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
ACCENTURE PLC Common Stock G1151C101 4,623 16,652 SH   SOLE   16,652 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,844 75,060 SH   SOLE   75,060 0 0
ADOBE INC Common Stock 00724F101 5,785 15,804 SH   SOLE   15,804 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101 4,030 33,931 SH   SOLE   33,931 0 0
ALCON INC Common Stock H01301128 5,191 74,268 SH   SOLE   74,268 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101 3,015 12,740 SH   SOLE   12,740 0 0
ALLEGION PLC Common Stock G0176J109 2,621 26,768 SH   SOLE   26,768 0 0
ALPHABET INC Common Stock 02079K305 46,900 21,521 SH   SOLE   21,521 0 0
ANALOG DEVICES INC Common Stock 032654105 1,945 13,315 SH   SOLE   13,315 0 0
ANSYS INC Common Stock 03662Q105 2,571 10,745 SH   SOLE   10,745 0 0
APTIV PLC Common Stock G6095L109 1,869 20,982 SH   SOLE   20,982 0 0
ASML HOLDING NV NY Reg Shrs N07059210 2,475 5,200 SH   SOLE   5,200 0 0
AUTODESK INC Common Stock 052769106 76,151 442,842 SH   SOLE   442,842 0 0
AUTOMATIC DATA PROCESSING INC Common Stock 053015103 69,304 329,956 SH   SOLE   329,956 0 0
BECTON DICKINSON AND CO Common Stock 075887109 84,708 343,601 SH   SOLE   343,601 0 0
BEYOND MEAT INC Common Stock 08862E109 436 18,220 SH   SOLE   18,220 0 0
BOOKING HOLDINGS INC Common Stock 09857L108 98,454 56,292 SH   SOLE   56,292 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107 4,081 109,508 SH   SOLE   109,508 0 0
BROADCOM INC Common Stock 11135F101 6,214 12,792 SH   SOLE   12,792 0 0
BURFORD CAPITAL LTD Common Stock G17977110 7,303 723,761 SH   SOLE   723,761 0 0
CADENCE DESIGN SYSTEMS INC Common Stock 127387108 3,843 25,614 SH   SOLE   25,614 0 0
CHARLES SCHWAB CORP/THE Common Stock 808513105 48,135 761,872 SH   SOLE   761,872 0 0
CHECK POINT SOFTWARE TECHNOLOG Common Stock M22465104 60,492 496,733 SH   SOLE   496,733 0 0
COSTAR GROUP INC Common Stock 22160N109 3,753 62,119 SH   SOLE   62,119 0 0
DOLBY LABORATORIES INC Common Stock 25659T107 5,809 81,178 SH   SOLE   81,178 0 0
EASTMAN CHEMICAL CO Common Stock 277432100 4,061 45,243 SH   SOLE   45,243 0 0
EBAY INC Common Stock 278642103 3,605 86,513 SH   SOLE   86,513 0 0
ELECTRONIC ARTS INC Common Stock 285512109 71,525 587,954 SH   SOLE   587,954 0 0
ESTEE LAUDER COS INC/THE Common Stock 518439104 88,053 345,752 SH   SOLE   345,752 0 0
FACTSET RESEARCH SYSTEMS INC Common Stock 303075105 63,339 164,700 SH   SOLE   164,700 0 0
FOX CORP Common Stock 35137L105 42,434 1,319,450 SH   SOLE   1,319,450 0 0
GENERAL MOTORS CO Common Stock 37045V100 2,938 92,522 SH   SOLE   92,522 0 0
HDFC BANK LTD ADR 40415F101 4,417 80,363 SH   SOLE   80,363 0 0
HESS CORP Common Stock 42809H107 3,434 32,416 SH   SOLE   32,416 0 0
HUNTINGTON BANCSHARES INC/OH Common Stock 446150104 3,693 306,990 SH   SOLE   306,990 0 0
ICON PLC Common Stock G4705A100 69,437 320,429 SH   SOLE   320,429 0 0
INFOSYS LTD ADR 456788108 54,863 2,963,990 SH   SOLE   2,963,990 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 4,631 49,244 SH   SOLE   49,244 0 0
INTUIT INC Common Stock 461202103 98,788 256,300 SH   SOLE   256,300 0 0
