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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1,516,324 7,647 SH   SOLE   5,197 0 2,450
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,181,612 4,861 SH   SOLE   2,530 0 2,331
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 974,071 7,764 SH   SOLE   7,764 0 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 9,866,896 47,588 SH   SOLE   21,388 0 26,200
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 1,546,156 4,673 SH   SOLE   2,130 0 2,543
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 25,298,091 87,975 SH   SOLE   36,413 0 51,562
AMAZON COM INC COM 023135106 BBG001S5PQL7 10,683,626 51,297 SH   SOLE   20,574 0 30,723
AMDOCS LTD SHS G02602103 BBG001SBX7P3 3,211,967 49,218 SH   SOLE   21,100 0 28,118
AMENTUM HOLDINGS INC COM 023939101 BBG01NY7B770 2,496,325 95,718 SH   SOLE   40,530 0 55,188
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 BBG001T53FW2 337,277 4,862 SH   SOLE   3,850 0 1,012
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 4,413,122 193,558 SH   SOLE   77,150 0 116,408
APPLE INC COM 037833100 BBG001S5N8V8 23,064,435 90,880 SH   SOLE   38,180 0 52,700
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 2,945,598 7,401 SH   SOLE   3,206 0 4,195
ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,431,648 1,841 SH   SOLE   1,479 0 362
ASTRAZENECA PLC ORD G0593M107 BBG001SCNW31 809,391 4,104 SH   SOLE   3,315 0 789
AT&T INC COM 00206R102 BBG001S5VWH2 6,905,302 238,196 SH   SOLE   98,970 0 139,226
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 BBG001S5XP76 1,666,152 76,923 SH   SOLE   62,708 0 14,215
BANCO SANTANDER SA ADR 05964H105 BBG001S5WCX7 936,037 82,982 SH   SOLE   82,982 0 0
BANK OF N T BUTTERFIELD & SO SHS NEW G0772R208 BBG001S7BGZ5 10,809,988 205,983 SH   SOLE   175,740 0 30,243
BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 436,827 20,644 SH   SOLE   16,631 0 4,013
BEONE MEDICINES LTD SPONSORED ADS 07725L102 BBG00B6WF7V2 414,867 1,397 SH   SOLE   1,099 0 298
BHP BILLITON LIMITED SPONSORED ADS 088606108 BBG001S5P5K4 2,442,391 33,577 SH   SOLE   29,665 0 3,912
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 3,894,546 23,125 SH   SOLE   9,650 0 13,475
BROADCOM INC COM 11135F101 BBG00KHY5SY8 21,236,100 68,612 SH   SOLE   28,088 0 40,524
CBRE GROUP INC CL A 12504L109 BBG001SC2D27 1,673,337 12,353 SH   SOLE   5,203 0 7,150
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 400,409 2,803 SH   SOLE   1,312 0 1,491
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 6,464,620 22,782 SH   SOLE   9,016 0 13,766
CHEWY INC CL A 16679L109 BBG00P19DLQ4 1,639,629 60,727 SH   SOLE   28,270 0 32,457
COGNYTE SOFTWARE LTD ORD SHS M25133105 BBG00R0ZFHW3 1,463,022 180,620 SH   SOLE   180,620 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 3,940,183 46,230 SH   SOLE   20,810 0 25,420
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 4,543,772 3,295 SH   SOLE   1,393 0 1,902
COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 6,081,212 6,103 SH   SOLE   2,433 0 3,670
CREDICORP LTD COM G2519Y108 BBG001S8L8P1 881,868 2,600 SH   SOLE   2,600 0 0
CROWN HLDGS INC COM 228368106 BBG001S5PKZ5 3,497,322 34,886 SH   SOLE   14,165 0 20,721
DEUTSCHE BK AG NAMEN AKT D18190898 BBG001S683N3 467,278 15,691 SH   SOLE   12,575 0 3,116
DOCUSIGN INC COM 256163106 BBG001T535D5 1,546,799 32,626 SH   SOLE   13,390 0 19,236
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 3,218,608 29,391 SH   SOLE   13,540 0 15,851
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 1,286,044 55,195 SH   SOLE   25,180 0 30,015
DROPBOX INC CL A 26210C104 BBG001TFLWN3 1,647,700 72,522 SH   SOLE   33,298 0 39,224
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 4,105,349 38,454 SH   SOLE   17,200 0 21,254
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 818,047 1,108 SH   SOLE   1,104 0 4
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 2,580,892 43,633 SH   SOLE   18,020 0 25,613
EXELIXIS INC COM 30161Q104 BBG001SD42W4 4,050,532 94,440 SH   SOLE   39,329 0 55,111
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 1,316,997 5,704 SH   SOLE   2,510 0 3,194
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 3,757,741 3,520 SH   SOLE   1,490 0 2,030
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD786 1,688,802 7,240 SH   SOLE   3,190 0 4,050
FERRARI N V COM N3167Y103 BBG009PH3Q95 1,007,904 2,978 SH   SOLE   2,400 0 578
