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
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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
ABBOTT LABORATORIES Common Stocks 002824100 222 2,559 SH   SOLE   2,559 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 341 1,609 SH   SOLE   1,609 0 0
AMERICAN INTERNATIONAL GROUP Common Stocks 026874784 342 6,670 SH   SOLE   6,670 0 0
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 27,919 220,878 SH   SOLE   80,233 0 140,645
BAKER HUGHES CO Common Stocks 05722G100 2,771 108,108 SH   SOLE   25,503 0 82,605
BANK OF AMERICA CORP Common Stocks 060505104 3,538 100,460 SH   SOLE   24,955 0 75,505
BP PLC-SPONS ADR Equity Depositary Receipts 055622104 472 12,499 SH   SOLE   12,499 0 0
CANADIAN NATURAL RESOURCES Common Stocks 136385101 70,882 2,191,595 SH   SOLE   1,924,795 0 266,800
CANADIAN PACIFIC RAILWAY LTD Common Stocks 13645T100 1,285 5,041 SH   SOLE   2,541 0 2,500
CAPRI HOLDINGS LTD Common Stocks G1890L107 129,382 3,391,415 SH   SOLE   3,193,315 0 198,100
CHEMOURS CO/THE Common Stocks 163851108 1,335 73,819 SH   SOLE   22,975 0 50,844
CIGNA CORP Common Stocks 125523100 311 1,521 SH   SOLE   1,521 0 0
CITIGROUP INC Common Stocks 172967424 3,861 48,325 SH   SOLE   14,284 0 34,041
CNH INDUSTRIAL NV Common Stocks N20944109 29,333 2,671,571 SH   SOLE   2,376,997 0 294,574
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 70,035 1,129,226 SH   SOLE   381,648 0 747,578
CONDUENT INC Common Stocks 206787103 4,381 706,562 SH   SOLE   179,902 0 526,660
CVS HEALTH CORP Common Stocks 126650100 4,998 67,279 SH   SOLE   18,685 0 48,594
DISCOVERY INC - A Common Stocks 25470F104 1,412 43,138 SH   SOLE   11,415 0 31,723
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 374 9,225 SH   SOLE   9,225 0 0
ENTERGY CORP Common Stocks 29364G103 226 1,888 SH   SOLE   1,888 0 0
FEDEX CORP Common Stocks 31428X106 1,347 8,905 SH   SOLE   2,834 0 6,071
FLUOR CORP Common Stocks 343412102 1,314 69,591 SH   SOLE   16,431 0 53,160
FRANKLIN RESOURCES INC Common Stocks 354613101 2,807 108,050 SH   SOLE   28,775 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 4,411 67,876 SH   SOLE   20,392 0 47,484
HEWLETT PACKARD ENTERPRISE Common Stocks 42824C109 1,253 78,997 SH   SOLE   14,209 0 64,788
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 83,655 5,543,743 SH   SOLE   3,108,390 0 2,435,353
ISHARES CORE MSCI EMERGING ETF 46434G103 2,916 54,249 SH   SOLE   0 0 54,249
ISHARES MSCI INDIA ETF ETF 46429B598 3,792 107,869 SH   SOLE   0 0 107,869
ISHARES MSCI TAIWAN ETF ETF 46434G772 8,545 207,766 SH   SOLE   0 0 207,766
JD.COM INC-ADR Equity Depositary Receipts 47215P106 451 12,800 SH   SOLE   12,800 0 0
JOYY INC Equity Depositary Receipts 46591M109 20,279 384,146 SH   SOLE   134,983 0 249,163
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 614 14,843 SH   SOLE   5,114 0 9,729
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 36,093 1,326,933 SH   SOLE   496,774 0 830,159
LEAR CORP Common Stocks 521865204 1,604 11,688 SH   SOLE   3,704 0 7,984
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,684 74,064 SH   SOLE   43,002 0 31,062
LIBERTY LATIN AMERIC-CL C Common Stocks G9001E128 1,233 63,379 SH   SOLE   36,839 0 26,540
LINDE PLC Common Stocks G5494J103 272 1,278 SH   SOLE   1,278 0 0
METLIFE INC Common Stocks 59156R108 1,269 24,905 SH   SOLE   6,530 0 18,375
MOSAIC CO/THE Common Stocks 61945C103 2,225 102,806 SH   SOLE   39,124 0 63,682
MYLAN NV Common Stocks N59465109 3,653 181,721 SH   SOLE   45,621 0 136,100
NUTRIEN LTD Common Stocks 67077M108 29,056 606,910 SH   SOLE   565,252 0 41,658
NXP SEMICONDUCTORS NV Common Stocks N6596X109 74,397 584,608 SH   SOLE   518,538 0 66,070
OCCIDENTAL PETROLEUM CORP Common Stocks 674599105 233 5,643 SH   SOLE   5,643 0 0
ON SEMICONDUCTOR CORP Common Stocks 682189105 5,452 223,621 SH   SOLE   54,946 0 168,675
POSCO- SPON ADR Equity Depositary Receipts 693483109 776 15,323 SH   SOLE   5,827 0 9,496
PROCTER & GAMBLE CO/THE Common Stocks 742718109 228 1,823 SH   SOLE   1,823 0 0
QORVO INC Common Stocks 74736K101 917 7,888 SH   SOLE   1,875 0 6,013
QURATE RETAIL INC-SERIES A Common Stocks 74915M100 124 14,767 SH   SOLE   14,767 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 28,732 146,576 SH   SOLE   140,003 0 6,573
SASOL LTD-SPONSORED ADR Equity Depositary Receipts 803866300 18,936 876,252 SH   SOLE   347,153 0 529,099
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 62,979 1,241,953 SH   SOLE   655,369 0 586,584
SLM CORP Common Stocks 78442P106 1,336 149,950 SH   SOLE   36,744 0 113,206
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 119,846 2,062,756 SH   SOLE   1,811,879 0 250,877
TAPESTRY INC Common Stocks 876030107 2,489 92,293 SH   SOLE   29,386 0 62,907
UBS GROUP AG-REG Common Stocks H42097107 1,434 113,537 SH   SOLE   78,261 0 35,276
UNITED TECHNOLOGIES CORP Common Stocks 913017109 221 1,476 SH   SOLE   1,476 0 0
WELLS FARGO & CO Common Stocks 949746101 226 4,198 SH   SOLE   4,198 0 0