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 COMPANY COMMON 88579Y101 455 2,757 SH   SOLE   2,757 0 0
ACE LTD COMMON H0023R105 267,144 2,396,127 SH   SOLE   2,396,127 0 0
AMAZON.COM INC COMMON 023135106 43,772 117,636 SH   SOLE   117,636 0 0
AMERISAFE COMMON 03071H100 11,376 245,968 SH   SOLE   245,968 0 0
AMPHENOL CORP COMMON 032095101 21,444 363,897 SH   SOLE   363,897 0 0
AON CORPORATION COMMON G0408V102 718 7,471 SH   SOLE   7,471 0 0
ARM HOLDINGS ADR COMMON 042068106 204,608 4,150,267 SH   SOLE   4,150,267 0 0
ASML HOLDING ADR COMMON N07059210 217,542 2,153,236 SH   SOLE   2,153,236 0 0
ASOS PLC - UNSPONSORED ADR COMMON 00212V105 496 9,200 SH   SOLE   9,200 0 0
ASSOCIATED BANC-CORP COMMON 045487105 12,998 698,815 SH   SOLE   698,815 0 0
AUTOMATIC DATA PROCESSING COMMON 053015103 354 4,128 SH   SOLE   4,128 0 0
AVISTA CORP COMMON 05379B107 8,263 241,764 SH   SOLE   241,764 0 0
BANK RAKYAT INDONESIA - UN ADR COMMON 69366X100 2,256 111,088 SH   SOLE   111,088 0 0
BARNES GROUP COMMON 067806109 14,720 363,536 SH   SOLE   363,536 0 0
BBCN BANCORP COMMON 073295107 6,920 478,195 SH   SOLE   478,195 0 0
BERKSHIRE HATHAWAY INC CL B COMMON 084670702 667 4,625 SH   SOLE   4,625 0 0
BRF SA - ADR COMMON 10552T107 4,389 221,874 SH   SOLE   221,874 0 0
BRINKER INTERNATIONAL INC COMMON 109641100 11,755 190,945 SH   SOLE   190,945 0 0
BROOKS AUTOMATION COMMON 114340102 18,764 1,613,445 SH   SOLE   1,613,445 0 0
CALAMOS ASSET MANAGEMENT COMMON 12811R104 10,110 751,725 SH   SOLE   751,725 0 0
CANADIAN NATL RAILWAY CO COMMON 136375102 206,838 3,093,136 SH   SOLE   3,093,136 0 0
CANADIAN PACIFIC RAILWAY COMMON 13645T100 219,654 1,202,270 SH   SOLE   1,202,270 0 0
CBL & ASSOCIATES PROPERTIES COMMON 124830100 10,942 552,627 SH   SOLE   552,627 0 0
CHEVRON COMMON 166764100 500 4,767 SH   SOLE   4,767 0 0
CHR HANSEN HOLDING - SPON ADR COMMON 12545M207 107,078 4,666,889 SH   SOLE   4,666,889 0 0
CLOROX COMPANY COMMON 189054109 327 2,960 SH   SOLE   2,960 0 0
CME GROUP INC COMMON 12572Q105 21,441 226,383 SH   SOLE   226,383 0 0
CNO FINANCIAL GROUP INC COMMON 12621E103 19,653 1,141,265 SH   SOLE   1,141,265 0 0
COCA-COLA COMPANY COMMON 191216100 417 10,286 SH   SOLE   10,286 0 0
COGNEX CORP COMMON 192422103 25,225 508,658 SH   SOLE   508,658 0 0
COMMERCIAL METALS COMPANY COMMON 201723103 10,161 627,575 SH   SOLE   627,575 0 0
COMPANHIA DE BEBIDAS DAS AMERICA COMMON 02319V103 5,156 895,187 SH   SOLE   895,187 0 0
COOPER COMPANIES (THE) COMMON 216648402 26,076 139,129 SH   SOLE   139,129 0 0
CORE LABORATORIES N.V. COMMON N22717107 152,876 1,463,067 SH   SOLE   1,463,067 0 0
COSTCO WHOLESALE CORP COMMON 22160K105 25,198 166,332 SH   SOLE   166,332 0 0
