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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 2,408,171,688 18,264,480 SH   SOLE   16,372,289 0 1,906,716
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 261,819,192 2,000,758 SH   SOLE   1,913,823 0 86,935
AMAZON COM INC COM 023135106 BBG000BVPV84 1,425,402,026 11,213,043 SH   SOLE   10,054,541 0 1,175,833
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 3,812,902 50,690 SH   SOLE   50,690 0 0
APPLE INC COM 037833100 BBG000B9XRY4 3,087,944 18,036 SH   SOLE   18,036 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX77 1,042,253,223 26,082,413 SH   SOLE   23,606,047 0 2,524,818
ARCH RESOURCES INC CL A 03940R107 BBG00DZB5D77 7,011,395 41,084 SH   SOLE   41,084 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GXZF0 877,184,344 16,389,842 SH   SOLE   15,639,108 0 763,906
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG000BZ0DK8 951,186,452 14,045,872 SH   SOLE   13,227,086 0 819,101
ATMOS ENERGY CORP COM 049560105 BBG000BRNGM2 1,254,105 11,839 SH   SOLE   11,839 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 1,219,014,857 1,467,667 SH   SOLE   1,385,857 0 83,430
CMS ENERGY CORP COM 125896100 BBG000BFVXX0 2,126,631 40,042 SH   SOLE   40,042 0 0
CANADIAN NAT RES LTD COM 136385101 BBG000HW5GX3 347,152,764 5,368,065 SH   SOLE   5,099,225 0 299,834
CANADIAN NAT RES LTD COM 136385101 BBG0014LGC02 956,141,973 14,716,575 SH   SOLE   14,208,753 0 538,816
CATERPILLAR INC COM 149123101 BBG000BF0K17 3,057,600 11,200 SH   SOLE   11,200 0 0
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 6,842,431 40,579 SH   SOLE   40,579 0 0
COCA COLA CO COM 191216100 BBG000BMX289 8,006,148 143,018 SH   SOLE   143,018 0 0
D R HORTON INC COM 23331A109 BBG000DQTXY6 411,994,735 3,833,579 SH   SOLE   3,596,760 0 243,263
DR REDDYS LABS LTD ADR 256135203 BBG000NJ96L6 48,310,098 722,448 SH   SOLE   285,497 0 436,951
ENI S P A SPONSORED ADR 26874R108 BBG000BBPZZ9 2,733,118 85,624 SH   SOLE   85,624 0 0
ECOPETROL S A SPONSORED ADS 279158109 BBG000RJ1Y75 108,169,567 9,341,068 SH   SOLE   8,297,567 0 1,043,501
ENBRIDGE INC COM 29250N105 BBG000C7P7N2 11,634,063 349,151 SH   SOLE   347,102 0 2,049
ENBRIDGE INC COM 29250N105 BBG000K5M1S8 7,008,301 211,157 SH   SOLE   211,157 0 0
EXELON CORP COM 30161N101 BBG000J6XT05 17,691,766 468,160 SH   SOLE   449,065 0 19,095
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 545,287,832 4,637,590 SH   SOLE   4,218,235 0 426,607
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 3,343,618,296 11,137,598 SH   SOLE   10,115,448 0 1,032,976
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 85,810,764 98,800 SH   SOLE   93,647 0 5,927
FORTIS INC COM 349553107 BBG000BYTHG6 2,788,455 73,076 SH   SOLE   73,076 0 0
FORTIS INC COM 349553107 BBG000K9SSS5 168,296 4,430 SH   SOLE   4,430 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKS18 24,588,995 416,692 SH   SOLE   311,299 0 105,393
HALEON PLC SPON ADS 405552100 BBG018GZNCH6 231,008 27,732 SH   SOLE   27,732 0 0
HERSHEY CO COM 427866108 BBG000BLHRS2 1,520,808 7,601 SH   SOLE   7,601 0 0
HESS CORP COM 42809H107 BBG000BBD070 177,716,232 1,161,544 SH   SOLE   1,094,341 0 74,930
ICICI BANK LIMITED ADR 45104G104 BBG000DRM643 1,623,136,317 70,204,858 SH   SOLE   64,836,362 0 5,368,933
IDEXX LABS INC COM 45168D104 BBG000BLRT07 407,485,791 931,886 SH   SOLE   873,765 0 59,760
INTUIT COM 461202103 BBG000BH5DV1 277,456,770 543,032 SH   SOLE   511,078 0 33,718
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 719,889,810 2,462,930 SH   SOLE   2,165,544 0 301,298
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG000BPVKZ4 46,959,630 8,744,810 SH   SOLE   6,422,780 0 2,322,554
