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 1,864 10,625 SH   SOLE   2,976 0 7,649
ABBOTT LABORATORIES Common Stocks 002824100 734 6,214 SH   SOLE   6,214 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 145,696 2,520,255 SH   SOLE   2,050,461 0 469,794
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 1,274 8,606 SH   SOLE   8,606 0 0
ALLSTATE CORP Common Stocks 020002101 1,086 8,527 SH   SOLE   8,527 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 441 2,606 SH   SOLE   2,606 0 0
AVNET INC Common Stocks 053807103 398 10,776 SH   SOLE   10,776 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 247,126 1,607,324 SH   SOLE   1,116,626 0 490,698
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 2,229 42,995 SH   SOLE   12,119 0 30,876
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,074 3,934 SH   SOLE   3,934 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,946 178,272 SH   SOLE   75,941 0 102,331
CANADIAN NATURAL RESOURCES Common Stocks 136385101 121,169 3,317,168 SH   SOLE   2,833,529 0 483,639
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,077 6,648 SH   SOLE   6,648 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 64,758 1,337,690 SH   SOLE   1,307,368 0 30,322
CARNIVAL CORP Common Stocks 143658300 811 32,420 SH   SOLE   32,420 0 0
CHEMOURS CO/THE Common Stocks 163851108 1,971 67,826 SH   SOLE   19,846 0 47,980
CIGNA CORP Common Stocks 125523100 718 3,588 SH   SOLE   3,588 0 0
CITIGROUP INC Common Stocks 172967424 1,089 15,521 SH   SOLE   15,521 0 0
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 43,183 581,898 SH   SOLE   302,622 0 279,276
COMCAST CORP-CLASS A Common Stocks 20030N101 700 12,520 SH   SOLE   12,520 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,254 18,500 SH   SOLE   18,500 0 0
CVS HEALTH CORP Common Stocks 126650100 6,808 80,221 SH   SOLE   35,965 0 44,256
DISCOVERY INC - A Common Stocks 25470F104 880 34,657 SH   SOLE   34,657 0 0
DOLLAR TREE INC Common Stocks 256746108 1,076 11,242 SH   SOLE   11,242 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 204 3,131 SH   SOLE   3,131 0 0
ELI LILLY & CO Common Stocks 532457108 1,069 4,625 SH   SOLE   4,625 0 0
ENTERGY CORP Common Stocks 29364G103 673 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,143 38,452 SH   SOLE   38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301 4,402 42,725 SH   SOLE   11,989 0 30,736
GILEAD SCIENCES INC Common Stocks 375558103 7,425 106,303 SH   SOLE   44,818 0 61,485
HCA HEALTHCARE INC Common Stocks 40412C101 1,097 4,521 SH   SOLE   4,521 0 0
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104 34,753 3,284,816 SH   SOLE   1,706,831 0 1,577,985
HELMERICH & PAYNE Common Stocks 423452101 8,203 299,254 SH   SOLE   143,683 0 155,571
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 556 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108 4,901 82,559 SH   SOLE   36,493 0 46,066
INTEL CORP Common Stocks 458140100 4,016 75,379 SH   SOLE   19,209 0 56,170
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 721 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 652 4,879 SH   SOLE   4,879 0 0
INVESCO LTD Common Stocks G491BT108 371 15,407 SH   SOLE   15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 19,731 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI EMERGING MARKET ETF 464287234 1,014 20,126 SH   SOLE   20,126 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 13,409 275,396 SH   SOLE   0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 23,087 372,311 SH   SOLE   0 0 372,311
LAS VEGAS SANDS CORP Common Stocks 517834107 3,165 86,462 SH   SOLE   25,959 0 60,503
LEAR CORP Common Stocks 521865204 3,721 23,781 SH   SOLE   7,247 0 16,534
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,218 40,865 SH   SOLE   40,865 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,586 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,121 10,350 SH   SOLE   10,350 0 0
MCKESSON CORP Common Stocks 58155Q103 5,048 25,317 SH   SOLE   8,904 0 16,413
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 172,712 16,866,364 SH   SOLE   12,356,524 0 4,509,840
MICRON TECHNOLOGY INC Common Stocks 595112103 1,155 16,268 SH   SOLE   16,268 0 0
MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 873 18,828 SH   SOLE   18,828 0 0
NEWMONT CORP Common Stocks 651639106 993 18,295 SH   SOLE   18,295 0 0
NOV INC Common Stocks 62955J103 2,659 202,844 SH   SOLE   58,065 0 144,779
NUTRIEN LTD Common Stocks 67077M108 56,902 877,506 SH   SOLE   764,624 0 112,882
NXP SEMICONDUCTORS NV Common Stocks N6596X109 882 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 124,286 12,019,961 SH   SOLE   5,767,594 0 6,252,367
PFIZER INC Common Stocks 717081103 705 16,399 SH   SOLE   16,399 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 2,960 42,911 SH   SOLE   21,717 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,760 55,369 SH   SOLE   21,173 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 40,444 290,132 SH   SOLE   275,088 0 15,044
SABRE CORP Common Stocks 78573M104 4,212 355,784 SH   SOLE   245,546 0 110,238
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P108 1,185 39,362 SH   SOLE   28,599 0 10,763
SPIRIT AIRLINES INC Common Stocks 848577102 1,103 42,517 SH   SOLE   42,517 0 0
SUNCOR ENERGY INC Common Stocks 867224107 5,010 241,892 SH   SOLE   983 0 240,909
TAPESTRY INC Common Stocks 876030107 530 14,316 SH   SOLE   14,316 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 835 6,087 SH   SOLE   6,087 0 0
TECHNIPFMC PLC Common Stocks G87110105 48,635 6,458,885 SH   SOLE   6,078,986 0 379,899
UBS GROUP AG-REG Common Stocks H42097107 96,444 5,989,159 SH   SOLE   5,136,915 0 852,244
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 68,083 1,433,621 SH   SOLE   948,960 0 484,661
WELLS FARGO & CO Common Stocks 949746101 3,794 81,760 SH   SOLE   36,056 0 45,704