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 53,798 690,615 SH   SOLE 598,281 0 92,334
AGILENT TECHNOLOGIES INC COM 00846U101 857 15,000 SH   SOLE 15,000 0 0
ALERE INC COM 01449J105 1,845 50,970 SH   SOLE 50,970 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 12,147 1,036,449 SH   SOLE 1,036,449 0 0
APPLE INC COM 037833100 1,963 3,500 SH   SOLE 3,500 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 765 112,300 SH   SOLE 112,300 0 0
AUTOHOME INC SP ADR RP CL A ADDED 05278C107 36 1,000 SH   SOLE 1,000 0 0
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 8,984 630,500 SH   SOLE 630,500 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 846 16,000 SH   SOLE 16,000 0 0
BAIDU INC SPON ADR REP A 056752108 348,979 1,961,883 SH   SOLE 1,877,642 0 84,241
BAKER HUGHES INC COM 057224107 257,236 4,655,020 SH   SOLE 4,279,462 0 375,558
BALLARD PWR SYS INC NEW COM 058586108 2,410 1,591,034 SH   SOLE 1,591,034 0 0
BANK OF AMERICA CORPORATION COM 060505104 233,756 15,013,253 SH   SOLE 13,526,012 0 1,487,241
BARRICK GOLD CORP COM 067901108 139,878 7,934,090 SH   SOLE 7,492,237 0 441,853
BEST BUY INC COM 086516101 119 3,000 SH   SOLE 3,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 599 8,520 SH   SOLE 8,520 0 0
CALLAWAY GOLF CO COM 131193104 23,289 2,762,700 SH   SOLE 2,762,700 0 0
CAPSTONE TURBINE CORP COM 14067D102 21,608 16,750,489 SH   SOLE 13,307,270 0 3,443,219
CARDINAL HEALTH INC COM 14149Y108 601 9,000 SH   SOLE 9,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 245,398 6,109,000 SH   SOLE 5,498,575 0 610,425
CEVA INC COM 157210105 761 50,000 SH   SOLE 50,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 19,829 651,000 SH   SOLE 651,000 0 0
CIENA CORP COM NEW 171779309 172,994 7,229,200 SH   SOLE 6,582,220 0 646,980
CISCO SYS INC COM 17275R102 183,089 8,162,700 SH   SOLE 7,652,344 0 510,356
CITRIX SYS INC COM 177376100 569 9,000 SH   SOLE 9,000 0 0
DISCOVER FINL SVCS COM 254709108 1,119 20,000 SH   SOLE 20,000 0 0
DOMTAR CORP COM NEW 257559203 1,745 18,500 SH   SOLE 18,500 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 81,799 5,424,363 SH   SOLE 4,956,935 0 467,428
E M C CORP MASS COM 268648102 578 23,000 SH   SOLE 23,000 0 0
EBAY INC COM 278642103 302,525 5,514,000 SH   SOLE 5,046,000 0 468,000
ELECTRONIC ARTS INC COM 285512109 2,477 108,000 SH   SOLE 108,000 0 0
FEDEX CORP COM 31428X106 102,535 713,193 SH   SOLE 648,479 0 64,714
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,820 131,000 SH   SOLE 131,000 0 0
FOSTER WHEELER AG COM H27178104 331,071 10,032,177 SH   SOLE 9,268,113 0 764,064
GILEAD SCIENCES INC COM 375558103 423 5,640 SH   SOLE 5,640 0 0
GNC HLDGS INC COM CL A 36191G107 1,402 24,000 SH   SOLE 24,000 0 0
GOOGLE INC CL A 38259P508 400,676 357,520 SH   SOLE 330,004 0 27,516
GROUPON INC COM CL A 399473107 17,008 1,445,659 SH   SOLE 1,334,834 0 110,825
GT ADVANCED TECHNOLOGIES INC COM 36191U106 42,242 4,847,108 SH   SOLE 4,847,108 0 0
HALLIBURTON CO COM 406216101 1,827 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 1,151 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 1,079 73,600 SH   SOLE 73,600 0 0
INCYTE CORP COM 45337C102 1,684 33,264 SH   SOLE 33,264 0 0
