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
ACCENTURE PLC Common Stock G1151C101 4,209 16,357 SH   SOLE   16,357 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,801 78,032 SH   SOLE   78,032 0 0
ADOBE INC Common Stock 00724F101 4,522 16,430 SH   SOLE   16,430 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,288 35,275 SH   SOLE   35,275 0 0
ALCON INC Common Stock H01301128 4,492 77,209 SH   SOLE   77,209 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 2,743 13,245 SH   SOLE   13,245 0 0
ALLEGION PLC Common Stock G0176J109 3,917 43,676 SH   SOLE   43,676 0 0
ALPHABET INC Common Stock 02079K305 41,557 434,471 SH   SOLE   434,471 0 0
ANALOG DEVICES INC Common Stock 032654105 2,129 15,278 SH   SOLE   15,278 0 0
ANSYS INC Common Stock 03662Q105 2,519 11,362 SH   SOLE   11,362 0 0
APTIV PLC Common Stock G6095L109 2,016 25,782 SH   SOLE   25,782 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,094 7,448 SH   SOLE   7,448 0 0
AUTODESK INC Common Stock 052769106 81,939 438,646 SH   SOLE   438,646 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 73,135 323,335 SH   SOLE   323,335 0 0
BANCO BRADESCO SA ADR 059460303 28,476 7,737,924 SH   SOLE   7,737,924 0 0
BECTON DICKINSON AND CO Common Stock 075887109 75,533 338,971 SH   SOLE   338,971 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 91,090 55,434 SH   SOLE   55,434 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107 4,790 123,668 SH   SOLE   123,668 0 0
BROADCOM INC Common Stock 11135F101 5,680 12,792 SH   SOLE   12,792 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108 4,183 25,598 SH   SOLE   25,598 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 54,930 764,301 SH   SOLE   764,301 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 54,657 487,923 SH   SOLE   487,923 0 0
COSTAR GROUP INC Common Stock 22160N109 4,498 64,579 SH   SOLE   64,579 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 5,498 84,393 SH   SOLE   84,393 0 0
EBAY INC Common Stock 278642103 3,185 86,513 SH   SOLE   86,513 0 0
ELECTRONIC ARTS INC Common Stock 285512109 66,904 578,200 SH   SOLE   578,200 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 77,140 357,293 SH   SOLE   357,293 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 64,773 161,889 SH   SOLE   161,889 0 0
FOX CORP Common Stock 35137L105 39,774 1,296,422 SH   SOLE   1,296,422 0 0
GENERAL MOTORS CO Common Stock 37045V100 2,969 92,522 SH   SOLE   92,522 0 0
HDFC BANK LTD ADR 40415F101 4,762 81,519 SH   SOLE   81,519 0 0
HESS CORP Common Stock 42809H107 3,533 32,416 SH   SOLE   32,416 0 0
HUNTINGTON BANCSHARES INC/OH Common Stock 446150104 4,046 306,990 SH   SOLE   306,990 0 0
ICON PLC Common Stock G4705A100 57,866 314,863 SH   SOLE   314,863 0 0
INFOSYS LTD ADR 456788108 50,150 2,955,198 SH   SOLE   2,955,198 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 4,449 49,244 SH   SOLE   49,244 0 0
INTUIT INC Common Stock 461202103 97,822 252,561 SH   SOLE   252,561 0 0
INVESCO SENIOR LOAN ETF ETP 46138G508 376 18,600 SH   SOLE   18,600 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 4,398 24,282 SH   SOLE   24,282 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 28,451 697,676 SH   SOLE   697,676 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423 5,238 127,747 SH   SOLE   127,747 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108 4,001 36,876 SH   SOLE   36,876 0 0
JOHNSON & JOHNSON Common Stock 478160104 86,132 527,252 SH   SOLE   527,252 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 6,608 41,992 SH   SOLE   41,992 0 0
M&T BANK CORP Common Stock 55261F104 4,439 25,176 SH   SOLE   25,176 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 5,958 39,912 SH   SOLE   39,912 0 0
MASTERCARD INC Common Stock 57636Q104 11,635 40,921 SH   SOLE   40,921 0 0
META PLATFORMS INC Common Stock 30303M102 3,413 25,156 SH   SOLE   25,156 0 0
MICROSOFT CORP Common Stock 594918104 142,847 613,341 SH   SOLE   613,341 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 4,735 86,366 SH   SOLE   86,366 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 4,455 51,235 SH   SOLE   51,235 0 0
MOODY'S CORP Common Stock 615369105 107,742 443,184 SH   SOLE   443,184 0 0
MOSAIC CO/THE Common Stock 61945C103 20,241 418,809 SH   SOLE   418,809 0 0
NETEASE INC ADR 64110W102 54,232 717,353 SH   SOLE   717,353 0 0
NEXTERA ENERGY INC Common Stock 65339F101 2,830 36,097 SH   SOLE   36,097 0 0
NVIDIA CORP Common Stock 67066G104 8,609 70,918 SH   SOLE   70,918 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 4,195 5,965 SH   SOLE   5,965 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 59,057 711,442 SH   SOLE   711,442 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 5,161 23,836 SH   SOLE   23,836 0 0
QIAGEN NV Common Stock N72482123 8,494 205,754 SH   SOLE   205,754 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 2,421 11,253 SH   SOLE   11,253 0 0
S&P GLOBAL INC Common Stock 78409V104 70,996 232,508 SH   SOLE   232,508 0 0
STARBUCKS CORP Common Stock 855244109 5,130 60,878 SH   SOLE   60,878 0 0
STRYKER CORP Common Stock 863667101 3,508 17,321 SH   SOLE   17,321 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 2,214 6,595 SH   SOLE   6,595 0 0
SYNOPSYS INC Common Stock 871607107 4,615 15,107 SH   SOLE   15,107 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 10,243 149,402 SH   SOLE   149,402 0 0
TAPESTRY INC Common Stock 876030107 2,584 90,897 SH   SOLE   90,897 0 0
TE CONNECTIVITY LTD Common Stock H84989104 9,687 87,779 SH   SOLE   87,779 0 0
TERNIUM SA ADR 880890108 13,148 480,029 SH   SOLE   480,029 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 6,719 13,247 SH   SOLE   13,247 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,181 56,377 SH   SOLE   56,377 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 3,300 22,787 SH   SOLE   22,787 0 0
TRANSUNION Common Stock 89400J107 3,047 51,219 SH   SOLE   51,219 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 4,849 9,602 SH   SOLE   9,602 0 0
VALE SA ADR 91912E105 34,300 2,575,042 SH   SOLE   2,575,042 0 0
VERISIGN INC Common Stock 92343E102 96,270 554,230 SH   SOLE   554,230 0 0
VISA INC Common Stock 92826C839 173,904 978,913 SH   SOLE   978,913 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 3,569 22,278 SH   SOLE   22,278 0 0
ZOETIS INC Common Stock 98978V103 3,641 24,555 SH   SOLE   24,555 0 0