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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   4,907,141 44,582 SH   SOLE   36,362 0 8,220
ADOBE INC COM 00724F101   50,968,135 85,431 SH   SOLE   80,679 0 4,752
ADVANCED ENERGY INDS COM 007973100   14,595,280 134,000 SH   SOLE   127,975 0 6,025
ALBEMARLE CORP COM 012653101   18,315,152 126,766 SH   SOLE   120,669 0 6,097
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   355,771 4,590 SH   SOLE   4,590 0 0
ALKERMES PLC SHS G01767105   151,911,314 5,476,255 SH   OTR 1 4,379,515 16,420 1,080,320
ALPHABET INC CAP STK CL A 02079K305   67,221,203 481,217 SH   OTR 1 358,119 6,572 116,526
ALPHABET INC CAP STK CL C 02079K107   21,078,900 149,570 SH   SOLE   129,200 0 20,370
AMAZON COM INC COM 023135106   41,990,898 276,365 SH   OTR 1 166,055 6,380 103,930
APPLE INC COM 037833100   50,973,280 264,755 SH   SOLE   252,967 0 11,788
APTIV PLC SHS G6095L109   154,632,330 1,723,499 SH   SOLE   1,485,894 0 237,605
ASML HOLDING N V N Y REGISTRY SHS N07059210   93,699,127 123,790 SH   OTR 1 85,332 1,203 37,255
ASTRAZENECA PLC SPONSORED ADR 046353108   42,091,797 624,971 SH   SOLE   476,076 0 148,895
ATLASSIAN CORPORATION CL A 049468101   148,532,153 624,452 SH   OTR 1 500,507 3,735 120,210
AUTOMATIC DATA PROCESSING IN COM 053015103   31,610,069 135,683 SH   SOLE   126,623 0 9,060
BECTON DICKINSON & CO COM 075887109   23,707,103 97,228 SH   SOLE   94,536 0 2,692
BIOMARIN PHARMACEUTICAL INC COM 09061G101   16,445,395 170,560 SH   OTR 1 97,460 4,440 68,660
BOEING CO COM 097023105   5,132,395 19,690 SH   SOLE   19,345 0 345
BOSTON SCIENTIFIC CORP COM 101137107   39,018,281 674,940 SH   OTR 1 372,380 16,900 285,660
CAMECO CORP COM 13321L108   356,006 8,260 SH   SOLE   8,260 0 0
CHEVRON CORP NEW COM 166764100   805,464 5,400 SH   SOLE   5,400 0 0
COMCAST CORP NEW CL A 20030N101   31,924,773 728,045 SH   SOLE   696,340 0 31,705
CORTEVA INC COM 22052L104   32,375,758 675,621 SH   OTR 1 521,044 9,110 145,467
COTY INC COM CL A 222070203   28,156,264 2,267,010 SH   OTR 1 1,435,020 52,540 779,450
CURTISS WRIGHT CORP COM 231561101   24,301,933 109,080 SH   SOLE   105,325 0 3,755
DENTSPLY SIRONA INC COM 24906P109   22,165,381 622,798 SH   SOLE   602,468 0 20,330
DIAGEO PLC SPON ADR NEW 25243Q205   320,452 2,200 SH   SOLE   2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   25,007,789 327,971 SH   SOLE   315,611 0 12,360
ELEVANCE HEALTH INC COM 036752103   10,727,990 22,750 SH   SOLE   0 0 22,750
ELI LILLY & CO COM 532457108   330,516 567 SH   SOLE   567 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,740,189 217,844 SH   SOLE   204,844 0 13,000
EXXON MOBIL CORP COM 30231G102   888,122 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303   14,787,243 234,532 SH   SOLE   227,237 0 7,295
GENMAB A/S SPONSORED ADS 372303206   15,367,799 482,657 SH   SOLE   252,782 0 229,875
HDFC BANK LTD SPONSORED ADS 40415F101   136,378,929 2,032,170 SH   SOLE   1,770,142 0 262,028
HERSHEY CO COM 427866108   540,676 2,900 SH   SOLE   2,900 0 0
HOWMET AEROSPACE INC COM 443201108   86,021,846 1,589,465 SH   OTR 1 1,280,065 16,840 292,560
