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
51JOB INC SP ADR REP COM 316827104 475 15,336 SH   SOLE 15,336 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 1,286 46,000 SH   SOLE 46,000 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,483 122,000 SH   SOLE 122,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 71,669 4,396,901 SH   SOLE 3,994,380 0 402,521
ALPHABET INC CAP STK CL A 02079K305 159,575 209,170 SH   SOLE 173,552 0 35,618
ALPHABET INC CAP STK CL C 02079K107 212,756 285,598 SH   SOLE 239,971 0 45,627
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 29,508 4,610,710 SH   SOLE 3,900,383 0 710,327
APPLE INC COM 037833100 3,672 33,700 SH   SOLE 33,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 1,599 250,300 SH   SOLE 250,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 391 14,000 SH   SOLE 14,000 0 0
BAIDU INC SPON ADR REP A 056752108 333,599 1,747,692 SH   SOLE 1,502,438 0 245,254
BAKER HUGHES INC COM 057224107 3,068 70,000 SH   SOLE 70,000 0 0
BARRICK GOLD CORP COM 067901108 15,746 1,159,533 SH   SOLE 586,595 0 572,938
BIOGEN INC COM 09062X103 1,041 4,000 SH   SOLE 4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,420 17,220 SH   SOLE 17,220 0 0
CALLAWAY GOLF CO COM 131193104 20,102 2,204,200 SH   SOLE 2,204,200 0 0
CARDINAL HEALTH INC COM 14149Y108 1,147 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 287,879 5,455,364 SH   SOLE 4,564,801 0 890,563
CIENA CORP COM NEW 171779309 17,828 937,377 SH   SOLE 640,377 0 297,000
CIRRUS LOGIC INC COM 172755100 5,716 157,000 SH   SOLE 105,000 0 52,000
CISCO SYS INC COM 17275R102 273,278 9,598,832 SH   SOLE 7,846,878 0 1,751,954
COCA COLA CO COM 191216100 151,574 3,267,399 SH   SOLE 2,906,233 0 361,166
CONFORMIS INC COM 20717E101 1,204 112,000 SH   SOLE 112,000 0 0
CORNING INC COM 219350105 35,408 1,695,000 SH   SOLE 858,511 0 836,489
E HOUSE CHINA HLDGS LTD ADR 26852W103 292 47,000 SH   SOLE 47,000 0 0
E M C CORP MASS COM 268648102 1,012 38,000 SH   SOLE 38,000 0 0
EBAY INC COM 278642103 105,637 4,427,394 SH   SOLE 3,601,603 0 825,791
FACEBOOK INC CL A 30303M102 221 1,940 SH   SOLE 1,940 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 16,854 175,000 SH   SOLE 175,000 0 0
FOUNDATION MEDICINE INC COM 350465100 2,327 128,000 SH   SOLE 128,000 0 0
GILEAD SCIENCES INC COM 375558103 81,197 883,930 SH   SOLE 812,230 0 71,700
GROUPON INC COM CL A 399473107 1,623 407,000 SH   SOLE 407,000 0 0
ICON PLC SHS G4705A100 2,140 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 771 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,236 30,864 SH   SOLE 30,864 0 0
INFINERA CORPORATION COM 45667G103 3,420 213,000 SH   SOLE 213,000 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 1,090 206,932 SH   SOLE 206,932 0 0
INTEL CORP COM 458140100 189,729 5,864,892 SH   SOLE 4,729,251 0 1,135,641
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,892 173,000 SH   SOLE 173,000 0 0
JD COM INC SPON ADR CL A 47215P106 110,180 4,157,750 SH   SOLE 4,157,750 0 0
