The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 24,361 | 552,220 | SH | SOLE | 333,926 | 0 | 218,294 | ||
| ADOBE SYS INC | COM | 00724F101 | 20,466 | 144,700 | SH | SOLE | 74,075 | 0 | 70,625 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 53,886 | 462,180 | SH | SOLE | 237,906 | 0 | 224,274 | ||
| AGRIUM INC | COM | 008916108 | 1,772 | 19,586 | SH | SOLE | 16,047 | 0 | 3,539 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,386 | 38,228 | SH | SOLE | 38,228 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 49,283 | 904,596 | SH | SOLE | 468,144 | 0 | 436,452 | ||
| AMBEV SA | SPONSORED ADR | 02319V103 | 490 | 89,203 | SH | SOLE | 71,531 | 0 | 17,672 | ||
| ANDERSONS INC | COM | 034164103 | 398 | 11,661 | SH | SOLE | 9,460 | 0 | 2,201 | ||
| APPLE INC | COM | 037833100 | 45,876 | 318,543 | SH | SOLE | 167,327 | 0 | 151,216 | ||
| ARAMARK | COM | 03852U106 | 74,873 | 1,827,076 | SH | SOLE | 946,091 | 0 | 880,985 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 342 | 8,248 | SH | SOLE | 6,708 | 0 | 1,540 | ||
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 24,677 | 803,815 | SH | SOLE | 421,408 | 0 | 382,407 | ||
| BIOGEN INC | COM | 09062X103 | 28,525 | 105,121 | SH | SOLE | 54,157 | 0 | 50,964 | ||
| BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 57,533 | 1,725,155 | SH | SOLE | 1,304,141 | 0 | 421,014 | ||
| BRUNSWICK CORP | COM | 117043109 | 40,927 | 652,424 | SH | SOLE | 334,828 | 0 | 317,596 | ||
| BUNGE LIMITED | COM | G16962105 | 689 | 9,232 | SH | SOLE | 7,669 | 0 | 1,563 | ||
| CBRE GROUP INC | CL A | 12504L109 | 52,084 | 1,430,857 | SH | SOLE | 740,562 | 0 | 690,295 | ||
| CELGENE CORP | COM | 151020104 | 68,995 | 531,268 | SH | SOLE | 274,215 | 0 | 257,053 | ||
| CERNER CORP | COM | 156782104 | 56,365 | 847,958 | SH | SOLE | 438,698 | 0 | 409,260 | ||
| CF INDS HLDGS INC | COM | 125269100 | 50,332 | 1,800,139 | SH | SOLE | 948,525 | 0 | 851,614 | ||
| COHEN & STEERS INC | COM | 19247A100 | 25,845 | 637,519 | SH | SOLE | 327,343 | 0 | 310,176 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 78,470 | 2,016,200 | SH | SOLE | 1,035,367 | 0 | 980,833 | ||
| CREDICORP LTD | COM | G2519Y108 | 7,247 | 40,401 | SH | SOLE | 40,401 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 28,402 | 579,034 | SH | SOLE | 299,175 | 0 | 279,859 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 245 | 15,616 | SH | SOLE | 12,865 | 0 | 2,751 | ||
| EBAY INC | COM | 278642103 | 76,394 | 2,187,685 | SH | SOLE | 1,129,777 | 0 | 1,057,908 | ||
| FORTINET INC | COM | 34959E109 | 34,558 | 922,993 | SH | SOLE | 477,823 | 0 | 445,170 | ||
| GENERAL MTRS CO | COM | 37045V100 | 26,258 | 751,735 | SH | SOLE | 390,537 | 0 | 361,198 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 74,069 | 1,046,497 | SH | SOLE | 539,055 | 0 | 507,442 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 76,093 | 342,915 | SH | SOLE | 177,866 | 0 | 165,049 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 487 | 12,545 | SH | SOLE | 10,295 | 0 | 2,250 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 26,957 | 499,034 | SH | SOLE | 260,479 | 0 | 238,555 | ||
| HERSHEY CO | COM | 427866108 | 232 | 2,158 | SH | SOLE | 1,771 | 0 | 387 | ||
| ICICI BK LTD | ADR | 45104G104 | 87,044 | 9,703,943 | SH | SOLE | 5,019,811 | 0 | 4,684,132 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 30,723 | 783,386 | SH | SOLE | 483,745 | 0 | 299,641 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 69,716 | 1,607,862 | SH | SOLE | 829,784 | 0 | 778,078 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 70,406 | 770,311 | SH | SOLE | 385,195 | 0 | 385,116 | ||
