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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 5,865 | 88,505 | SH | SOLE | NONE | 72,967 | 0 | 15,538 | |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 1,026 | 31,024 | SH | SOLE | NONE | 20,254 | 0 | 10,770 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 37,116 | 1,201,542 | SH | SOLE | NONE | 1,089,642 | 0 | 111,900 | |
ADEPTUS HEALTH INC | CL A | 00685510 | 1,520 | 18,816 | SH | SOLE | NONE | 12,285 | 0 | 6,531 | |
ADOBE SYS INC | COM | 00724F101 | 44,213 | 537,741 | SH | SOLE | NONE | 486,441 | 0 | 51,300 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,137 | 239,737 | SH | SOLE | NONE | 175,857 | 0 | 63,880 | |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 5,581 | 96,788 | SH | SOLE | NONE | 85,067 | 0 | 11,721 | |
AMAZON COM INC | COM | 023135106 | 54,687 | 106,833 | SH | SOLE | NONE | 90,533 | 0 | 16,300 | |
AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 4,977 | 300,720 | SH | SOLE | NONE | 300,720 | 0 | 0 | |
AMERICAN WOODMARK CORP | COM | 030506109 | 1,949 | 30,048 | SH | SOLE | NONE | 19,615 | 0 | 10,433 | |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 3,406 | 113,483 | SH | SOLE | NONE | 78,740 | 0 | 34,743 | |
AMSURG CORP | COM | 03232P405 | 2,847 | 36,634 | SH | SOLE | NONE | 23,910 | 0 | 12,724 | |
APOGEE ENTERPRISES INC | COM | 037598109 | 762 | 17,070 | SH | SOLE | NONE | 11,140 | 0 | 5,930 | |
APPLE INC | COM | 037833100 | 61,899 | 561,185 | SH | SOLE | NONE | 502,411 | 0 | 58,774 | |
ARAMARK | COM | 03852U106 | 1,372 | 46,300 | SH | SOLE | NONE | 46,300 | 0 | 0 | |
ARATANA THERAPEUTICS INC | COM | 03874P101 | 462 | 54,570 | SH | SOLE | NONE | 35,630 | 0 | 18,940 | |
ARIAD PHARMACEUTICALS INC | COM | 04033A100 | 514 | 87,952 | SH | SOLE | NONE | 57,397 | 0 | 30,555 | |
B & G FOODS INC NEW | COM | 05508R106 | 1,149 | 31,530 | SH | SOLE | NONE | 23,160 | 0 | 8,370 | |
BELDEN INC | COM | 077454106 | 313 | 6,706 | SH | SOLE | NONE | 4,368 | 0 | 2,338 | |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 573 | 19,062 | SH | SOLE | NONE | 12,449 | 0 | 6,613 | |
BIOGEN IDEC INC | COM | 09062X103 | 30,159 | 103,352 | SH | SOLE | NONE | 93,643 | 0 | 9,709 | |
BLACKBAUD INC | COM | 09227Q100 | 1,002 | 17,850 | SH | SOLE | NONE | 11,655 | 0 | 6,195 | |
BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 1,025 | 24,183 | SH | SOLE | NONE | 15,790 | 0 | 8,393 | |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 28,195 | 890,269 | SH | SOLE | NONE | 798,769 | 0 | 91,500 | |
BOOT BARN HLDGS INC | COM | 099406100 | 399 | 21,630 | SH | SOLE | NONE | 14,120 | 0 | 7,510 | |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 943 | 35,990 | SH | SOLE | NONE | 23,490 | 0 | 12,500 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 3,536 | 55,047 | SH | SOLE | NONE | 35,937 | 0 | 19,110 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 83,987 | 1,418,705 | SH | SOLE | NONE | 1,286,205 | 0 | 132,500 | |
CAMBREX CORP | COM | 132011107 | 1,696 | 42,743 | SH | SOLE | NONE | 27,898 | 0 | 14,845 | |
CARRIZO OIL & GAS INC | COM | 144577103 | 436 | 14,285 | SH | SOLE | NONE | 9,330 | 0 | 4,955 | |
CARNIVAL CORP | PAIRED CTF | 143658300 | 77,906 | 1,567,528 | SH | SOLE | NONE | 1,378,028 | 0 | 189,500 | |
CARRIAGE SVCS INC | COM | 143905107 | 774 | 35,873 | SH | SOLE | NONE | 23,418 | 0 | 12,455 | |
