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 |
| Affiliated Managers Group Inc. AMG | COM | 008252108 | 1,984 | 13,655 | SH | DFND | 0 | 0 | 13,655 | 0 | |
| Allergan plc AGN | COM | G0177J108 | 1,349 | 6,425 | SH | DFND | 0 | 0 | 6,425 | 0 | |
| Amazon.com Inc. AMZN | COM | 023135106 | 3,506 | 4,676 | SH | DFND | 0 | 0 | 4,676 | 0 | |
| American Tower Corporation AMT | COM | 03027X100 | 3,832 | 36,260 | SH | DFND | 0 | 0 | 36,260 | 0 | |
| Apple Inc. AAPL | COM | 037833100 | 4,846 | 41,845 | SH | DFND | 0 | 0 | 41,845 | 0 | |
| Avnet Inc. AVT | COM | 053807103 | 2,073 | 43,544 | SH | DFND | 0 | 0 | 43,544 | 0 | |
| Bristol-Myers Squibb Company BMY | COM | 110122108 | 437 | 7,700 | SH | DFND | 0 | 0 | 7,700 | 0 | |
| Builders FirstSource Inc. BLDR | COM | 12008R107 | 4,508 | 410,918 | SH | DFND | 0 | 0 | 410,918 | 0 | |
| CEB Inc. CEB | COM | 125134106 | 2,804 | 46,270 | SH | DFND | 0 | 0 | 46,270 | 0 | |
| Centene Corporation CNC | COM | 15135B101 | 950 | 16,815 | SH | DFND | 0 | 0 | 16,815 | 0 | |
| Cerus Corporation CERS | COM | 157085101 | 281 | 64,548 | SH | DFND | 0 | 0 | 64,548 | 0 | |
| Charles Schwab Corporation SCHW | COM | 808513105 | 1,544 | 39,130 | SH | DFND | 0 | 0 | 39,130 | 0 | |
| CommVault Systems Inc. CVLT | COM | 204166102 | 3,385 | 65,863 | SH | DFND | 0 | 0 | 65,863 | 0 | |
| Dell Technologies Inc. Class V DVMT | COM | 24703L103 | 3,007 | 54,700 | SH | DFND | 0 | 0 | 54,700 | 0 | |
| Dick's Sporting Goods Inc. DKS | COM | 253393102 | 2,585 | 48,678 | SH | DFND | 0 | 0 | 48,678 | 0 | |
| Dollar Tree Inc. DLTR | COM | 256746108 | 859 | 10,850 | SH | DFND | 0 | 0 | 10,850 | 0 | |
| Dycom Industries Inc. DY | COM | 267475101 | 2,861 | 35,635 | SH | DFND | 0 | 0 | 35,635 | 0 | |
| Electronic Arts Inc. EA | COM | 285512109 | 4,488 | 56,983 | SH | DFND | 0 | 0 | 56,983 | 0 | |
| Electronics For Imaging Inc. EFII | COM | 286082102 | 2,377 | 54,196 | SH | DFND | 0 | 0 | 54,196 | 0 | |
| EPAM Systems Inc. EPAM | COM | 29414B104 | 1,125 | 17,900 | SH | DFND | 0 | 0 | 17,900 | 0 | |
| Facebook Inc. Class A FB | COM | 30303M102 | 4,406 | 38,300 | SH | DFND | 0 | 0 | 38,300 | 0 | |
| Fidelity National Information Services Inc. FIS | COM | 31620M106 | 5,631 | 74,440 | SH | DFND | 0 | 0 | 74,440 | 0 | |
| Financial Select Sector SPDR Fund XLF | COM | 81369Y605 | 1,876 | 80,700 | SH | DFND | 0 | 0 | 80,700 | 0 | |
| Galapagos NV GLPG-AMS | COM | B44170106 | 816 | 12,732 | SH | DFND | 0 | 0 | 12,732 | 0 | |
