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 Laboratories Common Stock 002824100 3,709,815 40,884 SH SOLE 40,884 0 0
AECOM Common Stock 00766T100 7,277,769 104,266 SH SOLE 56,981 0 47,285
AerCap Holdings NV Common Stock N00985106 3,750,337 25,726 SH SOLE 25,726 0 0
AGCO Corp Common Stock 001084102 12,106,698 101,142 SH SOLE 55,272 0 45,870
Alcon AG Common Stock H01301128 31,275,620 462,060 SH SOLE 317,358 0 144,702
Align Technology Inc Common Stock 016255101 28,008,189 166,063 SH SOLE 117,367 0 48,696
Allegion plc Common Stock G0176J109 18,277,473 130,098 SH SOLE 89,353 0 40,745
Alphabet Inc Common Stock 02079K305 98,864,270 276,644 SH SOLE 211,950 0 64,694
Amazon.com Inc Common Stock 023135106 14,597,849 61,248 SH SOLE 61,248 0 0
Aon PLC Common Stock G0403H108 36,034,474 108,639 SH SOLE 74,637 0 34,002
Apple Inc Common Stock 037833100 12,906,903 44,605 SH SOLE 44,605 0 0
Arthur J Gallagher & Co Common Stock 363576109 144,170 628 SH SOLE 628 0 0
ASE Technology Holding Co Ltd ADR 00215W100 20,494,453 454,221 SH SOLE 454,221 0 0
AstraZeneca PLC Common Stock G0593M107 23,114,315 123,512 SH SOLE 123,512 0 0
Autodesk Inc Common Stock 052769106 54,318,426 279,387 SH SOLE 191,221 0 88,166
Automatic Data Processing Inc Common Stock 053015103 34,374,761 153,493 SH SOLE 107,852 0 45,641
Barrick Mining Corp Common Stock 06849F108 4,972,288 135,374 SH SOLE 135,374 0 0
Boeing Co/The Common Stock 097023105 4,818,623 22,260 SH SOLE 22,260 0 0
Booking Holdings Inc Common Stock 09857L108 79,385,425 445,385 SH SOLE 310,730 0 134,655
Boston Scientific Corp Common Stock 101137107 2,341,425 54,860 SH SOLE 54,860 0 0
Broadcom Inc Common Stock 11135F101 14,179,980 37,538 SH SOLE 37,538 0 0
Broadridge Financial Solutions Inc Common Stock 11133T103 55,465 405 SH SOLE 405 0 0
Canadian Pacific Kansas City Ltd Common Stock 13646K108 17,778,176 205,130 SH SOLE 116,467 0 88,663
Check Point Software Technologies Ltd Common Stock M22465104 26,300,198 200,108 SH SOLE 141,418 0 58,690
Chevron Corp Common Stock 166764100 3,706,063 22,358 SH SOLE 22,358 0 0
Citizens Financial Group Inc Common Stock 174610105 6,553,227 93,524 SH SOLE 93,524 0 0
CME Group Inc Common Stock 12572Q105 128,082 580 SH SOLE 580 0 0
Coca-Cola Co/The Common Stock 191216100 220,892 2,718 SH SOLE 2,718 0 0
Colgate-Palmolive Co Common Stock 194162103 5,372,724 58,603 SH SOLE 58,603 0 0
Costco Wholesale Corp Common Stock 22160K105 4,327,485 4,626 SH SOLE 4,626 0 0
Credicorp Ltd Common Stock G2519Y108 36,736,618 94,298 SH SOLE 61,932 0 32,366
CRH PLC Common Stock G25508105 3,271,204 30,572 SH SOLE 30,572 0 0
Delta Air Lines Inc Common Stock 247361702 3,904,780 41,691 SH SOLE 41,691 0 0
Descartes Systems Group Inc/The Common Stock 249906108 8,502,652 122,805 SH SOLE 67,145 0 55,660
Edwards Lifesciences Corp Common Stock 28176E108 55,768,413 616,498 SH SOLE 448,035 0 168,463
