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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,839 73,000 SH   SOLE   73,000 0 0
ALPHABET INC CAP STK CL A 02079K305 1,435 15,000 SH   SOLE   15,000 0 0
ANGI INC COM CL A NEW 00183L102 306 103,837 SH   SOLE   103,837 0 0
ARAMARK COM 03852U106 4,815 154,332 SH   SOLE   154,332 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,640 225,000 SH   SOLE   225,000 0 0
AUTOLIV INC COM 052800109 16,458 247,000 SH   SOLE   247,000 0 0
BAIDU INC SPON ADR REP A 056752108 308,726 2,627,681 SH   SOLE   2,597,634 0 30,047
BANCO BRADESCO S A SP ADR PFD NEW 059460303 14,536 3,950,000 SH   SOLE   3,950,000 0 0
BANCO SANTANDER MEXICO SA SPONSORED ADS B 05969B103 1,402 275,000 SH   SOLE   275,000 0 0
BARRICK GOLD CORP COM 067901108 24,800 1,600,000 SH   SOLE   1,600,000 0 0
BOOKING HOLDINGS INC COM 09857L108 3,968 2,415 SH   SOLE   2,415 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 230,727 2,498,402 SH   SOLE   2,465,393 0 33,009
BORGWARNER INC COM 099724106 58,745 1,870,871 SH   SOLE   1,870,871 0 0
CAMECO CORP COM 13321L108 27,028 1,018,891 SH   SOLE   921,000 0 97,891
CRITEO S A SPONS ADS 226718104 1,115 41,233 SH   SOLE   41,233 0 0
DOLLAR TREE INC COM 256746108 3,438 25,261 SH   SOLE   25,261 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 91,371 1,456,107 SH   SOLE   1,456,107 0 0
FRONTDOOR INC COM 35905A109 7,442 365,000 SH   SOLE   365,000 0 0
FTI CONSULTING INC COM 302941109 88,324 533,006 SH   SOLE   523,643 0 9,363
GRIFOLS S A SP ADR REP B NVT 398438408 42,617 6,918,335 SH   SOLE   6,626,288 0 292,047
HAIN CELESTIAL GROUP INC COM 405217100 89,398 5,296,068 SH   SOLE   5,169,101 0 126,967
ICICI BANK LIMITED ADR 45104G104 111,735 5,328,315 SH   SOLE   5,271,874 0 56,441
IMPINJ INC COM 453204109 688 8,600 SH   SOLE   8,600 0 0
INTERPUBLIC GROUP COS INC COM 460690100 343,569 13,420,665 SH   SOLE   13,254,442 0 166,223
IPG PHOTONICS CORP COM 44980X109 19,991 237,000 SH   SOLE   237,000 0 0
MERCK & CO INC COM 58933Y105 8,181 95,000 SH   SOLE   95,000 0 0
MORNINGSTAR INC COM 617700109 1,062 5,000 SH   SOLE   5,000 0 0
NICE LTD SPONSORED ADR 653656108 114,534 608,449 SH   SOLE   583,625 0 24,824
NUTRIEN LTD COM 67077M108 162,279 1,935,586 SH   SOLE   1,892,939 0 42,647
PARAMOUNT GLOBAL CLASS B COM 92556H206 7,692 404,000 SH   SOLE   404,000 0 0
PAYPAL HLDGS INC COM 70450Y103 197,188 2,291,017 SH   SOLE   2,259,063 0 31,954
PITNEY BOWES INC COM 724479100 1,142 490,000 SH   SOLE   490,000 0 0
PRICESMART INC COM 741511109 96,623 1,677,779 SH   SOLE   1,642,902 0 34,877
SABRE CORP COM 78573M104 1,777 345,000 SH   SOLE   345,000 0 0
STERICYCLE INC COM 858912108 215,048 5,106,811 SH   SOLE   5,038,894 0 67,917
T-MOBILE US INC COM 872590104 18,918 141,000 SH   SOLE   141,000 0 0
WOODWARD INC COM 980745103 1,084 13,500 SH   SOLE   13,500 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 84,154 321,187 SH   SOLE   315,071 0 6,116