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
AMAZON COM INC COM 023135106 1,637 4,400 SH   DFND 2 4,400 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,951 437,500 SH   DFND 1 437,500 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 18,275 893,200 SH   DFND 2 0 0 893,200
BAIDU INC SPON ADR REP A 056752108 133,482 640,509 SH   DFND 1 525,780 0 114,729
BAIDU INC SPON ADR REP A 056752108 134,127 643,603 SH   DFND 2 488,103 0 155,500
BECTON DICKINSON & CO COM 075887109 6,002 41,800 SH   DFND 1 26,800 0 15,000
BECTON DICKINSON & CO COM 075887109 13,225 92,100 SH   DFND 2 92,100 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 623 5,000 SH   DFND 2 5,000 0 0
CARMAX INC COM 143130102 690 10,000 SH   DFND 1 0 0 10,000
CAVIUM INC COM 14964U108 39,155 552,879 SH   DFND 1 447,560 0 105,319
CAVIUM INC COM 14964U108 15,793 223,003 SH   DFND 2 106,875 0 116,128
CINEMARK HOLDINGS INC COM 17243V102 20,295 450,300 SH   DFND 2 241,500 0 208,800
CINEMARK HOLDINGS INC COM 17243V102 47,145 1,046,030 SH   DFND 1 817,430 0 228,600
COMCAST CORP NEW CL A 20030N101 81,593 1,444,885 SH   DFND 1 1,143,012 0 301,873
COMCAST CORP NEW CL A 20030N101 31,042 549,712 SH   DFND 2 245,865 0 303,847
CORE LABORATORIES N V COM N22717107 30,857 295,590 SH   DFND 1 258,940 0 36,650
CORE LABORATORIES N V COM N22717107 29,547 283,045 SH   DFND 2 229,515 0 53,530
COSTCO WHSL CORP NEW COM 22160K105 1,818 12,000 SH   DFND 1 0 0 12,000
COSTCO WHSL CORP NEW COM 22160K105 1,969 13,000 SH   DFND 2 13,000 0 0
CRITEO S A SPONS ADS 226718104 2,663 67,420 SH   DFND 2 67,420 0 0
ECOLAB INC COM 278865100 6,588 57,600 SH   DFND 2 57,600 0 0
ECOLAB INC COM 278865100 4,369 38,200 SH   DFND 1 25,200 0 13,000
EMBRAER S A SP ADR REP 4 COM 29082A107 1,184 38,500 SH   DFND 1 0 0 38,500
EMBRAER S A SP ADR REP 4 COM 29082A107 1,928 62,700 SH   DFND 2 62,700 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 126,176 1,349,330 SH   DFND 1 1,171,690 0 177,640
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 128,818 1,377,580 SH   DFND 2 1,116,100 0 261,480
GOOGLE INC CL A 38259P508 43,380 78,204 SH   DFND 1 62,900 0 15,304
GOOGLE INC CL A 38259P508 17,480 31,512 SH   DFND 2 14,942 0 16,570
GOOGLE INC CL C 38259P706 9,667 17,641 SH   DFND 2 0 0 17,641
GOOGLE INC CL C 38259P706 23,695 43,239 SH   DFND 1 0 0 43,239
HUNT J B TRANS SVCS INC COM 445658107 1,196 14,000 SH   DFND 2 14,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 322,314 9,187,962 SH   DFND 2 6,750,482 0 2,437,480
INFOSYS LTD SPONSORED ADR 456788108 383,816 10,941,172 SH   DFND 1 9,045,040 0 1,896,132
INTUIT COM 461202103 1,260 13,000 SH   DFND 1 0 0 13,000
JOHNSON & JOHNSON COM 478160104 45,523 452,510 SH   DFND 1 357,810 0 94,700
JOHNSON & JOHNSON COM 478160104 22,547 224,130 SH   DFND 2 99,230 0 124,900
KANSAS CITY SOUTHERN COM NEW 485170302 1,633 16,000 SH   DFND 2 16,000 0 0
LKQ CORP COM 501889208 895 35,000 SH   DFND 1 0 0 35,000
LUXOFT HLDG INC ORD SHS CL A G57279104 6,468 125,000 SH   DFND 2 125,000 0 0
MEDTRONIC PLC SHS G5960L103 32,282 413,920 SH   DFND 2 185,350 0 228,570
