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
21VIANET GROUP INC SPONSORED ADR 90138A103 931 32,500 SH   SOLE   32,500 0 0
AFFYMETRIX INC COM 00826T108 1,248 175,000 SH   SOLE   175,000 0 0
AMERICAN EXPRESS CO COM 25816109 20,574 228,493 SH   SOLE   228,493 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 26874784 946 18,924 SH   SOLE   18,924 0 0
AMGEN INC COM 31162100 22,896 185,592 SH   SOLE   185,592 0 0
AOL INC COM 00184X105 874 20,000 SH   SOLE   20,000 0 0
APOLLO EDUCATION GROUP INC CL A 37604105 958 28,000 SH   SOLE   28,000 0 0
APPLE INC COM 37833100 23,359 43,527 SH   SOLE   43,527 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,210 120,000 SH   SOLE   120,000 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 17,755 276,192 SH   SOLE   276,192 0 0
BAIDU INC SPON ADR REP A 56752108 761 5,000 SH   SOLE   5,000 0 0
BANK OF AMERICA CORP COM 60505104 2,981 173,200 SH   SOLE   173,200 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 1,036 51,600 SH   SOLE   51,600 0 0
BEST BUY CO INC COM 86516101 1,241 47,000 SH   SOLE   47,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 963 71,250 SH   SOLE   71,250 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 1,782 23,102 SH   SOLE   23,102 0 0
CEMENTOS PACASMAYO SAA SPON ADR REP 5 15126Q109 1,135 128,824 SH   SOLE   128,824 0 0
CITIGROUP INC COM NEW 172967424 47,707 1,002,369 SH   SOLE   1,002,369 0 0
CNINSURE INC SPONSORED ADR 18976M103 3,880 517,000 SH   SOLE   517,000 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 18,557 149,323 SH   SOLE   149,323 0 0
COUNTRY STYLE COOKING RESTAURANT CHAIN CO LTD SPONSORED ADR 22238M109 3,324 347,950 SH   SOLE   347,950 0 0
CTC MEDIA INC COM 12642X106 2,183 237,000 SH   SOLE   237,000 0 0
CTRIP.COM INTERNATIONAL LTD AMERICAN DEP SHS 22943F100 1,411 28,000 SH   SOLE   28,000 0 0
E*TRADE FINANCIAL CORP COM NEW 269246401 1,001 43,500 SH   SOLE   43,500 0 0
EBAY INC COM 278642103 22,162 401,243 SH   SOLE   401,243 0 0
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 26833A105 1,601 111,500 SH   SOLE   111,500 0 0
ELECTRONIC ARTS INC COM 285512109 2,372 81,800 SH   SOLE   81,800 0 0
EQT CORP COM 26884L109 22,067 227,584 SH   SOLE   227,584 0 0
FACEBOOK INC CL A 30303M102 2,021 33,553 SH   SOLE   33,553 0 0
FIRST SOLAR INC COM 336433107 2,293 32,860 SH   SOLE   32,860 0 0
FORTRESS INVESTMENT GROUP LLC CL A 34958B106 925 125,000 SH   SOLE   125,000 0 0
GENWORTH FINANCIAL INC COM CL A 37247D106 2,165 122,185 SH   SOLE   122,185 0 0
GOOGLE INC CL A 38259P508 21,818 19,577 SH   SOLE   19,577 0 0
HARTFORD FINANCIAL SERVICES GROUP INC/THE COM 416515104 18,122 513,741 SH   SOLE   513,741 0 0
HOME INNS & HOTELS MANAGEMENT INC SPON ADR 43713W107 775 24,000 SH   SOLE   24,000 0 0
ICICI BANK LTD ADR 45104G104 875 20,000 SH   SOLE   20,000 0 0
INVESTMENT TECHNOLOGY GROUP INC COM 46145F105 9,621 476,202 SH   SOLE   476,202 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,215 140,000 SH   SOLE   140,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,578 26,000 SH   SOLE   26,000 0 0
KIRBY CORP COM 497266106 1,703 16,826 SH   SOLE   16,826 0 0
LEGG MASON INC COM 524901105 1,128 23,000 SH   SOLE   23,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,266 49,000 SH   SOLE   49,000 0 0
MONSTER WORLDWIDE INC COM 611742107 1,008 134,709 SH   SOLE   134,709 0 0
NETEASE INC SPONSORED ADR 64110W102 976 14,500 SH   SOLE   14,500 0 0
NORFOLK SOUTHERN CORP COM 655844108 23,752 244,426 SH   SOLE   244,426 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 1,185 67,000 SH   SOLE   67,000 0 0
QLOGIC CORP COM 747277101 841 66,000 SH   SOLE   66,000 0 0
QUALCOMM INC COM 747525103 23,926 303,385 SH   SOLE   303,385 0 0
RUBICON TECHNOLOGY INC COM 78112T107 1,060 93,900 SH   SOLE   93,900 0 0
SINA CORP/CHINA ORD G81477104 604 10,000 SH   SOLE   10,000 0 0
SIZMEK INC COM 83013P105 957 90,000 SH   SOLE   90,000 0 0
SOUFUN HOLDINGS LTD ADR 836034108 547 8,000 SH   SOLE   8,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 18,113 528,311 SH   SOLE   528,311 0 0
THESTREET INC COM 88368Q103 879 337,611 SH   SOLE   337,611 0 0
TIVO INC COM 888706108 1,031 78,000 SH   SOLE   78,000 0 0
TRINA SOLAR LTD SPON ADR 89628E104 1,680 125,000 SH   SOLE   125,000 0 0
TRULIA INC COM 897888103 12,879 387,995 SH   SOLE   387,995 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,901 16,279 SH   SOLE   16,279 0 0
US CONCRETE INC COM NEW 90333L201 2,367 100,650 SH   SOLE   100,650 0 0
USG CORP COM NEW 903293405 8,030 245,325 SH   SOLE   245,325 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 22,409 266,744 SH   SOLE   266,744 0 0
VCA ANTECH INC COM 918194101 934 29,000 SH   SOLE   29,000 0 0
VMWARE INC CL A COM 928563402 1,962 18,173 SH   SOLE   18,173 0 0
WELLS FARGO & CO COM 949746101 950 19,100 SH   SOLE   19,100 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 1,124 30,500 SH   SOLE   30,500 0 0
YAHOO! INC COM 984332106 1,517 42,282 SH   SOLE   42,282 0 0
YANDEX NV-A SHS CLASS A N97284108 1,962 65,000 SH   SOLE   65,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 622 22,200 SH   SOLE   22,200 0 0
ZYNGA INC CL A 98986T108 1,803 420,000 SH   SOLE   420,000 0 0