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 1,617 9,833 SH   SOLE   4,983 0 4,850
ABBOTT LABS COM 002824100 6,486 77,524 SH   SOLE   49,262 0 28,262
ABBVIE INC COM 00287Y109 6,011 79,379 SH   SOLE   50,906 0 28,473
ACADIA HEALTHCARE COMPANY IN COM 00404A109 86,586 2,785,900 SH   SOLE 1 2,364,044 0 421,856
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 41,477 215,634 SH   SOLE   179,245 14,209 22,180
ADOBE INC COM 00724F101 791,705 2,865,901 SH   SOLE 1 1,775,428 0 1,090,473
AGNICO EAGLE MINES LTD COM 008474108 598 11,161 SH   SOLE   11,161 0 0
ALCON INC ORD SHS H01301128 369,690 6,340,766 SH   SOLE 1 3,986,196 30,171 2,324,399
ALLEGION PUB LTD CO ORD SHS G0176J109 437,448 4,220,437 SH   SOLE 1 2,573,017 0 1,647,420
AMERICAN EXPRESS CO COM 025816109 1,561 13,200 SH   SOLE   12,700 0 500
AMERIPRISE FINL INC COM 03076C106 449,695 3,057,069 SH   SOLE 1 1,880,019 0 1,177,050
AMGEN INC COM 031162100 492,277 2,543,935 SH   SOLE 1 1,569,836 0 974,099
ANSYS INC COM 03662Q105 563,833 2,547,130 SH   SOLE 1 1,574,973 0 972,157
APPLE INC COM 037833100 448 2,000 SH   SOLE   2,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 288 7,024 SH   SOLE   7,024 0 0
AT&T INC COM 00206R102 347 9,167 SH   SOLE   9,167 0 0
AXALTA COATING SYS LTD COM G0750C108 1,261 41,815 SH   SOLE   39,115 0 2,700
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 233,606 44,924,241 SH   SOLE 1 25,214,750 194,050 19,515,441
BANK AMER CORP COM 060505104 543,065 18,617,243 SH   SOLE 1 11,395,361 0 7,221,882
BECTON DICKINSON & CO COM 075887109 304 1,202 SH   SOLE   2 0 1,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,559 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 738 3,550 SH   SOLE   3,550 0 0
BOK FINL CORP COM NEW 05561Q201 226,562 2,862,439 SH   SOLE 1 1,777,297 0 1,085,142
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 29,653 558,550 SH   SOLE   498,636 45,896 14,018
CABOT OIL & GAS CORP COM 127097103 237,444 13,514,163 SH   SOLE 1 6,335,855 0 7,178,308
CAMECO CORP COM 13321L108 8,863 932,914 SH   SOLE   835,672 71,366 25,876
CAPITAL ONE FINL CORP COM 14040H105 375,875 4,131,403 SH   SOLE 1 2,549,382 0 1,582,021
CARNIVAL CORP UNIT 99/99/9999 143658300 16,455 376,468 SH   SOLE   335,332 32,448 8,688
CHEVRON CORP NEW COM 166764100 514 4,332 SH   SOLE   2,682 0 1,650
CHUBB LIMITED COM H1467J104 383,544 2,375,767 SH   SOLE 1 1,466,866 0 908,901
CHURCH & DWIGHT INC COM 171340102 3,046 40,484 SH   SOLE   22,084 0 18,400
CINTAS CORP COM 172908105 3,670 13,690 SH   SOLE   7,790 0 5,900
COCA COLA CO COM 191216100 506,633 9,306,263 SH   SOLE 1 5,770,365 0 3,535,898
COCA COLA EUROPEAN PARTNERS SHS G25839104 32,258 581,694 SH   SOLE   479,408 37,426 64,860
COLGATE PALMOLIVE CO COM 194162103 1,974 26,853 SH   SOLE   26,853 0 0
COMMERCE BANCSHARES INC COM 200525103 246,596 4,065,886 SH   SOLE 1 2,471,474 0 1,594,412
