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
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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
ABBVIE INC. COM 00287Y109 668 6,233 SH   SOLE   6,233 0 0
AECOM COM 00766T100 23,149 465,025 SH   SOLE   465,025 0 0
ALEXION PHARMACEUTICALS INC. COM 015351109 633 4,049 SH   SOLE   4,049 0 0
ALLSTATE CORPORATION COM 020002101 516 4,692 SH   SOLE   4,692 0 0
AMBEV SA SPON ADR COM 02319V103 5,035 1,645,310 SH   SOLE   1,645,310 0 0
AMDOCS LIMITED COM G02602103 23,765 335,042 SH   DFND 1 293,366 0 41,676
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY COM 025676206 40,972 1,481,266 SH   SOLE   1,147,829 0 333,437
AMERICAN INTERNATIONAL GROUP INC. COM 026874784 661,344 17,468,135 SH   DFND 1,2 15,867,963 0 1,600,172
AMERISOURCEBERGEN CORPORATION COM 03073E105 564 5,773 SH   SOLE   5,773 0 0
AMGEN INC. COM 031162100 118,144 513,850 SH   SOLE   476,175 0 37,675
ARGO GROUP INTERNATIONAL HOLDINGS LTD. COM G0464B107 41,297 945,017 SH   SOLE   740,030 0 204,987
ARROW ELECTRONICS INC. COM 042735100 22,863 234,979 SH   SOLE   234,979 0 0
ASSOCIATED BANC-CORP COM 045487105 61,659 3,616,339 SH   SOLE   2,825,946 0 790,393
AUTOZONE INC. COM 053332102 532 449 SH   SOLE   449 0 0
AVIS BUDGET GROUP INC. COM 053774105 67,408 1,807,176 SH   DFND 2 1,641,599 0 165,577
AVNET INC. COM 053807103 441,045 12,561,805 SH   DFND 2 10,757,576 0 1,804,229
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 332,412 6,596,786 SH   DFND 1,2 6,017,995 0 578,791
BAIDU INC. SPON ADR CLASS A COM 056752108 15,523 71,785 SH   OTR   0 0 71,785
BAIDU INC. SPON ADR CLASS A COM 056752108 168,892 781,040 SH   SOLE   560,050 0 220,990
BAKER HUGHES COMPANY CLASS A COM 05722G100 493,401 23,664,321 SH   DFND 1,2 21,059,438 0 2,604,883
BANK OF AMERICA CORP COM 060505104 333,586 11,005,795 SH   DFND 1 10,004,319 0 1,001,476
BELDEN INC. COM 077454106 82,472 1,968,313 SH   SOLE   1,577,821 0 390,492
BOOKING HOLDINGS INC. COM 09857L108 106,668 47,892 SH   DFND 1 44,996 0 2,896
BRISTOL-MYERS SQUIBB COMPANY COM 110122108 90,342 1,456,430 SH   SOLE   1,456,430 0 0
C.H. ROBINSON WORLDWIDE INC. COM 12541W209 638 6,798 SH   SOLE   6,798 0 0
CAPITAL ONE FINANCIAL CORPORATION COM 14040H105 577,501 5,842,192 SH   DFND 1 5,233,339 0 608,853
CARDINAL HEALTH INC. COM 14149Y108 171,424 3,200,591 SH   DFND 1,2 3,146,982 0 53,609
CELESTICA INC. COM 15101Q108 62,608 7,758,066 SH   SOLE   6,088,598 0 1,669,468
CENOVUS ENERGY INC. COM 15135U109 101,845 16,861,805 SH   DFND 1,2 16,333,358 0 528,447
CEZ AS UNSPON ADR COM 157214305 2,539 211,609 SH   SOLE   211,609 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 650 4,890 SH   SOLE   4,890 0 0
CHINA CONSTRUCTION BANK CORPORATION UNSPON ADR COM 168919108 2,343 155,960 SH   SOLE   155,960 0 0
CHINA DONGXIANG (GROUP) CO. LTD. UNSPON ADR COM 16947S100 328 62,820 SH   SOLE   62,820 0 0