JOHNSON & JOHNSON COM 478160104 1,904 17,600 SH   SOLE 17,600 0 0
JUNO THERAPEUTICS INC COM 48205A109 948 24,895 SH   SOLE 24,895 0 0
KBR INC COM 48242W106 45,289 2,925,685 SH   SOLE 2,925,685 0 0
LAUDER ESTEE COS INC CL A 518439104 21,219 225,000 SH   SOLE 225,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 30 5,930 SH   SOLE 5,930 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 215,804 4,083,338 SH   SOLE 3,452,138 0 631,200
LIVANOVA PLC SHS G5509L101 1,294 23,982 SH   SOLE 23,982 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 82,855 4,149,000 SH   SOLE 3,923,000 0 226,000
MARKIT LTD SHS G58249106 41,084 1,162,231 SH   SOLE 1,108,759 0 53,472
MCDONALDS CORP COM 580135101 143,036 1,138,100 SH   SOLE 933,100 0 205,000
MERCK & CO INC NEW COM 58933Y105 994 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 73,575 9,592,682 SH   SOLE 8,108,804 0 1,483,878
MICRON TECHNOLOGY INC COM 595112103 9,325 890,700 SH   SOLE 643,700 0 247,000
NEWMONT MINING CORP COM 651639106 4,571 172,000 SH   SOLE 101,000 0 71,000
NIELSEN HLDGS PLC SHS EUR G6518L108 162,268 3,081,437 SH   SOLE 2,540,371 0 541,066
ORACLE CORP COM 68389X105 162,015 3,960,300 SH   SOLE 3,188,372 0 771,928
PAYPAL HLDGS INC COM 70450Y103 286,110 7,412,200 SH   SOLE 5,937,800 0 1,474,400
PERKINELMER INC COM 714046109 2,656 53,700 SH   SOLE 53,700 0 0
PFIZER INC COM 717081103 1,411 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 48,080 2,152,214 SH   SOLE 1,919,518 0 232,696
QIWI PLC SPON ADR REP B 74735M108 61,976 4,277,202 SH   SOLE 3,511,828 0 765,374
QLIK TECHNOLOGIES INC COM 74733T105 76,302 2,638,414 SH   SOLE 2,206,107 0 432,307
SCHLUMBERGER LTD COM 806857108 63,259 857,750 SH   SOLE 642,100 0 215,650
SEATTLE GENETICS INC COM 812578102 1,193 34,000 SH   SOLE 34,000 0 0
SINA CORP ORD G81477104 203,368 4,293,202 SH   SOLE 3,778,571 0 514,631
SKYWORKS SOLUTIONS INC COM 83088M102 62,432 801,450 SH   SOLE 668,860 0 132,590
SOUFUN HLDGS LTD ADR 836034108 95,192 15,891,875 SH   SOLE 14,609,441 0 1,282,434
STILLWATER MNG CO COM 86074Q102 150,827 14,162,198 SH   SOLE 11,843,180 0 2,319,018
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,328 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 21,720 296,000 SH   SOLE 296,000 0 0
TIME WARNER INC COM NEW 887317303 16,662 229,666 SH   SOLE 229,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 82,589 8,308,792 SH   SOLE 7,390,849 0 917,943
UNITED TECHNOLOGIES CORP COM 913017109 800 8,000 SH   SOLE 8,000 0 0
VEECO INSTRS INC DEL COM 922417100 487 25,000 SH   SOLE 25,000 0 0
VERASTEM INC COM 92337C104 1,088 688,924 SH   SOLE 688,924 0 0
WEIBO CORP SPONSORED ADR 948596101 4,487 250,000 SH   SOLE 250,000 0 0
WYNN RESORTS LTD COM 983134107 122,440 1,310,500 SH   SOLE 1,012,962 0 297,538
YANDEX N V SHS CLASS A N97284108 46,079 3,007,770 SH   SOLE 2,361,770 0 646,000
ZILLOW GROUP INC CL A 98954M101 10,093 395,036 SH   SOLE 352,925 0 42,111
ZILLOW GROUP INC CL C CAP STK 98954M200 18,748 790,072 SH   SOLE 705,850 0 84,222