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 COM 88579Y101 2,408 12,583 SH   SOLE   8,633 0 3,950
ABBOTT LABS COM 002824100 4,246 95,603 SH   SOLE   68,128 0 27,475
ABBVIE INC COM 00287Y109 294,954 4,526,623 SH   SOLE 1 2,846,290 0 1,680,333
ACADIA HEALTHCARE COMPANY IN COM 00404A109 140,071 3,212,629 SH   SOLE 1 1,875,188 0 1,337,441
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 13,070 109,025 SH   SOLE   103,686 1,084 4,255
ADOBE SYS INC COM 00724F101 400,010 3,073,924 SH   SOLE 1 1,907,125 0 1,166,799
AES CORP COM 00130H105 169,376 15,149,977 SH   SOLE 1 9,732,955 8,188 5,408,834
AGNICO EAGLE MINES LTD COM 008474108 3,036 71,540 SH   SOLE   71,540 0 0
AMERICAN EXPRESS CO COM 025816109 1,389 17,555 SH   SOLE   16,555 0 1,000
AMERIPRISE FINL INC COM 03076C106 306,078 2,360,259 SH   SOLE 1 1,477,980 0 882,279
AMGEN INC COM 031162100 236,481 1,441,342 SH   SOLE 1 921,265 0 520,077
ANSYS INC COM 03662Q105 202,459 1,894,434 SH   SOLE 1 1,101,127 0 793,307
APPLE INC COM 037833100 575 4,000 SH   SOLE   4,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 216,704 4,706,865 SH   SOLE 1 2,897,200 0 1,809,665
AT&T INC COM 00206R102 292 7,030 SH   SOLE   7,030 0 0
AXALTA COATING SYS LTD COM G0750C108 2,283 70,900 SH   SOLE   55,100 0 15,800
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 257,015 33,764,483 SH   SOLE 1 19,311,942 13,722 14,438,819
BANK AMER CORP COM 060505104 342,373 14,513,466 SH   SOLE 1 8,887,190 0 5,626,276
BAXTER INTL INC COM 071813109 349,006 6,729,772 SH   SOLE 1 4,243,676 0 2,486,096
BECTON DICKINSON & CO COM 075887109 220 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,249 5 SH   SOLE   2 0 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 442 2,650 SH   SOLE   2,350 0 300
BOK FINL CORP COM NEW 05561Q201 147,109 1,879,501 SH   SOLE 1 1,154,836 0 724,665
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 11,252 308,631 SH   SOLE   293,173 3,053 12,405
CAMECO CORP COM 13321L108 8,845 799,083 SH   SOLE   750,928 5,813 42,342
CHEVRON CORP NEW COM 166764100 487 4,540 SH   SOLE   2,890 0 1,650
CHUBB LIMITED COM H1467J104 260,563 1,912,393 SH   SOLE 1 1,186,150 0 726,243
CHURCH & DWIGHT INC COM 171340102 2,477 49,666 SH   SOLE   33,266 0 16,400
CINTAS CORP COM 172908105 2,453 19,382 SH   SOLE   14,282 0 5,100
COCA COLA CO COM 191216100 221,190 5,211,828 SH   SOLE 1 3,234,632 0 1,977,196
COLGATE PALMOLIVE CO COM 194162103 1,959 26,762 SH   SOLE   26,762 0 0
COTY INC COM CL A 222070203 93,111 5,135,754 SH   SOLE 1 3,179,861 0 1,955,893
CULLEN FROST BANKERS INC COM 229899109 154,299 1,734,287 SH   SOLE 1 1,061,024 0 673,263
DANAHER CORP DEL COM 235851102 242,265 2,832,519 SH   SOLE 1 1,778,728 0 1,053,791
DEERE & CO COM 244199105 70,113 644,067 SH   SOLE 1 439,226 0 204,841
