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
Abbott Laboratories Common Stock 002824100   1,493,510 11,237 SH   SOLE   11,237 0 0
Accenture PLC Common Stock G1151C101   1,202,301 4,820 SH   SOLE   4,820 0 0
Adobe Inc Common Stock 00724F101   1,604,687 4,517 SH   SOLE   4,517 0 0
AECOM Common Stock 00766T100   8,723,486 66,862 SH   SOLE   66,862 0 0
Align Technology Inc Common Stock 016255101   217,507 1,737 SH   SOLE   0 0 1,737
Alphabet Inc Common Stock 02079K305   31,705,347 130,766 SH   SOLE   126,886 0 3,880
Amazon.com Inc Common Stock 023135106   14,212,547 64,729 SH   SOLE   64,729 0 0
American Tower Corp REIT 03027X100   3,741,358 19,453 SH   SOLE   19,453 0 0
Apple Inc Common Stock 037833100   9,939,737 39,036 SH   SOLE   39,036 0 0
Autodesk Inc Common Stock 052769106   11,696,001 36,785 SH   SOLE   34,488 0 2,297
Automatic Data Processing Inc Common Stock 053015103   451,110 1,537 SH   SOLE   0 0 1,537
Berkshire Hathaway Inc Common Stock 084670108   68,213,638 91 SH   SOLE   91 0 0
Booking Holdings Inc Common Stock 09857L108   25,188,102 4,663 SH   SOLE   4,490 0 173
Broadcom Inc Common Stock 11135F101   6,780,641 20,553 SH   SOLE   20,553 0 0
Charles Schwab Corp/The Common Stock 808513105   785,465 8,199 SH   SOLE   8,199 0 0
Check Point Software Technologies Ltd Common Stock M22465104   5,370,636 25,811 SH   SOLE   23,686 0 2,125
Cheniere Energy Inc Common Stock 16411R208   5,570,906 23,708 SH   SOLE   23,708 0 0
Cisco Systems Inc Common Stock 17275R102   541,630 7,888 SH   SOLE   7,888 0 0
Citizens Financial Group Inc Common Stock 174610105   4,329,510 81,443 SH   SOLE   81,443 0 0
Coca-Cola Co/The Common Stock 191216100   3,044,361 45,835 SH   SOLE   45,835 0 0
CRH PLC Common Stock G25508105   9,122,352 76,083 SH   SOLE   76,083 0 0
Delta Air Lines Inc Common Stock 247361702   3,333,722 58,744 SH   SOLE   58,744 0 0
DoorDash Inc Common Stock 25809K105   3,294,615 12,113 SH   SOLE   12,113 0 0
Dutch Bros Inc Common Stock 26701L100   2,458,149 46,965 SH   SOLE   46,965 0 0
Edwards Lifesciences Corp Common Stock 28176E108   11,112,999 143,239 SH   SOLE   137,501 0 5,738
Electronic Arts Inc Common Stock 285512109   10,594,552 52,530 SH   SOLE   49,230 0 3,300
Elevance Health Inc Common Stock 036752103   1,565,840 4,846 SH   SOLE   4,846 0 0
Estee Lauder Cos Inc/The Common Stock 518439104   2,647,390 30,043 SH   SOLE   30,043 0 0
FactSet Research Systems Inc Common Stock 303075105   305,972 1,068 SH   SOLE   0 0 1,068
Generac Holdings Inc Common Stock 368736104   2,944,064 17,587 SH   SOLE   17,587 0 0
General Motors Co Common Stock 37045V100   3,593,206 58,934 SH   SOLE   58,934 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104   6,612,095 8,303 SH   SOLE   8,303 0 0
HDFC Bank Ltd ADR 40415F101   5,653,822 165,510 SH   SOLE   165,510 0 0
ICON PLC Common Stock G4705A100   5,454,784 32,608 SH   SOLE   30,206 0 2,402
IDEXX Laboratories Inc Common Stock 45168D104   1,217,086 1,905 SH   SOLE   1,905 0 0
Intuit Inc Common Stock 461202103   8,783,416 12,776 SH   SOLE   11,664 0 1,112
Jacobs Solutions Inc Common Stock 46982L108   8,304,942 55,418 SH   SOLE   55,418 0 0