CHINA MOBILE LIMITED SPON ADR COM 16941M109 917 32,142 SH   SOLE   32,142 0 0
CHINA RESOURCES POWER HOLDINGS CO. LTD. UNSPON ADR COM 16943S104 2,516 155,743 SH   SOLE   155,743 0 0
CIGNA CORPORATION COM 125523100 91,971 441,788 SH   SOLE   422,082 0 19,706
CISCO SYSTEMS INC. COM 17275R102 25,595 571,949 SH   SOLE   571,949 0 0
CITIGROUP INC. COM 172967424 597,863 9,696,127 SH   DFND 1 8,605,518 0 1,090,609
CNO FINANCIAL GROUP INC. COM 12621E103 161,691 7,273,559 SH   DFND 2 6,432,667 0 840,892
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A COM 192446102 703,788 8,588,011 SH   DFND 1 7,160,462 0 1,427,549
COMPANHIA ENERGETICA DE MINAS GERAIS SA SPON ADR COM 204409601 2,501 868,296 SH   SOLE   868,296 0 0
CONSOLIDATED EDISON INC. COM 209115104 611 8,458 SH   SOLE   8,458 0 0
COWEN INC CLASS A COM 223622606 17,276 664,731 SH   SOLE   516,673 0 148,058
CVS HEALTH CORPORATION COM 126650100 84,280 1,233,975 SH   SOLE   1,233,975 0 0
DANA INCORPORATED COM 235825205 65,567 3,358,950 SH   SOLE   2,607,960 0 750,990
DIAMONDROCK HOSPITALITY COMPANY COM 252784301 33,170 4,020,648 SH   SOLE   3,038,353 0 982,295
DOLLAR TREE INC. COM 256746108 660 6,112 SH   SOLE   6,112 0 0
DONGFENG MOTOR GROUP CO. LTD. UNSPON ADR CLASS H COM 257738203 2,833 47,784 SH   SOLE   47,784 0 0
DOVER CORPORATION COM 260003108 36,454 288,741 SH   SOLE   288,741 0 0
DOW INC. COM 260557103 300,748 5,418,876 SH   DFND 1,2 5,103,167 0 315,709
EDISON INTERNATIONAL COM 281020107 504,982 8,038,562 SH   DFND 1,2 7,235,764 0 802,798
ENERPAC TOOL GROUP CORP CLASS A COM 292765104 95,287 4,214,374 SH   SOLE   3,700,948 0 513,426
ENTERGY CORPORATION COM 29364G103 19,027 190,579 SH   SOLE   190,579 0 0
EQUITABLE HOLDINGS INC. COM 29452E101 503,284 19,667,228 SH   DFND 1,2 17,854,966 0 1,812,262
EXELIXIS INC. COM 30161Q104 570 28,377 SH   SOLE   28,377 0 0
EXXON MOBIL CORPORATION COM 30231G102 163,483 3,966,100 SH   DFND 1 3,697,190 0 268,910
FIFTH THIRD BANCORP COM 316773100 56,226 2,039,393 SH   DFND 2 2,039,393 0 0
FIRST MIDWEST BANCORP INC. COM 320867104 42,073 2,642,756 SH   SOLE   2,045,411 0 597,345
FLEX LTD. COM Y2573F102 12,405 689,939 SH   OTR   0 0 689,939
FLEX LTD. COM Y2573F102 129,857 7,222,280 SH   SOLE   5,206,979 0 2,015,301
FORD MOTOR COMPANY COM 345370860 391,534 44,543,119 SH   DFND 1,2 42,155,303 0 2,387,816
GALAXY ENTERTAINMENT GROUP LIMITED UNSPON ADR COM 36318L203 3,693 93,459 SH   SOLE   93,459 0 0
GAP INC. COM 364760108 34,715 1,719,408 SH   DFND 2 1,500,013 0 219,395
GENERAL ELECTRIC COMPANY COM 369604103 970,480 89,859,216 SH   DFND 1 79,155,552 0 10,703,664
GENPACT LIMITED COM G3922B107 21,176 511,997 SH   SOLE   511,997 0 0
GILDAN ACTIVEWEAR INC. COM 375916103 420,931 15,027,876 SH   DFND 1,2 14,542,445 0 485,431
GILEAD SCIENCES INC. COM 375558103 587 10,073 SH   SOLE   10,073 0 0
GLOBE LIFE INC. COM 37959E102 22,958 241,764 SH   SOLE   241,764 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 242,479 919,490 SH   DFND 1 851,291 0 68,199