MEDTRONIC PLC SHS G5960L103 84,125 1,078,660 SH   DFND 1 852,260 0 226,400
MICROCHIP TECHNOLOGY INC COM 595017104 1,565 32,000 SH   DFND 1 0 0 32,000
MICROCHIP TECHNOLOGY INC COM 595017104 1,174 24,000 SH   DFND 2 24,000 0 0
MICROSOFT CORP COM 594918104 38,171 938,897 SH   DFND 1 769,975 0 168,922
MICROSOFT CORP COM 594918104 15,709 386,407 SH   DFND 2 208,087 0 178,320
NATIONAL OILWELL VARCO INC COM 637071101 1,000 20,000 SH   DFND 2 20,000 0 0
NETEASE INC SPONSORED ADR 64110W102 237,701 2,257,374 SH   DFND 1 1,860,213 0 397,161
NETEASE INC SPONSORED ADR 64110W102 222,391 2,111,974 SH   DFND 2 1,604,229 0 507,745
NIELSEN N V COM N63218106 1,159 26,000 SH   DFND 2 26,000 0 0
OMNICOM GROUP INC COM 681919106 11,292 144,800 SH   DFND 2 144,800 0 0
ORACLE CORP COM 68389X105 60,774 1,408,442 SH   DFND 1 1,145,174 0 263,268
ORACLE CORP COM 68389X105 24,304 563,237 SH   DFND 2 249,659 0 313,578
PAYCHEX INC COM 704326107 1,588 32,000 SH   DFND 2 32,000 0 0
PRAXAIR INC COM 74005P104 2,053 17,000 SH   DFND 1 0 0 17,000
PRAXAIR INC COM 74005P104 5,687 47,100 SH   DFND 2 47,100 0 0
QUALCOMM INC COM 747525103 1,595 23,000 SH   DFND 2 23,000 0 0
STERICYCLE INC COM 858912108 1,123 8,000 SH   DFND 1 0 0 8,000
STERICYCLE INC COM 858912108 1,685 12,000 SH   DFND 2 12,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 35,374 1,506,566 SH   DFND 2 1,276,246 0 230,320
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 129,056 5,496,404 SH   DFND 1 3,452,270 0 2,044,134
TATA MTRS LTD SPONSORED ADR 876568502 541 12,000 SH   DFND 1 12,000 0 0
TENARIS S A SPONSORED ADR 88031M109 66,836 2,387,857 SH   DFND 1 1,992,770 0 395,087
TENARIS S A SPONSORED ADR 88031M109 59,120 2,112,177 SH   DFND 2 1,725,977 0 386,200
TORNIER N V SHS N87237108 1,049 40,000 SH   DFND 2 40,000 0 0
TYCO INTL PLC SHS G91442106 37,961 881,580 SH   DFND 1 678,980 0 202,600
TYCO INTL PLC SHS G91442106 16,686 387,500 SH   DFND 2 222,200 0 165,300
UNITED TECHNOLOGIES CORP COM 913017109 1,524 13,000 SH   DFND 1 0 0 13,000
UNITED TECHNOLOGIES CORP COM 913017109 1,524 13,000 SH   DFND 2 13,000 0 0
VERISK ANALYTICS INC CL A 92345Y106 2,088 29,250 SH   DFND 2 29,250 0 0
VERISK ANALYTICS INC CL A 92345Y106 2,213 31,000 SH   DFND 1 0 0 31,000
VISA INC COM CL A 92826C839 40,345 616,800 SH   DFND 1 477,600 0 139,200
VISA INC COM CL A 92826C839 22,894 350,000 SH   DFND 2 184,000 0 166,000
WAL-MART STORES INC COM 931142103 2,468 30,000 SH   DFND 2 30,000 0 0
WHOLE FOODS MKT INC COM 966837106 677 13,000 SH   DFND 1 0 0 13,000
WHOLE FOODS MKT INC COM 966837106 781 15,000 SH   DFND 2 15,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 29,302 755,600 SH   DFND 1 572,800 0 182,800
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 50,514 1,302,580 SH   DFND 2 734,800 0 567,780
YANDEX N V SHS CLASS A N97284108 96,580 6,370,697 SH   DFND 1 5,259,038 0 1,111,659
YANDEX N V SHS CLASS A N97284108 94,193 6,213,290 SH   DFND 2 5,356,630 0 856,660
ZOETIS INC CL A 98978V103 1,250 27,000 SH   DFND 2 27,000 0 0
ZOETIS INC CL A 98978V103 602 13,000 SH   DFND 1 0 0 13,000