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
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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
ABBOTT LABS COM 002824100   4,939,260 45,306 SH   SOLE   37,086 0 8,220
ADOBE SYSTEMS INCORPORATED COM 00724F101   42,819,876 87,568 SH   SOLE   82,638 0 4,930
ADVANCED ENERGY INDS COM 007973100   15,063,025 135,155 SH   SOLE   128,690 0 6,465
ALBEMARLE CORP COM 012653101   28,595,007 128,177 SH   SOLE   121,800 0 6,377
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   118,708,737 1,424,220 SH   OTR 1 1,196,474 4,200 223,546
ALKERMES PLC SHS G01767105   180,368,003 5,762,556 SH   OTR 1 4,647,296 13,960 1,101,300
ALPHABET INC CAP STK CL A 02079K305   54,246,604 453,188 SH   OTR 1 358,683 5,960 88,545
ALPHABET INC CAP STK CL C 02079K107   15,947,475 131,830 SH   SOLE   110,430 0 21,400
AMAZON COM INC COM 023135106   35,734,935 274,125 SH   OTR 1 167,415 7,030 99,680
APPLE INC COM 037833100   52,288,493 269,570 SH   SOLE   257,022 0 12,548
APTIV PLC SHS G6095L109   85,747,127 839,917 SH   SOLE   733,891 0 106,026
ASML HOLDING N V N Y REGISTRY SHS N07059210   99,021,868 136,629 SH   OTR 1 95,380 953 40,296
ASTRAZENECA PLC SPONSORED ADR 046353108   47,995,916 670,615 SH   SOLE   522,770 0 147,845
ATLASSIAN CORPORATION CL A 049468101   138,765,110 826,918 SH   OTR 1 692,940 2,770 131,208
AUTOMATIC DATA PROCESSING IN COM 053015103   30,153,649 137,193 SH   SOLE   127,733 0 9,460
BECTON DICKINSON & CO COM 075887109   26,484,955 100,318 SH   SOLE   97,376 0 2,942
BIOMARIN PHARMACEUTICAL INC COM 09061G101   15,041,580 173,530 SH   OTR 1 99,140 4,900 69,490
BLACKSTONE MTG TR INC COM CL A 09257W100   210,181 10,100 SH   SOLE   10,100 0 0
BOEING CO COM 097023105   3,186,404 15,090 SH   SOLE   15,090 0 0
BOSTON SCIENTIFIC CORP COM 101137107   40,271,087 744,520 SH   OTR 1 422,270 20,840 301,410
CHEVRON CORP NEW COM 166764100   865,425 5,500 SH   SOLE   5,500 0 0
COMCAST CORP NEW CL A 20030N101   30,581,091 736,007 SH   SOLE   702,982 0 33,025
CORTEVA INC COM 22052L104   44,656,526 779,346 SH   OTR 1 612,839 10,060 156,447
COTY INC COM CL A 222070203   32,256,580 2,624,620 SH   OTR 1 1,377,020 60,990 1,186,610
CURTISS WRIGHT CORP COM 231561101   3,305,880 18,000 SH   SOLE   18,000 0 0
DENTSPLY SIRONA INC COM 24906P109   26,756,852 668,587 SH   SOLE   645,997 0 22,590
DIAGEO PLC SPON ADR NEW 25243Q205   381,656 2,200 SH   SOLE   2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   31,620,925 335,216 SH   SOLE   322,246 0 12,970
ELEVANCE HEALTH INC COM 036752103   10,363,509 23,326 SH   SOLE   0 0 23,326
ENTERPRISE PRODS PARTNERS L COM 293792107   5,764,484 218,766 SH   SOLE   205,766 0 13,000
EXXON MOBIL CORP COM 30231G102   952,702 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303   25,020,002 239,793 SH   SOLE   231,088 0 8,705
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   934,155 39,037 SH   SOLE   29,337 0 9,700
GENMAB A/S SPONSORED ADS 372303206   23,657,690 622,407 SH   SOLE   394,780 0 227,627
HDFC BANK LTD SPONSORED ADS 40415F101   15,204,846 218,147 SH   SOLE   207,442 0 10,705
HERSHEY CO COM 427866108   724,130 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108   279,747 11,700 SH   SOLE   11,700 0 0
