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
ACTUANT CORP- A COM 00508X203 104,927 4,305,588 SH   SOLE   2,352,494 0 1,953,094
AECOM COM 00766T100 79,461 2,678,166 SH   DFND 2 934,697 0 1,743,469
ALLSTATE CORP COM 020002101 23,761 252,290 SH   SOLE   292 0 251,998
AMDOCS LTD COM G02602103 741 13,695 SH   SOLE   13,695 0 0
AMERICAN EQUITY INVT LIFE COM 025676206 31,890 1,180,245 SH   SOLE   1,059,183 0 121,062
AMERICAN INTERNATIONAL GROUP COM 026874784 529,806 12,303,898 SH   DFND 1 7,036,691 0 5,267,207
AMERISOURCEBERGEN CORP COM 03073E105 219 2,749 SH   SOLE   2,749 0 0
AMGEN INC COM 031162100 180,485 950,019 SH   DFND 1 363,745 0 586,274
ANIXTER INTERNATIONAL INC COM 035290105 104,983 1,871,017 SH   DFND 2 981,229 0 889,788
ANNALY CAPITAL MANAGMENT INC COM 035710409 113 11,354 SH   SOLE   11,354 0 0
ANTHEM INC COM 036752103 812 2,830 SH   SOLE   2,830 0 0
APOLLO GLOBAL MANAGEMENT-A COM 037612306 7,109 251,642 SH   DFND 2 251,642 0 0
APPLE INC COM 037833100 300 1,580 SH   SOLE   1,580 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103 4,171 1,870,417 SH   SOLE   1,681,178 0 189,239
ARGO GROUP INTERNATIONAL COM G0464B107 33,203 469,895 SH   SOLE   418,454 0 51,441
ARROW ELECTRONICS INC COM 042735100 23,468 304,547 SH   SOLE   343 0 304,204
ASSOCIATED BANC CORP COM 045487105 45,024 2,108,842 SH   SOLE   1,878,087 0 230,755
AT&T INC COM 00206R102 54,120 1,725,759 SH   SOLE   57,803 0 1,667,956
AVANGRID INC COM 05351W103 106,937 2,123,879 SH   SOLE   36,393 0 2,087,486
AVIS BUDGET GROUP INC COM 053774105 99,940 2,866,895 SH   DFND 2 1,552,311 0 1,314,584
AVNET INC COM 053807103 326,259 7,522,682 SH   DFND 2 5,031,152 0 2,491,530
AXA EQUITABLE HOLDINGS INC COM 054561105 320,218 15,899,582 SH   DFND 1,2 7,128,819 0 8,770,763
AXIS CAPITAL HOLDINGS LTD COM G0692U109 302,568 5,523,338 SH   DFND 1,2 2,616,613 0 2,906,725
BAIDU INC - SPON ADR COM 056752108 9,560 57,995 SH   OTR   0 0 57,995
BAIDU INC - SPON ADR COM 056752108 108,677 659,250 SH   SOLE   469,152 0 190,098
BAKER HUGHES A GE CO COM 05722G100 153,585 5,540,588 SH   DFND 1 2,019,253 0 3,521,335
BANK OF AMERICA CORP COM 060505104 409,495 14,842,164 SH   DFND 1 7,542,729 0 7,299,435
BIOGEN INC COM 09062X103 579 2,451 SH   SOLE   2,451 0 0
BOOKING HOLDINGS INC COM 09857L108 687 394 SH   SOLE   394 0 0
C&J ENERGY SERVICES INC COM 12674R100 38,690 2,492,932 SH   SOLE   2,218,599 0 274,333
CAPITAL ONE FINL CORP COM 14040H105 461,828 5,653,425 SH   DFND 1 3,238,417 0 2,415,008
CARDINAL HEALTH INC COM 14149Y108 145,585 3,023,563 SH   DFND 1,2 1,012,666 0 2,010,897
CARLISLE COS INC COM 142339100 59,167 482,521 SH   DFND 2 95,805 0 386,716
CARTERS INC COM 146229109 515 5,105 SH   SOLE   5,105 0 0
CBRE GROUP INC A COM 12504L109 333 6,726 SH   SOLE   6,726 0 0
