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
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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   5,265,353 15,191 SH   SOLE   15,191 0 0
ADOBE INC Common Stock 00724F101   8,075,114 16,003 SH   SOLE   16,003 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   8,292,906 56,992 SH   SOLE   56,992 0 0
ALCON INC Common Stock H01301128   6,779,307 81,394 SH   SOLE   81,394 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   39,759,317 121,247 SH   SOLE   93,356 0 27,891
ALPHABET INC Common Stock 02079K305   111,442,336 738,371 SH   SOLE   484,841 0 253,530
ANSYS INC Common Stock 03662Q105   10,732,452 30,915 SH   SOLE   30,915 0 0
APTIV PLC Common Stock G6095L109   7,377,184 92,620 SH   SOLE   92,620 0 0
ASML HOLDING NV NY Reg Shrs N07059210   6,835,991 7,044 SH   SOLE   7,044 0 0
AUTODESK INC Common Stock 052769106   92,086,075 353,606 SH   SOLE   282,899 0 70,707
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   61,286,946 245,403 SH   SOLE   191,130 0 54,273
BECTON DICKINSON & CO Common Stock 075887109   6,711,092 27,121 SH   SOLE   27,121 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   121,864,118 33,591 SH   SOLE   24,984 0 8,607
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   6,595,712 21,189 SH   SOLE   21,189 0 0
CARLISLE COS INC Common Stock 142339100   8,739,039 22,302 SH   SOLE   22,302 0 0
CEMEX SAB DE CV ADR 151290889   26,751,186 2,969,055 SH   SOLE   1,832,623 0 1,136,432
CHARLES SCHWAB CORP/THE Common Stock 808513105   11,968,871 165,453 SH   SOLE   165,453 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   56,786,823 346,240 SH   SOLE   257,592 0 88,648
COSTAR GROUP INC Common Stock 22160N109   10,137,784 104,946 SH   SOLE   104,946 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   11,123,484 132,786 SH   SOLE   132,786 0 0
ELECTRONIC ARTS INC Common Stock 285512109   54,262,031 409,000 SH   SOLE   287,851 0 121,149
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   55,711,395 122,607 SH   SOLE   91,850 0 30,757
FRESHWORKS INC Common Stock 358054104   24,760,556 1,359,723 SH   SOLE   950,323 0 409,400
H WORLD GROUP LTD ADR 44332N106   62,501 1,615 SH   SOLE   0 0 1,615
HDFC BANK LTD ADR 40415F101   1,744,194 31,163 SH   SOLE   31,163 0 0
ICON PLC Common Stock G4705A100   90,519,376 269,443 SH   SOLE   196,487 0 72,956
IDEXX LABORATORIES INC Common Stock 45168D104   6,920,823 12,818 SH   SOLE   12,818 0 0
INTUIT INC Common Stock 461202103   94,229,200 144,968 SH   SOLE   109,812 0 35,156
ISHARES MSCI INDIA ETF ETP 46429B598   4,559,525 88,380 SH   SOLE   88,380 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   2,339,774 52,984 SH   SOLE   52,984 0 0
JOHNSON & JOHNSON Common Stock 478160104   55,799,783 352,739 SH   SOLE   246,024 0 106,715
KE HOLDINGS INC ADR 482497104   18,474,059 1,345,525 SH   SOLE   822,462 0 523,063
MASTERCARD INC Common Stock 57636Q104   9,428,660 19,579 SH   SOLE   19,579 0 0
MICROSOFT CORP Common Stock 594918104   176,792,435 420,214 SH   SOLE   326,552 0 93,662
MONSTER BEVERAGE CORP Common Stock 61174X109   28,949,566 488,353 SH   SOLE   400,972 0 87,381
MOODY'S CORP Common Stock 615369105   70,307,172 178,885 SH   SOLE   131,228 0 47,657
MOTOROLA SOLUTIONS INC Common Stock 620076307   19,258,375 54,252 SH   SOLE   38,725 0 15,527
NETEASE INC ADR 64110W102   54,382,384 525,586 SH   SOLE   390,781 0 134,805
NEW ORIENTAL EDUCATION & TECHN ADR 647581206   35,775,571 412,066 SH   SOLE   253,444 0 158,622
NEXTERA ENERGY INC Common Stock 65339F101   12,031,314 188,254 SH   SOLE   188,254 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   7,223,704 6,399 SH   SOLE   6,399 0 0
PDD HOLDINGS INC ADR 722304102   28,130,408 241,982 SH   SOLE   149,151 0 92,831
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   56,736,052 619,254 SH   SOLE   619,254 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   8,290,378 28,457 SH   SOLE   28,457 0 0
RYANAIR HOLDINGS PLC ADR 783513203   8,233,552 56,553 SH   SOLE   56,553 0 0
S&P GLOBAL INC Common Stock 78409V104   59,665,108 140,240 SH   SOLE   106,432 0 33,808
STRYKER CORP Common Stock 863667101   7,153,822 19,990 SH   SOLE   19,990 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   22,739,125 167,138 SH   SOLE   167,138 0 0
TE CONNECTIVITY LTD Common Stock H84989104   8,807,935 60,644 SH   SOLE   60,644 0 0
TERNIUM SA ADR 880890108   30,877,795 741,898 SH   SOLE   462,972 0 278,926
TEXAS INSTRUMENTS INC Common Stock 882508104   12,423,090 71,311 SH   SOLE   71,311 0 0
TRADEWEB MARKETS INC Common Stock 892672106   6,892,409 66,165 SH   SOLE   66,165 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   3,348,731 11,155 SH   SOLE   11,155 0 0
TRIP.COM GROUP LTD ADR 89677Q107   27,145,044 618,479 SH   SOLE   383,425 0 235,054
VALE SA ADR 91912E105   37,445,864 3,071,851 SH   SOLE   1,835,279 0 1,236,572
VEEVA SYSTEMS INC Common Stock 922475108   7,499,806 32,370 SH   SOLE   32,370 0 0
VERISIGN INC Common Stock 92343E102   74,677,743 394,057 SH   SOLE   291,365 0 102,692
VISA INC Common Stock 92826C839   188,644,964 675,953 SH   SOLE   499,213 0 176,740
WASTE MANAGEMENT INC Common Stock 94106L109   14,669,623 68,823 SH   SOLE   68,823 0 0
WEST PHARMACEUTICAL SERVICES I Common Stock 955306105   4,999,401 12,634 SH   SOLE   12,634 0 0
ZOETIS INC Common Stock 98978V103   7,785,691 46,012 SH   SOLE   46,012 0 0