0000950123-14-012047.txt : 20141114
0000950123-14-012047.hdr.sgml : 20141114
20141114113358
ACCESSION NUMBER: 0000950123-14-012047
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141114
DATE AS OF CHANGE: 20141114
EFFECTIVENESS DATE: 20141114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RS INVESTMENT MANAGEMENT CO LLC
CENTRAL INDEX KEY: 0001085256
IRS NUMBER: 943321067
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12027
FILM NUMBER: 141221679
BUSINESS ADDRESS:
STREET 1: ONE BUSH STREET
STREET 2: SUITE 900
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
BUSINESS PHONE: 4155912700
MAIL ADDRESS:
STREET 1: ONE BUSH STREET
STREET 2: SUITE 900
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001085256
XXXXXXXX
09-30-2014
09-30-2014
RS INVESTMENT MANAGEMENT CO LLC
ONE BUSH STREET
SUITE 900
SAN FRANCISCO
CA
94104
13F COMBINATION REPORT
028-12027
028-02098
GUARDIAN INVESTOR SERVICES LLC
028-16277
SAILINGSTONE CAPITAL PARTNERS LLC
N
Randall Hegarty
Chief Compliance Officer
415-591-2700
Randall Hegarty
San Francisco
CA
11-13-2014
1
367
10841290
false
1
028-02098
GUARDIAN INVESTOR SERVICES LLC
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
Acadia Healthcare Company, Inc.
COM
00404A109
17647
363849
SH
DFND
1
340249
0
23600
Actavis PLC
SHS
G0083B108
132856
550630
SH
DFND
1
527396
0
23234
Activision Blizzard, Inc.
COM
00507V109
7888
379400
SH
DFND
1
379400
0
0
Advance Auto Parts, Inc.
COM
00751Y106
8543
65565
SH
DFND
1
65565
0
0
Affiliated Managers Group, Inc.
COM
008252108
10795
53878
SH
DFND
1
53878
0
0
Aflac, Inc.
COM
001055102
50053
859274
SH
DFND
1
859274
0
0
Akamai Technologies, Inc.
COM
00971T101
9927
166000
SH
DFND
1
166000
0
0
Albaba Group Holding Ltd.
SPONSORED ADS
01609W102
9089
102292
SH
DFND
1
102292
0
0
Alliance Data Systems Corp.
COM
018581108
5007
20167
SH
DFND
1
20167
0
0
Allison Transmission Holdings Inc.
COM
01973R101
39445
1384505
SH
DFND
1
1327105
0
57400
Allscripts Healthcare Solutions, Inc.
COM
01988P108
93093
6939494
SH
DFND
1
6910982
0
28512
Altra Industrial Motion Corp.
COM
02208R106
14373
492900
SH
DFND
1
460800
0
32100
Ambarella, Inc.
SHS
G037AX101
18176
416217
SH
DFND
1
393717
0
22500
Ambev S.A.
SPONSORED ADR
02319V103
2295
350397
SH
DFND
1
350397
0
0
America Movil S.A.B de C.V.
SPON ADR A SHS
02364W105
7828
310619
SH
DFND
1
310619
0
0
American Airlines Group, Inc.
COM
02376R102
7497
211300
SH
DFND
1
211300
0
0
American Axle & Manufacturing Holdings Inc.
COM
024061103
23932
1427097
SH
DFND
1
1420297
0
6800
American Campus Communities, Inc.
COM
024835100
23153
635199
SH
DFND
1
635199
0
0
Ameriprise Financial, Inc.
COM
03076C106
25863
209617
SH
DFND
1
188312
0
21305
AMETEK, Inc.
COM
031100100
8661
172489
SH
DFND
1
172489
0
0
Amgen, Inc.
COM
031162100
539
3840
SH
DFND
1
3840
0
0
Amicus Therapeutics, Inc.
COM
03152W109
7427
1248215
SH
DFND
1
1167472
0
80743
AOL, Inc.
COM
00184X105
82920
1844709
SH
DFND
1
1820311
0
24398
Apple, Inc.
COM
037833100
16223
161021
SH
DFND
1
161021
0
0
Approach Resources, Inc.
COM
03834A103
39983
2757456
SH
DFND
1
2744156
0
13300
Ares Commercial Real Estate
COM
04013V108
20077
1717451
SH
DFND
1
1717451
0
0
Aruba Networks, Inc.
COM
043176106
6339
293767
SH
DFND
1
276778
0
16989
Associated Banc-Corp.
COM
045487105
82023
4708555
SH
DFND
1
4685442
0
23113
Athlon Energy, Inc.
COM
047477104
31384
538971
SH
DFND
1
524271
0
14700
Atmel Corp.
COM
049513104
19097
2363520
SH
DFND
1
2363520
0
0
Atricure, Inc.
COM
04963C209
12700
862738
SH
DFND
1
806309
0
56429
Avago Technologies Ltd.
SHS
Y0486S104
8646
99380
SH
DFND
1
99380
0
0
Avery Dennison Corp.
COM
053611109
44477
996121
SH
DFND
1
991333
0
4788
Avis Budget Group, Inc.
COM
053774105
10540
192020
SH
DFND
1
171920
0
20100
Axiall Corp.
