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
CLOROX CO DEL COM 189054109   1,796,639 10,994 SH   SOLE   10,994 0 0
JPMORGAN CHASE & CO. COM 46625H100   8,286,543 39,366 SH   SOLE   39,366 0 0
TELUS CORPORATION COM 87971M103   945,035 56,358 SH   SOLE   56,358 0 0
ICICI BANK LIMITED ADR 45104G104   3,757,598 240,968 SH   SOLE   240,968 0 0
PROCTER AND GAMBLE CO COM 742718109   2,174,061 12,527 SH   SOLE   12,527 0 0
ALPHABET INC CAP STK CL A 02079K305   6,506,848 39,688 SH   SOLE   39,688 0 0
CUMMINS INC COM 231021106   2,581,171 7,908 SH   SOLE   7,908 0 0
AMAZON COM INC COM 023135106   15,434,781 82,113 SH   SOLE   82,113 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   564,092 8,766 SH   SOLE   8,766 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,579,728 13,329 SH   SOLE   13,329 0 0
KE HLDGS INC SPONSORED ADS 482497104   2,016,120 100,806 SH   SOLE   100,806 0 0
WASTE CONNECTIONS INC COM 94106B101   10,895,592 61,439 SH   SOLE   61,439 0 0
HOME DEPOT INC COM 437076102   6,909,472 17,294 SH   SOLE   17,294 0 0
NVIDIA CORPORATION COM 67066G104   12,839,750 105,764 SH   SOLE   105,764 0 0
MERCK & CO INC COM 58933Y105   1,367,463 12,028 SH   SOLE   12,028 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,620,123 117,022 SH   SOLE   117,022 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   817,844 120,626 SH   SOLE   120,626 0 0
CME GROUP INC COM 12572Q105   6,680,198 30,601 SH   SOLE   30,601 0 0
DIGITAL RLTY TR INC COM 253868103   2,767,440 17,172 SH   SOLE   17,172 0 0
TRANSUNION COM 89400J107   6,866,202 66,072 SH   SOLE   66,072 0 0
S&P GLOBAL INC COM 78409V104   4,829,822 9,420 SH   SOLE   9,420 0 0
ABBVIE INC COM 00287Y109   3,272,667 16,801 SH   SOLE   16,801 0 0
SERVICE CORP INTL COM 817565104   1,459,798 18,627 SH   SOLE   18,627 0 0
AMERICAN EXPRESS CO COM 025816109   8,039,911 29,661 SH   SOLE   29,661 0 0
WATSCO INC COM 942622200   1,708,651 3,445 SH   SOLE   3,445 0 0
CRH PLC ORD G25508105   5,293,775 57,230 SH   SOLE   57,230 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   809,158 3,664 SH   SOLE   3,664 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   3,633,774 22,670 SH   SOLE   22,670 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   3,687,543 55,890 SH   SOLE   55,890 0 0
MICROSOFT CORP COM 594918104   16,521,572 38,600 SH   SOLE   38,600 0 0
INTUIT COM 461202103   4,873,623 7,873 SH   SOLE   7,873 0 0
NETFLIX INC COM 64110L106   6,083,210 8,600 SH   SOLE   8,600 0 0
SERVICENOW INC COM 81762P102   5,495,315 6,232 SH   SOLE   6,232 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,442,349 41,818 SH   SOLE   41,818 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   1,943,289 30,252 SH   SOLE   30,252 0 0
CARLISLE COS INC COM 142339100   4,379,656 9,851 SH   SOLE   9,851 0 0
BROADCOM INC COM 11135F101   3,588,153 20,778 SH   SOLE   20,778 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,538,667 333,000 SH   SOLE   333,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,691,575 7,978 SH   SOLE   7,978 0 0
UNION PAC CORP COM 907818108   724,601 2,967 SH   SOLE   2,967 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,892,576 5,412 SH   SOLE   5,412 0 0
NEXTERA ENERGY INC COM 65339F101   7,120,466 84,226 SH   SOLE   84,226 0 0
TJX COS INC NEW COM 872540109   10,418,725 88,670 SH   SOLE   88,670 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,681,002 13,201 SH   SOLE   13,201 0 0
ICICI BANK LIMITED ADR 45104G104   907,168 29,646 SH   SOLE   29,646 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,542,223 6,696 SH   SOLE   6,696 0 0
MONOLITHIC PWR SYS INC COM 609839105   5,549,015 5,999 SH   SOLE   5,999 0 0
NOVO-NORDISK A S ADR 670100205   8,835,981 74,154 SH   SOLE   74,154 0 0