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
ANSYS, Inc. COM 03662Q105 5,924 81,035 SH   SOLE   0 45,195 35,840
ANSYS, Inc. COM 03662Q105 2,712 37,100 SH   DFND   37,100 0 0
Amphenol Corporation COM 032095101 6,012 77,140 SH   SOLE   0 75,240 1,900
Amphenol Corporation COM 032095101 4,462 57,250 SH   DFND   57,250 0 0
Beacon Roofing Supply, Inc. COM 073685109 3,673 96,965 SH   SOLE   0 19,930 77,035
BioMarin Pharmaceutical Inc. COM 09061G101 2,065 37,050 SH   DFND   37,050 0 0
BioScrip,Inc. COM 09069N108 64 3,895 SH   SOLE   0 3,895 0
BioScrip,Inc. COM 09069N108 3,835 232,450 SH   DFND   232,450 0 0
Brunswick Corporation COM 117043109 11,794 369,130 SH   SOLE   0 132,065 237,065
Brunswick Corporation COM 117043109 2,967 92,850 SH   DFND   92,850 0 0
Carrizo Oil & Gas, Inc. COM 144577103 1,045 36,900 SH   DFND   36,900 0 0
Cavium Inc. COM 14964U108 8,111 229,315 SH   SOLE   0 95,670 133,645
Cavium Inc. COM 14964U108 4,322 122,200 SH   DFND   122,200 0 0
Celldex Therapeutics Inc. COM 15117B103 82 5,260 SH   SOLE   0 5,260 0
Celldex Therapeutics Inc. COM 15117B103 672 43,050 SH   DFND   43,050 0 0
Cerner Corporation COM 156782104 2,132 22,190 SH   SOLE   0 21,555 635
CommVault Systems, Inc. COM 204166102 5,296 69,785 SH   SOLE   0 16,510 53,275
CommVault Systems, Inc. COM 204166102 3,003 39,575 SH   DFND   39,575 0 0
Cummins Inc. COM 231021106 2,691 24,815 SH   SOLE   0 24,275 540
Cummins Inc. COM 231021106 2,576 23,750 SH   DFND   23,750 0 0
Cypress Semiconductor Corporat COM 232806109 2,235 208,305 SH   SOLE   0 203,995 4,310
Cypress Semiconductor Corporat COM 232806109 4,367 406,950 SH   DFND   406,950 0 0
Dana Holding Corporation COM 235825205 4,542 235,830 SH   SOLE   0 47,330 188,500
Delta Air Lines Inc. COM 247361702 2,799 149,585 SH   SOLE   0 146,390 3,195
Delta Air Lines Inc. COM 247361702 4,022 214,950 SH   DFND   214,950 0 0
Diana Shipping Inc. COM Y2066G104 4,488 447,050 SH   DFND   447,050 0 0
Dollar General Corp. COM 256677105 1,912 37,910 SH   SOLE   0 7,510 30,400
Dollar Tree Inc. COM 256746108 3,428 67,435 SH   SOLE   0 13,785 53,650
Dunkin' Brands Group, Inc. COM 265504100 512 11,960 SH   SOLE   0 11,960 0
Dunkin' Brands Group, Inc. COM 265504100 1,297 30,300 SH   DFND   30,300 0 0
E*TRADE Financial Corporation COM 269246401 2,035 160,745 SH   SOLE   0 35,225 125,520
E*TRADE Financial Corporation COM 269246401 75 5,950 SH   DFND   5,950 0 0
Eaton Corp PLC COM G29183103 4,027 61,195 SH   SOLE   0 59,705 1,490
Eaton Corp PLC COM G29183103 2,201 33,450 SH   DFND   33,450 0 0
Endologix, Inc. COM 29266S106 3,559 268,020 SH   SOLE   0 54,820 213,200
Equinix, Inc. COM 29444U502 5,925 32,075 SH   SOLE   0 6,375 25,700
Evercore Partners Inc. COM 29977A105 3,150 80,205 SH   SOLE   0 78,370 1,835
Evercore Partners Inc. COM 29977A105 2,471 62,900 SH   DFND   62,900 0 0
Fifth & Pacific Companies, Inc COM 316645100 10,198 456,505 SH   SOLE   0 93,055 363,450
Fifth & Pacific Companies, Inc COM 316645100 1,214 54,350 SH   DFND   54,350 0 0
Gilead Sciences, Inc. COM 375558103 4,021 78,435 SH   SOLE   0 76,430 2,005
Gilead Sciences, Inc. COM 375558103 3,671 71,600 SH   DFND   71,600 0 0
