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
ABBVIE INC COM 00287Y109 5,961 44,409 SH   SOLE   44,409 0 0
NOVO-NORDISK A S ADR 670100205 18,423 184,907 SH   SOLE   184,907 0 0
PINDUODUO INC SPONSORED ADS 722304102 325,985 5,208,954 SH   SOLE   4,531,025 0 677,929
RIO TINTO PLC SPONSORED ADR 767204100 303,116 5,505,202 SH   SOLE   5,292,276 0 212,926
TOTALENERGIES SE SPONSORED ADS 89151E109 318 6,839 SH   SOLE   6,839 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,159,952 18,310,547 SH   SOLE   16,567,723 0 1,742,824
ALGONQUIN PWR UTILS CORP COM 015857105 1,370 124,771 SH   SOLE   124,771 0 0
AMBEV SA SPONSORED ADR 02319V103 445 157,333 SH   SOLE   157,333 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,845 173,223 SH   SOLE   173,223 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,659 30,763 SH   SOLE   30,763 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 104,284 2,196,363 SH   SOLE   2,041,939 0 154,424
ANALOG DEVICES INC COM 032654105 394,731 2,833,319 SH   SOLE   2,665,917 0 167,402
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 20,621 456,631 SH   SOLE   456,631 0 0
AON PLC SHS CL A G0403H108 474,334 1,770,768 SH   SOLE   1,702,929 0 67,839
APPLE INC COM 037833100 523,076 3,785,708 SH   SOLE   3,383,699 0 402,009
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 254,235 12,770,163 SH   SOLE   12,233,571 0 536,592
ASML HOLDING N V N Y REGISTRY SHS N07059210 474,078 1,141,396 SH   SOLE   1,091,058 0 50,338
ASTRAZENECA PLC SPONSORED ADR 046353108 1,007,614 18,377,731 SH   SOLE   17,326,176 0 1,051,555
ATMOS ENERGY CORP COM 049560105 1,712 16,798 SH   SOLE   16,798 0 0
AUTODESK INC COM 052769106 539,793 2,890,204 SH   SOLE   2,716,407 0 173,797
BANCO BRADESCO S A SP ADR PFD NEW 059460303 1,143 310,690 SH   SOLE   310,690 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 322,636 794 SH   SOLE   617 0 177
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 448,527 1,680,101 SH   SOLE   1,576,122 0 103,979
BK OF AMERICA CORP COM 060505104 1,050,257 34,784,596 SH   SOLE   30,731,933 0 4,052,663
BLACKSTONE INC COM 09260D107 4,119 49,207 SH   SOLE   49,207 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 32,882 462,050 SH   SOLE   462,050 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,180,322 33,251,791 SH   SOLE   31,689,137 0 1,562,654
BROADCOM INC COM 11135F101 4,080 9,189 SH   SOLE   9,189 0 0
CHEVRON CORP NEW COM 166764100 4,527 31,512 SH   SOLE   31,512 0 0
CME GROUP INC COM 12572Q105 1,798 10,150 SH   SOLE   10,150 0 0
CMS ENERGY CORP COM 125896100 3,211 55,141 SH   SOLE   55,141 0 0
DEVON ENERGY CORP NEW COM 25179M103 641,937 10,677,557 SH   SOLE   10,042,166 0 635,391
DR REDDYS LABS LTD ADR 256135203 9,281 177,312 SH   SOLE   177,312 0 0
LILLY ELI & CO COM 532457108 515,487 1,594,448 SH   SOLE   1,497,042 0 97,406
ENBRIDGE INC COM 29250N105 2,095,912 56,234,826 SH   SOLE   52,183,975 0 4,050,851
ENI S P A SPONSORED ADR 26874R108 2,118 100,127 SH   SOLE   100,127 0 0
EXELON CORP COM 30161N101 800,074 21,362,663 SH   SOLE   18,812,050 0 2,550,613
EXXON MOBIL CORP COM 30231G102 2,956,916 33,871,888 SH   SOLE   30,339,763 0 3,532,125
FIRSTENERGY CORP COM 337932107 2,616 70,700 SH   SOLE   70,700 0 0
FORTIS INC COM 349553107 439,833 11,515,887 SH   SOLE   11,086,812 0 429,075
GENERAL MLS INC COM 370334104 1,967 25,646 SH   SOLE   25,646 0 0
