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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ICICI Bank Ltd ADR 45104G104 8,401,380 575,000 SH   SOLE 1 575,000 0 0
Stellantis NV Common Stock 000000000 3,516,118 250,979 SH   SOLE 1 250,979 0 0
Stellantis NV Common Stock 000000000 7,939,502 566,990 SH   SOLE 1 566,990 0 566,990
Logitech International SA Common Stock 000000000 7,475,526 120,000 SH   SOLE 1 120,000 0 120,000
UBS Group AG Common Stock 000000000 20,395,354 1,532,890 SH   SOLE 1 1,532,890 0 0
Ferguson PLC Common Stock 000000000 65,393,950 499,000 SH   SOLE 1 499,000 0 499,000
Abbott Laboratories Common Stock 002824100 29,634,005 285,191 SH   SOLE 1 285,191 0 0
Accenture PLC Common Stock 000000000 29,300,231 95,732 SH   SOLE 1 95,732 0 0
Activision Blizzard Inc Common Stock 00507V109 12,847,321 261,552 SH   SOLE 1 261,552 0 261,552
Adobe Inc Common Stock 00724F101 21,534,839 51,437 SH   SOLE 1 51,437 0 0
Alphabet Inc Common Stock 02079K305 107,879,948 50,437 SH   SOLE 1 50,437 0 0
Amazon.com Inc Common Stock 023135106 92,503,341 37,576 SH   SOLE 1 37,576 0 37,576
American Express Co Common Stock 025816109 17,856,308 147,833 SH   SOLE 1 147,833 0 0
American Tower Corp REIT 03027X100 19,130,788 88,587 SH   SOLE 1 88,587 0 88,587
Amphenol Corp Common Stock 032095101 12,669,350 196,204 SH   SOLE 1 196,204 0 196,204
Anthem Inc Common Stock 036752103 14,180,500 41,435 SH   SOLE 1 41,435 0 0
Aon PLC Common Stock 000000000 15,853,155 71,441 SH   SOLE 1 71,441 0 71,441
Apple Inc Common Stock 037833100 150,821,283 1,150,419 SH   SOLE 1 1,150,419 0 0
Automatic Data Processing Inc Common Stock 053015103 15,606,932 85,728 SH   SOLE 1 85,728 0 85,728
AvalonBay Communities Inc REIT 053484101 12,523,667 67,155 SH   SOLE 1 67,155 0 0
Bank of America Corp Common Stock 060505104 36,928,389 1,124,245 SH   SOLE 1 1,124,245 0 1,124,245
Berkshire Hathaway Inc Common Stock 084670702 34,450,617 156,059 SH   SOLE 1 156,059 0 0
BlackRock Inc Common Stock 09247X101 11,588,733 17,144 SH   SOLE 1 17,144 0 17,144
Broadcom Inc Common Stock 11135F101 26,870,879 54,696 SH   SOLE 1 54,696 0 0
Charter Communications Inc Common Stock 16119P108 11,561,642 24,019 SH   SOLE 1 24,019 0 24,019
Cheesecake Factory Inc/The Common Stock 163072101 7,675,244 265,536 SH   SOLE 1 265,536 0 265,536
Chevron Corp Common Stock 166764100 23,590,168 272,277 SH   SOLE 1 272,277 0 0
Cisco Systems Inc/Delaware Common Stock 17275R102 22,851,891 488,429 SH   SOLE 1 488,429 0 0
Citigroup Inc Common Stock 172967424 17,774,709 398,658 SH   SOLE 1 398,658 0 0
Coca-Cola Co/The Common Stock 191216100 22,388,587 512,147 SH   SOLE 1 512,147 0 512,147
ConocoPhillips Common Stock 20825C104 14,406,529 270,337 SH   SOLE 1 270,337 0 0
Constellation Brands Inc Common Stock 21036P108 14,090,599 76,045 SH   SOLE 1 76,045 0 76,045
