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
AAC Technologies Holdings Inc COM 000304105 1,184 22,868 SH   SOLE   22,868 0 0
ABB Ltd COM 000375204 7,059 273,719 SH   SOLE   273,719 0 0
Acorda Therapeutics Inc COM 00484m106 25,434 670,901 SH   SOLE   670,901 0 0
Adecco SA COM 006754204 5,249 126,092 SH   SOLE   126,092 0 0
Adidas AG ADR COM 00687a107 4,826 89,167 SH   SOLE   89,167 0 0
Adobe Systems Inc COM 00724f101 226 3,440 SH   SOLE   3,440 0 0
Adtran Inc COM 00738a106 2,168 88,800 SH   SOLE   88,800 0 0
Advanced Auto Parts Inc COM 00751y106 34,196 270,328 SH   SOLE   270,328 0 0
Advanced Info Svcs-Spon ADR COM 00753g103 1,623 236,555 SH   SOLE   236,555 0 0
Aegion Corporation COM 00770f104 3,539 145,875 SH   SOLE   145,875 0 0
AFLAC Inc COM 001055102 177,360 2,813,451 SH   SOLE   2,813,451 0 0
AGCO Corporation COM 001084102 99,356 1,801,225 SH   SOLE   1,801,225 0 0
Agnico Eagle Mines Ltd COM 008474108 35,441 1,171,611 SH   SOLE   1,171,611 0 0
Air Liquide-Unsponsored ADR COM 009126202 5,006 184,692 SH   SOLE   184,692 0 0
Air Methods Corp COM 009128307 4,184 78,304 SH   SOLE   78,304 0 0
Akorn Inc COM 009728106 6,036 274,356 SH   SOLE   274,356 0 0
Alaska Air Group Inc COM 011659109 5,820 62,375 SH   SOLE   62,375 0 0
Allianz SE - ADR COM 018805101 122,171 7,224,334 SH   SOLE   7,224,334 0 0
Ambarella Inc Ord COM g037ax101 3,379 126,500 SH   SOLE   126,500 0 0
Amber Road Inc COM 02318y108 808 52,500 SH   SOLE   52,500 0 0
Ambev SA COM 02319v103 390 52,690 SH   SOLE   52,690 0 0
AMC Networks Inc - A Shs COM 00164v103 44,841 613,584 SH   SOLE   613,584 0 0
Anadarko Pete Corp COM 032511107 298 3,518 SH   SOLE   3,518 0 0
Antero Resources Corp COM 03674x106 71,934 1,149,109 SH   SOLE   1,149,109 0 0
Applied Materials Inc COM 038222105 207 10,138 SH   SOLE   10,138 0 0
Arrow Electronics Inc COM 042735100 39,224 660,784 SH   SOLE   660,784 0 0
ASML Holding NV COM n07059210 202 2,166 SH   SOLE   2,166 0 0
Atmos Energy Corp COM 049560105 69,158 1,467,398 SH   SOLE   1,467,398 0 0
Autozone Inc COM 053332102 14,438 26,882 SH   SOLE   26,882 0 0
Avago Technologies Ltd Ord COM y0486s104 81,881 1,271,239 SH   SOLE   1,271,239 0 0
Avnet Inc COM 053807103 84,479 1,815,579 SH   SOLE   1,815,579 0 0
AXA Group S A - ADR COM 054536107 9,386 360,972 SH   SOLE   360,972 0 0
Balchem Corporation COM 057665200 3,342 64,128 SH   SOLE   64,128 0 0
Bank of Ireland COM 46267q202 441 22,754 SH   SOLE   22,754 0 0
Barclays Plc COM 06738e204 165,945 10,569,740 SH   SOLE   10,569,740 0 0
BASF SE COM 055262505 6,308 56,725 SH   SOLE   56,725 0 0
Bayer AG COM 072730302 207,751 1,535,305 SH   SOLE   1,535,305 0 0
BHP Billiton Ltd COM 088606108 106,586 1,572,768 SH   SOLE   1,572,768 0 0
BNP Paribas SA COM 05565a202 7,151 185,323 SH   SOLE   185,323 0 0
Boeing Co COM 097023105 224 1,783 SH   SOLE   1,783 0 0
