Abbott Laboratories Common Stock 002824100 878284 7010 SH SOLE 2914 0 4096 Accenture PLC Common Stock G1151C101 410500 1530 SH SOLE 1530 0 0 Adobe Inc Common Stock 00724F101 395139 1129 SH SOLE 1129 0 0 AECOM Common Stock 00766T100 11039407 115802 SH SOLE 115802 0 0 AerCap Holdings NV Common Stock N00985106 544276 3786 SH SOLE 0 0 3786 Agnico Eagle Mines Ltd Common Stock 008474108 17984930 106087 SH SOLE 106087 0 0 Align Technology Inc Common Stock 016255101 271233 1737 SH SOLE 0 0 1737 Alphabet Inc Common Stock 02079K305 55282379 176621 SH SOLE 167856 0 8765 Amazon.com Inc Common Stock 023135106 24119769 104496 SH SOLE 98976 0 5520 American Tower Corp REIT 03027X100 305668 1741 SH SOLE 1741 0 0 Anglogold Ashanti Plc Common Stock G0378L100 1380471540 15960934 SH SOLE 11842754 0 4118180 Apple Inc Common Stock 037833100 25349859 93246 SH SOLE 90388 0 2858 Autodesk Inc Common Stock 052769106 14178586 47899 SH SOLE 43887 0 4012 Automatic Data Processing Inc Common Stock 053015103 395363 1537 SH SOLE 0 0 1537 Barrick Mining Corp Common Stock 06849F108 611225 14035 SH SOLE 0 0 14035 Berkshire Hathaway Inc Common Stock 084670108 68686801 91 SH SOLE 91 0 0 Boeing Co/The Common Stock 097023105 379961 1750 SH SOLE 0 0 1750 Booking Holdings Inc Common Stock 09857L108 27006931 5043 SH SOLE 4870 0 173 Boston Scientific Corp Common Stock 101137107 773384 8111 SH SOLE 0 0 8111 Broadcom Inc Common Stock 11135F101 23660090 68362 SH SOLE 64069 0 4293 Charles Schwab Corp/The Common Stock 808513105 2073732 20756 SH SOLE 20756 0 0 Check Point Software Technologies Ltd Common Stock M22465104 4789490 25811 SH SOLE 23686 0 2125 Cheniere Energy Inc Common Stock 16411R208 220633 1135 SH SOLE 0 0 1135 Cisco Systems Inc Common Stock 17275R102 296566 3850 SH SOLE 3850 0 0 Citizens Financial Group Inc Common Stock 174610105 8921369 152737 SH SOLE 145501 0 7236 Coca-Cola Co/The Common Stock 191216100 1285645 18390 SH SOLE 18390 0 0 CRH PLC Common Stock G25508105 17256598 138274 SH SOLE 133499 0 4775 Delta Air Lines Inc Common Stock 247361702 7596110 109454 SH SOLE 105672 0 3782 DoorDash Inc Common Stock 25809K105 5130906 22655 SH SOLE 21678 0 977 Dutch Bros Inc Common Stock 26701L100 5374506 87790 SH SOLE 84102 0 3688 Edwards Lifesciences Corp Common Stock 28176E108 15473390 181506 SH SOLE 175524 0 5982 Electronic Arts Inc Common Stock 285512109 10809467 52902 SH SOLE 49230 0 3672 Elevance Health Inc Common Stock 036752103 3245394 9258 SH SOLE 8671 0 587 Eli Lilly & Co Common Stock 532457108 644809 600 SH SOLE 0 0 600 Estee Lauder Cos Inc/The Common Stock 518439104 3498486 33408 SH SOLE 33408 0 0 Exxon Mobil Corp Common Stock 30231G102 424680 3529 SH SOLE 0 0 3529 FactSet Research Systems Inc Common Stock 303075105 309923 1068 SH SOLE 0 0 1068 Ferrari NV Common Stock N3167Y103 11857738 31680 SH SOLE 30582 0 1098 Freeport-McMoRan Inc Common Stock 35671D857 360406 7096 SH SOLE 0 0 7096 Gaming and Leisure Properties Inc REIT 36467J108 245796 5500 SH SOLE 0 0 5500 Generac Holdings Inc Common Stock 368736104 4294838 31494 SH SOLE 31494 0 0 General Electric Co Common Stock 369604301 2093988 6798 SH SOLE 6798 0 0 General Motors Co Common Stock 37045V100 9329683 114728 SH SOLE 107431 0 7297 Goldman Sachs Group Inc/The Common Stock 38141G104 18262107 20776 SH SOLE 20307 0 469 HDFC Bank Ltd ADR 40415F101 10715210 293246 SH SOLE 293246 0 0 ICICI Bank Ltd ADR 45104G104 369372 12395 SH SOLE 0 0 12395 ICON PLC Common Stock G4705A100 5967888 32751 SH SOLE 30206 0 2545 Intercontinental Exchange Inc Common Stock 45866F104 340117 2100 