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
ADOBE INC COM 00724F101 1,991 3,511 SH   SOLE 0 2,082 0 1,429
ALIBABA GROUP HOLDING LTD ADR 01609W102 381 3,207 SH   SOLE 0 3,207 0 0
ALPHABET INC COM 02079K107 7,393 2,555 SH   SOLE 0 1,547 0 1,008
AMAZON.COM INC COM 023135106 5,048 1,514 SH   SOLE 0 895 0 619
AMERICAN TOWER CORP COM 03027X100 3,357 11,478 SH   SOLE 0 6,877 0 4,601
ANTHEM INC COM 036752103 2,685 5,792 SH   SOLE 0 3,393 0 2,399
APPLE INC COM 037833100 2,966 16,705 SH   SOLE 0 9,983 0 6,722
ASML HOLDING NV NY REG SHRS N07059210 441 554 SH   SOLE 0 554 0 0
ASTRAZENECA PLC ADR 046353108 574 9,850 SH   SOLE 0 9,850 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 2,933 88,545 SH   SOLE 0 52,666 0 35,879
BERKSHIRE HATHAWAY INC COM 084670702 3,418 11,430 SH   SOLE 0 6,852 0 4,578
BOOKING HOLDINGS INC COM 09857L108 2,946 1,228 SH   SOLE 0 737 0 491
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 10,063 139,781 SH   SOLE 0 117,786 0 21,995
EQUINOR ASA ADR 29446M102 51 1,927 SH   SOLE 0 1,927 0 0
FABRINET COM G3323L100 328 2,766 SH   SOLE 0 2,766 0 0
HDFC BANK LTD ADR 40415F101 6,474 99,498 SH   SOLE 0 86,774 0 12,724
HEADHUNTER GROUP PLC ADR 42207L106 175 3,427 SH   SOLE 0 3,427 0 0
INFOSYS LTD ADR 456788108 1,244 49,145 SH   SOLE 0 49,145 0 0
ISHARES MSCI CHINA A ETF ETF 46434V514 496 11,370 SH   SOLE 0 11,370 0 0
ISHARES MSCI INDIA ETF ETF 46429B598 5,206 113,563 SH   SOLE 0 113,563 0 0
ISHARES MSCI INDIA SMALL-CAP E ETF 46429B614 647 10,724 SH   SOLE 0 10,724 0 0
LEXINFINTECH HOLDINGS LTD ADR 528877103 85 22,035 SH   SOLE 0 22,035 0 0
MASTERCARD INC COM 57636Q104 3,527 9,815 SH   SOLE 0 5,786 0 4,029
META PLATFORMS INC COM 30303M102 7,419 22,057 SH   SOLE 0 13,149 0 8,908
MICROSOFT CORP COM 594918104 4,609 13,704 SH   SOLE 0 9,499 0 4,205
NOVO NORDISK A/S ADR 670100205 231 2,063 SH   SOLE 0 2,063 0 0
ORIX CORP ADR 686330101 494 4,851 SH   SOLE 0 4,851 0 0
PAYPAL HOLDINGS INC COM 70450Y103 3,714 19,696 SH   SOLE 0 11,817 0 7,879
PHILIP MORRIS INTERNATIONAL IN COM 718172109 5,691 59,910 SH   SOLE 0 48,667 0 11,243
S&P GLOBAL INC COM 78409V104 2,639 5,592 SH   SOLE 0 3,357 0 2,235
SAP SE ADR 803054204 426 3,038 SH   SOLE 0 3,038 0 0
SEA LTD ADR 81141R100 489 2,186 SH   SOLE 0 2,186 0 0
SILICON MOTION TECHNOLOGY CORP ADR 82706C108 599 6,304 SH   SOLE 0 6,304 0 0
STELLANTIS NV COM N82405106 5,625 296,853 SH   SOLE 0 254,404 0 42,449
TERNIUM SA ADR 880890108 2,148 49,368 SH   SOLE 0 49,368 0 0
TJX COS INC/THE COM 872540109 2,218 29,216 SH   SOLE 0 17,370 0 11,846
TOYOTA MOTOR CORP ADR 892331307 44 238 SH   SOLE 0 238 0 0
VISA INC COM 92826C839 3,458 15,957 SH   SOLE 0 9,240 0 6,717
WIPRO LTD ADR 97651M109 713 73,082 SH   SOLE 0 73,082 0 0
WNS HOLDINGS LTD ADR 92932M101 246 2,793 SH   SOLE 0 2,793 0 0
XP INC COM G98239109 2,190 76,198 SH   SOLE 0 76,198 0 0