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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $304.2M | 900011 | 20.86% |
| 2 | INFOSYS LTD | $201.8M | 14938546 | 13.84% |
| 3 | RYANAIR HOLDINGS PLC | $199.8M | 3456749 | 13.70% |
| 4 | HDFC BANK LTD | $192.2M | 7724700 | 13.18% |
| 5 | ICON PLC | $133.7M | 1208148 | 9.17% |
| 6 | ALPHABET INC | $42.0M | 146116 | 2.88% |
| 7 | MICROSOFT CORP | $34.8M | 94039 | 2.39% |
| 8 | AMAZON COM INC | $32.0M | 153838 | 2.20% |
| 9 | CLEAN HARBORS INC | $31.4M | 109391 | 2.15% |
| 10 | NORTHROP GRUMMAN CORP | $30.9M | 45237 | 2.12% |
| 11 | COHERENT CORP | $29.2M | 122455 | 2.00% |
| 12 | NUCOR CORP | $26.5M | 156826 | 1.82% |
| 13 | CNH INDL N V | $26.3M | 2394337 | 1.81% |
| 14 | STANDARDAERO INC | $25.7M | 994658 | 1.76% |
| 15 | EQUIFAX INC | $25.5M | 141803 | 1.75% |
| 16 | UBER TECHNOLOGIES INC | $24.3M | 337572 | 1.67% |
| 17 | D R HORTON INC | $21.6M | 157114 | 1.48% |
| 18 | COGNIZANT TECHNOLOGY SOLUTIO | $20.0M | 326432 | 1.37% |
| 19 | INTUIT | $19.9M | 46109 | 1.37% |
| 20 | CIGNA CORP NEW | $19.8M | 74304 | 1.36% |
| 21 | ADVANCED MICRO DEVICES INC | $10.4M | 50963 | 0.71% |
| 22 | KB FINANCIAL GROUP INC | $6.1M | 60763 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.