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
Estimated average burden
hours per response: 23.8
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   878,284 7,010 SH   SOLE   2,914 0 4,096
Accenture PLC Common Stock G1151C101   410,500 1,530 SH   SOLE   1,530 0 0
Adobe Inc Common Stock 00724F101   395,139 1,129 SH   SOLE   1,129 0 0
AECOM Common Stock 00766T100   11,039,407 115,802 SH   SOLE   115,802 0 0
AerCap Holdings NV Common Stock N00985106   544,276 3,786 SH   SOLE   0 0 3,786
Agnico Eagle Mines Ltd Common Stock 008474108   17,984,930 106,087 SH   SOLE   106,087 0 0
Align Technology Inc Common Stock 016255101   271,233 1,737 SH   SOLE   0 0 1,737
Alphabet Inc Common Stock 02079K305   55,282,379 176,621 SH   SOLE   167,856 0 8,765
Amazon.com Inc Common Stock 023135106   24,119,769 104,496 SH   SOLE   98,976 0 5,520
American Tower Corp REIT 03027X100   305,668 1,741 SH   SOLE   1,741 0 0
Anglogold Ashanti Plc Common Stock G0378L100   1,380,471,540 15,960,934 SH   SOLE   11,842,754 0 4,118,180
Apple Inc Common Stock 037833100   25,349,859 93,246 SH   SOLE   90,388 0 2,858
Autodesk Inc Common Stock 052769106   14,178,586 47,899 SH   SOLE   43,887 0 4,012
Automatic Data Processing Inc Common Stock 053015103   395,363 1,537 SH   SOLE   0 0 1,537
Barrick Mining Corp Common Stock 06849F108   611,225 14,035 SH   SOLE   0 0 14,035
Berkshire Hathaway Inc Common Stock 084670108   68,686,801 91 SH   SOLE   91 0 0
Boeing Co/The Common Stock 097023105   379,961 1,750 SH   SOLE   0 0 1,750
Booking Holdings Inc Common Stock 09857L108   27,006,931 5,043 SH   SOLE   4,870 0 173
Boston Scientific Corp Common Stock 101137107   773,384 8,111 SH   SOLE   0 0 8,111
Broadcom Inc Common Stock 11135F101   23,660,090 68,362 SH   SOLE   64,069 0 4,293
Charles Schwab Corp/The Common Stock 808513105   2,073,732 20,756 SH   SOLE   20,756 0 0
Check Point Software Technologies Ltd Common Stock M22465104   4,789,490 25,811 SH   SOLE   23,686 0 2,125
Cheniere Energy Inc Common Stock 16411R208   220,633 1,135 SH   SOLE   0 0 1,135
Cisco Systems Inc Common Stock 17275R102   296,566 3,850 SH   SOLE   3,850 0 0
Citizens Financial Group Inc Common Stock 174610105   8,921,369 152,737 SH   SOLE   145,501 0 7,236
Coca-Cola Co/The Common Stock 191216100   1,285,645 18,390 SH   SOLE   18,390 0 0
CRH PLC Common Stock G25508105   17,256,598 138,274 SH   SOLE   133,499 0 4,775
Delta Air Lines Inc Common Stock 247361702   7,596,110 109,454 SH   SOLE   105,672 0 3,782
DoorDash Inc Common Stock 25809K105   5,130,906 22,655 SH   SOLE   21,678 0 977
Dutch Bros Inc Common Stock 26701L100   5,374,506 87,790 SH   SOLE   84,102 0 3,688
Edwards Lifesciences Corp Common Stock 28176E108   15,473,390 181,506 SH   SOLE   175,524 0 5,982
Electronic Arts Inc Common Stock 285512109   10,809,467 52,902 SH   SOLE   49,230 0 3,672
Elevance Health Inc Common Stock 036752103   3,245,394 9,258 SH   SOLE   8,671 0 587
Eli Lilly & Co Common Stock 532457108   644,809 600 SH   SOLE   0 0 600
Estee Lauder Cos Inc/The Common Stock 518439104   3,498,486 33,408 SH   SOLE   33,408 0 0
Exxon Mobil Corp Common Stock 30231G102   424,680 3,529 SH   SOLE   0 0 3,529
FactSet Research Systems Inc Common Stock 303075105   309,923 1,068 SH   SOLE   0 0 1,068
Ferrari NV Common Stock N3167Y103   11,857,738 31,680 SH   SOLE   30,582 0 1,098
Freeport-McMoRan Inc Common Stock 35671D857   360,406 7,096 SH   SOLE   0 0 7,096
Gaming and Leisure Properties Inc REIT 36467J108   245,796 5,500 SH   SOLE   0 0 5,500
Generac Holdings Inc Common Stock 368736104   4,294,838 31,494 SH   SOLE   31,494 0 0
General Electric Co Common Stock 369604301   2,093,988 6,798 SH   SOLE   6,798 0 0
General Motors Co Common Stock 37045V100   9,329,683 114,728 SH   SOLE   107,431 0 7,297
Goldman Sachs Group Inc/The Common Stock 38141G104   18,262,107 20,776 SH   SOLE   20,307 0 469
HDFC Bank Ltd ADR 40415F101   10,715,210 293,246 SH   SOLE   293,246 0 0
ICICI Bank Ltd ADR 45104G104   369,372 12,395 SH   SOLE   0 0 12,395
ICON PLC Common Stock G4705A100   5,967,888 32,751 SH   SOLE   30,206 0 2,545
