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
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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
AVG Technologies N.V. COM n07831105 593 24,765 SH   SOLE   24,765 0 0
AbbVie Inc COM 00287y109 3,681 82,300 SH   SOLE   74,600 0 7,700
Abbott Lab COM 002824100 665 20,050 SH   SOLE   18,550 0 1,500
Accenture Ltd COM G1150G111 552 7,500 SH   SOLE   7,500 0 0
Actavis Inc COM 00507k103 518 3,600 SH   SOLE   3,600 0 0
Affiliated Managers Group COM 008252108 10,941 59,907 SH   SOLE   59,907 0 0
Air Liquide ADR COM 009126202 386 13,852 SH   SOLE   13,852 0 0
Alkermes PLC COM g01767105 3,581 106,500 SH   SOLE   95,900 0 10,600
Alliance Data Systems COM 018581108 7,536 35,635 SH   SOLE   32,085 0 3,550
Anadarko Petroleum Corp COM 032511107 1,249 13,435 SH   SOLE   11,935 0 1,500
Anheuser-Busch Inbex SA COM 03524a108 436 4,397 SH   SOLE   4,397 0 0
Apple Inc. COM 037833100 1,993 4,180 SH   SOLE   3,905 0 275
Atlas Copco Ab ADR COM 049255706 287 9,800 SH   SOLE   9,800 0 0
BASF SE ADR COM 055262505 355 3,700 SH   SOLE   3,700 0 0
Blackrock Inc COM 09247x101 271 1,000 SH   SOLE   1,000 0 0
Blackstone Group LP COM 09253u108 846 34,000 SH   SOLE   32,000 0 2,000
CNOOC Ltd ADR COM 126132109 424 2,100 SH   SOLE   2,100 0 0
Carrizo Oil & Gas COM 144577103 1,957 52,475 SH   SOLE   49,075 0 3,400
Cisco Systems. Inc. COM 17275R102 2,540 108,400 SH   SOLE   101,500 0 6,900
Clean Harbors, Inc. COM 184496107 10,606 180,805 SH   SOLE   171,255 0 9,550
Cognizant Technology Solutions COM 192446102 22,193 270,245 SH   SOLE   258,945 0 11,300
Compania de Bebidas COM 20441w203 675 17,600 SH   SOLE   17,600 0 0
Compass Group Plc ADS COM 20449x203 299 21,700 SH   SOLE   21,700 0 0
Compuware COM 205638109 504 45,000 SH   SOLE   45,000 0 0
Continental Resources COM 212015101 2,143 19,975 SH   SOLE   18,725 0 1,250
Dassault Systems SA COM 237545108 427 3,200 SH   SOLE   3,200 0 0
Diageo PLC ADS COM 25243q205 724 5,700 SH   SOLE   5,700 0 0
EPAM Systems COM 29414b104 10,911 316,275 SH   SOLE   301,975 0 14,300
Ebay COM 278642103 17,220 308,625 SH   SOLE   295,025 0 13,600
Essilor Intl SA ADR COM 297284200 473 8,784 SH   SOLE   8,784 0 0
Evercore Partners, Inc. COM 29977a105 304 6,175 SH   SOLE   6,175 0 0
Everest Re Group Inc COM G3223R108 320 2,200 SH   SOLE   2,200 0 0
Expedia, Inc. COM 30212p303 556 10,730 SH   SOLE   10,730 0 0
Express Scripts Inc COM 30219g108 364 5,885 SH   SOLE   5,885 0 0
Exxon Mobil Corporation COM 30231G102 8,150 94,726 SH   SOLE   91,598 0 3,128
Facebook, Inc COM 30303m102 2,161 43,015 SH   SOLE   41,815 0 1,200
Fortinet, Inc. COM 34959E109 1,240 61,200 SH   SOLE   57,000 0 4,200
Fresenius Medical Care A COM 358029106 508 15,700 SH   SOLE   15,700 0 0
Geospace Technologies COM 37364x109 887 10,527 SH   SOLE   9,827 0 700
Google Inc COM 38259P508 24,032 27,437 SH   SOLE   25,107 0 2,330
Grupo Televisa SA COM 40049j206 316 11,290 SH   SOLE   11,290 0 0
HD Supply COM 40416m105 2,686 122,250 SH   SOLE   117,950 0 4,300
Heineken N.V. COM 423012301 712 20,074 SH   SOLE   20,074 0 0
Henkel AG and Co. ADR COM 42550u208 206 2,000 SH   SOLE   2,000 0 0
Home Depot Inc. COM 437076102 554 7,298 SH   SOLE   5,298 0 2,000
ICON plc COM 45103T107 506 12,370 SH   SOLE   10,370 0 2,000
Infoblox Inc. COM 45672h104 377 9,015 SH   SOLE   9,015 0 0
Informatica Corporation COM 45666q102 507 13,000 SH   SOLE   10,500 0 2,500
