Abbott Laboratories Common Stock 002824100 2980812 30161 SH SOLE 30161 0 0 AECOM Common Stock 00766T100 4767288 80870 SH SOLE 50142 0 30728 AerCap Holdings NV Common Stock N00985106 4325263 30137 SH SOLE 30137 0 0 AGCO Corp Common Stock 001084102 8962030 78456 SH SOLE 48646 0 29810 Alcon AG Common Stock H01301128 16580678 256466 SH SOLE 214669 0 41797 Align Technology Inc Common Stock 016255101 22633759 155719 SH SOLE 107023 0 48696 Allegion plc Common Stock G0176J109 11103891 72211 SH SOLE 60442 0 11769 Alphabet Inc Common Stock 02079K305 90248403 262289 SH SOLE 197595 0 64694 Amazon.com Inc Common Stock 023135106 15259940 61248 SH SOLE 61248 0 0 Aon PLC Common Stock G0403H108 17141476 61934 SH SOLE 52112 0 9822 Apple Inc Common Stock 037833100 13938220 41854 SH SOLE 41854 0 0 Arthur J Gallagher & Co Common Stock 363576109 24408 107 SH SOLE 107 0 0 ASE Technology Holding Co Ltd ADR 00215W100 22155797 498331 SH SOLE 498331 0 0 AstraZeneca PLC Common Stock G0593M107 10468125 64169 SH SOLE 64169 0 0 Autodesk Inc Common Stock 052769106 53398248 255494 SH SOLE 174384 0 81110 Automatic Data Processing Inc Common Stock 053015103 37151869 143966 SH SOLE 98325 0 45641 Barrick Mining Corp Common Stock 06849F108 5505661 135374 SH SOLE 135374 0 0 BBB Foods Inc Common Stock G0896C103 17590818 334172 SH SOLE 233635 0 100537 Boeing Co/The Common Stock 097023105 4141473 22260 SH SOLE 22260 0 0 Booking Holdings Inc Common Stock 09857L108 68087586 417946 SH SOLE 283291 0 134655 Broadcom Inc Common Stock 11135F101 10425427 29686 SH SOLE 29686 0 0 Broadridge Financial Solutions Inc Common Stock 11133T103 11116 69 SH SOLE 69 0 0 Canadian Pacific Kansas City Ltd Common Stock 13646K108 13509181 158248 SH SOLE 100628 0 57620 Check Point Software Technologies Ltd Common Stock M22465104 24086679 187664 SH SOLE 128974 0 58690 Chevron Corp Common Stock 166764100 4565728 22358 SH SOLE 22358 0 0 Chipotle Mexican Grill Inc Common Stock 169656105 2008729 62871 SH SOLE 62871 0 0 Citizens Financial Group Inc Common Stock 174610105 5963091 93524 SH SOLE 93524 0 0 CME Group Inc Common Stock 12572Q105 25675 98 SH SOLE 98 0 0 Coca-Cola Co/The Common Stock 191216100 39683 461 SH SOLE 461 0 0 Colgate-Palmolive Co Common Stock 194162103 5000008 58603 SH SOLE 58603 0 0 Costco Wholesale Corp Common Stock 22160K105 2916730 3204 SH SOLE 3204 0 0 Credicorp Ltd Common Stock G2519Y108 44146976 116216 SH SOLE 75122 0 41094 CRH PLC Common Stock G25508105 2531362 30572 SH SOLE 30572 0 0 Delta Air Lines Inc Common Stock 247361702 2356243 28232 SH SOLE 28232 0 0 Descartes Systems Group Inc/The Common Stock 249906108 7724859 95269 SH SOLE 59098 0 36171 Deutsche Bank AG Common Stock D18190898 3754715 103739 SH SOLE 103739 0 0 Edwards Lifesciences Corp Common Stock 28176E108 50252917 582170 SH SOLE 413707 0 168463 Elevance Health Inc Common Stock 036752103 2010200 5170 SH SOLE 5170 0 0 Eli Lilly & Co Common Stock 532457108 5770358 4987 SH SOLE 4987 0 0 Estee Lauder Cos Inc/The Common Stock 518439104 2270453 24474 SH SOLE 24474 0 0 ExxonMobil Holdings Corp Common Stock 30233Q108 7902489 48556 SH SOLE 48556 0 0 FactSet Research Systems Inc Common Stock 303075105 21467237 79523 SH SOLE 53969 0 25554 FedEx Corp Common Stock 31428X106 4222183 14810 SH SOLE 14810 0 0 Ferrari NV Common Stock N3167Y103 11733325 29821 SH SOLE 29821 0 0 Fomento Economico Mexicano SAB de CV ADR 344419106 26854079 226502 SH SOLE 149619 0 76883 Freeport-McMoRan Inc Common Stock 35671D857 4564770 65211 SH SOLE 65211 0 0 Gaming and Leisure Properties Inc REIT 36467J108 1959594 51609 SH SOLE 51609 0 0 General Motors Co Common Stock 37045V100 5274346 68498 SH SOLE 68498 0 0 Gerdau SA ADR 373737105 38759698 8211800 SH SOLE 5465571 0 2746229 HDFC Bank Ltd ADR 40415F101 4326210 193653 SH SOLE 193653 0 0 ICICI Bank Ltd ADR 45104G104 31337769 1137487 SH SOLE 1137487 0 0 Illumina Inc Common Stock 452327109 4493279 16418 SH SOLE 16418 0 0 Interactive Brokers Group Inc Common Stock 45841N107 5201737 60896 SH SOLE 60896 0 0 Intercontinental Exchange Inc Common Stock 45866F104 3234439 21275 SH SOLE 21275 0 