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 PLC Ireland Class A COM g1151c101 2,478 14,078 SH   SOLE   14,078 0 0
Adobe Systems Inc COM 00724f101 2,459 9,227 SH   SOLE   9,227 0 0
AerCap Holdings NV COM n00985106 12,474 268,030 SH   SOLE   121,300 0 146,730
Allegion Pub Ltd Co COM g0176j109 1,318 14,525 SH   SOLE   14,525 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 2,133 1,812 SH   SOLE   1,812 0 0
American Express Co COM 025816109 2,201 20,136 SH   SOLE   20,136 0 0
Ametek Inc COM 031100100 1,394 16,800 SH   SOLE   16,800 0 0
Amgen Inc COM 031162100 1,275 6,713 SH   SOLE   6,713 0 0
Amphenol Corp New COM 032095101 2,370 25,090 SH   SOLE   25,090 0 0
Analog Devices Inc COM 032654105 1,267 12,040 SH   SOLE   12,040 0 0
Ansys Inc COM 03662q105 1,998 10,936 SH   SOLE   10,936 0 0
Aon Plc COM g0408v102 2,599 15,227 SH   SOLE   15,227 0 0
Apple Inc COM 037833100 2,325 12,243 SH   SOLE   12,243 0 0
Arrow Electronics Inc COM 042735100 1,158 15,029 SH   SOLE   15,029 0 0
BANK MONTREAL QUE COM 063671101 382 5,108 SH   SOLE   5,108 0 0
Biogen Inc COM 09062x103 1,428 6,042 SH   SOLE   6,042 0 0
Booking Holdings Inc COM 09857l108 1,129 647 SH   SOLE   647 0 0
BP PLC Sp ADR COM 055622104 1,343 30,724 SH   SOLE   30,724 0 0
Broadcom Ltd COM 11135f101 1,298 4,316 SH   SOLE   4,316 0 0
Cadence Design System Inc COM 127387108 1,367 21,520 SH   SOLE   21,520 0 0
CAE Inc COM 124765108 1,108 50,016 SH   SOLE   50,016 0 0
Canadian Imperial Bank Comm To COM 136069101 1,194 15,096 SH   SOLE   15,096 0 0
Canadian National Railway Co COM 136375102 851 9,507 SH   SOLE   9,507 0 0
CDW Corp COM 12514g108 1,281 13,294 SH   SOLE   13,294 0 0
CGI Inc Cl A COM 12532h104 2,891 42,047 SH   SOLE   42,047 0 0
Check Point Software Tech Ltd COM m22465104 14,386 113,735 SH   SOLE   51,215 0 62,520
Cheniere Energy Inc COM 16411r208 1,299 19,000 SH   SOLE   19,000 0 0
Cisco Systems Inc COM 17275r102 2,234 41,384 SH   SOLE   41,384 0 0
Cognizant Technology Solutions COM 192446102 1,051 14,500 SH   SOLE   14,500 0 0
Danaher Corp COM 235851102 2,317 17,552 SH   SOLE   17,552 0 0
Disney Walt Co Disney COM 254687106 2,108 18,989 SH   SOLE   18,989 0 0
Dowdupont Inc COM 26078j100 1,125 21,100 SH   SOLE   21,100 0 0
ENI SPA Sp ADR COM 26874r108 439 12,448 SH   SOLE   12,448 0 0
Exelon Corp COM 30161n101 2,312 46,129 SH   SOLE   46,129 0 0
Expeditors Intl Wash Inc COM 302130109 1,269 16,724 SH   SOLE   16,724 0 0
Facebook Inc Cl A COM 30303m102 2,274 13,640 SH   SOLE   13,640 0 0
Fiserv Inc COM 337738108 2,607 29,533 SH   SOLE   29,533 0 0
Fortis Inc COM 349553107 945 25,559 SH   SOLE   25,559 0 0