Johnson & Johnson Common Stock 478160104   14,328,260 77,770 SH   SOLE   74,415 0 3,355
JPMorgan Chase & Co Common Stock 46625H100   12,854,719 40,753 SH   SOLE   40,753 0 0
Kinross Gold Corp Common Stock 496902404   21,583,761 870,664 SH   SOLE   870,664 0 0
Marsh & McLennan Cos Inc Common Stock 571748102   225,513 1,119 SH   SOLE   0 0 1,119
Mastercard Inc Common Stock 57636Q104   10,972,485 19,312 SH   SOLE   19,312 0 0
Merck & Co Inc Common Stock 58933Y105   1,662,446 20,765 SH   SOLE   20,765 0 0
Meta Platforms Inc Common Stock 30303M102   19,193,826 26,124 SH   SOLE   26,124 0 0
Microsoft Corp Common Stock 594918104   70,717,138 136,698 SH   SOLE   133,950 0 2,748
Monster Beverage Corp Common Stock 61174X109   374,648 5,566 SH   SOLE   0 0 5,566
Moody's Corp Common Stock 615369105   9,019,384 18,918 SH   SOLE   18,223 0 695
Motorola Solutions Inc Common Stock 620076307   282,148 617 SH   SOLE   0 0 617
NetEase Inc ADR 64110W102   8,854,724 58,513 SH   SOLE   53,704 0 4,809
Netflix Inc Common Stock 64110L106   17,668,347 14,885 SH   SOLE   14,885 0 0
Newmont Corp Common Stock 651639106   4,804,153 56,982 SH   SOLE   56,982 0 0
NVIDIA Corp Common Stock 67066G104   29,556,416 158,404 SH   SOLE   158,404 0 0
Philip Morris International Inc Common Stock 718172109   16,397,148 100,781 SH   SOLE   94,892 0 5,889
Pinterest Inc Common Stock 72352L106   3,993,295 124,131 SH   SOLE   124,131 0 0
Planet Fitness Inc Common Stock 72703H101   8,231,963 79,306 SH   SOLE   79,306 0 0
Procter & Gamble Co/The Common Stock 742718109   913,076 5,936 SH   SOLE   5,936 0 0
Prologis Inc REIT 74340W103   279,019 2,462 SH   SOLE   2,462 0 0
QUALCOMM Inc Common Stock 747525103   1,482,385 8,900 SH   SOLE   8,900 0 0
S&P Global Inc Common Stock 78409V104   6,129,050 12,612 SH   SOLE   11,863 0 749
Synopsys Inc Common Stock 871607107   3,538,594 7,172 SH   SOLE   7,172 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100   18,246,238 65,548 SH   SOLE   65,548 0 0
Take-Two Interactive Software Inc Common Stock 874054109   10,437,228 40,398 SH   SOLE   40,398 0 0
TD SYNNEX Corp Common Stock 87162W100   4,454,001 27,200 SH   SOLE   27,200 0 0
Teck Resources Ltd Common Stock 878742204   14,002,472 321,421 SH   SOLE   321,421 0 0
Tesla Inc Common Stock 88160R101   4,024,717 9,050 SH   SOLE   9,050 0 0
Texas Instruments Inc Common Stock 882508104   884,464 4,842 SH   SOLE   4,842 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   7,404,801 15,267 SH   SOLE   15,267 0 0
TKO Group Holdings Inc Common Stock 87256C101   14,446,199 71,530 SH   SOLE   71,530 0 0
Tradeweb Markets Inc Common Stock 892672106   3,186,791 28,715 SH   SOLE   28,715 0 0
Twilio Inc Common Stock 90138F102   2,418,175 24,160 SH   SOLE   24,160 0 0
Valero Energy Corp Common Stock 91913Y100   12,952,290 76,514 SH   SOLE   76,514 0 0
VeriSign Inc Common Stock 92343E102   3,981,366 14,281 SH   SOLE   12,146 0 2,135
Verisk Analytics Inc Common Stock 92345Y106   7,040,353 28,023 SH   SOLE   28,023 0 0
Visa Inc Common Stock 92826C839   24,597,407 72,154 SH   SOLE   67,604 0 4,550
Zillow Group Inc Common Stock 98954M200   4,206,699 54,597 SH   SOLE   54,597 0 0