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 4,551 47,039 SH   SOLE   38,819 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 22,334 300,430 SH   OTR 1 163,640 10,710 126,080
ADOBE SYSTEMS INCORPORATED COM 00724F101 24,684 89,695 SH   SOLE   84,560 0 5,135
ADVANCED ENERGY INDS COM 007973100 29,488 380,933 SH   SOLE   364,263 0 16,670
AIR PRODS & CHEMS INC COM 009158106 247 1,060 SH   SOLE   1,060 0 0
ALBEMARLE CORP COM 012653101 35,837 135,520 SH   SOLE   128,863 0 6,657
ALKERMES PLC SHS G01767105 128,046 5,734,259 SH   OTR 1 4,598,129 18,640 1,117,490
ALPHABET INC CAP STK CL A 02079K305 46,097 481,932 SH   OTR 1 391,852 9,200 80,880
ALPHABET INC CAP STK CL C 02079K107 15,969 166,080 SH   SOLE   119,960 0 46,120
AMAZON COM INC COM 023135106 22,207 196,520 SH   OTR 1 109,800 7,280 79,440
APPLE INC COM 037833100 41,276 298,668 SH   SOLE   284,720 0 13,948
APTIV PLC SHS G6095L109 192,325 2,459,087 SH   SOLE   2,133,202 0 325,885
ASML HOLDING N V N Y REGISTRY SHS N07059210 85,839 206,667 SH   OTR 1 138,584 1,949 66,134
ASTRAZENECA PLC SPONSORED ADR 046353108 42,884 781,976 SH   SOLE   558,876 0 223,100
AUTOMATIC DATA PROCESSING IN COM 053015103 41,618 183,996 SH   SOLE   170,926 0 13,070
BAIDU INC SPON ADR REP A 056752108 307 2,609 SH   SOLE   2,609 0 0
BECTON DICKINSON & CO COM 075887109 23,602 105,918 SH   SOLE   102,513 0 3,405
BLACKSTONE MTG TR INC COM CL A 09257W100 307 13,150 SH   SOLE   13,150 0 0
BOSTON SCIENTIFIC CORP COM 101137107 32,348 835,220 SH   OTR 1 439,650 29,640 365,930
CHEVRON CORP NEW COM 166764100 919 6,400 SH   SOLE   6,400 0 0
COMCAST CORP NEW CL A 20030N101 17,941 611,704 SH   SOLE   578,354 0 33,350
CORTEVA INC COM 22052L104 56,954 996,572 SH   OTR 1 739,610 20,310 236,652
COTY INC COM CL A 222070203 7,523 1,190,340 SH   OTR 1 675,320 43,240 471,780
DENTSPLY SIRONA INC COM 24906P109 13,479 475,440 SH   SOLE   455,260 0 20,180
DIAGEO PLC SPON ADR NEW 25243Q205 374 2,200 SH   SOLE   2,200 0 0
EATON VANCE MUN BD FD COM 27827X101 127 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 55,544 672,198 SH   OTR 1 520,222 11,566 140,410
ELEVANCE HEALTH INC COM 036752103 9,278 20,426 SH   SOLE   0 0 20,426
EMBECTA CORP COMMON STOCK 29082K105 301 10,454 SH   SOLE   9,984 0 470
ENTERPRISE PRODS PARTNERS L COM 293792107 5,408 227,412 SH   SOLE   214,412 0 13,000
EXXON MOBIL CORP COM 30231G102 776 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303 27,155 256,902 SH   SOLE   247,562 0 9,340
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 577 41,119 SH   SOLE   31,419 0 9,700
GENMAB A/S SPONSORED ADS 372303206 27,137 844,609 SH   SOLE   464,206 0 380,403
HDFC BANK LTD SPONSORED ADS 40415F101 12,940 221,500 SH   SOLE   209,260 0 12,240
HERSHEY CO COM 427866108 639 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 801 29,700 SH   SOLE   29,700 0 0
HOWMET AEROSPACE INC COM 443201108 61,118 1,976,018 SH   OTR 1 1,512,068 34,040 429,910
IAA INC COM 449253103 263 8,260 SH   SOLE   8,260 0 0