FOX CORP CL A COM 35137L105 BBG00JHNJX06 7,896,264 135,210 SH   SOLE   55,950 0 79,260
FUTU HLDGS LTD SPON ADS CL A 36118L106 BBG00MYXW5H6 6,355,511 46,472 SH   SOLE   31,342 0 15,130
GAMING & LEISURE P COM 36467J108 BBG003MSMCT5 900,755 20,301 SH   SOLE   100 0 20,201
GARTNER INC COM 366651107 BBG001S5SD60 3,322,448 20,983 SH   SOLE   8,872 0 12,111
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 1,677,368 45,030 SH   SOLE   23,340 0 21,690
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 359,877 8,626 SH   SOLE   6,798 0 1,828
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 2,363,436 16,958 SH   SOLE   6,329 0 10,629
GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1Q42 2,578,135 83,570 SH   SOLE   76,110 0 7,460
GLOBUS MED INC CL A 379577208 BBG002V87T57 1,652,893 19,184 SH   SOLE   9,176 0 10,008
GODADDY INC CL A 380237107 BBG006MDLXZ9 3,196,601 38,667 SH   SOLE   15,880 0 22,787
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 BBG011768M71 39,491 10,790 SH   SOLE   10,790 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 BBG001T6Y5T2 403,829 8,030 SH   SOLE   8,030 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 BBG001S8PXF3 4,153,725 30,716 SH   SOLE   10,983 0 19,733
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 3,774,562 7,976 SH   SOLE   3,460 0 4,516
HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 5,192,973 271,032 SH   SOLE   115,780 0 155,252
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 9,953,881 17,715 SH   SOLE   7,357 0 10,358
INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 221,969 16,430 SH   SOLE   16,430 0 0
INSULET CORP COM 45784P101 BBG001SRF439 1,142,159 5,443 SH   SOLE   2,460 0 2,983
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1,238,408 12,750 SH   SOLE   12,750 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 91,426 10,910 SH   SOLE   10,910 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 BBG001S8KHC6 6,208,832 126,685 SH   SOLE   126,685 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 11,159,395 7,579 SH   SOLE   3,122 0 4,457
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 12,973,222 60,719 SH   SOLE   23,130 0 37,589
LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 9,018,294 57,988 SH   SOLE   23,462 0 34,526
MAPLEBEAR INC COM 565394103 BBG00KG5VJG3 4,192,149 111,910 SH   SOLE   44,660 0 67,250
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 5,194,965 10,397 SH   SOLE   4,330 0 6,067
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 8,815,422 10,187 SH   SOLE   4,113 0 6,074
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 5,162,523 10,751 SH   SOLE   4,490 0 6,261
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,382,121 23,390 SH   SOLE   9,462 0 13,928
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 6,499,366 19,238 SH   SOLE   7,080 0 12,158
MICROSOFT CORP COM 594918104 BBG001S5TD05 15,654,489 42,290 SH   SOLE   17,583 0 24,707
MILLICOM INTL CELLULAR S A COM STK L6388F110 BBG001S8W0H5 551,558 7,360 SH   SOLE   7,360 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 BBG001SMCTP4 940,421 118,441 SH   SOLE   96,266 0 22,175
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 10,147,009 140,036 SH   SOLE   59,330 0 80,706
MOODYS CORP COM 615369105 BBG001S5VP87 7,928,844 18,175 SH   SOLE   7,414 0 10,761
MSCI INC COM 55354G100 BBG001SV8B05 7,828,581 14,524 SH   SOLE   5,845 0 8,679
MUELLER INDS INC COM 624756102 BBG001S6PVC4 2,811,439 25,374 SH   SOLE   9,610 0 15,764
NATWEST GROUP PLC SPONS ADR 639057207 BBG001T03WR2 1,647,984 110,603 SH   SOLE   90,278 0 20,325
NETEASE COM INC SPONSORED ADS 64110W102 BBG001SCVWD1 6,239,648 55,741 SH   SOLE   36,499 0 19,242
NETFLIX INC. COM 64110L106 BBG001SF6L46 11,671,649 121,390 SH   SOLE   50,980 0 70,410
NEWMARKET CORP COM 651587107 BBG001S5R005 3,200,904 4,994 SH   SOLE   2,200 0 2,794
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 2,534,428 16,592 SH   SOLE   13,410 0 3,182
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 35,209,790 201,891 SH   SOLE   88,149 0 113,742
ODDITY TECH LTD SHS CL A M7518J104 BBG01H5JVHH4 670,070 50,080 SH   SOLE   50,080 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 1,088,445 24,839 SH   SOLE   24,820 0 19
OPERA LTD SPONSORED ADS 68373M107 BBG00LBLDJ80 1,401,901 98,310 SH   SOLE   98,310 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,461,267 15,830 SH   SOLE   6,965 0 8,865
ORIX CORP SPONSORED ADR 686330101 BBG001S5SFJ1 984,511 32,828 SH   SOLE   26,548 0 6,280
