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 451 15,336 SH   SOLE 15,336 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,970 122,000 SH   SOLE 122,000 0 0
ALERE INC COM 01449J105 1,757 44,970 SH   SOLE 44,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 62,444 5,550,636 SH   SOLE 4,811,578 0 739,058
ALPHABET INC CAP STK CL A 02079K305 147,596 189,710 SH   SOLE 155,742 0 33,968
ALPHABET INC CAP STK CL C 02079K107 216,347 285,088 SH   SOLE 239,461 0 45,627
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 29,692 4,610,710 SH   SOLE 3,900,383 0 710,327
APPLE INC COM 037833100 1,968 18,700 SH   SOLE 18,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 701 112,300 SH   SOLE 112,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 488 14,000 SH   SOLE 14,000 0 0
BAIDU INC SPON ADR REP A 056752108 332,215 1,757,382 SH   SOLE 1,512,128 0 245,254
BAKER HUGHES INC COM 057224107 3,230 70,000 SH   SOLE 70,000 0 0
BARRICK GOLD CORP COM 067901108 8,557 1,159,533 SH   SOLE 586,595 0 572,938
BIOGEN INC COM 09062X103 1,991 6,500 SH   SOLE 6,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,803 17,220 SH   SOLE 17,220 0 0
BIOTELEMETRY INC COM 090672106 1,518 130,000 SH   SOLE 130,000 0 0
CALLAWAY GOLF CO COM 131193104 20,763 2,204,200 SH   SOLE 2,204,200 0 0
CARDINAL HEALTH INC COM 14149Y108 1,249 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 321,746 5,905,764 SH   SOLE 4,985,140 0 920,624
CEVA INC COM 157210105 490 21,000 SH   SOLE 21,000 0 0
CIENA CORP COM NEW 171779309 19,394 937,377 SH   SOLE 640,377 0 297,000
CIMPRESS N V SHS EURO N20146101 973 12,000 SH   SOLE 12,000 0 0
CIRRUS LOGIC INC COM 172755100 4,429 150,000 SH   SOLE 98,000 0 52,000
CISCO SYS INC COM 17275R102 260,563 9,595,432 SH   SOLE 7,843,478 0 1,751,954
COCA COLA CO COM 191216100 112,602 2,621,099 SH   SOLE 2,436,133 0 184,966
CORNING INC COM 219350105 127,205 6,958,711 SH   SOLE 5,679,648 0 1,279,063
DISCOVER FINL SVCS COM 254709108 1,072 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 295 47,000 SH   SOLE 47,000 0 0
E M C CORP MASS COM 268648102 975 38,000 SH   SOLE 38,000 0 0
EBAY INC COM 278642103 121,664 4,427,394 SH   SOLE 3,601,603 0 825,791
FACEBOOK INC CL A 30303M102 203 1,940 SH   SOLE 1,940 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 16,161 175,000 SH   SOLE 175,000 0 0
FOUNDATION MEDICINE INC COM 350465100 1,158 55,000 SH   SOLE 55,000 0 0
GILEAD SCIENCES INC COM 375558103 1,315 13,000 SH   SOLE 13,000 0 0
GROUPON INC COM CL A 399473107 1,249 407,000 SH   SOLE 407,000 0 0
IMMUNOGEN INC COM 45253H101 1,229 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 1,720 15,864 SH   SOLE 15,864 0 0
INFINERA CORPORATION COM 45667G103 3,859 213,000 SH   SOLE 213,000 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 1,153 146,932 SH   SOLE 146,932 0 0
INTEL CORP COM 458140100 220,972 6,414,292 SH   SOLE 5,235,951 0 1,178,341
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,390 120,000 SH   SOLE 120,000 0 0
JD COM INC SPON ADR CL A 47215P106 128,634 3,986,800 SH   SOLE 3,986,800 0 0
JOHNSON & JOHNSON COM 478160104 1,191 11,600 SH   SOLE 11,600 0 0
