The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 135,683 | 2,713,123 | SH | DFND | 1,2,3,4 | 2,713,123 | 0 | 0 | |
| AMGEN INC | COM | 031162100 | 18,501 | 150,000 | SH | DFND | 1,2,4 | 150,000 | 0 | 0 | |
| ASCENA RETAIL GROUP INC | COM | 04351G101 | 134,468 | 7,781,700 | SH | DFND | 1,2,3,4 | 7,781,700 | 0 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 167,422 | 4,280,800 | SH | DFND | 1,2,3,4 | 4,280,800 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 24,861 | 790,000 | SH | DFND | 2,4 | 790,000 | 0 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 35,684 | 930,000 | SH | DFND | 1,2,4 | 930,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 247,269 | 3,184,400 | SH | DFND | 1,2,3,4 | 3,184,400 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 196,541 | 3,550,885 | SH | DFND | 1,2,3,4 | 3,550,885 | 0 | 0 | |
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 16,801 | 778,186 | SH | DFND | 1,2,3,4 | 778,186 | 0 | 0 | |
| CITRIX SYS INC | COM | 177376100 | 12,350 | 215,000 | SH | DFND | 1,2,4 | 215,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 161,151 | 3,184,800 | SH | DFND | 1,2,3,4 | 3,184,800 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 271,018 | 3,189,567 | SH | DFND | 1,2,3,4 | 3,189,567 | 0 | 0 | |
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 250,469 | 3,637,892 | SH | DFND | 1,2,3,4 | 3,637,892 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 23,426 | 350,000 | SH | DFND | 2,4 | 350,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 89,885 | 1,620,140 | SH | DFND | 2,3,4 | 1,620,140 | 0 | 0 | |
| EPAM SYS INC | COM | 29414B104 | 73,766 | 2,242,119 | SH | DFND | 1,2,3,4 | 2,242,119 | 0 | 0 | |
| FLUOR CORP NEW | COM | 343412102 | 32,258 | 415,000 | SH | DFND | 2,4 | 415,000 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 34,105 | 1,100,872 | SH | DFND | 1,2,4 | 1,100,872 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 50,192 | 1,376,623 | SH | DFND | 1,2,4 | 1,376,623 | 0 | 0 | |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 236,436 | 2,312,105 | SH | DFND | 1,2,3,4 | 2,312,105 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 219,619 | 2,523,201 | SH | DFND | 1,2,3,4 | 2,523,201 | 0 | 0 | |
| MATTRESS FIRM HLDG CORP | COM | 57722W106 | 69,581 | 1,454,755 | SH | DFND | 1,3,4 | 1,454,755 | 0 | 0 | |
| MCDERMOTT INTL INC | COM | 580037109 | 8,055 | 1,030,000 | SH | DFND | 1,2,4 | 1,030,000 | 0 | 0 | |
| MIDDLEBY CORP | COM | 596278101 | 48,693 | 184,296 | SH | DFND | 1,2,3,4 | 184,296 | 0 | 0 | |
| MRC GLOBAL INC | COM | 55345K103 | 132,945 | 4,931,187 | SH | DFND | 1,2,3,4 | 4,931,187 | 0 | 0 | |
| NVR INC | COM | 62944T105 | 281,935 | 245,802 | SH | DFND | 1,2,3,4 | 245,802 | 0 | 0 | |
| OCWEN FINL CORP | COM NEW | 675746309 | 169,519 | 4,326,681 | SH | DFND | 1,2,3,4 | 4,326,681 | 0 | 0 | |
| OWENS CORNING NEW | COM | 690742101 | 146,653 | 3,397,100 | SH | DFND | 1,2,3,4 | 3,397,100 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 8,322 | 600,000 | SH | DFND | 1,2,4 | 600,000 | 0 | 0 | |
| PRICELINE COM INC | COM NEW | 741503403 | 347,840 | 291,839 | SH | DFND | 1,2,3,4 | 291,839 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 123,876 | 1,493,016 | SH | DFND | 1,2,4 | 1,493,016 | 0 | 0 | |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 128,786 | 4,700,217 | SH | DFND | 1,2,3,4 | 4,700,217 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 162,797 | 3,817,938 | SH | DFND | 1,2,3,4 | 3,817,938 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 157,603 | 1,488,785 | SH | DFND | 1,2,3,4 | 1,488,785 | 0 | 0 | |
| TAYLOR MORRISON HOME CORP | CL A | 87724P106 | 58,995 | 2,510,407 | SH | DFND | 1,2,4 | 2,510,407 | 0 | 0 | |
| TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 200,594 | 4,482,541 | SH | DFND | 1,2,3,4 | 4,482,541 | 0 | 0 | |
| TEREX CORP NEW | COM | 880779103 | 211,137 | 4,766,069 | SH | DFND | 1,2,3,4 | 4,766,069 | 0 | 0 | |
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 2,642 | 50,000 | SH | DFND | 1,2,4 | 50,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 421,165 | 2,274,110 | SH | DFND | 1,2,3,4 | 2,274,110 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 111,739 | 1,233,461 | SH | DFND | 1,2,3,4 | 1,233,461 | 0 | 0 | |
| UNIVERSAL STAINLESS & ALLOY | COM | 913837100 | 38,600 | 1,143,021 | SH | DFND | 1,3,4 | 1,143,021 | 0 | 0 | |
| VIVUS INC | COM | 928551100 | 3,505 | 590,000 | SH | DFND | 1,2,4 | 590,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 272,764 | 2,583,971 | SH | DFND | 1,2,3,4 | 2,583,971 | 0 | 0 | |
| WESCO INTL INC | COM | 95082P105 | 133,993 | 1,610,108 | SH | DFND | 1,2,3,4 | 1,610,108 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 204,518 | 2,236,885 | SH | DFND | 1,2,3,4 | 2,236,885 | 0 | 0 | |