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
3M CO COM 88579Y101 6,473 41,953 SH   SOLE   3,265 38,688 0
AGILENT TECHNOLOGIES INC COM 00846U101 59,979 1,554,739 SH   SOLE   416,173 704,411 434,155
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,791 580,902 SH   SOLE   236,001 262,838 82,063
AMAZON COM INC COM 023135106 13,910 32,044 SH   SOLE   32,044 0 0
AMBEV SA SPONSORED ADR 02319V103 89,065 14,601,888 SH   SOLE   8,769,492 2,811,167 3,021,229
AMERICAN INTL GROUP INC COM NEW 026874784 70,254 1,136,425 SH   SOLE   769,717 0 366,708
AMERIPRISE FINL INC COM 03076C106 32,941 263,677 SH   SOLE   118,918 0 144,759
AMGEN INC COM 031162100 81,401 530,237 SH   SOLE   364,647 0 165,590
APACHE CORP COM 037411105 64,233 1,114,577 SH   SOLE   786,873 0 327,704
APPLE INC COM 037833100 99,816 795,824 SH   SOLE   471,167 0 324,657
ARCHER DANIELS MIDLAND CO COM 039483102 13,658 283,250 SH   SOLE   127,550 0 155,700
BAIDU INC SPON ADR REP A 056752108 179,623 902,267 SH   SOLE   353,593 426,562 122,112
BANCO BRADESCO S A SP ADR PFD NEW 059460303 115,364 12,595,070 SH   SOLE   6,469,026 3,007,184 3,118,860
BANCO DE CHILE SPONSORED ADR 059520106 33,706 515,326 SH   SOLE   356,355 21,962 137,009
BANCOLOMBIA S A SPON ADR PREF 05968L102 36,329 844,875 SH   SOLE   579,095 35,970 229,810
BANK AMER CORP COM 060505104 21,877 1,285,347 SH   SOLE   579,112 0 706,235
BARCLAYS BK PLC IPMS INDIA ETN 06739F291 1,551 22,047 SH   SOLE   22,047 0 0
BORGWARNER INC COM 099724106 6,434 113,201 SH   SOLE   8,811 104,390 0
BROADCOM CORP CL A 111320107 76,425 1,484,283 SH   SOLE   873,853 0 610,430
CABOT OIL & GAS CORP COM 127097103 58,826 1,865,120 SH   SOLE   1,101,331 0 763,789
CAPITAL ONE FINL CORP COM 14040H105 35,587 404,557 SH   SOLE   182,301 0 222,256
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,289 66,491 SH   SOLE   66,491 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 40,282 469,986 SH   SOLE   410,409 25,290 34,287
CISCO SYS INC COM 17275R102 57,882 2,107,905 SH   SOLE   161,344 1,946,561 0
CITIGROUP INC COM NEW 172967424 260,004 4,706,909 SH   SOLE   1,784,646 2,057,429 864,834
CNOOC LTD SPONSORED ADR 126132109 39,787 280,347 SH   SOLE   222,652 13,758 43,937
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 84,098 1,376,619 SH   SOLE   977,057 0 399,562
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 19,611 828,517 SH   SOLE   570,186 35,274 223,057
COPA HOLDINGS SA CL A P31076105 23,477 284,264 SH   SOLE   196,917 12,104 75,243
CREDICORP LTD COM G2519Y108 34,174 245,996 SH   SOLE   170,189 10,473 65,334
CUMMINS INC COM 231021106 68,583 522,786 SH   SOLE   227,140 148,008 147,638
DR REDDYS LABS LTD ADR 256135203 5,193 93,869 SH   SOLE   50,239 29,035 14,595
EMBRAER S A SP ADR REP 4 COM 29082A107 54,349 1,794,331 SH   SOLE   1,152,087 207,610 434,634
EOG RES INC COM 26875P101 25,559 291,949 SH   SOLE   131,500 0 160,449
EXPRESS SCRIPTS HLDG CO COM 30219G108 71,772 806,966 SH   SOLE   577,251 0 229,715
EXXON MOBIL CORP COM 30231G102 24,610 295,800 SH   SOLE   23,468 272,332 0
GILEAD SCIENCES INC COM 375558103 68,867 588,199 SH   SOLE   341,925 0 246,274
GOOGLE INC CL A 38259P508 162,234 300,411 SH   SOLE   141,921 91,575 66,915
GOOGLE INC CL C 38259P706 67,241 129,183 SH   SOLE   81,499 12,417 35,267
HALLIBURTON CO COM 406216101 17,072 396,370 SH   SOLE   30,923 365,447 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,762 29,113 SH   SOLE   29,113 0 0
HOME DEPOT INC COM 437076102 49,280 443,460 SH   SOLE   262,249 0 181,211
ICICI BK LTD ADR 45104G104 52,185 5,008,352 SH   SOLE   3,063,315 786,781 1,158,256
