The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
51JOB INC | SP ADR REP COM | 316827104 | 44,753 | 662,915 | SH | SOLE | 590,581 | 0 | 72,334 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 1,069 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ALERE INC | COM | 01449J105 | 1,248 | 50,970 | SH | SOLE | 50,970 | 0 | 0 | ||
AMDOCS LTD | ORD | G02602103 | 370 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 31,729 | 2,218,815 | SH | SOLE | 2,165,677 | 0 | 53,138 | ||
ARIAD PHARMACEUTICALS INC | COM | 04033A100 | 914 | 52,300 | SH | SOLE | 52,300 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 206,978 | 2,187,885 | SH | SOLE | 2,076,544 | 0 | 111,341 | ||
BAKER HUGHES INC | COM | 057224107 | 190,859 | 4,137,420 | SH | SOLE | 3,796,862 | 0 | 340,558 | ||
BALLARD PWR SYS INC NEW | COM | 058586108 | 2,879 | 1,591,034 | SH | SOLE | 1,591,034 | 0 | 0 | ||
BANK OF AMERICA CORPORATION | COM | 060505104 | 431,718 | 33,570,684 | SH | SOLE | 30,746,443 | 0 | 2,824,241 | ||
BARRICK GOLD CORP | COM | 067901108 | 62,678 | 3,982,090 | SH | SOLE | 3,789,237 | 0 | 192,853 | ||
BEST BUY INC | COM | 086516101 | 874 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 474 | 8,520 | SH | SOLE | 8,520 | 0 | 0 | ||
BROCADE COMMUNICATIONS SYS I | COM NEW | 111621306 | 530 | 92,180 | SH | SOLE | 92,180 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 8,310 | 1,263,000 | SH | SOLE | 1,263,000 | 0 | 0 | ||
CAPSTONE TURBINE CORP | COM | 14067D102 | 19,598 | 16,750,489 | SH | SOLE | 13,307,270 | 0 | 3,443,219 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 424 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 176,593 | 5,150,000 | SH | SOLE | 4,635,575 | 0 | 514,425 | ||
CIENA CORP | COM NEW | 171779309 | 129,912 | 6,686,200 | SH | SOLE | 6,102,220 | 0 | 583,980 | ||
CISCO SYS INC | COM | 17275R102 | 274,004 | 11,259,700 | SH | SOLE | 10,592,344 | 0 | 667,356 | ||
CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,598 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
DOMTAR CORP | COM NEW | 257559203 | 1,230 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 22,013 | 5,072,265 | SH | SOLE | 4,640,950 | 0 | 431,315 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 29,324 | 1,275,533 | SH | SOLE | 1,221,832 | 0 | 53,701 | ||
FEDEX CORP | COM | 31428X106 | 89,450 | 907,393 | SH | SOLE | 818,279 | 0 | 89,114 | ||
FINISAR CORP | COM NEW | 31787A507 | 16,354 | 964,875 | SH | SOLE | 873,240 | 0 | 91,635 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 13,517 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
FOSTER WHEELER AG | COM | H27178104 | 211,889 | 9,759,977 | SH | SOLE | 8,957,913 | 0 | 802,064 | ||
GILEAD SCIENCES INC | COM | 375558103 | 10,521 | 205,210 | SH | SOLE | 205,210 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 1,061 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 321,440 | 365,120 | SH | SOLE | 337,604 | 0 | 27,516 | ||
GROUPON INC | COM CL A | 399473107 | 1,419 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 16,982 | 4,092,108 | SH | SOLE | 4,092,108 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 1,501 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 1,009 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
IMMUNOGEN INC | COM | 45253H101 | 1,221 | 73,600 | SH | SOLE | 73,600 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 797 | 36,264 | SH | SOLE | 36,264 | 0 | 0 | ||
INFINERA CORPORATION | COM | 45667G103 | 46,403 | 4,348,981 | SH | SOLE | 4,051,408 | 0 | 297,573 | ||
