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
ABBOTT LABORATORIES Common Stocks 002824100 1,108 12,124 SH   SOLE   12,124 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 51,054 1,657,610 SH   SOLE   1,395,350 0 262,260
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 586 2,716 SH   SOLE   2,716 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 1,062 8,255 SH   SOLE   8,255 0 0
APPLIED MATERIALS INC Common Stocks 038222105 704 11,654 SH   SOLE   11,654 0 0
AT&T INC Common Stocks 00206R102 636 21,037 SH   SOLE   21,037 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 86,636 722,632 SH   SOLE   420,100 0 302,532
BAKER HUGHES CO Common Stocks 05722G100 992 64,449 SH   SOLE   10,811 0 53,638
BANK OF AMERICA CORP Common Stocks 060505104 2,212 93,118 SH   SOLE   17,613 0 75,505
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 512 2,870 SH   SOLE   2,870 0 0
BIOGEN INC Common Stocks 09062X103 379 1,416 SH   SOLE   1,416 0 0
CANADIAN NATURAL RESOURCES Common Stocks 136385101 26,465 1,525,080 SH   SOLE   1,320,780 0 204,300
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,058 16,897 SH   SOLE   16,897 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 80,552 5,153,695 SH   SOLE   4,924,589 0 229,106
CHEMOURS CO/THE Common Stocks 163851108 1,040 67,735 SH   SOLE   16,891 0 50,844
CIGNA CORP Common Stocks 125523100 1,294 6,898 SH   SOLE   6,898 0 0
CITIGROUP INC Common Stocks 172967424 1,190 23,284 SH   SOLE   23,284 0 0
CNH INDUSTRIAL NV Common Stocks N20944109 38,439 5,493,572 SH   SOLE   4,958,333 0 535,239
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 90,979 1,601,186 SH   SOLE   413,134 0 1,188,052
COMCAST CORP-CLASS A Common Stocks 20030N101 1,005 25,787 SH   SOLE   25,787 0 0
CONOCOPHILLIPS Common Stocks 20825C104 969 23,066 SH   SOLE   23,066 0 0
CVS HEALTH CORP Common Stocks 126650100 4,240 65,267 SH   SOLE   30,621 0 34,646
DOLLAR TREE INC Common Stocks 256746108 1,510 16,298 SH   SOLE   16,298 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 489 9,225 SH   SOLE   9,225 0 0
ENTERGY CORP Common Stocks 29364G103 1,005 10,717 SH   SOLE   10,717 0 0
EOG RESOURCES INC Common Stocks 26875P101 789 15,579 SH   SOLE   15,579 0 0
EXXON MOBIL CORP Common Stocks 30231G102 605 13,529 SH   SOLE   13,529 0 0
FEDEX CORP Common Stocks 31428X106 4,306 30,711 SH   SOLE   10,966 0 19,745
FRANKLIN RESOURCES INC Common Stocks 354613101 3,476 165,777 SH   SOLE   86,502 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 3,245 42,175 SH   SOLE   16,036 0 26,139
HCA HEALTHCARE INC Common Stocks 40412C101 387 3,985 SH   SOLE   3,985 0 0
HELMERICH & PAYNE Common Stocks 423452101 1,809 92,703 SH   SOLE   34,442 0 58,261
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 639 68,773 SH   SOLE   68,773 0 0
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 989 57,642 SH   SOLE   57,642 0 0
INVESCO LTD Common Stocks G491BT108 1,251 116,297 SH   SOLE   116,297 0 0
ISHARES MSCI EAFE SMALL-CAP ETF 464288273 1,835 34,222 SH   SOLE   0 0 34,222
ISHARES MSCI INDIA ETF ETF 46429B598 4,760 164,019 SH   SOLE   0 0 164,019
ISHARES MSCI RUSSIA ETF ETF 46434G798 14,052 419,829 SH   SOLE   232,047 0 187,782
ISHARES MSCI TAIWAN ETF ETF 46434G772 8,536 212,238 SH   SOLE   0 0 212,238
JD.COM INC-ADR Equity Depositary Receipts 47215P106 657 10,909 SH   SOLE   10,909 0 0
JM SMUCKER CO/THE Common Stocks 832696405 348 3,292 SH   SOLE   3,292 0 0
JOYY INC Equity Depositary Receipts 46591M109 38,991 440,325 SH   SOLE   109,896 0 330,429
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 271 9,729 SH   SOLE   0 0 9,729
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 41,740 2,003,820 SH   SOLE   632,972 0 1,370,848
LEAR CORP Common Stocks 521865204 1,206 11,064 SH   SOLE   3,080 0 7,984
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,196 54,714 SH   SOLE   54,714 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,212 72,100 SH   SOLE   20,400 0 51,700
MANPOWERGROUP INC Common Stocks 56418H100 1,212 17,629 SH   SOLE   17,629 0 0
MCKESSON CORP Common Stocks 58155Q103 3,105 20,241 SH   SOLE   10,450 0 9,791
MICRON TECHNOLOGY INC Common Stocks 595112103 866 16,814 SH   SOLE   16,814 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 2,492 24,489 SH   SOLE   7,990 0 16,499
MOLINA HEALTHCARE INC Common Stocks 60855R100 925 5,196 SH   SOLE   5,196 0 0
MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 1,266 72,446 SH   SOLE   0 0 72,446
MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105 981 19,196 SH   SOLE   19,196 0 0
MOSAIC CO/THE Common Stocks 61945C103 4,530 362,132 SH   SOLE   208,494 0 153,638
NUTRIEN LTD Common Stocks 67077M108 59,869 1,862,911 SH   SOLE   1,672,999 0 189,912
NXP SEMICONDUCTORS NV Common Stocks N6596X109 65,110 570,941 SH   SOLE   506,957 0 63,984
ON SEMICONDUCTOR CORP Common Stocks 682189105 3,686 185,968 SH   SOLE   89,573 0 96,395
ORACLE CORP Common Stocks 68389X105 845 15,296 SH   SOLE   15,296 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 568 15,323 SH   SOLE   5,827 0 9,496
PROCTER & GAMBLE CO/THE Common Stocks 742718109 744 6,219 SH   SOLE   6,219 0 0
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 1,574 25,550 SH   SOLE   3,638 0 21,912
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 48,713 284,819 SH   SOLE   272,394 0 12,425
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 74,212 1,521,672 SH   SOLE   754,668 0 767,004
SLM CORP Common Stocks 78442P106 658 93,625 SH   SOLE   2,382 0 91,243
STATE STREET CORP Common Stocks 857477103 707 11,128 SH   SOLE   11,128 0 0
SUMITOMO MITSUI-SPONS ADR Equity Depositary Receipts 86562M209 673 119,745 SH   SOLE   119,745 0 0
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 1,008 17,763 SH   SOLE   17,763 0 0
TAPESTRY INC Common Stocks 876030107 2,087 157,161 SH   SOLE   94,254 0 62,907
TE CONNECTIVITY LTD Common Stocks H84989104 713 8,743 SH   SOLE   8,743 0 0
TECHNIPFMC PLC Common Stocks G87110105 25,983 3,798,653 SH   SOLE   3,627,956 0 170,697
UBS GROUP AG-REG Common Stocks H42097107 414 35,933 SH   SOLE   657 0 35,276
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 69,344 2,063,802 SH   SOLE   1,264,667 0 799,135
WELLS FARGO & CO Common Stocks 949746101 2,180 85,143 SH   SOLE   41,979 0 43,164