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
ALIBABA GROUP HOLDING LTD. SPON ADR COM 01609W102 3,195 21,581 SH   SOLE   21,581 0 0
AMBEV SA SPON ADR COM 02319V103 20,936 7,585,597 SH   SOLE   4,300,597 0 3,285,000
AMDOCS LIMITED COM G02602103 400,976 5,296,210 SH   DFND 1 4,556,478 0 739,732
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY COM 025676206 61,238 2,070,959 SH   SOLE   1,580,968 0 489,991
AMERICAN INTERNATIONAL GROUP INC. COM 026874784 923,748 16,829,070 SH   DFND 1,2 14,614,274 0 2,214,796
AMERISOURCEBERGEN CORPORATION COM 03073E105 623 5,212 SH   SOLE   5,212 0 0
AMGEN INC. COM 031162100 113,400 533,272 SH   SOLE   424,638 0 108,634
ANTHEM INC. COM 036752103 71,555 191,940 SH   SOLE   191,940 0 0
ARGO GROUP INTERNATIONAL HOLDINGS LTD. COM G0464B107 47,976 918,723 SH   SOLE   713,736 0 204,987
ARROW ELECTRONICS INC. COM 042735100 26,268 233,933 SH   SOLE   233,933 0 0
ASSOCIATED BANC-CORP COM 045487105 74,483 3,477,267 SH   SOLE   2,702,647 0 774,620
AUTOZONE INC. COM 053332102 535 315 SH   SOLE   315 0 0
AVNET INC. COM 053807103 452,012 12,226,449 SH   DFND 2 9,459,675 0 2,766,774
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 327,003 7,102,578 SH   DFND 1,2 6,417,355 0 685,223
BAIDU INC. SPON ADR CLASS A COM 056752108 11,037 71,785 SH   OTR   0 0 71,785
BAIDU INC. SPON ADR CLASS A COM 056752108 108,554 706,040 SH   SOLE   478,220 0 227,820
BAKER HUGHES COMPANY CLASS A COM 05722G100 598,652 24,207,511 SH   DFND 1,2 20,803,962 0 3,403,549
BANK OF AMERICA CORP COM 060505104 410,966 9,681,180 SH   DFND 1 8,573,619 0 1,107,561
BELDEN INC. COM 077454106 114,187 1,959,959 SH   SOLE   1,553,850 0 406,109
BOOKING HOLDINGS INC. COM 09857L108 117,839 49,640 SH   DFND 1 46,350 0 3,290
BRISTOL-MYERS SQUIBB COMPANY COM 110122108 69,699 1,177,943 SH   SOLE   1,177,943 0 0
C.H. ROBINSON WORLDWIDE INC. COM 12541W209 457 5,258 SH   SOLE   5,258 0 0
CACI INTERNATIONAL INC CLASS A COM 127190304 248 947 SH   SOLE   947 0 0
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 616,964 3,809,125 SH   DFND 1 3,310,352 0 498,773
CARDINAL HEALTH INC. COM 14149Y108 146,225 2,956,436 SH   DFND 1,2 2,891,747 0 64,689
CBRE GROUP INC. CLASS A COM 12504L109 14,275 146,621 SH   SOLE   146,621 0 0
CELESTICA INC. COM 15101Q108 77,295 8,704,408 SH   SOLE   6,684,918 0 2,019,490
CENOVUS ENERGY INC. COM 15135U109 127,712 12,695,023 SH   DFND 1,2 12,324,755 0 370,268
CEZ AS UNSPON ADR COM 157214305 2,837 174,145 SH   SOLE   174,145 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 569 5,030 SH   SOLE   5,030 0 0
CHINA CONSTRUCTION BANK CORPORATION UNSPON ADR COM 168919108 1,757 123,360 SH   SOLE   123,360 0 0
CIGNA CORPORATION COM 125523100 87,969 439,491 SH   SOLE   391,428 0 48,063
CISCO SYSTEMS INC. COM 17275R102 31,331 575,623 SH   SOLE   575,623 0 0
CITIGROUP INC. COM 172967424 733,850 10,456,683 SH   DFND 1 8,936,841 0 1,519,842
