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
AECOM Common Stock 00766T100   6,770,923 59,994 SH   SOLE   59,994 0 0
AerCap Holdings NV Common Stock N00985106   444,553 3,786 SH   SOLE   3,786 0 0
Align Technology Inc Common Stock 016255101   274,150 1,448 SH   SOLE   0 0 1,448
Alphabet Inc Common Stock 02079K305   21,965,463 124,471 SH   SOLE   120,591 0 3,880
Amazon.com Inc Common Stock 023135106   33,977,367 154,093 SH   SOLE   154,093 0 0
American Tower Corp REIT 03027X100   3,892,523 17,634 SH   SOLE   17,634 0 0
Apple Inc Common Stock 037833100   571,372 2,858 SH   SOLE   2,858 0 0
Autodesk Inc Common Stock 052769106   16,966,172 55,012 SH   SOLE   52,715 0 2,297
Automatic Data Processing Inc Common Stock 053015103   474,011 1,537 SH   SOLE   0 0 1,537
AutoZone Inc Common Stock 053332102   294,219 81 SH   SOLE   81 0 0
BARRICK MINING CORP Common Stock 06849F108   480,427 23,350 SH   SOLE   23,350 0 0
Berkshire Hathaway Inc Common Stock 084670108   66,493,700 91 SH   SOLE   91 0 0
Booking Holdings Inc Common Stock 09857L108   25,526,229 4,450 SH   SOLE   4,277 0 173
Boston Scientific Corp Common Stock 101137107   866,093 8,111 SH   SOLE   8,111 0 0
Broadcom Inc Common Stock 11135F101   8,971,353 32,570 SH   SOLE   32,570 0 0
Canadian National Railway Co Common Stock 136375102   5,136,943 49,410 SH   SOLE   49,410 0 0
Check Point Software Technologies Ltd Common Stock M22465104   5,669,234 25,811 SH   SOLE   23,686 0 2,125
Cheniere Energy Inc Common Stock 16411R208   5,647,365 23,209 SH   SOLE   23,209 0 0
CRH PLC Common Stock G25508105   5,622,622 61,259 SH   SOLE   61,259 0 0
Delta Air Lines Inc Common Stock 247361702   2,777,332 56,492 SH   SOLE   56,492 0 0
Edwards Lifesciences Corp Common Stock 28176E108   10,893,897 139,778 SH   SOLE   134,802 0 4,976
Electronic Arts Inc Common Stock 285512109   8,299,796 52,530 SH   SOLE   49,230 0 3,300
Elevance Health Inc Common Stock 036752103   1,918,886 4,936 SH   SOLE   4,936 0 0
Eli Lilly & Co Common Stock 532457108   468,426 600 SH   SOLE   600 0 0
Estee Lauder Cos Inc/The Common Stock 518439104   2,427,475 30,043 SH   SOLE   30,043 0 0
Exxon Mobil Corp Common Stock 30231G102   383,391 3,529 SH   SOLE   3,529 0 0
FactSet Research Systems Inc Common Stock 303075105   477,695 1,068 SH   SOLE   0 0 1,068
Freeport-McMoRan Inc Common Stock 35671D857   310,734 7,096 SH   SOLE   7,096 0 0
Gaming and Leisure Properties Inc REIT 36467J108   254,595 5,500 SH   SOLE   5,500 0 0
General Motors Co Common Stock 37045V100   2,961,457 60,177 SH   SOLE   60,177 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104   25,282,955 35,761 SH   SOLE   35,761 0 0
HDFC Bank Ltd ADR 40415F101   5,693,055 74,254 SH   SOLE   74,254 0 0
ICICI Bank Ltd ADR 45104G104   413,993 12,395 SH   SOLE   12,395 0 0
ICON PLC Common Stock G4705A100   4,718,820 32,608 SH   SOLE   30,206 0 2,402
IDEXX Laboratories Inc Common Stock 45168D104   3,337,108 6,222 SH   SOLE   6,222 0 0
Intercontinental Exchange Inc Common Stock 45866F104   516,186 2,844 SH   SOLE   2,844 0 0
