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 LABS COM 002824100   1,221,460 11,204 SH   OTR   11,204 0 0
ABBVIE INC COM 00287Y109   1,984,977 14,733 SH   OTR   14,733 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   1,385,385 12,176 SH   OTR   12,176 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,170,001 27,829 SH   OTR   27,829 0 0
AECOM COM 00766T100   1,779,591 21,013 SH   OTR   21,013 0 0
AGCO CORP COM 001084102   4,126,719 31,401 SH   OTR   31,401 0 0
AGNICO EAGLE MINES LTD COM 008474108   957,768 10,892 SH   OTR   10,892 0 0
ALCOA CORP COM 013872106   1,390,146 40,971 SH   OTR   40,971 0 0
ALPHABET INC CAP STK CL C 02079K107   4,864,204 40,210 SH   OTR   40,210 0 0
ALPHABET INC CAP STK CL A 02079K305   6,961,513 58,158 SH   OTR   58,158 0 0
AMAZON COM INC COM 023135106   9,608,184 73,705 SH   OTR   73,705 0 0
AMBEV SA SPONSORED ADR 02319V103   1,160,700 365,000 SH   OTR   365,000 0 0
AMCOR PLC ORD G0250X107   361,066 36,179 SH   OTR   36,179 0 0
AMERICAN EXPRESS CO COM 025816109   1,744,961 10,017 SH   OTR   10,017 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   6,397,484 44,816 SH   OTR   44,816 0 0
AMERIPRISE FINL INC COM 03076C106   15,180,376 45,702 SH   OTR   45,702 0 0
ANSYS INC COM 03662Q105   5,255,256 15,912 SH   OTR   15,912 0 0
APPLE INC COM 037833100   26,222,028 135,186 SH   OTR   135,186 0 0
APPLIED MATLS INC COM 038222105   1,680,711 11,628 SH   OTR   11,628 0 0
ASPEN TECHNOLOGY INC COM 29109X106   3,053,184 18,216 SH   OTR   18,216 0 0
AT&T INC COM 00206R102   796,846 49,959 SH   OTR   49,959 0 0
BAIDU INC SPON ADR REP A 056752108   4,173,291 30,482 SH   OTR   30,482 0 0
BAKER HUGHES COMPANY CL A 05722G100   889,031 28,125 SH   OTR   28,125 0 0
BANK AMERICA CORP COM 060505104   1,604,947 55,941 SH   OTR   55,941 0 0
BANK NEW YORK MELLON CORP COM 064058100   645,718 14,504 SH   OTR   14,504 0 0
BENTLEY SYS INC COM CL B 08265T208   1,644,091 30,317 SH   OTR   30,317 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,224,067 19,141 SH   OTR   19,141 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   956,948 16,141 SH   OTR   16,141 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   646,945 11,671 SH   OTR   11,671 0 0
BRUNSWICK CORP COM 117043109   17,328,000 200,000 SH   OTR   200,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,873,319 25,044 SH   OTR   25,044 0 0
CAMPBELL SOUP CO COM 134429109   3,638,425 79,598 SH   OTR   79,598 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   373,800 21,000 SH   OTR   21,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   3,365,566 67,704 SH   OTR   67,704 0 0
CHEMED CORP NEW COM 16359R103   13,541,750 25,000 SH   OTR   25,000 0 0
CISCO SYS INC COM 17275R102   2,100,178 40,591 SH   OTR   40,591 0 0
COCA COLA CO COM 191216100   2,143,049 35,587 SH   OTR   35,587 0 0
COMCAST CORP NEW CL A 20030N101   1,318,880 31,742 SH   OTR   31,742 0 0
CONAGRA BRANDS INC COM 205887102   5,087,033 150,861 SH   OTR   150,861 0 0
COPART INC COM 217204106   4,351,082 47,704 SH   OTR   47,704 0 0
CROWN HLDGS INC COM 228368106   4,842,655 55,746 SH   OTR   55,746 0 0
CSX CORP COM 126408103   634,772 18,615 SH   OTR   18,615 0 0
CVS HEALTH CORP COM 126650100   863,848 12,496 SH   OTR   12,496 0 0
DARLING INGREDIENTS INC COM 237266101   3,846,537 60,300 SH   OTR   60,300 0 0
DEXCOM INC COM 252131107   7,733,603 60,179 SH   OTR   60,179 0 0
DISNEY WALT CO COM 254687106   1,141,356 12,784 SH   OTR   12,784 0 0
DOVER CORP COM 260003108   1,547,963 10,484 SH   OTR   10,484 0 0