HOWMET AEROSPACE INC COM 443201108   89,346,173 1,802,788 SH   OTR 1 1,381,858 22,500 398,430
ICICI BANK LIMITED ADR 45104G104   144,345,828 6,254,152 SH   SOLE   5,455,072 0 799,080
ILLUMINA INC COM 452327109   12,785,131 68,191 SH   SOLE   65,281 0 2,910
IQVIA HLDGS INC COM 46266C105   70,829,747 315,121 SH   OTR 1 241,926 4,030 69,165
JD.COM INC SPON ADR CL A 47215P106   3,769,659 110,450 SH   SOLE   60,685 0 49,765
JOHNSON & JOHNSON COM 478160104   24,071,408 145,429 SH   SOLE   139,444 0 5,985
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   402,415 18,553 SH   SOLE   18,553 0 0
LEIDOS HOLDINGS INC COM 525327102   17,608,670 199,013 SH   SOLE   191,948 0 7,065
M & T BK CORP COM 55261F104   1,315,569 10,630 SH   SOLE   10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102   46,483,032 247,145 SH   SOLE   237,345 0 9,800
MARVELL TECHNOLOGY INC COM 573874104   2,294,954 38,390 SH   SOLE   38,390 0 0
MASTERCARD INCORPORATED CL A 57636Q104   73,403,939 186,636 SH   OTR 1 146,212 2,491 37,933
MEDTRONIC PLC SHS G5960L103   20,457,965 232,213 SH   SOLE   216,153 0 16,060
MELCO RESORTS AND ENTMNT LTD ADR 585464100   160,652,745 13,157,473 SH   OTR 1 11,448,765 20,470 1,688,238
MERCADOLIBRE INC COM 58733R102   140,782,602 118,844 SH   OTR 1 94,987 722 23,135
MERCK & CO INC COM 58933Y105   1,471,223 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,146,752 12,800 SH   SOLE   12,800 0 0
MICROSOFT CORP COM 594918104   86,690,246 254,567 SH   OTR 1 204,044 2,714 47,809
NOVO-NORDISK A S ADR 670100205   3,394,061 20,973 SH   SOLE   20,973 0 0
NVIDIA CORPORATION COM 67066G104   86,341,343 204,107 SH   OTR 1 171,259 1,581 31,267
ONEOK INC NEW COM 682680103   780,696 12,649 SH   SOLE   12,649 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   226,654 24,010 SH   SOLE   24,010 0 0
PAYPAL HLDGS INC COM 70450Y103   18,431,160 276,205 SH   OTR 1 221,345 3,215 51,645
PROCTER AND GAMBLE CO COM 742718109   2,591,416 17,078 SH   SOLE   12,078 0 5,000
PROLOGIS INC. COM 74340W103   3,515,434 28,667 SH   SOLE   28,667 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   4,192,688 42,800 SH   SOLE   41,770 0 1,030
SCHLUMBERGER LTD COM STK 806857108   19,585,618 398,730 SH   OTR 1 228,520 11,260 158,950
SEA LTD SPONSORD ADS 81141R100   92,469,444 1,593,202 SH   SOLE   1,390,831 0 202,371
SHELL PLC SPON ADS 780259305   350,204 5,800 SH   SOLE   5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   918,200 10,000 SH   SOLE   0 0 10,000
STANLEY BLACK & DECKER INC COM 854502101   14,456,361 154,267 SH   SOLE   147,132 0 7,135
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   50,668,703 502,068 SH   SOLE   272,405 0 229,663
TECHNIPFMC PLC COM G87110105   301,119,598 18,117,906 SH   OTR 1 15,448,676 28,360 2,640,870
T-MOBILE US INC COM 872590104   35,355,328 254,538 SH   OTR 1 152,713 6,705 95,120
UNITEDHEALTH GROUP INC COM 91324P102   45,653,110 94,984 SH   OTR 1 87,326 1,612 6,046
UNIVERSAL DISPLAY CORP COM 91347P105   47,960,266 332,757 SH   OTR 1 256,427 4,750 71,580
VERTEX PHARMACEUTICALS INC COM 92532F100   62,449,949 177,460 SH   OTR 1 164,203 2,721 10,536
VERTIV HOLDINGS CO COM CL A 92537N108   72,769,058 2,937,790 SH   OTR 1 2,252,654 46,200 638,936
WOLFSPEED INC COM 977852102   34,913,466 628,053 SH   OTR 1 450,318 11,120 166,615