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 1,731 9,984 SH   SOLE   5,134 0 4,850
ABBOTT LABS COM 002824100 6,837 81,297 SH   SOLE   50,268 0 31,029
ABBVIE INC COM 00287Y109 6,082 83,641 SH   SOLE   52,401 0 31,240
ACADIA HEALTHCARE COMPANY IN COM 00404A109 258,905 7,407,859 SH   SOLE 1 4,642,895 0 2,764,964
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,744 123,093 SH   SOLE   87,284 14,032 21,777
ADOBE INC COM 00724F101 867,527 2,944,264 SH   SOLE 1 1,829,026 0 1,115,238
AGNICO EAGLE MINES LTD COM 008474108 1,740 33,950 SH   SOLE   33,950 0 0
ALCON INC ORD SHS H01301128 372,931 6,010,169 SH   SOLE 1 3,755,269 29,558 2,225,342
ALLEGION PUB LTD CO ORD SHS G0176J109 456,599 4,130,249 SH   SOLE 1 2,542,377 0 1,587,872
AMERICAN EXPRESS CO COM 025816109 1,728 14,000 SH   SOLE   13,000 0 1,000
AMERIPRISE FINL INC COM 03076C106 426,395 2,937,416 SH   SOLE 1 1,835,773 0 1,101,643
AMGEN INC COM 031162100 469,055 2,545,339 SH   SOLE 1 1,591,680 0 953,659
ANSYS INC COM 03662Q105 519,092 2,534,381 SH   SOLE 1 1,579,496 0 954,885
APPLE INC COM 037833100 396 2,000 SH   SOLE   2,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 289 7,088 SH   SOLE   7,088 0 0
AT&T INC COM 00206R102 302 9,007 SH   SOLE   9,007 0 0
AXALTA COATING SYS LTD COM G0750C108 1,242 41,721 SH   SOLE   39,021 0 2,700
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 237,690 42,750,010 SH   SOLE 1 24,024,293 197,568 18,528,149
BANK AMER CORP COM 060505104 541,559 18,674,444 SH   SOLE 1 11,603,435 0 7,071,009
BECTON DICKINSON & CO COM 075887109 302 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 757 3,550 SH   SOLE   3,550 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,592 5 SH   SOLE   3 0 2
BOK FINL CORP COM NEW 05561Q201 214,522 2,842,102 SH   SOLE 1 1,758,351 0 1,083,751
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 13,270 277,726 SH   SOLE   218,299 45,629 13,798
CAMECO CORP COM 13321L108 5,439 506,917 SH   SOLE   409,699 71,611 25,607
CAPITAL ONE FINL CORP COM 14040H105 373,290 4,113,838 SH   SOLE 1 2,567,360 0 1,546,478
CARNIVAL CORP UNIT 99/99/9999 143658300 8,129 174,634 SH   SOLE   131,424 34,643 8,567
CHEVRON CORP NEW COM 166764100 545 4,381 SH   SOLE   2,731 0 1,650
CHUBB LIMITED COM H1467J104 350,508 2,379,711 SH   SOLE 1 1,482,305 0 897,406
CHURCH & DWIGHT INC COM 171340102 2,957 40,477 SH   SOLE   22,077 0 18,400
CINTAS CORP COM 172908105 3,396 14,313 SH   SOLE   8,413 0 5,900
COCA COLA CO COM 191216100 475,608 9,340,296 SH   SOLE 1 5,842,657 0 3,497,639
COCA COLA EUROPEAN PARTNERS SHS G25839104 19,328 342,088 SH   SOLE   241,376 36,886 63,826
COLGATE PALMOLIVE CO COM 194162103 1,920 26,785 SH   SOLE   26,785 0 0
COMMERCE BANCSHARES INC COM 200525103 179,985 3,016,838 SH   SOLE 1 1,536,418 0 1,480,420
CORTEVA INC COM 22052L104 10,684 361,326 SH   SOLE   359,599 0 1,727
COSTCO WHSL CORP NEW COM 22160K105 291 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 230,658 2,462,717 SH   SOLE 1 1,535,094 0 927,623
DANAHER CORPORATION COM 235851102 655,158 4,584,088 SH   SOLE 1 2,844,659 0 1,739,429
DONALDSON INC COM 257651109 554 10,900 SH   SOLE   900 0 10,000
DOVER CORP COM 260003108 434 4,327 SH   SOLE   2,727 0 1,600
DOW INC COM 260557103 17,159 347,992 SH   SOLE   346,265 0 1,727
DUPONT DE NEMOURS INC COM 26614N102 27,125 361,326 SH   SOLE   359,599 0 1,727
EAST WEST BANCORP INC COM 27579R104 271,000 5,794,309 SH   SOLE 1 3,585,432 0 2,208,877
ECOLAB INC COM 278865100 70,160 355,347 SH   SOLE   354,597 0 750