EBAY INC. COM 278642103   4,189,822 93,753 SH   OTR   93,753 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,004,237 10,646 SH   OTR   10,646 0 0
ELDORADO GOLD CORP NEW COM 284902509   331,705 18,608 SH   OTR   18,608 0 0
ENBRIDGE INC COM 29250N105   968,988 14,822 SH   OTR   14,822 0 0
ENPHASE ENERGY INC COM 29355A107   1,847,639 11,032 SH   OTR   11,032 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   13,527,298 202,232 SH   OTR   202,232 0 0
ETSY INC COM 29786A106   1,136,820 13,436 SH   OTR   13,436 0 0
EVERSOURCE ENERGY COM 30040W108   732,604 10,330 SH   OTR   10,330 0 0
EVOLENT HEALTH INC CL A 30050B101   9,090,000 300,000 SH   OTR   300,000 0 0
EXXON MOBIL CORP COM 30231G102   2,555,768 23,830 SH   OTR   23,830 0 0
FORD MTR CO DEL COM 345370860   607,591 40,158 SH   OTR   40,158 0 0
GENERAL MLS INC COM 370334104   836,260 10,903 SH   OTR   10,903 0 0
GILEAD SCIENCES INC COM 375558103   1,063,874 13,804 SH   OTR   13,804 0 0
GLOBE LIFE INC COM 37959E102   13,217,870 120,579 SH   OTR   120,579 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,371,523 399,861 SH   OTR   399,861 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   5,672,161 236,045 SH   OTR   236,045 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   481,919 12,427 SH   OTR   12,427 0 0
HAIN CELESTIAL GROUP INC COM 405217100   663,255 53,018 SH   OTR   53,018 0 0
HOLOGIC INC COM 436440101   13,024,105 160,851 SH   OTR   160,851 0 0
HP INC COM 40434L105   404,850 13,183 SH   OTR   13,183 0 0
INGERSOLL RAND INC COM 45687V106   1,196,938 18,313 SH   OTR   18,313 0 0
INMODE LTD SHS M5425M103   20,936,804 560,557 SH   OTR   560,557 0 0
INTEL CORP COM 458140100   816,739 24,424 SH   OTR   24,424 0 0
INTERPUBLIC GROUP COS INC COM 460690100   509,179 13,198 SH   OTR   13,198 0 0
IQVIA HLDGS INC COM 46266C105   20,864,050 92,824 SH   OTR   92,824 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   1,327,750 10,946 SH   OTR   10,946 0 0
JOHNSON & JOHNSON COM 478160104   2,950,394 17,825 SH   OTR   17,825 0 0
JPMORGAN CHASE & CO COM 46625H100   3,173,937 21,823 SH   OTR   21,823 0 0
KE HLDGS INC SPONSORED ADS 482497104   1,330,441 89,592 SH   OTR   89,592 0 0
KIMCO RLTY CORP COM 49446R109   269,434 13,663 SH   OTR   13,663 0 0
KINDER MORGAN INC DEL COM 49456B101   551,040 32,000 SH   OTR   32,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   14,644,628 60,683 SH   OTR   60,683 0 0
LILLY ELI & CO COM 532457108   16,831,692 35,890 SH   OTR   35,890 0 0
MANULIFE FINL CORP COM 56501R106   33,495,838 1,006,314 SH   OTR   1,006,314 0 0
MASTEC INC COM 576323109   4,365,126 37,002 SH   OTR   37,002 0 0
MERCK & CO INC COM 58933Y105   15,970,553 138,405 SH   OTR   138,405 0 0
META PLATFORMS INC CL A 30303M102   5,807,040 20,235 SH   OTR   20,235 0 0
MICRON TECHNOLOGY INC COM 595112103   3,712,761 58,830 SH   OTR   58,830 0 0
MICROSOFT CORP COM 594918104   20,721,518 60,849 SH   OTR   60,849 0 0
MONDELEZ INTL INC CL A 609207105   1,547,203 21,212 SH   OTR   21,212 0 0
NEWMONT CORP COM 651639106   684,096 16,036 SH   OTR   16,036 0 0
NEXTERA ENERGY INC COM 65339F101   950,205 12,806 SH   OTR   12,806 0 0
NIKE INC CL B 654106103   1,427,857 12,937 SH   OTR   12,937 0 0
NVIDIA CORPORATION COM 67066G104   9,857,635 23,303 SH   OTR   23,303 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,877,035 19,846 SH   OTR   19,846 0 0
ONEOK INC NEW COM 682680103   619,977 10,045 SH   OTR   10,045 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   6,498,000 200,000 SH   OTR   200,000 0 0
