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 6,075 18,013 SH   SOLE   18,013 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 6,442 80,414 SH   SOLE   80,414 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 7,714 16,931 SH   SOLE   16,931 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,810 36,352 SH   SOLE   36,352 0 0
ALCON INC Common Stock H01301128 6,312 79,566 SH   SOLE   79,566 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 5,078 11,646 SH   SOLE   11,646 0 0
ALLEGION PLC Common Stock G0176J109 7,359 67,038 SH   SOLE   67,038 0 0
ALPHABET INC Common Stock 02079K305 79,841 28,706 SH   SOLE   28,706 0 0
AMAZON.COM INC Common Stock 023135106 25,988 7,972 SH   SOLE   7,972 0 0
ANALOG DEVICES INC Common Stock 032654105 596 3,609 SH   SOLE   3,609 0 0
ANSYS INC Common Stock 03662Q105 1,839 5,789 SH   SOLE   5,789 0 0
ANTHEM INC Common Stock 036752103 3,854 7,845 SH   SOLE   7,845 0 0
APPLE INC Common Stock 037833100 13,538 77,535 SH   SOLE   77,535 0 0
APTIV PLC Common Stock G6095L109 1,521 12,707 SH   SOLE   12,707 0 0
ASML HOLDING NV NY Reg Shrs N07059210 3,722 5,572 SH   SOLE   5,572 0 0
AUTODESK INC Common Stock 052769106 71,519 333,657 SH   SOLE   333,657 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 69,627 306,001 SH   SOLE   306,001 0 0
AUTOZONE INC Common Stock 053332102 5,248 2,567 SH   SOLE   2,567 0 0
BARRICK GOLD CORP Common Stock 067901108 2,665 108,651 SH   SOLE   108,651 0 0
BECTON DICKINSON AND CO Common Stock 075887109 83,123 312,493 SH   SOLE   312,493 0 0
BEYOND MEAT INC Common Stock 08862E109 536 11,087 SH   SOLE   11,087 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 119,569 50,914 SH   SOLE   50,914 0 0
BROADCOM INC Common Stock 11135F101 16,384 26,020 SH   SOLE   26,020 0 0
BURFORD CAPITAL LTD Common Stock G17977110 9,072 987,159 SH   SOLE   987,159 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108 4,513 27,441 SH   SOLE   27,441 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 58,455 693,331 SH   SOLE   693,331 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 62,133 449,391 SH   SOLE   449,391 0 0
COCA-COLA EUROPACIFIC PARTNERS Common Stock G25839104 4,814 99,042 SH   SOLE   99,042 0 0
CONCENTRIX CORP Common Stock 20602D101 3,945 23,685 SH   SOLE   23,685 0 0
CONSTELLATION BRANDS INC Common Stock 21036P108 3,958 17,183 SH   SOLE   17,183 0 0
COSTAR GROUP INC Common Stock 22160N109 3,712 55,732 SH   SOLE   55,732 0 0
DENTSPLY SIRONA INC Common Stock 24906P109 1,973 40,094 SH   SOLE   40,094 0 0
DESCARTES SYSTEMS GROUP INC/TH Common Stock 249906108 14,648 199,888 SH   SOLE   199,888 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 8,737 111,694 SH   SOLE   111,694 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 11,026 98,394 SH   SOLE   98,394 0 0
EBAY INC Common Stock 278642103 10,599 185,102 SH   SOLE   185,102 0 0
ELECTRONIC ARTS INC Common Stock 285512109 67,286 531,867 SH   SOLE   531,867 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 84,501 310,302 SH   SOLE   310,302 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 65,202 150,182 SH   SOLE   150,182 0 0
FOX CORP Common Stock 35137L105 46,679 1,183,248 SH   SOLE   1,183,248 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 4,408 88,616 SH   SOLE   88,616 0 0
GAMING AND LEISURE PROPERTIES REIT 36467J108 2,311 49,246 SH   SOLE   49,246 0 0
GENERAC HOLDINGS INC Common Stock 368736104 3,276 11,021 SH   SOLE   11,021 0 0
GENERAL MOTORS CO Common Stock 37045V100 7,661 175,156 SH   SOLE   175,156 0 0
HDFC BANK LTD ADR 40415F101 4,699 76,615 SH   SOLE   76,615 0 0
HESS CORP Common Stock 42809H107 7,970 74,459 SH   SOLE   74,459 0 0
HUNTINGTON BANCSHARES INC/OH Common Stock 446150104 8,535 583,820 SH   SOLE   583,820 0 0
ICON PLC Common Stock G4705A100 70,813 291,148 SH   SOLE   291,148 0 0
INFOSYS LTD ADR 456788108 74,586 2,996,621 SH   SOLE   2,996,621 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 14,128 106,935 SH   SOLE   106,935 0 0
