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 24,779 3,519,689 SH   DFND 1,3,4 3,519,689 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 205,625 4,228,348 SH   DFND 1,2,3,4 4,228,348 0 0
AMGEN INC COM 031162100 10,073 90,000 SH   DFND 2,4 90,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 160,727 8,064,600 SH   DFND 1,2,3,4 8,064,600 0 0
BIOSCRIP INC COM 09069N108 31,115 3,543,900 SH   DFND 1,3,4 3,543,900 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 108,056 3,015,800 SH   DFND 1,2,3,4 3,015,800 0 0
BROADCOM CORP CL A 111320107 16,393 630,000 SH   DFND 2,4 630,000 0 0
CANADIAN NAT RES LTD COM 136385101 28,252 898,600 SH   DFND 1,2,4 898,600 0 0
CARTER INC COM 146229109 207,134 2,729,400 SH   DFND 1,2,3,4 2,729,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 186,305 5,457,100 SH   DFND 1,2,3,4 5,457,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 182,594 2,223,500 SH   DFND 1,2,3,4 2,223,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 188,718 3,287,767 SH   DFND 1,2,3,4 3,287,767 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 272,681 4,792,290 SH   DFND 1,2,3,4 4,792,290 0 0
DEVON ENERGY CORP NEW COM 25179M103 22,238 385,000 SH   DFND 2,4 385,000 0 0
DOLLAR GEN CORP NEW COM 256677105 219,229 3,882,916 SH   DFND 1,2,3,4 3,882,916 0 0
EPAM SYS INC COM 29414B104 31,779 921,122 SH   DFND 1,3,4 921,122 0 0
FLUOR CORP NEW COM 343412102 35,111 494,800 SH   DFND 1,2,4 494,800 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 38,159 1,412,772 SH   DFND 1,2,4 1,412,772 0 0
FOSTER WHEELER AG COM H27178104 22,724 862,700 SH   DFND 1,2,4 862,700 0 0
HOLLYFRONTIER CORP COM 436106108 80,388 1,909,000 SH   DFND 2,4 1,909,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 256,445 3,804,828 SH   DFND 1,2,3,4 3,804,828 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 52,688 1,656,337 SH   DFND 1,3,4 1,656,337 0 0
MCDERMOTT INTL INC COM 580037109 3,696 497,500 SH   DFND 1,2,4 497,500 0 0
MIDDLEBY CORP COM 596278101 58,139 278,296 SH   DFND 1,2,3,4 278,296 0 0
MRC GLOBAL INC COM 55345K103 176,847 6,598,771 SH   DFND 1,2,3,4 6,598,771 0 0
NVR INC COM 62944T105 233,017 253,502 SH   DFND 1,2,3,4 253,502 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 7,483 80,000 SH   DFND 2,4 80,000 0 0
OWENS CORNING NEW COM 690742101 124,673 3,282,600 SH   DFND 1,2,3,4 3,282,600 0 0
PENN NATL GAMING INC COM 707569109 54,164 978,400 SH   DFND 1,2,4 978,400 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 10,075 602,200 SH   DFND 1,2,4 602,200 0 0
PRICELINE COM INC COM NEW 741503403 324,251 320,739 SH   DFND 1,2,3,4 320,739 0 0
QUEST DIAGNOSTICS INC COM 74834L100 26,304 425,700 SH   DFND 1,2,4 425,700 0 0
RANGE RES CORP COM 75281A109 126,844 1,671,416 SH   DFND 1,2,4 1,671,416 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 181,310 6,930,817 SH   DFND 1,2,3,4 6,930,817 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 191,880 5,013,848 SH   DFND 1,2,3,4 5,013,848 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 36,509 1,611,869 SH   DFND 1,2,4 1,611,869 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 155,770 4,105,681 SH   DFND 1,2,3,4 4,105,681 0 0
TEREX CORP NEW COM 880779103 216,121 6,432,169 SH   DFND 1,2,3,4 6,432,169 0 0
TRANSDIGM GROUP INC COM 893641100 294,406 2,122,610 SH   DFND 1,2,3,4 2,122,610 0 0
TRIPADVISOR INC COM 896945201 195,709 2,580,554 SH   DFND 1,2,3,4 2,580,554 0 0
UNION PAC CORP COM 907818108 106,889 688,099 SH   DFND 1,2,4 688,099 0 0
UNITEDHEALTH GROUP INC COM 91324P102 85,814 1,198,352 SH   DFND 2,4 1,198,352 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 36,794 1,143,021 SH   DFND 1,3,4 1,143,021 0 0
VIVUS INC COM 928551100 6,616 711,400 SH   DFND 1,2,4 711,400 0 0
WABCO HLDGS INC COM 92927K102 253,056 3,003,271 SH   DFND 1,2,3,4 3,003,271 0 0
WESCO INTL INC COM 95082P105 165,491 2,162,435 SH   DFND 1,2,3,4 2,162,435 0 0
WORKDAY INC CL A 98138H101 127,797 1,579,100 SH   DFND 1,2,3,4 1,579,100 0 0