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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO Common Stocks 88579Y101   2,319,933 17,927 SH   SOLE   6,527 0 11,400
ABBOTT LABORATORIES Common Stocks 002824100   612,351 5,636 SH   SOLE   5,636 0 0
AERCAP HOLDINGS NV Common Stocks N00985106   35,811,856 874,740 SH   SOLE   610,366 0 264,374
ALCOA CORP Common Stocks 013872106   8,454,224 185,481 SH   SOLE   50,177 0 135,304
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102   142,576,433 1,254,191 SH   SOLE   888,417 0 365,774
ALLSTATE CORP Common Stocks 020002101   1,279,339 10,095 SH   SOLE   10,095 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103   663,514 4,460 SH   SOLE   4,460 0 0
AVNET INC Common Stocks 053807103   32,236,970 751,795 SH   SOLE   58,342 0 693,453
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108   404,633,351 2,720,590 SH   SOLE   1,837,714 0 882,876
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303   131,887 40,456 SH   SOLE   40,456 0 0
BANK OF AMERICA CORP Common Stocks 060505104   792,165 25,447 SH   SOLE   25,447 0 0
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702   1,347,900 4,937 SH   SOLE   4,937 0 0
BIOGEN INC Common Stocks 09062X103   534,731 2,622 SH   SOLE   2,622 0 0
BURFORD CAPITAL LTD Common Stocks G17977110   3,090,118 315,192 SH   SOLE   130,033 0 185,159
CANADIAN NATURAL RESOURCES Common Stocks 136385101   1,150,600 21,412 SH   SOLE   21,412 0 0
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105   895,617 8,596 SH   SOLE   8,596 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107   71,389,470 1,740,782 SH   SOLE   1,310,260 0 430,522
CASEY'S GENERAL STORES INC Common Stocks 147528103   1,541,993 8,336 SH   SOLE   8,336 0 0
CHEMOURS CO/THE Common Stocks 163851108   848,786 26,508 SH   SOLE   5,530 0 20,978
CIGNA CORP Common Stocks 125523100   29,845,748 113,258 SH   SOLE   3,609 0 109,649
CITIGROUP INC Common Stocks 172967424   2,999,376 65,218 SH   SOLE   12,866 0 52,352
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102   1,987,581 29,450 SH   SOLE   29,450 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101   1,235,275 31,480 SH   SOLE   31,480 0 0
CONOCOPHILLIPS Common Stocks 20825C104   1,887,627 21,018 SH   SOLE   21,018 0 0
CVS HEALTH CORP Common Stocks 126650100   1,487,564 16,054 SH   SOLE   16,054 0 0
ELI LILLY & CO Common Stocks 532457108   1,335,503 4,119 SH   SOLE   4,119 0 0
ENTERGY CORP Common Stocks 29364G103   763,249 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101   896,316 38,452 SH   SOLE   38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301   8,301,613 130,385 SH   SOLE   28,647 0 101,738
GILEAD SCIENCES INC Common Stocks 375558103   36,842,530 596,061 SH   SOLE   74,700 0 521,361
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104   24,745,823 4,900,163 SH   SOLE   2,848,021 0 2,052,142
HIMAX TECHNOLOGIES INC-ADR Equity Depositary Receipts 43289P106   210,854 28,189 SH   SOLE   28,189 0 0
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104   522,337 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108   32,610,395 640,047 SH   SOLE   61,841 0 578,206
INTEL CORP Common Stocks 458140100   3,368,958 90,055 SH   SOLE   32,800 0 57,255
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100   540,937 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101   745,810 6,261 SH   SOLE   6,261 0 0
