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
ABBVIE INC COM 00287Y109   2,463,480 12,000 SH   SOLE   12,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,938,610 9,656 SH   SOLE   9,656 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,582,426 7,341 SH   SOLE   7,341 0 0
AMAZON COM INC COM 023135106   12,624,316 65,506 SH   SOLE   65,506 0 0
BROADCOM INC COM 11135F101   1,529,860 9,046 SH   SOLE   9,046 0 0
AMERICAN EXPRESS CO COM 025816109   5,802,862 21,858 SH   SOLE   21,858 0 0
KE HLDGS INC SPONSORED ADS 482497104   2,917,479 141,694 SH   SOLE   141,694 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,470,899 6,193 SH   SOLE   6,193 0 0
CLOROX CO DEL COM 189054109   2,084,929 14,253 SH   SOLE   14,253 0 0
CME GROUP INC COM 12572Q105   10,394,139 39,639 SH   SOLE   39,639 0 0
CUMMINS INC COM 231021106   2,287,008 7,283 SH   SOLE   7,283 0 0
CRH PLC ORD G25508105   7,796,512 88,456 SH   SOLE   88,456 0 0
CARLISLE COS INC COM 142339100   3,899,244 11,381 SH   SOLE   11,381 0 0
DIGITAL RLTY TR INC COM 253868103   2,551,406 17,955 SH   SOLE   17,955 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   914,265 5,696 SH   SOLE   5,696 0 0
ALPHABET INC CAP STK CL A 02079K305   6,569,211 42,566 SH   SOLE   42,566 0 0
HOME DEPOT INC COM 437076102   5,587,856 15,602 SH   SOLE   15,602 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   579,696 8,766 SH   SOLE   8,766 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,298,724 9,421 SH   SOLE   9,421 0 0
ICICI BANK LIMITED ADR 45104G104   1,100,371 35,066 SH   SOLE   35,066 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,917,194 160,550 SH   SOLE   160,550 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   999,363 181,044 SH   SOLE   181,044 0 0
JPMORGAN CHASE & CO. COM 46625H100   10,606,474 43,675 SH   SOLE   43,675 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,458,539 10,097 SH   SOLE   10,097 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,810,147 4,846 SH   SOLE   4,846 0 0
MERCK & CO INC COM 58933Y105   871,599 9,768 SH   SOLE   9,768 0 0
MICROSOFT CORP COM 594918104   16,355,448 43,177 SH   SOLE   43,177 0 0
NEXTERA ENERGY INC COM 65339F101   3,481,569 49,419 SH   SOLE   49,419 0 0
NETFLIX INC COM 64110L106   9,891,339 10,592 SH   SOLE   10,592 0 0
SERVICENOW INC COM 81762P102   5,910,604 7,409 SH   SOLE   7,409 0 0
NVIDIA CORPORATION COM 67066G104   8,121,064 74,050 SH   SOLE   74,050 0 0
PROCTER AND GAMBLE CO COM 742718109   1,958,390 11,655 SH   SOLE   11,655 0 0
SERVICE CORP INTL COM 817565104   1,347,733 16,891 SH   SOLE   16,891 0 0
S&P GLOBAL INC COM 78409V104   6,389,917 12,716 SH   SOLE   12,716 0 0
TELUS CORPORATION COM 87971M103   676,462 47,344 SH   SOLE   47,344 0 0
TJX COS INC NEW COM 872540109   8,337,824 70,534 SH   SOLE   70,534 0 0
TRANSUNION COM 89400J107   5,337,532 64,894 SH   SOLE   64,894 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,712,011 22,463 SH   SOLE   22,463 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,762,704 13,105 SH   SOLE   13,105 0 0
UNION PAC CORP COM 907818108   1,256,396 5,412 SH   SOLE   5,412 0 0
WASTE CONNECTIONS INC COM 94106B101   6,811,913 35,326 SH   SOLE   35,326 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   2,435,266 22,505 SH   SOLE   22,505 0 0
WATSCO INC COM 942622200   1,350,057 2,690 SH   SOLE   2,690 0 0