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
8X8 INC NEW COM 282914100 1,235 114,200 SH   SOLE NONE 114,200 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 3,095 68,600 SH   SOLE NONE 68,600 0 0
ADVANCED ENERGY INDS COM 007973100 1,112 45,400 SH   SOLE NONE 45,400 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 849 26,900 SH   SOLE NONE 26,900 0 0
AMAZON COM INC COM 23135106 30,420 90,436 SH   SOLE NONE 90,436 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 66,989 1,830,300 SH   SOLE NONE 1,830,300 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 553 68,600 SH   SOLE NONE 68,600 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,341 78,875 SH   SOLE NONE 78,875 0 0
AUTONATION INC COM 05329W102 43,606 819,200 SH   SOLE NONE 819,200 0 0
AVIANCA HLDGS SA SPON ADR REP PFD 05367G100 12,409 727,800 SH   SOLE NONE 727,800 0 0
BAIDU INC SPON ADR REP A 056752108 21,263 139,640 SH   SOLE NONE 139,640 0 0
IRELAND BK SPNSRD ADR NEW 46267Q202 32,591 1,683,409 SH   SOLE NONE 1,683,409 0 0
BIOSCRIP INC COM 09069N108 616 88,300 SH   SOLE NONE 88,300 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 18,016 768,600 SH   SOLE NONE 768,600 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 55,232 1,661,100 SH   SOLE NONE 1,661,100 0 0
BOEING CO COM 097023105 60,822 484,680 SH   SOLE NONE 484,680 0 0
CABOT OIL & GAS CORP COM 127097103 43,299 1,278,000 SH   SOLE NONE 1,278,000 0 0
CALAMP CORP COM 128126109 1,297 46,550 SH   SOLE NONE 46,550 0 0
CARMIKE CINEMAS INC COM 143436400 3,780 126,600 SH   SOLE NONE 126,600 0 0
CARRIZO OIL & GAS INC COM 144577103 1,967 36,800 SH   SOLE NONE 36,800 0 0
CBRE GROUP INC CL A 12504L109 29,666 1,081,500 SH   SOLE NONE 1,081,500 0 0
CBS CORP NEW CL B 124857202 49,598 802,550 SH   SOLE NONE 802,550 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 147,892 11,709,600 SH   SOLE NONE 11,709,600 0 0
CIENA CORP COM NEW 171779309 1,162 51,100 SH   SOLE NONE 51,100 0 0
CIT GROUP INC COM NEW 125581801 37,079 756,400 SH   SOLE NONE 756,400 0 0
CITIGROUP INC COM NEW 172967424 66,099 1,388,640 SH   SOLE NONE 1,388,640 0 0
CLUBCORP HLDGS INC COM 18948M108 2,583 136,650 SH   SOLE NONE 136,650 0 0
COGENT COMM GROUP INC COM NEW 19239V302 1,029 28,950 SH   SOLE NONE 28,950 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 45,546 900,120 SH   SOLE NONE 900,120 0 0
COLFAX CORP COM 194014106 46,999 658,900 SH   SOLE NONE 658,900 0 0
CONTROL4 CORP COM 21240D107 935 44,100 SH   SOLE NONE 44,100 0 0
COSAN LTD SHS A G25343107 35,499 3,113,918 SH   SOLE NONE 3,113,918 0 0
COVIDIEN PLC SHS G2554F113 28,133 381,930 SH   SOLE NONE 381,930 0 0
CREDICORP LTD COM G2519Y108 32,712 237,178 SH   SOLE NONE 237,178 0 0
DATAWATCH CORP COM NEW 237917208 938 34,600 SH   SOLE NONE 34,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,921 43,400 SH   SOLE NONE 43,400 0 0
DR REDDYS LABS LTD ADR 256135203 2,638 60,100 SH   SOLE NONE 60,100 0 0
DUNKIN BRANDS GROUP INC COM 265504100 25,781 513,770 SH   SOLE NONE 513,770 0 0
EAGLE BANCORP INC MD COM 268948106 891 24,678 SH   SOLE NONE 24,678 0 0
ENPHASE ENERGY INC COM 29355A107 999 135,700 SH   SOLE NONE 135,700 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 1,993 297,400 SH   SOLE NONE 297,400 0 0
ENVESTNET INC COM 29404K106 2,101 52,300 SH   SOLE NONE 52,300 0 0
LAUDER ESTEE COS INC CL A 518439104 45,826 685,200 SH   SOLE NONE 685,200 0 0
EURONET WORLDWIDE INC COM 298736109 1,131 27,200 SH   SOLE NONE 27,200 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 2,216 40,100 SH   SOLE NONE 40,100 0 0
EXAMWORKS GROUP INC COM 30066A105 2,745 78,400 SH   SOLE NONE 78,400 0 0
F5 NETWORKS INC COM 315616102 35,012 328,355 SH   SOLE NONE 328,355 0 0
FACEBOOK CL A 30303M102 94,417 1,567,350 SH   SOLE NONE 1,567,350 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 1,277 28,000 SH   SOLE NONE 28,000 0 0
FINISAR CORP COM NEW 31787A507 2,699 101,800 SH   SOLE NONE 101,800 0 0
