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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ICICI Bank Ltd ADR 45104G104   11,369 575,000 SH   SOLE   575,000 0 0
Stellantis NV Common Stock N82405106   4,758 250,979 SH   SOLE   250,979 0 0
Stellantis NV Common Stock N82405106   10,744 566,990 SH   SOLE   566,990 0 0
Logitech International SA Common Stock H50430232   10,116 120,000 SH   SOLE   120,000 0 0
UBS Group AG Common Stock H42097107   27,599 1,532,890 SH   SOLE   1,532,890 0 0
Ferguson PLC Common Stock G3421J106   88,491 499,000 SH   SOLE   499,000 0 0
Abbott Laboratories Common Stock 002824100   40,101 285,191 SH   SOLE   285,191 0 0
Accenture PLC Common Stock G1151C101   39,649 95,732 SH   SOLE   95,732 0 0
Activision Blizzard Inc Common Stock 00507V109   17,385 261,552 SH   SOLE   261,552 0 0
Adobe Inc Common Stock 00724F101   29,141 51,437 SH   SOLE   51,437 0 0
Alphabet Inc Common Stock 02079K305   7,297 50,437 SH   SOLE   50,437 0 0
Amazon.com Inc Common Stock 023135106   125,176 37,576 SH   SOLE   37,576 0 0
American Express Co Common Stock 025816109   24,163 147,833 SH   SOLE   147,833 0 0
American Tower Corp REIT 03027X100   25,888 88,587 SH   SOLE   88,587 0 0
Amphenol Corp Common Stock 032095101   17,144 196,204 SH   SOLE   196,204 0 0
Anthem Inc Common Stock 036752103   19,189 41,435 SH   SOLE   41,435 0 0
Aon PLC Common Stock G0403H108   21,452 71,441 SH   SOLE   71,441 0 0
Apple Inc Common Stock 037833100   204,091 1,150,419 SH   SOLE   1,150,419 0 0
Automatic Data Processing Inc Common Stock 053015103   21,119 85,728 SH   SOLE   85,728 0 0
AvalonBay Communities Inc REIT 053484101   16,947 67,155 SH   SOLE   67,155 0 0
Bank of America Corp Common Stock 060505104   49,971 1,124,245 SH   SOLE   1,124,245 0 0
Berkshire Hathaway Inc Common Stock 084670702   46,619 156,059 SH   SOLE   156,059 0 0
BlackRock Inc Common Stock 09247X101   15,682 17,144 SH   SOLE   17,144 0 0
Broadcom Inc Common Stock 11135F101   36,362 54,696 SH   SOLE   54,696 0 0
Charter Communications Inc Common Stock 16119P108   15,645 24,019 SH   SOLE   24,019 0 0
Cheesecake Factory Inc/The Common Stock 163072101   10,386 265,536 SH   SOLE   265,536 0 0
Chevron Corp Common Stock 166764100   31,922 272,277 SH   SOLE   272,277 0 0
Cisco Systems Inc/Delaware Common Stock 17275R102   30,923 488,429 SH   SOLE   488,429 0 0
Citigroup Inc Common Stock 172967424   24,053 398,658 SH   SOLE   398,658 0 0
Coca-Cola Co/The Common Stock 191216100   30,296 512,147 SH   SOLE   512,147 0 0
ConocoPhillips Common Stock 20825C104   19,495 270,337 SH   SOLE   270,337 0 0
Constellation Brands Inc Common Stock 21036P108   19,067 76,045 SH   SOLE   76,045 0 0
Costco Wholesale Corp Common Stock 22160K105   34,569 60,950 SH   SOLE   60,950 0 0
CVS Health Corp Common Stock 126650100   27,980 271,483 SH   SOLE   271,483 0 0
Danaher Corp Common Stock 235851102   32,092 97,630 SH   SOLE   97,630 0 0
Deere & Co Common Stock 244199105   22,491 65,652 SH   SOLE   65,652 0 0
Dollar General Corp Common Stock 256677105   29,882 126,828 SH   SOLE   126,828 0 0
Eli Lilly & Co Common Stock 532457108   29,495 106,878 SH   SOLE   106,878 0 0
Equinix Inc REIT 29444U700   16,902 20,001 SH   SOLE   20,001 0 0
Eversource Energy Common Stock 30040W108   17,906 196,991 SH   SOLE   196,991 0 0
Fidelity National Information Services Inc Common Stock 31620M106   12,465 114,306 SH   SOLE   114,306 0 0
Hess Corp Common Stock 42809H107   9,820 132,771 SH   SOLE   132,771 0 0
