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
ADECOAGRO S A COM L00849106 480 69,614 SH   SOLE   69,614 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,669 27,382 SH   SOLE   27,218 0 164
AERCAP HOLDINGS NV SHS N00985106 273,764 5,882,336 SH   SOLE   5,856,656 0 25,680
AGILENT TECHNOLOGIES INC COM 00846U101 32,155 400,037 SH   SOLE   391,295 0 8,742
AIR LEASE CORP CL A 00912X302 4,769 138,843 SH   SOLE   138,085 0 758
AIRCASTLE LTD COM G0129K104 3,157 156,001 SH   SOLE   155,575 0 426
ALAMO GROUP INC COM 011311107 3,226 32,282 SH   SOLE   32,198 0 84
ALASKA AIR GROUP INC COM 011659109 3,497 62,309 SH   SOLE   61,978 0 331
ALPHABET INC CAP STK CL A 02079K305 58,780 49,945 SH   SOLE   48,904 0 1,041
AMERICAN EXPRESS CO COM 025816109 54,665 500,140 SH   SOLE   490,136 0 10,004
AMERICAN HOMES 4 RENT CL A 02665T306 3,232 142,262 SH   SOLE   141,873 0 389
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,571 280,050 SH   SOLE   280,050 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 40,543 941,558 SH   SOLE   919,465 0 22,093
AMERICAN WTR WKS CO INC NEW COM 030420103 35,802 343,394 SH   SOLE   335,281 0 8,113
ANADARKO PETE CORP COM 032511107 28,085 617,535 SH   SOLE   606,236 0 11,299
AQUA AMERICA INC COM 03836W103 4,694 128,808 SH   SOLE   128,060 0 748
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 96,897 4,754,510 SH   SOLE   4,722,021 0 32,489
ARCH CAP GROUP LTD ORD G0450A105 5,005 154,845 SH   SOLE   153,965 0 880
ARCHER DANIELS MIDLAND CO COM 039483102 28,043 650,187 SH   SOLE   635,211 0 14,976
ASML HOLDING N V N Y REGISTRY SHS N07059210 88,605 471,178 SH   SOLE   468,993 0 2,185
ATMOS ENERGY CORP COM 049560105 4,591 44,603 SH   SOLE   44,340 0 263
AXA EQUITABLE HLDGS INC COM 054561105 7,650 379,817 SH   SOLE   378,432 0 1,385
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 7,769 141,827 SH   SOLE   141,174 0 653
BAIDU INC SPON ADR REP A 056752108 167,920 1,018,624 SH   SOLE   1,013,802 0 4,822
BANCO SANTANDER SA ADR 05964H105 117,485 25,374,640 SH   SOLE   25,199,787 0 174,853
BANKUNITED INC COM 06652K103 4,651 139,243 SH   SOLE   138,436 0 807
BEST INC SPONSORED ADS 08653C106 333 63,690 SH   SOLE   63,690 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 131,158 2,716,603 SH   SOLE   2,698,061 0 18,542
BIOGEN INC COM 09062X103 35,117 148,560 SH   SOLE   145,434 0 3,126
BMC STK HLDGS INC COM 05591B109 3,029 171,408 SH   SOLE   170,952 0 456
BOOKING HLDGS INC COM 09857L108 16,906 9,689 SH   SOLE   9,688 0 1
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 5,205 89,526 SH   SOLE   88,958 0 568
BORGWARNER INC COM 099724106 32,794 853,801 SH   SOLE   836,483 0 17,318
BRUKER CORP COM 116794108 8,089 210,437 SH   SOLE   209,460 0 977
CABOT OIL & GAS CORP COM 127097103 2,972 113,868 SH   SOLE   113,260 0 608
CAMBREX CORP COM 132011107 2,483 63,914 SH   SOLE   63,914 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 3,101 222,914 SH   SOLE   222,281 0 633
