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
A.P. MOLLER - MAERSK A/S UNSPON ADR COM 00202F102 118 15,009 SH   SOLE   15,009 0 0
ABBVIE INC. COM 00287Y109 534 6,095 SH   SOLE   6,095 0 0
AECOM COM 00766T100 22,151 529,413 SH   SOLE   529,413 0 0
ALEXION PHARMACEUTICALS INC. COM 015351109 563 4,923 SH   SOLE   4,923 0 0
AMBEV SA SPON ADR COM 02319V103 1,711 757,165 SH   SOLE   757,165 0 0
AMDOCS LIMITED COM G02602103 572 9,956 SH   SOLE   9,956 0 0
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY COM 025676206 25,501 1,159,649 SH   SOLE   858,098 0 301,551
AMERICAN INTERNATIONAL GROUP INC. COM 026874784 497,002 18,053,090 SH   DFND 1,2 16,253,607 0 1,799,483
AMERISOURCEBERGEN CORPORATION COM 03073E105 541 5,581 SH   SOLE   5,581 0 0
AMGEN INC. COM 031162100 127,557 501,877 SH   SOLE   464,202 0 37,675
ARGO GROUP INTERNATIONAL HOLDINGS LTD. COM G0464B107 28,882 838,858 SH   SOLE   633,871 0 204,987
ARROW ELECTRONICS INC. COM 042735100 22,889 290,988 SH   SOLE   290,988 0 0
ASSOCIATED BANC-CORP COM 045487105 40,996 3,248,510 SH   SOLE   2,458,117 0 790,393
AVIS BUDGET GROUP INC. COM 053774105 55,505 2,108,864 SH   DFND 2 1,866,399 0 242,465
AVNET INC. COM 053807103 309,176 11,965,012 SH   DFND 2 10,215,732 0 1,749,280
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 291,359 6,615,778 SH   DFND 1,2 5,978,069 0 637,709
BAIDU INC. SPON ADR CLASS A COM 056752108 9,087 71,785 SH   OTR   0 0 71,785
BAIDU INC. SPON ADR CLASS A COM 056752108 98,487 777,999 SH   SOLE   559,970 0 218,029
BAKER HUGHES COMPANY CLASS A COM 05722G100 287,466 21,630,254 SH   DFND 1,2 19,262,443 0 2,367,811
BANK OF AMERICA CORP COM 060505104 260,616 10,818,423 SH   DFND 1 9,784,459 0 1,033,964
BELDEN INC. COM 077454106 43,632 1,402,059 SH   SOLE   1,084,394 0 317,665
BIOGEN INC. COM 09062X103 810 2,857 SH   SOLE   2,857 0 0
BOOKING HOLDINGS INC. COM 09857L108 76,538 44,741 SH   DFND 1 41,530 0 3,211
BRISTOL-MYERS SQUIBB COMPANY COM 110122108 87,786 1,456,064 SH   SOLE   1,456,064 0 0
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 434,735 6,049,748 SH   DFND 1 5,372,447 0 677,301
CARDINAL HEALTH INC. COM 14149Y108 145,821 3,105,881 SH   DFND 1,2 3,027,855 0 78,026
CARNIVAL CORPORATION COM 143658300 10,446 688,142 SH   DFND 1 651,860 0 36,282
CELESTICA INC. COM 15101Q108 47,378 6,866,416 SH   SOLE   5,196,948 0 1,669,468
CENOVUS ENERGY INC. COM 15135U109 71,749 18,444,378 SH   DFND 1,2 17,719,611 0 724,767
CEZ AS UNSPON ADR COM 157214305 2,002 211,609 SH   SOLE   211,609 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 574 4,772 SH   SOLE   4,772 0 0
CHINA CONSTRUCTION BANK CORPORATION UNSPON ADR COM 168919108 2,023 155,960 SH   SOLE   155,960 0 0
CHINA DONGXIANG (GROUP) CO. LTD. UNSPON ADR COM 16947S100 444 71,680 SH   SOLE   71,680 0 0
CHINA MOBILE LIMITED SPON ADR COM 16941M109 1,622 50,442 SH   SOLE   50,442 0 0
