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
3M CO COM 88579Y101 1,720 9,838 SH   SOLE   4,988 0 4,850
ABBOTT LABS COM 002824100 8,458 77,248 SH   SOLE   51,386 0 25,862
ABBVIE INC COM 00287Y109 8,206 76,580 SH   SOLE   50,954 0 25,626
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 58,610 224,378 SH   SOLE   103,561 0 120,817
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,361,253 2,734,263 SH   SOLE 1,2 2,007,772 0 726,491
ALCON AG ORD SHS H01301128 699,423 10,600,530 SH   SOLE 1,2 7,856,603 0 2,743,927
ALLEGION PLC ORD SHS G0176J109 714,960 6,143,327 SH   SOLE 1,2 4,573,503 0 1,569,824
AMERICAN EXPRESS CO COM 025816109 1,596 13,200 SH   SOLE   13,200 0 0
AMERIPRISE FINL INC COM 03076C106 830,050 4,271,342 SH   SOLE 1,2 3,193,837 0 1,077,505
AMGEN INC COM 031162100 866,891 3,788,119 SH   SOLE 1,2 2,793,992 0 994,127
ANSYS INC COM 03662Q105 1,268,885 3,487,865 SH   SOLE 1,2 2,591,681 0 896,184
APPLE INC COM 037833100 1,062 8,000 SH   SOLE   8,000 0 0
AT&T INC COM 00206R102 202 7,030 SH   SOLE   7,030 0 0
AXALTA COATING SYS LTD COM G0750C108 10,624 459,428 SH   SOLE   132,127 0 327,301
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,739 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 812 3,500 SH   SOLE   3,500 0 0
BK OF AMERICA CORP COM 060505104 18,161 728,635 SH   SOLE   235,603 0 493,032
BOK FINL CORP COM NEW 05561Q201 28,336 413,789 SH   SOLE 1,2 297,330 0 116,459
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 21,001 508,874 SH   SOLE   271,620 0 237,254
CABOT OIL & GAS CORP COM 127097103 548,784 33,709,120 SH   SOLE 1,2 24,963,599 0 8,745,521
CAMECO CORP COM 13321L108 8,473 632,297 SH   SOLE   383,119 0 249,178
CAPITAL ONE FINL CORP COM 14040H105 626,538 6,338,270 SH   SOLE 1,2 4,809,675 0 1,528,595
CARNIVAL CORP UNIT 99/99/9999 143658300 4,994 230,556 SH   SOLE   127,219 0 103,337
CHEVRON CORP NEW COM 166764100 222 2,632 SH   SOLE   2,632 0 0
CHUBB LIMITED COM H1467J104 573,319 3,745,950 SH   SOLE 1,2 2,771,646 0 974,304
CHURCH & DWIGHT INC COM 171340102 3,438 39,416 SH   SOLE   23,416 0 16,000
CINCINNATI FINL CORP COM 172062101 619,233 7,087,484 SH   SOLE 1,2 5,275,324 0 1,812,160
CINTAS CORP COM 172908105 4,442 12,567 SH   SOLE   8,167 0 4,400
COCA COLA CO COM 191216100 794,150 14,547,138 SH   SOLE 1,2 10,704,437 0 3,842,701
COCA COLA EUROPEAN PARTNERS SHS G25839104 33,489 672,068 SH   SOLE   312,334 0 359,734
COLGATE PALMOLIVE CO COM 194162103 2,288 26,762 SH   SOLE   26,762 0 0
COMMERCE BANCSHARES INC COM 200525103 447,085 6,804,950 SH   SOLE 1,2 5,078,673 0 1,726,277
CORTEVA INC COM 22052L104 881,343 22,761,945 SH   SOLE 1,2 16,984,995 0 5,776,950
COSTCO WHSL CORP NEW COM 22160K105 414 1,100 SH   SOLE   800 0 300
CREDICORP LTD COM G2519Y108 44,448 270,993 SH   SOLE   124,997 0 145,996
CULLEN FROST BANKERS INC COM 229899109 320,715 3,676,655 SH   SOLE 1,2 2,772,966 0 903,689