CAPITAL ONE FINL CORP COM 14040H105 29,330 359,045 SH   SOLE   351,341 0 7,704
CARTERS INC COM 146229109 3,106 30,819 SH   SOLE   30,729 0 90
CDK GLOBAL INC COM 12508E101 7,942 135,028 SH   SOLE   134,531 0 497
CERNER CORP COM 156782104 29,423 514,303 SH   SOLE   502,624 0 11,679
CHEVRON CORP NEW COM 166764100 46,242 375,403 SH   SOLE   367,173 0 8,230
CITIGROUP INC COM NEW 172967424 43,782 703,661 SH   SOLE   688,043 0 15,618
CITIZENS FINL GROUP INC COM 174610105 32,783 1,008,717 SH   SOLE   988,877 0 19,840
COMMVAULT SYSTEMS INC COM 204166102 2,197 33,942 SH   SOLE   33,816 0 126
CONDUENT INC COM 206787103 2,956 213,772 SH   SOLE   213,192 0 580
CORVEL CORP COM 221006109 1,602 24,556 SH   SOLE   24,494 0 62
CUMMINS INC COM 231021106 33,199 210,293 SH   SOLE   205,878 0 4,415
DELEK US HLDGS INC NEW COM 24665A103 3,182 87,380 SH   SOLE   87,147 0 233
DELTA AIR LINES INC DEL COM NEW 247361702 32,659 632,310 SH   SOLE   619,004 0 13,306
DOWDUPONT INC COM 26078J100 43,336 812,914 SH   SOLE   795,497 0 17,417
EAST WEST BANCORP INC COM 27579R104 4,149 86,492 SH   SOLE   85,997 0 495
EBAY INC COM 278642103 50,457 1,358,558 SH   SOLE   1,331,274 0 27,284
ENERSYS COM 29275Y102 2,924 44,867 SH   SOLE   44,798 0 69
EOG RES INC COM 26875P101 27,040 284,092 SH   SOLE   277,400 0 6,692
EURONET WORLDWIDE INC COM 298736109 5,424 38,036 SH   SOLE   37,794 0 242
EXPEDITORS INTL WASH INC COM 302130109 4,452 58,660 SH   SOLE   58,278 0 382
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,116 139,971 SH   SOLE   139,247 0 724
FIRST AMERN FINL CORP COM 31847R102 3,180 61,753 SH   SOLE   61,593 0 160
FIRST MIDWEST BANCORP DEL COM 320867104 2,827 138,165 SH   SOLE   137,792 0 373
FORWARD AIR CORP COM 349853101 3,153 48,706 SH   SOLE   48,581 0 125
HAIN CELESTIAL GROUP INC COM 405217100 3,219 139,247 SH   SOLE   138,874 0 373
HEWLETT PACKARD ENTERPRISE C COM 42824C109 33,207 2,152,106 SH   SOLE   2,109,302 0 42,804
HILLTOP HOLDINGS INC COM 432748101 2,876 157,596 SH   SOLE   157,596 0 0
HMS HLDGS CORP COM 40425J101 3,014 101,806 SH   SOLE   101,553 0 253
HOME DEPOT INC COM 437076102 32,803 170,945 SH   SOLE   167,342 0 3,603
HP INC COM 40434L105 45,722 2,353,140 SH   SOLE   2,301,548 0 51,592
HSBC HLDGS PLC SPON ADR NEW 404280406 173,717 4,280,865 SH   SOLE   4,260,890 0 19,975
HUB GROUP INC CL A 443320106 3,199 78,307 SH   SOLE   78,103 0 204
HUBBELL INC COM 443510607 4,851 41,120 SH   SOLE   40,880 0 240
ICON PLC SHS G4705A100 614 4,498 SH   SOLE   4,498 0 0
IDACORP INC COM 451107106 3,227 32,423 SH   SOLE   32,336 0 87
INCYTE CORP COM 45337C102 6,910 80,342 SH   SOLE   79,906 0 436
INGERSOLL-RAND PLC SHS G47791101 35,151 325,626 SH   SOLE   317,997 0 7,629
INTERFACE INC COM 458665304 2,957 192,991 SH   SOLE   192,482 0 509
INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 1,155 45,000 SH   SOLE   45,000 0 0
INVITATION HOMES INC COM 46187W107 36,516 1,500,869 SH   SOLE   1,469,038 0 31,831
IPG PHOTONICS CORP COM 44980X109 4,787 31,537 SH   SOLE   31,354 0 183