INVESCO LTD Common Stocks G491BT108   471,448 29,228 SH   SOLE   29,228 0 0
ISHARES MSCI CHINA ETF ETF 46429B671   23,737,500 425,327 SH   SOLE   0 0 425,327
ISHARES MSCI INDIA ETF ETF 46429B598   10,842,341 275,396 SH   SOLE   0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772   18,771,921 372,311 SH   SOLE   0 0 372,311
JANUS HENDERSON GROUP PLC Common Stocks G4474Y214   36,779,585 1,564,423 SH   SOLE   52,713 0 1,511,710
JPMORGAN CHASE & CO Common Stocks 46625H100   820,589 7,287 SH   SOLE   7,287 0 0
LAS VEGAS SANDS CORP Common Stocks 517834107   31,084,858 925,420 SH   SOLE   71,826 0 853,594
LEAR CORP Common Stocks 521865204   6,098,867 48,446 SH   SOLE   9,192 0 39,254
LIBERTY GLOBAL PLC-A Common Stocks G5480U104   1,260,348 59,874 SH   SOLE   59,874 0 0
LYONDELLBASELL INDU-CL A Common Stocks N53745100   506,831 5,795 SH   SOLE   5,795 0 0
MANPOWERGROUP INC Common Stocks 56418H100   951,839 12,457 SH   SOLE   12,457 0 0
MCKESSON CORP Common Stocks 58155Q103   826,942 2,535 SH   SOLE   2,535 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100   149,351,144 25,974,112 SH   SOLE   17,261,320 0 8,712,792
METLIFE INC Common Stocks 59156R108   775,457 12,350 SH   SOLE   8,845 0 3,505
MICRON TECHNOLOGY INC Common Stocks 595112103   22,841,033 413,188 SH   SOLE   34,629 0 378,559
MOHAWK INDUSTRIES INC Common Stocks 608190104   778,789 6,276 SH   SOLE   4,892 0 1,384
MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105   1,108,555 17,854 SH   SOLE   17,854 0 0
NCR CORPORATION Common Stocks 62886E108   367,907 11,826 SH   SOLE   11,826 0 0
NOV INC Common Stocks 62955J103   4,885,096 288,888 SH   SOLE   58,065 0 230,823
NXP SEMICONDUCTORS NV Common Stocks N6596X109   666,431 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408   157,196,670 13,458,619 SH   SOLE   9,289,543 0 4,169,076
PFIZER INC Common Stocks 717081103   754,992 14,400 SH   SOLE   14,400 0 0
POSCO HOLDINGS INC -SPON ADR Equity Depositary Receipts 693483109   2,252,178 50,588 SH   SOLE   29,394 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101   548,500 5,707 SH   SOLE   5,707 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103   96,549,875 617,445 SH   SOLE   287,240 0 330,205
SABRE CORP Common Stocks 78573M104   4,905,158 841,365 SH   SOLE   403,022 0 438,343
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306   311,141 13,940 SH   SOLE   13,940 0 0
SUNCOR ENERGY INC Common Stocks 867224107   8,451,116 240,883 SH   SOLE   0 0 240,883
TAPESTRY INC Common Stocks 876030107   366,148 11,997 SH   SOLE   11,997 0 0
TE CONNECTIVITY LTD Common Stocks H84989104   805,175 7,116 SH   SOLE   7,116 0 0
TECHNIPFMC PLC Common Stocks G87110105   45,000,192 6,686,507 SH   SOLE   6,173,563 0 512,944
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107   172,052,428 6,267,848 SH   SOLE   4,235,393 0 2,032,455
UBS GROUP AG-REG Common Stocks H42097107   63,893,191 3,964,367 SH   SOLE   2,018,050 0 1,946,317
VIPSHOP HOLDINGS LTD - ADR Equity Depositary Receipts 92763W103   428,504 43,327 SH   SOLE   43,327 0 0
WARNER BROS DISCOVERY INC Common Stocks 934423104   559,695 41,706 SH   SOLE   41,706 0 0
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101   82,847,404 3,581,816 SH   SOLE   2,511,129 0 1,070,687
WELLS FARGO & CO Common Stocks 949746101   5,077,411 129,625 SH   SOLE   27,958 0 101,667