Goldman Sachs Group, Inc. COM 38141G104 2,102 13,900 SH   DFND   13,900 0 0
Google Inc. COM 38259P508 3,416 3,880 SH   DFND   3,880 0 0
Grand Canyon Education, Inc. COM 38526M106 1,312 40,700 SH   DFND   40,700 0 0
Groupon, Inc. COM 399473107 13,740 1,607,030 SH   SOLE   0 326,480 1,280,550
Groupon, Inc. COM 399473107 5,013 586,325 SH   DFND   586,325 0 0
H&E Equipment Services, Inc. COM 404030108 1,345 63,815 SH   SOLE   0 62,275 1,540
H&E Equipment Services, Inc. COM 404030108 549 26,050 SH   DFND   26,050 0 0
HCA Holdings, Inc. COM 40412C101 1,266 35,110 SH   SOLE   0 6,960 28,150
Hain Celestial Group, Inc. COM 405217100 4,197 64,555 SH   SOLE   0 63,035 1,520
Harley-Davidson Inc. COM 412822108 5,673 103,485 SH   SOLE   0 20,535 82,950
HomeAway Inc. COM 43739Q100 2,646 81,830 SH   SOLE   0 79,900 1,930
HomeAway Inc. COM 43739Q100 969 29,950 SH   DFND   29,950 0 0
IPG Photonics Corporation COM 44980X109 1,334 21,965 SH   SOLE   0 21,405 560
IPG Photonics Corporation COM 44980X109 4,245 69,900 SH   DFND   69,900 0 0
Illumina, Inc. COM 452327109 4,243 56,700 SH   SOLE   0 55,395 1,305
Illumina, Inc. COM 452327109 3,181 42,500 SH   DFND   42,500 0 0
Infoblox, Inc. COM 45672H104 3,800 129,885 SH   SOLE   0 126,910 2,975
Infoblox, Inc. COM 45672H104 4,711 161,000 SH   DFND   161,000 0 0
Lam Research Corporation COM 512807108 5,988 135,040 SH   SOLE   0 26,770 108,270
LinkedIn Corporation COM 53578A108 2,771 15,540 SH   SOLE   0 8,805 6,735
Lithia Motors, Inc. COM 536797103 3,063 57,450 SH   SOLE   0 56,030 1,420
Lithia Motors, Inc. COM 536797103 1,522 28,550 SH   DFND   28,550 0 0
Lumber Liquidators Holdings, I COM 55003T107 1,316 16,900 SH   DFND   16,900 0 0
Manitowoc Company, Inc. COM 563571108 8,867 495,105 SH   SOLE   0 101,105 394,000
Medivation Inc. COM 58501N101 2,590 52,650 SH   SOLE   0 51,200 1,450
Medivation Inc. COM 58501N101 1,788 36,350 SH   DFND   36,350 0 0
Meritage Homes Corporation COM 59001A102 752 17,350 SH   DFND   17,350 0 0
Michael Kors Holdings Ltd. COM G60754101 10,338 166,685 SH   SOLE   0 32,985 133,700
Michael Kors Holdings Ltd. COM G60754101 87 1,410 SH   DFND   1,410 0 0
Micron Technology, Inc. COM 595112103 2,706 188,820 SH   DFND   188,820 0 0
Mohawk Industries, Inc. COM 608190104 14,812 131,675 SH   SOLE   0 54,410 77,265
Mohawk Industries, Inc. COM 608190104 3,871 34,415 SH   DFND   34,415 0 0
O' Reilly Automotive, Inc. COM 67103H107 5,503 48,865 SH   SOLE   0 9,555 39,310
Oasis Petroleum Inc. COM 674215108 4,476 115,160 SH   SOLE   0 112,385 2,775
Oasis Petroleum Inc. COM 674215108 4,804 123,585 SH   DFND   123,585 0 0
On Assignment, Inc. COM 682159108 894 33,450 SH   DFND   33,450 0 0
Onyx Pharmaceuticals, Inc. COM 683399109 12,926 148,880 SH   SOLE   0 62,980 85,900
Onyx Pharmaceuticals, Inc. COM 683399109 2,579 29,700 SH   DFND   29,700 0 0
Parker Hannifin Corporation COM 701094104 3,844 40,295 SH   SOLE   0 39,310 985
Parker Hannifin Corporation COM 701094104 2,127 22,300 SH   DFND   22,300 0 0
Pharmacyclics, Inc. COM 716933106 13,567 170,715 SH   SOLE   0 73,595 97,120
Pharmacyclics, Inc. COM 716933106 3,560 44,800 SH   DFND   44,800 0 0
