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
ACCENTURE PLC Common Stock G1151C101   4,712,911 15,346 SH   SOLE   15,346 0 0
ADOBE INC Common Stock 00724F101   8,788,127 17,235 SH   SOLE   17,235 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   5,068,354 45,326 SH   SOLE   45,326 0 0
ALCON INC Common Stock H01301128   5,654,972 73,384 SH   SOLE   73,384 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   4,249,750 13,919 SH   SOLE   13,919 0 0
ALPHABET INC Common Stock 02079K305   87,476,246 668,472 SH   SOLE   668,472 0 0
AMBEV SA ADR 02319V103   42,841,277 16,605,146 SH   SOLE   16,605,146 0 0
ANSYS INC Common Stock 03662Q105   5,951,001 20,000 SH   SOLE   20,000 0 0
APTIV PLC Common Stock G6095L109   5,325,438 54,016 SH   SOLE   54,016 0 0
ASML HOLDING NV NY Reg Shrs N07059210   3,738,580 6,351 SH   SOLE   6,351 0 0
AUTODESK INC Common Stock 052769106   78,195,842 377,922 SH   SOLE   377,922 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   63,860,999 265,446 SH   SOLE   265,446 0 0
BECTON DICKINSON & CO Common Stock 075887109   58,322,300 225,592 SH   SOLE   225,592 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   119,012,715 38,591 SH   SOLE   38,591 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   5,112,661 21,821 SH   SOLE   21,821 0 0
CARLISLE COS INC Common Stock 142339100   3,715,715 14,332 SH   SOLE   14,332 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105   40,739,040 742,059 SH   SOLE   742,059 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   53,346,253 400,257 SH   SOLE   400,257 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104   13,860,626 221,841 SH   SOLE   221,841 0 0
COSTAR GROUP INC Common Stock 22160N109   5,166,547 67,194 SH   SOLE   67,194 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   8,161,958 102,977 SH   SOLE   102,977 0 0
ELECTRONIC ARTS INC Common Stock 285512109   57,265,250 475,625 SH   SOLE   475,625 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   41,032,253 283,862 SH   SOLE   283,862 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   60,333,573 137,981 SH   SOLE   137,981 0 0
FOX CORP Common Stock 35137L105   30,504,365 977,704 SH   SOLE   977,704 0 0
H WORLD GROUP LTD ADR 44332N106   22,165,023 562,136 SH   SOLE   562,136 0 0
HDFC BANK LTD ADR 40415F101   7,258,998 123,013 SH   SOLE   123,013 0 0
ICON PLC Common Stock G4705A100   74,657,091 303,176 SH   SOLE   303,176 0 0
IDEXX LABORATORIES INC Common Stock 45168D104   2,986,117 6,829 SH   SOLE   6,829 0 0
INTUIT INC Common Stock 461202103   105,847,353 207,162 SH   SOLE   207,162 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   3,985,284 90,124 SH   SOLE   90,124 0 0
ISHARES MSCI JAPAN ETF ETP 46434G822   995,208 16,507 SH   SOLE   16,507 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   4,678,940 120,778 SH   SOLE   120,778 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772   338,198 5,738 SH   SOLE   5,738 0 0
JOHNSON & JOHNSON Common Stock 478160104   67,684,589 434,572 SH   SOLE   434,572 0 0
KE HOLDINGS INC ADR 482497104   21,674,612 1,396,560 SH   SOLE   1,396,560 0 0
MASTERCARD INC Common Stock 57636Q104   7,813,284 19,735 SH   SOLE   19,735 0 0
META PLATFORMS INC Common Stock 30303M102   7,249,772 24,149 SH   SOLE   24,149 0 0
MICROSOFT CORP Common Stock 594918104   148,485,543 470,263 SH   SOLE   470,263 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   5,645,371 106,617 SH   SOLE   106,617 0 0
MOODY'S CORP Common Stock 615369105   64,409,837 203,719 SH   SOLE   203,719 0 0
NETEASE INC ADR 64110W102   58,049,632 579,569 SH   SOLE   579,569 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581206   31,172,313 532,405 SH   SOLE   532,405 0 0
NEXTERA ENERGY INC Common Stock 65339F101   5,642,092 98,483 SH   SOLE   98,483 0 0
NVIDIA CORP Common Stock 67066G104   6,659,697 15,310 SH   SOLE   15,310 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   5,243,214 5,769 SH   SOLE   5,769 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   57,490,699 620,984 SH   SOLE   620,984 0 0
POWERSHARES SENIOR LOAN ETP 46138G508   350,513 16,699 SH   SOLE   16,699 0 0
QIAGEN NV Common Stock N72482123   1,432,080 35,360 SH   SOLE   35,360 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   4,257,177 14,892 SH   SOLE   14,892 0 0
RYANAIR HOLDINGS PLC ADR 783513203   7,773,301 79,964 SH   SOLE   79,964 0 0
S&P GLOBAL INC Common Stock 78409V104   57,234,169 156,630 SH   SOLE   156,630 0 0
SONY GROUP CORP ADR 835699307   515,887 6,260 SH   SOLE   6,260 0 0
STARBUCKS CORP Common Stock 855244109   4,748,961 52,032 SH   SOLE   52,032 0 0
STRYKER CORP Common Stock 863667101   4,925,146 18,023 SH   SOLE   18,023 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   15,764,269 181,407 SH   SOLE   181,407 0 0
TE CONNECTIVITY LTD Common Stock H84989104   5,431,244 43,967 SH   SOLE   43,967 0 0
TERNIUM SA ADR 880890108   30,435,401 762,792 SH   SOLE   762,792 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   5,651,534 35,542 SH   SOLE   35,542 0 0
TRADEWEB MARKETS INC Common Stock 892672106   5,375,967 67,032 SH   SOLE   67,032 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   3,670,845 18,091 SH   SOLE   18,091 0 0
TRIP.COM GROUP LTD ADR 89677Q107   40,817,999 1,167,229 SH   SOLE   1,167,229 0 0
VALE SA ADR 91912E105   38,900,710 2,903,038 SH   SOLE   2,903,038 0 0
VERISIGN INC Common Stock 92343E102   91,628,826 452,421 SH   SOLE   452,421 0 0
VISA INC Common Stock 92826C839   181,806,345 790,428 SH   SOLE   790,428 0 0
WASTE MANAGEMENT INC Common Stock 94106L109   7,997,308 52,462 SH   SOLE   52,462 0 0
WEST PHARMACEUTICAL SERVICES I Common Stock 955306105   3,508,964 9,352 SH   SOLE   9,352 0 0
ZOETIS INC Common Stock 98978V103   5,528,215 31,775 SH   SOLE   31,775 0 0