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 51,125 291,442 SH   SOLE   285,055 0 6,387
ADVANCED ENERGY INDS COM 007973100 2,635 30,033 SH   SOLE   30,033 0 0
AIR LEASE CORP CL A 00912X302 5,156 131,060 SH   SOLE   131,060 0 0
ALPHABET INC CAP STK CL A 02079K305 82,179 30,738 SH   SOLE   29,946 0 792
AMAZON COM INC COM 023135106 79,222 24,116 SH   SOLE   23,276 0 840
AMDOCS LTD SHS G02602103 9,288 122,684 SH   SOLE   122,171 0 513
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,714 105,202 SH   SOLE   105,202 0 0
AMERICAN EXPRESS CO COM 025816109 37,934 226,432 SH   SOLE   221,032 0 5,400
AMERICAN FINL GROUP INC OHIO COM 025932104 8,895 70,688 SH   SOLE   70,393 0 295
ANALOG DEVICES INC COM 032654105 234 1,400 SH   SOLE   1,400 0 0
APPLIED MATLS INC COM 038222105 54,759 425,376 SH   SOLE   415,461 0 9,915
APRIA INC COM 03836A101 2,743 73,827 SH   SOLE   73,827 0 0
ARCH CAP GROUP LTD ORD G0450A105 9,886 258,928 SH   SOLE   257,968 0 960
ASML HOLDING N V N Y REGISTRY SHS N07059210 60,934 81,778 SH   SOLE   80,900 0 878
ATMOS ENERGY CORP COM 049560105 8,363 94,817 SH   SOLE   94,475 0 342
AXIS CAP HLDGS LTD SHS G0692U109 11,155 242,287 SH   SOLE   241,632 0 655
BANCO SANTANDER S.A. ADR 05964H105 49,696 13,728,197 SH   SOLE   13,555,663 0 172,534
BAXTER INTL INC COM 071813109 35,082 436,180 SH   SOLE   425,666 0 10,514
BED BATH & BEYOND INC COM 075896100 10,716 620,314 SH   SOLE   619,276 0 1,038
BIOGEN INC COM 09062X103 52,387 185,118 SH   SOLE   181,479 0 3,639
BOK FINL CORP COM NEW 05561Q201 9,414 105,126 SH   SOLE   104,799 0 327
BOTTOMLINE TECH DEL INC COM 101388106 2,830 72,059 SH   SOLE   72,059 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 43,249 730,920 SH   SOLE   712,889 0 18,031
BUILDERS FIRSTSOURCE INC COM 12008R107 9,672 186,938 SH   SOLE   186,412 0 526
BURLINGTON STORES INC COM 122017106 10,703 37,744 SH   SOLE   37,612 0 132
BWX TECHNOLOGIES INC COM 05605H100 2,793 51,858 SH   SOLE   51,858 0 0
CABOT CORP COM 127055101 2,756 54,997 SH   SOLE   54,997 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,415 73,552 SH   SOLE   73,552 0 0
CATHAY GEN BANCORP COM 149150104 2,961 71,533 SH   SOLE   71,533 0 0
CENTENE CORP DEL COM 15135B101 52,269 838,851 SH   SOLE   820,354 0 18,497
CHIMERIX INC COM 16934W106 1,093 176,606 SH   SOLE   176,606 0 0
CHUBB LIMITED COM H1467J104 48,389 278,933 SH   SOLE   272,454 0 6,479
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 2,728 48,485 SH   SOLE   48,485 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105 2,340 113,880 SH   SOLE   113,880 0 0
COHU INC COM 192576106 2,916 91,298 SH   SOLE   91,298 0 0
COLGATE PALMOLIVE CO COM 194162103 50,344 666,100 SH   SOLE   650,410 0 15,690
CORTEVA INC COM 22052L104 54,946 1,305,745 SH   SOLE   1,276,836 0 28,909
DESPEGAR COM CORP ORD SHS G27358103 2,909 241,814 SH   SOLE   241,814 0 0
DIODES INC COM 254543101 3,327 36,731 SH   SOLE   36,731 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 8,073 91,736 SH   SOLE   91,456 0 280
EAST WEST BANCORP INC COM 27579R104 10,270 132,451 SH   SOLE   131,884 0 567
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,984 39,633 SH   SOLE   39,633 0 0
ENVESTNET INC COM 29404K106 2,944 36,688 SH   SOLE   36,688 0 0
ESSENTIAL UTILS INC COM 29670G102 9,592 208,151 SH   SOLE   207,395 0 756
EURONET WORLDWIDE INC COM 298736109 8,473 66,568 SH   SOLE   66,296 0 272
EXELIXIS INC COM 30161Q104 13,050 617,306 SH   SOLE   615,943 0 1,363
EXPEDITORS INTL WASH INC COM 302130109 10,238 85,938 SH   SOLE   85,612 0 326
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 10,482 231,191 SH   SOLE   230,297 0 894
