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
ALTERA CORP COM 021441100 90,709 2,749,600 SH   DFND 1 2,317,100 0 432,500
ALTERA CORP COM 021441100 58,579 1,775,650 SH   DFND 1,220,850 0 554,800
ANALOG DEVICES INC COM 032654105 118,744 2,635,239 SH   DFND 1,813,279 0 821,960
ANALOG DEVICES INC COM 032654105 183,928 4,081,838 SH   DFND 1 3,442,338 0 639,500
BAIDU INC SPON ADR REP A 056752108 135,249 1,430,750 SH   DFND 1 1,206,750 0 224,000
BAIDU INC SPON ADR REP A 056752108 87,872 929,568 SH   DFND 642,568 0 287,000
BANCO BRADESCO S A SP ADR PFD NEW 059460303 25,754 1,979,518 SH   DFND 1,364,679 0 614,839
BANCO BRADESCO S A SP ADR PFD NEW 059460303 39,727 3,053,545 SH   DFND 1 2,577,685 0 475,860
BRINKS CO COM 109696104 40,706 1,595,695 SH   DFND 1 1,344,488 0 251,207
BRINKS CO COM 109696104 26,289 1,030,524 SH   DFND 708,842 0 321,682
COCA COLA CO COM 191216100 114,119 2,845,152 SH   DFND 1,954,222 0 890,930
COCA COLA CO COM 191216100 176,258 4,394,372 SH   DFND 1 3,706,472 0 687,900
COLGATE PALMOLIVE CO COM 194162103 41,150 718,280 SH   DFND 494,046 0 224,234
COLGATE PALMOLIVE CO COM 194162103 63,882 1,115,072 SH   DFND 1 941,672 0 173,400
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 42,975 1,150,610 SH   DFND 794,690 0 355,920
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 66,284 1,774,660 SH   DFND 1 1,496,860 0 277,800
CREDIT ACCEP CORP MICH COM 225310101 19,129 182,096 SH   DFND 125,335 0 56,761
CREDIT ACCEP CORP MICH COM 225310101 29,667 282,404 SH   DFND 1 238,327 0 44,077
ECOLAB INC COM 278865100 133,818 1,570,813 SH   DFND 1 1,326,000 0 244,813
ECOLAB INC COM 278865100 86,154 1,011,320 SH   DFND 695,520 0 315,800
FIDELITY NATL INFORMATION SV COM 31620M106 121,672 2,840,146 SH   DFND 1 2,395,451 0 444,695
FIDELITY NATL INFORMATION SV COM 31620M106 78,227 1,826,033 SH   DFND 1,256,337 0 569,696
GOOGLE INC CL A 38259P508 142,681 162,069 SH   DFND 111,348 0 50,721
GOOGLE INC CL A 38259P508 221,207 251,266 SH   DFND 1 211,916 0 39,350
HARLEY DAVIDSON INC COM 412822108 117,938 2,151,367 SH   DFND 1 1,814,067 0 337,300
HARLEY DAVIDSON INC COM 412822108 75,861 1,383,825 SH   DFND 952,019 0 431,806
LKQ CORP COM 501889208 73,509 2,854,703 SH   DFND 1,963,577 0 891,126
LKQ CORP COM 501889208 113,799 4,419,383 SH   DFND 1 3,730,112 0 689,271
OPENTABLE INC COM 68372A104 10,480 163,871 SH   DFND 112,573 0 51,298
OPENTABLE INC COM 68372A104 16,312 255,077 SH   DFND 1 215,141 0 39,936
ORACLE CORP COM 68389X105 63,479 2,066,382 SH   DFND 1,421,358 0 645,024
ORACLE CORP COM 68389X105 98,879 3,218,724 SH   DFND 1 2,714,667 0 504,057
PHILIP MORRIS INTL INC COM 718172109 61,965 715,369 SH   DFND 1 603,469 0 111,900
PHILIP MORRIS INTL INC COM 718172109 39,661 457,872 SH   DFND 314,681 0 143,191
PRICELINE COM INC COM NEW 741503403 98,892 119,561 SH   DFND 82,221 0 37,340
PRICELINE COM INC COM NEW 741503403 153,396 185,456 SH   DFND 1 156,434 0 29,022
SOLERA HOLDINGS INC COM 83421A104 59,112 1,062,214 SH   DFND 1 896,314 0 165,900
SOLERA HOLDINGS INC COM 83421A104 38,301 688,242 SH   DFND 472,686 0 215,556
WATERS CORP COM 941848103 42,054 420,330 SH   DFND 289,030 0 131,300
WATERS CORP COM 941848103 65,521 654,885 SH   DFND 1 552,785 0 102,100