CBRE GROUP INC | CL A | 12504L109 | 29,929 | 935,292 | SH | SOLE | NONE | 839,592 | 0 | 95,700 | |
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 41,023 | 5,868,868 | SH | SOLE | NONE | 4,394,256 | 0 | 1,474,612 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 108,961 | 1,373,512 | SH | SOLE | NONE | 967,102 | 0 | 406,410 | |
CHIMERIX INC | COM | 16934W106 | 1,230 | 32,195 | SH | SOLE | NONE | 21,020 | 0 | 11,175 | |
CHINA LIFE INS CO LTD | SPON ADR REP H | 16939P106 | 636 | 36,600 | SH | SOLE | NONE | 36,600 | 0 | 0 | |
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 1,232 | 20,700 | SH | SOLE | NONE | 20,700 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 54,495 | 1,098,459 | SH | SOLE | NONE | 946,459 | 0 | 152,000 | |
CLUBCORP HLDGS INC | COM | 18948M108 | 2,056 | 95,800 | SH | SOLE | NONE | 62,550 | 0 | 33,250 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 115,482 | 1,844,465 | SH | SOLE | NONE | 1,236,365 | 0 | 608,100 | |
COMSCORE INC | COM | 20564W105 | 1,038 | 22,487 | SH | SOLE | NONE | 15,690 | 0 | 6,797 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 60,193 | 480,739 | SH | SOLE | NONE | 435,979 | 0 | 44,760 | |
CEB INC | COM | 125134106 | 539 | 7,882 | SH | SOLE | NONE | 5,142 | 0 | 2,740 | |
CREDICORP LTD | COM | G2519Y108 | 24,237 | 227,880 | SH | SOLE | NONE | 170,450 | 0 | 57,430 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 10,300 | 163,030 | SH | SOLE | NONE | 146,430 | 0 | 16,600 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 44,948 | 1,001,733 | SH | SOLE | NONE | 907,233 | 0 | 94,500 | |
DELUXE CORP | COM | 248019101 | 978 | 17,541 | SH | SOLE | NONE | 11,450 | 0 | 6,091 | |
DEXCOM INC | COM | 252131107 | 3,102 | 36,133 | SH | SOLE | NONE | 23,592 | 0 | 12,541 | |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 430 | 6,649 | SH | SOLE | NONE | 4,334 | 0 | 2,315 | |
DIAMOND RESORTS INTL INC | COM | 25272T104 | 984 | 42,049 | SH | SOLE | NONE | 27,459 | 0 | 14,590 | |
DOLLAR TREE INC | COM | 256746108 | 38,882 | 583,294 | SH | SOLE | NONE | 529,994 | 0 | 53,300 | |
DR REDDYS LABS LTD | ADR | 256135203 | 11,833 | 185,150 | SH | SOLE | NONE | 79,250 | 0 | 105,900 | |
DYCOM INDS INC | COM | 267475101 | 875 | 12,088 | SH | SOLE | NONE | 7,893 | 0 | 4,195 | |
EAGLE BANCORP INC MD | COM | 268948106 | 1,846 | 40,572 | SH | SOLE | NONE | 26,490 | 0 | 14,082 | |
ENDO INTL PLC | SHS | G30401106 | 52,305 | 754,980 | SH | SOLE | NONE | 456,950 | 0 | 298,030 | |
EOG RES INC | COM | 26875P101 | 54,011 | 741,912 | SH | SOLE | NONE | 672,012 | 0 | 69,900 | |
EPAM SYS INC | COM | 29414B104 | 2,325 | 31,196 | SH | SOLE | NONE | 20,361 | 0 | 10,835 | |
EURONET WORLDWIDE INC | COM | 298736109 | 4,009 | 54,115 | SH | SOLE | NONE | 36,750 | 0 | 17,365 | |
CL A | 30303M102 | 169,472 | 1,885,115 | SH | SOLE | NONE | 1,535,405 | 0 | 349,710 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 67,489 | 756,175 | SH | SOLE | NONE | 561,865 | 0 | 194,310 | |
G-III APPAREL GROUP LTD | COM | 36237H101 | 2,989 | 48,470 | SH | SOLE | NONE | 31,650 | 0 | 16,820 | |
GILEAD SCIENCES INC | COM | 375558103 | 56,686 | 577,306 | SH | SOLE | NONE | 503,506 | 0 | 73,800 | |
GOOGLE INC | CL A | 38259P508 | 134,851 | 211,242 | SH | SOLE | NONE | 172,321 | 0 | 38,921 | |
GLOBANT S A | COM | L44385109 | 1,142 | 37,345 | SH | SOLE | NONE | 24,380 | 0 | 12,965 | |
