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
SEADRILL 2021 LTD COM G7997W102   18,140,206 352,237 SH   SOLE   0 0 352,237
ALPHABET INC CAP STK CL A 02079K305   1,634,250 8,972 SH   SOLE   0 0 8,972
ANALOG DEVICES INC COM 032654105   1,466,799 6,426 SH   SOLE   0 0 6,426
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   1,356,000 23,319 SH   SOLE   0 0 23,319
ELEVANCE HEALTH INC COM 036752103   1,433,220 2,645 SH   SOLE   0 0 2,645
BP PLC SPONSORED ADR 055622104   11,106,057 307,647 SH   SOLE   0 0 307,647
BAXTER INTL INC COM 071813109   1,868,183 55,850 SH   SOLE   0 0 55,850
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,365,221 3,356 SH   SOLE   0 0 3,356
BOEING CO COM 097023105   1,378,726 7,575 SH   SOLE   0 0 7,575
CANADIAN NATL RY CO COM 136375102   18,321,254 155,094 SH   SOLE   0 0 155,094
CASEYS GEN STORES INC COM 147528103   1,781,885 4,670 SH   SOLE   0 0 4,670
CORTEVA INC COM 22052L104   1,400,714 25,968 SH   SOLE   0 0 25,968
EXPEDIA GROUP INC COM NEW 30212P303   1,230,922 9,770 SH   SOLE   0 0 9,770
EXXON MOBIL CORP COM 30231G102   1,535,816 13,341 SH   SOLE   0 0 13,341
META PLATFORMS INC CL A 30303M102   1,008,440 2,000 SH   SOLE   0 0 2,000
FIDELITY NATL INFORMATION SV COM 31620M106   1,323,698 17,565 SH   SOLE   0 0 17,565
GE VERNOVA INC COM 36828A101   951,709 5,549 SH   SOLE   0 0 5,549
GE AEROSPACE COM NEW 369604301   1,041,254 6,550 SH   SOLE   0 0 6,550
HDFC BANK LTD SPONSORED ADS 40415F101   15,661,846 243,461 SH   SOLE   0 0 243,461
IQVIA HLDGS INC COM 46266C105   1,144,525 5,413 SH   SOLE   0 0 5,413
JPMORGAN CHASE & CO. COM 46625H100   1,632,238 8,070 SH   SOLE   0 0 8,070
JD.COM INC SPON ADS CL A 47215P106   478,996 18,537 SH   SOLE   0 0 18,537
LPL FINL HLDGS INC COM 50212V100   1,549,836 5,549 SH   SOLE   0 0 5,549
LABCORP HOLDINGS INC COM SHS 504922105   1,114,217 5,475 SH   SOLE   0 0 5,475
MERCK & CO INC COM 58933Y105   1,197,765 9,675 SH   SOLE   0 0 9,675
MICRON TECHNOLOGY INC COM 595112103   529,408 4,025 SH   SOLE   0 0 4,025
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   4,697,212 434,927 SH   SOLE   0 0 434,927
MURPHY OIL CORP COM 626717102   889,134 21,560 SH   SOLE   0 0 21,560
NOVARTIS AG SPONSORED ADR 66987V109   18,236,172 171,296 SH   SOLE   0 0 171,296
NOVO-NORDISK A S ADR 670100205   14,516,943 101,702 SH   SOLE   0 0 101,702
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   1,320,048 44,521 SH   SOLE   0 0 44,521
RIO TINTO PLC SPONSORED ADR 767204100   1,174,873 17,820 SH   SOLE   0 0 17,820
SHELL PLC SPON ADS 780259305   1,472,039 20,394 SH   SOLE   0 0 20,394
SAP SE SPON ADR 803054204   24,085,384 119,406 SH   SOLE   0 0 119,406
SONY GROUP CORP SPONSORED ADR 835699307   23,038,355 271,199 SH   SOLE   0 0 271,199
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,619,909 9,320 SH   SOLE   0 0 9,320
TECK RESOURCES LTD CL B 878742204   10,556,154 220,379 SH   SOLE   0 0 220,379
TENARIS S A SPONSORED ADS 88031M109   10,741,636 351,954 SH   SOLE   0 0 351,954
UNION PAC CORP COM 907818108   1,287,419 5,690 SH   SOLE   0 0 5,690
VISA INC COM CL A 92826C839   1,458,021 5,555 SH   SOLE   0 0 5,555
WELLS FARGO CO NEW COM 949746101   1,295,890 21,820 SH   SOLE   0 0 21,820