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
Advanced Micro Devices COM 007903107   8,647,955 58,666 SH   OTR   0 0 58,666
Agnico Eagle Mines Ltd COM 008474108   17,223,503 314,011 SH   OTR   0 0 314,011
Alphabet Inc Class A CAP STK CL A 02079K305   12,376,534 88,600 SH   OTR   0 0 88,600
Amazon.Com Inc COM 023135106   22,103,320 145,474 SH   OTR   0 0 145,474
Apple Inc COM 037833100   5,232,388 27,177 SH   OTR   0 0 27,177
ASML Holding NV-NY Reg Shs N Y REGISTRY SHS N07059210   8,104,342 10,707 SH   OTR   0 0 10,707
AstraZeneca PLC SPONSORED ADR 046353108   7,066,093 104,916 SH   OTR   0 0 104,916
Atkore COM 047649108   24,322,560 152,016 SH   OTR   0 0 152,016
AutoZone COM 053332102   12,904,780 4,991 SH   OTR   0 0 4,991
Boston Scientific COM 101137107   7,146,183 123,615 SH   OTR   0 0 123,615
BP Plc-Spons ADR SPONSORED ADR 055622104   12,485,580 352,700 SH   OTR   0 0 352,700
Cheniere Energy Inc COM NEW 16411R208   18,728,423 109,709 SH   OTR   0 0 109,709
Coca Cola EuroPacific Partners SHS G25839104   11,054,013 165,628 SH   OTR   0 0 165,628
CRH PLC ORD G25508105   24,190,854 349,781 SH   OTR   0 0 349,781
Eli Lilly COM 532457108   5,875,251 10,079 SH   OTR   0 0 10,079
EQT Corp COM 26884L109   15,833,010 409,545 SH   OTR   0 0 409,545
FiServ Inc COM 337738108   14,160,744 106,600 SH   OTR   0 0 106,600
Franco-Nevada Corp COM 351858105   15,481,487 139,712 SH   OTR   0 0 139,712
GFL Environmental SUB VTG SHS 36168Q104   15,231,644 441,369 SH   OTR   0 0 441,369
InMode Ltd SHS M5425M103   17,585,168 790,700 SH   OTR   0 0 790,700
IQVIA Holdings Inc COM 46266C105   5,784,731 25,001 SH   OTR   0 0 25,001
Mastercard Inc-Class A CL A 57636Q104   12,778,666 29,961 SH   OTR   0 0 29,961
Meta Platforms Inc CL A 30303M102   24,761,626 69,956 SH   OTR   0 0 69,956
Microsoft Corporation COM 594918104   32,506,026 86,443 SH   OTR   0 0 86,443
Novo Nordisk ADR 670100205   6,176,482 59,705 SH   OTR   0 0 59,705
Nvidia COM 67066G104   16,086,231 32,483 SH   OTR   0 0 32,483
ProLogis COM 74340W103   5,507,156 41,314 SH   OTR   0 0 41,314
Pultegroup Inc COM 745867101   20,129,861 195,019 SH   OTR   0 0 195,019
Royalty Pharma SHS CLASS A G7709Q104   13,462,076 479,248 SH   OTR   0 0 479,248
S&P Global Inc COM 78409V104   5,839,093 13,255 SH   OTR   0 0 13,255
Taiwan Semiconductor-SP ADR SPONSORED ADS 874039100   11,911,224 114,531 SH   OTR   0 0 114,531
Thermo Fisher Scientific Inc COM 883556102   5,866,822 11,053 SH   OTR   0 0 11,053
Total Energies SPONSORED ADS 89151E109   12,926,651 191,847 SH   OTR   0 0 191,847
Ulta Beauty COM 90384S303   8,612,064 17,576 SH   OTR   0 0 17,576
United Healthcare COM 91324P102   12,652,127 24,032 SH   OTR   0 0 24,032
Visa Inc-Class A Shares COM CL A 92826C839   18,156,028 69,737 SH   OTR   0 0 69,737
Western Alliance Bancorp COM 957638109   22,625,247 343,901 SH   OTR   0 0 343,901
Wheaton Precious Metals Ord Shs COM 962879102   5,480,194 111,070 SH   OTR   0 0 111,070
WillScot Mobile Mini COM CL A 971378104   23,151,303 520,254 SH   OTR   0 0 520,254