COWEN GROUP COMMON 223622101 16,989 3,267,114 SH   SOLE   3,267,114 0 0
CSL LTD-SPONSORED ADR COMMON 12637N204 92,424 2,626,609 SH   SOLE   2,626,609 0 0
CTRIP.COM INT`L ADR COMMON 22943F100 5,178 88,335 SH   SOLE   88,335 0 0
CUBIC CORP COMMON 229669106 12,846 248,139 SH   SOLE   248,139 0 0
CVB FINANCIAL COMMON 126600105 22,006 1,380,573 SH   SOLE   1,380,573 0 0
DISNEY (WALT) COMMON 254687106 576 5,488 SH   SOLE   5,488 0 0
DR REDDYS LABS LTD COMMON 256135203 6,297 110,280 SH   SOLE   110,280 0 0
EAST WEST BANCORP COMMON 27579R104 19,728 487,589 SH   SOLE   487,589 0 0
EBAY INC COMMON 278642103 22,113 383,366 SH   SOLE   383,366 0 0
EMBRAER SA-ADR COMMON 29082A107 4,858 157,974 SH   SOLE   157,974 0 0
EMERSON ELECTRIC COMPANY COMMON 291011104 347 6,126 SH   SOLE   6,126 0 0
EUROCASH SA-UNSP ADR COMMON 29872M105 2,681 310,493 SH   SOLE   310,493 0 0
EXPERIAN PLC SPONSORED ADR COMMON 30215C101 85,426 5,151,802 SH   SOLE   5,151,802 0 0
EXPRESS SCRIPTS HOLDING CO COMMON 30219G108 21,940 252,855 SH   SOLE   252,855 0 0
FANUC CORPORATION COMMON 307305102 93,739 2,569,528 SH   SOLE   2,569,528 0 0
FNB CORP COMMON 302520101 13,297 1,011,944 SH   SOLE   1,011,944 0 0
GATX CORP COMMON 361448103 11,004 189,791 SH   SOLE   189,791 0 0
GENERAL ELECTRIC COMPANY COMMON 369604103 440 17,739 SH   SOLE   17,739 0 0
GENERAL MILLS COMMON 370334104 397 7,015 SH   SOLE   7,015 0 0
GLACIER BANCORP COMMON 37637Q105 8,107 322,330 SH   SOLE   322,330 0 0
GLAXOSMITHKLINE PLC - SPON ADR COMMON 37733W105 278 6,030 SH   SOLE   6,030 0 0
GLOBAL INDEMNITY PLC COMMON G39319101 11,179 402,861 SH   SOLE   402,861 0 0
GOOGLE INC COMMON 38259P508 17,280 31,152 SH   SOLE   31,152 0 0
GOOGLE INC CL C COMMON 38259P706 4,538 8,281 SH   SOLE   8,281 0 0
GRAN TIERRA ENERGY COMMON 38500T101 4,372 1,601,517 SH   SOLE   1,601,517 0 0
GROUP 1 AUTOMOTIVE INC COMMON 398905109 17,430 201,908 SH   SOLE   201,908 0 0
GRUPO TELEVISA SA COMMON 40049J206 7,381 223,613 SH   SOLE   223,613 0 0
HORNBECK OFFSHORE SERVICES COMMON 440543106 6,850 364,209 SH   SOLE   364,209 0 0
ICU MEDICAL COMMON 44930G107 10,051 107,912 SH   SOLE   107,912 0 0
IMMUNOMEDICS COMMON 452907108 7,234 1,888,913 SH   SOLE   1,888,913 0 0
INDITEX-UNSPON ADR COMMON 455793109 60,472 3,768,758 SH   SOLE   3,768,758 0 0
INSIGHT ENTERPRISES COMMON 45765U103 8,137 285,295 SH   SOLE   285,295 0 0
IPG PHOTONICS COMMON 44980X109 22,687 244,742 SH   SOLE   244,742 0 0
ISIS PHARMACEUTICALS INC COMMON 464330109 376 5,900 SH   SOLE   5,900 0 0
JOHNSON & JOHNSON COMMON 478160104 408 4,052 SH   SOLE   4,052 0 0
KADANT INC COMMON 48282T104 15,839 301,071 SH   SOLE   301,071 0 0