Intercontinental Exchange Inc Common Stock 45866F104   340,117 2,100 SH   SOLE   0 0 2,100
Intuit Inc Common Stock 461202103   9,774,671 14,756 SH   SOLE   13,644 0 1,112
Jacobs Solutions Inc Common Stock 46982L108   13,564,834 102,407 SH   SOLE   98,262 0 4,145
Johnson & Johnson Common Stock 478160104   28,304,348 136,769 SH   SOLE   130,234 0 6,535
JPMorgan Chase & Co Common Stock 46625H100   25,998,001 80,684 SH   SOLE   77,700 0 2,984
KLA Corp Common Stock 482480100   1,839,632 1,514 SH   SOLE   1,514 0 0
Magnum Ice Cream Co NV/The Common Stock N5505D105   476,519 30,087 SH   SOLE   30,087 0 0
Marsh & McLennan Cos Inc Common Stock 571748102   550,438 2,967 SH   SOLE   0 0 2,967
Mastercard Inc Common Stock 57636Q104   18,819,062 32,965 SH   SOLE   31,460 0 1,505
Merck & Co Inc Common Stock 58933Y105   2,622,869 24,918 SH   SOLE   24,918 0 0
Meta Platforms Inc Common Stock 30303M102   1,825,150 2,765 SH   SOLE   2,202 0 563
Microsoft Corp Common Stock 594918104   72,030,850 148,941 SH   SOLE   142,342 0 6,599
Monster Beverage Corp Common Stock 61174X109   380,130 4,958 SH   SOLE   0 0 4,958
Moody's Corp Common Stock 615369105   9,815,473 19,214 SH   SOLE   18,519 0 695
Motorola Solutions Inc Common Stock 620076307   443,502 1,157 SH   SOLE   0 0 1,157
NetEase Inc ADR 64110W102   8,161,280 59,303 SH   SOLE   53,704 0 5,599
Netflix Inc Common Stock 64110L106   13,451,749 143,470 SH   SOLE   143,470 0 0
NVIDIA Corp Common Stock 67066G104   54,958,756 294,685 SH   SOLE   278,761 0 15,924
Okta Inc Common Stock 679295105   195,942 2,266 SH   SOLE   0 0 2,266
Philip Morris International Inc Common Stock 718172109   21,197,666 132,155 SH   SOLE   126,266 0 5,889
Pinterest Inc Common Stock 72352L106   5,736,993 221,591 SH   SOLE   212,403 0 9,188
Planet Fitness Inc Common Stock 72703H101   15,754,184 145,240 SH   SOLE   141,364 0 3,876
Procter & Gamble Co/The Common Stock 742718109   438,242 3,058 SH   SOLE   3,058 0 0
Prologis Inc REIT 74340W103   6,687,216 52,383 SH   SOLE   52,383 0 0
QUALCOMM Inc Common Stock 747525103   1,522,346 8,900 SH   SOLE   8,900 0 0
Robinhood Markets Inc Common Stock 770700102   187,294 1,656 SH   SOLE   0 0 1,656
S&P Global Inc Common Stock 78409V104   8,464,914 16,198 SH   SOLE   15,449 0 749
Smurfit WestRock PLC Common Stock G8267P108   5,632,356 145,854 SH   SOLE   145,854 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100   23,118,737 76,076 SH   SOLE   70,379 0 5,697
Take-Two Interactive Software Inc Common Stock 874054109   18,737,813 73,186 SH   SOLE   71,197 0 1,989
TD SYNNEX Corp Common Stock 87162W100   7,752,621 51,605 SH   SOLE   49,066 0 2,539
Teck Resources Ltd Common Stock 878742204   6,916,898 144,433 SH   SOLE   144,433 0 0
Tesla Inc Common Stock 88160R101   7,335,384 16,311 SH   SOLE   16,311 0 0
Texas Instruments Inc Common Stock 882508104   426,959 2,461 SH   SOLE   2,461 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   16,335,857 28,192 SH   SOLE   27,359 0 833
TKO Group Holdings Inc Common Stock 87256C101   27,836,087 133,187 SH   SOLE   126,899 0 6,288
TotalEnergies SE Common Stock F92124100   7,152,985 109,561 SH   SOLE   109,561 0 0
Tradeweb Markets Inc Common Stock 892672106   5,726,830 53,253 SH   SOLE   51,324 0 1,929
Trane Technologies PLC Common Stock G8994E103   372,854 958 SH   SOLE   0 0 958
TransUnion Common Stock 89400J107   502,496 5,860 SH   SOLE   0 0 5,860
Twilio Inc Common Stock 90138F102   6,275,488 44,119 SH   SOLE   44,119 0 0
UBS Group AG Common Stock H42097107   583,896 12,516 SH   SOLE   0 0 12,516
Valero Energy Corp Common Stock 91913Y100   12,455,715 76,514 SH   SOLE   76,514 0 0
VeriSign Inc Common Stock 92343E102   3,469,571 14,281 SH   SOLE   12,146 0 2,135
Verisk Analytics Inc Common Stock 92345Y106   6,569,776 29,370 SH   SOLE   29,370 0 0
Visa Inc Common Stock 92826C839   23,860,557 68,035 SH   SOLE   63,485 0 4,550
Zillow Group Inc Common Stock 98954M101   436,604 6,399 SH   SOLE   0 0 6,399
Zillow Group Inc Common Stock 98954M200   6,241,245 91,487 SH   SOLE   91,487 0 0
Zoetis Inc Common Stock 98978V103   171,871 1,366 SH   SOLE   0 0 1,366