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
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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
ACCENTURE PLC Common Stock G1151C101   4,287,585 16,068 SH   SOLE   16,068 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109   6,822,442 89,124 SH   SOLE   89,124 0 0
ADOBE INC Common Stock 00724F101   6,669,352 19,818 SH   SOLE   19,818 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   4,346,884 29,047 SH   SOLE   29,047 0 0
AIR PRODUCTS AND CHEMICALS INC Common Stock 009158106   2,140,557 6,944 SH   SOLE   6,944 0 0
ALCON INC Common Stock H01301128   5,260,801 76,744 SH   SOLE   76,744 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   3,424,805 16,239 SH   SOLE   16,239 0 0
ALLEGION PLC Common Stock G0176J109   5,257,105 49,944 SH   SOLE   49,944 0 0
ALPHABET INC Common Stock 02079K305   26,212,251 297,090 SH   SOLE   297,090 0 0
ANALOG DEVICES INC Common Stock 032654105   3,502,697 21,354 SH   SOLE   21,354 0 0
ANSYS INC Common Stock 03662Q105   3,841,523 15,901 SH   SOLE   15,901 0 0
APTIV PLC Common Stock G6095L109   3,335,544 35,816 SH   SOLE   35,816 0 0
ASML HOLDING NV NY Reg Shrs N07059210   4,044,999 7,403 SH   SOLE   7,403 0 0
AUTODESK INC Common Stock 052769106   74,313,153 397,673 SH   SOLE   397,673 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   67,370,463 282,050 SH   SOLE   282,050 0 0
BECTON DICKINSON AND CO Common Stock 075887109   74,336,976 292,320 SH   SOLE   292,320 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   97,090,145 48,177 SH   SOLE   48,177 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   5,762,929 124,550 SH   SOLE   124,550 0 0
BROADCOM INC Common Stock 11135F101   7,203,272 12,883 SH   SOLE   12,883 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   4,087,324 25,444 SH   SOLE   25,444 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105   56,399,658 677,392 SH   SOLE   677,392 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   54,907,860 435,224 SH   SOLE   435,224 0 0
COSTAR GROUP INC Common Stock 22160N109   4,960,603 64,190 SH   SOLE   64,190 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   5,917,248 83,885 SH   SOLE   83,885 0 0
EBAY INC Common Stock 278642103   3,613,240 87,129 SH   SOLE   87,129 0 0
ELECTRONIC ARTS INC Common Stock 285512109   66,908,578 547,623 SH   SOLE   547,623 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   78,548,152 316,586 SH   SOLE   316,586 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   59,373,864 147,987 SH   SOLE   147,987 0 0
FOX CORP Common Stock 35137L105   32,562,987 1,072,209 SH   SOLE   1,072,209 0 0
GENERAL MOTORS CO Common Stock 37045V100   3,134,609 93,181 SH   SOLE   93,181 0 0
HDFC BANK LTD ADR 40415F101   7,384,517 107,945 SH   SOLE   107,945 0 0
HESS CORP Common Stock 42809H107   4,629,998 32,647 SH   SOLE   32,647 0 0
HUNTINGTON BANCSHARES INC/OH Common Stock 446150104   4,359,410 309,178 SH   SOLE   309,178 0 0
ICON PLC Common Stock G4705A100   52,265,293 269,062 SH   SOLE   269,062 0 0
IDEXX LABORATORIES INC Common Stock 45168D104   2,642,357 6,477 SH   SOLE   6,477 0 0
INFOSYS LTD ADR 456788108   53,974,907 2,996,941 SH   SOLE   2,996,941 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104   5,617,931 54,761 SH   SOLE   54,761 0 0
INTUIT INC Common Stock 461202103   86,702,647 222,760 SH   SOLE   222,760 0 0
INVESCO SENIOR LOAN ETF ETP 46138G508   1,073,719 52,300 SH   SOLE   52,300 0 0