FIVE BELOW INC COM 33829M101 28,576 672,700 SH   SOLE NONE 672,700 0 0
GENERAL MTRS CO COM 37045V100 50,577 1,469,400 SH   SOLE NONE 1,469,400 0 0
GENTHERM INC COM 37253A103 1,998 57,550 SH   SOLE NONE 57,550 0 0
G-III APPAREL GROUP LTD COM 36237H101 1,541 21,525 SH   SOLE NONE 21,525 0 0
GILEAD SCIENCES INC COM 375558103 64,038 903,730 SH   SOLE NONE 903,730 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 1,796 113,800 SH   SOLE NONE 113,800 0 0
GOOGLE INC CL A 38259P508 104,192 93,487 SH   SOLE NONE 93,487 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 1,824 45,100 SH   SOLE NONE 45,100 0 0
HCA HOLDINGS INC COM 40412C101 66,266 1,262,200 SH   SOLE NONE 1,262,200 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 40,620 990,000 SH   SOLE NONE 990,000 0 0
HORSEHEAD HLDG CORP COM 440694305 1,939 115,300 SH   SOLE NONE 115,300 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 43,439 608,476 SH   SOLE NONE 608,476 0 0
ICG GROUP INC COM 44928D108 3,179 155,664 SH   SOLE NONE 155,664 0 0
ICICI BK LTD ADR 45104G104 64,119 1,463,900 SH   SOLE NONE 1,463,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 30,568 564,200 SH   SOLE NONE 564,200 0 0
INTERFACE INC COM 458665304 877 42,700 SH   SOLE NONE 42,700 0 0
INVENTURE FOODS INC COM 461212102 1,083 77,500 SH   SOLE NONE 77,500 0 0
INVESCO LTD COM G491BT108 61,998 1,675,630 SH   SOLE NONE 1,675,630 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 50,720 3,413,200 SH   SOLE NONE 3,413,200 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 55,259 398,466 SH   SOLE NONE 398,466 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 8,961 254,950 SH   SOLE NONE 254,950 0 0
LAS VEGAS SANDS CORP COM 517834107 115,086 1,424,683 SH   SOLE NONE 1,424,683 0 0
LIBERTY GLOBAL INC COM SER A 530555101 37,762 907,750 SH   SOLE NONE 907,750 0 0
LIBERTY GLOBAL INC COM SER C 530555309 116,623 2,864,735 SH   SOLE NONE 2,864,735 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 2,496 37,100 SH   SOLE NONE 37,100 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 51,790 582,300 SH   SOLE NONE 582,300 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 20,918 368,400 SH   SOLE NONE 368,400 0 0
MANITOWOC INC COM 563571108 1,280 40,700 SH   SOLE NONE 40,700 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,203 96,550 SH   SOLE NONE 96,550 0 0
MELCO CROWN ENTMT LTD ADR 585464100 76,859 1,988,580 SH   SOLE NONE 1,988,580 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 74,744 801,370 SH   SOLE NONE 801,370 0 0
MOHAWK INDS INC COM 608190104 28,552 209,972 SH   SOLE NONE 209,972 0 0
MONSANTO CO NEW COM 61166W101 47,336 416,065 SH   SOLE NONE 416,065 0 0
MORGAN STANLEY COM NEW 617446448 51,343 1,647,200 SH   SOLE NONE 1,647,200 0 0
ISHARES MSCI TAIWAN ETF 464286731 12,752 886,200 SH   SOLE NONE 886,200 0 0
MYLAN INC COM 628530107 42,209 864,400 SH   SOLE NONE 864,400 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 51,809 1,765,200 SH   SOLE NONE 1,765,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 102,633 1,745,162 SH   SOLE NONE 1,745,162 0 0
ON ASSIGNMENT INC COM 682159108 3,590 93,025 SH   SOLE NONE 93,025 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 985 68,350 SH   SOLE NONE 68,350 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 597 8,530 SH   SOLE NONE 8,530 0 0
PACWEST BANCORP DEL COM 695263103 3,372 78,400 SH   SOLE NONE 78,400 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 29,363 2,232,900 SH   SOLE NONE 2,232,900 0 0
PLANET PAYMENT INC SHS U72603118 624 227,556 SH   SOLE NONE 227,556 0 0
POST HLDGS INC COM 737446104 3,405 61,775 SH   SOLE NONE 61,775 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 2,490 33,130 SH   SOLE NONE 33,130 0 0
POWERSECURE INTL INC COM 73936N105 3,010 128,400 SH   SOLE NONE 128,400 0 0
POWERSHARES INDIA ETF TR INDIA PORT 73935L100 14,247 762,300 SH   SOLE NONE 762,300 0 0
