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
ABBVIE INC COM 00287Y109 7,277,429 28,920 SH SOLE 12,547 0 16,373
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,009,208 8,110 SH SOLE 5,660 0 2,450
ADOBE INC COM 00724F101 996,602 4,861 SH SOLE 2,530 0 2,331
AERCAP HOLDINGS NV SHS N00985106 5,719,485 39,059 SH SOLE 20,141 0 18,918
AFFILIATED MANAGERS GROUP COM 008252108 4,976,510 14,706 SH SOLE 6,908 0 7,798
ALLSTATE CORP COM 020002101 11,679,999 49,088 SH SOLE 22,888 0 26,200
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,451,868 4,823 SH SOLE 2,280 0 2,543
ALPHABET INC CAP STK CL A 02079K305 32,524,601 91,011 SH SOLE 39,449 0 51,562
AMAZON COM INC COM 023135106 12,655,139 53,097 SH SOLE 22,374 0 30,723
AMDOCS LTD SHS G02602103 2,574,154 50,933 SH SOLE 22,830 0 28,103
AMENTUM HOLDINGS INC COM 023939101 2,048,459 99,103 SH SOLE 43,870 0 55,233
AMERIPRISE FINL INC COM 03076C106 6,055,173 13,199 SH SOLE 5,967 0 7,232
AMPHENOL CORP CL A 032095101 8,230,265 46,678 SH SOLE 20,490 0 26,188
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 638,044 7,865 SH SOLE 6,853 0 1,012
ANTERO MIDSTREAM CORP COM 03676B102 4,558,304 200,365 SH SOLE 84,050 0 116,315
APPLE INC COM 037833100 27,569,353 95,277 SH SOLE 42,577 0 52,700
APPLOVIN CORP COM CL A 03831W108 3,947,177 7,661 SH SOLE 3,466 0 4,195
ASCENDIS PHARMA A/S ORD SHS K08588103 1,042,875 3,910 SH SOLE 3,910 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 7,159,503 4,186 SH SOLE 3,645 0 541
ASTRAZENECA PLC ORD G0593M107 1,155,443 6,683 SH SOLE 5,832 0 851
AT&T INC COM 00206R102 5,105,365 246,636 SH SOLE 107,410 0 139,226
AVERY DENNISON CORP COM 053611109 701,352 4,320 SH SOLE 4,320 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 3,260,280 123,752 SH SOLE 108,327 0 15,425
BANCO SANTANDER SA ADR 05964H105 2,110,238 150,839 SH SOLE 150,839 0 0
BANK OF N T BUTTERFIELD & SO SHS NEW G0772R208 12,239,329 205,703 SH SOLE 175,460 0 30,243
BARCLAYS PLC ADR 06738E204 3,657,189 129,314 SH SOLE 112,536 0 16,778
BECTON DICKINSON & CO COM 075887109 4,620,105 30,530 SH SOLE 14,756 0 15,774
BEONE MEDICINES LTD SPONSORED ADS 07725L102 889,216 2,783 SH SOLE 2,455 0 328
BHP BILLITON LIMITED SPONSORED ADS 088606108 3,937,442 47,041 SH SOLE 42,799 0 4,242
BOOKING HOLDINGS INC COM 09857L108 2,879,467 16,155 SH SOLE 7,970 0 8,185
BROADCOM INC COM 11135F101 27,247,108 72,130 SH SOLE 31,606 0 40,524
CARDINAL HEALTH INC COM 14149Y108 2,849,295 11,994 SH SOLE 4,810 0 7,184
CHENIERE ENERGY INC COM NEW 16411R208 5,645,894 23,622 SH SOLE 9,856 0 13,766
CHEWY INC CL A 16679L109 1,231,800 62,687 SH SOLE 30,230 0 32,457
COGNEX CORP COM 192422103 3,772,720 52,095 SH SOLE 22,785 0 29,310
COGNYTE SOFTWARE LTD ORD SHS M25133105 1,585,844 180,620 SH SOLE 180,620 0 0
COLGATE PALMOLIVE CO COM 194162103 1,278,936 13,950 SH SOLE 13,950 0 0
COMFORT SYS USA INC COM 199908104 6,738,630 3,400 SH SOLE 1,498 0 1,902
CONSTELLATION ENERGY CORP COM 21037T109 3,079,788 12,400 SH SOLE 5,210 0 7,190
COSTCO WHOLESALE CORPORATION COM 22160K105 1,475,236 1,577 SH SOLE 727 0 850
CREDICORP LTD COM G2519Y108 985,637 2,530 SH SOLE 2,530 0 0
CROWN HLDGS INC COM 228368106 4,041,846 36,146 SH SOLE 15,425 0 20,721
DEUTSCHE BK AG NAMEN AKT D18190898 885,342 25,138 SH SOLE 22,022 0 3,116
