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 1,576 9,838 SH   SOLE   4,988 0 4,850
ABBOTT LABS COM 002824100 8,408 77,260 SH   SOLE   51,398 0 25,862
ABBVIE INC COM 00287Y109 6,709 76,594 SH   SOLE   50,968 0 25,626
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 71,023 314,277 SH   SOLE   223,849 11,767 78,661
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,497,931 3,056,616 SH   SOLE 1,2 2,361,425 0 695,191
ALCON AG ORD SHS H01301128 696,946 12,237,850 SH   SOLE 1,2 9,411,144 29,585 2,797,121
ALLEGION PLC ORD SHS G0176J109 682,317 6,898,358 SH   SOLE 1,2 5,304,217 0 1,594,141
AMERICAN EXPRESS CO COM 025816109 1,323 13,200 SH   SOLE   13,200 0 0
AMERIPRISE FINL INC COM 03076C106 750,935 4,872,720 SH   SOLE 1,2 3,760,755 0 1,111,965
AMGEN INC COM 031162100 1,058,665 4,167,910 SH   SOLE 1,2 3,231,863 0 936,047
ANSYS INC COM 03662Q105 1,300,724 3,974,953 SH   SOLE 1,2 3,070,194 0 904,759
APPLE INC COM 037833100 951 8,210 SH   SOLE   8,210 0 0
AT&T INC COM 00206R102 254 8,897 SH   SOLE   8,897 0 0
AXALTA COATING SYS LTD COM G0750C108 3,748 179,575 SH   SOLE   130,675 0 48,900
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,600 5 SH   SOLE   3 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 756 3,550 SH   SOLE   3,550 0 0
BK OF AMERICA CORP COM 060505104 206,627 8,577,287 SH   SOLE 1,2 6,132,447 0 2,444,840
BOK FINL CORP COM NEW 05561Q201 186,131 3,613,499 SH   SOLE 1,2 2,635,858 0 977,641
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 44,645 1,350,417 SH   SOLE   1,024,442 66,365 259,610
CABOT OIL & GAS CORP COM 127097103 652,453 37,583,682 SH   SOLE 1,2 28,853,749 0 8,729,933
CAMECO CORP COM 13321L108 15,127 1,497,753 SH   SOLE   1,157,854 67,072 272,827
CAPITAL ONE FINL CORP COM 14040H105 485,695 6,758,909 SH   SOLE 1,2 5,239,873 0 1,519,036
CARNIVAL CORP UNIT 99/99/9999 143658300 9,774 643,853 SH   SOLE   487,554 32,548 123,751
CHUBB LIMITED COM H1467J104 484,814 4,175,108 SH   SOLE 1,2 3,223,982 0 951,126
CHURCH & DWIGHT INC COM 171340102 3,694 39,416 SH   SOLE   23,416 0 16,000
CINCINNATI FINL CORP COM 172062101 250,450 3,212,131 SH   SOLE 1,2 2,729,389 0 482,742
CINTAS CORP COM 172908105 4,183 12,569 SH   SOLE   8,169 0 4,400
COCA COLA CO COM 191216100 783,858 15,877,221 SH   SOLE 1,2 12,276,970 0 3,600,251
COCA COLA EUROPEAN PARTNERS SHS G25839104 37,303 956,059 SH   SOLE   684,985 34,696 236,378
COLGATE PALMOLIVE CO COM 194162103 2,068 26,805 SH   SOLE   26,805 0 0
COMMERCE BANCSHARES INC COM 200525103 417,163 7,410,966 SH   SOLE 1,2 5,692,986 0 1,717,980
CORTEVA INC COM 22052L104 755,940 26,238,813 SH   SOLE 1,2 20,194,380 0 6,044,433
COSTCO WHSL CORP NEW COM 22160K105 391 1,100 SH   SOLE   800 0 300
CULLEN FROST BANKERS INC COM 229899109 265,571 4,152,787 SH   SOLE 1,2 3,203,314 0 949,473