Costco Wholesale Corp Common Stock 22160K105 25,546,393 60,950 SH   SOLE 1 60,950 0 0
CVS Health Corp Common Stock 126650100 20,677,164 271,483 SH   SOLE 1 271,483 0 0
Danaher Corp Common Stock 235851102 23,715,341 97,630 SH   SOLE 1 97,630 0 0
Deere & Co Common Stock 244199105 16,620,335 65,652 SH   SOLE 1 65,652 0 65,652
Dollar General Corp Common Stock 256677105 22,082,650 126,828 SH   SOLE 1 126,828 0 0
Eli Lilly & Co Common Stock 532457108 21,796,182 106,878 SH   SOLE 1 106,878 0 106,878
Equinix Inc REIT 29444U700 12,490,416 20,001 SH   SOLE 1 20,001 0 20,001
Eversource Energy Common Stock 30040W108 13,232,116 196,991 SH   SOLE 1 196,991 0 196,991
Fidelity National Information Services Inc Common Stock 31620M106 9,211,487 114,306 SH   SOLE 1 114,306 0 0
Hess Corp Common Stock 42809H107 7,256,847 132,771 SH   SOLE 1 132,771 0 0
Home Depot Inc/The Common Stock 437076102 44,218,807 144,315 SH   SOLE 1 144,315 0 144,315
Honeywell International Inc Common Stock 438516106 20,644,867 134,106 SH   SOLE 1 134,106 0 0
Johnson & Johnson Common Stock 478160104 26,899,207 212,975 SH   SOLE 1 212,975 0 212,975
JPMorgan Chase & Co Common Stock 46625H100 39,409,968 337,094 SH   SOLE 1 337,094 0 337,094
Linde PLC Common Stock 000000000 29,236,240 114,306 SH   SOLE 1 114,306 0 114,306
McDonald's Corp Common Stock 580135101 25,903,700 130,881 SH   SOLE 1 130,881 0 130,881
Medtronic PLC Common Stock 000000000 12,913,052 169,068 SH   SOLE 1 169,068 0 0
Merck & Co Inc Common Stock 58933Y105 19,970,308 352,933 SH   SOLE 1 352,933 0 352,933
Meta Platforms Inc Common Stock 30303M102 36,532,010 147,111 SH   SOLE 1 147,111 0 0
MetLife Inc Common Stock 59156R108 10,547,612 228,616 SH   SOLE 1 228,616 0 228,616
Microsoft Corp Common Stock 594918104 162,219,233 653,300 SH   SOLE 1 653,300 0 0
Netflix Inc Common Stock 64110L106 13,980,948 31,433 SH   SOLE 1 31,433 0 31,433
NextEra Energy Inc Common Stock 65339F101 23,637,252 342,925 SH   SOLE 1 342,925 0 0
NIKE Inc Common Stock 654106103 20,219,803 164,317 SH   SOLE 1 164,317 0 0
NVIDIA Corp Common Stock 67066G104 65,479,180 301,548 SH   SOLE 1 301,548 0 0
Oracle Corp Common Stock 68389X105 22,540,221 350,070 SH   SOLE 1 350,070 0 350,070
Otis Worldwide Corp Common Stock 68902V107 12,447,130 193,626 SH   SOLE 1 193,626 0 0
Pfizer Inc Common Stock 717081103 28,729,308 658,974 SH   SOLE 1 658,974 0 658,974
Phillips 66 Common Stock 718546104 5,962,322 111,450 SH   SOLE 1 111,450 0 111,450
PNC Financial Services Group Inc/The Common Stock 693475105 11,396,973 76,983 SH   SOLE 1 76,983 0 76,983
Procter & Gamble Co/The Common Stock 742718109 41,415,827 342,925 SH   SOLE 1 342,925 0 342,925
Prudential Financial Inc Common Stock 744320102 7,422,045 92,875 SH   SOLE 1 92,875 0 0
Raytheon Technologies Corp Common Stock 75513E101 15,433,932 242,906 SH   SOLE 1 242,906 0 0
