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 55,162 1,843,044 SH   SOLE 1,658,376 0 184,668
58 COM INC SPON ADR REP A 31680Q104 5,308 142,500 SH   SOLE 142,500 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,220 59,000 SH   SOLE 59,000 0 0
ALCOA INC COM 013817101 305,645 18,995,962 SH   SOLE 17,095,864 0 1,900,098
ALERE INC COM 01449J105 1,976 50,970 SH   SOLE 50,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 106,626 2,874,042 SH   SOLE 2,583,213 0 290,829
ALTERA CORP COM 021441100 1,359 38,000 SH   SOLE 38,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 10,560 880,044 SH   SOLE 582,033 0 298,011
APPLE INC COM 037833100 1,481 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 606 112,300 SH   SOLE 112,300 0 0
ARISTA NETWORKS INC COM 040413106 353 4,000 SH   SOLE 4,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 798 19,000 SH   SOLE 19,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 348 4,000 SH   SOLE 4,000 0 0
BAIDU INC SPON ADR REP A 056752108 263,382 1,206,905 SH   SOLE 1,048,364 0 158,541
BAKER HUGHES INC COM 057224107 273,188 4,199,020 SH   SOLE 3,494,462 0 704,558
BALLARD PWR SYS INC NEW COM 058586108 5,139 1,591,034 SH   SOLE 1,591,034 0 0
BANK AMER CORP COM 060505104 10,379 608,765 SH   SOLE 608,765 0 0
BARRICK GOLD CORP COM 067901108 123,597 8,430,945 SH   SOLE 6,790,007 0 1,640,938
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,418 33,520 SH   SOLE 33,520 0 0
CALLAWAY GOLF CO COM 131193104 17,855 2,466,200 SH   SOLE 2,466,200 0 0
CAPSTONE TURBINE CORP COM 14067D102 18,285 17,089,489 SH   SOLE 13,646,270 0 3,443,219
CARDINAL HEALTH INC COM 14149Y108 1,048 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 287,291 7,151,900 SH   SOLE 6,497,232 0 654,668
CEVA INC COM 157210105 2,755 205,000 SH   SOLE 205,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 22,468 871,900 SH   SOLE 871,900 0 0
CIENA CORP COM NEW 171779309 109,069 6,523,325 SH   SOLE 5,669,636 0 853,689
CISCO SYS INC COM 17275R102 55,965 2,223,517 SH   SOLE 1,227,517 0 996,000
CITRIX SYS INC COM 177376100 1,369 19,200 SH   SOLE 19,200 0 0
DISCOVER FINL SVCS COM 254709108 1,287 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 11,017 1,157,305 SH   SOLE 1,157,305 0 0
E M C CORP MASS COM 268648102 965 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 204,219 3,606,200 SH   SOLE 2,884,200 0 722,000
FEDEX CORP COM 31428X106 6,619 41,000 SH   SOLE 41,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,058 131,000 SH   SOLE 131,000 0 0
FOSTER WHEELER AG COM H27178104 236,834 7,490,021 SH   SOLE 6,314,947 0 1,175,074
GNC HLDGS INC COM CL A 36191G107 1,433 37,000 SH   SOLE 37,000 0 0
GOOGLE INC CL A 38259P508 207,755 353,080 SH   SOLE 290,574 0 62,506
GOOGLE INC CL C 38259P706 204,547 354,280 SH   SOLE 291,774 0 62,506
GROUPON INC COM CL A 399473107 2,097 314,000 SH   SOLE 314,000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 27,404 2,530,408 SH   SOLE 1,389,864 0 1,140,544
HALLIBURTON CO COM 406216101 2,322 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 1,631 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 959 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 1,631 33,264 SH   SOLE 33,264 0 0
INFINERA CORPORATION COM 45667G103 19,518 1,829,293 SH   SOLE 1,662,274 0 167,019
INFINITY PHARMACEUTICALS INC COM 45665G303 1,448 107,932 SH   SOLE 107,932 0 0
