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
ALON USA ENERGY INC COM 020520102 7,098 478,276 SH   SOLE   478,276 0 0
ALPHABET INC CAP STK CL A 02079K305 16,719 21,490 SH   SOLE   21,490 0 0
AMAZON COM INC COM 023135106 26,488 39,190 SH   SOLE   39,190 0 0
AMERISAFE INC COM 03071H100 12,061 236,947 SH   SOLE   236,947 0 0
AMPHENOL CORP NEW CL A 032095101 21,649 414,487 SH   SOLE   414,487 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 10,663 178,196 SH   SOLE   178,196 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 320,769 7,090,386 SH   SOLE   7,090,386 0 0
ASSOCIATED BANC CORP COM 045487105 12,645 674,378 SH   SOLE   674,378 0 0
AVISTA CORP COM 05379B107 8,252 233,293 SH   SOLE   233,293 0 0
BARNES GROUP INC COM 067806109 12,322 348,193 SH   SOLE   348,193 0 0
BBCN BANCORP INC COM 073295107 7,924 460,181 SH   SOLE   460,181 0 0
BRF SA SPONSORED ADR 10552T107 3,932 284,512 SH   SOLE   284,512 0 0
BRINKER INTL INC COM 109641100 9,430 196,676 SH   SOLE   196,676 0 0
BROOKS AUTOMATION INC COM 114340102 16,626 1,556,795 SH   SOLE   1,556,795 0 0
BROWN FORMAN CORP CL B 115637209 25,948 261,364 SH   SOLE   261,364 0 0
CALAMOS ASSET MGMT INC CL A 12811R104 6,950 717,977 SH   SOLE   717,977 0 0
CALATLANTIC GROUP INC COM 128195104 11,569 305,088 SH   SOLE   305,088 0 0
CANADIAN NATL RY CO COM 136375102 15,592 279,025 SH   SOLE   279,025 0 0
CANADIAN PAC RY LTD COM 13645T100 256,404 2,009,431 SH   SOLE   2,009,431 0 0
CHEVRON CORP NEW COM 166764100 202 2,245 SH   SOLE   2,245 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 8,655 60,753 SH   SOLE   60,753 0 0
CNO FINL GROUP INC COM 12621E103 20,951 1,097,465 SH   SOLE   1,097,465 0 0
COGNEX CORP COM 192422103 21,537 637,736 SH   SOLE   637,736 0 0
COMMERCIAL METALS CO COM 201723103 8,173 597,007 SH   SOLE   597,007 0 0
AMBEV SA SPONSORED ADR 02319V103 5,384 1,207,281 SH   SOLE   1,207,281 0 0
COOPER COS INC COM NEW 216648402 28,239 210,426 SH   SOLE   210,426 0 0
CORE LABORATORIES N V COM N22717107 346,713 3,188,453 SH   SOLE   3,188,453 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,148 137,137 SH   SOLE   137,137 0 0
COWEN GROUP INC NEW CL A 223622101 12,058 3,148,337 SH   SOLE   3,148,337 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 16,183 187,195 SH   SOLE   187,195 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 367,009 7,921,613 SH   SOLE   7,921,613 0 0
CUBIC CORP COM 229669106 11,266 238,450 SH   SOLE   238,450 0 0
CVB FINL CORP COM 126600105 18,589 1,098,639 SH   SOLE   1,098,639 0 0
DISNEY WALT CO COM DISNEY 254687106 579 5,512 SH   SOLE   5,512 0 0
EAST WEST BANCORP INC COM 27579R104 7,446 179,175 SH   SOLE   179,175 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,916 64,849 SH   SOLE   64,849 0 0
EPAM SYS INC COM 29414B104 3,888 49,450 SH   SOLE   49,450 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 24,983 285,810 SH   SOLE   285,810 0 0
FACEBOOK INC CL A 30303M102 25,615 244,741 SH   SOLE   244,741 0 0
FINISH LINE INC CL A 317923100 7,734 427,772 SH   SOLE   427,772 0 0
FNB CORP PA COM 302520101 13,012 975,419 SH   SOLE   975,419 0 0
GATX CORP COM 361448103 7,810 183,543 SH   SOLE   183,543 0 0
GLACIER BANCORP INC NEW COM 37637Q105 8,147 310,847 SH   SOLE   310,847 0 0
GLOBAL INDEMNITY PLC SHS G39319101 11,275 388,531 SH   SOLE   388,531 0 0
GLOBANT S A COM L44385109 2,087 55,651 SH   SOLE   55,651 0 0