CORTEVA INC COM 22052L104 11,427 408,103 SH   SOLE   407,042 0 1,061
COSTCO WHSL CORP NEW COM 22160K105 319 1,108 SH   SOLE   808 0 300
CULLEN FROST BANKERS INC COM 229899109 224,883 2,539,611 SH   SOLE 1 1,569,464 0 970,147
DANAHER CORPORATION COM 235851102 679,916 4,707,582 SH   SOLE 1 2,895,885 0 1,811,697
DONALDSON INC COM 257651109 568 10,907 SH   SOLE   907 0 10,000
DOVER CORP COM 260003108 430 4,320 SH   SOLE   2,720 0 1,600
DOW INC COM 260557103 19,476 408,726 SH   SOLE   406,999 0 1,727
DUPONT DE NEMOURS INC COM 26614N102 30,586 428,916 SH   SOLE   427,189 0 1,727
EAST WEST BANCORP INC COM 27579R104 265,126 5,986,140 SH   SOLE 1 3,685,361 0 2,300,779
EMERSON ELEC CO COM 291011104 1,011 15,114 SH   SOLE   1,514 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 284,300 2,127,991 SH   SOLE 1 1,309,833 0 818,158
EXXON MOBIL CORP COM 30231G102 2,809 39,778 SH   SOLE   22,078 0 17,700
FRANKLIN ELEC INC COM 353514102 1,259 26,334 SH   SOLE   10,334 0 16,000
GENERAL DYNAMICS CORP COM 369550108 348,230 1,905,706 SH   SOLE 1 1,347,352 0 558,354
GRAINGER W W INC COM 384802104 560 1,883 SH   SOLE   1,233 0 650
HALLIBURTON CO COM 406216101 170,390 9,039,277 SH   SOLE 1 5,591,230 0 3,448,047
HOME DEPOT INC COM 437076102 464,797 2,003,262 SH   SOLE 1 1,206,363 0 796,899
HONEYWELL INTL INC COM 438516106 54,495 322,074 SH   SOLE   7,674 0 314,400
ILLINOIS TOOL WKS INC COM 452308109 1,924 12,295 SH   SOLE   6,795 0 5,500
ING GROEP N V SPONSORED ADR 456837103 15,422 1,475,751 SH   SOLE   1,320,352 131,571 23,828
INTEL CORP COM 458140100 211 4,100 SH   SOLE   4,100 0 0
INTUIT COM 461202103 765 2,877 SH   SOLE   2,877 0 0
ISHARES INC MSCI STH KOR ETF 464286772 536 9,510 SH   SOLE   7,360 0 2,150
ISHARES TR GLOB HLTHCRE ETF 464287325 544 8,900 SH   SOLE   8,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 13,925 213,547 SH   SOLE   213,547 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 326 7,970 SH   SOLE   7,970 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 11,154 86,964 SH   SOLE   86,896 0 68
JOHNSON & JOHNSON COM 478160104 4,821 37,260 SH   SOLE   17,187 0 20,073
JOHNSON CTLS INTL PLC SHS G51502105 434,559 9,901,101 SH   SOLE 1 6,101,740 0 3,799,361
JPMORGAN CHASE & CO COM 46625H100 359,626 3,055,704 SH   SOLE 1 1,893,421 0 1,162,283
KIMBERLY CLARK CORP COM 494368103 1,465 10,316 SH   SOLE   9,516 0 800
KONTOOR BRANDS INC COM 50050N103 320 9,129 SH   SOLE   5,117 0 4,012
LENNAR CORP CL A 526057104 413,412 7,402,190 SH   SOLE 1 4,582,339 0 2,819,851
LENNAR CORP CL B 526057302 5,332 120,175 SH   SOLE 1 70,045 0 50,130
LOWES COS INC COM 548661107 40,872 371,701 SH   SOLE   333,433 0 38,268
MARTIN MARIETTA MATLS INC COM 573284106 515,620 1,881,140 SH   SOLE 1 1,161,953 0 719,187
MASCO CORP COM 574599106 233 5,600 SH   SOLE   5,600 0 0