DANAHER CORPORATION COM 235851102 1,610,309 7,482,041 SH   SOLE 1,2 5,786,423 0 1,695,618
DONALDSON INC COM 257651109 506 10,900 SH   SOLE   900 0 10,000
DOVER CORP COM 260003108 327 3,020 SH   SOLE   1,420 0 1,600
DOW INC COM 260557103 203 4,308 SH   SOLE   2,581 0 1,727
EAST WEST BANCORP INC COM 27579R104 345,762 10,560,854 SH   SOLE 1,2 8,187,774 0 2,373,080
ELANCO ANIMAL HEALTH INC COM 28414H103 673,134 24,100,769 SH   SOLE 1,2 18,696,748 0 5,404,021
EMERSON ELEC CO COM 291011104 991 15,109 SH   SOLE   1,509 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 364,012 5,938,200 SH   SOLE 1,2 4,555,517 0 1,382,683
EXXON MOBIL CORP COM 30231G102 1,285 37,418 SH   SOLE   22,418 0 15,000
FRANKLIN ELEC INC COM 353514102 1,537 26,134 SH   SOLE   11,734 0 14,400
GENERAL DYNAMICS CORP COM 369550108 486,159 3,511,946 SH   SOLE 1,2 2,923,963 0 587,983
GRAINGER W W INC COM 384802104 672 1,883 SH   SOLE   1,233 0 650
HONEYWELL INTL INC COM 438516106 144,036 875,012 SH   SOLE   596,330 0 278,682
ILLINOIS TOOL WKS INC COM 452308109 2,265 11,721 SH   SOLE   6,721 0 5,000
ING GROEP N.V. SPONSORED ADR 456837103 29,048 4,102,787 SH   SOLE   3,064,038 206,517 832,232
INTUIT COM 461202103 561 1,721 SH   SOLE   1,721 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,569 142,018 SH   SOLE   91,418 0 50,600
ISHARES TR MSCI EMG MKT ETF 464287234 463 10,500 SH   SOLE   10,500 0 0
ISHARES TR MSCI EAFE ETF 464287465 14,689 230,778 SH   SOLE   227,671 0 3,107
ISHARES TR RUS 1000 VAL ETF 464287598 12,315 104,248 SH   SOLE   101,622 0 2,626
JOHNSON & JOHNSON COM 478160104 5,264 35,358 SH   SOLE   17,385 0 17,973
JOHNSON CTLS INTL PLC SHS G51502105 700,461 17,147,151 SH   SOLE 1,2 13,271,194 0 3,875,957
JPMORGAN CHASE & CO COM 46625H100 661,585 6,872,181 SH   SOLE 1,2 5,291,795 0 1,580,386
KIMBERLY CLARK CORP COM 494368103 1,520 10,292 SH   SOLE   9,492 0 800
LENNAR CORP CL A 526057104 999,073 12,231,549 SH   SOLE 1,2 9,546,409 0 2,685,140
LENNAR CORP CL B 526057302 7,585 115,516 SH   SOLE 1 69,909 0 45,607
MAGNA INTL INC COM 559222401 34,606 756,423 SH   SOLE   592,413 33,453 130,557
MARTIN MARIETTA MATLS INC COM 573284106 736,400 3,128,822 SH   SOLE 1,2 2,415,925 0 712,897
MEDTRONIC PLC SHS G5960L103 832,714 8,013,030 SH   SOLE 1,2 6,203,482 0 1,809,548
MICROCHIP TECHNOLOGY INC. COM 595017104 909,919 8,854,797 SH   SOLE 1,2 6,834,479 0 2,020,318
MICROSOFT CORP COM 594918104 1,400,785 6,659,937 SH   SOLE 1,2 5,158,496 0 1,501,441
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 268,110 66,860,444 SH   SOLE 1,2 49,940,515 0 16,919,929
MONDELEZ INTL INC CL A 609207105 425 7,400 SH   SOLE   1,766 0 5,634
MORGAN STANLEY COM NEW 617446448 40,194 831,306 SH   SOLE   831,306 0 0
NEXTERA ENERGY INC COM 65339F101 203 730 SH   SOLE   330 0 400
NORDSTROM INC COM 655664100 191 16,000 SH   SOLE   16,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 587,806 6,759,493 SH   SOLE 1,2 5,008,526 17,616 1,733,351