CNO FINANCIAL GROUP INC. COM 12621E103 159,810 6,788,861 SH   DFND 2 5,947,969 0 840,892
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A COM 192446102 1,047,171 14,110,915 SH   DFND 1,2 11,411,392 0 2,699,523
COMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR COM 204409601 4,131 1,639,365 SH   SOLE   1,639,365 0 0
DANA INCORPORATED COM 235825205 68,469 3,078,643 SH   SOLE   2,368,461 0 710,182
DIAMONDROCK HOSPITALITY COMPANY COM 252784301 49,071 5,192,684 SH   SOLE   4,270,491 0 922,193
DOLLAR TREE INC. COM 256746108 304 3,176 SH   SOLE   3,176 0 0
DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H COM 257738203 1,122 25,144 SH   SOLE   25,144 0 0
DOVER CORPORATION COM 260003108 216 1,388 SH   SOLE   1,388 0 0
DOW INC. COM 260557103 357,592 6,212,506 SH   DFND 1,2 5,897,177 0 315,329
EDISON INTERNATIONAL COM 281020107 814,674 14,686,755 SH   DFND 1,2 12,614,587 0 2,072,168
ENERPAC TOOL GROUP CORP CLASS A COM 292765104 81,113 3,912,847 SH   SOLE   3,399,421 0 513,426
ENTERGY CORPORATION COM 29364G103 18,926 190,579 SH   SOLE   190,579 0 0
EQUITABLE HOLDINGS INC. COM 29452E101 655,968 22,131,172 SH   DFND 1,2 19,458,616 0 2,672,556
EXXON MOBIL CORPORATION COM 30231G102 336,816 5,726,218 SH   DFND 1 5,120,423 0 605,795
FACEBOOK INC. CLASS A COM 30303M102 452 1,333 SH   SOLE   1,333 0 0
FIFTH THIRD BANCORP COM 316773100 64,507 1,519,955 SH   DFND 2 1,519,955 0 0
FIRST MIDWEST BANCORP INC. COM 320867104 68,898 3,624,298 SH   SOLE   2,791,272 0 833,026
FLEX LTD. COM Y2573F102 12,198 689,939 SH   OTR   0 0 689,939
FLEX LTD. COM Y2573F102 124,359 7,033,889 SH   SOLE   4,628,325 0 2,405,564
FORD MOTOR COMPANY COM 345370860 342,689 24,201,219 SH   DFND 1,2 23,106,191 0 1,095,028
FRESENIUS MEDICAL CARE AG & CO. KGAA SPON ADR COM 358029106 224,080 6,407,774 SH   DFND 1,2 6,230,101 0 177,673
GALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR COM 36318L203 2,516 101,459 SH   SOLE   101,459 0 0
GAP INC. COM 364760108 30,819 1,357,646 SH   DFND 2 1,110,814 0 246,832
GENERAL DYNAMICS CORPORATION COM 369550108 67,585 344,771 SH   SOLE   344,771 0 0
GENERAL ELECTRIC COMPANY COM 369604301 1,048,912 10,180,643 SH   DFND 1 8,603,989 0 1,576,654
GENPACT LIMITED COM G3922B107 24,038 505,955 SH   SOLE   505,955 0 0
GILDAN ACTIVEWEAR INC. COM 375916103 389,956 10,680,800 SH   DFND 1,2 10,435,745 0 245,055
GILEAD SCIENCES INC. COM 375558103 567 8,124 SH   SOLE   8,124 0 0
GLOBE LIFE INC. COM 37959E102 21,524 241,764 SH   SOLE   241,764 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 240,964 637,421 SH   DFND 1 598,893 0 38,528
HALLIBURTON COMPANY COM 406216101 843,467 39,013,261 SH   DFND 1,2 33,277,286 0 5,735,975
HEWLETT PACKARD ENTERPRISE CO. COM 42824C109 618,114 43,376,456 SH   DFND 1,2 36,792,075 0 6,584,381
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A COM 438090888 4,176 554,073 SH   SOLE   554,073 0 0
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS COM 438090805 176 23,319 SH   SOLE   23,319 0 0
