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 916 19,966 SH   SOLE 19,966 0 0
ADECOAGRO S A COM L00849106 5,006 456,233 SH   SOLE 24,986 0 431,247
ADOBE SYS INC COM 00724F101 54,890 573,030 SH   SOLE 321,830 0 251,200
ADVANCE AUTO PARTS INC COM 00751Y106 57,610 356,438 SH   SOLE 201,360 0 155,078
AGRIUM INC COM 008916108 71,654 792,452 SH   SOLE 40,568 0 751,884
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,471 18,500 SH   SOLE 18,500 0 0
AMBEV SA SPONSORED ADR 02319V103 18,548 3,138,391 SH   SOLE 488,732 0 2,649,659
ANDERSONS INC COM 034164103 25,488 717,212 SH   SOLE 35,419 0 681,793
APPLE INC COM 037833100 162,494 1,699,720 SH   SOLE 968,500 0 731,220
ARAMARK COM 03852U106 60,236 1,802,404 SH   SOLE 970,131 0 832,273
ARCHER DANIELS MIDLAND CO COM 039483102 6,720 156,681 SH   SOLE 7,576 0 149,105
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 23,177 837,300 SH   SOLE 467,109 0 370,191
BANK AMER CORP COM 060505104 128,906 9,714,041 SH   SOLE 5,472,141 0 4,241,900
BIOGEN INC COM 09062X103 26,988 111,602 SH   SOLE 63,373 0 48,229
BRUNSWICK CORP COM 117043109 32,796 723,657 SH   SOLE 408,600 0 315,057
BUNGE LIMITED COM G16962105 35,777 604,853 SH   SOLE 31,649 0 573,204
CABELAS INC COM 126804301 15,395 307,541 SH   SOLE 176,144 0 131,397
CELGENE CORP COM 151020104 30,284 307,036 SH   SOLE 164,535 0 142,501
CEMEX SAB DE CV SPON ADR NEW 151290889 104 16,870 SH   SOLE 0 0 16,870
CEPHEID COM 15670R107 27,674 899,954 SH   SOLE 513,018 0 386,936
CERNER CORP COM 156782104 94,714 1,616,294 SH   SOLE 921,203 0 695,091
CF INDS HLDGS INC COM 125269100 132,618 5,502,802 SH   SOLE 1,730,806 0 3,771,996
COMCAST CORP NEW CL A 20030N101 75,940 1,164,929 SH   SOLE 657,906 0 507,023
CONAGRA FOODS INC COM 205887102 1,526 31,906 SH   SOLE 1,639 0 30,267
CREDICORP LTD COM G2519Y108 2,544 16,485 SH   SOLE 16,485 0 0
DARLING INGREDIENTS INC COM 237266101 11,390 764,467 SH   SOLE 38,795 0 725,672
DR REDDYS LABS LTD ADR 256135203 19,301 376,750 SH   SOLE 241,600 0 135,150
EBAY INC COM 278642103 71,494 3,053,919 SH   SOLE 1,721,307 0 1,332,612
F M C CORP COM NEW 302491303 5,962 128,743 SH   SOLE 5,957 0 122,786
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 22,921 3,390,318 SH   SOLE 2,008,876 0 1,381,442
FIRST CASH FINL SVCS INC COM 31942D107 1,241 24,170 SH   SOLE 24,170 0 0
FORTINET INC COM 34959E109 41,696 1,319,968 SH   SOLE 741,162 0 578,806
GENERAL MTRS CO COM 37045V100 100,489 3,550,937 SH   SOLE 2,036,983 0 1,513,954
GOLDMAN SACHS GROUP INC COM 38141G104 194,541 1,309,339 SH   SOLE 742,274 0 567,065
GREEN PLAINS INC COM 393222104 3,884 196,934 SH   SOLE 8,161 0 188,773
GRUBHUB INC COM 400110102 56,538 1,819,715 SH   SOLE 988,280 0 831,435
HAIN CELESTIAL GROUP INC COM 405217100 2,945 59,191 SH   SOLE 3,033 0 56,158
HARLEY DAVIDSON INC COM 412822108 81,299 1,794,676 SH   SOLE 1,014,290 0 780,386
HERSHEY CO COM 427866108 7,923 69,806 SH   SOLE 3,555 0 66,251
ICICI BK LTD ADR 45104G104 136,999 19,080,184 SH   SOLE 11,349,789 0 7,730,395
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,570 12,452 SH   SOLE 655 0 11,797
