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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 4,641,057 25,003 SH   SOLE   8,281 0 16,722
ACUITY INC COM 00508Y102 BBG001SBG656 2,462,797 8,255 SH   SOLE   3,365 0 4,890
ADOBE INC COM 00724F101 BBG001S5NCQ5 2,385,115 6,165 SH   SOLE   2,540 0 3,625
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 1,067,133 49,611 SH   SOLE   24,512 0 25,099
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,440,761 12,704 SH   SOLE   12,704 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 21,894,815 124,240 SH   SOLE   49,945 0 74,295
AMAZON COM INC COM 023135106 BBG001S5PQL7 18,228,018 83,085 SH   SOLE   33,194 0 49,891
AMBEV SA SPONSORED ADR 02319V103 BBG005KLVT74 471,273 195,549 SH   SOLE   122,200 0 73,349
AMDOCS LTD SHS G02602103 BBG001SBX7P3 2,386,656 26,158 SH   SOLE   10,550 0 15,608
APPLE INC COM 037833100 BBG001S5N8V8 17,279,828 84,222 SH   SOLE   33,880 0 50,342
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 3,375,262 18,437 SH   SOLE   6,523 0 11,914
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 5,525,313 15,783 SH   SOLE   6,686 0 9,097
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 1,089,890 1,360 SH   SOLE   883 0 477
ASSURANT INC COM 04621X108 BBG001SD9DW5 3,617,819 18,319 SH   SOLE   7,283 0 11,036
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 225,573 3,228 SH   SOLE   2,033 0 1,195
AUTODESK INC COM 052769106 BBG001S5SCD4 5,915,883 19,110 SH   SOLE   7,945 0 11,165
AUTOZONE INC COM 053332102 BBG001S6Q5D9 3,745,640 1,009 SH   SOLE   396 0 613
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 BBG001S5XP76 1,077,314 70,092 SH   SOLE   44,501 0 25,591
BANCO SANTANDER S.A. ADR 05964H105 BBG001S5WCX7 393,960 47,465 SH   SOLE   47,465 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 BBG001S7BGZ5 7,392,059 166,939 SH   SOLE   140,800 0 26,139
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 1,690,844 35,160 SH   SOLE   29,260 0 5,900
BRF SA SPONSORED ADR 10552T107 BBG001S5V2P9 43,800 12,000 SH   SOLE   6,000 0 6,000
BROADCOM INC COM 11135F101 BBG00KHY5SY8 14,052,086 50,978 SH   SOLE   19,948 0 31,030
CACI INTL INC CL A 127190304 BBG001SF9NK1 3,100,457 6,504 SH   SOLE   2,392 0 4,112
CBRE GROUP INC CL A 12504L109 BBG001SC2D27 1,791,154 12,783 SH   SOLE   5,213 0 7,570
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 7,571,175 34,220 SH   SOLE   23,169 0 11,051
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 6,646,391 27,293 SH   SOLE   12,696 0 14,597
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 3,478,394 6,487 SH   SOLE   2,983 0 3,504
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,010,594 8,092 SH   SOLE   3,246 0 4,846
CROCS INC COM 227046109 BBG001SDGFR8 938,764 9,269 SH   SOLE   4,376 0 4,893
CURTISS WRIGHT CORP COM 231561101 BBG001S5QBK0 6,048,738 12,381 SH   SOLE   3,321 0 9,060
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 2,448,325 23,754 SH   SOLE   10,130 0 13,624
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG001S683N3 1,011,888 34,559 SH   SOLE   21,900 0 12,659
DOLE PLC ORD SHS G27907107 BBG011PCV5C3 3,419,939 244,456 SH   SOLE   234,069 0 10,387
DONALDSON INC COM 257651109 BBG001S5QDV4 2,301,449 33,186 SH   SOLE   13,490 0 19,696
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 1,812,597 29,550 SH   SOLE   13,670 0 15,880
DROPBOX INC CL A 26210C104 BBG001TFLWN3 2,167,194 75,776 SH   SOLE   34,208 0 41,568
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 8,100,783 50,725 SH   SOLE   20,745 0 29,980
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 10,444,262 19,526 SH   SOLE   7,794 0 11,732
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 1,266,085 20,530 SH   SOLE   9,264 0 11,266
EXELIXIS INC COM 30161Q104 BBG001SD42W4 4,411,467 100,090 SH   SOLE   41,699 0 58,391
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 2,983,106 17,685 SH   SOLE   7,823 0 9,862
F5 INC COM 315616102 BBG001SCP8D1 2,018,447 6,858 SH   SOLE   3,354 0 3,504
FERRARI N V COM N3167Y103 BBG009PH3Q95 730,712 1,489 SH   SOLE   941 0 548
FUTU HLDGS LTD SPON ADS CL A 36118L106 BBG00MYXW5H6 793,695 6,422 SH   SOLE   6,422 0 0
GARMIN LTD SHS H2906T109 BBG001SG0H12 7,377,626 35,347 SH   SOLE   13,996 0 21,351
GARTNER INC COM 366651107 BBG001S5SD60 4,003,799 9,905 SH   SOLE   4,014 0 5,891