ORIX CORP SPONSORED ADR 686330101 21,736 347,380 SH   SOLE   263,523 16,845 67,012
OSHKOSH CORP COM 688239201 689,953 9,387,120 SH   SOLE 1,2 7,248,159 0 2,138,961
PARKER-HANNIFIN CORP COM 701094104 781,495 3,862,287 SH   SOLE 1,2 2,983,181 0 879,106
PAYPAL HLDGS INC COM 70450Y103 782,587 3,971,919 SH   SOLE 1,2 3,082,099 0 889,820
PENSKE AUTOMOTIVE GRP INC COM 70959W103 3,485 73,118 SH   SOLE   71,768 0 1,350
PEPSICO INC COM 713448108 5,086 36,697 SH   SOLE   17,137 0 19,560
PFIZER INC COM 717081103 2,626 71,543 SH   SOLE   31,867 0 39,676
PHILLIPS 66 COM 718546104 385,304 7,432,566 SH   SOLE 1,2 5,723,005 0 1,709,561
PIONEER NAT RES CO COM 723787107 264,468 3,075,565 SH   SOLE 1,2 2,388,250 0 687,315
PNC FINL SVCS GROUP INC COM 693475105 625,710 5,692,928 SH   SOLE 1,2 4,408,046 0 1,284,882
PROCTER AND GAMBLE CO COM 742718109 813,947 5,856,158 SH   SOLE 1,2 4,529,083 0 1,327,075
QUALCOMM INC COM 747525103 930,457 7,906,668 SH   SOLE 1,2 6,129,542 0 1,777,126
RPM INTL INC COM 749685103 771,673 9,315,227 SH   SOLE 1,2 7,205,826 0 2,109,401
SMUCKER J M CO COM NEW 832696405 1,574 13,623 SH   SOLE   6,923 0 6,700
SONY CORP SPONSORED ADR 835699307 888,815 11,580,652 SH   SOLE 1,2 8,632,639 32,610 2,915,403
SPDR S&P 500 ETF TR TR UNIT 78462F103 32,280 96,390 SH   SOLE   79,685 0 16,705
STARBUCKS CORP COM 855244109 345 4,012 SH   SOLE   12 0 4,000
STRYKER CORPORATION COM 863667101 293 1,404 SH   SOLE   1,404 0 0
SUN CMNTYS INC COM 866674104 376,556 2,678,019 SH   SOLE 1,2 2,054,615 0 623,404
TOTAL SE SPONSORED ADS 89151E109 24,685 719,688 SH   SOLE   550,074 32,975 136,639
TWITTER INC COM 90184L102 748,504 16,820,309 SH   SOLE 1,2 13,057,221 0 3,763,088
TYSON FOODS INC CL A 902494103 531,244 8,931,470 SH   SOLE 1,2 6,891,509 0 2,039,961
UBS GROUP AG SHS H42097107 22,664 2,032,678 SH   SOLE   1,529,256 102,868 400,554
UNILEVER N V N Y SHS NEW 904784709 39,010 645,854 SH   SOLE   497,423 32,330 116,101
UNILEVER PLC SPON ADR NEW 904767704 428 6,938 SH   SOLE   4,159 0 2,779
UNION PAC CORP COM 907818108 975 4,952 SH   SOLE   4,952 0 0
US BANCORP DEL COM NEW 902973304 466 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 5,234 74,510 SH   SOLE   36,810 0 37,700
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 252 6,159 SH   SOLE   6,159 0 0
VISA INC COM CL A 92826C839 540 2,701 SH   SOLE   2,701 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 284,404 7,917,702 SH   SOLE 1,2 6,063,699 0 1,854,003
WILLIAMS SONOMA INC COM 969904101 463,112 5,120,657 SH   SOLE   1,935,117 0 3,185,540
XYLEM INC COM 98419M100 740,748 8,805,845 SH   SOLE 1,2 6,803,938 0 2,001,907
ZIMMER BIOMET HOLDINGS INC COM 98956P102 613 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 18,436 1,928,380 SH   SOLE   1,235,780 0 692,600