GRAND BAOXIN AUTO GROUP LIMITED UNSPON ADR COM 38523M109 701 654,468 SH   SOLE   654,468 0 0
HALLIBURTON COMPANY COM 406216101 731,054 38,680,115 SH   DFND 1,2 34,704,975 0 3,975,140
HANOVER INSURANCE GROUP INC. COM 410867105 11,443 97,870 SH   SOLE   97,870 0 0
HARTFORD FINANCIAL SERVICES GROUP INC. COM 416515104 24,830 506,950 SH   SOLE   506,950 0 0
HEWLETT PACKARD ENTERPRISE CO. COM 42824C109 533,004 44,979,226 SH   DFND 1,2 41,076,087 0 3,903,139
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR 144A COM 438090888 3,979 607,573 SH   SOLE   607,573 0 0
HON HAI PRECISION INDUSTRY CO. LTD. SPON GDR REGS COM 438090805 164 24,748 SH   SOLE   24,748 0 0
HOOKER FURNITURE CORPORATION COM 439038100 49,003 1,519,469 SH   SOLE   1,214,520 0 304,949
HOPE BANCORP INC. COM 43940T109 41,609 3,813,833 SH   SOLE   2,958,098 0 855,735
HYUNDAI MOTOR COMPANY SPON GDR 144A COM 449187707 5,073 57,403 SH   SOLE   57,403 0 0
ICICI BANK LIMITED SPON ADR COM 45104G104 15,089 1,015,384 SH   OTR   0 0 1,015,384
ICICI BANK LIMITED SPON ADR COM 45104G104 32,772 2,205,416 SH   SOLE   2,205,416 0 0
INGREDION INCORPORATED COM 457187102 638 8,107 SH   SOLE   8,107 0 0
INTERPUBLIC GROUP OF COMPANIES INC. COM 460690100 27,546 1,171,181 SH   SOLE   994,045 0 177,136
INVESCO LTD. COM G491BT108 64,276 3,687,679 SH   DFND 2 3,687,679 0 0
ISHARES TR RUS 1000 VAL ETF COM 464287598 1,317 9,630 SH   SOLE   9,630 0 0
ITAU UNIBANCO HOLDING S.A. SPON ADR PFD COM 465562106 263 43,119 SH   SOLE   43,119 0 0
ITURAN LOCATION AND CONTROL LTD. COM M6158M104 337 17,708 SH   SOLE   17,708 0 0
JELD-WEN HOLDING INC. COM 47580P103 131,548 5,187,220 SH   DFND 2 4,521,325 0 665,895
JPMORGAN CHASE & CO. COM 46625H100 231,986 1,825,655 SH   DFND 1 1,726,699 0 98,956
JUNIPER NETWORKS INC. COM 48203R104 64,904 2,883,329 SH   SOLE   2,883,329 0 0
KB FINANCIAL GROUP INC. SPON ADR COM 48241A105 2,122 53,582 SH   SOLE   53,582 0 0
KBR INC. COM 48242W106 23,379 755,868 SH   SOLE   755,868 0 0
KELLOGG COMPANY COM 487836108 36,987 594,367 SH   SOLE   594,367 0 0
KEYCORP COM 493267108 68,185 4,155,082 SH   DFND 2 4,155,082 0 0
KROGER CO. COM 501044101 638 20,081 SH   SOLE   20,081 0 0
LEAR CORPORATION COM 521865204 732,721 4,607,440 SH   DFND 1,2 4,145,977 0 461,463
LENOVO GROUP LIMITED SPON ADR COM 526250105 3,699 197,891 SH   SOLE   197,891 0 0
MASTEC INC. COM 576323109 56,871 834,137 SH   DFND 2 730,819 0 103,318
MAXIMUS INC. COM 577933104 518 7,077 SH   SOLE   7,077 0 0
MCKESSON CORPORATION COM 58155Q103 537,312 3,089,423 SH   DFND 1,2 2,674,587 0 414,836
METLIFE INC. COM 59156R108 253,331 5,395,771 SH   DFND 1 4,987,427 0 408,344
MOHAWK INDUSTRIES INC. COM 608190104 267,561 1,898,270 SH   DFND 1,2 1,821,465 0 76,805
MOOG INC. CLASS A COM 615394202 44,099 556,102 SH   SOLE   435,159 0 120,943
MORGAN STANLEY COM 617446448 341,419 4,982,037 SH   DFND 1 4,447,512 0 534,525
