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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIGN TECHNOLOGY INC COMMON 016255101   21,069,518 59,579 SH   SOLE   57,091 0 2,488
ANALOG DEVICES INC COMMON 032654105   59,845,791 307,202 SH   SOLE   291,550 0 15,652
ARCHER DANIELS MIDLAND CO COMMON 039483102   17,063,853 225,833 SH   SOLE   215,880 0 9,953
AUTODESK INC COMMON 052769106   45,214,634 220,983 SH   SOLE   211,269 0 9,714
AUTOZONE INC COMMON 053332102   19,885,527 7,975 SH   SOLE   7,785 0 190
BAIDU INC COMMON 056752108   80,661,759 589,159 SH   SOLE   0 0 589,159
BANK NOVA SCOTIA HALIFAX COMMON 064149107   39,650,738 791,267 SH   SOLE   563,841 0 227,426
BARRICK GOLD CORP COMMON 067901108   4,530,576 267,583 SH   SOLE   259,181 0 8,402
BROOKFIELD ASSET MANAGMT LTD COMMON 113004105   20,822,218 636,311 SH   SOLE   450,361 0 185,950
CANADIAN NAT RES LTD COMMON 136385101   108,219,648 1,900,907 SH   SOLE   1,349,613 0 551,294
CARMAX INC COMMON 143130102   13,101,842 156,537 SH   SOLE   149,587 0 6,950
COCA COLA CONS INC COMMON 191098102   14,328,876 22,531 SH   SOLE   21,271 0 1,260
DOLLAR TREE INC COMMON 256746108   36,239,248 252,539 SH   SOLE   241,408 0 11,131
ELECTRONIC ARTS INC COMMON 285512109   46,947,765 361,973 SH   SOLE   347,086 0 14,887
FTI CONSULTING INC COMMON 302941109   19,436,609 102,191 SH   SOLE   97,686 0 4,505
FAIR ISAAC CORP COMMON 303250104   41,594,203 51,401 SH   SOLE   49,290 0 2,111
FASTENAL CO COMMON 311900104   35,681,515 604,878 SH   SOLE   578,226 0 26,652
FISERV INC COMMON 337738108   74,889,861 593,666 SH   SOLE   568,909 0 24,757
FRANCO NEV CORP COMMON 351858105   51,621,081 361,649 SH   SOLE   258,445 0 103,204
GILDAN ACTIVEWEAR INC COMMON 375916103   23,701,878 734,229 SH   SOLE   524,812 0 209,417
HEALTHCARE SVCS GROUP INC COMMON 421906108   26,155,473 1,751,919 SH   SOLE   1,675,213 0 76,706
INFOSYS LTD COMMON 456788108   54,719,519 3,369,172 SH   SOLE   0 0 3,369,172
JOHNSON & JOHNSON COMMON 478160104   54,100,959 326,863 SH   SOLE   312,550 0 14,313
MAGNA INTL INC COMMON 559222401   23,650,649 418,234 SH   SOLE   298,975 0 119,259
MARKEL GROUP INC COMMON 570535104   65,977,686 47,700 SH   SOLE   45,690 0 2,010
MARSH & MCLENNAN COS INC COMMON 571748102   23,033,461 122,468 SH   SOLE   119,565 0 2,903
MICROSOFT CORP COMMON 594918104   137,008,129 402,337 SH   SOLE   383,337 0 19,000
MICRON TECHNOLOGY INC COMMON 595112103   34,895,203 552,937 SH   SOLE   528,625 0 24,312
NEWMONT CORP COMMON 651639106   22,299,160 522,723 SH   SOLE   499,763 0 22,960
GEN DIGITAL INC COMMON 668771108   21,238,229 1,144,918 SH   SOLE   1,094,676 0 50,242
PROGRESSIVE CORP COMMON 743315103   35,815,219 270,569 SH   SOLE   258,638 0 11,931
ROGERS COMMUNICATIONS INC COMMON 775109200   21,654,107 470,225 SH   SOLE   336,094 0 134,131
HENRY SCHEIN INC COMMON 806407102   23,230,335 286,442 SH   SOLE   273,863 0 12,579
TJX COS INC NEW COMMON 872540109   65,611,639 773,817 SH   SOLE   739,660 0 34,157
TAIWAN SEMICONDUCTOR MFG LTD COMMON 874039100   4,955,922 48,933 SH   SOLE   0 0 48,933
TELEFLEX INCORPORATED COMMON 879369106   30,377,434 125,512 SH   SOLE   120,263 0 5,249
THERMO FISHER SCIENTIFIC INC COMMON 883556102   67,269,327 128,849 SH   SOLE   123,525 0 5,324
UNITED PARCEL SERVICE INC COMMON 911312106   29,199,686 162,901 SH   SOLE   155,761 0 7,140
V F CORP COMMON 918204108   7,968,481 417,425 SH   SOLE   398,923 0 18,502
VONTIER CORPORATION COMMON 928881101   30,965,997 961,390 SH   SOLE   919,025 0 42,365
WABTEC COMMON 929740108   26,673,435 243,218 SH   SOLE   232,542 0 10,676
WELLS FARGO CO NEW COMMON 949746101   25,372,432 594,486 SH   SOLE   568,401 0 26,085
WEYERHAEUSER CO MTN BE COMMON 962166104   16,385,578 488,990 SH   SOLE   476,047 0 12,943