HONDA MOTOR CO. LTD. SPON ADR COM 438128308 322 10,511 SH   SOLE   10,511 0 0
HOOKER FURNISHINGS CORPORATION COM 439038100 35,118 1,301,132 SH   SOLE   996,183 0 304,949
HOPE BANCORP INC. COM 43940T109 50,996 3,531,570 SH   SOLE   2,739,564 0 792,006
HP INC. COM 40434L105 170 6,225 SH   SOLE   6,225 0 0
HUMANA INC. COM 444859102 561 1,441 SH   SOLE   1,441 0 0
HUNTINGTON BANCSHARES INCORPORATED COM 446150104 52,345 3,385,803 SH   SOLE   2,566,711 0 819,092
HYUNDAI MOTOR COMPANY SPON GDR 144A COM 449187707 2,267 26,847 SH   SOLE   26,847 0 0
ICICI BANK LIMITED SPON ADR COM 45104G104 12,069 639,602 SH   OTR   0 0 639,602
ICICI BANK LIMITED SPON ADR COM 45104G104 25,641 1,358,850 SH   SOLE   1,311,316 0 47,534
INGREDION INCORPORATED COM 457187102 255 2,864 SH   SOLE   2,864 0 0
INTEL CORPORATION COM 458140100 482 9,043 SH   SOLE   9,043 0 0
INTERPUBLIC GROUP OF COMPANIES INC. COM 460690100 36,643 999,274 SH   SOLE   599,552 0 399,722
INVESCO LTD. COM G491BT108 64,863 2,690,315 SH   DFND 2 2,690,315 0 0
ITAU UNIBANCO HOLDING S.A. SPON ADR PFD COM 465562106 1,183 224,429 SH   SOLE   224,429 0 0
ITURAN LOCATION AND CONTROL LTD. COM M6158M104 635 25,006 SH   SOLE   25,006 0 0
J2 GLOBAL INC. COM 48123V102 457 3,342 SH   SOLE   3,342 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 203 1,562 SH   SOLE   1,562 0 0
JELD-WEN HOLDING INC. COM 47580P103 185,253 7,401,245 SH   DFND 2 6,256,052 0 1,145,193
JOHNSON & JOHNSON COM 478160104 143,076 885,917 SH   SOLE   885,917 0 0
JPMORGAN CHASE & CO. COM 46625H100 280,931 1,716,239 SH   DFND 1 1,614,345 0 101,894
JUNIPER NETWORKS INC. COM 48203R104 53,739 1,952,720 SH   SOLE   1,952,720 0 0
KB FINANCIAL GROUP INC. SPON ADR COM 48241A105 1,556 33,522 SH   SOLE   33,522 0 0
KBR INC. COM 48242W106 13,434 340,972 SH   SOLE   340,972 0 0
KEYCORP COM 493267108 64,157 2,967,479 SH   DFND 2 2,967,479 0 0
LEAR CORPORATION COM 521865204 811,638 5,186,846 SH   DFND 1,2 4,559,465 0 627,381
LENOVO GROUP LIMITED SPON ADR COM 526250105 2,992 107,424 SH   SOLE   107,424 0 0
MASTEC INC. COM 576323109 56,683 656,960 SH   DFND 2 578,687 0 78,273
MAXIMUS INC. COM 577933104 421 5,066 SH   SOLE   5,066 0 0
MCKESSON CORPORATION COM 58155Q103 593,956 2,979,015 SH   DFND 1,2 2,519,001 0 460,014
MERCK & CO. INC. COM 58933Y105 572 7,619 SH   SOLE   7,619 0 0
METLIFE INC. COM 59156R108 328,207 5,316,817 SH   DFND 1 4,904,323 0 412,494
MOHAWK INDUSTRIES INC. COM 608190104 282,079 1,590,075 SH   DFND 1,2 1,541,445 0 48,630
MOOG INC. CLASS A COM 615394202 41,286 541,594 SH   SOLE   420,651 0 120,943
MORGAN STANLEY COM 617446448 170,736 1,754,556 SH   SOLE   1,423,421 0 331,135
MOTORCAR PARTS OF AMERICA INC. COM 620071100 34,457 1,767,003 SH   SOLE   1,367,227 0 399,776
MRC GLOBAL INC. COM 55345K103 20,956 2,855,063 SH   SOLE   2,148,331 0 706,732
MSC INDUSTRIAL DIRECT CO. INC. CLASS A COM 553530106 20,972 261,531 SH   SOLE   261,531 0 0
