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 66,073 1,843,044 SH   SOLE 1,658,376 0 184,668
58 COM INC SPON ADR REP A 31680Q104 5,920 142,500 SH   SOLE 142,500 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,722 59,000 SH   SOLE 59,000 0 0
ALCOA INC COM 013817101 249,277 15,787,066 SH   SOLE 14,232,364 0 1,554,702
ALERE INC COM 01449J105 1,708 44,970 SH   SOLE 44,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 159,800 4,595,920 SH   SOLE 3,993,806 0 602,114
ALTERA CORP COM 021441100 1,514 41,000 SH   SOLE 41,000 0 0
AMEC PLC SPONSORED ADR 00167X205 73,753 5,699,621 SH   SOLE 4,880,714 0 818,907
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 7,064 812,044 SH   SOLE 514,033 0 298,011
APPLE INC COM 037833100 1,622 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 771 112,300 SH   SOLE 112,300 0 0
ARISTA NETWORKS INC COM 040413106 243 4,000 SH   SOLE 4,000 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 690 19,000 SH   SOLE 19,000 0 0
BAIDU INC SPON ADR REP A 056752108 280,153 1,228,905 SH   SOLE 1,068,364 0 160,541
BAKER HUGHES INC COM 057224107 81,019 1,444,966 SH   SOLE 1,284,473 0 160,493
BALLARD PWR SYS INC NEW COM 058586108 3,150 1,591,034 SH   SOLE 1,591,034 0 0
BARRICK GOLD CORP COM 067901108 87,602 8,149,078 SH   SOLE 6,508,140 0 1,640,938
BIOMARIN PHARMACEUTICAL INC COM 09061G101 3,030 33,520 SH   SOLE 33,520 0 0
CALLAWAY GOLF CO COM 131193104 18,989 2,466,200 SH   SOLE 2,466,200 0 0
CAPSTONE TURBINE CORP COM 14067D102 10,829 14,647,816 SH   SOLE 11,204,597 0 3,443,219
CARDINAL HEALTH INC COM 14149Y108 1,130 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 429,767 9,480,864 SH   SOLE 7,939,905 0 1,540,959
CEVA INC COM 157210105 3,355 185,000 SH   SOLE 185,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 22,913 871,900 SH   SOLE 871,900 0 0
CIENA CORP COM NEW 171779309 127,405 6,563,925 SH   SOLE 5,710,236 0 853,689
CIMPRESS N V SHS EURO N20146101 898 12,000 SH   SOLE 12,000 0 0
CISCO SYS INC COM 17275R102 220,911 7,942,187 SH   SOLE 6,332,341 0 1,609,846
CITRIX SYS INC COM 177376100 1,224 19,200 SH   SOLE 19,200 0 0
CORNING INC COM 219350105 140,120 6,110,801 SH   SOLE 4,804,347 0 1,306,454
DISCOVER FINL SVCS COM 254709108 1,309 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 8,378 1,157,305 SH   SOLE 1,157,305 0 0
E M C CORP MASS COM 268648102 981 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 228,301 4,068,100 SH   SOLE 3,303,800 0 764,300
FEDEX CORP COM 31428X106 7,120 41,000 SH   SOLE 41,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 11,531 131,000 SH   SOLE 131,000 0 0
GOLDCORP INC NEW COM 380956409 3,085 166,600 SH   SOLE 166,600 0 0
GOOGLE INC CL A 38259P508 187,365 353,080 SH   SOLE 290,574 0 62,506
GOOGLE INC CL C 38259P706 186,492 354,280 SH   SOLE 291,774 0 62,506
GROUPON INC COM CL A 399473107 2,593 314,000 SH   SOLE 314,000 0 0
HALLIBURTON CO COM 406216101 1,415 36,000 SH   SOLE 36,000 0 0
HOMEAWAY INC COM 43739Q100 34,247 1,150,000 SH   SOLE 1,038,411 0 111,589
ICON PLC SHS G4705A100 1,453 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 552 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,431 33,264 SH   SOLE 33,264 0 0
INFINERA CORPORATION COM 45667G103 26,927 1,829,293 SH   SOLE 1,662,274 0 167,019
INFINITY PHARMACEUTICALS INC COM 45665G303 1,822 107,932 SH   SOLE 107,932 0 0
INTEL CORP COM 458140100 434,971 11,985,992 SH   SOLE 9,904,951 0 2,081,041
