ALPHABET INC CAP STK CL A 02079K305 47803184 196640 SH SOLE 196640 0 0 AMAZON COM INC COM 023135106 33999536 154846 SH SOLE 154846 0 0 AXALTA COATING SYS LTD COM G0750C108 22063701 770919 SH SOLE 770919 0 0 CACI INTL INC CL A 127190304 27286757 54707 SH SOLE 54707 0 0 CIGNA CORP NEW COM 125523100 22823923 79181 SH SOLE 79181 0 0 CLEAN HARBORS INC COM 184496107 28006428 120603 SH SOLE 120603 0 0 CNH INDL N V SHS N20944109 20559686 1894902 SH SOLE 1894902 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 22555104 336292 SH SOLE 336292 0 0 D R HORTON INC COM 23331A109 25139688 148343 SH SOLE 148343 0 0 EQUIFAX INC COM 294429105 26793019 104444 SH SOLE 104444 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 209523776 6133600 SH SOLE 6133600 0 0 ICON PLC SHS G4705A100 152420275 870973 SH SOLE 870973 0 0 INFOSYS LTD SPONSORED ADR 456788108 170372932 10471600 SH SOLE 10471600 0 0 INTUIT COM 461202103 27839509 40766 SH SOLE 40766 0 0 KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 5444285 65665 SH SOLE 65665 0 0 MICROSOFT CORP COM 594918104 40835178 78840 SH SOLE 78840 0 0 NORTHROP GRUMMAN CORP COM 666807102 29374098 48208 SH SOLE 48208 0 0 NUCOR CORP COM 670346105 22754406 168016 SH SOLE 168016 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 224957711 3735598 SH SOLE 3735598 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 276989767 991764 SH SOLE 991764 0 0 UBER TECHNOLOGIES INC COM 90353T100 29590270 302034 SH SOLE 302034 0 0