MOTORCAR PARTS OF AMERICA INC. COM 620071100 38,758 1,975,457 SH   SOLE   1,552,860 0 422,597
MSC INDUSTRIAL DIRECT CO. INC. CLASS A COM 553530106 22,078 261,615 SH   SOLE   261,615 0 0
MURPHY OIL CORPORATION COM 626717102 38,932 3,217,549 SH   SOLE   2,627,408 0 590,141
NATIONAL OILWELL VARCO INC. COM 637071101 542,655 39,523,272 SH   DFND 1,2 35,127,151 0 4,396,121
NEWELL BRANDS INC COM 651229106 512,035 24,118,468 SH   DFND 1,2 21,446,281 0 2,672,187
NEWMARKET CORPORATION COM 651587107 540 1,355 SH   SOLE   1,355 0 0
NEXTIER OILFIELD SOLUTIONS INC. COM 65290C105 38,422 11,169,202 SH   SOLE   8,436,705 0 2,732,497
NRG ENERGY INC. COM 629377508 344,524 9,175,073 SH   DFND 1,2 8,656,407 0 518,666
OIL COMPANY LUKOIL PJSC SPON ADR COM 69343P105 5,552 81,214 SH   SOLE   81,214 0 0
OLIN CORPORATION COM 680665205 107,425 4,373,976 SH   DFND 2 3,993,496 0 380,480
ORACLE CORPORATION COM 68389X105 210,426 3,252,832 SH   SOLE   3,094,904 0 157,928
ORION ENGINEERED CARBONS SA COM L72967109 32,726 1,909,363 SH   SOLE   1,481,634 0 427,729
OTP BANK NYRT SPON ADR 144A COM 67106E101 1,292 57,320 SH   SOLE   57,320 0 0
PACIFIC BASIN SHIPPING LIMITED UNSPON ADR COM 69402P103 2,487 671,215 SH   SOLE   671,215 0 0
PFIZER INC. COM 717081103 103,440 2,810,113 SH   SOLE   2,633,763 0 176,350
PHIBRO ANIMAL HEALTH CORPORATION CLASS A COM 71742Q106 4,615 237,643 SH   SOLE   179,781 0 57,862
PLANTRONICS INC. COM 727493108 21,962 812,491 SH   SOLE   593,597 0 218,894
POSCO SPON ADR COM 693483109 63,902 1,025,544 SH   SOLE   1,025,544 0 0
PVH CORP. COM 693656100 692,489 7,375,531 SH   DFND 1.2 6,576,568 0 798,963
REALOGY HOLDINGS CORP. COM 75605Y106 41,387 3,154,462 SH   DFND 2 2,754,199 0 400,263
REGIONS FINANCIAL CORPORATION COM 7591EP100 67,955 4,215,563 SH   DFND 2 4,215,563 0 0
REINSURANCE GROUP OF AMERICA INCORPORATED COM 759351604 49,644 428,335 SH   DFND 2 406,235 0 22,100
RENAISSANCERE HOLDINGS LTD. COM G7496G103 344 2,077 SH   SOLE   2,077 0 0
REUNERT LIMITED UNSPON ADR COM 76131U105 787 159,600 SH   SOLE   159,600 0 0
REV GROUP INC. COM 749527107 39,931 4,532,507 SH   SOLE   3,523,326 0 1,009,181
ROYAL DUTCH SHELL PLC SPON ADR CLASS A COM 780259206 149,671 4,259,276 SH   DFND 1 4,168,237 0 91,039
RYDER SYSTEM INC. COM 783549108 183,155 2,965,597 SH   DFND 2 2,543,202 0 422,395
SAMSUNG ELECTRONICS CO. LTD. SPON GDR COM 796050888 6,476 3,474 SH   SOLE   3,474 0 0
SASOL LIMITED SPON ADR COM 803866300 1,326 149,694 SH   SOLE   149,694 0 0
SCANSOURCE INC. COM 806037107 45,223 1,714,280 SH   SOLE   1,328,772 0 385,508
SCHLUMBERGER NV COM 806857108 2,083 95,421 SH   SOLE   95,421 0 0
SHINHAN FINANCIAL GROUP CO. LTD. SPON ADR COM 824596100 18,815 632,218 SH   SOLE   632,218 0 0
SIAM COMMERCIAL BANK PUBLIC COMPANY LTD UNSPON ADR COM 825715105 2,588 225,388 SH   SOLE   225,388 0 0
SNAP-ON INCORPORATED COM 833034101 23,251 135,857 SH   DFND 2 135,857 0 0
