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 2,397 12,183 SH   SOLE   7,333 0 4,850
ABBOTT LABS COM 002824100 5,435 89,107 SH   SOLE   57,778 0 31,329
ABBVIE INC COM 00287Y109 382,141 4,124,569 SH   SOLE 1 2,540,359 0 1,584,210
ACADIA HEALTHCARE COMPANY IN COM 00404A109 290,174 7,092,979 SH   SOLE 1 4,377,967 0 2,715,012
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,038 159,168 SH   SOLE   115,689 19,097 24,382
ADOBE INC COM 00724F101 735,887 3,018,279 SH   SOLE 1 1,840,883 0 1,177,396
AES CORP COM 00130H105 253,719 18,920,118 SH   SOLE 1 11,800,124 163,592 6,956,402
AGNICO EAGLE MINES LTD COM 008474108 1,538 33,556 SH   SOLE   33,556 0 0
AMERICAN EXPRESS CO COM 025816109 1,769 18,055 SH   SOLE   17,055 0 1,000
AMERIPRISE FINL INC COM 03076C106 406,057 2,902,897 SH   SOLE 1 1,777,576 0 1,125,321
AMGEN INC COM 031162100 445,130 2,411,455 SH   SOLE 1 1,484,410 0 927,045
ANSYS INC COM 03662Q105 429,081 2,463,434 SH   SOLE 1 1,499,596 0 963,838
APPLE INC COM 037833100 518 2,800 SH   SOLE   2,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 269,851 5,888,078 SH   SOLE 1 3,570,132 0 2,317,946
AT&T INC COM 00206R102 286 8,897 SH   SOLE   8,897 0 0
AXALTA COATING SYS LTD COM G0750C108 1,469 48,450 SH   SOLE   48,450 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 298,170 42,595,766 SH   SOLE 1 23,680,944 251,000 18,663,822
BANK AMER CORP COM 060505104 500,095 17,740,160 SH   SOLE 1 10,745,259 0 6,994,901
BECTON DICKINSON & CO COM 075887109 287 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,410 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 663 3,550 SH   SOLE   3,550 0 0
BOK FINL CORP COM NEW 05561Q201 240,461 2,557,825 SH   SOLE 1 1,548,118 0 1,009,707
BP PLC SPONSORED ADR 055622104 228 5,000 SH   SOLE   5,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 14,738 363,535 SH   SOLE   285,203 58,063 20,269
CAMECO CORP COM 13321L108 7,550 671,092 SH   SOLE   525,479 114,402 31,211
CAPITAL ONE FINL CORP COM 14040H105 357,163 3,886,426 SH   SOLE 1 2,345,153 0 1,541,273
CHEVRON CORP NEW COM 166764100 586 4,632 SH   SOLE   2,820 0 1,812
CHUBB LIMITED COM H1467J104 301,721 2,375,385 SH   SOLE 1 1,439,337 0 936,048
CHURCH & DWIGHT INC COM 171340102 2,640 49,666 SH   SOLE   31,266 0 18,400
CINTAS CORP COM 172908105 3,402 18,382 SH   SOLE   12,482 0 5,900
COCA COLA CO COM 191216100 400,922 9,140,954 SH   SOLE 1 5,543,574 0 3,597,380
COCA COLA EUROPEAN PARTNERS SHS G25839104 15,624 384,449 SH   SOLE   277,025 48,859 58,565
COLGATE PALMOLIVE CO COM 194162103 1,734 26,762 SH   SOLE   26,762 0 0
COSTCO WHSL CORP NEW COM 22160K105 230 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 242,815 2,243,304 SH   SOLE 1 1,366,216 0 877,088
DANAHER CORPORATION COM 235851102 467,968 4,742,278 SH   SOLE 1 2,915,605 0 1,826,673
DONALDSON INC COM 257651109 672 14,900 SH   SOLE   4,900 0 10,000
DOVER CORP COM 260003108 496 6,770 SH   SOLE   5,170 0 1,600
DOWDUPONT INC COM 26078J100 44,911 681,294 SH   SOLE   676,019 0 5,275
EAST WEST BANCORP INC COM 27579R104 340,360 5,220,243 SH   SOLE 1 3,157,705 0 2,062,538
ECOLAB INC COM 278865100 47,251 336,714 SH   SOLE   336,714 0 0
EMERSON ELEC CO COM 291011104 1,051 15,199 SH   SOLE   1,599 0 13,600
EQT CORP COM 26884L109 72,262 1,309,561 SH   SOLE 1 1,022,325 0 287,236
EQUITY LIFESTYLE PPTYS INC COM 29472R108 102,744 1,117,993 SH   SOLE 1 561,804 0 556,189
