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 Common Stocks 88579Y101 2,110 10,625 SH   SOLE   2,976 0 7,649
ABBOTT LABORATORIES Common Stocks 002824100 919 7,923 SH   SOLE   7,923 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 128,325 2,505,855 SH   SOLE   2,056,479 0 449,376
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 2,128 9,383 SH   SOLE   9,383 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 554 3,593 SH   SOLE   3,593 0 0
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 2,203 42,995 SH   SOLE   12,119 0 30,876
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,093 3,934 SH   SOLE   3,934 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,835 178,272 SH   SOLE   75,941 0 102,331
CANADIAN NATURAL RESOURCES Common Stocks 136385101 119,656 3,295,598 SH   SOLE   2,843,373 0 452,225
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,628 10,523 SH   SOLE   10,523 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 142,908 2,498,837 SH   SOLE   2,408,016 0 90,821
CARNIVAL CORP Common Stocks 143658300 602 22,831 SH   SOLE   22,831 0 0
CHEMOURS CO/THE Common Stocks 163851108 2,363 67,897 SH   SOLE   19,917 0 47,980
CIGNA CORP Common Stocks 125523100 851 3,588 SH   SOLE   3,588 0 0
CITIGROUP INC Common Stocks 172967424 1,951 27,581 SH   SOLE   27,581 0 0
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 36,295 524,038 SH   SOLE   244,762 0 279,276
COMCAST CORP-CLASS A Common Stocks 20030N101 1,768 31,015 SH   SOLE   31,015 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,127 18,500 SH   SOLE   18,500 0 0
CVS HEALTH CORP Common Stocks 126650100 6,694 80,221 SH   SOLE   35,965 0 44,256
DOLLAR TREE INC Common Stocks 256746108 1,307 13,131 SH   SOLE   13,131 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 230 3,131 SH   SOLE   3,131 0 0
DXC TECHNOLOGY CO Common Stocks 23355L106 2,643 67,873 SH   SOLE   13,187 0 54,686
ELI LILLY & CO Common Stocks 532457108 1,351 5,885 SH   SOLE   5,885 0 0
ENTERGY CORP Common Stocks 29364G103 676 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,420 44,402 SH   SOLE   44,402 0 0
GENERAL ELECTRIC CO Common Stocks 369604103 4,601 341,820 SH   SOLE   95,924 0 245,896
GILEAD SCIENCES INC Common Stocks 375558103 7,166 104,067 SH   SOLE   42,582 0 61,485
HCA HEALTHCARE INC Common Stocks 40412C101 1,398 6,762 SH   SOLE   6,762 0 0
HELMERICH & PAYNE Common Stocks 423452101 9,944 304,739 SH   SOLE   149,168 0 155,571
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 503 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108 4,653 64,100 SH   SOLE   18,034 0 46,066
INTEL CORP Common Stocks 458140100 1,926 34,309 SH   SOLE   9,681 0 24,628
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 638 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 897 6,005 SH   SOLE   6,005 0 0
INVESCO LTD Common Stocks G491BT108 412 15,407 SH   SOLE   15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 24,088 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI EMERGING MARKET ETF 464287234 1,110 20,126 SH   SOLE   20,126 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 16,235 366,896 SH   SOLE   91,500 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 23,809 372,311 SH   SOLE   0 0 372,311
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 14,686 239,972 SH   SOLE   103,043 0 136,929
LEAR CORP Common Stocks 521865204 4,144 23,641 SH   SOLE   7,107 0 16,534
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,110 40,865 SH   SOLE   40,865 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 4,417 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,231 10,350 SH   SOLE   10,350 0 0
MCKESSON CORP Common Stocks 58155Q103 5,099 26,662 SH   SOLE   10,249 0 16,413
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 123,058 7,426,574 SH   SOLE   5,015,293 0 2,411,281
MICRON TECHNOLOGY INC Common Stocks 595112103 1,382 16,268 SH   SOLE   16,268 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 5,013 26,085 SH   SOLE   7,548 0 18,537
MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 1,182 22,014 SH   SOLE   22,014 0 0
MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 44,558 2,910,367 SH   SOLE   1,332,382 0 1,577,985
NEWMONT CORP Common Stocks 651639106 903 14,251 SH   SOLE   14,251 0 0
NOV INC Common Stocks 62955J103 3,108 202,844 SH   SOLE   58,065 0 144,779
NUTRIEN LTD Common Stocks 67077M108 53,292 879,372 SH   SOLE   766,490 0 112,882
NXP SEMICONDUCTORS NV Common Stocks N6596X109 926 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 111,913 9,150,681 SH   SOLE   3,949,682 0 5,200,999
PFIZER INC Common Stocks 717081103 676 17,253 SH   SOLE   17,253 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 3,225 42,011 SH   SOLE   20,817 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,724 55,369 SH   SOLE   21,173 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 41,931 281,754 SH   SOLE   272,281 0 9,473
SABRE CORP Common Stocks 78573M104 4,290 343,776 SH   SOLE   233,538 0 110,238
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P108 1,236 39,362 SH   SOLE   28,599 0 10,763
SPIRIT AIRLINES INC Common Stocks 848577102 958 31,456 SH   SOLE   31,456 0 0
SUNCOR ENERGY INC Common Stocks 867224107 5,754 240,189 SH   SOLE   977 0 239,212
TAPESTRY INC Common Stocks 876030107 861 19,801 SH   SOLE   19,801 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 823 6,087 SH   SOLE   6,087 0 0
TECHNIPFMC PLC Common Stocks G87110105 58,453 6,458,885 SH   SOLE   6,078,986 0 379,899
UBS GROUP AG-REG Common Stocks H42097107 91,072 5,948,639 SH   SOLE   5,136,847 0 811,792
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 109,507 2,081,100 SH   SOLE   1,401,985 0 679,115
WELLS FARGO & CO Common Stocks 949746101 4,610 101,778 SH   SOLE   56,074 0 45,704