IQVIA HOLDINGS INC Common Stock 46266C105   4,899,739 23,914 SH   SOLE   23,914 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   4,244,457 101,688 SH   SOLE   101,688 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   4,818,617 127,747 SH   SOLE   127,747 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108   4,459,280 37,139 SH   SOLE   37,139 0 0
JOHNSON & JOHNSON Common Stock 478160104   84,605,104 478,942 SH   SOLE   478,942 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103   7,234,721 42,291 SH   SOLE   42,291 0 0
M&T BANK CORP Common Stock 55261F104   3,677,996 25,355 SH   SOLE   25,355 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102   4,604,646 27,826 SH   SOLE   27,826 0 0
MASTERCARD INC Common Stock 57636Q104   14,142,875 40,672 SH   SOLE   40,672 0 0
META PLATFORMS INC Common Stock 30303M102   3,009,102 25,005 SH   SOLE   25,005 0 0
MICROSOFT CORP Common Stock 594918104   130,611,008 544,621 SH   SOLE   544,621 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105   5,797,350 86,982 SH   SOLE   86,982 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   5,170,618 50,927 SH   SOLE   50,927 0 0
MOODY'S CORP Common Stock 615369105   109,954,040 394,638 SH   SOLE   394,638 0 0
MOSAIC CO/THE Common Stock 61945C103   18,338,976 418,030 SH   SOLE   418,030 0 0
NETEASE INC ADR 64110W102   45,607,210 627,939 SH   SOLE   627,939 0 0
NEXTERA ENERGY INC Common Stock 65339F101   4,193,209 50,158 SH   SOLE   50,158 0 0
NVIDIA CORP Common Stock 67066G104   10,387,631 71,080 SH   SOLE   71,080 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   4,825,320 5,717 SH   SOLE   5,717 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   71,559,417 707,039 SH   SOLE   707,039 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107   1,990,419 8,715 SH   SOLE   8,715 0 0
QIAGEN NV Common Stock N72482123   6,062,147 121,559 SH   SOLE   121,559 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   4,047,455 15,714 SH   SOLE   15,714 0 0
S&P GLOBAL INC Common Stock 78409V104   66,737,130 199,251 SH   SOLE   199,251 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   17,564,401 219,995 SH   SOLE   219,995 0 0
STARBUCKS CORP Common Stock 855244109   5,822,544 58,695 SH   SOLE   58,695 0 0
STRYKER CORP Common Stock 863667101   4,209,384 17,217 SH   SOLE   17,217 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101   1,528,590 6,642 SH   SOLE   6,642 0 0
SYNOPSYS INC Common Stock 871607107   4,857,997 15,215 SH   SOLE   15,215 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   11,300,803 151,709 SH   SOLE   151,709 0 0
TAPESTRY INC Common Stock 876030107   3,485,995 91,544 SH   SOLE   91,544 0 0
TE CONNECTIVITY LTD Common Stock H84989104   4,019,033 35,009 SH   SOLE   35,009 0 0
TERNIUM SA ADR 880890108   14,903,501 487,680 SH   SOLE   487,680 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   7,346,755 13,341 SH   SOLE   13,341 0 0
TRADEWEB MARKETS INC Common Stock 892672106   3,638,547 56,038 SH   SOLE   56,038 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   4,426,818 26,336 SH   SOLE   26,336 0 0
TRIP.COM GROUP LTD ADR 89677Q107   11,615,263 337,653 SH   SOLE   337,653 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   5,126,841 9,670 SH   SOLE   9,670 0 0
VALE SA ADR 91912E105   44,375,532 2,614,940 SH   SOLE   2,614,940 0 0
VERISIGN INC Common Stock 92343E102   100,439,821 488,901 SH   SOLE   488,901 0 0
VISA INC Common Stock 92826C839   178,344,508 858,416 SH   SOLE   858,416 0 0
WASTE MANAGEMENT INC Common Stock 94106L109   3,163,015 20,162 SH   SOLE   20,162 0 0
ZOETIS INC Common Stock 98978V103   3,576,846 24,407 SH   SOLE   24,407 0 0