AIA GROUP LTD SPONS ADR FOREIGN 001317205 35,165 888,240 SH   SOLE   672,481 43,542 172,217
AKZO NOBEL NV FOREIGN 005458314 14,590 143,999 SH   SOLE   86,361 0 57,638
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 40,535 1,199,075 SH   SOLE   901,577 61,002 236,496
ALCON INC FOREIGN 00BJT1GR5 14,727 266,299 SH   SOLE   158,299 0 108,000
AMUNDI SA FOREIGN 000BYZR01 11,287 159,916 SH   SOLE   96,279 0 63,637
ASHTEAD GROUP PLC FOREIGN 000053673 14,154 391,255 SH   SOLE   234,275 0 156,980
ASHTEAD GROUP PLC UNSPONS ADR FOREIGN 045055100 39,533 272,706 SH   SOLE   204,183 14,459 54,064
ASSA ABLOY AB FOREIGN 00BYPC1T4 15,267 664,917 SH   SOLE   427,532 0 237,385
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 36,131 3,086,053 SH   SOLE   2,334,618 152,043 599,392
BASF SE FOREIGN 005086577 5,336 87,964 SH   SOLE   50,964 0 37,000
BASF SE SPONS ADR FOREIGN 055262505 23,426 1,534,124 SH   SOLE   1,163,149 75,539 295,436
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 13,427 406,023 SH   SOLE   230,723 0 175,300
CAMECO CORP FOREIGN 002166160 6,600 674,757 SH   SOLE   403,857 0 270,900
CARNIVAL PLC FOREIGN 003121522 4,742 377,097 SH   SOLE   241,314 0 135,783
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 6,923 524,835 SH   SOLE   315,110 0 209,725
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 19,568 741,562 SH   SOLE   559,807 38,797 142,958
COMPASS GROUP PLC FOREIGN 00BD6K457 8,344 552,457 SH   SOLE   321,457 0 231,000
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 27,581 1,826,704 SH   SOLE   1,380,639 92,882 353,183
DASSAULT SYSTEMES SE FOREIGN 005330047 26,438 144,850 SH   SOLE   94,249 0 50,601
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 44,605 237,987 SH   SOLE   179,678 11,788 46,521
DBS GROUP HOLDINGS LTD FOREIGN 006175203 12,496 880,502 SH   SOLE   542,602 0 337,900
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 27,305 463,789 SH   SOLE   354,818 21,802 87,169
ERSTE GROUP BANK AG FOREIGN 005289837 7,823 381,235 SH   SOLE   236,935 0 144,300
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 17,989 1,696,953 SH   SOLE   1,295,181 79,887 321,885
EXPERIAN PLC FOREIGN 00B19NLV4 14,580 386,480 SH   SOLE   219,780 0 166,700
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 42,612 1,130,590 SH   SOLE   856,918 54,730 218,942
FANUC CORP FOREIGN 006356934 18,164 95,200 SH   SOLE   67,640 0 27,560
FANUC CORP ADR FOREIGN 307305102 37,487 1,959,766 SH   SOLE   1,475,341 97,590 386,835
HEINEKEN NV FOREIGN 007792559 14,486 162,837 SH   SOLE   109,237 0 53,600
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 36,715 825,017 SH   SOLE   625,006 40,895 159,116
HOSHIZAKI CORP FOREIGN 00B3FF8W8 4,706 59,220 SH   SOLE   58,020 0 1,200
KDDI CORP FOREIGN 006248990 13,925 552,870 SH   SOLE   383,270 0 169,600
