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 1,151,325 8,465 SH SOLE 162 0 8,303
AERCAP HOLDINGS NV Common Stocks N00985106 1,172,340 10,020 SH SOLE 341 0 9,679
AIR LEASE CORP Common Stocks 00912X302 1,042,643 17,826 SH SOLE 17,826 0 0
ALASKA AIR GROUP INC Common Stocks 011659109 54,387,921 1,099,190 SH SOLE 532,156 0 567,034
ALCOA CORP Common Stocks 013872106 89,083,962 3,018,772 SH SOLE 1,138,660 0 1,880,112
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 51,357,832 452,851 SH SOLE 314,069 0 138,782
AMDOCS LTD Common Stocks G02602103 907,747 9,949 SH SOLE 609 0 9,340
AMERICAN WATER WORKS CO INC Common Stocks 030420103 1,821,089 13,091 SH SOLE 250 0 12,841
AMERICAN WOODMARK CORP Common Stocks 030506109 392,376 7,352 SH SOLE 7,352 0 0
AMERIS BANCORP Common Stocks 03076K108 487,579 7,536 SH SOLE 7,536 0 0
APPLIED MATERIALS INC Common Stocks 038222105 1,523,325 8,321 SH SOLE 159 0 8,162
ARROW ELECTRONICS INC Common Stocks 042735100 72,844,722 571,645 SH SOLE 353,226 0 218,419
ARTISAN PARTNERS ASSET MA -A Common Stocks 04316A108 393,872 8,885 SH SOLE 8,885 0 0
ASSOCIATED BANC-CORP Common Stocks 045487105 423,752 17,374 SH SOLE 17,374 0 0
ASSURED GUARANTY LTD Common Stocks G0585R106 596,809 6,852 SH SOLE 6,852 0 0
ATKORE INC Common Stocks 047649108 611,316 8,665 SH SOLE 8,665 0 0
AVNET INC Common Stocks 053807103 464,822 8,757 SH SOLE 8,757 0 0
AXCELIS TECHNOLOGIES INC Common Stocks 054540208 1,291,634 18,534 SH SOLE 18,534 0 0
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303 391,858,480 126,815,042 SH SOLE 90,030,218 0 36,784,824
BANK OF AMERICA CORP Common Stocks 060505104 17,663,988 373,288 SH SOLE 85,918 0 287,370
BAXTER INTERNATIONAL INC Common Stocks 071813109 24,176,793 798,441 SH SOLE 175,551 0 622,890
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,928,507 3,970 SH SOLE 76 0 3,894
BIOGEN INC Common Stocks 09062X103 519,063 4,133 SH SOLE 79 0 4,054
CAESARS ENTERTAINMENT INC Common Stocks 12769G100 1,605,824 56,563 SH SOLE 56,563 0 0
CALIFORNIA RESOURCES CORP Common Stocks 13057Q305 1,714,497 37,541 SH SOLE 37,541 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 3,810,350 215,274 SH SOLE 215,274 0 0
CARTERS INC Common Stocks 146229109 467,919 15,530 SH SOLE 15,530 0 0
CHEMOURS CO/THE Common Stocks 163851108 879,600 76,821 SH SOLE 76,821 0 0
CHORD ENERGY CORP Common Stocks 674215207 1,152,515 11,900 SH SOLE 11,900 0 0
CISCO SYSTEMS INC Common Stocks 17275R102 1,439,219 20,744 SH SOLE 396 0 20,348
CITIGROUP INC Common Stocks 172967424 42,835,619 503,238 SH SOLE 25,855 0 477,383
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 10,096,926 129,398 SH SOLE 116,226 0 13,172
COLUMBIA BANKING SYSTEM INC Common Stocks 197236102 2,105,299 90,047 SH SOLE 90,047 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101 1,403,081 39,313 SH SOLE 3,117 0 36,196
CONCENTRIX CORP Common Stocks 20602D101 359,308 6,798 SH SOLE 6,798 0 0
CONOCOPHILLIPS Common Stocks 20825C104 1,282,115 14,287 SH SOLE 272 0 14,015
CREDICORP LTD Common Stocks G2519Y108 154,119,052 689,509 SH SOLE 474,560 0 214,949
CVS HEALTH CORP Common Stocks 126650100 19,889,279 288,334 SH SOLE 248 0 288,086
DOLLAR GENERAL CORP Common Stocks 256677105 1,326,808 11,600 SH SOLE 646 0 10,954
DOUGLAS DYNAMICS INC Common Stocks 25960R105 482,895 16,386 SH SOLE 16,386 0 0
DOW INC Common Stocks 260557103 1,337,690 50,517 SH SOLE 2,410 0 48,107
