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 11,562 412,923 SH   SOLE 248,384 0 164,539
ADECOAGRO S A COM L00849106 119 11,460 SH   SOLE 8,025 0 3,435
ADOBE SYS INC COM 00724F101 31,924 310,098 SH   SOLE 156,358 0 153,740
ADVANCE AUTO PARTS INC COM 00751Y106 44,941 265,731 SH   SOLE 133,435 0 132,296
AGRIUM INC COM 008916108 3,249 32,313 SH   SOLE 32,313 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,416 50,290 SH   SOLE 50,290 0 0
AMBEV SA SPONSORED ADR 02319V103 570 116,138 SH   SOLE 78,498 0 37,640
ANDERSONS INC COM 034164103 775 17,340 SH   SOLE 10,382 0 6,958
APPLE INC COM 037833100 134,761 1,163,547 SH   SOLE 592,601 0 570,946
ARAMARK COM 03852U106 54,418 1,523,453 SH   SOLE 767,604 0 755,849
ARCHER DANIELS MIDLAND CO COM 039483102 504 11,039 SH   SOLE 7,361 0 3,678
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 30,328 1,019,392 SH   SOLE 530,221 0 489,171
BANK AMER CORP COM 060505104 39,698 1,796,213 SH   SOLE 908,714 0 887,499
BIOGEN INC COM 09062X103 20,528 72,387 SH   SOLE 36,167 0 36,220
BRUNSWICK CORP COM 117043109 42,834 785,363 SH   SOLE 395,424 0 389,939
BUNGE LIMITED COM G16962105 1,978 27,383 SH   SOLE 18,728 0 8,655
CBRE GROUP INC CL A 12504L109 38,063 1,208,795 SH   SOLE 615,656 0 593,139
CELGENE CORP COM 151020104 34,526 298,287 SH   SOLE 145,699 0 152,588
CERNER CORP COM 156782104 63,995 1,350,971 SH   SOLE 679,115 0 671,856
CF INDS HLDGS INC COM 125269100 78,741 2,501,266 SH   SOLE 1,285,453 0 1,215,813
COMCAST CORP NEW CL A 20030N101 74,177 1,074,235 SH   SOLE 539,560 0 534,675
CONAGRA BRANDS INC COM 205887102 231 5,842 SH   SOLE 4,028 0 1,814
CREDICORP LTD COM G2519Y108 6,377 40,401 SH   SOLE 40,401 0 0
CRITEO S A SPONS ADS 226718104 25,208 613,626 SH   SOLE 312,106 0 301,520
DARLING INGREDIENTS INC COM 237266101 249 19,307 SH   SOLE 14,118 0 5,189
EBAY INC COM 278642103 90,969 3,063,946 SH   SOLE 1,543,014 0 1,520,932
F M C CORP COM NEW 302491303 256 4,534 SH   SOLE 2,905 0 1,629
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 6,815 709,067 SH   SOLE 365,771 0 343,296
FIRSTCASH INC COM 33767D105 2,987 63,571 SH   SOLE 63,571 0 0
FORTINET INC COM 34959E109 34,821 1,156,040 SH   SOLE 583,131 0 572,909
GENERAL MTRS CO COM 37045V100 79,987 2,295,793 SH   SOLE 1,154,323 0 1,141,470
GILEAD SCIENCES INC COM 375558103 63,028 880,164 SH   SOLE 444,505 0 435,659
GOLDMAN SACHS GROUP INC COM 38141G104 45,324 189,292 SH   SOLE 96,340 0 92,952
HAIN CELESTIAL GROUP INC COM 405217100 502 12,847 SH   SOLE 8,860 0 3,987
HARLEY DAVIDSON INC COM 412822108 31,058 532,353 SH   SOLE 270,743 0 261,610
HERSHEY CO COM 427866108 294 2,838 SH   SOLE 1,943 0 895
ICICI BK LTD ADR 45104G104 88,841 11,861,393 SH   SOLE 5,967,411 0 5,893,982
JD COM INC SPON ADR CL A 47215P106 74,138 2,914,260 SH   SOLE 1,565,487 0 1,348,773
