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 221,633 3,414,462 SH   SOLE NO 1,880,556 0 1,533,906
BANK AMER CORP COM 060505104 44,312 1,519,106 SH   SOLE NO 838,470 0 680,636
BRIXMOR PPTY GROUP INC COM 11120U105 76,681 3,779,232 SH   SOLE NO 2,081,740 0 1,697,492
CDN IMPERIAL BK COMM TORONTO COM 136069101 224,744 2,722,185 SH   SOLE NO 1,864,166 0 858,019
CITIGROUP INC COM NEW 172967424 208,748 3,021,831 SH   SOLE NO 1,672,448 0 1,349,383
FIRSTENERGY CORP COM 337932107 155,649 3,227,222 SH   SOLE NO 1,853,899 0 1,373,323
FLOWSERVE CORP COM 34354P105 85,669 1,834,057 SH   SOLE NO 1,014,274 0 819,783
HALLIBURTON CO COM 406216101 199,960 10,607,970 SH   SOLE NO 5,829,260 0 4,778,710
LEIDOS HLDGS INC COM 525327102 182,663 2,126,960 SH   SOLE NO 1,152,272 0 974,688
MARATHON PETE CORP COM 56585A102 257,094 4,231,994 SH   SOLE NO 2,406,488 0 1,825,506
MERCK & CO INC COM 58933Y105 154,014 1,829,585 SH   SOLE NO 1,003,167 0 826,418
MICROSOFT CORP COM 594918104 198,054 1,424,544 SH   SOLE NO 789,246 0 635,298
MONDELEZ INTL INC CL A 609207105 87,746 1,586,160 SH   SOLE NO 872,659 0 713,501
ORACLE CORP COM 68389X105 230,708 4,192,407 SH   SOLE NO 2,308,622 0 1,883,785
RPC INC COM 749660106 30,140 5,372,499 SH   SOLE NO 2,883,414 0 2,489,085
SABRE CORP COM 78573M104 284,785 12,716,461 SH   SOLE NO 7,121,007 0 5,595,454
SIGNET JEWELERS LIMITED SHS G81276100 42,433 2,531,807 SH   SOLE NO 1,392,393 0 1,139,414
SYNNEX CORP COM 87162W100 259,653 2,299,845 SH   SOLE NO 1,275,864 0 1,023,981
VIACOM INC NEW CL B 92553P201 134,611 5,601,770 SH   SOLE NO 3,068,731 0 2,533,039
WELLS FARGO CO NEW COM 949746101 94,363 1,870,789 SH   SOLE NO 1,078,166 0 792,623
ZIMMER BIOMET HLDGS INC COM 98956P102 138,563 1,009,417 SH   SOLE NO 556,868 0 452,549
ABB LTD SPONSORED ADR 000375204 40,361 2,051,929 SH   SOLE NO 2,051,929 0 0
ASTRAZENECA PLC SPONSORED ADR 05382A104 25,512 572,407 SH   SOLE NO 572,407 0 0
BARCLAYS PLC ADR 06738E204 31,797 4,332,019 SH   SOLE NO 4,332,019 0 0
BP PLC SPONSORED ADR 055622104 24,954 656,854 SH   SOLE NO 656,854 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 31,486 853,276 SH   SOLE NO 853,276 0 0
ENCANA CORP COM 292505104 580,639 126,225,786 SH   SOLE NO 84,165,736 0 42,060,050
GILDAN ACTIVEWEAR INC COM 375916103 377,138 10,623,619 SH   SOLE NO 7,222,146 0 3,401,473
ING GROEP N V SPONSORED ADR 456837103 13,496 1,291,489 SH   SOLE NO 1,291,489 0 0
LINDE PLC COM G5494J103 1,030,829 5,321,232 SH   SOLE NO 3,603,507 0 1,717,725
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 15,422 5,841,518 SH   SOLE NO 5,841,518 0 0
MANULIFE FINL CORP COM 56501R106 298,012 16,231,592 SH   SOLE NO 11,020,262 0 5,211,330
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 59408Q304 9,404 664,579 SH   SOLE NO 664,579 0 0
NOVARTIS A G SPONSORED ADR 66987V109 22,407 257,850 SH   SOLE NO 257,850 0 0
PRUDENTIAL PLC ADR 74435K204 34,084 936,643 SH   SOLE NO 936,643 0 0
RELX PLC SPONSORED ADR 759530108 5,854 246,783 SH   SOLE NO 246,783 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 30,256 505,110 SH   SOLE NO 505,110 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 416,186 6,269,744 SH   SOLE NO 4,299,239 0 1,970,505
SAP SE SPON ADR 803054204 25,050 212,519 SH   SOLE NO 212,519 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,470 1,969,299 SH   SOLE NO 1,969,299 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 43,490 2,528,500 SH   SOLE NO 2,528,500 0 0
TOTAL S A SPONSORED ADS 89151E109 24,003 461,599 SH   SOLE NO 461,599 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 21,906 1,100,267 SH   SOLE NO 1,100,267 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 332,669 1,989,289 SH   SOLE NO 1,465,188 0 524,101