CHINA RESOURCES POWER HOLDINGS CO. LTD. UNSPON ADR COM 16943S104 2,620 158,337 SH   SOLE   158,337 0 0
CIGNA CORPORATION COM 125523100 75,750 447,139 SH   SOLE   427,433 0 19,706
CISCO SYSTEMS INC. COM 17275R102 22,528 571,925 SH   SOLE   571,925 0 0
CITIGROUP INC. COM 172967424 368,046 8,537,381 SH   DFND 1 7,522,837 0 1,014,544
CNO FINANCIAL GROUP INC. COM 12621E103 131,582 8,203,397 SH   DFND 2 7,362,505 0 840,892
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A COM 192446102 610,683 8,796,930 SH   DFND 1 7,292,364 0 1,504,566
COMERICA INCORPORATED COM 200340107 4,630 121,055 SH   SOLE   121,055 0 0
COMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR COM 204409601 1,606 868,296 SH   SOLE   868,296 0 0
CONSOLIDATED EDISON INC. COM 209115104 532 6,841 SH   SOLE   6,841 0 0
COWEN INC CLASS A COM 223622606 19,740 1,213,304 SH   SOLE   913,461 0 299,843
CVS HEALTH CORPORATION COM 126650100 67,650 1,158,394 SH   SOLE   1,158,394 0 0
DANA INCORPORATED COM 235825205 42,434 3,444,296 SH   SOLE   2,596,472 0 847,824
DIAMONDROCK HOSPITALITY COMPANY COM 252784301 18,966 3,740,846 SH   SOLE   2,758,551 0 982,295
DOLLAR TREE INC. COM 256746108 557 6,096 SH   SOLE   6,096 0 0
DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H COM 257738203 2,327 74,104 SH   SOLE   74,104 0 0
DOVER CORPORATION COM 260003108 31,318 289,071 SH   SOLE   289,071 0 0
DOW INC. COM 260557103 270,997 5,759,760 SH   DFND 1,2 5,378,334 0 381,426
EDISON INTERNATIONAL COM 281020107 297,864 5,858,842 SH   SOLE   5,365,217 0 493,625
ENERPAC TOOL GROUP CORP CLASS A COM 292765104 76,342 4,058,570 SH   SOLE   3,545,144 0 513,426
ENTERGY CORPORATION COM 29364G103 44,133 447,918 SH   SOLE   447,918 0 0
EQUITABLE HOLDINGS INC. COM 29452E101 376,390 20,635,413 SH   DFND 1,2 18,697,122 0 1,938,291
EXELIXIS INC. COM 30161Q104 509 20,820 SH   SOLE   20,820 0 0
EXXON MOBIL CORPORATION COM 30231G102 117,859 3,433,114 SH   DFND 1 3,162,783 0 270,331
FIFTH THIRD BANCORP COM 316773100 56,074 2,630,097 SH   DFND 2 2,630,097 0 0
FIRST MIDWEST BANCORP INC. COM 320867104 22,755 2,110,847 SH   SOLE   1,564,658 0 546,189
FLEX LTD. COM Y2573F102 14,570 1,307,922 SH   OTR   0 0 1,307,922
FLEX LTD. COM Y2573F102 181,987 16,336,376 SH   SOLE   12,053,318 0 4,283,058
FORD MOTOR COMPANY COM 345370860 320,292 48,091,840 SH   DFND 1,2 44,964,319 0 3,127,521
GALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR COM 36318L203 1,666 48,499 SH   SOLE   48,499 0 0
GAP INC. COM 364760108 41,356 2,428,428 SH   DFND 2 2,262,601 0 165,827
GENERAL ELECTRIC COMPANY COM 369604103 555,880 89,226,293 SH   DFND 1 77,927,736 0 11,298,557
GENPACT LIMITED COM G3922B107 21,023 539,740 SH   DFND 2 539,740 0 0
GILDAN ACTIVEWEAR INC. COM 375916103 330,152 16,784,526 SH   DFND 1,2 16,167,981 0 616,545
GILEAD SCIENCES INC. COM 375558103 512 8,105 SH   SOLE   8,105 0 0