Home Depot Inc/The Common Stock 437076102   59,837 144,315 SH   SOLE   144,315 0 0
Honeywell International Inc Common Stock 438516106   27,937 134,106 SH   SOLE   134,106 0 0
Johnson & Johnson Common Stock 478160104   36,400 212,975 SH   SOLE   212,975 0 0
JPMorgan Chase & Co Common Stock 46625H100   53,330 337,094 SH   SOLE   337,094 0 0
Linde PLC Common Stock G5494J103   39,562 114,306 SH   SOLE   114,306 0 0
McDonald's Corp Common Stock 580135101   35,053 130,881 SH   SOLE   130,881 0 0
Medtronic PLC Common Stock G5960L103   17,474 169,068 SH   SOLE   169,068 0 0
Merck & Co Inc Common Stock 58933Y105   27,024 352,933 SH   SOLE   352,933 0 0
Meta Platforms Inc Common Stock 30303M102   49,435 147,111 SH   SOLE   147,111 0 0
MetLife Inc Common Stock 59156R108   14,273 228,616 SH   SOLE   228,616 0 0
Microsoft Corp Common Stock 594918104   219,515 653,300 SH   SOLE   653,300 0 0
Netflix Inc Common Stock 64110L106   18,919 31,433 SH   SOLE   31,433 0 0
NextEra Energy Inc Common Stock 65339F101   31,986 342,925 SH   SOLE   342,925 0 0
NIKE Inc Common Stock 654106103   27,361 164,317 SH   SOLE   164,317 0 0
NVIDIA Corp Common Stock 67066G104   88,606 301,548 SH   SOLE   301,548 0 0
Oracle Corp Common Stock 68389X105   30,501 350,070 SH   SOLE   350,070 0 0
Otis Worldwide Corp Common Stock 68902V107   16,843 193,626 SH   SOLE   193,626 0 0
Pfizer Inc Common Stock 717081103   38,877 658,974 SH   SOLE   658,974 0 0
Phillips 66 Common Stock 718546104   8,068 111,450 SH   SOLE   111,450 0 0
PNC Financial Services Group Inc/The Common Stock 693475105   15,422 76,983 SH   SOLE   76,983 0 0
Procter & Gamble Co/The Common Stock 742718109   56,044 342,925 SH   SOLE   342,925 0 0
Prudential Financial Inc Common Stock 744320102   10,044 92,875 SH   SOLE   92,875 0 0
Raytheon Technologies Corp Common Stock 75513E101   20,885 242,906 SH   SOLE   242,906 0 0
Republic Services Inc Common Stock 760759100   18,235 130,884 SH   SOLE   130,884 0 0
S&P Global Inc Common Stock 78409V104   26,947 57,153 SH   SOLE   57,153 0 0
Southwest Airlines Co Common Stock 844741108   5,910 138,079 SH   SOLE   138,079 0 0
salesforce.com Inc Common Stock 79466L302   25,757 101,447 SH   SOLE   101,447 0 0
Texas Instruments Inc Common Stock 882508104   29,165 154,889 SH   SOLE   154,889 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   34,289 51,437 SH   SOLE   51,437 0 0
TJX Cos Inc/The Common Stock 872540109   22,760 300,060 SH   SOLE   300,060 0 0
Union Pacific Corp Common Stock 907818108   30,748 122,163 SH   SOLE   122,163 0 0
UnitedHealth Group Inc Common Stock 91324P102   55,195 110,021 SH   SOLE   110,021 0 0
Visa Inc Common Stock 92826C839   55,889 258,134 SH   SOLE   258,134 0 0
Westinghouse Air Brake Technologies Corp Common Stock 929740108   15,989 173,749 SH   SOLE   173,749 0 0
Walmart Inc Common Stock 931142103   30,068 208,000 SH   SOLE   208,000 0 0
WALT DISNEY CO/THE Common Stock 254687106   36,483 235,762 SH   SOLE   235,762 0 0
Xylem Inc/NY Common Stock 98419M100   15,919 132,873 SH   SOLE   132,873 0 0
Zimmer Biomet Holdings Inc Common Stock 98956P102   13,878 109,345 SH   SOLE   109,345 0 0
iShares MSCI Turkey ETF ETP 464286715   5,272 284,000 SH   SOLE   284,000 0 0
Vanguard Mid-Cap ETF ETP 922908629   212,577 835,160 SH   SOLE   835,160 0 0
Vanguard Small-Cap Value ETF ETP 922908611   48,108 269,236 SH   SOLE   269,236 0 0
iShares JP Morgan USD Emerging Markets Bond ETF ETP 464288281   16,344 150,000 SH   SOLE   150,000 0 0