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
APPLE INC Com 037833100 59,930 151,137 SH   SOLE 0 151,137 0 0
COMPANHIA DE BEBIDAS DAS AME Sponsored ADR 20441W203 65,445 1,752,200 SH   SOLE 0 1,752,200 0 0
ALLERGAN INC Com 018490102 61,935 735,216 SH   SOLE 0 735,216 0 0
ALTERA CORP Com 021441100 59,497 1,803,489 SH   SOLE 0 1,803,489 0 0
AMERICAN TOWER C Com 03027X100 49,024 670,000 SH   SOLE 0 670,000 0 0
AMERICA MOVIL SAB DE CV Sponsored ADR 02364W105 37,475 1,722,984 SH   SOLE 0 1,722,984 0 0
AMAZON.COM INC Com 023135106 24,437 88,000 SH   SOLE 0 88,000 0 0
APACHE CORP Com 037411105 57,004 680,000 SH   SOLE 0 680,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 39,698 3,051,345 SH   SOLE 0 3,051,345 0 0
BIOMARIN PHARMAC Com 09061G101 45,335 813,334 SH   SOLE 0 813,334 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 16,048 656,367 SH   SOLE 0 656,367 0 0
GRUPO FINANCIERO SANTANDER M Spon ADR SHS B 40053C105 22,341 1,572,222 SH   SOLE 0 1,572,222 0 0
BOSTON SCIENTIFC Com 101137107 64,081 6,912,764 SH   SOLE 0 6,912,764 0 0
BORGWARNER INC Com 099724106 77,535 900,000 SH   SOLE 0 900,000 0 0
CITIGROUP INC Com New 172967424 118,006 2,460,000 SH   SOLE 0 2,460,000 0 0
CAE INC Com 124765108 21,485 1,969,287 SH   SOLE 0 1,969,287 0 0
CAMERON INTERNATIONAL CORP Com 13342B105 43,729 715,000 SH   SOLE 0 715,000 0 0
CBS CORP-B CL B 124857202 102,222 2,091,713 SH   SOLE 0 2,091,713 0 0
CELGENE CORP Com 151020104 66,943 572,262 SH   SOLE 0 572,262 0 0
CIT GROUP INC Com New 125581801 35,439 760,000 SH   SOLE 0 760,000 0 0
COSTCO WHSL CORP NEW Com 22160K105 73,297 662,900 SH   SOLE 0 662,900 0 0
CSX CORP Com 126408103 69,459 2,995,223 SH   SOLE 0 2,995,223 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 58,882 940,000 SH   SOLE 0 940,000 0 0
CITRIX SYS INC Com 177376100 35,401 586,500 SH   SOLE 0 586,500 0 0
CVS CAREMARK CORPORATION Com 126650100 98,636 1,725,000 SH   SOLE 0 1,725,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 37,963 3,588,200 SH   SOLE 0 3,588,200 0 0
ELECTRONIC ARTS INC Com 285512109 64,947 2,825,000 SH   SOLE 0 2,825,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 9,303 221,175 SH   SOLE 0 221,175 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 72,874 1,975,451 SH   SOLE 0 1,975,451 0 0
FREEPORT-MCMORAN COPPER & GO Com 35671D857 41,415 1,500,000 SH   SOLE 0 1,500,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 52,183 505,700 SH   SOLE 0 505,700 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 117,552 4,800,000 SH   SOLE 0 4,800,000 0 0
GILEAD SCIENCES INC Com 375558103 77,418 1,510,000 SH   SOLE 0 1,510,000 0 0
GOOGLE INC Cl A 38259P508 97,561 110,818 SH   SOLE 0 110,818 0 0
INTERNATIONAL BUSINESS MACHS Com 459200101 64,952 339,866 SH   SOLE 0 339,866 0 0
INTERNATIONAL FLAVORS&FRAGRA Com 459506101 49,854 663,300 SH   SOLE 0 663,300 0 0
IHS INC Cl A 451734107 63,997 613,118 SH   SOLE 0 613,118 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 59,838 4,631,398 SH   SOLE 0 4,631,398 0 0
JONES LANG LASALLE INC Com 48020Q107 41,011 449,977 SH   SOLE 0 449,977 0 0
