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 Common Stock 00287Y109 7,862 58,066 SH   SOLE   58,066 0 0
ACCENTURE PLC Common Stock G1151C101 914 2,205 SH   SOLE   2,205 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,297 79,615 SH   SOLE   79,615 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 8,836 15,583 SH   SOLE   15,583 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 5,746 35,991 SH   SOLE   35,991 0 0
ALCON INC Common Stock H01301128 6,863 78,775 SH   SOLE   78,775 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102 15,550 130,902 SH   SOLE   130,902 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 6,616 10,067 SH   SOLE   10,067 0 0
ALLEGION PLC Common Stock G0176J109 8,879 67,045 SH   SOLE   67,045 0 0
ALPHABET INC Common Stock 02079K305 69,034 23,829 SH   SOLE   23,829 0 0
AMAZON.COM INC Common Stock 023135106 26,371 7,909 SH   SOLE   7,909 0 0
ANSYS INC Common Stock 03662Q105 2,088 5,205 SH   SOLE   5,205 0 0
ANTHEM INC Common Stock 036752103 2,917 6,293 SH   SOLE   6,293 0 0
APPLE INC Common Stock 037833100 13,769 77,540 SH   SOLE   77,540 0 0
APTIV PLC Common Stock G6095L109 1,802 10,926 SH   SOLE   10,926 0 0
ASML HOLDING NV NY Reg Shrs N07059210 4,392 5,516 SH   SOLE   5,516 0 0
AUTODESK INC Common Stock 052769106 78,083 277,686 SH   SOLE   277,686 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 49,123 199,219 SH   SOLE   199,219 0 0
AUTOZONE INC Common Stock 053332102 5,413 2,582 SH   SOLE   2,582 0 0
BARRICK GOLD CORP Common Stock 067901108 1,976 103,998 SH   SOLE   103,998 0 0
BECTON DICKINSON AND CO Common Stock 075887109 76,950 305,988 SH   SOLE   305,988 0 0
BEYOND MEAT INC Common Stock 08862E109 759 11,644 SH   SOLE   11,644 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 116,149 48,411 SH   SOLE   48,411 0 0
BROADCOM INC Common Stock 11135F101 17,257 25,934 SH   SOLE   25,934 0 0
BURFORD CAPITAL LTD Common Stock G17977110 10,365 981,567 SH   SOLE   981,567 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 57,079 678,709 SH   SOLE   678,709 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 47,868 410,673 SH   SOLE   410,673 0 0
CITIGROUP INC Common Stock 172967424 11,306 187,222 SH   SOLE   187,222 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 4,660 83,314 SH   SOLE   83,314 0 0
CONCENTRIX CORP Common Stock 20602D101 4,049 22,670 SH   SOLE   22,670 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 2,402 9,571 SH   SOLE   9,571 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 10,143 181,808 SH   SOLE   181,808 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 16,533 199,609 SH   SOLE   199,609 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 9,015 94,678 SH   SOLE   94,678 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 11,914 98,536 SH   SOLE   98,536 0 0
EBAY INC Common Stock 278642103 6,539 98,338 SH   SOLE   98,338 0 0
ELECTRONIC ARTS INC Common Stock 285512109 67,885 514,671 SH   SOLE   514,671 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 103,371 279,231 SH   SOLE   279,231 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 69,295 142,579 SH   SOLE   142,579 0 0
FIRST AMERICAN FINANCIAL CORP Common Stock 31847R102 2,961 37,846 SH   SOLE   37,846 0 0
FOX CORP Common Stock 35137L105 42,214 1,144,020 SH   SOLE   1,144,020 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 4,319 103,494 SH   SOLE   103,494 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,294 47,137 SH   SOLE   47,137 0 0
GENERAC HOLDINGS INC Common Stock 368736104 3,712 10,549 SH   SOLE   10,549 0 0
GENERAL MOTORS CO Common Stock 37045V100 3,330 56,793 SH   SOLE   56,793 0 0
HDFC BANK LTD ADR 40415F101 5,047 77,567 SH   SOLE   77,567 0 0
HEADHUNTER GROUP PLC ADR 42207L106 3,088 60,447 SH   SOLE   60,447 0 0
HESS CORP Common Stock 42809H107 2,138 28,885 SH   SOLE   28,885 0 0
ICON PLC Common Stock G4705A100 69,265 223,653 SH   SOLE   223,653 0 0
INFOSYS LTD ADR 456788108 88,999 3,516,342 SH   SOLE   3,516,342 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 13,782 100,767 SH   SOLE   100,767 0 0
INTUIT INC Common Stock 461202103 143,616 223,276 SH   SOLE   223,276 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,645 12,920 SH   SOLE   12,920 0 0