GLOBE LIFE INC. COM 37959E102 19,317 241,764 SH   SOLE   241,764 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 183,099 911,076 SH   DFND 1 835,551 0 75,525
GRAND BAOXIN AUTO GROUP LIMITED UNSPON ADR COM 38523M109 921 654,468 SH   SOLE   654,468 0 0
HALLIBURTON COMPANY COM 406216101 481,692 39,974,416 SH   DFND 1,2 35,742,086 0 4,232,330
HANOVER INSURANCE GROUP INC. COM 410867105 9,120 97,870 SH   SOLE   97,870 0 0
HARTFORD FINANCIAL SERVICES GROUP INC. COM 416515104 18,686 506,950 SH   SOLE   506,950 0 0
HEWLETT PACKARD ENTERPRISE CO. COM 42824C109 418,153 44,626,794 SH   DFND 1,2 40,345,448 0 4,281,346
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A COM 438090888 3,247 607,573 SH   SOLE   607,573 0 0
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS COM 438090805 115 21,248 SH   SOLE   21,248 0 0
HOOKER FURNITURE CORPORATION COM 439038100 41,660 1,612,868 SH   SOLE   1,293,874 0 318,994
HOPE BANCORP INC. COM 43940T109 26,155 3,448,202 SH   SOLE   2,592,467 0 855,735
HYUNDAI MOTOR COMPANY SPON GDR 144A COM 449187707 4,381 57,403 SH   SOLE   57,403 0 0
ICICI BANK LIMITED SPON ADR COM 45104G104 9,981 1,015,384 SH   OTR   0 0 1,015,384
ICICI BANK LIMITED SPON ADR COM 45104G104 24,922 2,535,347 SH   SOLE   2,531,413 0 3,934
INGREDION INCORPORATED COM 457187102 529 6,995 SH   SOLE   6,995 0 0
INSIGHT ENTERPRISES INC. COM 45765U103 923 16,315 SH   SOLE   10,687 0 5,628
INTERPUBLIC GROUP OF COMPANIES INC. COM 460690100 29,378 1,762,336 SH   SOLE   1,585,200 0 177,136
INVESCO LTD. COM G491BT108 51,574 4,520,066 SH   DFND 2 4,520,066 0 0
ISHARES TR RUS 1000 VAL ETF COM 464287598 1,138 9,630 SH   SOLE   9,630 0 0
ISHARES TR RUS 2000 VAL ETF COM 464287630 2,999 30,190 SH   SOLE   30,190 0 0
ITURAN LOCATION AND CONTROL LTD. COM M6158M104 285 20,472 SH   SOLE   20,472 0 0
JELD-WEN HOLDING INC. COM 47580P103 121,979 5,397,291 SH   DFND 2 4,713,267 0 684,024
JPMORGAN CHASE & CO. COM 46625H100 176,704 1,835,506 SH   DFND 1 1,722,679 0 112,827
JUNIPER NETWORKS INC. COM 48203R104 62,424 2,903,439 SH   SOLE   2,903,439 0 0
KB FINANCIAL GROUP INC. SPON ADR COM 48241A105 1,721 53,582 SH   SOLE   53,582 0 0
KBR INC. COM 48242W106 18,643 833,767 SH   SOLE   833,767 0 0
KELLOGG COMPANY COM 487836108 37,789 585,058 SH   SOLE   585,058 0 0
KEYCORP COM 493267108 55,476 4,650,133 SH   DFND 2 4,650,133 0 0
KKR & CO. INC. CLASS A COM 48251W104 2,124 61,853 SH   SOLE   457 0 61,396
LEAR CORPORATION COM 521865204 531,771 4,876,397 SH   DFND 1,2 4,391,695 0 484,702
LENOVO GROUP LIMITED SPON ADR COM 526250105 2,616 198,150 SH   SOLE   198,150 0 0
MAXIMUS INC. COM 577933104 422 6,169 SH   SOLE   6,169 0 0
MCKESSON CORPORATION COM 58155Q103 496,741 3,335,398 SH   DFND 1,2 2,895,268 0 440,130
METLIFE INC. COM 59156R108 202,584 5,450,213 SH   DFND 1 5,008,477 0 441,736
MOHAWK INDUSTRIES INC. COM 608190104 213,014 2,182,745 SH   DFND 1,2 2,063,982 0 118,763
MOOG INC. CLASS A COM 615394202 32,739 515,331 SH   SOLE   394,388 0 120,943