KDDI CORP ADR FOREIGN 48667L106 33,350 2,653,142 SH   SOLE   2,021,308 124,207 507,627
KUBOTA CORP FOREIGN 006497509 17,141 989,870 SH   SOLE   643,170 0 346,700
KUBOTA CORP ADR FOREIGN 501173207 35,397 394,871 SH   SOLE   298,582 19,270 77,019
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 19,518 41,683 SH   SOLE   30,423 0 11,260
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 37,776 401,799 SH   SOLE   302,795 20,201 78,803
MAGNA INTERNATIONAL INC FOREIGN 559222955 9,674 211,525 SH   SOLE   123,825 0 87,700
MARUI GROUP CO LTD FOREIGN 006569527 14,020 735,140 SH   SOLE   522,860 0 212,280
MARUI GROUP CO LTD ADR FOREIGN 573814308 30,093 784,130 SH   SOLE   594,383 38,638 151,109
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 1,136 287,900 SH   SOLE   287,900 0 0
NESTLE SA SPONS ADR FOREIGN 641069406 211 1,776 SH   SOLE   1,776 0 0
NIDEC CORP FOREIGN 006640682 25,516 274,422 SH   SOLE   192,022 0 82,400
NIDEC CORP SPONS ADR FOREIGN 654090109 45,500 1,948,946 SH   SOLE   1,465,392 97,645 385,909
NOVARTIS AG FOREIGN 007103065 13,530 159,914 SH   SOLE   93,814 0 66,100
ORIX CORP FOREIGN 006661144 9,568 773,100 SH   SOLE   559,500 0 213,600
OTSUKA HOLDINGS CO LTD FOREIGN 006267058 13,573 327,000 SH   SOLE   204,100 0 122,900
OTSUKA HOLDINGS CO LTD UNSPONS ADR FOREIGN 689164101 30,096 1,428,266 SH   SOLE   1,069,070 74,791 284,405
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 11,000 112,614 SH   SOLE   65,214 0 47,400
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 30,708 1,566,443 SH   SOLE   1,151,837 88,316 326,290
RENTOKIL INITIAL PLC FOREIGN 00B082RF1 14,331 2,071,029 SH   SOLE   1,242,929 0 828,100
RENTOKIL INITIAL PLC SPONS ADR FOREIGN 760125104 40,566 1,165,806 SH   SOLE   877,579 57,917 230,310
SAFRAN SA FOREIGN 00B058TZ6 9,359 94,535 SH   SOLE   56,561 0 37,974
SAFRAN SA SPONS ADR FOREIGN 786584102 25,468 1,028,440 SH   SOLE   748,989 62,962 216,489
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 11,743 236,100 SH   SOLE   127,100 0 109,000
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 1,890 43,800 SH   SOLE   43,800 0 0
SAMSUNG ELECTRONICS CO LTD SPONS ADR FOREIGN 796050888 1,394 1,100 SH   SOLE   1,100 0 0
SONY CORP FOREIGN 006821506 24,356 319,770 SH   SOLE   227,070 0 92,700
SYMRISE AG FOREIGN 00B1JB4K8 24,579 177,891 SH   SOLE   126,103 0 51,788
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 52,132 1,506,556 SH   SOLE   1,138,534 73,749 294,273
TORAY INDUSTRIES INC FOREIGN 006897143 3,076 722,700 SH   SOLE   519,500 0 203,200
TORAY INDUSTRIES INC ADR FOREIGN 890880206 345 37,963 SH   SOLE   32,363 0 5,600
TOTAL SE FOREIGN 00B15C557 10,850 326,392 SH   SOLE   192,792 0 133,600
UBS GROUP AG FOREIGN 00BRJL176 7,468 667,823 SH   SOLE   396,123 0 271,700
UNILEVER NV FOREIGN 00B12T3J1 12,176 201,664 SH   SOLE   115,064 0 86,600