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
ABBOTT LABS COM 002824100   4,319,704 44,602 SH   SOLE   36,382 0 8,220
ADOBE INC COM 00724F101   44,123,177 86,533 SH   SOLE   81,651 0 4,882
ADVANCED ENERGY INDS COM 007973100   13,879,436 134,595 SH   SOLE   128,280 0 6,315
ALBEMARLE CORP COM 012653101   21,602,222 127,042 SH   SOLE   120,835 0 6,207
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   166,120,024 1,915,149 SH   OTR 1 1,615,523 4,030 295,596
ALKERMES PLC SHS G01767105   157,081,873 5,608,064 SH   OTR 1 4,505,594 13,400 1,089,070
ALPHABET INC CAP STK CL C 02079K107   19,420,187 147,290 SH   SOLE   125,930 0 21,360
ALPHABET INC CAP STK CL A 02079K305   60,975,918 465,963 SH   OTR 1 358,608 6,700 100,655
AMAZON COM INC COM 023135106   34,565,835 271,915 SH   OTR 1 167,155 6,750 98,010
APPLE INC COM 037833100   45,591,511 266,290 SH   SOLE   254,142 0 12,148
APTIV PLC SHS G6095L109   121,364,191 1,230,999 SH   SOLE   1,070,214 0 160,785
ASML HOLDING N V N Y REGISTRY SHS N07059210   60,252,294 102,355 SH   OTR 1 73,240 659 28,456
ASTRAZENECA PLC SPONSORED ADR 046353108   44,263,620 653,627 SH   SOLE   507,312 0 146,315
ATLASSIAN CORPORATION CL A 049468101   174,937,884 868,135 SH   OTR 1 707,458 4,490 156,187
AUTOMATIC DATA PROCESSING IN COM 053015103   32,714,790 135,983 SH   SOLE   126,823 0 9,160
BECTON DICKINSON & CO COM 075887109   25,539,662 98,788 SH   SOLE   95,896 0 2,892
BIOMARIN PHARMACEUTICAL INC COM 09061G101   15,230,062 172,130 SH   OTR 1 98,100 4,700 69,330
BLACKSTONE MTG TR INC COM CL A 09257W100   206,625 9,500 SH   SOLE   9,500 0 0
BOEING CO COM 097023105   3,156,011 16,465 SH   SOLE   16,465 0 0
BOSTON SCIENTIFIC CORP COM 101137107   34,326,864 650,130 SH   OTR 1 374,780 17,900 257,450
CAMECO CORP COM 13321L108   242,597 6,120 SH   SOLE   6,120 0 0
CHEVRON CORP NEW COM 166764100   927,410 5,500 SH   SOLE   5,500 0 0
COMCAST CORP NEW CL A 20030N101   32,416,398 731,087 SH   SOLE   698,062 0 33,025
CORTEVA INC COM 22052L104   39,385,321 769,846 SH   OTR 1 604,909 9,650 155,287
COTY INC COM CL A 222070203   33,404,418 3,045,070 SH   OTR 1 1,779,210 71,380 1,194,480
CURTISS WRIGHT CORP COM 231561101   17,041,329 87,110 SH   SOLE   83,550 0 3,560
DENTSPLY SIRONA INC COM 24906P109   23,069,512 675,337 SH   SOLE   653,547 0 21,790
DIAGEO PLC SPON ADR NEW 25243Q205   328,196 2,200 SH   SOLE   2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   22,961,193 331,426 SH   SOLE   318,666 0 12,760
ELEVANCE HEALTH INC COM 036752103   9,913,643 22,768 SH   SOLE   0 0 22,768
ENTERPRISE PRODS PARTNERS L COM 293792107   5,987,625 218,766 SH   SOLE   205,766 0 13,000
EXXON MOBIL CORP COM 30231G102   1,044,463 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303   15,742,169 235,063 SH   SOLE   227,608 0 7,455
GENMAB A/S SPONSORED ADS 372303206   20,891,056 592,318 SH   SOLE   366,146 0 226,172
HDFC BANK LTD SPONSORED ADS 40415F101   12,858,692 217,907 SH   SOLE   207,712 0 10,195
HERSHEY CO COM 427866108   580,232 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108   241,137 11,700 SH   SOLE   11,700 0 0
