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
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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 238 2,825 SH   SOLE   2,825 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 1,085 6,404 SH   SOLE   6,404 0 0
AMERICAN INTERNATIONAL GROUP Common Stocks 026874784 375 7,038 SH   SOLE   7,038 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 391 3,367 SH   SOLE   3,367 0 0
APACHE CORP Common Stocks 037411105 1,330 45,925 SH   SOLE   17,050 0 28,875
APPLIED MATERIALS INC Common Stocks 038222105 1,443 32,125 SH   SOLE   11,575 0 20,550
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 767 6,532 SH   SOLE   2,618 0 3,914
CANADIAN NATURAL RESOURCES Common Stocks 136385101 63,604 2,357,899 SH   SOLE   94,399 0 2,263,500
CANADIAN PACIFIC RAILWAY LTD Common Stocks 13645T100 1,711 7,263 SH   SOLE   3,763 0 3,500
CAPRI HOLDINGS LTD Common Stocks G1890L107 3,745 107,992 SH   SOLE   25,972 0 82,020
CIGNA CORP Common Stocks 125523100 255 1,619 SH   SOLE   1,619 0 0
CITIGROUP INC Common Stocks 172967424 5,318 75,935 SH   SOLE   21,910 0 54,025
CNH INDUSTRIAL NV Common Stocks N20944109 25,853 2,521,169 SH   SOLE   80,643 0 2,440,526
COCA-COLA FEMSA SAB-SP ADR Equity Depositary Receipts 191241108 26,718 429,958 SH   SOLE   179,356 0 250,602
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 64,790 1,022,080 SH   SOLE   418,177 0 603,903
CONDUENT INC Common Stocks 206787103 5,712 595,627 SH   SOLE   173,690 0 421,937
CVS HEALTH CORP Common Stocks 126650100 1,136 20,850 SH   SOLE   4,300 0 16,550
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 346 9,225 SH   SOLE   9,225 0 0
ENTERGY CORP Common Stocks 29364G103 317 3,081 SH   SOLE   3,081 0 0
EXXON MOBIL CORP Common Stocks 30231G102 359 4,683 SH   SOLE   4,683 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 3,760 108,050 SH   SOLE   28,775 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 2,590 38,329 SH   SOLE   11,804 0 26,525
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 71,480 5,677,486 SH   SOLE   1,380,161 0 4,297,325
INFOSYS LTD-SP ADR Equity Depositary Receipts 456788108 113 10,550 SH   SOLE   10,550 0 0
ISHARES CORE MSCI EMERGING ETF 46434G103 4,407 85,674 SH   SOLE   0 0 85,674
ISHARES MSCI EMERGING MARKET ETF 464287234 8,358 194,788 SH   SOLE   0 0 194,788
ISHARES MSCI INDIA ETF ETF 46429B598 3,808 107,869 SH   SOLE   0 0 107,869
ISHARES MSCI TAIWAN ETF ETF 46434G772 10,118 289,418 SH   SOLE   0 0 289,418
JD.COM INC-ADR Equity Depositary Receipts 47215P106 388 12,800 SH   SOLE   12,800 0 0
JOHNSON & JOHNSON Common Stocks 478160104 343 2,460 SH   SOLE   2,460 0 0
JPMORGAN CHASE & CO Common Stocks 46625H100 5,584 49,942 SH   SOLE   14,492 0 35,450
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 389 9,864 SH   SOLE   5,814 0 4,050
KT CORP-SP ADR Equity Depositary Receipts 48268K101 18,809 1,520,543 SH   SOLE   65,975 0 1,454,568
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 29,166 1,293,378 SH   SOLE   495,251 0 798,127
LAM RESEARCH CORP Common Stocks 512807108 1,702 9,062 SH   SOLE   2,112 0 6,950
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,681 62,287 SH   SOLE   35,700 0 26,587
LIBERTY LATIN AMERIC-CL C Common Stocks G9001E128 1,070 62,252 SH   SOLE   35,380 0 26,872
LINDE PLC Common Stocks G5494J103 257 1,278 SH   SOLE   1,278 0 0
METLIFE INC Common Stocks 59156R108 1,237 24,905 SH   SOLE   6,530 0 18,375
MICROSOFT CORP Common Stocks 594918104 278 2,075 SH   SOLE   2,075 0 0
MYLAN NV Common Stocks N59465109 3,482 182,898 SH   SOLE   46,798 0 136,100
NUTRIEN LTD Common Stocks 67077M108 1,018 19,029 SH   SOLE   12,571 0 6,458
NXP SEMICONDUCTORS NV Common Stocks N6596X109 55,790 571,556 SH   SOLE   23,659 0 547,897
ON SEMICONDUCTOR CORP Common Stocks 682189105 4,500 222,663 SH   SOLE   53,988 0 168,675
PETROLEO BRASIL-SP PREF ADR Equity Depositary Receipts 71654V101 21,866 1,539,864 SH   SOLE   614,575 0 925,289
POSCO- SPON ADR Equity Depositary Receipts 693483109 342 6,438 SH   SOLE   0 0 6,438
PROCTER & GAMBLE CO/THE Common Stocks 742718109 293 2,675 SH   SOLE   2,675 0 0
QORVO INC Common Stocks 74736K101 1,229 18,450 SH   SOLE   4,325 0 14,125
QURATE RETAIL INC Common Stocks 74915M100 143 11,525 SH   SOLE   11,525 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 35,346 198,560 SH   SOLE   7,989 0 190,571
SASOL LTD-SPONSORED ADR Equity Depositary Receipts 803866300 21,674 872,209 SH   SOLE   343,110 0 529,099
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 69,272 1,560,879 SH   SOLE   397,177 0 1,163,702
STATE STREET CORP Common Stocks 857477103 2,436 43,454 SH   SOLE   11,886 0 31,568
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 93,354 2,383,308 SH   SOLE   76,308 0 2,307,000
UBS GROUP AG-REG Common Stocks H42097107 1,349 113,537 SH   SOLE   78,261 0 35,276
UNITED TECHNOLOGIES CORP Common Stocks 913017109 205 1,575 SH   SOLE   1,575 0 0
WELLS FARGO & CO Common Stocks 949746101 203 4,284 SH   SOLE   4,284 0 0