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 2,567 12,183 SH   SOLE   7,333 0 4,850
ABBOTT LABS COM 002824100 6,550 89,290 SH   SOLE   57,961 0 31,329
ABBVIE INC COM 00287Y109 328,659 3,474,936 SH   SOLE 1 2,232,153 0 1,242,783
ACADIA HEALTHCARE COMPANY IN COM 00404A109 262,343 7,452,940 SH   SOLE 1 4,612,666 0 2,840,274
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,490 120,387 SH   SOLE   79,247 16,390 24,750
ADOBE SYS INC COM 00724F101 825,505 3,057,991 SH   SOLE 1 1,858,255 0 1,199,736
AES CORP COM 00130H105 7,911 565,092 SH   SOLE   394,021 127,761 43,310
AGNICO EAGLE MINES LTD COM 008474108 987 28,856 SH   SOLE   28,856 0 0
AMERICAN EXPRESS CO COM 025816109 1,491 14,000 SH   SOLE   13,000 0 1,000
AMERIPRISE FINL INC COM 03076C106 442,345 2,995,698 SH   SOLE 1 1,819,422 0 1,176,276
AMGEN INC COM 031162100 511,929 2,469,629 SH   SOLE 1 1,515,593 0 954,036
ANSYS INC COM 03662Q105 482,428 2,584,251 SH   SOLE 1 1,563,413 0 1,020,838
APPLE INC COM 037833100 632 2,800 SH   SOLE   2,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 834 16,590 SH   SOLE   16,188 0 402
AT&T INC COM 00206R102 299 8,897 SH   SOLE   8,897 0 0
AXALTA COATING SYS LTD COM G0750C108 1,108 38,000 SH   SOLE   38,000 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 274,127 43,512,166 SH   SOLE 1 23,926,329 208,355 19,377,482
BANK AMER CORP COM 060505104 537,108 18,231,772 SH   SOLE 1 11,021,354 0 7,210,418
BECTON DICKINSON & CO COM 075887109 313 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 760 3,550 SH   SOLE   3,550 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,600 5 SH   SOLE   3 0 2
BOK FINL CORP COM NEW 05561Q201 259,952 2,672,202 SH   SOLE 1 1,603,057 0 1,069,145
BP PLC SPONSORED ADR 055622104 203 4,400 SH   SOLE   4,400 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 10,841 243,444 SH   SOLE   173,828 48,616 21,000
CAMECO CORP COM 13321L108 5,051 443,073 SH   SOLE   335,443 75,305 32,325
CAPITAL ONE FINL CORP COM 14040H105 381,516 4,018,919 SH   SOLE 1 2,408,219 0 1,610,700
CATERPILLAR INC DEL COM 149123101 218 1,432 SH   SOLE   1,432 0 0
CHEVRON CORP NEW COM 166764100 547 4,470 SH   SOLE   2,820 0 1,650
CHUBB LIMITED COM H1467J104 327,825 2,453,046 SH   SOLE 1 1,488,099 0 964,947
CHURCH & DWIGHT INC COM 171340102 2,949 49,666 SH   SOLE   31,266 0 18,400
CINTAS CORP COM 172908105 3,636 18,382 SH   SOLE   12,482 0 5,900
COCA COLA CO COM 191216100 434,845 9,414,274 SH   SOLE 1 5,730,276 0 3,683,998
COCA COLA EUROPEAN PARTNERS SHS G25839104 13,100 288,102 SH   SOLE   189,998 38,938 59,166
COLGATE PALMOLIVE CO COM 194162103 1,792 26,762 SH   SOLE   26,762 0 0
COSTCO WHSL CORP NEW COM 22160K105 258 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 246,792 2,362,999 SH   SOLE 1 1,426,561 0 936,438
DANAHER CORP DEL COM 235851102 531,480 4,891,222 SH   SOLE 1 2,984,875 0 1,906,347
DONALDSON INC COM 257651109 868 14,900 SH   SOLE   4,900 0 10,000
DOVER CORP COM 260003108 599 6,770 SH   SOLE   5,170 0 1,600
DOWDUPONT INC COM 26078J100 45,648 709,805 SH   SOLE   704,580 0 5,225
EAST WEST BANCORP INC COM 27579R104 331,922 5,498,123 SH   SOLE 1 3,281,240 0 2,216,883
ECOLAB INC COM 278865100 53,990 344,369 SH   SOLE   344,369 0 0
EMERSON ELEC CO COM 291011104 1,164 15,199 SH   SOLE   1,599 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 210,401 2,181,450 SH   SOLE 1 1,315,630 0 865,820
EXXON MOBIL CORP COM 30231G102 4,246 49,938 SH   SOLE   31,838 0 18,100
