The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
AAC HLDGS INC | COM | 000307108 | 2,492 | 57,214 | SH | SOLE | NONE | 47,454 | 0 | 9,760 | |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 6,360 | 81,197 | SH | SOLE | NONE | 65,807 | 0 | 15,390 | |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 2,255 | 53,834 | SH | SOLE | NONE | 43,214 | 0 | 10,620 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 41,242 | 1,703,500 | SH | SOLE | NONE | 1,517,400 | 0 | 186,100 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 87,815 | 1,067,397 | SH | SOLE | NONE | 829,467 | 0 | 237,930 | |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 8,994 | 149,543 | SH | SOLE | NONE | 132,717 | 0 | 16,826 | |
AMAZON COM INC | COM | 023135106 | 29,535 | 68,040 | SH | SOLE | NONE | 57,280 | 0 | 10,760 | |
AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 4,901 | 230,000 | SH | SOLE | NONE | 230,000 | 0 | 0 | |
AMERICAN WOODMARK CORP | COM | 030506109 | 2,266 | 41,310 | SH | SOLE | NONE | 33,170 | 0 | 8,140 | |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 6,415 | 203,080 | SH | SOLE | NONE | 166,000 | 0 | 37,080 | |
AMSURG CORP | COM | 03232P405 | 2,185 | 31,240 | SH | SOLE | NONE | 25,080 | 0 | 6,160 | |
APOGEE ENTERPRISES INC | COM | 037598109 | 2,622 | 49,810 | SH | SOLE | NONE | 39,985 | 0 | 9,825 | |
APPLE INC | COM | 037833100 | 88,665 | 706,916 | SH | SOLE | NONE | 615,211 | 0 | 91,705 | |
ARIAD PHARMACEUTICALS INC | COM | 04033A100 | 1,388 | 167,797 | SH | SOLE | NONE | 134,687 | 0 | 33,110 | |
AVAGO TECHNOLOGIES | SHS | Y0486S104 | 3,935 | 29,600 | SH | SOLE | NONE | 29,600 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 58,289 | 292,793 | SH | SOLE | NONE | 202,308 | 0 | 90,485 | |
BELDEN INC | COM | 077454106 | 3,776 | 46,486 | SH | SOLE | NONE | 37,328 | 0 | 9,158 | |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 1,229 | 37,917 | SH | SOLE | NONE | 30,439 | 0 | 7,478 | |
BIOGEN IDEC INC | COM | 09062X103 | 40,909 | 101,276 | SH | SOLE | NONE | 88,490 | 0 | 12,786 | |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 37,795 | 924,770 | SH | SOLE | NONE | 798,570 | 0 | 126,200 | |
BLUEBIRD BIO INC | COM | 09609G100 | 2,474 | 14,692 | SH | SOLE | NONE | 11,800 | 0 | 2,892 | |
BOOT BARN HLDGS INC | COM | 099406100 | 1,916 | 59,880 | SH | SOLE | NONE | 48,070 | 0 | 11,810 | |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 947 | 37,524 | SH | SOLE | NONE | 30,129 | 0 | 7,395 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 6,009 | 103,967 | SH | SOLE | NONE | 83,457 | 0 | 20,510 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 95,904 | 1,441,300 | SH | SOLE | NONE | 1,284,600 | 0 | 156,700 | |
BURLINGTON STORES INC | COM | 122017106 | 1,960 | 38,280 | SH | SOLE | NONE | 30,870 | 0 | 7,410 | |
CAMBREX CORP | COM | 132011107 | 3,546 | 80,698 | SH | SOLE | NONE | 64,788 | 0 | 15,910 | |
CARMIKE CINEMAS INC | COM | 143436400 | 813 | 30,641 | SH | SOLE | NONE | 24,606 | 0 | 6,035 | |
CARNIVAL CORP | PAIRED CTF | 143658300 | 79,110 | 1,601,735 | SH | SOLE | NONE | 1,377,735 | 0 | 224,000 | |
CARRIAGE SVCS INC | COM | 143905107 | 1,616 | 67,688 | SH | SOLE | NONE | 54,348 | 0 | 13,340 | |
CARRIZO OIL & GAS INC | COM | 144577103 | 1,696 | 34,441 | SH | SOLE | NONE | 27,641 | 0 | 6,800 | |
CBRE GROUP INC | CL A | 12504L109 | 36,186 | 978,000 | SH | SOLE | NONE | 839,700 | 0 | 138,300 | |
