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
ABBOTT LABS COM 002824100 5,113 47,059 SH   SOLE   38,839 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 18,106 232,550 SH   OTR 1 197,590 10,930 24,030
ADOBE SYSTEMS INCORPORATED COM 00724F101 45,037 123,033 SH   OTR 1 112,970 1,468 8,595
ADVANCED ENERGY INDS COM 007973100 27,449 376,123 SH   SOLE   358,433 0 17,690
AIR PRODS & CHEMS INC COM 009158106 255 1,060 SH   SOLE   1,060 0 0
ALBEMARLE CORP COM 012653101 33,953 162,469 SH   SOLE   154,097 0 8,372
ALKERMES PLC SHS G01767105 159,606 5,357,716 SH   OTR 1 4,707,506 18,640 631,570
ALPHABET INC CAP STK CL C 02079K107 14,619 6,683 SH   SOLE   6,172 0 511
ALPHABET INC CAP STK CL A 02079K305 50,775 23,299 SH   OTR 1 20,949 460 1,890
AMAZON COM INC COM 023135106 16,687 157,110 SH   OTR 1 133,590 7,280 16,240
APPLE INC COM 037833100 42,141 308,232 SH   SOLE   293,514 0 14,718
APPLIED MATLS INC COM 038222105 202 2,225 SH   SOLE   2,225 0 0
APTIV PLC SHS G6095L109 220,878 2,479,828 SH   SOLE   2,152,895 0 326,933
ASML HOLDING N V N Y REGISTRY SHS N07059210 103,358 217,194 SH   OTR 1 148,901 1,949 66,344
ASTRAZENECA PLC SPONSORED ADR 046353108 52,420 793,401 SH   SOLE   568,921 0 224,480
ATLASSIAN CORP PLC CL A G06242104 124,688 665,358 SH   SOLE   579,507 0 85,851
AUTOMATIC DATA PROCESSING IN COM 053015103 38,875 185,083 SH   SOLE   171,668 0 13,415
BAIDU INC SPON ADR REP A 056752108 388 2,609 SH   SOLE   2,609 0 0
BECTON DICKINSON & CO COM 075887109 26,198 106,267 SH   SOLE   102,672 0 3,595
BLACKSTONE MTG TR INC COM CL A 09257W100 347 12,550 SH   SOLE   12,550 0 0
BOSTON SCIENTIFIC CORP COM 101137107 23,611 633,500 SH   OTR 1 536,960 30,070 66,470
CHEVRON CORP NEW COM 166764100 912 6,300 SH   SOLE   6,300 0 0
COMCAST CORP NEW CL A 20030N101 24,153 615,524 SH   SOLE   581,174 0 34,350
CORTEVA INC COM 22052L104 46,522 859,282 SH   OTR 1 776,910 20,310 62,062
COTY INC COM CL A 222070203 7,510 937,640 SH   OTR 1 797,620 43,240 96,780
DENTSPLY SIRONA INC COM 24906P109 17,138 479,665 SH   SOLE   459,485 0 20,180
DIAGEO PLC SPON ADR NEW 25243Q205 383 2,200 SH   SOLE   2,200 0 0
DLOCAL LTD CLASS A COM G29018101 254 9,660 SH   SOLE   9,660 0 0
EATON VANCE MUN BD FD COM 27827X101 140 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 57,700 606,794 SH   OTR 1 554,688 11,736 40,370
EMBECTA CORP COMMON STOCK 29082K105 539 21,273 SH   SOLE   20,533 0 740
ENTERPRISE PRODS PARTNERS L COM 293792107 5,525 226,712 SH   SOLE   213,712 0 13,000
EXXON MOBIL CORP COM 30231G102 761 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303 27,107 253,312 SH   SOLE   243,292 0 10,020
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1,202 48,195 SH   SOLE   38,495 0 9,700
GENMAB A/S SPONSORED ADS 372303206 30,328 933,449 SH   SOLE   524,956 0 408,493
HDFC BANK LTD SPONSORED ADS 40415F101 12,165 221,336 SH   SOLE   209,096 0 12,240
HERSHEY CO COM 427866108 624 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 1,015 29,700 SH   SOLE   29,700 0 0
HOWMET AEROSPACE INC COM 443201108 56,526 1,797,318 SH   OTR 1 1,630,308 35,110 131,900