DANAHER CORPORATION COM 235851102 1,341,078 6,061,915 SH   SOLE 1,2 4,447,106 0 1,614,809
DONALDSON INC COM 257651109 609 10,900 SH   SOLE   900 0 10,000
DOVER CORP COM 260003108 381 3,020 SH   SOLE   1,420 0 1,600
DOW INC COM 260557103 239 4,308 SH   SOLE   2,581 0 1,727
DUPONT DE NEMOURS INC COM 26614N102 220 3,093 SH   SOLE   1,366 0 1,727
EAST WEST BANCORP INC COM 27579R104 467,262 9,214,405 SH   SOLE 1,2 6,984,712 0 2,229,693
ELANCO ANIMAL HEALTH INC COM 28414H103 659,368 21,498,800 SH   SOLE 1,2 16,044,147 0 5,454,653
EMERSON ELEC CO COM 291011104 1,214 15,109 SH   SOLE   1,509 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 339,854 5,363,865 SH   SOLE 1,2 3,998,562 0 1,365,303
EXXON MOBIL CORP COM 30231G102 1,542 37,418 SH   SOLE   22,418 0 15,000
FRANKLIN ELEC INC COM 353514102 1,809 26,134 SH   SOLE   11,734 0 14,400
GENERAL DYNAMICS CORP COM 369550108 471,417 3,185,101 SH   SOLE 1,2 2,517,929 0 667,172
GRAINGER W W INC COM 384802104 769 1,883 SH   SOLE   1,233 0 650
HONEYWELL INTL INC COM 438516106 186,552 877,064 SH   SOLE   641,378 0 235,686
ILLINOIS TOOL WKS INC COM 452308109 2,317 11,366 SH   SOLE   6,366 0 5,000
ING GROEP N.V. SPONSORED ADR 456837103 14,526 1,538,813 SH   SOLE   798,994 0 739,819
INTUIT COM 461202103 653 1,720 SH   SOLE   1,720 0 0
ISHARES INC MSCI WORLD ETF 464286392 55 490 SH   SOLE   490 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,206 95,367 SH   SOLE   92,767 0 2,600
ISHARES TR MSCI EAFE ETF 464287465 5,536 75,874 SH   SOLE   36,821 0 39,053
ISHARES TR RUS 1000 VAL ETF 464287598 22,745 166,347 SH   SOLE   160,847 0 5,500
JOHNSON & JOHNSON COM 478160104 5,556 35,300 SH   SOLE   17,327 0 17,973
JOHNSON CTLS INTL PLC SHS G51502105 713,123 15,306,360 SH   SOLE 1,2 11,469,109 0 3,837,251
JPMORGAN CHASE & CO COM 46625H100 783,088 6,162,651 SH   SOLE 1,2 4,634,809 0 1,527,842
KIMBERLY-CLARK CORP COM 494368103 1,387 10,290 SH   SOLE   9,490 0 800
KONTOOR BRANDS INC COM 50050N103 300 7,401 SH   SOLE   3,846 0 3,555
LENNAR CORP CL A 526057104 859,519 11,344,658 SH   SOLE 1,2 8,343,246 0 3,001,412
LENNAR CORP CL B 526057302 6,381 104,261 SH   SOLE 1 58,999 0 45,262
MAGNA INTL INC COM 559222401 36,898 583,410 SH   SOLE   232,066 0 351,344
MARTIN MARIETTA MATLS INC COM 573284106 796,090 2,822,615 SH   SOLE 1,2 2,054,476 0 768,139
MEDTRONIC PLC SHS G5960L103 847,101 7,267,267 SH   SOLE 1,2 5,339,822 0 1,927,445
MICROCHIP TECHNOLOGY INC. COM 595017104 1,053,810 7,670,629 SH   SOLE 1,2 5,603,980 0 2,066,649
MICROSOFT CORP COM 594918104 1,350,164 6,101,249 SH   SOLE 1,2 4,478,436 0 1,622,813
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 257,935 58,224,543 SH   SOLE 1,2 41,183,720 0 17,040,823
MONDELEZ INTL INC CL A 609207105 430 7,347 SH   SOLE   1,713 0 5,634
MORGAN STANLEY COM NEW 617446448 56,962 831,191 SH   SOLE   831,191 0 0
