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
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