BroadSoft Inc COM 11133b409 2,700 101,000 SH   SOLE   101,000 0 0
Bruker Corporation COM 116794108 6,654 291,975 SH   SOLE   291,975 0 0
Buckle Inc COM 118440106 4,548 99,300 SH   SOLE   99,300 0 0
Cabelas Inc COM 126804301 40,461 617,637 SH   SOLE   617,637 0 0
Cabot Oil & Gas Corp COM 127097103 64,505 1,903,920 SH   SOLE   1,903,920 0 0
Canadian Natural Resources Ltd COM 136385101 81,792 2,131,663 SH   SOLE   2,131,663 0 0
Canadian Pacific Railway Ltd COM 13645t100 1,121 7,453 SH   SOLE   7,453 0 0
Carpenter Technology Corp COM 144285103 2,584 39,121 SH   SOLE   39,121 0 0
Carrefour SA COM 144430204 3,562 456,729 SH   SOLE   456,729 0 0
Casey's General Stores Inc COM 147528103 29,843 441,523 SH   SOLE   441,523 0 0
Catamaran Corp COM 148887102 23,186 518,008 SH   SOLE   518,008 0 0
Celadon Group Inc COM 150838100 3,552 147,750 SH   SOLE   147,750 0 0
Centene Corp Del COM 15135b101 4,512 72,475 SH   SOLE   72,475 0 0
CF Industries Holdings Inc COM 125269100 22,844 88,613 SH   SOLE   88,613 0 0
Chart Industries Inc COM 16115q308 25,370 319,323 SH   SOLE   319,323 0 0
Chipotle Mexican Grill Inc COM 169656105 21,704 38,208 SH   SOLE   38,208 0 0
CNO Financial Group Inc COM 12621e103 4,824 266,525 SH   SOLE   266,525 0 0
Coca-Cola HBC AG COM 191223106 4,576 184,004 SH   SOLE   184,004 0 0
Cohen & Steers Inc COM 19247a100 4,749 119,165 SH   SOLE   119,165 0 0
Comerica Inc COM 200340107 89,755 1,732,716 SH   SOLE   1,732,716 0 0
Compass Group Plc COM 20449x203 2,156 141,339 SH   SOLE   141,339 0 0
Compass Minerals Intl Inc COM 20451n101 79,389 962,062 SH   SOLE   962,062 0 0
Computer Programs & Systems In COM 205306103 2,292 35,475 SH   SOLE   35,475 0 0
Computer Sciences Corp COM 205363104 116,043 1,907,978 SH   SOLE   1,907,978 0 0
Continental ag COM 210771200 5,702 118,949 SH   SOLE   118,949 0 0
Conversant Inc COM 21249j105 4,429 157,350 SH   SOLE   157,350 0 0
Core Laboratories N V COM n22717107 230 1,160 SH   SOLE   1,160 0 0
Costar Group Inc COM 22160n109 20,733 111,028 SH   SOLE   111,028 0 0
Covance Inc COM 222816100 7,050 67,850 SH   SOLE   67,850 0 0
Covidien PLC COM g2554f113 168,835 2,292,081 SH   SOLE   2,292,081 0 0
Covisint Corp COM 22357r103 1,285 175,350 SH   SOLE   175,350 0 0
Cracker Barrel Old Country Sto COM 22410j106 6,790 69,825 SH   SOLE   69,825 0 0
Credicorp Ltd COM g2519y108 68,817 498,960 SH   SOLE   498,960 0 0
Cree Inc COM 225447101 20,304 358,983 SH   SOLE   358,983 0 0
CSL Limited COM 12637n105 4,884 151,501 SH   SOLE   151,501 0 0
Cypress Semiconductor Corp COM 232806109 928 90,375 SH   SOLE   90,375 0 0
D R Horton Inc COM 23331a109 29,744 1,373,851 SH   SOLE   1,373,851 0 0
Daktronics Inc COM 234264109 2,342 162,750 SH   SOLE   162,750 0 0
Danaher Corp Del COM 235851102 205 2,731 SH   SOLE   2,731 0 0
Danske Bank A/S COM 236363107 255 18,330 SH   SOLE   18,330 0 0