0 Intuit Inc Common Stock 461202103 44537093 161536 SH SOLE 110614 0 50922 Invesco Senior Loan ETF ETP 46138G508 1949329 95415 SH SOLE 95415 0 0 iShares MSCI India ETF ETP 46429B598 33421153 715963 SH SOLE 715963 0 0 Jacobs Solutions Inc Common Stock 46982L108 3344551 24725 SH SOLE 24725 0 0 Johnson & Johnson Common Stock 478160104 71677829 270748 SH SOLE 195890 0 74858 JPMorgan Chase & Co Common Stock 46625H100 10259370 31011 SH SOLE 31011 0 0 KeyCorp Common Stock 493267108 2557982 127453 SH SOLE 127453 0 0 Kinross Gold Corp Common Stock 496902404 6248677 258646 SH SOLE 258646 0 0 Latam Airlines Group SA ADR 51817R205 31423768 629861 SH SOLE 417835 0 212026 Laureate Education Inc Common Stock 518613203 36820931 964909 SH SOLE 629401 0 335508 Linde PLC Common Stock G54950103 7735372 16297 SH SOLE 16297 0 0 Marsh & McLennan Cos Inc Common Stock 571748102 68628171 401969 SH SOLE 266074 0 135895 Mastercard Inc Common Stock 57636Q104 35332685 64070 SH SOLE 56736 0 7334 Meta Platforms Inc Common Stock 30303M102 8204687 11314 SH SOLE 11314 0 0 Microsoft Corp Common Stock 594918104 116446767 227036 SH SOLE 163654 0 63382 Mobility Global Inc Common Stock 60744M106 1116915 65126 SH SOLE 44617 0 20509 Monster Beverage Corp Common Stock 61174X109 35605288 855485 SH SOLE 581543 0 273942 Moody's Corp Common Stock 615369105 27247804 60000 SH SOLE 40770 0 19230 Motorola Solutions Inc Common Stock 620076307 44551513 99898 SH SOLE 67947 0 31951 NetEase Inc ADR 64110W102 55981738 462048 SH SOLE 307319 0 154729 New Oriental Education & Technology Group Inc ADR 647581206 21740431 391790 SH SOLE 355541 0 36249 NextEra Energy Inc Common Stock 65339F101 7868782 103892 SH SOLE 64571 0 39321 NVIDIA Corp Common Stock 67066G104 31404763 137511 SH SOLE 137511 0 0 Otis Worldwide Corp Common Stock 68902V107 11321 176 SH SOLE 176 0 0 Philip Morris International Inc Common Stock 718172109 117034875 613326 SH SOLE 452308 0 161018 Procter & Gamble Co/The Common Stock 742718109 166927 1149 SH SOLE 1149 0 0 Ryanair Holdings PLC ADR 783513203 11301090 205437 SH SOLE 205437 0 0 S&P Global Inc Common Stock 78409V104 27283521 69165 SH SOLE 48656 0 20509 Sea Ltd ADR 81141R100 9734155 99981 SH SOLE 84560 0 15421 SK hynix Inc ADR 78392B206 15360689 83414 SH SOLE 83414 0 0 Solv Energy Inc Common Stock 78475V103 6817046 283807 SH SOLE 176410 0 107397 STERIS PLC Common Stock G8473T100 11761 56 SH SOLE 56 0 0 Sysco Corp Common Stock 871829107 2805547 35987 SH SOLE 35987 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 73822493 161824 SH SOLE 152925 0 8899 Take-Two Interactive Software Inc Common Stock 874054109 2737133 13191 SH SOLE 13191 0 0 TD SYNNEX Corp Common Stock 87162W100 5741625 22354 SH SOLE 22354 0 0 TE Connectivity PLC Common Stock G87052109 12489394 59169 SH SOLE 36658 0 22511 Tetra Tech Inc Common Stock 88162G103 11940324 362377 SH SOLE 219005 0 143372 Thermo Fisher Scientific Inc Common Stock 883556102 4988620 7390 SH SOLE 7390 0 0 TKO Group Holdings Inc Common Stock 87256C101 8428329 46897 SH SOLE 46897 0 0 Tradeweb Markets Inc Common Stock 892672106 1945002 19288 SH SOLE 19288 0 0 Trane Technologies PLC Common Stock G8994E103 9964352 22046 SH SOLE 13669 0 8377 TransUnion Common Stock 89400J107 3732721 61072 SH SOLE 61072 0 0 Trimble Inc Common Stock 896239100 6987810 122357 SH SOLE 75984 0 46373 UBS Group AG Common Stock H42097107 5673606 117577 SH SOLE 117577 0 0 UnitedHealth Group Inc Common Stock 91324P102 5276408 14374 SH SOLE 14374 0 0 Valmont Industries Inc Common Stock 920253101 10782343 23289 SH SOLE 14443 0 8846 VeriSign Inc Common Stock 92343E102 41865797 148455 SH SOLE 96779 0 51676 Viking Holdings Ltd Common Stock G93A5A101 1627698 20780 SH SOLE 20780 0 0 Visa Inc Common Stock 92826C839 144125829 401096 SH SOLE 274141 0 126955 Vista Energy SAB de CV ADR 92837L109 43209096 661195 SH SOLE 440023 0 221172 Waste Management Inc Common Stock 94106L109 10134009 49696 SH SOLE 30845 0 18851 XP Inc Common Stock G98239109 38696454 1843127 SH SOLE 1231922 0 611205 Zillow Group Inc Common Stock 98954M200 386494 14246 SH SOLE 14246 0 0