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 42,906 1,329,808 SH   SOLE 1,329,808 0 0
58 COM INC SPON ADR REP A 31680Q104 14,621 276,500 SH   SOLE 276,500 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,849 59,000 SH   SOLE 59,000 0 0
ALCOA INC COM 013817101 102,728 7,951,154 SH   SOLE 7,087,252 0 863,902
ALERE INC COM 01449J105 2,199 44,970 SH   SOLE 44,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 145,170 4,837,416 SH   SOLE 4,205,783 0 631,633
ALTERA CORP COM 021441100 1,544 36,000 SH   SOLE 36,000 0 0
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 76,146 5,699,621 SH   SOLE 4,880,714 0 818,907
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 7,584 812,044 SH   SOLE 514,033 0 298,011
APPLE INC COM 037833100 1,829 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 925 112,300 SH   SOLE 112,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 835 19,000 SH   SOLE 19,000 0 0
BAIDU INC SPON ADR REP A 056752108 256,374 1,230,205 SH   SOLE 1,069,664 0 160,541
BAKER HUGHES INC COM 057224107 4,450 70,000 SH   SOLE 70,000 0 0
BARRICK GOLD CORP COM 067901108 86,943 7,932,788 SH   SOLE 6,291,850 0 1,640,938
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,644 21,220 SH   SOLE 21,220 0 0
CALLAWAY GOLF CO COM 131193104 23,502 2,466,200 SH   SOLE 2,466,200 0 0
CAPSTONE TURBINE CORP COM 14067D102 3,799 5,845,479 SH   SOLE 4,463,446 0 1,382,033
CARDINAL HEALTH INC COM 14149Y108 1,263 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 453,621 9,482,064 SH   SOLE 7,941,105 0 1,540,959
CEVA INC COM 157210105 3,624 170,000 SH   SOLE 170,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 17,176 871,900 SH   SOLE 871,900 0 0
CIENA CORP COM NEW 171779309 126,749 6,563,925 SH   SOLE 5,710,236 0 853,689
CIMPRESS N V SHS EURO N20146101 1,012 12,000 SH   SOLE 12,000 0 0
CISCO SYS INC COM 17275R102 232,902 8,461,487 SH   SOLE 6,789,541 0 1,671,946
CITRIX SYS INC COM 177376100 1,226 19,200 SH   SOLE 19,200 0 0
CORNING INC COM 219350105 138,592 6,110,801 SH   SOLE 4,804,347 0 1,306,454
DISCOVER FINL SVCS COM 254709108 1,127 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 6,284 1,157,305 SH   SOLE 1,157,305 0 0
E M C CORP MASS COM 268648102 843 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 245,809 4,261,600 SH   SOLE 3,477,200 0 784,400
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 14,492 155,000 SH   SOLE 155,000 0 0
GOLDCORP INC NEW COM 380956409 3,018 166,600 SH   SOLE 166,600 0 0
GOOGLE INC CL A 38259P508 195,853 353,080 SH   SOLE 290,574 0 62,506
GOOGLE INC CL C 38259P706 205,412 374,840 SH   SOLE 312,334 0 62,506
GROUPON INC COM CL A 399473107 2,263 314,000 SH   SOLE 314,000 0 0
HALLIBURTON CO COM 406216101 1,579 36,000 SH   SOLE 36,000 0 0
HOMEAWAY INC COM 43739Q100 31,576 1,046,612 SH   SOLE 942,688 0 103,924
ICON PLC SHS G4705A100 2,010 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 810 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,187 23,864 SH   SOLE 23,864 0 0
INFINERA CORPORATION COM 45667G103 4,189 213,000 SH   SOLE 213,000 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 1,508 107,932 SH   SOLE 107,932 0 0
INTEL CORP COM 458140100 375,083 11,994,992 SH   SOLE 9,913,951 0 2,081,041