Darling Ingredients Inc COM 237266101 2,925 146,090 SH   SOLE   146,090 0 0
Dassault Sys S A - ADR COM 237545108 3,717 31,713 SH   SOLE   31,713 0 0
Davita Healthcare Partners Inc COM 23918k108 66,744 969,409 SH   SOLE   969,409 0 0
Diageo Plc COM 25243q205 78,558 630,530 SH   SOLE   630,530 0 0
Diamondback Energy Inc COM 25278x109 23,105 343,266 SH   SOLE   343,266 0 0
DIRECTV COM 25490a309 222 2,911 SH   SOLE   2,911 0 0
Discovery Communications Inc-C COM 25470f302 14,583 189,236 SH   SOLE   189,236 0 0
Dollar Tree Inc COM 256746108 14,368 275,360 SH   SOLE   275,360 0 0
DST Systems Inc COM 233326107 17,677 186,483 SH   SOLE   186,483 0 0
DTE Energy Co COM 233331107 32,816 441,727 SH   SOLE   441,727 0 0
E*Trade Financial Corp COM 269246401 21,512 934,505 SH   SOLE   934,505 0 0
Eagle Materials Inc COM 26969p108 30,249 341,180 SH   SOLE   341,180 0 0
Ehealth Inc COM 28238p109 1,645 32,375 SH   SOLE   32,375 0 0
Electronics for Imaging Inc COM 286082102 415 9,575 SH   SOLE   9,575 0 0
Embotelladora Andina SA - B Sh COM 29081p303 250 11,800 SH   SOLE   11,800 0 0
Enbridge Inc COM 29250n105 164,443 3,613,334 SH   SOLE   3,613,334 0 0
Envision Healthcare Holdings COM 29413u103 203 6,015 SH   SOLE   6,015 0 0
EOG Resources Inc COM 26875p101 281 1,432 SH   SOLE   1,432 0 0
Erickson Inc COM 29482p100 2,790 144,475 SH   SOLE   144,475 0 0
Erste Group Bank Ag COM 296036304 193 11,306 SH   SOLE   11,306 0 0
Essilor International SA COM 297284200 2,961 58,706 SH   SOLE   58,706 0 0
EverBank Financial Corp COM 29977g102 2,893 146,650 SH   SOLE   146,650 0 0
Expedia Inc COM 30212p303 27,444 378,535 SH   SOLE   378,535 0 0
Fanuc Corporation - Unsp ADR COM 307305102 5,368 182,211 SH   SOLE   182,211 0 0
FEI Co COM 30241l109 11,421 110,865 SH   SOLE   110,865 0 0
Fluor Corp New COM 343412102 13,645 175,538 SH   SOLE   175,538 0 0
Fuji Heavy Inds Ltd COM 359556206 4,605 84,920 SH   SOLE   84,920 0 0
Fusion-io Inc COM 36112j107 1,103 104,825 SH   SOLE   104,825 0 0
Gemalto NV COM 36863n208 3,007 51,616 SH   SOLE   51,616 0 0
Generac Holdings Inc COM 368736104 63,852 1,082,790 SH   SOLE   1,082,790 0 0
General Electric Co COM 369604103 206 7,975 SH   SOLE   7,975 0 0
Genesee & Wyoming Inc COM 371559105 2,832 29,100 SH   SOLE   29,100 0 0
Genomic Health Inc COM 37244c101 1,935 73,475 SH   SOLE   73,475 0 0
Genworth Financial Inc COM 37247d106 38,815 2,189,201 SH   SOLE   2,189,201 0 0
Geospace Technologies Corp COM 37364x109 2,209 33,385 SH   SOLE   33,385 0 0
Gilead Sciences Inc COM 375558103 223 3,140 SH   SOLE   3,140 0 0
Givaudan SA COM 37636p108 3,360 108,564 SH   SOLE   108,564 0 0
Grupo Financiero Banorte SAB d COM 40052p107 486 14,355 SH   SOLE   14,355 0 0
Gulfport Energy Corp COM 402635304 263,175 3,697,320 SH   SOLE   3,697,320 0 0
Hanger Orthopedic Group Inc COM 41043f208 1,227 36,425 SH   SOLE   36,425 0 0
Harley Davidson Inc COM 412822108 30,614 459,596 SH   SOLE   459,596 0 0
