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
Allergan PLC AGN COM G0177J108 16,117 51,574 SH   DFND 0 0 51,574 0
Alphabet Inc. Class C GOOG COM 02079K107 16,714 22,024 SH   DFND 0 0 22,024 0
Amazon.com Inc. AMZN COM 23135106 16,634 24,610 SH   DFND 0 0 24,610 0
AMETEK Inc. AME COM 31100100 5,663 105,678 SH   DFND 0 0 105,678 0
Belden Inc. BDC COM 77454106 6,044 126,771 SH   DFND 0 0 126,771 0
Brookdale Senior Living Inc. BKD COM 112463104 8,175 442,825 SH   DFND 0 0 442,825 0
CBRE Group Inc. Class A CBG COM 12504L109 14,264 412,479 SH   DFND 0 0 412,479 0
Cerus Corporation CERS COM 157085101 5,263 832,722 SH   DFND 0 0 832,722 0
Charles Schwab Corporation SCHW COM 808513105 15,895 482,695 SH   DFND 0 0 482,695 0
Check Point Software Technologies Ltd. CHKP COM M22465104 12,295 151,081 SH   DFND 0 0 151,081 0
Cognizant Technology Solutions Corporation Class A CTSH COM 192446102 11,492 191,462 SH   DFND 0 0 191,462 0
CommVault Systems Inc. CVLT COM 204166102 8,706 221,248 SH   DFND 0 0 221,248 0
Depomed Inc. DEPO COM 249908104 3,976 219,302 SH   DFND 0 0 219,302 0
Dollar Tree Inc. DLTR COM 256746108 10,616 137,481 SH   DFND 0 0 137,481 0
Electronic Arts Inc. EA COM 285512109 13,908 202,385 SH   DFND 0 0 202,385 0
Electronics For Imaging Inc. EFII COM 286082102 11,536 246,815 SH   DFND 0 0 246,815 0
Galapagos NV GLPG-AMS COM B4413P105 3,550 57,545 SH   DFND 0 0 57,545 0
Galapagos NV Sponsored ADR GLPG COM 36315X101 808 12,849 SH   DFND 0 0 12,849 0
Gilead Sciences Inc. GILD COM 375558103 11,719 115,811 SH   DFND 0 0 115,811 0
j2 Global Inc JCOM COM 48123V102 12,967 157,524 SH   DFND 0 0 157,524 0
Lennox International Inc. LII COM 526107107 16,117 129,043 SH   DFND 0 0 129,043 0
Littelfuse Inc. LFUS COM 537008104 10,955 102,372 SH   DFND 0 0 102,372 0
Lululemon Athletica Inc LULU COM 550021109 10,556 201,185 SH   DFND 0 0 201,185 0
Medtronic Inc. MDT COM G5960L103 9,678 125,825 SH   DFND 0 0 125,825 0
Mohawk Industries Inc. MHK COM 608190104 11,424 60,320 SH   DFND 0 0 60,320 0
NXP Semiconductors NV NXPI COM N6596X109 11,504 136,546 SH   DFND 0 0 136,546 0
Paycom Software Inc. PAYC COM 70432V102 11,434 303,857 SH   DFND 0 0 303,857 0
Priceline Group Inc PCLN COM 741503403 8,899 6,980 SH   DFND 0 0 6,980 0
Red Hat Inc. RHT COM 756577102 15,131 182,719 SH   DFND 0 0 182,719 0
Restoration Hardware Holdings Inc. RH COM 761283100 8,884 111,813 SH   DFND 0 0 111,813 0
Royal Caribbean Cruises Ltd. RCL COM V7780T103 12,984 128,286 SH   DFND 0 0 128,286 0
salesforce.com inc. CRM COM 79466L302 9,770 124,618 SH   DFND 0 0 124,618 0
SBA Communications Corporation SBAC COM 78388J106 11,457 109,037 SH   DFND 0 0 109,037 0
Skechers U.S.A. Inc. Class A SKX COM 830566105 8,748 289,575 SH   DFND 0 0 289,575 0
Sonic Corp. SONC COM 835451105 11,799 365,190 SH   DFND 0 0 365,190 0
Sprouts Farmers Markets Inc. SFM COM 85208M102 12,621 474,638 SH   DFND 0 0 474,638 0
SS&C Technologies Inc. SSNC COM 78467J100 7,683 112,543 SH   DFND 0 0 112,543 0
TransUnion TRU COM 89400J107 10,427 378,214 SH   DFND 0 0 378,214 0
UnitedHealth Group Incorporated UNH COM 91324P102 5,800 49,300 SH   DFND 0 0 49,300 0
VWR Corp. VWR COM 91843L103 11,221 396,349 SH   DFND 0 0 396,349 0