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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture PLC Ireland Class A COM g1151c101 2,214 11,985 SH   SOLE   11,985 0 0
Adobe Systems Inc COM 00724f101 2,308 7,833 SH   SOLE   7,833 0 0
AerCap Holdings NV COM n00985106 14,718 282,979 SH   SOLE   136,249 0 146,730
Allegion Pub Ltd Co COM g0176j109 1,286 11,634 SH   SOLE   11,634 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 1,823 1,683 SH   SOLE   1,683 0 0
American Express Co COM 025816109 2,117 17,154 SH   SOLE   17,154 0 0
Ametek Inc COM 031100100 1,227 13,512 SH   SOLE   13,512 0 0
Amgen Inc COM 031162100 998 5,418 SH   SOLE   5,418 0 0
Amphenol Corp New COM 032095101 2,043 21,299 SH   SOLE   21,299 0 0
Analog Devices Inc COM 032654105 1,089 9,649 SH   SOLE   9,649 0 0
Ansys Inc COM 03662q105 1,878 9,169 SH   SOLE   9,169 0 0
Aon Plc COM g0408v102 2,496 12,934 SH   SOLE   12,934 0 0
Apple Inc COM 037833100 2,068 10,448 SH   SOLE   10,448 0 0
Arrow Electronics Inc COM 042735100 858 12,044 SH   SOLE   12,044 0 0
BANK MONTREAL QUE COM 063671101 1,246 16,511 SH   SOLE   16,511 0 0
Becton Dickinson & Co COM 075887109 871 3,458 SH   SOLE   3,458 0 0
Booking Holdings Inc COM 09857l108 1,026 547 SH   SOLE   547 0 0
BP PLC Sp ADR COM 055622104 1,281 30,729 SH   SOLE   30,729 0 0
Broadcom Ltd COM 11135f101 1,801 6,255 SH   SOLE   6,255 0 0
Cadence Design System Inc COM 127387108 1,073 15,156 SH   SOLE   15,156 0 0
CAE Inc COM 124765108 1,344 50,020 SH   SOLE   50,020 0 0
Canadian Imperial Bank Comm To COM 136069101 1,187 15,109 SH   SOLE   15,109 0 0
Canadian National Railway Co COM 136375102 1,342 14,513 SH   SOLE   14,513 0 0
CDW Corp COM 12514g108 1,188 10,702 SH   SOLE   10,702 0 0
CGI Inc Cl A COM 12532h104 2,850 37,121 SH   SOLE   37,121 0 0
Check Point Software Tech Ltd COM m22465104 13,542 117,136 SH   SOLE   54,616 0 62,520
Cheniere Energy Inc COM 16411r208 1,041 15,214 SH   SOLE   15,214 0 0
Cisco Systems Inc COM 17275r102 1,049 19,163 SH   SOLE   19,163 0 0
CNOOC Ltd Sp ADR COM 126132109 420 2,464 SH   SOLE   2,464 0 0
Cognizant Technology Solutions COM 192446102 723 11,411 SH   SOLE   11,411 0 0
Comcast Corp New COM 20030n101 889 21,025 SH   SOLE   21,025 0 0
Disney Walt Co Disney COM 254687106 2,261 16,194 SH   SOLE   16,194 0 0
ENI SPA Sp ADR COM 26874r108 411 12,455 SH   SOLE   12,455 0 0
Exelon Corp COM 30161n101 1,867 38,954 SH   SOLE   38,954 0 0
Expeditors Intl Wash Inc COM 302130109 1,020 13,441 SH   SOLE   13,441 0 0
Facebook Inc Cl A COM 30303m102 2,228 11,546 SH   SOLE   11,546 0 0
Fiserv Inc COM 337738108 2,284 25,050 SH   SOLE   25,050 0 0
Fortis Inc COM 349553107 1,009 25,563 SH   SOLE   25,563 0 0
General Dynamics Corp COM 369550108 1,066 5,865 SH   SOLE   5,865 0 0
HCA Healthcare Inc COM 40412c101 1,990 14,724 SH   SOLE   14,724 0 0
Home Depot Inc COM 437076102 2,111 10,149 SH   SOLE   10,149 0 0
Honeywell Intl Inc COM 438516106 1,124 6,436 SH   SOLE   6,436 0 0
Huntington Ingalls Industries COM 446413106 701 3,121 SH   SOLE   3,121 0 0
Icon PLC COM g4705a100 17,177 111,561 SH   SOLE   58,671 0 52,890
Ihs Markit Ltd COM g47567105 1,979 31,056 SH   SOLE   31,056 0 0
Ingersoll-Rand PLC COM g47791101 1,077 8,501 SH   SOLE   8,501 0 0
Intel Corp COM 458140100 900 18,811 SH   SOLE   18,811 0 0
Intuitive Surgical Inc COM 46120e602 990 1,888 SH   SOLE   1,888 0 0
Iqvia Holdings Inc COM 46266c105 1,256 7,807 SH   SOLE   7,807 0 0
Johnson & Johnson COM 478160104 910 6,537 SH   SOLE   6,537 0 0
Kirkland Lake Gold Ltd COM 49741e100 1,465 34,130 SH   SOLE   34,130 0 0
Laboratory Corp America Holdin COM 50540r409 972 5,619 SH   SOLE   5,619 0 0
Lockheed Martin Corp COM 539830109 927 2,551 SH   SOLE   2,551 0 0