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,838 120,000 SH   SOLE 120,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 28,925 647,253 SH   SOLE 452,253 0 195,000
JD COM INC SPON ADR CL A 47215P106 10,297 445,000 SH   SOLE 445,000 0 0
JOHNSON & JOHNSON COM 478160104 26,633 254,700 SH   SOLE 131,700 0 123,000
JUNO THERAPEUTICS INC COM 48205A109 2,088 40,000 SH   SOLE 40,000 0 0
KBR INC COM 48242W106 156,926 9,258,181 SH   SOLE 7,987,823 0 1,270,358
LAUDER ESTEE COS INC CL A 518439104 25,146 330,000 SH   SOLE 330,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 622 57,864 SH   SOLE 57,864 0 0
MARKIT LTD SHS G58249106 56,613 2,142,031 SH   SOLE 1,719,459 0 422,572
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,102 76,000 SH   SOLE 76,000 0 0
MERCER INTL INC COM 588056101 43,606 3,548,112 SH   SOLE 3,548,112 0 0
MERCK & CO INC NEW COM 58933Y105 1,067 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 59,964 6,433,965 SH   SOLE 6,341,602 0 92,363
MICRON TECHNOLOGY INC COM 595112103 11,717 334,700 SH   SOLE 334,700 0 0
MICROSOFT CORP COM 594918104 105,598 2,273,385 SH   SOLE 1,354,218 0 919,167
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 25,456 964,256 SH   SOLE 964,256 0 0
NEWMONT MINING CORP COM 651639106 13,629 721,131 SH   SOLE 650,131 0 71,000
NIELSEN N V COM N63218106 135,227 3,023,201 SH   SOLE 2,501,533 0 521,668
ORACLE CORP COM 68389X105 136,407 3,033,300 SH   SOLE 2,609,594 0 423,706
OWENS CORNING NEW COM 690742101 716 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 37,341 394,900 SH   SOLE 282,900 0 112,000
PERKINELMER INC COM 714046109 1,648 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,483 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 50,112 2,136,076 SH   SOLE 1,927,138 0 208,938
QIWI PLC SPON ADR REP B 74735M108 44,108 2,184,664 SH   SOLE 1,792,589 0 392,075
QLIK TECHNOLOGIES INC COM 74733T105 617 20,000 SH   SOLE 20,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 64,869 2,281,712 SH   SOLE 2,129,522 0 152,190
SENOMYX INC COM 81724Q107 3,861 642,482 SH   SOLE 642,482 0 0
SINA CORP ORD G81477104 164,330 4,392,690 SH   SOLE 3,894,878 0 497,812
SKYWORKS SOLUTIONS INC COM 83088M102 508 7,000 SH   SOLE 7,000 0 0
SOHU COM INC COM 83408W103 46,425 872,986 SH   SOLE 783,494 0 89,492
SOUFUN HLDGS LTD ADR 836034108 96,506 13,059,034 SH   SOLE 11,682,058 0 1,376,976
STILLWATER MNG CO COM 86074Q102 204,008 13,840,461 SH   SOLE 11,461,463 0 2,378,998
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,577 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 25,005 234,000 SH   SOLE 234,000 0 0
TIME WARNER INC COM NEW 887317303 22,266 260,666 SH   SOLE 260,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 98,443 10,631,030 SH   SOLE 9,805,687 0 825,343
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 4,203 278,000 SH   SOLE 278,000 0 0
ULTRA PETROLEUM CORP COM 903914109 618 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,165 71,000 SH   SOLE 71,000 0 0
VEECO INSTRS INC DEL COM 922417100 5,685 163,000 SH   SOLE 163,000 0 0
VERASTEM INC COM 92337C104 16,953 1,854,897 SH   SOLE 872,420 0 982,477
VERIZON COMMUNICATIONS INC COM 92343V104 435 9,256 SH   SOLE 9,256 0 0
YANDEX N V SHS CLASS A N97284108 71,010 3,953,800 SH   SOLE 3,345,000 0 608,800
YOUKU TUDOU INC SPONSORED ADR 98742U100 217,902 12,234,838 SH   SOLE 11,067,987 0 1,166,851
YY INC ADS REPCOM CLA 98426T106 3,927 63,000 SH   SOLE 63,000 0 0
ZILLOW INC CL A 98954A107 41,830 395,036 SH   SOLE 352,925 0 42,111