CELESTICA INC. COM 15101Q108 33,553 3,970,756 SH   SOLE   3,531,925 0 438,831
CENOVUS ENERGY INC. COM 15135U109 181,416 20,900,424 SH   DFND 1,2 9,844,623 0 11,055,801
CEZ AS - ADR COM 157214305 2,486 211,609 SH   SOLE   211,609 0 0
CH ROBINSON WORLDWIDE INC COM 12541W209 577 6,638 SH   SOLE   6,638 0 0
CHINA AGRI-INDUSTRIES-UN ADR COM 168924108 2,242 327,200 SH   SOLE   327,200 0 0
CHINA CONSTRUCTION UNSPON ADR COM 168919108 1,191 69,588 SH   SOLE   69,588 0 0
CHINA DONGXIANG GRP-UNSP ADR COM 16947S100 1,159 159,562 SH   SOLE   159,562 0 0
CHINA MOBILE LTD-SPON ADR COM 16941M109 3,686 72,284 SH   SOLE   72,284 0 0
CHINA RESOURCES-UNSPON ADR COM 16943S104 2,657 120,778 SH   SOLE   120,778 0 0
CHINA SHENHUA UNSPON ADR COM 16942A302 1,156 126,700 SH   SOLE   126,700 0 0
CIGNA CORP COM 125523100 74,307 462,050 SH   SOLE   163,795 0 298,255
CISCO SYSTEMS INC COM 17275R102 31,266 579,112 SH   SOLE   22,227 0 556,885
CITIGROUP INC COM 172967424 488,414 7,849,790 SH   DFND 1 4,467,954 0 3,381,836
CNO FINANCIAL GROUP INC COM 12621E103 38,903 2,404,373 SH   SOLE   2,141,203 0 263,170
COGNIZANT TECH SOLUTIONS - A COM 192446102 553,244 7,636,219 SH   DFND 1 4,580,930 0 3,055,289
COMERICA INC COM 200340107 8,876 121,055 SH   SOLE   0 0 121,055
CVS HEALTH CORPORATION COM 126650100 38,769 718,884 SH   SOLE   30,249 0 688,635
DIAMONDROCK HOSPITALITY CO. COM 252784301 13,838 1,277,729 SH   SOLE   1,134,120 0 143,609
DONGFENG MOTOR GRP-H-UNS ADR COM 257738203 2,270 46,264 SH   SOLE   46,264 0 0
DOVER CORP COM 260003108 99,398 1,059,685 SH   DFND 1 400,657 0 659,028
EDISON INTERNATIONAL COM 281020107 465,358 7,515,474 SH   DFND 1,2 4,019,950 0 3,495,524
ENTERGY CORP COM 29364G103 36,285 379,428 SH   SOLE   11,758 0 367,670
EVEREST RE GROUP LTD COM G3223R108 19,658 91,025 SH   SOLE   0 0 91,025
EXELIXIS INC COM 30161Q104 362 15,220 SH   SOLE   15,220 0 0
EXXON MOBIL CORP COM 30231G102 238,585 2,952,786 SH   DFND 1 920,549 0 2,032,237
FACEBOOK INC - A COM 30303M102 745 4,470 SH   SOLE   4,470 0 0
FIFTH THIRD BANCORP COM 316773100 104,140 4,129,273 SH   DFND 2 532,950 0 3,596,323
FIRST MIDWEST BANCORP INC COM 320867104 30,634 1,497,276 SH   SOLE   1,329,407 0 167,869
FLEX LTD COM Y2573F102 8,255 825,537 SH   OTR   0 0 825,537
FLEX LTD COM Y2573F102 86,284 8,628,448 SH   SOLE   4,355,664 0 4,272,784
FOOT LOCKER INC COM 344849104 14,137 233,279 SH   SOLE   229 0 233,050
FORD MOTOR COMPANY COM 345370860 342,628 39,023,700 SH   DFND 1 16,787,858 0 22,235,842
FRANKLIN RESOURCES INC. COM 354613101 286,390 8,641,808 SH   DFND 1,2 4,338,423 0 4,303,385
GENERAL ELECTRIC CO COM 369604103 603,883 60,448,711 SH   DFND 1 35,129,505 0 25,319,206
GENPACT LTD COM G3922B107 6,717 190,929 SH   OTR   0 0 190,929
GENPACT LTD COM G3922B107 38,848 1,104,252 SH   DFND 2 373,883 0 730,369
