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
ABBOTT LABS COM 002824100 5,594 47,259 SH   SOLE   39,039 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 18,608 232,280 SH   OTR 1 197,320 10,930 24,030
ADOBE SYSTEMS INCORPORATED COM 00724F101 61,516 135,017 SH   OTR 1 123,296 1,968 9,753
ADVANCED ENERGY INDS COM 007973100 32,440 376,853 SH   SOLE   359,163 0 17,690
ALBEMARLE CORP COM 012653101 36,350 164,369 SH   SOLE   155,847 0 8,522
ALKERMES PLC SHS G01767105 138,362 5,258,917 SH   OTR 1 4,640,947 8,540 609,430
ALPHABET INC CAP STK CL C 02079K107 18,666 6,683 SH   SOLE   6,172 0 511
ALPHABET INC CAP STK CL A 02079K305 64,886 23,329 SH   OTR 1 20,979 460 1,890
AMAZON COM INC COM 023135106 25,545 7,836 SH   OTR 1 6,660 364 812
APPLE INC COM 037833100 54,096 309,812 SH   SOLE   295,094 0 14,718
APPLIED MATLS INC COM 038222105 293 2,225 SH   SOLE   2,225 0 0
APTIV PLC SHS G6095L109 270,159 2,256,775 SH   SOLE   1,970,127 0 286,648
ASML HOLDING N V N Y REGISTRY SHS N07059210 148,016 221,604 SH   OTR 1 153,274 1,949 66,381
ASTRAZENECA PLC SPONSORED ADR 046353108 69,119 1,041,889 SH   SOLE   720,179 0 321,710
ATLASSIAN CORP PLC CL A G06242104 198,442 675,365 SH   SOLE   589,475 0 85,890
AUTOMATIC DATA PROCESSING IN COM 053015103 42,348 186,113 SH   SOLE   172,548 0 13,565
BAIDU INC SPON ADR REP A 056752108 345 2,609 SH   SOLE   2,609 0 0
BECTON DICKINSON & CO COM 075887109 28,298 106,382 SH   SOLE   102,682 0 3,700
BLACKSTONE MTG TR INC COM CL A 09257W100 431 13,570 SH   SOLE   13,570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 28,038 633,050 SH   OTR 1 536,510 30,070 66,470
CERNER CORP COM 156782104 25,662 274,286 SH   SOLE   263,356 0 10,930
CHEVRON CORP NEW COM 166764100 1,026 6,300 SH   SOLE   6,300 0 0
COMCAST CORP NEW CL A 20030N101 28,984 619,054 SH   SOLE   583,704 0 35,350
CORTEVA INC COM 22052L104 20,028 348,432 SH   OTR 1 320,070 7,360 21,002
DENTSPLY SIRONA INC COM 24906P109 23,705 481,605 SH   SOLE   460,425 0 21,180
DIAGEO PLC SPON ADR NEW 25243Q205 447 2,200 SH   SOLE   2,200 0 0
DLOCAL LTD CLASS A COM G29018101 243 7,770 SH   SOLE   7,770 0 0
EATON VANCE MUN BD FD COM 27827X101 151 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 72,189 613,224 SH   OTR 1 561,118 11,736 40,370
ENTERPRISE PRODS PARTNERS L COM 293792107 5,872 227,512 SH   SOLE   214,512 0 13,000
EXXON MOBIL CORP COM 30231G102 734 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303 33,434 254,112 SH   SOLE   243,692 0 10,420
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1,657 49,195 SH   SOLE   39,495 0 9,700
GENMAB A/S SPONSORED ADS 372303206 35,532 982,087 SH   SOLE   572,804 0 409,283
HDFC BANK LTD SPONSORED ADS 40415F101 13,703 223,426 SH   SOLE   211,186 0 12,240
HERSHEY CO COM 427866108 628 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 1,358 29,700 SH   SOLE   29,700 0 0
HOWMET AEROSPACE INC COM 443201108 64,675 1,799,518 SH   OTR 1 1,631,508 35,110 132,900
IAA INC COM 449253103 316 8,260 SH   SOLE   8,260 0 0