INTUIT INC Common Stock 461202103 110,894 230,626 SH   SOLE   230,626 0 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,581 15,490 SH   SOLE   15,490 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 28,293 634,802 SH   SOLE   634,802 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423 6,063 127,747 SH   SOLE   127,747 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 10,897 79,076 SH   SOLE   79,076 0 0
JOHNSON & JOHNSON Common Stock 478160104 90,658 511,528 SH   SOLE   511,528 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 12,542 79,392 SH   SOLE   79,392 0 0
LEAR CORP Common Stock 521865204 2,139 14,998 SH   SOLE   14,998 0 0
LYONDELLBASELL INDUSTRIES NV Common Stock N53745100 2,408 23,420 SH   SOLE   23,420 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 13,303 78,058 SH   SOLE   78,058 0 0
MASTERCARD INC Common Stock 57636Q104 14,023 39,238 SH   SOLE   39,238 0 0
META PLATFORMS INC Common Stock 30303M102 5,764 25,923 SH   SOLE   25,923 0 0
MICROSOFT CORP Common Stock 594918104 196,182 636,313 SH   SOLE   636,313 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105 3,128 49,826 SH   SOLE   49,826 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,565 44,623 SH   SOLE   44,623 0 0
MOODY'S CORP Common Stock 615369105 139,498 413,437 SH   SOLE   413,437 0 0
MOSAIC CO/THE Common Stock 61945C103 20,660 310,679 SH   SOLE   310,679 0 0
NETAPP INC Common Stock 64110D104 7,238 87,207 SH   SOLE   87,207 0 0
NETEASE INC ADR 64110W102 54,282 605,219 SH   SOLE   605,219 0 0
NEXTERA ENERGY INC Common Stock 65339F101 2,220 26,209 SH   SOLE   26,209 0 0
NIKE INC Common Stock 654106103 9,899 73,564 SH   SOLE   73,564 0 0
NOMAD FOODS LTD Common Stock G6564A105 2,933 129,876 SH   SOLE   129,876 0 0
NVIDIA CORP Common Stock 67066G104 32,622 119,554 SH   SOLE   119,554 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 5,124 7,480 SH   SOLE   7,480 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 100,624 1,071,147 SH   SOLE   1,071,147 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 16,568 66,266 SH   SOLE   66,266 0 0
QIAGEN NV Common Stock N72482123 8,923 182,098 SH   SOLE   182,098 0 0
RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 5,735 57,884 SH   SOLE   57,884 0 0
RESIDEO TECHNOLOGIES INC Common Stock 76118Y104 2,713 113,842 SH   SOLE   113,842 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 1,479 5,281 SH   SOLE   5,281 0 0
S&P GLOBAL INC Common Stock 78409V104 82,348 200,760 SH   SOLE   200,760 0 0
STARBUCKS CORP Common Stock 855244109 5,429 59,679 SH   SOLE   59,679 0 0
STATE STREET CORP Common Stock 857477103 12,663 145,347 SH   SOLE   145,347 0 0
STERIS PLC Common Stock G8473T100 8,394 34,721 SH   SOLE   34,721 0 0
STRYKER CORP Common Stock 863667101 4,772 17,849 SH   SOLE   17,849 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 10,628 18,998 SH   SOLE   18,998 0 0
SYNOPSYS INC Common Stock 871607107 13,894 41,689 SH   SOLE   41,689 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 15,626 149,873 SH   SOLE   149,873 0 0
TE CONNECTIVITY LTD Common Stock H84989104 17,438 133,135 SH   SOLE   133,135 0 0
TERNIUM SA ADR 880890108 22,152 485,254 SH   SOLE   485,254 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 4,208 7,125 SH   SOLE   7,125 0 0
TRADEWEB MARKETS INC Common Stock 892672106 5,105 58,095 SH   SOLE   58,095 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 5,458 35,741 SH   SOLE   35,741 0 0
TRANSUNION Common Stock 89400J107 10,171 98,421 SH   SOLE   98,421 0 0
TRIMBLE INC Common Stock 896239100 2,243 31,091 SH   SOLE   31,091 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 18,193 35,675 SH   SOLE   35,675 0 0
VALE SA ADR 91912E105 52,102 2,606,394 SH   SOLE   2,606,394 0 0
VERISIGN INC Common Stock 92343E102 110,206 495,399 SH   SOLE   495,399 0 0
VISA INC Common Stock 92826C839 198,891 896,834 SH   SOLE   896,834 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 2,532 15,975 SH   SOLE   15,975 0 0
WORLD WRESTLING ENTERTAINMENT Common Stock 98156Q108 2,081 33,325 SH   SOLE   33,325 0 0
ZOETIS INC Common Stock 98978V103 4,772 25,304 SH   SOLE   25,304 0 0