM 406216101 338,453 7,511,172 SH   SOLE 1 4,641,684 0 2,869,488
HOME DEPOT INC COM 437076102 513,375 2,631,344 SH   SOLE 1 1,598,390 0 1,032,954
ILLINOIS TOOL WKS INC COM 452308109 2,232 16,112 SH   SOLE   10,293 0 5,819
INTEL CORP COM 458140100 227 4,566 SH   SOLE   4,100 0 466
INTUIT COM 461202103 1,212 5,930 SH   SOLE   5,930 0 0
ISHARES INC MSCI STH KOR ETF 464286772 242 3,580 SH   SOLE   3,580 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 454 10,470 SH   SOLE   10,470 0 0
ISHARES TR MSCI EAFE ETF 464287465 477 7,122 SH   SOLE   7,122 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 7,820 64,426 SH   SOLE   64,426 0 0
JOHNSON & JOHNSON COM 478160104 5,321 43,853 SH   SOLE   22,292 0 21,561
JOHNSON CTLS INTL PLC SHS G51502105 332,889 9,951,852 SH   SOLE 1 6,097,038 0 3,854,814
JPMORGAN CHASE & CO COM 46625H100 301,794 2,896,300 SH   SOLE 1 1,793,461 0 1,102,839
KIMBERLY CLARK CORP COM 494368103 1,086 10,309 SH   SOLE   9,509 0 800
KINDER MORGAN INC DEL COM 49456B101 1,566 88,600 SH   SOLE   88,600 0 0
KROGER CO COM 501044101 315,003 11,072,157 SH   SOLE 1 6,906,681 0 4,165,476
LENNAR CORP CL A 526057104 397,471 7,570,885 SH   SOLE 1 4,721,311 0 2,849,574
LENNAR CORP CL B 526057302 5,269 123,419 SH   SOLE 1 73,388 0 50,031
LOWES COS INC COM 548661107 42,794 447,776 SH   SOLE   392,581 0 55,195
MARTIN MARIETTA MATLS INC COM 573284106 430,421 1,927,287 SH   SOLE 1 1,199,698 0 727,589
MASCO CORP COM 574599106 228 6,100 SH   SOLE   6,100 0 0
MEDTRONIC PLC SHS G5960L103 421,810 4,927,116 SH   SOLE 1 3,103,620 0 1,823,496
MICROCHIP TECHNOLOGY INC COM 595017104 502,799 5,528,301 SH   SOLE 1 3,422,714 0 2,105,587
MICROSOFT CORP COM 594918104 588,680 5,969,785 SH   SOLE 1 3,740,923 0 2,228,862
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 182,137 32,236,658 SH   SOLE 1 17,993,204 0 14,243,454
MONDELEZ INTL INC CL A 609207105 283,538 6,915,554 SH   SOLE 1 4,305,569 0 2,609,985
MORGAN STANLEY COM NEW 617446448 34,602 730,000 SH   SOLE   730,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 307,587 5,807,920 SH   SOLE 1 3,590,225 0 2,217,695
NORDSTROM INC COM 655664100 1,281 24,733 SH   SOLE   24,733 0 0
NOVARTIS A G SPONSORED ADR 66987V109 283,429 3,752,040 SH   SOLE 1 2,135,621 24,600 1,591,819
ORIX CORP SPONSORED ADR 686330101 10,997 139,189 SH   SOLE   109,586 21,926 7,677
OSHKOSH CORP COM 688239201 398,960 5,673,494 SH   SOLE 1 3,489,161 0 2,184,333
PAYPAL HLDGS INC COM 70450Y103 444,132 5,333,633 SH   SOLE 1 3,302,576 0 2,031,057
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,863 61,115 SH   SOLE   61,115 0 0
PEPSICO INC COM 713448108 4,552 41,807 SH   SOLE   21,647 0 20,160
PFIZER INC COM 717081103 2,936 80,924 SH   SOLE   35,915 0 45,009
PHILLIPS 66 COM 718546104 462,340 4,116,639 SH   SOLE 1 2,519,193 0 1,597,446
PIONEER NAT RES CO COM 723787107 299,560 1,582,961 SH   SOLE 1 977,400 0 605,561
PPG INDS INC COM 693506107 386,139 3,722,541 SH   SOLE 1 2,314,474 0 1,408,067
PROCTER AND GAMBLE CO COM 742718109 226 2,896 SH   SOLE   2,896 0 0
SCHLUMBERGER LTD COM 806857108 14,763 220,252 SH   SOLE   167,317 26,004 26,931
