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 1,735 9,834 SH   SOLE   4,984 0 4,850
ABBOTT LABS COM 002824100 6,731 77,498 SH   SOLE   49,236 0 28,262
ABBVIE INC COM 00287Y109 7,027 79,364 SH   SOLE   50,888 0 28,476
ACADIA HEALTHCARE COMPANY IN COM 00404A109 345 10,376 SH   SOLE   8,870 0 1,506
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 49,983 237,372 SH   SOLE   151,029 12,977 73,366
ADOBE INC COM 00724F101 1,422,176 4,312,106 SH   SOLE 1 3,256,853 0 1,055,253
ALCON INC ORD SHS H01301128 562,156 9,937,355 SH   SOLE 1 7,463,654 25,858 2,447,843
ALLEGION PUB LTD CO ORD SHS G0176J109 783,686 6,292,648 SH   SOLE 1 4,744,803 0 1,547,845
AMERICAN EXPRESS CO COM 025816109 1,643 13,200 SH   SOLE   12,700 0 500
AMERIPRISE FINL INC COM 03076C106 746,318 4,480,238 SH   SOLE 1 3,354,826 0 1,125,412
AMGEN INC COM 031162100 919,603 3,814,672 SH   SOLE 1 2,858,111 0 956,561
ANSYS INC COM 03662Q105 983,645 3,821,315 SH   SOLE 1 2,888,634 0 932,681
APPLE INC COM 037833100 587 2,000 SH   SOLE   2,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 323 6,979 SH   SOLE   6,979 0 0
AT&T INC COM 00206R102 349 8,931 SH   SOLE   8,931 0 0
AXALTA COATING SYS LTD COM G0750C108 2,341 76,994 SH   SOLE   74,594 0 2,400
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 13,596 2,436,497 SH   SOLE   1,670,754 179,108 593,419
BANK AMER CORP COM 060505104 1,005,031 28,535,796 SH   SOLE 1 21,565,069 0 6,970,727
BECTON DICKINSON & CO COM 075887109 326 1,200 SH   SOLE   0 0 1,200
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,698 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 804 3,550 SH   SOLE   3,550 0 0
BOK FINL CORP COM NEW 05561Q201 288,443 3,300,259 SH   SOLE 1 2,238,647 0 1,061,612
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 34,803 602,131 SH   SOLE   401,247 41,636 158,585
CABOT OIL & GAS CORP COM 127097103 487,648 28,009,678 SH   SOLE 1 19,468,948 0 8,540,730
CAMECO CORP COM 13321L108 8,612 967,626 SH   SOLE   684,329 65,986 219,842
CAPITAL ONE FINL CORP COM 14040H105 642,502 6,243,336 SH   SOLE 1 4,730,096 0 1,513,240
CARNIVAL CORP UNIT 99/99/9999 143658300 19,872 390,950 SH   SOLE   269,519 29,656 93,037
CHEVRON CORP NEW COM 166764100 521 4,326 SH   SOLE   2,676 0 1,650
CHUBB LIMITED COM H1467J104 581,039 3,732,746 SH   SOLE 1 2,825,450 0 907,296
CHURCH & DWIGHT INC COM 171340102 2,846 40,466 SH   SOLE   22,066 0 18,400
CINTAS CORP COM 172908105 3,636 13,511 SH   SOLE   7,611 0 5,900
COCA COLA CO COM 191216100 795,692 14,375,647 SH   SOLE 1 10,858,972 0 3,516,675
COCA COLA EUROPEAN PARTNERS SHS G25839104 32,174 631,380 SH   SOLE   400,631 33,524 197,225
COLGATE PALMOLIVE CO COM 194162103 1,847 26,831 SH   SOLE   26,831 0 0
COMMERCE BANCSHARES INC COM 200525103 370,576 5,454,453 SH   SOLE 1 3,764,274 0 1,690,179