Republic Services Inc Common Stock 760759100 13,475,412 130,884 SH   SOLE 1 130,884 0 0
S&P Global Inc Common Stock 78409V104 19,913,776 57,153 SH   SOLE 1 57,153 0 57,153
Southwest Airlines Co Common Stock 844741108 4,367,311 138,079 SH   SOLE 1 138,079 0 0
salesforce.com Inc Common Stock 79466L302 19,034,091 101,447 SH   SOLE 1 101,447 0 101,447
Texas Instruments Inc Common Stock 882508104 21,552,606 154,889 SH   SOLE 1 154,889 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 25,339,305 51,437 SH   SOLE 1 51,437 0 0
TJX Cos Inc/The Common Stock 872540109 16,819,044 300,060 SH   SOLE 1 300,060 0 0
Union Pacific Corp Common Stock 907818108 22,722,524 122,163 SH   SOLE 1 122,163 0 0
UnitedHealth Group Inc Common Stock 91324P102 40,788,468 110,021 SH   SOLE 1 110,021 0 110,021
Visa Inc Common Stock 92826C839 41,301,056 258,134 SH   SOLE 1 258,134 0 0
Westinghouse Air Brake Technologies Corp Common Stock 929740108 11,815,880 173,749 SH   SOLE 1 173,749 0 173,749
Walmart Inc Common Stock 931142103 22,219,733 208,000 SH   SOLE 1 208,000 0 208,000
Walt Disney Co/The Common Stock 254687106 26,960,887 235,762 SH   SOLE 1 235,762 0 235,762
Xylem Inc/NY Common Stock 98419M100 11,764,280 132,873 SH   SOLE 1 132,873 0 0
Zimmer Biomet Holdings Inc Common Stock 98956P102 10,255,962 109,345 SH   SOLE 1 109,345 0 0
iShares MSCI Turkey ETF ETP 464286715 3,895,839 284,000 SH   SOLE 1 284,000 0 0
Vanguard Mid-Cap ETF ETP 922908629 157,092,323 835,160 SH   SOLE 1 835,160 0 835,160
Vanguard Small-Cap Value ETF ETP 922908611 35,551,593 269,236 SH   SOLE 1 269,236 0 0
iShares JP Morgan USD Emerging Markets Bond ETF ETP 464288281 12,077,964 150,000 SH   SOLE 1 150,000 0 150,000
Yum China Holdings Inc Common Stock 98850P109 3,661,253 101,050 SH   DFND 2 101,050 0 101,050
Alibaba Group Holding Ltd ADR 01609W102 13,099,832 149,365 SH   DFND 3 149,365 0 149,365
Kanzhun Ltd ADR 48553T106 1,166,701 45,305 SH   DFND 3 45,305 0 45,305
NetEase Inc ADR 64110W102 12,341,796 164,240 SH   DFND 3 164,240 0 164,240
TAL Education Group ADR 874080104 149,952 51,680 SH   DFND 3 51,680 0 0
Brown-Forman Corp Common Stock 115637100 10,282,187 205,439 SH   DFND 4 205,439 0 205,439
eBay Inc Common Stock 278642103 23,210,853 472,751 SH   DFND 4 472,751 0 0
Intuit Inc Common Stock 461202103 55,332,255 116,515 SH   DFND 4 116,515 0 116,515
Mondelez International Inc Common Stock 609207105 36,030,593 735,962 SH   DFND 4 735,962 0 735,962
PayPal Holdings Inc Common Stock 70450Y103 34,272,562 246,158 SH   DFND 4 246,158 0 0
PepsiCo Inc Common Stock 713448108 37,412,703 291,714 SH   DFND 4 291,714 0 291,714
Walt Disney Co/The Common Stock 254687106 33,930,908 296,712 SH   DFND 4 296,712 0 296,712
World Wrestling Entertainment Inc Common Stock 98156Q108 20,546,195 564,021 SH   DFND 4 564,021 0 564,021
Canada Goose Holdings Inc Common Stock 135086106 7,763,802 283,338 SH   DFND 5 283,338 0 283,338
