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   5,378,749 15,328 SH   SOLE   15,328 0 0
ADOBE INC Common Stock 00724F101   8,857,124 14,846 SH   SOLE   14,846 0 0
AERCAP HOLDINGS NV Common Stock N00985106   2,196,231 29,551 SH   SOLE   29,551 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   7,350,934 52,873 SH   SOLE   52,873 0 0
ALCON INC Common Stock H01301128   5,898,842 75,510 SH   SOLE   75,510 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   3,924,228 14,322 SH   SOLE   14,322 0 0
ALPHABET INC Common Stock 02079K305   86,767,466 621,143 SH   SOLE   385,445 0 235,698
AMBEV SA ADR 02319V103   43,979,007 15,706,788 SH   SOLE   9,447,595 0 6,259,193
ANSYS INC Common Stock 03662Q105   10,836,686 29,863 SH   SOLE   29,863 0 0
APTIV PLC Common Stock G6095L109   8,059,817 89,833 SH   SOLE   89,833 0 0
ASML HOLDING NV NY Reg Shrs N07059210   4,946,473 6,535 SH   SOLE   6,535 0 0
AUTODESK INC Common Stock 052769106   84,470,273 346,929 SH   SOLE   276,222 0 70,707
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   54,822,501 235,320 SH   SOLE   181,047 0 54,273
BECTON DICKINSON & CO Common Stock 075887109   47,658,037 195,456 SH   SOLE   148,607 0 46,849
BOOKING HOLDINGS INC Common Stock 09857L108   117,115,016 33,016 SH   SOLE   24,409 0 8,607
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   5,353,978 19,657 SH   SOLE   19,657 0 0
CARLISLE COS INC Common Stock 142339100   6,715,371 21,494 SH   SOLE   21,494 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105   45,836,487 666,228 SH   SOLE   525,173 0 141,055
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   52,607,278 344,311 SH   SOLE   255,663 0 88,648
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104   12,560,802 188,205 SH   SOLE   188,205 0 0
COSTAR GROUP INC Common Stock 22160N109   6,042,145 69,140 SH   SOLE   69,140 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   9,135,167 106,001 SH   SOLE   106,001 0 0
ELECTRONIC ARTS INC Common Stock 285512109   54,818,263 400,689 SH   SOLE   279,540 0 121,149
ESTEE LAUDER COS INC/THE Common Stock 518439104   35,037,406 239,572 SH   SOLE   167,735 0 71,837
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   56,894,415 119,263 SH   SOLE   88,506 0 30,757
FRESHWORKS INC Common Stock 358054104   15,404,531 655,791 SH   SOLE   452,301 0 203,490
H WORLD GROUP LTD ADR 44332N106   3,966,954 118,629 SH   SOLE   71,172 0 47,457
HDFC BANK LTD ADR 40415F101   9,259,704 137,978 SH   SOLE   137,978 0 0
ICON PLC Common Stock G4705A100   73,433,454 259,418 SH   SOLE   192,988 0 66,430
IDEXX LABORATORIES INC Common Stock 45168D104   6,600,655 11,892 SH   SOLE   11,892 0 0
INTUIT INC Common Stock 461202103   88,523,624 141,631 SH   SOLE   106,475 0 35,156
ISHARES MSCI INDIA ETF ETP 46429B598   10,277,239 210,556 SH   SOLE   93,796 0 116,760
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   3,650,709 86,244 SH   SOLE   86,244 0 0
JOHNSON & JOHNSON Common Stock 478160104   57,036,589 363,893 SH   SOLE   257,178 0 106,715
KE HOLDINGS INC ADR 482497104   21,350,645 1,317,128 SH   SOLE   791,258 0 525,870
MASTERCARD INC Common Stock 57636Q104   8,406,513 19,710 SH   SOLE   19,710 0 0
META PLATFORMS INC Common Stock 30303M102   7,769,069 21,949 SH   SOLE   21,949 0 0
MICROSOFT CORP Common Stock 594918104   155,504,950 413,533 SH   SOLE   319,871 0 93,662
MONSTER BEVERAGE CORP Common Stock 61174X109   7,786,856 135,165 SH   SOLE   135,165 0 0
MOODY'S CORP Common Stock 615369105   68,239,815 174,723 SH   SOLE   127,066 0 47,657
NETEASE INC ADR 64110W102   46,510,317 499,252 SH   SOLE   364,447 0 134,805
NEW ORIENTAL EDUCATION & TECHN ADR 647581206   29,546,496 403,200 SH   SOLE   243,851 0 159,349
NEXTERA ENERGY INC Common Stock 65339F101   9,690,521 159,541 SH   SOLE   159,541 0 0
NVIDIA CORP Common Stock 67066G104   7,801,201 15,753 SH   SOLE   15,753 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   5,639,675 5,936 SH   SOLE   5,936 0 0
PDD HOLDINGS INC ADR 722304102   54,093,295 369,717 SH   SOLE   225,923 0 143,794
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   56,821,780 603,973 SH   SOLE   603,973 0 0
POWERSHARES SENIOR LOAN ETP 46138G508   353,685 16,699 SH   SOLE   16,699 0 0
QIAGEN NV Common Stock N72482123   1,532,428 35,285 SH   SOLE   35,285 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   6,951,958 22,391 SH   SOLE   22,391 0 0
RYANAIR HOLDINGS PLC ADR 783513203   12,065,880 90,476 SH   SOLE   90,476 0 0
S&P GLOBAL INC Common Stock 78409V104   59,941,116 136,069 SH   SOLE   102,261 0 33,808
SONY GROUP CORP ADR 835699307   562,648 5,942 SH   SOLE   5,942 0 0
STRYKER CORP Common Stock 863667101   5,553,486 18,545 SH   SOLE   18,545 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   17,710,161 170,290 SH   SOLE   170,290 0 0
TE CONNECTIVITY LTD Common Stock H84989104   8,611,105 61,289 SH   SOLE   61,289 0 0
TERNIUM SA ADR 880890108   30,787,438 724,922 SH   SOLE   445,146 0 279,776
TEXAS INSTRUMENTS INC Common Stock 882508104   7,782,522 45,656 SH   SOLE   45,656 0 0
TRADEWEB MARKETS INC Common Stock 892672106   5,578,397 61,382 SH   SOLE   61,382 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   2,639,242 10,821 SH   SOLE   10,821 0 0
TRIP.COM GROUP LTD ADR 89677Q107   31,772,236 882,317 SH   SOLE   523,972 0 358,345
VALE SA ADR 91912E105   48,180,793 3,037,881 SH   SOLE   1,798,046 0 1,239,835
VEEVA SYSTEMS INC Common Stock 922475108   3,990,170 20,726 SH   SOLE   20,726 0 0
VERISIGN INC Common Stock 92343E102   79,542,164 386,202 SH   SOLE   283,510 0 102,692
VISA INC Common Stock 92826C839   175,588,111 674,431 SH   SOLE   500,796 0 173,635
WASTE MANAGEMENT INC Common Stock 94106L109   12,736,339 71,113 SH   SOLE   71,113 0 0
WEST PHARMACEUTICAL SERVICES I Common Stock 955306105   4,126,847 11,720 SH   SOLE   11,720 0 0
ZOETIS INC Common Stock 98978V103   7,297,954 36,976 SH   SOLE   36,976 0 0