COM
05463D100
25976
725385
SH
DFND
1
651485
0
73900
B/E Aerospace, Inc.
COM
073302101
1621
19311
SH
DFND
1
19311
0
0
Baidu, Inc.
SPON ADR REP A
056752108
4087
18727
SH
DFND
1
18727
0
0
Banco Macro S.A.
SPON ADR B
05961W105
2601
65653
SH
DFND
1
65653
0
0
Bancolombia S.A.
SPON ADR PREF
05968L102
4964
87513
SH
DFND
1
87513
0
0
Banner Corporation
COM NEW
06652V208
17624
458118
SH
DFND
1
455918
0
2200
Barracuda Networks Inc.
COM
068323104
13869
540686
SH
DFND
1
505528
0
35158
Bazaarvoice, Inc.
COM
073271108
3946
533900
SH
DFND
1
533900
0
0
Biogen Idec, Inc.
COM
09062X103
6684
20205
SH
DFND
1
20205
0
0
Bluebird Bio, Inc.
COM
09609G100
11932
332549
SH
DFND
1
311349
0
21200
Bonanza Creek Energy, Inc.
COM
097793103
46306
813822
SH
DFND
1
547572
0
266250
Boston Private Financial Holdings, Inc.
COM
101119105
18010
1453553
SH
DFND
1
1446653
0
6900
BP PLC
SPONSORED ADR
055622104
680
15480
SH
DFND
1
15480
0
0
Bristow Group, Inc.
COM
110394103
56391
839154
SH
DFND
1
835110
0
4044
Broadcom Corp.
CL A
111320107
41625
1029800
SH
DFND
1
1029800
0
0
Brunswick Corp.
COM
117043109
22684
538300
SH
DFND
1
538300
0
0
Burlington Stores, Inc.
COM
122017106
29424
738174
SH
DFND
1
696174
0
42000
Cabot Oil & Gas Corp.
COM
127097103
24501
749500
SH
DFND
1
749500
0
0
Calpine Corp.
COM
131347304
108569
5003171
SH
DFND
1
4794911
0
208260
Cameron International Corp.
COM
13342B105
3339
50300
SH
DFND
1
50300
0
0
Capella Education Co.
COM
139594105
61132
976549
SH
DFND
1
707160
0
269389
Cardinal Health, Inc.
COM
14149Y108
26526
354064
SH
DFND
1
317464
0
36600
Carrizo Oil & Gas, Inc.
COM
144577103
69208
1285917
SH
DFND
1
818157
0
467760
Carter's, Inc.
COM
146229109
31606
407714
SH
DFND
1
395014
0
12700
CBL & Associates Properties, Inc.
COM
124830100
34377
1920501
SH
DFND
1
1920501
0
0
CBRE Group, Inc.
CL A
12504L109
29156
980361
SH
DFND
1
903418
0
76943
Celgene Corp.
COM
151020104
8237
86904
SH
DFND
1
86904
0
0
Cemex S.A.B de C.V.
SPON ADR NEW
151290889
23750
1821284
SH
DFND
1
1821284
0
0
Charles River Laboratories International Inc.
COM
159864107
35001
585890
SH
DFND
1
525690
0
60200
Chevron Corp.
COM
166764100
58265
488305
SH
DFND
1
488305
0
0
Chimerix, Inc.
COM
16934W106
14111
510900
SH
DFND
1
479000
0
31900
Chipotle Mexican Grill, Inc.
COM
169656105
4180
6271
SH
DFND
1
6271
0
0
Cisco Systems, Inc.
COM
17275R102
368
14633
SH
DFND
1
14633
0
0
Citigroup, Inc.
COM NEW
172967424
41389
798700
SH
DFND
1
798700
0
0
Citizens Financial Group Inc.
COM
174610105
28104
1200000
SH
DFND
1
1200000
0
0
Clean Harbors, Inc.
COM
184496107
159206
2952640
SH
DFND
1
2690100
0
262540
CME Group, Inc.
COM
12572Q105
23140
289417
SH
DFND
1
289417
0
0
Cogent Communications Holdings, Inc.
COM NEW
19239V302
15565
463100
SH
DFND
1
433100
0
30000
Colgate-Palmolive Co.
COM
194162103
900
13800
SH
DFND
1
13800
0
0
Comcast Corp.
CL A SPL
20030N200
3531
66000
SH
DFND
1
66000
0
0
Comerica, Inc.
COM
200340107
24163
484620
SH
DFND
1
434820
0
49800
Commvault Systems, Inc.
COM
204166102
14808
293810
SH
DFND
1
292410
0
1400
Companhia Brasileira de Distribuica
SPN ADR PFD CL A
20440T201
5050
115788
SH
DFND
1
115788
0
0
comScore, Inc.
COM
20564W105
18274
501900
SH
DFND
1
468500
0
33400
Concho Resources, Inc.
COM
20605P101
47931
382255
SH
DFND
1
365463
0
16792
Constant Contact, Inc.
COM
210313102
48433
1784570
SH
DFND
1
1388390
0
396180
Constellation Brands, Inc.
CL A
21036P108
9309
106800
SH
DFND
1
106800
0
0
Costco Wholesale Corp.
COM
22160K105
6819
54413
SH
DFND
1
54413
0
0
Credicorp Ltd.
