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
ACCENTURE PLC Common Stock G1151C101   4,512,940 15,790 SH   SOLE   15,790 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109   7,622,304 89,056 SH   SOLE   89,056 0 0
ADOBE INC Common Stock 00724F101   7,839,197 20,342 SH   SOLE   20,342 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   4,124,469 29,814 SH   SOLE   29,814 0 0
AIR PRODUCTS AND CHEMICALS INC Common Stock 009158106   4,047,651 14,093 SH   SOLE   14,093 0 0
ALCON INC Common Stock H01301128   5,556,718 78,774 SH   SOLE   78,774 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   4,560,677 13,649 SH   SOLE   13,649 0 0
ALLEGION PLC Common Stock G0176J109   5,133,607 48,099 SH   SOLE   48,099 0 0
ALPHABET INC Common Stock 02079K305   31,107,175 299,886 SH   SOLE   299,886 0 0
AMBEV SA ADR 02319V103   41,414,743 14,686,079 SH   SOLE   14,686,079 0 0
ANALOG DEVICES INC Common Stock 032654105   2,485,959 12,605 SH   SOLE   12,605 0 0
ANSYS INC Common Stock 03662Q105   5,673,242 17,047 SH   SOLE   17,047 0 0
APTIV PLC Common Stock G6095L109   4,723,200 42,100 SH   SOLE   42,100 0 0
ASML HOLDING NV NY Reg Shrs N07059210   4,747,953 6,975 SH   SOLE   6,975 0 0
AUTODESK INC Common Stock 052769106   84,473,826 405,812 SH   SOLE   405,812 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103   63,516,562 285,301 SH   SOLE   285,301 0 0
BECTON DICKINSON & CO Common Stock 075887109   73,243,621 295,886 SH   SOLE   295,886 0 0
BOOKING HOLDINGS INC Common Stock 09857L108   128,002,655 48,259 SH   SOLE   48,259 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   6,001,049 119,949 SH   SOLE   119,949 0 0
BROADCOM INC Common Stock 11135F101   4,767,926 7,432 SH   SOLE   7,432 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108   5,486,081 26,113 SH   SOLE   26,113 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105   28,953,203 552,753 SH   SOLE   552,753 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104   57,054,531 438,881 SH   SOLE   438,881 0 0
COSTAR GROUP INC Common Stock 22160N109   4,536,320 65,887 SH   SOLE   65,887 0 0
DOLBY LABORATORIES INC Common Stock 25659T107   7,354,919 86,103 SH   SOLE   86,103 0 0
EBAY INC Common Stock 278642103   3,723,132 83,911 SH   SOLE   83,911 0 0
ELECTRONIC ARTS INC Common Stock 285512109   62,743,249 520,907 SH   SOLE   520,907 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104   76,542,590 310,568 SH   SOLE   310,568 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105   62,104,521 149,617 SH   SOLE   149,617 0 0
FOX CORP Common Stock 35137L105   36,894,810 1,083,548 SH   SOLE   1,083,548 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   2,108,297 51,535 SH   SOLE   51,535 0 0
GENERAL MOTORS CO Common Stock 37045V100   3,765,459 102,657 SH   SOLE   102,657 0 0
HDFC BANK LTD ADR 40415F101   6,108,173 91,618 SH   SOLE   91,618 0 0
HESS CORP Common Stock 42809H107   4,160,902 31,441 SH   SOLE   31,441 0 0
ICON PLC Common Stock G4705A100   57,952,521 271,326 SH   SOLE   271,326 0 0
IDEXX LABORATORIES INC Common Stock 45168D104   3,359,538 6,718 SH   SOLE   6,718 0 0
INFOSYS LTD ADR 456788108   51,109,019 2,930,563 SH   SOLE   2,930,563 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104   5,500,046 52,738 SH   SOLE   52,738 0 0
INTUIT INC Common Stock 461202103   100,400,025 225,198 SH   SOLE   225,198 0 0
IQVIA HOLDINGS INC Common Stock 46266C105   3,135,700 15,766 SH   SOLE   15,766 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   6,693,050 170,047 SH   SOLE   170,047 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423   4,746,013 122,541 SH   SOLE   122,541 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108   4,202,981 35,767 SH   SOLE   35,767 0 0