GEN DIGITAL INC COM 668771108 BBG001S5QG38 5,036,161 171,298 SH   SOLE   68,739 0 102,559
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 2,065,829 46,940 SH   SOLE   23,980 0 22,960
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 4,871,073 43,935 SH   SOLE   18,069 0 25,866
GLOBUS MED INC CL A 379577208 BBG002V87T57 1,193,384 20,220 SH   SOLE   9,396 0 10,824
GODADDY INC CL A 380237107 BBG006MDLXZ9 7,333,484 40,728 SH   SOLE   16,590 0 24,138
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 BBG011768M71 4,181,927 831,397 SH   SOLE   631,397 0 200,000
HARTFORD INSURANCE GROUP INC COM 416515104 BBG001S8PXF3 4,067,960 32,064 SH   SOLE   11,283 0 20,781
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 1,550,277 8,329 SH   SOLE   8,329 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 BBG001SCZVC0 468,995 7,715 SH   SOLE   4,896 0 2,819
ICON PLC SHS G4705A100 BBG001SDCL35 7,057,961 48,525 SH   SOLE   30,072 0 18,453
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 9,734,571 18,150 SH   SOLE   7,173 0 10,977
INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 507,351 27,380 SH   SOLE   27,380 0 0
INGREDION INC COM 457187102 BBG001SBH4X9 6,342,134 46,764 SH   SOLE   18,218 0 28,546
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 BBG001SJPM63 634,255 5,499 SH   SOLE   3,503 0 1,996
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 763,366 4,844 SH   SOLE   2,106 0 2,738
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 418,714 7,520 SH   SOLE   7,520 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 BBG001S8KHC6 2,783,254 71,863 SH   SOLE   69,715 0 2,148
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 BBG00GSNPMQ9 1,232,665 31,737 SH   SOLE   12,713 0 19,024
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 1,290,101 12,157 SH   SOLE   8,384 0 3,773
KB FINL GROUP INC SPONSORED ADR 48241A105 BBG001T309X3 283,284 3,430 SH   SOLE   3,430 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,162,472 9,017 SH   SOLE   4,037 0 4,980
KLA CORP COM NEW 482480100 BBG001S5SLM4 7,216,081 8,056 SH   SOLE   3,342 0 4,714
LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 9,451,086 59,908 SH   SOLE   23,332 0 36,576
LOGITECH INTL S A SHS H50430232 BBG001S9T9J6 531,226 5,894 SH   SOLE   3,761 0 2,133
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 6,687,590 17,835 SH   SOLE   7,124 0 10,711
MAPLEBEAR INC COM 565394103 BBG00KG5VJG3 5,357,411 118,422 SH   SOLE   47,360 0 71,062
MASTEC INC COM 576323109 BBG001S95HF8 1,627,266 9,548 SH   SOLE   4,280 0 5,268
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 6,625,273 11,790 SH   SOLE   4,471 0 7,319
MATTEL INC COM 577081102 BBG001S5SZF1 1,345,890 68,250 SH   SOLE   27,416 0 40,834
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 1,239,433 3,949 SH   SOLE   1,703 0 2,246
MERCK & CO INC COM 58933Y105 BBG001S5TC52 7,181,237 90,718 SH   SOLE   36,166 0 54,552
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 16,728,072 22,664 SH   SOLE   9,147 0 13,517
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 2,686,585 2,287 SH   SOLE   978 0 1,309
MGIC INVT CORP WIS COM 552848103 BBG001S6SFR0 2,173,636 78,076 SH   SOLE   36,770 0 41,306
MICROSOFT CORP COM 594918104 BBG001S5TD05 21,751,739 43,730 SH   SOLE   17,553 0 26,177
MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 1,084,381 22,549 SH   SOLE   216 0 22,333
MOODYS CORP COM 615369105 BBG001S5VP87 7,410,992 14,775 SH   SOLE   6,294 0 8,481
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 2,425,213 5,768 SH   SOLE   2,406 0 3,362
MSCI INC COM 55354G100 BBG001SV8B05 8,932,549 15,488 SH   SOLE   6,285 0 9,203
NATWEST GROUP PLC SPONS ADR 639057207 BBG001T03WR2 1,193,227 84,327 SH   SOLE   53,622 0 30,705
NETEASE INC SPONSORED ADS 64110W102 BBG001SCVWD1 7,566,491 56,223 SH   SOLE   38,991 0 17,232
NETFLIX INC COM 64110L106 BBG001SF6L46 18,342,064 13,697 SH   SOLE   5,458 0 8,239
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 231,238 1,369 SH   SOLE   868 0 501
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 1,724,029 14,247 SH   SOLE   9,066 0 5,181
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 36,481,155 230,908 SH   SOLE   92,193 0 138,715
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 6,129,737 28,055 SH   SOLE   16,920 0 11,135
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,472,274 16,335 SH   SOLE   6,975 0 9,360
