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

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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 1,940 10,085 SH   SOLE   10,085 0 0
Adobe Systems Inc COM 00724f101 1,834 6,637 SH   SOLE   6,637 0 0
AerCap Holdings NV COM n00985106 16,485 301,094 SH   SOLE   154,364 0 146,730
Allegion Pub Ltd Co COM g0176j109 1,206 11,635 SH   SOLE   11,635 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 1,792 1,468 SH   SOLE   1,468 0 0
American Express Co COM 025816109 1,710 14,454 SH   SOLE   14,454 0 0
AmerisourceBergen Corp COM 03073e105 1,088 13,213 SH   SOLE   13,213 0 0
Ametek Inc COM 031100100 1,241 13,512 SH   SOLE   13,512 0 0
Amgen Inc COM 031162100 1,044 5,395 SH   SOLE   5,395 0 0
Amphenol Corp New COM 032095101 1,725 17,877 SH   SOLE   17,877 0 0
Analog Devices Inc COM 032654105 1,078 9,649 SH   SOLE   9,649 0 0
Ansys Inc COM 03662q105 1,768 7,986 SH   SOLE   7,986 0 0
Aon Plc COM g0408v102 1,982 10,241 SH   SOLE   10,241 0 0
Apple Inc COM 037833100 1,962 8,759 SH   SOLE   8,759 0 0
AT&T Inc COM 00206r102 1,797 47,486 SH   SOLE   47,486 0 0
BANK MONTREAL QUE COM 063671101 1,218 16,511 SH   SOLE   16,511 0 0
Becton Dickinson & Co COM 075887109 546 2,157 SH   SOLE   2,157 0 0
Booking Holdings Inc COM 09857l108 1,600 815 SH   SOLE   815 0 0
BP PLC Sp ADR COM 055622104 1,167 30,729 SH   SOLE   30,729 0 0
Broadcom Ltd COM 11135f101 1,586 5,746 SH   SOLE   5,746 0 0
Canadian Imperial Bank Comm To COM 136069101 1,247 15,109 SH   SOLE   15,109 0 0
Canadian National Railway Co COM 136375102 1,304 14,513 SH   SOLE   14,513 0 0
Cbre Group Inc COM 12504l109 1,127 21,267 SH   SOLE   21,267 0 0
CDW Corp COM 12514g108 1,319 10,701 SH   SOLE   10,701 0 0
CenterPoint Energy Inc COM 15189t107 1,114 36,917 SH   SOLE   36,917 0 0
CGI Inc Cl A COM 12532h104 2,541 32,109 SH   SOLE   32,109 0 0
Check Point Software Tech Ltd COM m22465104 13,703 125,146 SH   SOLE   62,626 0 62,520
Cheniere Energy Inc COM 16411r208 960 15,220 SH   SOLE   15,220 0 0
Cisco Systems Inc COM 17275r102 946 19,151 SH   SOLE   19,151 0 0
CNOOC Ltd Sp ADR COM 126132109 375 2,464 SH   SOLE   2,464 0 0
Cognizant Technology Solutions COM 192446102 688 11,413 SH   SOLE   11,413 0 0
Comcast Corp New COM 20030n101 1,619 35,917 SH   SOLE   35,917 0 0
Disney Walt Co Disney COM 254687106 1,759 13,494 SH   SOLE   13,494 0 0
Exelon Corp COM 30161n101 1,600 33,127 SH   SOLE   33,127 0 0
Expeditors Intl Wash Inc COM 302130109 999 13,442 SH   SOLE   13,442 0 0
Facebook Inc Cl A COM 30303m102 1,756 9,861 SH   SOLE   9,861 0 0
Fortis Inc COM 349553107 1,082 25,562 SH   SOLE   25,562 0 0
General Dynamics Corp COM 369550108 1,072 5,865 SH   SOLE   5,865 0 0
HCA Healthcare Inc COM 40412c101 427 3,542 SH   SOLE   3,542 0 0
Home Depot Inc COM 437076102 1,922 8,283 SH   SOLE   8,283 0 0
Honeywell Intl Inc COM 438516106 1,089 6,436 SH   SOLE   6,436 0 0
Icon PLC COM g4705a100 15,870 107,711 SH   SOLE   54,821 0 52,890
Ihs Markit Ltd COM g47567105 1,609 24,056 SH   SOLE   24,056 0 0
Ingersoll-Rand PLC COM g47791101 1,047 8,500 SH   SOLE   8,500 0 0
Inmode Ltd COM m5425m103 302 14,035 SH   SOLE   14,035 0 0
Intel Corp COM 458140100 970 18,815 SH   SOLE   18,815 0 0
Intuitive Surgical Inc COM 46120e602 1,019 1,888 SH   SOLE   1,888 0 0
Iqvia Holdings Inc COM 46266c105 1,166 7,807 SH   SOLE   7,807 0 0
Johnson & Johnson COM 478160104 846 6,537 SH   SOLE   6,537 0 0
Kirkland Lake Gold Ltd COM 49741e100 1,416 31,603 SH   SOLE   31,603 0 0
Laboratory Corp America Holdin COM 50540r409 944 5,619 SH   SOLE   5,619 0 0
Lockheed Martin Corp COM 539830109 627 1,608 SH   SOLE   1,608 0 0
Mastercard Incorporated COM 57636q104 1,968 7,248 SH   SOLE   7,248 0 0