Descartes Systems Group Inc/The Common Stock 249906108 13,476,552 220,385 SH   DFND 5 220,385 0 220,385
HDFC Bank Ltd ADR 40415F101 21,946,333 456,819 SH   DFND 5 456,819 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 49,412,325 556,284 SH   DFND 5 556,284 0 0
Accenture PLC Common Stock 000000000 55,278,430 180,610 SH   DFND 5 180,610 0 0
Airbnb Inc Common Stock 009066101 66,748,663 543,022 SH   DFND 5 543,022 0 543,022
Alphabet Inc Common Stock 02079K305 69,897,274 32,679 SH   DFND 5 32,679 0 0
Amazon.com Inc Common Stock 023135106 68,311,561 27,749 SH   DFND 5 27,749 0 0
Copart Inc Common Stock 217204106 17,860,251 159,549 SH   DFND 5 159,549 0 159,549
Costco Wholesale Corp Common Stock 22160K105 53,094,165 126,675 SH   DFND 5 126,675 0 0
Cummins Inc Common Stock 231021106 48,219,010 299,396 SH   DFND 5 299,396 0 0
Danaher Corp Common Stock 235851102 69,508,565 286,149 SH   DFND 5 286,149 0 286,149
Dropbox Inc Common Stock 26210C104 13,626,570 752,099 SH   DFND 5 752,099 0 752,099
Estee Lauder Cos Inc/The Common Stock 518439104 46,309,367 169,432 SH   DFND 5 169,432 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 15,696,849 55,576 SH   DFND 5 55,576 0 55,576
Home Depot Inc/The Common Stock 437076102 44,545,741 145,382 SH   DFND 5 145,382 0 145,382
IQVIA Holdings Inc Common Stock 46266C105 67,189,497 322,552 SH   DFND 5 322,552 0 0
Linde PLC Common Stock 000000000 58,764,826 229,755 SH   DFND 5 229,755 0 229,755
Mastercard Inc Common Stock 57636Q104 68,824,850 259,434 SH   DFND 5 259,434 0 0
Meta Platforms Inc Common Stock 30303M102 47,647,986 191,874 SH   DFND 5 191,874 0 191,874
Mettler-Toledo International Inc Common Stock 592688105 35,702,244 28,492 SH   DFND 5 28,492 0 28,492
NVIDIA Corp Common Stock 67066G104 56,160,902 258,635 SH   DFND 5 258,635 0 258,635
PayPal Holdings Inc Common Stock 70450Y103 39,505,241 283,741 SH   DFND 5 283,741 0 0
Roper Technologies Inc Common Stock 776696106 48,687,400 134,072 SH   DFND 5 134,072 0 134,072
S&P Global Inc Common Stock 78409V104 58,875,480 168,974 SH   DFND 5 168,974 0 0
salesforce.com Inc Common Stock 79466L302 56,583,674 301,577 SH   DFND 5 301,577 0 301,577
Sherwin-Williams Co/The Common Stock 824348106 45,729,186 175,880 SH   DFND 5 175,880 0 0
Texas Instruments Inc Common Stock 882508104 25,855,363 185,811 SH   DFND 5 185,811 0 0
UnitedHealth Group Inc Common Stock 91324P102 59,362,586 160,122 SH   DFND 5 160,122 0 0
Vail Resorts Inc Common Stock 91879Q109 14,371,724 59,365 SH   DFND 5 59,365 0 59,365
VeriSign Inc Common Stock 92343E102 14,657,825 78,218 SH   DFND 5 78,218 0 78,218
Alibaba Group Holding Ltd ADR 01609W102 19,354,406 220,680 SH   DFND 6 220,680 0 0
NetEase Inc ADR 64110W102 33,054,583 439,878 SH   DFND 6 439,878 0 439,878
ICON PLC Common Stock 000000000 29,493,581 128,988 SH   DFND 6 128,988 0 128,988
