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
3M CO COM 88579Y101 279 1,965 SH   SOLE   1,965 0 0
ACE LTD SHS H0023R105 384,510 3,718,660 SH   SOLE   3,718,660 0 0
ALON USA ENERGY INC COM 020520102 8,650 478,677 SH   SOLE   478,677 0 0
AMAZON COM INC COM 023135106 26,806 52,367 SH   SOLE   52,367 0 0
AMERISAFE INC COM 03071H100 11,868 238,663 SH   SOLE   238,663 0 0
AMPHENOL CORP NEW CL A 032095101 17,124 336,039 SH   SOLE   336,039 0 0
AON PLC SHS CL A G0408V102 662 7,471 SH   SOLE   7,471 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 10,174 179,789 SH   SOLE   179,789 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 282,809 6,538,935 SH   SOLE   6,538,935 0 0
ASSOCIATED BANC CORP COM 045487105 12,240 681,132 SH   SOLE   681,132 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 230 2,858 SH   SOLE   2,858 0 0
AVISTA CORP COM 05379B107 7,797 234,487 SH   SOLE   234,487 0 0
BARNES GROUP INC COM 067806109 12,664 351,284 SH   SOLE   351,284 0 0
BBCN BANCORP INC COM 073295107 6,945 462,401 SH   SOLE   462,401 0 0
BRF SA SPONSORED ADR 10552T107 4,539 255,127 SH   SOLE   255,127 0 0
BRINKER INTL INC COM 109641100 10,529 199,911 SH   SOLE   199,911 0 0
BROOKS AUTOMATION INC COM 114340102 18,378 1,569,448 SH   SOLE   1,569,448 0 0
BROWN FORMAN CORP CL B 115637209 20,493 211,484 SH   SOLE   211,484 0 0
CALAMOS ASSET MGMT INC CL A 12811R104 6,904 728,270 SH   SOLE   728,270 0 0
CANADIAN NATL RY CO COM 136375102 12,868 226,698 SH   SOLE   226,698 0 0
CANADIAN PAC RY LTD COM 13645T100 270,577 1,884,631 SH   SOLE   1,884,631 0 0
CHEVRON CORP NEW COM 166764100 310 3,934 SH   SOLE   3,934 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 4,444 49,471 SH   SOLE   49,471 0 0
CLOROX CO DEL COM 189054109 241 2,085 SH   SOLE   2,085 0 0
CLOROX CO DEL COM 189054109 241 2,085 SH   SOLE   2,085 0 0
CME GROUP INC COM 12572Q105 3,183 34,322 SH   SOLE   34,322 0 0
CNO FINL GROUP INC COM 12621E103 20,794 1,105,438 SH   SOLE   1,105,438 0 0
COCA COLA CO COM 191216100 320 7,976 SH   SOLE   7,976 0 0
COGNEX CORP COM 192422103 17,012 494,967 SH   SOLE   494,967 0 0
COMMERCIAL METALS CO COM 201723103 8,252 608,985 SH   SOLE   608,985 0 0
AMBEV SA SPONSORED ADR 02319V103 5,226 1,066,598 SH   SOLE   1,066,598 0 0
COOPER COS INC COM NEW 216648402 19,035 127,871 SH   SOLE   127,871 0 0
CORE LABORATORIES N V COM N22717107 220,280 2,207,210 SH   SOLE   2,207,210 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,097 152,849 SH   SOLE   152,849 0 0
COWEN GROUP INC NEW CL A 223622101 14,445 3,167,580 SH   SOLE   3,167,580 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,283 99,448 SH   SOLE   99,448 0 0
CUBIC CORP COM 229669106 10,103 240,908 SH   SOLE   240,908 0 0
CVB FINL CORP COM 126600105 18,495 1,107,519 SH   SOLE   1,107,519 0 0
DISNEY WALT CO COM DISNEY 254687106 561 5,488 SH   SOLE   5,488 0 0
DR REDDYS LABS LTD ADR 256135203 8,617 134,839 SH   SOLE   134,839 0 0
EAST WEST BANCORP INC COM 27579R104 12,384 322,312 SH   SOLE   322,312 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 1,723 67,357 SH   SOLE   67,357 0 0
EMERSON ELEC CO COM 291011104 221 5,011 SH   SOLE   5,011 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 18,812 232,367 SH   SOLE   232,367 0 0
FACEBOOK INC CL A 30303M102 17,830 198,336 SH   SOLE   198,336 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 7,165 510,331 SH   SOLE   510,331 0 0
FINISH LINE INC CL A 317923100 8,400 435,225 SH   SOLE   435,225 0 0
FNB CORP PA COM 302520101 12,736 983,502 SH   SOLE   983,502 0 0
GATX CORP COM 361448103 8,118 183,878 SH   SOLE   183,878 0 0
GENERAL ELECTRIC CO COM 369604103 365 14,453 SH   SOLE   14,453 0 0
GENERAL MLS INC COM 370334104 277 4,940 SH   SOLE   4,940 0 0
GLACIER BANCORP INC NEW COM 37637Q105 8,244 312,378 SH   SOLE   312,378 0 0
GLOBAL INDEMNITY PLC SHS G39319101 10,258 391,975 SH   SOLE   391,975 0 0