ISHARES MSCI INDIA ETF ETP 46429B598 24,992 634,802 SH   SOLE   634,802 0 0
ISHARES MSCI SAUDI ARABIA ETF ETP 46434V423 5,287 127,747 SH   SOLE   127,747 0 0
JACOBS ENGINEERING GROUP INC Common Stock 469814107 4,688 36,876 SH   SOLE   36,876 0 0
JOHNSON & JOHNSON Common Stock 478160104 95,247 536,573 SH   SOLE   536,573 0 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 5,789 41,992 SH   SOLE   41,992 0 0
M&T BANK CORP Common Stock 55261F104 4,013 25,176 SH   SOLE   25,176 0 0
MARSH & MCLENNAN COS INC Common Stock 571748102 6,196 39,912 SH   SOLE   39,912 0 0
MASTERCARD INC Common Stock 57636Q104 12,264 38,873 SH   SOLE   38,873 0 0
META PLATFORMS INC Common Stock 30303M102 3,902 24,197 SH   SOLE   24,197 0 0
MICROSOFT CORP Common Stock 594918104 159,334 620,386 SH   SOLE   620,386 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109 3,861 41,653 SH   SOLE   41,653 0 0
MOODY'S CORP Common Stock 615369105 125,108 460,008 SH   SOLE   460,008 0 0
MOSAIC CO/THE Common Stock 61945C103 14,478 306,545 SH   SOLE   306,545 0 0
NETEASE INC ADR 64110W102 64,998 696,208 SH   SOLE   696,208 0 0
NEXTERA ENERGY INC Common Stock 65339F101 2,614 33,745 SH   SOLE   33,745 0 0
NVIDIA CORP Common Stock 67066G104 15,548 102,564 SH   SOLE   102,564 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 4,411 6,982 SH   SOLE   6,982 0 0
PHILIP MORRIS INTERNATIONAL IN Common Stock 718172109 116,939 1,184,315 SH   SOLE   1,184,315 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 5,317 23,836 SH   SOLE   23,836 0 0
QIAGEN NV Common Stock N72482123 9,625 203,919 SH   SOLE   203,919 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109 2,238 11,229 SH   SOLE   11,229 0 0
S&P GLOBAL INC Common Stock 78409V104 74,403 220,740 SH   SOLE   220,740 0 0
STARBUCKS CORP Common Stock 855244109 4,697 61,489 SH   SOLE   61,489 0 0
STERIS PLC Common Stock G8473T100 6,446 31,267 SH   SOLE   31,267 0 0
STRYKER CORP Common Stock 863667101 3,314 16,661 SH   SOLE   16,661 0 0
SVB FINANCIAL GROUP Common Stock 78486Q101 2,605 6,595 SH   SOLE   6,595 0 0
SYNOPSYS INC Common Stock 871607107 7,458 24,556 SH   SOLE   24,556 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100 11,810 144,467 SH   SOLE   144,467 0 0
TE CONNECTIVITY LTD Common Stock H84989104 11,275 99,647 SH   SOLE   99,647 0 0
TERNIUM SA ADR 880890108 17,319 479,896 SH   SOLE   479,896 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 7,197 13,247 SH   SOLE   13,247 0 0
TRADEWEB MARKETS INC Common Stock 892672106 3,701 54,229 SH   SOLE   54,229 0 0
TRANE TECHNOLOGIES PLC Common Stock G8994E103 2,665 20,520 SH   SOLE   20,520 0 0
TRANSUNION Common Stock 89400J107 4,097 51,219 SH   SOLE   51,219 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102 9,312 18,129 SH   SOLE   18,129 0 0
VALE SA ADR 91912E105 37,721 2,578,355 SH   SOLE   2,578,355 0 0
VERISIGN INC Common Stock 92343E102 91,976 549,668 SH   SOLE   549,668 0 0
VISA INC Common Stock 92826C839 196,049 995,728 SH   SOLE   995,728 0 0
WASTE MANAGEMENT INC Common Stock 94106L109 3,220 21,050 SH   SOLE   21,050 0 0
ZOETIS INC Common Stock 98978V103 4,060 23,620 SH   SOLE   23,620 0 0