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
Affiliated Managers Group Inc COM 008252108 9,739 56,957 SH   SOLE   56,957 0 0
Air Liquide ADR COM 009126202 413 17,497 SH   SOLE   17,497 0 0
Allergan plc COM g0177j108 4,501 16,561 SH   SOLE   16,161 0 400
Alliance Data Sys Corp COM 018581108 11,446 44,195 SH   SOLE   41,995 0 2,200
Amazon.com COM 023135106 357 697 SH   SOLE   697 0 0
Ambev S.A. COM 02319v103 449 91,700 SH   SOLE   91,700 0 0
American Airlines Group COM 02376r102 316 8,150 SH   SOLE   8,150 0 0
Anadarko Petroleum Corp COM 032511107 229 3,800 SH   SOLE   3,800 0 0
Anheuser Busch Inbev Spn COM 03524A108 542 5,097 SH   SOLE   5,097 0 0
Apple Inc COM 037833100 15,810 143,335 SH   SOLE   138,585 0 4,750
Basf Se Adr COM 055262505 282 3,700 SH   SOLE   3,700 0 0
Bayer A G Sponsored Adr COM 072730302 703 5,500 SH   SOLE   5,500 0 0
Biogen Inc. COM 09062x103 525 1,800 SH   SOLE   1,800 0 0
Blackhawk Network Holdings I COM 09238E104 288 6,800 SH   SOLE   6,800 0 0
Blackrock Inc COM 09247x101 297 1,000 SH   SOLE   1,000 0 0
Blackstone Group L.P. COM 09253U108 835 26,375 SH   SOLE   26,375 0 0
Boeing Co COM 097023105 262 2,000 SH   SOLE   2,000 0 0
CVS Health Corporation COM 126650100 2,137 22,145 SH   SOLE   22,145 0 0
Carnival Cruise Lines Inc COM 143658300 343 6,900 SH   SOLE   6,900 0 0
Cognizant Technology Solutions COM 192446102 31,408 501,646 SH   SOLE   487,146 0 14,500
Compass Group Plc ADS COM 20449x203 377 23,657 SH   SOLE   23,657 0 0
Continental Resources COM 212015101 268 9,250 SH   SOLE   9,250 0 0
Deutsche Telekom AG COM 251566105 635 35,800 SH   SOLE   35,800 0 0
Diageo Plc Sponsored Adr New COM 25243Q205 647 6,000 SH   SOLE   6,000 0 0
Epam Systems Inc COM 29414B104 34,358 461,060 SH   SOLE   449,760 0 11,300
Essilor Intl SA ADR COM 297284200 576 9,484 SH   SOLE   9,484 0 0
Exxon Mobil Corp COM 30231G102 6,124 82,361 SH   SOLE   79,446 0 2,916
Facebook Inc-A COM 30303M102 22,483 250,090 SH   SOLE   243,290 0 6,800
Fleetcor Technologies Inc COM 339041105 3,083 22,400 SH   SOLE   21,300 0 1,100
Fleetmatics Group PLC COM g35569105 3,666 74,675 SH   SOLE   70,275 0 4,400
Fresenius Medical Care A COM 358029106 690 17,700 SH   SOLE   17,700 0 0
Goldman Sachs Group COM 38141G104 348 2,000 SH   SOLE   2,000 0 0
Google Inc - Cl A COM 38259P508 15,161 23,750 SH   SOLE   23,020 0 730
Google Inc - Cl C COM 38259P706 13,861 22,781 SH   SOLE   21,800 0 981
Grupo Televisa SA COM 40049j206 335 12,890 SH   SOLE   12,890 0 0
Heineken N.V. COM 423012301 718 17,800 SH   SOLE   17,800 0 0
Henkel AG and Co. ADR COM 42550u208 277 2,700 SH   SOLE   2,700 0 0
Home Depot Inc COM 437076102 14,061 121,748 SH   SOLE   116,548 0 5,200
Honeywell Inc. COM 438516106 465 4,912 SH   SOLE   4,912 0 0
Icon Plc COM G4705A100 688 9,700 SH   SOLE   9,700 0 0
Illumina Inc COM 452327109 1,425 8,105 SH   SOLE   8,105 0 0
Infosys Technologies Ltd COM 456788108 191 10,000 SH   SOLE   10,000 0 0
Interactive Brokers Group COM 45841N107 300 7,600 SH   SOLE   7,600 0 0
Johnson & Johnson COM 478160104 3,088 33,084 SH   SOLE   33,084 0 0
Kimberly Clark Corp COM 494368103 1,499 13,751 SH   SOLE   13,751 0 0
LVMH Moet Hennessy ADR COM 502441306 462 13,600 SH   SOLE   13,600 0 0
Lilly Eli & Co. COM 532457108 253 3,019 SH   SOLE   3,019 0 0
Luxoft Holding Inc COM G57279104 24,855 392,710 SH   SOLE   380,710 0 12,000
Luxottica Group ADS COM 55068r202 852 12,300 SH   SOLE   12,300 0 0
Mastercard Inc-Class A COM 57636Q104 13,956 154,865 SH   SOLE   147,615 0 7,250
Medidata Solutions Inc COM 58471A105 366 8,690 SH   SOLE   8,690 0 0