GRAN TIERRA ENERGY INC COM 38500T101 3,295 1,546,726 SH   SOLE   1,546,726 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 16,699 196,114 SH   SOLE   196,114 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 5,573 214,200 SH   SOLE   214,200 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 171,570 2,808,467 SH   SOLE   2,808,467 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 4,768 352,393 SH   SOLE   352,393 0 0
ICON PLC SHS G4705A100 297,539 4,192,451 SH   SOLE   4,192,451 0 0
ICU MED INC COM 44930G107 11,480 104,835 SH   SOLE   104,835 0 0
INSIGHT ENTERPRISES INC COM 45765U103 7,102 274,747 SH   SOLE   274,747 0 0
IPG PHOTONICS CORP COM 44980X109 18,098 238,227 SH   SOLE   238,227 0 0
ISHARES TR MSCI EAFE ETF 464287465 667 11,640 SH   SOLE   11,640 0 0
ISIS PHARMACEUTICALS INC COM 464330109 238 5,900 SH   SOLE   5,900 0 0
JOHNSON & JOHNSON COM 478160104 286 3,061 SH   SOLE   3,061 0 0
KADANT INC COM 48282T104 7,028 180,156 SH   SOLE   180,156 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,585 50,451 SH   SOLE   50,451 0 0
LACLEDE GROUP INC COM 505597104 11,524 211,320 SH   SOLE   211,320 0 0
LAZARD LTD SHS A G54050102 251,666 5,812,150 SH   SOLE   5,812,150 0 0
LIFEPOINT HEALTH INC COM 53219L109 10,405 146,744 SH   SOLE   146,744 0 0
LINDSAY CORP COM 535555106 5,539 81,713 SH   SOLE   81,713 0 0
LINKEDIN CORP COM CL A 53578A108 380 2,000 SH   SOLE   2,000 0 0
MERCADOLIBRE INC COM 58733R102 6,480 71,164 SH   SOLE   71,164 0 0
NIKE INC CL B 654106103 22,156 180,177 SH   SOLE   180,177 0 0
NOVO-NORDISK A S ADR 670100205 348,750 6,429,763 SH   SOLE   6,429,763 0 0
OLIN CORP COM PAR $1 680665205 6,793 404,111 SH   SOLE   404,111 0 0
OWENS & MINOR INC NEW COM 690732102 8,290 259,570 SH   SOLE   259,570 0 0
PAYCHEX INC COM 704326107 272 5,714 SH   SOLE   5,714 0 0
PEPSICO INC COM 713448108 260 2,756 SH   SOLE   2,756 0 0
PRAXAIR INC COM 74005P104 12,836 126,018 SH   SOLE   126,018 0 0
PRICESMART INC COM 741511109 5,515 71,300 SH   SOLE   71,300 0 0
PROCTER & GAMBLE CO COM 742718109 245 3,405 SH   SOLE   3,405 0 0
PROGRESS SOFTWARE CORP COM 743312100 12,257 474,539 SH   SOLE   474,539 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 18,835 270,723 SH   SOLE   270,723 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 6,084 202,331 SH   SOLE   202,331 0 0
SAIA INC COM 78709Y105 8,096 261,597 SH   SOLE   261,597 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 309,101 6,971,150 SH   SOLE   6,971,150 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 6,284 102,513 SH   SOLE   102,513 0 0
SNAP ON INC COM 833034101 9,943 65,869 SH   SOLE   65,869 0 0
STARBUCKS CORP COM 855244109 17,991 316,523 SH   SOLE   316,523 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 493,137 23,765,657 SH   SOLE   23,765,657 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,248 774,399 SH   SOLE   774,399 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 25,012 785,549 SH   SOLE   785,549 0 0
TEEKAY TANKERS LTD CL A Y8565N102 18,177 2,634,247 SH   SOLE   2,634,247 0 0
GREENBRIER COS INC COM 393657101 11,126 346,498 SH   SOLE   346,498 0 0
TRIPADVISOR INC COM 896945201 12,820 203,428 SH   SOLE   203,428 0 0
TUESDAY MORNING CORP COM NEW 899035505 4,204 777,079 SH   SOLE   777,079 0 0
UNILEVER PLC SPON ADR NEW 904767704 225 5,520 SH   SOLE   5,520 0 0
VERISK ANALYTICS INC COM 92345Y106 17,820 241,107 SH   SOLE   241,107 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 17,191 199,475 SH   SOLE   199,475 0 0
WELLS FARGO & CO NEW COM 949746101 328 6,381 SH   SOLE   6,381 0 0
WERNER ENTERPRISES INC COM 950755108 8,915 355,195 SH   SOLE   355,195 0 0
WESTERN REFNG INC COM 959319104 18,357 416,058 SH   SOLE   416,058 0 0
LYON WILLIAM HOMES CL A NEW 552074700 8,364 406,027 SH   SOLE   406,027 0 0
WINTRUST FINL CORP COM 97650W108 13,589 254,325 SH   SOLE   254,325 0 0
WORKDAY INC CL A 98138H101 10,907 158,400 SH   SOLE   158,400 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 6,416 148,489 SH   SOLE   148,489 0 0
YANDEX N V SHS CLASS A N97284108 79,789 7,436,085 SH   SOLE   7,436,085 0 0