CORTEVA INC COM 22052L104 409,145 13,841,155 SH   SOLE 1 9,864,829 0 3,976,326
COSTCO WHSL CORP NEW COM 22160K105 324 1,104 SH   SOLE   804 0 300
CULLEN FROST BANKERS INC COM 229899109 372,856 3,813,210 SH   SOLE 1 2,878,435 0 934,775
DANAHER CORPORATION COM 235851102 1,102,091 7,180,679 SH   SOLE 1 5,404,797 0 1,775,882
DONALDSON INC COM 257651109 628 10,900 SH   SOLE   900 0 10,000
DOVER CORP COM 260003108 498 4,320 SH   SOLE   2,720 0 1,600
EAST WEST BANCORP INC COM 27579R104 334,329 6,865,067 SH   SOLE 1 4,715,842 0 2,149,225
EMERSON ELEC CO COM 291011104 1,153 15,115 SH   SOLE   1,515 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 455,977 6,477,865 SH   SOLE 1 4,861,278 0 1,616,587
EXXON MOBIL CORP COM 30231G102 2,776 39,785 SH   SOLE   22,085 0 17,700
FRANKLIN ELEC INC COM 353514102 1,509 26,334 SH   SOLE   10,334 0 16,000
GENERAL DYNAMICS CORP COM 369550108 555,990 3,152,766 SH   SOLE 1 2,601,354 0 551,412
GRAINGER W W INC COM 384802104 637 1,883 SH   SOLE   1,233 0 650
HALLIBURTON CO COM 406216101 330,679 13,513,634 SH   SOLE 1 10,428,109 0 3,085,525
HOME DEPOT INC COM 437076102 712,504 3,262,679 SH   SOLE 1 2,465,258 0 797,421
HONEYWELL INTL INC COM 438516106 55,292 312,382 SH   SOLE   1,700 0 310,682
ILLINOIS TOOL WKS INC COM 452308109 2,199 12,240 SH   SOLE   6,740 0 5,500
ING GROEP N V SPONSORED ADR 456837103 18,457 1,531,686 SH   SOLE   1,037,450 120,346 373,890
INTEL CORP COM 458140100 245 4,100 SH   SOLE   4,100 0 0
INTUIT COM 461202103 452 1,725 SH   SOLE   1,725 0 0
ISHARES INC MSCI STH KOR ETF 464286772 587 9,442 SH   SOLE   7,442 0 2,000
ISHARES TR MSCI EMG MKT ETF 464287234 410 9,130 SH   SOLE   9,130 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 612 8,900 SH   SOLE   8,900 0 0
ISHARES TR MSCI EAFE ETF 464287465 20,943 301,592 SH   SOLE   206,263 0 95,329
ISHARES TR RUS 1000 VAL ETF 464287598 14,969 109,679 SH   SOLE   87,268 0 22,411
JOHNSON & JOHNSON COM 478160104 5,437 37,272 SH   SOLE   17,199 0 20,073
JOHNSON CTLS INTL PLC SHS G51502105 638,608 15,686,767 SH   SOLE 1 11,877,867 0 3,808,900
JPMORGAN CHASE & CO COM 46625H100 654,847 4,697,612 SH   SOLE 1 3,568,786 0 1,128,826
KIMBERLY CLARK CORP COM 494368103 1,421 10,332 SH   SOLE   9,532 0 800
KONTOOR BRANDS INC COM 50050N103 383 9,129 SH   SOLE   5,117 0 4,012
LENNAR CORP CL A 526057104 640,862 11,487,040 SH   SOLE 1 8,698,687 0 2,788,353
LENNAR CORP CL B 526057302 5,359 119,880 SH   SOLE 1 73,449 0 46,431
LOWES COS INC COM 548661107 44,061 367,910 SH   SOLE   328,137 0 39,773
MAGNA INTL INC COM 559222401 22,598 412,065 SH   SOLE   278,078 30,190 103,797
MARTIN MARIETTA MATLS INC COM 573284106 757,725 2,709,646 SH   SOLE 1 2,004,344 0 705,302
MASCO CORP COM 574599106 269 5,600 SH   SOLE   5,600 0 0
MEDTRONIC PLC SHS G5960L103 832,516 7,338,178 SH   SOLE 1 5,512,916 0 1,825,262
