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 1,720 9,838 SH   SOLE   4,988 0 4,850
ABBOTT LABS COM 002824100 8,458 77,248 SH   SOLE   51,386 0 25,862
ABBVIE INC COM 00287Y109 8,206 76,580 SH   SOLE   50,954 0 25,626
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 101,283 387,747 SH   SOLE   251,360 11,522 124,865
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,585,167 3,181,983 SH   SOLE 1,2 2,445,498 0 736,485
ALCON AG ORD SHS H01301128 843,316 12,781,383 SH   SOLE 1,2 9,958,072 29,186 2,794,125
ALLEGION PLC ORD SHS G0176J109 836,277 7,185,748 SH   SOLE 1,2 5,592,923 0 1,592,825
AMERICAN EXPRESS CO COM 025816109 1,596 13,200 SH   SOLE   13,200 0 0
AMERIPRISE FINL INC COM 03076C106 968,847 4,985,575 SH   SOLE 1,2 3,892,159 0 1,093,416
AMGEN INC COM 031162100 1,006,606 4,395,783 SH   SOLE 1,2 3,392,479 0 1,003,304
ANSYS INC COM 03662Q105 1,479,575 4,067,002 SH   SOLE 1,2 3,158,075 0 908,927
APPLE INC COM 037833100 1,062 8,000 SH   SOLE   8,000 0 0
AT&T INC COM 00206R102 202 7,030 SH   SOLE   7,030 0 0
AXALTA COATING SYS LTD COM G0750C108 10,624 459,428 SH   SOLE   132,127 0 327,301
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 812 3,500 SH   SOLE   3,500 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,739 5 SH   SOLE   3 0 2
BK OF AMERICA CORP COM 060505104 18,461 738,534 SH   SOLE   245,502 0 493,032
BOK FINL CORP COM NEW 05561Q201 28,377 414,379 SH   SOLE 1,2 297,920 0 116,459
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 59,242 1,435,485 SH   SOLE   1,109,990 64,741 260,754
CABOT OIL & GAS CORP COM 127097103 638,071 39,193,566 SH   SOLE 1,2 30,320,838 0 8,872,728
CAMECO CORP COM 13321L108 21,155 1,578,717 SH   SOLE   1,241,202 64,725 272,790
CAPITAL ONE FINL CORP COM 14040H105 753,287 7,620,508 SH   SOLE 1,2 6,067,098 0 1,553,410
CARNIVAL CORP UNIT 99/99/9999 143658300 14,869 686,459 SH   SOLE   539,689 31,202 115,568
CHEVRON CORP NEW COM 166764100 222 2,632 SH   SOLE   2,632 0 0
CHUBB LIMITED COM H1467J104 665,638 4,345,736 SH   SOLE 1,2 3,358,473 0 987,263
CHURCH & DWIGHT INC COM 171340102 3,438 39,416 SH   SOLE   23,416 0 16,000
CINCINNATI FINL CORP COM 172062101 704,589 8,064,429 SH   SOLE 1,2 6,229,314 0 1,835,115
CINTAS CORP COM 172908105 4,442 12,567 SH   SOLE   8,167 0 4,400
COCA COLA CO COM 191216100 925,884 16,949,288 SH   SOLE 1,2 13,053,923 0 3,895,365
COCA COLA EUROPEAN PARTNERS SHS G25839104 57,562 1,169,139 SH   SOLE   763,708 33,083 372,348
COLGATE PALMOLIVE CO COM 194162103 2,288 26,762 SH   SOLE   26,762 0 0
COMMERCE BANCSHARES INC COM 200525103 523,239 7,964,067 SH   SOLE 1,2 6,210,901 0 1,753,166
CORTEVA INC COM 22052L104 1,028,825 26,570,900 SH   SOLE 1,2 20,710,804 0 5,860,096
COSTCO WHSL CORP NEW COM 22160K105 414 1,100 SH   SOLE   800 0 300
CREDICORP LTD COM G2519Y108 75,779 462,010 SH   SOLE   297,346 13,820 150,844
CULLEN FROST BANKERS INC COM 229899109 396,067 4,540,487 SH   SOLE 1,2 3,617,472 0 923,015