Hartford Financial Services Gr COM 416515104 85,369 2,420,440 SH   SOLE   2,420,440 0 0
Hennes & Mauritz AB COM 425883105 222 26,090 SH   SOLE   26,090 0 0
Henry Jack & Assoc Inc COM 426281101 7,758 139,125 SH   SOLE   139,125 0 0
Hercules Technology Growth Cap COM 427096508 3,379 240,125 SH   SOLE   240,125 0 0
Hittite Microwave Corporation COM 43365y104 2,000 31,725 SH   SOLE   31,725 0 0
HMS Hldgs Corp COM 40425j101 18,371 964,369 SH   SOLE   964,369 0 0
HomeAway Inc COM 43739q100 31,921 847,396 SH   SOLE   847,396 0 0
Honda Motor Ltd - ADR COM 438128308 104,575 2,959,121 SH   SOLE   2,959,121 0 0
Hormel Foods Corp COM 440452100 19,122 388,106 SH   SOLE   388,106 0 0
HSBC Holdings Plc COM 404280406 198,345 3,902,124 SH   SOLE   3,902,124 0 0
Icu Med Inc COM 44930g107 3,753 62,670 SH   SOLE   62,670 0 0
Igate Corp COM 45169u105 51,370 1,628,721 SH   SOLE   1,628,721 0 0
Ii VI Inc COM 902104108 2,423 157,025 SH   SOLE   157,025 0 0
Imperial Oil Ltd COM 453038408 88,736 1,906,258 SH   SOLE   1,906,258 0 0
Industria de Diseno Textil SA COM 455793109 4,257 141,819 SH   SOLE   141,819 0 0
Inretail Peru Corp Ord COM p56242202 331 23,497 SH   SOLE   23,497 0 0
InterActiveCorp COM 44919p508 46,326 648,915 SH   SOLE   648,915 0 0
Intesa Sanpaolo COM 46115h107 201 9,891 SH   SOLE   9,891 0 0
iRobot Corporation COM 462726100 4,952 120,625 SH   SOLE   120,625 0 0
Isis Pharmaceuticals Inc COM 464330109 37,474 867,252 SH   SOLE   867,252 0 0
ITT Exelis COM 30162a108 46,939 2,469,170 SH   SOLE   2,469,170 0 0
J2 Global Inc COM 48123v102 5,526 110,400 SH   SOLE   110,400 0 0
Jacobs Engineering Group Inc COM 469814107 20,469 322,353 SH   SOLE   322,353 0 0
JDS Uniphase Corporation COM 46612j507 29,499 2,107,065 SH   SOLE   2,107,065 0 0
Jetblue Airways Corp COM 477143101 43,222 4,973,797 SH   SOLE   4,973,797 0 0
JGC Corp COM 466140100 4,225 60,605 SH   SOLE   60,605 0 0
Jos A Bank Clothiers Inc COM 480838101 3,729 58,000 SH   SOLE   58,000 0 0
Kao Corp COM 485537302 261 7,339 SH   SOLE   7,339 0 0
Kapstone Paper & Packaging Cor COM 48562p103 35,561 1,233,060 SH   SOLE   1,233,060 0 0
Kate Spade & Company COM 485865109 44,902 1,210,622 SH   SOLE   1,210,622 0 0
Keycorp New COM 493267108 131,544 9,237,641 SH   SOLE   9,237,641 0 0
Kirby Corp COM 497266106 3,207 31,675 SH   SOLE   31,675 0 0
Komatsu Ltd COM 500458401 6,026 290,260 SH   SOLE   290,260 0 0
Kubota Corp COM 501173207 7,550 113,762 SH   SOLE   113,762 0 0
L'Oreal Co SA COM 502117203 1,637 49,607 SH   SOLE   49,607 0 0
Lam Research Corp COM 512807108 9,119 165,792 SH   SOLE   165,792 0 0
Life Time Fitness Inc COM 53217r207 36,697 762,935 SH   SOLE   762,935 0 0
Lincoln National Corp COM 534187109 64,835 1,279,559 SH   SOLE   1,279,559 0 0
Liquidity Services Inc COM 53635b107 3,327 127,725 SH   SOLE   127,725 0 0