HOWMET AEROSPACE INC COM 443201108   75,068,283 1,623,098 SH   OTR 1 1,294,888 18,210 310,000
ICICI BANK LIMITED ADR 45104G104   128,047,415 5,538,383 SH   SOLE   4,816,458 0 721,925
ILLUMINA INC COM 452327109   8,843,715 64,421 SH   SOLE   61,511 0 2,910
IQVIA HLDGS INC COM 46266C105   62,199,758 316,136 SH   OTR 1 243,696 4,070 68,370
JOHNSON & JOHNSON COM 478160104   22,474,569 144,299 SH   SOLE   138,504 0 5,795
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,435,930 122,163 SH   SOLE   122,163 0 0
LEIDOS HOLDINGS INC COM 525327102   10,950,451 118,820 SH   SOLE   116,170 0 2,650
M & T BK CORP COM 55261F104   1,344,164 10,630 SH   SOLE   10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102   46,450,327 244,090 SH   SOLE   234,480 0 9,610
MARVELL TECHNOLOGY INC COM 573874104   2,078,051 38,390 SH   SOLE   38,390 0 0
MASTERCARD INCORPORATED CL A 57636Q104   72,930,581 184,210 SH   OTR 1 144,750 2,389 37,071
MEDTRONIC PLC SHS G5960L103   17,824,784 227,473 SH   SOLE   211,763 0 15,710
MELCO RESORTS AND ENTMNT LTD ADR 585464100   122,862,105 12,422,862 SH   OTR 1 10,775,054 35,660 1,612,148
MERCADOLIBRE INC COM 58733R102   257,484,874 203,083 SH   OTR 1 167,699 692 34,692
MERCK & CO INC COM 58933Y105   1,312,613 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   999,040 12,800 SH   SOLE   12,800 0 0
MICROSOFT CORP COM 594918104   81,665,580 258,640 SH   OTR 1 206,533 2,792 49,315
NOVO-NORDISK A S ADR 670100205   3,657,243 40,216 SH   SOLE   40,216 0 0
NVIDIA CORPORATION COM 67066G104   86,997,130 199,998 SH   OTR 1 162,997 1,851 35,150
ONEOK INC NEW COM 682680103   802,326 12,649 SH   SOLE   12,649 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   319,775 37,140 SH   SOLE   37,140 0 0
PAYPAL HLDGS INC COM 70450Y103   8,949,934 153,095 SH   SOLE   147,345 0 5,750
PROCTER AND GAMBLE CO COM 742718109   2,435,862 16,700 SH   SOLE   11,700 0 5,000
PROLOGIS INC. COM 74340W103   3,216,724 28,667 SH   SOLE   28,667 0 0
RTX CORPORATION COM 75513E101   2,932,778 40,750 SH   SOLE   39,720 0 1,030
SCHLUMBERGER LTD COM STK 806857108   12,529,253 214,910 SH   OTR 1 104,090 4,900 105,920
SHELL PLC SPON ADS 780259305   373,404 5,800 SH   SOLE   5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   9,732,920 106,000 SH   SOLE   0 0 106,000
STANLEY BLACK & DECKER INC COM 854502101   12,922,889 154,617 SH   SOLE   147,672 0 6,945
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   29,558,340 340,142 SH   SOLE   178,842 0 161,300
TECHNIPFMC PLC COM G87110105   274,776,640 13,509,176 SH   OTR 1 11,256,976 43,640 2,208,560
T-MOBILE US INC COM 872590104   35,190,364 251,270 SH   OTR 1 151,310 6,435 93,525
TRIP COM GROUP LTD ADS 89677Q107   352,847 10,090 SH   SOLE   10,090 0 0
UNITEDHEALTH GROUP INC COM 91324P102   47,420,078 94,052 SH   OTR 1 86,518 1,548 5,986
UNIVERSAL DISPLAY CORP COM 91347P105   64,128,688 408,489 SH   OTR 1 313,099 5,670 89,720
VERTEX PHARMACEUTICALS INC COM 92532F100   61,147,645 175,843 SH   OTR 1 162,950 2,611 10,282
VERTIV HOLDINGS CO COM CL A 92537N108   67,519,488 1,815,040 SH   OTR 1 1,488,504 18,920 307,616
WOLFSPEED INC COM 977852102   24,148,275 633,813 SH   OTR 1 458,638 10,670 164,505