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 6,988 80,765 SH   SOLE   0 44,925 35,840
ANSYS, Inc. COM 03662Q105 3,513 40,600 SH   DFND   40,600 0 0
Alexion Pharmaceuticals, Inc. COM 015351109 2,517 21,670 SH   SOLE   0 21,055 615
Alexion Pharmaceuticals, Inc. COM 015351109 3,065 26,385 SH   DFND   26,385 0 0
American Axle & Manufacturing COM 024061103 75 3,800 SH   SOLE   0 3,800 0
American Axle & Manufacturing COM 024061103 3,549 179,950 SH   DFND   179,950 0 0
Amphenol Corporation COM 032095101 4,196 54,230 SH   SOLE   0 52,955 1,275
Amphenol Corporation COM 032095101 3,385 43,750 SH   DFND   43,750 0 0
Brunswick Corporation COM 117043109 15,040 376,845 SH   SOLE   0 161,905 214,940
Brunswick Corporation COM 117043109 5,675 142,195 SH   DFND   142,195 0 0
Calix, Inc. COM 13100M509 53 4,145 SH   SOLE   0 4,145 0
Calix, Inc. COM 13100M509 1,069 83,950 SH   DFND   83,950 0 0
Carrizo Oil & Gas, Inc. COM 144577103 4,006 107,430 SH   SOLE   0 104,985 2,445
Carrizo Oil & Gas, Inc. COM 144577103 5,830 156,350 SH   DFND   156,350 0 0
Cavium Inc. COM 14964U108 10,405 252,545 SH   SOLE   0 100,135 152,410
Cavium Inc. COM 14964U108 2,476 60,100 SH   DFND   60,100 0 0
Celldex Therapeutics Inc. COM 15117B103 24 685 SH   SOLE   0 685 0
Celldex Therapeutics Inc. COM 15117B103 461 13,000 SH   DFND   13,000 0 0
Ciena Corporation COM 171779309 5,038 201,450 SH   DFND   201,450 0 0
CommVault Systems, Inc. COM 204166102 6,249 71,075 SH   SOLE   0 17,800 53,275
CommVault Systems, Inc. COM 204166102 4,891 55,625 SH   DFND   55,625 0 0
Continental Resources, Inc. COM 212015101 9,568 89,205 SH   SOLE   0 15,605 73,600
Cummins Inc. COM 231021106 4,308 32,420 SH   SOLE   0 31,675 745
Dana Holding Corporation COM 235825205 4,506 197,305 SH   SOLE   0 39,555 157,750
Dana Holding Corporation COM 235825205 33 1,465 SH   DFND   1,465 0 0
Delta Air Lines Inc. COM 247361702 4,717 199,970 SH   SOLE   0 195,265 4,705
Delta Air Lines Inc. COM 247361702 4,416 187,200 SH   DFND   187,200 0 0
Diana Shipping Inc. COM Y2066G104 5,244 434,450 SH   DFND   434,450 0 0
Dollar Tree Inc. COM 256746108 4,533 79,305 SH   SOLE   0 15,705 63,600
Dunkin' Brands Group, Inc. COM 265504100 544 12,020 SH   SOLE   0 12,020 0
Dunkin' Brands Group, Inc. COM 265504100 803 17,750 SH   DFND   17,750 0 0
E*TRADE Financial Corporation COM 269246401 11,005 666,990 SH   SOLE   0 134,960 532,030
E*TRADE Financial Corporation COM 269246401 24 1,475 SH   DFND   1,475 0 0
Eaton Corp PLC COM G29183103 4,948 71,880 SH   SOLE   0 70,195 1,685
Eaton Corp PLC COM G29183103 4,285 62,250 SH   DFND   62,250 0 0
Evercore Partners Inc. COM 29977A105 1,630 33,105 SH   SOLE   0 32,285 820
Facebook Inc. COM 30303M102 3,994 79,515 SH   SOLE   0 77,615 1,900
Facebook Inc. COM 30303M102 3,757 74,800 SH   DFND   74,800 0 0
Fifth & Pacific Companies, Inc COM 316645100 8,261 328,725 SH   SOLE   0 66,125 262,600
Fifth & Pacific Companies, Inc COM 316645100 444 17,650 SH   DFND   17,650 0 0
Gilead Sciences, Inc. COM 375558103 4,908 78,060 SH   SOLE   0 76,055 2,005
Gilead Sciences, Inc. COM 375558103 4,275 68,000 SH   DFND   68,000 0 0
