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
Accenture PLC Ireland Class A COM g1151c101 2,137 5,154 SH   SOLE   5,154 0 0
Adobe Systems Inc COM 00724f101 1,782 3,143 SH   SOLE   3,143 0 0
Alimentation Couche-Tard Inc C COM 01626p304 1,756 41,897 SH   SOLE   41,897 0 0
Allegion Pub Ltd Co COM g0176j109 1,416 10,695 SH   SOLE   10,695 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 2,701 932 SH   SOLE   932 0 0
Amazon.com Inc COM 023135106 213 64 SH   SOLE   64 0 0
AmerisourceBergen Corp COM 03073e105 1,619 12,183 SH   SOLE   12,183 0 0
Ametek Inc COM 031100100 1,823 12,400 SH   SOLE   12,400 0 0
Amgen Inc COM 031162100 843 3,745 SH   SOLE   3,745 0 0
Amphenol Corp New COM 032095101 1,947 22,256 SH   SOLE   22,256 0 0
Ansys Inc COM 03662q105 1,493 3,722 SH   SOLE   3,722 0 0
Aon Plc COM g0403h108 1,891 6,292 SH   SOLE   6,292 0 0
Apple Inc COM 037833100 4,320 24,329 SH   SOLE   24,329 0 0
Applied Materials Inc COM 038222105 1,674 10,637 SH   SOLE   10,637 0 0
ARCELORMITTAL SA LUXEMBOURG NY COM 03938l203 1,775 55,753 SH   SOLE   55,753 0 0
Avery Dennison Corp COM 053611109 1,612 7,445 SH   SOLE   7,445 0 0
Berkshire Hathaway Inc Cl B COM 084670702 1,579 5,280 SH   SOLE   5,280 0 0
Bio Rad Laboratories Inc Cl A COM 090572207 1,967 2,604 SH   SOLE   2,604 0 0
Broadcom Ltd COM 11135f101 1,673 2,514 SH   SOLE   2,514 0 0
Canadian Pacific Railway Ltd COM 13645t100 1,782 24,774 SH   SOLE   24,774 0 0
CDW Corp COM 12514g108 2,023 9,879 SH   SOLE   9,879 0 0
CGI Inc Cl A COM 12532h104 1,887 21,324 SH   SOLE   21,324 0 0
Check Point Software Tech Ltd COM m22465104 7,801 66,928 SH   SOLE   35,157 0 31,771
Cisco Systems Inc COM 17275r102 1,748 27,586 SH   SOLE   27,586 0 0
Cognizant Technology Solutions COM 192446102 959 10,813 SH   SOLE   10,813 0 0
Companhia Paranaense Energy Co COM 20441b605 862 153,132 SH   SOLE   153,132 0 0
Constellium SE Cl A COM f21107101 443 24,730 SH   SOLE   24,730 0 0
D R Horton Inc COM 23331a109 1,728 15,936 SH   SOLE   15,936 0 0
Danaos Corporation COM y1968p121 306 4,100 SH   SOLE   4,100 0 0
Dell Technologies Inc Cl C COM 24703l202 851 15,145 SH   SOLE   15,145 0 0
Edwards Lifesciences Corp COM 28176e108 1,798 13,879 SH   SOLE   13,879 0 0
Expeditors Intl Wash Inc COM 302130109 1,429 10,639 SH   SOLE   10,639 0 0
Facebook Inc Cl A COM 30303m102 2,269 6,746 SH   SOLE   6,746 0 0
Fortis Inc COM 349553107 1,227 25,426 SH   SOLE   25,426 0 0
General Dynamics Corp COM 369550108 1,064 5,105 SH   SOLE   5,105 0 0
Home Depot Inc COM 437076102 2,099 5,058 SH   SOLE   5,058 0 0
Hp Inc COM 40434l105 1,664 44,169 SH   SOLE   44,169 0 0
Icon PLC COM g4705a100 13,626 43,996 SH   SOLE   22,345 0 21,651
Inmode Ltd COM m5425m103 981 13,904 SH   SOLE   13,904 0 0
Intuitive Surgical Inc COM 46120e602 1,403 3,905 SH   SOLE   3,905 0 0
