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 57,759 875,668 SH   SOLE 783,334 0 92,334
58 COM INC SPON ADR REP A 31680Q104 7,865 145,500 SH   SOLE 145,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 287 5,000 SH   SOLE 5,000 0 0
ALCOA INC COM 013817101 287,123 19,283,000 SH   SOLE 17,435,094 0 1,847,906
ALERE INC COM 01449J105 1,907 50,970 SH   SOLE 50,970 0 0
ALTERA CORP COM 021441100 1,425 41,000 SH   SOLE 41,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 17,837 1,036,449 SH   SOLE 659,449 0 377,000
APPLE INC COM 037833100 1,366 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 715 112,300 SH   SOLE 112,300 0 0
ARISTA NETWORKS INC COM 040413106 623 10,000 SH   SOLE 10,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 33,736 979,850 SH   SOLE 914,858 0 64,992
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 167 8,000 SH   SOLE 8,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 576 8,000 SH   SOLE 8,000 0 0
BAIDU INC SPON ADR REP A 056752108 308,908 1,653,595 SH   SOLE 1,448,054 0 205,541
BAKER HUGHES INC COM 057224107 318,051 4,272,020 SH   SOLE 3,538,462 0 733,558
BALLARD PWR SYS INC NEW COM 058586108 6,555 1,591,034 SH   SOLE 1,591,034 0 0
BANK OF AMERICA CORPORATION COM 060505104 133,575 8,690,638 SH   SOLE 7,804,397 0 886,241
BARRICK GOLD CORP COM 067901108 154,611 8,448,690 SH   SOLE 6,807,752 0 1,640,938
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,649 26,520 SH   SOLE 26,520 0 0
CALLAWAY GOLF CO COM 131193104 20,518 2,466,200 SH   SOLE 2,466,200 0 0
CAPSTONE TURBINE CORP COM 14067D102 25,805 17,089,489 SH   SOLE 13,646,270 0 3,443,219
CARDINAL HEALTH INC COM 14149Y108 959 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 248,501 6,600,300 SH   SOLE 5,968,875 0 631,425
CEVA INC COM 157210105 2,658 180,000 SH   SOLE 180,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 21,985 875,900 SH   SOLE 875,900 0 0
CIENA CORP COM NEW 171779309 167,111 7,715,200 SH   SOLE 6,722,220 0 992,980
CISCO SYS INC COM 17275R102 60,721 2,443,517 SH   SOLE 1,281,517 0 1,162,000
CITRIX SYS INC COM 177376100 1,200 19,200 SH   SOLE 19,200 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,389 131,000 SH   SOLE 131,000 0 0
DISCOVER FINL SVCS COM 254709108 1,239 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 38,134 4,408,599 SH   SOLE 3,982,171 0 426,428
E M C CORP MASS COM 268648102 869 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 296,750 5,927,900 SH   SOLE 4,949,900 0 978,000
FEDEX CORP COM 31428X106 6,206 41,000 SH   SOLE 41,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,268 131,000 SH   SOLE 131,000 0 0
FOSTER WHEELER AG COM H27178104 318,132 9,337,627 SH   SOLE 7,838,203 0 1,499,424
GNC HLDGS INC COM CL A 36191G107 1,261 37,000 SH   SOLE 37,000 0 0
GOOGLE INC CL A 38259P508 206,844 353,780 SH   SOLE 291,274 0 62,506
GOOGLE INC CL C 38259P706 204,385 355,280 SH   SOLE 292,774 0 62,506
GROUPON INC COM CL A 399473107 2,078 314,000 SH   SOLE 314,000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 47,065 2,530,408 SH   SOLE 1,389,864 0 1,140,544
HALLIBURTON CO COM 406216101 2,556 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 1,342 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 1,073 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 1,877 33,264 SH   SOLE 33,264 0 0
INFINERA CORPORATION COM 45667G103 27,956 3,038,773 SH   SOLE 2,770,869 0 267,904
INFINITY PHARMACEUTICALS INC COM 45665G303 1,043 81,932 SH   SOLE 81,932 0 0
INTEL CORP COM 458140100 354,299 11,466,000 SH   SOLE 9,374,809 0 2,091,191