MEDTRONIC PLC SHS G5960L103 517,648 4,765,683 SH   SOLE 1 2,910,363 0 1,855,320
MICROCHIP TECHNOLOGY INC COM 595017104 512,734 5,518,607 SH   SOLE 1 3,421,819 0 2,096,788
MICROSOFT CORP COM 594918104 798,548 5,743,713 SH   SOLE 1 3,551,502 0 2,192,211
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 175,037 34,456,140 SH   SOLE 1 18,936,935 0 15,519,205
MONDELEZ INTL INC CL A 609207105 565 10,214 SH   SOLE   3,510 0 6,704
MORGAN STANLEY COM NEW 617446448 31,617 740,965 SH   SOLE   740,965 0 0
NATIONAL FUEL GAS CO N J COM 636180101 23,753 506,235 SH   SOLE   415,594 0 90,641
NORDSTROM INC COM 655664100 621 18,448 SH   SOLE   18,448 0 0
NOVARTIS A G SPONSORED ADR 66987V109 305,050 3,510,362 SH   SOLE 1 2,160,103 18,606 1,331,653
ORIX CORP SPONSORED ADR 686330101 15,872 211,205 SH   SOLE   187,235 17,435 6,535
OSHKOSH CORP COM 688239201 433,980 5,725,331 SH   SOLE 1 3,551,144 0 2,174,187
PARKER HANNIFIN CORP COM 701094104 418,056 2,314,691 SH   SOLE 1 1,415,001 0 899,690
PAYPAL HLDGS INC COM 70450Y103 541,644 5,228,730 SH   SOLE 1 3,218,411 0 2,010,319
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,155 45,585 SH   SOLE   44,035 0 1,550
PEPSICO INC COM 713448108 5,172 37,723 SH   SOLE   17,563 0 20,160
PFIZER INC COM 717081103 2,571 71,543 SH   SOLE   31,867 0 39,676
PHILLIPS 66 COM 718546104 447,145 4,366,652 SH   SOLE 1 2,685,885 0 1,680,767
PIONEER NAT RES CO COM 723787107 238,101 1,893,143 SH   SOLE 1 1,175,702 0 717,441
PNC FINL SVCS GROUP INC COM 693475105 44,083 314,520 SH   SOLE   314,520 0 0
PPG INDS INC COM 693506107 448,814 3,787,139 SH   SOLE 1 2,337,955 0 1,449,184
PROCTER & GAMBLE CO COM 742718109 360 2,896 SH   SOLE   2,896 0 0
RPM INTL INC COM 749685103 63,777 926,850 SH   SOLE   925,299 0 1,551
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 29,073 580,758 SH   SOLE   487,184 33,219 60,355
SMUCKER J M CO COM NEW 832696405 1,608 14,617 SH   SOLE   7,317 0 7,300
SONY CORP SPONSORED ADR 835699307 403,522 6,824,327 SH   SOLE 1 3,847,459 34,720 2,942,148
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,289 54,888 SH   SOLE   39,448 0 15,440
STARBUCKS CORP COM 855244109 354 4,000 SH   SOLE   0 0 4,000
STRYKER CORP COM 863667101 306 1,417 SH   SOLE   1,417 0 0
SUN CMNTYS INC COM 866674104 296,597 1,997,962 SH   SOLE 1 1,219,973 0 777,989
TOTAL S A SPONSORED ADS 89151E109 22,674 436,045 SH   SOLE   389,102 34,208 12,735
TWITTER INC COM 90184L102 421,018 10,218,876 SH   SOLE 1 6,315,164 0 3,903,712
TYSON FOODS INC CL A 902494103 446,203 5,179,969 SH   SOLE 1 3,181,442 0 1,998,527
UBS GROUP AG SHS H42097107 14,153 1,251,383 SH   SOLE   1,115,673 103,446 32,264
UNILEVER N V N Y SHS NEW 904784709 363,474 6,054,867 SH   SOLE 1 3,457,495 34,630 2,562,742
UNILEVER PLC SPON ADR NEW 904767704 998 16,612 SH   SOLE   16,319 0 293
UNION PACIFIC CORP COM 907818108 818 5,052 SH   SOLE   5,052 0 0
