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
58 COM INC SPON ADR REP A 31680Q104 496 8,908 SH   SOLE 8,908 0 0
ADECOAGRO S A COM L00849106 7,540 652,791 SH   SOLE 160,547 0 492,244
ADOBE SYS INC COM 00724F101 85,076 906,978 SH   SOLE 608,309 0 298,669
ADVANCE AUTO PARTS INC COM 00751Y106 47,167 294,185 SH   SOLE 199,863 0 94,322
AGRIUM INC COM 008916108 94,506 1,070,413 SH   SOLE 276,283 0 794,130
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,168 318,458 SH   SOLE 230,643 0 87,815
AMBEV SA SPONSORED ADR 02319V103 49,843 9,622,192 SH   SOLE 4,665,166 0 4,957,026
AMERICAN EXPRESS CO COM 025816109 45,793 745,862 SH   SOLE 506,100 0 239,762
ANDERSONS INC COM 034164103 32,120 1,022,640 SH   SOLE 257,222 0 765,418
ARAMARK COM 03852U106 49,710 1,500,866 SH   SOLE 992,697 0 508,169
ARCHER DANIELS MIDLAND CO COM 039483102 7,677 211,415 SH   SOLE 62,434 0 148,981
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 40,146 1,301,764 SH   SOLE 878,772 0 422,992
BANK AMER CORP COM 060505104 53,691 3,971,151 SH   SOLE 2,602,315 0 1,368,836
BIOGEN INC COM 09062X103 26,480 101,721 SH   SOLE 69,134 0 32,587
BRUNSWICK CORP COM 117043109 32,626 679,968 SH   SOLE 462,498 0 217,470
BUNGE LIMITED COM G16962105 38,191 673,935 SH   SOLE 172,640 0 501,295
CABELAS INC COM 126804301 31,459 646,104 SH   SOLE 444,406 0 201,698
CALPINE CORP COM NEW 131347304 41,315 2,723,581 SH   SOLE 1,860,843 0 862,738
CELGENE CORP COM 151020104 29,227 291,995 SH   SOLE 179,208 0 112,787
CEMEX SAB DE CV SPON ADR NEW 151290889 118 16,222 SH   SOLE 0 0 16,222
CF INDS HLDGS INC COM 125269100 188,493 6,014,442 SH   SOLE 2,774,130 0 3,240,312
COMCAST CORP NEW CL A 20030N101 61,364 1,004,660 SH   SOLE 682,677 0 321,983
CONAGRA FOODS INC COM 205887102 1,791 40,127 SH   SOLE 9,882 0 30,245
CREDICORP LTD COM G2519Y108 29,417 224,576 SH   SOLE 157,598 0 66,978
DARLING INGREDIENTS INC COM 237266101 21,641 1,643,168 SH   SOLE 414,649 0 1,228,519
DOW CHEM CO COM 260543103 133,722 2,629,189 SH   SOLE 1,585,243 0 1,043,946
DR REDDYS LABS LTD ADR 256135203 12,988 287,412 SH   SOLE 216,885 0 70,527
EBAY INC COM 278642103 69,076 2,895,026 SH   SOLE 1,960,518 0 934,508
ENDO INTL PLC SHS G30401106 38,080 1,352,726 SH   SOLE 915,610 0 437,116
F M C CORP COM NEW 302491303 8,927 221,156 SH   SOLE 57,364 0 163,792
FIRST CASH FINL SVCS INC COM 31942D107 2,851 61,899 SH   SOLE 61,899 0 0
FORTINET INC COM 34959E109 45,006 1,469,366 SH   SOLE 995,404 0 473,962
FRESH MKT INC COM 35804H106 15,968 559,715 SH   SOLE 136,801 0 422,914
GENERAL MTRS CO COM 37045V100 124,378 3,957,311 SH   SOLE 2,731,992 0 1,225,319
GOLDMAN SACHS GROUP INC COM 38141G104 155,407 989,968 SH   SOLE 669,090 0 320,878
GREEN PLAINS INC COM 393222104 4,017 251,603 SH   SOLE 62,961 0 188,642
GRUBHUB INC COM 400110102 52,189 2,076,887 SH   SOLE 1,404,557 0 672,330
HAIN CELESTIAL GROUP INC COM 405217100 1,259 30,745 SH   SOLE 7,552 0 23,193
HARLEY DAVIDSON INC COM 412822108 95,156 1,853,759 SH   SOLE 1,261,381 0 592,378
HCA HOLDINGS INC COM 40412C101 41,604 533,024 SH   SOLE 364,709 0 168,315
HERSHEY CO COM 427866108 21,567 234,159 SH   SOLE 111,017 0 123,142
ICICI BK LTD ADR 45104G104 152,950 21,361,700 SH   SOLE 15,253,102 0 6,108,598
