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
ABM INDUSTRIES INC Common Stocks 000957100 1,846,848 38,396 SH SOLE 38,396 0 0
ACADEMY SPORTS & OUTDOORS IN Common Stocks 00402L107 2,005,257 41,698 SH SOLE 41,698 0 0
ACADIA HEALTHCARE CO INC Common Stocks 00404A109 1,095,710 39,844 SH SOLE 39,844 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 3,218,436 22,425 SH SOLE 222 0 22,203
AGNICO EAGLE MINES LTD Common Stocks 008474108 275,810,327 1,505,201 SH SOLE 957,624 0 547,577
ALCOA CORP Common Stocks 013872106 14,931,966 355,523 SH SOLE 136,566 0 218,957
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 93,497,534 869,421 SH SOLE 473,767 0 395,654
ALPHABET INC-CL A Common Stocks 02079K305 48,141,953 139,915 SH SOLE 65,116 0 74,799
AMBEV SA-ADR Equity Depositary Receipts 02319V103 3,795,288 1,299,756 SH SOLE 8,878 0 1,290,878
ANGLOGOLD ASHANTI PLC Common Stocks G0378L100 106,822,841 1,137,018 SH SOLE 658,524 0 478,494
ARCH CAPITAL GROUP LTD Common Stocks G0450A105 26,656,204 288,612 SH SOLE 110,040 0 178,572
ARROW ELECTRONICS INC Common Stocks 042735100 18,274,408 80,504 SH SOLE 32,285 0 48,219
ARTISAN PARTNERS ASSET MA -A Common Stocks 04316A108 320,926 8,885 SH SOLE 8,885 0 0
ASSURED GUARANTY LTD Common Stocks G0585R106 537,561 7,938 SH SOLE 7,938 0 0
ASTRAZENECA PLC Common Stocks G0593M107 1,895,719 11,643 SH SOLE 43 0 11,600
AVANTOR INC Common Stocks 05352A100 1,464,801 97,329 SH SOLE 97,329 0 0
AVNET INC Common Stocks 053807103 2,587,606 25,889 SH SOLE 25,889 0 0
AXCELIS TECHNOLOGIES INC Common Stocks 054540208 3,293,930 25,110 SH SOLE 25,110 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 97,262,606 1,119,634 SH SOLE 793,204 0 326,430
BANC OF CALIFORNIA INC Common Stocks 05990K106 1,643,518 95,387 SH SOLE 95,387 0 0
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303 289,497,704 82,243,666 SH SOLE 59,344,026 0 22,899,640
BAXTER INTERNATIONAL INC Common Stocks 071813109 1,903,752 79,323 SH SOLE 79,323 0 0
BELLRING BRANDS INC Common Stocks 07831C103 561,378 73,001 SH SOLE 73,001 0 0
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 16,538,413 33,213 SH SOLE 11,536 0 21,677
BIOMARIN PHARMACEUTICAL INC Common Stocks 09061G101 44,252,460 737,541 SH SOLE 325,033 0 412,508
BOISE CASCADE CO Common Stocks 09739D100 2,019,179 27,231 SH SOLE 27,231 0 0
BUILDERS FIRSTSOURCE INC Common Stocks 12008R107 1,149,550 20,164 SH SOLE 20,164 0 0
CALIFORNIA RESOURCES CORP Common Stocks 13057Q305 1,907,083 37,541 SH SOLE 37,541 0 0
CAL-MAINE FOODS INC Common Stocks 128030202 1,187,375 17,446 SH SOLE 17,446 0 0
CANADIAN NATURAL RESOURCES Common Stocks 136385101 4,769,123 101,320 SH SOLE 552 0 100,768
CAPRI HOLDINGS LTD Common Stocks G1890L107 3,266,027 231,305 SH SOLE 231,305 0 0
CENTENE CORP Common Stocks 15135B101 22,957,688 369,570 SH SOLE 127,976 0 241,594
CHEMOURS CO/THE Common Stocks 163851108 273,436 20,150 SH SOLE 20,150 0 0
CHORD ENERGY CORP Common Stocks 674215207 1,595,433 11,900 SH SOLE 11,900 0 0
COLUMBIA BANKING SYSTEM INC Common Stocks 197236102 2,370,740 82,893 SH SOLE 82,893 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101 23,623,156 1,085,623 SH SOLE 376,288 0 709,335
CONMED CORP Common Stocks 207410101 2,650,551 57,334 SH SOLE 57,334 0 0
CORE & MAIN INC-CLASS A Common Stocks 21874C102 1,438,070 34,669 SH SOLE 34,669 0 0
DENTSPLY SIRONA INC Common Stocks 24906P109 234,303 26,445 SH SOLE 26,445 0 0
DEVON ENERGY CORP Common Stocks 25179M103 15,377,084 333,994 SH SOLE 115,874 0 218,120
DOLLAR GENERAL CORP Common Stocks 256677105 1,468,801 12,283 SH SOLE 591 0 11,692
