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 2,531 12,183 SH   SOLE   7,333 0 4,850
ABBOTT LABS COM 002824100 7,104 88,871 SH   SOLE   57,742 0 31,129
ABBVIE INC COM 00287Y109 57,936 718,898 SH   SOLE   628,626 0 90,272
ACADIA HEALTHCARE COMPANY IN COM 00404A109 225,135 7,681,182 SH   SOLE 1 4,763,510 0 2,917,672
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,872 129,940 SH   SOLE   91,220 15,705 23,015
ADOBE INC COM 00724F101 811,114 3,043,693 SH   SOLE 1 1,874,172 0 1,169,521
AGNICO EAGLE MINES LTD COM 008474108 1,486 34,152 SH   SOLE   34,152 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 83,425 919,693 SH   SOLE 1 487,705 0 431,988
AMERICAN EXPRESS CO COM 025816109 1,530 14,000 SH   SOLE   13,000 0 1,000
AMERIPRISE FINL INC COM 03076C106 388,101 3,029,669 SH   SOLE 1 1,860,893 0 1,168,776
AMGEN INC COM 031162100 476,465 2,507,977 SH   SOLE 1 1,550,237 0 957,740
ANSYS INC COM 03662Q105 477,913 2,615,689 SH   SOLE 1 1,598,331 0 1,017,358
APPLE INC COM 037833100 380 2,000 SH   SOLE   2,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 381 8,839 SH   SOLE   8,839 0 0
AT&T INC COM 00206R102 283 9,026 SH   SOLE   9,026 0 0
AXALTA COATING SYS LTD COM G0750C108 1,061 42,072 SH   SOLE   39,372 0 2,700
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 248,482 43,365,082 SH   SOLE 1 23,937,506 200,497 19,227,079
BANK AMER CORP COM 060505104 515,157 18,671,857 SH   SOLE 1 11,464,538 0 7,207,319
BECTON DICKINSON & CO COM 075887109 300 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 713 3,550 SH   SOLE   3,550 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,506 5 SH   SOLE   3 0 2
BOK FINL CORP COM NEW 05561Q201 225,474 2,764,855 SH   SOLE 1 1,694,657 0 1,070,198
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 12,215 261,839 SH   SOLE   199,189 46,451 16,199
CAMECO CORP COM 13321L108 5,690 482,623 SH   SOLE   380,137 73,178 29,308
CAPITAL ONE FINL CORP COM 14040H105 344,992 4,223,185 SH   SOLE 1 2,597,141 0 1,626,044
CHEVRON CORP NEW COM 166764100 538 4,370 SH   SOLE   2,720 0 1,650
CHUBB LIMITED COM H1467J104 341,168 2,435,526 SH   SOLE 1 1,506,186 0 929,340
CHURCH & DWIGHT INC COM 171340102 3,540 49,696 SH   SOLE   31,296 0 18,400
CINTAS CORP COM 172908105 3,700 18,309 SH   SOLE   12,409 0 5,900
COCA COLA CO COM 191216100 450,060 9,604,363 SH   SOLE 1 5,908,800 0 3,695,563
COCA COLA EUROPEAN PARTNERS SHS G25839104 16,398 316,932 SH   SOLE   224,398 37,312 55,222
COLGATE PALMOLIVE CO COM 194162103 1,834 26,762 SH   SOLE   26,762 0 0
COSTCO WHSL CORP NEW COM 22160K105 266 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 233,176 2,402,139 SH   SOLE 1 1,478,723 0 923,416
DANAHER CORPORATION COM 235851102 616,235 4,667,739 SH   SOLE 1 2,888,883 0 1,778,856
DONALDSON INC COM 257651109 746 14,900 SH   SOLE   4,900 0 10,000
DOVER CORP COM 260003108 595 6,339 SH   SOLE   4,739 0 1,600
DOWDUPONT INC COM 26078J100 55,655 1,043,985 SH   SOLE   1,038,800 0 5,185
EAST WEST BANCORP INC COM 27579R104 272,692 5,684,634 SH   SOLE 1 3,478,694 0 2,205,940
ECOLAB INC COM 278865100 62,853 356,028 SH   SOLE   355,278 0 750
EMERSON ELEC CO COM 291011104 1,035 15,109 SH   SOLE   1,509 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 251,576 2,201,018 SH   SOLE 1 1,341,572 0 859,446
EXXON MOBIL CORP COM 30231G102 3,951 48,901 SH   SOLE   31,201 0 17,700
FRANKLIN ELEC INC COM 353514102 1,509 29,534 SH   SOLE   13,534 0 16,000
GENERAL DYNAMICS CORP COM 369550108 321,313 1,898,116 SH   SOLE 1 1,355,613 0 542,503
