Abbott Laboratories Common Stock 002824100 3709815 40884 SH SOLE 40884 0 0 AECOM Common Stock 00766T100 7277769 104266 SH SOLE 56981 0 47285 AerCap Holdings NV Common Stock N00985106 3750337 25726 SH SOLE 25726 0 0 AGCO Corp Common Stock 001084102 12106698 101142 SH SOLE 55272 0 45870 Alcon AG Common Stock H01301128 31275620 462060 SH SOLE 317358 0 144702 Align Technology Inc Common Stock 016255101 28008189 166063 SH SOLE 117367 0 48696 Allegion plc Common Stock G0176J109 18277473 130098 SH SOLE 89353 0 40745 Alphabet Inc Common Stock 02079K305 98864270 276644 SH SOLE 211950 0 64694 Amazon.com Inc Common Stock 023135106 14597849 61248 SH SOLE 61248 0 0 Aon PLC Common Stock G0403H108 36034474 108639 SH SOLE 74637 0 34002 Apple Inc Common Stock 037833100 12906903 44605 SH SOLE 44605 0 0 Arthur J Gallagher & Co Common Stock 363576109 144170 628 SH SOLE 628 0 0 ASE Technology Holding Co Ltd ADR 00215W100 20494453 454221 SH SOLE 454221 0 0 AstraZeneca PLC Common Stock G0593M107 23114315 123512 SH SOLE 123512 0 0 Autodesk Inc Common Stock 052769106 54318426 279387 SH SOLE 191221 0 88166 Automatic Data Processing Inc Common Stock 053015103 34374761 153493 SH SOLE 107852 0 45641 Barrick Mining Corp Common Stock 06849F108 4972288 135374 SH SOLE 135374 0 0 Boeing Co/The Common Stock 097023105 4818623 22260 SH SOLE 22260 0 0 Booking Holdings Inc Common Stock 09857L108 79385425 445385 SH SOLE 310730 0 134655 Boston Scientific Corp Common Stock 101137107 2341425 54860 SH SOLE 54860 0 0 Broadcom Inc Common Stock 11135F101 14179980 37538 SH SOLE 37538 0 0 Broadridge Financial Solutions Inc Common Stock 11133T103 55465 405 SH SOLE 405 0 0 Canadian Pacific Kansas City Ltd Common Stock 13646K108 17778176 205130 SH SOLE 116467 0 88663 Check Point Software Technologies Ltd Common Stock M22465104 26300198 200108 SH SOLE 141418 0 58690 Chevron Corp Common Stock 166764100 3706063 22358 SH SOLE 22358 0 0 Citizens Financial Group Inc Common Stock 174610105 6553227 93524 SH SOLE 93524 0 0 CME Group Inc Common Stock 12572Q105 128082 580 SH SOLE 580 0 0 Coca-Cola Co/The Common Stock 191216100 220892 2718 SH SOLE 2718 0 0 Colgate-Palmolive Co Common Stock 194162103 5372724 58603 SH SOLE 58603 0 0 Costco Wholesale Corp Common Stock 22160K105 4327485 4626 SH SOLE 4626 0 0 Credicorp Ltd Common Stock G2519Y108 36736618 94298 SH SOLE 61932 0 32366 CRH PLC Common Stock G25508105 3271204 30572 SH SOLE 30572 0 0 Delta Air Lines Inc Common Stock 247361702 3904780 41691 SH SOLE 41691 0 0 Descartes Systems Group Inc/The Common Stock 249906108 8502652 122805 SH SOLE 67145 0 55660 Edwards Lifesciences Corp Common Stock 28176E108 55768413 616498 SH SOLE 448035 0 168463 Electronic Arts Inc Common Stock 285512109 24131776 117693 SH SOLE 79902 0 37791 Elevance Health Inc Common Stock 036752103 1999395 5170 SH SOLE 5170 0 0 Eli Lilly & Co Common Stock 532457108 8022988 6689 SH SOLE 6689 0 0 Equifax Inc Common Stock 294429105 78091 492 SH SOLE 492 0 0 Exxon Mobil Corp Common Stock 30231G102 6638577 48556 SH SOLE 48556 0 0 FactSet Research Systems Inc Common Stock 303075105 19503884 84770 SH SOLE 59216 0 25554 Ferrari NV Common Stock N3167Y103 3884067 10474 SH SOLE 10474 0 0 Fomento Economico Mexicano SAB de CV ADR 344419106 13727255 107328 SH SOLE 69509 0 37819 Freeport-McMoRan Inc Common Stock 35671D857 4101120 65211 SH SOLE 65211 0 0 Gaming and Leisure Properties Inc REIT 36467J108 2298149 51609 SH SOLE 51609 0 0 General Motors Co Common Stock 37045V100 5279826 68498 SH SOLE 68498 0 0 Goldman Sachs Group Inc/The Common Stock 38141G104 3565080 3525 SH SOLE 3525 0 0 HDFC Bank Ltd ADR 40415F101 4629925 179246 SH SOLE 179246 0 0 ICICI Bank Ltd ADR 45104G104 17617583 606875 SH SOLE 606875 0 0 Interactive Brokers Group Inc Common Stock 45841N107 5300388 60896 SH SOLE 60896 0 0 Intercontinental Exchange Inc Common Stock 45866F104 2784502 22618 SH SOLE 22618 0 0 Intuit Inc Common Stock 461202103 44949161 172219 SH SOLE 121297 0 50922 Invesco Senior Loan ETF ETP 46138G508 1447595 71065 SH SOLE 71065 0 0 iShares 0-5 Year High