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
Expires: July 31, 2015
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
ABBOTT LABS COM 002824100 5,038,153 45,889 SH SOLE 37,669 0 8,220
ADOBE SYSTEMS INCORPORATED COM 00724F101 30,975,904 92,045 SH SOLE 86,940 0 5,105
ADVANCED ENERGY INDS COM 007973100 12,075,251 140,770 SH SOLE 134,030 0 6,740
ALBEMARLE CORP COM 012653101 29,076,372 134,079 SH SOLE 127,562 0 6,517
ALKERMES PLC SHS G01767105 145,329,991 5,561,806 SH OTR 1 4,504,493 13,020 1,044,293
ALPHABET INC CAP STK CL C 02079K107 14,647,548 165,080 SH SOLE 118,960 0 46,120
ALPHABET INC CAP STK CL A 02079K305 41,684,440 472,452 SH OTR 1 385,522 6,390 80,540
AMAZON COM INC COM 023135106 16,186,800 192,700 SH OTR 1 108,040 5,070 79,590
APPLE INC COM 037833100 38,543,475 296,648 SH SOLE 283,090 0 13,558
APTIV PLC SHS G6095L109 164,007,052 1,761,055 SH SOLE 1,550,825 0 210,230
ASML HOLDING N V N Y REGISTRY SHS N07059210 107,512,396 196,765 SH OTR 1 136,871 1,357 58,537
ASTRAZENECA PLC SPONSORED ADR 046353108 47,164,799 695,646 SH SOLE 543,556 0 152,090
AUTOMATIC DATA PROCESSING IN COM 053015103 43,387,964 181,646 SH SOLE 168,676 0 12,970
BECTON DICKINSON & CO COM 075887109 26,472,121 104,098 SH SOLE 100,813 0 3,285
BLACKSTONE MTG TR INC COM CL A 09257W100 213,817 10,100 SH SOLE 10,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 37,906,235 819,240 SH OTR 1 432,540 20,770 365,930
CHEVRON CORP NEW COM 166764100 987,195 5,500 SH SOLE 5,500 0 0
COMCAST CORP NEW CL A 20030N101 23,894,441 683,284 SH SOLE 649,934 0 33,350
CORTEVA INC COM 22052L104 57,756,170 982,582 SH OTR 1 729,660 14,200 238,722
COTY INC COM CL A 222070203 10,000,562 1,168,290 SH OTR 1 666,270 30,240 471,780
DENTSPLY SIRONA INC COM 24906P109 13,139,317 412,667 SH SOLE 392,737 0 19,930
DIAGEO PLC SPON ADR NEW 25243Q205 392,018 2,200 SH SOLE 2,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 41,089,816 550,728 SH OTR 1 449,552 5,256 95,920
ELEVANCE HEALTH INC COM 036752103 10,618,479 20,700 SH SOLE 0 0 20,700
ENTERPRISE PRODS PARTNERS L COM 293792107 5,276,636 218,766 SH SOLE 205,766 0 13,000
EXXON MOBIL CORP COM 30231G102 979,795 8,883 SH SOLE 8,883 0 0
FMC CORP COM NEW 302491303 31,597,114 253,182 SH SOLE 244,032 0 9,150
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 660,741 40,437 SH SOLE 30,737 0 9,700
GENMAB A/S SPONSORED ADS 372303206 25,639,137 604,982 SH SOLE 389,501 0 215,481
HDFC BANK LTD SPONSORED ADS 40415F101 15,169,233 221,740 SH SOLE 210,510 0 11,230
HERSHEY CO COM 427866108 671,553 2,900 SH SOLE 2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 769,450 27,500 SH SOLE 27,500 0 0
HOWMET AEROSPACE INC COM 443201108 73,648,935 1,868,788 SH OTR 1 1,425,798 21,000 421,990
IAA INC COM 449253103 217,200 5,430 SH SOLE 5,430 0 0
ICICI BANK LIMITED ADR 45104G104 189,471,478 8,655,618 SH SOLE 7,544,331 0 1,111,287
ILLUMINA INC COM 452327109 14,404,728 71,240 SH SOLE 68,230 0 3,010
IQVIA HLDGS INC COM 46266C105 66,931,211 326,669 SH OTR 1 249,509 3,765 73,395