US BANCORP DEL COM NEW 902973304 719 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 6,978 78,408 SH   SOLE   37,508 0 40,900
VISA INC COM CL A 92826C839 464 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 269,633 4,874,943 SH   SOLE 1 3,003,033 0 1,871,910
WELLS FARGO CO NEW COM 949746101 333 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 343,994 5,060,224 SH   SOLE   1,852,978 0 3,207,246
ZIMMER BIOMET HLDGS INC COM 98956P102 618 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 10,070 1,065,980 SH   SOLE   784,780 0 281,200
AIA GROUP LTD SPONS ADR FOREIGN 001317205 20,244 536,952 SH   SOLE   474,762 49,204 12,986
AKZO NOBEL NV FOREIGN 005458314 5,919 66,398 SH   SOLE   41,803 0 24,595
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 16,629 560,436 SH   SOLE   500,236 49,612 10,588
ALCON INC FOREIGN 00BJT1GR5 7,573 129,816 SH   SOLE   86,416 0 43,400
AMUNDI SA FOREIGN 000BYZR01 6,957 99,740 SH   SOLE   62,261 0 37,479
ASSA ABLOY AB FOREIGN 00BYPC1T4 8,717 391,429 SH   SOLE   291,344 0 100,085
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 20,618 1,855,213 SH   SOLE   1,649,625 163,380 42,208
ASTELLAS PHARMA INC FOREIGN 006985383 1,666 117,075 SH   SOLE   117,075 0 0
BANCO BILBAO VIZCAYA ARGENTARIA SA FOREIGN 005501906 5,677 1,089,536 SH   SOLE   791,236 0 298,300
BASF SE FOREIGN 005086577 3,592 51,530 SH   SOLE   30,630 0 20,900
BASF SE SPONS ADR FOREIGN 055262505 16,511 946,067 SH   SOLE   843,473 78,777 23,817
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 8,198 154,295 SH   SOLE   88,795 0 65,500
CAMECO CORP FOREIGN 002166160 3,285 345,784 SH   SOLE   244,784 0 101,000
CARNIVAL PLC FOREIGN 003121522 8,391 202,587 SH   SOLE   148,344 0 54,243
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 5,635 325,423 SH   SOLE   202,979 0 122,444
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 15,787 448,307 SH   SOLE   398,747 41,775 7,785
COMPASS GROUP PLC FOREIGN 00BD6K457 9,570 372,042 SH   SOLE   242,442 0 129,600
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 29,419 1,141,567 SH   SOLE   1,013,173 95,840 32,554
DASSAULT SYSTEMES SE FOREIGN 005330047 11,273 79,107 SH   SOLE   59,406 0 19,701
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 24,590 173,097 SH   SOLE   153,970 14,882 4,245
DBS GROUP HOLDINGS LTD FOREIGN 006175203 6,617 365,702 SH   SOLE   234,402 0 131,300
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 20,667 285,529 SH   SOLE   254,477 22,625 8,427
ERSTE GROUP BANK AG FOREIGN 005289837 6,986 211,251 SH   SOLE   149,851 0 61,400
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 17,211 1,042,601 SH   SOLE   927,901 84,791 29,909
EXPERIAN PLC FOREIGN 00B19NLV4 7,096 222,166 SH   SOLE   128,666 0 93,500
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 29,340 915,907 SH   SOLE   818,429 75,765 21,713