NEXTERA ENERGY INC COM 65339F101 225 2,920 SH   SOLE   1,320 0 1,600
NORDSTROM INC COM 655664100 499 16,000 SH   SOLE   16,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 549,781 5,822,096 SH   SOLE 1,2 4,102,078 0 1,720,018
ORIX CORP SPONSORED ADR 686330101 751 9,718 SH   SOLE   8,668 0 1,050
OSHKOSH CORP COM 688239201 351,500 4,132,833 SH   SOLE 1,2 3,092,811 0 1,040,022
PARKER-HANNIFIN CORP COM 701094104 893,616 3,280,410 SH   SOLE 1,2 2,447,692 0 832,718
PAYPAL HLDGS INC COM 70450Y103 829,966 3,564,402 SH   SOLE 1,2 2,620,430 0 943,972
PENSKE AUTOMOTIVE GRP INC COM 70959W103 11,830 245,301 SH   SOLE   72,552 0 172,749
PEPSICO INC COM 713448108 5,429 36,607 SH   SOLE   17,047 0 19,560
PFIZER INC COM 717081103 2,546 69,179 SH   SOLE   29,503 0 39,676
PHILLIPS 66 COM 718546104 451,753 6,459,157 SH   SOLE 1,2 4,824,149 0 1,635,008
PIONEER NAT RES CO COM 723787107 317,075 2,806,403 SH   SOLE 1,2 2,047,500 0 758,903
PNC FINL SVCS GROUP INC COM 693475105 746,572 5,010,553 SH   SOLE 1,2 3,777,090 0 1,233,463
PROCTER AND GAMBLE CO COM 742718109 751,170 5,422,159 SH   SOLE 1,2 3,984,961 0 1,437,198
QUALCOMM INC COM 747525103 1,086,138 7,163,562 SH   SOLE 1,2 5,276,550 0 1,887,012
ROYAL BK CDA COM 780087102 2,747 33,470 SH   SOLE   33,470 0 0
RPM INTL INC COM 749685103 782,440 8,662,643 SH   SOLE 1,2 6,366,722 0 2,295,921
SMUCKER J M CO COM NEW 832696405 1,574 13,617 SH   SOLE   6,917 0 6,700
SONY CORP SPONSORED ADR 835699307 963,321 9,528,396 SH   SOLE 1,2 6,748,596 0 2,779,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,413 75,994 SH   SOLE   50,593 0 25,401
STARBUCKS CORP COM 855244109 428 4,000 SH   SOLE   0 0 4,000
STRYKER CORPORATION COM 863667101 343 1,400 SH   SOLE   1,400 0 0
SUN CMNTYS INC COM 866674104 371,204 2,442,938 SH   SOLE 1,2 1,836,138 0 606,800
TOTAL SE SPONSORED ADS 89151E109 11,979 285,834 SH   SOLE   170,243 0 115,591
TWITTER INC COM 90184L102 820,641 15,236,067 SH   SOLE 1,2 11,230,281 0 4,005,786
TYSON FOODS INC CL A 902494103 503,875 7,819,296 SH   SOLE 1,2 5,864,611 0 1,954,685
UBS GROUP AG SHS H42097107 10,850 767,885 SH   SOLE   403,138 0 364,747
UNILEVER PLC SPON ADR NEW 904767704 15,186 251,590 SH   SOLE   135,230 0 116,360
UNION PAC CORP COM 907818108 1,031 4,952 SH   SOLE   4,952 0 0
US BANCORP DEL COM NEW 902973304 606 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 6,285 73,589 SH   SOLE   35,889 0 37,700
VISA INC COM CL A 92826C839 591 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 292,851 7,388,482 SH   SOLE 1,2 5,417,824 0 1,970,658
WALMART INC COM 931142103 232 1,610 SH   SOLE   1,610 0 0
WILLIAMS SONOMA INC COM 969904101 528,875 5,193,199 SH   SOLE   2,007,659 0 3,185,540
XYLEM INC COM 98419M100 790,828 7,769,211 SH   SOLE 1,2 5,804,956 0 1,964,255
ZIMMER BIOMET HOLDINGS INC COM 98956P102 693 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 43,275 3,891,580 SH   SOLE   1,386,580 0 2,505,000
