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
AFFILIATED MANAGERS GROUP INC CMN COM 008252108 9,336 43,046 SH   DFND 0 0 43,046 0
AKORN INC CMN COM 009728106 7,410 300,963 SH   DFND 0 0 300,963 0
ALERE INC CMN COM 01449J105 9,010 248,901 SH   DFND 0 0 248,901 0
ALLIANCE DATA SYSTEMS CORPORAT*ION CMN COM 018581108 9,173 34,888 SH   DFND 0 0 34,888 0
AMAZON.COM INC CMN COM 023135106 6,101 15,300 SH   DFND 0 0 15,300 0
B/E AEROSPACE INC CMN COM 073302101 9,952 114,350 SH   DFND 0 0 114,350 0
BELDEN INC CMN COM 077454106 8,176 116,051 SH   DFND 0 0 116,051 0
BROOKDALE SENIOR LIVING, INC. CMN COM 112463104 10,111 371,988 SH   DFND 0 0 371,988 0
CARMAX, INC. CMN COM 143130102 6,233 132,550 SH   DFND 0 0 132,550 0
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A COM 192446102 8,113 80,341 SH   DFND 0 0 80,341 0
CONNS, INC. CMN COM 208242107 8,872 112,735 SH   DFND 0 0 112,735 0
CUBIST PHARMACEUTICALS, INC. CMN COM 229678107 5,434 78,900 SH   DFND 0 0 78,900 0
EPAM SYS INC CMN COM 29414B104 7,397 211,693 SH   DFND 0 0 211,693 0
FACEBOOK, INC. CMN CLASS A COM 30303M102 7,618 139,400 SH   DFND 0 0 139,400 0
GILEAD SCIENCES CMN COM 375558103 9,291 123,710 SH   DFND 0 0 123,710 0
GNC HOLDINGS INC. CMN CLASS A COM 36191G107 11,523 197,138 SH   DFND 0 0 197,138 0
HOMEAWAY INC CMN COM 43739Q100 5,212 127,507 SH   DFND 0 0 127,507 0
INTUIT INC CMN COM 461202103 7,197 94,300 SH   DFND 0 0 94,300 0
JPMORGAN CHASE & CO CMN COM 46625H100 5,550 94,900 SH   DFND 0 0 94,900 0
MASTERCARD INCORPORATED CMN CLASS A COM 57636Q104 5,940 7,110 SH   DFND 0 0 7,110 0
MICHAEL KORS HOLDINGS LIMITED CMN COM G60754101 7,307 90,000 SH   DFND 0 0 90,000 0
MICROCHIP TECHNOLOGY CMN COM 595017104 8,596 192,100 SH   DFND 0 0 192,100 0
MICROSOFT CORPORATION CMN COM 594918104 5,941 158,800 SH   DFND 0 0 158,800 0
MONSANTO COMPANY CMN COM 61166W101 8,904 76,400 SH   DFND 0 0 76,400 0
MONSTER BEVERAGE CORP CMN COM 611740101 8,231 121,459 SH   DFND 0 0 121,459 0
MOODYS CORP CMN COM 615369105 8,082 103,000 SH   DFND 0 0 103,000 0
PERRIGO CO PLC CMN COM G97822103 6,794 44,273 SH   DFND 0 0 44,273 0
PRECISION CASTPARTS CORP. CMN COM 740189105 6,607 24,534 SH   DFND 0 0 24,534 0
PROOFPOINT INC CMN COM 743424103 6,566 197,954 SH   DFND 0 0 197,954 0
QUALCOMM INC CMN COM 747525103 7,447 100,290 SH   DFND 0 0 100,290 0
SANDISK CORP CMN COM 80004C101 5,798 82,200 SH   DFND 0 0 82,200 0
SBA COMMUNICATIONS CORP CMN COM 78388J106 10,592 117,900 SH   DFND 0 0 117,900 0
TECHNE CORP CMN COM 878377100 5,302 56,008 SH   DFND 0 0 56,008 0
THERMO FISHER SCIENTIFIC INC CMN COM 883556102 8,786 78,900 SH   DFND 0 0 78,900 0
TILE SHOP HLDGS INC CMN COM 88677Q109 4,935 273,092 SH   DFND 0 0 273,092 0
VISA INC. CMN CLASS A COM 92826C839 3,201 14,375 SH   DFND 0 0 14,375 0
WEB.COM GROUP, INC CMN COM 94733A104 7,403 232,865 SH   DFND 0 0 232,865 0
WHIRLPOOL CORP. CMN COM 963320106 11,569 73,756 SH   DFND 0 0 73,756 0