IAA INC COM 449253103 271 8,260 SH   SOLE   8,260 0 0
ICICI BANK LIMITED ADR 45104G104 160,393 9,041,332 SH   SOLE   7,757,252 0 1,284,080
IQVIA HLDGS INC COM 46266C105 65,919 303,789 SH   OTR 1 277,299 5,220 21,270
ISHARES TR CORE S&P500 ETF 464287200 1,139 3,005 SH   SOLE   3,005 0 0
JD.COM INC SPON ADR CL A 47215P106 8,873 138,165 SH   SOLE   73,775 0 64,390
JOHNSON & JOHNSON COM 478160104 27,555 155,232 SH   SOLE   148,487 0 6,745
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 382 17,760 SH   SOLE   17,760 0 0
LEIDOS HOLDINGS INC COM 525327102 19,012 188,784 SH   SOLE   180,244 0 8,540
M & T BK CORP COM 55261F104 2,029 12,730 SH   SOLE   12,730 0 0
MARSH & MCLENNAN COS INC COM 571748102 42,057 270,899 SH   SOLE   259,629 0 11,270
MASTERCARD INCORPORATED CL A 57636Q104 57,070 180,900 SH   OTR 1 166,257 3,326 11,317
MEDTRONIC PLC SHS G5960L103 22,151 246,812 SH   SOLE   230,022 0 16,790
MELCO RESORTS AND ENTMNT LTD ADR 585464100 110,963 19,297,960 SH   SOLE   16,787,045 0 2,510,915
MERCADOLIBRE INC COM 58733R102 215 337 SH   SOLE   337 0 0
MERCK & CO INC COM 58933Y105 1,162 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 871 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 13,527 244,700 SH   OTR 1 208,160 11,320 25,220
MICROSOFT CORP COM 594918104 68,666 267,361 SH   OTR 1 243,382 4,311 19,668
NOVO-NORDISK A S ADR 670100205 4,347 39,008 SH   SOLE   39,008 0 0
NVIDIA CORPORATION COM 67066G104 45,441 299,761 SH   OTR 1 274,313 3,761 21,687
ONEOK INC NEW COM 682680103 785 14,149 SH   SOLE   14,149 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 269 26,310 SH   SOLE   26,310 0 0
PAYPAL HLDGS INC COM 70450Y103 6,534 93,550 SH   OTR 1 79,560 4,375 9,615
PROCTER AND GAMBLE CO COM 742718109 2,657 18,478 SH   SOLE   13,478 0 5,000
PROLOGIS INC. COM 74340W103 3,400 28,896 SH   SOLE   28,896 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 6,348 181,840 SH   OTR 1 154,040 8,690 19,110
SCHLUMBERGER LTD COM STK 806857108 7,451 208,370 SH   OTR 1 176,720 9,780 21,870
SEA LTD SPONSORD ADS 81141R100 55,103 824,159 SH   SOLE   720,010 0 104,149
SHELL PLC SPON ADS 780259305 303 5,800 SH   SOLE   5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4,080 44,600 SH   SOLE   0 0 44,600
STANLEY BLACK & DECKER INC COM 854502101 16,749 159,723 SH   SOLE   152,308 0 7,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 55,179 674,978 SH   SOLE   392,456 0 282,522
TJX COS INC NEW COM 872540109 24,491 438,520 SH   OTR 1 372,970 20,310 45,240
T-MOBILE US INC COM 872590104 31,543 234,450 SH   OTR 1 199,450 10,840 24,160
UNITEDHEALTH GROUP INC COM 91324P102 53,884 104,908 SH   OTR 1 95,348 2,152 7,408
UNIVERSAL DISPLAY CORP COM 91347P105 26,102 258,077 SH   OTR 1 235,477 5,540 17,060
VERTEX PHARMACEUTICALS INC COM 92532F100 65,351 231,914 SH   OTR 1 210,739 5,135 16,040
VERTIV HOLDINGS CO COM CL A 92537N108 20,570 2,502,445 SH   OTR 1 2,266,044 59,440 176,961
WOLFSPEED INC COM 977852102 27,782 437,862 SH   OTR 1 394,837 10,190 32,835