AIA GROUP LTD SPONS ADR FOREIGN 001317205 16,580 338,319 SH   SOLE   181,154 0 157,165
AKZO NOBEL NV FOREIGN 005458314 26,016 242,417 SH   SOLE   104,679 0 137,738
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 15,820 441,476 SH   SOLE   224,413 0 217,063
ALCON INC FOREIGN 00BJT1GR5 35,341 588,493 SH   SOLE   188,349 0 400,144
AMUNDI SA FOREIGN 000BYZR01 21,820 267,420 SH   SOLE   116,083 0 151,337
ASHTEAD GROUP PLC FOREIGN 000053673 30,887 657,101 SH   SOLE   283,521 0 373,580
ASHTEAD GROUP PLC UNSPONS ADR FOREIGN 045055100 18,929 100,697 SH   SOLE   51,225 0 49,472
ASSA ABLOY AB FOREIGN 00BYPC1T4 28,912 1,275,965 SH   SOLE   478,431 0 797,534
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 14,226 1,153,917 SH   SOLE   606,792 0 547,125
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 29,949 724,423 SH   SOLE   299,223 0 425,200
CAMECO CORP FOREIGN 002166160 19,099 1,620,699 SH   SOLE   473,557 0 1,147,142
CARNIVAL PLC FOREIGN 003121522 13,119 780,938 SH   SOLE   265,728 0 515,210
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA FOREIGN 004588364 12,618 98,429 SH   SOLE   43,889 0 54,540
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR FOREIGN 59410T106 279,301 10,875,187 SH   SOLE 1,2 7,619,238 0 3,255,949
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 16,584 877,682 SH   SOLE   378,357 0 499,325
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 9,588 253,765 SH   SOLE   133,662 0 120,103
COMPASS GROUP PLC FOREIGN 00BD6K457 18,108 971,707 SH   SOLE   411,307 0 560,400
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 12,093 649,057 SH   SOLE   349,207 0 299,850
DASSAULT SYSTEMES SE FOREIGN 005330047 52,208 283,117 SH   SOLE   104,915 0 178,202
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 18,359 90,308 SH   SOLE   47,572 0 42,736
DBS GROUP HOLDINGS LTD FOREIGN 006175203 32,765 1,924,464 SH   SOLE   632,954 0 1,291,510
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 14,016 184,950 SH   SOLE   105,311 0 79,639
ERSTE GROUP BANK AG FOREIGN 005289837 22,471 807,983 SH   SOLE   279,585 0 528,398
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 9,671 633,862 SH   SOLE   354,195 0 279,667
EXPERIAN PLC FOREIGN 00B19NLV4 21,306 561,173 SH   SOLE   232,173 0 329,000
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 14,473 381,257 SH   SOLE   202,340 0 178,917
FANUC CORP FOREIGN 006356934 46,638 207,700 SH   SOLE   75,540 0 132,160
FANUC CORP ADR FOREIGN 307305102 18,331 746,289 SH   SOLE   391,072 0 355,217
HEINEKEN NV FOREIGN 007792559 37,792 367,958 SH   SOLE   130,137 0 237,821
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 17,639 316,076 SH   SOLE   170,508 0 145,568
HOSHIZAKI CORP FOREIGN 00B3FF8W8 14,027 187,322 SH   SOLE   58,322 0 129,000