GIBRALTAR INDUSTRIES INC COM 374689107 43,215 1,064,148 SH   SOLE   942,240 0 121,908
GILDAN ACTIVEWEAR INC COM 375916103 133,742 3,718,142 SH   DFND 1,2 1,418,637 0 2,299,505
GOLDMAN SACHS GROUP INC COM 38141G104 216,957 1,130,041 SH   DFND 1 522,107 0 607,934
GRAND BAOXIN AUTO - UNSP ADR COM 38523M109 1,689 489,200 SH   SOLE   489,200 0 0
H&R BLOCK INC COM 093671105 228 9,535 SH   SOLE   9,535 0 0
HALLIBURTON CO COM 406216101 364,133 12,427,763 SH   DFND 1,2 5,940,261 0 6,487,502
HANOVER INSURANCE GROUP COM 410867105 22,659 198,464 SH   SOLE   0 0 198,464
HEWLETT PACKARD ENTERPRISE COMPANY COM 42824C109 520,111 33,707,809 SH   DFND 1,2 19,211,024 0 14,496,785
HON HAI PRECISION INDUSTRY 144A ADR COM 438090888 2,898 607,573 SH   SOLE   607,573 0 0
HOPE BANCORP INC COM 43940T109 37,710 2,883,025 SH   SOLE   2,574,956 0 308,069
HOSPITALITY PROPERTIES TRUST COM 44106M102 15,700 596,722 SH   SOLE   12,922 0 583,800
HYUNDAI MOTOR-GDR COM 449187707 3,385 64,300 SH   SOLE   64,300 0 0
ICICI BANK LTD - SPON ADR COM 45104G104 10,646 928,984 SH   OTR   0 0 928,984
ICICI BANK LTD - SPON ADR COM 45104G104 23,087 2,014,607 SH   SOLE   1,940,863 0 73,744
INSIGHT ENTERPRISES INC COM 45765U103 22,625 410,909 SH   SOLE   365,879 0 45,030
INTERPUBLIC GROUP OF COS INC COM 460690100 346,114 16,473,776 SH   DFND 1,2 8,730,669 0 7,743,107
INVESCO LTD COM G491BT108 51,092 2,645,891 SH   DFND 2 447,919 0 2,197,972
J2 GLOBAL INC COM 48123V102 522 6,023 SH   SOLE   6,023 0 0
JABIL CIRCUIT INC COM 466313103 40,040 1,505,818 SH   SOLE   700,641 0 805,177
JELD-WEN HOLDING INC COM 47580P103 135,645 7,680,921 SH   DFND 2 3,749,510 0 3,931,411
JONES LANG LASALLE INC COM 48020Q107 478 3,100 SH   SOLE   3,100 0 0
JP MORGAN CHASE & CO COM 46625H100 293,450 2,898,845 SH   DFND 1 1,238,769 0 1,660,076
JUNIPER NETWORKS INC COM 48203R104 69,027 2,607,739 SH   SOLE   64,433 0 2,543,306
KBR INC COM 48242W106 93,794 4,913,275 SH   DFND 2 2,282,189 0 2,631,086
KB FINANCIAL GROUP INC - ADR COM 48241A105 1,462 39,441 SH   SOLE   39,441 0 0
KELLOGG COMPANY COM 487836108 57,016 993,660 SH   SOLE   30,714 0 962,946
KEY CORP COM 493267108 109,974 6,982,487 SH   DFND 2 795,108 0 6,187,379
KKR & CO INC COM 48251W104 204,664 8,712,832 SH   DFND 1,2 3,145,902 0 5,566,930
L3 TECHNOLOGIES, INC. COM 502413107 35,244 170,782 SH   SOLE   4,680 0 166,102
LAMAR ADVERTISING CO -A COM 512816109 872 11,008 SH   SOLE   11,008 0 0
LEAR CORP COM 521865204 354,303 2,610,736 SH   DFND 1,2 988,294 0 1,622,442
LEGG MASON INC COM 524901105 17,511 639,775 SH   SOLE   0 0 639,775
LEIDOS HOLDINGS INC. COM 525327102 417 6,502 SH   SOLE   6,502 0 0
LENOVO GROUP LTD ADR COM 526250105 4,244 235,995 SH   SOLE   235,995 0 0
LG ELECTRONICS INC-GDR 144A COM 50186Q103 549 16,600 SH   SOLE   16,600 0 0
