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 |
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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 |
8X8 INC NEW | COM | 282914100 | 2,859 | 249,665 | SH | SOLE | NONE | 81,540 | 0 | 168,125 | |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 3,853 | 61,681 | SH | SOLE | NONE | 20,139 | 0 | 41,542 | |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 1,540 | 43,206 | SH | SOLE | NONE | 14,105 | 0 | 29,101 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 41,382 | 1,069,029 | SH | SOLE | NONE | 972,629 | 0 | 96,400 | |
ADOBE SYS INC | COM | 00724F101 | 51,410 | 547,261 | SH | SOLE | NONE | 497,661 | 0 | 49,600 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 45,102 | 554,959 | SH | SOLE | NONE | 413,670 | 0 | 141,289 | |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 30,480 | 462,377 | SH | SOLE | NONE | 344,886 | 0 | 117,491 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 173,133 | 222,533 | SH | SOLE | NONE | 193,996 | 0 | 28,537 | |
AMAZON COM INC | COM | 023135106 | 69,747 | 103,193 | SH | SOLE | NONE | 88,223 | 0 | 14,970 | |
AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 4,228 | 300,720 | SH | SOLE | NONE | 300,720 | 0 | 0 | |
AMERICAN WOODMARK CORP | COM | 030506109 | 2,431 | 30,395 | SH | SOLE | NONE | 9,929 | 0 | 20,466 | |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 3,561 | 114,688 | SH | SOLE | NONE | 46,470 | 0 | 68,218 | |
AMSURG CORP | COM | 03232P405 | 3,220 | 42,369 | SH | SOLE | NONE | 13,837 | 0 | 28,532 | |
APOGEE ENTERPRISES INC | COM | 037598109 | 1,293 | 29,721 | SH | SOLE | NONE | 9,696 | 0 | 20,025 | |
ARAMARK | COM | 03852U106 | 1,474 | 45,700 | SH | SOLE | NONE | 45,700 | 0 | 0 | |
ARATANA THERAPEUTICS INC | COM | 03874P101 | 637 | 114,180 | SH | SOLE | NONE | 37,550 | 0 | 76,630 | |
B & G FOODS INC NEW | COM | 05508R106 | 2,343 | 66,913 | SH | SOLE | NONE | 26,833 | 0 | 40,080 | |
BAIDU INC | SPON ADR REP A | 056752108 | 6,773 | 35,827 | SH | SOLE | NONE | 35,827 | 0 | 0 | |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 71,790 | 1,984,253 | SH | SOLE | NONE | 1,752,538 | 0 | 231,715 | |
BLACKBAUD INC | COM | 09227Q100 | 3,492 | 53,021 | SH | SOLE | NONE | 17,305 | 0 | 35,716 | |
BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 3,535 | 79,954 | SH | SOLE | NONE | 26,104 | 0 | 53,850 | |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 27,611 | 944,300 | SH | SOLE | NONE | 853,200 | 0 | 91,100 | |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 3,825 | 123,994 | SH | SOLE | NONE | 40,469 | 0 | 83,525 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 7,750 | 116,022 | SH | SOLE | NONE | 37,872 | 0 | 78,150 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 78,799 | 1,145,500 | SH | SOLE | NONE | 1,044,100 | 0 | 101,400 | |
CALAMP CORP | COM | 128126109 | 2,362 | 118,515 | SH | SOLE | NONE | 38,710 | 0 | 79,805 | |
CAMBREX CORP | COM | 132011107 | 4,391 | 93,244 | SH | SOLE | NONE | 30,454 | 0 | 62,790 | |
CARNIVAL CORP | PAIRED CTF | 143658300 | 83,720 | 1,536,710 | SH | SOLE | NONE | 1,360,710 | 0 | 176,000 | |
CARRIAGE SVCS INC | COM | 143905107 | 2,957 | 122,677 | SH | SOLE | NONE | 40,047 | 0 | 82,630 | |
CARRIZO OIL & GAS INC | COM | 144577103 | 1,289 | 43,593 | SH | SOLE | NONE | 14,248 | 0 | 29,345 | |