ISHARES TR 1 3 YR TREAS BD 464287457 4,415 52,490 SH   SOLE   52,490 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,927 16,971 SH   SOLE   16,971 0 0
ISHARES TR CORE S&P MCP ETF 464287507 390 2,059 SH   SOLE   2,038 0 21
ISHARES TR CORE US AGGBD ET 464287226 901 8,258 SH   SOLE   8,258 0 0
ISHARES TR EAFE GRWTH ETF 464288885 905 11,679 SH   SOLE   11,679 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,399 28,552 SH   SOLE   28,552 0 0
ISHARES TR MSCI ACWI ETF 464288257 280 3,884 SH   SOLE   3,884 0 0
ISHARES TR MSCI EAFE ETF 464287465 20,890 322,084 SH   SOLE   319,604 0 2,480
ISHARES TR RUS 1000 GRW ETF 464287614 222 1,464 SH   SOLE   1,464 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 4,592 37,183 SH   SOLE   35,829 0 1,354
ISHARES TR RUS 2000 VAL ETF 464287630 225 1,874 SH   SOLE   1,508 0 366
ISHARES TR S&P SML 600 GWT 464287887 205 1,151 SH   SOLE   1,151 0 0
ISHARES TR U.S. REAL ES ETF 464287739 465 5,346 SH   SOLE   5,346 0 0
JOHNSON & JOHNSON COM 478160104 46,168 330,264 SH   SOLE   322,866 0 7,398
JPMORGAN CHASE & CO COM 46625H100 325 3,214 SH   SOLE   3,214 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,403 134,721 SH   SOLE   133,893 0 828
LAZARD LTD SHS A G54050102 364 10,079 SH   SOLE   10,079 0 0
LEIDOS HLDGS INC COM 525327102 4,686 73,118 SH   SOLE   72,637 0 481
LINCOLN ELEC HLDGS INC COM 533900106 4,446 53,007 SH   SOLE   52,700 0 307
LIVANOVA PLC SHS G5509L101 587 6,036 SH   SOLE   6,036 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 140,857 43,880,682 SH   SOLE   43,588,475 0 292,207
MAGELLAN HEALTH INC COM NEW 559079207 2,493 37,821 SH   SOLE   37,697 0 124
MANPOWERGROUP INC COM 56418H100 3,484 42,138 SH   SOLE   42,033 0 105
MARCUS & MILLICHAP INC COM 566324109 3,287 80,696 SH   SOLE   80,463 0 233
MASCO CORP COM 574599106 3,705 94,239 SH   SOLE   93,691 0 548
MAXIMUS INC COM 577933104 4,979 70,143 SH   SOLE   69,702 0 441
MEDTRONIC PLC SHS G5960L103 45,837 503,263 SH   SOLE   492,138 0 11,125
MILLER HERMAN INC COM 600544100 3,008 85,511 SH   SOLE   85,265 0 246
MOLINA HEALTHCARE INC COM 60855R100 3,181 22,408 SH   SOLE   22,340 0 68
MOLSON COORS BREWING CO CL B 60871R209 30,162 505,655 SH   SOLE   495,592 0 10,063
MUELLER WTR PRODS INC COM SER A 624758108 2,984 297,237 SH   SOLE   296,446 0 791
NEVRO CORP COM 64157F103 1,411 22,575 SH   SOLE   22,511 0 64
NXP SEMICONDUCTORS N V COM N6596X109 172,692 1,953,747 SH   SOLE   1,944,964 0 8,783
ON SEMICONDUCTOR CORP COM 682189105 3,501 170,212 SH   SOLE   169,239 0 973
ORACLE CORP COM 68389X105 29,759 554,067 SH   SOLE   541,361 0 12,706
ORANGE SPONSORED ADR 684060106 126,184 7,741,374 SH   SOLE   7,687,394 0 53,980
ORION ENGINEERED CARBONS S A COM L72967109 2,810 147,962 SH   SOLE   147,962 0 0
PACWEST BANCORP DEL COM 695263103 4,339 115,381 SH   SOLE   114,736 0 645
PENSKE AUTOMOTIVE GRP INC COM 70959W103 10,172 227,818 SH   SOLE   227,195 0 623
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 3,396 102,908 SH   SOLE   102,626 0 282