ISRAEL CHEMICALS LTD SHS M5920A109 1,149 267,794 SH   SOLE 127,868 0 139,926
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 95,105 11,071,812 SH   SOLE 7,861,470 0 3,210,342
JD COM INC SPON ADR CL A 47215P106 63,685 2,403,243 SH   SOLE 1,735,232 0 668,011
LABORATORY CORP AMER HLDGS COM NEW 50540R409 118,286 1,009,878 SH   SOLE 664,748 0 345,130
LAUDER ESTEE COS INC CL A 518439104 66,547 705,615 SH   SOLE 458,807 0 246,808
LAZARD LTD SHS A G54050102 53,085 1,368,194 SH   SOLE 985,562 0 382,632
LENDINGCLUB CORP COM 52603A109 21,365 2,574,096 SH   SOLE 1,759,585 0 814,511
LIONS GATE ENTMNT CORP COM NEW 535919203 19,764 904,615 SH   SOLE 615,852 0 288,763
MARSH & MCLENNAN COS INC COM 571748102 77,301 1,271,627 SH   SOLE 844,264 0 427,363
MEAD JOHNSON NUTRITION CO COM 582839106 2,339 27,528 SH   SOLE 27,528 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 41,948 1,083,739 SH   SOLE 713,157 0 370,582
MOHAWK INDS INC COM 608190104 71,108 372,486 SH   SOLE 252,471 0 120,015
MONDELEZ INTL INC CL A 609207105 40,854 1,018,269 SH   SOLE 586,065 0 432,204
MONSANTO CO NEW COM 61166W101 87,850 1,001,233 SH   SOLE 429,364 0 571,869
MOSAIC CO NEW COM 61945C103 154,481 5,721,608 SH   SOLE 2,348,294 0 3,373,314
NEWMONT MINING CORP COM 651639106 51,727 1,946,075 SH   SOLE 1,315,180 0 630,895
NIKE INC CL B 654106103 68,518 1,114,632 SH   SOLE 759,672 0 354,960
NOODLES & CO CL A 65540B105 6,605 556,975 SH   SOLE 135,111 0 421,864
ORACLE CORP COM 68389X105 121,558 2,971,306 SH   SOLE 2,024,575 0 946,731
POTASH CORP SASK INC COM 73755L107 187,798 11,033,840 SH   SOLE 5,640,156 0 5,393,684
PROCTER & GAMBLE CO COM 742718109 36,805 447,156 SH   SOLE 301,058 0 146,098
ROPER TECHNOLOGIES INC COM 776696106 66,645 364,644 SH   SOLE 250,239 0 114,405
STANLEY BLACK & DECKER INC COM 854502101 62,871 597,554 SH   SOLE 407,504 0 190,050
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 96,989 1,162,527 SH   SOLE 783,075 0 379,452
SUNOPTA INC COM 8676EP108 15,905 3,566,342 SH   SOLE 908,917 0 2,657,425
T MOBILE US INC COM 872590104 114,697 2,994,679 SH   SOLE 2,027,955 0 966,724
THERMO FISHER SCIENTIFIC INC COM 883556102 146,064 1,031,612 SH   SOLE 654,709 0 376,903
TIFFANY & CO NEW COM 886547108 121,115 1,650,530 SH   SOLE 1,115,086 0 535,444
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 39,359 3,558,763 SH   SOLE 2,514,687 0 1,044,076
TIME WARNER INC COM NEW 887317303 50,313 693,494 SH   SOLE 471,655 0 221,839
TRANSDIGM GROUP INC COM 893641100 55,806 253,255 SH   SOLE 172,735 0 80,520
TREEHOUSE FOODS INC COM 89469A104 33,133 381,944 SH   SOLE 110,685 0 271,259
TYCO INTL PLC SHS G91442106 81,311 2,214,960 SH   SOLE 1,572,518 0 642,442
TYSON FOODS INC CL A 902494103 2,932 43,987 SH   SOLE 11,648 0 32,339
UBS GROUP AG SHS H42097107 165,710 10,344,051 SH   SOLE 7,336,376 0 3,007,675
UNITED NAT FOODS INC COM 911163103 20,275 503,101 SH   SOLE 126,352 0 376,749
V F CORP COM 918204108 77,318 1,193,932 SH   SOLE 815,395 0 378,537
WESTLAKE CHEM CORP COM 960413102 51,138 1,104,474 SH   SOLE 753,602 0 350,872
WHITEWAVE FOODS CO COM 966244105 3,774 92,874 SH   SOLE 23,071 0 69,803
YUM BRANDS INC COM 988498101 73,903 902,907 SH   SOLE 564,572 0 338,335
ZOETIS INC CL A 98978V103 2,228 50,275 SH   SOLE 24,520 0 25,755