MORGAN STANLEY COM 617446448 298,722 6,178,326 SH   DFND 1 5,508,418 0 669,908
MOTORCAR PARTS OF AMERICA INC. COM 620071100 29,782 1,913,993 SH   SOLE   1,491,396 0 422,597
MSC INDUSTRIAL DIRECT CO. INC. CLASS A COM 553530106 18,729 295,971 SH   SOLE   295,971 0 0
MURPHY OIL CORPORATION COM 626717102 25,065 2,809,944 SH   SOLE   2,219,803 0 590,141
MYLAN N.V. COM N59465109 254,665 17,172,288 SH   DFND 1,2 14,527,090 0 2,645,198
NATIONAL OILWELL VARCO INC. COM 637071101 343,797 37,946,645 SH   DFND 1,2 33,553,266 0 4,393,379
NEWELL BRANDS INC COM 651229106 425,374 24,788,682 SH   DFND 1,2 21,956,974 0 2,831,708
NEWMARKET CORPORATION COM 651587107 501 1,465 SH   SOLE   1,465 0 0
NEXTIER OILFIELD SOLUTIONS INC. COM 65290C105 20,632 11,152,365 SH   SOLE   8,419,868 0 2,732,497
NRG ENERGY INC. COM 629377508 218,934 7,122,136 SH   DFND 1,2 6,623,965 0 498,171
OIL COMPANY LUKOIL PJSC SPON ADR COM 69343P105 3,185 55,485 SH   SOLE   55,485 0 0
OLIN CORPORATION COM 680665205 77,568 6,265,566 SH   DFND 2 5,819,082 0 446,484
OMNICOM GROUP INC COM 681919106 353 7,139 SH   SOLE   7,139 0 0
ORACLE CORPORATION COM 68389X105 164,916 2,762,420 SH   SOLE   2,604,492 0 157,928
ORION ENGINEERED CARBONS SA COM L72967109 21,419 1,712,137 SH   SOLE   1,284,408 0 427,729
OTP BANK NYRT SPON ADR 144A COM 67106E101 864 57,320 SH   SOLE   57,320 0 0
PACIFIC BASIN SHIPPING LIMITED UNSPON ADR COM 69402P103 2,061 671,215 SH   SOLE   671,215 0 0
PARKER-HANNIFIN CORPORATION COM 701094104 65,899 325,683 SH   SOLE   325,683 0 0
PERRIGO CO. PLC COM G97822103 473 10,304 SH   SOLE   10,304 0 0
PFIZER INC. COM 717081103 100,409 2,735,935 SH   SOLE   2,559,585 0 176,350
PLANTRONICS INC. COM 727493108 11,889 1,004,148 SH   SOLE   739,964 0 264,184
POSCO SPON ADR COM 693483109 43,611 1,041,825 SH   SOLE   1,041,825 0 0
PVH CORP. COM 693656100 439,205 7,364,272 SH   DFND 1,2 6,530,763 0 833,509
REALOGY HOLDINGS CORP. COM 75605Y106 28,570 3,026,465 SH   DFND 2 2,626,202 0 400,263
REGIONS FINANCIAL CORPORATION COM 7591EP100 63,127 5,475,054 SH   DFND 2 5,475,054 0 0
REINSURANCE GROUP OF AMERICA INCORPORATED COM 759351604 45,543 478,447 SH   DFND 2 467,220 0 11,227
RENAISSANCERE HOLDINGS LTD. COM G7496G103 450 2,654 SH   SOLE   2,654 0 0
REUNERT LIMITED UNSPON ADR COM 76131U105 548 159,600 SH   SOLE   159,600 0 0
REV GROUP INC. COM 749527107 33,731 4,275,184 SH   SOLE   3,266,003 0 1,009,181
ROYAL DUTCH SHELL PLC SPON ADR CLASS A COM 780259206 104,226 4,140,863 SH   DFND 1 4,012,029 0 128,834
RYDER SYSTEM INC. COM 783549108 134,479 3,183,692 SH   DFND 2 2,749,404 0 434,288
SAMSUNG ELECTRONICS CO. LTD. SPON GDR COM 796050888 4,322 3,474 SH   SOLE   3,474 0 0
SASOL LIMITED SPON ADR COM 803866300 1,138 149,694 SH   SOLE   149,694 0 0
SCANSOURCE INC. COM 806037107 32,187 1,623,160 SH   SOLE   1,237,652 0 385,508
SEABOARD CORPORATION COM 811543107 567 200 SH   SOLE   200 0 0
