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
ALIGN TECHNOLOGY INC COMMON 016255101 25,612 123,662 SH   SOLE   113,662 0 10,000
ALLEGHANY CORP MD COMMON 017175100 13,576 16,173 SH   SOLE   14,769 0 1,404
ANALOG DEVICES INC COMMON 032654105 53,881 386,684 SH   SOLE   354,435 0 32,249
ARCHER DANIELS MIDLAND CO COMMON 039483102 31,600 392,777 SH   SOLE   358,723 0 34,054
AUTODESK INC COMMON 052769106 35,687 191,046 SH   SOLE   175,110 0 15,936
AUTOZONE INC COMMON 053332102 34,755 16,226 SH   SOLE   14,865 0 1,361
BAIDU INC COMMON 056752108 43,658 371,593 SH   SOLE   0 0 371,593
BANK NOVA SCOTIA HALIFAX COMMON 064149107 39,652 829,176 SH   SOLE   596,404 0 232,772
BARRICK GOLD CORP COMMON 067901108 6,893 444,486 SH   SOLE   396,075 0 48,411
BROOKFIELD ASSET MGMT INC COMMON 112585104 109,625 2,664,434 SH   SOLE   1,903,361 0 761,073
CANADIAN NAT RES LTD COMMON 136385101 92,464 1,953,740 SH   SOLE   1,401,136 0 552,604
CARMAX INC COMMON 143130102 9,266 140,351 SH   SOLE   128,165 0 12,186
DOLLAR TREE INC COMMON 256746108 53,459 392,801 SH   SOLE   358,751 0 34,050
ELECTRONIC ARTS INC COMMON 285512109 54,184 468,281 SH   SOLE   431,118 0 37,163
FTI CONSULTING INC COMMON 302941109 35,156 212,159 SH   SOLE   193,774 0 18,385
FAIR ISAAC CORP COMMON 303250104 44,358 107,664 SH   SOLE   99,123 0 8,541
FASTENAL CO COMMON 311900104 36,599 794,937 SH   SOLE   728,293 0 66,644
FISERV INC COMMON 337738108 68,244 729,337 SH   SOLE   671,312 0 58,025
FRANCO NEV CORP COMMON 351858105 45,492 378,838 SH   SOLE   273,201 0 105,637
GILDAN ACTIVEWEAR INC COMMON 375916103 21,857 769,058 SH   SOLE   554,768 0 214,290
HEALTHCARE SVCS GROUP INC COMMON 421906108 18,889 1,562,331 SH   SOLE   1,426,768 0 135,563
INFOSYS LTD COMMON 456788108 64,479 3,799,578 SH   SOLE   0 0 3,799,578
JOHNSON & JOHNSON COMMON 478160104 70,085 429,004 SH   SOLE   393,284 0 35,720
MAGNA INTL INC COMMON 559222401 20,893 438,048 SH   SOLE   316,007 0 122,041
MARKEL CORP COMMON 570535104 61,637 56,849 SH   SOLE   52,247 0 4,602
MARSH & MCLENNAN COS INC COMMON 571748102 26,685 178,740 SH   SOLE   163,755 0 14,985
MICROSOFT CORP COMMON 594918104 109,520 470,250 SH   SOLE   432,484 0 37,766
MICRON TECHNOLOGY INC COMMON 595112103 36,360 725,750 SH   SOLE   665,103 0 60,647
MOODYS CORP COMMON 615369105 23,448 96,446 SH   SOLE   88,736 0 7,710
NEWMONT CORP COMMON 651639106 29,371 698,808 SH   SOLE   638,226 0 60,582
NORTONLIFELOCK INC COMMON 668771108 30,833 1,530,922 SH   SOLE   1,398,144 0 132,778
PROGRESSIVE CORP COMMON 743315103 37,265 320,659 SH   SOLE   293,776 0 26,883
RITCHIE BROS AUCTIONEERS COMMON 767744105 64,378 1,024,865 SH   SOLE   739,382 0 285,483
ROGERS COMMUNICATIONS INC COMMON 775109200 19,243 492,478 SH   SOLE   355,230 0 137,248
HENRY SCHEIN INC COMMON 806407102 25,175 382,775 SH   SOLE   349,624 0 33,151
TJX COS INC NEW COMMON 872540109 63,158 1,016,679 SH   SOLE   931,469 0 85,210
TAIWAN SEMICONDUCTOR MFG LTD COMMON 874039100 4,573 66,363 SH   SOLE   0 0 66,363
TELEFLEX INCORPORATED COMMON 879369106 25,689 127,516 SH   SOLE   117,329 0 10,187
THERMO FISHER SCIENTIFIC INC COMMON 883556102 89,423 176,211 SH   SOLE   162,216 0 13,995
UNITED PARCEL SERVICE INC COMMON 911312106 34,543 213,830 SH   SOLE   196,014 0 17,816
V F CORP COMMON 918204108 12,211 408,252 SH   SOLE   372,907 0 35,345
VONTIER CORPORATION COMMON 928881101 17,674 1,057,743 SH   SOLE   966,045 0 91,698
WABTEC COMMON 929740108 26,444 325,058 SH   SOLE   296,855 0 28,203
WELLS FARGO CO NEW COMMON 949746101 31,964 794,708 SH   SOLE   725,816 0 68,892