JOHNSON CTLS INTL PLC SHS G51502105 42,966 1,043,153 SH   SOLE 529,097 0 514,056
JPMORGAN CHASE & CO COM 46625H100 66,666 772,572 SH   SOLE 395,489 0 377,083
KELLOGG CO COM 487836108 48,555 658,739 SH   SOLE 331,344 0 327,395
LABORATORY CORP AMER HLDGS COM NEW 50540R409 84,956 661,733 SH   SOLE 322,931 0 338,802
LAUDER ESTEE COS INC CL A 518439104 64,548 843,880 SH   SOLE 428,846 0 415,034
LAZARD LTD SHS A G54050102 46,444 1,130,255 SH   SOLE 828,588 0 301,667
LIONS GATE ENTMNT CORP CL A VTG 535919401 15,718 584,315 SH   SOLE 293,527 0 290,788
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 14,338 584,315 SH   SOLE 293,527 0 290,788
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,982 89,279 SH   SOLE 89,279 0 0
MARSH & MCLENNAN COS INC COM 571748102 62,327 922,116 SH   SOLE 464,104 0 458,012
MEDIDATA SOLUTIONS INC COM 58471A105 31,702 638,239 SH   SOLE 312,782 0 325,457
MEDTRONIC PLC SHS G5960L103 23,308 327,214 SH   SOLE 165,582 0 161,632
MOHAWK INDS INC COM 608190104 60,316 302,065 SH   SOLE 152,405 0 149,660
MONDELEZ INTL INC CL A 609207105 281 6,336 SH   SOLE 4,438 0 1,898
MONSANTO CO NEW COM 61166W101 152,081 1,445,481 SH   SOLE 737,258 0 708,223
MOSAIC CO NEW COM 61945C103 35,017 1,193,881 SH   SOLE 622,006 0 571,875
NEWMONT MINING CORP COM 651639106 84,743 2,487,359 SH   SOLE 1,258,096 0 1,229,263
NIKE INC CL B 654106103 109,430 2,152,871 SH   SOLE 1,089,748 0 1,063,123
NOMAD HLDGS LTD USD ORD SHS G6564A105 564 58,900 SH   SOLE 37,685 0 21,215
NOODLES & CO CL A 65540B105 70 17,142 SH   SOLE 11,662 0 5,480
ORACLE CORP COM 68389X105 96,011 2,497,048 SH   SOLE 1,268,948 0 1,228,100
POTASH CORP SASK INC COM 73755L107 87,552 4,839,761 SH   SOLE 2,456,208 0 2,383,553
RALPH LAUREN CORP CL A 751212101 42,525 470,833 SH   SOLE 238,009 0 232,824
RESTORATION HARDWARE HLDGS I COM 761283100 22,815 743,173 SH   SOLE 376,256 0 366,917
ROPER TECHNOLOGIES INC COM 776696106 62,292 340,244 SH   SOLE 171,961 0 168,283
STANLEY BLACK & DECKER INC COM 854502101 38,159 332,713 SH   SOLE 170,170 0 162,543
STERICYCLE INC COM 858912108 51,428 667,536 SH   SOLE 337,511 0 330,025
SUNOPTA INC COM 8676EP108 734 104,042 SH   SOLE 70,763 0 33,279
T MOBILE US INC COM 872590104 44,110 766,961 SH   SOLE 391,092 0 375,869
THERMO FISHER SCIENTIFIC INC COM 883556102 64,316 455,824 SH   SOLE 205,626 0 250,198
TIFFANY & CO NEW COM 886547108 70,255 907,331 SH   SOLE 457,987 0 449,344
TIME WARNER INC COM NEW 887317303 80,711 836,112 SH   SOLE 417,643 0 418,469
TRANSDIGM GROUP INC COM 893641100 36,373 146,105 SH   SOLE 73,742 0 72,363
TREEHOUSE FOODS INC COM 89469A104 827 11,459 SH   SOLE 7,908 0 3,551
UNITED NAT FOODS INC COM 911163103 430 9,015 SH   SOLE 6,311 0 2,704
US FOODS HLDG CORP COM 912008109 24,918 906,715 SH   SOLE 459,339 0 447,376
V F CORP COM 918204108 48,703 912,874 SH   SOLE 458,829 0 454,045