SHINHAN FINANCIAL GROUP CO. LTD. SPON ADR COM 824596100 14,516 631,968 SH   SOLE   631,968 0 0
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR COM 825715105 1,828 225,388 SH   SOLE   225,388 0 0
SNAP-ON INCORPORATED COM 833034101 37,472 254,684 SH   DFND 2 254,684 0 0
SPECTRUM BRANDS HOLDINGS INC. COM 84790A105 51,669 903,936 SH   SOLE   812,687 0 91,249
STANDARD CHARTERED PLC UNSPON ADR COM 853254100 2,015 219,934 SH   SOLE   219,934 0 0
STANLEY BLACK & DECKER INC. COM 854502101 246,123 1,517,404 SH   DFND 1 1,362,458 0 154,946
STEELCASE INC. CLASS A COM 858155203 37,733 3,732,219 SH   SOLE   2,908,423 0 823,796
SUPER MICRO COMPUTER INC. COM 86800U104 22,927 868,462 SH   SOLE   657,505 0 210,957
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 20,260 249,910 SH   OTR   0 0 249,910
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 21,431 264,350 SH   SOLE   264,350 0 0
TCF FINANCIAL CORPORATION COM 872307103 28,492 1,219,697 SH   SOLE   902,481 0 317,216
TECHNIPFMC PLC COM G87110105 154,210 24,438,977 SH   DFND 2 19,110,196 0 5,328,781
TEREX CORPORATION COM 880779103 116,337 6,009,149 SH   DFND 2 5,236,092 0 773,057
TEXTRON INC. COM 883203101 244,040 6,761,973 SH   DFND 1,2 6,048,279 0 713,694
TRIMAS CORPORATION COM 896215209 31,254 1,370,795 SH   SOLE   1,080,827 0 289,968
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 12,864 413,117 SH   OTR   0 0 413,117
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 144,874 4,652,338 SH   SOLE   3,385,898 0 1,266,440
TRIPLE-S MANAGEMENT CORPORATION CLASS B COM 896749108 38,780 2,170,135 SH   SOLE   1,705,386 0 464,749
TRUEBLUE INC. COM 89785X101 15,634 1,009,312 SH   SOLE   759,421 0 249,891
UBS GROUP AG COM H42097107 67,283 6,034,314 SH   DFND 1 5,520,504 0 513,810
UMPQUA HOLDINGS CORPORATION COM 904214103 27,717 2,609,923 SH   SOLE   1,974,264 0 635,659
UNITED THERAPEUTICS CORPORATION COM 91307C102 514 5,093 SH   SOLE   5,093 0 0
UNIVERSAL CORP COM 913456109 26,880 641,836 SH   SOLE   509,129 0 132,707
UNIVEST FINANCIAL CORPORATION COM 915271100 25,811 1,796,158 SH   SOLE   1,359,076 0 437,082
VAREX IMAGING CORPORATION COM 92214X106 20,619 1,621,016 SH   SOLE   1,270,482 0 350,534
VERIZON COMMUNICATIONS INC. COM 92343V104 14,260 239,708 SH   SOLE   239,708 0 0
VOYA FINANCIAL INC. COM 929089100 225,903 4,713,176 SH   DFND 1,2 4,478,577 0 234,599
WALGREENS BOOTS ALLIANCE INC COM 931427108 525 14,629 SH   SOLE   14,629 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 72,807 2,756,786 SH   SOLE   2,360,114 0 396,672
WELLS FARGO & COMPANY COM 949746101 433,519 18,439,768 SH   DFND 1 16,599,742 0 1,840,026
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION COM 929740108 399,124 6,449,971 SH   DFND 1,2 5,719,570 0 730,401
WILMAR INTERNATIONAL LIMITED UNSPON ADR COM 971433107 3,127 96,046 SH   SOLE   96,046 0 0
WSFS FINANCIAL CORPORATION COM 929328102 24,415 905,269 SH   SOLE   675,666 0 229,603