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
ABBOTT LABORATORIES Common Stocks 002824100 667 5,636 SH   SOLE   5,636 0 0
ACTIVISION BLIZZARD INC Common Stocks 00507V109 459 5,731 SH   SOLE   5,731 0 0
AERCAP HOLDINGS NV Common Stocks N00985106 43,982 874,740 SH   SOLE   607,700 0 267,040
ALCOA CORP Common Stocks 013872106 387 4,304 SH   SOLE   4,304 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 99,779 917,088 SH   SOLE   656,153 0 260,935
ALLSTATE CORP Common Stocks 020002101 1,398 10,095 SH   SOLE   10,095 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 431 2,606 SH   SOLE   2,606 0 0
AVNET INC Common Stocks 053807103 30,829 759,527 SH   SOLE   66,074 0 693,453
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 351,079 2,653,659 SH   SOLE   1,818,600 0 835,059
BANCO BRADESCO-ADR Equity Depositary Receipts 059460303 171 36,779 SH   SOLE   36,779 0 0
BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 968 2,742 SH   SOLE   2,742 0 0
BIOGEN INC Common Stocks 09062X103 552 2,622 SH   SOLE   2,622 0 0
BURFORD CAPITAL LTD Common Stocks G17977110 1,625 178,272 SH   SOLE   75,941 0 102,331
CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1,129 8,596 SH   SOLE   8,596 0 0
CAPRI HOLDINGS LTD Common Stocks G1890L107 89,747 1,746,384 SH   SOLE   1,315,862 0 430,522
CASEY'S GENERAL STORES INC Common Stocks 147528103 1,652 8,336 SH   SOLE   8,336 0 0
CHEMOURS CO/THE Common Stocks 163851108 4,037 128,252 SH   SOLE   24,221 0 104,031
CIGNA CORP Common Stocks 125523100 28,805 120,215 SH   SOLE   3,615 0 116,600
CITIGROUP INC Common Stocks 172967424 4,775 89,426 SH   SOLE   37,074 0 52,352
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 2,432 27,118 SH   SOLE   27,118 0 0
COMCAST CORP-CLASS A Common Stocks 20030N101 1,474 31,480 SH   SOLE   31,480 0 0
CONOCOPHILLIPS Common Stocks 20825C104 2,102 21,018 SH   SOLE   21,018 0 0
CVS HEALTH CORP Common Stocks 126650100 1,628 16,090 SH   SOLE   16,090 0 0
DISCOVERY INC - A Common Stocks 25470F104 1,039 41,696 SH   SOLE   41,696 0 0
ELI LILLY & CO Common Stocks 532457108 1,180 4,119 SH   SOLE   4,119 0 0
ENTERGY CORP Common Stocks 29364G103 791 6,776 SH   SOLE   6,776 0 0
FRANKLIN RESOURCES INC Common Stocks 354613101 1,074 38,452 SH   SOLE   38,452 0 0
GENERAL ELECTRIC CO Common Stocks 369604301 11,930 130,385 SH   SOLE   28,647 0 101,738
GILEAD SCIENCES INC Common Stocks 375558103 35,436 596,061 SH   SOLE   74,700 0 521,361
HCA HEALTHCARE INC Common Stocks 40412C101 1,133 4,521 SH   SOLE   4,521 0 0
HELLO GROUP INC -SPN ADR Equity Depositary Receipts 423403104 24,745 4,281,201 SH   SOLE   2,703,216 0 1,577,985
HELMERICH & PAYNE Common Stocks 423452101 28,956 676,863 SH   SOLE   77,681 0 599,182
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 558 29,444 SH   SOLE   29,444 0 0
II-VI INC Common Stocks 902104108 46,397 640,047 SH   SOLE   61,841 0 578,206
INTEL CORP Common Stocks 458140100 3,640 73,442 SH   SOLE   17,272 0 56,170
INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 697 19,649 SH   SOLE   19,649 0 0