51JOB INC SP ADR REP COM 316827104 14,155 209,673 SH   SOLE 0 209,673 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 54,073 510,317 SH   SOLE 0 510,317 0 0
LAMAR ADVERTISING CO Cl A 512815101 41,601 958,777 SH   SOLE 0 958,777 0 0
LENNAR CORP Cl A 526057104 22,345 620,000 SH   SOLE 0 620,000 0 0
MONDELEZ INTL INC CL A 609207105 60,822 2,131,873 SH   SOLE 0 2,131,873 0 0
MEAD JOHNSON NUTRITION CO Com 582839106 45,953 580,000 SH   SOLE 0 580,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 62,708 2,804,476 SH   SOLE 0 2,804,476 0 0
MICROSOFT CORP Com 594918104 131,935 3,819,210 SH   SOLE 0 3,819,210 0 0
OCCIDENTAL PETE CORP DEL Com 674599105 83,946 940,782 SH   SOLE 0 940,782 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 26,038 1,941,709 SH   SOLE 0 1,941,709 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 37,887 2,584,392 SH   SOLE 0 2,584,392 0 0
PFIZER INC Com 717081103 84,046 3,000,561 SH   SOLE 0 3,000,561 0 0
PHILIP MORRIS INTL INC Com 718172109 105,676 1,220,000 SH   SOLE 0 1,220,000 0 0
PPL CORPORATION Com 69351T106 40,083 1,324,620 SH   SOLE 0 1,324,620 0 0
PERRIGO CO Com 714290103 58,528 483,700 SH   SOLE 0 483,700 0 0
PRUDENTIAL FINL INC Com 744320102 71,295 976,238 SH   SOLE 0 976,238 0 0
QUANTA SVCS INC Com 74762E102 42,597 1,609,858 SH   SOLE 0 1,609,858 0 0
QUALCOMM INC Com 747525103 98,276 1,608,704 SH   SOLE 0 1,608,704 0 0
ROBERT HALF INTL INC Com 770323103 63,933 1,923,957 SH   SOLE 0 1,923,957 0 0
RESMED INC Com 761152107 38,419 851,300 SH   SOLE 0 851,300 0 0
SEATTLE GENETICS INC Com 812578102 52,191 1,658,954 SH   SOLE 0 1,658,954 0 0
SHERWIN WILLIAMS CO Com 824348106 81,462 461,281 SH   SOLE 0 461,281 0 0
SCHLUMBERGER LTD Com 806857108 70,943 990,000 SH   SOLE 0 990,000 0 0
SANDISK CORP Com 80004C101 69,043 1,130,000 SH   SOLE 0 1,130,000 0 0
SUNTRUST BKS INC Com 867914103 59,778 1,893,519 SH   SOLE 0 1,893,519 0 0
STRYKER CORP Com 863667101 48,833 755,000 SH   SOLE 0 755,000 0 0
TRIMBLE NAVIGATION LTD Com 896239100 62,676 2,411,550 SH   SOLE 0 2,411,550 0 0
TENARIS S A SPONSORED ADR 88031M109 14,096 350,031 SH   SOLE 0 350,031 0 0
TEXAS INSTRS INC Com 882508104 69,162 1,984,558 SH   SOLE 0 1,984,558 0 0
UNITEDHEALTH GROUP INC Com 91324P102 91,482 1,397,093 SH   SOLE 0 1,397,093 0 0
URBAN OUTFITTERS INC Com 917047102 60,129 1,495,000 SH   SOLE 0 1,495,000 0 0
UNITED RENTALS INC Com 911363109 55,400 1,110,000 SH   SOLE 0 1,110,000 0 0
VALE S A ADR 91912E105 25,827 1,964,016 SH   SOLE 0 1,964,016 0 0
VALE S A ADR REPSTG PFD 91912E204 24,243 1,993,700 SH   SOLE 0 1,993,700 0 0
VERIZON COMMUNICATIONS INC Com 92343V104 87,340 1,735,000 SH   SOLE 0 1,735,000 0 0
WELLS FARGO & CO Com 949746101 135,366 3,280,000 SH   SOLE 0 3,280,000 0 0
WEYERHAEUSER CO Com 962166104 68,815 2,415,406 SH   SOLE 0 2,415,406 0 0
EXXON MOBIL CORP Com 30231G102 74,266 821,976 SH   SOLE 0 821,976 0 0
YUM BRANDS INC Com 988498101 77,579 1,118,815 SH   SOLE 0 1,118,815 0 0
ZOETIS INC Cl A 98978V103 15,729 509,191 SH   SOLE 0 509,191 0 0