Check Point Software Technologies Ltd Common Stock 000000000 28,384,374 329,832 SH   DFND 6 329,832 0 0
Autodesk Inc Common Stock 052769106 27,928,832 134,529 SH   DFND 6 134,529 0 0
Automatic Data Processing Inc Common Stock 053015103 20,952,335 115,090 SH   DFND 6 115,090 0 115,090
Becton Dickinson and Co Common Stock 075887109 38,073,748 205,062 SH   DFND 6 205,062 0 0
Booking Holdings Inc Common Stock 09857L108 65,122,585 36,764 SH   DFND 6 36,764 0 0
Electronic Arts Inc Common Stock 285512109 27,916,015 286,663 SH   DFND 6 286,663 0 0
Estee Lauder Cos Inc/The Common Stock 518439104 55,703,965 203,804 SH   DFND 6 203,804 0 203,804
FactSet Research Systems Inc Common Stock 303075105 37,994,500 105,886 SH   DFND 6 105,886 0 0
Fox Corp Common Stock 35137L105 26,088,212 957,593 SH   DFND 6 957,593 0 0
Intuit Inc Common Stock 461202103 79,089,769 166,542 SH   DFND 6 166,542 0 166,542
Johnson & Johnson Common Stock 478160104 43,405,260 343,662 SH   DFND 6 343,662 0 343,662
Microsoft Corp Common Stock 594918104 78,033,336 314,261 SH   DFND 6 314,261 0 0
Moody's Corp Common Stock 615369105 80,742,450 279,998 SH   DFND 6 279,998 0 279,998
Philip Morris International Inc Common Stock 718172109 44,320,237 631,890 SH   DFND 6 631,890 0 0
S&P Global Inc Common Stock 78409V104 45,122,630 129,503 SH   DFND 6 129,503 0 0
Charles Schwab Corp/The Common Stock 808513105 28,363,700 456,804 SH   DFND 6 456,804 0 456,804
VeriSign Inc Common Stock 92343E102 57,843,671 308,669 SH   DFND 6 308,669 0 0
Visa Inc Common Stock 92826C839 91,616,268 572,607 SH   DFND 6 572,607 0 572,607
MakeMyTrip Ltd Common Stock 000000000 10,979,947 536,694 SH   DFND 7 536,694 0 536,694
AerCap Holdings NV Common Stock 000000000 96,719,293 2,002,468 SH   DFND 7 2,002,468 0 2,002,468
Adient PLC Common Stock 000000000 60,635,458 1,715,282 SH   DFND 7 1,715,282 0 1,715,282
American Express Co Common Stock 025816109 59,728,943 494,498 SH   DFND 7 494,498 0 494,498
Bank of America Corp Common Stock 060505104 77,742,348 2,366,782 SH   DFND 7 2,366,782 0 0
Big Lots Inc Common Stock 089302103 30,615,139 920,459 SH   DFND 7 920,459 0 0
BorgWarner Inc Common Stock 099724106 44,704,898 1,343,478 SH   DFND 7 1,343,478 0 0
Cars.com Inc Common Stock 14575E105 47,764,351 4,020,785 SH   DFND 7 4,020,785 0 4,020,785
Citigroup Inc Common Stock 172967424 25,846,133 579,687 SH   DFND 7 579,687 0 579,687
Helmerich & Payne Inc Common Stock 423452101 7,747,675 442,778 SH   DFND 7 442,778 0 442,778
Jackson Financial Inc Common Stock 46817M107 4,874,787 157,845 SH   DFND 7 157,845 0 157,845
MBIA Inc Common Stock 55262C100 26,987,381 2,314,950 SH   DFND 7 2,314,950 0 2,314,950
McKesson Corp Common Stock 58155Q103 93,460,258 509,262 SH   DFND 7 509,262 0 0
Meta Platforms Inc Common Stock 30303M102 55,727,885 224,411 SH   DFND 7 224,411 0 224,411