FIRST AMERN FINL CORP COM 31847R102 3,323 49,558 SH   SOLE   49,558 0 0
FIRST HORIZON CORPORATION COM 320517105 9,025 554,047 SH   SOLE   552,081 0 1,966
FISERV INC COM 337738108 53,654 494,504 SH   SOLE   483,651 0 10,853
FORWARD AIR CORP COM 349853101 2,730 32,884 SH   SOLE   32,884 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 44,613 1,275,753 SH   SOLE   1,261,550 0 14,203
GAP INC COM 364760108 33,314 1,467,592 SH   SOLE   1,454,834 0 12,758
GILEAD SCIENCES INC COM 375558103 259 3,703 SH   SOLE   3,703 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 49,373 130,605 SH   SOLE   127,592 0 3,013
GRAFTECH INTL LTD COM 384313508 15,181 1,471,000 SH   SOLE   1,469,638 0 1,362
HAIN CELESTIAL GROUP INC COM 405217100 3,032 70,866 SH   SOLE   70,866 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 3,152 82,222 SH   SOLE   82,222 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,239 149,560 SH   SOLE   149,560 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 2,180 87,223 SH   SOLE   87,223 0 0
HUBBELL INC COM 443510607 9,747 53,947 SH   SOLE   53,717 0 230
ICU MED INC COM 44930G107 2,660 11,399 SH   SOLE   11,399 0 0
IDACORP INC COM 451107106 3,165 30,619 SH   SOLE   30,619 0 0
INCYTE CORP COM 45337C102 23,676 344,231 SH   SOLE   338,693 0 5,538
ING GROEP N.V. SPONSORED ADR 456837103 4,446 306,850 SH   SOLE   306,850 0 0
INNOVAGE HLDG CORP COM 45784A104 1,313 198,642 SH   SOLE   198,642 0 0
INSPERITY INC COM 45778Q107 2,847 25,710 SH   SOLE   25,710 0 0
INVITATION HOMES INC COM 46187W107 370 9,653 SH   SOLE   8,891 0 762
IPG PHOTONICS CORP COM 44980X109 8,023 50,651 SH   SOLE   50,514 0 137
ISHARES TR 1 3 YR TREAS BD 464287457 7,567 87,838 SH   SOLE   87,838 0 0
ISHARES TR A RATE CP BD ETF 46429B291 4,854 86,175 SH   SOLE   86,175 0 0
ISHARES TR AGENCY BOND ETF 464288166 2,476 20,895 SH   SOLE   20,895 0 0
ISHARES TR CORE S&P MCP ETF 464287507 2,978 11,321 SH   SOLE   11,040 0 281
ISHARES TR CORE US AGGBD ET 464287226 2,205 19,199 SH   SOLE   19,199 0 0
ISHARES TR MSCI ACWI ETF 464288257 239 2,396 SH   SOLE   2,396 0 0
ISHARES TR MSCI EAFE ETF 464287465 26,464 339,238 SH   SOLE   332,122 0 7,116
ISHARES TR RUS 1000 VAL ETF 464287598 12,429 79,412 SH   SOLE   77,402 0 2,010
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 84,250 15,986,767 SH   SOLE   15,840,546 0 146,221
JAMES RIV GROUP LTD COM G5005R107 3,071 81,401 SH   SOLE   81,401 0 0
JPMORGAN CHASE & CO COM 46625H100 55,431 338,637 SH   SOLE   330,504 0 8,133
KKR & CO INC COM 48251W104 33,018 542,343 SH   SOLE   529,480 0 12,863
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 43,694 983,224 SH   SOLE   971,787 0 11,437
L3HARRIS TECHNOLOGIES INC COM 502431109 51,242 232,663 SH   SOLE   227,135 0 5,528
LAMB WESTON HLDGS INC COM 513272104 8,505 138,583 SH   SOLE   138,110 0 473
LEIDOS HOLDINGS INC COM 525327102 9,675 100,640 SH   SOLE   100,255 0 385
LINCOLN ELEC HLDGS INC COM 533900106 9,638 74,838 SH   SOLE   74,547 0 291
MANPOWERGROUP INC WIS COM 56418H100 2,587 23,891 SH   SOLE   23,891 0 0
MARCUS & MILLICHAP INC COM 566324109 2,882 70,951 SH   SOLE   70,951 0 0
MARVELL TECHNOLOGY INC COM 573874104 62,233 1,031,884 SH   SOLE   1,008,414 0 23,470
MASTERCARD INCORPORATED CL A 57636Q104 34,014 97,832 SH   SOLE   95,777 0 2,055
MAXIMUS INC COM 577933104 8,831 106,141 SH   SOLE   105,684 0 457
MEDTRONIC PLC SHS G5960L103 35,899 286,393 SH   SOLE   279,558 0 6,835
MERCK & CO INC COM 58933Y105 373 4,963 SH   SOLE   4,963 0 0
MERCURY SYS INC COM 589378108 10,478 220,956 SH   SOLE   220,667 0 289