SH SOLE 0 0 2100 Intuit Inc Common Stock 461202103 9774671 14756 SH SOLE 13644 0 1112 Jacobs Solutions Inc Common Stock 46982L108 13564834 102407 SH SOLE 98262 0 4145 Johnson & Johnson Common Stock 478160104 28304348 136769 SH SOLE 130234 0 6535 JPMorgan Chase & Co Common Stock 46625H100 25998001 80684 SH SOLE 77700 0 2984 KLA Corp Common Stock 482480100 1839632 1514 SH SOLE 1514 0 0 Magnum Ice Cream Co NV/The Common Stock N5505D105 476519 30087 SH SOLE 30087 0 0 Marsh & McLennan Cos Inc Common Stock 571748102 550438 2967 SH SOLE 0 0 2967 Mastercard Inc Common Stock 57636Q104 18819062 32965 SH SOLE 31460 0 1505 Merck & Co Inc Common Stock 58933Y105 2622869 24918 SH SOLE 24918 0 0 Meta Platforms Inc Common Stock 30303M102 1825150 2765 SH SOLE 2202 0 563 Microsoft Corp Common Stock 594918104 72030850 148941 SH SOLE 142342 0 6599 Monster Beverage Corp Common Stock 61174X109 380130 4958 SH SOLE 0 0 4958 Moody's Corp Common Stock 615369105 9815473 19214 SH SOLE 18519 0 695 Motorola Solutions Inc Common Stock 620076307 443502 1157 SH SOLE 0 0 1157 NetEase Inc ADR 64110W102 8161280 59303 SH SOLE 53704 0 5599 Netflix Inc Common Stock 64110L106 13451749 143470 SH SOLE 143470 0 0 NVIDIA Corp Common Stock 67066G104 54958756 294685 SH SOLE 278761 0 15924 Okta Inc Common Stock 679295105 195942 2266 SH SOLE 0 0 2266 Philip Morris International Inc Common Stock 718172109 21197666 132155 SH SOLE 126266 0 5889 Pinterest Inc Common Stock 72352L106 5736993 221591 SH SOLE 212403 0 9188 Planet Fitness Inc Common Stock 72703H101 15754184 145240 SH SOLE 141364 0 3876 Procter & Gamble Co/The Common Stock 742718109 438242 3058 SH SOLE 3058 0 0 Prologis Inc REIT 74340W103 6687216 52383 SH SOLE 52383 0 0 QUALCOMM Inc Common Stock 747525103 1522346 8900 SH SOLE 8900 0 0 Robinhood Markets Inc Common Stock 770700102 187294 1656 SH SOLE 0 0 1656 S&P Global Inc Common Stock 78409V104 8464914 16198 SH SOLE 15449 0 749 Smurfit WestRock PLC Common Stock G8267P108 5632356 145854 SH SOLE 145854 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 23118737 76076 SH SOLE 70379 0 5697 Take-Two Interactive Software Inc Common Stock 874054109 18737813 73186 SH SOLE 71197 0 1989 TD SYNNEX Corp Common Stock 87162W100 7752621 51605 SH SOLE 49066 0 2539 Teck Resources Ltd Common Stock 878742204 6916898 144433 SH SOLE 144433 0 0 Tesla Inc Common Stock 88160R101 7335384 16311 SH SOLE 16311 0 0 Texas Instruments Inc Common Stock 882508104 426959 2461 SH SOLE 2461 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 16335857 28192 SH SOLE 27359 0 833 TKO Group Holdings Inc Common Stock 87256C101 27836087 133187 SH SOLE 126899 0 6288 TotalEnergies SE Common Stock F92124100 7152985 109561 SH SOLE 109561 0 0 Tradeweb Markets Inc Common Stock 892672106 5726830 53253 SH SOLE 51324 0 1929 Trane Technologies PLC Common Stock G8994E103 372854 958 SH SOLE 0 0 958 TransUnion Common Stock 89400J107 502496 5860 SH SOLE 0 0 5860 Twilio Inc Common Stock 90138F102 6275488 44119 SH SOLE 44119 0 0 UBS Group AG Common Stock H42097107 583896 12516 SH SOLE 0 0 12516 Valero Energy Corp Common Stock 91913Y100 12455715 76514 SH SOLE 76514 0 0 VeriSign Inc Common Stock 92343E102 3469571 14281 SH SOLE 12146 0 2135 Verisk Analytics Inc Common Stock 92345Y106 6569776 29370 SH SOLE 29370 0 0 Visa Inc Common Stock 92826C839 23860557 68035 SH SOLE 63485 0 4550 Zillow Group Inc Common Stock 98954M101 436604 6399 SH SOLE 0 0 6399 Zillow Group Inc Common Stock 98954M200 6241245 91487 SH SOLE 91487 0 0 Zoetis Inc Common Stock 98978V103 171871 1366 SH SOLE 0 0 1366