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,920 120,000 SH   SOLE 120,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 29,229 647,253 SH   SOLE 452,253 0 195,000
JD COM INC SPON ADR CL A 47215P106 27,176 925,000 SH   SOLE 925,000 0 0
JOHNSON & JOHNSON COM 478160104 25,622 254,700 SH   SOLE 131,700 0 123,000
JUNO THERAPEUTICS INC COM 48205A109 2,426 40,000 SH   SOLE 40,000 0 0
KBR INC COM 48242W106 158,446 10,942,455 SH   SOLE 9,506,479 0 1,435,976
LAUDER ESTEE COS INC CL A 518439104 25,363 305,000 SH   SOLE 305,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 47 5,930 SH   SOLE 5,930 0 0
MARKIT LTD SHS G58249106 59,745 2,221,031 SH   SOLE 1,798,459 0 422,572
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,117 76,000 SH   SOLE 76,000 0 0
MERCK & CO INC NEW COM 58933Y105 1,080 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 61,959 6,433,965 SH   SOLE 6,341,602 0 92,363
MICRON TECHNOLOGY INC COM 595112103 10,811 398,500 SH   SOLE 398,500 0 0
MICROSOFT CORP COM 594918104 61,973 1,524,385 SH   SOLE 902,385 0 622,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 26,372 964,256 SH   SOLE 964,256 0 0
NEWMONT MINING CORP COM 651639106 15,655 721,131 SH   SOLE 650,131 0 71,000
NIELSEN N V COM N63218106 150,590 3,378,737 SH   SOLE 2,819,164 0 559,573
ORACLE CORP COM 68389X105 169,044 3,917,600 SH   SOLE 3,310,800 0 606,800
OWENS CORNING NEW COM 690742101 868 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 16,637 174,000 SH   SOLE 174,000 0 0
PERKINELMER INC COM 714046109 1,927 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,656 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 38,625 1,532,748 SH   SOLE 1,367,810 0 164,938
QIWI PLC SPON ADR REP B 74735M108 100,600 4,188,202 SH   SOLE 3,422,828 0 765,374
QLIK TECHNOLOGIES INC COM 74733T105 162,441 5,218,158 SH   SOLE 4,375,568 0 842,590
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 94,120 2,281,712 SH   SOLE 2,129,522 0 152,190
SENOMYX INC COM 81724Q107 2,833 642,482 SH   SOLE 642,482 0 0
SINA CORP ORD G81477104 147,926 4,599,690 SH   SOLE 4,083,878 0 515,812
SOHU COM INC COM 83408W103 45,141 846,461 SH   SOLE 756,969 0 89,492
SOUFUN HLDGS LTD ADR 836034108 78,354 13,059,034 SH   SOLE 11,682,058 0 1,376,976
STILLWATER MNG CO COM 86074Q102 177,246 13,718,739 SH   SOLE 11,339,741 0 2,378,998
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,875 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 22,618 257,000 SH   SOLE 257,000 0 0
TIME WARNER INC COM NEW 887317303 22,010 260,666 SH   SOLE 260,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 128,529 10,631,030 SH   SOLE 9,805,687 0 825,343
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 5,127 393,500 SH   SOLE 393,500 0 0
ULTRA PETROLEUM CORP COM 903914109 734 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,109 18,000 SH   SOLE 18,000 0 0
VEECO INSTRS INC DEL COM 922417100 4,979 163,000 SH   SOLE 163,000 0 0
VERASTEM INC COM 92337C104 17,603 1,730,913 SH   SOLE 840,924 0 889,989
VERIZON COMMUNICATIONS INC COM 92343V104 453 9,256 SH   SOLE 9,256 0 0
YANDEX N V SHS CLASS A N97284108 66,569 4,389,700 SH   SOLE 3,523,800 0 865,900
YOUKU TUDOU INC SPONSORED ADR 98742U100 152,935 12,234,838 SH   SOLE 11,067,987 0 1,166,851
ZILLOW GROUP INC CL A 98954M101 39,622 395,036 SH   SOLE 352,925 0 42,111