| KELLOGG CO | COM | 487836108 | 86,403 | 1,243,920 | SH | SOLE | 641,384 | 0 | 602,536 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 80,200 | 520,315 | SH | SOLE | 260,054 | 0 | 260,261 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 221 | 5,006 | SH | SOLE | 4,104 | 0 | 902 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 81,530 | 849,444 | SH | SOLE | 440,888 | 0 | 408,556 | ||
| LAZARD LTD | SHS A | G54050102 | 44,993 | 971,166 | SH | SOLE | 739,924 | 0 | 231,242 | ||
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 20,770 | 735,976 | SH | SOLE | 379,296 | 0 | 356,680 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 14,377 | 547,036 | SH | SOLE | 281,440 | 0 | 265,596 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 4,503 | 134,212 | SH | SOLE | 134,212 | 0 | 0 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 67,055 | 860,135 | SH | SOLE | 445,126 | 0 | 415,009 | ||
| MATCH GROUP INC | COM | 57665R106 | 7,129 | 410,189 | SH | SOLE | 213,948 | 0 | 196,241 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 39,215 | 501,467 | SH | SOLE | 254,571 | 0 | 246,896 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 44,036 | 496,182 | SH | SOLE | 255,740 | 0 | 240,442 | ||
| MOHAWK INDS INC | COM | 608190104 | 78,612 | 325,251 | SH | SOLE | 167,861 | 0 | 157,390 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 239 | 5,536 | SH | SOLE | 4,533 | 0 | 1,003 | ||
| MONSANTO CO NEW | COM | 61166W101 | 33,117 | 279,802 | SH | SOLE | 144,849 | 0 | 134,953 | ||
| MOSAIC CO NEW | COM | 61945C103 | 27,176 | 1,190,431 | SH | SOLE | 637,259 | 0 | 553,172 | ||
| NEWMONT MINING CORP | COM | 651639106 | 131,868 | 4,071,299 | SH | SOLE | 2,103,634 | 0 | 1,967,665 | ||
| NIKE INC | CL B | 654106103 | 180,873 | 3,065,651 | SH | SOLE | 1,586,615 | 0 | 1,479,036 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 923 | 65,439 | SH | SOLE | 42,886 | 0 | 22,553 | ||
| NOODLES & CO | COM CL A | 65540B105 | 50 | 12,996 | SH | SOLE | 10,627 | 0 | 2,369 | ||
| ORACLE CORP | COM | 68389X105 | 135,283 | 2,698,101 | SH | SOLE | 1,410,651 | 0 | 1,287,450 | ||
| POTASH CORP SASK INC | COM | 73755L107 | 63,272 | 3,881,793 | SH | SOLE | 2,034,116 | 0 | 1,847,677 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 50,327 | 681,935 | SH | SOLE | 351,796 | 0 | 330,139 | ||
| RH | COM | 74967X103 | 22,467 | 348,194 | SH | SOLE | 180,984 | 0 | 167,210 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 73,750 | 318,539 | SH | SOLE | 164,809 | 0 | 153,730 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 43,659 | 310,228 | SH | SOLE | 162,917 | 0 | 147,311 | ||
| STERICYCLE INC | COM | 858912108 | 63,766 | 835,477 | SH | SOLE | 430,892 | 0 | 404,585 | ||
| SUNOPTA INC | COM | 8676EP108 | 795 | 77,951 | SH | SOLE | 63,760 | 0 | 14,191 | ||
| T MOBILE US INC | COM | 872590104 | 27,980 | 461,551 | SH | SOLE | 242,800 | 0 | 218,751 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 83,141 | 476,539 | SH | SOLE | 220,979 | 0 | 255,560 | ||
| TIFFANY & CO NEW | COM | 886547108 | 55,868 | 595,180 | SH | SOLE | 307,727 | 0 | 287,453 | ||
| TIME WARNER INC | COM NEW | 887317303 | 25,574 | 254,690 | SH | SOLE | 131,188 | 0 | 123,502 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 47,691 | 177,378 | SH | SOLE | 91,271 | 0 | 86,107 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 718 | 8,791 | SH | SOLE | 7,207 | 0 | 1,584 | ||
| TRIPADVISOR INC | COM | 896945201 | 24,756 | 648,096 | SH | SOLE | 334,080 | 0 | 314,016 | ||
| TYSON FOODS INC | CL A | 902494103 | 262 | 4,180 | SH | SOLE | 3,415 | 0 | 765 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 256 | 6,981 | SH | SOLE | 5,751 | 0 | 1,230 | ||
| V F CORP | COM | 918204108 | 49,134 | 852,997 | SH | SOLE | 439,953 | 0 | 413,044 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 24,288 | 2,302,201 | SH | SOLE | 1,353,222 | 0 | 948,979 | ||