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
51JOB INC SP ADR REP COM 316827104 49,959 695,615 SH   SOLE 603,281 0 92,334
AGILENT TECHNOLOGIES INC COM 00846U101 1,281 25,000 SH   SOLE 25,000 0 0
ALERE INC COM 01449J105 1,558 50,970 SH   SOLE 50,970 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 13,764 1,036,449 SH   SOLE 659,449 0 377,000
APPLE INC COM 037833100 858 1,800 SH   SOLE 1,800 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 962 52,300 SH   SOLE 52,300 0 0
AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 8,357 560,500 SH   SOLE 560,500 0 0
BAIDU INC SPON ADR REP A 056752108 397,444 2,561,185 SH   SOLE 2,275,544 0 285,641
BAKER HUGHES INC COM 057224107 218,810 4,456,420 SH   SOLE 3,660,862 0 795,558
BALLARD PWR SYS INC NEW COM 058586108 2,792 1,591,034 SH   SOLE 1,591,034 0 0
BANK OF AMERICA CORPORATION COM 060505104 282,177 20,447,654 SH   SOLE 18,376,413 0 2,071,241
BARRICK GOLD CORP COM 067901108 108,686 5,837,090 SH   SOLE 4,347,237 0 1,489,853
BEST BUY INC COM 086516101 337 9,000 SH   SOLE 9,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 614 8,520 SH   SOLE 8,520 0 0
CALLAWAY GOLF CO COM 131193104 17,626 2,475,700 SH   SOLE 2,475,700 0 0
CAPSTONE TURBINE CORP COM 14067D102 19,598 16,750,489 SH   SOLE 13,307,270 0 3,443,219
CARDINAL HEALTH INC COM 14149Y108 469 9,000 SH   SOLE 9,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 166,953 5,115,000 SH   SOLE 4,600,575 0 514,425
CIENA CORP COM NEW 171779309 162,213 6,486,200 SH   SOLE 5,902,220 0 583,980
CISCO SYS INC COM 17275R102 217,034 9,262,700 SH   SOLE 7,317,344 0 1,945,356
DOMTAR CORP COM NEW 257559203 1,469 18,500 SH   SOLE 18,500 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 54,916 5,988,665 SH   SOLE 5,521,237 0 467,428
EBAY INC COM 278642103 302,743 5,426,000 SH   SOLE 4,448,000 0 978,000
ELECTRONIC ARTS INC COM 285512109 2,759 108,000 SH   SOLE 108,000 0 0
FEDEX CORP COM 31428X106 103,542 907,393 SH   SOLE 818,279 0 89,114
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,718 131,000 SH   SOLE 131,000 0 0
FOSTER WHEELER AG COM H27178104 263,931 10,020,177 SH   SOLE 8,283,113 0 1,737,064
GILEAD SCIENCES INC COM 375558103 6,237 99,210 SH   SOLE 99,210 0 0
GNC HLDGS INC COM CL A 36191G107 1,311 24,000 SH   SOLE 24,000 0 0
GOOGLE INC CL A 38259P508 313,155 357,520 SH   SOLE 293,014 0 64,506
GROUPON INC COM CL A 399473107 10,870 969,659 SH   SOLE 904,834 0 64,825
GT ADVANCED TECHNOLOGIES INC COM 36191U106 41,248 4,847,108 SH   SOLE 2,472,864 0 2,374,244
HALLIBURTON CO COM 406216101 1,733 36,000 SH   SOLE 36,000 0 0
ICON PLC SHS G4705A100 1,166 28,500 SH   SOLE 28,500 0 0
IMMUNOGEN INC COM 45253H101 1,252 73,600 SH   SOLE 73,600 0 0
INCYTE CORP COM 45337C102 1,383 36,264 SH   SOLE 36,264 0 0
INFINERA CORPORATION COM 45667G103 28,313 2,501,196 SH   SOLE 2,272,039 0 229,157
INFINITY PHARMACEUTICALS INC COM 45665G303 765 43,932 SH   SOLE 43,932 0 0
INTEL CORP COM 458140100 275,900 12,037,000 SH   SOLE 10,001,809 0 2,035,191
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 745 63,000 SH   SOLE 63,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 216,377 3,719,108 SH   SOLE 3,127,604 0 591,504