COM
G2519Y108
7479
48755
SH
DFND
1
48755
0
0
Crown Holdings, Inc.
COM
228368106
21668
486699
SH
DFND
1
435094
0
51605
Cummins, Inc.
COM
231021106
41666
315700
SH
DFND
1
304935
0
10765
Customers Bancorp, Inc.
COM
23204G100
14755
821545
SH
DFND
1
769279
0
52266
CVS Health Corp.
COM
126650100
43946
552150
SH
DFND
1
552150
0
0
Cyberonics, Inc.
COM
23251P102
50131
979879
SH
DFND
1
585697
0
394182
Cytec Industries, Inc.
COM
232820100
43160
912670
SH
DFND
1
862460
0
50210
D.R. Horton, Inc.
COM
23331A109
29288
1427300
SH
DFND
1
1427300
0
0
Dana Holding Corp.
COM
235825205
99866
5209486
SH
DFND
1
5186357
0
23129
Danaher Corp.
COM
235851102
5137
67611
SH
DFND
1
67611
0
0
Dexcom, Inc.
COM
252131107
17334
433460
SH
DFND
1
404785
0
28675
Diamondback Energy, Inc.
COM
25278X109
16616
222200
SH
DFND
1
215600
0
6600
DigitalGlobe Inc.
COM NEW
25389M877
2947
103400
SH
DFND
1
103400
0
0
DIRECTV
COM
25490A309
30869
356789
SH
DFND
1
356789
0
0
Dolby Laboratories, Inc.
COM
25659T107
118014
2823980
SH
DFND
1
2702142
0
121838
Dollar General Corp.
COM
256677105
29852
488500
SH
DFND
1
488500
0
0
Dollar Tree, Inc.
COM
256746108
457
8142
SH
DFND
1
8142
0
0
Domino's Pizza
COM
25754A201
586
7610
SH
DFND
1
7610
0
0
eBay, Inc.
COM
278642103
1948
34400
SH
DFND
1
34400
0
0
Ecolab, Inc.
COM
278865100
3449
30037
SH
DFND
1
30037
0
0
Edwards Lifesciences Corp.
COM
28176E108
6380
62460
SH
DFND
1
62460
0
0
eHealth, Inc.
COM
28238P109
53098
2200502
SH
DFND
1
2191373
0
9129
Eli Lilly and Company
COM
532457108
635
9792
SH
DFND
1
9792
0
0
EMC Corp.
COM
268648102
8515
291000
SH
DFND
1
291000
0
0
Endurance International Group Holdings Inc.
COM
29272B105
3277
201400
SH
DFND
1
201400
0
0
Endurance Specialty Holdings Ltd.
SHS
G30397106
49595
898791
SH
DFND
1
898791
0
0
Enersis S.A.
SPONSORED ADR
29274F104
3356
212700
SH
DFND
1
212700
0
0
Envision Healthcare Holdings Inc.
COM
29413U103
2351
67800
SH
DFND
1
67800
0
0
EOG Resources, Inc.
COM
26875P101
8145
82255
SH
DFND
1
82255
0
0
Equity Commonwealth
COM SH BEN INT
294628102
38490
1497081
SH
DFND
1
1497081
0
0
Essent Group Ltd.
COM
G3198U102
50624
2364490
SH
DFND
1
2364490
0
0
Euronet Worldwide, Inc.
COM
298736109
145890
3052738
SH
DFND
1
2424670
0
628068
ExamWorks Group, Inc.
COM
30066A105
58142
1775317
SH
DFND
1
1352917
0
422400
Expedia, Inc.
COM NEW
30212P105
11899
135800
SH
DFND
1
135800
0
0
Facebook, Inc.
CL A
30303M102
21214
268400
SH
DFND
1
268400
0
0
FEI Company
COM
30241L109
11200
148508
SH
DFND
1
140268
0
8240
Fidelity National Information Services
COM
31620M106
74700
1326822
SH
DFND
1
1245772
0
81050
Fifth Third Bancorp
COM
316773100
703
35131
SH
DFND
1
35131
0
0
First American Financial Corp.
COM
31847R102
120420
4440267
SH
DFND
1
4420488
0
19779
First Horizon National Corp.
COM
320517105
131357
10696789
SH
DFND
1
10508800
0
187989
FirstMerit Corp.
COM
337915102
20325
1154808
SH
DFND
1
1149399
0
5409
Fleetcor Technologies, Inc.
COM
339041105
5850
41165
SH
DFND
1
41165
0
0
Fluidigm Corp.
COM
34385P108
13150
536748
SH
DFND
1
502448
0
34300
FNF Group
CL A
31620R303
82417
2971043
SH
DFND
1
2823200
0
147843
FTD Companies, Inc.
COM
30281V108
78217
2293081
SH
DFND
1
2281899
0
11182
Gaming and Leisure Properties, Inc.
COM
36467J108
26839
868573
SH
DFND
1
868573
0
0
General Motors Co.
COM
37045V100
36744
1150400
SH
DFND
1
1150400
0
0
Gentex Corp.
COM
371901109
26658
995809
SH
DFND
1
995809
0
0
G-III Apparel Group Ltd.