ISHARES MSCI CHINA A ETF ETP 46434V514 8,815 202,184 SH   SOLE   202,184 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 31,056 677,491 SH   SOLE   677,491 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423 5,321 130,131 SH   SOLE   130,131 0 0
ITRON INC Common Stock 465741106 1,356 19,794 SH   SOLE   19,794 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 9,843 70,695 SH   SOLE   70,695 0 0
JOHNSON & JOHNSON Common Stock 478160104 84,644 494,793 SH   SOLE   494,793 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 16,496 79,881 SH   SOLE   79,881 0 0
KINROSS GOLD CORP Common Stock 496902404 1,818 312,915 SH   SOLE   312,915 0 0
LEAR CORP Common Stock 521865204 2,626 14,356 SH   SOLE   14,356 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 2,068 22,417 SH   SOLE   22,417 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 13,545 77,925 SH   SOLE   77,925 0 0
MASTERCARD INC Common Stock 57636Q104 12,043 33,516 SH   SOLE   33,516 0 0
MEDTRONIC PLC Common Stock G5960L103 11,930 115,322 SH   SOLE   115,322 0 0
META PLATFORMS INC Common Stock 30303M102 14,064 41,814 SH   SOLE   41,814 0 0
MICROSOFT CORP Common Stock 594918104 207,272 616,295 SH   SOLE   616,295 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 4,891 73,766 SH   SOLE   73,766 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 4,243 44,180 SH   SOLE   44,180 0 0
MOODY'S CORP Common Stock 615369105 156,181 399,870 SH   SOLE   399,870 0 0
MSCI INC Common Stock 55354G100 4,495 7,337 SH   SOLE   7,337 0 0
NETAPP INC Common Stock 64110D104 7,942 86,335 SH   SOLE   86,335 0 0
NETEASE INC ADR 64110W102 55,147 541,821 SH   SOLE   541,821 0 0
NEXTERA ENERGY INC Common Stock 65339F101 3,234 34,635 SH   SOLE   34,635 0 0
NIKE INC Common Stock 654106103 10,024 60,141 SH   SOLE   60,141 0 0
NOMAD FOODS LTD Common Stock G6564A105 3,156 124,314 SH   SOLE   124,314 0 0
NVIDIA CORP Common Stock 67066G104 29,400 99,961 SH   SOLE   99,961 0 0
NXP SEMICONDUCTOR NV Common Stock N6596X109 13,335 58,544 SH   SOLE   58,544 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 5,230 7,405 SH   SOLE   7,405 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y103 9,388 49,785 SH   SOLE   49,785 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 87,885 925,108 SH   SOLE   925,108 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 12,002 65,987 SH   SOLE   65,987 0 0
QIAGEN NV Common Stock N72482123 9,952 179,057 SH   SOLE   179,057 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,664 65,811 SH   SOLE   65,811 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 2,059 79,084 SH   SOLE   79,084 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 901 2,584 SH   SOLE   2,584 0 0
S&P GLOBAL INC Common Stock 78409V104 91,815 194,553 SH   SOLE   194,553 0 0
STARBUCKS CORP Common Stock 855244109 6,935 59,287 SH   SOLE   59,287 0 0
STATE STREET CORP Common Stock 857477103 13,079 140,637 SH   SOLE   140,637 0 0
STERIS PLC Common Stock G8473T100 8,702 35,749 SH   SOLE   35,749 0 0
STRYKER CORP Common Stock 863667101 4,742 17,731 SH   SOLE   17,731 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 7,180 10,586 SH   SOLE   10,586 0 0
SYNOPSYS INC Common Stock 871607107 15,432 41,879 SH   SOLE   41,879 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 16,859 140,130 SH   SOLE   140,130 0 0
TE CONNECTIVITY LTD Common Stock H84989104 21,836 135,340 SH   SOLE   135,340 0 0
TERNIUM SA ADR 880890108 23,732 545,315 SH   SOLE   545,315 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 4,551 6,820 SH   SOLE   6,820 0 0
TRADEWEB MARKETS INC Common Stock 892672106 5,760 57,518 SH   SOLE   57,518 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 6,981 34,555 SH   SOLE   34,555 0 0
TRANSUNION Common Stock 89400J107 11,659 98,325 SH   SOLE   98,325 0 0
TRIMBLE INC Common Stock 896239100 2,595 29,760 SH   SOLE   29,760 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 17,879 35,605 SH   SOLE   35,605 0 0
VALE SA ADR 91912E105 47,988 3,422,823 SH   SOLE   3,422,823 0 0
VERISIGN INC Common Stock 92343E102 121,793 479,839 SH   SOLE   479,839 0 0
VISA INC Common Stock 92826C839 188,723 870,856 SH   SOLE   870,856 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 2,800 16,778 SH   SOLE   16,778 0 0
YUM CHINA HOLDINGS INC Common Stock 98850P109 31,070 631,562 SH   SOLE   631,562 0 0
ZOETIS INC Common Stock 98978V103 5,455 22,352 SH   SOLE   22,352 0 0