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
3M CO COM 88579Y101 425 2,757 SH   SOLE   2,757 0 0
ACE LTD SHS H0023R105 344,268 3,385,809 SH   SOLE   3,385,809 0 0
AMAZON COM INC COM 023135106 36,185 83,359 SH   SOLE   83,359 0 0
AMERISAFE INC COM 03071H100 12,287 261,096 SH   SOLE   261,096 0 0
AMPHENOL CORP NEW CL A 032095101 20,951 361,398 SH   SOLE   361,398 0 0
AON PLC SHS CL A G0408V102 745 7,471 SH   SOLE   7,471 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 10,821 194,286 SH   SOLE   194,286 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 291,733 5,921,095 SH   SOLE   5,921,095 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 329,269 3,162,088 SH   SOLE   3,162,088 0 0
ASSOCIATED BANC CORP COM 045487105 14,965 738,272 SH   SOLE   738,272 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 331 4,128 SH   SOLE   4,128 0 0
AVISTA CORP COM 05379B107 7,841 255,869 SH   SOLE   255,869 0 0
BARNES GROUP INC COM 067806109 14,929 382,918 SH   SOLE   382,918 0 0
BBCN BANCORP INC COM 073295107 7,477 505,551 SH   SOLE   505,551 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 630 4,625 SH   SOLE   4,625 0 0
BRF SA SPONSORED ADR 10552T107 6,755 323,082 SH   SOLE   323,082 0 0
BRINKER INTL INC COM 109641100 12,488 216,605 SH   SOLE   216,605 0 0
BROOKS AUTOMATION INC COM 114340102 19,507 1,703,788 SH   SOLE   1,703,788 0 0
BROWN FORMAN CORP CL B 115637209 22,723 226,819 SH   SOLE   226,819 0 0
CALAMOS ASSET MGMT INC CL A 12811R104 9,744 795,379 SH   SOLE   795,379 0 0
CANADIAN NATL RY CO COM 136375102 15,047 260,571 SH   SOLE   260,571 0 0
CANADIAN PAC RY LTD COM 13645T100 268,757 1,677,313 SH   SOLE   1,677,313 0 0
CHEVRON CORP NEW COM 166764100 460 4,767 SH   SOLE   4,767 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 6,583 57,159 SH   SOLE   57,159 0 0
CLOROX CO DEL COM 189054109 616 5,920 SH   SOLE   5,920 0 0
CME GROUP INC COM 12572Q105 21,725 233,446 SH   SOLE   233,446 0 0
CNO FINL GROUP INC COM 12621E103 22,107 1,204,662 SH   SOLE   1,204,662 0 0
COCA COLA CO COM 191216100 404 10,286 SH   SOLE   10,286 0 0
COGNEX CORP COM 192422103 25,824 536,907 SH   SOLE   536,907 0 0
COMMERCIAL METALS CO COM 201723103 10,679 664,130 SH   SOLE   664,130 0 0
AMBEV SA SPONSORED ADR 02319V103 7,840 1,285,313 SH   SOLE   1,285,313 0 0
COOPER COS INC COM NEW 216648402 24,454 137,403 SH   SOLE   137,403 0 0
CORE LABORATORIES N V COM N22717107 232,066 2,034,955 SH   SOLE   2,034,955 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,192 164,309 SH   SOLE   164,309 0 0
COWEN GROUP INC NEW CL A 223622101 22,026 3,441,758 SH   SOLE   3,441,758 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,607 118,522 SH   SOLE   118,522 0 0
CUBIC CORP COM 229669106 12,475 262,178 SH   SOLE   262,178 0 0
CVB FINL CORP COM 126600105 25,430 1,444,070 SH   SOLE   1,444,070 0 0
DISNEY WALT CO COM DISNEY 254687106 626 5,488 SH   SOLE   5,488 0 0
DR REDDYS LABS LTD ADR 256135203 8,936 161,515 SH   SOLE   161,515 0 0
EAST WEST BANCORP INC COM 27579R104 23,091 515,189 SH   SOLE   515,189 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 7,019 231,724 SH   SOLE   231,724 0 0
EMERSON ELEC CO COM 291011104 369 6,661 SH   SOLE   6,661 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 22,230 249,939 SH   SOLE   249,939 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 9,604 552,566 SH   SOLE   552,566 0 0
FASTENAL CO COM 311900104 225 5,330 SH   SOLE   5,330 0 0
FNB CORP PA COM 302520101 15,352 1,072,082 SH   SOLE   1,072,082 0 0
GATX CORP COM 361448103 10,685 201,030 SH   SOLE   201,030 0 0
GENERAL ELECTRIC CO COM 369604103 471 17,739 SH   SOLE   17,739 0 0
GENERAL MLS INC COM 370334104 391 7,015 SH   SOLE   7,015 0 0
GLACIER BANCORP INC NEW COM 37637Q105 10,044 341,410 SH   SOLE   341,410 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 251 6,030 SH   SOLE   6,030 0 0
GLOBAL INDEMNITY PLC SHS G39319101 11,990 426,992 SH   SOLE   426,992 0 0
GOOGLE INC CL A 38259P508 16,701 30,927 SH   SOLE   30,927 0 0
GOOGLE INC CL C 38259P706 4,360 8,379 SH   SOLE   8,379 0 0
GRAN TIERRA ENERGY INC COM 38500T101 5,069 1,701,259 SH   SOLE   1,701,259 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 19,357 213,103 SH   SOLE   213,103 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 12,865 331,407 SH   SOLE   331,407 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 7,880 383,783 SH   SOLE   383,783 0 0
