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
ADECOAGRO S A COM L00849106 497 69,614 SH   SOLE   69,614 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,278 27,756 SH   SOLE   27,588 0 168
ADVANCED ENERGY INDS COM 007973100 2,895 51,456 SH   SOLE   51,294 0 162
AERCAP HOLDINGS NV SHS N00985106 246,599 4,741,373 SH   SOLE   4,717,596 0 23,777
AIR LEASE CORP CL A 00912X302 5,729 138,589 SH   SOLE   137,846 0 743
AIRCASTLE LTD COM G0129K104 2,840 133,566 SH   SOLE   133,140 0 426
ALAMO GROUP INC COM 011311107 2,583 25,850 SH   SOLE   25,766 0 84
ALASKA AIR GROUP INC COM 011659109 4,283 67,013 SH   SOLE   66,664 0 349
ALPHABET INC CAP STK CL A 02079K305 50,528 46,664 SH   SOLE   45,664 0 1,000
AMERICAN EXPRESS CO COM 025816109 53,392 432,531 SH   SOLE   422,505 0 10,026
AMERICAN HOMES 4 RENT CL A 02665T306 2,486 102,250 SH   SOLE   101,920 0 330
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,431 280,051 SH   SOLE   280,051 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 45,746 858,601 SH   SOLE   836,250 0 22,351
AMERICAN WTR WKS CO INC NEW COM 030420103 35,186 303,324 SH   SOLE   295,615 0 7,709
APPLIED MATLS INC COM 038222105 46,819 1,042,497 SH   SOLE   1,017,267 0 25,230
AQUA AMERICA INC COM 03836W103 5,305 128,230 SH   SOLE   127,495 0 735
ARCH CAP GROUP LTD ORD G0450A105 5,729 154,516 SH   SOLE   153,657 0 859
ASML HOLDING N V N Y REGISTRY SHS N07059210 124,500 598,760 SH   SOLE   594,961 0 3,799
ATMOS ENERGY CORP COM 049560105 4,726 44,774 SH   SOLE   44,513 0 261
AXA EQUITABLE HLDGS INC COM 054561105 7,949 380,335 SH   SOLE   378,974 0 1,361
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 7,358 123,346 SH   SOLE   122,718 0 628
BAIDU INC SPON ADR REP A 056752108 120,323 1,025,251 SH   SOLE   1,020,030 0 5,221
BANCO SANTANDER SA ADR 05964H105 75 16,402 SH   SOLE   16,397 0 5
BANKUNITED INC COM 06652K103 4,725 140,029 SH   SOLE   139,228 0 801
BEST INC SPONSORED ADS 08653C106 351 63,690 SH   SOLE   63,690 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 126,299 2,471,131 SH   SOLE   2,454,527 0 16,604
BIOGEN INC COM 09062X103 28,646 122,488 SH   SOLE   119,332 0 3,156
BOOKING HLDGS INC COM 09857L108 26,372 14,067 SH   SOLE   14,066 0 1
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,015 60,645 SH   SOLE   60,237 0 408
BORGWARNER INC COM 099724106 4,784 113,961 SH   SOLE   113,315 0 646
BRUKER CORP COM 116794108 8,156 163,289 SH   SOLE   162,448 0 841
CABOT OIL & GAS CORP COM 127097103 4,520 196,882 SH   SOLE   195,733 0 1,149
CAMBREX CORP COM 132011107 2,656 56,750 SH   SOLE   56,530 0 220
CAMPING WORLD HLDGS INC CL A 13462K109 2,632 211,933 SH   SOLE   211,449 0 484
CARTERS INC COM 146229109 2,549 26,135 SH   SOLE   26,045 0 90
CDK GLOBAL INC COM 12508E101 7,061 142,816 SH   SOLE   142,296 0 520
CHEVRON CORP NEW COM 166764100 47,875 384,727 SH   SOLE   376,275 0 8,452
CITIGROUP INC COM NEW 172967424 44,772 639,321 SH   SOLE   623,627 0 15,694