Monster Beverage Corp COM 61174x109 988 17,016 SH   SOLE   17,016 0 0
Moodys Corp COM 615369105 1,288 6,286 SH   SOLE   6,286 0 0
Nvr Inc COM 62944t105 1,172 315 SH   SOLE   315 0 0
Open Text Corp COM 683715106 1,381 33,832 SH   SOLE   33,832 0 0
Oracle Corp COM 68389x105 1,478 26,860 SH   SOLE   26,860 0 0
Pfizer Inc COM 717081103 1,215 33,803 SH   SOLE   33,803 0 0
Phillips 66 COM 718546104 1,600 15,623 SH   SOLE   15,623 0 0
Public Service Enterprise Grou COM 744573106 1,725 27,779 SH   SOLE   27,779 0 0
Raytheon Co COM 755111507 1,589 8,097 SH   SOLE   8,097 0 0
Rio Tinto PLC Sp ADR COM 767204100 1,335 25,633 SH   SOLE   25,633 0 0
Roper Technologies Inc COM 776696106 1,988 5,575 SH   SOLE   5,575 0 0
Royal Bank of Canada Montreal COM 780087102 1,884 23,211 SH   SOLE   23,211 0 0
S&P Global Inc COM 78409v104 2,029 8,282 SH   SOLE   8,282 0 0
Sherwin Williams Co COM 824348106 1,155 2,101 SH   SOLE   2,101 0 0
Simon Property Group Inc COM 828806109 481 3,091 SH   SOLE   3,091 0 0
Sirius XM Holdings Inc COM 82968b103 1,503 240,320 SH   SOLE   240,320 0 0
Stryker Corp COM 863667101 1,194 5,519 SH   SOLE   5,519 0 0
Synopsys Inc COM 871607107 1,200 8,747 SH   SOLE   8,747 0 0
TE Connectivity Ltd Reg COM h84989104 1,026 11,010 SH   SOLE   11,010 0 0
Telus Corp COM 87971m103 1,200 33,679 SH   SOLE   33,679 0 0
Texas Instruments Inc COM 882508104 1,726 13,355 SH   SOLE   13,355 0 0
Thermo Fisher Scientific Inc COM 883556102 1,843 6,329 SH   SOLE   6,329 0 0
Toronto Dominion Bank Ont COM 891160509 1,761 30,219 SH   SOLE   30,219 0 0
Union Pacific Corp COM 907818108 477 2,945 SH   SOLE   2,945 0 0
United Parcel Service Inc COM 911312106 1,826 15,242 SH   SOLE   15,242 0 0
United Technologies Corp COM 913017109 500 3,662 SH   SOLE   3,662 0 0
Unitedhealth Group Inc COM 91324p102 1,459 6,714 SH   SOLE   6,714 0 0
Verisign Inc COM 92343e102 997 5,288 SH   SOLE   5,288 0 0
Verisk Analytics Inc COM 92345y106 1,825 11,541 SH   SOLE   11,541 0 0
Verizon Communications Inc COM 92343v104 481 7,967 SH   SOLE   7,967 0 0
Visa Inc Cl A COM 92826c839 1,833 10,655 SH   SOLE   10,655 0 0
Yum Brands Inc COM 988498101 1,134 9,997 SH   SOLE   9,997 0 0
Alibaba Group Holding Ltd Sp A ADR 01609w102 7,859 46,997 SH   SOLE   30,097 0 16,900
Autohome Inc Sp ADR Rp Cl A ADR 05278c107 1,004 12,079 SH   SOLE   12,079 0 0
BHP GROUP LTD ADR 088606108 1,255 25,423 SH   SOLE   25,423 0 0
Companhia Siderurgica Nacional ADR 20440w105 1,222 386,631 SH   SOLE   386,631 0 0
Diageo PLC Sp ADR ADR 25243q205 213 1,303 SH   SOLE   1,303 0 0
Grupo Aval Acciones Y Valores ADR 40053w101 456 61,160 SH   SOLE   61,160 0 0
Infosys Ltd Sp ADR ADR 456788108 2,795 245,839 SH   SOLE   169,699 0 76,140
Koninklijke Philips NV NY Reg ADR 500472303 1,165 25,262 SH   SOLE   25,262 0 0
KT Corp Sp ADR ADR 48268k101 514 45,426 SH   SOLE   45,426 0 0
Legal & Gen Group PLC Sp ADR ADR 52463h103 1,402 91,998 SH   SOLE   91,998 0 0
Momo Inc ADR ADR 60879b107 921 29,729 SH   SOLE   29,729 0 0
Novartis AG Sp ADR ADR 66987v109 1,252 14,413 SH   SOLE   14,413 0 0
Orange Sp ADR ADR 684060106 1,292 82,976 SH   SOLE   82,976 0 0
Relx PLC Sp ADR ADR 759530108 1,860 78,431 SH   SOLE   78,431 0 0
Rentokil Initial PLC Sp ADR ADR 760125104 1,386 47,600 SH   SOLE   47,600 0 0
Royal Dutch Shell PLC Sp ADR A ADR 780259206 1,337 22,715 SH   SOLE   22,715 0 0
Sap SE Sp ADR ADR 803054204 15,361 130,318 SH   SOLE   70,587 0 59,731
SK Telecom Ltd Sp ADR ADR 78440p108 1,140 51,336 SH   SOLE   51,336 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 3,319 71,403 SH   SOLE   65,503 0 5,900
Total SA Sp ADR ADR 89151e109 448 8,617 SH   SOLE   8,617 0 0
Toyota Motor Corp Sp ADR 2 ADR 892331307 4,413 32,815 SH   SOLE   26,595 0 6,220