GLOBANT S A COM L44385109 7,569 40,443 SH   SOLE   36,114 0 4,329
HDFC BANK LTD SPONSORED ADS 40415F101 1,161,806 19,892,081 SH   SOLE   17,114,942 0 2,777,139
HOME DEPOT INC COM 437076102 112,814 408,831 SH   SOLE   383,069 0 25,762
HSBC HLDGS PLC SPON ADR NEW 404280406 231 8,855 SH   SOLE   8,855 0 0
HUMANA INC COM 444859102 387,567 798,937 SH   SOLE   750,499 0 48,438
HUNTINGTON INGALLS INDS INC COM 446413106 9,693 43,755 SH   SOLE   43,517 0 238
ICICI BANK LIMITED ADR 45104G104 1,053,568 50,245,400 SH   SOLE   46,197,274 0 4,048,126
IMPERIAL OIL LTD COM NEW 453038408 217,639 4,999,971 SH   SOLE   4,774,601 0 225,370
INFOSYS LTD SPONSORED ADR 456788108 179,219 10,560,020 SH   SOLE   8,620,880 0 1,939,140
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 73,578 14,233,298 SH   SOLE   9,575,972 0 4,657,326
JD.COM INC SPON ADR CL A 47215P106 10,506 208,661 SH   SOLE   19,823 0 188,838
JOHNSON & JOHNSON COM 478160104 189,200 1,158,156 SH   SOLE   1,076,112 0 82,044
L3HARRIS TECHNOLOGIES INC COM 502431109 4,791 23,046 SH   SOLE   23,046 0 0
LAM RESEARCH CORP COM 512807108 1,370,093 3,743,670 SH   SOLE   3,484,265 0 259,405
LOCKHEED MARTIN CORP COM 539830109 641,179 1,660,361 SH   SOLE   1,543,660 0 116,701
MASTERCARD INCORPORATED CL A 57636Q104 28,218 99,239 SH   SOLE   99,239 0 0
MCDONALDS CORP COM 580135101 3,413 14,788 SH   SOLE   14,788 0 0
MERCK & CO INC COM 58933Y105 2,891 33,571 SH   SOLE   33,571 0 0
MICROSOFT CORP COM 594918104 1,294,859 5,561,025 SH   SOLE   4,894,566 0 666,459
MONOLITHIC PWR SYS INC COM 609839105 198,439 546,168 SH   SOLE   513,392 0 32,776
NORTHROP GRUMMAN CORP COM 666807102 49,289 104,798 SH   SOLE   97,766 0 7,032
NOVARTIS AG SPONSORED ADR 66987V109 1,190 15,660 SH   SOLE   15,660 0 0
OCCIDENTAL PETE CORP COM 674599105 935,171 15,220,853 SH   SOLE   14,339,178 0 881,675
ONEOK INC NEW COM 682680103 3,752 73,203 SH   SOLE   73,203 0 0
ORACLE CORP COM 68389X105 4,191 68,618 SH   SOLE   68,618 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,642,536 214,164,343 SH   SOLE   185,406,144 0 28,758,199
PHILIP MORRIS INTL INC COM 718172109 1,446,139 17,423,624 SH   SOLE   16,523,166 0 900,458
PROCTER AND GAMBLE CO COM 742718109 8,571 67,884 SH   SOLE   67,884 0 0
PROGRESSIVE CORP COM 743315103 56,617 486,932 SH   SOLE   486,932 0 0
SCHLUMBERGER LTD COM STK 806857108 409,407 11,405,319 SH   SOLE   9,909,053 0 1,496,266
SCHWAB CHARLES CORP COM 808513105 1,190,454 16,567,655 SH   SOLE   14,188,584 0 2,379,071
SERVICENOW INC COM 81762P102 348,237 922,322 SH   SOLE   864,979 0 57,343
STRYKER CORPORATION COM 863667101 123,238 608,458 SH   SOLE   570,879 0 37,579
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,240,402 18,091,932 SH   SOLE   16,487,062 0 1,604,870
TEXAS INSTRS INC COM 882508104 5,065 32,716 SH   SOLE   32,716 0 0
UBS GROUP AG SHS H42097107 1,265 86,039 SH   SOLE   86,039 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,502 27,864 SH   SOLE   27,864 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,635,529 3,239,156 SH   SOLE   2,780,611 0 458,545
VALE S A SPONSORED ADS 91912E105 285,065 21,409,881 SH   SOLE   13,101,374 0 8,308,507
VALERO ENERGY CORP COM 91913Y100 14,999 140,293 SH   SOLE   140,293 0 0
VISA INC COM CL A 92826C839 1,113,910 6,271,668 SH   SOLE   5,575,921 0 695,747
WALMART INC COM 931142103 711 5,479 SH   SOLE   5,479 0 0