COM
36237H101
23394
282335
SH
DFND
1
264035
0
18300
Gilead Sciences, Inc.
COM
375558103
16168
151879
SH
DFND
1
151879
0
0
Global Payments, Inc.
COM
37940X102
1978
28300
SH
DFND
1
28300
0
0
GNC Holdings, Inc.
CL A
36191G107
46704
1205573
SH
DFND
1
1079073
0
126500
Google Inc.
CL C
38259P706
23111
40028
SH
DFND
1
40028
0
0
GrafTech International Ltd.
COM
384313102
7672
1675066
SH
DFND
1
1227171
0
447895
Gran Tierra Energy Inc.
COM
38500T101
91
16349
SH
DFND
1
16349
0
0
Grand Canyon Education, Inc.
COM
38526M106
62361
1529587
SH
DFND
1
962407
0
567180
Guidewire Software Inc.
COM
40171V100
2904
65500
SH
DFND
1
65500
0
0
H&E Equipment Services, Inc.
COM
404030108
12998
322700
SH
DFND
1
301800
0
20900
Hancock Holding Co.
COM
410120109
7137
222686
SH
DFND
1
221726
0
960
HDFC Bank Ltd.
ADR REPS 3 SHS
40415F101
4542
97506
SH
DFND
1
97506
0
0
Healthways, Inc.
COM
422245100
14798
923703
SH
DFND
1
919457
0
4246
Heartland Payment Systems, Inc.
COM
42235N108
54488
1141832
SH
DFND
1
793790
0
348042
HEICO Corp.
CL A
422806208
54525
1352967
SH
DFND
1
1164698
0
188269
Hess Corp.
COM
42809H107
569
6037
SH
DFND
1
6037
0
0
Hexcel Corp.
COM
428291108
58296
1468412
SH
DFND
1
1384719
0
83693
Hilton Worldwide Holdings, Inc.
COM
43300A104
4153
168600
SH
DFND
1
168600
0
0
HMS Holdings Corp.
COM
40425J101
112348
5960100
SH
DFND
1
5934534
0
25566
Horsehead Holding Corp.
COM
440694305
68810
4162748
SH
DFND
1
4145139
0
17609
Huntington Ingalls Industries, Inc.
COM
446413106
30887
296396
SH
DFND
1
294977
0
1419
Huron Consulting Group, Inc.
COM
447462102
59161
970331
SH
DFND
1
680301
0
290030
ICICI Bank Ltd.
ADR
45104G104
9126
185870
SH
DFND
1
185870
0
0
IDEXX Laboratories, Inc.
COM
45168D104
22685
192520
SH
DFND
1
192520
0
0
Illumina, Inc.
COM
452327109
2492
15200
SH
DFND
1
15200
0
0
Imax Corp.
COM
45245E109
74926
2728550
SH
DFND
1
1708990
0
1019560
Impax Laboratories, Inc.
COM
45256B101
19204
809959
SH
DFND
1
806032
0
3927
Infinera Corp
COM
45667G103
2679
251100
SH
DFND
1
251100
0
0
Infoblox, Inc.
COM
45672H104
2189
148400
SH
DFND
1
148400
0
0
Informatica Corp.
COM
45666Q102
38493
1124225
SH
DFND
1
1031925
0
92300
Infosys Technologies Ltd.
SPONSORED ADR
456788108
2244
37100
SH
DFND
1
37100
0
0
Interactive Brokers Group, Inc.
COM
45841N107
73167
2932565
SH
DFND
1
2918232
0
14333
Intercept Pharmaceuticals, Inc.
COM
45845P108
1661
7016
SH
DFND
1
7016
0
0
Intuitive Surgical, Inc.
COM NEW
46120E602
97083
210219
SH
DFND
1
198894
0
11325
Iron Mountain, Inc.
COM
462846106
95007
2909848
SH
DFND
1
2909848
0
0
iShares MSCI ACWI Index Fund
ETF
464288257
212
3600
SH
DFND
1
3600
0
0
iShares MSCI EAFE Index Fund
ETF
464287465
3996
62315
SH
DFND
1
62315
0
0
iShares MSCI Emerging Markets Index Fund
ETF
464287234
9243
222400
SH
DFND
1
222400
0
0
ITT Corp.
COM
450911201
50025
1113146
SH
DFND
1
1107684
0
5462
JA Solar Holdings Co. Ltd.
SPON ADR REP5ORD
466090107
1745
188600
SH
DFND
1
188600
0
0
Jazz Pharmaceuticals PLC
SHS
G50871105
46560
289982
SH
DFND
1
289982
0
0
JDS Uniphase Corp.
COM PAR $0.001
46612J507
1804
140900
SH
DFND
1
140900
0
0
Johnson & Johnson
COM
478160104
845
7928
SH
DFND
1
7928
0
0
Jones Lang LaSalle, Inc.
COM
48020Q107
69961
553752
SH
DFND
1
551040
0
2712
JPMorgan Chase & Co.
COM
46625H100
71466
1186353
SH
DFND
1
1186353
0
0
Jumei International Holding Ltd.
SPONSORED ADR
48138L107
2281
97166
SH
DFND
1
97166
0
0
K2M Group Holdings, Inc.