CITIZENS FINL GROUP INC COM 174610105 45,256 1,279,861 SH   SOLE   1,251,001 0 28,860
COMMVAULT SYSTEMS INC COM 204166102 2,538 51,157 SH   SOLE   51,157 0 0
CONDUENT INC COM 206787103 2,262 235,848 SH   SOLE   234,960 0 888
CONOCOPHILLIPS COM 20825C104 43,418 711,776 SH   SOLE   695,280 0 16,496
CORTEVA INC COM 22052L104 28,874 976,457 SH   SOLE   954,679 0 21,778
CORVEL CORP COM 221006109 1,317 15,140 SH   SOLE   15,090 0 50
CUMMINS INC COM 231021106 30,776 179,618 SH   SOLE   175,201 0 4,417
DELEK US HLDGS INC NEW COM 24665A103 2,882 71,114 SH   SOLE   70,881 0 233
DELTA AIR LINES INC DEL COM NEW 247361702 32,490 572,511 SH   SOLE   559,383 0 13,128
DOW INC COM 260557103 27,391 555,487 SH   SOLE   544,552 0 10,935
EAST WEST BANCORP INC COM 27579R104 4,087 87,380 SH   SOLE   86,806 0 574
EBAY INC COM 278642103 386 9,783 SH   SOLE   9,155 0 628
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,515 52,068 SH   SOLE   52,068 0 0
ENERSYS COM 29275Y102 2,717 39,660 SH   SOLE   39,591 0 69
EURONET WORLDWIDE INC COM 298736109 5,348 31,788 SH   SOLE   31,588 0 200
EXPEDITORS INTL WASH INC COM 302130109 4,477 59,022 SH   SOLE   58,643 0 379
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,606 139,118 SH   SOLE   138,388 0 730
FIRST AMERN FINL CORP COM 31847R102 2,589 48,211 SH   SOLE   48,051 0 160
FIRST MIDWEST BANCORP DEL COM 320867104 2,425 118,466 SH   SOLE   118,080 0 386
FORWARD AIR CORP COM 349853101 2,443 41,301 SH   SOLE   41,176 0 125
HAIN CELESTIAL GROUP INC COM 405217100 2,664 121,624 SH   SOLE   121,243 0 381
HILLTOP HOLDINGS INC COM 432748101 2,680 126,013 SH   SOLE   125,589 0 424
HMS HLDGS CORP COM 40425J101 2,745 84,743 SH   SOLE   84,463 0 280
HOME DEPOT INC COM 437076102 43,900 211,087 SH   SOLE   206,052 0 5,035
HP INC COM 40434L105 49,169 2,365,030 SH   SOLE   2,313,140 0 51,890
HSBC HLDGS PLC SPON ADR NEW 404280406 167,729 4,018,429 SH   SOLE   4,000,111 0 18,318
HUB GROUP INC CL A 443320106 2,731 65,044 SH   SOLE   64,840 0 204
HUBBELL INC COM 443510607 5,389 41,324 SH   SOLE   41,086 0 238
ICON PLC SHS G4705A100 693 4,498 SH   SOLE   4,498 0 0
IDACORP INC COM 451107106 2,604 25,933 SH   SOLE   25,846 0 87
INCYTE CORP COM 45337C102 6,726 79,165 SH   SOLE   78,706 0 459
INGERSOLL-RAND PLC SHS G47791101 28,737 226,864 SH   SOLE   221,029 0 5,835
INTERFACE INC COM 458665304 2,569 167,585 SH   SOLE   167,076 0 509
INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 1,176 45,000 SH   SOLE   45,000 0 0
INVITATION HOMES INC COM 46187W107 37,018 1,384,889 SH   SOLE   1,353,539 0 31,350
IPG PHOTONICS CORP COM 44980X109 5,223 33,860 SH   SOLE   33,662 0 198
ISHARES TR 1 3 YR TREAS BD 464287457 4,256 50,195 SH   SOLE   50,195 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,836 15,931 SH   SOLE   15,931 0 0
ISHARES TR CORE S&P MCP ETF 464287507 622 3,204 SH   SOLE   3,143 0 61