ICICI BANK LIMITED ADR 45104G104 337,910 17,841,071 SH   SOLE   15,563,311 0 2,277,760
IQVIA HLDGS INC COM 46266C105 70,759 306,039 SH   OTR 1 279,084 5,685 21,270
JD.COM INC SPON ADR CL A 47215P106 446 7,710 SH   SOLE   7,710 0 0
JOHNSON & JOHNSON COM 478160104 27,727 156,447 SH   SOLE   149,397 0 7,050
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 542 17,760 SH   SOLE   17,760 0 0
LEIDOS HOLDINGS INC COM 525327102 20,386 188,724 SH   SOLE   180,184 0 8,540
M & T BK CORP COM 55261F104 2,158 12,730 SH   SOLE   12,730 0 0
MARSH & MCLENNAN COS INC COM 571748102 46,668 273,839 SH   SOLE   261,769 0 12,070
MASTERCARD INCORPORATED CL A 57636Q104 67,720 189,490 SH   OTR 1 173,395 3,744 12,351
MEDTRONIC PLC SHS G5960L103 27,504 247,892 SH   SOLE   230,402 0 17,490
MELCO RESORTS AND ENTMNT LTD ADR 585464100 160,385 20,992,779 SH   OTR 1 18,277,974 63,330 2,651,475
MERCADOLIBRE INC COM 58733R102 401 337 SH   SOLE   337 0 0
MERCK & CO INC COM 58933Y105 1,046 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,127 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 28,450 365,260 SH   OTR 1 310,550 17,040 37,670
MICROSOFT CORP COM 594918104 83,220 269,922 SH   OTR 1 245,843 4,311 19,768
NOVO-NORDISK A S ADR 670100205 4,036 36,348 SH   SOLE   36,348 0 0
NVIDIA CORPORATION COM 67066G104 89,512 328,051 SH   OTR 1 298,643 5,016 24,392
ONEOK INC NEW COM 682680103 999 14,149 SH   SOLE   14,149 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 385 19,210 SH   SOLE   19,210 0 0
PAYCHEX INC COM 704326107 218 1,600 SH   SOLE   1,600 0 0
PAYPAL HLDGS INC COM 70450Y103 10,823 93,580 SH   OTR 1 79,590 4,375 9,615
PINTEREST INC CL A 72352L106 7,381 299,920 SH   OTR 1 255,000 13,920 31,000
PROCTER AND GAMBLE CO COM 742718109 2,823 18,478 SH   SOLE   13,478 0 5,000
PROLOGIS INC. COM 74340W103 4,666 28,896 SH   SOLE   28,896 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 15,240 181,910 SH   OTR 1 154,110 8,690 19,110
SEA LTD SPONSORD ADS 81141R100 99,614 831,571 SH   SOLE   727,400 0 104,171
SHELL PLC SPON ADS 780259305 319 5,800 SH   SOLE   5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 13,257 145,000 SH   SOLE   0 0 145,000
STANLEY BLACK & DECKER INC COM 854502101 22,495 160,923 SH   SOLE   153,208 0 7,715
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 73,350 703,525 SH   SOLE   420,723 0 282,802
TJX COS INC NEW COM 872540109 26,532 437,960 SH   OTR 1 372,410 20,310 45,240
T-MOBILE US INC COM 872590104 30,054 234,160 SH   OTR 1 199,160 10,840 24,160
UNITEDHEALTH GROUP INC COM 91324P102 63,378 124,278 SH   OTR 1 111,862 3,044 9,372
UNIVERSAL DISPLAY CORP COM 91347P105 52,004 311,492 SH   OTR 1 280,847 8,035 22,610
VERTEX PHARMACEUTICALS INC COM 92532F100 63,939 245,004 SH   OTR 1 223,554 5,135 16,315
VERTIV HOLDINGS CO COM CL A 92537N108 35,035 2,502,535 SH   OTR 1 2,266,134 59,440 176,961
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 197 11,838 SH   SOLE   11,838 0 0
WOLFSPEED INC COM 977852102 49,862 437,922 SH   OTR 1 394,897 10,190 32,835