FRANKLIN ELEC INC COM 353514102 1,509 31,934 SH   SOLE   15,934 0 16,000
GENERAL DYNAMICS CORP COM 369550108 371,627 1,815,292 SH   SOLE 1 1,300,372 0 514,920
GENERAL ELECTRIC CO COM 369604103 42,224 3,739,926 SH   SOLE   1,412,926 0 2,327,000
GOLDCORP INC NEW COM 380956409 1,007 98,745 SH   SOLE   98,745 0 0
HALLIBURTON CO COM 406216101 321,498 7,932,351 SH   SOLE 1 4,759,830 0 3,172,521
HOME DEPOT INC COM 437076102 444,076 2,143,741 SH   SOLE 1 1,286,336 0 857,405
ILLINOIS TOOL WKS INC COM 452308109 2,274 16,112 SH   SOLE   10,293 0 5,819
INTEL CORP COM 458140100 263 5,566 SH   SOLE   5,100 0 466
INTUIT COM 461202103 1,348 5,930 SH   SOLE   5,930 0 0
ISHARES INC MSCI STH KOR ETF 464286772 476 6,970 SH   SOLE   6,970 0 0
ISHARES TR MSCI EAFE ETF 464287465 379 5,571 SH   SOLE   5,571 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 243 5,670 SH   SOLE   5,670 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 8,038 63,483 SH   SOLE   61,366 0 2,117
SMUCKER J M CO COM NEW 832696405 1,808 17,617 SH   SOLE   10,317 0 7,300
JOHNSON & JOHNSON COM 478160104 6,119 44,288 SH   SOLE   22,727 0 21,561
JOHNSON CTLS INTL PLC SHS G51502105 353,805 10,108,714 SH   SOLE 1 6,106,175 0 4,002,539
JPMORGAN CHASE & CO COM 46625H100 332,100 2,943,103 SH   SOLE 1 1,787,764 0 1,155,339
KIMBERLY CLARK CORP COM 494368103 1,169 10,290 SH   SOLE   9,490 0 800
KINDER MORGAN INC DEL COM 49456B101 1,397 78,800 SH   SOLE   78,800 0 0
KROGER CO COM 501044101 328,239 11,275,803 SH   SOLE 1 6,891,438 0 4,384,365
LENNAR CORP CL A 526057104 358,222 7,672,339 SH   SOLE 1 4,716,397 0 2,955,942
LENNAR CORP CL B 526057302 4,662 121,096 SH   SOLE 1 70,962 0 50,134
LOWES COS INC COM 548661107 43,711 380,689 SH   SOLE   342,022 0 38,667
MARTIN MARIETTA MATLS INC COM 573284106 359,399 1,975,261 SH   SOLE 1 1,196,592 0 778,669
MASCO CORP COM 574599106 223 6,100 SH   SOLE   6,100 0 0
MEDTRONIC PLC SHS G5960L103 479,967 4,879,202 SH   SOLE 1 3,003,559 0 1,875,643
MICROCHIP TECHNOLOGY INC COM 595017104 443,481 5,620,083 SH   SOLE 1 3,404,645 0 2,215,438
MICROSOFT CORP COM 594918104 688,433 6,019,346 SH   SOLE 1 3,716,661 0 2,302,685
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 206,130 33,300,542 SH   SOLE 1 18,099,915 0 15,200,627
MONDELEZ INTL INC CL A 609207105 297,935 6,935,168 SH   SOLE 1 4,250,945 0 2,684,223
MORGAN STANLEY COM NEW 617446448 33,996 730,000 SH   SOLE   730,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 330,849 5,901,692 SH   SOLE 1 3,567,850 0 2,333,842
NORDSTROM INC COM 655664100 1,360 22,733 SH   SOLE   22,733 0 0
NOVARTIS A G SPONSORED ADR 66987V109 315,369 3,660,270 SH   SOLE 1 2,040,207 19,414 1,600,649
ORIX CORP SPONSORED ADR 686330101 7,254 89,517 SH   SOLE   63,496 18,078 7,943
OSHKOSH CORP COM 688239201 410,539 5,762,766 SH   SOLE 1 3,507,675 0 2,255,091
PARKER HANNIFIN CORP COM 701094104 302,847 1,646,532 SH   SOLE 1 825,301 0 821,231
PAYPAL HLDGS INC COM 70450Y103 475,491 5,413,147 SH   SOLE 1 3,300,138 0 2,113,009
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,277 48,055 SH   SOLE   48,055 0 0
PEPSICO INC COM 713448108 4,562 40,807 SH   SOLE   20,647 0 20,160
PFIZER INC COM 717081103 3,566 80,924 SH   SOLE   35,915 0 45,009
PHILLIPS 66 COM 718546104 473,369 4,199,510 SH   SOLE 1 2,527,840 0 1,671,670
PIONEER NAT RES CO COM 723787107 289,234 1,660,450 SH   SOLE 1 1,000,869 0 659,581
PPG INDS INC COM 693506107 409,435 3,751,814 SH   SOLE 1 2,278,676 0 1,473,138
