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
ABBVIE INC COM 00287Y109 281 3,179 SH   SOLE   3,179 0 0
ACTUANT CORP- A COM 00508X203 103,856 3,989,841 SH   SOLE   3,550,713 0 439,128
AECOM COM 00766T100 113,169 2,623,898 SH   DFND 2 2,411,116 0 212,782
AES CORP COM 00130H105 909 45,692 SH   SOLE   45,692 0 0
ALLSTATE CORP COM 020002101 31,883 283,530 SH   SOLE   283,530 0 0
AMDOCS LTD COM G02602103 949 13,152 SH   SOLE   13,152 0 0
AMERICAN EQUITY INVT LIFE COM 025676206 48,078 1,606,352 SH   SOLE   1,266,175 0 340,177
AMERICAN INTERNATIONAL GROUP COM 026874784 550,077 10,716,487 SH   DFND 1 9,645,042 0 1,071,445
AMERISOURCEBERGEN CORP COM 03073E105 221 2,599 SH   SOLE   2,599 0 0
AMGEN INC COM 031162100 315,635 1,309,307 SH   DFND 1 1,265,895 0 43,412
ANIXTER INTERNATIONAL INC COM 035290105 8,342 90,574 SH   SOLE   82,804 0 7,770
ANTHEM INC COM 036752103 736 2,438 SH   SOLE   2,438 0 0
AP MOELLER-MAERSK B-UNSPON ADR COM 00202F102 101 14,009 SH   SOLE   14,009 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03768E105 10,048 210,609 SH   DFND 2 210,609 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 22,724 345,612 SH   SOLE   262,344 0 83,268
ARROW ELECTRONICS INC COM 042735100 31,871 376,101 SH   SOLE   376,101 0 0
ASSOCIATED BANC CORP COM 045487105 57,723 2,619,005 SH   SOLE   2,018,333 0 600,672
AT&T INC COM 00206R102 67,381 1,724,193 SH   SOLE   1,724,193 0 0
AVANGRID INC COM 05351W103 131,923 2,578,638 SH   SOLE   2,578,638 0 0
AVIS BUDGET GROUP INC COM 053774105 142,769 4,428,321 SH   DFND 2 4,003,556 0 424,765
AVNET INC COM 053807103 381,809 8,996,453 SH   DFND 2 7,885,789 0 1,110,664
AXA EQUITABLE HOLDINGS INC COM 054561105 490,102 19,778,140 SH   DFND 1,2 18,005,977 0 1,772,163
AXIS CAPITAL HOLDINGS LTD COM G0692U109 319,968 5,383,049 SH   DFND 1,2 4,875,992 0 507,057
BAIDU, INC. SPONSORED ADR CLASS A COM 056752108 7,331 57,995 SH   OTR   0 0 57,995
BAIDU, INC. SPONSORED ADR CLASS A COM 056752108 103,605 819,656 SH   SOLE   635,197 0 184,459
BAKER HUGHES CO COM 05722G100 258,177 10,073,242 SH   DFND 1,2 9,231,188 0 842,054
BANK OF AMERICA CORP COM 060505104 466,408 13,242,708 SH   DFND 1 12,110,485 0 1,132,223
BIOGEN INC COM 09062X103 14,739 49,670 SH   SOLE   49,670 0 0
BOOKING HOLDINGS INC COM 09857L108 748 364 SH   SOLE   364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 162,906 2,537,875 SH   SOLE   2,537,875 0 0
BRIXMOR PROPERTY GROUP INC COM 11120U105 899 41,607 SH   SOLE   41,607 0 0
CAPITAL ONE FINL CORP COM 14040H105 571,329 5,551,737 SH   DFND 1 5,009,650 0 542,087
CARDINAL HEALTH INC COM 14149Y108 202,340 4,000,397 SH   DFND 1,2 3,871,048 0 129,349
CARLISLE COS INC COM 142339100 36,496 225,508 SH   SOLE   225,508 0 0
CBRE GROUP INC A COM 12504L109 225 3,665 SH   SOLE   3,665 0 0