| Galapagos NV Sponsored ADR GLPG | COM | 36315X101 | 214 | 3,649 | SH | DFND | 0 | 0 | 3,649 | 0 | |
| Granite Construction Incorporated GVA | COM | 387328107 | 3,270 | 59,452 | SH | DFND | 0 | 0 | 59,452 | 0 | |
| HD Supply Holdings Inc. HDS | COM | 40416M105 | 6,807 | 160,128 | SH | DFND | 0 | 0 | 160,128 | 0 | |
| Interxion Holding N.V. INXN | COM | N47279109 | 3,719 | 106,048 | SH | DFND | 0 | 0 | 106,048 | 0 | |
| j2 Global Inc JCOM | COM | 48123V102 | 4,411 | 53,924 | SH | DFND | 0 | 0 | 53,924 | 0 | |
| Kennametal Inc. KMT | COM | 489170100 | 3,009 | 96,262 | SH | DFND | 0 | 0 | 96,262 | 0 | |
| Medtronic Inc. MDT | COM | G5960L103 | 5,024 | 70,538 | SH | DFND | 0 | 0 | 70,538 | 0 | |
| Microchip Technology Incorporated MCHP | COM | 595017104 | 436 | 6,800 | SH | DFND | 0 | 0 | 6,800 | 0 | |
| Monsanto Company MON | COM | 61166W101 | 317 | 3,200 | SH | DFND | 0 | 0 | 3,200 | 0 | |
| Monster Beverage Corporation MNST | COM | 61174X109 | 783 | 17,685 | SH | DFND | 0 | 0 | 17,685 | 0 | |
| NXP Semiconductors NV NXPI | COM | N6596X109 | 3,038 | 30,996 | SH | DFND | 0 | 0 | 30,996 | 0 | |
| Planet Fitness Inc. Class A PLNT | COM | 72703H101 | 3,216 | 160,002 | SH | DFND | 0 | 0 | 160,002 | 0 | |
| Portola Pharmaceuticals Inc. PTLA | COM | 737010108 | 301 | 16,200 | SH | DFND | 0 | 0 | 16,200 | 0 | |
| Quanta Services Inc. PWR | COM | 74762E102 | 4,730 | 135,730 | SH | DFND | 0 | 0 | 135,730 | 0 | |
| Red Hat Inc. RHT | COM | 756577102 | 1,528 | 21,769 | SH | DFND | 0 | 0 | 21,769 | 0 | |
| Roche Holding Ltd Sponsored ADR RHHBY | COM | 771195104 | 1,355 | 47,500 | SH | DFND | 0 | 0 | 47,500 | 0 | |
| salesforce.com inc. CRM | COM | 79466L302 | 2,871 | 41,933 | SH | DFND | 0 | 0 | 41,933 | 0 | |
| Shire PLC Sponsored ADR SHPG | COM | 82481R106 | 3,392 | 19,910 | SH | DFND | 0 | 0 | 19,910 | 0 | |
| SPDR KBW REGIONAL BANKING ET EQUITY HEDGEFUND 0.0 | COM | 78464A698 | 1,022 | 18,400 | SH | DFND | 0 | 0 | 18,400 | 0 | |
| Starbucks Corporation SBUX | COM | 855244109 | 3,351 | 60,360 | SH | DFND | 0 | 0 | 60,360 | 0 | |
| Summit Materials Inc. Class A SUM | COM | 86614U100 | 2,611 | 109,767 | SH | DFND | 0 | 0 | 109,767 | 0 | |
| Total System Services Inc. TSS | COM | 891906109 | 5,125 | 104,525 | SH | DFND | 0 | 0 | 104,525 | 0 | |
| TransUnion TRU | COM | 89400J107 | 3,322 | 107,391 | SH | DFND | 0 | 0 | 107,391 | 0 | |
| UnitedHealth Group Incorporated UNH | COM | 91324P102 | 4,715 | 29,460 | SH | DFND | 0 | 0 | 29,460 | 0 | |
| VWR Corp. VWR | COM | 91843L103 | 4,327 | 172,885 | SH | DFND | 0 | 0 | 172,885 | 0 | |