PROCTER AND GAMBLE CO COM 742718109 241 2,896 SH   SOLE   2,896 0 0
SCHLUMBERGER LTD COM 806857108 8,110 133,126 SH   SOLE   87,821 18,103 27,202
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 14,492 292,474 SH   SOLE   204,766 34,518 53,190
SONY CORP SPONSORED ADR 835699307 401,352 6,617,511 SH   SOLE 1 3,666,861 36,637 2,914,013
SPDR S&P 500 ETF TR TR UNIT 78462F103 29,449 101,296 SH   SOLE   98,235 0 3,061
STARBUCKS CORP COM 855244109 256 4,500 SH   SOLE   500 0 4,000
STRYKER CORP COM 863667101 249 1,400 SH   SOLE   1,400 0 0
SUN CMNTYS INC COM 866674104 209,104 2,059,330 SH   SOLE 1 1,232,525 0 826,805
TOTAL S A SPONSORED ADR 89151E109 9,546 148,256 SH   SOLE   113,020 24,480 10,756
TWITTER INC COM 90184L102 292,459 10,276,153 SH   SOLE 1 6,216,371 0 4,059,782
UBS GROUP AG SHS H42097107 8,215 522,254 SH   SOLE   364,135 109,578 48,541
UNILEVER N V N Y SHS NEW 904784709 329,930 5,939,333 SH   SOLE 1 3,312,174 36,012 2,591,147
UNILEVER PLC SPON ADR NEW 904767704 571 10,394 SH   SOLE   10,101 0 293
UNION PAC CORP COM 907818108 823 5,052 SH   SOLE   5,052 0 0
UNITED TECHNOLOGIES CORP COM 913017109 266 1,900 SH   SOLE   800 0 1,100
US BANCORP DEL COM NEW 902973304 687 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 8,687 92,954 SH   SOLE   51,854 0 41,100
VISA INC COM CL A 92826C839 405 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 343,708 4,714,789 SH   SOLE 1 2,862,707 0 1,852,082
WELLS FARGO CO NEW COM 949746101 347 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 329,816 5,018,502 SH   SOLE   1,811,256 0 3,207,246
GRAINGER W W INC COM 384802104 1,084 3,033 SH   SOLE   2,383 0 650
ZIMMER BIOMET HLDGS INC COM 98956P102 592 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 8,308 930,380 SH   SOLE   705,780 0 224,600
AIA GROUP LTD SPONS ADR FOREIGN 001317205 7,819 218,810 SH   SOLE   149,336 52,041 17,433
AKZO NOBEL NV FOREIGN 005458314 5,318 56,902 SH   SOLE   35,040 0 21,862
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 7,835 251,254 SH   SOLE   173,249 57,405 20,600
AMUNDI SA FOREIGN 000BYZR01 5,763 76,944 SH   SOLE   47,180 0 29,764
ASSA ABLOY AB FOREIGN 00BYPC1T4 6,775 337,117 SH   SOLE   258,983 0 78,134
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 6,070 604,288 SH   SOLE   417,917 136,877 49,494
ASTELLAS PHARMA INC FOREIGN 006985383 7,692 441,286 SH   SOLE   327,286 0 114,000
ASTELLAS PHARMA INC SPONS ADR FOREIGN 04623U102 7,673 439,736 SH   SOLE   299,873 103,876 35,987
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 5,913 928,108 SH   SOLE   693,298 0 234,810
BASF SE FOREIGN 005086577 3,125 35,228 SH   SOLE   19,028 0 16,200
BASF SE SPONS ADR FOREIGN 055262505 7,256 326,450 SH   SOLE   232,418 65,770 28,262
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 4,927 110,634 SH   SOLE   58,634 0 52,000
CAMECO CORP FOREIGN 002166160 3,275 286,966 SH   SOLE   208,466 0 78,500
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 5,095 247,133 SH   SOLE   149,689 0 97,444
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 7,455 180,682 SH   SOLE   123,141 43,544 13,997
COMPASS GROUP PLC FOREIGN 00BD6K457 6,290 282,919 SH   SOLE   182,319 0 100,600
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 10,975 493,315 SH   SOLE   349,709 101,014 42,592
DASSAULT SYSTEMES SE FOREIGN 005330047 12,515 83,770 SH   SOLE   63,946 0 19,824
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 11,340 75,828 SH   SOLE   52,244 17,372 6,212