DANAHER CORPORATION COM 235851102 1,545,746 6,983,261 SH   SOLE 1,2 5,355,769 0 1,627,492
DONALDSON INC COM 257651109 609 10,900 SH   SOLE   900 0 10,000
DOVER CORP COM 260003108 381 3,020 SH   SOLE   1,420 0 1,600
DOW INC COM 260557103 239 4,308 SH   SOLE   2,581 0 1,727
DUPONT DE NEMOURS INC COM 26614N102 220 3,093 SH   SOLE   1,366 0 1,727
EAST WEST BANCORP INC COM 27579R104 545,038 10,748,134 SH   SOLE 1,2 8,484,094 0 2,264,040
ELANCO ANIMAL HEALTH INC COM 28414H103 772,904 25,200,655 SH   SOLE 1,2 19,665,932 0 5,534,723
EMERSON ELEC CO COM 291011104 1,214 15,109 SH   SOLE   1,509 0 13,600
EQUITY LIFESTYLE PPTYS INC COM 29472R108 396,867 6,263,690 SH   SOLE 1,2 4,877,998 0 1,385,692
EXXON MOBIL CORP COM 30231G102 1,542 37,418 SH   SOLE   22,418 0 15,000
FRANKLIN ELEC INC COM 353514102 1,809 26,134 SH   SOLE   11,734 0 14,400
GENERAL DYNAMICS CORP COM 369550108 552,743 3,731,572 SH   SOLE 1,2 3,054,404 0 677,168
GRAINGER W W INC COM 384802104 769 1,883 SH   SOLE   1,233 0 650
HONEYWELL INTL INC COM 438516106 186,552 877,064 SH   SOLE   641,378 0 235,686
ILLINOIS TOOL WKS INC COM 452308109 2,317 11,366 SH   SOLE   6,366 0 5,000
ING GROEP N.V. SPONSORED ADR 456837103 41,611 4,407,912 SH   SOLE   3,392,665 203,125 812,122
INTUIT COM 461202103 653 1,720 SH   SOLE   1,720 0 0
ISHARES INC MSCI STH KOR ETF 464286772 8,206 95,367 SH   SOLE   92,767 0 2,600
ISHARES INC MSCI WORLD ETF 464286392 55 490 SH   SOLE   490 0 0
ISHARES TR MSCI EAFE ETF 464287465 22,355 306,401 SH   SOLE   266,993 0 39,408
ISHARES TR RUS 1000 VAL ETF 464287598 23,976 175,356 SH   SOLE   169,675 0 5,681
JOHNSON & JOHNSON COM 478160104 5,556 35,300 SH   SOLE   17,327 0 17,973
JOHNSON CTLS INTL PLC SHS G51502105 833,090 17,881,302 SH   SOLE 1,2 13,986,594 0 3,894,708
JPMORGAN CHASE & CO COM 46625H100 913,522 7,189,122 SH   SOLE 1,2 5,639,812 0 1,549,310
KIMBERLY-CLARK CORP COM 494368103 1,387 10,290 SH   SOLE   9,490 0 800
KONTOOR BRANDS INC COM 50050N103 300 7,401 SH   SOLE   3,846 0 3,555
LENNAR CORP CL A 526057104 997,639 13,156,538 SH   SOLE 1,2 10,114,637 0 3,041,901
LENNAR CORP CL B 526057302 7,004 114,447 SH   SOLE 1 69,015 0 45,432
MAGNA INTL INC COM 559222401 68,760 1,033,446 SH   SOLE   637,856 32,758 362,832
MARTIN MARIETTA MATLS INC COM 573284106 925,821 3,279,463 SH   SOLE 1,2 2,501,407 0 778,056
MEDTRONIC PLC SHS G5960L103 984,357 8,438,990 SH   SOLE 1,2 6,495,422 0 1,943,568
MICROCHIP TECHNOLOGY INC. COM 595017104 1,226,113 8,918,202 SH   SOLE 1,2 6,824,815 0 2,093,387
MICROSOFT CORP COM 594918104 1,568,574 7,083,222 SH   SOLE 1,2 5,438,899 0 1,644,323
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 310,561 70,104,086 SH   SOLE 1,2 52,791,108 0 17,312,978
MONDELEZ INTL INC CL A 609207105 433 7,400 SH   SOLE   1,766 0 5,634
MORGAN STANLEY COM NEW 617446448 56,962 831,191 SH   SOLE   831,191 0 0
