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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC NEW COM 282914100   840 102,000 SH   SOLE NONE 102,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   3,142 95,000 SH   SOLE NONE 95,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   19,245 267,440 SH   SOLE NONE 267,440 0 0
ACI WORLDWIDE INC COM 004498101   627 13,500 SH   SOLE NONE 13,500 0 0
ACUITY BRANDS INC COM 00508Y102   1,611 21,330 SH   SOLE NONE 21,330 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   50,017 1,118,951 SH   SOLE NONE 1,118,951 0 0
AIR METHODS CORP COM PAR $.06 009128307   628 18,550 SH   SOLE NONE 18,550 0 0
AKORN INC COM 009728106   691 51,100 SH   SOLE NONE 51,100 0 0
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203   7,070 189,300 SH   SOLE NONE 189,300 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   28,225 1,515,024 SH   SOLE NONE 1,515,024 0 0
AMERICAN WOODMARK CORP COM 030506109   1,611 46,434 SH   SOLE NONE 46,434 0 0
ASPEN TECHNOLOGY INC COM 045327103   1,516 52,650 SH   SOLE NONE 52,650 0 0
BIOSCRIP INC COM 09069N108   3,033 183,800 SH   SOLE NONE 183,800 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108   41,425 1,966,989 SH   SOLE NONE 1,966,989 0 0
BONANZA CREEK ENERGY INC COM 097793103   1,331 37,522 SH   SOLE NONE 37,522 0 0
BOTTOMLINE TECH DEL INC COM 101388106   731 28,890 SH   SOLE NONE 28,890 0 0
CABOT OIL & GAS CORP COM 127097103   35,517 500,100 SH   SOLE NONE 500,100 0 0
CALAMP CORP COM 128126109   2,375 162,684 SH   SOLE NONE 162,684 0 0
CAPITAL SR LIVING CORP COM 140475104   3,107 130,000 SH   SOLE NONE 130,000 0 0
CASTLE A M & CO COM 148411101   820 52,010 SH   SOLE NONE 52,010 0 0
CBRE GROUP INC CL A 12504L109   35,589 1,523,500 SH   SOLE NONE 1,523,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   41,662 3,937,816 SH   SOLE NONE 3,937,816 0 0
CHEVRON CORP NEW COM 166764100   45,168 381,680 SH   SOLE NONE 381,680 0 0
CHUYS HLDGS INC COM 171604101   291 7,600 SH   SOLE NONE 7,600 0 0
CIENA CORP COM NEW 171779309   1,929 99,300 SH   SOLE NONE 99,300 0 0
CITIGROUP INC COM NEW 172967424   60,096 1,252,790 SH   SOLE NONE 1,252,790 0 0
COBALT INTL ENERGY INC COM 19075F106   27,149 1,021,782 SH   SOLE NONE 1,021,782 0 0
COCA COLA CO COM 191216100   29,656 739,360 SH   SOLE NONE 739,360 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   16,229 259,090 SH   SOLE NONE 259,090 0 0
COMMVAULT SYSTEMS INC COM 204166102   1,287 16,960 SH   SOLE NONE 16,960 0 0
CONNS INC COM 208242107   3,797 73,350 SH   SOLE NONE 73,350 0 0
COPA HOLDINGS SA CL A P31076105   76,569 583,960 SH   SOLE NONE 583,960 0 0
COSAN LTD SHS A G25343107   16,845 1,042,400 SH   SOLE NONE 1,042,400 0 0
COVIDIEN PLC SHS G2554F113   19,551 341,800 SH   SOLE NONE 341,800 0 0
CREDICORP LTD COM G2519Y108   13,893 108,570 SH   SOLE NONE 108,570 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   29,253 1,563,500 SH   SOLE NONE 1,563,500 0 0
DOMINOS PIZZA INC COM 25754A201   1,558 26,790 SH   SOLE NONE 26,790 0 0
DUNKIN BRANDS GROUP INC COM 265504100   30,486 711,960 SH   SOLE NONE 711,960 0 0
EBAY INC COM 278642103   46,343 896,040 SH   SOLE NONE 896,040 0 0
ENDOLOGIX INC COM 29266S106   907 68,300 SH   SOLE NONE 68,300 0 0
LAUDER ESTEE COS INC CL A 518439104   43,922 667,806 SH   SOLE NONE 667,806 0 0
EURONET WORLDWIDE INC COM 298736109   2,495 78,300 SH   SOLE NONE 78,300 0 0
EXPRESS INC COM 30219E103   1,498 71,450 SH   SOLE NONE 71,450 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108   8,739 84,690 SH   SOLE NONE 84,690 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101   1,469 42,750 SH   SOLE NONE 42,750 0 0
