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
ABBOTT LABORATORIES Common Stocks 002824100   965,095 8,465 SH   SOLE   8,465 0 0
AERCAP HOLDINGS NV Common Stocks N00985106   1,121,106 11,836 SH   SOLE   11,836 0 0
AGCO CORP Common Stocks 001084102   1,555,093 15,891 SH   SOLE   15,891 0 0
AIR LEASE CORP Common Stocks 00912X302   807,340 17,826 SH   SOLE   17,826 0 0
AIR TRANSPORT SERVICES GROUP Common Stocks 00922R105   293,314 18,117 SH   SOLE   18,117 0 0
ALASKA AIR GROUP INC Common Stocks 011659109   43,612,279 964,660 SH   SOLE   779,721 0 184,939
ALCOA CORP Common Stocks 013872106   89,266,635 2,313,806 SH   SOLE   961,270 0 1,352,536
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102   136,670,038 1,287,882 SH   SOLE   770,118 0 517,764
ALIGHT INC - CLASS A Common Stocks 01626W101   750,353 101,399 SH   SOLE   101,399 0 0
AMDOCS LTD Common Stocks G02602103   1,489,872 17,031 SH   SOLE   17,031 0 0
AMERESCO INC-CL A Common Stocks 02361E108   716,269 18,879 SH   SOLE   18,879 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103   2,063,300 14,109 SH   SOLE   14,109 0 0
AMERICAN WOODMARK CORP Common Stocks 030506109   687,044 7,352 SH   SOLE   7,352 0 0
AMERIS BANCORP Common Stocks 03076K108   470,171 7,536 SH   SOLE   7,536 0 0
APPLIED MATERIALS INC Common Stocks 038222105   556,446 2,754 SH   SOLE   2,754 0 0
ARROW ELECTRONICS INC Common Stocks 042735100   9,050,771 68,138 SH   SOLE   37,023 0 31,115
ARTISAN PARTNERS ASSET MA -A Common Stocks 04316A108   384,898 8,885 SH   SOLE   8,885 0 0
ASSOCIATED BANC-CORP Common Stocks 045487105   374,236 17,374 SH   SOLE   17,374 0 0
ASSURED GUARANTY LTD Common Stocks G0585R106   404,518 5,087 SH   SOLE   5,087 0 0
AVNET INC Common Stocks 053807103   7,989,979 147,118 SH   SOLE   72,449 0 74,669
AXCELIS TECHNOLOGIES INC Common Stocks 054540208   387,526 3,696 SH   SOLE   3,696 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108   1,152,399 10,945 SH   SOLE   10,945 0 0
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303   69,923,782 26,287,136 SH   SOLE   22,328,123 0 3,959,013
BANK OF AMERICA CORP Common Stocks 060505104   9,292,659 234,190 SH   SOLE   111,464 0 122,726
BAXTER INTERNATIONAL INC Common Stocks 071813109   13,288,285 349,968 SH   SOLE   172,329 0 177,639
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702   2,252,052 4,893 SH   SOLE   4,893 0 0
BERRY GLOBAL GROUP INC Common Stocks 08579W103   1,490,258 21,922 SH   SOLE   21,922 0 0
BIOGEN INC Common Stocks 09062X103   508,248 2,622 SH   SOLE   2,622 0 0
CAESARS ENTERTAINMENT INC Common Stocks 12769G100   1,667,346 39,946 SH   SOLE   39,946 0 0
CALIFORNIA RESOURCES CORP Common Stocks 13057Q305   1,969,776 37,541 SH   SOLE   37,541 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107   3,879,058 91,401 SH   SOLE   91,401 0 0
CARTER'S INC Common Stocks 146229109   1,009,139 15,530 SH   SOLE   15,530 0 0
CHEMOURS CO/THE Common Stocks 163851108   2,998,866 147,582 SH   SOLE   147,582 0 0
CISCO SYSTEMS INC Common Stocks 17275R102   1,489,415 27,986 SH   SOLE   27,986 0 0
CITIGROUP INC Common Stocks 172967424   46,266,032 739,074 SH   SOLE   53,844 0 685,230
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102   2,179,409 28,238 SH   SOLE   28,238 0 0
COLUMBIA BANKING SYSTEM INC Common Stocks 197236102   3,892,218 149,070 SH   SOLE   149,070 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101   10,879,331 260,458 SH   SOLE   123,834 0 136,624
CONOCOPHILLIPS Common Stocks 20825C104   1,344,004 12,766 SH   SOLE   12,766 0 0
CREDICORP LTD Common Stocks G2519Y108   142,554,231 787,723 SH   SOLE   490,487 0 297,236
CVS HEALTH CORP Common Stocks 126650100   1,970,533 31,338 SH   SOLE   31,338 0 0
DISCOVER FINANCIAL SERVICES Common Stocks 254709108   697,522 4,972 SH   SOLE   4,972 0 0