HALLIBURTON CO COM 406216101 245,941 8,393,886 SH   SOLE 1 5,155,257 0 3,238,629
HOME DEPOT INC COM 437076102 409,992 2,136,599 SH   SOLE 1 1,293,364 0 843,235
HONEYWELL INTL INC COM 438516106 58,813 370,081 SH   SOLE   8,081 0 362,000
ILLINOIS TOOL WKS INC COM 452308109 2,267 15,795 SH   SOLE   10,295 0 5,500
ING GROEP N V SPONSORED ADR 456837103 7,727 636,492 SH   SOLE   472,021 134,325 30,146
INTEL CORP COM 458140100 256 4,766 SH   SOLE   4,766 0 0
INTUIT COM 461202103 1,147 4,386 SH   SOLE   4,386 0 0
ISHARES INC MSCI STH KOR ETF 464286772 586 9,620 SH   SOLE   7,470 0 2,150
ISHARES TR GLOB HLTHCRE ETF 464287325 544 8,900 SH   SOLE   8,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,793 43,056 SH   SOLE   43,056 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 342 7,970 SH   SOLE   7,970 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 10,675 86,447 SH   SOLE   86,379 0 68
SMUCKER J M CO COM NEW 832696405 2,052 17,618 SH   SOLE   10,318 0 7,300
JOHNSON & JOHNSON COM 478160104 6,141 43,933 SH   SOLE   22,372 0 21,561
JOHNSON CTLS INTL PLC SHS G51502105 377,799 10,227,377 SH   SOLE 1 6,296,605 0 3,930,772
JPMORGAN CHASE & CO COM 46625H100 308,964 3,052,097 SH   SOLE 1 1,887,844 0 1,164,253
KIMBERLY CLARK CORP COM 494368103 1,275 10,290 SH   SOLE   9,490 0 800
KROGER CO COM 501044101 174,379 7,088,576 SH   SOLE 1 4,574,899 0 2,513,677
LENNAR CORP CL A 526057104 367,740 7,491,145 SH   SOLE 1 4,652,218 0 2,838,927
LENNAR CORP CL B 526057302 4,666 119,271 SH   SOLE 1 69,109 0 50,162
LOWES COS INC COM 548661107 41,329 377,535 SH   SOLE   338,959 0 38,576
MARTIN MARIETTA MATLS INC COM 573284106 395,688 1,966,837 SH   SOLE 1 1,215,207 0 751,630
MASCO CORP COM 574599106 240 6,100 SH   SOLE   6,100 0 0
MEDTRONIC PLC SHS G5960L103 451,762 4,960,062 SH   SOLE 1 3,036,145 0 1,923,917
MICROCHIP TECHNOLOGY INC COM 595017104 465,965 5,616,739 SH   SOLE 1 3,478,681 0 2,138,058
MICROSOFT CORP COM 594918104 708,963 6,011,219 SH   SOLE 1 3,740,214 0 2,271,005
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 169,279 34,197,755 SH   SOLE 1 18,688,713 0 15,509,042
MONDELEZ INTL INC CL A 609207105 341,156 6,834,054 SH   SOLE 1 4,211,516 0 2,622,538
MORGAN STANLEY COM NEW 617446448 31,089 736,710 SH   SOLE   736,710 0 0
NATIONAL FUEL GAS CO N J COM 636180101 355,217 5,827,057 SH   SOLE 1 3,577,563 0 2,249,494
NORDSTROM INC COM 655664100 1,009 22,733 SH   SOLE   22,733 0 0
NOVARTIS A G SPONSORED ADR 66987V109 336,498 3,500,084 SH   SOLE 1 2,179,858 18,640 1,301,586
ORIX CORP SPONSORED ADR 686330101 7,079 98,499 SH   SOLE   73,517 17,597 7,385
OSHKOSH CORP COM 688239201 429,369 5,715,012 SH   SOLE 1 3,531,924 0 2,183,088
PARKER HANNIFIN CORP COM 701094104 393,398 2,292,264 SH   SOLE 1 1,391,405 0 900,859
PAYPAL HLDGS INC COM 70450Y103 543,103 5,230,187 SH   SOLE 1 3,230,711 0 1,999,476
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,042 45,731 SH   SOLE   44,181 0 1,550
PEPSICO INC COM 713448108 4,989 40,707 SH   SOLE   20,547 0 20,160
PFIZER INC COM 717081103 3,430 80,774 SH   SOLE   35,765 0 45,009
PHILLIPS 66 COM 718546104 415,409 4,364,912 SH   SOLE 1 2,686,871 0 1,678,041
PIONEER NAT RES CO COM 723787107 268,599 1,763,851 SH   SOLE 1 1,081,303 0 682,548
PNC FINL SVCS GROUP INC COM 693475105 38,384 312,930 SH   SOLE   312,930 0 0
PPG INDS INC COM 693506107 418,063 3,703,936 SH   SOLE 1 2,280,870 0 1,423,066
PROCTER AND GAMBLE CO COM 742718109 301 2,896 SH   SOLE   2,896 0 0