EMERSON ELEC CO COM 291011104 1,008 15,111 SH   SOLE   1,511 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 260,344 2,145,577 SH   SOLE 1 1,324,355 0 821,222
EXXON MOBIL CORP COM 30231G102 3,139 40,968 SH   SOLE   23,268 0 17,700
FRANKLIN ELEC INC COM 353514102 1,251 26,334 SH   SOLE   10,334 0 16,000
GENERAL DYNAMICS CORP COM 369550108 344,817 1,896,476 SH   SOLE 1 1,366,598 0 529,878
GRAINGER W W INC COM 384802104 545 2,033 SH   SOLE   1,383 0 650
HALLIBURTON CO COM 406216101 197,604 8,689,706 SH   SOLE 1 5,466,814 0 3,222,892
HOME DEPOT INC COM 437076102 426,022 2,048,479 SH   SOLE 1 1,260,067 0 788,412
HONEYWELL INTL INC COM 438516106 57,575 329,775 SH   SOLE   7,775 0 322,000
ILLINOIS TOOL WKS INC COM 452308109 1,929 12,793 SH   SOLE   7,293 0 5,500
ING GROEP N V SPONSORED ADR 456837103 7,976 689,387 SH   SOLE   531,861 134,191 23,335
INTUIT COM 461202103 1,145 4,380 SH   SOLE   4,380 0 0
ISHARES INC MSCI STH KOR ETF 464286772 567 9,470 SH   SOLE   7,320 0 2,150
ISHARES TR GLOB HLTHCRE ETF 464287325 549 8,900 SH   SOLE   8,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,942 29,539 SH   SOLE   29,539 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 11,643 91,517 SH   SOLE   91,449 0 68
JOHNSON & JOHNSON COM 478160104 5,504 39,519 SH   SOLE   17,958 0 21,561
JOHNSON CTLS INTL PLC SHS G51502105 408,681 9,893,040 SH   SOLE 1 6,152,164 0 3,740,876
JPMORGAN CHASE & CO COM 46625H100 336,054 3,005,853 SH   SOLE 1 1,885,150 0 1,120,703
KIMBERLY CLARK CORP COM 494368103 1,371 10,290 SH   SOLE   9,490 0 800
KONTOOR BRANDS INC COM 50050N103 322 11,497 SH   SOLE   5,658 0 5,839
LENNAR CORP CL A 526057104 355,959 7,345,422 SH   SOLE 1 4,629,031 0 2,716,391
LENNAR CORP CL B 526057302 4,633 120,316 SH   SOLE 1 70,186 0 50,130
LOWES COS INC COM 548661107 37,995 376,522 SH   SOLE   337,963 0 38,559
MARTIN MARIETTA MATLS INC COM 573284106 435,320 1,891,789 SH   SOLE 1 1,183,617 0 708,172
MASCO CORP COM 574599106 240 6,105 SH   SOLE   6,105 0 0
MEDTRONIC PLC SHS G5960L103 472,038 4,846,879 SH   SOLE 1 2,996,718 0 1,850,161
MICROCHIP TECHNOLOGY INC COM 595017104 480,593 5,543,176 SH   SOLE 1 3,488,391 0 2,054,785
MICROSOFT CORP COM 594918104 766,451 5,721,495 SH   SOLE 1 3,582,071 0 2,139,424
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 161,812 34,065,703 SH   SOLE 1 18,764,998 0 15,300,705
MONDELEZ INTL INC CL A 609207105 699 12,968 SH   SOLE   5,019 0 7,949
MORGAN STANLEY COM NEW 617446448 32,275 736,700 SH   SOLE   736,700 0 0
NATIONAL FUEL GAS CO N J COM 636180101 147,181 2,790,168 SH   SOLE 1 2,046,739 0 743,429
NORDSTROM INC COM 655664100 587 18,434 SH   SOLE   18,434 0 0
NOVARTIS A G SPONSORED ADR 66987V109 310,151 3,396,680 SH   SOLE 1 2,103,813 18,361 1,274,506
ORIX CORP SPONSORED ADR 686330101 7,833 104,604 SH   SOLE   80,917 17,215 6,472
OSHKOSH CORP COM 688239201 464,624 5,565,027 SH   SOLE 1 3,494,265 0 2,070,762
PARKER HANNIFIN CORP COM 701094104 390,964 2,299,653 SH   SOLE 1 1,434,451 0 865,202
PAYPAL HLDGS INC COM 70450Y103 571,521 4,993,195 SH   SOLE 1 3,113,214 0 1,879,981
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,156 45,585 SH   SOLE   44,035 0 1,550
PEPSICO INC COM 713448108 5,010 38,207 SH   SOLE   18,047 0 20,160
PFIZER INC COM 717081103 3,421 78,974 SH   SOLE   33,965 0 45,009
PHILLIPS 66 COM 718546104 412,030 4,404,855 SH   SOLE 1 2,743,904 0 1,660,951
PIONEER NAT RES CO COM 723787107 276,630 1,797,932 SH   SOLE 1 1,133,531 0 664,401
PNC FINL SVCS GROUP INC COM 693475105 42,956 312,906 SH   SOLE   312,906 0 0