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 16,297 342,527 SH   SOLE   250,040 39,833 52,654
SMUCKER J M CO COM NEW 832696405 1,893 17,617 SH   SOLE   10,317 0 7,300
SONY CORP SPONSORED ADR 835699307 347,758 6,784,199 SH   SOLE 1 3,859,921 43,447 2,880,831
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,492 82,909 SH   SOLE   80,844 0 2,065
STRYKER CORP COM 863667101 236 1,400 SH   SOLE   1,400 0 0
SUN CMNTYS INC COM 866674104 101,766 1,039,701 SH   SOLE 1 481,962 0 557,739
TOTAL S A SPONSORED ADR 89151E109 13,297 219,571 SH   SOLE   179,793 29,397 10,381
UBS GROUP AG SHS H42097107 12,147 791,870 SH   SOLE   618,682 126,351 46,837
UNILEVER N V N Y SHS NEW 904784709 332,745 5,971,727 SH   SOLE 1 3,444,275 43,600 2,483,852
UNILEVER PLC SPON ADR NEW 904767704 590 10,673 SH   SOLE   10,462 0 211
UNION PAC CORP COM 907818108 727 5,132 SH   SOLE   5,132 0 0
UNITED TECHNOLOGIES CORP COM 913017109 238 1,900 SH   SOLE   800 0 1,100
US BANCORP DEL COM NEW 902973304 650 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 7,578 92,954 SH   SOLE   51,854 0 41,100
VISA INC COM CL A 92826C839 358 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 282,055 4,699,744 SH   SOLE 1 2,891,793 0 1,807,951
WELLS FARGO CO NEW COM 949746101 366 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 287,123 4,677,790 SH   SOLE   1,392,250 0 3,285,540
ZIMMER BIOMET HLDGS INC COM 98956P102 501 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 0Y002A110 4,815 550,800 SH   SOLE   326,200 0 224,600
AIA GROUP LTD SPONSOR FOREIGN 001317205 11,757 336,139 SH   SOLE   258,837 60,626 16,676
AKZO NOBEL N V SPONSO FOREIGN 010199305 11,184 391,948 SH   SOLE   304,927 67,285 19,736
AKZO NOBEL NV FOREIGN 005458314 4,753 55,488 SH   SOLE   33,626 0 21,862
ASSA ABLOY AB FOREIGN 00BYPC1T4 7,610 356,501 SH   SOLE   278,367 0 78,134
ASSA ABLOY AB ADR FOREIGN 045387107 10,185 954,625 SH   SOLE   732,195 175,003 47,427
ASTELLAS PHARMA INC FOREIGN 006985383 7,051 462,376 SH   SOLE   348,376 0 114,000
ASTELLAS PHARMA INC U FOREIGN 04623U102 10,504 688,842 SH   SOLE   526,490 127,897 34,455
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 6,836 963,302 SH   SOLE   728,492 0 234,810
BASF SE FOREIGN 005086577 3,201 33,521 SH   SOLE   17,321 0 16,200
BASF SE SPONSORED ADR FOREIGN 055262505 11,678 488,443 SH   SOLE   385,436 75,661 27,346
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 4,550 231,836 SH   SOLE   139,911 0 91,925
CLOSE BROTHERS GROUP PLC FOREIGN 189062102 11,067 282,049 SH   SOLE   216,292 51,772 13,985
COMPASS GROUP PLC FOREIGN 00BD6K457 6,383 298,611 SH   SOLE   198,011 0 100,600
COMPASS GROUP PLC SPO FOREIGN 20449X401 15,715 735,456 SH   SOLE   572,960 121,283 41,213
DASSAULT SYSTEMES SE FOREIGN 005330047 12,723 90,744 SH   SOLE   70,920 0 19,824
DASSAULT SYSTEMES SPO FOREIGN 237545108 16,333 116,576 SH   SOLE   92,005 18,601 5,970
DBS GROUP HLDGS LTD S FOREIGN 23304Y100 14,755 189,013 SH   SOLE   153,059 25,891 10,063
DBS GROUP HOLDINGS LTD FOREIGN 006175203 5,201 266,302 SH   SOLE   162,202 0 104,100
ERSTE BANK DER OESTER FOREIGN 296036304 13,583 650,823 SH   SOLE   521,022 92,018 37,783
ERSTE GROUP BANK AG FOREIGN 005289837 8,090 193,668 SH   SOLE   145,868 0 47,800