CBRE GROUP INC | CL A | 12504L109 | 30,318 | 876,742 | SH | SOLE | NONE | 791,042 | 0 | 85,700 | |
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 31,823 | 5,713,332 | SH | SOLE | NONE | 4,299,120 | 0 | 1,414,212 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 75,623 | 929,257 | SH | SOLE | NONE | 767,427 | 0 | 161,830 | |
CHINA LIFE INS CO LTD | SPON ADR REP H | 16939P106 | 540 | 33,800 | SH | SOLE | NONE | 33,800 | 0 | 0 | |
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 997 | 17,700 | SH | SOLE | NONE | 17,700 | 0 | 0 | |
CHUBB CORP | COM | 171232101 | 28,320 | 242,360 | SH | SOLE | NONE | 220,500 | 0 | 21,860 | |
CITIGROUP INC | COM NEW | 172967424 | 53,218 | 1,028,359 | SH | SOLE | NONE | 892,159 | 0 | 136,200 | |
CLUBCORP HLDGS INC | COM | 18948M108 | 3,087 | 168,990 | SH | SOLE | NONE | 55,180 | 0 | 113,810 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 94,130 | 1,568,312 | SH | SOLE | NONE | 1,192,312 | 0 | 376,000 | |
COMSCORE INC | COM | 20564W105 | 2,042 | 49,632 | SH | SOLE | NONE | 18,150 | 0 | 31,482 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 35,231 | 247,340 | SH | SOLE | NONE | 225,070 | 0 | 22,270 | |
CONTROLADORA VUELA CIA DE AV | SPON ADR RP 10 | 21240E105 | 2,022 | 117,804 | SH | SOLE | NONE | 117,804 | 0 | 0 | |
CREDICORP LTD | COM | G2519Y108 | 23,425 | 240,698 | SH | SOLE | NONE | 180,690 | 0 | 60,008 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 18,596 | 401,387 | SH | SOLE | NONE | 354,865 | 0 | 46,522 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 62,202 | 1,227,100 | SH | SOLE | NONE | 1,116,500 | 0 | 110,600 | |
DELUXE CORP | COM | 248019101 | 2,468 | 45,245 | SH | SOLE | NONE | 14,775 | 0 | 30,470 | |
DEXCOM INC | COM | 252131107 | 3,174 | 38,749 | SH | SOLE | NONE | 12,649 | 0 | 26,100 | |
DIAMOND RESORTS INTL INC | COM | 25272T104 | 1,768 | 69,294 | SH | SOLE | NONE | 22,614 | 0 | 46,680 | |
DR REDDYS LABS LTD | ADR | 256135203 | 6,536 | 141,200 | SH | SOLE | NONE | 47,100 | 0 | 94,100 | |
DYCOM INDS INC | COM | 267475101 | 1,998 | 28,553 | SH | SOLE | NONE | 9,321 | 0 | 19,232 | |
EAGLE BANCORP INC MD | COM | 268948106 | 3,265 | 64,682 | SH | SOLE | NONE | 21,120 | 0 | 43,562 | |
EOG RES INC | COM | 26875P101 | 49,266 | 695,942 | SH | SOLE | NONE | 633,342 | 0 | 62,600 | |
EPAM SYS INC | COM | 29414B104 | 3,633 | 46,213 | SH | SOLE | NONE | 15,096 | 0 | 31,117 | |
EURONET WORLDWIDE INC | COM | 298736109 | 7,285 | 100,583 | SH | SOLE | NONE | 35,590 | 0 | 64,993 | |
EXPONENT INC | COM | 30214U102 | 2,161 | 43,265 | SH | SOLE | NONE | 14,122 | 0 | 29,143 | |
CL A | 30303M102 | 162,299 | 1,550,728 | SH | SOLE | NONE | 1,324,608 | 0 | 226,120 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 73,893 | 800,140 | SH | SOLE | NONE | 596,817 | 0 | 203,323 | |
FERRARI N V | COM | N3167J106 | 727 | 15,150 | SH | SOLE | NONE | 15,150 | 0 | 0 | |
G-III APPAREL GROUP LTD | COM | 36237H101 | 1,936 | 43,750 | SH | SOLE | NONE | 14,280 | 0 | 29,470 | |
GILEAD SCIENCES INC | COM | 375558103 | 54,523 | 538,816 | SH | SOLE | NONE | 474,636 | 0 | 64,180 | |
GLOBAL PMTS INC | COM | 37940X102 | 50,764 | 786,910 | SH | SOLE | NONE | 685,590 | 0 | 101,320 | |
GLOBANT S A | COM | L44385109 | 2,889 | 77,015 | SH | SOLE | NONE | 25,140 | 0 | 51,875 | |
GRAY TELEVISION INC | COM | 389375106 | 3,756 | 230,415 | SH | SOLE | NONE | 75,215 | 0 | 155,200 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,118 | 85,067 | SH | SOLE | NONE | 27,770 | 0 | 57,297 | |