MICROCHIP TECHNOLOGY INC COM 595017104 893,578 8,533,019 SH   SOLE 1 6,462,100 0 2,070,919
MICROSOFT CORP COM 594918104 1,387,667 8,799,412 SH   SOLE 1 6,648,016 0 2,151,396
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 312,466 57,544,371 SH   SOLE 1 42,240,924 0 15,303,447
MONDELEZ INTL INC CL A 609207105 541 9,814 SH   SOLE   3,110 0 6,704
MORGAN STANLEY COM NEW 617446448 37,887 741,145 SH   SOLE   741,145 0 0
NORDSTROM INC COM 655664100 753 18,400 SH   SOLE   18,400 0 0
NOVARTIS A G SPONSORED ADR 66987V109 548,082 5,788,168 SH   SOLE 1 4,418,180 16,942 1,353,046
ORIX CORP SPONSORED ADR 686330101 19,101 229,004 SH   SOLE   151,626 15,831 61,547
OSHKOSH CORP COM 688239201 670,031 7,079,037 SH   SOLE 1 4,949,249 0 2,129,788
PARKER HANNIFIN CORP COM 701094104 741,554 3,602,926 SH   SOLE 1 2,715,541 0 887,385
PAYPAL HLDGS INC COM 70450Y103 843,998 7,802,512 SH   SOLE 1 5,873,933 0 1,928,579
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,283 45,456 SH   SOLE   44,106 0 1,350
PEPSICO INC COM 713448108 5,155 37,716 SH   SOLE   17,556 0 20,160
PFIZER INC COM 717081103 2,803 71,543 SH   SOLE   31,867 0 39,676
PHILLIPS 66 COM 718546104 763,319 6,851,443 SH   SOLE 1 5,195,620 0 1,655,823
PIONEER NAT RES CO COM 723787107 427,631 2,825,072 SH   SOLE 1 2,146,503 0 678,569
PNC FINL SVCS GROUP INC COM 693475105 75,269 471,522 SH   SOLE   471,522 0 0
PPG INDS INC COM 693506107 773,661 5,795,649 SH   SOLE 1 4,382,342 0 1,413,307
PROCTER & GAMBLE CO COM 742718109 364 2,917 SH   SOLE   2,917 0 0
RPM INTL INC COM 749685103 71,138 926,757 SH   SOLE   925,357 0 1,400
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 34,086 632,748 SH   SOLE   420,858 30,441 181,449
SMUCKER J M CO COM NEW 832696405 1,522 14,617 SH   SOLE   7,317 0 7,300
SONY CORP SPONSORED ADR 835699307 740,778 10,893,801 SH   SOLE 1 7,979,577 31,878 2,882,346
SPDR S&P 500 ETF TR TR UNIT 78462F103 499,286 1,551,253 SH   SOLE   1,497,590 0 53,663
STARBUCKS CORP COM 855244109 352 4,000 SH   SOLE   0 0 4,000
STRYKER CORP COM 863667101 297 1,413 SH   SOLE   1,413 0 0
SUN CMNTYS INC COM 866674104 454,537 3,028,227 SH   SOLE 1 2,264,629 0 763,598
TOTAL S A SPONSORED ADS 89151E109 26,084 471,687 SH   SOLE   318,629 30,546 122,512
TWITTER INC COM 90184L102 488,901 15,254,332 SH   SOLE 1 11,459,888 0 3,794,444
TYSON FOODS INC CL A 902494103 743,301 8,164,552 SH   SOLE 1 6,194,550 0 1,970,002
UBS GROUP AG SHS H42097107 16,243 1,291,201 SH   SOLE   885,001 89,977 316,223
UNILEVER N V N Y SHS NEW 904784709 547,115 9,521,669 SH   SOLE 1 6,881,981 31,152 2,608,536
UNILEVER PLC SPON ADR NEW 904767704 1,088 19,036 SH   SOLE   14,826 0 4,210
UNION PACIFIC CORP COM 907818108 914 5,054 SH   SOLE   5,054 0 0