DISNEY WALT CO COM DISNEY 254687106 712 6,282 SH   SOLE   5,557 0 725
DONALDSON INC COM 257651109 678 14,900 SH   SOLE   4,900 0 10,000
DOVER CORP COM 260003108 612 7,620 SH   SOLE   6,170 0 1,450
DOW CHEM CO COM 260543103 267,127 4,204,077 SH   SOLE 1 2,606,915 0 1,597,162
EMERSON ELEC CO COM 291011104 982 16,399 SH   SOLE   4,399 0 12,000
EQT CORP COM 26884L109 206,502 3,379,750 SH   SOLE 1 2,096,774 0 1,282,976
EXXON MOBIL CORP COM 30231G102 4,193 51,131 SH   SOLE   35,731 0 15,400
FIRST REP BK SAN FRANCISCO C COM 33616C100 201,395 2,146,839 SH   SOLE 1 1,349,794 0 797,045
FRANKLIN ELEC INC COM 353514102 1,375 31,934 SH   SOLE   18,334 0 13,600
GENERAL DYNAMICS CORP COM 369550108 250,807 1,339,779 SH   SOLE 1 1,004,336 0 335,443
GENERAL ELECTRIC CO COM 369604103 83,698 2,808,659 SH   SOLE   1,151,659 0 1,657,000
GRAINGER W W INC COM 384802104 706 3,033 SH   SOLE   2,383 0 650
HALLIBURTON CO COM 406216101 203,317 4,131,623 SH   SOLE 1 2,570,318 0 1,561,305
HOME DEPOT INC COM 437076102 322,319 2,195,181 SH   SOLE 1 1,300,519 0 894,662
HONEYWELL INTL INC COM 438516106 300 2,400 SH   SOLE   2,400 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,106 15,901 SH   SOLE   11,001 0 4,900
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 212 1,600 SH   SOLE   1,600 0 0
INTUIT COM 461202103 688 5,930 SH   SOLE   5,930 0 0
ISHARES MSCI STH KOR ETF 464286772 221 3,580 SH   SOLE   3,580 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 412 10,470 SH   SOLE   10,470 0 0
ISHARES TR MSCI EAFE ETF 464287465 639 10,259 SH   SOLE   10,259 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 8,946 77,836 SH   SOLE   77,823 0 13
JOHNSON & JOHNSON COM 478160104 5,637 45,258 SH   SOLE   25,952 0 19,306
JPMORGAN CHASE & CO COM 46625H100 203,014 2,311,179 SH   SOLE 1 1,434,543 0 876,636
KIMBERLY CLARK CORP COM 494368103 1,356 10,300 SH   SOLE   9,500 0 800
KINDER MORGAN INC DEL COM 49456B101 2,076 95,500 SH   SOLE   95,500 0 0
KROGER CO COM 501044101 27,721 940,000 SH   SOLE   940,000 0 0
LENNAR CORP CL A 526057104 295,242 5,767,575 SH   SOLE 1 3,607,217 0 2,160,358
LOWES COS INC COM 548661107 39,453 479,902 SH   SOLE   417,401 0 62,501
M & T BK CORP COM 55261F104 217,405 1,405,059 SH   SOLE 1 877,610 0 527,449
MARTIN MARIETTA MATLS INC COM 573284106 337,136 1,544,722 SH   SOLE 1 970,156 0 574,566
MASCO CORP COM 574599106 207 6,100 SH   SOLE   6,100 0 0
MEDTRONIC PLC SHS G5960L103 326,062 4,047,445 SH   SOLE 1 2,601,501 1,271 1,444,673
MICROCHIP TECHNOLOGY INC COM 595017104 325,652 4,413,824 SH   SOLE 1 2,759,126 0 1,654,698
MICROSOFT CORP COM 594918104 345,096 5,239,836 SH   SOLE 1 3,258,256 0 1,981,580
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 154,734 24,405,996 SH   SOLE 1 13,737,508 0 10,668,488