Electronic Arts Inc Common Stock 285512109 24,131,776 117,693 SH SOLE 79,902 0 37,791
Elevance Health Inc Common Stock 036752103 1,999,395 5,170 SH SOLE 5,170 0 0
Eli Lilly & Co Common Stock 532457108 8,022,988 6,689 SH SOLE 6,689 0 0
Equifax Inc Common Stock 294429105 78,091 492 SH SOLE 492 0 0
Exxon Mobil Corp Common Stock 30231G102 6,638,577 48,556 SH SOLE 48,556 0 0
FactSet Research Systems Inc Common Stock 303075105 19,503,884 84,770 SH SOLE 59,216 0 25,554
Ferrari NV Common Stock N3167Y103 3,884,067 10,474 SH SOLE 10,474 0 0
Fomento Economico Mexicano SAB de CV ADR 344419106 13,727,255 107,328 SH SOLE 69,509 0 37,819
Freeport-McMoRan Inc Common Stock 35671D857 4,101,120 65,211 SH SOLE 65,211 0 0
Gaming and Leisure Properties Inc REIT 36467J108 2,298,149 51,609 SH SOLE 51,609 0 0
General Motors Co Common Stock 37045V100 5,279,826 68,498 SH SOLE 68,498 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 3,565,080 3,525 SH SOLE 3,525 0 0
HDFC Bank Ltd ADR 40415F101 4,629,925 179,246 SH SOLE 179,246 0 0
ICICI Bank Ltd ADR 45104G104 17,617,583 606,875 SH SOLE 606,875 0 0
Interactive Brokers Group Inc Common Stock 45841N107 5,300,388 60,896 SH SOLE 60,896 0 0
Intercontinental Exchange Inc Common Stock 45866F104 2,784,502 22,618 SH SOLE 22,618 0 0
Intuit Inc Common Stock 461202103 44,949,161 172,219 SH SOLE 121,297 0 50,922
Invesco Senior Loan ETF ETP 46138G508 1,447,595 71,065 SH SOLE 71,065 0 0
iShares 0-5 Year High Yield Corporate Bond ETF ETP 46434V407 237,793 5,607 SH SOLE 5,607 0 0
iShares Broad USD High Yield Corporate Bond ETF ETP 46435U853 570,071 15,399 SH SOLE 15,399 0 0
iShares MSCI India ETF ETP 46429B598 33,712,627 682,580 SH SOLE 682,580 0 0
Jack Henry & Associates Inc Common Stock 426281101 22,728 165 SH SOLE 165 0 0
Jacobs Solutions Inc Common Stock 46982L108 5,438,160 43,160 SH SOLE 43,160 0 0
Johnson & Johnson Common Stock 478160104 72,598,851 285,856 SH SOLE 210,998 0 74,858
JPMorgan Chase & Co Common Stock 46625H100 10,150,831 31,011 SH SOLE 31,011 0 0
KeyCorp Common Stock 493267108 2,937,792 127,453 SH SOLE 127,453 0 0
Kinross Gold Corp Common Stock 496902404 6,849,280 289,381 SH SOLE 289,381 0 0
Latam Airlines Group SA ADR 51817R205 36,133,871 620,111 SH SOLE 411,789 0 208,322
Laureate Education Inc Common Stock 518613203 34,510,976 950,192 SH SOLE 622,041 0 328,151
Linde PLC Common Stock G54950103 12,509,049 24,105 SH SOLE 24,105 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 49,795,666 298,768 SH SOLE 205,861 0 92,907
Mastercard Inc Common Stock 57636Q104 54,538,675 106,189 SH SOLE 79,897 0 26,292
Meta Platforms Inc Common Stock 30303M102 4,100,752 7,280 SH SOLE 7,280 0 0
Microsoft Corp Common Stock 594918104 89,709,077 240,494 SH SOLE 177,112 0 63,382
Monster Beverage Corp Common Stock 61174X109 43,816,209 455,849 SH SOLE 318,878 0 136,971