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,839 120,000 SH   SOLE 120,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 96,416 1,809,610 SH   SOLE 1,495,561 0 314,049
JOHNSON & JOHNSON COM 478160104 32,202 307,800 SH   SOLE 156,800 0 151,000
KBR INC COM 48242W106 94,206 3,949,943 SH   SOLE 3,349,712 0 600,231
LAUDER ESTEE COS INC CL A 518439104 27,698 373,000 SH   SOLE 373,000 0 0
LINKEDIN CORP COM CL A 53578A108 150,499 877,700 SH   SOLE 731,500 0 146,200
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 49,338 3,443,042 SH   SOLE 3,443,042 0 0
MERCER INTL INC COM 588056101 82,951 7,900,171 SH   SOLE 7,900,171 0 0
MERCK & CO INC NEW COM 58933Y105 9,440 163,190 SH   SOLE 163,190 0 0
MGIC INVT CORP WIS COM 552848103 64,014 6,927,974 SH   SOLE 6,835,611 0 92,363
MICRON TECHNOLOGY INC COM 595112103 11,888 360,800 SH   SOLE 360,800 0 0
MICROSOFT CORP COM 594918104 128,427 3,079,785 SH   SOLE 1,745,785 0 1,334,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 30,594 971,256 SH   SOLE 971,256 0 0
NEWMONT MINING CORP COM 651639106 18,749 737,000 SH   SOLE 666,000 0 71,000
NXP SEMICONDUCTORS N V COM N6596X109 661 10,000 SH   SOLE 10,000 0 0
ORACLE CORP COM 68389X105 1,215 30,000 SH   SOLE 30,000 0 0
OWENS CORNING NEW COM 690742101 773 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 43,767 489,900 SH   SOLE 345,900 0 144,000
PERKINELMER INC COM 714046109 1,765 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,413 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 43,547 1,781,076 SH   SOLE 1,616,379 0 164,697
QIWI PLC SPON ADR REP B 74735M108 60,814 1,507,921 SH   SOLE 1,380,899 0 127,022
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 65,428 2,291,712 SH   SOLE 2,139,522 0 152,190
SENOMYX INC COM 81724Q107 5,604 647,900 SH   SOLE 647,900 0 0
SINA CORP ORD G81477104 213,298 4,285,690 SH   SOLE 3,806,878 0 478,812
SKYWORKS SOLUTIONS INC COM 83088M102 892 19,000 SH   SOLE 19,000 0 0
SOHU COM INC COM 83408W103 89,531 1,551,934 SH   SOLE 1,247,994 0 303,940
SOUFUN HLDGS LTD ADR 836034108 40,184 4,104,650 SH   SOLE 3,511,650 0 593,000
STILLWATER MNG CO COM 86074Q102 270,574 15,417,362 SH   SOLE 12,887,552 0 2,529,810
SUNGY MOBILE LTD ADR REP ORD A 86737M100 3,724 270,089 SH   SOLE 270,089 0 0
SYNERON MEDICAL LTD ORD SHS M87245102 973 94,330 SH   SOLE 94,330 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,050 58,200 SH   SOLE 58,200 0 0
TIFFANY & CO NEW COM 886547108 23,458 234,000 SH   SOLE 234,000 0 0
TIME WARNER INC COM NEW 887317303 17,890 254,666 SH   SOLE 254,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 123,803 9,649,530 SH   SOLE 8,919,287 0 730,243
TRULIA INC COM 897888103 31,773 670,603 SH   SOLE 605,622 0 64,981
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 4,726 303,000 SH   SOLE 303,000 0 0
ULTRA PETROLEUM CORP COM 903914109 1,395 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,196 71,000 SH   SOLE 71,000 0 0
VEECO INSTRS INC DEL COM 922417100 6,520 175,000 SH   SOLE 175,000 0 0
VERASTEM INC COM 92337C104 9,763 1,077,674 SH   SOLE 428,543 0 649,131
VERIZON COMMUNICATIONS INC COM 92343V104 439 9,256 SH   SOLE 9,256 0 0
VISTAPRINT N V SHS N93540107 768 19,000 SH   SOLE 19,000 0 0
YANDEX N V SHS CLASS A N97284108 133,774 3,753,500 SH   SOLE 3,171,700 0 581,800
YOUKU TUDOU INC SPONSORED ADR 98742U100 253,811 10,637,538 SH   SOLE 9,537,587 0 1,099,951
YY INC ADS REPCOM CLA 98426T106 5,738 76,000 SH   SOLE 76,000 0 0
ZILLOW INC CL A 98954A107 68,502 479,271 SH   SOLE 433,160 0 46,111