DOCUSIGN INC COM 256163106 1,501,218 33,796 SH SOLE 14,560 0 19,236
DOLLAR TREE INC COM 256746108 3,670,953 30,351 SH SOLE 14,500 0 15,851
DROPBOX INC CL A 26210C104 2,057,558 74,902 SH SOLE 35,678 0 39,224
EAST WEST BANCORP INC COM 27579R104 5,130,553 39,744 SH SOLE 18,490 0 21,254
EBAY INC. COM 278642103 2,022,675 18,100 SH SOLE 8,620 0 9,480
EXELIXIS INC COM 30161Q104 5,318,414 97,747 SH SOLE 42,669 0 55,078
EXPEDIA GROUP INC COM NEW 30212P303 1,508,157 5,894 SH SOLE 2,700 0 3,194
FAIR ISAAC CORP COM 303250104 4,348,999 3,640 SH SOLE 1,610 0 2,030
FERRARI N V COM N3167Y103 2,099,792 5,546 SH SOLE 4,790 0 756
FOX CORP CL A COM 35137L105 4,659,453 89,330 SH SOLE 38,820 0 50,510
FUTU HLDGS LTD SPON ADS CL A 36118L106 7,091,245 75,218 SH SOLE 43,469 0 31,749
GAMING & LEISURE P COM 36467J108 956,504 21,480 SH SOLE 1,320 0 20,160
GENERAL DYNAMICS CORP COM 369550108 3,658,945 10,329 SH SOLE 598 0 9,731
GENPACT LIMITED SHS G3922B107 1,269,400 46,160 SH SOLE 24,470 0 21,690
GILEAD SCIENCES INC COM 375558103 2,221,815 17,586 SH SOLE 6,969 0 10,617
GLOBAL E ONLINE LTD SHS M5216V106 3,645,608 104,970 SH SOLE 86,010 0 18,960
GLOBUS MED INC CL A 379577208 4,490,454 56,834 SH SOLE 25,216 0 31,618
GODADDY INC CL A 380237107 3,399,189 40,047 SH SOLE 17,260 0 22,787
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 40,678 10,790 SH SOLE 10,790 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 338,349 8,110 SH SOLE 8,110 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 1,746,084 13,176 SH SOLE 6,293 0 6,883
HCA HEALTHCARE INC COM 40412C101 3,215,033 8,246 SH SOLE 3,730 0 4,516
HERSHEY CO COM 427866108 3,237,930 18,455 SH SOLE 8,360 0 10,095
HOST HOTELS & RESORTS INC COM 44107P104 6,650,963 280,513 SH SOLE 125,190 0 155,323
IDEXX LABS INC COM 45168D104 9,647,013 18,325 SH SOLE 7,967 0 10,358
INSULET CORP COM 45784P101 856,102 5,623 SH SOLE 2,640 0 2,983
ISHARES INC MSCI STH KOR ETF 464286772 248,337 1,230 SH SOLE 1,230 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 745,065 6,860 SH SOLE 6,860 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 89,135 10,910 SH SOLE 10,910 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 7,905,981 129,585 SH SOLE 129,585 0 0
KLA CORP COM NEW 482480100 11,431,792 37,890 SH SOLE 16,470 0 21,420
LAM RESEARCH CORP COM NEW 512807306 19,219,052 44,352 SH SOLE 19,575 0 24,777
LAUDER ESTEE COS INC CL A 518439104 4,827,556 61,147 SH SOLE 25,685 0 35,462
LEIDOS HOLDINGS INC COM 525327102 6,458,072 62,718 SH SOLE 28,192 0 34,526
MAPLEBEAR INC COM 565394103 5,483,556 115,809 SH SOLE 48,510 0 67,299
MASTERCARD INCORPORATED CL A 57636Q104 8,443,070 16,439 SH SOLE 7,370 0 9,069
MCKESSON CORP COM 58155Q103 7,976,869 10,557 SH SOLE 4,483 0 6,074
MEDPACE HLDGS INC COM 58506Q109 2,728,448 5,152 SH SOLE 2,624 0 2,528
META PLATFORMS INC CL A 30303M102 5,128,755 9,105 SH SOLE 4,067 0 5,038
MICRON TECHNOLOGY INC COM 595112103 22,878,028 19,820 SH SOLE 7,660 0 12,160
MICROSOFT CORP COM 594918104 16,317,760 43,745 SH SOLE 19,038 0 24,707
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 1,995,891 191,715 SH SOLE 167,660 0 24,055
MKS INC. COM 55306N104 5,795,744 13,030 SH SOLE 5,380 0 7,650