SCHLUMBERGER LTD COM 806857108 5,981 137,279 SH   SOLE   94,589 17,315 25,375
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 15,493 344,141 SH   SOLE   258,298 34,239 51,604
SONY CORP SPONSORED ADR 835699307 295,443 6,994,379 SH   SOLE 1 3,851,644 35,390 3,107,345
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,759 66,409 SH   SOLE   49,108 0 17,301
STARBUCKS CORP COM 855244109 297 4,000 SH   SOLE   0 0 4,000
STRYKER CORP COM 863667101 279 1,413 SH   SOLE   1,413 0 0
SUN CMNTYS INC COM 866674104 248,385 2,095,725 SH   SOLE 1 1,271,015 0 824,710
TOTAL S A SPONSORED ADS 89151E109 9,756 175,311 SH   SOLE   134,980 28,430 11,901
TWITTER INC COM 90184L102 353,351 10,746,686 SH   SOLE 1 6,558,952 0 4,187,734
TYSON FOODS INC CL A 902494103 133,737 1,926,207 SH   SOLE 1 1,026,899 0 899,308
UBS GROUP AG SHS H42097107 6,895 569,376 SH   SOLE   427,028 104,920 37,428
UNILEVER N V N Y SHS NEW 904784709 347,066 5,954,128 SH   SOLE 1 3,309,593 34,386 2,610,149
UNILEVER PLC SPON ADR NEW 904767704 1,096 18,991 SH   SOLE   18,698 0 293
UNION PACIFIC CORP COM 907818108 845 5,053 SH   SOLE   5,053 0 0
UNITED TECHNOLOGIES CORP COM 913017109 245 1,904 SH   SOLE   804 0 1,100
US BANCORP DEL COM NEW 902973304 627 13,012 SH   SOLE   13,012 0 0
V F CORP COM 918204108 8,066 92,810 SH   SOLE   51,910 0 40,900
VISA INC COM CL A 92826C839 422 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 307,860 4,865,821 SH   SOLE 1 2,985,989 0 1,879,832
WELLS FARGO CO NEW COM 949746101 319 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 284,155 5,049,844 SH   SOLE   1,842,598 0 3,207,246
GRAINGER W W INC COM 384802104 913 3,034 SH   SOLE   2,384 0 650
ZIMMER BIOMET HLDGS INC COM 98956P102 577 4,517 SH   SOLE   2,017 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 9,304 934,580 SH   SOLE   709,180 0 225,400
AIA GROUP LTD SPONS ADR FOREIGN 001317205 9,605 241,193 SH   SOLE   176,788 49,173 15,232
AKZO NOBEL NV FOREIGN 005458314 4,894 55,230 SH   SOLE   35,702 0 19,528
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 7,204 243,667 SH   SOLE   180,620 50,115 12,932
AMUNDI SA FOREIGN 000BYZR01 5,269 83,725 SH   SOLE   53,846 0 29,879
ASSA ABLOY AB FOREIGN 00BYPC1T4 7,481 346,349 SH   SOLE   266,564 0 79,785
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 8,777 811,210 SH   SOLE   597,659 163,467 50,084
ASTELLAS PHARMA INC FOREIGN 006985383 6,754 451,486 SH   SOLE   337,086 0 114,400
ASTELLAS PHARMA INC SPONS ADR FOREIGN 04623U102 6,631 442,510 SH   SOLE   311,325 101,144 30,041
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 5,452 954,173 SH   SOLE   718,373 0 235,800
BASF SE SPONS ADR FOREIGN 055262505 8,112 440,965 SH   SOLE   332,748 80,547 27,670
BASF SE FOREIGN 005086577 3,033 41,233 SH   SOLE   25,033 0 16,200
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 5,908 126,672 SH   SOLE   74,672 0 52,000
CAMECO CORP FOREIGN 002166160 3,478 294,802 SH   SOLE   216,302 0 78,500
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 5,141 271,079 SH   SOLE   173,035 0 98,044
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 7,446 196,360 SH   SOLE   144,861 41,823 9,676
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 12,526 532,725 SH   SOLE   400,801 94,951 36,973
COMPASS GROUP PLC FOREIGN 00BD6K457 7,432 315,948 SH   SOLE   215,348 0 100,600
DASSAULT SYSTEMES SE FOREIGN 005330047 12,464 83,695 SH   SOLE   63,871 0 19,824