ENTERGY CORP Common Stocks 29364G103 898,860 10,814 SH SOLE 206 0 10,608
EOG RESOURCES INC Common Stocks 26875P101 1,382,452 11,558 SH SOLE 220 0 11,338
EPAM SYSTEMS INC Common Stocks 29414B104 84,455,951 477,638 SH SOLE 342,059 0 135,579
FIRST AMERICAN FINANCIAL Common Stocks 31847R102 2,097,758 34,171 SH SOLE 34,171 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,111,362 46,598 SH SOLE 896 0 45,702
GERDAU SA -SPON ADR Equity Depositary Receipts 373737105 661,225 226,447 SH SOLE 161,401 0 65,046
GILEAD SCIENCES INC Common Stocks 375558103 1,553,178 14,009 SH SOLE 1,553 0 12,456
GLOBAL SHIP LEASE INC-CL A Common Stocks Y27183600 482,631 18,344 SH SOLE 18,344 0 0
GLOBANT SA Common Stocks L44385109 1,318,724 14,517 SH SOLE 14,517 0 0
HDFC BANK LTD-ADR Equity Depositary Receipts 40415F101 78,448,821 1,023,201 SH SOLE 526,126 0 497,075
HELIX ENERGY SOLUTIONS GROUP Common Stocks 42330P107 375,224 60,132 SH SOLE 60,132 0 0
HORACE MANN EDUCATORS Common Stocks 440327104 246,992 5,748 SH SOLE 5,748 0 0
HUMANA INC Common Stocks 444859102 13,199,720 53,991 SH SOLE 25,363 0 28,628
ICHOR HOLDINGS LTD Common Stocks G4740B105 957,745 48,765 SH SOLE 48,765 0 0
INMODE LTD Common Stocks M5425M103 455,885 31,571 SH SOLE 31,571 0 0
INVESCO LTD Common Stocks G491BT108 1,640,048 103,998 SH SOLE 103,998 0 0
IPG PHOTONICS CORP Common Stocks 44980X109 1,650,346 24,040 SH SOLE 24,040 0 0
JABIL INC Common Stocks 466313103 1,185,155 5,434 SH SOLE 104 0 5,330
JANUS HENDERSON GROUP PLC Common Stocks G4474Y214 1,245,172 32,059 SH SOLE 32,059 0 0
JAZZ PHARMACEUTICALS PLC Common Stocks G50871105 1,064,171 10,028 SH SOLE 10,028 0 0
JPMORGAN CHASE & CO Common Stocks 46625H100 2,014,874 6,950 SH SOLE 134 0 6,816
KELLY SERVICES INC -A Common Stocks 488152208 1,245,979 106,403 SH SOLE 106,403 0 0
KENNAMETAL INC Common Stocks 489170100 281,467 12,259 SH SOLE 12,259 0 0
KORN FERRY Common Stocks 500643200 1,964,217 26,786 SH SOLE 26,786 0 0
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 913,544 26,403 SH SOLE 1,017 0 25,386
LAS VEGAS SANDS CORP Common Stocks 517834107 436,882,822 10,040,975 SH SOLE 5,823,394 0 4,217,581
LA-Z-BOY INC Common Stocks 505336107 254,652 6,851 SH SOLE 6,851 0 0
LCI INDUSTRIES Common Stocks 50189K103 38,698,665 424,374 SH SOLE 394,246 0 30,128
LEAR CORP Common Stocks 521865204 57,344,555 603,754 SH SOLE 110,145 0 493,609
LIBERTY GLOBAL LTD-A Common Stocks G61188101 15,081,977 1,506,691 SH SOLE 451,875 0 1,054,816
LYONDELLBASELL INDU-CL A Common Stocks N53745100 683,558 11,814 SH SOLE 1,095 0 10,719
MAGNA INTERNATIONAL INC Common Stocks 559222401 120,365,687 3,114,386 SH SOLE 2,131,956 0 982,430
MANPOWERGROUP INC Common Stocks 56418H100 24,920,255 616,838 SH SOLE 183,278 0 433,560
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 215,552,314 29,813,598 SH SOLE 18,314,254 0 11,499,344
MERCK & CO. INC. Common Stocks 58933Y105 41,473,111 523,915 SH SOLE 119,647 0 404,268
MICRON TECHNOLOGY INC Common Stocks 595112103 1,760,503 14,284 SH SOLE 272 0 14,012
MOHAWK INDUSTRIES INC Common Stocks 608190104 3,186,297 30,392 SH SOLE 26,986 0 3,406
NAVIENT CORP Common Stocks 63938C108 690,505 48,972 SH SOLE 48,972 0 0
NEWELL BRANDS INC Common Stocks 651229106 1,077,100 199,463 SH SOLE 199,463 0 0
NUTRIEN LTD Common Stocks 67077M108 384,064,008 6,592,381 SH SOLE 4,190,030 0 2,402,351
NXP SEMICONDUCTORS NV Common Stocks N6596X109 61,980,588 283,677 SH SOLE 164,242 0 119,435
