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
ADVANCED MICRO DEVICES INC COM 007903107 26,366,856 43,100 SH SOLE 43,100 0 0
ALPHABET INC CAP STK CL A 02079K305 46,980,339 136,539 SH SOLE 136,539 0 0
AMAZON COM INC COM 023135106 35,951,348 144,296 SH SOLE 144,296 0 0
CIGNA CORP NEW COM 125523100 18,949,541 69,711 SH SOLE 69,711 0 0
CLEAN HARBORS INC COM 184496107 28,800,822 92,837 SH SOLE 92,837 0 0
CNH INDL N V SHS N20944109 36,225,203 2,819,082 SH SOLE 2,819,082 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 864,472 15,050 SH SOLE 15,050 0 0
COHERENT CORP COM 19247G107 26,586,448 92,375 SH SOLE 92,375 0 0
D R HORTON INC COM 23331A109 20,144,533 147,417 SH SOLE 147,417 0 0
EQUIFAX INC COM 294429105 22,982,347 167,461 SH SOLE 167,461 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 145,230,106 6,500,900 SH SOLE 6,500,900 0 0
ICON PLC SHS G4705A100 252,838,876 1,487,375 SH SOLE 1,487,375 0 0
INFOSYS LTD SPONSORED ADR 456788108 137,532,662 12,781,846 SH SOLE 12,781,846 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 29,939,624 350,499 SH SOLE 350,499 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 17,785,857 144,483 SH SOLE 144,483 0 0
MICROSOFT CORP COM 594918104 45,233,676 88,192 SH SOLE 88,192 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,527,110 42,457 SH SOLE 42,457 0 0
NUCOR CORP COM 670346105 34,078,412 145,790 SH SOLE 145,790 0 0
QUALCOMM INC COM 747525103 20,182,930 109,666 SH SOLE 109,666 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 205,261,508 3,731,349 SH SOLE 3,731,349 0 0
SMURFIT WESTROCK PLC SHS G8267P108 259,615,597 5,886,975 SH SOLE 5,886,975 0 0
STANDARDAERO INC COM 85423L103 19,890,236 931,627 SH SOLE 931,627 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 390,302,934 855,571 SH SOLE 855,571 0 0
UBER TECHNOLOGIES INC COM 90353T100 25,704,198 375,189 SH SOLE 375,189 0 0