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
AMERICAN EXPRESS CO COM 025816109   7,271,502 24,456 SH   SOLE   24,456 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   562,251 8,766 SH   SOLE   8,766 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,195,882 65,851 SH   SOLE   65,851 0 0
SERVICENOW INC COM 81762P102   4,989,362 4,673 SH   SOLE   4,673 0 0
TRANSUNION COM 89400J107   7,127,281 76,844 SH   SOLE   76,844 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   2,603,196 22,670 SH   SOLE   22,670 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,781,285 125,850 SH   SOLE   125,850 0 0
BROADCOM INC COM 11135F101   4,290,383 18,212 SH   SOLE   18,212 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,703,468 13,201 SH   SOLE   13,201 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   1,578,363 9,093 SH   SOLE   9,093 0 0
MICROSOFT CORP COM 594918104   17,810,573 41,924 SH   SOLE   41,924 0 0
JPMORGAN CHASE & CO. COM 46625H100   10,640,167 44,460 SH   SOLE   44,460 0 0
SERVICE CORP INTL COM 817565104   1,348,240 16,891 SH   SOLE   16,891 0 0
UNION PAC CORP COM 907818108   1,370,385 6,016 SH   SOLE   6,016 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,464,820 8,052 SH   SOLE   8,052 0 0
TJX COS INC NEW COM 872540109   8,603,808 71,053 SH   SOLE   71,053 0 0
CRH PLC ORD G25508105   8,744,220 94,573 SH   SOLE   94,573 0 0
NETFLIX INC COM 64110L106   9,079,936 10,084 SH   SOLE   10,084 0 0
DIGITAL RLTY TR INC COM 253868103   3,164,030 17,955 SH   SOLE   17,955 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,677,162 7,595 SH   SOLE   7,595 0 0
AMAZON COM INC COM 023135106   13,471,859 60,876 SH   SOLE   60,876 0 0
NVIDIA CORPORATION COM 67066G104   12,729,374 92,584 SH   SOLE   92,584 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,946,416 4,881 SH   SOLE   4,881 0 0
TELUS CORPORATION COM 87971M103   811,846 60,344 SH   SOLE   60,344 0 0
WATSCO INC COM 942622200   1,503,185 3,166 SH   SOLE   3,166 0 0
ABBVIE INC COM 00287Y109   2,960,336 16,801 SH   SOLE   16,801 0 0
PROCTER AND GAMBLE CO COM 742718109   1,943,591 11,632 SH   SOLE   11,632 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   362,320 72,464 SH   SOLE   72,464 0 0
ALPHABET INC CAP STK CL A 02079K305   8,029,403 41,986 SH   SOLE   41,986 0 0
MERCK & CO INC COM 58933Y105   1,549,032 15,747 SH   SOLE   15,747 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,940,879 8,607 SH   SOLE   8,607 0 0
ICICI BANK LIMITED ADR 45104G104   1,056,539 35,066 SH   SOLE   35,066 0 0
WASTE CONNECTIONS INC COM 94106B101   9,691,645 56,620 SH   SOLE   56,620 0 0
CLOROX CO DEL COM 189054109   1,554,636 9,631 SH   SOLE   9,631 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,304,498 11,996 SH   SOLE   11,996 0 0
CME GROUP INC COM 12572Q105   6,131,377 26,482 SH   SOLE   26,482 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,166,444 5,296 SH   SOLE   5,296 0 0
KE HLDGS INC SPONSORED ADS 482497104   1,130,754 61,354 SH   SOLE   61,354 0 0
CARLISLE COS INC COM 142339100   4,226,433 11,464 SH   SOLE   11,464 0 0
NEXTERA ENERGY INC COM 65339F101   6,044,058 84,226 SH   SOLE   84,226 0 0
S&P GLOBAL INC COM 78409V104   4,691,348 9,420 SH   SOLE   9,420 0 0
HOME DEPOT INC COM 437076102   6,365,623 16,346 SH   SOLE   16,346 0 0
CUMMINS INC COM 231021106   2,362,220 6,780 SH   SOLE   6,780 0 0