Iqvia Holdings Inc COM 46266c105 1,528 5,417 SH   SOLE   5,417 0 0
Johnson & Johnson COM 478160104 1,076 6,292 SH   SOLE   6,292 0 0
KKR & Co Inc Cl A COM 48251w104 1,719 23,079 SH   SOLE   23,079 0 0
Kla Corporation COM 482480100 2,489 5,786 SH   SOLE   5,786 0 0
Laboratory Corp America Holdin COM 50540r409 1,633 5,197 SH   SOLE   5,197 0 0
Lam Research Corp COM 512807108 1,914 2,661 SH   SOLE   2,661 0 0
Logitech Intl SA COM h50430232 1,194 14,472 SH   SOLE   14,472 0 0
Lowes Cos Inc COM 548661107 1,794 6,942 SH   SOLE   6,942 0 0
Marsh & McLennan Cos Inc COM 571748102 1,695 9,750 SH   SOLE   9,750 0 0
Masco Corp COM 574599106 1,416 20,170 SH   SOLE   20,170 0 0
Mastercard Incorporated COM 57636q104 1,740 4,842 SH   SOLE   4,842 0 0
McKesson Corp COM 58155q103 1,739 6,997 SH   SOLE   6,997 0 0
Mettler Toledo International COM 592688105 1,982 1,168 SH   SOLE   1,168 0 0
Microsoft Corp COM 594918104 2,903 8,632 SH   SOLE   8,632 0 0
Monster Beverage Corp COM 61174x109 1,571 16,362 SH   SOLE   16,362 0 0
Moodys Corp COM 615369105 1,895 4,852 SH   SOLE   4,852 0 0
Nucor Corp COM 670346105 1,455 12,745 SH   SOLE   12,745 0 0
Nvr Inc COM 62944t105 1,726 292 SH   SOLE   292 0 0
Open Text Corp COM 683715106 1,655 34,863 SH   SOLE   34,863 0 0
Oracle Corp COM 68389x105 1,491 17,097 SH   SOLE   17,097 0 0
PerkinElmer Inc COM 714046109 1,715 8,528 SH   SOLE   8,528 0 0
Petroleo Brasileiro SA Sp ADR COM 71654v408 1,762 160,436 SH   SOLE   160,436 0 0
Philip Morris Intl Inc COM 718172109 205 2,157 SH   SOLE   2,157 0 0
Price T Rowe Group Inc COM 74144t108 1,574 8,002 SH   SOLE   8,002 0 0
Quest Diagnostics Inc COM 74834l100 1,820 10,521 SH   SOLE   10,521 0 0
Rio Tinto PLC Sp ADR COM 767204100 1,130 16,888 SH   SOLE   16,888 0 0
Royal Bank of Canada Montreal COM 780087102 1,704 16,055 SH   SOLE   16,055 0 0
S&P Global Inc COM 78409v104 1,896 4,017 SH   SOLE   4,017 0 0
Sherwin Williams Co COM 824348106 1,766 5,014 SH   SOLE   5,014 0 0
Sirius XM Holdings Inc COM 82968b103 952 149,949 SH   SOLE   149,949 0 0
Stryker Corp COM 863667101 1,360 5,085 SH   SOLE   5,085 0 0
Synopsys Inc COM 871607107 1,881 5,103 SH   SOLE   5,103 0 0
Telus Corp COM 87971m103 1,640 69,597 SH   SOLE   69,597 0 0
Texas Instruments Inc COM 882508104 1,599 8,482 SH   SOLE   8,482 0 0
Thermo Fisher Scientific Inc COM 883556102 1,755 2,631 SH   SOLE   2,631 0 0
Trane Technologies PLC COM g8994e103 1,587 7,855 SH   SOLE   7,855 0 0
Trimble Inc COM 896239100 1,423 16,321 SH   SOLE   16,321 0 0
United Parcel Service Inc COM 911312106 1,487 6,937 SH   SOLE   6,937 0 0
Unitedhealth Group Inc COM 91324p102 1,723 3,432 SH   SOLE   3,432 0 0
Verisign Inc COM 92343e102 1,285 5,064 SH   SOLE   5,064 0 0
Visa Inc Cl A COM 92826c839 1,266 5,841 SH   SOLE   5,841 0 0
