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
Expires: July 31, 2015
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 793,211 5,636 SH SOLE 5,636 0 0
ACTIVISION BLIZZARD INC Common Stocks 00507V109 381,283 5,731 SH SOLE 5,731 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 52,442,700 801,631 SH SOLE 618,600 0 183,031
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 38,867,494 327,195 SH SOLE 295,668 0 31,527
ALLSTATE CORP Common Stocks 020002101 1,187,677 10,095 SH SOLE 10,095 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 492,169 2,606 SH SOLE 2,606 0 0
AVNET INC Common Stocks 053807103 25,215,897 611,591 SH SOLE 53,751 0 557,840
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 250,797,002 1,685,577 SH SOLE 1,147,600 0 537,977
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 4,109,683 70,759 SH SOLE 12,119 0 58,640
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,176,266 3,934 SH SOLE 3,934 0 0
BIOGEN INC Common Stocks 09062X103 510,070 2,126 SH SOLE 2,126 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,860,167 178,272 SH SOLE 75,941 0 102,331
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 964,558 6,648 SH SOLE 6,648 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 102,866,577 1,584,757 SH SOLE 1,305,835 0 278,922
CASEY'S GENERAL STORES INC Common Stocks 147528103 1,180,548 5,982 SH SOLE 5,982 0 0
CHEMOURS CO/THE Common Stocks 163851108 4,304,137 128,252 SH SOLE 24,221 0 104,031
CIGNA CORP Common Stocks 125523100 17,862,458 77,788 SH SOLE 3,588 0 74,200
CITIGROUP INC Common Stocks 172967424 937,313 15,521 SH SOLE 15,521 0 0
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 52,057,702 586,764 SH SOLE 307,488 0 279,276
COMCAST CORP-CLASS A Common Stocks 20030N101 630,132 12,520 SH SOLE 12,520 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,517,079 21,018 SH SOLE 21,018 0 0
CVS HEALTH CORP Common Stocks 126650100 10,169,925 98,584 SH SOLE 31,418 0 67,166
DISCOVERY INC - A Common Stocks 25470F104 815,826 34,657 SH SOLE 34,657 0 0
DOLLAR TREE INC Common Stocks 256746108 1,189,783 8,467 SH SOLE 8,467 0 0
ELI LILLY & CO Common Stocks 532457108 1,272,269 4,606 SH SOLE 4,606 0 0
ENTERGY CORP Common Stocks 29364G103 763,316 6,776 SH SOLE 6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,287,757 38,452 SH SOLE 38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301 8,824,632 93,412 SH SOLE 18,720 0 74,692
GILEAD SCIENCES INC Common Stocks 375558103 29,030,059 399,808 SH SOLE 50,737 0 349,071
HCA HEALTHCARE INC Common Stocks 40412C101 1,161,535 4,521 SH SOLE 4,521 0 0
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104 31,679,150 3,527,745 SH SOLE 1,949,760 0 1,577,985
HELMERICH & PAYNE Common Stocks 423452101 16,931,612 714,414 SH SOLE 171,487 0 542,927
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 582,697 29,444 SH SOLE 29,444 0 0
II-VI INC Common Stocks 902104108 31,493,160 460,898 SH SOLE 53,660 0 407,238
INTEL CORP Common Stocks 458140100 3,782,263 73,442 SH SOLE 17,272 0 56,170
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 735,855 19,649 SH SOLE 19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 735,021 4,879 SH SOLE 4,879 0 0
INVESCO LTD Common Stocks G491BT108 354,669 15,407 SH SOLE 15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 18,340,641 292,188 SH SOLE 0 0 292,188
ISHARES MSCI INDIA ETF ETF 46429B598 12,624,153 275,396 SH SOLE 0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 24,799,636 372,311 SH SOLE 0 0 372,311
LAS VEGAS SANDS CORP Common Stocks 517834107 22,985,619 610,670 SH SOLE 58,876 0 551,794
LEAR CORP Common Stocks 521865204 8,688,113 47,489 SH SOLE 9,192 0 38,297
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,133,595 40,865 SH SOLE 40,865 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,864,251 47,700 SH SOLE 0 0 47,700
MANPOWERGROUP INC Common Stocks 56418H100 1,117,446 11,481 SH SOLE 11,481 0 0
MCKESSON CORP Common Stocks 58155Q103 6,238,361 25,097 SH SOLE 8,684 0 16,413
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 175,503,220 17,240,002 SH SOLE 12,086,082 0 5,153,920
MICRON TECHNOLOGY INC Common Stocks 595112103 19,363,463 207,874 SH SOLE 17,374 0 190,500
NCR CORPORATION Common Stocks 62886E108 710,254 17,668 SH SOLE 17,668 0 0
NEWMONT CORP Common Stocks 651639106 1,236,431 19,936 SH SOLE 19,936 0 0
NOV INC Common Stocks 62955J103 4,294,293 316,922 SH SOLE 86,099 0 230,823
NUTRIEN LTD Common Stocks 67077M108 35,597,342 473,009 SH SOLE 405,097 0 67,912
NXP SEMICONDUCTORS NV Common Stocks N6596X109 1,025,466 4,502 SH SOLE 4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 195,889,393 17,840,564 SH SOLE 11,342,524 0 6,498,040
PFIZER INC Common Stocks 717081103 850,320 14,400 SH SOLE 14,400 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 2,475,576 42,470 SH SOLE 21,276 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,644,658 53,970 SH SOLE 19,774 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 74,007,370 437,060 SH SOLE 278,145 0 158,915
SABRE CORP Common Stocks 78573M104 4,701,247 547,293 SH SOLE 271,297 0 275,996
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306 627,678 23,535 SH SOLE 16,998 0 6,537
SPIRIT AIRLINES INC Common Stocks 848577102 928,996 42,517 SH SOLE 42,517 0 0
SUNCOR ENERGY INC Common Stocks 867224107 6,035,119 240,909 SH SOLE 0 0 240,909
TAPESTRY INC Common Stocks 876030107 581,230 14,316 SH SOLE 14,316 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 974,010 6,037 SH SOLE 6,037 0 0
TECHNIPFMC PLC Common Stocks G87110105 39,189,459 6,619,841 SH SOLE 6,106,897 0 512,944
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107 54,327,280 2,206,632 SH SOLE 945,889 0 1,260,743
UBS GROUP AG-REG Common Stocks H42097107 107,751,597 5,986,054 SH SOLE 4,911,004 0 1,075,050
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 30,101,314 971,637 SH SOLE 523,324 0 448,313
WELLS FARGO & CO Common Stocks 949746101 5,874,383 122,434 SH SOLE 20,767 0 101,667