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1,900 127,865 SH   SOLE NO 87,265 0 40,600
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 14,742 806,900 SH   SOLE NO 707,600 0 99,300
AU OPTRONICS CORP SPONSORED ADR 002255107 518 210,600 SH   SOLE NO 210,600 0 0
AZUL S A SPONSR ADR PFD 05501U106 6,102 170,344 SH   SOLE NO 0 0 170,344
BAIDU INC SPON ADR REP A 056752108 565,377 5,501,915 SH   SOLE NO 3,895,302 0 1,606,613
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 2,520 231,400 SH   SOLE NO 0 0 231,400
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 66,897 1,615,863 SH   SOLE NO 1,479,733 0 136,130
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,566 43,715 SH   SOLE NO 3,109 0 40,606
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 1,577 44,200 SH   SOLE NO 44,200 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 366 30,784 SH   SOLE NO 30,784 0 0
CREDICORP LTD COM G2519Y108 65,860 315,965 SH   SOLE NO 238,383 0 77,582
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2,156 46,784 SH   SOLE NO 27,484 0 19,300
DBX ETF TR XTRACK HRVST CSI 233051879 11,887 438,797 SH   SOLE NO 438,797 0 0
DR REDDYS LABS LTD ADR 256135203 1,783 47,045 SH   SOLE NO 28,745 0 18,300
GERDAU S A SPON ADR REP PFD 373737105 962 305,479 SH   SOLE NO 201,634 0 103,845
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,919 33,636 SH   SOLE NO 0 0 33,636
ICICI BK LTD ADR 45104G104 74,741 6,136,412 SH   SOLE NO 4,832,193 0 1,304,219
INFOSYS LTD SPONSORED ADR 456788108 12,830 1,128,382 SH   SOLE NO 45,433 0 1,082,949
ISHARES INC MSCI TAIWAN ETF 46434G772 2,153 59,200 SH   SOLE NO 59,200 0 0
ISHARES TR MSCI INDIA ETF 46429B598 4,629 137,900 SH   SOLE NO 137,900 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 7,105 298,068 SH   SOLE NO 187,400 0 110,668
JD COM INC SPON ADR CL A 47215P106 8,734 309,600 SH   SOLE NO 0 0 309,600
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,027 127,059 SH   SOLE NO 71,759 0 55,300
LG DISPLAY CO LTD SPONS ADR REP 50186V102 740 124,313 SH   SOLE NO 40,100 0 84,213
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 43,041 5,313,684 SH   SOLE NO 3,704,301 0 1,609,383
NETEASE INC SPONSORED ADR 64110W102 266 1,000 SH   SOLE NO 0 0 1,000
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 49,790 449,531 SH   SOLE NO 387,366 0 62,165
PETROCHINA CO LTD SPONSORED ADR 71646E100 173 3,407 SH   SOLE NO 0 0 3,407
POSCO SPONSORED ADR 693483109 16,448 348,778 SH   SOLE NO 265,854 0 82,924
QUDIAN INC ADR 747798106 2,404 348,900 SH   SOLE NO 201,400 0 147,500
SK TELECOM LTD SPONSORED ADR 78440P108 76,706 3,455,241 SH   SOLE NO 2,840,352 0 614,889
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 275,393 5,924,980 SH   SOLE NO 4,555,686 0 1,369,294
TATA MTRS LTD SPONSORED ADR 876568502 579 69,043 SH   SOLE NO 14,800 0 54,243
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 38,987 2,960,262 SH   SOLE NO 2,113,900 0 846,362
VALE S A ADR 91912E105 82,713 7,192,429 SH   SOLE NO 5,326,595 0 1,865,834
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 476 4,666 SH   SOLE NO 4,666 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 509 58,617 SH   SOLE NO 0 0 58,617
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 30,260 3,392,352 SH   SOLE NO 2,133,407 0 1,258,945
WIPRO LTD SPON ADR 1 SH 97651M109 803 219,950 SH   SOLE NO 0 0 219,950
WISDOMTREE TR INDIA ERNGS FD 97717W422 32,754 1,373,353 SH   SOLE NO 707,493 0 665,860
YUM CHINA HLDGS INC COM 98850P109 69,986 1,540,520 SH   SOLE NO 1,159,500 0 381,020
YY INC ADS REPCOM CLA 98426T106 30,517 542,721 SH   SOLE NO 399,571 0 143,150