ISHARES TR MSCI EAFE ETF 464287465 1,582,580 24,110 SH SOLE 24,110 0 0
JD.COM INC SPON ADR CL A 47215P106 9,131,902 162,692 SH SOLE 89,775 0 72,917
JOHNSON & JOHNSON COM 478160104 27,232,717 154,162 SH SOLE 147,992 0 6,170
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 266,222 17,760 SH SOLE 17,760 0 0
LEIDOS HOLDINGS INC COM 525327102 22,397,476 212,924 SH SOLE 205,464 0 7,460
M & T BK CORP COM 55261F104 1,541,988 10,630 SH SOLE 10,630 0 0
MARSH & MCLENNAN COS INC COM 571748102 43,024,800 260,000 SH SOLE 249,660 0 10,340
MASTERCARD INCORPORATED CL A 57636Q104 67,964,176 195,451 SH OTR 1 152,718 2,325 40,408
MEDTRONIC PLC SHS G5960L103 18,839,483 242,402 SH SOLE 226,072 0 16,330
MELCO RESORTS AND ENTMNT LTD ADR 585464100 179,772,324 15,632,376 SH SOLE 13,743,272 0 1,889,104
MERCADOLIBRE INC COM 58733R102 8,608,800 10,173 SH SOLE 337 0 9,836
MERCK & CO INC COM 58933Y105 1,414,613 12,750 SH SOLE 12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,053,750 15,000 SH SOLE 15,000 0 0
MICROSOFT CORP COM 594918104 67,768,096 282,579 SH OTR 1 222,629 3,001 56,949
NOVO-NORDISK A S ADR 670100205 4,039,628 29,848 SH SOLE 29,848 0 0
NVIDIA CORPORATION COM 67066G104 46,366,422 317,274 SH OTR 1 260,306 2,621 54,347
ONEOK INC NEW COM 682680103 831,039 12,649 SH SOLE 12,649 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 130,226 14,900 SH SOLE 14,900 0 0
PAYPAL HLDGS INC COM 70450Y103 20,392,423 286,330 SH OTR 1 229,860 3,005 53,465
PROCTER AND GAMBLE CO COM 742718109 2,709,590 17,878 SH SOLE 12,878 0 5,000
PROLOGIS INC. COM 74340W103 3,231,631 28,667 SH SOLE 28,667 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,274,971 42,360 SH SOLE 41,330 0 1,030
ROYAL CARIBBEAN GROUP COM V7780T103 7,579,102 153,330 SH OTR 1 128,250 5,970 19,110
SCHLUMBERGER LTD COM STK 806857108 31,931,123 597,290 SH OTR 1 333,540 15,630 248,120
SEA LTD SPONSORD ADS 81141R100 55,312,365 1,063,086 SH SOLE 937,107 0 125,979
SHELL PLC SPON ADS 780259305 330,310 5,800 SH SOLE 5,800 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 6,311,430 69,000 SH SOLE 0 0 69,000
STANLEY BLACK & DECKER INC COM 854502101 11,035,954 146,911 SH SOLE 139,496 0 7,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 43,663,058 586,160 SH SOLE 355,462 0 230,698
TECHNIPFMC PLC COM G87110105 226,060,186 18,544,724 SH SOLE 16,322,939 0 2,221,785
TJX COS INC NEW COM 872540109 34,803,508 437,230 SH OTR 1 216,640 10,080 210,510
T-MOBILE US INC COM 872590104 37,420,600 267,290 SH OTR 1 147,295 7,550 112,445
UNITEDHEALTH GROUP INC COM 91324P102 52,107,681 98,283 SH OTR 1 89,767 1,504 7,012
UNIVERSAL DISPLAY CORP COM 91347P105 30,914,782 286,142 SH OTR 1 216,392 3,860 65,890
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7,678,184 21,854 SH SOLE 21,854 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 59,698,623 206,727 SH OTR 1 187,623 3,544 15,560
VERTIV HOLDINGS CO COM CL A 92537N108 38,372,238 2,809,095 SH OTR 1 1,931,124 40,840 837,131
WOLFSPEED INC COM 977852102 34,532,427 500,180 SH OTR 1 371,385 7,090 121,705