COM
48273J107
1936
134137
SH
DFND
1
125437
0
8700
Keurig Green Mountain Inc.
COM
49271M100
7909
60780
SH
DFND
1
60780
0
0
KeyCorp
COM
493267108
81536
6116709
SH
DFND
1
5907714
0
208995
Kinder Morgan Management LLC
SHS
49455U100
96972
1029971
SH
DFND
1
983729
0
46242
KYTHERA Biopharmaceuticals, Inc.
COM
501570105
9497
289881
SH
DFND
1
271281
0
18600
Lam Research Corp.
COM
512807108
2107
28200
SH
DFND
1
28200
0
0
Laredo Petroleum, Inc.
COM
516806106
82892
3698896
SH
DFND
1
3591158
0
107738
Liberty Interactive Corp.
INT COM SER A
53071M104
207671
7281608
SH
DFND
1
6978588
0
303020
Liberty Media Corp.
CL A
531229102
11705
248099
SH
DFND
1
222509
0
25590
Liberty Media Corp.
COM SER C
531229300
33713
717453
SH
DFND
1
641473
0
75980
Lifelock Inc.
COM
53224V100
2045
143100
SH
DFND
1
143100
0
0
Ligand Pharmaceuticals, Inc.
COM NEW
53220K504
70186
1493635
SH
DFND
1
997868
0
495767
LinkedIn Corp.
COM CL A
53578A108
4401
21180
SH
DFND
1
21180
0
0
Lithia Motors Inc.
CL A
536797103
10398
137379
SH
DFND
1
128379
0
9000
Littelfuse, Inc.
COM
537008104
77854
913995
SH
DFND
1
601225
0
312770
Lockheed Martin Corp.
COM
539830109
17841
97610
SH
DFND
1
97610
0
0
LogMeIn, Inc.
COM
54142L109
107414
2331534
SH
DFND
1
1845255
0
486279
Lorillard, Inc.
COM
544147101
5823
97200
SH
DFND
1
97200
0
0
Loxo Oncology Inc.
COM
548862101
7870
599400
SH
DFND
1
560900
0
38500
Macy's Inc
COM
55616P104
9000
154700
SH
DFND
1
154700
0
0
Magellan Health, Inc.
COM
559079207
80681
1474164
SH
DFND
1
1468037
0
6127
Marathon Oil Corp.
COM
565849106
20207
537554
SH
DFND
1
537554
0
0
MarketAxess Holdings, Inc.
COM
57060D108
49262
796350
SH
DFND
1
571146
0
225204
Marriott Vacations Worldwide Corp.
COM
57164Y107
28612
451229
SH
DFND
1
374949
0
76280
Masonite International Corp.
COM
575385109
58937
1064234
SH
DFND
1
1059012
0
5222
Materion Corp.
COM
576690101
16295
531305
SH
DFND
1
528905
0
2400
Mavenir Systems, Inc.
COM
577675101
5916
471000
SH
DFND
1
471000
0
0
MaxLinear, Inc.
CL A
57776J100
3038
441500
SH
DFND
1
441500
0
0
Mead Johnson Nutrition Co.
COM
582839106
3762
39100
SH
DFND
1
39100
0
0
Merck & Co., Inc.
COM
58933Y105
51045
861075
SH
DFND
1
861075
0
0
MFA Financial Inc.
COM
55272X102
16154
2076317
SH
DFND
1
2076317
0
0
Micrel, Inc.
COM
594793101
2256
187525
SH
DFND
1
187525
0
0
Micron Technology, Inc.
COM
595112103
14862
433800
SH
DFND
1
433800
0
0
Microsemi Corp.
COM
595137100
78471
3088193
SH
DFND
1
2468156
0
620037
Microsoft Corp.
COM
594918104
92618
1997804
SH
DFND
1
1997804
0
0
Mondelez International, Inc.
CL A
609207105
48492
1415200
SH
DFND
1
1415200
0
0
Monolithic Power Systems, Inc.
COM
609839105
2876
65300
SH
DFND
1
65300
0
0
MRC Global, Inc.
COM
55345K103
76739
3290679
SH
DFND
1
3276711
0
13968
Multimedia Games Holding Co., Inc.
COM
625453105
48948
1359279
SH
DFND
1
976311
0
382968
Murphy Oil Corp.
COM
626717102
342
6005
SH
DFND
1
6005
0
0
Nanometrics, Inc.
COM
630077105
1506
99707
SH
DFND
1
99707
0
0
NanoString Technologies, Inc.
COM
63009R109
6597
603033
SH
DFND
1
564533
0
38500
Navistar International Corp.
PFD SR D CONV
63934E108
76849
2335137
SH
DFND
1
2235237
0
99900
NetApp, Inc.
COM
64110D104
2633
61300
SH
DFND
1
61300
0
0
Newpark Resources, Inc.
COM PAR $.01NEW
651718504
32029
2574674
SH
DFND
1
2100484
0
474190
Nielsen N.V.
COM
N63218106
2354
53100
SH
DFND
1
53100
0
0
Novartis AG
SPONSORED ADR
66987V109
5554
59008
SH
DFND
1
59008
0
0
NRG Energy, Inc.
COM NEW
629377508
57919
1900220
SH
DFND
1
1844920
0
55300
NVIDIA Corp.