JUNO THERAPEUTICS INC COM 48205A109 1,758 40,000 SH   SOLE 40,000 0 0
KBR INC COM 48242W106 72,965 4,312,369 SH   SOLE 4,312,369 0 0
LAUDER ESTEE COS INC CL A 518439104 19,813 225,000 SH   SOLE 225,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 33 5,930 SH   SOLE 5,930 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 169,868 3,124,882 SH   SOLE 2,636,269 0 488,613
LIVANOVA PLC SHS G5509L101 1,423 23,982 SH   SOLE 23,982 0 0
MARKIT LTD SHS G58249106 60,552 2,007,031 SH   SOLE 1,898,459 0 108,572
MCDONALDS CORP COM 580135101 151,679 1,283,900 SH   SOLE 1,059,400 0 224,500
MERCK & CO INC NEW COM 58933Y105 993 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 48,890 5,536,882 SH   SOLE 5,536,882 0 0
MICRON TECHNOLOGY INC COM 595112103 12,612 890,700 SH   SOLE 643,700 0 247,000
NEWMONT MINING CORP COM 651639106 3,094 172,000 SH   SOLE 101,000 0 71,000
NIELSEN HLDGS PLC SHS EUR G6518L108 160,603 3,446,437 SH   SOLE 2,874,571 0 571,866
ORACLE CORP COM 68389X105 144,669 3,960,300 SH   SOLE 3,188,372 0 771,928
OWENS CORNING NEW COM 690742101 940 20,000 SH   SOLE 20,000 0 0
PAYPAL HLDGS INC COM 70450Y103 258,764 7,148,200 SH   SOLE 5,778,800 0 1,369,400
PERKINELMER INC COM 714046109 2,019 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,536 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 40,696 1,471,848 SH   SOLE 1,295,510 0 176,338
QIWI PLC SPON ADR REP B 74735M108 76,775 4,277,202 SH   SOLE 3,511,828 0 765,374
QLIK TECHNOLOGIES INC COM 74733T105 127,409 4,024,293 SH   SOLE 3,391,302 0 632,991
SANDISK CORP COM 80004C101 2,659 35,000 SH   SOLE 35,000 0 0
SCHLUMBERGER LTD COM 806857108 59,828 857,750 SH   SOLE 642,100 0 215,650
SEATTLE GENETICS INC COM 812578102 1,525 34,000 SH   SOLE 34,000 0 0
SINA CORP ORD G81477104 219,192 4,437,093 SH   SOLE 3,922,462 0 514,631
SOUFUN HLDGS LTD ADR 836034108 123,232 16,675,575 SH   SOLE 15,350,199 0 1,325,376
STILLWATER MNG CO COM 86074Q102 115,392 13,464,739 SH   SOLE 11,160,741 0 2,303,998
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4,082 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 22,581 296,000 SH   SOLE 296,000 0 0
TIME WARNER INC COM NEW 887317303 16,598 256,666 SH   SOLE 256,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 130,969 11,884,677 SH   SOLE 10,966,734 0 917,943
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 869 102,370 SH   SOLE 102,370 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,729 18,000 SH   SOLE 18,000 0 0
VEECO INSTRS INC DEL COM 922417100 514 25,000 SH   SOLE 25,000 0 0
VERASTEM INC COM 92337C104 1,281 688,924 SH   SOLE 688,924 0 0
WYNN RESORTS LTD COM 983134107 84,501 1,221,300 SH   SOLE 1,033,762 0 187,538
YANDEX N V SHS CLASS A N97284108 47,282 3,007,770 SH   SOLE 2,361,770 0 646,000
YOUKU TUDOU INC SPONSORED ADR 98742U100 116,269 4,285,650 SH   SOLE 4,285,650 0 0
YY INC ADS REPCOM CLA 98426T106 17,869 286,056 SH   SOLE 286,056 0 0
ZILLOW GROUP INC CL A 98954M101 10,286 395,036 SH   SOLE 352,925 0 42,111
ZILLOW GROUP INC CL C CAP STK 98954M200 18,550 790,072 SH   SOLE 705,850 0 84,222