PRECISION DRILLING CORP COM 2010 74022D308 34,969 2,921,400 SH   SOLE NONE 2,921,400 0 0
PRICELINE COM INC COM NEW 741503403 80,435 67,485 SH   SOLE NONE 67,485 0 0
PRIMORIS SVCS CORP COM 74164F103 1,736 57,900 SH   SOLE NONE 57,900 0 0
PROOFPOINT INC COM 743424103 540 14,575 SH   SOLE NONE 14,575 0 0
PROTO LABS INC COM 743713109 38,829 573,803 SH   SOLE NONE 573,803 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 113,152 1,136,297 SH   SOLE NONE 1,136,297 0 0
QUANTUM FUEL SYS TECH WORLDW COM PAR $0.02 74765E307 1,521 157,100 SH   SOLE NONE 157,100 0 0
REPLIGEN CORP COM 759916109 1,432 111,336 SH   SOLE NONE 111,336 0 0
RIGNET INC COM 766582100 3,340 62,050 SH   SOLE NONE 62,050 0 0
ROCKET FUEL INC COM 773111109 21,614 504,050 SH   SOLE NONE 504,050 0 0
ROCKWELL AUTOMATION COM 773903109 67,664 543,265 SH   SOLE NONE 543,265 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 26,020 476,899 SH   SOLE NONE 476,899 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 786449207 1,376 62,050 SH   SOLE NONE 62,050 0 0
SHLUMBERGER LTD COM 806857108 71,339 731,678 SH   SOLE NONE 731,678 0 0
SEAWORLD ENTMT INC COM 81282V100 1,146 37,900 SH   SOLE NONE 37,900 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 70,676 1,657,516 SH   SOLE NONE 1,657,516 0 0
SMITH A O COM 831865209 54,175 1,177,200 SH   SOLE NONE 1,177,200 0 0
SOUTHERN COPPER CORP COM 84265V105 5,793 199,000 SH   SOLE NONE 199,000 0 0
SPECTRANETICS CORP COM 84760C107 2,608 86,049 SH   SOLE NONE 86,049 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 3,641 45,690 SH   SOLE NONE 45,690 0 0
SPIRIT AIRLS INC COM 848577102 1,933 32,540 SH   SOLE NONE 32,540 0 0
SPLUNK INC COM 848637104 48,323 675,938 SH   SOLE NONE 675,938 0 0
SPS COMM INC COM 78463M107 848 13,800 SH   SOLE NONE 13,800 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 2,053 109,200 SH   SOLE NONE 109,200 0 0
STILLWATER MNG CO COM 86074Q102 1,580 106,700 SH   SOLE NONE 106,700 0 0
SUNEDISON INC COM 86732Y109 60,591 3,216,100 SH   SOLE NONE 3,216,100 0 0
SUSSER HLDGS CORP COM 869233106 27,647 442,562 SH   SOLE NONE 442,562 0 0
PRICE T ROWE GROUP INC COM 74144T108 50,513 613,400 SH   SOLE NONE 613,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 79,557 3,973,900 SH   SOLE NONE 3,973,900 0 0
TASER INTL INC COM 87651B104 649 35,500 SH   SOLE NONE 35,500 0 0
TATA MTRS LTD SPONSORED ADR 876568502 1,381 39,000 SH   SOLE NONE 39,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,120 18,600 SH   SOLE NONE 18,600 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 131,039 3,936,300 SH   SOLE NONE 3,936,300 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 25,359 390,500 SH   SOLE NONE 390,500 0 0
TIVO INC COM 888706108 30,041 2,270,700 SH   SOLE NONE 2,270,700 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 22,083 709,600 SH   SOLE NONE 709,600 0 0
TYCO INTERNATIONAL LTD SHS H89128104 64,864 1,529,800 SH   SOLE NONE 1,529,800 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,770 91,200 SH   SOLE NONE 91,200 0 0
UNITED TECHNOLOGIES CORP COM 913017109 43,365 371,145 SH   SOLE NONE 371,145 0 0
VALE S A ADR 91912E105 25,166 1,819,700 SH   SOLE NONE 1,819,700 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,960 22,450 SH   SOLE NONE 22,450 0 0
VERINT SYS INCQ COM 92343X100 3,628 77,300 SH   SOLE NONE 77,300 0 0
VISA INC COM CL A 92826C839 49,587 229,720 SH   SOLE NONE 229,720 0 0
VONAGE HLDGS CORP COM 92886T201 1,963 459,800 SH   SOLE NONE 459,800 0 0
WABCO HLDGS INC COM 92927K102 58,581 554,950 SH   SOLE NONE 554,950 0 0
WAGEWORKS INC COM 930427109 2,488 44,350 SH   SOLE NONE 44,350 0 0
WALGREEN CO COM 931422109 58,773 890,100 SH   SOLE NONE 890,100 0 0
XEROX CORP COM 984121103 45,065 3,988,087 SH   SOLE NONE 3,988,087 0 0
XPO LOGISTICS INC COM 983793100 1,962 66,700 SH   SOLE NONE 66,700 0 0
YANDEX N V SHS CLASS A N97284108 14,244 471,800 SH   SOLE NONE 471,800 0 0