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
ALTERA CORP COM 021441100 122,132 3,306,219 SH   DFND 1 2,437,104 0 869,115
ALTERA CORP COM 021441100 84,350 2,283,434 SH   DFND 1,617,560 0 665,874
AMBEV SA SPONSORED ADR 02319V103 108,095 17,378,628 SH   DFND 1 12,791,553 0 4,587,075
AMBEV SA SPONSORED ADR 02319V103 74,652 12,001,950 SH   DFND 8,504,350 0 3,497,600
ANALOG DEVICES INC COM 032654105 176,006 3,170,139 SH   DFND 2,246,679 0 923,460
ANALOG DEVICES INC COM 032654105 254,472 4,583,434 SH   DFND 1 3,376,974 0 1,206,460
BAIDU INC SPON ADR REP A 056752108 308,991 1,355,403 SH   DFND 1 997,853 0 357,550
BAIDU INC SPON ADR REP A 056752108 214,106 939,183 SH   DFND 665,283 0 273,900
BITAUTO HLDGS LTD SPONSORED ADS 091727107 23,977 340,530 SH   DFND 236,324 0 104,206
BITAUTO HLDGS LTD SPONSORED ADS 091727107 40,301 572,379 SH   DFND 1 369,555 0 202,824
BLOCK H & R INC COM 093671105 32,824 974,577 SH   DFND 692,098 0 282,479
BLOCK H & R INC COM 093671105 47,328 1,405,212 SH   DFND 1 1,032,758 0 372,454
CIMPRESS N V SHS EURO N20146101 43,552 581,935 SH   DFND 1 428,647 0 153,288
CIMPRESS N V SHS EURO N20146101 30,357 405,628 SH   DFND 288,238 0 117,390
CME GROUP INC COM 12572Q105 78,686 887,600 SH   DFND 1 654,000 0 233,600
CME GROUP INC COM 12572Q105 54,555 615,400 SH   DFND 436,700 0 178,700
CREDIT ACCEP CORP MICH COM 225310101 25,238 185,018 SH   DFND 130,853 0 54,165
CREDIT ACCEP CORP MICH COM 225310101 36,784 269,660 SH   DFND 1 198,775 0 70,885
ECOLAB INC COM 278865100 188,062 1,799,292 SH   DFND 1 1,323,668 0 475,624
ECOLAB INC COM 278865100 130,062 1,244,373 SH   DFND 882,298 0 362,075
FIDELITY NATL INFORMATION SV COM 31620M106 212,138 3,410,576 SH   DFND 2,417,447 0 993,129
FIDELITY NATL INFORMATION SV COM 31620M106 307,519 4,944,036 SH   DFND 1 3,645,042 0 1,298,994
GOOGLE INC CL A 38259P508 161,450 304,243 SH   DFND 1 224,016 0 80,227
GOOGLE INC CL A 38259P508 111,400 209,927 SH   DFND 148,813 0 61,114
GOOGLE INC CL C 38259P706 87,321 165,883 SH   DFND 117,469 0 48,414
GOOGLE INC CL C 38259P706 125,695 238,783 SH   DFND 1 175,956 0 62,827
GRAINGER W W INC COM 384802104 207,333 813,420 SH   DFND 1 598,900 0 214,520
GRAINGER W W INC COM 384802104 142,952 560,839 SH   DFND 397,425 0 163,414
HARLEY DAVIDSON INC COM 412822108 168,861 2,561,991 SH   DFND 1,815,540 0 746,451
HARLEY DAVIDSON INC COM 412822108 245,340 3,722,342 SH   DFND 1 2,741,610 0 980,732
INTERCONTINENTAL EXCHANGE IN COM 45866F104 73,640 335,810 SH   DFND 1 247,610 0 88,200
INTERCONTINENTAL EXCHANGE IN COM 45866F104 50,963 232,400 SH   DFND 165,000 0 67,400
MSC INDL DIRECT INC CL A 553530106 112,330 1,382,525 SH   DFND 1 1,018,527 0 363,998
MSC INDL DIRECT INC CL A 553530106 77,620 955,319 SH   DFND 677,025 0 278,294
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 58,737 1,120,720 SH   DFND 795,420 0 325,300
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 84,689 1,615,900 SH   DFND 1 1,191,900 0 424,000
SIRONA DENTAL SYSTEMS INC COM 82966C103 128,000 1,465,032 SH   DFND 1 1,078,223 0 386,809
SIRONA DENTAL SYSTEMS INC COM 82966C103 88,633 1,014,458 SH   DFND 719,722 0 294,736
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 197,100 4,398,582 SH   DFND 1 3,237,982 0 1,160,600
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 135,927 3,033,403 SH   DFND 2,150,171 0 883,232