CELESTICA INC. COM 15101Q108 43,878 5,305,645 SH   SOLE   4,164,675 0 1,140,970
CENOVUS ENERGY INC. COM 15135U109 222,301 21,901,545 SH   DFND 1,2 21,048,514 0 853,031
CEZ AS - ADR COM 157214305 2,381 211,609 SH   SOLE   211,609 0 0
CHINA CONSTRUCTION UNSPON ADR COM 168919108 2,698 155,960 SH   SOLE   155,960 0 0
CHINA DONGXIANG GRP-UNSP ADR COM 16947S100 1,261 228,423 SH   SOLE   228,423 0 0
CHINA MOBILE LTD-SPON ADR COM 16941M109 2,673 63,242 SH   SOLE   63,242 0 0
CHINA RESOURCES-UNSPON ADR COM 16943S104 3,335 158,337 SH   SOLE   158,337 0 0
CHINA SHENHUA UNSPON ADR COM 16942A302 1,822 218,727 SH   SOLE   218,727 0 0
CH ROBINSON WORLDWIDE INC COM 12541W209 485 6,198 SH   SOLE   6,198 0 0
CHUBB LTD COM H1467J104 866 5,561 SH   SOLE   5,561 0 0
CIGNA CORP COM 125523100 94,153 460,428 SH   SOLE   460,428 0 0
CISCO SYSTEMS INC COM 17275R102 27,629 576,076 SH   SOLE   576,076 0 0
CITIGROUP INC COM 172967424 605,611 7,580,561 SH   DFND 1 6,804,828 0 775,733
CNO FINANCIAL GROUP INC COM 12621E103 122,756 6,770,866 SH   DFND 2 6,136,186 0 634,680
COGNIZANT TECH SOLUTIONS - A COM 192446102 549,759 8,864,214 SH   DFND 1 7,720,446 0 1,143,768
COMERICA INC COM 200340107 8,686 121,055 SH   SOLE   121,055 0 0
CVS HEALTH CORPORATION COM 126650100 70,708 951,790 SH   SOLE   951,790 0 0
DANA INC COM 235825205 26,077 1,432,829 SH   SOLE   1,111,960 0 320,869
DIAMONDROCK HOSPITALITY CO. COM 252784301 16,719 1,508,971 SH   SOLE   1,157,064 0 351,907
DONGFENG MOTOR GRP-H-UNS ADR COM 257738203 2,298 49,424 SH   SOLE   49,424 0 0
DOVER CORP COM 260003108 33,704 292,416 SH   SOLE   292,416 0 0
EDISON INTERNATIONAL COM 281020107 454,820 6,031,294 SH   DFND 1,2 5,678,608 0 352,686
ENTERGY CORP COM 29364G103 29,699 247,905 SH   SOLE   247,905 0 0
EVEREST RE GROUP LTD COM G3223R108 32,378 116,954 SH   SOLE   116,954 0 0
EXPEDIA INC. COM 30212P303 767 7,096 SH   SOLE   7,096 0 0
EXXON MOBIL CORP COM 30231G102 173,134 2,481,145 SH   SOLE   2,258,139 0 223,006
FIFTH THIRD BANCORP COM 316773100 162,133 5,274,335 SH   DFND 2 5,274,335 0 0
FIRST MIDWEST BANCORP INC COM 320867104 42,597 1,847,219 SH   SOLE   1,427,414 0 419,805
FLEX LTD COM Y2573F102 12,033 953,479 SH   OTR   0 0 953,479
FLEX LTD COM Y2573F102 126,164 9,997,136 SH   SOLE   8,109,904 0 1,887,232
FORD MOTOR COMPANY COM 345370860 293,399 31,548,241 SH   DFND 1 28,735,149 0 2,813,092
GENERAL ELECTRIC CO COM 369604103 717,623 64,303,114 SH   DFND 1 58,051,798 0 6,251,316
GENPACT LTD COM G3922B107 42,547 1,008,947 SH   DFND 2 1,008,947 0 0
GIBRALTAR INDUSTRIES INC COM 374689107 10,963 217,340 SH   SOLE   191,021 0 26,319
GILDAN ACTIVEWEAR INC COM 375916103 250,680 8,489,008 SH   DFND 1,2 8,086,315 0 402,693
GILEAD SCIENCES INC COM 375558103 493 7,581 SH   SOLE   7,581 0 0