Goodyear Tire & Rubber Co. COM 382550101 13,554 603,715 SH   SOLE   0 121,810 481,905
Goodyear Tire & Rubber Co. COM 382550101 4,305 191,745 SH   DFND   191,745 0 0
Grand Canyon Education, Inc. COM 38526M106 1,686 41,900 SH   DFND   41,900 0 0
Groupon, Inc. COM 399473107 21,588 1,925,645 SH   SOLE   0 761,630 1,164,015
Groupon, Inc. COM 399473107 5,482 489,015 SH   DFND   489,015 0 0
HCA Holdings, Inc. COM 40412C101 7,170 167,730 SH   SOLE   0 33,115 134,615
Hain Celestial Group, Inc. COM 405217100 4,906 63,620 SH   SOLE   0 62,100 1,520
Harley-Davidson Inc. COM 412822108 6,648 103,485 SH   SOLE   0 20,535 82,950
Harley-Davidson Inc. COM 412822108 59 915 SH   DFND   915 0 0
IPG Photonics Corporation COM 44980X109 1,228 21,800 SH   DFND   21,800 0 0
Illumina, Inc. COM 452327109 4,550 56,295 SH   SOLE   0 54,990 1,305
Illumina, Inc. COM 452327109 1,196 14,800 SH   DFND   14,800 0 0
Infoblox, Inc. COM 45672H104 5,487 131,215 SH   SOLE   0 128,240 2,975
Infoblox, Inc. COM 45672H104 5,761 137,750 SH   DFND   137,750 0 0
Lam Research Corporation COM 512807108 8,932 174,460 SH   SOLE   0 34,495 139,965
LinkedIn Corporation COM 53578A108 14,762 59,995 SH   SOLE   0 17,685 42,310
LinkedIn Corporation COM 53578A108 3,813 15,495 SH   DFND   15,495 0 0
Lithia Motors, Inc. COM 536797103 4,332 59,370 SH   SOLE   0 57,950 1,420
Lithia Motors, Inc. COM 536797103 1,591 21,800 SH   DFND   21,800 0 0
Lululemon Athletica Inc COM 550021109 9,297 127,130 SH   SOLE   0 25,130 102,000
Lululemon Athletica Inc COM 550021109 84 1,145 SH   DFND   1,145 0 0
Lumber Liquidators Holdings, I COM 55003T107 699 6,550 SH   DFND   6,550 0 0
MGM Resorts International COM 552953101 6,313 308,875 SH   SOLE   0 61,125 247,750
MGM Resorts International COM 552953101 96 4,695 SH   DFND   4,695 0 0
Manitowoc Company, Inc. COM 563571108 8,213 419,890 SH   SOLE   0 84,855 335,035
Manpowergroup Inc. COM 56418H100 280 3,845 SH   SOLE   0 3,845 0
Manpowergroup Inc. COM 56418H100 5,565 76,500 SH   DFND   76,500 0 0
Medivation Inc. COM 58501N101 6,137 102,380 SH   SOLE   0 60,430 41,950
Medivation Inc. COM 58501N101 2,678 44,680 SH   DFND   44,680 0 0
Michael Kors Holdings Ltd. COM G60754101 16,249 218,045 SH   SOLE   0 76,650 141,395
Michael Kors Holdings Ltd. COM G60754101 1,940 26,030 SH   DFND   26,030 0 0
Micron Technology, Inc. COM 595112103 638 36,500 SH   DFND   36,500 0 0
Mohawk Industries, Inc. COM 608190104 14,784 113,505 SH   SOLE   0 50,765 62,740
Mohawk Industries, Inc. COM 608190104 3,065 23,535 SH   DFND   23,535 0 0
O' Reilly Automotive, Inc. COM 67103H107 10,116 79,285 SH   SOLE   0 43,080 36,205
O' Reilly Automotive, Inc. COM 67103H107 4,153 32,550 SH   DFND   32,550 0 0
Oasis Petroleum Inc. COM 674215108 5,594 113,870 SH   SOLE   0 111,095 2,775
Oasis Petroleum Inc. COM 674215108 5,104 103,885 SH   DFND   103,885 0 0
On Assignment, Inc. COM 682159108 911 27,600 SH   DFND   27,600 0 0
Pandora Media Inc. COM 698354107 3,341 132,950 SH   DFND   132,950 0 0
Parker Hannifin Corporation COM 701094104 4,441 40,850 SH   SOLE   0 39,865 985