KALBE FARMA ADS COMMON 69368A108 2,424 83,187 SH   SOLE   83,187 0 0
KANSAS CITY SOUTHERN COMMON 485170302 4,202 41,160 SH   SOLE   41,160 0 0
KIMBERLY CLARK DE MEXICO COMMON 494386204 1,359 129,842 SH   SOLE   129,842 0 0
LACLEDE GROUP INC COMMON 505597104 11,195 218,576 SH   SOLE   218,576 0 0
LAZARD LTD-CL A COMMON G54050102 174,249 3,313,345 SH   SOLE   3,313,345 0 0
LINDSAY CORPORATION COMMON 535555106 6,483 85,022 SH   SOLE   85,022 0 0
LINKEDIN CORP COMMON 53578A108 21,026 84,151 SH   SOLE   84,151 0 0
LVMH MOET HENNESSY-UNSP ADR COMMON 502441306 46,703 1,324,550 SH   SOLE   1,324,550 0 0
MCDONALD`S CORP COMMON 580135101 313 3,216 SH   SOLE   3,216 0 0
MERCADOLIBRE INC COMMON 58733R102 7,295 59,540 SH   SOLE   59,540 0 0
MONSANTO CO COMMON 61166W101 20,819 184,993 SH   SOLE   184,993 0 0
MONTPELIER RE HOLDINGS LTD COMMON G62185106 14,622 380,405 SH   SOLE   380,405 0 0
MOOG INC-CLASS A COMMON 615394202 7,623 101,565 SH   SOLE   101,565 0 0
NESTLE SA - SPONS ADR FOR REG COMMON 641069406 94,731 1,253,573 SH   SOLE   1,253,573 0 0
NEWPORT CORP COMMON 651824104 10,522 552,007 SH   SOLE   552,007 0 0
NIKE INC B COMMON 654106103 25,984 258,989 SH   SOLE   258,989 0 0
NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 249,155 4,666,683 SH   SOLE   4,666,683 0 0
NOVOZYMES A/S - ADR COMMON 670108109 88,924 1,945,145 SH   SOLE   1,945,145 0 0
OFG BANCORP COMMON 67103X102 9,404 576,213 SH   SOLE   576,213 0 0
OLIN CORP COMMON 680665205 4,991 155,766 SH   SOLE   155,766 0 0
OWENS & MINOR INC COMMON 690732102 9,020 266,530 SH   SOLE   266,530 0 0
PAYCHEX INC COMMON 704326107 414 8,334 SH   SOLE   8,334 0 0
PEPSICO INC COMMON 713448108 382 3,991 SH   SOLE   3,991 0 0
PERRIGO CO Plc COMMON G97822103 244,241 1,475,328 SH   SOLE   1,475,328 0 0
PORTLAND GENERAL ELECTRIC COMMON 736508847 5,722 154,281 SH   SOLE   154,281 0 0
PRAXAIR INC COMMON 74005P104 16,663 138,005 SH   SOLE   138,005 0 0
PRICESMART INC COMMON 741511109 5,871 69,088 SH   SOLE   69,088 0 0
PROCTER & GAMBLE CO COMMON 742718109 375 4,580 SH   SOLE   4,580 0 0
PROGRESS SOFTWARE COMMON 743312100 13,271 488,448 SH   SOLE   488,448 0 0
QUNAR CAYMAN ISLANDS LTD-ADR COMMON 74906P104 5,760 139,645 SH   SOLE   139,645 0 0
REALTY INCOME CORP COMMON 756109104 268 5,195 SH   SOLE   5,195 0 0
RECKITT BENCKISER GR-ADR COMMON 756255204 92,804 5,389,247 SH   SOLE   5,389,247 0 0
REGAL-BELOIT COMMON 758750103 12,114 151,579 SH   SOLE   151,579 0 0
REPUBLIC AIRWAYS HOLDINGS COMMON 760276105 9,586 697,153 SH   SOLE   697,153 0 0
ROTORK PLC - UNSPONSORED ADR COMMON 77880Q105 1,237 67,252 SH   SOLE   67,252 0 0
SAIA COMMON 78709Y105 11,990 270,645 SH   SOLE   270,645 0 0
