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 2,553 28,839 SH   SOLE   28,821 0 18
ADT INC COM 00090Q103 975 122,984 SH   SOLE   122,984 0 0
AGCO CORP COM 001084102 1,434 18,560 SH   SOLE   18,551 0 9
AKAMAI TECHNOLOGIES INC COM 00971T101 2,265 26,221 SH   SOLE   26,218 0 3
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 465 2,191 SH   SOLE   961 0 1,230
ALLISON TRANSMISSION HLDGS I COM 01973R101 4,254 88,029 SH   SOLE   87,989 0 40
ALLSTATE CORP COM 020002101 4,938 43,914 SH   SOLE   43,879 0 35
ALPHABET INC CAP STK CL A 02079K305 5,370 4,009 SH   SOLE   4,007 0 2
AMERICAN EXPRESS CO COM 025816109 999 8,021 SH   SOLE   8,021 0 0
AMERIPRISE FINL INC COM 03076C106 1,244 7,470 SH   SOLE   7,461 0 9
AMGEN INC COM 031162100 9,962 41,324 SH   SOLE   41,308 0 16
APPLE INC COM 037833100 9,093 30,965 SH   SOLE   30,959 0 6
AT&T INC COM 00206R102 6,238 159,628 SH   SOLE   159,523 0 105
ATHENE HLDG LTD CL A G0684D107 4,469 95,035 SH   SOLE   95,005 0 30
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,968 352,773 SH   SOLE   47,587 0 305,186
BANK AMER CORP COM 060505104 7,099 201,574 SH   SOLE   201,503 0 71
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 12,714 343,426 SH   SOLE   237,488 0 105,938
BAUSCH HEALTH COS INC COM 071734107 5,267 176,041 SH   SOLE   29,731 0 146,310
BEST BUY INC COM 086516101 266 3,028 SH   SOLE   3,017 0 11
BHP GROUP LTD SPONSORED ADS 088606108 921 16,832 SH   SOLE   2,255 0 14,577
BIOGEN INC COM 09062X103 3,287 11,077 SH   SOLE   11,074 0 3
BOOKING HLDGS INC COM 09857L108 5,974 2,909 SH   SOLE   2,908 0 1
BROADCOM INC COM 11135F101 4,657 14,736 SH   SOLE   14,723 0 13
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 302 3,864 SH   SOLE   3,850 0 14
CADENCE DESIGN SYSTEM INC COM 127387108 2,107 30,382 SH   SOLE   30,345 0 37
CARNIVAL PLC ADR 14365C103 1,416 29,409 SH   SOLE   3,953 0 25,456
CDW CORP COM 12514G108 2,276 15,936 SH   SOLE   15,921 0 15
CELANESE CORP DEL COM 150870103 3,224 26,184 SH   SOLE   26,171 0 13
CHECK POINT SOFTWARE TECH LT ORD M22465104 13,277 119,655 SH   SOLE   58,350 0 61,305
CHEVRON CORP NEW COM 166764100 800 6,638 SH   SOLE   6,635 0 3
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 1,039 110,973 SH   SOLE   15,170 0 95,803
CISCO SYS INC COM 17275R102 1,020 21,274 SH   SOLE   21,251 0 23
CITIGROUP INC COM NEW 172967424 4,182 52,350 SH   SOLE   52,346 0 4
CITIZENS FINL GROUP INC COM 174610105 1,908 46,982 SH   SOLE   46,940 0 42
CITRIX SYS INC COM 177376100 7,032 63,408 SH   SOLE   63,377 0 31
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,778 118,157 SH   SOLE   118,157 0 0
CONOCOPHILLIPS COM 20825C104 1,498 23,033 SH   SOLE   22,992 0 41
COSAN LTD SHS A G25343107 12,036 526,965 SH   SOLE   276,298 0 250,667
CURTISS WRIGHT CORP COM 231561101 1,076 7,637 SH   SOLE   7,631 0 6
DECKERS OUTDOOR CORP COM 243537107 1,846 10,930 SH   SOLE   10,905 0 25
DIAGEO P L C SPON ADR NEW 25243Q205 692 4,109 SH   SOLE   539 0 3,570
DR REDDYS LABS LTD ADR 256135203 441 10,860 SH   SOLE   6,140 0 4,720
EBAY INC COM 278642103 3,734 103,417 SH   SOLE   103,342 0 75
ECOPETROL S A SPONSORED ADS 279158109 455 22,791 SH   SOLE   11,971 0 10,820
ELECTRONIC ARTS INC COM 285512109 3,039 28,263 SH   SOLE   28,247 0 16