GLOBE LIFE INC COM 37959E102 31,982 303,871 SH   SOLE   303,871 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 250,626 1,090,012 SH   DFND 1 1,001,779 0 88,233
GRAND BAOXIN AUTO - UNSP ADR COM 38523M109 1,252 654,468 SH   SOLE   654,468 0 0
H&R BLOCK INC COM 093671105 843 35,906 SH   SOLE   35,906 0 0
HALLIBURTON CO COM 406216101 772,443 31,566,930 SH   DFND 1,2 28,737,384 0 2,829,546
HANOVER INSURANCE GROUP COM 410867105 31,957 233,828 SH   SOLE   233,828 0 0
HEWLETT PACKARD ENTERPRISE COMPANY COM 42824C109 540,436 34,075,382 SH   DFND 1,2 31,364,621 0 2,710,761
HON HAI PRECISION INDUSTRY 144A ADR COM 438090888 3,681 607,573 SH   SOLE   607,573 0 0
HON HAI PRECISION - GDR REG S COM 438090805 109 17,748 SH   SOLE   17,748 0 0
HOOKER FURNITURE CORP COM 439038100 37,871 1,474,157 SH   SOLE   1,165,650 0 308,507
HOPE BANCORP INC COM 43940T109 50,900 3,425,318 SH   SOLE   2,659,018 0 766,300
HUMANA INC COM 444859102 772 2,105 SH   SOLE   2,105 0 0
HYUNDAI MOTOR-GDR COM 449187707 2,991 57,403 SH   SOLE   57,403 0 0
ICICI BANK LTD - SPON ADR COM 45104G104 14,018 928,984 SH   OTR   0 0 928,984
ICICI BANK LTD - SPON ADR COM 45104G104 34,018 2,254,368 SH   SOLE   2,234,813 0 19,555
INSIGHT ENTERPRISES INC COM 45765U103 20,527 292,026 SH   SOLE   225,124 0 66,902
INTEL CORPORATION COM 458140100 247 4,122 SH   SOLE   4,122 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 405,786 17,566,489 SH   DFND 1,2 17,077,731 0 488,758
INVESCO LTD COM G491BT108 70,679 3,930,976 SH   DFND 2 3,930,976 0 0
J2 GLOBAL INC COM 48123V102 725 7,737 SH   SOLE   7,737 0 0
JABIL CIRCUIT INC COM 466313103 23,777 575,308 SH   SOLE   522,933 0 52,375
JELD-WEN HOLDING INC COM 47580P103 186,727 7,976,393 SH   DFND 2 6,782,074 0 1,194,319
JP MORGAN CHASE & CO COM 46625H100 279,495 2,004,984 SH   DFND 1 1,874,740 0 130,244
JUNIPER NETWORKS INC COM 48203R104 77,202 3,134,452 SH   SOLE   3,134,452 0 0
KB FINANCIAL GROUP INC - ADR COM 48241A105 2,217 53,582 SH   SOLE   53,582 0 0
KBR INC COM 48242W106 49,088 1,609,446 SH   DFND 2 1,551,090 0 58,356
KELLOGG COMPANY COM 487836108 63,981 925,121 SH   SOLE   925,121 0 0
KEY CORP COM 493267108 161,880 7,998,031 SH   DFND 2 7,998,031 0 0
KKR & CO INC COM 48251W104 242,570 8,315,733 SH   DFND 1,2 7,769,103 0 546,630
LAMAR ADVERTISING CO -A COM 512816109 960 10,754 SH   SOLE   10,754 0 0
LEAR CORP COM 521865204 624,714 4,553,308 SH   DFND 1,2 4,175,035 0 378,273
LEGG MASON INC COM 524901105 29,390 818,431 SH   SOLE   818,431 0 0
LENNAR CORP COM 526057104 809 14,497 SH   SOLE   14,497 0 0
LENOVO GROUP LTD ADR COM 526250105 4,044 302,250 SH   SOLE   302,250 0 0
LG ELECTRONICS INC-GDR 144A COM 50186Q103 517 16,600 SH   SOLE   16,600 0 0
MASONITE INTERNATIONAL CORP COM 575385109 78,399 1,085,704 SH   SOLE   887,996 0 197,708
MAXIMUS INC COM 577933104 211 2,833 SH   SOLE   2,833 0 0
