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
ABBOTT LABORATORIES Common Stocks 002824100 761 6,990 SH   SOLE   6,990 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 60,714 2,410,252 SH   SOLE   1,961,009 0 449,243
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 798 2,716 SH   SOLE   2,716 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 983 6,785 SH   SOLE   6,785 0 0
AT&T INC Common Stocks 00206R102 558 19,572 SH   SOLE   19,572 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 164,309 1,297,964 SH   SOLE   935,977 0 361,987
BAKER HUGHES CO Common Stocks 05722G100 795 59,825 SH   SOLE   6,187 0 53,638
BANK OF AMERICA CORP Common Stocks 060505104 2,215 91,935 SH   SOLE   16,430 0 75,505
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 989 28,813 SH   SOLE   4,794 0 24,019
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,009 4,740 SH   SOLE   4,740 0 0
BIOGEN INC Common Stocks 09062X103 354 1,247 SH   SOLE   1,247 0 0
CANADIAN NATURAL RESOURCES Common Stocks 136385101 71,071 4,435,839 SH   SOLE   3,839,161 0 596,678
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,248 17,372 SH   SOLE   17,372 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 93,451 5,191,732 SH   SOLE   4,962,626 0 229,106
CHEMOURS CO/THE Common Stocks 163851108 1,268 60,618 SH   SOLE   9,774 0 50,844
CIGNA CORP Common Stocks 125523100 927 5,470 SH   SOLE   5,470 0 0
CITIGROUP INC Common Stocks 172967424 1,130 26,207 SH   SOLE   26,207 0 0
CNH INDUSTRIAL NV Common Stocks N20944109 44,514 5,712,192 SH   SOLE   5,104,848 0 607,344
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 89,925 1,295,380 SH   SOLE   415,622 0 879,758
COMCAST CORP-CLASS A Common Stocks 20030N101 595 12,862 SH   SOLE   12,862 0 0
CONOCOPHILLIPS Common Stocks 20825C104 994 30,281 SH   SOLE   30,281 0 0
CVS HEALTH CORP Common Stocks 126650100 3,810 65,246 SH   SOLE   30,600 0 34,646
DOLLAR TREE INC Common Stocks 256746108 1,275 13,957 SH   SOLE   13,957 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 218 3,131 SH   SOLE   3,131 0 0
DXC TECHNOLOGY CO Common Stocks 23355L106 739 41,412 SH   SOLE   13,492 0 27,920
ENTERGY CORP Common Stocks 29364G103 883 8,964 SH   SOLE   8,964 0 0
FLOWSERVE CORP Common Stocks 34354P105 352 12,901 SH   SOLE   12,901 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 3,116 153,097 SH   SOLE   73,822 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 1,569 24,834 SH   SOLE   12,083 0 12,751
HCA HEALTHCARE INC Common Stocks 40412C101 1,061 8,509 SH   SOLE   8,509 0 0
HELMERICH & PAYNE Common Stocks 423452101 3,715 253,593 SH   SOLE   150,256 0 103,337
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 676 68,773 SH   SOLE   68,773 0 0
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 1,034 62,028 SH   SOLE   62,028 0 0
INVESCO LTD Common Stocks G491BT108 1,096 96,052 SH   SOLE   96,052 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 5,554 164,019 SH   SOLE   0 0 164,019
ISHARES MSCI RUSSIA ETF ETF 46434G798 6,095 187,782 SH   SOLE   0 0 187,782
ISHARES MSCI TAIWAN ETF ETF 46434G772 9,529 212,238 SH   SOLE   0 0 212,238
JD.COM INC-ADR Equity Depositary Receipts 47215P106 693 8,932 SH   SOLE   8,932 0 0
JOYY INC Equity Depositary Receipts 46591M109 36,226 449,064 SH   SOLE   127,192 0 321,872
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 312 9,729 SH   SOLE   0 0 9,729
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 45,474 2,030,070 SH   SOLE   659,222 0 1,370,848
LEAR CORP Common Stocks 521865204 1,100 10,088 SH   SOLE   2,104 0 7,984
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,094 52,072 SH   SOLE   52,072 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,298 72,100 SH   SOLE   20,400 0 51,700
MANPOWERGROUP INC Common Stocks 56418H100 1,116 15,224 SH   SOLE   15,224 0 0
MCKESSON CORP Common Stocks 58155Q103 1,600 10,746 SH   SOLE   7,939 0 2,807
MICRON TECHNOLOGY INC Common Stocks 595112103 1,241 26,436 SH   SOLE   26,436 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 2,348 24,062 SH   SOLE   7,563 0 16,499
MOLINA HEALTHCARE INC Common Stocks 60855R100 752 4,106 SH   SOLE   4,106 0 0
MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 680 20,273 SH   SOLE   20,273 0 0
MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 39,683 2,883,964 SH   SOLE   1,362,117 0 1,521,847
MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105 977 16,998 SH   SOLE   16,998 0 0
MOSAIC CO/THE Common Stocks 61945C103 6,046 330,923 SH   SOLE   177,285 0 153,638
NATIONAL OILWELL VARCO INC Common Stocks 637071101 1,516 167,356 SH   SOLE   28,729 0 138,627
NUTRIEN LTD Common Stocks 67077M108 76,532 1,952,374 SH   SOLE   1,696,664 0 255,710
NXP SEMICONDUCTORS NV Common Stocks N6596X109 29,088 233,059 SH   SOLE   202,708 0 30,351
ON SEMICONDUCTOR CORP Common Stocks 682189105 3,803 175,336 SH   SOLE   78,941 0 96,395
PFIZER INC Common Stocks 717081103 715 19,495 SH   SOLE   19,495 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 1,050 25,074 SH   SOLE   6,918 0 18,156
PROCTER & GAMBLE CO/THE Common Stocks 742718109 386 2,780 SH   SOLE   2,780 0 0
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 1,859 32,300 SH   SOLE   5,660 0 26,640
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 48,015 282,875 SH   SOLE   270,450 0 12,425
SABRE CORP Common Stocks 78573M104 1,937 297,560 SH   SOLE   168,022 0 129,538
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 58,886 1,558,665 SH   SOLE   783,721 0 774,944
SLM CORP Common Stocks 78442P106 757 93,625 SH   SOLE   2,382 0 91,243
STATE STREET CORP Common Stocks 857477103 660 11,128 SH   SOLE   11,128 0 0
SUNCOR ENERGY INC Common Stocks 867224107 1,216 99,570 SH   SOLE   3,091 0 96,479
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 979 12,070 SH   SOLE   12,070 0 0
TAPESTRY INC Common Stocks 876030107 3,011 192,617 SH   SOLE   102,940 0 89,677
TE CONNECTIVITY LTD Common Stocks H84989104 860 8,800 SH   SOLE   8,800 0 0
TECHNIPFMC PLC Common Stocks G87110105 30,337 4,807,807 SH   SOLE   4,566,189 0 241,618
TRIPADVISOR INC Common Stocks 896945201 507 25,858 SH   SOLE   25,858 0 0
UBS GROUP AG-REG Common Stocks H42097107 22,672 2,026,604 SH   SOLE   1,686,562 0 340,042
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 85,861 2,356,888 SH   SOLE   1,340,094 0 1,016,794
WELLS FARGO & CO Common Stocks 949746101 1,256 53,415 SH   SOLE   10,251 0 43,164