INFINERA CORPORATION COM 45667G103 22,220 2,272,039 SH   SOLE 2,272,039 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 606 43,932 SH   SOLE 43,932 0 0
INTEL CORP COM 458140100 338,764 13,052,000 SH   SOLE 12,057,809 0 994,191
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 731 63,000 SH   SOLE 63,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 234,266 3,719,108 SH   SOLE 3,397,604 0 321,504
JOHNSON & JOHNSON COM 478160104 28,191 307,800 SH   SOLE 307,800 0 0
KBR INC COM 48242W106 43,630 1,368,143 SH   SOLE 1,368,143 0 0
LAS VEGAS SANDS CORP COM 517834107 92,120 1,168,000 SH   SOLE 1,055,000 0 113,000
LAUDER ESTEE COS INC CL A 518439104 28,094 373,000 SH   SOLE 373,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,673 86,880 SH   SOLE 86,880 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 63,780 4,435,341 SH   SOLE 4,435,341 0 0
MERCER INTL INC COM 588056101 78,764 7,900,171 SH   SOLE 7,900,171 0 0
MERCK & CO INC NEW COM 58933Y105 8,167 163,190 SH   SOLE 163,190 0 0
MGIC INVT CORP WIS COM 552848103 58,472 6,927,974 SH   SOLE 6,835,611 0 92,363
MICRON TECHNOLOGY INC COM 595112103 75,182 3,456,678 SH   SOLE 3,158,832 0 297,846
MICROS SYS INC COM 594901100 688 12,000 SH   SOLE 12,000 0 0
MICROSOFT CORP COM 594918104 236,867 6,331,670 SH   SOLE 6,049,670 0 282,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 23,099 635,291 SH   SOLE 635,291 0 0
NEWMONT MINING CORP COM 651639106 9,741 423,000 SH   SOLE 387,000 0 36,000
NXP SEMICONDUCTORS N V COM N6596X109 918 20,000 SH   SOLE 20,000 0 0
OWENS CORNING NEW COM 690742101 814 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 44,032 530,900 SH   SOLE 530,900 0 0
PERKINELMER INC COM 714046109 1,554 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,458 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 42,407 1,781,076 SH   SOLE 1,616,379 0 164,697
QIWI PLC SPON ADR REP B 74735M108 17,802 317,904 SH   SOLE 151,159 0 166,745
SENOMYX INC COM 81724Q107 9,032 1,785,000 SH   SOLE 1,785,000 0 0
SINA CORP ORD G81477104 353,786 4,199,248 SH   SOLE 3,954,203 0 245,045
SKYWORKS SOLUTIONS INC COM 83088M102 1,428 50,000 SH   SOLE 50,000 0 0
SOHU COM INC COM 83408W103 200,773 2,752,963 SH   SOLE 2,622,471 0 130,492
STILLWATER MNG CO COM 86074Q102 199,098 16,134,362 SH   SOLE 15,009,552 0 1,124,810
SYNERON MEDICAL LTD ORD SHS M87245102 1,160 94,330 SH   SOLE 94,330 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,132 53,200 SH   SOLE 53,200 0 0
TIME WARNER INC COM NEW 887317303 17,755 254,666 SH   SOLE 254,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 129,524 9,475,117 SH   SOLE 8,969,874 0 505,243
TRULIA INC COM 897888103 24,975 708,118 SH   SOLE 639,455 0 68,663
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 2,803 210,000 SH   SOLE 210,000 0 0
ULTRA PETROLEUM CORP COM 903914109 1,017 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,624 67,000 SH   SOLE 67,000 0 0
VEECO INSTRS INC DEL COM 922417100 5,463 166,000 SH   SOLE 166,000 0 0
VERASTEM INC COM 92337C104 3,939 345,543 SH   SOLE 345,543 0 0
VISTAPRINT N V SHS N93540107 1,080 19,000 SH   SOLE 19,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 274,531 9,060,458 SH   SOLE 8,646,425 0 414,033
ZILLOW INC CL A 98954A107 48,776 596,803 SH   SOLE 532,279 0 64,524