MURPHY OIL CORPORATION COM 626717102 68,020 2,724,072 SH   SOLE   2,363,781 0 360,291
N-ABLE INC. COM 62878D100 368 29,690 SH   SOLE   29,690 0 0
NEWELL BRANDS INC COM 651229106 579,255 26,163,291 SH   DFND 1,2 22,469,145 0 3,694,146
NEXTIER OILFIELD SOLUTIONS INC. COM 65290C105 60,423 13,135,360 SH   SOLE   9,956,426 0 3,178,934
NOKIA OYJ SPON ADR COM 654902204 364 66,750 SH   SOLE   66,750 0 0
NOV INC COM 62955J103 534,877 40,799,160 SH   DFND 1,2 34,711,340 0 6,087,820
NRG ENERGY INC. COM 629377508 673,032 16,483,758 SH   DFND 1,2 15,417,739 0 1,066,019
OIL COMPANY LUKOIL PJSC SPON ADR COM 69343P105 5,872 62,033 SH   SOLE   62,033 0 0
OLIN CORPORATION COM 680665205 163,729 3,393,354 SH   DFND 2 3,079,773 0 313,581
ORACLE CORPORATION COM 68389X105 256,758 2,946,834 SH   SOLE   2,494,897 0 451,937
ORION ENGINEERED CARBONS SA COM L72967109 52,291 2,868,426 SH   SOLE   2,219,629 0 648,797
OTP BANK NYRT SPON ADR 144A COM 67106E101 1,711 58,286 SH   SOLE   58,286 0 0
PACIFIC BASIN SHIPPING LIMITED UNSPON ADR COM 69402P103 4,126 449,465 SH   SOLE   449,465 0 0
PFIZER INC. COM 717081103 215,992 5,021,894 SH   DFND 1 4,579,048 0 442,846
PHIBRO ANIMAL HEALTH CORPORATION CLASS A COM 71742Q106 29,141 1,352,886 SH   SOLE   1,043,615 0 309,271
POSCO SPON ADR COM 693483109 66,072 957,976 SH   SOLE   957,976 0 0
PVH CORP. COM 693656100 773,343 7,523,521 SH   DFND 1,2 6,330,457 0 1,193,064
QORVO INC. COM 74736K101 270 1,612 SH   SOLE   1,612 0 0
REGENERON PHARMACEUTICALS INC. COM 75886F107 591 977 SH   SOLE   977 0 0
REGIONS FINANCIAL CORPORATION COM 7591EP100 80,246 3,765,633 SH   DFND 2 3,765,633 0 0
REINSURANCE GROUP OF AMERICA INCORPORATED COM 759351604 51,698 464,660 SH   DFND 2 433,119 0 31,541
REUNERT LIMITED UNSPON ADR COM 76131U105 793 127,975 SH   SOLE   127,975 0 0
REV GROUP INC. COM 749527107 62,236 3,626,812 SH   SOLE   2,745,031 0 881,781
ROYAL DUTCH SHELL PLC SPON ADR CLASS A COM 780259206 179,656 4,030,880 SH   DFND 1 3,939,841 0 91,039
RYDER SYSTEM INC. COM 783549108 140,581 1,699,681 SH   DFND 2 1,374,022 0 325,659
SAMSUNG ELECTRONICS CO. LTD. SPON GDR COM 796050888 4,259 2,722 SH   SOLE   2,722 0 0
SASOL LIMITED SPON ADR COM 803866300 2,883 153,043 SH   SOLE   153,043 0 0
SCANSOURCE INC. COM 806037107 55,657 1,599,803 SH   SOLE   1,214,295 0 385,508
SHINHAN FINANCIAL GROUP CO. LTD. SPON ADR COM 824596100 23,049 684,566 SH   SOLE   684,566 0 0
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR COM 825715105 2,571 180,465 SH   SOLE   180,465 0 0
SKECHERS U.S.A. INC. CLASS A COM 830566105 196,016 4,653,758 SH   DFND 1,2 4,282,722 0 371,036
SNAP-ON INCORPORATED COM 833034101 11,779 56,373 SH   SOLE   56,373 0 0
SPECTRUM BRANDS HOLDINGS INC. COM 84790A105 96,391 1,007,541 SH   SOLE   869,592 0 137,949
SS&C TECHNOLOGIES HOLDINGS INC. COM 78467J100 473 6,812 SH   SOLE   6,812 0 0
STANDARD CHARTERED PLC UNSPON ADR COM 853254100 2,525 216,586 SH   SOLE   216,586 0 0