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,572 22,331 SH   SOLE   22,311 0 20
EXPEDIA GROUP INC COM NEW 30212P303 563 5,210 SH   SOLE   5,210 0 0
FACEBOOK INC CL A 30303M102 3,284 15,999 SH   SOLE   15,979 0 20
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 910 61,938 SH   SOLE   8,208 0 53,730
GENERAL MLS INC COM 370334104 430 8,029 SH   SOLE   8,000 0 29
GENMAB A S SPONSORED ADS 372303206 924 41,362 SH   SOLE   5,797 0 35,565
GENTEX CORP COM 371901109 370 12,756 SH   SOLE   12,710 0 46
GILEAD SCIENCES INC COM 375558103 3,085 47,479 SH   SOLE   47,462 0 17
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,100 23,415 SH   SOLE   3,160 0 20,255
HCA HEALTHCARE INC COM 40412C101 6,716 45,435 SH   SOLE   45,427 0 8
HILL ROM HLDGS INC COM 431475102 392 3,454 SH   SOLE   3,441 0 13
HOLLYFRONTIER CORP COM 436106108 2,380 46,935 SH   SOLE   46,908 0 27
HOME DEPOT INC COM 437076102 6,138 28,105 SH   SOLE   28,089 0 16
ICON PLC SHS G4705A100 12,873 74,745 SH   SOLE   40,485 0 34,260
IDEXX LABS INC COM 45168D104 3,021 11,568 SH   SOLE   11,560 0 8
INTEL CORP COM 458140100 1,656 27,669 SH   SOLE   27,630 0 39
INTERNATIONAL BUSINESS MACHS COM 459200101 7,114 53,072 SH   SOLE   53,045 0 27
ISHARES TR MSCI EAFE ETF 464287465 5,310 76,462 SH   SOLE   76,462 0 0
ISHARES TR EAFE SML CP ETF 464288273 1,058 16,980 SH   SOLE   0 0 16,980
J2 GLOBAL INC COM 48123V102 1,491 15,909 SH   SOLE   15,865 0 44
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 4,392 29,424 SH   SOLE   29,407 0 17
JOHNSON & JOHNSON COM 478160104 2,255 15,460 SH   SOLE   15,454 0 6
JPMORGAN CHASE & CO COM 46625H100 4,561 32,720 SH   SOLE   32,708 0 12
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,436 13,990 SH   SOLE   13,980 0 10
KIMBERLY CLARK CORP COM 494368103 6,389 46,445 SH   SOLE   46,429 0 16
KOHLS CORP COM 500255104 1,190 23,358 SH   SOLE   23,358 0 0
KT CORP SPONSORED ADR 48268K101 262 22,622 SH   SOLE   12,102 0 10,520
L3HARRIS TECHNOLOGIES INC COM 502431109 580 2,929 SH   SOLE   2,928 0 1
LAM RESEARCH CORP COM 512807108 5,021 17,170 SH   SOLE   17,165 0 5
LAMAR ADVERTISING CO NEW CL A 512816109 1,061 11,890 SH   SOLE   11,879 0 11
LOCKHEED MARTIN CORP COM 539830109 3,975 10,209 SH   SOLE   10,199 0 10
MANULIFE FINL CORP COM 56501R106 1,662 81,935 SH   SOLE   11,069 0 70,866
MASTEC INC COM 576323109 1,393 21,710 SH   SOLE   21,672 0 38
MAXIMUS INC COM 577933104 2,015 27,083 SH   SOLE   27,079 0 4
MEDTRONIC PLC SHS G5960L103 1,645 14,503 SH   SOLE   14,473 0 30
MERCK & CO INC COM 58933Y105 4,933 54,238 SH   SOLE   54,199 0 39
METLIFE INC COM 59156R108 1,950 38,256 SH   SOLE   38,256 0 0
MICROSOFT CORP COM 594918104 7,992 50,676 SH   SOLE   50,635 0 41
MOLSON COORS BREWING CO CL B 60871R209 2,975 55,198 SH   SOLE   55,198 0 0
MOMO INC ADR 60879B107 259 7,720 SH   SOLE   4,150 0 3,570
MONSTER BEVERAGE CORP NEW COM 61174X109 1,213 19,086 SH   SOLE   19,076 0 10
NETEASE INC SPONSORED ADS 64110W102 14,735 48,052 SH   SOLE   25,333 0 22,719
NEWMARKET CORP COM 651587107 1,176 2,417 SH   SOLE   2,415 0 2
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,950 33,385 SH   SOLE   33,353 0 32
NOVARTIS A G SPONSORED ADR 66987V109 2,595 27,409 SH   SOLE   3,746 0 23,663
NRG ENERGY INC COM NEW 629377508 1,703 42,844 SH   SOLE   42,833 0 11