MCKESSON CORPORATION COM 58155Q103 520,166 3,760,595 SH   DFND 1,2 3,360,200 0 400,395
MERCK & CO INC COM 58933Y105 5,349 58,811 SH   SOLE   8,458 0 50,353
METLIFE INC COM 59156R108 311,927 6,119,809 SH   DFND 1 5,598,375 0 521,434
MOHAWK INDUSTRIES INC COM 608190104 277,523 2,034,926 SH   DFND 1,2 1,954,742 0 80,184
MORGAN STANLEY COM 617446448 444,502 8,695,264 SH   DFND 1 7,752,752 0 942,512
MOTORCAR PARTS OF AMERICA INC COM 620071100 34,835 1,581,263 SH   SOLE   1,227,746 0 353,517
MSC INDUSTRIAL DIRECT CO-A COM 553530106 32,177 410,056 SH   SOLE   410,056 0 0
MURPHY OIL CORP COM 626717102 67,685 2,525,558 SH   SOLE   2,117,874 0 407,684
MYLAN NV COM N59465109 417,713 20,781,717 SH   DFND 1,2 18,290,494 0 2,491,223
NATIONAL OILWELL VARCO INC COM 637071101 743,904 29,696,759 SH   DFND 1,2 27,148,848 0 2,547,911
NEWELL BRANDS INC. COM 651229106 486,559 25,315,254 SH   DFND 1,2 23,013,503 0 2,301,751
NEWS CORP - CLASS A COM 65249B109 11,324 800,870 SH   SOLE   585,487 0 215,383
NEXTIER OILFIELD SOLUTIONS, INC. COM 65290C105 52,838 7,886,281 SH   SOLE   6,130,147 0 1,756,134
OIL COMPANY LUKOIL PJSC SPONSORED ADR COM 69343P105 4,209 42,645 SH   SOLE   42,645 0 0
OLIN CORP COM 680665205 63,189 3,663,120 SH   DFND 2 3,411,572 0 251,548
OMNICOM GROUP COM 681919106 194,404 2,399,456 SH   DFND 1 1,925,819 0 473,637
ORACLE CORP COM 68389X105 254,497 4,803,641 SH   DFND 1 4,434,068 0 369,573
OTP BANK NYRT- 144A GDR COM 67106E101 1,468 56,060 SH   SOLE   56,060 0 0
PARKER HANNIFIN CORPORATION COM 701094104 67,565 328,272 SH   SOLE   328,272 0 0
PACIFIC BASIN SHIP-UNSP ADR COM 69402P103 2,826 671,215 SH   SOLE   671,215 0 0
PFIZER INC COM 717081103 123,356 3,148,442 SH   SOLE   3,148,442 0 0
POSCO - ADR COM 693483109 9,603 189,700 SH   SOLE   189,700 0 0
PVH CORP COM 693656100 523,409 4,977,739 SH   DFND 1,2 4,517,635 0 460,104
REALOGY HOLDINGS CORP COM 75605Y106 32,492 3,356,622 SH   DFND 2 2,972,149 0 384,473
REGIONS FINL CORP COM 7591EP100 94,304 5,495,558 SH   DFND 2 5,495,558 0 0
RENAISSANCE RE HLDGS LTD COM G7496G103 869 4,431 SH   SOLE   4,431 0 0
REUNERT LTD-UNSPONSORED ADR COM 76131U105 1,657 159,600 SH   SOLE   159,600 0 0
REV GROUP INC COM 749527107 46,226 3,779,723 SH   SOLE   2,898,761 0 880,962
ROYAL DUTCH SHELL PLC ADR COM 780259206 182,489 3,094,075 SH   DFND 1 2,964,341 0 129,734
RYDER SYSTEM INC. COM 783549108 177,340 3,265,330 SH   DFND 2 2,795,938 0 469,392
SAMSUNG ELECTR-GDR COM 796050888 4,191 3,474 SH   SOLE   3,474 0 0
SASOL LTD-SPONS ADR COM 803866300 3,235 149,694 SH   SOLE   149,694 0 0
SCANSOURCE INC COM 806037107 54,098 1,464,078 SH   SOLE   1,149,462 0 314,616
SCHLUMBERGER LTD COM 806857108 429 10,668 SH   SOLE   10,668 0 0
SERVICE PROPERTIES TRUST COM 81761L102 33,632 1,382,344 SH   SOLE   1,382,344 0 0