ISHARES TR CORE US AGGBD ET 464287226 879 7,898 SH   SOLE   7,898 0 0
ISHARES TR EAFE GRWTH ETF 464288885 902 11,169 SH   SOLE   11,169 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,368 27,082 SH   SOLE   27,082 0 0
ISHARES TR MSCI ACWI ETF 464288257 860 11,669 SH   SOLE   11,669 0 0
ISHARES TR MSCI EAFE ETF 464287465 52,441 797,821 SH   SOLE   789,713 0 8,108
ISHARES TR RUS 1000 GRW ETF 464287614 221 1,404 SH   SOLE   1,404 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 15,435 121,326 SH   SOLE   115,730 0 5,596
ISHARES TR S&P SML 600 GWT 464287887 201 1,101 SH   SOLE   1,101 0 0
ISHARES TR U.S. REAL ES ETF 464287739 447 5,116 SH   SOLE   5,116 0 0
JOHNSON & JOHNSON COM 478160104 42,938 308,284 SH   SOLE   300,932 0 7,352
JPMORGAN CHASE & CO COM 46625H100 374 3,344 SH   SOLE   3,344 0 0
KKR & CO INC CL A 48251W104 43,353 1,715,583 SH   SOLE   1,672,912 0 42,671
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,465 135,953 SH   SOLE   135,128 0 825
LAZARD LTD SHS A G54050102 347 10,079 SH   SOLE   10,079 0 0
LEIDOS HLDGS INC COM 525327102 4,835 60,555 SH   SOLE   60,179 0 376
LINCOLN ELEC HLDGS INC COM 533900106 4,303 52,274 SH   SOLE   51,999 0 275
LIVANOVA PLC SHS G5509L101 434 6,036 SH   SOLE   6,036 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 112,571 39,637,747 SH   SOLE   39,379,703 0 258,044
MANPOWERGROUP INC COM 56418H100 2,668 27,623 SH   SOLE   27,536 0 87
MARCUS & MILLICHAP INC COM 566324109 2,571 83,340 SH   SOLE   83,070 0 270
MASCO CORP COM 574599106 3,740 95,309 SH   SOLE   94,763 0 546
MAXIMUS INC COM 577933104 5,107 70,399 SH   SOLE   69,969 0 430
MEDTRONIC PLC SHS G5960L103 44,794 459,946 SH   SOLE   448,662 0 11,284
MOLSON COORS BREWING CO CL B 60871R209 25,374 453,109 SH   SOLE   444,170 0 8,939
MUELLER WTR PRODS INC COM SER A 624758108 2,500 254,575 SH   SOLE   254,368 0 207
NEVRO CORP COM 64157F103 1,248 19,254 SH   SOLE   19,190 0 64
NUTRIEN LTD COM 67077M108 166,998 3,123,797 SH   SOLE   3,110,159 0 13,638
NXP SEMICONDUCTORS N V COM N6596X109 180,747 1,851,730 SH   SOLE   1,843,740 0 7,990
ON SEMICONDUCTOR CORP COM 682189105 8,385 414,904 SH   SOLE   413,500 0 1,404
ORANGE SPONSORED ADR 684060106 109,915 6,992,054 SH   SOLE   6,943,585 0 48,469
ORION ENGINEERED CARBONS S A COM L72967109 2,782 129,927 SH   SOLE   129,514 0 413
PACWEST BANCORP DEL COM 695263103 4,262 109,758 SH   SOLE   109,089 0 669
PARSONS CORPORATION COM 70202L102 2,757 74,803 SH   SOLE   74,563 0 240
PENSKE AUTOMOTIVE GRP INC COM 70959W103 8,042 170,020 SH   SOLE   169,225 0 795
PGT INNOVATIONS INC COM 69336V101 2,732 163,410 SH   SOLE   162,892 0 518
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 2,773 87,282 SH   SOLE   87,228 0 54
PHILIP MORRIS INTL INC COM 718172109 425 5,409 SH   SOLE   5,409 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817 537 5,000 SH   SOLE   5,000 0 0
PNM RES INC COM 69349H107 2,629 51,639 SH   SOLE   51,456 0 183