Parker Hannifin Corporation COM 701094104 4,479 41,195 SH   DFND   41,195 0 0
Pharmacyclics, Inc. COM 716933106 19,782 143,080 SH   SOLE   0 59,900 83,180
Pharmacyclics, Inc. COM 716933106 5,573 40,310 SH   DFND   40,310 0 0
Polaris Industries Inc. COM 731068102 4,877 37,750 SH   SOLE   0 36,730 1,020
Polaris Industries Inc. COM 731068102 3,850 29,800 SH   DFND   29,800 0 0
Range Resources Corporation COM 75281A109 6,227 82,055 SH   SOLE   0 55,380 26,675
Range Resources Corporation COM 75281A109 2,216 29,200 SH   DFND   29,200 0 0
Robert Half International Inc. COM 770323103 8,606 220,505 SH   SOLE   0 43,655 176,850
Rockwell Automation, Inc. COM 773903109 9,125 85,330 SH   SOLE   0 16,830 68,500
SBA Communications Corporation COM 78388J106 255 3,175 SH   SOLE   0 3,175 0
Salesforce.com, Inc. COM 79466L302 7,160 137,935 SH   SOLE   0 27,235 110,700
Salesforce.com, Inc. COM 79466L302 82 1,580 SH   DFND   1,580 0 0
SanDisk Corp. COM 80004C101 8,596 144,450 SH   SOLE   0 69,790 74,660
SanDisk Corp. COM 80004C101 1,943 32,650 SH   DFND   32,650 0 0
Santarus Inc. COM 802817304 7,141 316,120 SH   SOLE   0 203,065 113,055
Santarus Inc. COM 802817304 2,453 108,600 SH   DFND   108,600 0 0
Sarepta Therapeutics, Inc. COM 803607100 3,707 78,490 SH   SOLE   0 15,990 62,500
Sarepta Therapeutics, Inc. COM 803607100 713 15,100 SH   DFND   15,100 0 0
Scorpio Tankers Inc. COM Y7542C106 439 45,000 SH   DFND   45,000 0 0
ServiceNow, Inc. COM 81762P102 8,649 166,480 SH   SOLE   0 32,680 133,800
ServiceNow, Inc. COM 81762P102 5,833 112,290 SH   DFND   112,290 0 0
Splunk, Inc. COM 848637104 13,949 232,330 SH   SOLE   0 101,375 130,955
Splunk, Inc. COM 848637104 5,121 85,285 SH   DFND   85,285 0 0
SunEdison, Inc. COM 86732Y109 8,448 1,059,940 SH   SOLE   0 548,745 511,195
SunEdison, Inc. COM 86732Y109 1,757 220,500 SH   DFND   220,500 0 0
SunPower Corporation COM 867652406 1,710 65,350 SH   DFND   65,350 0 0
T. Rowe Price Group Inc. COM 74144T108 2,954 41,065 SH   SOLE   0 40,130 935
Tenet Healthcare Corporation COM 88033G407 1,635 39,705 SH   SOLE   0 7,355 32,350
TripAdvisor, Inc. COM 896945201 4,293 56,610 SH   SOLE   0 55,225 1,385
TripAdvisor, Inc. COM 896945201 2,742 36,150 SH   DFND   36,150 0 0
Ulta Salon, Cosmetics & Fragra COM 90384S303 7,767 65,015 SH   SOLE   0 13,095 51,920
Ulta Salon, Cosmetics & Fragra COM 90384S303 5,089 42,600 SH   DFND   42,600 0 0
United Continental Holdings In COM 910047109 9,446 307,575 SH   SOLE   0 60,775 246,800
United Continental Holdings In COM 910047109 63 2,055 SH   DFND   2,055 0 0
United Rentals, Inc. COM 911363109 13,102 224,770 SH   SOLE   0 45,750 179,020
United Rentals, Inc. COM 911363109 105 1,800 SH   DFND   1,800 0 0
Vertex Pharmaceuticals Inc. COM 92532F100 8,589 113,285 SH   SOLE   0 24,585 88,700
Vertex Pharmaceuticals Inc. COM 92532F100 1,190 15,700 SH   DFND   15,700 0 0
Walgreen Co. COM 931422109 352 6,550 SH   SOLE   0 6,550 0
Western Alliance Bancorp COM 957638109 4,076 215,295 SH   SOLE   0 209,645 5,650
Yelp Inc. COM 985817105 5,712 86,305 SH   SOLE   0 84,300 2,005
Yelp Inc. COM 985817105 6,006 90,760 SH   DFND   90,760 0 0