US BANCORP DEL COM NEW 902973304 771 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 7,806 78,328 SH   SOLE   37,428 0 40,900
VISA INC COM CL A 92826C839 507 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 280,619 4,759,485 SH   SOLE 1 3,070,051 0 1,689,434
WELLS FARGO CO NEW COM 949746101 355 6,600 SH   SOLE   1,000 0 5,600
WILLIAMS SONOMA INC COM 969904101 371,688 5,061,112 SH   SOLE   1,853,866 0 3,207,246
ZIMMER BIOMET HLDGS INC COM 98956P102 674 4,500 SH   SOLE   2,000 0 2,500
AIA Group Ltd FOREIGN 00B4TX8S1 12,371 1,178,580 SH   SOLE   812,980 0 365,600
AIA Group Ltd SPONS ADR FOREIGN 001317205 24,333 578,698 SH   SOLE   377,460 44,116 157,122
Akzo Nobel NV FOREIGN 005458314 7,747 76,223 SH   SOLE   44,228 0 31,995
Akzo Nobel NV SPONS ADR FOREIGN 010199503 20,465 602,051 SH   SOLE   397,772 45,188 159,091
Alcon Inc FOREIGN 00BJT1GR5 8,396 148,140 SH   SOLE   90,840 0 57,300
Amundi SA FOREIGN 000BYZR01 8,901 113,565 SH   SOLE   65,853 0 47,712
Assa Abloy AB FOREIGN 00BYPC1T4 9,959 426,065 SH   SOLE   296,480 0 129,585
Assa Abloy AB SPONS ADR FOREIGN 045387107 23,425 2,007,699 SH   SOLE   1,311,361 150,008 548,686
Astellas Pharma Inc FOREIGN 006985383 1,876 108,975 SH   SOLE   108,975 0 0
Banco Bilbao Vizcaya Argentaria SA FOREIGN 005501906 6,740 1,206,269 SH   SOLE   819,469 0 386,800
BASF SE FOREIGN 005086577 4,548 60,220 SH   SOLE   32,720 0 27,500
BASF SE SPONS ADR FOREIGN 055262505 18,840 1,002,190 SH   SOLE   671,670 71,972 258,548
Brookfield Asset Management Inc FOREIGN 002092599 10,529 182,295 SH   SOLE   95,795 0 86,500
Cameco Corp FOREIGN 002166160 3,431 386,279 SH   SOLE   254,279 0 132,000
Carnival PLC FOREIGN 003121522 10,727 221,969 SH   SOLE   152,286 0 69,683
Close Brothers Group PLC FOREIGN 000766807 7,834 369,653 SH   SOLE   212,528 0 157,125
Close Brothers Group PLC UNSPONS ADR FOREIGN 189062102 20,436 478,131 SH   SOLE   318,759 37,163 122,070
Compass Group PLC FOREIGN 00BD6K457 9,584 382,348 SH   SOLE   211,148 0 171,200
Compass Group PLC SPONS ADR FOREIGN 20449X401 30,234 1,201,997 SH   SOLE   793,576 85,577 322,844
Dassault Systemes SE FOREIGN 005330047 14,298 87,007 SH   SOLE   61,306 0 25,701
Dassault Systemes SE SPONS ADR FOREIGN 237545108 30,814 187,313 SH   SOLE   122,191 13,548 51,574
DBS Group Holdings Ltd FOREIGN 006175203 9,523 495,302 SH   SOLE   322,202 0 173,100
DBS Group Holdings Ltd SPONS ADR FOREIGN 23304Y100 23,558 305,644 SH   SOLE   206,855 20,518 78,271
Erste Group Bank AG FOREIGN 005289837 8,914 236,874 SH   SOLE   155,974 0 80,900
Erste Group Bank AG SPONS ADR FOREIGN 296036304 21,043 1,119,623 SH   SOLE   748,159 77,656 294,738
Experian PLC FOREIGN 00B19NLV4 8,862 261,856 SH   SOLE   138,456 0 123,400
Experian PLC SPONS ADR FOREIGN 30215C101 33,248 980,209 SH   SOLE   655,083 62,528 262,165
Heineken NV FOREIGN 007792559 11,614 109,124 SH   SOLE   69,424 0 39,700