DOLLAR TREE INC Common Stocks 256746108   1,762,500 25,064 SH   SOLE   25,064 0 0
DOW INC Common Stocks 260557103   1,551,711 28,404 SH   SOLE   28,404 0 0
EDGEWELL PERSONAL CARE CO Common Stocks 28035Q102   223,091 6,139 SH   SOLE   6,139 0 0
ENTERGY CORP Common Stocks 29364G103   1,027,742 7,809 SH   SOLE   7,809 0 0
EOG RESOURCES INC Common Stocks 26875P101   1,330,717 10,825 SH   SOLE   10,825 0 0
FIRST AMERICAN FINANCIAL Common Stocks 31847R102   16,447,976 249,174 SH   SOLE   133,802 0 115,372
FRANKLIN RESOURCES INC Common Stocks 354613101   938,950 46,598 SH   SOLE   46,598 0 0
GENPACT LTD Common Stocks G3922B107   26,564,932 677,504 SH   SOLE   442,022 0 235,482
GERDAU SA -SPON ADR Equity Depositary Receipts 373737105   782,148 223,471 SH   SOLE   158,425 0 65,046
GILEAD SCIENCES INC Common Stocks 375558103   72,503,658 864,786 SH   SOLE   376,036 0 488,750
GLOBAL SHIP LEASE INC-CL A Common Stocks Y27183600   1,337,004 50,169 SH   SOLE   50,169 0 0
HDFC BANK LTD-ADR Equity Depositary Receipts 40415F101   87,897,989 1,405,019 SH   SOLE   907,944 0 497,075
HELIX ENERGY SOLUTIONS GROUP Common Stocks 42330P107   689,321 62,101 SH   SOLE   62,101 0 0
HELMERICH & PAYNE Common Stocks 423452101   57,348,240 1,885,215 SH   SOLE   839,044 0 1,046,171
HERC HOLDINGS INC Common Stocks 42704L104   1,498,642 9,400 SH   SOLE   9,400 0 0
HORACE MANN EDUCATORS Common Stocks 440327104   342,860 9,810 SH   SOLE   9,810 0 0
ICHOR HOLDINGS LTD Common Stocks G4740B105   1,551,215 48,765 SH   SOLE   48,765 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101   636,715 6,068 SH   SOLE   6,068 0 0
INVESCO LTD Common Stocks G491BT108   1,739,845 99,080 SH   SOLE   99,080 0 0
IPG PHOTONICS CORP Common Stocks 44980X109   1,786,653 24,040 SH   SOLE   24,040 0 0
JANUS HENDERSON GROUP PLC Common Stocks G4474Y214   1,222,352 32,108 SH   SOLE   32,108 0 0
JAZZ PHARMACEUTICALS PLC Common Stocks G50871105   1,358,645 12,195 SH   SOLE   12,195 0 0
JD.COM INC-ADR Equity Depositary Receipts 47215P106   1,150,000 28,750 SH   SOLE   28,750 0 0
JPMORGAN CHASE & CO Common Stocks 46625H100   1,465,477 6,950 SH   SOLE   6,950 0 0
JUNIPER NETWORKS INC Common Stocks 48203R104   583,219 14,962 SH   SOLE   14,962 0 0
KELLY SERVICES INC -A Common Stocks 488152208   1,623,092 75,810 SH   SOLE   75,810 0 0
KENNAMETAL INC Common Stocks 489170100   316,528 12,207 SH   SOLE   12,207 0 0
KORN FERRY Common Stocks 500643200   1,711,334 22,745 SH   SOLE   22,745 0 0
LAS VEGAS SANDS CORP Common Stocks 517834107   247,891,276 4,924,340 SH   SOLE   2,907,021 0 2,017,319
LA-Z-BOY INC Common Stocks 505336107   294,113 6,851 SH   SOLE   6,851 0 0
LCI INDUSTRIES Common Stocks 50189K103   3,258,196 27,030 SH   SOLE   27,030 0 0
LEAR CORP Common Stocks 521865204   51,724,111 473,881 SH   SOLE   190,723 0 283,158
LIBERTY GLOBAL LTD-A Common Stocks G61188101   12,395,919 587,206 SH   SOLE   341,901 0 245,305
LYONDELLBASELL INDU-CL A Common Stocks N53745100   892,637 9,308 SH   SOLE   9,308 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401   40,710,300 992,538 SH   SOLE   864,366 0 128,172
MANPOWERGROUP INC Common Stocks 56418H100   6,632,092 90,208 SH   SOLE   90,208 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100   227,439,232 29,196,307 SH   SOLE   18,450,539 0 10,745,768
MICRON TECHNOLOGY INC Common Stocks 595112103   2,323,623 22,405 SH   SOLE   22,405 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104   56,988,536 354,671 SH   SOLE   30,939 0 323,732
NAVIENT CORP Common Stocks 63938C108   763,473 48,972 SH   SOLE   48,972 0 0
NEWELL BRANDS INC Common Stocks 651229106   6,547,246 852,506 SH   SOLE   625,888 0 226,618
NUTRIEN LTD Common Stocks 67077M108   230,958,552 4,806,919 SH   SOLE   3,244,995 0 1,561,924
NXP SEMICONDUCTORS NV Common Stocks N6596X109   19,608,337 81,698 SH   SOLE   25,854 0 55,844
