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
ADTRAN Inc. ADTN COM 00738A106 7,951 426,334 SH   DFND 0 0 426,334 0
Advisory Board Company ABCO COM 00762W107 4,187 118,314 SH   DFND 0 0 118,314 0
Akorn Inc. AKRX COM 9728106 3,774 132,475 SH   DFND 0 0 132,475 0
Allergan PLC AGN COM G0177J108 12,518 54,169 SH   DFND 0 0 54,169 0
Alphabet Inc. Class C GOOG COM 02079K107 10,454 15,105 SH   DFND 0 0 15,105 0
Amazon.com Inc. AMZN COM 23135106 14,239 19,898 SH   DFND 0 0 19,898 0
American Tower Corporation AMT COM 03027X100 17,127 150,755 SH   DFND 0 0 150,755 0
Brookdale Senior Living Inc. BKD COM 112463104 2,257 146,147 SH   DFND 0 0 146,147 0
Builders FirstSource Inc. BLDR COM 12008R107 6,761 600,992 SH   DFND 0 0 600,992 0
Centene Corporation CNC COM 15135B101 11,826 165,703 SH   DFND 0 0 165,703 0
Cerus Corporation CERS COM 157085101 2,668 427,558 SH   DFND 0 0 427,558 0
Charles Schwab Corporation SCHW COM 808513105 7,446 294,190 SH   DFND 0 0 294,190 0
Check Point Software Technologies Ltd. CHKP COM M22465104 7,938 99,621 SH   DFND 0 0 99,621 0
CommVault Systems Inc. CVLT COM 204166102 9,225 213,598 SH   DFND 0 0 213,598 0
Dick's Sporting Goods Inc. DKS COM 253393102 4,027 89,371 SH   DFND 0 0 89,371 0
Dollar Tree Inc. DLTR COM 256746108 11,990 127,231 SH   DFND 0 0 127,231 0
Electronic Arts Inc. EA COM 285512109 15,648 206,543 SH   DFND 0 0 206,543 0
Electronics For Imaging Inc. EFII COM 286082102 9,864 229,171 SH   DFND 0 0 229,171 0
EPAM Systems Inc. EPAM COM 29414B104 6,283 97,700 SH   DFND 0 0 97,700 0
Fidelity National Information Services Inc. FIS COM 31620M106 15,208 206,405 SH   DFND 0 0 206,405 0
Galapagos NV GLPG-AMS COM B44170106 5,171 94,173 SH   DFND 0 0 94,173 0
Galapagos NV Sponsored ADR GLPG COM 36315X101 1,052 18,969 SH   DFND 0 0 18,969 0
Granite Construction Incorporated GVA COM 387328107 10,098 221,692 SH   DFND 0 0 221,692 0
HD Supply Holdings Inc. HDS COM 40416M105 15,076 432,978 SH   DFND 0 0 432,978 0
j2 Global Inc JCOM COM 48123V102 11,596 183,564 SH   DFND 0 0 183,564 0
Kate Spade & Co KATE COM 485865109 8,679 421,117 SH   DFND 0 0 421,117 0
Medtronic Inc. MDT COM G5960L103 17,562 202,395 SH   DFND 0 0 202,395 0
Monster Beverage Corporation MNST COM 61174X109 11,142 69,330 SH   DFND 0 0 69,330 0
NXP Semiconductors NV NXPI COM N6596X109 10,185 130,006 SH   DFND 0 0 130,006 0
Paycom Software Inc. PAYC COM 70432V102 9,221 213,396 SH   DFND 0 0 213,396 0
Planet Fitness Inc Class A PLNT COM 72703H101 6,695 354,615 SH   DFND 0 0 354,615 0
Portola Pharmaceuticals Inc. PTLA COM 737010108 5,225 221,414 SH   DFND 0 0 221,414 0
Red Hat Inc. RHT COM 756577102 15,998 220,364 SH   DFND 0 0 220,364 0
Royal Caribbean Cruises Ltd. RCL COM V7780T103 8,432 125,570 SH   DFND 0 0 125,570 0
salesforce.com inc. CRM COM 79466L302 13,115 165,158 SH   DFND 0 0 165,158 0
Shire PLC Sponsored ADR SHPG COM 82481R106 6,461 35,100 SH   DFND 0 0 35,100 0
Skechers U.S.A. Inc. Class A SKX COM 830566105 11,863 399,161 SH   DFND 0 0 399,161 0
Sonic Corp. SONC COM 835451105 7,777 287,508 SH   DFND 0 0 287,508 0
Sprouts Farmers Markets Inc. SFM COM 85208M102 13,695 598,035 SH   DFND 0 0 598,035 0
TransUnion TRU COM 89400J107 15,880 474,872 SH   DFND 0 0 474,872 0
UnitedHealth Group Incorporated UNH COM 91324P102 14,581 103,265 SH   DFND 0 0 103,265 0
VWR Corp. VWR COM 91843L103 15,731 544,312 SH   DFND 0 0 544,312 0