Polaris Industries Inc. COM 731068102 3,629 38,205 SH   SOLE   0 37,185 1,020
Polaris Industries Inc. COM 731068102 2,660 28,000 SH   DFND   28,000 0 0
Range Resources Corporation COM 75281A109 9,361 121,065 SH   SOLE   0 62,590 58,475
Range Resources Corporation COM 75281A109 3,758 48,600 SH   DFND   48,600 0 0
Robert Half International Inc. COM 770323103 7,327 220,505 SH   SOLE   0 43,655 176,850
Rockwell Automation, Inc. COM 773903109 4,921 59,185 SH   SOLE   0 11,685 47,500
Rosetta Resources, Inc. COM 777779307 2,236 52,585 SH   SOLE   0 51,390 1,195
Ryland Group, Inc. COM 783764103 59 1,460 SH   SOLE   0 1,460 0
Ryland Group, Inc. COM 783764103 2,709 67,550 SH   DFND   67,550 0 0
SBA Communications Corporation COM 78388J106 3,205 43,235 SH   SOLE   0 42,260 975
Salesforce.com, Inc. COM 79466L302 2,453 64,240 SH   SOLE   0 12,740 51,500
SanDisk Corp. COM 80004C101 14,453 236,545 SH   SOLE   0 97,025 139,520
SanDisk Corp. COM 80004C101 3,973 65,030 SH   DFND   65,030 0 0
Santarus Inc. COM 802817304 3,815 181,235 SH   SOLE   0 177,080 4,155
Santarus Inc. COM 802817304 1,209 57,450 SH   DFND   57,450 0 0
Sarepta Therapeutics, Inc. COM 803607100 592 15,550 SH   DFND   15,550 0 0
Scorpio Tankers Inc. COM Y7542C106 373 41,550 SH   DFND   41,550 0 0
Splunk, Inc. COM 848637104 11,136 240,210 SH   SOLE   0 95,110 145,100
Splunk, Inc. COM 848637104 4,142 89,350 SH   DFND   89,350 0 0
SunEdison, Inc. COM 86732Y109 6,709 821,165 SH   SOLE   0 168,215 652,950
SunEdison, Inc. COM 86732Y109 3,979 487,070 SH   DFND   487,070 0 0
T. Rowe Price Group Inc. COM 74144T108 4,441 60,670 SH   SOLE   0 59,245 1,425
T. Rowe Price Group Inc. COM 74144T108 3,891 53,150 SH   DFND   53,150 0 0
Tenet Healthcare Corporation COM 88033G407 2,783 60,375 SH   SOLE   0 11,825 48,550
Tesla Motors, Inc. COM 88160R101 9,509 88,570 SH   SOLE   0 17,520 71,050
Tesla Motors, Inc. COM 88160R101 62 575 SH   DFND   575 0 0
Toll Brothers Inc. COM 889478103 10,336 316,755 SH   SOLE   0 123,865 192,890
Toll Brothers Inc. COM 889478103 3,484 106,770 SH   DFND   106,770 0 0
TripAdvisor, Inc. COM 896945201 2,945 48,385 SH   SOLE   0 47,165 1,220
TripAdvisor, Inc. COM 896945201 4,803 78,900 SH   DFND   78,900 0 0
Triumph Group, Inc. COM 896818101 12,681 160,215 SH   SOLE   0 57,565 102,650
Ulta Salon, Cosmetics & Fragra COM 90384S303 8,129 81,195 SH   SOLE   0 16,295 64,900
Ulta Salon, Cosmetics & Fragra COM 90384S303 4,811 48,050 SH   DFND   48,050 0 0
United Continental Holdings In COM 910047109 11,877 379,590 SH   SOLE   0 114,835 264,755
United Rentals, Inc. COM 911363109 10,370 207,775 SH   SOLE   0 43,175 164,600
United Rentals, Inc. COM 911363109 87 1,750 SH   DFND   1,750 0 0
Valspar Corporation, The COM 920355104 3,917 60,570 SH   SOLE   0 12,025 48,545
Walgreen Co. COM 931422109 290 6,550 SH   SOLE   0 6,550 0
Western Alliance Bancorp COM 957638109 1,673 105,710 SH   SOLE   0 102,855 2,855
Winnebago Industries, Inc. COM 974637100 75 3,585 SH   SOLE   0 3,585 0
Winnebago Industries, Inc. COM 974637100 1,268 60,400 SH   DFND   60,400 0 0
Yelp Inc. COM 985817105 4,716 135,630 SH   SOLE   0 132,565 3,065
Yelp Inc. COM 985817105 5,292 152,200 SH   DFND   152,200 0 0