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
Accenture Non-US Incorp.Common Stock G1151C101 105,762 380,918 SH   SOLE   300,858 0 80,060
Adobe Common Stock 00724F101 154,263 421,414 SH   SOLE   348,027 0 73,387
Alcon Non US Prime Listing H01301128 16 231 SH   SOLE   231 0 0
Alphabet -CL A Common Stock 02079K305 648,166 297,425 SH   SOLE   238,067 0 59,358
Alphabet -CL C Common Stock 02079K107 3,631 1,660 SH   SOLE   1,510 0 150
Amazon.com Common Stock 023135106 338,607 3,188,090 SH   SOLE   2,487,213 0 700,877
Aon Non-US Incorp.Common Stock G0403H108 126,312 468,379 SH   SOLE   372,254 0 96,125
Ares Management Common Stock 03990B101 522 9,180 SH   SOLE   9,180 0 0
ASML Holding ADR N07059210 42,693 89,712 SH   SOLE   69,777 0 19,935
AstraZeneca ADR 046353108 151,647 2,295,235 SH   SOLE   1,642,511 0 652,724
Automatic Data Processing Common Stock 053015103 117,421 559,040 SH   SOLE   440,169 0 118,871
Bank of Montreal Non US Prime Listing 063671101 9,789 101,798 SH   SOLE   101,704 0 94
Boston Scientific Common Stock 101137107 197,426 5,297,165 SH   SOLE   4,235,396 0 1,061,769
CAE Non US Prime Listing 124765108 3,126 126,907 SH   SOLE   126,907 0 0
Capgemini ADR 13961R100 48 1,399 SH   SOLE   1,399 0 0
Charles Schwab Common Stock 808513105 476,098 7,535,582 SH   SOLE   6,076,036 0 1,459,546
DBS Group ADR 23304Y100 32 372 SH   SOLE   372 0 0
Entain ADR 293603106 20 1,344 SH   SOLE   1,344 0 0
EPAM Systems Common Stock 29414B104 74,130 251,471 SH   SOLE   199,445 0 52,026
Evolution Gaming ADR 30051E104 1,055 11,626 SH   SOLE   10,901 0 725
Fiserv Common Stock 337738108 122,095 1,372,323 SH   SOLE   1,100,696 0 271,627
FleetCor Technologies Common Stock 339041105 173,535 825,921 SH   SOLE   653,177 0 172,744
Global Payments Common Stock 37940X102 124,819 1,128,156 SH   SOLE   909,110 0 219,046
Granite Real Estate Investment Trust Non US Prime Listing 387437114 4,601 75,031 SH   SOLE   75,031 0 0
Grifols ADR 398438200 24 2,578 SH   SOLE   2,578 0 0
HDFC Bank ADR 40415F101 118,229 2,151,178 SH   SOLE   1,764,558 0 386,620
ICICI Bank ADR 45104G104 8,088 455,896 SH   SOLE   455,896 0 0
Intuit Common Stock 461202103 115,680 300,129 SH   SOLE   244,068 0 56,061
iShares Russell 1000 Growth Exchange Traded Fund 464287614 36,068 164,923 SH   SOLE   164,923 0 0
Keurig Dr Pepper Common Stock 49271V100 152,174 4,299,896 SH   SOLE   3,355,065 0 944,831
Lamar Advertising Common Stock 512816109 1,989 22,610 SH   SOLE   22,610 0 0
Linde Common Stock G5494J103 169,490 589,470 SH   SOLE   466,332 0 123,138
Marsh & McLennan Common Stock 571748102 509 3,280 SH   SOLE   3,280 0 0
MasterCard Common Stock 57636Q104 116,452 369,128 SH   SOLE   275,811 0 93,317
Meta Platforms Common Stock 30303M102 361,644 2,242,748 SH   SOLE   1,802,971 0 439,777
Microsoft Common Stock 594918104 779,491 3,035,045 SH   SOLE   2,395,835 0 639,210
Monster Beverage Common Stock 61174X109 119,398 1,288,007 SH   SOLE   985,206 0 302,801
Neurocrine Biosciences Common Stock 64125C109 129,791 1,331,460 SH   SOLE   1,022,740 0 308,720
Nexi Spa ADR 65343F105 15 1,798 SH   SOLE   1,798 0 0
Nice Ltd ADR 653656108 27,596 143,392 SH   SOLE   143,392 0 0
NVIDIA Common Stock 67066G104 91,045 600,593 SH   SOLE   479,740 0 120,853
O Reilly Automotive Common Stock 67103H107 100,595 159,231 SH   SOLE   132,336 0 26,895
Paypal Holdings Common Stock 70450Y103 88,305 1,264,386 SH   SOLE   1,008,406 0 255,980
Prologis Common Stock 74340W103 1,066 9,060 SH   SOLE   9,060 0 0
Royal Bank of Canada Non US Prime Listing 780087102 2,122 21,919 SH   SOLE   21,919 0 0
SAP ADR 803054204 11 117 SH   SOLE   117 0 0
Sonova Holdings ADR 83569C102 17 274 SH   SOLE   274 0 0
Taiwan Semiconductor ADR 874039100 41,487 507,485 SH   SOLE   435,466 0 72,019
Teleperformance ADR 87946F100 16 105 SH   SOLE   105 0 0
Thai Beverage ADR 88321L100 20 389 SH   SOLE   389 0 0
The Cooper Companies Common Stock 216648402 1,905 6,085 SH   SOLE   6,085 0 0
Toronto-Dominion Bank Non US Prime Listing 891160509 7,401 112,890 SH   SOLE   112,890 0 0
United Parcel Service Common Stock 911312106 85,513 468,462 SH   SOLE   367,561 0 100,901
UnitedHealth Group Common Stock 91324P102 237,926 463,225 SH   SOLE   361,354 0 101,871
Visa Common Stock 92826C839 285,696 1,451,043 SH   SOLE   1,189,131 0 261,912
Willis Towers Watson Non-US Incorp.Common Stock G96629103 3,715 18,822 SH   SOLE   18,776 0 46
Worldline ADR 98161H101 14 733 SH   SOLE   733 0 0