COM
67066G104
1911
103600
SH
DFND
1
103600
0
0
NVR, Inc.
COM
62944T105
32901
29115
SH
DFND
1
26169
0
2946
Nxp Semiconductors N.V.
COM
N6596X109
10395
151900
SH
DFND
1
151900
0
0
NxStage Medical Inc.
COM
67072V103
28970
2206428
SH
DFND
1
2062028
0
144400
O2Micro International Ltd.
SPONS ADR
67107W100
645
242312
SH
DFND
1
242312
0
0
Occidental Petroleum Corp.
COM
674599105
49969
519699
SH
DFND
1
519699
0
0
Ocular Therapeutix, Inc.
COM
67576A100
9145
610900
SH
DFND
1
571100
0
39800
Old Dominion Freight Line, Inc.
COM
679580100
46868
663483
SH
DFND
1
645352
0
18131
Olin Corp
COM PAR $1
680665205
51348
2033592
SH
DFND
1
2023635
0
9957
Oracle Corp.
COM
68389X105
3889
101600
SH
DFND
1
101600
0
0
Orexigen Therapeutics, Inc.
COM
686164104
9498
2229642
SH
DFND
1
2085242
0
144400
Owens Corning
COM
690742101
47221
1487285
SH
DFND
1
1374785
0
112500
Pacira Pharmaceuticals, Inc.
COM
695127100
66797
689193
SH
DFND
1
670498
0
18695
Parker Hannifin Corp.
COM
701094104
24561
215160
SH
DFND
1
215160
0
0
Pennymac Mortgage Investment Trust
COM
70931T103
12829
598630
SH
DFND
1
598630
0
0
Performant Financial Corp.
COM
71377E105
43975
5442422
SH
DFND
1
5422221
0
20201
PerkinElmer, Inc.
COM
714046109
17157
393514
SH
DFND
1
393514
0
0
Petroleo Brasileiro S.A.
SPONSORED ADR
71654V408
10398
732791
SH
DFND
1
732791
0
0
Pfizer, Inc.
COM
717081103
72079
2437555
SH
DFND
1
2437555
0
0
Phillips 66
COM
718546104
342
4209
SH
DFND
1
4209
0
0
Pinnacle Foods, Inc.
COM
72348P104
24729
757400
SH
DFND
1
705100
0
52300
Plantronics, Inc.
COM
727493108
15722
329043
SH
DFND
1
327543
0
1500
POSCO
SPONSORED ADR
693483109
10267
135273
SH
DFND
1
135273
0
0
PRA Group Inc.
COM
69354N106
100287
1920103
SH
DFND
1
1360968
0
559135
Praxair, Inc.
COM
74005P104
28386
220049
SH
DFND
1
220049
0
0
Precision Castparts Corp.
COM
740189105
3543
14958
SH
DFND
1
14958
0
0
Premier, Inc.
CL A
74051N102
15123
460238
SH
DFND
1
460238
0
0
Proofpoint, Inc.
COM
743424103
34009
915684
SH
DFND
1
863694
0
51990
Prudential Financial, Inc.
COM
744320102
76505
869968
SH
DFND
1
869968
0
0
PTC, Inc.
COM
69370C100
19312
523360
SH
DFND
1
523360
0
0
Public Service Enterprise Group, Inc.
COM
744573106
320
8600
SH
DFND
1
8600
0
0
Puma Biotechnology, Inc.
COM
74587V107
21993
92188
SH
DFND
1
86582
0
5606
PVH Corp.
COM
693656100
6730
55555
SH
DFND
1
55555
0
0
QIWI PLC
SPON ADR REP B
74735M108
1786
56536
SH
DFND
1
56536
0
0
Qlik Technologies, Inc.
COM
74733T105
1944
71900
SH
DFND
1
71900
0
0
Quaker Chemical Corp.
COM
747316107
41522
579185
SH
DFND
1
521766
0
57419
QUALCOMM, Inc.
COM
747525103
278
3714
SH
DFND
1
3714
0
0
Questar Corp.
COM
748356102
138414
6209677
SH
DFND
1
5990642
0
219035
Rackspace Hosting, Inc.
COM
750086100
16958
520998
SH
DFND
1
520998
0
0
Raymond James Financial, Inc.
COM
754730109
45224
844052
SH
DFND
1
793952
0
50100
Receptos, Inc.
COM
756207106
16329
262911
SH
DFND
1
245811
0
17100
Red Robin Gourmet Burgers
COM
75689M101
13276
233318
SH
DFND
1
218318
0
15000
Reinsurance Group of America, Inc.
COM NEW
759351604
16862
210431
SH
DFND
1
189231
0
21200
Restoration Hardware Holdings, Inc.
COM
761283100
68356
859285
SH
DFND
1
684425
0
174860
Revance Therapeutics, Inc.
COM
761330109
8149
421566
SH
DFND
1
394566
0
27000
RigNet, Inc.
COM
766582100
13672
337991
SH
DFND
1
315963
0
22028
RingCentral, Inc.
CL A
76680R206
21278
1674107
SH
DFND
1
1576707
0
97400
Robert Half International, Inc.
