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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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
180 Degree Capital Corp COM 68235B208 127 15,783 SH   SOLE   15,783 0 0
ADT Inc COM 00090Q103 165,236 15,313,819 SH   SOLE   14,584,342 0 729,477
Adtalem Global Education Inc COM 00737L103 119,834 3,362,334 SH   SOLE   3,228,390 0 133,944
Affiliated Managers Group Inc COM 008252108 127,606 827,479 SH   SOLE   803,079 0 24,400
Aflac Inc COM 001055102 79,185 1,475,686 SH   SOLE   1,463,936 0 11,750
Amdocs Ltd COM G02602103 67,382 871,024 SH   SOLE   485,148 8,489 377,387
APA Corp COM 03743Q108 9,575 442,684 SH   SOLE   442,684 0 0
AstraZeneca PLC ADR 046353108 1,583 26,422 SH   SOLE   25,999 0 423
Axalta Coating Systems Ltd COM G0750C108 170,125 5,579,702 SH   SOLE   5,475,302 0 104,400
Baidu Inc ADR 056752108 4,870 23,886 SH   OTR 1 0 0 23,886
Baidu Inc ADR 056752108 467,307 2,291,843 SH   SOLE   1,601,661 9,905 680,277
Ballantyne Strong Inc COM 058516105 265 55,378 SH   SOLE   55,378 0 0
Banco Santander Chile ADR 05965X109 662 33,312 SH   OTR 1 0 0 33,312
Banco Santander Chile ADR 05965X109 24,017 1,208,696 SH   SOLE   684,677 3,584 520,435
Bank of New York Mellon Corp COM 064058100 6,748 131,728 SH   SOLE   131,728 0 0
Barrick Gold Corp COM 067901108 6,256 302,495 SH   SOLE   302,495 0 0
Berkshire Hathaway Inc CL B 084670702 104,941 377,593 SH   SOLE   208,323 3,893 165,377
Bio-Rad Laboratories Inc COM 090572207 33,589 52,134 SH   SOLE   50,349 0 1,785
BOK Financial Corp COM 05561Q201 269,826 3,115,772 SH   SOLE   3,003,636 0 112,136
BorgWarner Inc COM 099724106 76,148 1,568,761 SH   SOLE   1,558,461 0 10,300
Brady Corp CL A 104674106 32,085 572,532 SH   SOLE   486,251 0 86,281
Brink's Co COM 109696104 133,526 1,737,719 SH   SOLE   1,559,978 0 177,741
Bristol-Myers Squibb Co COM 110122108 38,353 573,979 SH   SOLE   301,596 6,241 266,142
Cardinal Health Inc COM 14149Y108 59,090 1,035,033 SH   SOLE   1,027,333 0 7,700
CarMax Inc COM 143130102 44,954 348,077 SH   SOLE   345,402 0 2,675
CBRE Group Inc CL A 12504L109 140,094 1,634,136 SH   SOLE   1,601,536 0 32,600
Charles River Laboratories International Inc COM 159864107 81,789 221,099 SH   SOLE   215,969 0 5,130
Check Point Software Technologies Ltd ORD M22465104 523 4,502 SH   OTR 1 0 0 4,502
Check Point Software Technologies Ltd ORD M22465104 54,162 466,387 SH   SOLE   315,683 1,663 149,041
Core Laboratories NV COM N22717107 139,472 3,580,792 SH   SOLE   3,335,004 0 245,788
Credicorp Ltd COM G2519Y108 1,309 10,811 SH   OTR 1 0 0 10,811
Credicorp Ltd COM G2519Y108 91,112 752,310 SH   SOLE   485,886 3,367 263,057
Cumberland Pharmaceuticals Inc COM 230770109 34 12,033 SH   SOLE   12,033 0 0
Envista Holdings Corp COM 29415F104 276,512 6,399,263 SH   SOLE   6,070,558 0 328,705
Equity Commonwealth COM SH BEN INT 294628102 36,090 1,377,497 SH   SOLE   894,614 10,990 471,893
Evercore Inc COM 29977A105 36,353 258,246 SH   SOLE   258,246 0 0
First American Financial Corp COM 31847R102 337,342 5,410,464 SH   SOLE   5,138,974 0 271,490
Gilead Sciences Inc COM 375558103 172,136 2,499,799 SH   SOLE   1,433,700 24,516 1,041,583