HEINEKEN NV FOREIGN 007792559 10,418 96,399 SH   SOLE   66,349 0 30,050
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 27,382 506,298 SH   SOLE   449,486 42,321 14,491
HOSHIZAKI CORP FOREIGN 00J235410 9,166 116,723 SH   SOLE   85,773 0 30,950
KDDI CORP FOREIGN 006248990 7,094 271,470 SH   SOLE   176,270 0 95,200
KDDI CORP ADR FOREIGN 48667L106 21,576 1,651,823 SH   SOLE   1,467,293 136,015 48,515
KUBOTA CORP FOREIGN 006497509 8,371 553,670 SH   SOLE   423,070 0 130,600
KUBOTA CORP ADR FOREIGN 501173207 17,971 236,605 SH   SOLE   209,696 20,505 6,404
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 12,453 31,334 SH   SOLE   22,648 0 8,686
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 29,547 372,035 SH   SOLE   331,752 31,724 8,559
MARUI GROUP CO LTD FOREIGN 006569527 8,220 389,440 SH   SOLE   267,360 0 122,080
MARUI GROUP CO LTD ADR FOREIGN 573814308 19,841 467,894 SH   SOLE   418,273 40,778 8,843
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 603 118,900 SH   SOLE   118,900 0 0
NIDEC CORP FOREIGN 006640682 11,693 87,061 SH   SOLE   63,561 0 23,500
NIDEC CORP SPONS ADR FOREIGN 654090109 24,863 737,715 SH   SOLE   656,449 62,268 18,998
NOVARTIS AG FOREIGN 007103065 6,879 79,310 SH   SOLE   52,010 0 27,300
ORIX CORP FOREIGN 006661144 6,840 459,000 SH   SOLE   338,700 0 120,300
PEYTO EXPLORATION & DEVELOPMENT CORP FOREIGN 717046106 466 184,812 SH   SOLE   181,112 0 3,700
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 5,098 65,386 SH   SOLE   38,786 0 26,600
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 14,081 894,768 SH   SOLE   771,646 94,890 28,232
SAFRAN SA FOREIGN 00B058TZ6 9,210 58,497 SH   SOLE   36,623 0 21,874
SAFRAN SA SPONS ADR FOREIGN 786584102 22,420 569,991 SH   SOLE   494,371 61,686 13,934
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 5,867 143,100 SH   SOLE   81,900 0 61,200
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 2,318 70,200 SH   SOLE   70,200 0 0
SAMSUNG ELECTRONICS CO LTD SPONS ADR FOREIGN 796050888 1,425 1,400 SH   SOLE   1,400 0 0
SHINSEI BANK LTD FOREIGN 006730936 3,825 262,735 SH   SOLE   167,975 0 94,760
SHINSEI BANK LTD SPONS ADR FOREIGN 824631105 10,768 3,654,131 SH   SOLE   3,270,092 315,103 68,936
SONY CORP FOREIGN 006821506 11,799 200,970 SH   SOLE   147,670 0 53,300
SYMRISE AG FOREIGN 00B1JB4K8 10,885 112,270 SH   SOLE   81,852 0 30,418
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 21,900 902,017 SH   SOLE   802,492 80,379 19,146
TORAY INDUSTRIES INC FOREIGN 006897143 7,774 1,047,798 SH   SOLE   781,898 0 265,900
TORAY INDUSTRIES INC ADR FOREIGN 890880206 15,215 1,024,428 SH   SOLE   913,789 84,171 26,468
TOTAL SA FOREIGN 00B15C557 7,645 146,488 SH   SOLE   95,488 0 51,000
UBS GROUP AG FOREIGN 00BRJL176 5,855 515,603 SH   SOLE   362,603 0 153,000
UNILEVER NV FOREIGN 00B12T3J1 8,376 139,355 SH   SOLE   90,855 0 48,500