INTL FLAVORS & FRAGRANCES Common Stocks 459506101 822 6,261 SH   SOLE   6,261 0 0
INVESCO LTD Common Stocks G491BT108 355 15,407 SH   SOLE   15,407 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 15,454 292,188 SH   SOLE   0 0 292,188
ISHARES MSCI INDIA ETF ETF 46429B598 12,274 275,396 SH   SOLE   0 0 275,396
ISHARES MSCI TAIWAN ETF ETF 46434G772 22,879 372,311 SH   SOLE   0 0 372,311
LAS VEGAS SANDS CORP Common Stocks 517834107 35,673 917,760 SH   SOLE   64,166 0 853,594
LEAR CORP Common Stocks 521865204 6,908 48,446 SH   SOLE   9,192 0 39,254
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,042 40,865 SH   SOLE   40,865 0 0
LYONDELLBASELL INDU-CL A Common Stocks N53745100 596 5,795 SH   SOLE   5,795 0 0
MAGNA INTERNATIONAL INC Common Stocks 559222401 3,063 47,700 SH   SOLE   20,400 0 27,300
MANPOWERGROUP INC Common Stocks 56418H100 1,170 12,457 SH   SOLE   12,457 0 0
MCKESSON CORP Common Stocks 58155Q103 776 2,535 SH   SOLE   2,535 0 0
MELCO RESORTS & ENTERT-ADR Equity Depositary Receipts 585464100 162,767 21,304,591 SH   SOLE   14,572,499 0 6,732,092
METLIFE INC Common Stocks 59156R108 868 12,350 SH   SOLE   8,845 0 3,505
MICRON TECHNOLOGY INC Common Stocks 595112103 31,913 409,723 SH   SOLE   31,164 0 378,559
MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105 801 12,758 SH   SOLE   12,758 0 0
NCR CORPORATION Common Stocks 62886E108 710 17,668 SH   SOLE   17,668 0 0
NEWMONT CORP Common Stocks 651639106 1,584 19,936 SH   SOLE   19,936 0 0
NOV INC Common Stocks 62955J103 5,665 288,888 SH   SOLE   58,065 0 230,823
NXP SEMICONDUCTORS NV Common Stocks N6596X109 833 4,502 SH   SOLE   4,502 0 0
PETROLEO BRASILEIRO-SPON ADR Equity Depositary Receipts 71654V408 190,062 12,842,024 SH   SOLE   8,727,932 0 4,114,092
PFIZER INC Common Stocks 717081103 745 14,400 SH   SOLE   14,400 0 0
POSCO HOLDINGS INC -SPON ADR Equity Depositary Receipts 693483109 2,998 50,588 SH   SOLE   29,394 0 21,194
RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 782 7,893 SH   SOLE   7,893 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 93,597 590,477 SH   SOLE   287,238 0 303,239
SABRE CORP Common Stocks 78573M104 9,085 794,835 SH   SOLE   356,492 0 438,343
SK TELECOM CO LTD-SPON ADR Equity Depositary Receipts 78440P306 357 13,940 SH   SOLE   13,940 0 0
SUNCOR ENERGY INC Common Stocks 867224107 7,845 240,909 SH   SOLE   0 0 240,909
TAPESTRY INC Common Stocks 876030107 653 17,577 SH   SOLE   17,577 0 0
TE CONNECTIVITY LTD Common Stocks H84989104 791 6,037 SH   SOLE   6,037 0 0
TECHNIPFMC PLC Common Stocks G87110105 51,702 6,671,188 SH   SOLE   6,158,244 0 512,944
TRIP.COM GROUP LTD-ADR Equity Depositary Receipts 89677Q107 114,527 4,953,607 SH   SOLE   2,980,544 0 1,973,063
UBS GROUP AG-REG Common Stocks H42097107 166,802 8,481,225 SH   SOLE   6,920,248 0 1,560,977
WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 47,391 1,933,540 SH   SOLE   1,039,347 0 894,193
WELLS FARGO & CO Common Stocks 949746101 6,282 129,625 SH   SOLE   27,958 0 101,667