PRINCIPAL FINL GROUP INC COM 74251V102 44,012 759,874 SH   SOLE   741,244 0 18,630
PVH CORP COM 693656100 3,643 38,490 SH   SOLE   38,260 0 230
QIAGEN NV SHS NEW N72482123 5,291 130,479 SH   SOLE   129,682 0 797
QUALCOMM INC COM 747525103 49,371 649,016 SH   SOLE   634,147 0 14,869
RAMBUS INC DEL COM 750917106 2,785 231,342 SH   SOLE   230,518 0 824
RAYTHEON CO COM NEW 755111507 42,150 242,411 SH   SOLE   236,677 0 5,734
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,648 14,877 SH   SOLE   14,830 0 47
RITCHIE BROS AUCTIONEERS COM 767744105 2,638 79,405 SH   SOLE   79,161 0 244
ROCKWELL AUTOMATION INC COM 773903109 44,717 272,948 SH   SOLE   266,484 0 6,464
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 256,534 3,942,437 SH   SOLE   3,924,736 0 17,701
SABRE CORP COM 78573M104 7,434 334,863 SH   SOLE   333,659 0 1,204
SAP SE SPON ADR 803054204 187,002 1,366,977 SH   SOLE   1,357,973 0 9,004
SCIENCE APPLICATNS INTL CP N COM 808625107 2,589 29,912 SH   SOLE   29,816 0 96
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 217,338 4,991,697 SH   SOLE   4,972,362 0 19,335
SMUCKER J M CO COM NEW 832696405 6,369 55,289 SH   SOLE   54,974 0 315
STANLEY BLACK & DECKER INC COM 854502101 29,554 204,373 SH   SOLE   199,384 0 4,989
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 110,274 15,619,597 SH   SOLE   15,513,084 0 106,513
TCF FINL CORP COM 872275102 2,501 120,312 SH   SOLE   119,942 0 370
THE CHARLES SCHWAB CORPORATI COM 808513105 36,541 909,205 SH   SOLE   890,172 0 19,033
TORO CO COM 891092108 4,566 68,255 SH   SOLE   67,878 0 377
TOTAL S A SPONSORED ADS 89151E109 1,823 32,670 SH   SOLE   32,670 0 0
TREEHOUSE FOODS INC COM 89469A104 4,562 84,331 SH   SOLE   83,874 0 457
TWITTER INC COM 90184L102 29,046 832,272 SH   SOLE   813,878 0 18,394
TYSON FOODS INC CL A 902494103 33,189 411,055 SH   SOLE   400,751 0 10,304
UMPQUA HLDGS CORP COM 904214103 2,488 149,982 SH   SOLE   149,778 0 204
UNITED BANKSHARES INC WEST V COM 909907107 2,551 68,778 SH   SOLE   68,556 0 222
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,683 93,949 SH   SOLE   93,633 0 316
UNITED PARCEL SERVICE INC CL B 911312106 27,893 270,094 SH   SOLE   263,866 0 6,228
VALVOLINE INC COM 92047W101 2,683 137,396 SH   SOLE   136,946 0 450
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 295 7,080 SH   SOLE   7,080 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 44,810 784,344 SH   SOLE   766,396 0 17,948
VIASAT INC COM 92552V100 2,404 29,749 SH   SOLE   29,655 0 94
VISHAY INTERTECHNOLOGY INC COM 928298108 2,631 159,276 SH   SOLE   159,276 0 0
WELLS FARGO CO NEW COM 949746101 40,078 846,956 SH   SOLE   828,591 0 18,365
WESTLAKE CHEM CORP COM 960413102 7,666 110,364 SH   SOLE   109,975 0 389
YELP INC CL A 985817105 4,970 145,393 SH   SOLE   145,345 0 48
ZAI LAB LTD ADR 98887Q104 492 14,104 SH   SOLE   14,104 0 0
ZIONS BANCORPORATION N A COM 989701107 4,311 93,755 SH   SOLE   93,180 0 575