General Dynamics Corp COM 369550108 870 5,140 SH   SOLE   5,140 0 0
HCA Healthcare Inc COM 40412c101 1,882 14,437 SH   SOLE   14,437 0 0
Home Depot Inc COM 437076102 2,268 11,819 SH   SOLE   11,819 0 0
Honeywell Intl Inc COM 438516106 1,276 8,030 SH   SOLE   8,030 0 0
Humana Inc COM 444859102 733 2,754 SH   SOLE   2,754 0 0
Huntington Ingalls Industries COM 446413106 699 3,371 SH   SOLE   3,371 0 0
Icon PLC COM g4705a100 14,822 108,521 SH   SOLE   55,631 0 52,890
Ihs Markit Ltd COM g47567105 1,981 36,436 SH   SOLE   36,436 0 0
Ingersoll-Rand PLC COM g47791101 1,382 12,801 SH   SOLE   12,801 0 0
Intel Corp COM 458140100 1,261 23,487 SH   SOLE   23,487 0 0
Intuitive Surgical Inc COM 46120e602 1,361 2,386 SH   SOLE   2,386 0 0
Iqvia Holdings Inc COM 46266c105 1,395 9,701 SH   SOLE   9,701 0 0
Johnson & Johnson COM 478160104 1,137 8,131 SH   SOLE   8,131 0 0
Laboratory Corp America Holdin COM 50540r409 1,073 7,014 SH   SOLE   7,014 0 0
Lockheed Martin Corp COM 539830109 825 2,749 SH   SOLE   2,749 0 0
LyondellBasell Industries NV A COM n53745100 926 11,007 SH   SOLE   11,007 0 0
Magna Intl Inc COM 559222401 1,087 22,318 SH   SOLE   22,318 0 0
Mastercard Incorporated COM 57636q104 2,830 12,021 SH   SOLE   12,021 0 0
Monster Beverage Corp COM 61174x109 1,157 21,200 SH   SOLE   21,200 0 0
Moodys Corp COM 615369105 1,572 8,680 SH   SOLE   8,680 0 0
MSCI Inc COM 55354g100 1,621 8,150 SH   SOLE   8,150 0 0
Nvr Inc COM 62944t105 1,080 390 SH   SOLE   390 0 0
Open Text Corp COM 683715106 1,300 33,827 SH   SOLE   33,827 0 0
Oracle Corp COM 68389x105 1,996 37,168 SH   SOLE   37,168 0 0
Pfizer Inc COM 717081103 2,057 48,433 SH   SOLE   48,433 0 0
Phillips 66 COM 718546104 2,090 21,956 SH   SOLE   21,956 0 0
Progressive Corp Ohio COM 743315103 581 8,064 SH   SOLE   8,064 0 0
Public Service Enterprise Grou COM 744573106 2,315 38,959 SH   SOLE   38,959 0 0
Raytheon Co COM 755111507 2,078 11,410 SH   SOLE   11,410 0 0
Rio Tinto PLC Sp ADR COM 767204100 1,296 22,019 SH   SOLE   22,019 0 0
Roper Technologies Inc COM 776696106 2,898 8,475 SH   SOLE   8,475 0 0
Royal Bank of Canada Montreal COM 780087102 1,853 24,528 SH   SOLE   24,528 0 0
S&P Global Inc COM 78409v104 2,298 10,913 SH   SOLE   10,913 0 0
Sherwin Williams Co COM 824348106 1,345 3,122 SH   SOLE   3,122 0 0
Simon Property Group Inc COM 828806109 2,252 12,360 SH   SOLE   12,360 0 0
Sirius XM Holdings Inc COM 82968b103 1,926 339,622 SH   SOLE   339,622 0 0
Stryker Corp COM 863667101 1,366 6,914 SH   SOLE   6,914 0 0
Synopsys Inc COM 871607107 1,452 12,611 SH   SOLE   12,611 0 0
TE Connectivity Ltd Reg COM h84989104 1,106 13,701 SH   SOLE   13,701 0 0
Telus Corp COM 87971m103 1,247 33,670 SH   SOLE   33,670 0 0
