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
ALASKA AIR GROUP INC COM 011659109 264,720 4,142,076 SH   SOLE NO 2,290,482 0 1,851,594
BANK AMER CORP COM 060505104 103,615 3,572,917 SH   SOLE NO 1,973,157 0 1,599,760
CDN IMPERIAL BK COMM TORONTO COM 136069101 216,170 2,751,652 SH   SOLE NO 1,894,672 0 856,980
CITIGROUP INC COM NEW 172967424 235,931 3,369,000 SH   SOLE NO 1,875,424 0 1,493,576
FIRSTENERGY CORP COM 337932107 162,166 3,788,049 SH   SOLE NO 2,180,325 0 1,607,724
FLOWSERVE CORP COM 34354P105 167,172 3,172,748 SH   SOLE NO 1,765,176 0 1,407,572
GENERAL ELECTRIC CO COM 369604103 73,293 6,980,327 SH   SOLE NO 3,854,432 0 3,125,895
HALLIBURTON CO COM 406216101 210,081 9,238,395 SH   SOLE NO 5,160,671 0 4,077,724
JUST ENERGY GROUP INC COM 42813W101 1,051 244,461 SH   SOLE NO 244,461 0 0
LEIDOS HLDGS INC COM 525327102 171,638 2,149,505 SH   SOLE NO 1,174,817 0 974,688
MARATHON PETE CORP COM 56585A102 225,743 4,039,782 SH   SOLE NO 2,315,107 0 1,724,675
MERCK & CO INC COM 58933Y105 147,581 1,760,055 SH   SOLE NO 971,275 0 788,780
MICROSOFT CORP COM 594918104 193,063 1,441,196 SH   SOLE NO 805,898 0 635,298
MONDELEZ INTL INC CL A 609207105 138,730 2,573,849 SH   SOLE NO 1,422,650 0 1,151,199
ORACLE CORP COM 68389X105 220,426 3,869,153 SH   SOLE NO 2,156,112 0 1,713,041
RPC INC COM 749660106 51,937 7,203,443 SH   SOLE NO 3,900,593 0 3,302,850
SABRE CORP COM 78573M104 270,259 12,173,825 SH   SOLE NO 6,995,213 0 5,178,612
SIGNET JEWELERS LIMITED SHS G81276100 45,983 2,571,778 SH   SOLE NO 1,432,364 0 1,139,414
SYNNEX CORP COM 87162W100 210,043 2,134,584 SH   SOLE NO 1,185,912 0 948,672
VIACOM INC NEW CL B 92553P201 146,918 4,918,585 SH   SOLE NO 2,754,646 0 2,163,939
WELLS FARGO CO NEW COM 949746101 89,042 1,881,703 SH   SOLE NO 1,089,080 0 792,623
ZIMMER BIOMET HLDGS INC COM 98956P102 130,181 1,105,665 SH   SOLE NO 614,599 0 491,066
ABB LTD SPONSORED ADR 000375204 38,773 1,935,760 SH   SOLE NO 1,935,760 0 0
ASTRAZENECA PLC SPONSORED ADR 05382A104 35,109 850,500 SH   SOLE NO 850,500 0 0
BARCLAYS PLC ADR 06738E204 35,442 4,657,353 SH   SOLE NO 4,657,353 0 0
BP PLC SPONSORED ADR 055622104 29,545 708,519 SH   SOLE NO 708,519 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 34,116 978,380 SH   SOLE NO 978,380 0 0
CARNIVAL PLC ADR 14365C103 5,376 118,747 SH   SOLE NO 118,747 0 0
ENCANA CORP COM 292505104 634,684 123,720,000 SH   SOLE NO 82,828,928 0 40,891,072
GILDAN ACTIVEWEAR INC COM 375916103 555,764 14,368,243 SH   SOLE NO 9,647,097 0 4,721,146
ING GROEP N V SPONSORED ADR 456837103 15,530 1,342,265 SH   SOLE NO 1,342,265 0 0
LINDE PLC COM G5494J103 1,248,916 6,219,701 SH   SOLE NO 4,204,671 0 2,015,030
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 12,500 4,401,413 SH   SOLE NO 4,401,413 0 0
MANULIFE FINL CORP COM 56501R106 382,614 21,045,854 SH   SOLE NO 14,316,967 0 6,728,887
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 59408Q304 21,224 810,371 SH   SOLE NO 810,371 0 0
NOVARTIS A G SPONSORED ADR 66987V109 25,324 277,339 SH   SOLE NO 277,339 0 0
PRUDENTIAL PLC ADR 74435K204 40,783 930,688 SH   SOLE NO 930,688 0 0
RELX PLC SPONSORED ADR 759530108 9,724 398,377 SH   SOLE NO 398,377 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 31,635 481,219 SH   SOLE NO 481,219 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 306,955 4,785,708 SH   SOLE NO 3,293,640 0 1,492,068
SAP SE SPON ADR 803054204 31,100 227,340 SH   SOLE NO 227,340 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 14,827 2,100,088 SH   SOLE NO 2,100,088 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 45,095 2,547,740 SH   SOLE NO 2,547,740 0 0
