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
ADECOAGRO S A COM L00849106 24,220 3,023,576 SH   SOLE   556,377 0 2,467,199
ADOBE SYS INC COM 00724F101 88,092 1,211,739 SH   SOLE   851,585 0 360,154
AGCO CORP COM 001084102 27,484 608,076 SH   SOLE   334,602 0 273,474
AGRIUM INC COM 008916108 118,859 1,254,837 SH   SOLE   262,226 0 992,611
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 39,362 405,799 SH   SOLE   276,277 0 129,522
AMAZON COM INC COM 023135106 292,946 943,922 SH   SOLE   667,730 0 276,192
AMBEV SA SPONSORED ADR 02319V103 282,012 45,339,416 SH   SOLE   29,550,630 0 15,788,786
ANDERSONS INC COM 034164103 24,013 451,890 SH   SOLE   90,749 0 361,141
ARCHER DANIELS MIDLAND CO COM 039483102 3,513 67,584 SH   SOLE   13,989 0 53,595
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 75,793 1,499,965 SH   SOLE   1,066,706 0 433,259
AXIALL CORP COM 05463D100 85,688 2,017,633 SH   SOLE   1,438,275 0 579,358
BANCO BRADESCO S A SP ADR PFD NEW 059460303 32,867 2,458,182 SH   SOLE   1,814,820 0 643,362
BANK AMER CORP COM 060505104 135,423 7,569,731 SH   SOLE   5,301,749 0 2,267,982
BUNGE LIMITED COM G16962105 44,023 484,252 SH   SOLE   102,084 0 382,168
CALPINE CORP COM NEW 131347304 78,290 3,537,937 SH   SOLE   2,506,835 0 1,031,102
CELGENE CORP COM 151020104 69,868 624,615 SH   SOLE   419,668 0 204,947
CELLULAR DYNAMICS INTL INC COM 15117V109 355 55,149 SH   SOLE   0 0 55,149
CF INDS HLDGS INC COM 125269100 94,117 345,336 SH   SOLE   74,962 0 270,374
CITIGROUP INC COM NEW 172967424 202,571 3,743,752 SH   SOLE   2,575,927 0 1,167,825
COBALT INTL ENERGY INC COM 19075F106 43,793 4,926,015 SH   SOLE   3,513,850 0 1,412,165
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 34,114 5,423,343 SH   SOLE   3,994,025 0 1,429,318
CONAGRA FOODS INC COM 205887102 109,957 3,030,806 SH   SOLE   1,570,951 0 1,459,855
CREDICORP LTD COM G2519Y108 58,788 367,007 SH   SOLE   243,082 0 123,925
CRESUD S A C I F Y A SPONSORED ADR 226406106 13,877 1,375,349 SH   SOLE   214,571 0 1,160,778
CSX CORP COM 126408103 98,050 2,706,292 SH   SOLE   1,841,124 0 865,168
DARLING INGREDIENTS INC COM 237266101 31,719 1,746,682 SH   SOLE   384,834 0 1,361,848
DOW CHEM CO COM 260543103 281,997 6,182,797 SH   SOLE   3,982,891 0 2,199,906
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 61,984 5,109,960 SH   SOLE   3,738,288 0 1,371,672
FREEPORT-MCMORAN INC CL B 35671D857 223,866 9,583,336 SH   SOLE   6,971,466 0 2,611,870
FRESH MKT INC COM 35804H106 78,353 1,901,808 SH   SOLE   977,509 0 924,299
GENERAL MTRS CO COM 37045V100 91,379 2,617,507 SH   SOLE   1,872,161 0 745,346
GRUBHUB INC COM 400110102 49,066 1,350,933 SH   SOLE   959,926 0 391,007
HARLEY DAVIDSON INC COM 412822108 64,830 983,621 SH   SOLE   699,580 0 284,041
HOMEAWAY INC COM 43739Q100 58,510 1,964,742 SH   SOLE   1,401,201 0 563,541
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 39,420 1,313,083 SH   SOLE   970,938 0 342,145
ICICI BK LTD ADR 45104G104 34,004 2,943,991 SH   SOLE   2,170,596 0 773,395
INGREDION INC COM 457187102 11,699 137,882 SH   SOLE   31,683 0 106,199
