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 5,403 23,459 SH   DFND 0 0 23,459 0
Amazon.com Inc. AMZN COM 23135106 15,285 18,255 SH   DFND 0 0 18,255 0
American Tower Corporation AMT COM 03027X100 12,857 113,445 SH   DFND 0 0 113,445 0
Apple Inc. AAPL COM 37833100 12,313 108,915 SH   DFND 0 0 108,915 0
Bristol-Myers Squibb Company BMY COM 110122108 3,297 61,145 SH   DFND 0 0 61,145 0
Builders FirstSource Inc. BLDR COM 12008R107 9,093 790,009 SH   DFND 0 0 790,009 0
Centene Corporation CNC COM 15135B101 8,990 134,264 SH   DFND 0 0 134,264 0
Cerus Corporation CERS COM 157085101 1,354 218,049 SH   DFND 0 0 218,049 0
CommVault Systems Inc. CVLT COM 204166102 9,779 184,063 SH   DFND 0 0 184,063 0
Dick's Sporting Goods Inc. DKS COM 253393102 11,572 204,026 SH   DFND 0 0 204,026 0
Dollar Tree Inc. DLTR COM 256746108 6,789 86,009 SH   DFND 0 0 86,009 0
Electronic Arts Inc. EA COM 285512109 16,144 189,043 SH   DFND 0 0 189,043 0
Electronics For Imaging Inc. EFII COM 286082102 8,979 183,546 SH   DFND 0 0 183,546 0
EPAM Systems Inc. EPAM COM 29414B104 8,747 126,195 SH   DFND 0 0 126,195 0
Facebook Inc. Class A FB COM 30303M102 14,555 113,470 SH   DFND 0 0 113,470 0
Fidelity National Information Services Inc. FIS COM 31620M106 15,067 195,595 SH   DFND 0 0 195,595 0
Galapagos NV GLPG-AMS COM B44170106 2,899 45,127 SH   DFND 0 0 45,127 0
Galapagos NV Sponsored ADR GLPG COM 36315X101 236 3,649 SH   DFND 0 0 3,649 0
Granite Construction Incorporated GVA COM 387328107 10,034 201,722 SH   DFND 0 0 201,722 0
HD Supply Holdings Inc. HDS COM 40416M105 13,914 435,093 SH   DFND 0 0 435,093 0
Interxion Holding N.V. INXN COM N47279109 9,445 260,771 SH   DFND 0 0 260,771 0
j2 Global Inc JCOM COM 48123V102 10,269 154,159 SH   DFND 0 0 154,159 0
Kennametal Inc. KMT COM 489170100 9,199 316,976 SH   DFND 0 0 316,976 0
Medtronic Inc. MDT COM G5960L103 16,613 192,276 SH   DFND 0 0 192,276 0
Monsanto Company MON COM 61166W101 3,393 33,200 SH   DFND 0 0 33,200 0
Monster Beverage Corporation MNST COM 61174X109 9,514 64,805 SH   DFND 0 0 64,805 0
NXP Semiconductors NV NXPI COM N6596X109 12,116 118,776 SH   DFND 0 0 118,776 0
Planet Fitness Inc. Class A PLNT COM 72703H101 5,221 260,137 SH   DFND 0 0 260,137 0
Portola Pharmaceuticals Inc. PTLA COM 737010108 3,639 160,229 SH   DFND 0 0 160,229 0
Quanta Services Inc. PWR COM 74762E102 11,548 412,565 SH   DFND 0 0 412,565 0
Red Hat Inc. RHT COM 756577102 14,018 173,428 SH   DFND 0 0 173,428 0
Royal Caribbean Cruises Ltd. RCL COM V7780T103 6,579 87,784 SH   DFND 0 0 87,784 0
salesforce.com inc. CRM COM 79466L302 9,600 134,583 SH   DFND 0 0 134,583 0
Shire PLC Sponsored ADR SHPG COM 82481R106 13,203 68,105 SH   DFND 0 0 68,105 0
Sprouts Farmers Markets Inc. SFM COM 85208M102 2,604 126,125 SH   DFND 0 0 126,125 0
TransUnion TRU COM 89400J107 10,045 291,155 SH   DFND 0 0 291,155 0
UnitedHealth Group Incorporated UNH COM 91324P102 11,218 80,125 SH   DFND 0 0 80,125 0
VWR Corp. VWR COM 91843L103 12,768 450,202 SH   DFND 0 0 450,202 0