LUKOIL PJSC - SPON ADR COM 69343P105 4,552 50,911 SH   SOLE   50,911 0 0
MASONITE INTERNATIONAL CORP COM 575385109 49,412 990,426 SH   SOLE   897,831 0 92,595
MCKESSON CORPORATION COM 58155Q103 431,155 3,683,196 SH   DFND 1,2 2,392,257 0 1,290,939
MEDNAX INC COM 58502B106 62,174 2,288,341 SH   DFND 2 1,061,879 0 1,226,462
MERCK & CO INC COM 58933Y105 158,943 1,911,056 SH   DFND 1 727,727 0 1,183,329
METLIFE INC COM 59156R108 316,553 7,436,058 SH   DFND 1 3,577,734 0 3,858,324
MICROSOFT CORP COM 594918104 37,608 318,873 SH   SOLE   8,595 0 310,278
MOHAWK INDUSTRIES INC COM 608190104 172,158 1,364,708 SH   DFND 1,2 605,760 0 758,948
MORGAN STANLEY COM 617446448 379,213 8,986,084 SH   DFND 1 4,710,927 0 4,275,157
MOTORCAR PARTS OF AMERICA INC COM 620071100 12,334 653,637 SH   SOLE   581,868 0 71,769
MURPHY OIL CORP COM 626717102 45,886 1,566,073 SH   SOLE   1,079,535 0 486,538
MYLAN NV COM N59465109 595,924 21,027,676 SH   DFND 1,2 11,722,465 0 9,305,211
NATIONAL OILWELL VARCO INC COM 637071101 442,455 16,608,676 SH   DFND 1,2 9,978,136 0 6,630,540
NAVIGANT CONSULTING INC COM 63935N107 10,600 544,412 SH   SOLE   486,667 0 57,745
NEWELL BRANDS INC. COM 651229106 380,706 24,817,839 SH   DFND 1,2 13,930,085 0 10,887,754
NEWS CORP - CLASS A COM 65249B109 274,098 22,033,613 SH   DFND 1,2 13,318,994 0 8,714,619
OMEGA HEALTHCARE INVESTORS COM 681936100 886 23,235 SH   SOLE   23,235 0 0
OMNICOM GROUP COM 681919106 409,786 5,614,271 SH   DFND 1,2 2,968,263 0 2,646,008
ORACLE CORP COM 68389X105 462,404 8,609,269 SH   DFND 1 4,394,809 0 4,214,460
PACIFIC BASIN SHIP-UNSP ADR COM 69402P103 3,665 851,215 SH   SOLE   851,215 0 0
PARK HOTELS & RESORTS INC COM 700517105 295 9,504 SH   SOLE   9,504 0 0
PARKER HANNIFIN CORPORATION COM 701094104 56,355 328,373 SH   SOLE   10,449 0 317,924
PFIZER INC COM 717081103 135,615 3,193,206 SH   SOLE   1,303,931 0 1,889,275
POSCO - ADR COM 693483109 8,101 146,728 SH   SOLE   146,728 0 0
PVH CORP COM 693656100 237,285 1,945,755 SH   DFND 1,2 990,738 0 955,017
QORVO INC COM 74736K101 366 5,100 SH   SOLE   5,100 0 0
REALOGY HOLDINGS CORP COM 75605Y106 34,798 3,052,470 SH   DFND 2 1,610,116 0 1,442,354
REGIONS FINL CORP COM 7591EP100 67,956 4,802,529 SH   DFND 2 696,804 0 4,105,725
RENAISSANCE RE HLDGS LTD COM G7496G103 295 2,056 SH   SOLE   2,056 0 0
REUNERT LTD-UNSPONSORED ADR COM 76131U105 1,572 159,600 SH   SOLE   159,600 0 0
REV GROUP INC COM 749527107 43,046 3,931,134 SH   SOLE   3,490,896 0 440,238
ROWAN COMPANIES PLC - A COM G7665A101 10,755 996,725 SH   SOLE   0 0 996,725
ROYAL DUTCH SHELL PLC ADR COM 780259206 226,762 3,622,973 SH   DFND 1 1,304,039 0 2,318,934
RYDER SYSTEM INC. COM 783549108 134,630 2,171,807 SH   DFND 2 1,027,708 0 1,144,099
SAMSUNG ELECTR-GDR COM 796050888 3,416 3,474 SH   SOLE   3,474 0 0
SASOL LTD-SPONS ADR COM 803866300 3,667 118,526 SH   SOLE   118,526 0 0
