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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES Common Stocks 002824100   667,077 5,636 SH   SOLE   5,636 0 0
ACTIVISION BLIZZARD INC Common Stocks 00507V109   459,110 5,731 SH   SOLE   5,731 0 0
AERCAP HOLDINGS NV Common Stocks N00985106   43,981,927 874,740 SH   SOLE   610,366 0 264,374
ALCOA CORP Common Stocks 013872106   387,489 4,304 SH   SOLE   4,304 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102   99,779,174 917,088 SH   SOLE   656,384 0 260,704
ALLSTATE CORP Common Stocks 020002101   1,398,258 10,095 SH   SOLE   10,095 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103   431,371 2,606 SH   SOLE   2,606 0 0
AVNET INC Common Stocks 053807103   30,829,201 759,527 SH   SOLE   66,074 0 693,453
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108   351,079,086 2,653,659 SH   SOLE   1,822,214 0 831,445
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303   170,655 36,779 SH   SOLE   36,779 0 0
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702   967,679 2,742 SH   SOLE   2,742 0 0
BIOGEN INC Common Stocks 09062X103   552,193 2,622 SH   SOLE   2,622 0 0
BURFORD CAPITAL LTD Common Stocks G17977110   1,625,339 178,272 SH   SOLE   75,941 0 102,331
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105   1,128,569 8,596 SH   SOLE   8,596 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107   89,746,674 1,746,384 SH   SOLE   1,315,862 0 430,522
CASEY'S GENERAL STORES INC Common Stocks 147528103   1,651,945 8,336 SH   SOLE   8,336 0 0
CHEMOURS CO/THE Common Stocks 163851108   4,037,373 128,252 SH   SOLE   24,221 0 104,031
CIGNA CORP Common Stocks 125523100   28,804,716 120,215 SH   SOLE   3,615 0 116,600
CITIGROUP INC Common Stocks 172967424   4,775,348 89,426 SH   SOLE   37,074 0 52,352
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102   2,431,671 27,118 SH   SOLE   27,118 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101   1,473,894 31,480 SH   SOLE   31,480 0 0
CONOCOPHILLIPS Common Stocks 20825C104   2,101,800 21,018 SH   SOLE   21,018 0 0
CVS HEALTH CORP Common Stocks 126650100   1,628,469 16,090 SH   SOLE   16,090 0 0
DISCOVERY INC - A Common Stocks 25470F104   1,039,064 41,696 SH   SOLE   41,696 0 0
ELI LILLY & CO Common Stocks 532457108   1,179,558 4,119 SH   SOLE   4,119 0 0
ENTERGY CORP Common Stocks 29364G103   791,098 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101   1,073,580 38,452 SH   SOLE   38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301   11,930,228 130,385 SH   SOLE   28,647 0 101,738
GILEAD SCIENCES INC Common Stocks 375558103   35,435,826 596,061 SH   SOLE   74,700 0 521,361
HCA HEALTHCARE INC Common Stocks 40412C101   1,133,053 4,521 SH   SOLE   4,521 0 0
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104   24,745,342 4,281,201 SH   SOLE   2,703,216 0 1,577,985
HELMERICH & PAYNE Common Stocks 423452101   28,956,199 676,863 SH   SOLE   77,681 0 599,182
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104   557,669 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108   46,397,007 640,047 SH   SOLE   61,841 0 578,206
INTEL CORP Common Stocks 458140100   3,639,786 73,442 SH   SOLE   17,272 0 56,170
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100   696,557 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101   822,257 6,261 SH   SOLE   6,261 0 0
INVESCO LTD Common Stocks G491BT108   355,285 15,407 SH   SOLE   15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671   15,453,823 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI INDIA ETF ETF 46429B598   12,274,400 275,396 SH   SOLE   0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772   22,878,511 372,311 SH   SOLE   0 0 372,311
LAS VEGAS SANDS CORP Common Stocks 517834107   35,673,331 917,760 SH   SOLE   64,166 0 853,594
LEAR CORP Common Stocks 521865204   6,907,915 48,446 SH   SOLE   9,192 0 39,254
LIBERTY GLOBAL PLC-A Common Stocks G5480U104   1,042,466 40,865 SH   SOLE   40,865 0 0
LYONDELLBASELL INDU-CL A Common Stocks N53745100   595,842 5,795 SH   SOLE   5,795 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401   3,062,967 47,700 SH   SOLE   0 0 47,700
MANPOWERGROUP INC Common Stocks 56418H100   1,169,961 12,457 SH   SOLE   12,457 0 0
MCKESSON CORP Common Stocks 58155Q103   776,040 2,535 SH   SOLE   2,535 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100   162,767,075 21,304,591 SH   SOLE   14,613,884 0 6,690,707
METLIFE INC Common Stocks 59156R108   867,958 12,350 SH   SOLE   8,845 0 3,505
MICRON TECHNOLOGY INC Common Stocks 595112103   31,913,324 409,723 SH   SOLE   31,164 0 378,559
MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105   800,947 12,758 SH   SOLE   12,758 0 0
NCR CORPORATION Common Stocks 62886E108   710,077 17,668 SH   SOLE   17,668 0 0
NEWMONT CORP Common Stocks 651639106   1,583,915 19,936 SH   SOLE   19,936 0 0
NOV INC Common Stocks 62955J103   5,665,094 288,888 SH   SOLE   58,065 0 230,823
NXP SEMICONDUCTORS NV Common Stocks N6596X109   833,230 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408   190,061,955 12,842,024 SH   SOLE   8,727,932 0 4,114,092
PFIZER INC Common Stocks 717081103   745,488 14,400 SH   SOLE   14,400 0 0
POSCO HOLDINGS INC -SPON ADR Equity Depositary Receipts 693483109   2,998,351 50,588 SH   SOLE   29,394 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101   781,960 7,893 SH   SOLE   7,893 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103   93,596,509 590,477 SH   SOLE   287,238 0 303,239
SABRE CORP Common Stocks 78573M104   9,084,964 794,835 SH   SOLE   356,492 0 438,343
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306   357,282 13,940 SH   SOLE   13,940 0 0
SUNCOR ENERGY INC Common Stocks 867224107   7,844,625 240,909 SH   SOLE   0 0 240,909
TAPESTRY INC Common Stocks 876030107   652,986 17,577 SH   SOLE   17,577 0 0
TE CONNECTIVITY LTD Common Stocks H84989104   790,726 6,037 SH   SOLE   6,037 0 0
TECHNIPFMC PLC Common Stocks G87110105   51,701,707 6,671,188 SH   SOLE   6,158,244 0 512,944
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107   114,527,394 4,953,607 SH   SOLE   2,980,544 0 1,973,063
UBS GROUP AG-REG Common Stocks H42097107   166,802,328 8,481,225 SH   SOLE   6,423,115 0 2,058,110
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101   47,391,065 1,933,540 SH   SOLE   1,039,347 0 894,193
WELLS FARGO & CO Common Stocks 949746101   6,281,628 129,625 SH   SOLE   27,958 0 101,667