CELLDEX THERAPEUTICS INC NEW | COM | 15117B103 | 1,824 | 72,309 | SH | SOLE | NONE | 58,034 | 0 | 14,275 | |
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 55,153 | 6,021,108 | SH | SOLE | NONE | 4,630,396 | 0 | 1,390,712 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 97,318 | 1,223,360 | SH | SOLE | NONE | 877,160 | 0 | 346,200 | |
CHIMERIX INC | COM | 16934W106 | 2,379 | 51,500 | SH | SOLE | NONE | 41,310 | 0 | 10,190 | |
CHINA LIFE INS CO LTD | SPON ADR REP H | 16939P106 | 1,482 | 68,100 | SH | SOLE | NONE | 68,100 | 0 | 0 | |
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 1,378 | 21,500 | SH | SOLE | NONE | 21,500 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 52,191 | 944,800 | SH | SOLE | NONE | 786,300 | 0 | 158,500 | |
CLUBCORP HLDGS INC | COM | 18948M108 | 6,617 | 277,093 | SH | SOLE | NONE | 222,418 | 0 | 54,675 | |
CNOOC LTD | SPONSORED ADR | 126132109 | 745 | 5,250 | SH | SOLE | NONE | 5,250 | 0 | 0 | |
COGNEX CORP | COM | 192422103 | 1,917 | 39,850 | SH | SOLE | NONE | 32,000 | 0 | 7,850 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 108,294 | 1,772,695 | SH | SOLE | NONE | 1,189,635 | 0 | 583,060 | |
COMSCORE INC | COM | 20564W105 | 2,482 | 46,594 | SH | SOLE | NONE | 38,029 | 0 | 8,565 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 56,709 | 488,790 | SH | SOLE | NONE | 435,930 | 0 | 52,860 | |
CORPORATE EXECUTIVE BRD CO | COM | 21988R102 | 3,004 | 34,507 | SH | SOLE | NONE | 27,702 | 0 | 6,805 | |
CREDICORP LTD | COM | G2519Y108 | 42,442 | 305,517 | SH | SOLE | NONE | 233,777 | 0 | 71,740 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 15,061 | 207,400 | SH | SOLE | NONE | 181,400 | 0 | 26,000 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 39,236 | 955,100 | SH | SOLE | NONE | 832,300 | 0 | 122,800 | |
DELUXE CORP | COM | 248019101 | 3,158 | 50,941 | SH | SOLE | NONE | 40,891 | 0 | 10,050 | |
DEXCOM INC | COM | 252131107 | 5,578 | 69,737 | SH | SOLE | NONE | 55,982 | 0 | 13,755 | |
DIAMOND RESORTS INTL INC | COM | 25272T104 | 3,110 | 98,559 | SH | SOLE | NONE | 79,109 | 0 | 19,450 | |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,176 | 15,599 | SH | SOLE | NONE | 12,524 | 0 | 3,075 | |
DOLLAR TREE INC | COM | 256746108 | 46,786 | 592,300 | SH | SOLE | NONE | 529,200 | 0 | 63,100 | |
DR REDDYS LABS LTD | ADR | 256135203 | 7,972 | 144,100 | SH | SOLE | NONE | 57,100 | 0 | 87,000 | |
EAGLE BANCORP INC MD | COM | 268948106 | 3,096 | 70,433 | SH | SOLE | NONE | 56,533 | 0 | 13,900 | |
ENDO INTL PLC | SHS | G30401106 | 51,122 | 641,830 | SH | SOLE | NONE | 389,370 | 0 | 252,460 | |
EOG RES INC | COM | 26875P101 | 66,060 | 754,540 | SH | SOLE | NONE | 671,940 | 0 | 82,600 | |
EPAM SYS INC | COM | 29414B104 | 3,632 | 50,986 | SH | SOLE | NONE | 40,941 | 0 | 10,045 | |
EURONET WORLDWIDE INC | COM | 298736109 | 6,105 | 98,950 | SH | SOLE | NONE | 80,330 | 0 | 18,620 | |
EXAMWORKS GROUP INC | COM | 30066A105 | 1,311 | 33,526 | SH | SOLE | NONE | 26,911 | 0 | 6,615 | |
CL A | 30303M102 | 129,917 | 1,514,798 | SH | SOLE | NONE | 1,296,098 | 0 | 218,700 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 54,896 | 616,190 | SH | SOLE | NONE | 470,300 | 0 | 145,890 | |
G-III APPAREL GROUP LTD | COM | 36237H101 | 6,647 | 94,480 | SH | SOLE | NONE | 75,835 | 0 | 18,645 | |
GILEAD SCIENCES INC | COM | 375558103 | 39,339 | 336,000 | SH | SOLE | NONE | 293,390 | 0 | 42,610 | |
