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
58 COM INC SPON ADR REP A 31680Q104 20,847 437,379 SH   SOLE 272,840 0 164,539
ADECOAGRO S A COM L00849106 133 11,701 SH   SOLE 8,266 0 3,435
ADOBE SYS INC COM 00724F101 38,137 351,351 SH   SOLE 197,611 0 153,740
ADVANCE AUTO PARTS INC COM 00751Y106 51,643 346,318 SH   SOLE 194,248 0 152,070
AGRIUM INC COM 008916108 3,151 34,752 SH   SOLE 24,725 0 10,027
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,862 27,052 SH   SOLE 27,052 0 0
AMBEV SA SPONSORED ADR 02319V103 3,994 655,908 SH   SOLE 616,640 0 39,268
ANDERSONS INC COM 034164103 1,073 29,644 SH   SOLE 20,533 0 9,111
APPLE INC COM 037833100 156,147 1,381,223 SH   SOLE 780,039 0 601,184
ARAMARK COM 03852U106 56,568 1,487,416 SH   SOLE 838,844 0 648,572
ARCHER DANIELS MIDLAND CO COM 039483102 456 10,825 SH   SOLE 7,519 0 3,306
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 26,582 977,192 SH   SOLE 567,814 0 409,378
BANK AMER CORP COM 060505104 131,390 8,395,494 SH   SOLE 4,748,303 0 3,647,191
BIOGEN INC COM 09062X103 30,753 98,238 SH   SOLE 54,905 0 43,333
BRUNSWICK CORP COM 117043109 52,445 1,075,105 SH   SOLE 604,315 0 470,790
BUNGE LIMITED COM G16962105 1,848 31,211 SH   SOLE 21,766 0 9,445
CBRE GROUP INC CL A 12504L109 33,075 1,182,091 SH   SOLE 671,690 0 510,401
CELGENE CORP COM 151020104 35,194 336,677 SH   SOLE 184,089 0 152,588
CEMEX SAB DE CV SPON ADR NEW 151290889 90 11,347 SH   SOLE 0 0 11,347
CERNER CORP COM 156782104 87,822 1,422,214 SH   SOLE 798,899 0 623,315
CF INDS HLDGS INC COM 125269100 68,336 2,806,447 SH   SOLE 1,600,032 0 1,206,415
COMCAST CORP NEW CL A 20030N101 67,708 1,020,621 SH   SOLE 570,163 0 450,458
CONAGRA FOODS INC COM 205887102 287 6,085 SH   SOLE 4,217 0 1,868
CREDICORP LTD COM G2519Y108 4,084 26,829 SH   SOLE 26,829 0 0
DARLING INGREDIENTS INC COM 237266101 266 19,730 SH   SOLE 14,541 0 5,189
EBAY INC COM 278642103 114,235 3,472,192 SH   SOLE 1,951,260 0 1,520,932
F M C CORP COM NEW 302491303 260 5,383 SH   SOLE 3,754 0 1,629
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 27,339 3,866,794 SH   SOLE 2,192,368 0 1,674,426
FIRSTCASH INC COM 33767D105 2,168 46,048 SH   SOLE 46,048 0 0
FORTINET INC COM 34959E109 42,264 1,144,483 SH   SOLE 642,388 0 502,095
GENERAL MTRS CO COM 37045V100 99,551 3,133,508 SH   SOLE 1,760,113 0 1,373,395
GILEAD SCIENCES INC COM 375558103 53,172 672,050 SH   SOLE 378,345 0 293,705
GOLDMAN SACHS GROUP INC COM 38141G104 135,553 840,530 SH   SOLE 473,699 0 366,831
HARLEY DAVIDSON INC COM 412822108 75,646 1,438,388 SH   SOLE 811,563 0 626,825
HERSHEY CO COM 427866108 312 3,261 SH   SOLE 2,366 0 895
ICICI BK LTD ADR 45104G104 126,773 16,971,032 SH   SOLE 9,526,363 0 7,444,669