WEYERHAEUSER CO MTN BE COMMON 962166104 16,034 561,387 SH   SOLE   544,209 0 17,178
EVENTBRITE INC COMMON 29975E109 9,839 1,618,304 SH   SOLE   1,478,288 0 140,016
TRAVELERS COMPANIES INC COMMON 89417E109 24,131 157,510 SH   SOLE   143,869 0 13,641
ACTIVISION BLIZZARD INC COMMON 00507V109 32,200 433,139 SH   SOLE   397,072 0 36,067
ADOBE SYSTEMS INCORPORATED COMMON 00724F101 37,688 136,948 SH   SOLE   125,777 0 11,171
ALPHABET INC COMMON 02079K107 56,321 585,756 SH   SOLE   537,065 0 48,691
ALPHABET INC COMMON 02079K305 74,357 777,380 SH   SOLE   717,652 0 59,728
BCE INC COMMON 05534B760 25,797 602,855 SH   SOLE   434,883 0 167,972
BAKER HUGHES COMPANY COMMON 05722G100 26,117 1,246,026 SH   SOLE   1,138,071 0 107,955
BOOKING HOLDINGS INC COMMON 09857L108 44,613 27,150 SH   SOLE   24,950 0 2,200
C H ROBINSON WORLDWIDE INC COMMON 12541W209 19,532 201,758 SH   SOLE   184,272 0 17,486
CANADIAN PAC RY LTD COMMON 13645T100 74,053 1,101,315 SH   SOLE   794,442 0 306,873
CANNAE HLDGS INC COMMON 13765N107 18,814 910,613 SH   SOLE   831,668 0 78,945
META PLATFORMS INC COMMON 30303M102 46,080 339,626 SH   SOLE   312,531 0 27,095
FIRST REP BK SAN FRANCISCO C COMMON 33616C100 30,106 230,605 SH   SOLE   211,405 0 19,200
FREEPORT-MCMORAN INC COMMON 35671D857 21,304 779,495 SH   SOLE   698,173 0 81,322
HDFC BANK LTD COMMON 40415F101 117,946 2,018,888 SH   SOLE   0 0 2,018,888
IQVIA HLDGS INC COMMON 46266C105 35,783 197,540 SH   SOLE   181,710 0 15,830
KAR AUCTION SVCS INC COMMON 48238T109 33,080 2,961,650 SH   SOLE   2,705,184 0 256,466
M & T BK CORP COMMON 55261F104 28,576 162,065 SH   SOLE   148,006 0 14,059
MASTERCARD INCORPORATED COMMON 57636Q104 57,516 202,355 SH   SOLE   186,061 0 16,294
MERCK & CO INC COMMON 58933Y105 52,271 602,575 SH   SOLE   552,405 0 50,170
ORACLE CORP COMMON 68389X105 45,766 749,391 SH   SOLE   688,820 0 60,571
ORGANON & CO COMMON 68622V106 29,139 1,245,273 SH   SOLE   1,137,248 0 108,025
S&P GLOBAL INC COMMON 78409V104 47,378 155,153 SH   SOLE   142,775 0 12,378
SOUTHERN COPPER CORP COMMON 84265V105 62,507 1,393,993 SH   SOLE   1,260,549 0 133,444
TERADATA CORP DEL COMMON 88076W103 25,138 809,285 SH   SOLE   739,176 0 70,109
TRIP COM GROUP LTD COMMON 89677Q107 8,213 300,718 SH   SOLE   0 0 300,718
UPLAND SOFTWARE INC COMMON 91544A109 10,789 1,327,021 SH   SOLE   1,210,688 0 116,333
VIMEO INC COMMON 92719V100 9,040 2,260,659 SH   SOLE   2,064,847 0 195,812
VIPSHOP HOLDINGS LIMITED COMMON 92763W103 33,643 4,000,319 SH   SOLE   3,623,485 0 376,834
VISA INC COMMON 92826C839 43,298 243,723 SH   SOLE   224,303 0 19,420
VISTEON CORP COMMON 92839U206 19,828 186,952 SH   SOLE   170,740 0 16,212
VISTRA CORP COMMON 92840M102 25,309 1,205,214 SH   SOLE   1,161,162 0 44,052
YUM CHINA HLDGS INC COMMON 98850P109 36,319 767,366 SH   SOLE   753,972 0 13,394
AON PLC COMMON G0403H108 22,004 82,138 SH   SOLE   75,277 0 6,861
AXALTA COATING SYS LTD COMMON G0750C108 22,907 1,087,704 SH   SOLE   993,431 0 94,273
COCA-COLA EUROPACIFIC PARTNE COMMON G25839104 64,840 1,521,013 SH   SOLE   1,387,778 0 133,235
LINDE PLC COMMON G5494J103 30,655 113,709 SH   SOLE   104,176 0 9,533
MANCHESTER UTD PLC NEW COMMON G5784H106 29,006 2,185,908 SH   SOLE   1,998,664 0 187,244
ROYALTY PHARMA PLC COMMON G7709Q104 43,143 1,073,745 SH   SOLE   980,724 0 93,021
INMODE LTD COMMON M5425M103 1,805 62,018 SH   SOLE   62,018 0 0
LYONDELLBASELL INDUSTRIES N COMMON N53745100 31,997 425,040 SH   SOLE   387,531 0 37,509
COPA HOLDINGS SA COMMON P31076105 31,410 468,738 SH   SOLE   456,983 0 11,755