SCANSOURCE INC COM 806037107 38,870 1,085,145 SH   SOLE   966,985 0 118,160
SHINHAN FINANCIAL GROUP - ADR COM 824596100 5,516 148,485 SH   SOLE   148,485 0 0
SIAM COMMERCIAL BANK - UNSP ADR COM 825715105 2,754 169,185 SH   SOLE   169,185 0 0
SNAP-ON INC COM 833034101 41,887 267,616 SH   DFND 2 53,360 0 214,256
SPECTRUM BRANDS HOLDINGS INC COM 84790A105 33,401 609,735 SH   SOLE   542,134 0 67,601
STANLEY BLACK & DECKER INC COM 854502101 329,960 2,423,147 SH   DFND 1,2 1,312,712 0 1,110,435
STATE BANK OF INDIA GDR REG S COM 856552203 2,250 48,598 SH   SOLE   48,598 0 0
STEELCASE INC - CL A COM 858155203 12,199 838,435 SH   SOLE   748,072 0 90,363
SUPER MICRO COMPUTER INC COM 86800U104 11,625 550,239 SH   SOLE   491,674 0 58,565
SYNOVUS FINANCIAL CORP COM 87161C501 31,299 910,926 SH   SOLE   810,771 0 100,155
TAIWAN SEMICONDUCTOR - SP ADR COM 874039100 9,857 240,645 SH   SOLE   240,645 0 0
TAIWAN SEMICONDUCTOR - SP ADR COM 874039100 14,611 356,710 SH   OTR   0 0 356,710
TECHNIPFMC PLC COM G87110105 117,066 4,977,275 SH   DFND 2 1,863,516 0 3,113,759
TCF FINANCIAL CORP COM 872275102 26,784 1,294,537 SH   SOLE   1,153,320 0 141,217
TELEFONICA BRASIL - ADR COM 87936R106 14,987 1,241,712 SH   SOLE   1,109,825 0 131,887
TEREX CORP COM 880779103 103,546 3,222,716 SH   DFND 2 1,596,608 0 1,626,108
THE HARTFORD FINANCIAL SERVICES GROUP INC COM 416515104 21,100 424,371 SH   SOLE   163 0 424,208
TORCHMARK CORP COM 891027104 22,908 279,538 SH   SOLE   104 0 279,434
TRIMAS CORP COM 896215209 54,019 1,786,935 SH   SOLE   1,588,222 0 198,713
TRIPLE-S MANAGEMENT CORP-B COM 896749108 30,485 1,335,896 SH   SOLE   1,196,802 0 139,094
UBS GROUP AG COM H42097107 96,741 7,988,546 SH   DFND 1 4,404,235 0 3,584,311
UNITED CONTINENTAL HOLDINGS COM 910047109 206 2,587 SH   SOLE   2,587 0 0
UNIVERSAL CORP COM 913456109 27,274 473,265 SH   SOLE   441,235 0 32,030
VAREX IMAGING CORP COM 92214X106 35,903 1,059,706 SH   SOLE   936,374 0 123,332
VERIZON COMMUNICATIONS INC COM 92343V104 867 14,666 SH   SOLE   14,666 0 0
VOYA FINANCIAL INC. COM 929089100 405,749 8,121,485 SH   DFND 1,2 3,456,600 0 4,664,885
WABTEC CORP COM 929740108 67,767 919,252 SH   DFND 1 397,948 0 521,304
WALMART INC COM 931142103 161,557 1,656,483 SH   SOLE   829,639 0 826,844
WEBSTER FINANCIAL CORP. COM 947890109 57,218 1,129,220 SH   SOLE   536,532 0 592,688
WELLS FARGO CO COM 949746101 363,496 7,522,689 SH   DFND 1 4,482,511 0 3,040,178
WESCO AIRCRAFT HOLDINGS INC COM 950814103 12,115 1,378,243 SH   SOLE   1,224,839 0 153,404
WILLIS TOWERS WATSON PLC COM G96629103 117,314 667,887 SH   SOLE   333,989 0 333,898
WILMAR INTERNATIONAL - UNS ADR COM 971433107 3,389 138,338 SH   SOLE   138,338 0 0
WSFS FINANCIAL CORP COM 929328102 25,431 658,829 SH   SOLE   585,027 0 73,802