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 957 8,739 SH   SOLE   8,739 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 112,124 2,459,948 SH   SOLE   1,993,697 0 466,251
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 927 3,985 SH   SOLE   3,985 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 1,041 6,785 SH   SOLE   6,785 0 0
AT&T INC Common Stocks 00206R102 850 29,557 SH   SOLE   29,557 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 290,386 1,342,887 SH   SOLE   957,412 0 385,475
BANK OF AMERICA CORP Common Stocks 060505104 3,592 118,508 SH   SOLE   33,389 0 85,119
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 1,826 43,032 SH   SOLE   12,156 0 30,876
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,099 4,740 SH   SOLE   4,740 0 0
BIOGEN INC Common Stocks 09062X103 941 3,841 SH   SOLE   3,841 0 0
CANADIAN NATURAL RESOURCES Common Stocks 136385101 106,711 4,440,747 SH   SOLE   3,828,423 0 612,324
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,717 17,372 SH   SOLE   17,372 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 213,515 5,083,691 SH   SOLE   4,938,061 0 145,630
CHEMOURS CO/THE Common Stocks 163851108 1,685 67,955 SH   SOLE   19,975 0 47,980
CIGNA CORP Common Stocks 125523100 919 4,414 SH   SOLE   4,414 0 0
CITIGROUP INC Common Stocks 172967424 2,825 45,820 SH   SOLE   45,820 0 0
CNH INDUSTRIAL NV Common Stocks N20944109 72,883 5,777,464 SH   SOLE   5,071,655 0 705,809
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 85,142 1,038,953 SH   SOLE   365,039 0 673,914
COMCAST CORP-CLASS A Common Stocks 20030N101 972 18,555 SH   SOLE   18,555 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,023 25,581 SH   SOLE   25,581 0 0
CVS HEALTH CORP Common Stocks 126650100 5,603 82,036 SH   SOLE   37,780 0 44,256
DOLLAR TREE INC Common Stocks 256746108 1,508 13,957 SH   SOLE   13,957 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 223 3,131 SH   SOLE   3,131 0 0
DXC TECHNOLOGY CO Common Stocks 23355L106 1,749 67,936 SH   SOLE   13,250 0 54,686
ENTERGY CORP Common Stocks 29364G103 895 8,964 SH   SOLE   8,964 0 0
FLOWSERVE CORP Common Stocks 34354P105 977 26,521 SH   SOLE   26,521 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,824 72,993 SH   SOLE   72,993 0 0
GENERAL ELECTRIC CO Common Stocks 369604103 2,011 186,243 SH   SOLE   56,631 0 129,612
GILEAD SCIENCES INC Common Stocks 375558103 1,622 27,835 SH   SOLE   7,844 0 19,991
HCA HEALTHCARE INC Common Stocks 40412C101 1,532 9,318 SH   SOLE   9,318 0 0
HELMERICH & PAYNE Common Stocks 423452101 8,238 355,687 SH   SOLE   200,116 0 155,571
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 438 29,444 SH   SOLE   29,444 0 0
INTEL CORP Common Stocks 458140100 1,711 34,337 SH   SOLE   9,709 0 24,628
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 973 41,351 SH   SOLE   41,351 0 0
INVESCO LTD Common Stocks G491BT108 949 54,424 SH   SOLE   54,424 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 23,658 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI EMERGING MARKET ETF 464287234 1,889 36,567 SH   SOLE   36,567 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 14,757 366,896 SH   SOLE   91,500 0 275,396
ISHARES MSCI RUSSIA ETF ETF 46434G798 4,142 111,082 SH   SOLE   0 0 111,082
ISHARES MSCI TAIWAN ETF ETF 46434G772 19,762 372,311 SH   SOLE   0 0 372,311
JD.COM INC-ADR Equity Depositary Receipts 47215P106 718 8,168 SH   SOLE   8,168 0 0
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 201 5,079 SH   SOLE   0 0 5,079
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 32,630 1,025,780 SH   SOLE   343,188 0 682,592
LEAR CORP Common Stocks 521865204 3,763 23,660 SH   SOLE   7,126 0 16,534
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,261 52,072 SH   SOLE   52,072 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,376 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,373 15,224 SH   SOLE   15,224 0 0
MCKESSON CORP Common Stocks 58155Q103 3,072 17,664 SH   SOLE   10,824 0 6,840
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 54,971 2,963,388 SH   SOLE   877,143 0 2,086,245
MICRON TECHNOLOGY INC Common Stocks 595112103 1,593 21,188 SH   SOLE   21,188 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 4,185 29,689 SH   SOLE   11,152 0 18,537
MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 1,390 30,765 SH   SOLE   30,765 0 0
MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 77,656 5,562,759 SH   SOLE   2,822,808 0 2,739,951
MOSAIC CO/THE Common Stocks 61945C103 7,915 343,985 SH   SOLE   204,035 0 139,950
NATIONAL OILWELL VARCO INC Common Stocks 637071101 2,787 203,013 SH   SOLE   58,234 0 144,779
NUTRIEN LTD Common Stocks 67077M108 95,244 1,979,849 SH   SOLE   1,701,899 0 277,950
NXP SEMICONDUCTORS NV Common Stocks N6596X109 1,052 6,619 SH   SOLE   6,619 0 0
ON SEMICONDUCTOR CORP Common Stocks 682189105 499 15,244 SH   SOLE   15,244 0 0
PFIZER INC Common Stocks 717081103 855 23,228 SH   SOLE   23,228 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 1,678 26,930 SH   SOLE   5,736 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,078 57,031 SH   SOLE   22,835 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 47,073 283,881 SH   SOLE   272,063 0 11,818
SABRE CORP Common Stocks 78573M104 3,882 322,950 SH   SOLE   212,712 0 110,238
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 73,461 1,525,680 SH   SOLE   766,790 0 758,890
SUNCOR ENERGY INC Common Stocks 867224107 6,482 386,478 SH   SOLE   31,644 0 354,834
TAPESTRY INC Common Stocks 876030107 1,041 33,482 SH   SOLE   33,482 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 1,065 8,800 SH   SOLE   8,800 0 0
TECHNIPFMC PLC Common Stocks G87110105 52,042 5,536,385 SH   SOLE   5,156,486 0 379,899
UBS GROUP AG-REG Common Stocks H42097107 38,402 2,725,718 SH   SOLE   2,202,420 0 523,298
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 102,693 2,505,311 SH   SOLE   1,389,031 0 1,116,280
WELLS FARGO & CO Common Stocks 949746101 4,777 158,271 SH   SOLE   112,567 0 45,704