GOOGLE INC | CL A | 38259P508 | 50,338 | 93,211 | SH | SOLE | NONE | 81,540 | 0 | 11,671 | |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 1,182 | 84,838 | SH | SOLE | NONE | 68,118 | 0 | 16,720 | |
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 37,351 | 962,150 | SH | SOLE | NONE | 726,750 | 0 | 235,400 | |
HACKETT GROUP INC | COM | 404609109 | 1,723 | 128,320 | SH | SOLE | NONE | 103,010 | 0 | 25,310 | |
HCA HOLDINGS INC | COM | 40412C101 | 67,505 | 744,100 | SH | SOLE | NONE | 662,700 | 0 | 81,400 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 39,690 | 655,700 | SH | SOLE | NONE | 494,100 | 0 | 161,600 | |
ICICI BK LTD | ADR | 45104G104 | 94,965 | 9,113,761 | SH | SOLE | NONE | 7,483,485 | 0 | 1,630,276 | |
IMAX CORP | COM | 45245E109 | 5,255 | 130,482 | SH | SOLE | NONE | 111,032 | 0 | 19,450 | |
IMMERSION CORP | COM | 452521107 | 1,379 | 108,830 | SH | SOLE | NONE | 87,370 | 0 | 21,460 | |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 3,034 | 139,797 | SH | SOLE | NONE | 112,237 | 0 | 27,560 | |
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 74,336 | 680,170 | SH | SOLE | NONE | 488,760 | 0 | 191,410 | |
ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 42,034 | 3,838,710 | SH | SOLE | NONE | 2,947,610 | 0 | 891,100 | |
KIRBY CORP | COM | 497266106 | 1,033 | 13,478 | SH | SOLE | NONE | 10,828 | 0 | 2,650 | |
LAZARD LTD | SHS A | G54050102 | 26,249 | 466,730 | SH | SOLE | NONE | 391,530 | 0 | 75,200 | |
LENNOX INTL INC | COM | 526107107 | 7,032 | 65,300 | SH | SOLE | NONE | 0 | 0 | 65,300 | |
LIBERTY GLOBAL INC | COM SER A | 530555101 | 1,033 | 19,100 | SH | SOLE | NONE | 6,100 | 0 | 13,000 | |
LIBERTY GLOBAL INC | COM SER C | 530555309 | 50,314 | 993,762 | SH | SOLE | NONE | 622,562 | 0 | 371,200 | |
LITHIA MTRS INC | CL A | 536797103 | 5,779 | 51,065 | SH | SOLE | NONE | 41,000 | 0 | 10,065 | |
LOGMEIN INC | COM | 54142L109 | 5,279 | 81,865 | SH | SOLE | NONE | 65,715 | 0 | 16,150 | |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 38,277 | 369,750 | SH | SOLE | NONE | 329,250 | 0 | 40,500 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 5,657 | 94,844 | SH | SOLE | NONE | 76,131 | 0 | 18,713 | |
MARINEMAX INC | COM | 567908108 | 1,867 | 79,400 | SH | SOLE | NONE | 63,740 | 0 | 15,660 | |
MCDONALDS CORP | COM | 580135101 | 72,139 | 758,795 | SH | SOLE | NONE | 658,395 | 0 | 100,400 | |
MINERALS TECHNOLOGIES INC | COM | 603158106 | 1,770 | 25,977 | SH | SOLE | NONE | 20,842 | 0 | 5,135 | |
MOHAWK INDS INC | COM | 608190104 | 54,406 | 285,000 | SH | SOLE | NONE | 285,000 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 42,586 | 1,097,860 | SH | SOLE | NONE | 928,160 | 0 | 169,700 | |
ISHARES TR | MSCI INDIA ETF | 46429B598 | 7,967 | 263,300 | SH | SOLE | NONE | 263,300 | 0 | 0 | |
ISHARES | MSCI TAIWAN ETF | 464286731 | 2,825 | 179,000 | SH | SOLE | NONE | 179,000 | 0 | 0 | |
MULTI COLOR CORP | COM | 625383104 | 2,830 | 44,302 | SH | SOLE | NONE | 35,561 | 0 | 8,741 | |
MYLAN INC | COM | 628530107 | 52,768 | 777,600 | SH | SOLE | NONE | 777,600 | 0 | 0 | |
NATIONAL GEN HLDGS CORP | COM | 636220303 | 1,904 | 91,410 | SH | SOLE | NONE | 73,390 | 0 | 18,020 | |
NICE SYS LTD | SPONSORED ADR | 653656108 | 1,644 | 25,857 | SH | SOLE | NONE | 25,857 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 1,512 | 14,000 | SH | SOLE | NONE | 0 | 0 | 14,000 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 24,407 | 248,544 | SH | SOLE | NONE | 146,680 | 0 | 101,864 | |