Louisiana Pac Corp COM 546347105 34,740 2,059,257 SH   SOLE   2,059,257 0 0
Lululemon Athletica Inc COM 550021109 23,148 440,158 SH   SOLE   440,158 0 0
Luxottica Group SpA COM 55068r202 118,343 2,052,428 SH   SOLE   2,052,428 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 2,948 81,065 SH   SOLE   81,065 0 0
Magna Intl Inc COM 559222401 113,004 1,173,333 SH   SOLE   1,173,333 0 0
Magnit OJSC Ord COM B59GLW2 350 1,520 SH   SOLE   1,520 0 0
Manpower Inc COM 56418h100 35,679 452,601 SH   SOLE   452,601 0 0
Marsh & McLennan Cos Inc COM 571748102 202 4,099 SH   SOLE   4,099 0 0
Merck KGaA ADR COM 589339100 3,121 55,575 SH   SOLE   55,575 0 0
Mettler Toledo International COM 592688105 130,258 552,688 SH   SOLE   552,688 0 0
Michael Kors Holdings Ltd COM g60754101 18,748 201,008 SH   SOLE   201,008 0 0
MICRO Systems Inc COM 594901100 16,290 307,759 SH   SOLE   307,759 0 0
Microsoft Corp COM 594918104 241 5,881 SH   SOLE   5,881 0 0
Monotype Imaging Holdings Inc COM 61022p100 2,789 92,550 SH   SOLE   92,550 0 0
Monro Muffler Brake Inc COM 610236101 6,631 116,575 SH   SOLE   116,575 0 0
Monster Beverage Corporation COM 611740101 29,987 431,779 SH   SOLE   431,779 0 0
MTN Group Ltd COM 62474m108 6,965 339,871 SH   SOLE   339,871 0 0
Muenchener Rueckversicherungs- COM 626188106 6,496 297,189 SH   SOLE   297,189 0 0
National Oilwell Varco Inc COM 637071101 325 4,173 SH   SOLE   4,173 0 0
Natural Grocers by Vitamin Cot COM 63888u108 1,568 35,925 SH   SOLE   35,925 0 0
Nestle S A COM 641069406 123,151 1,634,642 SH   SOLE   1,634,642 0 0
Netgear Inc COM 64111q104 3,672 108,850 SH   SOLE   108,850 0 0
Nitto Denko Corp COM 654802206 3,761 156,744 SH   SOLE   156,744 0 0
Nordstrom Inc COM 655664100 6,326 101,299 SH   SOLE   101,299 0 0
Novartis AG - ADR COM 66987v109 80,548 947,398 SH   SOLE   947,398 0 0
Novo Nordisk A/S - ADR COM 670100205 99,524 2,180,157 SH   SOLE   2,180,157 0 0
NXP Semiconductors NV COM n6596x109 369 6,281 SH   SOLE   6,281 0 0
O'Reilly Automotive Inc COM 67103h107 21,589 145,490 SH   SOLE   145,490 0 0
Omnicell Inc COM 68213n109 3,713 129,725 SH   SOLE   129,725 0 0
Owens Corning Inc COM 690742101 21,182 490,659 SH   SOLE   490,659 0 0
Palo Alto Networks Inc COM 697435105 17,205 250,801 SH   SOLE   250,801 0 0
Panera Bread CO COM 69840w108 21,226 120,280 SH   SOLE   120,280 0 0
Patterson Uti Energy Inc COM 703481101 37,483 1,183,184 SH   SOLE   1,183,184 0 0
Peregrine Semiconductor Corp COM 71366r703 1,117 184,575 SH   SOLE   184,575 0 0
Perrigo Co Plc COM g97822103 138,783 897,343 SH   SOLE   897,343 0 0
Pharmacyclics Inc COM 716933106 26,548 264,898 SH   SOLE   264,898 0 0
Philip Morris International In COM 718172109 3,728 45,541 SH   SOLE   45,541 0 0
Pioneer Natural Resources Co COM 723787107 204 1,092 SH   SOLE   1,092 0 0
Plantronics Inc New COM 727493108 1,707 38,400 SH   SOLE   38,400 0 0