INTEL CORP COM 458140100 402,599 11,562,300 SH   SOLE 9,441,109 0 2,121,191
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,554 120,000 SH   SOLE 120,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 31,598 647,253 SH   SOLE 452,253 0 195,000
JOHNSON & JOHNSON COM 478160104 27,148 254,700 SH   SOLE 131,700 0 123,000
KBR INC COM 48242W106 110,254 5,855,250 SH   SOLE 5,055,366 0 799,884
LAUDER ESTEE COS INC CL A 518439104 27,870 373,000 SH   SOLE 373,000 0 0
MARKIT LTD SHS G58249106 16,872 722,572 SH   SOLE 300,000 0 422,572
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,024 76,000 SH   SOLE 76,000 0 0
MERCER INTL INC COM 588056101 66,758 6,846,979 SH   SOLE 6,846,979 0 0
MERCK & CO INC NEW COM 58933Y105 9,673 163,190 SH   SOLE 163,190 0 0
MGIC INVT CORP WIS COM 552848103 54,107 6,927,974 SH   SOLE 6,835,611 0 92,363
MICRON TECHNOLOGY INC COM 595112103 11,504 335,800 SH   SOLE 335,800 0 0
MICROSOFT CORP COM 594918104 126,274 2,723,785 SH   SOLE 1,663,785 0 1,060,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 29,081 964,256 SH   SOLE 964,256 0 0
NEWMONT MINING CORP COM 651639106 16,622 721,131 SH   SOLE 650,131 0 71,000
NXP SEMICONDUCTORS N V COM N6596X109 376 5,500 SH   SOLE 5,500 0 0
ORACLE CORP COM 68389X105 2,193 57,300 SH   SOLE 57,300 0 0
OWENS CORNING NEW COM 690742101 635 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 42,625 457,900 SH   SOLE 345,900 0 112,000
PERKINELMER INC COM 714046109 1,643 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,407 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 40,555 1,781,076 SH   SOLE 1,616,379 0 164,697
QIWI PLC SPON ADR REP B 74735M108 48,705 1,541,808 SH   SOLE 1,414,786 0 127,022
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 60,904 2,202,712 SH   SOLE 2,050,522 0 152,190
SENOMYX INC COM 81724Q107 5,268 642,482 SH   SOLE 642,482 0 0
SINA CORP ORD G81477104 180,591 4,389,690 SH   SOLE 3,891,878 0 497,812
SKYWORKS SOLUTIONS INC COM 83088M102 812 14,000 SH   SOLE 14,000 0 0
SOHU COM INC COM 83408W103 43,850 872,986 SH   SOLE 783,494 0 89,492
SOUFUN HLDGS LTD ADR 836034108 137,688 13,838,034 SH   SOLE 11,796,058 0 2,041,976
STILLWATER MNG CO COM 86074Q102 223,306 14,857,362 SH   SOLE 12,387,552 0 2,469,810
SYNERON MEDICAL LTD ORD SHS M87245102 945 94,330 SH   SOLE 94,330 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,343 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 22,536 234,000 SH   SOLE 234,000 0 0
TIME WARNER INC COM NEW 887317303 19,153 254,666 SH   SOLE 254,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 116,451 9,648,030 SH   SOLE 8,917,787 0 730,243
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 3,981 303,000 SH   SOLE 303,000 0 0
ULTRA PETROLEUM CORP COM 903914109 1,093 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,497 71,000 SH   SOLE 71,000 0 0
VEECO INSTRS INC DEL COM 922417100 5,696 163,000 SH   SOLE 163,000 0 0
VERASTEM INC COM 92337C104 14,491 1,700,830 SH   SOLE 757,093 0 943,737
VERIZON COMMUNICATIONS INC COM 92343V104 464 9,256 SH   SOLE 9,256 0 0
VISTAPRINT N V SHS N93540107 1,041 19,000 SH   SOLE 19,000 0 0
YANDEX N V SHS CLASS A N97284108 104,086 3,744,800 SH   SOLE 3,163,000 0 581,800
YOUKU TUDOU INC SPONSORED ADR 98742U100 205,749 11,481,538 SH   SOLE 10,381,587 0 1,099,951
YY INC ADS REPCOM CLA 98426T106 10,859 145,000 SH   SOLE 145,000 0 0
ZILLOW INC CL A 98954A107 39,324 339,036 SH   SOLE 302,925 0 36,111