NUANCE COMMUNICATIONS INC COM 67020Y100 1,605 90,020 SH   SOLE   89,986 0 34
NXP SEMICONDUCTORS N V COM N6596X109 80,571 633,120 SH   SOLE   380,354 0 252,766
OMNICOM GROUP INC COM 681919106 2,152 26,561 SH   SOLE   26,544 0 17
OPEN TEXT CORP COM 683715106 1,553 35,249 SH   SOLE   4,835 0 30,414
ORACLE CORP COM 68389X105 6,816 128,658 SH   SOLE   128,606 0 52
ORIX CORP SPONSORED ADR 686330101 1,633 19,572 SH   SOLE   2,659 0 16,913
PACKAGING CORP AMER COM 695156109 1,347 12,030 SH   SOLE   12,030 0 0
PEPSICO INC COM 713448108 6,109 44,701 SH   SOLE   44,680 0 21
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 972 60,963 SH   SOLE   10,247 0 50,716
PFIZER INC COM 717081103 1,705 43,517 SH   SOLE   43,508 0 9
PHILLIPS 66 COM 718546104 6,707 60,203 SH   SOLE   60,170 0 33
PNC FINL SVCS GROUP INC COM 693475105 1,541 9,651 SH   SOLE   9,651 0 0
PROCTER & GAMBLE CO COM 742718109 433 3,463 SH   SOLE   3,450 0 13
PULTE GROUP INC COM 745867101 2,927 75,430 SH   SOLE   75,395 0 35
QORVO INC COM 74736K101 1,792 15,417 SH   SOLE   15,417 0 0
RELX PLC SPONSORED ADR 759530108 2,158 85,413 SH   SOLE   11,664 0 73,749
RIO TINTO PLC SPONSORED ADR 767204100 1,884 31,742 SH   SOLE   4,299 0 27,443
ROBERT HALF INTL INC COM 770323103 811 12,845 SH   SOLE   12,845 0 0
ROPER TECHNOLOGIES INC COM 776696106 338 953 SH   SOLE   950 0 3
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,503 42,440 SH   SOLE   5,803 0 36,637
S&P GLOBAL INC COM 78409V104 2,288 8,380 SH   SOLE   8,376 0 4
SILGAN HOLDINGS INC COM 827048109 1,227 39,487 SH   SOLE   39,476 0 11
SIMON PPTY GROUP INC NEW COM 828806109 984 6,605 SH   SOLE   6,602 0 3
SINCLAIR BROADCAST GROUP INC CL A 829226109 1,177 35,296 SH   SOLE   35,296 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 2,021 42,038 SH   SOLE   5,778 0 36,260
SONY CORP SPONSORED ADR 835699307 3,694 54,328 SH   SOLE   7,481 0 46,847
SYNEOS HEALTH INC CL A 87166B102 1,334 22,423 SH   SOLE   22,364 0 59
SYSCO CORP COM 871829107 787 9,204 SH   SOLE   9,170 0 34
TARGET CORP COM 87612E106 3,967 30,942 SH   SOLE   30,938 0 4
TELEFONICA S A SPONSORED ADR 879382208 579 83,044 SH   SOLE   11,551 0 71,493
TERNIUM SA SPONSORED ADS 880890108 8,867 403,067 SH   SOLE   262,005 0 141,062
TETRA TECH INC NEW COM 88162G103 2,014 23,373 SH   SOLE   23,338 0 35
UNILEVER PLC SPON ADR NEW 904767704 3,101 54,242 SH   SOLE   7,466 0 46,776
US BANCORP DEL COM NEW 902973304 1,719 28,993 SH   SOLE   28,988 0 5
VERISIGN INC COM 92343E102 1,353 7,023 SH   SOLE   7,014 0 9
VERIZON COMMUNICATIONS INC COM 92343V104 3,378 55,021 SH   SOLE   55,001 0 20
VISA INC COM CL A 92826C839 277 1,475 SH   SOLE   1,470 0 5
VISTRA ENERGY CORP COM 92840M102 1,381 60,071 SH   SOLE   60,039 0 32
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,729 29,333 SH   SOLE   29,333 0 0
WEC ENERGY GROUP INC COM 92939U106 233 2,523 SH   SOLE   2,514 0 9
WESTERN ALLIANCE BANCORP COM 957638109 1,049 18,404 SH   SOLE   18,404 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 3,163 85,797 SH   SOLE   85,781 0 16
YUM CHINA HLDGS INC COM 98850P109 1,031 21,478 SH   SOLE   11,288 0 10,190
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,643 22,091 SH   SOLE   22,082 0 9
ZIONS BANCORPORATION N A COM 989701107 1,814 34,942 SH   SOLE   34,919 0 23