MONARCH CASINO & RESORT INC COM 609027107 3,085 46,057 SH   SOLE   46,057 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 64,232 276,482 SH   SOLE   270,433 0 6,049
NATIONAL RETAIL PROPERTIES I COM 637417106 8,925 206,646 SH   SOLE   205,934 0 712
NETSTREIT CORP COM 64119V303 2,446 103,414 SH   SOLE   103,414 0 0
NUVASIVE INC COM 670704105 2,833 47,328 SH   SOLE   47,328 0 0
NV5 GLOBAL INC COM 62945V109 2,906 29,478 SH   SOLE   29,478 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,366 204,628 SH   SOLE   203,746 0 882
PARSONS CORP DEL COM 70202L102 2,388 70,749 SH   SOLE   70,749 0 0
PENN NATL GAMING INC COM 707569109 32,468 448,082 SH   SOLE   441,741 0 6,341
PERFICIENT INC COM 71375U101 3,120 26,965 SH   SOLE   26,965 0 0
PGT INNOVATIONS INC COM 69336V101 2,536 132,779 SH   SOLE   132,779 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 55,296 858,641 SH   SOLE   839,339 0 19,302
PROSPERITY BANCSHARES INC COM 743606105 3,018 42,436 SH   SOLE   42,436 0 0
QORVO INC COM 74736K101 8,801 52,638 SH   SOLE   52,390 0 248
RADA ELECTR INDS LTD COM PAR NEW M81863124 1,410 132,549 SH   SOLE   132,549 0 0
RAMBUS INC DEL COM 750917106 2,613 117,694 SH   SOLE   117,694 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 40,341 469,294 SH   SOLE   459,043 0 10,251
REINSURANCE GRP OF AMERICA I COM NEW 759351604 12,122 108,949 SH   SOLE   108,679 0 270
RENAISSANCERE HLDGS LTD COM G7496G103 2,747 19,707 SH   SOLE   19,707 0 0
SAP SE SPON ADR 803054204 82,116 608,089 SH   SOLE   601,145 0 6,944
SCHWAB CHARLES CORP COM 808513105 38,291 525,690 SH   SOLE   513,250 0 12,440
SEMPRA COM 816851109 45,976 363,443 SH   SOLE   354,343 0 9,100
SIGNATURE BK NEW YORK N Y COM 82669G104 10,720 39,370 SH   SOLE   39,235 0 135
SKYWORKS SOLUTIONS INC COM 83088M102 34,421 208,888 SH   SOLE   203,788 0 5,100
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 58,342 1,698,947 SH   SOLE   1,684,938 0 14,009
SONY GROUP CORPORATION SPONSORED ADR 835699307 79,780 721,473 SH   SOLE   712,696 0 8,777
SOUTHWEST AIRLS CO COM 844741108 33,939 659,913 SH   SOLE   644,434 0 15,479
STANLEY BLACK & DECKER INC COM 854502101 232 1,325 SH   SOLE   1,173 0 152
STERIS PLC SHS USD G8473T100 9,406 46,044 SH   SOLE   45,864 0 180
SYSCO CORP COM 871829107 38,612 491,868 SH   SOLE   480,800 0 11,068
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 58,389 522,968 SH   SOLE   517,779 0 5,189
TE CONNECTIVITY LTD REG SHS H84989104 33,725 245,773 SH   SOLE   239,613 0 6,160
TEXAS CAP BANCSHARES INC COM 88224Q107 2,890 48,157 SH   SOLE   48,157 0 0
TJX COS INC NEW COM 872540109 32,850 497,877 SH   SOLE   485,997 0 11,880
TORO CO COM 891092108 8,121 83,368 SH   SOLE   83,016 0 352
UBER TECHNOLOGIES INC COM 90353T100 52,098 1,162,906 SH   SOLE   1,145,209 0 17,697
ULTA BEAUTY INC COM 90384S303 11,767 32,604 SH   SOLE   32,480 0 124
UNION PAC CORP COM 907818108 43,357 221,200 SH   SOLE   217,084 0 4,116
UNITED BANKSHARES INC WEST V COM 909907107 2,997 82,369 SH   SOLE   82,369 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,130 95,382 SH   SOLE   95,382 0 0
UNITED PARCEL SERVICE INC CL B 911312106 46,404 254,826 SH   SOLE   249,098 0 5,728
US BANCORP DEL COM NEW 902973304 51,950 873,995 SH   SOLE   853,562 0 20,433
VICI PPTYS INC COM 925652109 9,713 341,881 SH   SOLE   340,551 0 1,330
VONTIER CORPORATION COM 928881101 9,387 279,369 SH   SOLE   278,596 0 773
WELLTOWER INC COM 95040Q104 34,081 413,607 SH   SOLE   403,569 0 10,038
WEX INC COM 96208T104 8,370 47,521 SH   SOLE   47,434 0 87
WNS HLDGS LTD SPON ADR 92932M101 3,126 38,219 SH   SOLE   38,219 0 0
YUM CHINA HLDGS INC COM 98850P109 62,103 1,068,707 SH   SOLE   1,058,553 0 10,154