GRAY TELEVISION INC | COM | 389375106 | 842 | 66,000 | SH | SOLE | NONE | 43,090 | 0 | 22,910 | |
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 15,392 | 591,540 | SH | SOLE | NONE | 434,140 | 0 | 157,400 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 1,117 | 21,242 | SH | SOLE | NONE | 13,870 | 0 | 7,372 | |
HACKETT GROUP INC | COM | 404609109 | 1,135 | 82,565 | SH | SOLE | NONE | 53,910 | 0 | 28,655 | |
HCA HOLDINGS INC | COM | 40412C101 | 56,601 | 731,662 | SH | SOLE | NONE | 662,862 | 0 | 68,800 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 29,470 | 482,400 | SH | SOLE | NONE | 348,900 | 0 | 133,500 | |
ICICI BK LTD | ADR | 45104G104 | 71,970 | 8,588,299 | SH | SOLE | NONE | 7,226,399 | 0 | 1,361,900 | |
IMAX CORP | COM | 45245E109 | 691 | 20,442 | SH | SOLE | NONE | 13,342 | 0 | 7,100 | |
IMMERSION CORP | COM | 452521107 | 726 | 64,610 | SH | SOLE | NONE | 42,190 | 0 | 22,420 | |
INFOSYS LTD | SPONSORED ADR | 456788108 | 1,662 | 87,080 | SH | SOLE | NONE | 780 | 0 | 86,300 | |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 872 | 42,937 | SH | SOLE | NONE | 28,037 | 0 | 14,900 | |
INTERSECT ENT INC | COM | 46071F103 | 663 | 28,330 | SH | SOLE | NONE | 18,460 | 0 | 9,870 | |
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 33,646 | 325,840 | SH | SOLE | NONE | 295,230 | 0 | 30,610 | |
ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 21,066 | 3,182,240 | SH | SOLE | NONE | 2,254,840 | 0 | 927,400 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 1,055 | 17,300 | SH | SOLE | NONE | 0 | 0 | 17,300 | |
LAZARD LTD | SHS A | G54050102 | 19,703 | 455,029 | SH | SOLE | NONE | 391,429 | 0 | 63,600 | |
LENNOX INTL INC | COM | 526107107 | 6,267 | 55,300 | SH | SOLE | NONE | 0 | 0 | 55,300 | |
LIBERTY GLOBAL INC | COM SER A | 530555101 | 751 | 17,500 | SH | SOLE | NONE | 4,800 | 0 | 12,700 | |
LIBERTY GLOBAL INC | COM SER C | 530555309 | 40,436 | 985,762 | SH | SOLE | NONE | 617,362 | 0 | 368,400 | |
LITHIA MTRS INC | CL A | 536797103 | 2,364 | 21,870 | SH | SOLE | NONE | 14,280 | 0 | 7,590 | |
LOGMEIN INC | COM | 54142L109 | 3,070 | 45,034 | SH | SOLE | NONE | 29,405 | 0 | 15,629 | |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 33,529 | 402,215 | SH | SOLE | NONE | 364,315 | 0 | 37,900 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 3,215 | 51,605 | SH | SOLE | NONE | 33,690 | 0 | 17,915 | |
MARINEMAX INC | COM | 567908108 | 498 | 35,260 | SH | SOLE | NONE | 23,020 | 0 | 12,240 | |
MCDONALDS CORP | COM | 580135101 | 69,731 | 707,710 | SH | SOLE | NONE | 644,310 | 0 | 63,400 | |
MOHAWK INDS INC | COM | 608190104 | 55,127 | 303,245 | SH | SOLE | NONE | 303,245 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 35,835 | 1,137,618 | SH | SOLE | NONE | 989,518 | 0 | 148,100 | |
ISHARES TR | MSCI INDIA ETF | 46429B598 | 7,762 | 271,700 | SH | SOLE | NONE | 271,700 | 0 | 271,700 | |
MULTI COLOR CORP | COM | 625383104 | 2,425 | 31,709 | SH | SOLE | NONE | 20,700 | 0 | 11,009 | |
NATIONAL GEN HLDGS CORP | COM | 636220303 | 1,098 | 56,930 | SH | SOLE | NONE | 37,170 | 0 | 19,760 | |
NICE SYS LTD | SPONSORED ADR | 653656108 | 1,448 | 25,708 | SH | SOLE | NONE | 25,708 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 2,250 | 18,300 | SH | SOLE | NONE | 0 | 0 | 18,300 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 29,747 | 341,650 | SH | SOLE | NONE | 200,860 | 0 | 140,790 | |