INFOSYS LTD SPONSORED ADR 456788108 32,029 2,020,778 SH   SOLE   1,395,352 86,586 538,840
INTUIT COM 461202103 23,087 229,112 SH   SOLE   103,147 0 125,965
ISHARES MSCI TAIWAN ETF 464286731 1,201 76,121 SH   SOLE   76,121 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 58,283 5,322,739 SH   SOLE   3,675,336 228,065 1,419,338
JPMORGAN CHASE & CO COM 46625H100 171,863 2,536,354 SH   SOLE   1,678,542 0 857,812
JUNIPER NETWORKS INC COM 48203R104 84,392 3,249,595 SH   SOLE   2,209,488 0 1,040,107
KANSAS CITY SOUTHERN COM NEW 485170302 5,679 62,272 SH   SOLE   4,872 57,400 0
LAUDER ESTEE COS INC CL A 518439104 37,856 436,837 SH   SOLE   35,359 401,478 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 48,707 470,525 SH   SOLE   279,389 0 191,136
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,966 983,392 SH   SOLE   81,256 902,136 0
MASTERCARD INC CL A 57636Q104 163,464 1,748,664 SH   SOLE   878,762 552,222 317,680
MICRON TECHNOLOGY INC COM 595112103 57,276 3,040,149 SH   SOLE   2,075,938 0 964,211
MICROSOFT CORP COM 594918104 124,448 2,818,745 SH   SOLE   1,137,073 950,319 731,353
NETEASE INC SPONSORED ADR 64110W102 69,539 480,030 SH   SOLE   332,368 20,474 127,188
NIKE INC CL B 654106103 11,292 104,536 SH   SOLE   8,136 96,400 0
NOBLE ENERGY INC COM 655044105 21,814 511,119 SH   SOLE   230,170 0 280,949
NORDSTROM INC COM 655664100 19,201 257,731 SH   SOLE   116,339 0 141,392
NRG ENERGY INC COM NEW 629377508 43,410 1,897,375 SH   SOLE   1,104,584 0 792,791
PARKER HANNIFIN CORP COM 701094104 6,744 57,976 SH   SOLE   4,677 53,299 0
PHILIP MORRIS INTL INC COM 718172109 78,461 978,724 SH   SOLE   484,025 0 494,699
PRICE T ROWE GROUP INC COM 74144T108 101,163 1,301,503 SH   SOLE   894,941 0 406,562
PRICELINE GRP INC COM NEW 741503403 120,566 104,712 SH   SOLE   47,521 37,035 20,156
QUALCOMM INC COM 747525103 73,076 1,166,782 SH   SOLE   90,795 1,075,987 0
RALPH LAUREN CORP CL A 751212101 53,062 400,897 SH   SOLE   232,081 58,096 110,720
RYANAIR HLDGS PLC SPONSORED ADR 783513104 65,922 923,950 SH   SOLE   676,804 0 247,146
SANDISK CORP COM 80004C101 35,703 613,248 SH   SOLE   356,883 0 256,365
SCHLUMBERGER LTD COM 806857108 106,784 1,238,953 SH   SOLE   508,306 561,243 169,404
SHERWIN WILLIAMS CO COM 824348106 16,565 60,229 SH   SOLE   27,072 0 33,157
SPROUTS FMRS MKT INC COM 85208M102 21,406 793,395 SH   SOLE   357,807 0 435,588
STATE STR CORP COM 857477103 4,509 58,554 SH   SOLE   0 0 58,554
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 154,816 6,817,218 SH   SOLE   3,704,628 1,381,975 1,730,615
TATA MTRS LTD SPONSORED ADR 876568502 87,620 2,541,931 SH   SOLE   1,210,327 699,272 632,332
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 1,870 196,205 SH   SOLE   52,549 0 143,656
UNION PAC CORP COM 907818108 79,570 834,342 SH   SOLE   581,161 0 253,181
UNITED CONTL HLDGS INC COM 910047109 53,856 1,015,965 SH   SOLE   609,969 0 405,996
UNITED PARCEL SERVICE INC CL B 911312106 10,694 110,350 SH   SOLE   49,666 0 60,684
UNITED RENTALS INC COM 911363109 20,738 236,686 SH   SOLE   106,840 0 129,846
URBAN OUTFITTERS INC COM 917047102 77,613 2,217,560 SH   SOLE   1,553,998 0 663,562
VERIZON COMMUNICATIONS INC COM 92343V104 25,423 545,422 SH   SOLE   245,852 0 299,570
VIACOM INC NEW CL B 92553P201 19,219 297,328 SH   SOLE   134,272 0 163,056
WESTERN UN CO COM 959802109 20,839 1,025,189 SH   SOLE   479,815 0 545,374
WYNDHAM WORLDWIDE CORP COM 98310W108 34,460 420,706 SH   SOLE   245,111 0 175,595
YANDEX N V SHS CLASS A N97284108 60,328 3,963,896 SH   SOLE   1,288,215 2,251,580 424,101
YUM BRANDS INC COM 988498101 117,467 1,304,051 SH   SOLE   102,321 1,201,730 0