EXXON MOBIL CORP COM 30231G102 4,116 49,751 SH   SOLE   31,351 0 18,400
FRANKLIN ELEC INC COM 353514102 1,440 31,934 SH   SOLE   15,934 0 16,000
GENERAL DYNAMICS CORP COM 369550108 326,490 1,751,461 SH   SOLE 1 1,265,907 0 485,554
GENERAL ELECTRIC CO COM 369604103 50,929 3,742,061 SH   SOLE   1,412,926 0 2,329,135
GOLDCORP INC NEW COM 380956409 1,479 107,845 SH   SOLE   107,845 0 0
HALLIBURTON CO COM 406216101 332,821 7,386,172 SH   SOLE 1 4,497,933 0 2,888,239
HOME DEPOT INC COM 437076102 504,206 2,584,344 SH   SOLE 1 1,543,934 0 1,040,410
ILLINOIS TOOL WKS INC COM 452308109 2,232 16,112 SH   SOLE   10,293 0 5,819
INTEL CORP COM 458140100 227 4,566 SH   SOLE   4,100 0 466
INTUIT COM 461202103 1,212 5,930 SH   SOLE   5,930 0 0
ISHARES INC MSCI STH KOR ETF 464286772 242 3,580 SH   SOLE   3,580 0 0
ISHARES TR MSCI EAFE ETF 464287465 477 7,122 SH   SOLE   7,122 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 454 10,470 SH   SOLE   10,470 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 7,820 64,426 SH   SOLE   62,309 0 2,117
SMUCKER J M CO COM NEW 832696405 1,893 17,617 SH   SOLE   10,317 0 7,300
JOHNSON & JOHNSON COM 478160104 5,321 43,853 SH   SOLE   22,292 0 21,561
JOHNSON CTLS INTL PLC SHS G51502105 327,069 9,777,852 SH   SOLE 1 5,897,637 0 3,880,215
JPMORGAN CHASE & CO COM 46625H100 296,689 2,847,300 SH   SOLE 1 1,736,850 0 1,110,450
KIMBERLY CLARK CORP COM 494368103 1,086 10,309 SH   SOLE   9,509 0 800
KINDER MORGAN INC DEL COM 49456B101 1,566 88,600 SH   SOLE   88,600 0 0
KROGER CO COM 501044101 309,296 10,871,557 SH   SOLE 1 6,687,313 0 4,184,244
LENNAR CORP CL A 526057104 391,329 7,453,885 SH   SOLE 1 4,584,959 0 2,868,926
LENNAR CORP CL B 526057302 5,162 120,919 SH   SOLE 1 70,787 0 50,132
LOWES COS INC COM 548661107 42,794 447,776 SH   SOLE   392,581 0 55,195
MARTIN MARIETTA MATLS INC COM 573284106 422,805 1,893,187 SH   SOLE 1 1,160,576 0 732,611
MASCO CORP COM 574599106 228 6,100 SH   SOLE   6,100 0 0
MEDTRONIC PLC SHS G5960L103 414,619 4,843,116 SH   SOLE 1 3,006,903 0 1,836,213
MICROCHIP TECHNOLOGY INC COM 595017104 494,704 5,439,301 SH   SOLE 1 3,319,115 0 2,120,186
MICROSOFT CORP COM 594918104 578,819 5,869,785 SH   SOLE 1 3,625,440 0 2,244,345
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 178,465 31,586,658 SH   SOLE 1 17,252,049 0 14,334,609
MONDELEZ INTL INC CL A 609207105 278,618 6,795,554 SH   SOLE 1 4,167,851 0 2,627,703
MORGAN STANLEY COM NEW 617446448 34,602 730,000 SH   SOLE   730,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 302,450 5,710,920 SH   SOLE 1 3,477,324 0 2,233,596
NORDSTROM INC COM 655664100 1,281 24,733 SH   SOLE   24,733 0 0
NOVARTIS A G SPONSORED ADR 66987V109 278,292 3,684,040 SH   SOLE 1 2,057,042 24,600 1,602,398
ORIX CORP SPONSORED ADR 686330101 10,997 139,189 SH   SOLE   109,586 21,926 7,677
OSHKOSH CORP COM 688239201 392,596 5,582,994 SH   SOLE 1 3,383,672 0 2,199,322
PAYPAL HLDGS INC COM 70450Y103 436,471 5,241,633 SH   SOLE 1 3,196,621 0 2,045,012
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,863 61,115 SH   SOLE   61,115 0 0
PEPSICO INC COM 713448108 4,552 41,807 SH   SOLE   21,647 0 20,160
PFIZER INC COM 717081103 2,936 80,924 SH   SOLE   35,915 0 45,009
PHILLIPS 66 COM 718546104 454,478 4,046,639 SH   SOLE 1 2,438,080 0 1,608,559
PIONEER NAT RES CO COM 723787107 294,734 1,557,461 SH   SOLE 1 947,748 0 609,713
PPG INDS INC COM 693506107 379,293 3,656,541 SH   SOLE 1 2,242,335 0 1,414,206
