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 21,486 2,102,426 SH   SOLE   405,845 0 1,696,581
ADOBE SYS INC COM 00724F101 85,070 1,150,542 SH   SOLE   806,502 0 344,040
AGCO CORP COM 001084102 27,944 586,615 SH   SOLE   320,761 0 265,854
AGRIUM INC COM 008916108 131,097 1,257,282 SH   SOLE   277,320 0 979,962
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 40,234 385,334 SH   SOLE   261,052 0 124,282
AMAZON COM INC COM 023135106 231,396 621,868 SH   SOLE   440,033 0 181,835
AMBEV SA SPONSORED ADR 02319V103 287,775 49,960,308 SH   SOLE   32,467,874 0 17,492,434
AMERICAN EXPRESS CO COM 025816109 80,428 1,029,572 SH   SOLE   722,189 0 307,383
ANDERSONS INC COM 034164103 36,144 873,679 SH   SOLE   189,052 0 684,627
ARCHER DANIELS MIDLAND CO COM 039483102 3,147 66,391 SH   SOLE   13,620 0 52,771
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 65,722 1,445,715 SH   SOLE   1,010,944 0 434,771
AXIALL CORP COM 05463D100 89,694 1,910,832 SH   SOLE   1,358,776 0 552,056
BANCOLOMBIA S A SPON ADR PREF 05968L102 35,085 892,121 SH   SOLE   658,834 0 233,287
BANK AMER CORP COM 060505104 110,821 7,201,021 SH   SOLE   5,029,801 0 2,171,220
BARRICK GOLD CORP COM 067901108 98,241 8,963,361 SH   SOLE   6,458,345 0 2,505,016
BUNGE LIMITED COM G16962105 41,724 506,594 SH   SOLE   111,651 0 394,943
CALPINE CORP COM NEW 131347304 48,080 2,102,367 SH   SOLE   1,495,761 0 606,606
CELGENE CORP COM 151020104 68,877 597,464 SH   SOLE   397,616 0 199,848
CEMEX SAB DE CV SPON ADR NEW 151290889 124 13,109 SH   SOLE   0 0 13,109
CF INDS HLDGS INC COM 125269100 116,159 409,476 SH   SOLE   95,817 0 313,659
CITIGROUP INC COM NEW 172967424 183,699 3,565,591 SH   SOLE   2,441,232 0 1,124,359
COBALT INTL ENERGY INC COM 19075F106 44,013 4,676,957 SH   SOLE   3,328,088 0 1,348,869
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 28,031 5,172,307 SH   SOLE   3,796,764 0 1,375,543
CONAGRA FOODS INC COM 205887102 41,314 1,130,950 SH   SOLE   263,968 0 866,982
CREDICORP LTD COM G2519Y108 74,007 526,245 SH   SOLE   364,794 0 161,451
CRESUD S A C I F Y A SPONSORED ADR 226406106 5,917 430,050 SH   SOLE   42,964 0 387,086
CSX CORP COM 126408103 92,707 2,799,093 SH   SOLE   1,925,597 0 873,496
DARLING INGREDIENTS INC COM 237266101 24,257 1,731,363 SH   SOLE   390,648 0 1,340,715
DOW CHEM CO COM 260543103 286,592 5,973,109 SH   SOLE   3,808,016 0 2,165,093
F M C CORP COM NEW 302491303 4,750 82,986 SH   SOLE   32,583 0 50,403
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 38,366 2,715,012 SH   SOLE   1,983,392 0 731,620
FREEPORT-MCMORAN INC CL B 35671D857 210,992 11,134,275 SH   SOLE   8,057,491 0 3,076,784
FRESH MKT INC COM 35804H106 72,414 1,781,867 SH   SOLE   930,342 0 851,525
GENERAL MTRS CO COM 37045V100 94,073 2,508,588 SH   SOLE   1,797,397 0 711,191
GOLDMAN SACHS GROUP INC COM 38141G104 70,999 377,719 SH   SOLE   267,242 0 110,477
GREEN PLAINS INC COM 393222104 5,265 184,420 SH   SOLE   40,475 0 143,945
GRUBHUB INC COM 400110102 64,923 1,430,375 SH   SOLE   1,014,946 0 415,429
HARLEY DAVIDSON INC COM 412822108 97,102 1,598,610 SH   SOLE   1,118,917 0 479,693
HOMEAWAY INC COM 43739Q100 62,010 2,055,352 SH   SOLE   1,461,856 0 593,496
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 36,699 1,550,432 SH   SOLE   1,146,740 0 403,692
ICICI BK LTD ADR 45104G104 89,229 8,612,752 SH   SOLE   6,336,479 0 2,276,273