ISRAEL CHEMICALS LTD SHS M5920A109 614 157,425 SH   SOLE 17,356 0 140,069
JD COM INC SPON ADR CL A 47215P106 69,834 3,289,426 SH   SOLE 1,994,700 0 1,294,726
JPMORGAN CHASE & CO COM 46625H100 129,922 2,090,792 SH   SOLE 1,195,684 0 895,108
LABORATORY CORP AMER HLDGS COM NEW 50540R409 112,899 866,643 SH   SOLE 470,881 0 395,762
LAUDER ESTEE COS INC CL A 518439104 58,027 637,510 SH   SOLE 342,615 0 294,895
LAZARD LTD SHS A G54050102 44,572 1,496,729 SH   SOLE 1,111,806 0 384,923
LIONS GATE ENTMNT CORP COM NEW 535919203 24,729 1,222,467 SH   SOLE 691,961 0 530,506
MARSH & MCLENNAN COS INC COM 571748102 78,490 1,146,492 SH   SOLE 629,838 0 516,654
MEAD JOHNSON NUTRITION CO COM 582839106 2,498 27,528 SH   SOLE 27,528 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 57,485 1,226,488 SH   SOLE 677,822 0 548,666
MOHAWK INDS INC COM 608190104 63,508 334,683 SH   SOLE 188,103 0 146,580
MONDELEZ INTL INC CL A 609207105 37,555 825,205 SH   SOLE 371,507 0 453,698
MONSANTO CO NEW COM 61166W101 109,262 1,056,583 SH   SOLE 403,859 0 652,724
MOSAIC CO NEW COM 61945C103 122,851 4,692,479 SH   SOLE 1,140,595 0 3,551,884
NIKE INC CL B 654106103 111,355 2,017,275 SH   SOLE 1,149,929 0 867,346
NOODLES & CO CL A 65540B105 4,342 444,034 SH   SOLE 21,841 0 422,193
ORACLE CORP COM 68389X105 97,746 2,388,137 SH   SOLE 1,354,751 0 1,033,386
POTASH CORP SASK INC COM 73755L107 143,112 8,812,341 SH   SOLE 3,211,460 0 5,600,881
RALPH LAUREN CORP CL A 751212101 25,218 281,393 SH   SOLE 160,220 0 121,173
RESTORATION HARDWARE HLDGS I COM 761283100 30,191 1,052,797 SH   SOLE 602,693 0 450,104
ROPER TECHNOLOGIES INC COM 776696106 63,777 373,932 SH   SOLE 213,570 0 160,362
STANLEY BLACK & DECKER INC COM 854502101 59,725 537,000 SH   SOLE 304,686 0 232,314
STERICYCLE INC COM 858912108 64,228 616,863 SH   SOLE 351,324 0 265,539
SUNOPTA INC COM 8676EP108 12,872 3,072,316 SH   SOLE 150,170 0 2,922,146
T MOBILE US INC COM 872590104 65,567 1,515,300 SH   SOLE 853,965 0 661,335
THERMO FISHER SCIENTIFIC INC COM 883556102 80,421 544,262 SH   SOLE 267,372 0 276,890
TIFFANY & CO NEW COM 886547108 80,568 1,328,663 SH   SOLE 743,813 0 584,850
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 19,267 1,826,150 SH   SOLE 1,090,214 0 735,936
TIME WARNER INC COM NEW 887317303 45,787 622,641 SH   SOLE 350,983 0 271,658
TRANSDIGM GROUP INC COM 893641100 51,676 195,965 SH   SOLE 110,993 0 84,972
TREEHOUSE FOODS INC COM 89469A104 26,687 259,980 SH   SOLE 13,475 0 246,505
TYCO INTL PLC SHS G91442106 62,577 1,468,947 SH   SOLE 870,584 0 598,363
TYSON FOODS INC CL A 902494103 2,278 34,105 SH   SOLE 1,762 0 32,343
UNITED NAT FOODS INC COM 911163103 18,627 398,004 SH   SOLE 20,943 0 377,061
US FOODS HLDG CORP COM 912008109 32,466 1,339,363 SH   SOLE 661,996 0 677,367
V F CORP COM 918204108 65,965 1,072,793 SH   SOLE 608,086 0 464,707
WESTLAKE CHEM CORP COM 960413102 42,623 993,101 SH   SOLE 562,553 0 430,548
WHITEWAVE FOODS CO COM 966244105 3,457 73,620 SH   SOLE 3,758 0 69,862
YUM BRANDS INC COM 988498101 62,412 752,686 SH   SOLE 395,971 0 356,715
ZOETIS INC CL A 98978V103 1,272 26,808 SH   SOLE 1,357 0 25,451