OLIN CORP Common Stocks 680665205 1,201,643 59,813 SH SOLE 59,813 0 0
ON SEMICONDUCTOR Common Stocks 682189105 229,084 4,371 SH SOLE 4,371 0 0
ONTO INNOVATION INC Common Stocks 683344105 1,240,531 12,291 SH SOLE 12,291 0 0
OPENLANE INC Common Stocks 48238T109 490,516 20,062 SH SOLE 20,062 0 0
PATTERSON-UTI ENERGY INC Common Stocks 703481101 78,501,886 13,238,092 SH SOLE 6,877,514 0 6,360,578
PBF ENERGY INC-CLASS A Common Stocks 69318G106 1,725,344 79,619 SH SOLE 48,519 0 31,100
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 138,061,736 11,036,110 SH SOLE 7,752,325 0 3,283,785
POLARIS INC Common Stocks 731068102 1,593,602 39,203 SH SOLE 39,203 0 0
PVH CORP Common Stocks 693656100 248,263 3,619 SH SOLE 3,619 0 0
QUALCOMM INC Common Stocks 747525103 27,629,062 173,484 SH SOLE 35,401 0 138,083
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 1,441,612 5,935 SH SOLE 669 0 5,266
RESIDEO TECHNOLOGIES INC Common Stocks 76118Y104 1,234,720 55,971 SH SOLE 55,971 0 0
REYNOLDS CONSUMER PRODUCTS I Common Stocks 76171L106 516,972 24,135 SH SOLE 24,135 0 0
ROBERT HALF INC Common Stocks 770323103 1,168,611 28,468 SH SOLE 543 0 27,925
ROYAL BANK OF CANADA Common Stocks 780087102 4,174,902 31,684 SH SOLE 31,684 0 0
RTX CORP Common Stocks 75513E101 1,228,612 8,414 SH SOLE 160 0 8,254
SHINHAN FINANCIAL GROUP-ADR Equity Depositary Receipts 824596100 731,916 16,200 SH SOLE 0 0 16,200
SIGNET JEWELERS LTD Common Stocks G81276100 288,130 3,622 SH SOLE 3,622 0 0
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306 325,499 13,940 SH SOLE 13,940 0 0
SLM CORP Common Stocks 78442P106 594,024 18,116 SH SOLE 18,116 0 0
STEELCASE INC-CL A Common Stocks 858155203 164,836 15,804 SH SOLE 15,804 0 0
STEWART INFORMATION SERVICES Common Stocks 860372101 325,174 4,995 SH SOLE 4,995 0 0
SYNCHRONY FINANCIAL Common Stocks 87165B103 1,614,708 24,194 SH SOLE 2,770 0 21,424
T ROWE PRICE GROUP INC Common Stocks 74144T108 46,046,036 477,161 SH SOLE 105,545 0 371,616
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 151,337,447 668,186 SH SOLE 410,752 0 257,434
TAPESTRY INC Common Stocks 876030107 706,344 8,044 SH SOLE 2,073 0 5,971
TARGET CORP Common Stocks 87612E106 7,228,283 73,272 SH SOLE 33,427 0 39,845
TE CONNECTIVITY PLC Common Stocks G87052109 1,996,715 11,838 SH SOLE 226 0 11,612
THE CIGNA GROUP Common Stocks 125523100 892,235 2,699 SH SOLE 52 0 2,647
THOR INDUSTRIES INC Common Stocks 885160101 1,280,818 14,422 SH SOLE 14,422 0 0
TRIMAS CORP Common Stocks 896215209 392,243 13,710 SH SOLE 13,710 0 0
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107 354,426,259 6,044,104 SH SOLE 4,290,060 0 1,754,044
UBS GROUP AG-REG Common Stocks H42097107 246,676,132 7,289,109 SH SOLE 5,181,765 0 2,107,344
UGI CORP Common Stocks 902681105 2,371,488 65,115 SH SOLE 51,948 0 13,167
VERMILION ENERGY INC Common Stocks 923725105 321,818 44,097 SH SOLE 44,097 0 0
VICTORIAS SECRET & CO Common Stocks 926400102 1,623,241 87,648 SH SOLE 87,648 0 0
VISHAY INTERTECHNOLOGY INC Common Stocks 928298108 405,940 25,563 SH SOLE 25,563 0 0
WALKER & DUNLOP INC Common Stocks 93148P102 507,808 7,205 SH SOLE 7,205 0 0
WARRIOR MET COAL INC Common Stocks 93627C101 275,576 6,013 SH SOLE 6,013 0 0
WESCO INTERNATIONAL INC Common Stocks 95082P105 4,655,928 25,140 SH SOLE 20,119 0 5,021
WYNN RESORTS LTD Common Stocks 983134107 2,389,896 25,514 SH SOLE 25,514 0 0