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 420 15,336 SH   SOLE 15,336 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,164 122,000 SH   SOLE 122,000 0 0
ALERE INC COM 01449J105 2,165 44,970 SH   SOLE 44,970 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 78,708 5,550,636 SH   SOLE 4,811,578 0 739,058
ALTERA CORP COM 021441100 1,226 24,500 SH   SOLE 24,500 0 0
AMEC FOSTER WHEELER PLC SPONSORED ADR 00167X205 62,068 5,699,621 SH   SOLE 4,880,714 0 818,907
APPLE INC COM 037833100 1,621 14,700 SH   SOLE 14,700 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 655 112,300 SH   SOLE 112,300 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 292 9,000 SH   SOLE 9,000 0 0
BAIDU INC SPON ADR REP A 056752108 235,279 1,712,242 SH   SOLE 1,466,688 0 245,554
BAKER HUGHES INC COM 057224107 3,642 70,000 SH   SOLE 70,000 0 0
BARRICK GOLD CORP COM 067901108 7,374 1,159,533 SH   SOLE 586,595 0 572,938
BIOGEN INC COM 09062X103 1,896 6,500 SH   SOLE 6,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,234 21,220 SH   SOLE 21,220 0 0
BIOTELEMETRY INC COM 090672106 1,591 130,000 SH   SOLE 130,000 0 0
CALLAWAY GOLF CO COM 131193104 18,405 2,204,200 SH   SOLE 2,204,200 0 0
CARDINAL HEALTH INC COM 14149Y108 1,075 14,000 SH   SOLE 14,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 368,961 7,423,764 SH   SOLE 6,119,139 0 1,304,625
CEVA INC COM 157210105 835 45,000 SH   SOLE 45,000 0 0
CIENA CORP COM NEW 171779309 24,247 1,170,260 SH   SOLE 824,260 0 346,000
CIMPRESS N V SHS EURO N20146101 913 12,000 SH   SOLE 12,000 0 0
CISCO SYS INC COM 17275R102 254,759 9,705,132 SH   SOLE 7,834,178 0 1,870,954
COCA COLA CO COM 191216100 16,890 421,000 SH   SOLE 421,000 0 0
CORNING INC COM 219350105 164,613 9,615,301 SH   SOLE 7,894,147 0 1,721,154
DISCOVER FINL SVCS COM 254709108 1,039 20,000 SH   SOLE 20,000 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 279 47,000 SH   SOLE 47,000 0 0
E M C CORP MASS COM 268648102 797 33,000 SH   SOLE 33,000 0 0
EBAY INC COM 278642103 108,865 4,454,394 SH   SOLE 3,601,603 0 852,791
FACEBOOK INC CL A 30303M102 174 1,940 SH   SOLE 1,940 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 15,618 175,000 SH   SOLE 175,000 0 0
GROUPON INC COM CL A 399473107 1,326 407,000 SH   SOLE 407,000 0 0
HALLIBURTON CO COM 406216101 1,272 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 2,022 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 869 90,600 SH   SOLE 90,600 0 0
INCYTE CORP COM 45337C102 2,632 23,864 SH   SOLE 23,864 0 0
INFINERA CORPORATION COM 45667G103 4,166 213,000 SH   SOLE 213,000 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 912 107,932 SH   SOLE 107,932 0 0
INTEL CORP COM 458140100 245,306 8,138,892 SH   SOLE 6,445,751 0 1,693,141
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,250 120,000 SH   SOLE 120,000 0 0
JD COM INC SPON ADR CL A 47215P106 41,383 1,588,000 SH   SOLE 1,588,000 0 0
JOHNSON & JOHNSON COM 478160104 1,082 11,600 SH   SOLE 11,600 0 0
JUNO THERAPEUTICS INC COM 48205A109 1,627 40,000 SH   SOLE 40,000 0 0
KBR INC COM 48242W106 153,087 9,188,903 SH   SOLE 8,182,214 0 1,006,689
LAUDER ESTEE COS INC CL A 518439104 18,153 225,000 SH   SOLE 225,000 0 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 33 5,930 SH   SOLE 5,930 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 62,249 1,424,800 SH   SOLE 1,046,800 0 378,000
MARKIT LTD SHS G58249106 67,309 2,321,031 SH   SOLE 1,898,459 0 422,572
MERCK & CO INC NEW COM 58933Y105 928 18,800 SH   SOLE 18,800 0 0
MGIC INVT CORP WIS COM 552848103 51,572 5,569,403 SH   SOLE 5,536,882 0 32,521
MICRON TECHNOLOGY INC COM 595112103 13,192 880,700 SH   SOLE 633,700 0 247,000
NEWMONT MINING CORP COM 651639106 2,764 172,000 SH   SOLE 101,000 0 71,000
NIELSEN HLDGS PLC SHS EUR G6518L108 154,463 3,473,437 SH   SOLE 2,874,571 0 598,866
ORACLE CORP COM 68389X105 144,237 3,993,300 SH   SOLE 3,175,372 0 817,928
OWENS CORNING NEW COM 690742101 838 20,000 SH   SOLE 20,000 0 0
PAYPAL HLDGS INC COM 70450Y103 199,543 6,428,600 SH   SOLE 5,095,900 0 1,332,700
PERKINELMER INC COM 714046109 1,732 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,495 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 32,578 1,262,748 SH   SOLE 1,097,810 0 164,938
QIWI PLC SPON ADR REP B 74735M108 68,803 4,268,202 SH   SOLE 3,502,828 0 765,374
QLIK TECHNOLOGIES INC COM 74733T105 175,749 4,821,661 SH   SOLE 4,005,788 0 815,873
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 57,997 1,928,740 SH   SOLE 1,588,550 0 340,190
SANDISK CORP COM 80004C101 1,901 35,000 SH   SOLE 35,000 0 0
SEATTLE GENETICS INC COM 812578102 848 22,000 SH   SOLE 22,000 0 0
SINA CORP ORD G81477104 179,205 4,466,746 SH   SOLE 3,886,115 0 580,631
SOUFUN HLDGS LTD ADR 836034108 99,420 15,063,738 SH   SOLE 13,599,362 0 1,464,376
STILLWATER MNG CO COM 86074Q102 139,865 13,539,739 SH   SOLE 11,160,741 0 2,378,998
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3,511 62,200 SH   SOLE 62,200 0 0
TIFFANY & CO NEW COM 886547108 22,857 296,000 SH   SOLE 296,000 0 0
TIME WARNER INC COM NEW 887317303 17,645 256,666 SH   SOLE 256,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 106,605 11,884,677 SH   SOLE 10,966,734 0 917,943
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 2,677 308,500 SH   SOLE 308,500 0 0
ULTRA PETROLEUM CORP COM 903914109 300 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,601 18,000 SH   SOLE 18,000 0 0
VEECO INSTRS INC DEL COM 922417100 512 25,000 SH   SOLE 25,000 0 0
VERASTEM INC COM 92337C104 2,826 1,578,913 SH   SOLE 688,924 0 889,989
YANDEX N V SHS CLASS A N97284108 36,725 3,422,670 SH   SOLE 2,556,770 0 865,900
YOUKU TUDOU INC SPONSORED ADR 98742U100 138,404 7,850,497 SH   SOLE 6,604,224 0 1,246,273
YY INC ADS REPCOM CLA 98426T106 15,546 285,056 SH   SOLE 285,056 0 0
ZILLOW GROUP INC CL A 98954M101 11,349 395,036 SH   SOLE 352,925 0 42,111
ZILLOW GROUP INC CL C CAP STK 98954M200 21,331 790,072 SH   SOLE 705,850 0 84,222