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
AeroVironment Inc. COM 008073108 11,846 393,959 SH   SOLE   393,959 0 0
Arcos Dorados Holdings Inc. COM G0457F107 54,448 9,105,000 SH   SOLE   9,105,000 0 0
Carnival Corp. COM 143658300 91,608 2,280,508 SH   SOLE   2,280,508 0 0
eBay Inc. COM 278642103 89,800 1,585,740 SH   SOLE   1,585,740 0 0
FTI Consulting Inc. COM 302941109 89,370 2,556,344 SH   SOLE   2,556,344 0 0
Google Inc. Class A COM 38259P508 21,836 37,111 SH   SOLE   37,111 0 0
Google Inc. Class C COM 38259P706 21,426 37,111 SH   SOLE   37,111 0 0
Grupo Televisa SA COM 40049J206 101,592 2,998,571 SH   SOLE   2,913,600 0 84,971
Haemonetics Corporation COM 405024100 51,484 1,474,354 SH   SOLE   1,474,354 0 0
ICICI BANK LTD (ADR) COM 45104G104 41,935 854,080 SH   SOLE   818,000 0 36,080
II-VI Inc. COM 902104108 35,772 3,039,236 SH   SOLE   3,039,236 0 0
Mindray Medical Int`l COM 602675100 70,281 2,330,271 SH   SOLE   2,265,718 0 64,553
Oracle Corp COM 68389X105 96,551 2,522,236 SH   SOLE   2,522,236 0 0
Santander Mexico COM 40053C105 35,793 2,645,424 SH   SOLE   2,645,424 0 0
Synopsys Inc. COM 871607107 25,484 642,000 SH   SOLE   642,000 0 0
WuXi Pharmatech COM 929352102 30,438 869,173 SH   SOLE   843,384 0 25,789