INFINITY PHARMACEUTICALS INC | COM | 45665G303 | 338 | 20,932 | SH | SOLE | 20,932 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 232,704 | 9,604,000 | SH | SOLE | 8,882,809 | 0 | 721,191 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 407 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 219,202 | 3,976,108 | SH | SOLE | 3,639,461 | 0 | 336,647 | ||
JOHNSON & JOHNSON | COM | 478160104 | 237,370 | 2,764,628 | SH | SOLE | 2,552,790 | 0 | 211,838 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 270 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 79,304 | 2,440,143 | SH | SOLE | 2,264,143 | 0 | 176,000 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 85,217 | 1,610,000 | SH | SOLE | 1,460,000 | 0 | 150,000 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 22,624 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 67,897 | 5,798,246 | SH | SOLE | 5,293,576 | 0 | 504,670 | ||
MERCER INTL INC | COM | 588056101 | 49,986 | 7,666,671 | SH | SOLE | 7,666,671 | 0 | 0 | ||
MERCK & CO INC NEW | COM | 58933Y105 | 7,580 | 163,190 | SH | SOLE | 163,190 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 46,571 | 7,672,414 | SH | SOLE | 7,580,051 | 0 | 92,363 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 213,516 | 14,899,978 | SH | SOLE | 13,608,984 | 0 | 1,290,994 | ||
MICROS SYS INC | COM | 594901100 | 517 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 465,137 | 13,464,670 | SH | SOLE | 12,544,670 | 0 | 920,000 | ||
MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 23,342 | 623,291 | SH | SOLE | 623,291 | 0 | 0 | ||
NEWMONT MINING CORP | COM | 651639106 | 13,438 | 448,685 | SH | SOLE | 412,685 | 0 | 36,000 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 868 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 781 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 220,451 | 2,695,338 | SH | SOLE | 2,495,045 | 0 | 200,293 | ||
PERKINELMER INC | COM | 714046109 | 1,062 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,333 | 47,610 | SH | SOLE | 47,610 | 0 | 0 | ||
QIAGEN NV | REG SHS | N72482107 | 46,967 | 2,358,976 | SH | SOLE | 2,133,903 | 0 | 225,073 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 224 | 67,300 | SH | SOLE | 67,300 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 878 | 13,775 | SH | SOLE | 13,775 | 0 | 0 | ||
SENOMYX INC | COM | 81724Q107 | 3,891 | 1,785,000 | SH | SOLE | 1,785,000 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 276,359 | 4,958,908 | SH | SOLE | 4,652,413 | 0 | 306,495 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 1,094 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SOHU COM INC | COM | 83408W103 | 92,033 | 1,493,569 | SH | SOLE | 1,342,638 | 0 | 150,931 | ||
SOTHEBYS | COM | 835898107 | 49,009 | 1,292,777 | SH | SOLE | 1,170,315 | 0 | 122,462 | ||
STILLWATER MNG CO | COM | 86074Q102 | 174,142 | 16,214,362 | SH | SOLE | 15,089,552 | 0 | 1,124,810 | ||
SYNERON MEDICAL LTD | ORD SHS | M87245102 | 820 | 94,330 | SH | SOLE | 94,330 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 1,850 | 47,200 | SH | SOLE | 47,200 | 0 | 0 | ||
THOMPSON CREEK METALS CO INC | COM | 884768102 | 341 | 112,752 | SH | SOLE | 112,752 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 14,898 | 257,666 | SH | SOLE | 257,666 | 0 | 0 | ||
TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 57,330 | 9,619,293 | SH | SOLE | 9,114,050 | 0 | 505,243 | ||
ULTRA PETROLEUM CORP | COM | 903914109 | 931 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 6,226 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 9,747 | 275,268 | SH | SOLE | 260,929 | 0 | 14,339 | ||
VISTAPRINT N V | SHS | N93540107 | 938 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 138,908 | 7,238,577 | SH | SOLE | 6,956,058 | 0 | 282,519 |