INGREDION INC COM 457187102 7,827 100,578 SH   SOLE   26,228 0 74,350
INTREPID POTASH INC COM 46121Y102 15,524 1,344,040 SH   SOLE   298,795 0 1,045,245
INTREXON CORP COM 46122T102 31,436 692,884 SH   SOLE   495,843 0 197,041
ISIS PHARMACEUTICALS INC COM 464330109 55,190 866,770 SH   SOLE   599,851 0 266,919
ISRAEL CHEMICALS LTD SHS M5920A109 13,137 1,852,795 SH   SOLE   422,057 0 1,430,738
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 141,113 12,758,841 SH   SOLE   9,392,689 0 3,366,152
JD COM INC SPON ADR CL A 47215P106 98,196 3,342,328 SH   SOLE   2,465,890 0 876,438
KINDER MORGAN INC DEL COM 49456B101 144,368 3,432,395 SH   SOLE   2,429,171 0 1,003,224
LABORATORY CORP AMER HLDGS COM NEW 50540R409 98,925 784,538 SH   SOLE   515,954 0 268,584
LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 25,859 3,208,292 SH   SOLE   2,373,779 0 834,513
LAUDER ESTEE COS INC CL A 518439104 152,134 1,829,404 SH   SOLE   1,255,523 0 573,881
LAZARD LTD SHS A G54050102 70,854 1,347,353 SH   SOLE   1,073,439 0 273,914
LENDINGCLUB CORP COM 52603A109 28,020 1,425,955 SH   SOLE   1,018,116 0 407,839
LIONS GATE ENTMNT CORP COM NEW 535919203 21,699 639,681 SH   SOLE   451,676 0 188,005
MEDIDATA SOLUTIONS INC COM 58471A105 57,394 1,170,352 SH   SOLE   798,987 0 371,365
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 35,237 1,288,319 SH   SOLE   951,165 0 337,154
MONDELEZ INTL INC CL A 609207105 80,401 2,227,863 SH   SOLE   1,296,687 0 931,176
MOSAIC CO NEW COM 61945C103 221,833 4,816,205 SH   SOLE   1,602,786 0 3,213,419
NAVISTAR INTL CORP NEW COM 63934E108 48,031 1,628,203 SH   SOLE   1,123,710 0 504,493
NEWMONT MINING CORP COM 651639106 63,757 2,936,829 SH   SOLE   1,920,084 0 1,016,745
NOODLES & CO CL A 65540B105 7,257 416,087 SH   SOLE   90,071 0 326,016
ORACLE CORP COM 68389X105 153,728 3,562,671 SH   SOLE   2,546,935 0 1,015,736
PANERA BREAD CO CL A 69840W108 29,853 186,591 SH   SOLE   40,776 0 145,815
POST HLDGS INC COM 737446104 11,362 242,600 SH   SOLE   51,906 0 190,694
POTASH CORP SASK INC COM 73755L107 301,602 9,352,059 SH   SOLE   4,128,397 0 5,223,662
PRECISION CASTPARTS CORP COM 740189105 150,300 715,709 SH   SOLE   506,593 0 209,116
STANLEY BLACK & DECKER INC COM 854502101 81,246 852,011 SH   SOLE   589,521 0 262,490
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 156,121 1,869,723 SH   SOLE   1,306,298 0 563,425
SUNOPTA INC COM 8676EP108 15,641 1,472,824 SH   SOLE   331,731 0 1,141,093
T MOBILE US INC COM 872590104 71,875 2,268,077 SH   SOLE   1,614,930 0 653,147
TARGA RES CORP COM 87612G101 47,896 500,025 SH   SOLE   354,897 0 145,128
THERMO FISHER SCIENTIFIC INC COM 883556102 194,087 1,444,749 SH   SOLE   951,038 0 493,711
TREEHOUSE FOODS INC COM 89469A104 22,915 269,521 SH   SOLE   74,851 0 194,670
TUMI HLDGS INC COM 89969Q104 43,453 1,776,394 SH   SOLE   1,265,619 0 510,775
UBS GROUP AG SHS H42097107 159,762 8,511,481 SH   SOLE   6,190,300 0 2,321,181
VALE S A ADR 91912E105 194,651 34,451,476 SH   SOLE   25,315,570 0 9,135,906
VALERO ENERGY CORP NEW COM 91913Y100 98,609 1,549,997 SH   SOLE   1,123,778 0 426,219
WESTLAKE CHEM CORP COM 960413102 109,175 1,517,594 SH   SOLE   1,075,791 0 441,803
YUM BRANDS INC COM 988498101 159,798 2,029,957 SH   SOLE   1,348,003 0 681,954
ZOETIS INC CL A 98978V103 12,381 267,486 SH   SOLE   88,413 0 179,073