GlaxoSmithKline PLC ADR 37733W105 10,391 260,941 SH   SOLE   260,941 0 0
Goldman Sachs Group Inc COM 38141G104 97,255 256,250 SH   SOLE   254,575 0 1,675
GSI Technology Inc COM 36241U106 89 15,803 SH   SOLE   15,803 0 0
Hanger Inc COM 41043F208 6,864 271,514 SH   SOLE   271,514 0 0
Horace Mann Educators Corp COM 440327104 12,180 325,491 SH   SOLE   277,151 0 48,340
Houlihan Lokey Inc CL A 441593100 33,182 405,703 SH   SOLE   402,103 0 3,600
Interpublic Group of Cos Inc COM 460690100 317,389 9,768,806 SH   SOLE   9,292,399 0 476,407
iShares MSCI ACWI ex US ETF ETF 464288240 2,617 45,502 SH   SOLE   45,502 0 0
iShares Russell 2000 Value ETF ETF 464287630 19,820 119,566 SH   SOLE   119,566 0 0
Janus Henderson Group PLC ORD SHS G4474Y214 147,907 3,811,044 SH   SOLE   3,680,336 0 130,708
Johnson & Johnson COM 478160104 128,878 782,309 SH   SOLE   455,874 6,794 319,641
Jones Lang LaSalle Inc COM 48020Q107 206,257 1,055,237 SH   SOLE   998,358 0 56,879
Kennametal Inc COM 489170100 273,946 7,626,549 SH   SOLE   7,246,433 0 380,116
Keysight Technologies Inc COM 49338L103 107,795 698,110 SH   SOLE   685,485 0 12,625
KKR & Co Inc COM 48251W104 207,034 3,494,828 SH   SOLE   3,415,328 0 79,500
Knowles Corp COM 49926D109 95,024 4,813,764 SH   SOLE   4,522,435 0 291,329
Korn Ferry COM 500643200 60,852 838,756 SH   SOLE   711,976 0 126,780
Laboratory Corp of America Holdings COM 50540R409 190,298 689,859 SH   SOLE   678,384 0 11,475
Lazard Ltd SHS A G54050102 346,479 7,657,001 SH   SOLE   7,340,763 0 316,238
Littelfuse Inc COM 537008104 93,184 365,727 SH   SOLE   326,932 0 38,795
Lockheed Martin Corp COM 539830109 8,587 22,697 SH   SOLE   22,697 0 0
Madison Square Garden Entertainment Corp CL A 55826T102 269,118 3,204,928 SH   SOLE   3,074,656 0 130,272
Madison Square Garden Sports Corp CL A 55825T103 33,543 194,371 SH   SOLE   166,073 0 28,298
Masco Corp COM 574599106 101,212 1,718,086 SH   SOLE   1,678,486 0 39,600
Mattel Inc COM 577081102 313,966 15,620,180 SH   SOLE   14,815,614 0 804,566
Matthews International Corp CL A 577128101 11,470 318,973 SH   SOLE   270,554 0 48,419
Meredith Corp COM 589433101 119,472 2,750,283 SH   SOLE   2,644,519 0 105,764
Methode Electronics Inc COM 591520200 51,031 1,037,010 SH   SOLE   878,007 0 159,003
Microsoft Corp COM 594918104 323,465 1,194,040 SH   SOLE   686,336 11,720 495,984
Middleby Corp COM 596278101 30,629 176,783 SH   SOLE   150,019 0 26,764
MIND Technology Inc COM 602566101 2,494 1,285,657 SH   SOLE   1,103,244 0 182,413
Mohawk Industries Inc COM 608190104 241,692 1,257,568 SH   SOLE   1,196,839 0 60,729
Molson Coors Beverage Co CL A 60871R209 39,542 736,480 SH   SOLE   730,680 0 5,800
Mosaic Co COM 61945C103 11,637 364,693 SH   SOLE   364,693 0 0
MSG Networks Inc CL A 553573106 154,781 10,616,004 SH   SOLE   10,294,409 0 321,595
NetApp Inc COM 64110D104 39,174 478,781 SH   SOLE   268,726 4,836 205,219
Nielsen Holdings PLC SHS EUR G6518L108 299,057 12,122,282 SH   SOLE   11,520,860 0 601,422
Nokia Corp ADR 654902204 23,671 4,449,489 SH   SOLE   3,207,427 0 1,242,062