Yield Corporate Bond ETF ETP 46434V407 237793 5607 SH SOLE 5607 0 0 iShares Broad USD High Yield Corporate Bond ETF ETP 46435U853 570071 15399 SH SOLE 15399 0 0 iShares MSCI India ETF ETP 46429B598 33712627 682580 SH SOLE 682580 0 0 Jack Henry & Associates Inc Common Stock 426281101 22728 165 SH SOLE 165 0 0 Jacobs Solutions Inc Common Stock 46982L108 5438160 43160 SH SOLE 43160 0 0 Johnson & Johnson Common Stock 478160104 72598851 285856 SH SOLE 210998 0 74858 JPMorgan Chase & Co Common Stock 46625H100 10150831 31011 SH SOLE 31011 0 0 KeyCorp Common Stock 493267108 2937792 127453 SH SOLE 127453 0 0 Kinross Gold Corp Common Stock 496902404 6849280 289381 SH SOLE 289381 0 0 Latam Airlines Group SA ADR 51817R205 36133871 620111 SH SOLE 411789 0 208322 Laureate Education Inc Common Stock 518613203 34510976 950192 SH SOLE 622041 0 328151 Linde PLC Common Stock G54950103 12509049 24105 SH SOLE 24105 0 0 Marsh & McLennan Cos Inc Common Stock 571748102 49795666 298768 SH SOLE 205861 0 92907 Mastercard Inc Common Stock 57636Q104 54538675 106189 SH SOLE 79897 0 26292 Meta Platforms Inc Common Stock 30303M102 4100752 7280 SH SOLE 7280 0 0 Microsoft Corp Common Stock 594918104 89709077 240494 SH SOLE 177112 0 63382 Monster Beverage Corp Common Stock 61174X109 43816209 455849 SH SOLE 318878 0 136971 Moody's Corp Common Stock 615369105 29032176 64100 SH SOLE 44870 0 19230 Motorola Solutions Inc Common Stock 620076307 44228389 106500 SH SOLE 74549 0 31951 NetEase Inc ADR 64110W102 62277067 486008 SH SOLE 331279 0 154729 NextEra Energy Inc Common Stock 65339F101 16707987 190361 SH SOLE 104048 0 86313 NU Holdings Ltd/Cayman Islands Common Stock G6683N103 32564469 2437460 SH SOLE 1532938 0 904522 NVIDIA Corp Common Stock 67066G104 29319788 146533 SH SOLE 146533 0 0 Otis Worldwide Corp Common Stock 68902V107 74178 1036 SH SOLE 1036 0 0 Philip Morris International Inc Common Stock 718172109 126113091 697104 SH SOLE 536086 0 161018 Planet Fitness Inc Common Stock 72703H101 857154 16430 SH SOLE 16430 0 0 Procter & Gamble Co/The Common Stock 742718109 992900 6771 SH SOLE 6771 0 0 QUALCOMM Inc Common Stock 747525103 1290019 6981 SH SOLE 6981 0 0 Ryanair Holdings PLC ADR 783513203 11809689 182389 SH SOLE 182389 0 0 S&P Global Inc Common Stock 78409V104 27683095 67974 SH SOLE 47465 0 20509 Solv Energy Inc Common Stock 78475V103 2315231 67995 SH SOLE 37363 0 30632 STERIS PLC Common Stock G8473T100 69067 328 SH SOLE 328 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 47246481 98931 SH SOLE 68128 0 30803 Take-Two Interactive Software Inc Common Stock 874054109 3297487 13191 SH SOLE 13191 0 0 TD SYNNEX Corp Common Stock 87162W100 4818269 18023 SH SOLE 18023 0 0 TE Connectivity PLC Common Stock G87052109 15377603 76274 SH SOLE 41634 0 34640 Ternium SA ADR 880890108 21748308 509328 SH SOLE 249939 0 259389 Tetra Tech Inc Common Stock 88162G103 14033810 485767 SH SOLE 265156 0 220611 Thermo Fisher Scientific Inc Common Stock 883556102 3705051 7390 SH SOLE 7390 0 0 TKO Group Holdings Inc Common Stock 87256C101 9440836 46897 SH SOLE 46897 0 0 Tradeweb Markets Inc Common Stock 892672106 1922243 19288 SH SOLE 19288 0 0 Trane Technologies PLC Common Stock G8994E103 13957295 28417 SH SOLE 15525 0 12892 TransUnion Common Stock 89400J107 3801923 52702 SH SOLE 52702 0 0 Trimble Inc Common Stock 896239100 6285929 122820 SH SOLE 67166 0 55654 UBS Group AG Common Stock H42097107 5839131 117577 SH SOLE 117577 0 0 UnitedHealth Group Inc Common Stock 91324P102 4787227 11518 SH SOLE 11518 0 0 Valmont Industries Inc Common Stock 920253101 16120240 27909 SH SOLE 15251 0 12658 VeriSign Inc Common Stock 92343E102 39612150 157466 SH SOLE 105790 0 51676 Visa Inc Common Stock 92826C839 147038086 428570 SH SOLE 301615 0 126955 Vista Energy SAB de CV ADR 92837L109 41599388 652028 SH SOLE 433742 0 218286 Waste Management Inc Common Stock 94106L109 12078760 54194 SH SOLE 29624 0 24570 XP Inc Common Stock G98239109 29626456 1822045 SH SOLE 1220579 0 601466 Zillow Group Inc Common Stock 98954M200 1770258 56163 SH SOLE 56163 0 0