Intuit Inc Common Stock 461202103   10,036,350 12,776 SH   SOLE   11,664 0 1,112
Jacobs Solutions Inc Common Stock 46982L108   7,077,399 53,870 SH   SOLE   53,870 0 0
Johnson & Johnson Common Stock 478160104   15,198,461 99,691 SH   SOLE   96,336 0 3,355
JPMorgan Chase & Co Common Stock 46625H100   11,469,006 39,551 SH   SOLE   39,551 0 0
Marsh & McLennan Cos Inc Common Stock 571748102   687,162 3,158 SH   SOLE   2,039 0 1,119
Mastercard Inc Common Stock 57636Q104   8,160,332 14,542 SH   SOLE   14,542 0 0
Microsoft Corp Common Stock 594918104   46,821,381 94,194 SH   SOLE   91,446 0 2,748
Monster Beverage Corp Common Stock 61174X109   348,655 5,566 SH   SOLE   0 0 5,566
Moody's Corp Common Stock 615369105   9,388,000 18,918 SH   SOLE   18,223 0 695
Motorola Solutions Inc Common Stock 620076307   200,980 478 SH   SOLE   0 0 478
NetEase Inc ADR 64110W102   7,859,643 58,513 SH   SOLE   53,704 0 4,809
Netflix Inc Common Stock 64110L106   16,836,280 12,667 SH   SOLE   12,667 0 0
Newmont Corp Common Stock 651639106   2,978,776 51,129 SH   SOLE   51,129 0 0
NVIDIA Corp Common Stock 67066G104   20,309,155 128,605 SH   SOLE   128,605 0 0
Okta Inc Common Stock 679295105   4,919,927 49,209 SH   SOLE   49,209 0 0
Philip Morris International Inc Common Stock 718172109   14,134,394 77,719 SH   SOLE   71,830 0 5,889
Pinterest Inc Common Stock 72352L106   3,162,086 88,194 SH   SOLE   88,194 0 0
Planet Fitness Inc Common Stock 72703H101   4,913,155 45,118 SH   SOLE   45,118 0 0
Prologis Inc REIT 74340W103   256,984 2,462 SH   SOLE   2,462 0 0
ROBLOX Corp Common Stock 771049103   2,702,898 25,702 SH   SOLE   25,702 0 0
S&P Global Inc Common Stock 78409V104   5,982,169 11,451 SH   SOLE   10,702 0 749
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100   35,921,587 159,160 SH   SOLE   159,160 0 0
Take-Two Interactive Software Inc Common Stock 874054109   9,286,552 38,237 SH   SOLE   38,237 0 0
TD SYNNEX Corp Common Stock 87162W100   6,066,092 44,729 SH   SOLE   44,729 0 0
Teck Resources Ltd Common Stock 878742204   13,055,927 321,421 SH   SOLE   321,421 0 0
Tesla Inc Common Stock 88160R101   2,995,012 9,414 SH   SOLE   9,414 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   5,897,265 14,533 SH   SOLE   14,533 0 0
TKO Group Holdings Inc Common Stock 87256C101   12,929,531 71,120 SH   SOLE   71,120 0 0
Tradeweb Markets Inc Common Stock 892672106   3,922,132 26,811 SH   SOLE   26,811 0 0
Trane Technologies PLC Common Stock G8994E103   304,970 702 SH   SOLE   702 0 0
TransUnion Common Stock 89400J107   356,914 4,066 SH   SOLE   4,066 0 0
Twilio Inc Common Stock 90138F102   3,135,738 25,215 SH   SOLE   25,215 0 0
VeriSign Inc Common Stock 92343E102   6,264,150 21,746 SH   SOLE   19,018 0 2,728
Verisk Analytics Inc Common Stock 92345Y106   7,856,487 25,421 SH   SOLE   25,421 0 0
Visa Inc Common Stock 92826C839   22,096,690 62,694 SH   SOLE   58,144 0 4,550
Zillow Group Inc Common Stock 98954M101   435,388 6,399 SH   SOLE   6,399 0 0
Zillow Group Inc Common Stock 98954M200   3,431,610 48,988 SH   SOLE   48,988 0 0
Zoetis Inc Common Stock 98978V103   213,493 1,366 SH   SOLE   1,366 0 0