FINANCIAL ENGINES INC COM 317485100   2,419 53,050 SH   SOLE NONE 53,050 0 0
FMC TECHNOLOGIES INC COM 30249U101   17,127 307,600 SH   SOLE NONE 307,600 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106   39,131 1,010,100 SH   SOLE NONE 1,010,100 0 0
GENTHERM INC COM 37253A103   1,590 85,600 SH   SOLE NONE 85,600 0 0
GILEAD SCIENCES INC COM 375558103   39,629 772,950 SH   SOLE NONE 772,950 0 0
GOOGLE INC CL A 38259P508   73,175 83,119 SH   SOLE NONE 83,119 0 0
GRIFOLS S A SP ADR REP B NVT 398438408   31,941 1,121,507 SH   SOLE NONE 1,121,507 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105   22,091 1,554,600 SH   SOLE NONE 1,554,600 0 0
HCA HOLDINGS INC COM 40412C101   37,686 1,045,100 SH   SOLE NONE 1,045,100 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101   19,650 542,217 SH   SOLE NONE 542,217 0 0
HERCULES OFFSHORE INC COM 427093109   1,060 150,600 SH   SOLE NONE 150,600 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105   38,333 1,545,700 SH   SOLE NONE 1,545,700 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106   1,409 26,340 SH   SOLE NONE 26,340 0 0
ICICI BK LTD ADR 45104G104   61,332 1,603,450 SH   SOLE NONE 1,603,450 0 0
INFOBLOX INC COM 45672H104   2,295 78,450 SH   SOLE NONE 78,450 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106   596 75,000 SH   SOLE NONE 75,000 0 0
INTERFACE INC COM 458665304   928 54,700 SH   SOLE NONE 54,700 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300   952 115,123 SH   SOLE NONE 115,123 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   51,754 270,810 SH   SOLE NONE 270,810 0 0
INVESCO LTD COM G491BT108   62,490 1,965,100 SH   SOLE NONE 1,965,100 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106   22,620 1,750,780 SH   SOLE NONE 1,750,780 0 0
JAMBA INC COM NEW 47023A309   1,506 100,900 SH   SOLE NONE 100,900 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   29,780 433,290 SH   SOLE NONE 433,290 0 0
JOHNSON & JOHNSON COM 478160104   31,170 363,028 SH   SOLE NONE 363,028 0 0
KANSAS CITY SOUTHERN COM NEW 485170302   47,930 452,341 SH   SOLE NONE 452,341 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   7,424 250,560 SH   SOLE NONE 250,560 0 0
KRISPY KREME DOUGHNUTS INC COM 501014104   1,981 113,550 SH   SOLE NONE 113,550 0 0
LAS VEGAS SANDS CORP COM 517834107   36,860 696,400 SH   SOLE NONE 696,400 0 0
LIBERTY GLOBAL INC COM SER A 530555101   77,857 1,059,417 SH   SOLE NONE 1,059,417 0 0
LIBERTY GLOBAL INC COM SER C 530555309   69,862 1,029,050 SH   SOLE NONE 1,029,050 0 0
LITHIA MTRS INC CL A 536797103   1,656 31,070 SH   SOLE NONE 31,070 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   38,848 586,300 SH   SOLE NONE 586,300 0 0
MANITOWOC INC COM 563571108   1,096 61,200 SH   SOLE NONE 61,200 0 0
MELCO CROWN ENTMT LTD ADR 585464100   42,732 1,911,100 SH   SOLE NONE 1,911,100 0 0
METHODE ELECTRS INC COM 591520200   2,233 131,250 SH   SOLE NONE 131,250 0 0
MICHAEL KORS HLDGS LTD SHS G60754101   26,359 425,015 SH   SOLE NONE 425,015 0 0
MONSANTO CO NEW COM 61166W101   32,788 331,860 SH   SOLE NONE 331,860 0 0
MONSTER BEVERAGE CORP COM 611740101   61,995 1,019,150 SH   SOLE NONE 1,019,150 0 0
MORGAN STANLEY COM NEW 617446448   54,090 2,214,100 SH   SOLE NONE 2,214,100 0 0
NEOGENOMICS INC COM NEW 64049M209   917 230,300 SH   SOLE NONE 230,300 0 0
NEWS CORP CL A 65248E104   358 23,450 SH   SOLE NONE 23,450 0 0
NEWS CORP CL B 65248E203   290 18,862 SH   SOLE NONE 18,862 0 0
NIELSEN HOLDINGS N V COM N63218106   82,149 2,445,640 SH   SOLE NONE 2,445,640 0 0
NIKE INC CL B 654106103   37,832 594,100 SH   SOLE NONE 594,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109   49,494 1,595,560 SH   SOLE NONE 1,595,560 0 0