Polaris Industries Inc COM 731068102 41,809 299,256 SH   SOLE   299,256 0 0
Portfolio Recovery Associates COM 73640q105 5,131 88,685 SH   SOLE   88,685 0 0
PowerSecure International Inc COM 73936n105 3,589 153,125 SH   SOLE   153,125 0 0
Principal Financial Group Inc COM 74251v102 50,988 1,108,666 SH   SOLE   1,108,666 0 0
Prudential Plc COM 74435k204 226,731 5,329,836 SH   SOLE   5,329,836 0 0
Questar Corp COM 748356102 70,726 2,974,161 SH   SOLE   2,974,161 0 0
Reckitt Benckiser Group PLC COM 756255204 1,606 98,556 SH   SOLE   98,556 0 0
Rio Tinto Plc COM 767204100 1,159 20,755 SH   SOLE   20,755 0 0
Roche Holding Ltd - ADR COM 771195104 5,833 155,558 SH   SOLE   155,558 0 0
Rockwood Holdings Inc COM 774415103 34,255 460,416 SH   SOLE   460,416 0 0
Royal Dutch Shell Plc COM 780259107 110,062 1,409,061 SH   SOLE   1,409,061 0 0
Ryanair Holdings plc COM 783513104 115,409 1,962,401 SH   SOLE   1,962,401 0 0
SABMiller Plc COM 78572m105 4,524 90,605 SH   SOLE   90,605 0 0
Salix Pharmaceuticals Inc COM 795435106 9,720 93,814 SH   SOLE   93,814 0 0
Sampo Oyj - A Shs COM 79588j102 532 20,512 SH   SOLE   20,512 0 0
Sandvik AB COM 800212201 4,548 322,434 SH   SOLE   322,434 0 0
SAP AG COM 803054204 147,689 1,816,375 SH   SOLE   1,816,375 0 0
Schlumberger Ltd COM 806857108 803 8,231 SH   SOLE   8,231 0 0
SciQuest Inc COM 80908t101 1,854 68,616 SH   SOLE   68,616 0 0
Seagate Technology COM g7945m107 46,703 831,615 SH   SOLE   831,615 0 0
Semtech Corp COM 816850101 3,876 152,975 SH   SOLE   152,975 0 0
Siemens AG - ADR COM 826197501 6,606 48,878 SH   SOLE   48,878 0 0
Signature Bank COM 82669g104 90,614 721,506 SH   SOLE   721,506 0 0
Singapore Telecommunications L COM 82929r304 7,886 271,711 SH   SOLE   271,711 0 0
Sirona Dental Systems Inc. COM 82966c103 3,332 44,625 SH   SOLE   44,625 0 0
Skf AB COM 784375404 97,620 3,819,689 SH   SOLE   3,819,689 0 0
Skyworks Solutions Inc COM 83088m102 47,876 1,276,005 SH   SOLE   1,276,005 0 0
Smith & Nephew Plc COM 83175m205 4,357 56,971 SH   SOLE   56,971 0 0
Sotheby's COM 835898107 4,597 105,550 SH   SOLE   105,550 0 0
Southwest Airlines Co COM 844741108 41,683 1,765,475 SH   SOLE   1,765,475 0 0
Sprouts Farmers Markets Inc COM 85208m102 20,111 558,177 SH   SOLE   558,177 0 0
SPS Commerce Inc COM 78463m107 2,420 39,375 SH   SOLE   39,375 0 0
State Street Corp COM 857477103 210 3,015 SH   SOLE   3,015 0 0
Steiner Leisure Ltd COM p8744y102 4,286 92,675 SH   SOLE   92,675 0 0
Stratasys Ltd Ord COM m85548101 5,516 51,995 SH   SOLE   51,995 0 0
Svenska Cellulosa Aktiebolag COM 869587402 4,680 159,270 SH   SOLE   159,270 0 0
Swatch Group AG COM 870123106 3,200 102,049 SH   SOLE   102,049 0 0
Syngenta AG COM 87160a100 126,556 1,670,040 SH   SOLE   1,670,040 0 0
Taiwan Semiconductor Manufactu COM 874039100 112,799 5,634,328 SH   SOLE   5,634,328 0 0
Team Health Holdings Inc COM 87817a107 6,726 150,300 SH   SOLE   150,300 0 0
