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
AEROFLEX HLDG CORP COM 007767106 32,582 4,129,508 SH   DFND 1,3,4 4,129,508 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 192,078 4,297,048 SH   DFND 1,2,3,4 4,297,048 0 0
AMGEN INC COM 031162100 15,292 155,000 SH   DFND 1,2,4 155,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 122,143 6,999,600 SH   DFND 1,2,3,4 6,999,600 0 0
BIOSCRIP INC COM 09069N108 27,031 1,638,263 SH   DFND 1,3,4 1,638,263 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 105,258 3,032,500 SH   DFND 1,2,3,4 3,032,500 0 0
BROADCOM CORP CL A 111320107 24,332 720,000 SH   DFND 1,2,4 720,000 0 0
CANADIAN NAT RES LTD COM 136385101 31,086 1,100,000 SH   DFND 1,2,4 1,100,000 0 0
CARTER INC COM 146229109 202,952 2,740,000 SH   DFND 1,2,3,4 2,740,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 152,069 5,478,000 SH   DFND 1,2,3,4 5,478,000 0 0
CITIGROUP INC COM NEW 172967424 122,775 2,559,422 SH   DFND 1,2,3,4 2,559,422 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 85,504 1,365,000 SH   DFND 2,4 1,365,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 64,386 1,235,340 SH   DFND 1,2,3,4 1,235,340 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 323,257 2,675,972 SH   DFND 1,2,3,4 2,675,972 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,489 260,000 SH   DFND 1,2,4 260,000 0 0
DOLLAR GEN CORP NEW COM 256677105 181,337 3,595,816 SH   DFND 1,2,3,4 3,595,816 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 41,618 971,473 SH   DFND 2,4 971,473 0 0
FLUOR CORP NEW COM 343412102 32,443 547,000 SH   DFND 1,2,4 547,000 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 46,071 1,514,011 SH   DFND 1,2,4 1,514,011 0 0
FOSTER WHEELER AG COM H27178104 19,213 885,000 SH   DFND 1,2,4 885,000 0 0
HOLLYFRONTIER CORP COM 436106108 73,539 1,719,000 SH   DFND 2,4 1,719,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 233,238 4,129,567 SH   DFND 1,2,3,4 4,129,567 0 0
MRC GLOBAL INC COM 55345K103 182,844 6,619,971 SH   DFND 1,2,3,4 6,619,971 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 77,865 1,932,130 SH   DFND 1,3,4 1,932,130 0 0
MCDERMOTT INTL INC COM 580037109 4,090 500,000 SH   DFND 1,2,4 500,000 0 0
MIDDLEBY CORP COM 596278101 46,910 275,796 SH   DFND 3,4 275,796 0 0
NVR INC COM 62944T105 239,076 259,302 SH   DFND 1,2,3,4 259,302 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,354 60,000 SH   DFND 1,2,4 60,000 0 0
OWENS CORNING NEW COM 690742101 128,769 3,295,000 SH   DFND 1,2,3,4 3,295,000 0 0
PHH CORP COM NEW 693320202 48,577 2,383,580 SH   DFND 2,4 2,383,580 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 4,105 280,000 SH   DFND 1,2,4 280,000 0 0
PRICELINE COM INC COM NEW 741503403 272,636 329,800 SH   DFND 1,2,3,4 329,800 0 0
QUEST DIAGNOSTICS INC COM 74834L100 31,370 517,400 SH   DFND 1,2,4 517,400 0 0
RANGE RES CORP COM 75281A109 134,901 1,744,716 SH   DFND 1,2,4 1,744,716 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 218,254 7,017,817 SH   DFND 1,2,3,4 7,017,817 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 217,148 6,222,004 SH   DFND 1,2,3,4 6,222,004 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 169,273 4,121,581 SH   DFND 1,2,3,4 4,121,581 0 0
TEREX CORP NEW COM 880779103 211,151 8,028,569 SH   DFND 1,2,3,4 8,028,569 0 0
TRANSDIGM GROUP INC COM 893641100 337,480 2,152,710 SH   DFND 1,2,3,4 2,152,710 0 0
TRIPADVISOR INC COM 896945201 208,674 3,428,198 SH   DFND 1,2,3,4 3,428,198 0 0
UNION PAC CORP COM 907818108 134,881 874,263 SH   DFND 1,2,3,4 874,263 0 0
UNITEDHEALTH GROUP INC COM 91324P102 103,153 1,575,331 SH   DFND 1,2,4 1,575,331 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 33,401 1,133,021 SH   DFND 1,3,4 1,133,021 0 0
VIVUS INC COM 928551100 9,253 735,504 SH   DFND 1,2,4 735,504 0 0
WABCO HLDGS INC COM 92927K102 225,099 3,013,771 SH   DFND 1,2,3,4 3,013,771 0 0
WESCO INTL INC COM 95082P105 187,184 2,754,324 SH   DFND 1,2,3,4 2,754,324 0 0