COM
770323103
4914
100288
SH
DFND
1
100288
0
0
Rock-Tenn Company
CL A
772739207
8076
169730
SH
DFND
1
169730
0
0
Rosetta Resources, Inc.
COM
777779307
98625
2213305
SH
DFND
1
2144159
0
69146
Ross Stores, Inc.
COM
778296103
419
5544
SH
DFND
1
5544
0
0
Rowan Companies PLC
SHS CL A
G7665A101
15844
625980
SH
DFND
1
559617
0
66363
Sage Therapeutics, Inc.
COM
78667J108
9107
289100
SH
DFND
1
270456
0
18644
Salesforce.com, Inc.
COM
79466L302
4309
74900
SH
DFND
1
74900
0
0
Sanderson Farms Inc.
COM
800013104
267
3040
SH
DFND
1
3040
0
0
Schlumberger Ltd.
COM
806857108
7002
68860
SH
DFND
1
68860
0
0
Sealed Air Corp.
COM
81211K100
111462
3195575
SH
DFND
1
3121075
0
74500
Seaworld Entertainment, Inc.
COM
81282V100
130088
6764835
SH
DFND
1
6656736
0
108099
ServiceNow Inc.
COM
81762P102
2063
35100
SH
DFND
1
35100
0
0
Signature Bank
COM
82669G104
1811
16165
SH
DFND
1
16165
0
0
Signet Jewelers Ltd.
SHS
G81276100
28116
246830
SH
DFND
1
246830
0
0
Silicon Graphics International Corp.
COM
82706L108
2458
266300
SH
DFND
1
266300
0
0
Simpson Manufacturing Co., Inc.
COM
829073105
14786
507253
SH
DFND
1
474353
0
32900
Sirius XM Holdings Inc.
COM
82968B103
14952
4284100
SH
DFND
1
4284100
0
0
Snap-On Inc.
COM
833034101
7492
61875
SH
DFND
1
61875
0
0
Sonic Corp.
COM
835451105
75303
3367755
SH
DFND
1
2172955
0
1194800
Southwestern Energy Co.
COM
845467109
14793
423268
SH
DFND
1
423268
0
0
Spansion Inc.
COM CL A NEW
84649R200
27802
1219900
SH
DFND
1
1150100
0
69800
Spirit Airlines, Inc.
COM
848577102
23723
343120
SH
DFND
1
332920
0
10200
StanCorp Financial Group, Inc.
COM
852891100
96886
1533484
SH
DFND
1
1525973
0
7511
Starbucks Corp.
COM
855244109
2875
38100
SH
DFND
1
38100
0
0
State Street Corp.
COM
857477103
33944
461133
SH
DFND
1
461133
0
0
Steel Dynamics, Inc.
COM
858119100
43795
1936957
SH
DFND
1
1884257
0
52700
Steelcase, Inc.
CL A
858155203
26578
1641619
SH
DFND
1
1535419
0
106200
STERIS Corporation
COM
859152100
28335
525120
SH
DFND
1
509420
0
15700
Stewart Information Services Corporation
COM
860372101
15149
516160
SH
DFND
1
513860
0
2300
Super Micro Computer, Inc.
COM
86800U104
2301
78200
SH
DFND
1
78200
0
0
Superior Energy Services, Inc.
COM
868157108
2797
85100
SH
DFND
1
85100
0
0
Surgical Care Affiliates, Inc.
COM
86881L106
11605
434153
SH
DFND
1
405953
0
28200
SVB Financial Group
COM
78486Q101
20936
186775
SH
DFND
1
180825
0
5950
Synaptics, Inc.
COM
87157D109
1728
23600
SH
DFND
1
23600
0
0
Synovus Financial Corp.
COM
87161C501
35635
1507382
SH
DFND
1
1500259
0
7123
Take-Two Interactive Software, Inc.
COM
874054109
16603
719700
SH
DFND
1
673200
0
46500
Tata Motors Ltd.
SPONSORED ADR
876568502
10987
251368
SH
DFND
1
251368
0
0
Teledyne Technologies, Inc.
COM
879360105
54214
576681
SH
DFND
1
540536
0
36145
Ternium S.A.
SPON ADR
880890108
147
6122
SH
DFND
1
6122
0
0
TETRA Technologies, Inc.
COM
88162F105
34815
3217614
SH
DFND
1
3202643
0
14971
Texas Instruments, Inc.
COM
882508104
444
9300
SH
DFND
1
9300
0
0
The Allstate Corp.
COM
020002101
52602
857130
SH
DFND
1
857130
0
0
The Estee Lauder Companies, Inc.
CL A
518439104
9542
127700
SH
DFND
1
127700
0
0
The Gap, Inc.
COM
364760108
7496
179800
SH
DFND
1
179800
0
0
The Hain Celestial Group, Inc.
COM
405217100
32906
321506
SH
DFND
1
297833
0
23673
The Home Depot, Inc.
COM
437076102
6522
71090
SH
DFND
1
71090
0
0
The Interpublic Group of Companies, Inc.
COM
460690100
43840
2393020
SH
DFND
1
2278720
0
114300
The Kroger Co.
COM
501044101
7613
146400
SH
DFND
1
146400
0
0
The Medicines Co.
COM
584688105
10657
477466
SH
DFND
1
475200
0
2266
The Mosaic Co.
