The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 451 | 15,336 | SH | SOLE | 15,336 | 0 | 0 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 2,970 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
ALERE INC | COM | 01449J105 | 1,757 | 44,970 | SH | SOLE | 44,970 | 0 | 0 | ||
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 62,444 | 5,550,636 | SH | SOLE | 4,811,578 | 0 | 739,058 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 147,596 | 189,710 | SH | SOLE | 155,742 | 0 | 33,968 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 216,347 | 285,088 | SH | SOLE | 239,461 | 0 | 45,627 | ||
AMEC FOSTER WHEELER PLC | SPONSORED ADR | 00167X205 | 29,692 | 4,610,710 | SH | SOLE | 3,900,383 | 0 | 710,327 | ||
APPLE INC | COM | 037833100 | 1,968 | 18,700 | SH | SOLE | 18,700 | 0 | 0 | ||
ARIAD PHARMACEUTICALS INC | COM | 04033A100 | 701 | 112,300 | SH | SOLE | 112,300 | 0 | 0 | ||
AUTOHOME INC | SP ADR RP CL A | 05278C107 | 488 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 332,215 | 1,757,382 | SH | SOLE | 1,512,128 | 0 | 245,254 | ||
BAKER HUGHES INC | COM | 057224107 | 3,230 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 8,557 | 1,159,533 | SH | SOLE | 586,595 | 0 | 572,938 | ||
BIOGEN INC | COM | 09062X103 | 1,991 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,803 | 17,220 | SH | SOLE | 17,220 | 0 | 0 | ||
BIOTELEMETRY INC | COM | 090672106 | 1,518 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 20,763 | 2,204,200 | SH | SOLE | 2,204,200 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 1,249 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 321,746 | 5,905,764 | SH | SOLE | 4,985,140 | 0 | 920,624 | ||
CEVA INC | COM | 157210105 | 490 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 19,394 | 937,377 | SH | SOLE | 640,377 | 0 | 297,000 | ||
CIMPRESS N V | SHS EURO | N20146101 | 973 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 4,429 | 150,000 | SH | SOLE | 98,000 | 0 | 52,000 | ||
CISCO SYS INC | COM | 17275R102 | 260,563 | 9,595,432 | SH | SOLE | 7,843,478 | 0 | 1,751,954 | ||
COCA COLA CO | COM | 191216100 | 112,602 | 2,621,099 | SH | SOLE | 2,436,133 | 0 | 184,966 | ||
CORNING INC | COM | 219350105 | 127,205 | 6,958,711 | SH | SOLE | 5,679,648 | 0 | 1,279,063 | ||
DISCOVER FINL SVCS | COM | 254709108 | 1,072 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 295 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
E M C CORP MASS | COM | 268648102 | 975 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 121,664 | 4,427,394 | SH | SOLE | 3,601,603 | 0 | 825,791 | ||
FACEBOOK INC | CL A | 30303M102 | 203 | 1,940 | SH | SOLE | 1,940 | 0 | 0 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 16,161 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
FOUNDATION MEDICINE INC | COM | 350465100 | 1,158 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 1,315 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 1,249 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
IMMUNOGEN INC | COM | 45253H101 | 1,229 | 90,600 | SH | SOLE | 90,600 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 1,720 | 15,864 | SH | SOLE | 15,864 | 0 | 0 | ||
INFINERA CORPORATION | COM | 45667G103 | 3,859 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
INFINITY PHARMACEUTICALS INC | COM | 45665G303 | 1,153 | 146,932 | SH | SOLE | 146,932 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 220,972 | 6,414,292 | SH | SOLE | 5,235,951 | 0 | 1,178,341 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 1,390 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 128,634 | 3,986,800 | SH | SOLE | 3,986,800 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,191 | 11,600 | SH | SOLE | 11,600 | 0 | 0 | ||