SHINHAN FINANCIAL GROUP - ADR COM 824596100 6,617 173,807 SH   SOLE   173,807 0 0
SIAM COMMERCIAL BANK - UNSP ADR COM 825715105 2,745 169,185 SH   SOLE   169,185 0 0
SNAP-ON INC COM 833034101 58,661 346,284 SH   DFND 2 346,284 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84790A105 92,249 1,434,888 SH   SOLE   1,219,879 0 215,009
STANDARD CHARTERED PLC UNSPONSORED ADR COM 853254100 3,212 167,706 SH   SOLE   167,706 0 0
STANLEY BLACK & DECKER INC COM 854502101 375,994 2,268,580 SH   DFND 1,2 2,126,953 0 141,627
STARWOOD PROPERTY TRUST INC COM 85571B105 869 34,936 SH   SOLE   34,936 0 0
STATE BANK OF INDIA GDR REG S COM 856552203 2,272 48,598 SH   SOLE   48,598 0 0
STEELCASE INC - CL A COM 858155203 16,663 814,433 SH   SOLE   629,191 0 185,242
SUPER MICRO COMPUTER INC COM 86800U104 45,275 1,884,887 SH   SOLE   1,453,824 0 431,063
SYKES ENTERPRISES INC COM 871237103 35,816 968,265 SH   SOLE   752,940 0 215,325
SYNOVUS FINANCIAL CORP COM 87161C501 37,975 968,744 SH   SOLE   753,675 0 215,069
TAIWAN SEMICONDUCTOR - SP ADR COM 874039100 20,725 356,710 SH   OTR   0 0 356,710
TAIWAN SEMICONDUCTOR - SP ADR COM 874039100 21,087 362,937 SH   SOLE   362,937 0 0
TCF FINANCIAL CORP COM 872307103 35,797 764,894 SH   SOLE   593,853 0 171,041
TECHNIPFMC PLC COM G87110105 240,622 11,223,056 SH   DFND 2 8,578,604 0 2,644,452
TEREX CORP COM 880779103 134,339 4,511,045 SH   DFND 2 3,795,633 0 715,412
THE HARTFORD FINANCIAL SERVICES GROUP INC COM 416515104 30,807 506,950 SH   SOLE   506,950 0 0
TRIPLE-S MANAGEMENT CORP-B COM 896749108 41,314 2,234,374 SH   SOLE   1,788,061 0 446,313
TRIMAS CORP COM 896215209 55,355 1,762,346 SH   SOLE   1,383,582 0 378,764
UBS GROUP AG COM H42097107 96,183 7,645,713 SH   DFND 1 7,081,200 0 564,513
UNITEDHEALTH GROUP INC COM 91324P102 915 3,112 SH   SOLE   3,112 0 0
UNIVERSAL CORP COM 913456109 50,028 876,755 SH   SOLE   713,524 0 163,231
VALARIS PLC COM G9402V109 27,972 4,264,044 SH   SOLE   4,264,044 0 0
VAREX IMAGING CORP COM 92214X106 44,945 1,507,727 SH   SOLE   1,154,006 0 353,721
VENTAS INC COM 92276F100 841 14,560 SH   SOLE   14,560 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 904 14,726 SH   SOLE   14,726 0 0
VOYA FINANCIAL INC. COM 929089100 347,045 5,691,129 SH   DFND 1,2 5,357,299 0 333,830
WABTEC CORP COM 929740108 508,469 6,535,590 SH   DFND 1,2 5,977,521 0 558,069
WALMART INC COM 931142103 87,550 736,701 SH   SOLE   736,701 0 0
WEBSTER FINANCIAL CORP. COM 947890109 106,630 1,998,320 SH   SOLE   1,771,934 0 226,386
WELLS FARGO CO COM 949746101 533,565 9,917,574 SH   DFND 1 9,227,477 0 690,097
WILLIS TOWERS WATSON PLC COM G96629103 88,357 437,541 SH   SOLE   349,708 0 87,833
WILMAR INTERNATIONAL - UNS ADR COM 971433107 2,931 97,376 SH   SOLE   97,376 0 0
WSFS FINANCIAL CORP COM 929328102 33,449 760,374 SH   SOLE   584,582 0 175,792