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
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
AGRIUM INC COM 008916108 20,997 198,085 SH   SOLE   198,085 0 0
AEROVIRONMENT INC. COM 008073108 18,802 720,944 SH   SOLE   720,944 0 0
ARCOS DORADOS HOLDINGS INC. COM G0457F107 50,169 9,537,790 SH   SOLE   9,537,790 0 0
CARNIVAL CORP. COM 143658300 99,088 2,006,226 SH   SOLE   2,006,226 0 0
EBAY INC. COM 278642103 29,801 494,698 SH   SOLE   494,698 0 0
FTI CONSULTING INC. COM 302941109 107,528 2,607,360 SH   SOLE   2,607,360 0 0
GOOGLE INC. CLASS A COM 38259P508 20,041 37,111 SH   SOLE   37,111 0 0
GOOGLE INC. CLASS C COM 38259P706 23,683 45,499 SH   SOLE   45,499 0 0
GRIFOLS SA (ADR) COM 398438408 29,173 941,960 SH   SOLE   877,240 0 64,720
GRUPO TELEVISA SA COM 40049J206 57,917 1,491,936 SH   SOLE   1,433,095 0 58,841
HAEMONETICS CORPORATION COM 405024100 68,435 1,654,614 SH   SOLE   1,654,614 0 0
ICICI BANK LTD (ADR) COM 45104G104 65,322 6,268,930 SH   SOLE   6,040,180 0 228,750
II-VI INC. COM 902104108 32,686 1,722,121 SH   SOLE   1,722,121 0 0
NIELSEN NV COM N63218106 38,519 860,372 SH   SOLE   860,372 0 0
ORACLE CORP COM 68389X105 91,582 2,272,515 SH   SOLE   2,272,515 0 0
GRUPO FINANCIERO SANTANDER COM 40053C105 40,997 4,480,519 SH   SOLE   4,480,519 0 0
SYNOPSYS INC. COM 871607107 20,589 406,500 SH   SOLE   406,500 0 0