MONDELEZ INTL INC CL A 609207105 242,010 5,617,684 SH   SOLE 1 3,472,365 1,106 2,144,213
MORGAN STANLEY COM NEW 617446448 31,273 730,000 SH   SOLE   730,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 190,490 3,195,059 SH   SOLE 1 2,019,012 0 1,176,047
NATIONAL GRID PLC SPON ADR NEW 636274300 6,273 98,818 SH   SOLE   94,077 1,329 3,412
NORDSTROM INC COM 655664100 1,077 23,133 SH   SOLE   23,133 0 0
NOVARTIS A G SPONSORED ADR 66987V109 213,419 2,873,554 SH   SOLE 1 1,671,722 1,300 1,200,532
ORIX CORP SPONSORED ADR 686330101 8,839 118,921 SH   SOLE   112,886 1,216 4,819
OSHKOSH CORP COM 688239201 292,803 4,268,889 SH   SOLE 1 2,648,008 0 1,620,881
PAYPAL HLDGS INC COM 70450Y103 194,146 4,512,925 SH   SOLE 1 2,791,397 0 1,721,528
PENSKE AUTOMOTIVE GRP INC COM 70959W103 1,836 39,215 SH   SOLE   30,465 0 8,750
PEPSICO INC COM 713448108 4,732 42,307 SH   SOLE   24,247 0 18,060
PFIZER INC COM 717081103 2,701 78,951 SH   SOLE   34,051 0 44,900
PHILLIPS 66 COM 718546104 264,281 3,336,048 SH   SOLE 1 2,063,321 0 1,272,727
PIONEER NAT RES CO COM 723787107 228,006 1,224,326 SH   SOLE 1 757,246 0 467,080
PPG INDS INC COM 693506107 240,388 2,287,666 SH   SOLE 1 1,422,740 0 864,926
PROCTER AND GAMBLE CO COM 742718109 372 4,139 SH   SOLE   4,139 0 0
SCHLUMBERGER LTD COM 806857108 13,125 168,049 SH   SOLE   157,580 1,166 9,303
SCHWAB CHARLES CORP NEW COM 808513105 9,096 222,889 SH   SOLE   222,889 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 10,295 235,741 SH   SOLE   224,292 2,262 9,187
SMUCKER J M CO COM NEW 832696405 2,309 17,617 SH   SOLE   11,717 0 5,900
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,673 11,340 SH   SOLE   11,340 0 0
STARBUCKS CORP COM 855244109 234 4,000 SH   SOLE   0 0 4,000
TEXAS INSTRS INC COM 882508104 3,478 43,175 SH   SOLE   32,075 0 11,100
TIME WARNER INC COM NEW 887317303 223,976 2,292,246 SH   SOLE 1 1,383,410 0 908,836
TOTAL S A SPONSORED ADR 89151E109 8,047 159,586 SH   SOLE   151,578 1,623 6,385
UBS GROUP AG SHS H42097107 10,740 673,389 SH   SOLE   638,069 6,721 28,599
UNILEVER N V N Y SHS NEW 904784709 238,127 4,793,202 SH   SOLE 1 2,784,327 2,584 2,006,291
UNILEVER PLC SPON ADR NEW 904767704 545 11,043 SH   SOLE   11,043 0 0
UNION PAC CORP COM 907818108 575 5,432 SH   SOLE   5,432 0 0
UNITED TECHNOLOGIES CORP COM 913017109 817 7,283 SH   SOLE   6,083 0 1,200
US BANCORP DEL COM NEW 902973304 670 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 5,192 94,454 SH   SOLE   58,854 0 35,600
VISA INC COM CL A 92826C839 240 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 296,886 3,574,786 SH   SOLE 1 2,253,273 0 1,321,513
WELLS FARGO & CO NEW COM 949746101 367 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 240,986 4,494,335 SH   SOLE   4,493,835 0 500
ZIMMER BIOMET HLDGS INC COM 98956P102 549 4,500 SH   SOLE   2,000 0 2,500