NOV Inc Common Stock 62955J103 54,892,757 5,487,048 SH   DFND 7 5,487,048 0 5,487,048
Sabre Corp Common Stock 78573M104 14,756,477 2,326,765 SH   DFND 7 2,326,765 0 2,326,765
Sprouts Farmers Market Inc Common Stock 85208M102 43,938,054 2,005,118 SH   DFND 7 2,005,118 0 2,005,118
Twitter Inc Common Stock 90184L102 44,299,819 1,388,290 SH   DFND 7 1,388,290 0 0
CNH Industrial NV Common Stock 000000000 46,110,407 3,217,300 SH   DFND 8 3,217,300 0 3,217,300
Grupo Televisa SAB ADR 40049J206 15,480,267 2,237,700 SH   DFND 8 2,237,700 0 2,237,700
Alphabet Inc Common Stock 02079K305 120,268,485 56,229 SH   DFND 8 56,229 0 0
American International Group Inc Common Stock 026874784 41,534,769 989,391 SH   DFND 8 989,391 0 989,391
Bank of America Corp Common Stock 060505104 43,403,967 1,321,387 SH   DFND 8 1,321,387 0 0
Berkshire Hathaway Inc Common Stock 084670702 70,195,071 317,979 SH   DFND 8 317,979 0 0
Booking Holdings Inc Common Stock 09857L108 36,596,470 20,660 SH   DFND 8 20,660 0 20,660
Charter Communications Inc Common Stock 16119P108 36,937,182 76,736 SH   DFND 8 76,736 0 76,736
Citigroup Inc Common Stock 172967424 25,844,484 579,650 SH   DFND 8 579,650 0 579,650
Comcast Corp Common Stock 20030N101 14,846,949 399,552 SH   DFND 8 399,552 0 399,552
Constellation Brands Inc Common Stock 21036P108 17,030,086 91,909 SH   DFND 8 91,909 0 91,909
Fiserv Inc Common Stock 337738108 62,045,105 809,683 SH   DFND 8 809,683 0 809,683
General Motors Co Common Stock 37045V100 33,339,861 770,206 SH   DFND 8 770,206 0 0
General Dynamics Corp Common Stock 369550108 26,520,300 172,305 SH   DFND 8 172,305 0 0
Halliburton Co Common Stock 406216101 24,269,721 1,437,347 SH   DFND 8 1,437,347 0 1,437,347
HCA Healthcare Inc Common Stock 40412C101 55,805,952 294,202 SH   DFND 8 294,202 0 294,202
Hilton Worldwide Holdings Inc Common Stock 43300A203 35,306,980 306,568 SH   DFND 8 306,568 0 0
Humana Inc Common Stock 444859102 48,493,906 141,600 SH   DFND 8 141,600 0 0
Keurig Dr Pepper Inc Common Stock 49271V100 57,289,871 2,105,162 SH   DFND 8 2,105,162 0 2,105,162
Liberty Global PLC Common Stock 000000000 32,138,215 1,569,200 SH   DFND 8 1,569,200 0 1,569,200
Visa Inc Common Stock 92826C839 21,551,800 134,700 SH   DFND 8 134,700 0 0
Burford Capital Ltd Common Stock 000000000 922,710 119,677 SH   DFND 9 119,677 0 119,677
MIDDLEBY CORP US DOMESTIC 596278AB7 2,222,945 1,884,000 SH   DFND 10 1,884,000 0 0
NUVASIVE INC US DOMESTIC 670704AJ4 1,729,990 2,444,000 SH   DFND 10 2,444,000 0 2,444,000
PEBBLEBROOK HOTEL TRUST US DOMESTIC 70509VAA8 1,404,028 1,727,000 SH   DFND 10 1,727,000 0 1,727,000
PIONEER NATURAL RESOURCE US DOMESTIC 723787AP2 1,151,124 875,000 SH   DFND 10 875,000 0 875,000
Exscientia Plc ADR 30223G102 2,590,413 177,560 SH   DFND 12 177,560 0 0
Farfetch Ltd Common Stock 30744W107 6,583,571 266,740 SH   DFND 12 266,740 0 0