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 12,300 82,521 SH   SOLE   60,076 17,028 5,417
DBS GROUP HOLDINGS LTD SPONSORED ADR FOREIGN 23304Y100 10,315 138,441 SH   SOLE   106,040 22,869 9,532
DBS GROUP HOLDINGS LTD FOREIGN 006175203 5,801 311,702 SH   SOLE   207,602 0 104,100
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 8,899 483,860 SH   SOLE   363,858 85,922 34,080
ERSTE GROUP BANK AG FOREIGN 005289837 6,997 190,392 SH   SOLE   141,992 0 48,400
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 13,048 481,632 SH   SOLE   364,747 86,720 30,165
EXPERIAN PLC FOREIGN 00B19NLV4 6,505 240,039 SH   SOLE   143,539 0 96,500
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 12,447 235,658 SH   SOLE   176,838 42,290 16,530
HEINEKEN NV FOREIGN 007792559 8,933 84,638 SH   SOLE   61,238 0 23,400
HOSHIZAKI CORP FOREIGN 00J235410 6,517 105,313 SH   SOLE   79,963 0 25,350
KDDI CORP ADR FOREIGN 48667L106 8,518 790,662 SH   SOLE   597,239 137,538 55,885
KDDI CORP FOREIGN 006248990 4,997 232,270 SH   SOLE   156,670 0 75,600
KUBOTA CORP FOREIGN 006497509 7,219 500,370 SH   SOLE   396,670 0 103,700
KUBOTA CORP ADR FOREIGN 501173207 7,529 104,201 SH   SOLE   76,301 20,797 7,103
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 13,047 35,470 SH   SOLE   26,360 0 9,110
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 13,624 185,010 SH   SOLE   135,156 38,226 11,628
MARUI GROUP CO LTD FOREIGN 006569527 7,458 369,940 SH   SOLE   272,160 0 97,780
MARUI GROUP CO LTD ADR FOREIGN 573814308 8,187 202,736 SH   SOLE   150,354 41,565 10,817
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 590 118,900 SH   SOLE   118,900 0 0
NIDEC CORP FOREIGN 006640682 9,964 78,761 SH   SOLE   59,961 0 18,800
NIDEC CORP SPONS ADR FOREIGN 654090109 10,569 333,637 SH   SOLE   247,609 62,832 23,196
NOVARTIS AG FOREIGN 007103065 6,588 68,454 SH   SOLE   46,854 0 21,600
ORIX CORP FOREIGN 006661144 5,834 406,900 SH   SOLE   312,700 0 94,200
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 968 184,812 SH   SOLE   181,112 0 3,700
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 8,606 517,425 SH   SOLE   389,515 95,184 32,726
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 4,471 53,745 SH   SOLE   33,145 0 20,600
SAFRAN SA FOREIGN 00B058TZ6 6,788 49,495 SH   SOLE   32,007 0 17,488
SAFRAN SA SPONS ADR FOREIGN 786584102 10,811 315,029 SH   SOLE   233,930 64,047 17,052
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 4,897 124,500 SH   SOLE   76,500 0 48,000
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 2,516 78,800 SH   SOLE   78,800 0 0
SAMSUNG ELECTRONICS CO LTD ADR FOREIGN 796050888 1,040 1,060 SH   SOLE   1,060 0 0
SHINSEI BANK LTD FOREIGN 006730936 3,091 217,535 SH   SOLE   142,575 0 74,960
SHINSEI BANK LTD SPONS ADR FOREIGN 824631105 4,586 1,611,305 SH   SOLE   1,216,567 310,536 84,202
SONY CORP FOREIGN 006821506 7,553 180,270 SH   SOLE   137,270 0 43,000
SYMRISE AG FOREIGN 00B1JB4K8 9,244 102,437 SH   SOLE   78,019 0 24,418
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 8,817 391,063 SH   SOLE   287,577 80,450 23,036
TORAY INDUSTRIES INC FOREIGN 006897143 6,003 941,398 SH   SOLE   731,198 0 210,200
TORAY INDUSTRIES INC ADR FOREIGN 890880206 5,768 451,598 SH   SOLE   334,605 85,625 31,368
TOTAL SA FOREIGN 00B15C557 5,049 90,892 SH   SOLE   64,792 0 26,100
UBS GROUP AG FOREIGN 00BRJL176 5,462 450,368 SH   SOLE   330,768 0 119,600
UNILEVER NV FOREIGN 00B12T3J1 7,009 120,659 SH   SOLE   82,859 0 37,800