PROCTER AND GAMBLE CO COM 742718109 226 2,896 SH   SOLE   2,896 0 0
SCHLUMBERGER LTD COM 806857108 14,763 220,252 SH   SOLE   167,317 26,004 26,931
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 16,297 342,527 SH   SOLE   250,040 39,833 52,654
SONY CORP SPONSORED ADR 835699307 341,279 6,657,799 SH   SOLE 1 3,713,469 43,447 2,900,883
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,492 82,909 SH   SOLE   79,154 0 3,755
STRYKER CORP COM 863667101 236 1,400 SH   SOLE   1,400 0 0
SUN CMNTYS INC COM 866674104 99,210 1,013,586 SH   SOLE 1 455,847 0 557,739
TOTAL S A SPONSORED ADS 89151E109 13,297 219,571 SH   SOLE   179,793 29,397 10,381
UBS GROUP AG SHS H42097107 12,147 791,870 SH   SOLE   618,682 126,351 46,837
UNILEVER N V N Y SHS NEW 904784709 326,393 5,857,727 SH   SOLE 1 3,313,032 43,600 2,501,095
UNILEVER PLC SPON ADR NEW 904767704 590 10,673 SH   SOLE   10,462 0 211
UNION PACIFIC CORP COM 907818108 727 5,132 SH   SOLE   5,132 0 0
UNITED TECHNOLOGIES CORP COM 913017109 238 1,900 SH   SOLE   800 0 1,100
US BANCORP DEL COM NEW 902973304 650 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 7,578 92,954 SH   SOLE   51,854 0 41,100
VISA INC COM CL A 92826C839 358 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 277,068 4,616,644 SH   SOLE 1 2,801,452 0 1,815,192
WELLS FARGO CO NEW COM 949746101 366 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 287,123 4,677,790 SH   SOLE   1,392,250 0 3,285,540
GRAINGER W W INC COM 384802104 935 3,033 SH   SOLE   2,383 0 650
ZIMMER BIOMET HLDGS INC COM 98956P102 501 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 4,815 550,800 SH   SOLE   326,200 0 224,600
AIA GROUP LTD SPONS ADR FOREIGN 001317205 11,757 336,139 SH   SOLE   258,837 60,626 16,676
AKZO NOBEL NV FOREIGN 005458314 4,753 55,488 SH   SOLE   33,626 0 21,862
AKZO NOBEL NV SPONS ADR FOREIGN 010199305 11,184 391,948 SH   SOLE   304,927 67,285 19,736
ASSA ABLOY AB FOREIGN 00BYPC1T4 7,610 356,501 SH   SOLE   278,367 0 78,134
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 10,185 954,625 SH   SOLE   732,195 175,003 47,427
ASTELLAS PHARMA INC FOREIGN 006985383 7,051 462,376 SH   SOLE   348,376 0 114,000
ASTELLAS PHARMA INC SPONS ADR FOREIGN 04623U102 10,504 688,842 SH   SOLE   526,490 127,897 34,455
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 6,836 963,302 SH   SOLE   728,492 0 234,810
BASF SE FOREIGN 005086577 3,201 33,521 SH   SOLE   17,321 0 16,200
BASF SE SPONS ADR FOREIGN 055262505 11,678 488,443 SH   SOLE   385,436 75,661 27,346
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 4,250 104,659 SH   SOLE   53,459 0 51,200
CAMECO CORP FOREIGN 002166160 3,165 281,051 SH   SOLE   202,551 0 78,500
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 4,550 231,836 SH   SOLE   139,911 0 91,925
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 11,067 282,049 SH   SOLE   216,292 51,772 13,985
COMPASS GROUP PLC FOREIGN 00BD6K457 6,383 298,611 SH   SOLE   198,011 0 100,600
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 15,715 735,456 SH   SOLE   572,960 121,283 41,213
DASSAULT SYSTEMES SE FOREIGN 005330047 12,723 90,744 SH   SOLE   70,920 0 19,824
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 16,333 116,576 SH   SOLE   92,005 18,601 5,970
DBS GROUP HOLDINGS LTD FOREIGN 006175203 5,201 266,302 SH   SOLE   162,202 0 104,100