PHILIP MORRIS INTL INC COM 718172109 522 5,907 SH   SOLE   5,907 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817 519 5,000 SH   SOLE   5,000 0 0
PNM RES INC COM 69349H107 3,197 67,535 SH   SOLE   67,365 0 170
PRINCIPAL FINL GROUP INC COM 74251V102 29,483 587,435 SH   SOLE   574,131 0 13,304
QIAGEN NV SHS NEW N72482123 5,302 130,334 SH   SOLE   129,521 0 813
QUALCOMM INC COM 747525103 32,643 572,383 SH   SOLE   561,198 0 11,185
RAMBUS INC DEL COM 750917106 3,212 307,402 SH   SOLE   306,578 0 824
RAYTHEON CO COM NEW 755111507 31,590 173,496 SH   SOLE   169,754 0 3,742
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,174 22,120 SH   SOLE   22,065 0 55
RITCHIE BROS AUCTIONEERS COM 767744105 3,128 91,991 SH   SOLE   91,747 0 244
ROCKWELL AUTOMATION INC COM 773903109 32,905 187,536 SH   SOLE   183,626 0 3,910
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 196,740 3,143,313 SH   SOLE   3,129,387 0 13,926
SABRE CORP COM 78573M104 7,165 334,980 SH   SOLE   333,804 0 1,176
SAP SE SPON ADR 803054204 201,034 1,741,156 SH   SOLE   1,729,508 0 11,648
SCIENCE APPLICATNS INTL CP N COM 808625107 3,240 42,103 SH   SOLE   41,993 0 110
SCOTTS MIRACLE GRO CO CL A 810186106 3,000 38,174 SH   SOLE   38,074 0 100
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 217,228 5,415,809 SH   SOLE   5,391,663 0 24,146
SMUCKER J M CO COM NEW 832696405 7,356 63,140 SH   SOLE   62,804 0 336
STANLEY BLACK & DECKER INC COM 854502101 30,010 220,388 SH   SOLE   215,408 0 4,980
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 119,836 17,046,424 SH   SOLE   16,930,994 0 115,430
TCF FINL CORP COM 872275102 2,973 143,712 SH   SOLE   143,342 0 370
TORO CO COM 891092108 5,288 76,821 SH   SOLE   76,394 0 427
TOTAL S A SPONSORED ADS 89151E109 191,808 3,446,685 SH   SOLE   3,431,398 0 15,287
TREEHOUSE FOODS INC COM 89469A104 5,468 84,708 SH   SOLE   84,252 0 456
TWITTER INC COM 90184L102 37,391 1,137,188 SH   SOLE   1,115,150 0 22,038
TYSON FOODS INC CL A 902494103 34,407 495,558 SH   SOLE   484,637 0 10,921
UMPQUA HLDGS CORP COM 904214103 2,938 178,048 SH   SOLE   177,583 0 465
UNITED BANKSHARES INC WEST V COM 909907107 3,106 85,716 SH   SOLE   85,494 0 222
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,930 117,540 SH   SOLE   117,231 0 309
UNITED PARCEL SERVICE INC CL B 911312106 32,032 286,664 SH   SOLE   280,272 0 6,392
VALVOLINE INC COM 92047W101 2,902 156,383 SH   SOLE   156,383 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 49,248 832,873 SH   SOLE   815,178 0 17,695
VIASAT INC COM 92552V100 3,298 42,549 SH   SOLE   42,414 0 135
VISHAY INTERTECHNOLOGY INC COM 928298108 2,233 120,913 SH   SOLE   120,590 0 323
WELLS FARGO CO NEW COM 949746101 45,678 945,325 SH   SOLE   925,780 0 19,545
WESTLAKE CHEM CORP COM 960413102 4,101 60,429 SH   SOLE   60,081 0 348
YELP INC CL A 985817105 5,277 152,947 SH   SOLE   152,713 0 234
ZAI LAB LTD ADR 98887Q104 416 14,104 SH   SOLE   14,104 0 0
ZIONS BANCORPORATION N A COM 989701107 4,199 92,471 SH   SOLE   91,941 0 530