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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
51JOB INCSP ADR REP COM31682710444,753662,915SH SOLE 590,581072,334
AGILENT TECHNOLOGIES INCCOM00846U1011,06925,000SH SOLE 25,00000
ALERE INCCOM01449J1051,24850,970SH SOLE 50,97000
AMDOCS LTDORDG0260210337010,000SH SOLE 10,00000
ANGLOGOLD ASHANTI LTDSPONSORED ADR03512820631,7292,218,815SH SOLE 2,165,677053,138
ARIAD PHARMACEUTICALS INCCOM04033A10091452,300SH SOLE 52,30000
BAIDU INCSPON ADR REP A056752108206,9782,187,885SH SOLE 2,076,5440111,341
BAKER HUGHES INCCOM057224107190,8594,137,420SH SOLE 3,796,8620340,558
BALLARD PWR SYS INC NEWCOM0585861082,8791,591,034SH SOLE 1,591,03400
BANK OF AMERICA CORPORATIONCOM060505104431,71833,570,684SH SOLE 30,746,44302,824,241
BARRICK GOLD CORPCOM06790110862,6783,982,090SH SOLE 3,789,2370192,853
BEST BUY INCCOM08651610187432,000SH SOLE 32,00000
BIOMARIN PHARMACEUTICAL INCCOM09061G1014748,520SH SOLE 8,52000
BROCADE COMMUNICATIONS SYS ICOM NEW11162130653092,180SH SOLE 92,18000
CALLAWAY GOLF COCOM1311931048,3101,263,000SH SOLE 1,263,00000
CAPSTONE TURBINE CORPCOM14067D10219,59816,750,489SH SOLE 13,307,27003,443,219
CARDINAL HEALTH INCCOM14149Y1084249,000SH SOLE 9,00000
CARNIVAL CORPPAIRED CTF143658300176,5935,150,000SH SOLE 4,635,5750514,425
CIENA CORPCOM NEW171779309129,9126,686,200SH SOLE 6,102,2200583,980
CISCO SYS INCCOM17275R102274,00411,259,700SH SOLE 10,592,3440667,356
CLOUD PEAK ENERGY INCCOM18911Q1021,59897,000SH SOLE 97,00000
DOMTAR CORPCOM NEW2575592031,23018,500SH SOLE 18,50000
E HOUSE CHINA HLDGS LTDADR26852W10322,0135,072,265SH SOLE 4,640,9500431,315
ELECTRONIC ARTS INCCOM28551210929,3241,275,533SH SOLE 1,221,832053,701
FEDEX CORPCOM31428X10689,450907,393SH SOLE 818,279089,114
FINISAR CORPCOM NEW31787A50716,354964,875SH SOLE 873,240091,635
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS34441910613,517131,000SH SOLE 131,00000
FOSTER WHEELER AGCOMH27178104211,8899,759,977SH SOLE 8,957,9130802,064
GILEAD SCIENCES INCCOM37555810310,521205,210SH SOLE 205,21000
GNC HLDGS INCCOM CL A36191G1071,06124,000SH SOLE 24,00000
GOOGLE INCCL A38259P508321,440365,120SH SOLE 337,604027,516
GROUPON INCCOM CL A3994731071,419166,000SH SOLE 166,00000
GT ADVANCED TECHNOLOGIES INCCOM36191U10616,9824,092,108SH SOLE 4,092,10800
HALLIBURTON COCOM4062161011,50136,000SH SOLE 36,00000
ICON PLCSHSG4705A1001,00928,500SH SOLE 28,50000
IMMUNOGEN INCCOM45253H1011,22173,600SH SOLE 73,60000
INCYTE CORPCOM45337C10279736,264SH SOLE 36,26400
INFINERA CORPORATIONCOM45667G10346,4034,348,981SH SOLE 4,051,4080297,573
INFINITY PHARMACEUTICALS INCCOM45665G30333820,932SH SOLE 20,93200