Technip SA COM 878546209 63,786 2,471,270 SH   SOLE   2,471,270 0 0
Teledyne Technologies Inc COM 879360105 4,217 43,325 SH   SOLE   43,325 0 0
Tesoro Corp COM 881609101 30,784 608,507 SH   SOLE   608,507 0 0
Textron Inc COM 883203101 54,613 1,390,009 SH   SOLE   1,390,009 0 0
The Priceline Group Inc COM 741503403 50,894 42,700 SH   SOLE   42,700 0 0
Thermo Fisher Scientific Inc COM 883556102 240 2,000 SH   SOLE   2,000 0 0
Thor Industries Inc COM 885160101 3,338 54,672 SH   SOLE   54,672 0 0
Tibco Software Inc COM 88632q103 3,209 157,900 SH   SOLE   157,900 0 0
Tim Hortons Inc COM 88706m103 514 9,299 SH   SOLE   9,299 0 0
Tokyo Electron Ltd-Unsp COM 889110102 3,671 239,061 SH   SOLE   239,061 0 0
Towers Watson & Company - Clas COM 891894107 35,602 312,157 SH   SOLE   312,157 0 0
Toyota Motor Corp - ADR COM 892331307 4,636 41,067 SH   SOLE   41,067 0 0
Trinity Industries Inc COM 896522109 50,909 706,389 SH   SOLE   706,389 0 0
TripAdvisor Inc COM 896945201 110,176 1,216,206 SH   SOLE   1,216,206 0 0
Triumph Group Inc New COM 896818101 2,316 35,870 SH   SOLE   35,870 0 0
TRW Automotive Holdings Corp COM 87264s106 119,713 1,466,711 SH   SOLE   1,466,711 0 0
Tyson Foods Inc COM 902494103 118,853 2,700,596 SH   SOLE   2,700,596 0 0
U S Physical Therapy Inc COM 90337l108 3,010 87,070 SH   SOLE   87,070 0 0
Unilever Plc COM 904767704 322 7,531 SH   SOLE   7,531 0 0
United Overseas Bank Ltd COM 911271302 128,302 3,726,238 SH   SOLE   3,726,238 0 0
United Rentals Inc COM 911363109 62,761 661,057 SH   SOLE   661,057 0 0
UnitedHealth Group Inc COM 91324p102 230 2,800 SH   SOLE   2,800 0 0
Universal Health Services Inc COM 913903100 12,591 153,419 SH   SOLE   153,419 0 0
US Silica Holdings Inc COM 90346e103 74,653 1,955,807 SH   SOLE   1,955,807 0 0
Veeco Instruments Inc COM 922417100 4,384 104,550 SH   SOLE   104,550 0 0
Verizon Communications Inc COM 92343v104 268 5,643 SH   SOLE   5,643 0 0
Waddell & Reed Finl Inc COM 930059100 6,957 94,500 SH   SOLE   94,500 0 0
Wal-Mart de Mexico SAB de CV - COM 93114w107 79,944 3,354,206 SH   SOLE   3,354,206 0 0
Weight Watchers Intl Inc New COM 948626106 2,304 112,175 SH   SOLE   112,175 0 0
Western Refining Inc COM 959319104 43,898 1,137,246 SH   SOLE   1,137,246 0 0
Westlake Chemical Corp COM 960413102 25,754 389,154 SH   SOLE   389,154 0 0
Woodside Petroleum Ltd COM 980228308 3,766 104,141 SH   SOLE   104,141 0 0
WPP Plc COM 92937a102 2,379 23,082 SH   SOLE   23,082 0 0
Yelp Inc COM 985817105 83,301 1,082,816 SH   SOLE   1,082,816 0 0
Zimmer Holdings Inc COM 98956p102 44,395 469,392 SH   SOLE   469,392 0 0
Bancolombia S A $1.526 PFD PFD 05968l102 82,058 1,452,872 SH   SOLE   1,452,872 0 0
Henkel AG & Co KGaA (PFD) ADR PFD 42550u208 160,116 1,487,111 SH   SOLE   1,487,111 0 0
Volkswagen ag $0.681 PFD PFD 928662402 3,117 60,123 SH   SOLE   60,123 0 0