OSIRIS THERAPEUTICS INC NEW | COM | 68827R108 | 714 | 38,670 | SH | SOLE | NONE | 25,250 | 0 | 13,420 | |
PAPA MURPHYS HLDGS INC | COM | 698814100 | 455 | 31,000 | SH | SOLE | NONE | 20,240 | 0 | 10,760 | |
PGT INC | COM | 69336V101 | 466 | 37,930 | SH | SOLE | NONE | 24,760 | 0 | 13,170 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 27,768 | 350,035 | SH | SOLE | NONE | 263,735 | 0 | 86,300 | |
PRICELINE COM INC | COM NEW | 741503403 | 67,910 | 54,905 | SH | SOLE | NONE | 49,989 | 0 | 4,916 | |
PROOFPOINT INC | COM | 743424103 | 2,395 | 39,699 | SH | SOLE | NONE | 25,919 | 0 | 13,780 | |
Q2 HLDGS INC | COM | 74736L109 | 1,863 | 75,345 | SH | SOLE | NONE | 52,320 | 0 | 23,025 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 47,405 | 101,915 | SH | SOLE | NONE | 101,915 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 48,118 | 1,339,600 | SH | SOLE | NONE | 768,500 | 0 | 571,100 | |
ROCKWELL AUTOMATION | COM | 773903109 | 32,656 | 321,832 | SH | SOLE | NONE | 291,552 | 0 | 30,280 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 65,763 | 738,160 | SH | SOLE | NONE | 436,140 | 0 | 302,020 | |
RUCKUS WIRELESS INC | COM | 781220108 | 771 | 64,900 | SH | SOLE | NONE | 42,370 | 0 | 22,530 | |
SCHLUMBERGER LTD | COM | 806857108 | 28,789 | 417,419 | SH | SOLE | NONE | 378,099 | 0 | 39,320 | |
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 39,804 | 897,699 | SH | SOLE | NONE | 813,277 | 0 | 84,422 | |
SEQUENTIAL BRANDS GROUP INC | COM NEW | 817340201 | 980 | 67,733 | SH | SOLE | NONE | 44,215 | 0 | 23,518 | |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 3,074 | 33,587 | SH | SOLE | NONE | 21,924 | 0 | 11,663 | |
STARBUCKS CORP | COM | 855244109 | 48,976 | 861,649 | SH | SOLE | NONE | 759,649 | 0 | 102,000 | |
SUMMIT MATLS INC | CL A | 86614U100 | 760 | 40,515 | SH | SOLE | NONE | 26,455 | 0 | 14,060 | |
SYNERGY RES CORP | COM | 87164P103 | 478 | 48,778 | SH | SOLE | NONE | 31,838 | 0 | 16,940 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 124,025 | 5,977,130 | SH | SOLE | NONE | 4,442,530 | 0 | 1,534,600 | |
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 109,262 | 1,935,207 | SH | SOLE | NONE | 1,367,607 | 0 | 567,600 | |
TYLER TECHNOLOGIES INC | COM | 902252105 | 3,561 | 23,849 | SH | SOLE | NONE | 15,575 | 0 | 8,274 | |
UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | 2,330 | 113,970 | SH | SOLE | NONE | 74,415 | 0 | 39,555 | |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 42,407 | 339,773 | SH | SOLE | NONE | 311,573 | 0 | 28,200 | |
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 52,793 | 295,960 | SH | SOLE | NONE | 167,720 | 0 | 128,240 | |
VERINT SYS INCQ | COM | 92343X100 | 1,318 | 30,542 | SH | SOLE | NONE | 19,945 | 0 | 10,597 | |
VISA INC | COM CL A | 92826C839 | 113,166 | 1,624,542 | SH | SOLE | NONE | 1,299,772 | 0 | 324,770 | |
WABCO HLDGS INC | COM | 92927K102 | 47,042 | 448,748 | SH | SOLE | NONE | 406,728 | 0 | 42,020 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 38,323 | 374,980 | SH | SOLE | NONE | 330,440 | 0 | 44,540 | |
WHIRLPOOL CORP | COM | 963320106 | 66,065 | 448,629 | SH | SOLE | NONE | 391,489 | 0 | 57,140 | |
XPO LOGISTICS INC | COM | 983793100 | 674 | 28,265 | SH | SOLE | NONE | 18,450 | 0 | 9,815 | |
YANDEX N V | SHS CLASS A | N97284108 | 21,917 | 2,042,551 | SH | SOLE | NONE | 1,395,851 | 0 | 646,700 |