INTEL CORPCOM458140100232,7049,604,000SH SOLE 8,882,8090721,191
IRONWOOD PHARMACEUTICALS INCCOM CL A46333X10840741,000SH SOLE 41,00000
JACOBS ENGR GROUP INC DELCOM469814107219,2023,976,108SH SOLE 3,639,4610336,647
JOHNSON & JOHNSONCOM478160104237,3702,764,628SH SOLE 2,552,7900211,838
JUNIPER NETWORKS INCCOM48203R10427014,000SH SOLE 14,00000
KBR INCCOM48242W10679,3042,440,143SH SOLE 2,264,1430176,000
LAS VEGAS SANDS CORPCOM51783410785,2171,610,000SH SOLE 1,460,0000150,000
LAUDER ESTEE COS INCCL A51843910422,624344,000SH SOLE 344,00000
MARVELL TECHNOLOGY GROUP LTDORDG5876H10567,8975,798,246SH SOLE 5,293,5760504,670
MERCER INTL INCCOM58805610149,9867,666,671SH SOLE 7,666,67100
MERCK & CO INC NEWCOM58933Y1057,580163,190SH SOLE 163,19000
MGIC INVT CORP WISCOM55284810346,5717,672,414SH SOLE 7,580,051092,363
MICRON TECHNOLOGY INCCOM595112103213,51614,899,978SH SOLE 13,608,98401,290,994
MICROS SYS INCCOM59490110051712,000SH SOLE 12,00000
MICROSOFT CORPCOM594918104465,13713,464,670SH SOLE 12,544,6700920,000
MINDRAY MEDICAL INTL LTDSPON ADR60267510023,342623,291SH SOLE 623,29100
NEWMONT MINING CORPCOM65163910613,438448,685SH SOLE 412,685036,000
NXP SEMICONDUCTORS N VCOMN6596X10986828,000SH SOLE 28,00000
OWENS CORNING NEWCOM69074210178120,000SH SOLE 20,00000
PEPSICO INCCOM713448108220,4512,695,338SH SOLE 2,495,0450200,293
PERKINELMER INCCOM7140461091,06232,700SH SOLE 32,70000
PFIZER INCCOM7170811031,33347,610SH SOLE 47,61000
QIAGEN NVREG SHSN7248210746,9672,358,976SH SOLE 2,133,9030225,073
RIGEL PHARMACEUTICALS INCCOM NEW76655960322467,300SH SOLE 67,30000
ROYAL DUTCH SHELL PLCSPONS ADR A78025920687813,775SH SOLE 13,77500
SENOMYX INCCOM81724Q1073,8911,785,000SH SOLE 1,785,00000
SINA CORPORDG81477104276,3594,958,908SH SOLE 4,652,4130306,495
SKYWORKS SOLUTIONS INCCOM83088M1021,09450,000SH SOLE 50,00000
SOHU COM INCCOM83408W10392,0331,493,569SH SOLE 1,342,6380150,931
SOTHEBYSCOM83589810749,0091,292,777SH SOLE 1,170,3150122,462
STILLWATER MNG COCOM86074Q102174,14216,214,362SH SOLE 15,089,55201,124,810
SYNERON MEDICAL LTDORD SHSM8724510282094,330SH SOLE 94,33000
TEVA PHARMACEUTICAL INDS LTDADR8816242091,85047,200SH SOLE 47,20000
THOMPSON CREEK METALS CO INCCOM884768102341112,752SH SOLE 112,75200
TIME WARNER INCCOM NEW88731730314,898257,666SH SOLE 257,66600
TRINA SOLAR LIMITEDSPON ADR89628E10457,3309,619,293SH SOLE 9,114,0500505,243
ULTRA PETROLEUM CORPCOM90391410993147,000SH SOLE 47,00000
UNITED TECHNOLOGIES CORPCOM9130171096,22667,000SH SOLE 67,00000
VEECO INSTRS INC DELCOM9224171009,747275,268SH SOLE 260,929014,339
VISTAPRINT N VSHSN9354010793819,000SH SOLE 19,00000
YOUKU TUDOU INCSPONSORED ADR98742U100138,9087,238,577SH SOLE 6,956,0580282,519