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 49,071 1,476,284 SH   SOLE 1,476,284 0 0
58 COM INC SPON ADR REP A 31680Q104 10,730 167,500 SH   SOLE 167,500 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,153 122,000 SH   SOLE 122,000 0 0
ALERE INC COM 01449J105 2,372 44,970 SH   SOLE 44,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 163,581 5,416,616 SH   SOLE 4,698,646 0 717,970
ALTERA CORP COM 021441100 1,254 24,500 SH   SOLE 24,500 0 0
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 73,639 5,699,621 SH   SOLE 4,880,714 0 818,907
APPLE INC COM 037833100 1,843 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 928 112,300 SH   SOLE 112,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 454 9,000 SH   SOLE 9,000 0 0
BAIDU INC SPON ADR REP A 056752108 275,203 1,382,375 SH   SOLE 1,221,834 0 160,541
BAKER HUGHES INC COM 057224107 4,319 70,000 SH   SOLE 70,000 0 0
BARRICK GOLD CORP COM 067901108 12,360 1,159,533 SH   SOLE 586,595 0 572,938
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,902 21,220 SH   SOLE 21,220 0 0
BIOTELEMETRY INC COM 090672106 1,225 130,000 SH   SOLE 130,000 0 0
CALLAWAY GOLF CO COM 131193104 19,705 2,204,200 SH   SOLE 2,204,200 0 0
CAPSTONE TURBINE CORP COM 14067D102 360 876,491 SH   SOLE 621,963 0 254,528
CARDINAL HEALTH INC COM 14149Y108 1,171 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 468,319 9,482,064 SH   SOLE 7,941,105 0 1,540,959
CEVA INC COM 157210105 3,303 170,000 SH   SOLE 170,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 12,926 529,327 SH   SOLE 529,327 0 0
CIENA CORP COM NEW 171779309 145,746 6,154,825 SH   SOLE 5,335,836 0 818,989
CIMPRESS N V SHS EURO N20146101 1,009 12,000 SH   SOLE 12,000 0 0
CISCO SYS INC COM 17275R102 287,126 10,456,187 SH   SOLE 8,670,241 0 1,785,946
CORNING INC COM 219350105 128,418 6,508,801 SH   SOLE 5,153,347 0 1,355,454
DISCOVER FINL SVCS COM 254709108 1,152 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 1,112 165,615 SH   SOLE 165,615 0 0
E M C CORP MASS COM 268648102 870 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 256,718 4,261,600 SH   SOLE 3,477,200 0 784,400
FACEBOOK INC CL A 30303M102 166 1,940 SH   SOLE 1,940 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 13,808 155,000 SH   SOLE 155,000 0 0
GOOGLE INC CL A 38259P508 186,843 345,980 SH   SOLE 283,032 0 62,948
GOOGLE INC CL C 38259P706 213,199 409,598 SH   SOLE 341,891 0 67,707
GROUPON INC COM CL A 399473107 1,579 314,000 SH   SOLE 314,000 0 0
HALLIBURTON CO COM 406216101 1,550 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 1,918 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 1,302 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,486 23,864 SH   SOLE 23,864 0 0
INFINERA CORPORATION COM 45667G103 4,468 213,000 SH   SOLE 213,000 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 1,181 107,932 SH   SOLE 107,932 0 0
INTEL CORP COM 458140100 364,827 11,994,992 SH   SOLE 9,913,951 0 2,081,041
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,447 120,000 SH   SOLE 120,000 0 0
JD COM INC SPON ADR CL A 47215P106 69,768 2,046,000 SH   SOLE 2,046,000 0 0
JOHNSON & JOHNSON COM 478160104 1,130 11,600 SH   SOLE 11,600 0 0
JUNO THERAPEUTICS INC COM 48205A109 2,133 40,000 SH   SOLE 40,000 0 0
KBR INC COM 48242W106 195,442 10,033,003 SH   SOLE 8,957,632 0 1,075,371
LAUDER ESTEE COS INC CL A 518439104 19,498 225,000 SH   SOLE 225,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 49 5,930 SH   SOLE 5,930 0 0
MARKIT LTD SHS G58249106 59,860 2,341,031 SH   SOLE 1,918,459 0 422,572
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,002 76,000 SH   SOLE 76,000 0 0
MERCK & CO INC NEW COM 58933Y105 1,070 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 63,379 5,569,403 SH   SOLE 5,536,882 0 32,521
MICRON TECHNOLOGY INC COM 595112103 16,513 876,500 SH   SOLE 629,500 0 247,000
MICROSOFT CORP COM 594918104 67,301 1,524,385 SH   SOLE 902,385 0 622,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 608 21,355 SH   SOLE 21,355 0 0
NEWMONT MINING CORP COM 651639106 4,017 172,000 SH   SOLE 101,000 0 71,000
NIELSEN N V COM N63218106 151,668 3,387,737 SH   SOLE 2,828,164 0 559,573
ORACLE CORP COM 68389X105 40,513 1,005,300 SH   SOLE 691,300 0 314,000
OWENS CORNING NEW COM 690742101 825 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 16,241 174,000 SH   SOLE 174,000 0 0
PERKINELMER INC COM 714046109 1,984 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,596 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 37,996 1,532,748 SH   SOLE 1,367,810 0 164,938
QIWI PLC SPON ADR REP B 74735M108 118,601 4,228,202 SH   SOLE 3,462,828 0 765,374
QLIK TECHNOLOGIES INC COM 74733T105 182,465 5,219,258 SH   SOLE 4,376,668 0 842,590
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 84,959 1,982,712 SH   SOLE 1,856,522 0 126,190
SENOMYX INC COM 81724Q107 302 56,516 SH   SOLE 56,516 0 0
SERES THERAPEUTICS INC COM 81750R102 207 5,000 SH   SOLE 5,000 0 0
SINA CORP ORD G81477104 225,063 4,201,690 SH   SOLE 3,685,878 0 515,812
SINOVAC BIOTECH LTD SHS P8696W104 159 30,400 SH   SOLE 30,400 0 0
SOHU COM INC COM 83408W103 43,179 730,734 SH   SOLE 645,080 0 85,654
SOUFUN HLDGS LTD ADR 836034108 105,200 12,509,034 SH   SOLE 11,132,058 0 1,376,976
STILLWATER MNG CO COM 86074Q102 156,925 13,539,739 SH   SOLE 11,160,741 0 2,378,998
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,676 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 25,336 276,000 SH   SOLE 276,000 0 0
TIME WARNER INC COM NEW 887317303 22,784 260,666 SH   SOLE 260,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 129,227 11,102,030 SH   SOLE 10,184,087 0 917,943
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 4,521 393,500 SH   SOLE 393,500 0 0
ULTRA PETROLEUM CORP COM 903914109 588 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,996 18,000 SH   SOLE 18,000 0 0
VEECO INSTRS INC DEL COM 922417100 804 28,000 SH   SOLE 28,000 0 0
VERASTEM INC COM 92337C104 13,051 1,730,913 SH   SOLE 840,924 0 889,989
YANDEX N V SHS CLASS A N97284108 52,093 3,422,670 SH   SOLE 2,556,770 0 865,900
YOUKU TUDOU INC SPONSORED ADR 98742U100 206,789 8,430,075 SH   SOLE 7,301,224 0 1,128,851
YY INC ADS REPCOM CLA 98426T106 69,245 996,056 SH   SOLE 948,056 0 48,000
ZILLOW GROUP INC CL A 98954M101 34,265 395,036 SH   SOLE 352,925 0 42,111