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
AGNICO EAGLE MINES LTD Common Stock 008474108   5,216,837 88,083 SH   SOLE   88,083 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   434,822 1,326 SH   SOLE   0 0 1,326
ALPHABET INC Common Stock 02079K305   42,468,724 281,882 SH   SOLE   275,877 0 6,005
AMAZON.COM INC Common Stock 023135106   45,880,884 253,874 SH   SOLE   253,874 0 0
AMERICAN TOWER CORP REIT 03027X100   4,493,782 22,809 SH   SOLE   22,809 0 0
AON PLC Common Stock G0403H108   472,325 1,409 SH   SOLE   1,409 0 0
APPLE INC Common Stock 037833100   11,165,830 65,251 SH   SOLE   65,251 0 0
AUTODESK INC Common Stock 052769106   3,657,562 14,031 SH   SOLE   10,475 0 3,556
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   594,132 2,379 SH   SOLE   0 0 2,379
BARRICK GOLD CORP Common Stock 067901108   12,954,018 784,210 SH   SOLE   784,210 0 0
BECTON DICKINSON & CO Common Stock 075887109   8,755,751 35,400 SH   SOLE   35,400 0 0
BERKSHIRE HATHAWAY INC Common Stock 084670108   57,398,250 91 SH   SOLE   91 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   3,587,974 989 SH   SOLE   556 0 433
CANADIAN NATIONAL RAILWAY CO Common Stock 136375102   1,848,335 13,977 SH   SOLE   13,977 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   736,405 4,490 SH   SOLE   0 0 4,490
CITIGROUP INC Common Stock 172967424   17,805,855 281,872 SH   SOLE   281,872 0 0
CLEVELAND-CLIFFS INC Common Stock 185899101   9,944,882 440,039 SH   SOLE   440,039 0 0
COCA-COLA CO/THE Common Stock 191216100   17,440,828 285,074 SH   SOLE   285,074 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108   30,383,956 112,123 SH   SOLE   112,123 0 0
CROWN CASTLE INC REIT 22822V101   287,956 2,714 SH   SOLE   2,714 0 0
DANAHER CORP Common Stock 235851102   694,949 2,795 SH   SOLE   2,795 0 0
DIGITAL REALTY TRUST INC REIT 253868103   163,823 1,139 SH   SOLE   1,139 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   6,454,672 76,920 SH   SOLE   76,920 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E108   7,841,473 82,180 SH   SOLE   82,180 0 0
ELECTRONIC ARTS INC Common Stock 285512109   2,051,742 15,465 SH   SOLE   10,356 0 5,109
ELEVANCE HEALTH INC Common Stock 036752103   21,043,084 40,521 SH   SOLE   40,521 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   1,973,429 12,802 SH   SOLE   12,802 0 0
EXXON MOBIL CORP Common Stock 30231G102   33,285,735 287,564 SH   SOLE   287,564 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   751,107 1,653 SH   SOLE   0 0 1,653
GENERAL MOTORS CO Common Stock 37045V100   6,239,004 137,550 SH   SOLE   137,550 0 0
HDFC BANK LTD ADR 40415F101   8,429,024 151,043 SH   SOLE   151,043 0 0
ICON PLC Common Stock G4705A100   1,126,105 3,352 SH   SOLE   0 0 3,352
IDEXX LABORATORIES INC Common Stock 45168D104   2,222,352 4,116 SH   SOLE   4,116 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104   12,357,024 90,044 SH   SOLE   90,044 0 0
INTUIT INC Common Stock 461202103   5,259,872 8,088 SH   SOLE   6,366 0 1,722
JACOBS SOLUTIONS INC Common Stock 46982L108   6,366,008 41,363 SH   SOLE   41,363 0 0