Heineken NV SPONS ADR L1 FOREIGN 423012301 28,934 542,271 SH   SOLE   359,386 38,061 144,824
Hoshizaki Corp FOREIGN 00B3FF8W8 11,276 125,723 SH   SOLE   86,873 0 38,850
KDDI Corp FOREIGN 006248990 10,812 360,970 SH   SOLE   235,370 0 125,600
KDDI Corp ADR FOREIGN 48667L106 26,502 1,775,524 SH   SOLE   1,186,905 122,667 465,952
Kubota Corp FOREIGN 006497509 9,624 605,570 SH   SOLE   435,570 0 170,000
Kubota Corp ADR FOREIGN 501173207 20,147 254,453 SH   SOLE   165,719 18,590 70,144
LVMH Moet Hennessy Louis Vuitton SE FOREIGN 004061412 16,167 34,809 SH   SOLE   23,473 0 11,336
LVMH Moet Hennessy Louis Vuitton SE ADR FOREIGN 502441306 37,250 399,886 SH   SOLE   261,460 26,354 112,072
Magna International Inc FOREIGN 559222955 7,798 142,285 SH   SOLE   77,385 0 64,900
Marui Group Co Ltd FOREIGN 006569527 12,317 501,340 SH   SOLE   342,460 0 158,880
Marui Group Co Ltd ADR FOREIGN 573814308 25,034 509,704 SH   SOLE   333,775 37,398 138,531
Mitsubishi UFJ Financial Group Inc FOREIGN 006335171 649 118,900 SH   SOLE   118,900 0 0
Nidec Corp FOREIGN 006640682 13,355 96,661 SH   SOLE   65,961 0 30,700
Nidec Corp SPONS ADR FOREIGN 654090109 26,944 784,647 SH   SOLE   516,093 49,228 219,326
Novartis AG FOREIGN 007103065 8,632 90,818 SH   SOLE   54,818 0 36,000
ORIX Corp FOREIGN 006661144 8,491 509,200 SH   SOLE   351,000 0 158,200
Reckitt Benckiser Group PLC FOREIGN 00B24CGK7 6,224 76,573 SH   SOLE   41,473 0 35,100
Reckitt Benckiser Group PLC SPONS ADR FOREIGN 756255204 15,855 967,716 SH   SOLE   600,699 85,900 281,117
Safran SA FOREIGN 00B058TZ6 10,380 67,253 SH   SOLE   38,779 0 28,474
Safran SA SPONS ADR FOREIGN 786584102 24,544 634,824 SH   SOLE   377,436 58,178 199,210
Samsung Electronics Co Ltd FOREIGN 006771720 8,193 169,700 SH   SOLE   89,000 0 80,700
Samsung Electronics Co Ltd FOREIGN 006773812 2,475 63,000 SH   SOLE   63,000 0 0
Samsung Electronics Co Ltd SPONS ADR FOREIGN 796050888 1,658 1,390 SH   SOLE   1,390 0 0
Shinsei Bank Ltd FOREIGN 006730936 4,609 298,835 SH   SOLE   176,275 0 122,560
Shinsei Bank Ltd SPONS ADR FOREIGN 824631105 12,084 3,916,186 SH   SOLE   2,604,341 289,835 1,022,010
Sony Corp FOREIGN 006821506 15,154 222,370 SH   SOLE   152,970 0 69,400
Symrise AG FOREIGN 00B1JB4K8 13,005 123,647 SH   SOLE   84,859 0 38,788
Symrise AG UNSPONS ADR FOREIGN 87155N109 25,646 977,919 SH   SOLE   635,870 72,566 269,483
Toray Industries Inc FOREIGN 006897143 7,778 1,139,798 SH   SOLE   793,398 0 346,400
Toray Industries Inc ADR FOREIGN 890880206 14,198 1,049,362 SH   SOLE   715,722 72,132 261,508
TOTAL SA FOREIGN 00B15C557 9,317 168,878 SH   SOLE   100,878 0 68,000
UBS Group AG FOREIGN 00BRJL176 5,870 464,267 SH   SOLE   263,067 0 201,200
Unilever NV FOREIGN 00B12T3J1 9,194 160,053 SH   SOLE   95,953 0 64,100