HACKETT GROUP INC | COM | 404609109 | 2,797 | 174,025 | SH | SOLE | NONE | 56,810 | 0 | 117,215 | |
HCA HOLDINGS INC | COM | 40412C101 | 21,554 | 318,700 | SH | SOLE | NONE | 290,000 | 0 | 28,700 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 23,104 | 375,067 | SH | SOLE | NONE | 268,500 | 0 | 106,567 | |
HELEN OF TROY CORP LTD | COM | G4388N106 | 3,736 | 39,638 | SH | SOLE | NONE | 12,942 | 0 | 26,696 | |
ICICI BK LTD | ADR | 45104G104 | 67,885 | 8,669,892 | SH | SOLE | NONE | 7,273,179 | 0 | 1,396,713 | |
IMAX CORP | COM | 45245E109 | 2,196 | 61,788 | SH | SOLE | NONE | 20,173 | 0 | 41,615 | |
IMMERSION CORP | COM | 452521107 | 1,032 | 88,511 | SH | SOLE | NONE | 28,855 | 0 | 59,656 | |
INC RESH HLDGS INC | CL A | 45329R109 | 1,955 | 40,309 | SH | SOLE | NONE | 13,159 | 0 | 27,150 | |
INFOSYS LTD | SPONSORED ADR | 456788108 | 1,278 | 76,280 | SH | SOLE | NONE | 780 | 0 | 75,500 | |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 3,059 | 116,107 | SH | SOLE | NONE | 37,897 | 0 | 78,210 | |
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 34,497 | 288,340 | SH | SOLE | NONE | 262,350 | 0 | 25,990 | |
ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 19,467 | 2,990,387 | SH | SOLE | NONE | 2,136,040 | 0 | 854,347 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 1,301 | 19,700 | SH | SOLE | NONE | 0 | 0 | 19,700 | |
LAZARD LTD | SHS A | G54050102 | 17,402 | 386,620 | SH | SOLE | NONE | 333,220 | 0 | 53,400 | |
LENNOX INTL INC | COM | 526107107 | 3,147 | 25,200 | SH | SOLE | NONE | 0 | 0 | 25,200 | |
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 2,917 | 26,904 | SH | SOLE | NONE | 8,840 | 0 | 18,064 | |
LITHIA MTRS INC | CL A | 536797103 | 2,040 | 19,122 | SH | SOLE | NONE | 6,239 | 0 | 12,883 | |
LITTELFUSE INC | COM | 537008104 | 3,731 | 34,864 | SH | SOLE | NONE | 11,380 | 0 | 23,484 | |
LOGMEIN INC | COM | 54142L109 | 5,825 | 86,807 | SH | SOLE | NONE | 28,334 | 0 | 58,473 | |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 15,546 | 178,900 | SH | SOLE | NONE | 162,490 | 0 | 16,410 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 3,497 | 52,851 | SH | SOLE | NONE | 17,257 | 0 | 35,594 | |
MARINEMAX INC | COM | 567908108 | 1,369 | 74,300 | SH | SOLE | NONE | 24,260 | 0 | 50,040 | |
MCDONALDS CORP | COM | 580135101 | 70,458 | 596,398 | SH | SOLE | NONE | 545,678 | 0 | 50,720 | |
MICROSOFT CORP | COM | 594918104 | 51,907 | 935,600 | SH | SOLE | NONE | 823,000 | 0 | 112,600 | |
MOHAWK INDS INC | COM | 608190104 | 67,938 | 358,720 | SH | SOLE | NONE | 331,820 | 0 | 26,900 | |
MOLSON COORS BREWING CO | CL A | 60871R100 | 817 | 8,700 | SH | SOLE | NONE | 8,700 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 33,830 | 1,063,498 | SH | SOLE | NONE | 930,798 | 0 | 132,700 | |
ISHARES TR | MSCI INDIA ETF | 46429B598 | 7,015 | 255,100 | SH | SOLE | NONE | 255,100 | 0 | 0 | |
MOTORCAR PTS AMER INC | COM | 620071100 | 2,078 | 61,475 | SH | SOLE | NONE | 20,066 | 0 | 41,409 | |
MULTI COLOR CORP | COM | 625383104 | 4,261 | 71,240 | SH | SOLE | NONE | 23,266 | 0 | 47,974 | |
NATIONAL GEN HLDGS CORP | COM | 636220303 | 2,924 | 133,759 | SH | SOLE | NONE | 43,689 | 0 | 90,070 | |
NEOGENOMICS INC | COM NEW | 64049M209 | 1,143 | 145,250 | SH | SOLE | NONE | 47,440 | 0 | 97,810 | |
