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
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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
Actavis Plc COM G0083B108 18,329 61,586 SH   SOLE   58,436 0 3,150
Affiliated Managers Group Inc COM 008252108 12,276 57,157 SH   SOLE   57,157 0 0
Air Liquide ADR COM 009126202 435 16,897 SH   SOLE   16,897 0 0
Akorn, Inc COM 009728106 266 5,600 SH   SOLE   4,100 0 1,500
Alliance Data Sys Corp COM 018581108 13,322 44,970 SH   SOLE   42,220 0 2,750
Amazon.com COM 023135106 259 697 SH   SOLE   697 0 0
Ambev S.A. COM 02319v103 514 89,200 SH   SOLE   89,200 0 0
American Airlines Group COM 02376r102 430 8,150 SH   SOLE   8,150 0 0
Anadarko Petroleum Corp COM 032511107 315 3,800 SH   SOLE   3,800 0 0
Anheuser Busch Inbev Spn COM 03524A108 597 4,897 SH   SOLE   4,897 0 0
Apple Inc COM 037833100 19,870 159,690 SH   SOLE   153,590 0 6,100
Baidu, Inc. COM 056752108 11,510 55,230 SH   SOLE   52,230 0 3,000
Basf Se Adr COM 055262505 348 3,500 SH   SOLE   3,500 0 0
Bayer A G Sponsored Adr COM 072730302 797 5,300 SH   SOLE   5,300 0 0
Biogen Inc. COM 09062x103 14,863 35,200 SH   SOLE   33,475 0 1,725
Blackhawk Network Holdings I COM 09238E104 318 8,900 SH   SOLE   6,800 0 2,100
Blackrock Inc COM 09247x101 382 1,045 SH   SOLE   1,045 0 0
Blackstone Group L.P. COM 09253U108 509 13,100 SH   SOLE   13,100 0 0
Boeing Co COM 097023105 300 2,000 SH   SOLE   2,000 0 0
CVS Health Corporation COM 126650100 2,567 24,870 SH   SOLE   23,770 0 1,100
Catamaran Corp COM 148887102 1,238 20,785 SH   SOLE   18,485 0 2,300
Celgene Corp COM 151020104 3,521 30,545 SH   SOLE   29,645 0 900
Charter Communications Inc COM 16117M305 1,032 5,345 SH   SOLE   4,495 0 850
Check Point Software Tech Ord COM M22465104 1,041 12,700 SH   SOLE   11,000 0 1,700
Cognizant Technology Solutions COM 192446102 30,961 496,246 SH   SOLE   477,446 0 18,800
Compass Group Plc ADS COM 20449x203 394 22,657 SH   SOLE   22,657 0 0
Deutsche Telekom AG COM 251566105 623 34,000 SH   SOLE   34,000 0 0
Diageo Plc Sponsored Adr New COM 25243Q205 630 5,700 SH   SOLE   5,700 0 0
Epam Systems Inc COM 29414B104 27,847 454,345 SH   SOLE   440,745 0 13,600
Essilor Intl SA ADR COM 297284200 481 8,384 SH   SOLE   8,384 0 0
Everest Re Group Inc COM G3223R108 383 2,200 SH   SOLE   2,200 0 0
Express Scripts Inc COM 30219g108 477 5,500 SH   SOLE   5,500 0 0
Exxon Mobil Corp COM 30231G102 5,677 66,786 SH   SOLE   63,870 0 2,916
Facebook Inc-A COM 30303M102 3,138 38,165 SH   SOLE   35,965 0 2,200
Fresenius Medical Care A COM 358029106 725 17,500 SH   SOLE   17,500 0 0
Goldman Sachs Group COM 38141G104 376 2,000 SH   SOLE   2,000 0 0
Google Inc - Cl A COM 38259P508 14,536 26,205 SH   SOLE   25,260 0 945
Google Inc - Cl C COM 38259P706 12,004 21,906 SH   SOLE   21,041 0 865
Greenbrier Companies Inc COM 393657101 406 7,000 SH   SOLE   7,000 0 0
Grupo Televisa SA COM 40049j206 392 11,890 SH   SOLE   11,890 0 0
Heineken N.V. COM 423012301 664 17,400 SH   SOLE   17,400 0 0
Henkel AG and Co. ADR COM 42550u208 306 2,600 SH   SOLE   2,600 0 0
Home Depot Inc COM 437076102 11,466 100,928 SH   SOLE   94,428 0 6,500
Icon Plc COM G4705A100 557 7,900 SH   SOLE   5,900 0 2,000
Illumina Inc COM 452327109 241 1,300 SH   SOLE   1,300 0 0
Interactive Brokers Group COM 45841N107 259 7,600 SH   SOLE   7,600 0 0
Johnson & Johnson COM 478160104 2,590 25,747 SH   SOLE   25,747 0 0
Kimberly Clark Corp COM 494368103 1,687 15,751 SH   SOLE   15,751 0 0