Intl. Business Mach. Corp. COM 459200101 18,878 101,945 SH   SOLE   91,345 0 10,600
Johnson & Johnson COM 478160104 2,385 27,507 SH   SOLE   26,407 0 1,100
Kimberly Clark Corp COM 494368103 3,262 34,616 SH   SOLE   29,296 0 5,320
Komatsu Ltd COM 500458401 489 19,668 SH   SOLE   19,668 0 0
LVMH Moet Hennessy ADR COM 502441030 467 11,840 SH   SOLE   11,840 0 0
Luxoft Holdings Inc. COM g57279104 2,880 108,800 SH   SOLE   108,800 0 0
Luxottica Group ADS COM 55068r202 541 10,300 SH   SOLE   10,300 0 0
Mastercard Inc. COM 57636q104 14,451 21,480 SH   SOLE   20,130 0 1,350
Medidata Solutions COM 58471a105 1,335 13,490 SH   SOLE   12,190 0 1,300
Microsoft Corp COM 594918104 14,854 446,322 SH   SOLE   419,322 0 27,000
Millicom International Cellula COM SE0001174 25,002 282,956 SH   SOLE   271,124 0 11,832
Millicom International Cellula COM l6388f110 90,473 1,020,332 SH   SOLE   1,016,432 0 3,900
Nestle S.A. ADR COM 641069406 611 8,735 SH   SOLE   8,735 0 0
NetEase.com, Inc. COM 64110w102 322 4,430 SH   SOLE   4,430 0 0
Nidec Corp COM 654090109 681 32,200 SH   SOLE   32,200 0 0
Noble Energy Inc COM 655044105 13,304 198,540 SH   SOLE   184,208 0 14,332
Nomura Holding Inc COM 65535h208 580 74,200 SH   SOLE   74,200 0 0
Novartis AG COM 66987v109 1,005 13,103 SH   SOLE   13,103 0 0
Novo-Nordisk A/S COM 670100205 338 2,000 SH   SOLE   2,000 0 0
Precision Castparts Corp COM 740189105 341 1,500 SH   SOLE   1,500 0 0
Priceline.com Incorporated COM 741503403 28,611 28,301 SH   SOLE   27,006 0 1,295
Procter & Gamble Co. COM 742718109 669 8,844 SH   SOLE   8,844 0 0
Prudential PLC COM 74435k204 560 15,000 SH   SOLE   15,000 0 0
Purecycle COM 746228303 573 124,073 SH   SOLE   124,073 0 0
Qualcomm Inc. COM 747525103 8,190 121,660 SH   SOLE   114,160 0 7,500
Roche Holdings Ltd COM 771195104 471 6,990 SH   SOLE   6,990 0 0
Rolls Royce Hldg Plc ADS COM 775781206 936 10,400 SH   SOLE   10,400 0 0
Rosetta Resources COM 777779307 381 7,000 SH   SOLE   7,000 0 0
Royal Caribbean Cruises COM V7780T103 291 7,600 SH   SOLE   7,600 0 0
SAP AG COM 803054204 991 13,400 SH   SOLE   13,400 0 0
Sanchez Energy Corp COM 79970y105 460 17,405 SH   SOLE   17,405 0 0
Seadrill Limited COM g7945e105 22,933 508,720 SH   SOLE   491,620 0 17,100
Shire plc ADS COM 82481r106 410 3,420 SH   SOLE   3,420 0 0
Splunk Inc COM 848637104 693 11,540 SH   SOLE   10,440 0 1,100
Syngenta AG COM 87160a100 707 8,700 SH   SOLE   8,700 0 0
Technip ADS COM 878546209 283 9,644 SH   SOLE   9,644 0 0
Tencent Holdings Ltd COM 88032q109 315 6,000 SH   SOLE   6,000 0 0
Teva Pharmaceutical COM 881624209 343 9,090 SH   SOLE   9,090 0 0
Toyota Motor Corp COM 892331307 730 5,700 SH   SOLE   5,700 0 0
TripAdvisor, Inc. COM 896945201 18,521 244,210 SH   SOLE   231,510 0 12,700
U.S. Silica Holdings, Inc. COM 90346e103 299 12,000 SH   SOLE   12,000 0 0
Unilever N.V. COM 904784709 513 13,600 SH   SOLE   13,600 0 0
VISA Inc. COM 92826c839 12,121 63,425 SH   SOLE   60,025 0 3,400
Vodafone Group plc ADS COM 92857W100 821 23,331 SH   SOLE   23,331 0 0
Volkswagen AG COM 928662303 486 10,700 SH   SOLE   10,700 0 0
Wal-mart De Mexico SAB COM 93114w107 458 17,600 SH   SOLE   17,600 0 0
Warner Chilcott plc COM g94368100 426 18,600 SH   SOLE   18,600 0 0
Whiting Petroleum Corp COM 966387102 369 6,160 SH   SOLE   6,160 0 0
adidas AG COM 00687A107 575 10,600 SH   SOLE   10,600 0 0