GRAN TIERRA ENERGY INC COM 38500T101 3,305 1,522,894 SH   SOLE   1,522,894 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 14,744 194,776 SH   SOLE   194,776 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 6,526 239,841 SH   SOLE   239,841 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 207,297 3,365,222 SH   SOLE   3,365,222 0 0
ICON PLC SHS G4705A100 348,876 4,490,038 SH   SOLE   4,490,038 0 0
ICU MED INC COM 44930G107 10,840 96,115 SH   SOLE   96,115 0 0
INSIGHT ENTERPRISES INC COM 45765U103 12,715 506,190 SH   SOLE   506,190 0 0
IPG PHOTONICS CORP COM 44980X109 19,408 217,680 SH   SOLE   217,680 0 0
ISHARES TR MSCI EAFE ETF 464287465 17,705 301,508 SH   SOLE   301,508 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,812 77,836 SH   SOLE   77,836 0 0
LACLEDE GROUP INC COM 505597104 11,539 194,220 SH   SOLE   194,220 0 0
LAZARD LTD SHS A G54050102 206,556 4,589,113 SH   SOLE   4,589,113 0 0
LIFEPOINT HEALTH INC COM 53219L109 9,939 135,410 SH   SOLE   135,410 0 0
LINDSAY CORP COM 535555106 5,464 75,465 SH   SOLE   75,465 0 0
LINKEDIN CORP COM CL A 53578A108 450 2,000 SH   SOLE   2,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 3,900 50,569 SH   SOLE   50,569 0 0
MERCADOLIBRE INC COM 58733R102 35,814 313,219 SH   SOLE   313,219 0 0
NIKE INC CL B 654106103 12,548 200,774 SH   SOLE   200,774 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 9,111 586,278 SH   SOLE   586,278 0 0
NOVO-NORDISK A S ADR 670100205 454,558 7,826,412 SH   SOLE   7,826,412 0 0
OLIN CORP COM PAR $1 680665205 10,731 621,700 SH   SOLE   621,700 0 0
OWENS & MINOR INC NEW COM 690732102 8,586 238,629 SH   SOLE   238,629 0 0
PERRIGO CO PLC SHS G97822103 261,717 1,808,686 SH   SOLE   1,808,686 0 0
PRAXAIR INC COM 74005P104 15,953 155,788 SH   SOLE   155,788 0 0
PRICESMART INC COM 741511109 6,462 77,865 SH   SOLE   77,865 0 0
PROGRESS SOFTWARE CORP COM 743312100 10,407 433,630 SH   SOLE   433,630 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 22,919 333,799 SH   SOLE   333,799 0 0
SCHLUMBERGER LTD COM 806857108 15,566 223,173 SH   SOLE   223,173 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 344,926 7,488,642 SH   SOLE   7,488,642 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 5,950 94,715 SH   SOLE   94,715 0 0
SNAP ON INC COM 833034101 10,419 60,776 SH   SOLE   60,776 0 0
STARBUCKS CORP COM 855244109 15,866 264,288 SH   SOLE   264,288 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 551,426 24,238,537 SH   SOLE   24,238,537 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,461 558,575 SH   SOLE   558,575 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 32,718 942,616 SH   SOLE   942,616 0 0
TEEKAY TANKERS LTD CL A Y8565N102 23,433 3,405,938 SH   SOLE   3,405,938 0 0
GREENBRIER COS INC COM 393657101 11,025 337,998 SH   SOLE   337,998 0 0
TRIPADVISOR INC COM 896945201 21,238 249,124 SH   SOLE   249,124 0 0
TUESDAY MORNING CORP COM NEW 899035505 4,658 716,548 SH   SOLE   716,548 0 0
VERISK ANALYTICS INC COM 92345Y106 22,872 297,503 SH   SOLE   297,503 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 19,908 254,550 SH   SOLE   254,550 0 0
WERNER ENTERPRISES INC COM 950755108 7,607 325,229 SH   SOLE   325,229 0 0
WESTERN REFNG INC COM 959319104 13,584 381,356 SH   SOLE   381,356 0 0
LYON WILLIAM HOMES CL A NEW 552074700 6,196 375,535 SH   SOLE   375,535 0 0
WINTRUST FINL CORP COM 97650W108 11,302 232,930 SH   SOLE   232,930 0 0
WORKDAY INC CL A 98138H101 15,490 194,405 SH   SOLE   194,405 0 0
YANDEX N V SHS CLASS A N97284108 184,984 11,767,462 SH   SOLE   11,767,462 0 0