DOUGLAS DYNAMICS INC Common Stocks 25960R105 400,075 10,193 SH SOLE 10,193 0 0
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 2,062,436 163,426 SH SOLE 1,365 0 162,061
ELEVANCE HEALTH INC Common Stocks 036752103 21,863,349 56,230 SH SOLE 28,442 0 27,788
ENVISTA HOLDINGS CORP Common Stocks 29415F104 794,694 33,860 SH SOLE 33,860 0 0
FIRST AMERICAN FINANCIAL Common Stocks 31847R102 1,282,586 21,116 SH SOLE 21,116 0 0
FIRST INTERSTATE BANCSYS-A Common Stocks 32055Y201 554,327 15,510 SH SOLE 15,510 0 0
FOX FACTORY HOLDING CORP Common Stocks 35138V102 560,046 30,487 SH SOLE 30,487 0 0
HAYWARD HOLDINGS INC Common Stocks 421298100 408,596 33,382 SH SOLE 33,382 0 0
HDFC BANK LTD-ADR Equity Depositary Receipts 40415F101 27,333,102 1,223,505 SH SOLE 858,345 0 365,160
HUMANA INC Common Stocks 444859102 47,693,197 124,992 SH SOLE 46,230 0 78,762
ICHOR HOLDINGS LTD Common Stocks G4740B105 836,533 13,523 SH SOLE 13,523 0 0
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 2,362,660 85,759 SH SOLE 896 0 84,863
INDIVIOR PHARMACEUTICALS INC Common Stocks 45579U109 212,232 5,920 SH SOLE 5,920 0 0
INMODE LTD Common Stocks M5425M103 1,175,161 82,933 SH SOLE 9,319 0 73,614
INSIGHT ENTERPRISES INC Common Stocks 45765U103 1,025,147 6,558 SH SOLE 6,558 0 0
INSPERITY INC Common Stocks 45778Q107 1,890,017 40,567 SH SOLE 40,567 0 0
INVESCO LTD Common Stocks G491BT108 703,663 23,331 SH SOLE 23,331 0 0
ISHARES MSCI EMERGING MARKET ETF 464287234 147,154,667 2,203,244 SH SOLE 2,203,244 0 0
ITAU UNIBANCO H-SPON PRF ADR Equity Depositary Receipts 465562106 73,464,437 8,612,478 SH SOLE 7,395,432 0 1,217,046
JANUS INTERNATIONAL GROUP IN Common Stocks 47103N106 323,323 79,052 SH SOLE 79,052 0 0
JAZZ PHARMACEUTICALS PLC Common Stocks G50871105 1,203,672 5,199 SH SOLE 5,199 0 0
JBS NV-A Common Stocks N4732M103 10,392,106 920,470 SH SOLE 920,470 0 0
KOREA ELEC POWER CORP-SP ADR Equity Depositary Receipts 500631106 429,259 39,166 SH SOLE 0 0 39,166
KORN FERRY Common Stocks 500643200 519,099 7,251 SH SOLE 7,251 0 0
LAS VEGAS SANDS CORP Common Stocks 517834107 38,825,198 1,026,850 SH SOLE 401,224 0 625,626
LA-Z-BOY INC Common Stocks 505336107 288,486 9,733 SH SOLE 9,733 0 0
LCI INDUSTRIES Common Stocks 50189K103 16,192,320 193,526 SH SOLE 126,746 0 66,780
LYONDELLBASELL INDU-CL A Common Stocks N53745100 16,807,274 292,453 SH SOLE 91,676 0 200,777
MAGNA INTERNATIONAL INC Common Stocks 559222401 256,705,617 4,030,060 SH SOLE 2,770,340 0 1,259,720
MANPOWERGROUP INC Common Stocks 56418H100 1,908,339 34,335 SH SOLE 34,335 0 0
MATTEL INC Common Stocks 577081102 866,374 68,434 SH SOLE 68,434 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 54,236,815 12,106,432 SH SOLE 7,992,612 0 4,113,820
META PLATFORMS INC-CLASS A Common Stocks 30303M102 47,880,735 66,026 SH SOLE 29,828 0 36,198
MICROSOFT CORP Common Stocks 594918104 220,034 429 SH SOLE 429 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 33,117,525 265,535 SH SOLE 102,191 0 163,344
MOLINA HEALTHCARE INC Common Stocks 60855R100 769,637 4,070 SH SOLE 4,070 0 0
MSC INDUSTRIAL DIRECT CO-A Common Stocks 553530106 1,645,105 13,297 SH SOLE 13,297 0 0
NOKIA CORP-SPON ADR Equity Depositary Receipts 654902204 221,211,097 21,815,690 SH SOLE 14,166,701 0 7,648,989
NXP SEMICONDUCTORS NV Common Stocks N6596X109 22,601,217 95,151 SH SOLE 35,268 0 59,883
OLIN CORP Common Stocks 680665205 1,606,188 103,625 SH SOLE 103,625 0 0
ONTO INNOVATION INC Common Stocks 683344105 2,340,971 7,605 SH SOLE 7,605 0 0
OPTION CARE HEALTH INC Common Stocks 68404L201 2,023,628 89,979 SH SOLE 89,979 0 0
ORACLE CORP Common Stocks 68389X105 30,701,653 223,610 SH SOLE 78,890 0 144,720