COM
61945C103
62685
1411516
SH
DFND
1
1357270
0
54246
The PNC Financial Services Group, Inc.
COM
693475105
28618
334400
SH
DFND
1
334400
0
0
The TJX Companies, Inc.
COM
872540109
586
9900
SH
DFND
1
9900
0
0
The Ultimate Software Group, Inc.
COM
90385D107
47150
333191
SH
DFND
1
315885
0
17306
The WhiteWave Foods Co.
CL A
966244105
45915
1263838
SH
DFND
1
1229238
0
34600
TIBCO Software, Inc.
COM
88632Q103
107539
4550970
SH
DFND
1
4384470
0
166500
Torchmark Corp.
COM
891027104
72046
1375711
SH
DFND
1
1369092
0
6619
Tower Semiconductor Ltd.
SHS NEW
M87915274
17964
1766400
SH
DFND
1
1673000
0
93400
Trimas Corp.
COM NEW
896215209
24792
1018986
SH
DFND
1
1014186
0
4800
Trinet Group Inc.
COM
896288107
16840
654000
SH
DFND
1
611600
0
42400
TrueBlue, Inc.
COM
89785X101
17687
700200
SH
DFND
1
654400
0
45800
TRW Automotive Holdings Corp.
COM
87264S106
27450
271112
SH
DFND
1
243060
0
28052
Tumi Holdings, Inc.
COM
89969Q104
9650
474186
SH
DFND
1
471986
0
2200
Tupperware Brands Corp.
COM
899896104
65829
953493
SH
DFND
1
948798
0
4695
Twenty-First Century Fox, Inc.
CL A
90130A101
95030
2771350
SH
DFND
1
2771350
0
0
Twitter Inc
COM
90184L102
5349
103700
SH
DFND
1
103700
0
0
Ultragenyx Pharmaceutical, Inc.
COM
90400D108
11911
210441
SH
DFND
1
196843
0
13598
Ultrapar Participacoes S.A.
SP ADR REP COM
90400P101
4549
215378
SH
DFND
1
215378
0
0
UMB Financial Corp.
COM
902788108
17404
319045
SH
DFND
1
317445
0
1600
United Rentals, Inc.
COM
911363109
8607
77475
SH
DFND
1
77475
0
0
UnitedHealth Group, Inc.
COM
91324P102
20648
239400
SH
DFND
1
239400
0
0
Universal Health Services, Inc.
CL B
913903100
23267
222655
SH
DFND
1
222655
0
0
Visa, Inc.
COM CL A
92826C839
3261
15284
SH
DFND
1
15284
0
0
Vital Therapies Inc.
COM
92847R104
12166
596098
SH
DFND
1
556753
0
39345
Vitamin Shoppe, Inc.
COM
92849E101
51345
1156688
SH
DFND
1
1151188
0
5500
Voya Financial, Inc.
COM
929089100
16377
418840
SH
DFND
1
376740
0
42100
Walgreen Co.
COM
931422109
433
7300
SH
DFND
1
7300
0
0
Washington Prime Group, Inc.
COM
939647103
64558
3693252
SH
DFND
1
3693252
0
0
Waste Connections, Inc.
COM
941053100
48191
993210
SH
DFND
1
988334
0
4876
Wells Fargo & Co.
COM
949746101
37407
721164
SH
DFND
1
721164
0
0
West Pharmaceutical Services, Inc.
COM
955306105
68191
1523476
SH
DFND
1
1047438
0
476038
Western Alliance Bancorp
COM
957638109
17284
723200
SH
DFND
1
676400
0
46800
Western Digital Corp.
COM
958102105
8679
89175
SH
DFND
1
89175
0
0
Westlake Chemical Corp.
COM
960413102
586
6770
SH
DFND
1
6770
0
0
WEX, Inc.
COM
96208T104
29305
265637
SH
DFND
1
258282
0
7355
William Lyon Homes
CL A NEW
552074700
28994
1311958
SH
DFND
1
1305751
0
6207
Williams-Sonoma, Inc.
COM
969904101
16732
251346
SH
DFND
1
251346
0
0
WisdomTree Investments, Inc.
COM
97717P104
1999
175700
SH
DFND
1
175700
0
0
XL Group PLC
SHS
G98290102
55936
1686329
SH
DFND
1
1545104
0
141225
Xunlei Ltd.
SPONSORED ADR
98419E108
133
12377
SH
DFND
1
12377
0
0
Yahoo! Inc.
COM
984332106
3420
83920
SH
DFND
1
83920
0
0
YPF S.A.
SPON ADR CL D
984245100
3520
95163
SH
DFND
1
95163
0
0
YY Inc.
ADS REPCOM CLA
98426T106
3406
45478
SH
DFND
1
45478
0
0
Zeltiq Aesthetics, Inc.
COM
98933Q108
26481
1170166
SH
DFND
1
1094066
0
76100
Zimmer Holdings, Inc.
COM
98956P102
6487
64515
SH
DFND
1
64515
0
0
Zions Bancorporation
COM
989701107
41470
1427035
SH
DFND
1
1354235
0
72800
Zoetis, Inc.
COM
98978V103
92045
2491074
SH
DFND
1
2377074
0
114000