ORACLE CORP COM 68389X105   1,363,581 11,450 SH   OTR   11,450 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   271,872 28,800 SH   OTR   28,800 0 0
PEMBINA PIPELINE CORP COM 706327103   1,242,232 22,437 SH   OTR   22,437 0 0
PEPSICO INC COM 713448108   3,017,975 16,294 SH   OTR   16,294 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,383,000 100,000 SH   OTR   100,000 0 0
PFIZER INC COM 717081103   1,595,360 43,494 SH   OTR   43,494 0 0
PROCTER AND GAMBLE CO COM 742718109   1,923,456 12,676 SH   OTR   12,676 0 0
PTC INC COM 69370C100   1,506,530 10,587 SH   OTR   10,587 0 0
QUALCOMM INC COM 747525103   1,235,635 10,380 SH   OTR   10,380 0 0
REPUBLIC SVCS INC COM 760759100   7,109,386 46,415 SH   OTR   46,415 0 0
RESMED INC COM 761152107   13,165,499 60,254 SH   OTR   60,254 0 0
ROYAL BK CDA COM 780087102   1,802,910 10,714 SH   OTR   10,714 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   13,691,709 131,981 SH   OTR   131,981 0 0
S&P GLOBAL INC COM 78409V104   5,697,048 14,211 SH   OTR   14,211 0 0
SALESFORCE INC COM 79466L302   2,901,867 13,736 SH   OTR   13,736 0 0
SCHLUMBERGER LTD COM STK 806857108   1,354,386 27,573 SH   OTR   27,573 0 0
SEA LTD SPONSORD ADS 81141R100   863,809 14,883 SH   OTR   14,883 0 0
SERVICE CORP INTL COM 817565104   19,377,000 300,000 SH   OTR   300,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   2,551,399 99,820 SH   OTR   99,820 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,804,308 10,423 SH   OTR   10,423 0 0
SPROUTS FMRS MKT INC COM 85208M102   5,801,063 157,938 SH   OTR   157,938 0 0
STARBUCKS CORP COM 855244109   1,086,688 10,970 SH   OTR   10,970 0 0
SURGERY PARTNERS INC COM 86881A100   3,004,252 66,776 SH   OTR   66,776 0 0
TC ENERGY CORP COM 87807B107   783,163 11,004 SH   OTR   11,004 0 0
TESLA INC COM 88160R101   6,618,593 25,284 SH   OTR   25,284 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   19,866,675 38,077 SH   OTR   38,077 0 0
THOR INDS INC COM 885160101   15,525,000 150,000 SH   OTR   150,000 0 0
TJX COS INC NEW COM 872540109   5,022,027 59,229 SH   OTR   59,229 0 0
TOLL BROTHERS INC COM 889478103   13,441,900 170,000 SH   OTR   170,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   2,235,586 20,482 SH   OTR   20,482 0 0
TREX CO INC COM 89531P105   4,004,864 61,087 SH   OTR   61,087 0 0
UBER TECHNOLOGIES INC COM 90353T100   885,762 20,518 SH   OTR   20,518 0 0
UNITED RENTALS INC COM 911363109   6,594,148 14,806 SH   OTR   14,806 0 0
UNITEDHEALTH GROUP INC COM 91324P102   22,700,147 47,229 SH   OTR   47,229 0 0
VENTAS INC COM 92276F100   6,925,008 146,499 SH   OTR   146,499 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,256,613 33,789 SH   OTR   33,789 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   20,355,882 57,844 SH   OTR   57,844 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109   8,886,150 45,000 SH   OTR   45,000 0 0
VISA INC COM CL A 92826C839   4,297,676 18,097 SH   OTR   18,097 0 0
WALMART INC COM 931142103   1,830,518 11,646 SH   OTR   11,646 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   306,917 24,475 SH   OTR   24,475 0 0
WASTE CONNECTIONS INC COM 94106B101   1,559,795 10,913 SH   OTR   10,913 0 0
WILLIAMS COS INC COM 969457100   585,774 17,952 SH   OTR   17,952 0 0
XYLEM INC COM 98419M100   2,035,944 18,078 SH   OTR   18,078 0 0
YETI HLDGS INC COM 98585X104   1,677,150 43,181 SH   OTR   43,181 0 0
YUM CHINA HLDGS INC COM 98850P109   3,678,885 65,113 SH   OTR   65,113 0 0
ZOETIS INC CL A 98978V103   1,911,703 11,101 SH   OTR   11,101 0 0