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
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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   5,094,927 45,044 SH   SOLE   36,824 0 8,220
ADOBE INC COM 00724F101   34,002,901 76,466 SH   SOLE   71,961 0 4,505
ADVANCED ENERGY INDS COM 007973100   13,936,306 120,525 SH   SOLE   114,920 0 5,605
ALBEMARLE CORP COM 012653101   10,024,360 116,454 SH   SOLE   110,779 0 5,675
ALPHABET INC CAP STK CL A 02079K305   74,968,858 396,032 SH   OTR 1 292,404 4,967 98,661
ALPHABET INC CAP STK CL C 02079K107   6,810,134 35,760 SH   SOLE   28,540 0 7,220
AMAZON COM INC COM 023135106   39,381,602 179,505 SH   OTR 1 74,075 5,805 99,625
APPLE INC COM 037833100   58,542,937 233,779 SH   SOLE   223,076 0 10,703
ASML HOLDING N V N Y REGISTRY SHS N07059210   67,326,484 97,141 SH   OTR 1 64,951 859 31,331
ASTRAZENECA PLC SPONSORED ADR 046353108   34,277,705 523,164 SH   SOLE   416,968 0 106,196
ATLASSIAN CORPORATION CL A 049468101   128,589,580 528,349 SH   OTR 1 386,146 4,865 137,338
AUTOMATIC DATA PROCESSING IN COM 053015103   36,257,245 123,859 SH   SOLE   115,019 0 8,840
BANK AMERICA CORP COM 060505104   8,262,161 187,990 SH   OTR 1 29,240 8,660 150,090
BECTON DICKINSON & CO COM 075887109   17,936,569 79,061 SH   SOLE   78,101 0 960
BOSTON SCIENTIFIC CORP COM 101137107   29,199,065 326,904 SH   OTR 1 59,354 14,560 252,990
BROADCOM INC COM 11135F101   278,208 1,200 SH   SOLE   1,200 0 0
CAMECO CORP COM 13321L108   1,168,609 22,740 SH   SOLE   22,740 0 0
CHEVRON CORP NEW COM 166764100   782,136 5,400 SH   SOLE   5,400 0 0
COMCAST CORP NEW CL A 20030N101   24,516,473 653,250 SH   SOLE   623,780 0 29,470
CORTEVA INC COM 22052L104   47,363,892 831,529 SH   OTR 1 470,369 18,780 342,380
COTY INC COM CL A 222070203   3,066,186 440,544 SH   OTR 1 86,144 25,590 328,810
CURTISS WRIGHT CORP COM 231561101   44,175,282 124,483 SH   SOLE   118,220 0 6,263
DIAGEO PLC SPON ADR NEW 25243Q205   279,686 2,200 SH   SOLE   2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   22,067,307 298,086 SH   SOLE   287,236 0 10,850
ELANCO ANIMAL HEALTH INC COM 28414H103   18,969,467 1,566,430 SH   OTR 1 427,010 61,160 1,078,260
ELEVANCE HEALTH INC COM 036752103   7,385,378 20,020 SH   SOLE   0 0 20,020
ELI LILLY & CO COM 532457108   14,454,156 18,723 SH   OTR 1 6,070 1,516 11,137
EMERSON ELEC CO COM 291011104   223,074 1,800 SH   SOLE   1,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   6,019,238 191,940 SH   SOLE   178,940 0 13,000
EXXON MOBIL CORP COM 30231G102   955,544 8,883 SH   SOLE   8,883 0 0
FMC CORP COM NEW 302491303   9,802,547 201,657 SH   SOLE   194,507 0 7,150
GE AEROSPACE COM NEW 369604301   341,252 2,046 SH   SOLE   2,046 0 0
GENMAB A/S SPONSORED ADS 372303206   4,476,031 214,472 SH   SOLE   117,534 0 96,938
HDFC BANK LTD SPONSORED ADS 40415F101   169,356,337 2,651,994 SH   SOLE   2,315,202 0 336,792
HERSHEY CO COM 427866108   491,115 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108   296,626 9,700 SH   SOLE   9,700 0 0
HOME DEPOT INC COM 437076102   243,119 625 SH   SOLE   625 0 0
HOWMET AEROSPACE INC COM 443201108   103,779,771 948,887 SH   OTR 1 673,367 13,310 262,210
ICICI BANK LIMITED ADR 45104G104   142,687,145 4,778,538 SH   SOLE   3,993,581 0 784,957
ICON PLC SHS G4705A100   12,646,771 60,306 SH   SOLE   21,669 0 38,637