DBS GROUP HOLDINGS LTD FOREIGN 006175203 5,323 278,902 SH   SOLE   174,802 0 104,100
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 9,743 127,561 SH   SOLE   93,733 23,404 10,424
ERSTE GROUP BANK AG FOREIGN 005289837 7,556 181,981 SH   SOLE   133,581 0 48,400
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 9,275 446,360 SH   SOLE   317,403 89,817 39,140
EXPERIAN PLC FOREIGN 00B19NLV4 5,373 209,252 SH   SOLE   112,752 0 96,500
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 11,585 450,841 SH   SOLE   320,823 90,841 39,177
GIVAUDAN SA FOREIGN 005980613 9,793 3,984 SH   SOLE   3,051 0 933
GIVAUDAN SA ADR FOREIGN 37636P108 9,412 190,505 SH   SOLE   132,798 41,775 15,932
HEINEKEN NV FOREIGN 007792559 7,566 80,733 SH   SOLE   57,333 0 23,400
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 10,016 213,559 SH   SOLE   149,513 44,848 19,198
HOSHIZAKI CORP FOREIGN 00J235410 10,315 99,728 SH   SOLE   75,778 0 23,950
KDDI CORP FOREIGN 006248990 5,755 208,470 SH   SOLE   132,870 0 75,600
KDDI CORP ADR FOREIGN 48667L106 10,026 725,559 SH   SOLE   521,798 142,755 61,006
KIMBERLY-CLARK DE MEXICO SAB DE CV FOREIGN 002491914 5,527 3,106,984 SH   SOLE   2,315,250 0 791,734
KIMBERLY-CLARK DE MEXICO SAB DE CV SPONS ADR FOREIGN 494386204 4,885 550,298 SH   SOLE   404,941 137,204 8,153
KUBOTA CORP FOREIGN 006497509 8,238 485,070 SH   SOLE   382,670 0 102,400
KUBOTA CORP ADR FOREIGN 501173207 6,961 81,897 SH   SOLE   56,711 18,080 7,106
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 12,207 34,536 SH   SOLE   25,426 0 9,110
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 11,990 169,448 SH   SOLE   114,836 40,366 14,246
MARUI GROUP CO LTD FOREIGN 006569527 8,710 353,170 SH   SOLE   255,690 0 97,480
MARUI GROUP CO LTD ADR FOREIGN 573814308 9,228 186,906 SH   SOLE   128,310 43,298 15,298
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 869 139,400 SH   SOLE   139,400 0 0
NIDEC CORP FOREIGN 006640682 10,629 73,936 SH   SOLE   55,136 0 18,800
NIDEC CORP SPONS ADR FOREIGN 654090109 11,022 306,386 SH   SOLE   213,419 67,345 25,622
NOVARTIS AG FOREIGN 007103065 4,020 46,764 SH   SOLE   25,164 0 21,600
ORIX CORP FOREIGN 006661144 6,185 381,800 SH   SOLE   287,600 0 94,200
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 1,339 155,240 SH   SOLE   155,240 0 0
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 4,269 46,697 SH   SOLE   26,097 0 20,600
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 8,819 481,958 SH   SOLE   338,944 100,545 42,469
SAFRAN SA FOREIGN 00B058TZ6 6,178 44,113 SH   SOLE   26,875 0 17,238
SAFRAN SA SPONS ADR FOREIGN 786584102 10,254 292,575 SH   SOLE   201,138 67,321 24,116
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 1,478 35,300 SH   SOLE   35,300 0 0
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 3,405 99,800 SH   SOLE   99,800 0 0
SHINSEI BANK LTD FOREIGN 006730936 3,200 195,920 SH   SOLE   121,460 0 74,460
SHINSEI BANK LTD SPONS ADR FOREIGN 824631105 4,748 1,451,960 SH   SOLE   1,006,066 326,806 119,088
SONY CORP FOREIGN 006821506 10,457 170,680 SH   SOLE   127,880 0 42,800
TORAY INDUSTRIES INC FOREIGN 006897143 6,875 915,898 SH   SOLE   706,498 0 209,400
TORAY INDUSTRIES INC ADR FOREIGN 890880206 6,029 401,158 SH   SOLE   278,195 88,569 34,394
TOTAL SA FOREIGN 00B15C557 3,697 57,048 SH   SOLE   30,948 0 26,100
UBS GROUP AG FOREIGN 00BRJL176 6,972 441,564 SH   SOLE   321,964 0 119,600
UNILEVER NV FOREIGN 00B12T3J1 6,272 112,679 SH   SOLE   74,879 0 37,800