JOHNSON & JOHNSON Common Stock 478160104   74,078,996 477,929 SH   SOLE   477,929 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103   3,307,111 20,480 SH   SOLE   20,480 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102   3,434,428 20,621 SH   SOLE   20,621 0 0
MASTERCARD INC Common Stock 57636Q104   14,896,176 40,990 SH   SOLE   40,990 0 0
META PLATFORMS INC Common Stock 30303M102   5,439,653 25,666 SH   SOLE   25,666 0 0
MICROSOFT CORP Common Stock 594918104   157,984,076 547,985 SH   SOLE   547,985 0 0
MONDELEZ INTERNATIONAL INC Common Stock 609207105   4,325,290 62,038 SH   SOLE   62,038 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   5,646,422 104,544 SH   SOLE   104,544 0 0
MOODY'S CORP Common Stock 615369105   111,154,115 363,225 SH   SOLE   363,225 0 0
NETEASE INC ADR 64110W102   56,334,158 636,976 SH   SOLE   636,976 0 0
NEW ORIENTAL EDUCATION & TECHN ADR 647581206   14,035,392 363,517 SH   SOLE   363,517 0 0
NEXTERA ENERGY INC Common Stock 65339F101   4,646,691 60,284 SH   SOLE   60,284 0 0
NVIDIA CORP Common Stock 67066G104   17,304,238 62,297 SH   SOLE   62,297 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   4,802,680 5,657 SH   SOLE   5,657 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109   69,384,472 713,465 SH   SOLE   713,465 0 0
POWERSHARES SENIOR LOAN ETP 46138G508   484,640 23,300 SH   SOLE   23,300 0 0
QIAGEN NV Common Stock N72482123   4,969,167 108,190 SH   SOLE   108,190 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   4,735,110 16,136 SH   SOLE   16,136 0 0
S&P GLOBAL INC Common Stock 78409V104   59,024,624 171,200 SH   SOLE   171,200 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   17,443,059 215,187 SH   SOLE   215,187 0 0
STARBUCKS CORP Common Stock 855244109   5,312,713 51,020 SH   SOLE   51,020 0 0
STRYKER CORP Common Stock 863667101   5,044,826 17,672 SH   SOLE   17,672 0 0
SYNOPSYS INC Common Stock 871607107   5,659,722 14,653 SH   SOLE   14,653 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   15,608,756 167,800 SH   SOLE   167,800 0 0
TAPESTRY INC Common Stock 876030107   3,800,664 88,162 SH   SOLE   88,162 0 0
TE CONNECTIVITY LTD Common Stock H84989104   5,350,265 40,795 SH   SOLE   40,795 0 0
TERNIUM SA ADR 880890108   21,953,663 532,081 SH   SOLE   532,081 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   4,275,812 22,987 SH   SOLE   22,987 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   7,405,202 12,848 SH   SOLE   12,848 0 0
TRADEWEB MARKETS INC Common Stock 892672106   4,545,231 57,520 SH   SOLE   57,520 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103   5,652,602 30,724 SH   SOLE   30,724 0 0
TRIP.COM GROUP LTD ADR 89677Q107   30,895,541 820,163 SH   SOLE   820,163 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   6,310,967 13,354 SH   SOLE   13,354 0 0
VALE SA ADR 91912E105   40,348,451 2,556,936 SH   SOLE   2,556,936 0 0
VERISIGN INC Common Stock 92343E102   108,571,845 513,755 SH   SOLE   513,755 0 0
VISA INC Common Stock 92826C839   195,549,575 867,336 SH   SOLE   867,336 0 0
WASTE MANAGEMENT INC Common Stock 94106L109   4,893,958 29,993 SH   SOLE   29,993 0 0
WEST PHARMACEUTICAL SERVICES I Common Stock 955306105   3,187,524 9,200 SH   SOLE   9,200 0 0
WORLD WRESTLING ENTERTAINMENT Common Stock 98156Q108   3,610,337 39,561 SH   SOLE   39,561 0 0
ZOETIS INC Common Stock 98978V103   5,189,100 31,177 SH   SOLE   31,177 0 0