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
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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 202 2,559 SH   SOLE   2,559 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 435 2,239 SH   SOLE   2,239 0 0
AMBEV SA-ADR Equity Depositary Receipts 02319V103 53 23,090 SH   SOLE   23,090 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 33,927 336,615 SH   SOLE   89,989 0 246,626
BAKER HUGHES CO Common Stocks 05722G100 736 70,094 SH   SOLE   16,456 0 53,638
BANK OF AMERICA CORP Common Stocks 060505104 2,134 100,517 SH   SOLE   25,012 0 75,505
CANADIAN NATURAL RESOURCES Common Stocks 136385101 19,949 1,456,929 SH   SOLE   1,295,329 0 161,600
CANADIAN PACIFIC RAILWAY LTD Common Stocks 13645T100 471 2,135 SH   SOLE   135 0 2,000
CAPRI HOLDINGS LTD Common Stocks G1890L107 56,456 5,232,233 SH   SOLE   4,984,778 0 247,455
CHEMOURS CO/THE Common Stocks 163851108 656 73,928 SH   SOLE   23,084 0 50,844
CIGNA CORP Common Stocks 125523100 269 1,521 SH   SOLE   1,521 0 0
CNH INDUSTRIAL NV Common Stocks N20944109 23,497 4,084,765 SH   SOLE   3,749,432 0 335,333
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 80,965 1,742,314 SH   SOLE   512,871 0 1,229,443
CVS HEALTH CORP Common Stocks 126650100 3,993 67,298 SH   SOLE   18,704 0 48,594
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 372 9,225 SH   SOLE   9,225 0 0
FEDEX CORP Common Stocks 31428X106 3,324 27,409 SH   SOLE   7,664 0 19,745
FRANKLIN RESOURCES INC Common Stocks 354613101 1,987 119,034 SH   SOLE   39,759 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 5,078 67,929 SH   SOLE   20,445 0 47,484
HEWLETT PACKARD ENTERPRISE Common Stocks 42824C109 768 79,059 SH   SOLE   14,271 0 64,788
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 3,862 454,314 SH   SOLE   68,773 0 385,541
ISHARES CORE MSCI EMERGING ETF 46434G103 2,195 54,249 SH   SOLE   0 0 54,249
ISHARES MSCI INDIA ETF ETF 46429B598 3,954 164,019 SH   SOLE   0 0 164,019
ISHARES MSCI RUSSIA ETF ETF 46434G798 11,646 419,829 SH   SOLE   232,047 0 187,782
ISHARES MSCI TAIWAN ETF ETF 46434G772 10,697 324,455 SH   SOLE   0 0 324,455
JD.COM INC-ADR Equity Depositary Receipts 47215P106 518 12,800 SH   SOLE   12,800 0 0
JM SMUCKER CO/THE Common Stocks 832696405 753 6,786 SH   SOLE   393 0 6,393
JOYY INC Equity Depositary Receipts 46591M109 44,359 832,881 SH   SOLE   254,018 0 578,863
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 265 9,729 SH   SOLE   0 0 9,729
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 41,448 1,986,005 SH   SOLE   615,157 0 1,370,848
LEAR CORP Common Stocks 521865204 899 11,064 SH   SOLE   3,080 0 7,984
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 996 60,343 SH   SOLE   17,199 0 43,144
MCKESSON CORP Common Stocks 58155Q103 2,542 18,796 SH   SOLE   5,360 0 13,436
MOSAIC CO/THE Common Stocks 61945C103 1,189 109,928 SH   SOLE   46,246 0 63,682
NUTRIEN LTD Common Stocks 67077M108 20,479 598,454 SH   SOLE   551,696 0 46,758
NXP SEMICONDUCTORS NV Common Stocks N6596X109 46,968 566,353 SH   SOLE   510,761 0 55,592
ON SEMICONDUCTOR CORP Common Stocks 682189105 1,722 138,432 SH   SOLE   42,037 0 96,395
POSCO- SPON ADR Equity Depositary Receipts 693483109 500 15,323 SH   SOLE   5,827 0 9,496
PROCTER & GAMBLE CO/THE Common Stocks 742718109 201 1,823 SH   SOLE   1,823 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 49,527 331,686 SH   SOLE   310,960 0 20,726
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 58,213 1,587,913 SH   SOLE   755,678 0 832,235
SLM CORP Common Stocks 78442P106 867 120,622 SH   SOLE   29,379 0 91,243
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 248 5,181 SH   SOLE   1,452 0 3,729
TAPESTRY INC Common Stocks 876030107 1,229 94,926 SH   SOLE   32,019 0 62,907
TECHNIPFMC PLC Common Stocks G87110105 331 49,169 SH   SOLE   6,700 0 42,469
UBS GROUP AG-REG Common Stocks H42097107 1,069 113,537 SH   SOLE   78,261 0 35,276
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 35,715 1,078,677 SH   SOLE   317,582 0 761,095
WELLS FARGO & CO Common Stocks 949746101 1,846 64,328 SH   SOLE   21,164 0 43,164