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 26,103 737,556 SH   SOLE 416,574 0 320,982
ADECOAGRO S A COM L00849106 117 10,166 SH   SOLE 8,285 0 1,881
ADOBE SYS INC COM 00724F101 33,352 256,292 SH   SOLE 126,793 0 129,499
ADVANCE AUTO PARTS INC COM 00751Y106 58,509 394,634 SH   SOLE 194,535 0 200,099
AGRIUM INC COM 008916108 2,228 23,321 SH   SOLE 18,895 0 4,426
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,122 38,228 SH   SOLE 38,228 0 0
AMBEV SA SPONSORED ADR 02319V103 587 101,902 SH   SOLE 81,045 0 20,857
ANDERSONS INC COM 034164103 506 13,364 SH   SOLE 10,718 0 2,646
APPLE INC COM 037833100 86,012 598,732 SH   SOLE 298,801 0 299,931
ARAMARK COM 03852U106 68,916 1,869,238 SH   SOLE 926,105 0 943,133
ARCHER DANIELS MIDLAND CO COM 039483102 435 9,453 SH   SOLE 7,600 0 1,853
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 26,994 978,077 SH   SOLE 500,083 0 477,994
BANK AMER CORP COM 060505104 26,701 1,131,884 SH   SOLE 562,827 0 569,057
BIOGEN INC COM 09062X103 23,807 87,071 SH   SOLE 42,692 0 44,379
BRUNSWICK CORP COM 117043109 40,701 665,061 SH   SOLE 327,906 0 337,155
BUNGE LIMITED COM G16962105 1,118 14,116 SH   SOLE 11,575 0 2,541
CBRE GROUP INC CL A 12504L109 45,442 1,306,163 SH   SOLE 651,076 0 655,087
CELGENE CORP COM 151020104 55,778 448,251 SH   SOLE 218,280 0 229,971
CERNER CORP COM 156782104 60,776 1,032,769 SH   SOLE 507,794 0 524,975
CF INDS HLDGS INC COM 125269100 42,951 1,463,333 SH   SOLE 745,591 0 717,742
COHEN & STEERS INC COM 19247A100 21,726 543,536 SH   SOLE 269,073 0 274,463
COMCAST CORP NEW CL A 20030N101 77,454 2,060,525 SH   SOLE 1,013,779 0 1,046,746
CREDICORP LTD COM G2519Y108 6,597 40,401 SH   SOLE 40,401 0 0
CRITEO S A SPONS ADS 226718104 29,399 588,046 SH   SOLE 293,030 0 295,016
DARLING INGREDIENTS INC COM 237266101 260 17,884 SH   SOLE 14,576 0 3,308
EBAY INC COM 278642103 74,632 2,223,205 SH   SOLE 1,096,279 0 1,126,926
FORTINET INC COM 34959E109 48,231 1,257,671 SH   SOLE 621,387 0 636,284
GENERAL MTRS CO COM 37045V100 64,531 1,824,953 SH   SOLE 901,151 0 923,802
GILEAD SCIENCES INC COM 375558103 57,305 843,739 SH   SOLE 417,428 0 426,311
GOLDMAN SACHS GROUP INC COM 38141G104 24,424 106,320 SH   SOLE 52,744 0 53,576
HAIN CELESTIAL GROUP INC COM 405217100 535 14,369 SH   SOLE 11,664 0 2,705
HARLEY DAVIDSON INC COM 412822108 30,897 510,726 SH   SOLE 254,790 0 255,936
HERSHEY CO COM 427866108 270 2,472 SH   SOLE 2,007 0 465
ICICI BK LTD ADR 45104G104 97,869 11,380,121 SH   SOLE 5,609,683 0 5,770,438
JD COM INC SPON ADR CL A 47215P106 38,929 1,251,339 SH   SOLE 700,326 0 551,013
JOHNSON CTLS INTL PLC SHS G51502105 68,939 1,636,679 SH   SOLE 812,230 0 824,449
JPMORGAN CHASE & CO COM 46625H100 23,996 273,147 SH   SOLE 135,470 0 137,677
KELLOGG CO COM 487836108 81,365 1,120,569 SH   SOLE 555,152 0 565,417