ICICI BANK LIMITED ADR 45104G104 188,004 8,965,401 SH   SOLE   7,685,581 0 1,279,820
IQVIA HLDGS INC COM 46266C105 60,918 336,304 SH   OTR 1 257,279 5,220 73,805
ISHARES TR CORE S&P500 ETF 464287200 1,078 3,005 SH   SOLE   3,005 0 0
JD.COM INC SPON ADR CL A 47215P106 6,598 131,165 SH   SOLE   67,345 0 63,820
JOHNSON & JOHNSON COM 478160104 25,577 156,567 SH   SOLE   150,147 0 6,420
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 273 17,760 SH   SOLE   17,760 0 0
LEIDOS HOLDINGS INC COM 525327102 17,319 197,994 SH   SOLE   190,034 0 7,960
M & T BK CORP COM 55261F104 2,068 11,730 SH   SOLE   11,730 0 0
MARSH & MCLENNAN COS INC COM 571748102 39,903 267,285 SH   SOLE   256,775 0 10,510
MASTERCARD INCORPORATED CL A 57636Q104 56,366 198,233 SH   OTR 1 154,815 3,326 40,092
MEDTRONIC PLC SHS G5960L103 19,877 246,152 SH   SOLE   229,662 0 16,490
MELCO RESORTS AND ENTMNT LTD ADR 585464100 127,304 19,201,192 SH   SOLE   16,698,097 0 2,503,095
MERCADOLIBRE INC COM 58733R102 8,333 10,067 SH   SOLE   337 0 9,730
MERCK & CO INC COM 58933Y105 1,098 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 915 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 15,147 302,337 SH   OTR 1 171,190 11,320 119,827
MICROSOFT CORP COM 594918104 66,957 287,491 SH   OTR 1 226,221 4,311 56,959
NOVO-NORDISK A S ADR 670100205 2,974 29,848 SH   SOLE   29,848 0 0
NVIDIA CORPORATION COM 67066G104 38,908 320,517 SH   OTR 1 263,654 3,761 53,102
ONEOK INC NEW COM 682680103 725 14,149 SH   SOLE   14,149 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 348 26,310 SH   SOLE   26,310 0 0
PAYPAL HLDGS INC COM 70450Y103 10,359 120,350 SH   OTR 1 68,710 4,375 47,265
PROCTER AND GAMBLE CO COM 742718109 2,257 17,878 SH   SOLE   12,878 0 5,000
PROLOGIS INC. COM 74340W103 2,936 28,896 SH   SOLE   28,896 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 5,993 158,120 SH   OTR 1 130,320 8,690 19,110
SCHLUMBERGER LTD COM STK 806857108 17,776 495,140 SH   OTR 1 244,850 16,250 234,040
SEA LTD SPONSORD ADS 81141R100 60,998 1,088,271 SH   SOLE   943,992 0 144,279
SHELL PLC SPON ADS 780259305 289 5,800 SH   SOLE   5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1,303 14,230 SH   SOLE   0 0 14,230
STANLEY BLACK & DECKER INC COM 854502101 12,022 159,841 SH   SOLE   152,426 0 7,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 44,291 646,018 SH   SOLE   365,494 0 280,524
TJX COS INC NEW COM 872540109 34,137 549,540 SH   OTR 1 306,750 20,310 222,480
T-MOBILE US INC COM 872590104 37,645 280,580 SH   OTR 1 158,040 10,840 111,700
UNITEDHEALTH GROUP INC COM 91324P102 52,591 104,133 SH   OTR 1 94,775 2,152 7,206
UNIVERSAL DISPLAY CORP COM 91347P105 27,523 291,717 SH   OTR 1 222,117 5,540 64,060
VERTEX PHARMACEUTICALS INC COM 92532F100 61,962 214,000 SH   OTR 1 193,221 5,059 15,720
VERTIV HOLDINGS CO COM CL A 92537N108 27,622 2,841,795 SH   OTR 1 2,103,814 59,440 678,541
WOLFSPEED INC COM 977852102 52,445 507,402 SH   OTR 1 380,467 10,190 116,745