INTREPID POTASH INC COM 46121Y102 14,769 1,064,066 SH   SOLE   229,012 0 835,054
INTREXON CORP COM 46122T102 37,111 1,348,113 SH   SOLE   956,539 0 391,574
IROBOT CORP COM 462726100 38,942 1,121,608 SH   SOLE   797,159 0 324,449
ISIS PHARMACEUTICALS INC COM 464330109 51,957 841,476 SH   SOLE   583,356 0 258,120
ISRAEL CHEMICALS LTD SHS M5920A109 12,721 1,754,725 SH   SOLE   384,899 0 1,369,826
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 44,840 3,446,691 SH   SOLE   2,540,766 0 905,925
JD COM INC SPON ADR CL A 47215P106 66,716 2,883,087 SH   SOLE   2,132,036 0 751,051
KINDER MORGAN INC DEL COM 49456B101 151,490 3,580,468 SH   SOLE   2,571,561 0 1,008,907
LABORATORY CORP AMER HLDGS COM NEW 50540R409 98,697 914,696 SH   SOLE   609,804 0 304,892
LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 34,949 2,917,243 SH   SOLE   2,159,831 0 757,412
LAUDER ESTEE COS INC CL A 518439104 147,106 1,930,518 SH   SOLE   1,330,613 0 599,905
LAZARD LTD SHS A G54050102 45,679 913,023 SH   SOLE   733,418 0 179,605
MEDIDATA SOLUTIONS INC COM 58471A105 58,007 1,214,796 SH   SOLE   841,537 0 373,259
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 26,654 1,009,580 SH   SOLE   747,257 0 262,323
MONDELEZ INTL INC CL A 609207105 82,801 2,279,476 SH   SOLE   1,358,829 0 920,647
MOSAIC CO NEW COM 61945C103 275,346 6,031,739 SH   SOLE   2,227,269 0 3,804,470
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 484 270,606 SH   SOLE   270,606 0 0
NAVISTAR INTL CORP NEW COM 63934E108 93,703 2,798,836 SH   SOLE   1,956,458 0 842,378
NEWMONT MINING CORP COM 651639106 170,960 9,045,570 SH   SOLE   6,318,044 0 2,727,526
NOODLES & CO CL A 65540B105 5,755 218,411 SH   SOLE   44,665 0 173,746
ORACLE CORP COM 68389X105 145,114 3,226,859 SH   SOLE   2,312,367 0 914,492
PANERA BREAD CO CL A 69840W108 28,990 165,842 SH   SOLE   35,336 0 130,506
POST HLDGS INC COM 737446104 10,264 245,037 SH   SOLE   51,369 0 193,668
POTASH CORP SASK INC COM 73755L107 364,078 10,307,969 SH   SOLE   4,712,015 0 5,595,954
STANLEY BLACK & DECKER INC COM 854502101 86,410 899,369 SH   SOLE   624,955 0 274,414
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 113,656 1,401,969 SH   SOLE   973,071 0 428,898
SUNOPTA INC COM 8676EP108 1,989 167,836 SH   SOLE   45,991 0 121,845
TESORO CORP COM 881609101 55,549 747,152 SH   SOLE   525,183 0 221,969
THERMO FISHER SCIENTIFIC INC COM 883556102 174,426 1,392,198 SH   SOLE   918,826 0 473,372
TREEHOUSE FOODS INC COM 89469A104 20,213 236,310 SH   SOLE   74,203 0 162,107
TUMI HLDGS INC COM 89969Q104 44,500 1,875,238 SH   SOLE   1,335,467 0 539,771
UBS GROUP AG SHS H42097107 138,620 8,130,232 SH   SOLE   5,920,059 0 2,210,173
VALE S A ADR 91912E105 223,232 27,290,004 SH   SOLE   20,037,457 0 7,252,547
VALERO ENERGY CORP NEW COM 91913Y100 100,482 2,029,912 SH   SOLE   1,424,360 0 605,552
WESTLAKE CHEM CORP COM 960413102 88,596 1,450,231 SH   SOLE   1,030,730 0 419,501
YUM BRANDS INC COM 988498101 173,847 2,386,369 SH   SOLE   1,602,742 0 783,627
ZOETIS INC CL A 98978V103 12,027 279,522 SH   SOLE   85,848 0 193,674