NEXTERA ENERGY INC COM 65339F101 225 2,920 SH   SOLE   1,320 0 1,600
NORDSTROM INC COM 655664100 499 16,000 SH   SOLE   16,000 0 0
NOVARTIS AG SPONSORED ADR 66987V109 672,159 7,118,064 SH   SOLE 1,2 5,362,363 17,117 1,738,584
ORIX CORP SPONSORED ADR 686330101 766 9,907 SH   SOLE   8,857 0 1,050
OSHKOSH CORP COM 688239201 352,118 4,140,008 SH   SOLE 1,2 3,099,969 0 1,040,039
PARKER-HANNIFIN CORP COM 701094104 1,044,183 3,833,130 SH   SOLE 1,2 2,990,354 0 842,776
PAYPAL HLDGS INC COM 70450Y103 966,030 4,145,375 SH   SOLE 1,2 3,188,310 0 957,065
PENSKE AUTOMOTIVE GRP INC COM 70959W103 11,830 245,301 SH   SOLE   72,552 0 172,749
PEPSICO INC COM 713448108 5,429 36,607 SH   SOLE   17,047 0 19,560
PFIZER INC COM 717081103 2,546 69,179 SH   SOLE   29,503 0 39,676
PHILLIPS 66 COM 718546104 528,120 7,551,049 SH   SOLE 1,2 5,889,842 0 1,661,207
PIONEER NAT RES CO COM 723787107 370,724 3,277,457 SH   SOLE 1,2 2,507,320 0 770,137
PNC FINL SVCS GROUP INC COM 693475105 868,222 5,826,993 SH   SOLE 1,2 4,575,104 0 1,251,889
PROCTER AND GAMBLE CO COM 742718109 872,214 6,292,105 SH   SOLE 1,2 4,835,648 0 1,456,457
QUALCOMM INC COM 747525103 1,257,285 8,287,013 SH   SOLE 1,2 6,375,268 0 1,911,745
ROYAL BK CDA COM 780087102 2,747 33,470 SH   SOLE   33,470 0 0
RPM INTL INC COM 749685103 905,529 10,018,544 SH   SOLE 1,2 7,692,322 0 2,326,222
SMUCKER J M CO COM NEW 832696405 1,574 13,617 SH   SOLE   6,917 0 6,700
SONY CORP SPONSORED ADR 835699307 1,185,818 11,729,163 SH   SOLE 1,2 8,867,224 32,288 2,829,651
SPDR S&P 500 ETF TR TR UNIT 78462F103 78,321 209,481 SH   SOLE   174,199 0 35,282
STARBUCKS CORP COM 855244109 428 4,000 SH   SOLE   0 0 4,000
STRYKER CORPORATION COM 863667101 343 1,400 SH   SOLE   1,400 0 0
SUN CMNTYS INC COM 866674104 433,120 2,850,408 SH   SOLE 1,2 2,234,439 0 615,969
TOTAL SE SPONSORED ADS 89151E109 31,297 746,767 SH   SOLE   588,345 31,218 127,204
TWITTER INC COM 90184L102 955,005 17,717,399 SH   SOLE 1,2 13,657,356 0 4,060,043
TYSON FOODS INC CL A 902494103 586,442 9,100,592 SH   SOLE 1,2 7,115,687 0 1,984,905
UBS GROUP AG SHS H42097107 30,755 2,176,559 SH   SOLE   1,674,746 102,191 399,622
UNILEVER PLC SPON ADR NEW 904767704 41,730 691,348 SH   SOLE   539,604 31,876 119,868
UNION PAC CORP COM 907818108 1,031 4,952 SH   SOLE   4,952 0 0
US BANCORP DEL COM NEW 902973304 606 13,000 SH   SOLE   13,000 0 0
V F CORP COM 918204108 6,285 73,589 SH   SOLE   35,889 0 37,700
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 291 6,159 SH   SOLE   6,159 0 0
VISA INC COM CL A 92826C839 591 2,700 SH   SOLE   2,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 339,010 8,545,932 SH   SOLE 1,2 6,557,353 0 1,988,579
WALMART INC COM 931142103 232 1,610 SH   SOLE   1,610 0 0
WILLIAMS SONOMA INC COM 969904101 528,875 5,193,199 SH   SOLE   2,007,659 0 3,185,540
XYLEM INC COM 98419M100 923,555 9,073,140 SH   SOLE 1,2 7,079,509 0 1,993,631
ZIMMER BIOMET HOLDINGS INC COM 98956P102 693 4,500 SH   SOLE   2,000 0 2,500