LABORATORY CORP AMER HLDGS COM NEW 50540R409 91,174 635,492 SH   SOLE 303,558 0 331,934
LAMB WESTON HLDGS INC COM 513272104 242 5,735 SH   SOLE 4,650 0 1,085
LAUDER ESTEE COS INC CL A 518439104 73,486 866,682 SH   SOLE 431,479 0 435,203
LAZARD LTD SHS A G54050102 41,831 909,545 SH   SOLE 667,566 0 241,979
LIONS GATE ENTMNT CORP CL A VTG 535919401 14,879 560,191 SH   SOLE 275,555 0 284,636
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 13,658 560,225 SH   SOLE 275,589 0 284,636
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,458 71,036 SH   SOLE 71,036 0 0
MARSH & MCLENNAN COS INC COM 571748102 65,310 883,914 SH   SOLE 435,847 0 448,067
MEDIDATA SOLUTIONS INC COM 58471A105 50,251 871,049 SH   SOLE 421,125 0 449,924
MEDTRONIC PLC SHS G5960L103 40,756 505,928 SH   SOLE 250,195 0 255,733
MOHAWK INDS INC COM 608190104 66,485 289,702 SH   SOLE 143,240 0 146,462
MONDELEZ INTL INC CL A 609207105 273 6,342 SH   SOLE 5,136 0 1,206
MONSANTO CO NEW COM 61166W101 45,311 400,285 SH   SOLE 201,092 0 199,193
MOSAIC CO NEW COM 61945C103 25,950 889,284 SH   SOLE 462,138 0 427,146
NEWMONT MINING CORP COM 651639106 104,474 3,169,749 SH   SOLE 1,571,138 0 1,598,611
NIKE INC CL B 654106103 115,010 2,063,701 SH   SOLE 1,023,315 0 1,040,386
NOMAD HLDGS LTD USD ORD SHS G6564A105 836 73,009 SH   SOLE 48,589 0 24,420
NOODLES & CO CL A 65540B105 85 14,889 SH   SOLE 12,041 0 2,848
ORACLE CORP COM 68389X105 123,680 2,772,523 SH   SOLE 1,382,002 0 1,390,521
POTASH CORP SASK INC COM 73755L107 60,095 3,518,398 SH   SOLE 1,764,683 0 1,753,715
RALPH LAUREN CORP CL A 751212101 49,140 602,071 SH   SOLE 298,275 0 303,796
RH COM 74967X103 24,539 530,463 SH   SOLE 263,009 0 267,454
ROPER TECHNOLOGIES INC COM 776696106 67,343 326,128 SH   SOLE 161,450 0 164,678
STANLEY BLACK & DECKER INC COM 854502101 42,339 318,642 SH   SOLE 159,821 0 158,821
STERICYCLE INC COM 858912108 70,646 852,271 SH   SOLE 421,890 0 430,381
SUNOPTA INC COM 8676EP108 627 90,125 SH   SOLE 73,059 0 17,066
T MOBILE US INC COM 872590104 30,486 471,999 SH   SOLE 237,709 0 234,290
THERMO FISHER SCIENTIFIC INC COM 883556102 74,767 486,764 SH   SOLE 216,862 0 269,902
TIFFANY & CO NEW COM 886547108 58,050 609,135 SH   SOLE 301,257 0 307,878
TIME WARNER INC COM NEW 887317303 35,459 362,927 SH   SOLE 177,013 0 185,914
TRANSDIGM GROUP INC COM 893641100 39,872 181,107 SH   SOLE 89,455 0 91,652
TREEHOUSE FOODS INC COM 89469A104 852 10,070 SH   SOLE 8,165 0 1,905
TRIPADVISOR INC COM 896945201 17,286 400,506 SH   SOLE 198,115 0 202,391
UNITED NAT FOODS INC COM 911163103 346 7,994 SH   SOLE 6,515 0 1,479
V F CORP COM 918204108 48,095 874,957 SH   SOLE 430,656 0 444,301
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 31,218 2,340,095 SH   SOLE 1,332,045 0 1,008,050
YAHOO INC COM 984332106 49,925 1,075,731 SH   SOLE 535,341 0 540,390