Merck & Co. COM 589331107 404 8,171 SH   SOLE   8,171 0 0
Microsoft Corporation COM 594918104 18,297 413,409 SH   SOLE   386,409 0 27,000
Millicom International Cellula COM SE0001174 15,219 243,645 SH   SOLE   243,645 0 0
Millicom International Cellula COM l6388f110 62,261 995,218 SH   SOLE   993,218 0 2,000
Nestle Sa Spon Adr Repstg Reg COM 641069406 755 10,035 SH   SOLE   10,035 0 0
Netease, Inc COM 64110W102 604 5,030 SH   SOLE   5,030 0 0
Nidec Corp Adr COM 654090109 1,210 69,800 SH   SOLE   69,800 0 0
Nike Inc. Cl-B COM 654106103 320 2,600 SH   SOLE   2,600 0 0
Nintendo Co, Ltd. COM 654445303 247 11,800 SH   SOLE   11,800 0 0
Noble Energy Inc COM 655044105 436 14,440 SH   SOLE   14,440 0 0
North Atlantic Drilling Ltd COM G6613P202 75 98,000 SH   SOLE   98,000 0 0
Novartis Ag-Adr COM 66987V109 1,301 14,153 SH   SOLE   14,153 0 0
Novo Nordisk A/S Adr COM 670100205 640 11,800 SH   SOLE   11,800 0 0
Nq Mobile Inc COM 64118U108 265 80,000 SH   SOLE   80,000 0 0
Oasis Petroleum Inc. COM 674215108 186 21,400 SH   SOLE   21,400 0 0
Olympus Corporation COM 68163W109 363 11,700 SH   SOLE   11,700 0 0
Palatin Technologies, Inc. COM 696077403 16 20,000 SH   SOLE   20,000 0 0
Palo Alto Networks Inc COM 697435105 3,959 23,020 SH   SOLE   22,020 0 1,000
PayPal Inc COM 704508100 251 8,100 SH   SOLE   8,100 0 0
ProShares UltraShort Basic Mat COM 74347X617 258 6,000 SH   SOLE   6,000 0 0
Procter & Gamble Co COM 742718109 636 8,844 SH   SOLE   8,844 0 0
Prudential PLC COM 74435k204 645 15,300 SH   SOLE   15,300 0 0
Pure Cycle Corp COM 746228303 914 184,733 SH   SOLE   184,733 0 0
Reckitt Benckiser Group COM 756255204 553 30,500 SH   SOLE   30,500 0 0
Roche Holdings Ltd Sponsored A COM 771195104 500 15,200 SH   SOLE   15,200 0 0
Royal Caribbean Cruises COM V7780T103 677 7,600 SH   SOLE   7,600 0 0
Sap SE COM 803054204 402 6,200 SH   SOLE   6,200 0 0
Shire Plc COM 82481R106 780 3,800 SH   SOLE   3,800 0 0
Silicon Motion COM 82706C108 341 12,500 SH   SOLE   12,500 0 0
Syngenta AG COM 87160a100 568 8,900 SH   SOLE   8,900 0 0
Team Health Holdings Inc COM 87817A107 431 7,975 SH   SOLE   7,975 0 0
Teekay Tankers Cl A COM y8565n102 345 50,000 SH   SOLE   50,000 0 0
Tencent Holdings Ltd-Uns Adr COM 88032Q109 562 33,700 SH   SOLE   33,700 0 0
Teva Pharmaceutical Inds Adr COM 881624209 587 10,390 SH   SOLE   10,390 0 0
The Priceline Group Inc COM 741503403 32,636 26,386 SH   SOLE   25,711 0 675
Thermo Fisher Scientific COM 883556102 724 5,920 SH   SOLE   5,920 0 0
Toll Brothers Inc COM 889478103 257 7,500 SH   SOLE   7,500 0 0
Toyota Motor Corp COM 892331307 727 6,200 SH   SOLE   6,200 0 0
Tripadvisor Inc COM 896945201 7,388 117,240 SH   SOLE   110,840 0 6,400
UBS Ag COM H8920M855 219 11,800 SH   SOLE   11,800 0 0
Unilever N.V. COM 904784709 502 12,500 SH   SOLE   12,500 0 0
United Healthcare Corp. COM 91324P102 273 2,350 SH   SOLE   2,350 0 0
Virtu Financial COM 928254101 513 22,400 SH   SOLE   22,400 0 0
Virtusa Corp COM 92827P102 12,207 237,900 SH   SOLE   232,650 0 5,250
Visa Inc-Class A COM 92826C839 14,668 210,567 SH   SOLE   200,567 0 10,000
Vodafone Group plc ADS COM 92857w308 447 14,089 SH   SOLE   14,089 0 0
Vulcan Materials Co COM 929160109 250 2,800 SH   SOLE   2,800 0 0
WPP plc. COM 92937A102 479 4,600 SH   SOLE   4,600 0 0
Wal-mart De Mexico SAB COM 93114w107 468 19,000 SH   SOLE   19,000 0 0
Walgreens Boots Alliance COM 931427108 773 9,300 SH   SOLE   9,300 0 0
Walt Disney Company COM 254687106 1,452 14,204 SH   SOLE   14,204 0 0
Whiting Petroleum Corp COM 966387102 153 10,000 SH   SOLE   10,000 0 0
comScore, Inc. COM 20564w105 1,521 32,950 SH   SOLE   30,550 0 2,400