OLIN CORP Common Stocks 680665205   1,949,811 40,638 SH   SOLE   40,638 0 0
OPENLANE INC Common Stocks 48238T109   466,209 27,619 SH   SOLE   27,619 0 0
PATTERSON COS INC Common Stocks 703395103   367,174 16,812 SH   SOLE   16,812 0 0
PATTERSON-UTI ENERGY INC Common Stocks 703481101   14,999,531 1,960,723 SH   SOLE   1,238,152 0 722,571
PBF ENERGY INC-CLASS A Common Stocks 69318G106   1,174,088 37,935 SH   SOLE   37,935 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408   161,551,043 11,211,037 SH   SOLE   7,956,692 0 3,254,345
POLARIS INC Common Stocks 731068102   2,926,885 35,162 SH   SOLE   35,162 0 0
PVH CORP Common Stocks 693656100   364,904 3,619 SH   SOLE   3,619 0 0
QUALCOMM INC Common Stocks 747525103   1,077,777 6,338 SH   SOLE   6,338 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103   1,484,580 5,450 SH   SOLE   5,450 0 0
RESIDEO TECHNOLOGIES INC Common Stocks 76118Y104   2,393,438 118,840 SH   SOLE   118,840 0 0
REYNOLDS CONSUMER PRODUCTS I Common Stocks 76171L106   750,598 24,135 SH   SOLE   24,135 0 0
RTX CORP Common Stocks 75513E101   1,238,861 10,225 SH   SOLE   10,225 0 0
SHINHAN FINANCIAL GROUP-ADR Equity Depositary Receipts 824596100   686,394 16,200 SH   SOLE   0 0 16,200
SIGNET JEWELERS LTD Common Stocks G81276100   373,573 3,622 SH   SOLE   3,622 0 0
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306   331,354 13,940 SH   SOLE   13,940 0 0
SKYWORKS SOLUTIONS INC Common Stocks 83088M102   30,253,152 306,299 SH   SOLE   263,238 0 43,061
SLM CORP Common Stocks 78442P106   1,615,057 70,619 SH   SOLE   70,619 0 0
SMURFIT WESTROCK PLC Common Stocks G8267P108   92,072,248 1,842,428 SH   SOLE   1,638,610 0 203,818
STEELCASE INC-CL A Common Stocks 858155203   215,004 15,938 SH   SOLE   15,938 0 0
STEWART INFORMATION SERVICES Common Stocks 860372101   373,326 4,995 SH   SOLE   4,995 0 0
SUNCOR ENERGY INC Common Stocks 867224107   12,496,692 338,610 SH   SOLE   67,022 0 271,588
T ROWE PRICE GROUP INC Common Stocks 74144T108   1,234,286 11,331 SH   SOLE   11,331 0 0
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100   144,541,894 832,279 SH   SOLE   411,394 0 420,885
TAPESTRY INC Common Stocks 876030107   100,730,147 2,144,107 SH   SOLE   1,193,685 0 950,422
TE CONNECTIVITY PLC Common Stocks G87052109   1,838,907 12,179 SH   SOLE   12,179 0 0
TENARIS SA-ADR Equity Depositary Receipts 88031M109   1,561,461 49,118 SH   SOLE   49,118 0 0
THE CIGNA GROUP Common Stocks 125523100   935,042 2,699 SH   SOLE   2,699 0 0
THOR INDUSTRIES INC Common Stocks 885160101   1,584,834 14,422 SH   SOLE   14,422 0 0
TRIMAS CORP Common Stocks 896215209   350,016 13,710 SH   SOLE   13,710 0 0
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107   350,601,580 5,899,404 SH   SOLE   4,077,861 0 1,821,543
TYSON FOODS INC-CL A Common Stocks 902494103   7,257,743 121,856 SH   SOLE   52,830 0 69,026
UBS GROUP AG-REG Common Stocks H42097107   212,244,832 6,892,162 SH   SOLE   4,912,749 0 1,979,413
UGI CORP Common Stocks 902681105   2,883,655 115,254 SH   SOLE   115,254 0 0
ULTRA CLEAN HOLDINGS INC Common Stocks 90385V107   260,503 6,524 SH   SOLE   6,524 0 0
VERMILION ENERGY INC Common Stocks 923725105   612,831 62,798 SH   SOLE   62,798 0 0
VICTORIA'S SECRET & CO Common Stocks 926400102   2,725,562 106,053 SH   SOLE   106,053 0 0
VISHAY INTERTECHNOLOGY INC Common Stocks 928298108   381,642 20,182 SH   SOLE   20,182 0 0
WALKER & DUNLOP INC Common Stocks 93148P102   818,416 7,205 SH   SOLE   7,205 0 0
WALT DISNEY CO/THE Common Stocks 254687106   40,043,608 416,297 SH   SOLE   54,255 0 362,042
WARRIOR MET COAL INC Common Stocks 93627C101   376,435 5,891 SH   SOLE   5,891 0 0
WESCO INTERNATIONAL INC Common Stocks 95082P105   1,873,145 11,151 SH   SOLE   11,151 0 0
WYNN RESORTS LTD Common Stocks 983134107   2,174,079 22,675 SH   SOLE   22,675 0 0