Northern Trust Corp COM 665859104 214,911 1,858,769 SH   SOLE   1,838,969 0 19,800
Norwegian Cruise Line Holdings Ltd SHS G66721104 36,228 1,231,838 SH   SOLE   1,044,844 0 186,994
NOV Inc COM 62955J103 34,301 2,238,973 SH   SOLE   2,222,373 0 16,600
Novartis AG ADR 66987V109 1,878 20,582 SH   SOLE   20,065 0 517
Novo-Nordisk A S ADR 670100205 345 4,119 SH   SOLE   4,119 0 0
nVent Electric PLC SHS G6700G107 118,611 3,796,767 SH   SOLE   3,510,610 0 286,157
Omnicom Group Inc COM 681919106 47,856 598,271 SH   SOLE   592,775 0 5,496
OneSpaWorld Holdings Ltd COM P73684113 111,996 11,557,921 SH   SOLE   10,305,965 0 1,251,956
Oracle Corp COM 68389X105 11,836 152,056 SH   SOLE   152,056 0 0
Philip Morris International Inc COM 718172109 4,425 44,649 SH   OTR 1 0 0 44,649
Philip Morris International Inc COM 718172109 391,854 3,953,733 SH   SOLE   3,076,491 18,332 858,910
Progressive Corp COM 743315103 82,516 840,201 SH   SOLE   833,901 0 6,300
Royal Caribbean Cruises Ltd COM V7780T103 42,798 501,853 SH   SOLE   491,453 0 10,400
Rubicon Technology Inc COM 78112T206 205 21,551 SH   SOLE   21,551 0 0
Sanofi ADR 80105N105 286 5,435 SH   SOLE   336 0 5,099
Schwab Charles Corp COM 808513105 70,479 967,989 SH   SOLE   960,589 0 7,400
Simpson Manufacturing Co Inc COM 829073105 76,893 696,242 SH   SOLE   632,890 0 63,352
Smucker JM Co COM 832696405 174,931 1,350,089 SH   SOLE   1,329,789 0 20,300
Snap-on Inc COM 833034101 224,435 1,004,498 SH   SOLE   954,350 0 50,148
Stanley Black & Decker Inc COM 854502101 58,662 286,168 SH   SOLE   284,216 0 1,952
Stericycle Inc COM 858912108 270,736 3,783,869 SH   SOLE   3,623,640 0 160,229
Tapestry Inc COM 876030107 16,671 383,425 SH   SOLE   201,224 4,208 177,993
Team Inc COM 878155100 15,364 2,293,187 SH   SOLE   1,993,107 0 300,080
TEGNA Inc COM 87901J105 150,584 8,026,865 SH   SOLE   7,659,430 0 367,435
Telefonica Brasil SA ADR 87936R205 25,049 2,946,893 SH   SOLE   2,906,334 0 40,559
TIM SA ADR 88706T108 712 61,833 SH   SOLE   61,833 0 0
Trip.com Group Ltd ADR 89677Q107 366 10,321 SH   OTR 1 0 0 10,321
Trip.com Group Ltd ADR 89677Q107 20,543 579,335 SH   SOLE   381,419 2,018 195,898
US Bancorp COM 902973304 11,492 201,725 SH   SOLE   105,724 2,203 93,798
US Silica Holdings Inc COM 90346E103 20,958 1,812,971 SH   SOLE   1,538,362 0 274,609
Vail Resorts Inc COM 91879Q109 111,914 353,576 SH   SOLE   334,749 0 18,827
Vanguard FTSE Developed Markets ETF ETF 921943858 29,405 570,747 SH   SOLE   570,747 0 0
Verizon Communications Inc COM 92343V104 47,953 855,842 SH   SOLE   467,929 8,942 378,971
ViacomCBS Inc CL A 92556H206 134,110 2,967,040 SH   SOLE   2,905,545 0 61,495
Vodafone Group PLC ADR 92857W308 13,958 814,816 SH   SOLE   465,614 0 349,202
Walgreens Boots Alliance Inc COM 931427108 86,317 1,640,700 SH   SOLE   1,629,800 0 10,900
Weibo Corp ADR 948596101 125 2,374 SH   OTR 1 0 0 2,374
Weibo Corp ADR 948596101 5,953 113,128 SH   SOLE   63,820 582 48,726
Western Union Co COM 959802109 8,691 378,372 SH   SOLE   361,272 0 17,100
Zebra Technologies Corp CL A 989207105 60,533 114,324 SH   SOLE   112,049 0 2,275
Zimmer Biomet Holdings Inc COM 98956P102 56,307 350,122 SH   SOLE   347,822 0 2,300