JOHNSON & JOHNSON COM 478160104 40,900 471,800 SH   SOLE 237,800 0 234,000
KBR INC COM 48242W106 77,557 2,376,143 SH   SOLE 1,916,538 0 459,605
LAS VEGAS SANDS CORP COM 517834107 106,936 1,610,000 SH   SOLE 1,460,000 0 150,000
LAUDER ESTEE COS INC CL A 518439104 24,045 344,000 SH   SOLE 344,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,289 86,880 SH   SOLE 86,880 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 56,904 4,948,246 SH   SOLE 4,455,341 0 492,905
MERCER INTL INC COM 588056101 54,356 7,666,671 SH   SOLE 7,666,671 0 0
MERCK & CO INC NEW COM 58933Y105 7,769 163,190 SH   SOLE 163,190 0 0
MGIC INVT CORP WIS COM 552848103 50,734 6,968,974 SH   SOLE 6,876,611 0 92,363
MICRON TECHNOLOGY INC COM 595112103 239,324 13,699,978 SH   SOLE 11,870,984 0 1,828,994
MICROS SYS INC COM 594901100 599 12,000 SH   SOLE 12,000 0 0
MICROSOFT CORP COM 594918104 223,464 6,714,670 SH   SOLE 4,849,670 0 1,865,000
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 25,834 664,291 SH   SOLE 664,291 0 0
NEWMONT MINING CORP COM 651639106 11,886 423,000 SH   SOLE 387,000 0 36,000
NXP SEMICONDUCTORS N V COM N6596X109 744 20,000 SH   SOLE 20,000 0 0
OWENS CORNING NEW COM 690742101 759 20,000 SH   SOLE 20,000 0 0
PEPSICO INC COM 713448108 42,206 530,900 SH   SOLE 386,900 0 144,000
PERKINELMER INC COM 714046109 1,423 37,700 SH   SOLE 37,700 0 0
PFIZER INC COM 717081103 1,367 47,610 SH   SOLE 47,610 0 0
QIAGEN NV REG SHS N72482107 50,482 2,358,976 SH   SOLE 2,133,903 0 225,073
QIWI PLC SPON ADR REP B 74735M108 12,438 397,900 SH   SOLE 231,155 0 166,745
RIGEL PHARMACEUTICALS INC COM NEW 766559603 240 67,300 SH   SOLE 67,300 0 0
SENOMYX INC COM 81724Q107 6,301 1,785,000 SH   SOLE 1,785,000 0 0
SINA CORP ORD G81477104 348,880 4,298,151 SH   SOLE 3,769,920 0 528,231
SKYWORKS SOLUTIONS INC COM 83088M102 1,242 50,000 SH   SOLE 50,000 0 0
SOHU COM INC COM 83408W103 44,257 561,431 SH   SOLE 502,939 0 58,492
SOTHEBYS COM 835898107 59,681 1,214,777 SH   SOLE 1,102,359 0 112,418
SOUFUN HLDGS LTD ADR 836034108 31,483 609,677 SH   SOLE 543,735 0 65,942
STILLWATER MNG CO COM 86074Q102 178,520 16,214,362 SH   SOLE 13,684,552 0 2,529,810
SYNERON MEDICAL LTD ORD SHS M87245102 813 94,330 SH   SOLE 94,330 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,009 53,200 SH   SOLE 53,200 0 0
TIME WARNER INC COM NEW 887317303 16,956 257,666 SH   SOLE 257,666 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 148,714 9,619,293 SH   SOLE 9,114,050 0 505,243
TRULIA INC COM 897888103 15,755 335,000 SH   SOLE 286,337 0 48,663
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 2,876 195,000 SH   SOLE 195,000 0 0
ULTRA PETROLEUM CORP COM 903914109 966 47,000 SH   SOLE 47,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,223 67,000 SH   SOLE 67,000 0 0
VEECO INSTRS INC DEL COM 922417100 5,210 140,000 SH   SOLE 140,000 0 0
VISTAPRINT N V SHS N93540107 1,075 19,000 SH   SOLE 19,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 212,315 7,748,747 SH   SOLE 7,044,716 0 704,031
ZILLOW INC CL A 98954A107 49,596 588,303 SH   SOLE 524,678 0 63,625