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
58 COM INC SPON ADR REP A 31680Q104 596 9,035 SH   SOLE 9,035 0 0
ADECOAGRO S A COM L00849106 10,668 868,035 SH   SOLE 205,001 0 663,034
ADOBE SYS INC COM 00724F101 73,380 781,111 SH   SOLE 466,012 0 315,099
AGRIUM INC COM 008916108 103,826 1,162,144 SH   SOLE 283,477 0 878,667
AMBEV SA SPONSORED ADR 02319V103 115,105 25,807,980 SH   SOLE 14,486,448 0 11,321,532
AMERICAN EXPRESS CO COM 025816109 87,823 1,262,765 SH   SOLE 778,219 0 484,546
ANDERSONS INC COM 034164103 32,557 1,029,322 SH   SOLE 247,074 0 782,248
ARCHER DANIELS MIDLAND CO COM 039483102 7,777 212,025 SH   SOLE 59,783 0 152,242
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 49,532 1,373,581 SH   SOLE 839,663 0 533,918
BANK AMER CORP COM 060505104 77,694 4,616,492 SH   SOLE 2,748,758 0 1,867,734
BARRICK GOLD CORP COM 067901108 41,366 5,605,200 SH   SOLE 3,590,147 0 2,015,053
BUNGE LIMITED COM G16962105 34,171 500,455 SH   SOLE 123,973 0 376,482
CABELAS INC COM 126804301 37,984 812,845 SH   SOLE 505,960 0 306,885
CALPINE CORP COM NEW 131347304 41,392 2,860,604 SH   SOLE 1,775,731 0 1,084,873
CELGENE CORP COM 151020104 37,022 309,128 SH   SOLE 171,127 0 138,001
CEMEX SAB DE CV SPON ADR NEW 151290889 87 15,598 SH   SOLE 0 0 15,598
CF INDS HLDGS INC COM 125269100 204,687 5,015,632 SH   SOLE 2,059,844 0 2,955,788
CITIGROUP INC COM NEW 172967424 66,309 1,281,306 SH   SOLE 753,264 0 528,042
CREDICORP LTD COM G2519Y108 67,691 695,536 SH   SOLE 443,395 0 252,141
CSX CORP COM 126408103 84,313 3,249,146 SH   SOLE 1,956,658 0 1,292,488
DARLING INGREDIENTS INC COM 237266101 17,400 1,653,981 SH   SOLE 398,378 0 1,255,603
DOW CHEM CO COM 260543103 152,020 2,952,992 SH   SOLE 1,626,648 0 1,326,344
DR REDDYS LABS LTD ADR 256135203 2,158 46,626 SH   SOLE 46,626 0 0
EBAY INC COM 278642103 37,162 1,352,451 SH   SOLE 838,813 0 513,638
ENDO INTL PLC SHS G30401106 60,288 984,761 SH   SOLE 608,116 0 376,645
EXXON MOBIL CORP COM 30231G102 114,425 1,467,960 SH   SOLE 912,080 0 555,880
F M C CORP COM NEW 302491303 8,704 222,449 SH   SOLE 55,046 0 167,403
FIRST CASH FINL SVCS INC COM 31942D107 2,338 62,449 SH   SOLE 62,449 0 0
FORTINET INC COM 34959E109 31,162 999,775 SH   SOLE 610,084 0 389,691
FRESH MKT INC COM 35804H106 16,924 722,642 SH   SOLE 168,952 0 553,690
GENERAL MTRS CO COM 37045V100 142,219 4,181,652 SH   SOLE 2,609,876 0 1,571,776
GOLDMAN SACHS GROUP INC COM 38141G104 84,819 470,618 SH   SOLE 291,143 0 179,475
GREEN PLAINS INC COM 393222104 5,796 253,068 SH   SOLE 60,338 0 192,730
GRUBHUB INC COM 400110102 52,889 2,185,473 SH   SOLE 1,340,533 0 844,940
HARLEY DAVIDSON INC COM 412822108 94,670 2,085,690 SH   SOLE 1,287,264 0 798,426
HCA HOLDINGS INC COM 40412C101 37,995 561,807 SH   SOLE 347,505 0 214,302
HERSHEY CO COM 427866108 34,956 391,578 SH   SOLE 189,172 0 202,406
HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 35,101 1,027,577 SH   SOLE 664,725 0 362,852
ICICI BK LTD ADR 45104G104 148,879 19,013,941 SH   SOLE 12,268,507 0 6,745,434
INGREDION INC COM 457187102 3,565 37,207 SH   SOLE 14,977 0 22,230
INTREPID POTASH INC COM 46121Y102 2,027 687,400 SH   SOLE 288,039 0 399,361
ISRAEL CHEMICALS LTD SHS M5920A109 1,578 389,684 SH   SOLE 156,653 0 233,031