SPDR SER TR S&P REGL BKG COM 78464A698 4,476 86,156 SH   SOLE   86,156 0 0
SPECTRUM BRANDS HOLDINGS INC. COM 84790A105 69,203 876,210 SH   SOLE   784,961 0 91,249
STANDARD CHARTERED PLC UNSPON ADR COM 853254100 2,813 219,934 SH   SOLE   219,934 0 0
STANLEY BLACK & DECKER INC. COM 854502101 184,538 1,033,477 SH   SOLE   993,251 0 40,226
STEELCASE INC. CLASS A COM 858155203 67,541 4,984,569 SH   SOLE   4,043,092 0 941,477
SUPER MICRO COMPUTER INC. COM 86800U104 31,547 996,424 SH   SOLE   785,467 0 210,957
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 22,649 207,710 SH   SOLE   207,710 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADR COM 874039100 25,615 234,910 SH   OTR   0 0 234,910
TCF FINANCIAL CORPORATION COM 872307103 48,133 1,300,185 SH   SOLE   982,969 0 317,216
TECHNIPFMC PLC COM G87110105 231,908 24,671,025 SH   DFND 2 18,923,986 0 5,747,039
TEREX CORPORATION COM 880779103 165,565 4,745,353 SH   DFND 2 4,136,698 0 608,655
TEXTRON INC. COM 883203101 377,511 7,811,119 SH   DFND 1,2 7,057,232 0 753,887
TRIMAS CORPORATION COM 896215209 48,406 1,528,465 SH   SOLE   1,238,497 0 289,968
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 13,934 413,117 SH   OTR   0 0 413,117
TRIP.COM GROUP LTD. SPON ADR COM 89677Q107 152,211 4,512,618 SH   SOLE   3,228,554 0 1,284,064
TRIPLE-S MANAGEMENT CORPORATION CLASS B COM 896749108 47,150 2,208,428 SH   SOLE   1,743,679 0 464,749
TRUEBLUE INC. COM 89785X101 30,396 1,626,317 SH   SOLE   1,260,500 0 365,817
TYSON FOODS INC. CLASS A COM 902494103 534 8,290 SH   SOLE   8,290 0 0
UBS GROUP AG COM H42097107 84,390 5,972,374 SH   DFND 1 5,610,970 0 361,404
UMPQUA HOLDINGS CORPORATION COM 904214103 43,960 2,903,581 SH   SOLE   2,267,922 0 635,659
UNITED THERAPEUTICS CORPORATION COM 91307C102 651 4,289 SH   SOLE   4,289 0 0
UNIVERSAL CORP COM 913456109 40,543 834,047 SH   SOLE   674,591 0 159,456
UNIVEST FINANCIAL CORPORATION COM 915271100 39,381 1,913,534 SH   SOLE   1,476,452 0 437,082
VANECK VECTORS ETF TR OIL SVCS ETF COM 92189H607 1,662 10,789 SH   SOLE   10,789 0 0
VAREX IMAGING CORPORATION COM 92214X106 27,078 1,623,369 SH   SOLE   1,272,835 0 350,534
VERIZON COMMUNICATIONS INC. COM 92343V104 14,034 238,876 SH   SOLE   238,876 0 0
VIATRIS INC COM COM 92556V106 320,247 17,088,968 SH   DFND 1,2 14,567,042 0 2,521,926
VOYA FINANCIAL INC. COM 929089100 270,826 4,605,102 SH   DFND 1,2 4,384,250 0 220,852
WEBSTER FINANCIAL CORPORATION COM 947890109 112,996 2,680,800 SH   SOLE   2,284,128 0 396,672
WELLS FARGO & COMPANY COM 949746101 618,077 20,479,698 SH   DFND 1 18,715,069 0 1,764,629
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION COM 929740108 479,584 6,551,698 SH   DFND 1,2 5,864,207 0 687,491
WILMAR INTERNATIONAL LIMITED UNSPON ADR COM 971433107 3,416 95,786 SH   SOLE   95,786 0 0
WSFS FINANCIAL CORPORATION COM 929328102 46,330 1,032,306 SH   SOLE   802,703 0 229,603