PPG INDS INC COM 693506107 429,562 3,680,593 SH   SOLE 1 2,298,169 0 1,382,424
PROCTER AND GAMBLE CO COM 742718109 318 2,896 SH   SOLE   2,896 0 0
SCHLUMBERGER LTD COM 806857108 5,926 149,130 SH   SOLE   103,179 16,678 29,273
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 17,911 365,537 SH   SOLE   272,920 33,281 59,336
SMUCKER J M CO COM NEW 832696405 1,684 14,617 SH   SOLE   7,317 0 7,300
SONY CORP SPONSORED ADR 835699307 352,911 6,736,224 SH   SOLE 1 3,770,975 34,681 2,930,568
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,447 76,611 SH   SOLE   61,226 0 15,385
STARBUCKS CORP COM 855244109 335 4,000 SH   SOLE   0 0 4,000
STRYKER CORP COM 863667101 293 1,427 SH   SOLE   1,427 0 0
SUN CMNTYS INC COM 866674104 263,343 2,054,315 SH   SOLE 1 1,252,039 0 802,276
TOTAL S A SPONSORED ADS 89151E109 10,405 186,496 SH   SOLE   148,337 27,729 10,430
TWITTER INC COM 90184L102 356,694 10,220,468 SH   SOLE 1 6,383,863 0 3,836,605
TYSON FOODS INC CL A 902494103 420,506 5,208,154 SH   SOLE 1 3,215,417 0 1,992,737
UBS GROUP AG SHS H42097107 7,170 605,040 SH   SOLE   468,411 104,740 31,889
UNILEVER N V N Y SHS NEW 904784709 351,734 5,792,716 SH   SOLE 1 3,280,513 33,989 2,478,214
UNILEVER PLC SPON ADR NEW 904767704 1,024 16,517 SH   SOLE   16,224 0 293
UNION PACIFIC CORP COM 907818108 854 5,052 SH   SOLE   5,052 0 0
US BANCORP DEL COM NEW 902973304 681 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 7,037 80,565 SH   SOLE   39,665 0 40,900
VISA INC COM CL A 92826C839 469 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 263,385 4,817,733 SH   SOLE 1 3,001,445 0 1,816,288
WELLS FARGO CO NEW COM 949746101 312 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 328,197 5,049,181 SH   SOLE   1,841,935 0 3,207,246
ZIMMER BIOMET HLDGS INC COM 98956P102 532 4,516 SH   SOLE   2,016 0 2,500
ALCON INC FOREIGN 00BJT1GR5 7,505 121,553 SH   SOLE   78,953 0 42,600
CARNIVAL PLC FOREIGN 003121522 8,454 191,397 SH   SOLE   138,254 0 53,143
AIA GROUP LTD FOREIGN 00B4TX8S1 10,883 1,008,980 SH   SOLE   732,380 0 276,600
AIA GROUP LTD SPONS ADR FOREIGN 001317205 11,001 255,010 SH   SOLE   194,622 47,569 12,819
AKZO NOBEL NV FOREIGN 005458314 5,786 61,564 SH   SOLE   37,369 0 24,195
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 8,190 261,152 SH   SOLE   201,786 48,964 10,402
AMUNDI SA FOREIGN 000BYZR01 6,437 92,179 SH   SOLE   55,400 0 36,779
ASSA ABLOY AB FOREIGN 00BYPC1T4 8,391 371,139 SH   SOLE   273,054 0 98,085
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 9,833 869,981 SH   SOLE   667,579 160,778 41,624
ASTELLAS PHARMA INC FOREIGN 006985383 1,662 116,775 SH   SOLE   116,775 0 0
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 5,749 1,028,035 SH   SOLE   737,235 0 290,800
BASF SE FOREIGN 005086577 3,427 47,092 SH   SOLE   26,692 0 20,400
BASF SE SPONS ADR FOREIGN 055262505 8,564 470,463 SH   SOLE   368,003 78,945 23,515
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 6,728 140,632 SH   SOLE   76,332 0 64,300
CAMECO CORP FOREIGN 002166160 3,467 323,402 SH   SOLE   225,302 0 98,100
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 5,393 300,423 SH   SOLE   180,479 0 119,944
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 7,581 210,623 SH   SOLE   161,601 41,386 7,636
COMPASS GROUP PLC FOREIGN 00BD6K457 8,252 344,427 SH   SOLE   217,227 0 127,200
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 13,610 566,855 SH   SOLE   440,739 94,052 32,064
DASSAULT SYSTEMES SE FOREIGN 005330047 11,959 74,946 SH   SOLE   55,645 0 19,301