KDDI CORP FOREIGN 006248990 35,069 1,297,870 SH   SOLE   449,570 0 848,300
KDDI CORP ADR FOREIGN 48667L106 15,539 1,046,531 SH   SOLE   585,052 0 461,479
KUBOTA CORP FOREIGN 006497509 38,120 1,929,370 SH   SOLE   711,270 0 1,218,100
KUBOTA CORP ADR FOREIGN 501173207 16,276 149,300 SH   SOLE   79,212 0 70,088
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 52,876 93,622 SH   SOLE   33,585 0 60,037
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 18,927 151,386 SH   SOLE   79,543 0 71,843
MAGNA INTERNATIONAL INC FOREIGN 559222955 25,864 365,325 SH   SOLE   152,525 0 212,800
MARUI GROUP CO LTD FOREIGN 006569527 25,077 1,555,440 SH   SOLE   576,960 0 978,480
MARUI GROUP CO LTD ADR FOREIGN 573814308 10,010 285,185 SH   SOLE   153,907 0 131,278
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 4,961 1,434,700 SH   SOLE   287,900 0 1,146,800
NESTLE SA SPONS ADR FOREIGN 641069406 200 1,696 SH   SOLE   1,696 0 0
NIDEC CORP FOREIGN 006640682 53,958 466,062 SH   SOLE   178,992 0 287,070
NIDEC CORP SPONS ADR FOREIGN 654090109 23,345 742,763 SH   SOLE   389,930 0 352,833
NOVARTIS AG FOREIGN 007103065 29,384 341,442 SH   SOLE   112,714 0 228,728
ORIX CORP FOREIGN 006661144 11,623 942,500 SH   SOLE   253,300 0 689,200
OTSUKA HOLDINGS CO LTD FOREIGN 006267058 25,122 628,100 SH   SOLE   235,400 0 392,700
OTSUKA HOLDINGS CO LTD UNSPONS ADR FOREIGN 689164101 11,078 517,777 SH   SOLE   257,227 0 260,550
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 17,755 198,504 SH   SOLE   83,504 0 115,000
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 11,936 667,369 SH   SOLE   352,529 0 314,840
RENTOKIL INITIAL PLC FOREIGN 00B082RF1 24,201 3,473,586 SH   SOLE   1,501,286 0 1,972,300
RENTOKIL INITIAL PLC SPONS ADR FOREIGN 760125104 14,775 424,194 SH   SOLE   214,780 0 209,414
SAFRAN SA FOREIGN 00B058TZ6 22,451 158,513 SH   SOLE   68,339 0 90,174
SAFRAN SA SPONS ADR FOREIGN 786584102 15,261 430,287 SH   SOLE   219,389 0 210,898
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 52,087 796,981 SH   SOLE   167,300 0 629,681
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 2,628 38,800 SH   SOLE   38,800 0 0
SAMSUNG ELECTRONICS CO LTD SPONS ADR FOREIGN 796050888 2,208 1,210 SH   SOLE   1,210 0 0
SONY CORP FOREIGN 006821506 64,557 710,770 SH   SOLE   255,970 0 454,800
SYMRISE AG FOREIGN 00B1JB4K8 39,187 323,577 SH   SOLE   121,555 0 202,022
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 14,422 434,946 SH   SOLE   229,623 0 205,323
TORAY INDUSTRIES INC FOREIGN 006897143 9,138 1,921,400 SH   SOLE   519,500 0 1,401,900
TORAY INDUSTRIES INC ADR FOREIGN 890880206 485 40,969 SH   SOLE   35,369 0 5,600
TOTAL SE FOREIGN 00B15C557 29,710 775,874 SH   SOLE   228,592 0 547,282
UBS GROUP AG FOREIGN 00BRJL176 16,085 1,142,993 SH   SOLE   483,993 0 659,000
UNILEVER PLC FOREIGN 00B12T3J1 21,745 359,164 SH   SOLE   148,864 0 210,300