JUNO THERAPEUTICS INC | COM | 48205A109 | 1,758 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 72,965 | 4,312,369 | SH | SOLE | 4,312,369 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 19,813 | 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 | 169,868 | 3,124,882 | SH | SOLE | 2,636,269 | 0 | 488,613 | ||
LIVANOVA PLC | SHS | G5509L101 | 1,423 | 23,982 | SH | SOLE | 23,982 | 0 | 0 | ||
MARKIT LTD | SHS | G58249106 | 60,552 | 2,007,031 | SH | SOLE | 1,898,459 | 0 | 108,572 | ||
MCDONALDS CORP | COM | 580135101 | 151,679 | 1,283,900 | SH | SOLE | 1,059,400 | 0 | 224,500 | ||
MERCK & CO INC NEW | COM | 58933Y105 | 993 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
MGIC INVT CORP WIS | COM | 552848103 | 48,890 | 5,536,882 | SH | SOLE | 5,536,882 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 12,612 | 890,700 | SH | SOLE | 643,700 | 0 | 247,000 | ||
NEWMONT MINING CORP | COM | 651639106 | 3,094 | 172,000 | SH | SOLE | 101,000 | 0 | 71,000 | ||
NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 160,603 | 3,446,437 | SH | SOLE | 2,874,571 | 0 | 571,866 | ||
ORACLE CORP | COM | 68389X105 | 144,669 | 3,960,300 | SH | SOLE | 3,188,372 | 0 | 771,928 | ||
OWENS CORNING NEW | COM | 690742101 | 940 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 258,764 | 7,148,200 | SH | SOLE | 5,778,800 | 0 | 1,369,400 | ||
PERKINELMER INC | COM | 714046109 | 2,019 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,536 | 47,610 | SH | SOLE | 47,610 | 0 | 0 | ||
QIAGEN NV | REG SHS | N72482107 | 40,696 | 1,471,848 | SH | SOLE | 1,295,510 | 0 | 176,338 | ||
QIWI PLC | SPON ADR REP B | 74735M108 | 76,775 | 4,277,202 | SH | SOLE | 3,511,828 | 0 | 765,374 | ||
QLIK TECHNOLOGIES INC | COM | 74733T105 | 127,409 | 4,024,293 | SH | SOLE | 3,391,302 | 0 | 632,991 | ||
SANDISK CORP | COM | 80004C101 | 2,659 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 59,828 | 857,750 | SH | SOLE | 642,100 | 0 | 215,650 | ||
SEATTLE GENETICS INC | COM | 812578102 | 1,525 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 219,192 | 4,437,093 | SH | SOLE | 3,922,462 | 0 | 514,631 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 123,232 | 16,675,575 | SH | SOLE | 15,350,199 | 0 | 1,325,376 | ||
STILLWATER MNG CO | COM | 86074Q102 | 115,392 | 13,464,739 | SH | SOLE | 11,160,741 | 0 | 2,303,998 | ||
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 4,082 | 62,200 | SH | SOLE | 62,200 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 22,581 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 16,598 | 256,666 | SH | SOLE | 256,666 | 0 | 0 | ||
TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 130,969 | 11,884,677 | SH | SOLE | 10,966,734 | 0 | 917,943 | ||
TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | 900111204 | 869 | 102,370 | SH | SOLE | 102,370 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,729 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 514 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
VERASTEM INC | COM | 92337C104 | 1,281 | 688,924 | SH | SOLE | 688,924 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 84,501 | 1,221,300 | SH | SOLE | 1,033,762 | 0 | 187,538 | ||
YANDEX N V | SHS CLASS A | N97284108 | 47,282 | 3,007,770 | SH | SOLE | 2,361,770 | 0 | 646,000 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 116,269 | 4,285,650 | SH | SOLE | 4,285,650 | 0 | 0 | ||
YY INC | ADS REPCOM CLA | 98426T106 | 17,869 | 286,056 | SH | SOLE | 286,056 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 10,286 | 395,036 | SH | SOLE | 352,925 | 0 | 42,111 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 18,550 | 790,072 | SH | SOLE | 705,850 | 0 | 84,222 |