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 4,825,686 33,276 SH   SOLE   33,276 0 0
LI AUTO INC SPONSORED ADS 50202M102 BBG00W0KZD98 56,459,262 1,583,710 SH   SOLE   1,399,683 0 184,027
LAM RESEARCH CORP COM 512807108 BBG000BNFLM9 1,393,316,604 2,223,011 SH   SOLE   2,109,151 0 115,680
ELI LILLY & CO COM 532457108 BBG000BNBDC2 1,755,355,343 3,268,027 SH   SOLE   2,957,589 0 316,416
MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYMH7 81,770,079 199,206 SH   SOLE   188,356 0 12,336
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 14,419,438 36,421 SH   SOLE   36,421 0 0
MERCK & CO INC COM 58933Y105 BBG000BPD168 3,868,861 37,580 SH   SOLE   37,580 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 2,188,874,041 6,932,301 SH   SOLE   6,114,022 0 827,515
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 4,353,909 53,311 SH   SOLE   53,311 0 0
NETFLIX INC COM 64110L106 BBG000CL9VN6 958,764,538 2,539,101 SH   SOLE   2,458,230 0 83,531
NETEASE INC SPONSORED ADS 64110W102 BBG000BX72V8 310,449,426 3,099,535 SH   SOLE   2,635,266 0 464,269
NOVO-NORDISK A S ADR 670100205 BBG000BQBKR3 36,934,008 406,136 SH   SOLE   406,392 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 6,106,872,024 14,039,109 SH   SOLE   12,797,314 0 1,250,095
ONEOK INC NEW COM 682680103 BBG000BQHGR6 2,722,352 42,919 SH   SOLE   42,919 0 0
ORACLE CORP COM 68389X105 BBG000BQLTW7 14,296,976 134,979 SH   SOLE   133,764 0 1,215
PEABODY ENERGY CORP COM 704551100 BBG00GBV88T6 27,610,451 1,062,349 SH   SOLE   1,009,224 0 57,796
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG000BS6FX9 3,183,592,404 212,381,081 SH   SOLE   189,938,828 0 22,443,317
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 10,933,513 118,098 SH   SOLE   118,098 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 281,402,941 2,869,409 SH   SOLE   2,540,572 0 328,837
RIO TINTO PLC SPONSORED ADR 767204100 BBG000FD28T3 4,815,002 75,660 SH   SOLE   75,660 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6G2 240,459 3,735 SH   SOLE   3,735 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT41Q8 2,097,562,058 35,978,766 SH   SOLE   33,459,433 0 2,562,511
SERVICENOW INC COM 81762P102 BBG000M1R011 831,630,749 1,487,818 SH   SOLE   1,395,982 0 94,537
SYNOPSYS INC COM 871607107 BBG000BSFRF3 510,715,196 1,112,742 SH   SOLE   1,043,243 0 71,534
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 568,172,448 6,538,233 SH   SOLE   6,036,560 0 501,673
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG000CHZ857 6,775,121 103,028 SH   SOLE   103,436 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 503,370,622 10,945,219 SH   SOLE   10,259,864 0 709,605
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 1,636,549,313 3,245,898 SH   SOLE   2,890,873 0 359,758
VALE S A SPONSORED ADS 91912E105 BBG000BN5LG7 1,865,387 139,208 SH   SOLE   139,208 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 1,020,073,879 4,434,911 SH   SOLE   3,921,506 0 519,129
WALMART INC COM 931142103 BBG000BWXBC2 2,951,828 18,457 SH   SOLE   18,457 0 0
WORKDAY INC CL A 98138H101 BBG000VC0T95 338,318,924 1,574,675 SH   SOLE   1,477,737 0 100,961
ZOETIS INC CL A 98978V103 BBG0039320N9 317,605,013 1,825,526 SH   SOLE   1,711,166 0 117,476
AON PLC SHS CL A G0403H108 BBG00SSQFPK6 710,515,810 2,191,462 SH   SOLE   2,149,240 0 42,222
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 10,818,002 135,717 SH   SOLE   135,717 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 33,197,472 4,043,541 SH   SOLE   161,908 0 3,881,633
GLOBANT S A COM L44385109 BBG00564Y443 11,703,619 59,154 SH   SOLE   54,825 0 4,329
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 775,238,142 1,316,954 SH   SOLE   1,277,363 0 39,606