Moody's Corp Common Stock 615369105 29,032,176 64,100 SH SOLE 44,870 0 19,230
Motorola Solutions Inc Common Stock 620076307 44,228,389 106,500 SH SOLE 74,549 0 31,951
NetEase Inc ADR 64110W102 62,277,067 486,008 SH SOLE 331,279 0 154,729
NextEra Energy Inc Common Stock 65339F101 16,707,987 190,361 SH SOLE 104,048 0 86,313
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 32,564,469 2,437,460 SH SOLE 1,532,938 0 904,522
NVIDIA Corp Common Stock 67066G104 29,319,788 146,533 SH SOLE 146,533 0 0
Otis Worldwide Corp Common Stock 68902V107 74,178 1,036 SH SOLE 1,036 0 0
Philip Morris International Inc Common Stock 718172109 126,113,091 697,104 SH SOLE 536,086 0 161,018
Planet Fitness Inc Common Stock 72703H101 857,154 16,430 SH SOLE 16,430 0 0
Procter & Gamble Co/The Common Stock 742718109 992,900 6,771 SH SOLE 6,771 0 0
QUALCOMM Inc Common Stock 747525103 1,290,019 6,981 SH SOLE 6,981 0 0
Ryanair Holdings PLC ADR 783513203 11,809,689 182,389 SH SOLE 182,389 0 0
S&P Global Inc Common Stock 78409V104 27,683,095 67,974 SH SOLE 47,465 0 20,509
Solv Energy Inc Common Stock 78475V103 2,315,231 67,995 SH SOLE 37,363 0 30,632
STERIS PLC Common Stock G8473T100 69,067 328 SH SOLE 328 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 47,246,481 98,931 SH SOLE 68,128 0 30,803
Take-Two Interactive Software Inc Common Stock 874054109 3,297,487 13,191 SH SOLE 13,191 0 0
TD SYNNEX Corp Common Stock 87162W100 4,818,269 18,023 SH SOLE 18,023 0 0
TE Connectivity PLC Common Stock G87052109 15,377,603 76,274 SH SOLE 41,634 0 34,640
Ternium SA ADR 880890108 21,748,308 509,328 SH SOLE 249,939 0 259,389
Tetra Tech Inc Common Stock 88162G103 14,033,810 485,767 SH SOLE 265,156 0 220,611
Thermo Fisher Scientific Inc Common Stock 883556102 3,705,051 7,390 SH SOLE 7,390 0 0
TKO Group Holdings Inc Common Stock 87256C101 9,440,836 46,897 SH SOLE 46,897 0 0
Tradeweb Markets Inc Common Stock 892672106 1,922,243 19,288 SH SOLE 19,288 0 0
Trane Technologies PLC Common Stock G8994E103 13,957,295 28,417 SH SOLE 15,525 0 12,892
TransUnion Common Stock 89400J107 3,801,923 52,702 SH SOLE 52,702 0 0
Trimble Inc Common Stock 896239100 6,285,929 122,820 SH SOLE 67,166 0 55,654
UBS Group AG Common Stock H42097107 5,839,131 117,577 SH SOLE 117,577 0 0
UnitedHealth Group Inc Common Stock 91324P102 4,787,227 11,518 SH SOLE 11,518 0 0
Valmont Industries Inc Common Stock 920253101 16,120,240 27,909 SH SOLE 15,251 0 12,658
VeriSign Inc Common Stock 92343E102 39,612,150 157,466 SH SOLE 105,790 0 51,676
Visa Inc Common Stock 92826C839 147,038,086 428,570 SH SOLE 301,615 0 126,955
Vista Energy SAB de CV ADR 92837L109 41,599,388 652,028 SH SOLE 433,742 0 218,286
Waste Management Inc Common Stock 94106L109 12,078,760 54,194 SH SOLE 29,624 0 24,570
XP Inc Common Stock G98239109 29,626,456 1,822,045 SH SOLE 1,220,579 0 601,466
Zillow Group Inc Common Stock 98954M200 1,770,258 56,163 SH SOLE 56,163 0 0