JD.COM INC ADR 47215P106   552,456 20,002 SH   SOLE   20,002 0 0
JOHNSON & JOHNSON Common Stock 478160104   9,888,304 62,404 SH   SOLE   57,209 0 5,195
JPMORGAN CHASE & CO Common Stock 46625H100   10,854,853 54,312 SH   SOLE   54,312 0 0
KLA CORP Common Stock 482480100   12,631,613 18,150 SH   SOLE   18,150 0 0
MASTERCARD INC Common Stock 57636Q104   15,410,057 32,039 SH   SOLE   32,039 0 0
META PLATFORMS INC Common Stock 30303M102   9,246,096 18,956 SH   SOLE   18,956 0 0
MICROSOFT CORP Common Stock 594918104   63,948,119 151,923 SH   SOLE   147,093 0 4,830
MONSTER BEVERAGE CORP Common Stock 61174X109   246,783 4,163 SH   SOLE   0 0 4,163
MOODY'S CORP Common Stock 615369105   3,140,310 7,990 SH   SOLE   5,639 0 2,351
MOTOROLA SOLUTIONS INC Common Stock 620076307   262,686 740 SH   SOLE   0 0 740
NETEASE INC ADR 64110W102   2,677,170 25,881 SH   SOLE   18,437 0 7,444
NEWMONT CORP Common Stock 651639106   3,062,940 85,390 SH   SOLE   85,390 0 0
NEXTERA ENERGY INC Common Stock 65339F101   7,648,014 119,679 SH   SOLE   119,679 0 0
NVIDIA CORP Common Stock 67066G104   16,625,363 18,377 SH   SOLE   18,377 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   6,013,482 65,530 SH   SOLE   56,281 0 9,249
PINTEREST INC Common Stock 72352L106   3,369,583 96,991 SH   SOLE   96,991 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109   412,090 2,540 SH   SOLE   2,540 0 0
PROLOGIS INC REIT 74340W103   892,818 6,880 SH   SOLE   6,880 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   739,919 2,546 SH   SOLE   2,546 0 0
RYANAIR HOLDINGS PLC ADR 783513203   12,147,247 82,990 SH   SOLE   82,990 0 0
S&P GLOBAL INC Common Stock 78409V104   3,190,592 7,506 SH   SOLE   5,869 0 1,637
SIMON PROPERTY GROUP INC REIT 828806109   646,830 4,149 SH   SOLE   4,149 0 0
SNOWFLAKE INC Common Stock 833445109   1,928,338 11,876 SH   SOLE   11,876 0 0
SYNOPSYS INC Common Stock 871607107   8,633,215 15,073 SH   SOLE   15,073 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   22,134,919 162,489 SH   SOLE   162,489 0 0
TAKE-TWO INTERACTIVE SOFTWARE Common Stock 874054109   215,401 1,447 SH   SOLE   1,447 0 0
TD SYNNEX CORP Common Stock 87162W100   4,291,919 37,948 SH   SOLE   37,948 0 0
TE CONNECTIVITY LTD Common Stock H84989104   6,453,787 44,428 SH   SOLE   44,428 0 0
TECK RESOURCES LTD Common Stock 878742204   10,282,694 226,389 SH   SOLE   226,389 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   13,275,367 22,896 SH   SOLE   22,896 0 0
TKO GROUP HOLDINGS INC Common Stock 87256C101   6,802,405 78,431 SH   SOLE   78,431 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   10,450,212 34,822 SH   SOLE   34,822 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   11,687,152 23,686 SH   SOLE   23,686 0 0
VERISIGN INC Common Stock 92343E102   2,921,108 15,414 SH   SOLE   9,672 0 5,742
VERISK ANALYTICS INC Common Stock 92345Y106   1,083,416 4,596 SH   SOLE   4,596 0 0
VISA INC Common Stock 92826C839   18,304,296 65,592 SH   SOLE   57,322 0 8,270
WASTE MANAGEMENT INC Common Stock 94106L109   419,528 1,965 SH   SOLE   1,965 0 0