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 IRELAND SHS CLASS A G1151C101 6,334 15,279 SH   SOLE   1,538 0 13,741
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,033 7,113 SH   SOLE   1,135 0 5,978
ALPHABET INC CAP STK CL A 02079K305 8,908 3,075 SH   SOLE   477 0 2,598
AMAZON COM INC COM 023135106 7,099 2,129 SH   SOLE   356 0 1,773
AON PLC SHS CL A G0403H108 3,960 13,174 SH   SOLE   2,105 0 11,069
APPLE INC COM 037833100 8,505 47,895 SH   SOLE   7,692 0 40,203
ATLASSIAN CORP PLC CL A G06242104 10,065 26,396 SH   SOLE   12,000 0 14,396
BLOCK INC CL A 852234103 2,373 14,691 SH   SOLE   2,327 0 12,364
CANADIAN PAC RY LTD COM 13645T100 12,601 175,028 SH   SOLE   86,840 0 88,188
HDFC BANK LTD SPONSORED ADS 40415F101 4,479 68,827 SH   SOLE   37,919 0 30,908
HONEYWELL INTL INC COM 438516106 3,923 18,816 SH   SOLE   2,957 0 15,859
ICICI BANK LIMITED ADR 45104G104 3,776 190,796 SH   SOLE   148,735 0 42,061
INFOSYS LTD SPONSORED ADR 456788108 8,520 336,629 SH   SOLE   199,327 0 137,302
INTUIT COM 461202103 4,519 7,025 SH   SOLE   1,119 0 5,906
INTUITIVE SURGICAL INC COM NEW 46120E602 5,111 14,226 SH   SOLE   2,259 0 11,967
LAUDER ESTEE COS INC CL A 518439104 9,135 24,677 SH   SOLE   3,882 0 20,795
LOGITECH INTL S A SHS H50430232 6,837 81,201 SH   SOLE   55,897 0 25,304
MASTERCARD INCORPORATED CL A 57636Q104 2,899 8,068 SH   SOLE   1,267 0 6,801
META PLATFORMS INC CL A 30303M102 7,593 22,575 SH   SOLE   3,534 0 19,041
MICROSOFT CORP COM 594918104 8,106 24,102 SH   SOLE   4,171 0 19,931
MOODYS CORP COM 615369105 4,928 12,618 SH   SOLE   2,004 0 10,614
MSCI INC COM 55354G100 7,307 11,926 SH   SOLE   1,720 0 10,206
NASDAQ INC COM 631103108 4,995 23,785 SH   SOLE   3,990 0 19,795
NVIDIA CORPORATION COM 67066G104 3,967 13,488 SH   SOLE   1,899 0 11,589
OTIS WORLDWIDE CORP COM 68902V107 2,579 29,615 SH   SOLE   4,588 0 25,027
PAYPAL HLDGS INC COM 70450Y103 2,608 13,832 SH   SOLE   2,169 0 11,663
RESMED INC COM 761152107 3,139 12,052 SH   SOLE   1,897 0 10,155
S&P GLOBAL INC COM 78409V104 6,086 12,895 SH   SOLE   2,049 0 10,846
SEA LTD SPONSORD ADS 81141R100 21,765 97,290 SH   SOLE   40,877 0 56,413
SERVICENOW INC COM 81762P102 3,658 5,635 SH   SOLE   1,025 0 4,610
SHOPIFY INC CL A 82509L107 33,142 24,139 SH   SOLE   7,890 0 16,249
STRYKER CORPORATION COM 863667101 4,480 16,754 SH   SOLE   2,650 0 14,104
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 30,373 252,457 SH   SOLE   129,710 0 122,747
TESLA INC COM 88160R101 8,553 8,093 SH   SOLE   1,271 0 6,822
THERMO FISHER SCIENTIFIC INC COM 883556102 7,359 11,029 SH   SOLE   1,741 0 9,288
THOMSON REUTERS CORP. COM NEW 884903709 10,534 87,998 SH   SOLE   14,085 0 73,913
TRANE TECHNOLOGIES PLC SHS G8994E103 7,648 37,857 SH   SOLE   5,963 0 31,894
WIPRO LTD SPON ADR 1 SH 97651M109 5,600 573,799 SH   SOLE   535,972 0 37,827
WNS HLDGS LTD SPON ADR 92932M101 3,844 43,576 SH   SOLE   43,576 0 0
YUM CHINA HLDGS INC COM 98850P109 2,089 42,559 SH   SOLE   26,159 0 16,400