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
ABBOTT LABS COM 002824100 BBG001S5N9M6 4,587,686 45,306 SH   SOLE   37,086 0 8,220
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 34,691,778 90,022 SH   SOLE   84,987 0 5,035
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 13,482,350 137,575 SH   SOLE   130,935 0 6,640
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 29,024,541 131,309 SH   SOLE   124,832 0 6,477
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 145,621,010 1,425,142 SH   OTR 1 1,196,001 4,200 224,941
ALKERMES PLC SHS G01767105 BBG001S6RXM7 169,518,338 6,013,421 SH   OTR 1 4,878,571 13,960 1,120,890
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 11,877,840 114,210 SH   SOLE   91,510 0 22,700
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 45,483,219 438,477 SH   OTR 1 360,537 4,770 73,170
AMAZON COM INC COM 023135106 BBG001S5PQL7 16,932,846 163,935 SH   OTR 1 91,345 4,670 67,920
APPLE INC COM 037833100 BBG001S5N8V8 47,655,276 288,995 SH   SOLE   275,737 0 13,258
APTIV PLC SHS G6095L109 BBG001TRL2T7 97,958,138 873,145 SH   SOLE   766,734 0 106,411
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 127,083,792 186,693 SH   OTR 1 127,738 1,333 57,622
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 47,529,261 684,761 SH   SOLE   535,316 0 149,445
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 129,166,423 754,609 SH   SOLE   662,517 0 92,092
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 39,777,525 178,671 SH   SOLE   165,806 0 12,865
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 25,444,142 102,788 SH   SOLE   99,608 0 3,180
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 8,887,736 91,400 SH   OTR 1 51,100 2,590 37,710
BLACKSTONE MTG TR INC COM CL A 09257W100 BBG001S5Q7V7 180,285 10,100 SH   SOLE   10,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 40,811,472 815,740 SH   OTR 1 432,460 22,250 361,030
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 897,380 5,500 SH   SOLE   5,500 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 25,391,511 669,784 SH   SOLE   636,834 0 32,950
CORTEVA INC COM 22052L104 BBG00BN969D0 58,284,006 966,407 SH   OTR 1 714,570 15,210 236,627
COTY INC COM CL A 222070203 BBG001S8GLM1 30,107,790 2,496,500 SH   OTR 1 1,196,900 60,990 1,238,610
DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 19,064,037 485,337 SH   SOLE   465,707 0 19,630
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 398,596 2,200 SH   SOLE   2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 28,410,475 343,412 SH   SOLE   330,062 0 13,350
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 9,518,067 20,700 SH   SOLE   0 0 20,700
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 5,666,039 218,766 SH   SOLE   205,766 0 13,000
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 974,110 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 30,044,224 246,002 SH   SOLE   237,062 0 8,940
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 BBG001S97ZY5 829,927 39,037 SH   SOLE   29,337 0 9,700
GENMAB A/S SPONSORED ADS 372303206 BBG004MPKMY3 22,094,849 585,139 SH   SOLE   375,772 0 209,367
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 14,576,062 218,630 SH   SOLE   207,570 0 11,060
HERSHEY CO COM 427866108 BBG001S5S148 737,789 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 BBG001S7X2X4 271,323 11,700 SH   SOLE   11,700 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 77,780,219 1,835,738 SH   OTR 1 1,397,328 22,500 415,910
ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 140,452,696 6,508,466 SH   SOLE   5,706,866 0 801,600
ILLUMINA INC COM 452327109 BBG001SF4NY1 16,211,061 69,710 SH   SOLE   66,700 0 3,010
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 63,587,321 319,711 SH   OTR 1 243,326 4,030 72,355
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 7,138,270 162,640 SH   SOLE   90,830 0 71,810
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 23,160,410 149,422 SH   SOLE   143,257 0 6,165
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 BBG001S5V5G2 325,896 17,760 SH   SOLE   17,760 0 0
LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 18,997,870 206,364 SH   SOLE   199,054 0 7,310
M & T BK CORP COM 55261F104 BBG001S7S2B4 1,271,029 10,630 SH   SOLE   10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 42,275,387 253,830 SH   SOLE   243,590 0 10,240
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 69,458,917 191,131 SH   OTR 1 148,934 2,491 39,706
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 19,097,427 236,882 SH   SOLE   220,622 0 16,260
MELCO RESORTS AND ENTMNT LTD ADR 585464100 BBG001SBX933 197,749,169 15,534,106 SH   OTR 1 13,577,038 20,470 1,936,598
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 152,568,081 115,752 SH   OTR 1 93,852 722 21,178
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,356,473 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 1,072,384 12,800 SH   SOLE   12,800 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 66,557,515 230,862 SH   OTR 1 192,102 1,886 36,874
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 4,750,011 29,848 SH   SOLE   29,848 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 80,617,743 290,232 SH   OTR 1 241,109 2,351 46,772
ONEOK INC NEW COM 682680103 BBG001S5TWK1 803,717 12,649 SH   SOLE   12,649 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QCG6 127,693 14,900 SH   SOLE   14,900 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 21,347,493 281,110 SH   OTR 1 224,970 3,215 52,925
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,539,328 17,078 SH   SOLE   12,078 0 5,000
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 3,576,782 28,667 SH   SOLE   28,667 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 4,202,176 42,910 SH   SOLE   41,880 0 1,030
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 28,877,674 588,140 SH   OTR 1 326,970 16,750 244,420
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMH4 141,365,404 1,633,338 SH   SOLE   1,430,895 0 202,443
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 333,732 5,800 SH   SOLE   5,800 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 12,744,613 158,161 SH   SOLE   150,846 0 7,315
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 50,478,140 542,659 SH   SOLE   312,171 0 230,488
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 242,587,063 17,771,946 SH   SOLE   15,568,466 0 2,203,480
TJX COS INC NEW COM 872540109 BBG001S5WQ93 32,758,398 418,050 SH   OTR 1 211,130 10,800 196,120
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 31,856,544 219,943 SH   OTR 1 122,368 6,260 91,315
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 45,396,523 96,059 SH   OTR 1 87,813 1,612 6,634
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 44,666,116 287,927 SH   OTR 1 229,407 3,460 55,060
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 59,020,173 187,324 SH   OTR 1 171,951 3,021 12,352
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 41,997,775 2,934,855 SH   OTR 1 2,065,064 43,770 826,021
WOLFSPEED INC COM 977852102 BBG001S6YWT4 28,018,781 431,390 SH   OTR 1 334,575 5,540 91,275