Komatsu Ltd COM 500458401 364 18,468 SH   SOLE   18,468 0 0
LVMH Moet Hennessy ADR COM 502441306 451 12,800 SH   SOLE   12,800 0 0
La Quinta COM 50420d108 206 8,700 SH   SOLE   8,700 0 0
Lowes Companies Inc. COM 548661107 10,119 136,025 SH   SOLE   129,525 0 6,500
Luxoft Holding Inc COM G57279104 19,676 380,285 SH   SOLE   365,485 0 14,800
Luxottica Group ADS COM 55068r202 703 11,200 SH   SOLE   11,200 0 0
Mallinckrodt Plc COM g5785g107 519 4,100 SH   SOLE   4,100 0 0
Mastercard Inc-Class A COM 57636Q104 13,644 157,930 SH   SOLE   148,480 0 9,450
Medidata Solutions Inc COM 58471A105 426 8,690 SH   SOLE   6,690 0 2,000
Microsoft Corporation COM 594918104 16,055 394,920 SH   SOLE   367,920 0 27,000
Millicom International Cellula COM SE0001174 17,087 236,145 SH   SOLE   236,145 0 0
Millicom International Cellula COM l6388f110 71,805 995,218 SH   SOLE   993,218 0 2,000
Nestle Sa Spon Adr Repstg Reg COM 641069406 736 9,735 SH   SOLE   9,735 0 0
Netease, Inc COM 64110W102 540 5,130 SH   SOLE   5,130 0 0
Nidec Corp Adr COM 654090109 1,150 68,800 SH   SOLE   68,800 0 0
Noble Energy Inc COM 655044105 689 14,095 SH   SOLE   13,095 0 1,000
North Atlantic Drilling Ltd COM G6613P202 195 168,000 SH   SOLE   168,000 0 0
Novartis Ag-Adr COM 66987V109 1,396 14,153 SH   SOLE   14,153 0 0
Novo Nordisk A/S Adr COM 670100205 630 11,800 SH   SOLE   11,800 0 0
Nq Mobile Inc COM 64118U108 298 80,000 SH   SOLE   80,000 0 0
Oasis Petroleum Inc. COM 674215108 171 12,000 SH   SOLE   12,000 0 0
Olympus Corporation COM 68163W109 436 11,700 SH   SOLE   11,700 0 0
Pacira Pharmaceuticals COM 695127100 755 8,500 SH   SOLE   8,500 0 0
Procter & Gamble Co COM 742718109 725 8,844 SH   SOLE   8,844 0 0
Prudential PLC COM 74435k204 733 14,700 SH   SOLE   14,700 0 0
Pure Cycle Corp COM 746228303 952 188,833 SH   SOLE   188,833 0 0
Reckitt Benckiser Group COM 756255204 498 28,900 SH   SOLE   28,900 0 0
Roche Holdings Ltd Sponsored A COM 771195104 524 15,200 SH   SOLE   15,200 0 0
Royal Caribbean Cruises COM V7780T103 622 7,600 SH   SOLE   7,600 0 0
Sap Se COM 803054204 433 6,000 SH   SOLE   6,000 0 0
Shire Plc COM 82481R106 909 3,800 SH   SOLE   3,800 0 0
Silicon Motion COM 82706C108 269 10,000 SH   SOLE   10,000 0 0
Syngenta AG COM 87160a100 590 8,700 SH   SOLE   8,700 0 0
Team Health Holdings Inc COM 87817A107 983 16,805 SH   SOLE   15,055 0 1,750
Teekay Tankers Cl A COM y8565n102 230 40,000 SH   SOLE   40,000 0 0
Tencent Holdings Ltd-Uns Adr COM 88032Q109 617 32,500 SH   SOLE   32,500 0 0
Teva Pharmaceutical Inds Adr COM 881624209 697 11,190 SH   SOLE   11,190 0 0
The Priceline Group Inc COM 741503403 30,158 25,906 SH   SOLE   25,151 0 755
Thermo Fisher Scientific COM 883556102 562 4,185 SH   SOLE   4,185 0 0
Toyota Motor Corp COM 892331307 881 6,300 SH   SOLE   6,300 0 0
Tripadvisor Inc COM 896945201 15,742 189,280 SH   SOLE   182,880 0 6,400
Unilever N.V. COM 904784709 505 12,100 SH   SOLE   12,100 0 0
Verifone Systems COM 92342y109 381 10,930 SH   SOLE   8,930 0 2,000
Virtusa Corp COM 92827P102 5,847 141,300 SH   SOLE   141,300 0 0
Visa Inc-Class A COM 92826C839 14,322 218,952 SH   SOLE   207,752 0 11,200
Vodafone Group plc ADS COM 92857w308 444 13,589 SH   SOLE   13,589 0 0
Volkswagen AG COM 928662303 583 11,300 SH   SOLE   11,300 0 0
WPP plc. COM 92937A102 489 4,300 SH   SOLE   4,300 0 0
Wal-mart De Mexico SAB COM 93114w107 474 19,000 SH   SOLE   19,000 0 0
Walt Disney Company COM 254687106 5,816 55,450 SH   SOLE   54,150 0 1,300
Yahoo! Inc COM 984332106 458 10,300 SH   SOLE   10,300 0 0