AIA GROUP LTD FOREIGN 00B4TX8S1 43,275 3,891,580 SH   SOLE   1,386,580 0 2,505,000
AIA GROUP LTD SPONS ADR FOREIGN 001317205 46,822 953,976 SH   SOLE   739,006 41,928 173,042
AKZO NOBEL NV FOREIGN 005458314 26,016 242,417 SH   SOLE   104,679 0 137,738
AKZO NOBEL NV SPONS ADR FOREIGN 010199503 46,423 1,290,528 SH   SOLE   992,258 59,616 238,654
ALCON INC FOREIGN 00BJT1GR5 35,341 588,493 SH   SOLE   188,349 0 400,144
AMUNDI SA FOREIGN 000BYZR01 21,820 267,420 SH   SOLE   116,083 0 151,337
ASHTEAD GROUP PLC FOREIGN 000053673 30,887 657,101 SH   SOLE   283,521 0 373,580
ASHTEAD GROUP PLC UNSPONS ADR FOREIGN 045055100 55,342 292,966 SH   SOLE   224,140 14,491 54,335
ASSA ABLOY AB FOREIGN 00BYPC1T4 28,912 1,275,965 SH   SOLE   478,431 0 797,534
ASSA ABLOY AB SPONS ADR FOREIGN 045387107 40,857 3,318,696 SH   SOLE   2,565,607 150,691 602,398
BROOKFIELD ASSET MANAGEMENT INC FOREIGN 002092599 29,949 724,423 SH   SOLE   299,223 0 425,200
CAMECO CORP FOREIGN 002166160 19,099 1,620,699 SH   SOLE   473,557 0 1,147,142
CARNIVAL PLC FOREIGN 003121522 13,119 780,938 SH   SOLE   265,728 0 515,210
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA FOREIGN 004588364 12,618 98,429 SH   SOLE   43,889 0 54,540
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR FOREIGN 59410T106 410,578 15,979,262 SH   SOLE 1,2 12,649,967 0 3,329,295
CLOSE BROTHERS GROUP PLC FOREIGN 000766807 16,584 877,682 SH   SOLE   378,357 0 499,325
CLOSE BROTHERS GROUP PLC UNSPONS ADR FOREIGN 189062102 30,411 781,448 SH   SOLE   610,668 37,541 133,239
COMPASS GROUP PLC FOREIGN 00BD6K457 18,108 971,707 SH   SOLE   411,307 0 560,400
COMPASS GROUP PLC SPONS ADR FOREIGN 20449X401 35,726 1,911,297 SH   SOLE   1,491,869 88,414 331,014
DASSAULT SYSTEMES SE FOREIGN 005330047 52,208 283,117 SH   SOLE   104,915 0 178,202
DASSAULT SYSTEMES SE SPONS ADR FOREIGN 237545108 51,987 255,440 SH   SOLE   196,980 11,526 46,934
DBS GROUP HOLDINGS LTD FOREIGN 006175203 32,765 1,924,464 SH   SOLE   632,954 0 1,291,510
DBS GROUP HOLDINGS LTD SPONS ADR FOREIGN 23304Y100 37,395 492,437 SH   SOLE   383,526 21,474 87,437
ERSTE GROUP BANK AG FOREIGN 005289837 22,471 807,983 SH   SOLE   279,585 0 528,398
ERSTE GROUP BANK AG SPONS ADR FOREIGN 296036304 27,133 1,785,184 SH   SOLE   1,399,759 77,853 307,572
EXPERIAN PLC FOREIGN 00B19NLV4 21,306 561,173 SH   SOLE   232,173 0 329,000
EXPERIAN PLC SPONS ADR FOREIGN 30215C101 40,458 1,065,805 SH   SOLE   821,286 48,214 196,305
FANUC CORP FOREIGN 006356934 46,638 207,700 SH   SOLE   75,540 0 132,160
FANUC CORP ADR FOREIGN 307305102 51,901 2,106,426 SH   SOLE   1,621,736 95,723 388,967
HEINEKEN NV FOREIGN 007792559 37,792 367,958 SH   SOLE   130,137 0 237,821
HEINEKEN NV SPONS ADR L1 FOREIGN 423012301 48,679 871,964 SH   SOLE   672,977 39,390 159,597
HOSHIZAKI CORP FOREIGN 00B3FF8W8 14,027 187,322 SH   SOLE   58,322 0 129,000