TOTAL S A SPONSORED ADS 89151E109 27,749 497,384 SH   SOLE NO 497,384 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 17,370 1,063,709 SH   SOLE NO 1,063,709 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 342,420 2,020,772 SH   SOLE NO 1,369,217 0 651,555
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1,988 136,565 SH   SOLE NO 95,965 0 40,600
AU OPTRONICS CORP SPONSORED ADR 002255107 623 210,600 SH   SOLE NO 210,600 0 0
AZUL S A SPONSR ADR PFD 05501U106 11,370 340,000 SH   SOLE NO 0 0 340,000
BAIDU INC SPON ADR REP A 056752108 622,901 5,307,607 SH   SOLE NO 3,784,332 0 1,523,275
CHANG YOU COM LTD ADS REP CL A 15911M107 426 44,300 SH   SOLE NO 44,300 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 75,191 1,660,210 SH   SOLE NO 1,524,080 0 136,130
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 3,063 44,915 SH   SOLE NO 4,309 0 40,606
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1,615 44,200 SH   SOLE NO 44,200 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 375 30,784 SH   SOLE NO 30,784 0 0
CREDICORP LTD COM G2519Y108 87,680 383,034 SH   SOLE NO 249,696 0 133,338
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 1,982 46,784 SH   SOLE NO 27,484 0 19,300
DBX ETF TR XTRACK HRVST CSI 233051879 10,300 365,750 SH   SOLE NO 365,750 0 0
DR REDDYS LABS LTD ADR 256135203 1,574 42,012 SH   SOLE NO 23,712 0 18,300
GERDAU S A SPON ADR REP PFD 373737105 36,991 9,509,134 SH   SOLE NO 4,837,934 0 4,671,200
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,187 16,818 SH   SOLE NO 0 0 16,818
ICICI BK LTD ADR 45104G104 81,014 6,434,777 SH   SOLE NO 4,819,256 0 1,615,521
INFOSYS LTD SPONSORED ADR 456788108 23,380 2,185,065 SH   SOLE NO 45,433 0 2,139,632
ISHARES INC MSCI TAIWAN ETF 46434G772 2,070 59,200 SH   SOLE NO 59,200 0 0
ISHARES TR MSCI INDIA ETF 46429B598 8,045 227,900 SH   SOLE NO 227,900 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 186 4,800 SH   SOLE NO 4,800 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 4,689 142,000 SH   SOLE NO 142,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,756 127,059 SH   SOLE NO 71,759 0 55,300
LG DISPLAY CO LTD SPONS ADR REP 50186V102 963 124,313 SH   SOLE NO 40,100 0 84,213
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 57,393 6,164,614 SH   SOLE NO 3,633,006 0 2,531,608
NETEASE INC SPONSORED ADR 64110W102 256 1,000 SH   SOLE NO 0 0 1,000
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 28,224 292,231 SH   SOLE NO 245,066 0 47,165
PETROCHINA CO LTD SPONSORED ADR 71646E100 188 3,407 SH   SOLE NO 0 0 3,407
POSCO SPONSORED ADR 693483109 18,596 350,478 SH   SOLE NO 267,554 0 82,924
SK TELECOM LTD SPONSORED ADR 78440P108 85,749 3,464,597 SH   SOLE NO 2,873,757 0 590,840
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 256,563 6,549,982 SH   SOLE NO 4,615,108 0 1,934,874
TATA MTRS LTD SPONSORED ADR 876568502 807 69,087 SH   SOLE NO 14,844 0 54,243
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 37,423 2,874,300 SH   SOLE NO 1,563,900 0 1,310,400
VALE S A ADR 91912E105 109,724 8,163,957 SH   SOLE NO 5,350,689 0 2,813,268
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 1,398 36,839 SH   SOLE NO 36,839 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 608 5,777 SH   SOLE NO 5,777 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 596 58,617 SH   SOLE NO 0 0 58,617
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2,617 303,300 SH   SOLE NO 191,400 0 111,900
WIPRO LTD SPON ADR 1 SH 97651M109 952 219,950 SH   SOLE NO 0 0 219,950
WISDOMTREE TR INDIA ERNGS FD 97717W422 38,578 1,480,353 SH   SOLE NO 768,893 0 711,460
YUM CHINA HLDGS INC COM 98850P109 55,237 1,195,600 SH   SOLE NO 823,500 0 372,100
YY INC ADS REPCOM CLA 98426T106 42,799 614,131 SH   SOLE NO 401,871 0 212,260