Western Un Co COM 959802109 786 44,046 SH   SOLE   44,046 0 0
360 Digitech Inc American Dep ADR 88557w101 378 16,500 SH   SOLE   16,500 0 0
A P Moller-Maersk AS Unsponsor ADR 00202f102 2,062 115,030 SH   SOLE   115,030 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 4,082 34,360 SH   SOLE   9,230 0 25,130
Anglo American PLC Sp ADR ADR 03485p300 640 31,115 SH   SOLE   31,115 0 0
Auto Trader Group PLC Unsponso ADR 05277e104 641 254,500 SH   SOLE   254,500 0 0
BHP GROUP LTD ADR 088606108 1,520 25,183 SH   SOLE   25,183 0 0
Biontech SE Sp ADS ADR 09075v102 1,011 3,923 SH   SOLE   3,923 0 0
China Merchants Bank Co Ltd AD ADR 16950t102 1,479 38,225 SH   SOLE   38,225 0 0
Cia Energetica de Minas Gerais ADR 204409601 1,046 430,431 SH   SOLE   430,431 0 0
Companhia Siderurgica Nacional ADR 20440w105 536 120,702 SH   SOLE   120,702 0 0
Daikin Industries Ltd Unsponso ADR 23381b106 565 24,950 SH   SOLE   24,950 0 0
Ferguson PLC ADR g3421j106 2,116 11,795 SH   SOLE   11,795 0 0
GlaxoSmithKline PLC Sp ADR ADR 37733w105 1,549 35,120 SH   SOLE   35,120 0 0
Infosys Ltd Sp ADR ADR 456788108 7,281 287,669 SH   SOLE   140,479 0 147,190
Japan Tobacco Inc Unsponsord A ADR 471105205 626 62,000 SH   SOLE   62,000 0 0
JBS SA Sp ADR ADR 466110103 1,334 97,400 SH   SOLE   97,400 0 0
Nintendo Ltd ADR ADR 654445303 1,443 24,724 SH   SOLE   24,724 0 0
Novartis AG Sp ADR ADR 66987v109 1,245 14,238 SH   SOLE   14,238 0 0
Novo-Nordisk AS ADR ADR 670100205 1,976 17,647 SH   SOLE   17,647 0 0
Pt Bank Central Asia Tbk Unspo ADR 69368g105 1,656 124,400 SH   SOLE   124,400 0 0
Recruit Holdings Co Ltd Unspon ADR 75629j101 2,110 173,275 SH   SOLE   173,275 0 0
Relx PLC Sp ADR ADR 759530108 2,299 70,501 SH   SOLE   70,501 0 0
Sap SE Sp ADR ADR 803054204 10,071 71,879 SH   SOLE   32,257 0 39,622
Shin Etsu Chem Co Ltd ADR ADR 824551105 1,900 43,760 SH   SOLE   43,760 0 0
Shionogi & Co Ltd Unsponsored ADR 824667109 1,789 101,246 SH   SOLE   101,246 0 0
Skanska Ab Sp ADR ADR 830561205 1,561 60,265 SH   SOLE   60,265 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 2,888 24,002 SH   SOLE   21,581 0 2,421
Tokyo Electron Ltd ADR ADR 889110102 1,308 9,090 SH   SOLE   9,090 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 2,005 10,820 SH   SOLE   10,820 0 0
Trend Micro Inc Sp ADR ADR 89486m206 1,334 23,947 SH   SOLE   23,947 0 0
Vale SA ADR ADR 91912e105 1,140 81,291 SH   SOLE   81,291 0 0
Veolia Environnement Sp ADR ADR 92334n103 1,690 45,936 SH   SOLE   45,936 0 0
Vivendi SE Unsponsord ADR ADR 92852t201 1,810 134,300 SH   SOLE   134,300 0 0
Vonovia SE ADR ADR 92887h107 1,113 40,445 SH   SOLE   40,445 0 0
Wipro Ltd Sp ADR 1 Sh ADR 97651m109 8,689 890,221 SH   SOLE   438,582 0 451,639
Zozo Inc Unsponsored ADR ADR 98979y106 1,979 314,045 SH   SOLE   314,045 0 0