SENSATA TECHNOLOGIES HOLDING COMMON N7902X106 261,331 4,548,858 SH   SOLE   4,548,858 0 0
SENSIENT TECHNOLOGIES COMMON 81725T100 7,368 106,964 SH   SOLE   106,964 0 0
SGS SA - ADR COMMON 818800104 77,218 4,032,373 SH   SOLE   4,032,373 0 0
SHOPRITE HOLDINGS (SPONSORED ADR COMMON 82510E209 40,785 3,008,258 SH   SOLE   3,008,258 0 0
SNAP-ON INC COMMON 833034101 15,821 107,585 SH   SOLE   107,585 0 0
SPECTRA ENERGY CORP COMMON 847560109 365 10,085 SH   SOLE   10,085 0 0
STARBUCKS CORP COMMON 855244109 22,387 236,395 SH   SOLE   236,395 0 0
SUN ART RETAIL GROUP LTD COMMON Y8184B109 251 302,000 SH   SOLE   302,000 0 0
SVENSKA CELLULOSA AB-SP ADR COMMON 869587402 62,270 2,702,681 SH   SOLE   2,702,681 0 0
SWATCH GROUP AG UNSPON ADR COMMON 870123106 40,087 1,889,648 SH   SOLE   1,889,648 0 0
SYSMEX CORP UNSPON ADR COMMON 87184P109 59,461 2,138,175 SH   SOLE   2,138,175 0 0
TAIWAN SEMICONDUCTOR MFG CO. COMMON 874039100 364,893 15,540,585 SH   SOLE   15,540,585 0 0
TAKE-TWO INTERACTIVE SOFTWARE COMMON 874054109 20,196 793,384 SH   SOLE   793,384 0 0
TD AMERITRADE HOLDINGS COMMON 87236Y108 28,631 768,401 SH   SOLE   768,401 0 0
TECHTRONIC INDUSTRIES-SP ADR COMMON 87873R101 2,362 139,823 SH   SOLE   139,823 0 0
TEEKAY TANKERS COMMON Y8565N102 15,539 2,707,244 SH   SOLE   2,707,244 0 0
TENCENT HOLDINGS LTD-UNS ADR COMMON 88032Q109 115,720 6,094,999 SH   SOLE   6,094,999 0 0
THE GREENBRIER COS COMMON 393657101 20,593 355,059 SH   SOLE   355,059 0 0
TOWER BERSAMA INFRA-UNSP ADR COMMON 69369H102 2,828 80,285 SH   SOLE   80,285 0 0
TRIANGLE PETROLEUM COMMON 89600B201 5,849 1,162,744 SH   SOLE   1,162,744 0 0
TRIPADVISOR INC COMMON 896945201 18,419 221,459 SH   SOLE   221,459 0 0
TSINGTAO BREWERY-SPONS ADR COMMON 898529102 3,047 45,474 SH   SOLE   45,474 0 0
TUESDAY MORNING COMMON 899035505 12,907 801,661 SH   SOLE   801,661 0 0
UNILEVER PLC-SPONSORED ADR COMMON 904767704 334 8,010 SH   SOLE   8,010 0 0
UNIVERSAL ROBINA CORP-ADR COMMON 913803201 402 8,153 SH   SOLE   8,153 0 0
WALMART DE MEXICO-SPON ADR V COMMON 93114W107 49,041 1,965,521 SH   SOLE   1,965,521 0 0
WELLCARE HEALTH PLANS INC COMMON 94946T106 25,476 278,549 SH   SOLE   278,549 0 0
WELLS FARGO & COMPANY COMMON 949746101 478 8,786 SH   SOLE   8,786 0 0
WERNER ENTERPRISES COMMON 950755108 11,509 366,412 SH   SOLE   366,412 0 0
WESTERN REFINING COMMON 959319104 21,129 427,795 SH   SOLE   427,795 0 0
WUXI PHARMATECH CAYMAN-ADR COMMON 929352102 3,239 83,504 SH   SOLE   83,504 0 0
WYNN MACAU LTD - UNSPON ADR COMMON 98313R106 997 46,487 SH   SOLE   46,487 0 0
YANDEX NV-A COMMON N97284108 71,559 4,718,702 SH   SOLE   4,718,702 0 0
YUM! BRANDS INC COMMON 988498101 655 8,316 SH   SOLE   8,316 0 0