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 171,077 26,278,844 SH   SOLE 16,836,826 0 9,442,018
JD COM INC SPON ADR CL A 47215P106 67,136 2,080,796 SH   SOLE 1,359,511 0 721,285
KINDER MORGAN INC DEL COM 49456B101 48,603 3,257,564 SH   SOLE 1,991,627 0 1,265,937
LABORATORY CORP AMER HLDGS COM NEW 50540R409 72,127 583,355 SH   SOLE 341,028 0 242,327
LAUDER ESTEE COS INC CL A 518439104 107,022 1,215,321 SH   SOLE 727,560 0 487,761
LAZARD LTD SHS A G54050102 56,383 1,252,686 SH   SOLE 922,934 0 329,752
LENDINGCLUB CORP COM 52603A109 22,645 2,049,417 SH   SOLE 1,271,602 0 777,815
MARSH & MCLENNAN COS INC COM 571748102 72,143 1,301,071 SH   SOLE 804,169 0 496,902
MEAD JOHNSON NUTRITION CO COM 582839106 2,190 27,740 SH   SOLE 27,740 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 48,884 991,760 SH   SOLE 588,003 0 403,757
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 25,874 954,098 SH   SOLE 613,835 0 340,263
MOHAWK INDS INC COM 608190104 47,551 251,089 SH   SOLE 153,380 0 97,709
MONDELEZ INTL INC CL A 609207105 12,523 279,268 SH   SOLE 90,538 0 188,730
MONSANTO CO NEW COM 61166W101 50,563 513,218 SH   SOLE 135,748 0 377,470
MOSAIC CO NEW COM 61945C103 158,971 5,762,018 SH   SOLE 2,191,829 0 3,570,189
NEWMONT MINING CORP COM 651639106 88,925 4,943,007 SH   SOLE 3,004,866 0 1,938,141
NOODLES & CO CL A 65540B105 5,437 561,051 SH   SOLE 129,884 0 431,167
ORACLE CORP COM 68389X105 112,817 3,088,353 SH   SOLE 1,932,844 0 1,155,509
PANERA BREAD CO CL A 69840W108 4,194 21,534 SH   SOLE 12,619 0 8,915
POSCO SPONSORED ADR 693483109 1,270 35,900 SH   SOLE 34,103 0 1,797
POTASH CORP SASK INC COM 73755L107 199,027 11,625,379 SH   SOLE 5,475,059 0 6,150,320
PROCTER & GAMBLE CO COM 742718109 115,050 1,448,792 SH   SOLE 888,849 0 559,943
ROPER TECHNOLOGIES INC COM 776696106 56,731 298,922 SH   SOLE 185,922 0 113,000
STANLEY BLACK & DECKER INC COM 854502101 67,409 631,586 SH   SOLE 389,114 0 242,472
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 112,360 1,621,857 SH   SOLE 990,358 0 631,499
SUNOPTA INC COM 8676EP108 24,548 3,589,047 SH   SOLE 872,873 0 2,716,174
T MOBILE US INC COM 872590104 109,394 2,796,368 SH   SOLE 1,730,281 0 1,066,087
THERMO FISHER SCIENTIFIC INC COM 883556102 167,301 1,179,406 SH   SOLE 683,518 0 495,888
TIFFANY & CO NEW COM 886547108 131,352 1,721,758 SH   SOLE 1,064,202 0 657,556
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 42,199 4,976,247 SH   SOLE 3,167,111 0 1,809,136
TREEHOUSE FOODS INC COM 89469A104 29,686 378,351 SH   SOLE 104,913 0 273,438
TUMI HLDGS INC COM 89969Q104 29,252 1,758,967 SH   SOLE 1,098,070 0 660,897
TYCO INTL PLC SHS G91442106 74,517 2,336,727 SH   SOLE 1,501,329 0 835,398
TYSON FOODS INC CL A 902494103 2,359 44,239 SH   SOLE 11,186 0 33,053
UBS GROUP AG SHS H42097107 142,259 7,344,397 SH   SOLE 4,667,759 0 2,676,638
UNITED NAT FOODS INC COM 911163103 19,939 506,596 SH   SOLE 121,503 0 385,093
V F CORP COM 918204108 78,548 1,261,805 SH   SOLE 776,483 0 485,322
VALE S A ADR REPSTG PFD 91912E204 18,905 7,413,225 SH   SOLE 4,783,712 0 2,629,513
WESTLAKE CHEM CORP COM 960413102 63,258 1,164,530 SH   SOLE 718,987 0 445,543
YUM BRANDS INC COM 988498101 69,795 955,431 SH   SOLE 539,219 0 416,212
ZOETIS INC CL A 98978V103 3,659 76,348 SH   SOLE 29,477 0 46,871