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 2,980,812 30,161 SH SOLE 30,161 0 0
AECOM Common Stock 00766T100 4,767,288 80,870 SH SOLE 50,142 0 30,728
AerCap Holdings NV Common Stock N00985106 4,325,263 30,137 SH SOLE 30,137 0 0
AGCO Corp Common Stock 001084102 8,962,030 78,456 SH SOLE 48,646 0 29,810
Alcon AG Common Stock H01301128 16,580,678 256,466 SH SOLE 214,669 0 41,797
Align Technology Inc Common Stock 016255101 22,633,759 155,719 SH SOLE 107,023 0 48,696
Allegion plc Common Stock G0176J109 11,103,891 72,211 SH SOLE 60,442 0 11,769
Alphabet Inc Common Stock 02079K305 90,248,403 262,289 SH SOLE 197,595 0 64,694
Amazon.com Inc Common Stock 023135106 15,259,940 61,248 SH SOLE 61,248 0 0
Aon PLC Common Stock G0403H108 17,141,476 61,934 SH SOLE 52,112 0 9,822
Apple Inc Common Stock 037833100 13,938,220 41,854 SH SOLE 41,854 0 0
Arthur J Gallagher & Co Common Stock 363576109 24,408 107 SH SOLE 107 0 0
ASE Technology Holding Co Ltd ADR 00215W100 22,155,797 498,331 SH SOLE 498,331 0 0
AstraZeneca PLC Common Stock G0593M107 10,468,125 64,169 SH SOLE 64,169 0 0
Autodesk Inc Common Stock 052769106 53,398,248 255,494 SH SOLE 174,384 0 81,110
Automatic Data Processing Inc Common Stock 053015103 37,151,869 143,966 SH SOLE 98,325 0 45,641
Barrick Mining Corp Common Stock 06849F108 5,505,661 135,374 SH SOLE 135,374 0 0
BBB Foods Inc Common Stock G0896C103 17,590,818 334,172 SH SOLE 233,635 0 100,537
Boeing Co/The Common Stock 097023105 4,141,473 22,260 SH SOLE 22,260 0 0
Booking Holdings Inc Common Stock 09857L108 68,087,586 417,946 SH SOLE 283,291 0 134,655
Broadcom Inc Common Stock 11135F101 10,425,427 29,686 SH SOLE 29,686 0 0
Broadridge Financial Solutions Inc Common Stock 11133T103 11,116 69 SH SOLE 69 0 0
Canadian Pacific Kansas City Ltd Common Stock 13646K108 13,509,181 158,248 SH SOLE 100,628 0 57,620
Check Point Software Technologies Ltd Common Stock M22465104 24,086,679 187,664 SH SOLE 128,974 0 58,690
Chevron Corp Common Stock 166764100 4,565,728 22,358 SH SOLE 22,358 0 0
Chipotle Mexican Grill Inc Common Stock 169656105 2,008,729 62,871 SH SOLE 62,871 0 0
Citizens Financial Group Inc Common Stock 174610105 5,963,091 93,524 SH SOLE 93,524 0 0
CME Group Inc Common Stock 12572Q105 25,675 98 SH SOLE 98 0 0
Coca-Cola Co/The Common Stock 191216100 39,683 461 SH SOLE 461 0 0
Colgate-Palmolive Co Common Stock 194162103 5,000,008 58,603 SH SOLE 58,603 0 0
Costco Wholesale Corp Common Stock 22160K105 2,916,730 3,204 SH SOLE 3,204 0 0
Credicorp Ltd Common Stock G2519Y108 44,146,976 116,216 SH SOLE 75,122 0 41,094
CRH PLC Common Stock G25508105 2,531,362 30,572 SH SOLE 30,572 0 0
Delta Air Lines Inc Common Stock 247361702 2,356,243 28,232 SH SOLE 28,232 0 0
Descartes Systems Group Inc/The Common Stock 249906108 7,724,859 95,269 SH SOLE 59,098 0 36,171
Deutsche Bank AG Common Stock D18190898 3,754,715 103,739 SH SOLE 103,739 0 0