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 14,755 189,013 SH   SOLE   153,059 25,891 10,063
ERSTE GROUP BANK AG FOREIGN 005289837 8,090 193,668 SH   SOLE   145,868 0 47,800
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 13,583 650,823 SH   SOLE   521,022 92,018 37,783
EXPERIAN PLC FOREIGN 00B19NLV4 8,318 335,995 SH   SOLE   241,295 0 94,700
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 16,748 676,746 SH   SOLE   530,427 108,475 37,844
GIVAUDAN SA FOREIGN 005980613 10,105 4,445 SH   SOLE   3,512 0 933
GIVAUDAN SA ADR FOREIGN 37636P108 13,210 291,228 SH   SOLE   227,599 48,321 15,308
HEINEKEN NV FOREIGN 007792559 8,662 86,180 SH   SOLE   62,780 0 23,400
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 16,114 320,888 SH   SOLE   248,754 53,613 18,521
HOSHIZAKI CORP FOREIGN 00J235410 10,467 103,423 SH   SOLE   80,273 0 23,150
KDDI CORP FOREIGN 006248990 5,967 218,050 SH   SOLE   144,250 0 73,800
KDDI CORP ADR FOREIGN 48667L106 14,688 1,073,492 SH   SOLE   837,509 177,109 58,874
KIMBERLY-CLARK DE MEXICO SAB DE CV FOREIGN 002491914 5,670 3,364,184 SH   SOLE   2,572,450 0 791,734
KIMBERLY-CLARK DE MEXICO SAB DE CV SPONS ADR FOREIGN 494386204 7,814 915,036 SH   SOLE   703,453 207,386 4,197
KUBOTA CORP FOREIGN 006497509 7,965 506,130 SH   SOLE   403,730 0 102,400
KUBOTA CORP SPONS ADR FOREIGN 501173207 10,063 127,892 SH   SOLE   99,105 21,949 6,838
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 12,126 36,390 SH   SOLE   27,280 0 9,110
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 17,239 259,035 SH   SOLE   204,405 40,928 13,702
MARUI GROUP CO LTD FOREIGN 006569527 7,418 352,045 SH   SOLE   255,565 0 96,480
MARUI GROUP CO LTD ADR FOREIGN 573814308 12,158 288,490 SH   SOLE   225,664 48,155 14,671
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 901 158,200 SH   SOLE   158,200 0 0
NIDEC CORP FOREIGN 006640682 10,834 72,181 SH   SOLE   53,681 0 18,500
NIDEC CORP SPONS ADR FOREIGN 654090109 18,338 488,720 SH   SOLE   396,895 67,215 24,610
NOVARTIS AG FOREIGN 007103065 3,369 44,338 SH   SOLE   22,738 0 21,600
ORIX CORP FOREIGN 006661144 5,531 349,650 SH   SOLE   255,450 0 94,200
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 1,420 183,360 SH   SOLE   183,360 0 0
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 3,653 44,333 SH   SOLE   23,733 0 20,600
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 12,242 743,110 SH   SOLE   563,738 138,372 41,000
SAFRAN SA FOREIGN 00B058TZ6 5,026 41,343 SH   SOLE   25,837 0 15,506
SAFRAN SA ADR FOREIGN 786584102 13,885 457,172 SH   SOLE   354,338 79,615 23,219
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 2,532 60,500 SH   SOLE   60,500 0 0
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 3,655 108,200 SH   SOLE   108,200 0 0
SHINSEI BANK LTD FOREIGN 006730936 2,947 191,340 SH   SOLE   116,880 0 74,460
SHINSEI BANK LTD SPONS ADR FOREIGN 824631105 7,037 2,284,449 SH   SOLE   1,759,378 411,085 113,986
SONY CORP FOREIGN 006821506 9,421 184,220 SH   SOLE   142,420 0 41,800
TORAY INDUSTRIES INC FOREIGN 006897143 7,720 978,388 SH   SOLE   768,988 0 209,400
TORAY INDUSTRIES INC ADR FOREIGN 890880206 10,018 634,790 SH   SOLE   491,695 110,157 32,938
TOTAL SA FOREIGN 00B15C557 3,294 53,991 SH   SOLE   27,891 0 26,100
UBS GROUP AG FOREIGN 00BRJL176 6,909 446,593 SH   SOLE   326,993 0 119,600
UNILEVER NV FOREIGN 00B12T3J1 6,286 112,579 SH   SOLE   74,779 0 37,800