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

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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   4,871,244 15,786 SH   SOLE   15,786 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109   7,677,539 91,074 SH   SOLE   91,074 0 0
ADOBE INC Common Stock 00724F101   9,553,398 19,537 SH   SOLE   19,537 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   3,666,904 30,494 SH   SOLE   30,494 0 0
AIR PRODUCTS AND CHEMICALS INC Common Stock 009158106   4,059,531 13,553 SH   SOLE   13,553 0 0
ALCON INC Common Stock H01301128   6,042,804 73,594 SH   SOLE   73,594 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   4,936,815 13,960 SH   SOLE   13,960 0 0
ALLEGION PLC Common Stock G0176J109   5,551,526 46,255 SH   SOLE   46,255 0 0
ALPHABET INC Common Stock 02079K305   84,086,737 702,479 SH   SOLE   702,479 0 0
AMAZON.COM INC Common Stock 023135106   6,866,192 52,671 SH   SOLE   52,671 0 0
AMBEV SA ADR 02319V103   46,640,119 14,666,704 SH   SOLE   14,666,704 0 0
ANALOG DEVICES INC Common Stock 032654105   1,184,056 6,078 SH   SOLE   6,078 0 0
ANSYS INC Common Stock 03662Q105   5,505,271 16,669 SH   SOLE   16,669 0 0
APTIV PLC Common Stock G6095L109   4,881,944 47,820 SH   SOLE   47,820 0 0
ASML HOLDING NV NY Reg Shrs N07059210   4,615,208 6,368 SH   SOLE   6,368 0 0
AUTODESK INC Common Stock 052769106   83,094,986 406,114 SH   SOLE   406,114 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   62,401,239 283,913 SH   SOLE   283,913 0 0
BECTON DICKINSON & CO Common Stock 075887109   64,412,632 243,978 SH   SOLE   243,978 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   129,418,716 47,927 SH   SOLE   47,927 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   6,239,282 115,350 SH   SOLE   115,350 0 0
BROADCOM INC Common Stock 11135F101   6,199,523 7,147 SH   SOLE   7,147 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   5,131,064 21,879 SH   SOLE   21,879 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105   44,556,375 786,104 SH   SOLE   786,104 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   54,705,124 435,481 SH   SOLE   435,481 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104   17,288,760 268,334 SH   SOLE   268,334 0 0
CORP INMOBILIARIA VESTA SAB DE American Depository Receipts 92540K109   2,364,351 71,647 SH   SOLE   71,647 0 0
COSTAR GROUP INC Common Stock 22160N109   5,997,176 67,384 SH   SOLE   67,384 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   7,368,778 88,059 SH   SOLE   88,059 0 0
EBAY INC Common Stock 278642103   3,606,215 80,694 SH   SOLE   80,694 0 0
ELECTRONIC ARTS INC Common Stock 285512109   67,049,972 516,962 SH   SOLE   516,962 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   60,527,655 308,217 SH   SOLE   308,217 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   59,645,968 148,873 SH   SOLE   148,873 0 0
FORTINET INC Common Stock 34959E109   3,234,119 42,785 SH   SOLE   42,785 0 0
FOX CORP Common Stock 35137L105   36,526,643 1,074,313 SH   SOLE   1,074,313 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   1,982,400 49,560 SH   SOLE   49,560 0 0
GENERAL MOTORS CO Common Stock 37045V100   3,806,682 98,721 SH   SOLE   98,721 0 0
H WORLD GROUP LTD ADR 44332N106   19,265,168 496,781 SH   SOLE   496,781 0 0
HDFC BANK LTD ADR 40415F101   8,212,473 117,826 SH   SOLE   117,826 0 0
HESS CORP Common Stock 42809H107   4,110,585 30,236 SH   SOLE   30,236 0 0
ICON PLC Common Stock G4705A100   82,480,182 329,657 SH   SOLE   329,657 0 0
IDEXX LABORATORIES INC Common Stock 45168D104   3,450,321 6,870 SH   SOLE   6,870 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104   5,734,966 50,716 SH   SOLE   50,716 0 0
INTUIT INC Common Stock 461202103   102,543,839 223,802 SH   SOLE   223,802 0 0