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 12,890 80,679 SH   SOLE   61,760 14,729 4,190
DBS GROUP HOLDINGS LTD FOREIGN 006175203 6,493 338,402 SH   SOLE   209,402 0 129,000
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 11,224 146,236 SH   SOLE   115,614 22,277 8,345
ERSTE GROUP BANK AG FOREIGN 005289837 7,348 197,944 SH   SOLE   137,844 0 60,100
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 9,603 516,969 SH   SOLE   401,550 85,813 29,606
EXPERIAN PLC FOREIGN 00B19NLV4 6,128 202,461 SH   SOLE   110,761 0 91,700
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 13,494 444,651 SH   SOLE   349,323 73,898 21,430
HEINEKEN NV FOREIGN 007792559 10,144 90,881 SH   SOLE   61,381 0 29,500
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 14,013 250,765 SH   SOLE   194,855 41,569 14,341
HOSHIZAKI CORP FOREIGN 00J235410 8,308 111,723 SH   SOLE   81,373 0 30,350
KDDI CORP FOREIGN 006248990 6,389 251,170 SH   SOLE   157,870 0 93,300
KDDI CORP ADR FOREIGN 48667L106 10,636 835,513 SH   SOLE   654,552 132,922 48,039
KUBOTA CORP FOREIGN 006497509 8,767 527,370 SH   SOLE   399,170 0 128,200
KUBOTA CORP ADR FOREIGN 501173207 9,305 111,798 SH   SOLE   85,207 20,261 6,330
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 12,699 29,832 SH   SOLE   21,296 0 8,536
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 14,669 172,068 SH   SOLE   131,936 31,692 8,440
MARUI GROUP CO LTD FOREIGN 006569527 7,420 364,740 SH   SOLE   244,960 0 119,780
MARUI GROUP CO LTD ADR FOREIGN 573814308 8,871 217,809 SH   SOLE   168,195 40,916 8,698
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 564 118,900 SH   SOLE   118,900 0 0
NIDEC CORP FOREIGN 006640682 11,300 82,761 SH   SOLE   59,661 0 23,100
NIDEC CORP SPONS ADR FOREIGN 654090109 11,851 346,737 SH   SOLE   265,670 62,294 18,773
NOVARTIS AG FOREIGN 007103065 6,796 74,384 SH   SOLE   47,584 0 26,800
ORIX CORP FOREIGN 006661144 6,448 432,500 SH   SOLE   315,000 0 117,500
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 553 184,812 SH   SOLE   181,112 0 3,700
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 4,715 59,770 SH   SOLE   33,670 0 26,100
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 8,694 549,432 SH   SOLE   426,498 95,056 27,878
SAFRAN SA FOREIGN 00B058TZ6 7,916 54,020 SH   SOLE   32,632 0 21,388
SAFRAN SA SPONS ADR FOREIGN 786584102 12,309 335,731 SH   SOLE   259,264 62,756 13,711
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 5,665 139,200 SH   SOLE   79,200 0 60,000
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 2,517 76,000 SH   SOLE   76,000 0 0
SAMSUNG ELECTRONICS CO LTD ADR FOREIGN 796050888 1,078 1,060 SH   SOLE   1,060 0 0
SHINSEI BANK LTD FOREIGN 006730936 3,758 242,235 SH   SOLE   149,775 0 92,460
SHINSEI BANK LTD SPONS ADR FOREIGN 824631105 5,333 1,721,409 SH   SOLE   1,350,798 302,875 67,736
SONY CORP FOREIGN 006821506 9,964 190,270 SH   SOLE   137,870 0 52,400
SYMRISE AG FOREIGN 00B1JB4K8 10,322 107,155 SH   SOLE   77,237 0 29,918
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 10,157 421,589 SH   SOLE   323,178 79,567 18,844
TORAY INDUSTRIES INC FOREIGN 006897143 7,652 1,007,398 SH   SOLE   746,698 0 260,700
TORAY INDUSTRIES INC ADR FOREIGN 890880206 7,339 482,696 SH   SOLE   372,853 83,726 26,117
TOTAL SA FOREIGN 00B15C557 5,486 97,887 SH   SOLE   65,087 0 32,800
UBS GROUP AG FOREIGN 00BRJL176 5,742 483,277 SH   SOLE   333,777 0 149,500
UNILEVER NV FOREIGN 00B12T3J1 8,002 131,374 SH   SOLE   83,674 0 47,700