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
21VIANET GROUP INC SPONSORED ADR 90138A103 23,635 788,626 SH   DFND   0 788,626 0
ACADIA PHARMACEUTICALS INC COM 004225108 36,871 1,632,175 SH   DFND   0 1,632,175 0
ACTAVIS PLC SHS G0083B108 173,862 779,476 SH   DFND   0 779,476 0
ADOBE SYS INC COM 00724F101 121,076 1,673,246 SH   DFND   0 1,673,246 0
ADVANCE AUTO PARTS INC COM 00751Y106 95,421 707,241 SH   DFND   0 707,241 0
AEGERION PHARMACEUTICALS INC COM 00767E102 10,780 335,921 SH   DFND   0 335,921 0
AGILENT TECHNOLOGIES INC COM 00846U101 107,303 1,868,096 SH   DFND   0 1,868,096 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 14,812 738,027 SH   DFND   0 738,027 0
ALLERGAN INC COM 018490102 275,637 1,628,870 SH   DFND   0 1,628,870 0
AMERICAN EXPRESS CO COM 025816109 74,995 790,506 SH   DFND   0 790,506 0
ANACOR PHARMACEUTICALS INC COM 032420101 18,814 1,061,161 SH   DFND   0 1,061,161 0
BAIDU INC SPON ADR REP A 056752108 43,851 234,734 SH   DFND   0 234,734 0
BRUKER CORP COM 116794108 14,965 616,620 SH   DFND   0 616,620 0
CBS CORP NEW CL B 124857202 46,988 756,160 SH   DFND   0 756,160 0
CELLADON CORP COM 15117E107 6,368 397,516 SH   DFND   0 397,516 0
SCHWAB CHARLES CORP NEW COM 808513105 52,057 1,933,036 SH   DFND   0 1,933,036 0
CLOVIS ONCOLOGY INC COM 189464100 18,416 444,734 SH   DFND   0 444,734 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 57,073 1,257,955 SH   DFND   0 1,257,955 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 72,956 1,139,222 SH   DFND   0 1,139,222 0
DENDREON CORP NOTE 2.875% 1/1 24823QAC1 48,234 68,037,000 PRN   DFND   0 68,037,000 0
FACEBOOK INC CL A 30303M102 99,760 1,482,536 SH   DFND   0 1,482,536 0
GILEAD SCIENCES INC COM 375558103 88,461 1,066,955 SH   DFND   0 1,066,955 0
GOOGLE INC CL C 38259P706 20,157 35,039 SH   DFND   0 35,039 0
GOOGLE INC CL A 38259P508 42,821 73,239 SH   DFND   0 73,239 0
HALLIBURTON CO COM 406216101 65,930 928,465 SH   DFND   0 928,465 0
HCA HOLDINGS INC COM 40412C101 200,586 3,557,748 SH   DFND   0 3,557,748 0
HEALTH NET INC COM 42222G108 34,468 829,757 SH   DFND   0 829,757 0
HUMANA INC COM 444859102 21,919 171,614 SH   DFND   0 171,614 0
IMPAX LABORATORIES INC COM 45256B101 16,021 534,228 SH   DFND   0 534,228 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 30,855 662,842 SH   DFND   0 662,842 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 36,556 952,715 SH   DFND   0 952,715 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 86,508 1,387,014 SH   DFND   0 1,387,014 0
MARTIN MARIETTA MATLS INC COM 573284106 217,824 1,649,558 SH   DFND   0 1,649,558 0
MCGRAW HILL FINL INC COM 580645109 67,118 808,358 SH   DFND   0 808,358 0
MCKESSON CORP COM 58155Q103 162,024 870,113 SH   DFND   0 870,113 0
MEDICINES CO COM 584688105 13,860 476,934 SH   DFND   0 476,934 0
MEDIVATION INC COM 58501N101 117,040 1,518,417 SH   DFND   0 1,518,417 0
MICROSOFT CORP COM 594918104 71,280 1,709,353 SH   DFND   0 1,709,353 0
MOLINA HEALTHCARE INC COM 60855R100 19,021 426,202 SH   DFND   0 426,202 0
MYLAN INC COM 628530107 7,710 149,532 SH   DFND   0 149,532 0
NETFLIX INC COM 64110L106 179,041 406,358 SH   DFND   0 406,358 0
OMNICARE INC COM 681904108 17,927 269,298 SH   DFND   0 269,298 0
OREXIGEN THERAPEUTICS INC COM 686164104 28,459 4,604,958 SH   DFND   0 4,604,958 0
PALO ALTO NETWORKS INC COM 697435105 112,865 1,346,040 SH   DFND   0 1,346,040 0
PRICELINE GRP INC COM NEW 741503403 129,741 107,848 SH   DFND   0 107,848 0
PULTE GROUP INC COM 745867101 26,671 1,322,987 SH   DFND   0 1,322,987 0
RECEPTOS INC COM 756207106 3,079 72,283 SH   DFND   0 72,283 0
REPROS THERAPEUTICS INC COM NEW 76028H209 14,721 850,942 SH   DFND   0 850,942 0
REVANCE THERAPEUTICS INC COM 761330109 8,019 235,862 SH   DFND   0 235,862 0
RITE AID CORP COM 767754104 255,945 35,696,687 SH   DFND   0 35,696,687 0
SERVICENOW INC COM 81762P102 47,823 771,835 SH   DFND   0 771,835 0
SPIRIT AIRLS INC COM 848577102 79,101 1,250,814 SH   DFND   0 1,250,814 0
STARBUCKS CORP COM 855244109 79,810 1,031,401 SH   DFND   0 1,031,401 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 227,548 2,815,488 SH   DFND   0 2,815,488 0
TENET HEALTHCARE CORP COM NEW 88033G407 27,306 581,714 SH   DFND   0 581,714 0
TEREX CORP NEW COM 880779103 40,831 993,461 SH   DFND   0 993,461 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 184,469 3,519,050 SH   DFND   0 3,519,050 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,027 178,193 SH   DFND   0 178,193 0
TIBCO SOFTWARE INC COM 88632Q103 65,796 3,262,087 SH   DFND   0 3,262,087 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 159,873 4,548,316 SH   DFND   0 4,548,316 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 131,469 1,042,410 SH   DFND   0 1,042,410 0
VERSARTIS INC COM 92529L102 10,583 377,431 SH   DFND   0 377,431 0
VULCAN MATLS CO COM 929160109 229,412 3,598,626 SH   DFND   0 3,598,626 0
WALGREEN CO COM 931422109 185,263 2,499,165 SH   DFND   0 2,499,165 0