NICE SYS LTD | SPONSORED ADR | 653656108 | 2,099 | 36,613 | SH | SOLE | NONE | 36,613 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 2,381 | 38,100 | SH | SOLE | NONE | 0 | 0 | 38,100 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,356 | 63,575 | SH | SOLE | NONE | 49,905 | 0 | 13,670 | |
OMNICELL INC | COM | 68213N109 | 1,668 | 53,666 | SH | SOLE | NONE | 17,521 | 0 | 36,145 | |
OPUS BK IRVINE CALIF | COM | 684000102 | 2,903 | 78,512 | SH | SOLE | NONE | 25,643 | 0 | 52,869 | |
PGT INC | COM | 69336V101 | 1,354 | 118,875 | SH | SOLE | NONE | 38,805 | 0 | 80,070 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 25,444 | 289,430 | SH | SOLE | NONE | 217,730 | 0 | 71,700 | |
PRICELINE COM INC | COM NEW | 741503403 | 63,319 | 49,664 | SH | SOLE | NONE | 45,367 | 0 | 4,297 | |
PROOFPOINT INC | COM | 743424103 | 3,163 | 48,647 | SH | SOLE | NONE | 15,882 | 0 | 32,765 | |
Q2 HLDGS INC | COM | 74736L109 | 4,205 | 159,451 | SH | SOLE | NONE | 58,111 | 0 | 101,340 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 42,220 | 77,772 | SH | SOLE | NONE | 77,772 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 37,004 | 990,460 | SH | SOLE | NONE | 764,110 | 0 | 226,350 | |
ROCKWELL AUTOMATION | COM | 773903109 | 34,517 | 336,390 | SH | SOLE | NONE | 306,060 | 0 | 30,330 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 57,776 | 570,850 | SH | SOLE | NONE | 445,460 | 0 | 125,390 | |
RUCKUS WIRELESS INC | COM | 781220108 | 979 | 91,440 | SH | SOLE | NONE | 29,855 | 0 | 61,585 | |
SCHLUMBERGER LTD | COM | 806857108 | 27,305 | 391,469 | SH | SOLE | NONE | 356,249 | 0 | 35,220 | |
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 33,746 | 732,650 | SH | SOLE | NONE | 666,610 | 0 | 66,040 | |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 7,206 | 70,787 | SH | SOLE | NONE | 23,104 | 0 | 47,683 | |
STAMPS COM INC | COM NEW | 852857200 | 3,770 | 34,397 | SH | SOLE | NONE | 11,229 | 0 | 23,168 | |
STARBUCKS CORP | COM | 855244109 | 72,824 | 1,213,121 | SH | SOLE | NONE | 1,078,821 | 0 | 134,300 | |
SUMMIT MATLS INC | CL A | 86614U100 | 2,181 | 108,839 | SH | SOLE | NONE | 35,445 | 0 | 73,394 | |
SYNERGY RES CORP | COM | 87164P103 | 925 | 108,540 | SH | SOLE | NONE | 35,450 | 0 | 73,090 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 144,744 | 6,362,359 | SH | SOLE | NONE | 4,754,820 | 0 | 1,607,539 | |
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 102,283 | 1,558,238 | SH | SOLE | NONE | 1,306,338 | 0 | 251,900 | |
TYLER TECHNOLOGIES INC | COM | 902252105 | 7,312 | 41,944 | SH | SOLE | NONE | 13,695 | 0 | 28,249 | |
UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | 4,681 | 240,198 | SH | SOLE | NONE | 78,423 | 0 | 161,775 | |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 38,047 | 318,413 | SH | SOLE | NONE | 293,113 | 0 | 25,300 | |
VERINT SYS INCQ | COM | 92343X100 | 897 | 22,118 | SH | SOLE | NONE | 7,230 | 0 | 14,888 | |
VISA INC | COM CL A | 92826C839 | 112,459 | 1,450,142 | SH | SOLE | NONE | 1,267,182 | 0 | 182,960 | |
WABCO HLDGS INC | COM | 92927K102 | 35,744 | 349,540 | SH | SOLE | NONE | 318,050 | 0 | 31,490 | |
WHIRLPOOL CORP | COM | 963320106 | 54,692 | 372,384 | SH | SOLE | NONE | 338,744 | 0 | 33,640 | |
XPO LOGISTICS INC | COM | 983793100 | 1,260 | 46,230 | SH | SOLE | NONE | 15,070 | 0 | 31,160 | |
YANDEX N V | SHS CLASS A | N97284108 | 44,449 | 2,827,555 | SH | SOLE | NONE | 1,957,860 | 0 | 869,695 |