ICICI BANK LIMITED ADR 45104G104   127,180,869 5,334,768 SH   SOLE   4,608,373 0 726,395
ILLUMINA INC COM 452327109   8,093,464 58,126 SH   SOLE   55,326 0 2,800
IQVIA HLDGS INC COM 46266C105   72,272,700 312,355 SH   OTR 1 242,355 3,845 66,155
ISHARES TR MSCI EAFE ETF 464287465   1,437,301 19,075 SH   SOLE   19,075 0 0
JOHNSON & JOHNSON COM 478160104   22,507,394 143,597 SH   SOLE   137,937 0 5,660
LEIDOS HOLDINGS INC COM 525327102   12,730,106 117,610 SH   SOLE   115,260 0 2,350
M & T BK CORP COM 55261F104   1,457,160 10,630 SH   SOLE   10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102   45,248,278 238,815 SH   SOLE   229,630 0 9,185
MARVELL TECHNOLOGY INC COM 573874104   2,315,301 38,390 SH   SOLE   38,390 0 0
MASTERCARD INCORPORATED CL A 57636Q104   79,808,125 187,119 SH   OTR 1 144,187 2,255 40,677
MEDTRONIC PLC SHS G5960L103   18,556,754 225,258 SH   SOLE   210,358 0 14,900
MELCO RESORTS AND ENTMNT LTD ADR 585464100   105,810,789 11,929,063 SH   OTR 1 10,277,847 33,160 1,618,056
MERCADOLIBRE INC COM 58733R102   306,157,994 194,814 SH   OTR 1 159,770 652 34,392
MERCK & CO INC COM 58933Y105   1,390,005 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,154,304 12,800 SH   SOLE   12,800 0 0
MICROSOFT CORP COM 594918104   93,706,912 249,194 SH   OTR 1 198,952 2,636 47,606
NOVO-NORDISK A S ADR 670100205   11,022,184 106,546 SH   SOLE   71,341 0 35,205
NVIDIA CORPORATION COM 67066G104   98,383,377 198,666 SH   OTR 1 162,239 1,925 34,502
ONEOK INC NEW COM 682680103   888,213 12,649 SH   SOLE   12,649 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   446,551 35,810 SH   SOLE   35,810 0 0
PAYPAL HLDGS INC COM 70450Y103   8,529,235 138,890 SH   SOLE   133,240 0 5,650
PROCTER AND GAMBLE CO COM 742718109   2,447,218 16,700 SH   SOLE   11,700 0 5,000
PROLOGIS INC. COM 74340W103   3,785,987 28,402 SH   SOLE   28,402 0 0
SCHLUMBERGER LTD COM STK 806857108   22,097,745 424,630 SH   OTR 1 266,710 7,110 150,810
SHELL PLC SPON ADS 780259305   329,000 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   16,114,200 164,263 SH   SOLE   157,728 0 6,535
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   47,700,120 458,655 SH   SOLE   236,139 0 222,516
TECHNIPFMC PLC COM G87110105   230,991,823 11,469,306 SH   OTR 1 9,491,286 36,410 1,941,610
T-MOBILE US INC COM 872590104   39,674,460 247,455 SH   OTR 1 150,805 6,085 90,565
TRIP COM GROUP LTD ADS 89677Q107   350,377 9,730 SH   SOLE   9,730 0 0
UNITEDHEALTH GROUP INC COM 91324P102   52,409,562 99,549 SH   OTR 1 91,345 1,703 6,501
UNIVERSAL DISPLAY CORP COM 91347P105   73,248,181 382,977 SH   OTR 1 300,402 4,770 77,805
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   8,625,053 19,746 SH   SOLE   19,746 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   222,256 4,640 SH   SOLE   0 0 4,640
VERTEX PHARMACEUTICALS INC COM 92532F100   70,376,101 172,961 SH   OTR 1 160,262 2,467 10,232
VERTIV HOLDINGS CO COM CL A 92537N108   87,442,698 1,820,585 SH   OTR 1 1,472,199 20,290 328,096
WOLFSPEED INC COM 977852102   26,699,824 613,648 SH   OTR 1 444,573 10,080 158,995