ADOBE SYSTEMS INCORPORATED COMMON 00724F101   83,337,710 170,431 SH   SOLE   162,125 0 8,306
ALPHABET INC COMMON 02079K107   53,866,963 445,302 SH   SOLE   425,782 0 19,520
ALPHABET INC COMMON 02079K305   81,803,818 683,407 SH   SOLE   656,010 0 27,397
BCE INC COMMON 05534B760   26,669,780 575,531 SH   SOLE   411,413 0 164,118
BAKER HUGHES COMPANY COMMON 05722G100   33,340,837 1,054,769 SH   SOLE   1,008,269 0 46,500
BOOKING HOLDINGS INC COMMON 09857L108   52,170,376 19,320 SH   SOLE   18,503 0 817
BROOKFIELD CORP COMMON 11271J107   85,809,745 2,545,163 SH   SOLE   1,801,537 0 743,626
C H ROBINSON WORLDWIDE INC COMMON 12541W209   14,329,723 150,926 SH   SOLE   144,297 0 6,629
CME GROUP INC COMMON 12572Q105   29,495,263 159,185 SH   SOLE   152,195 0 6,990
CABLE ONE INC COMMON 12685J105   23,501,083 35,768 SH   SOLE   34,181 0 1,587
CANADIAN PACIFIC KANSAS CITY COMMON 13646K108   85,151,605 1,051,358 SH   SOLE   751,573 0 299,785
CANNAE HLDGS INC COMMON 13765N107   16,675,635 825,118 SH   SOLE   788,763 0 36,355
DONNELLEY FINL SOLUTIONS INC COMMON 25787G100   23,124,395 507,911 SH   SOLE   485,280 0 22,631
META PLATFORMS INC COMMON 30303M102   84,657,384 294,999 SH   SOLE   282,763 0 12,236
FREEPORT-MCMORAN INC COMMON 35671D857   22,480,150 562,011 SH   SOLE   529,490 0 32,521
HDFC BANK LTD COMMON 40415F101   151,016,416 2,149,374 SH   SOLE   0 0 2,149,374
IQVIA HLDGS INC COMMON 46266C105   46,348,817 206,209 SH   SOLE   197,518 0 8,691
OPENLANE INC COMMON 48238T109   33,651,619 2,211,126 SH   SOLE   2,114,019 0 97,107
M & T BK CORP COMMON 55261F104   15,002,246 121,222 SH   SOLE   115,894 0 5,328
MASTERCARD INCORPORATED COMMON 57636Q104   59,523,699 151,206 SH   SOLE   144,898 0 6,308
MERCK & CO INC COMMON 58933Y105   53,296,270 459,054 SH   SOLE   438,953 0 20,101
NLIGHT INC COMMON 65487K100   18,806,556 1,219,621 SH   SOLE   1,165,831 0 53,790
ORACLE CORP COMMON 68389X105   60,034,030 504,108 SH   SOLE   482,750 0 21,358
ORGANON & CO COMMON 68622V106   21,997,318 1,057,075 SH   SOLE   1,010,493 0 46,582
RB GLOBAL INC COMMON 74935Q107   58,784,909 978,437 SH   SOLE   699,524 0 278,913
S&P GLOBAL INC COMMON 78409V104   59,955,104 149,555 SH   SOLE   143,313 0 6,242
SEALED AIR CORP NEW COMMON 81211K100   24,724,759 618,125 SH   SOLE   590,708 0 27,417
SOUTHERN COPPER CORP COMMON 84265V105   81,614,403 1,137,647 SH   SOLE   1,027,197 0 110,450
TERADATA CORP DEL COMMON 88076W103   32,293,427 604,637 SH   SOLE   578,063 0 26,574
TRANSUNION COMMON 89400J107   47,384,997 604,926 SH   SOLE   579,361 0 25,565
TRIP COM GROUP LTD COMMON 89677Q107   9,118,093 260,518 SH   SOLE   0 0 260,518
VIMEO INC COMMON 92719V100   10,458,142 2,538,384 SH   SOLE   2,425,971 0 112,413
VIPSHOP HOLDINGS LIMITED COMMON 92763W103   58,427,226 3,541,044 SH   SOLE   3,196,575 0 344,469
VISA INC COMMON 92826C839   44,692,387 188,199 SH   SOLE   180,415 0 7,784
VISTRA CORP COMMON 92840M102   20,311,585 773,805 SH   SOLE   728,862 0 44,943
YUM CHINA HLDGS INC COMMON 98850P109   28,013,534 495,816 SH   SOLE   484,617 0 11,199
AXALTA COATING SYS LTD COMMON G0750C108   26,685,009 813,329 SH   SOLE   777,643 0 35,686
COCA-COLA EUROPACIFIC PARTNE COMMON G25839104   100,915,468 1,566,632 SH   SOLE   1,412,597 0 154,035
LINDE PLC COMMON G54950103   31,162,603 81,778 SH   SOLE   78,181 0 3,597
MANCHESTER UTD PLC NEW COMMON G5784H106   18,152,734 744,610 SH   SOLE   711,157 0 33,453
ROYALTY PHARMA PLC COMMON G7709Q104   24,688,730 803,167 SH   SOLE   767,920 0 35,247
INMODE LTD COMMON M5425M103   2,425,920 64,951 SH   SOLE   64,951 0 0
LYONDELLBASELL INDUSTRIES N COMMON N53745100   28,884,193 314,548 SH   SOLE   306,386 0 8,162
COPA HOLDINGS SA COMMON P31076105   53,219,244 481,275 SH   SOLE   472,751 0 8,524