Edwards Lifesciences Corp Common Stock 28176E108 50,252,917 582,170 SH SOLE 413,707 0 168,463
Elevance Health Inc Common Stock 036752103 2,010,200 5,170 SH SOLE 5,170 0 0
Eli Lilly & Co Common Stock 532457108 5,770,358 4,987 SH SOLE 4,987 0 0
Estee Lauder Cos Inc/The Common Stock 518439104 2,270,453 24,474 SH SOLE 24,474 0 0
ExxonMobil Holdings Corp Common Stock 30233Q108 7,902,489 48,556 SH SOLE 48,556 0 0
FactSet Research Systems Inc Common Stock 303075105 21,467,237 79,523 SH SOLE 53,969 0 25,554
FedEx Corp Common Stock 31428X106 4,222,183 14,810 SH SOLE 14,810 0 0
Ferrari NV Common Stock N3167Y103 11,733,325 29,821 SH SOLE 29,821 0 0
Fomento Economico Mexicano SAB de CV ADR 344419106 26,854,079 226,502 SH SOLE 149,619 0 76,883
Freeport-McMoRan Inc Common Stock 35671D857 4,564,770 65,211 SH SOLE 65,211 0 0
Gaming and Leisure Properties Inc REIT 36467J108 1,959,594 51,609 SH SOLE 51,609 0 0
General Motors Co Common Stock 37045V100 5,274,346 68,498 SH SOLE 68,498 0 0
Gerdau SA ADR 373737105 38,759,698 8,211,800 SH SOLE 5,465,571 0 2,746,229
HDFC Bank Ltd ADR 40415F101 4,326,210 193,653 SH SOLE 193,653 0 0
ICICI Bank Ltd ADR 45104G104 31,337,769 1,137,487 SH SOLE 1,137,487 0 0
Illumina Inc Common Stock 452327109 4,493,279 16,418 SH SOLE 16,418 0 0
Interactive Brokers Group Inc Common Stock 45841N107 5,201,737 60,896 SH SOLE 60,896 0 0
Intercontinental Exchange Inc Common Stock 45866F104 3,234,439 21,275 SH SOLE 21,275 0 0
Intuit Inc Common Stock 461202103 44,537,093 161,536 SH SOLE 110,614 0 50,922
Invesco Senior Loan ETF ETP 46138G508 1,949,329 95,415 SH SOLE 95,415 0 0
iShares MSCI India ETF ETP 46429B598 33,421,153 715,963 SH SOLE 715,963 0 0
Jacobs Solutions Inc Common Stock 46982L108 3,344,551 24,725 SH SOLE 24,725 0 0
Johnson & Johnson Common Stock 478160104 71,677,829 270,748 SH SOLE 195,890 0 74,858
JPMorgan Chase & Co Common Stock 46625H100 10,259,370 31,011 SH SOLE 31,011 0 0
KeyCorp Common Stock 493267108 2,557,982 127,453 SH SOLE 127,453 0 0
Kinross Gold Corp Common Stock 496902404 6,248,677 258,646 SH SOLE 258,646 0 0
Latam Airlines Group SA ADR 51817R205 31,423,768 629,861 SH SOLE 417,835 0 212,026
Laureate Education Inc Common Stock 518613203 36,820,931 964,909 SH SOLE 629,401 0 335,508
Linde PLC Common Stock G54950103 7,735,372 16,297 SH SOLE 16,297 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 68,628,171 401,969 SH SOLE 266,074 0 135,895
Mastercard Inc Common Stock 57636Q104 35,332,685 64,070 SH SOLE 56,736 0 7,334
Meta Platforms Inc Common Stock 30303M102 8,204,687 11,314 SH SOLE 11,314 0 0
Microsoft Corp Common Stock 594918104 116,446,767 227,036 SH SOLE 163,654 0 63,382
Mobility Global Inc Common Stock 60744M106 1,116,915 65,126 SH SOLE 44,617 0 20,509
Monster Beverage Corp Common Stock 61174X109 35,605,288 855,485 SH SOLE 581,543 0 273,942
Moody's Corp Common Stock 615369105 27,247,804 60,000 SH SOLE 40,770 0 19,230