ON ASSIGNMENT INC COM 682159108   3,492 130,700 SH   SOLE NONE 130,700 0 0
ORACLE CORP COM 68389X105   31,530 1,026,700 SH   SOLE NONE 1,026,700 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107   1,031 84,750 SH   SOLE NONE 84,750 0 0
PAREXEL INTL CORP COM 699462107   3,173 69,025 SH   SOLE NONE 69,025 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100   9,095 82,180 SH   SOLE NONE 82,180 0 0
PFIZER INC COM 717081103   465 16,600 SH   SOLE NONE 16,600 0 0
PGT INC COM 69336V101   1,308 150,900 SH   SOLE NONE 150,900 0 0
POSCO SPONSORED ADR 693483109   10,270 157,800 SH   SOLE NONE 157,800 0 0
PROTO LABS INC COM 743713109   1,605 24,700 SH   SOLE NONE 24,700 0 0
REGIONAL MGMT CORP COM 75902K106   1,055 42,200 SH   SOLE NONE 42,200 0 0
RIGNET INC COM 766582100   1,019 40,002 SH   SOLE NONE 40,002 0 0
ROCKWELL AUTOMATION COM 773903109   36,070 433,843 SH   SOLE NONE 433,843 0 0
ROSS STORES INC COM 778296103   34,097 526,100 SH   SOLE NONE 526,100 0 0
SALESFORCE COM INC COM 79466L302   32,130 841,553 SH   SOLE NONE 841,553 0 0
SHLUMBERGER LTD COM 806857108   40,896 570,690 SH   SOLE NONE 570,690 0 0
SMITH A O COM 831865209   50,790 1,399,950 SH   SOLE NONE 1,399,950 0 0
SOTHEBYS COM 835898107   23,023 607,313 SH   SOLE NONE 607,313 0 0
SOUTHERN COPPER CORP COM 84265V105   9,410 340,700 SH   SOLE NONE 340,700 0 0
SPECTRANETICS CORP COM 84760C107   1,616 86,500 SH   SOLE NONE 86,500 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101   3,118 54,825 SH   SOLE NONE 54,825 0 0
SPIRIT AIRLS INC COM 848577102   3,228 101,750 SH   SOLE NONE 101,750 0 0
SPS COMM INC COM 78463M107   1,596 29,025 SH   SOLE NONE 29,025 0 0
STRATASYS INC COM 862685104   32,978 393,820 SH   SOLE NONE 393,820 0 0
SUSSER HLDGS CORP COM 869233106   3,004 62,735 SH   SOLE NONE 62,735 0 0
SUSSER PETE PARTNERS LP COM U REP LP 869239103   1,518 51,800 SH   SOLE NONE 51,800 0 0
SVB FINL GROUP COM 78486Q101   2,158 25,900 SH   SOLE NONE 25,900 0 0
PRICE T ROWE GROUP INC COM 74144T108   38,225 522,200 SH   SOLE NONE 522,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   46,831 2,556,300 SH   SOLE NONE 2,556,300 0 0
TATA MTRS LTD COM 876568502   752 32,100 SH   SOLE NONE 32,100 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107   3,398 82,725 SH   SOLE NONE 82,725 0 0
TEARLAB CORP COM 878193101   1,719 161,847 SH   SOLE NONE 161,847 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206   94,478 3,803,450 SH   SOLE NONE 3,803,450 0 0
TERADYNE INC COM 880770102   1,218 69,300 SH   SOLE NONE 69,300 0 0
TEXAS INDS INC COM 882491103   2,023 31,050 SH   SOLE NONE 31,050 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   492 11,500 SH   SOLE NONE 11,500 0 0
TREX CO INC COM 89531P105   619 13,030 SH   SOLE NONE 13,030 0 0
TRI POINTE HOMES INC COM 87265H109   731 44,100 SH   SOLE NONE 44,100 0 0
TRISTATE CAP HLDGS INC COM 89678F100   1,002 72,900 SH   SOLE NONE 72,900 0 0
ULTA SALON COSMETICS & FRAG I COM 90384S303   53,248 531,838 SH   SOLE NONE 531,838 0 0
UNITEDHEALTH GROUP INC COM 91324P102   22,283 340,300 SH   SOLE NONE 340,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109   22,157 238,400 SH   SOLE NONE 238,400 0 0
VALE S A ADR 91912E105   20,413 1,552,300 SH   SOLE NONE 1,552,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100   15,695 451,400 SH   SOLE NONE 451,400 0 0
VARIAN MED SYS INC COM 92220P105   14,724 218,300 SH   SOLE NONE 218,300 0 0
VERINT SYS INCQ COM 92343X100   2,075 58,500 SH   SOLE NONE 58,500 0 0
WABCO HLDGS INC COM 92927K102   48,593 650,600 SH   SOLE NONE 650,600 0 0
XPO LOGISTICS INC COM 983793100   780 43,100 SH   SOLE NONE 43,100 0 0
YANDEX N V SHS CLASS A N97284108   1,421 51,400 SH   SOLE NONE 51,400 0 0