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
3M CO Common Stocks 88579Y101 2,047 10,625 SH   SOLE   2,976 0 7,649
ABBOTT LABORATORIES Common Stocks 002824100 795 6,635 SH   SOLE   6,635 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 148,088 2,521,069 SH   SOLE   2,055,408 0 465,661
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 904 3,985 SH   SOLE   3,985 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 539 3,593 SH   SOLE   3,593 0 0
BANK OF AMERICA CORP Common Stocks 060505104 4,581 118,408 SH   SOLE   33,289 0 85,119
BANK OF NEW YORK MELLON CORP Common Stocks 064058100 2,033 42,995 SH   SOLE   12,119 0 30,876
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1,005 3,934 SH   SOLE   3,934 0 0
BIOGEN INC Common Stocks 09062X103 1,246 4,455 SH   SOLE   4,455 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,543 178,272 SH   SOLE   75,941 0 102,331
CANADIAN NATURAL RESOURCES Common Stocks 136385101 133,824 4,325,793 SH   SOLE   3,807,019 0 518,774
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,606 12,621 SH   SOLE   12,621 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 127,416 2,498,345 SH   SOLE   2,407,524 0 90,821
CARNIVAL CORP Common Stocks 143658300 606 22,831 SH   SOLE   22,831 0 0
CHEMOURS CO/THE Common Stocks 163851108 1,895 67,897 SH   SOLE   19,917 0 47,980
CIGNA CORP Common Stocks 125523100 865 3,580 SH   SOLE   3,580 0 0
CITIGROUP INC Common Stocks 172967424 2,447 33,640 SH   SOLE   33,640 0 0
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 62,864 804,711 SH   SOLE   409,297 0 395,414
COMCAST CORP-CLASS A Common Stocks 20030N101 1,315 24,310 SH   SOLE   24,310 0 0
CONOCOPHILLIPS Common Stocks 20825C104 980 18,500 SH   SOLE   18,500 0 0
CVS HEALTH CORP Common Stocks 126650100 6,035 80,221 SH   SOLE   35,965 0 44,256
DOLLAR TREE INC Common Stocks 256746108 1,113 9,721 SH   SOLE   9,721 0 0
DXC TECHNOLOGY CO Common Stocks 23355L106 2,122 67,873 SH   SOLE   13,187 0 54,686
ENTERGY CORP Common Stocks 29364G103 674 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,314 44,402 SH   SOLE   44,402 0 0
GENERAL ELECTRIC CO Common Stocks 369604103 4,488 341,820 SH   SOLE   95,924 0 245,896
GILEAD SCIENCES INC Common Stocks 375558103 6,237 96,507 SH   SOLE   35,022 0 61,485
HCA HEALTHCARE INC Common Stocks 40412C101 1,274 6,762 SH   SOLE   6,762 0 0
HELMERICH & PAYNE Common Stocks 423452101 8,216 304,739 SH   SOLE   149,168 0 155,571
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 472 29,444 SH   SOLE   29,444 0 0
INTEL CORP Common Stocks 458140100 2,196 34,309 SH   SOLE   9,681 0 24,628
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 848 29,031 SH   SOLE   29,031 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 838 6,005 SH   SOLE   6,005 0 0
INVESCO LTD Common Stocks G491BT108 633 25,106 SH   SOLE   25,106 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 25,218 308,665 SH   SOLE   16,477 0 292,188
ISHARES MSCI EMERGING MARKET ETF 464287234 1,950 36,567 SH   SOLE   36,567 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 15,476 366,896 SH   SOLE   91,500 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 22,324 372,311 SH   SOLE   0 0 372,311
JD.COM INC-ADR Equity Depositary Receipts 47215P106 623 7,391 SH   SOLE   7,391 0 0
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 36,836 750,074 SH   SOLE   348,185 0 401,889
LEAR CORP Common Stocks 521865204 4,285 23,641 SH   SOLE   7,107 0 16,534
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,049 40,865 SH   SOLE   40,865 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 4,204 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,222 12,360 SH   SOLE   12,360 0 0
MCKESSON CORP Common Stocks 58155Q103 3,316 17,001 SH   SOLE   10,161 0 6,840
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 96,718 4,857,746 SH   SOLE   3,562,986 0 1,294,760
MICRON TECHNOLOGY INC Common Stocks 595112103 1,178 13,349 SH   SOLE   13,349 0 0
MOHAWK INDUSTRIES INC Common Stocks 608190104 5,517 28,690 SH   SOLE   10,153 0 18,537
MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 1,126 22,014 SH   SOLE   22,014 0 0
MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 45,285 3,072,255 SH   SOLE   1,494,270 0 1,577,985
MOSAIC CO/THE Common Stocks 61945C103 7,907 250,149 SH   SOLE   110,199 0 139,950
NEWMONT CORP Common Stocks 651639106 859 14,251 SH   SOLE   14,251 0 0
NOV INC Common Stocks 62955J103 2,783 202,844 SH   SOLE   58,065 0 144,779
NUTRIEN LTD Common Stocks 67077M108 109,274 2,026,972 SH   SOLE   1,749,597 0 277,375
NXP SEMICONDUCTORS NV Common Stocks N6596X109 910 4,518 SH   SOLE   4,518 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 98,507 11,616,366 SH   SOLE   5,516,491 0 6,099,875
PFIZER INC Common Stocks 717081103 625 17,253 SH   SOLE   17,253 0 0
POSCO- SPON ADR Equity Depositary Receipts 693483109 1,944 26,930 SH   SOLE   5,736 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 4,278 55,369 SH   SOLE   21,173 0 34,196
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 44,654 278,655 SH   SOLE   269,182 0 9,473
SABRE CORP Common Stocks 78573M104 4,596 310,357 SH   SOLE   200,119 0 110,238
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P108 402 14,761 SH   SOLE   3,998 0 10,763
SPIRIT AIRLINES INC Common Stocks 848577102 1,018 27,593 SH   SOLE   27,593 0 0
SUNCOR ENERGY INC Common Stocks 867224107 8,430 402,996 SH   SOLE   49,444 0 353,552
TAPESTRY INC Common Stocks 876030107 816 19,801 SH   SOLE   19,801 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 786 6,087 SH   SOLE   6,087 0 0
TECHNIPFMC PLC Common Stocks G87110105 49,855 6,457,874 SH   SOLE   6,077,975 0 379,899
UBS GROUP AG-REG Common Stocks H42097107 86,294 5,562,649 SH   SOLE   4,982,188 0 580,461
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 108,617 2,152,530 SH   SOLE   1,473,415 0 679,115
WELLS FARGO & CO Common Stocks 949746101 5,119 131,025 SH   SOLE   85,321 0 45,704