Mastercard Incorporated COM 57636q104 2,444 9,239 SH   SOLE   9,239 0 0
Monster Beverage Corp COM 61174x109 1,086 17,016 SH   SOLE   17,016 0 0
Moodys Corp COM 615369105 1,364 6,986 SH   SOLE   6,986 0 0
MSCI Inc COM 55354g100 1,234 5,167 SH   SOLE   5,167 0 0
Nvr Inc COM 62944t105 1,063 315 SH   SOLE   315 0 0
Open Text Corp COM 683715106 1,394 33,832 SH   SOLE   33,832 0 0
Oracle Corp COM 68389x105 1,794 31,491 SH   SOLE   31,491 0 0
Pfizer Inc COM 717081103 1,797 41,480 SH   SOLE   41,480 0 0
Phillips 66 COM 718546104 1,733 18,523 SH   SOLE   18,523 0 0
Progressive Corp Ohio COM 743315103 601 7,518 SH   SOLE   7,518 0 0
Public Service Enterprise Grou COM 744573106 1,946 33,082 SH   SOLE   33,082 0 0
Raytheon Co COM 755111507 1,672 9,617 SH   SOLE   9,617 0 0
Rio Tinto PLC Sp ADR COM 767204100 1,373 22,022 SH   SOLE   22,022 0 0
Roper Technologies Inc COM 776696106 2,428 6,630 SH   SOLE   6,630 0 0
Royal Bank of Canada Montreal COM 780087102 1,963 24,724 SH   SOLE   24,724 0 0
S&P Global Inc COM 78409v104 2,077 9,120 SH   SOLE   9,120 0 0
Sherwin Williams Co COM 824348106 1,157 2,524 SH   SOLE   2,524 0 0
Simon Property Group Inc COM 828806109 1,688 10,567 SH   SOLE   10,567 0 0
Sirius XM Holdings Inc COM 82968b103 1,615 289,370 SH   SOLE   289,370 0 0
Stryker Corp COM 863667101 1,135 5,519 SH   SOLE   5,519 0 0
Synopsys Inc COM 871607107 1,126 8,749 SH   SOLE   8,749 0 0
TE Connectivity Ltd Reg COM h84989104 1,055 11,010 SH   SOLE   11,010 0 0
Telus Corp COM 87971m103 1,243 33,677 SH   SOLE   33,677 0 0
Texas Instruments Inc COM 882508104 1,854 16,160 SH   SOLE   16,160 0 0
Thermo Fisher Scientific Inc COM 883556102 2,299 7,829 SH   SOLE   7,829 0 0
Toronto Dominion Bank Ont COM 891160509 2,003 34,316 SH   SOLE   34,316 0 0
Union Pacific Corp COM 907818108 802 4,745 SH   SOLE   4,745 0 0
United Parcel Service Inc COM 911312106 1,107 10,723 SH   SOLE   10,723 0 0
United Technologies Corp COM 913017109 750 5,761 SH   SOLE   5,761 0 0
Unitedhealth Group Inc COM 91324p102 1,974 8,088 SH   SOLE   8,088 0 0
Verisk Analytics Inc COM 92345y106 2,344 16,002 SH   SOLE   16,002 0 0
Verizon Communications Inc COM 92343v104 719 12,586 SH   SOLE   12,586 0 0
Visa Inc Cl A COM 92826c839 2,198 12,665 SH   SOLE   12,665 0 0
Yum Brands Inc COM 988498101 2,032 18,363 SH   SOLE   18,363 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 8,065 47,595 SH   SOLE   30,695 0 16,900
Autohome Inc Sp ADR Rp Cl A ADR 05278c107 1,273 14,871 SH   SOLE   14,871 0 0
BHP GROUP LTD ADR 088606108 1,477 25,423 SH   SOLE   25,423 0 0
Chunghwa Telecom Co Ltd Sp ADR ADR 17133q502 406 11,100 SH   SOLE   11,100 0 0
Diageo PLC Sp ADR ADR 25243q205 1,461 8,478 SH   SOLE   8,478 0 0
Honda Motor Ltd American ADR 438128308 1,141 44,138 SH   SOLE   44,138 0 0
Infosys Ltd Sp ADR ADR 456788108 2,758 257,724 SH   SOLE   181,584 0 76,140
Koninklijke Philips NV NY Reg ADR 500472303 1,462 33,548 SH   SOLE   33,548 0 0
KT Corp Sp ADR ADR 48268k101 562 45,426 SH   SOLE   45,426 0 0
Momo Inc ADR ADR 60879b107 1,383 38,629 SH   SOLE   38,629 0 0
Novartis AG Sp ADR ADR 66987v109 1,321 14,463 SH   SOLE   14,463 0 0
Relx PLC Sp ADR ADR 759530108 1,915 78,441 SH   SOLE   78,441 0 0
Royal Dutch Shell PLC Sp ADR A ADR 780259206 1,478 22,708 SH   SOLE   22,708 0 0
Sap SE Sp ADR ADR 803054204 19,246 140,689 SH   SOLE   77,128 0 63,561
Sasol Ltd Sp ADR ADR 803866300 287 11,555 SH   SOLE   11,555 0 0
SK Telecom Ltd Sp ADR ADR 78440p108 1,270 51,330 SH   SOLE   51,330 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 2,868 73,211 SH   SOLE   67,311 0 5,900
Total SA Sp ADR ADR 89151e109 480 8,605 SH   SOLE   8,605 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 4,155 33,512 SH   SOLE   27,292 0 6,220