ILLUMINA INC COM 452327109   22,444,361 167,959 SH   SOLE   159,840 0 8,119
IQVIA HLDGS INC COM 46266C105   39,728,427 202,170 SH   OTR 1 148,540 2,820 50,810
ISHARES TR MSCI EAFE ETF 464287465   651,758 8,620 SH   SOLE   8,620 0 0
LEIDOS HOLDINGS INC COM 525327102   10,407,615 72,245 SH   SOLE   70,605 0 1,640
LENNAR CORP CL A 526057104   14,277,939 104,700 SH   OTR 1 61,015 2,310 41,375
M & T BK CORP COM 55261F104   1,998,546 10,630 SH   SOLE   10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102   43,274,714 203,732 SH   SOLE   195,667 0 8,065
MARVELL TECHNOLOGY INC COM 573874104   11,863,435 107,410 SH   SOLE   104,760 0 2,650
MASTERCARD INCORPORATED CL A 57636Q104   74,268,486 141,042 SH   OTR 1 92,354 2,455 46,233
MEDTRONIC PLC SHS G5960L103   15,266,506 191,118 SH   SOLE   176,918 0 14,200
MERCADOLIBRE INC COM 58733R102   199,102,819 117,089 SH   OTR 1 94,640 502 21,947
MERCK & CO INC COM 58933Y105   1,268,370 12,750 SH   SOLE   12,750 0 0
META PLATFORMS INC CL A 30303M102   26,157,659 44,675 SH   OTR 1 8,403 2,000 34,272
MICROCHIP TECHNOLOGY INC. COM 595017104   820,105 14,300 SH   SOLE   14,300 0 0
MICROSOFT CORP COM 594918104   80,840,750 191,793 SH   OTR 1 137,306 2,507 51,980
NEBIUS GROUP N.V. SHS CLASS A N97284108   259,411 9,365 SH   SOLE   9,365 0 0
NOVO-NORDISK A S ADR 670100205   11,609,259 134,960 SH   SOLE   71,193 0 63,767
NU HLDGS LTD ORD SHS CL A G6683N103   242,113 23,370 SH   SOLE   23,370 0 0
NVIDIA CORPORATION COM 67066G104   99,163,630 738,429 SH   OTR 1 544,220 9,156 185,053
ONEOK INC NEW COM 682680103   1,269,960 12,649 SH   SOLE   12,649 0 0
PAYCHEX INC COM 704326107   224,352 1,600 SH   SOLE   1,600 0 0
PAYPAL HLDGS INC COM 70450Y103   33,954,278 397,824 SH   SOLE   377,409 0 20,415
PROCTER AND GAMBLE CO COM 742718109   2,799,755 16,700 SH   SOLE   11,700 0 5,000
PROLOGIS INC. COM 74340W103   2,959,811 28,002 SH   SOLE   28,002 0 0
SCHLUMBERGER LTD COM STK 806857108   3,646,441 95,108 SH   SOLE   91,518 0 3,590
SCHWAB CHARLES CORP COM 808513105   33,340,987 450,493 SH   SOLE   427,758 0 22,735
SHARKNINJA INC COM SHS G8068L108   19,962,208 205,035 SH   SOLE   195,810 0 9,225
SHELL PLC SPON ADS 780259305   313,250 5,000 SH   SOLE   5,000 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   3,657,200 40,000 SH   SOLE   0 0 40,000
STANLEY BLACK & DECKER INC COM 854502101   11,967,465 149,053 SH   SOLE   142,853 0 6,200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   75,329,006 381,432 SH   OTR 1 139,306 6,610 235,516
TECHNIPFMC PLC COM G87110105   134,159,792 4,635,791 SH   OTR 1 3,696,166 21,380 918,245
T-MOBILE US INC COM 872590104   33,973,658 153,915 SH   OTR 1 43,500 6,060 104,355
TRIP COM GROUP LTD ADS 89677Q107   519,070 7,560 SH   SOLE   7,560 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,495,046 74,520 SH   OTR 1 13,270 3,340 57,910
UNITEDHEALTH GROUP INC COM 91324P102   36,356,664 71,871 SH   OTR 1 53,358 1,963 16,550
UNIVERSAL DISPLAY CORP COM 91347P105   35,798,824 244,862 SH   OTR 1 186,182 2,785 55,895
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,666,049 34,840 SH   SOLE   0 0 34,840
VERTEX PHARMACEUTICALS INC COM 92532F100   46,175,193 114,664 SH   OTR 1 97,575 1,617 15,472
VERTIV HOLDINGS CO COM CL A 92537N108   86,607,857 762,326 SH   OTR 1 545,666 10,710 205,950