ORIX CORP SPONSORED ADR 686330101 BBG001S5SFJ1 661,525 29,375 SH   SOLE   19,885 0 9,490
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 1,468,563 19,760 SH   SOLE   9,624 0 10,136
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 5,386,495 29,575 SH   SOLE   0 0 29,575
PINTEREST INC CL A 72352L106 BBG002583CW7 4,387,041 122,338 SH   SOLE   49,746 0 72,592
POPULAR INC COM NEW 733174700 BBG001S5PC01 3,228,051 29,290 SH   SOLE   12,408 0 16,882
QIAGEN NV COM SHS N72482206 BBG001S91B01 414,037 8,615 SH   SOLE   5,455 0 3,160
QUALCOMM INC COM 747525103 BBG001S6VS70 6,804,384 42,725 SH   SOLE   17,002 0 25,723
RESMED INC COM 761152107 BBG001SBGRC2 5,254,170 20,365 SH   SOLE   8,384 0 11,981
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 2,394,738 41,055 SH   SOLE   36,015 0 5,040
RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 1,612,291 142,807 SH   SOLE   66,330 0 76,477
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,282,369 2,432 SH   SOLE   982 0 1,450
SALESFORCE INC COM 79466L302 BBG001SDLP09 3,214,742 11,789 SH   SOLE   4,909 0 6,880
SAP SE SPON ADR 803054204 BBG001S6RD41 673,582 2,215 SH   SOLE   1,388 0 827
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 1,455,124 43,051 SH   SOLE   16,705 0 26,346
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMH4 5,384,540 33,666 SH   SOLE   21,570 0 12,096
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 3,453,015 114,680 SH   SOLE   112,670 0 2,010
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,016,439 14,436 SH   SOLE   9,141 0 5,295
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 1,174,635 3,421 SH   SOLE   1,392 0 2,029
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 3,369,208 20,958 SH   SOLE   9,292 0 11,666
SK TELECOM CO LTD SPONSORED ADR 78440P306 BBG001S91DP0 382,613 16,386 SH   SOLE   16,386 0 0
SNAP ON INC COM 833034101 BBG001S5W688 8,372,920 26,907 SH   SOLE   11,089 0 15,818
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,179,836 45,326 SH   SOLE   28,689 0 16,637
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 23,073,146 30,069 SH   SOLE   17,512 0 12,557
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 434,195 11,594 SH   SOLE   7,135 0 4,459
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 BBG014V541F1 1,089,650 99,330 SH   SOLE   95,540 0 3,790
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,848,838 8,163 SH   SOLE   8,163 0 0
TEEKAY TANKERS LTD CL A G8726X106 BBG001SSHNW1 1,965,805 47,119 SH   SOLE   41,687 0 5,432
TERADATA CORP DEL COM 88076W103 BBG001SPRJ28 1,632,267 73,163 SH   SOLE   28,920 0 44,243
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 BBG001S62NT9 172,427 10,288 SH   SOLE   10,288 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 4,750,413 38,468 SH   SOLE   15,232 0 23,236
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 333,655 5,435 SH   SOLE   3,442 0 1,993
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 2,975,897 31,896 SH   SOLE   12,566 0 19,330
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 998,294 16,320 SH   SOLE   10,386 0 5,934
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG001S6S976 1,437,425 7,935 SH   SOLE   3,570 0 4,365
UNUM GROUP COM 91529Y106 BBG001S5X2J4 2,456,235 30,414 SH   SOLE   11,731 0 18,683
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 4,278,108 33,316 SH   SOLE   14,963 0 18,353
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 1,253,470 38,450 SH   SOLE   16,981 0 21,469
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 BBG002NLDML7 644,953 42,854 SH   SOLE   42,854 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 12,101,879 34,085 SH   SOLE   13,680 0 20,405
WABTEC COM 929740108 BBG001S5XBT3 3,456,997 16,513 SH   SOLE   6,529 0 9,984
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJS4 727,080 14,452 SH   SOLE   9,787 0 4,665
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,841,469 72,909 SH   SOLE   29,462 0 43,447
WIX COM LTD SHS M98068105 BBG004336Q89 16,912,119 106,728 SH   SOLE   60,469 0 46,259
WOORI FINL GROUP INC SPONSORED ADS 981064108 BBG00MYXJJT8 636,146 12,792 SH   SOLE   12,792 0 0
XP INC CL A G98239109 BBG00QVJYHP4 506,980 25,098 SH   SOLE   25,098 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 1,954,725 25,067 SH   SOLE   10,554 0 14,513