Motorola Solutions Inc Common Stock 620076307 44,551,513 99,898 SH SOLE 67,947 0 31,951
NetEase Inc ADR 64110W102 55,981,738 462,048 SH SOLE 307,319 0 154,729
New Oriental Education & Technology Group Inc ADR 647581206 21,740,431 391,790 SH SOLE 355,541 0 36,249
NextEra Energy Inc Common Stock 65339F101 7,868,782 103,892 SH SOLE 64,571 0 39,321
NVIDIA Corp Common Stock 67066G104 31,404,763 137,511 SH SOLE 137,511 0 0
Otis Worldwide Corp Common Stock 68902V107 11,321 176 SH SOLE 176 0 0
Philip Morris International Inc Common Stock 718172109 117,034,875 613,326 SH SOLE 452,308 0 161,018
Procter & Gamble Co/The Common Stock 742718109 166,927 1,149 SH SOLE 1,149 0 0
Ryanair Holdings PLC ADR 783513203 11,301,090 205,437 SH SOLE 205,437 0 0
S&P Global Inc Common Stock 78409V104 27,283,521 69,165 SH SOLE 48,656 0 20,509
Sea Ltd ADR 81141R100 9,734,155 99,981 SH SOLE 84,560 0 15,421
SK hynix Inc ADR 78392B206 15,360,689 83,414 SH SOLE 83,414 0 0
Solv Energy Inc Common Stock 78475V103 6,817,046 283,807 SH SOLE 176,410 0 107,397
STERIS PLC Common Stock G8473T100 11,761 56 SH SOLE 56 0 0
Sysco Corp Common Stock 871829107 2,805,547 35,987 SH SOLE 35,987 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 73,822,493 161,824 SH SOLE 152,925 0 8,899
Take-Two Interactive Software Inc Common Stock 874054109 2,737,133 13,191 SH SOLE 13,191 0 0
TD SYNNEX Corp Common Stock 87162W100 5,741,625 22,354 SH SOLE 22,354 0 0
TE Connectivity PLC Common Stock G87052109 12,489,394 59,169 SH SOLE 36,658 0 22,511
Tetra Tech Inc Common Stock 88162G103 11,940,324 362,377 SH SOLE 219,005 0 143,372
Thermo Fisher Scientific Inc Common Stock 883556102 4,988,620 7,390 SH SOLE 7,390 0 0
TKO Group Holdings Inc Common Stock 87256C101 8,428,329 46,897 SH SOLE 46,897 0 0
Tradeweb Markets Inc Common Stock 892672106 1,945,002 19,288 SH SOLE 19,288 0 0
Trane Technologies PLC Common Stock G8994E103 9,964,352 22,046 SH SOLE 13,669 0 8,377
TransUnion Common Stock 89400J107 3,732,721 61,072 SH SOLE 61,072 0 0
Trimble Inc Common Stock 896239100 6,987,810 122,357 SH SOLE 75,984 0 46,373
UBS Group AG Common Stock H42097107 5,673,606 117,577 SH SOLE 117,577 0 0
UnitedHealth Group Inc Common Stock 91324P102 5,276,408 14,374 SH SOLE 14,374 0 0
Valmont Industries Inc Common Stock 920253101 10,782,343 23,289 SH SOLE 14,443 0 8,846
VeriSign Inc Common Stock 92343E102 41,865,797 148,455 SH SOLE 96,779 0 51,676
Viking Holdings Ltd Common Stock G93A5A101 1,627,698 20,780 SH SOLE 20,780 0 0
Visa Inc Common Stock 92826C839 144,125,829 401,096 SH SOLE 274,141 0 126,955
Vista Energy SAB de CV ADR 92837L109 43,209,096 661,195 SH SOLE 440,023 0 221,172
Waste Management Inc Common Stock 94106L109 10,134,009 49,696 SH SOLE 30,845 0 18,851
XP Inc Common Stock G98239109 38,696,454 1,843,127 SH SOLE 1,231,922 0 611,205
Zillow Group Inc Common Stock 98954M200 386,494 14,246 SH SOLE 14,246 0 0