Texas Instruments Inc COM 882508104 2,000 18,854 SH   SOLE   18,854 0 0
Thermo Fisher Scientific Inc COM 883556102 2,917 10,658 SH   SOLE   10,658 0 0
Toronto Dominion Bank Ont COM 891160509 1,918 35,311 SH   SOLE   35,311 0 0
Unitedhealth Group Inc COM 91324p102 1,000 4,043 SH   SOLE   4,043 0 0
Verisk Analytics Inc COM 92345y106 2,675 20,114 SH   SOLE   20,114 0 0
Verizon Communications Inc COM 92343v104 889 15,040 SH   SOLE   15,040 0 0
Visa Inc Cl A COM 92826c839 2,321 14,858 SH   SOLE   14,858 0 0
Yum Brands Inc COM 988498101 2,530 25,346 SH   SOLE   25,346 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 8,684 47,595 SH   SOLE   30,695 0 16,900
ASM Intl NV NY Register Sh ADR n07045102 413 7,618 SH   SOLE   7,618 0 0
Autohome Inc Sp ADR Rp Cl A ADR 05278c107 1,887 17,949 SH   SOLE   17,949 0 0
Baidu Inc Sp ADR A ADR 056752108 2,778 16,850 SH   SOLE   15,650 0 1,200
BHP GROUP LTD ADR 088606108 1,390 25,419 SH   SOLE   25,419 0 0
China Petroleum & Chem Corp Sp ADR 16941r108 416 5,227 SH   SOLE   5,227 0 0
Chunghwa Telecom Co Ltd Sp ADR ADR 17133q502 395 11,100 SH   SOLE   11,100 0 0
Diageo PLC Sp ADR ADR 25243q205 1,387 8,477 SH   SOLE   8,477 0 0
Edenred SA ADR ADR 279655104 1,453 63,500 SH   SOLE   63,500 0 0
HDFC Bank Ltd ADR Reps 3 ADR 40415f101 287 2,480 SH   SOLE   2,480 0 0
Honda Motor Ltd American ADR 438128308 1,203 44,283 SH   SOLE   44,283 0 0
Hongkong Ld Hldgs Ltd ADR 438581308 1,385 38,400 SH   SOLE   38,400 0 0
Infosys Ltd Sp ADR ADR 456788108 2,240 204,900 SH   SOLE   181,560 0 23,340
JARDINE MATHESON HLDGS LTD ADR 471115402 1,074 17,224 SH   SOLE   17,224 0 0
Koninklijke Philips NV NY Reg ADR 500472303 1,370 33,541 SH   SOLE   33,541 0 0
KT Corp Sp ADR ADR 48268k101 565 45,426 SH   SOLE   45,426 0 0
Momo Inc ADR ADR 60879b107 1,265 33,083 SH   SOLE   33,083 0 0
Novartis AG Sp ADR ADR 66987v109 1,385 14,407 SH   SOLE   14,407 0 0
Relx PLC Sp ADR ADR 759530108 1,683 78,450 SH   SOLE   78,450 0 0
Royal Dutch Shell PLC Sp ADR A ADR 780259206 1,314 20,994 SH   SOLE   20,994 0 0
Sap SE Sp ADR ADR 803054204 17,481 151,402 SH   SOLE   80,041 0 71,361
Sasol Ltd Sp ADR ADR 803866300 357 11,545 SH   SOLE   11,545 0 0
Sinopec Shanghai Petrochemical ADR 82935m109 914 19,143 SH   SOLE   19,143 0 0
SK Telecom Ltd Sp ADR ADR 78440p108 1,257 51,319 SH   SOLE   51,319 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 3,294 80,425 SH   SOLE   74,525 0 5,900
Ternium SA Sp ADR ADR 880890108 488 17,936 SH   SOLE   17,936 0 0
Total SA Sp ADR ADR 89151e109 479 8,600 SH   SOLE   8,600 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 3,954 33,503 SH   SOLE   27,283 0 6,220