ICON PLC SHS G4705A100 250,034 3,715,205 SH   SOLE   3,715,205 0 0
ICU MED INC COM 44930G107 10,853 113,461 SH   SOLE   113,461 0 0
IMMUNOMEDICS INC COM 452907108 8,088 1,992,132 SH   SOLE   1,992,132 0 0
INSIGHT ENTERPRISES INC COM 45765U103 8,936 298,770 SH   SOLE   298,770 0 0
IPG PHOTONICS CORP COM 44980X109 22,061 258,999 SH   SOLE   258,999 0 0
ISIS PHARMACEUTICALS INC COM 464330109 340 5,900 SH   SOLE   5,900 0 0
JOHNSON & JOHNSON COM 478160104 392 4,027 SH   SOLE   4,027 0 0
KADANT INC COM 48282T104 15,009 317,970 SH   SOLE   317,970 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,933 65,052 SH   SOLE   65,052 0 0
LACLEDE GROUP INC COM 505597104 11,994 230,404 SH   SOLE   230,404 0 0
LAZARD LTD SHS A G54050102 249,739 4,440,596 SH   SOLE   4,440,596 0 0
LINDSAY CORP COM 535555106 7,861 89,431 SH   SOLE   89,431 0 0
LINKEDIN CORP COM CL A 53578A108 17,461 84,500 SH   SOLE   84,500 0 0
MERCADOLIBRE INC COM 58733R102 12,431 87,727 SH   SOLE   87,727 0 0
MOOG INC CL A 615394202 6,547 92,626 SH   SOLE   92,626 0 0
NEWPORT CORP COM 651824104 11,065 583,539 SH   SOLE   583,539 0 0
NIKE INC CL B 654106103 27,646 255,939 SH   SOLE   255,939 0 0
NOVO-NORDISK A S ADR 670100205 366,837 6,698,986 SH   SOLE   6,698,986 0 0
OLIN CORP COM PAR $1 680665205 4,433 164,478 SH   SOLE   164,478 0 0
OWENS & MINOR INC NEW COM 690732102 9,601 282,357 SH   SOLE   282,357 0 0
PAYCHEX INC COM 704326107 388 8,279 SH   SOLE   8,279 0 0
PEPSICO INC COM 713448108 369 3,956 SH   SOLE   3,956 0 0
PERRIGO CO PLC SHS G97822103 1,976 10,690 SH   SOLE   10,690 0 0
PRAXAIR INC COM 74005P104 16,308 136,407 SH   SOLE   136,407 0 0
PRICESMART INC COM 741511109 9,463 103,713 SH   SOLE   103,713 0 0
PROCTER & GAMBLE CO COM 742718109 356 4,545 SH   SOLE   4,545 0 0
PROGRESS SOFTWARE CORP COM 743312100 14,179 515,554 SH   SOLE   515,554 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 21,258 292,780 SH   SOLE   292,780 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 7,718 180,101 SH   SOLE   180,101 0 0
REALTY INCOME CORP COM 756109104 232 5,220 SH   SOLE   5,220 0 0
REGAL BELOIT CORP COM 758750103 11,671 160,783 SH   SOLE   160,783 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 6,757 736,180 SH   SOLE   736,180 0 0
SAIA INC COM 78709Y105 11,247 286,248 SH   SOLE   286,248 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 334,966 6,351,269 SH   SOLE   6,351,269 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,724 113,035 SH   SOLE   113,035 0 0
SNAP ON INC COM 833034101 18,126 113,820 SH   SOLE   113,820 0 0
SPECTRA ENERGY CORP COM 847560109 326 10,010 SH   SOLE   10,010 0 0
STANDARD PAC CORP NEW COM 85375C101 14,909 1,673,209 SH   SOLE   1,673,209 0 0
STARBUCKS CORP COM 855244109 25,047 467,172 SH   SOLE   467,172 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 497,252 21,895,694 SH   SOLE   21,895,694 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23,213 841,943 SH   SOLE   841,943 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 28,719 779,963 SH   SOLE   779,963 0 0
TEEKAY TANKERS LTD CL A Y8565N102 18,772 2,839,941 SH   SOLE   2,839,941 0 0
GREENBRIER COS INC COM 393657101 17,675 377,265 SH   SOLE   377,265 0 0
TRIANGLE PETE CORP COM NEW 89600B201 6,180 1,230,980 SH   SOLE   1,230,980 0 0
TRIPADVISOR INC COM 896945201 19,068 218,811 SH   SOLE   218,811 0 0
TUESDAY MORNING CORP COM NEW 899035505 9,559 848,627 SH   SOLE   848,627 0 0
UNILEVER PLC SPON ADR NEW 904767704 344 8,010 SH   SOLE   8,010 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 24,928 293,852 SH   SOLE   293,852 0 0
WELLS FARGO & CO NEW COM 949746101 495 8,806 SH   SOLE   8,806 0 0
WERNER ENTERPRISES INC COM 950755108 10,117 385,387 SH   SOLE   385,387 0 0
WESTERN REFNG INC COM 959319104 19,670 450,955 SH   SOLE   450,955 0 0
WINTRUST FINL CORP COM 97650W108 14,664 274,709 SH   SOLE   274,709 0 0
WORKDAY INC CL A 98138H101 12,914 169,038 SH   SOLE   169,038 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 5,672 134,204 SH   SOLE   134,204 0 0
YANDEX N V SHS CLASS A N97284108 103,235 6,782,821 SH   SOLE   6,782,821 0 0