IQVIA HOLDINGS INC Common Stock 46266C105   3,407,738 15,161 SH   SOLE   15,161 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   6,329,989 144,851 SH   SOLE   144,851 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   4,991,755 120,778 SH   SOLE   120,778 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108   4,089,222 34,395 SH   SOLE   34,395 0 0
JOHNSON & JOHNSON Common Stock 478160104   78,490,743 474,207 SH   SOLE   474,207 0 0
KE HOLDINGS INC ADR 482497104   18,299,002 1,232,256 SH   SOLE   1,232,256 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102   3,729,627 19,830 SH   SOLE   19,830 0 0
MASTERCARD INC Common Stock 57636Q104   15,807,514 40,192 SH   SOLE   40,192 0 0
META PLATFORMS INC Common Stock 30303M102   6,950,943 24,221 SH   SOLE   24,221 0 0
MICROSOFT CORP Common Stock 594918104   185,310,631 544,167 SH   SOLE   544,167 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105   4,351,601 59,660 SH   SOLE   59,660 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   6,141,313 106,917 SH   SOLE   106,917 0 0
MOODY'S CORP Common Stock 615369105   77,346,142 222,438 SH   SOLE   222,438 0 0
NETEASE INC ADR 64110W102   61,589,210 636,976 SH   SOLE   636,976 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581206   21,224,612 537,468 SH   SOLE   537,468 0 0
NEXTERA ENERGY INC Common Stock 65339F101   6,520,251 87,874 SH   SOLE   87,874 0 0
NVIDIA CORP Common Stock 67066G104   21,077,395 49,826 SH   SOLE   49,826 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   5,530,232 5,789 SH   SOLE   5,789 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   68,873,058 705,522 SH   SOLE   705,522 0 0
POWERSHARES SENIOR LOAN ETP 46138G508   351,347 16,699 SH   SOLE   16,699 0 0
QIAGEN NV Common Stock N72482123   8,480,050 188,320 SH   SOLE   188,320 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   4,800,087 14,570 SH   SOLE   14,570 0 0
RYANAIR HOLDINGS PLC ADR 783513203   9,319,488 84,263 SH   SOLE   84,263 0 0
S&P GLOBAL INC Common Stock 78409V104   67,743,194 168,982 SH   SOLE   168,982 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   15,607,346 214,918 SH   SOLE   214,918 0 0
STARBUCKS CORP Common Stock 855244109   5,168,555 52,176 SH   SOLE   52,176 0 0
STRYKER CORP Common Stock 863667101   5,513,892 18,073 SH   SOLE   18,073 0 0
SYNOPSYS INC Common Stock 871607107   6,135,363 14,091 SH   SOLE   14,091 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   16,833,456 166,800 SH   SOLE   166,800 0 0
TAPESTRY INC Common Stock 876030107   3,628,670 84,782 SH   SOLE   84,782 0 0
TE CONNECTIVITY LTD Common Stock H84989104   6,496,557 46,351 SH   SOLE   46,351 0 0
TERNIUM SA ADR 880890108   21,084,205 531,758 SH   SOLE   531,758 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   4,218,229 23,432 SH   SOLE   23,432 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   6,446,743 12,356 SH   SOLE   12,356 0 0
TRADEWEB MARKETS INC Common Stock 892672106   4,028,268 58,824 SH   SOLE   58,824 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   5,791,545 30,281 SH   SOLE   30,281 0 0
TRANSUNION Common Stock 89400J107   3,879,842 49,532 SH   SOLE   49,532 0 0
TRIP.COM GROUP LTD ADR 89677Q107   36,078,140 1,030,804 SH   SOLE   1,030,804 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   332,123 691 SH   SOLE   691 0 0
VALE SA ADR 91912E105   34,298,085 2,555,744 SH   SOLE   2,555,744 0 0
VERISIGN INC Common Stock 92343E102   115,793,582 512,429 SH   SOLE   512,429 0 0
VISA INC Common Stock 92826C839   204,500,678 861,128 SH   SOLE   861,128 0 0
WASTE MANAGEMENT INC Common Stock 94106L109   7,731,238 44,581 SH   SOLE   44,581 0 0
WEST PHARMACEUTICAL SERVICES I Common Stock 955306105   3,586,804 9,378 SH   SOLE   9,378 0 0
WORLD WRESTLING ENTERTAINMENT Common Stock 98156Q108   4,126,633 38,044 SH   SOLE   38,044 0 0
ZOETIS INC Common Stock 98978V103   5,487,989 31,868 SH   SOLE   31,868 0 0