EXPERIAN GROUP LTD SP FOREIGN 30215C101 16,748 676,746 SH   SOLE   530,427 108,475 37,844
EXPERIAN PLC FOREIGN 00B19NLV4 8,318 335,995 SH   SOLE   241,295 0 94,700
GIVAUDAN SA FOREIGN 005980613 10,105 4,445 SH   SOLE   3,512 0 933
GIVAUDAN SA ADR ISIN FOREIGN 37636P108 13,210 291,228 SH   SOLE   227,599 48,321 15,308
HEINEKEN N V SPONSORE FOREIGN 423012301 16,114 320,888 SH   SOLE   248,754 53,613 18,521
HEINEKEN NV FOREIGN 007792559 8,662 86,180 SH   SOLE   62,780 0 23,400
HOSHIZAKI CORP FOREIGN 00J235410 10,467 103,423 SH   SOLE   80,273 0 23,150
KDDI CORP FOREIGN 006248990 5,967 218,050 SH   SOLE   144,250 0 73,800
KDDI CORP ADR ISIN FOREIGN 48667L106 14,688 1,073,492 SH   SOLE   837,509 177,109 58,874
KIMBERLY CLARK DE MEX FOREIGN FOREIGN 494386204 7,814 915,036 SH   SOLE   703,453 207,386 4,197
KIMBERLY-CLARK DE MEXICO SAB DE CV FOREIGN 002491914 5,670 3,364,184 SH   SOLE   2,572,450 0 791,734
KUBOTA CORP FOREIGN 006497509 7,965 506,130 SH   SOLE   403,730 0 102,400
KUBOTA LTD ADR FOREIGN 501173207 10,063 127,892 SH   SOLE   99,105 21,949 6,838
LVMH MOET HENNESSY VU FOREIGN 502441306 17,239 259,035 SH   SOLE   204,405 40,928 13,702
LVMN MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 12,126 36,390 SH   SOLE   27,280 0 9,110
MARUI GROUP CO LTD FOREIGN 006569527 7,418 352,045 SH   SOLE   255,565 0 96,480
MARUI GROUP CO LTD AD FOREIGN 573814308 12,158 288,490 SH   SOLE   225,664 48,155 14,671
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 633517100 901 158,200 SH   SOLE   158,200 0 0
NESTLE SA FOREIGN 641069406 228 2,944 SH   SOLE   2,944 0 0
NIDEC CORP FOREIGN 006640682 10,834 72,181 SH   SOLE   53,681 0 18,500
NIDEC CORPORATION ADR FOREIGN 654090109 18,338 488,720 SH   SOLE   396,895 67,215 24,610
NOVARTIS AG FOREIGN 007103065 3,369 44,338 SH   SOLE   22,738 0 21,600
ORIX CORP FOREIGN 006661144 5,531 349,650 SH   SOLE   255,450 0 94,200
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 1,420 183,360 SH   SOLE   183,360 0 0
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 3,653 44,333 SH   SOLE   23,733 0 20,600
RECKITT BENCKISER PLC FOREIGN 756255204 12,242 743,110 SH   SOLE   563,738 138,372 41,000
SAFRAN S A ADR FOREIGN 786584102 13,885 457,172 SH   SOLE   354,338 79,615 23,219
SAFRAN SA FOREIGN 00B058TZ6 5,026 41,343 SH   SOLE   25,837 0 15,506
SAMSUNG ELECTRONICS CO LTD FOREIGN 000677168 2,532 60,500 SH   SOLE   60,500 0 0
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 3,655 108,200 SH   SOLE   108,200 0 0
SHINSEI BANK LTD FOREIGN 006730936 2,947 191,340 SH   SOLE   116,880 0 74,460
SHINSEI BK LTD SPONSO FOREIGN 824631105 7,037 2,284,449 SH   SOLE   1,759,378 411,085 113,986
SONY CORP FOREIGN 083569930 9,421 184,220 SH   SOLE   142,420 0 41,800
TORAY INDS INC ADR FOREIGN 890880206 10,018 634,790 SH   SOLE   491,695 110,157 32,938
TORAY INDUSTRIES INC FOREIGN 006897143 7,720 978,388 SH   SOLE   768,988 0 209,400
TOTAL SA FOREIGN 00B15C557 3,294 53,991 SH   SOLE   27,891 0 26,100
UBS GROUP AG FOREIGN 00BRJL176 6,909 446,593 SH   SOLE   326,993 0 119,600
UNILEVER NV FOREIGN 00B12T3J1 6,286 112,579 SH   SOLE   74,779 0 37,800