STANLEY BLACK & DECKER INC. COM 854502101 177,500 1,012,492 SH   SOLE   903,860 0 108,632
STEELCASE INC. CLASS A COM 858155203 76,085 6,000,369 SH   SOLE   4,734,870 0 1,265,499
SUMITOMO MITSUI FINANCIAL GROUP INC. SPON ADR COM 86562M209 127 18,154 SH   SOLE   18,154 0 0
SUPER MICRO COMPUTER INC. COM 86800U104 51,366 1,404,606 SH   SOLE   1,079,633 0 324,973
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 15,849 141,954 SH   SOLE   141,954 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 22,231 199,110 SH   OTR   0 0 199,110
TECHNIP ENERGIES NV ADR COM 87854Y109 47,643 3,040,379 SH   SOLE   2,089,575 0 950,804
TECHNIPFMC PLC COM G87110105 157,710 20,944,215 SH   DFND 2 15,974,833 0 4,969,382
TEREX CORPORATION COM 880779103 136,903 3,251,860 SH   DFND 2 2,726,499 0 525,361
TEXTRON INC. COM 883203101 355,704 5,095,312 SH   DFND 1,2 4,455,801 0 639,511
T-MOBILE US INC. COM 872590104 553 4,331 SH   SOLE   4,331 0 0
TRIMAS CORPORATION COM 896215209 55,656 1,719,905 SH   SOLE   1,358,508 0 361,397
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 17,209 559,638 SH   OTR   0 0 559,638
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 199,474 6,486,951 SH   SOLE   4,107,131 0 2,379,820
TRIPLE-S MANAGEMENT CORPORATION CLASS B COM 896749108 59,124 1,671,580 SH   SOLE   1,269,246 0 402,334
TRUEBLUE INC. COM 89785X101 47,784 1,764,551 SH   SOLE   1,357,348 0 407,203
UBS GROUP AG COM H42097107 105,593 6,624,379 SH   DFND 1 6,262,975 0 361,404
UMPQUA HOLDINGS CORPORATION COM 904214103 54,545 2,693,596 SH   SOLE   2,057,937 0 635,659
UNITED THERAPEUTICS CORPORATION COM 91307C102 516 2,796 SH   SOLE   2,796 0 0
UNITEDHEALTH GROUP INCORPORATED COM 91324P102 612 1,565 SH   SOLE   1,565 0 0
UNIVERSAL CORP COM 913456109 41,668 862,152 SH   SOLE   696,277 0 165,875
UNIVEST FINANCIAL CORPORATION COM 915271100 46,850 1,710,469 SH   SOLE   1,302,483 0 407,986
USANA HEALTH SCIENCES INC. COM 90328M107 8,824 95,708 SH   SOLE   74,337 0 21,371
VAREX IMAGING CORPORATION COM 92214X106 34,564 1,225,670 SH   SOLE   940,791 0 284,879
VERIZON COMMUNICATIONS INC. COM 92343V104 12,770 236,442 SH   SOLE   236,442 0 0
VORNADO REALTY TRUST COM 929042109 13,491 321,149 SH   SOLE   321,149 0 0
VOYA FINANCIAL INC. COM 929089100 295,291 4,810,089 SH   DFND 1,2 4,539,207 0 270,882
VTECH HOLDINGS LIMITED UNSPON ADR COM 928929207 1,027 139,730 SH   SOLE   139,730 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 123,672 2,270,870 SH   SOLE   1,933,482 0 337,388
WELLS FARGO & COMPANY COM 949746101 876,218 18,879,940 SH   DFND 1 16,497,364 0 2,382,576
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION COM 929740108 878,294 10,187,842 SH   DFND 1,2 8,745,811 0 1,442,031
WILMAR INTERNATIONAL LIMITED UNSPON ADR COM 971433107 2,662 86,694 SH   SOLE   86,694 0 0
WSFS FINANCIAL CORPORATION COM 929328102 35,698 695,741 SH   SOLE   542,882 0 152,859