MONSTER BEVERAGE CORP NEW COM 61174X109 14,284,009 148,606 SH SOLE 67,900 0 80,706
MOODYS CORP COM 615369105 8,521,690 18,815 SH SOLE 8,054 0 10,761
MSCI INC COM 55354G100 12,716,828 22,707 SH SOLE 10,058 0 12,649
MUELLER INDS INC COM 624756102 3,657,045 59,498 SH SOLE 27,970 0 31,528
NATWEST GROUP PLC SPONS ADR 639057207 497,660 28,228 SH SOLE 6,173 0 22,055
NETEASE COM INC SPONSORED ADS 64110W102 7,961,303 62,421 SH SOLE 41,019 0 21,402
NETFLIX INC. COM 64110L106 8,962,842 125,530 SH SOLE 55,120 0 70,410
NEW YORK TIMES CO MTN BE CL A 650111107 4,442,120 63,477 SH SOLE 28,650 0 34,827
NEWMARKET CORP COM 651587107 2,109,446 2,666 SH SOLE 1,316 0 1,350
NORDSON CORP COM 655663102 1,859,315 6,163 SH SOLE 2,520 0 3,643
NOVARTIS AG SPONSORED ADR 66987V109 2,708,976 17,342 SH SOLE 15,123 0 2,219
NVIDIA CORPORATION COM 67066G104 41,857,627 209,194 SH SOLE 95,452 0 113,742
OMEGA HEALTHCARE INVS INC COM 681936100 1,184,324 24,839 SH SOLE 24,820 0 19
OPERA LTD SPONSORED ADS 68373M107 1,949,487 98,310 SH SOLE 98,310 0 0
ORIX CORP SPONSORED ADR 686330101 333,230 8,760 SH SOLE 1,940 0 6,820
PEGASYSTEMS INC COM 705573103 1,166,732 38,930 SH SOLE 15,530 0 23,400
PINTEREST INC CL A 72352L106 2,011,225 95,636 SH SOLE 40,666 0 54,970
POPULAR INC COM NEW 733174700 4,730,026 28,810 SH SOLE 12,878 0 15,932
REDDIT INC CL A 75734B100 2,070,115 11,926 SH SOLE 5,950 0 5,976
RESMED INC COM 761152107 3,857,455 19,794 SH SOLE 8,494 0 11,300
RIO TINTO PLC SPONSORED ADR 767204100 1,303,484 13,731 SH SOLE 11,563 0 2,168
RISKIFIED LTD SHS CL A M8216R109 922,320 183,000 SH SOLE 183,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201 1,341,239 142,837 SH SOLE 70,590 0 72,247
ROCKWELL AUTOMATION INC COM 773903109 12,209,168 24,661 SH SOLE 10,650 0 14,011
ROKU INC COM CL A 77543R102 2,977,193 21,552 SH SOLE 10,680 0 10,872
ROLLINS INC COM 775711104 5,397,733 129,318 SH SOLE 58,238 0 71,080
SANOFI SA SPONSORED ADR 80105N105 2,059,075 47,034 SH SOLE 40,838 0 6,196
SCHWAB CHARLES CORP COM 808513105 4,448,152 48,208 SH SOLE 21,050 0 27,158
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 20,204,682 423,727 SH SOLE 295,543 0 128,184
SHARKNINJA INC COM SHS G8068L108 3,877,556 25,465 SH SOLE 11,180 0 14,285
SHELL PLC SPON ADS 780259305 344,123 4,438 SH SOLE 946 0 3,492
SLB LIMITED COM STK 806857108 1,978,754 42,563 SH SOLE 17,725 0 24,838
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 1,821,554 59,273 SH SOLE 51,332 0 7,941
SONY GROUP CORP SPONSORED ADR 835699307 436,405 21,755 SH SOLE 4,802 0 16,953
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,535,355 64,103 SH SOLE 34,550 0 29,553
SUNCOR ENERGY INC NEW COM 867224107 411,189 7,660 SH SOLE 1,658 0 6,002
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 1,140,775 84,190 SH SOLE 84,080 0 110
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 15,506,220 32,469 SH SOLE 18,801 0 13,668
TAPESTRY INC COM 876030107 5,250,504 35,869 SH SOLE 15,345 0 20,524
TECHNIPFMC PLC COM G87110105 5,257,855 79,304 SH SOLE 34,140 0 45,164
TEEKAY TANKERS LTD CL A G8726X106 2,174,832 33,526 SH SOLE 33,497 0 29
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 191,613 17,185 SH SOLE 3,710 0 13,475
TELEFONICA BRASIL SA SPONSORED ADS 87936R205 148,642 11,295 SH SOLE 11,295 0 0