OWENS CORNING Common Stocks 690742101 12,047,801 103,202 SH SOLE 35,144 0 68,058
PATRICK INDUSTRIES INC Common Stocks 703343103 996,502 14,702 SH SOLE 14,702 0 0
PATTERSON-UTI ENERGY INC Common Stocks 703481101 1,497,744 137,156 SH SOLE 137,156 0 0
PENTAIR PLC Common Stocks G7S00T104 1,502,266 28,350 SH SOLE 28,350 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 356,924,271 17,102,265 SH SOLE 11,930,168 0 5,172,097
POWER SOLUTIONS INTERNATIONA Common Stocks 73933G202 746,461 16,238 SH SOLE 16,238 0 0
PVH CORP Common Stocks 693656100 1,575,858 21,281 SH SOLE 21,281 0 0
QUALCOMM INC Common Stocks 747525103 66,800,447 362,967 SH SOLE 147,876 0 215,091
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 3,666,646 11,522 SH SOLE 361 0 11,161
RILEY EXPLORATION PERMIAN IN Common Stocks 76665T102 285,631 7,139 SH SOLE 7,139 0 0
ROYAL BANK OF CANADA Common Stocks 780087102 6,259,724 31,826 SH SOLE 31,826 0 0
SALESFORCE INC Common Stocks 79466L302 6,192,192 26,973 SH SOLE 26,973 0 0
SHIFT4 PAYMENTS INC-CLASS A Common Stocks 82452J109 889,927 24,604 SH SOLE 24,604 0 0
SILGAN HOLDINGS INC Common Stocks 827048109 14,844,922 427,192 SH SOLE 229,508 0 197,684
SIMPLY GOOD FOODS CO/THE Common Stocks 82900L102 260,690 27,470 SH SOLE 27,470 0 0
SK HYNIX INC-ADR Equity Depositary Receipts 78392B206 796,080 4,323 SH SOLE 0 0 4,323
SKYWORKS SOLUTIONS INC Common Stocks 83088M102 1,499,490 17,542 SH SOLE 17,542 0 0
SLM CORP Common Stocks 78442P106 18,242,971 806,141 SH SOLE 371,195 0 434,946
SONOCO PRODUCTS CO Common Stocks 835495102 14,237,914 291,641 SH SOLE 144,635 0 147,006
STANDARDAERO INC Common Stocks 85423L103 1,000,461 46,860 SH SOLE 46,860 0 0
T ROWE PRICE GROUP INC Common Stocks 74144T108 30,044,333 288,749 SH SOLE 100,909 0 187,840
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 274,163,803 600,986 SH SOLE 354,257 0 246,729
TENCENT MUSIC ENTERTAINM-ADR Equity Depositary Receipts 88034P109 142,095,933 17,918,781 SH SOLE 12,548,894 0 5,369,887
THE CIGNA GROUP Common Stocks 125523100 22,044,598 81,097 SH SOLE 42,565 0 38,532
THOR INDUSTRIES INC Common Stocks 885160101 839,910 12,155 SH SOLE 12,155 0 0
TITAN AMERICA SA Common Stocks B9151N105 276,008 20,250 SH SOLE 20,250 0 0
TRINET GROUP INC Common Stocks 896288107 274,863 4,395 SH SOLE 4,395 0 0
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107 113,465,268 2,901,925 SH SOLE 1,739,683 0 1,162,242
UBS GROUP AG-REG Common Stocks H42097107 2,309,452 47,907 SH SOLE 167 0 47,740
UGI CORP Common Stocks 902681105 614,095 17,216 SH SOLE 17,216 0 0
ULTRA CLEAN HOLDINGS INC Common Stocks 90385V107 286,304 3,532 SH SOLE 3,532 0 0
UNIVERSAL DISPLAY CORP Common Stocks 91347P105 1,722,768 22,362 SH SOLE 22,362 0 0
VALE SA-SP ADR Equity Depositary Receipts 91912E105 2,284,300 170,343 SH SOLE 4,288 0 166,055
VERMILION ENERGY INC Common Stocks 923725105 750,233 65,954 SH SOLE 4,682 0 61,272
VICTORIA'S SECRET & CO Common Stocks 926400102 884,954 10,004 SH SOLE 10,004 0 0
VISHAY INTERTECHNOLOGY INC Common Stocks 928298108 1,032,844 31,731 SH SOLE 31,731 0 0
WALKER & DUNLOP INC Common Stocks 93148P102 2,441,374 69,535 SH SOLE 69,535 0 0
WAYSTAR HOLDING CORP Common Stocks 946784105 3,264,476 128,827 SH SOLE 128,827 0 0
WELLS FARGO & CO Common Stocks 949746101 14,945,175 186,698 SH SOLE 58,888 0 127,810
WESCO INTERNATIONAL INC Common Stocks 95082P105 2,750,144 7,648 SH SOLE 7,648 0 0
WYNN RESORTS LTD Common Stocks 983134107 1,292,406 16,271 SH SOLE 16,271 0 0
XP INC - CLASS A Common Stocks G98239109 570,306,647 27,163,927 SH SOLE 19,524,671 0 7,639,256