KDDI CORP FOREIGN 006248990 35,069 1,297,870 SH   SOLE   449,570 0 848,300
KDDI CORP ADR FOREIGN 48667L106 41,867 2,820,599 SH   SOLE   2,191,095 123,087 506,417
KUBOTA CORP FOREIGN 006497509 38,120 1,929,370 SH   SOLE   711,270 0 1,218,100
KUBOTA CORP ADR FOREIGN 501173207 46,497 423,419 SH   SOLE   327,386 18,924 77,109
LVMH MOET HENNESSY LOUIS VUITTON SE FOREIGN 004061412 52,876 93,622 SH   SOLE   33,585 0 60,037
LVMH MOET HENNESSY LOUIS VUITTON SE ADR FOREIGN 502441306 53,931 431,984 SH   SOLE   333,418 19,761 78,805
MAGNA INTERNATIONAL INC FOREIGN 559222955 25,864 365,325 SH   SOLE   152,525 0 212,800
MARUI GROUP CO LTD FOREIGN 006569527 25,077 1,555,440 SH   SOLE   576,960 0 978,480
MARUI GROUP CO LTD ADR FOREIGN 573814308 28,798 826,184 SH   SOLE   644,529 37,031 144,624
MITSUBISHI UFJ FINANCIAL GROUP INC FOREIGN 006335171 4,961 1,434,700 SH   SOLE   287,900 0 1,146,800
NESTLE SA SPONS ADR FOREIGN 641069406 200 1,696 SH   SOLE   1,696 0 0
NIDEC CORP FOREIGN 006640682 53,958 466,062 SH   SOLE   178,992 0 287,070
NIDEC CORP SPONS ADR FOREIGN 654090109 66,076 2,091,586 SH   SOLE   1,607,107 98,356 386,123
NOVARTIS AG FOREIGN 007103065 29,384 341,442 SH   SOLE   112,714 0 228,728
ORIX CORP FOREIGN 006661144 11,623 942,500 SH   SOLE   253,300 0 689,200
OTSUKA HOLDINGS CO LTD FOREIGN 006267058 25,122 628,100 SH   SOLE   235,400 0 392,700
OTSUKA HOLDINGS CO LTD UNSPONS ADR FOREIGN 689164101 32,802 1,531,612 SH   SOLE   1,173,958 72,044 285,610
RECKITT BENCKISER GROUP PLC FOREIGN 00B24CGK7 17,755 198,504 SH   SOLE   83,504 0 115,000
RECKITT BENCKISER GROUP PLC SPONS ADR FOREIGN 756255204 29,727 1,650,369 SH   SOLE   1,238,369 87,525 324,475
RENTOKIL INITIAL PLC FOREIGN 00B082RF1 24,201 3,473,586 SH   SOLE   1,501,286 0 1,972,300
RENTOKIL INITIAL PLC SPONS ADR FOREIGN 760125104 43,956 1,245,135 SH   SOLE   958,498 56,562 230,075
SAFRAN SA FOREIGN 00B058TZ6 22,451 158,513 SH   SOLE   68,339 0 90,174
SAFRAN SA SPONS ADR FOREIGN 786584102 39,084 1,102,081 SH   SOLE   823,226 61,576 217,279
SAMSUNG ELECTRONICS CO LTD FOREIGN 006771720 52,087 796,981 SH   SOLE   167,300 0 629,681
SAMSUNG ELECTRONICS CO LTD FOREIGN 006773812 2,628 38,800 SH   SOLE   38,800 0 0
SAMSUNG ELECTRONICS CO LTD SPONS ADR FOREIGN 796050888 2,208 1,210 SH   SOLE   1,210 0 0
SONY CORP FOREIGN 006821506 64,557 710,770 SH   SOLE   255,970 0 454,800
SYMRISE AG FOREIGN 00B1JB4K8 39,187 323,577 SH   SOLE   121,555 0 202,022
SYMRISE AG UNSPONS ADR FOREIGN 87155N109 40,583 1,221,558 SH   SOLE   941,543 55,213 224,802
TORAY INDUSTRIES INC FOREIGN 006897143 9,138 1,921,400 SH   SOLE   519,500 0 1,401,900
TORAY INDUSTRIES INC ADR FOREIGN 890880206 485 40,993 SH   SOLE   35,393 0 5,600
TOTAL SE FOREIGN 00B15C557 29,710 775,874 SH   SOLE   228,592 0 547,282
UBS GROUP AG FOREIGN 00BRJL176 16,085 1,142,993 SH   SOLE   483,993 0 659,000
UNILEVER PLC FOREIGN 00B12T3J1 21,745 359,164 SH   SOLE   148,864 0 210,300