ISRAEL CHEMICALS LTD SHS M5920A109 48 12,307 SH   SOLE 9,925 0 2,382
JD COM INC SPON ADR CL A 47215P106 92,348 3,539,530 SH   SOLE 2,049,315 0 1,490,215
JOHNSON CTLS INTL PLC SHS G51502105 35,657 766,318 SH   SOLE 430,791 0 335,527
JPMORGAN CHASE & CO COM 46625H100 143,193 2,150,377 SH   SOLE 1,214,124 0 936,253
KELLOGG CO COM 487836108 35,734 461,285 SH   SOLE 260,677 0 200,608
LABORATORY CORP AMER HLDGS COM NEW 50540R409 102,729 747,233 SH   SOLE 408,431 0 338,802
LAUDER ESTEE COS INC CL A 518439104 55,952 631,811 SH   SOLE 358,448 0 273,363
LAZARD LTD SHS A G54050102 49,090 1,350,123 SH   SOLE 1,048,456 0 301,667
LIONS GATE ENTMNT CORP COM NEW 535919203 21,421 1,071,699 SH   SOLE 600,569 0 471,130
MARSH & MCLENNAN COS INC COM 571748102 75,488 1,122,502 SH   SOLE 630,637 0 491,865
MEAD JOHNSON NUTRITION CO COM 582839106 3,708 46,936 SH   SOLE 46,936 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 40,179 720,569 SH   SOLE 395,112 0 325,457
MOHAWK INDS INC COM 608190104 58,409 291,549 SH   SOLE 163,111 0 128,438
MONDELEZ INTL INC CL A 609207105 24,947 568,248 SH   SOLE 318,222 0 250,026
MONSANTO CO NEW COM 61166W101 136,506 1,335,676 SH   SOLE 755,917 0 579,759
MOSAIC CO NEW COM 61945C103 40,355 1,649,872 SH   SOLE 947,819 0 702,053
NIKE INC CL B 654106103 107,512 2,042,036 SH   SOLE 1,151,379 0 890,657
NOODLES & CO CL A 65540B105 83 17,492 SH   SOLE 12,012 0 5,480
ORACLE CORP COM 68389X105 90,366 2,300,556 SH   SOLE 1,314,557 0 985,999
POTASH CORP SASK INC COM 73755L107 83,822 5,136,260 SH   SOLE 2,898,160 0 2,238,100
RALPH LAUREN CORP CL A 751212101 45,832 453,147 SH   SOLE 254,693 0 198,454
RESTORATION HARDWARE HLDGS I COM 761283100 34,007 983,427 SH   SOLE 555,281 0 428,146
ROPER TECHNOLOGIES INC COM 776696106 65,160 357,104 SH   SOLE 201,602 0 155,502
STANLEY BLACK & DECKER INC COM 854502101 46,768 380,295 SH   SOLE 217,752 0 162,543
STERICYCLE INC COM 858912108 47,463 592,268 SH   SOLE 331,943 0 260,325
SUNOPTA INC COM 8676EP108 773 109,543 SH   SOLE 76,264 0 33,279
T MOBILE US INC COM 872590104 40,635 869,780 SH   SOLE 493,911 0 375,869
THERMO FISHER SCIENTIFIC INC COM 883556102 72,938 458,565 SH   SOLE 232,235 0 226,330
TIFFANY & CO NEW COM 886547108 74,841 1,030,424 SH   SOLE 581,080 0 449,344
TIME WARNER INC COM NEW 887317303 65,755 825,943 SH   SOLE 462,822 0 363,121
TRANSDIGM GROUP INC COM 893641100 36,136 124,986 SH   SOLE 70,333 0 54,653
TREEHOUSE FOODS INC COM 89469A104 664 7,617 SH   SOLE 5,293 0 2,324
UNITED NAT FOODS INC COM 911163103 368 9,204 SH   SOLE 6,500 0 2,704
US FOODS HLDG CORP COM 912008109 24,180 1,024,156 SH   SOLE 577,240 0 446,916
V F CORP COM 918204108 52,607 938,585 SH   SOLE 526,414 0 412,171