PEGASYSTEMS INC COM 705573103 BBG001S93CK5 1,615,195 37,951 SH   SOLE   14,500 0 23,451
PINTEREST INC CL A 72352L106 BBG002583CW7 1,692,709 92,296 SH   SOLE   37,326 0 54,970
POPULAR INC COM NEW 733174700 BBG001S5PC01 3,731,268 27,810 SH   SOLE   11,878 0 15,932
QUALCOMM INC COM 747525103 BBG001S6VS70 5,407,730 41,992 SH   SOLE   17,752 0 24,240
RELX PLC SPONSORED ADR 759530108 BBG001S898V8 518,466 15,640 SH   SOLE   12,523 0 3,117
RESMED INC COM 761152107 BBG001SBGRC2 4,290,935 19,115 SH   SOLE   7,804 0 11,311
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 2,475,916 26,540 SH   SOLE   24,542 0 1,998
RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 1,312,572 138,457 SH   SOLE   66,210 0 72,247
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 1,976,612 20,890 SH   SOLE   10,040 0 10,850
ROLLINS INC COM 775711104 BBG001S5VRG4 6,676,677 125,008 SH   SOLE   53,928 0 71,080
SANOFI SA SPONSORED ADR 80105N105 BBG001S5W768 860,880 17,868 SH   SOLE   14,328 0 3,540
SAP SE SPON ADR 803054204 BBG001S6RD41 333,003 1,945 SH   SOLE   1,547 0 398
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 4,375,521 46,558 SH   SOLE   19,400 0 27,158
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 10,631,826 301,869 SH   SOLE   227,804 0 74,065
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,640,706 17,642 SH   SOLE   14,420 0 3,222
SLB LIMITED COM STK 806857108 BBG001S5W4C8 2,109,714 41,053 SH   SOLE   16,215 0 24,838
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 622,157 19,577 SH   SOLE   15,867 0 3,710
SNAP ON INC COM 833034101 BBG001S5W688 9,179,659 25,273 SH   SOLE   10,339 0 14,934
SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1,745,197 84,309 SH   SOLE   68,686 0 15,623
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 24,813,814 51,172 SH   SOLE   32,758 0 18,414
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 1,928,559 25,004 SH   SOLE   10,490 0 14,514
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 1,857,823 28,102 SH   SOLE   22,570 0 5,532
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 BBG014V541F1 909,252 84,190 SH   SOLE   84,080 0 110
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 10,664,688 31,557 SH   SOLE   22,139 0 9,418
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 5,292,869 76,564 SH   SOLE   31,400 0 45,164
TEEKAY TANKERS LTD CL A G8726X106 BBG001SSHNW1 2,458,126 33,526 SH   SOLE   33,497 0 29
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 BBG001S5QXT3 746,469 66,235 SH   SOLE   53,820 0 12,415
TELEFONICA BRASIL SA SPONSORED ADS 87936R205 BBG00Y6FQJF9 179,703 11,295 SH   SOLE   11,295 0 0
TERADATA CORP DEL COM 88076W103 BBG001SPRJ28 1,789,563 69,823 SH   SOLE   28,070 0 41,753
TESLA INC COM 88160R101 BBG001SQKGD7 1,514,881 4,075 SH   SOLE   1,660 0 2,415
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,766,448 36,108 SH   SOLE   14,182 0 21,926
UBIQUITI INC COM 90353W103 BBG001T1WDF3 5,747,779 7,273 SH   SOLE   3,061 0 4,212
UIPATH INC CL A 90364P105 BBG00GKS1G12 1,965,977 177,115 SH   SOLE   69,930 0 107,185
UL SOLUTIONS INC CLASS A COM SHS 903731107 BBG007N72MB0 1,657,117 19,334 SH   SOLE   7,790 0 11,544
UNILEVER PLC SPON ADR NEW 904767803 BBG001S5X1K4 940,803 16,514 SH   SOLE   13,458 0 3,056
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG001S6S976 1,375,384 7,685 SH   SOLE   3,560 0 4,125
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 5,956,766 64,600 SH   SOLE   26,330 0 38,270
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 7,831,377 31,253 SH   SOLE   13,929 0 17,324
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 4,086,990 149,597 SH   SOLE   60,810 0 88,787
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 BBG002NLDML7 628,564 39,985 SH   SOLE   39,985 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,690,497 25,445 SH   SOLE   10,959 0 14,486
VODAFONE GROUP PLC SPONSORED ADR 92857W308 BBG001S6MDB8 623,585 41,517 SH   SOLE   33,453 0 8,064
WELLS FARGO & CO COM 949746101 BBG001S5XF23 5,448,429 68,439 SH   SOLE   27,432 0 41,007
WIX COM LTD SHS M98068105 BBG004336Q89 4,321,019 47,974 SH   SOLE   33,221 0 14,753
WOORI FINL GROUP INC SPONSORED ADS 981064108 BBG00MYXJJT8 427,039 6,412 SH   SOLE   6,412 0 0
YUM BRANDS INC COM 988498101 BBG001S7JQ30 6,981,518 44,903 SH   SOLE   19,110 0 25,793
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 1,947,609 24,227 SH   SOLE   10,534 0 13,693