OSIRIS THERAPEUTICS INC NEW | COM | 68827R108 | 1,351 | 69,440 | SH | SOLE | NONE | 55,750 | 0 | 13,690 | |
PAPA MURPHYS HLDGS INC | COM | 698814100 | 2,145 | 103,500 | SH | SOLE | NONE | 83,100 | 0 | 20,400 | |
PERFORMANCE SPORTS GROUP LTD | COM | 71377G100 | 1,876 | 104,199 | SH | SOLE | NONE | 83,644 | 0 | 20,555 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 24,654 | 2,724,170 | SH | SOLE | NONE | 2,040,070 | 0 | 684,100 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 27,681 | 345,275 | SH | SOLE | NONE | 263,125 | 0 | 82,150 | |
POWERSHARES INDIA ETF TR | INDIA PORT | 73935L100 | 3,350 | 154,900 | SH | SOLE | NONE | 154,900 | 0 | 0 | |
PRICELINE COM INC | COM NEW | 741503403 | 61,490 | 53,406 | SH | SOLE | NONE | 47,860 | 0 | 5,546 | |
PROOFPOINT INC | COM | 743424103 | 3,618 | 56,819 | SH | SOLE | NONE | 45,609 | 0 | 11,210 | |
Q2 HLDGS INC | COM | 74736L109 | 5,155 | 182,470 | SH | SOLE | NONE | 149,410 | 0 | 33,060 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 52,008 | 101,950 | SH | SOLE | NONE | 101,950 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 41,537 | 1,087,059 | SH | SOLE | NONE | 618,085 | 0 | 468,974 | |
ROCKWELL AUTOMATION | COM | 773903109 | 40,820 | 327,500 | SH | SOLE | NONE | 291,720 | 0 | 35,780 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 51,947 | 660,150 | SH | SOLE | NONE | 386,600 | 0 | 273,550 | |
SCHLUMBERGER LTD | COM | 806857108 | 26,956 | 312,750 | SH | SOLE | NONE | 278,450 | 0 | 34,300 | |
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 92,126 | 1,746,804 | SH | SOLE | NONE | 1,338,360 | 0 | 408,444 | |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 5,418 | 53,123 | SH | SOLE | NONE | 42,644 | 0 | 10,479 | |
SUMMIT MATLS INC | CL A | 86614U100 | 1,951 | 76,525 | SH | SOLE | NONE | 61,445 | 0 | 15,080 | |
SYNERGY RES CORP | COM | 87164P103 | 1,292 | 113,058 | SH | SOLE | NONE | 90,768 | 0 | 22,290 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 132,416 | 5,830,721 | SH | SOLE | NONE | 4,401,880 | 0 | 1,428,841 | |
TATA MTRS LTD | SPONSORED ADR | 876568502 | 1,322 | 38,340 | SH | SOLE | NONE | 140 | 0 | 38,200 | |
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 88,153 | 1,491,593 | SH | SOLE | NONE | 1,072,760 | 0 | 418,833 | |
TYLER TECHNOLOGIES INC | COM | 902252105 | 3,529 | 27,280 | SH | SOLE | NONE | 21,900 | 0 | 5,380 | |
UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | 4,270 | 204,580 | SH | SOLE | NONE | 164,245 | 0 | 40,335 | |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 12,164 | 85,600 | SH | SOLE | NONE | 85,600 | 0 | 0 | |
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 38,907 | 175,140 | SH | SOLE | NONE | 101,690 | 0 | 73,450 | |
VERINT SYS INCQ | COM | 92343X100 | 5,931 | 97,636 | SH | SOLE | NONE | 78,389 | 0 | 19,247 | |
VISA INC | COM CL A | 92826C839 | 104,758 | 1,560,055 | SH | SOLE | NONE | 1,264,735 | 0 | 295,320 | |
WABCO HLDGS INC | COM | 92927K102 | 56,525 | 456,880 | SH | SOLE | NONE | 407,160 | 0 | 49,720 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 40,180 | 352,028 | SH | SOLE | NONE | 298,228 | 0 | 53,800 | |
WHIRLPOOL CORP | COM | 963320106 | 113,569 | 656,278 | SH | SOLE | NONE | 506,079 | 0 | 150,199 | |
XPO LOGISTICS INC | COM | 983793100 | 5,795 | 128,270 | SH | SOLE | NONE | 102,980 | 0 | 25,290 | |
YANDEX N V | SHS CLASS A | N97284108 | 23,279 | 1,529,509 | SH | SOLE | NONE | 1,067,809 | 0 | 461,700 |