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
ACTAVIS PLC SHS G0083B108 17,529 104,342 SH   DFND   0 104,342 0
ADOBE SYS INC COM 00724F101 11,321 189,066 SH   DFND   0 189,066 0
AGILENT TECHNOLOGIES INC COM 00846U101 20,405 356,789 SH   DFND   0 356,789 0
ALLERGAN INC COM 018490102 3,091 27,829 SH   DFND   0 27,829 0
AMAZON COM INC COM 023135106 21,049 52,783 SH   DFND   0 52,783 0
AMERICAN TOWER CORP NEW COM 03027X100 12,121 151,859 SH   DFND   0 151,859 0
ANACOR PHARMACEUTICALS INC COM 032420101 559 33,292 SH   DFND   0 33,292 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 1,270 61,276 SH   DFND   0 61,276 0
BAIDU INC SPON ADR REP A 056752108 6,222 34,981 SH   DFND   0 34,981 0
BLUEBIRD BIO INC COM 09609G100 195 9,292 SH   DFND   0 9,292 0
BRISTOL MYERS SQUIBB CO COM 110122108 253 179,500 SH Call DFND   0 179,500 0
BRISTOL MYERS SQUIBB CO COM 110122108 35,228 662,798 SH   DFND   0 662,798 0
BRUKER CORP COM 116794108 617 31,222 SH   DFND   0 31,222 0
CABOT OIL & GAS CORP COM 127097103 6,921 178,548 SH   DFND   0 178,548 0
CBS CORP NEW CL B 124857202 4,243 66,569 SH   DFND   0 66,569 0
CLOVIS ONCOLOGY INC COM 189464100 12,091 200,617 SH   DFND   0 200,617 0
CME GROUP INC COM 12572Q105 7,256 92,475 SH   DFND   0 92,475 0
COOPER COS INC COM NEW 216648402 747 6,029 SH   DFND   0 6,029 0
CROWN CASTLE INTL CORP COM 228227104 10,600 144,357 SH   DFND   0 144,357 0
CUMMINS INC COM 231021106 7,522 53,361 SH   DFND   0 53,361 0
DENDREON CORP NOTE 2.875% 1/1 24823QAC1 3,390 5,246,000 PRN   DFND   0 5,246,000 0
DENDREON CORP COM 24823Q107 458 153,234 SH   DFND   0 153,234 0
DOLLAR GEN CORP NEW COM 256677105 8,037 133,245 SH   DFND   0 133,245 0
EATON CORP PLC SHS G29183103 12,598 165,504 SH   DFND   0 165,504 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 6,980 103,467 SH   DFND   0 103,467 0
FACEBOOK INC CL A 30303M102 11,386 208,343 SH   DFND   0 208,343 0
GILEAD SCIENCES INC COM 375558103 23,900 318,246 SH   DFND   0 318,246 0
GOOGLE INC CL A 38259P508 26,845 23,954 SH   DFND   0 23,954 0
HCA HOLDINGS INC COM 40412C101 14,535 304,646 SH   DFND   0 304,646 0
HEALTH NET INC COM 42222G108 4,240 142,891 SH   DFND   0 142,891 0
HUMANA INC COM 444859102 431 4,178 SH   DFND   0 4,178 0
ILLUMINA INC COM 452327109 328 2,966 SH   DFND   0 2,966 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 662 30,128 SH   DFND   0 23,941 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 982 26,295 SH   DFND   0 26,295 0
MACROGENICS INC COM 556099109 74 2,684 SH   DFND   0 2,684 0
MARATHON PETE CORP COM 56585A102 5,616 61,219 SH   DFND   0 61,219 0
MCGRAW HILL FINL INC COM 580645109 5,324 68,082 SH   DFND   0 68,082 0
MCKESSON CORP COM 58155Q103 598 3,702 SH   DFND   0 3,702 0
MEDICINES CO COM 584688105 4,015 103,974 SH   DFND   0 103,974 0
MEDIVATION INC COM 58501N101 14,039 219,981 SH   DFND   0 219,981 0
MYRIAD GENETICS INC COM 62855J104 269 12,813 SH   DFND   0 12,813 0
NETFLIX INC COM 64110L106 4,079 11,079 SH   DFND   0 11,079 0
OMNICARE INC COM 681904108 236 3,902 SH   DFND   0 3,902 0
OREXIGEN THERAPEUTICS INC COM 686164104 1,352 240,221 SH   DFND   0 240,221 0
PFIZER INC COM 717081103 806 26,324 SH   DFND   0 26,324 0
PRECISION CASTPARTS CORP COM 740189105 16,170 60,043 SH   DFND   0 60,043 0
REGENERON PHARMACEUTICALS COM 75886F107 424 1,542 SH   DFND   0 1,542 0
RELYPSA INC COM 759531106 253 10,134 SH   DFND   0 10,134 0
REPROS THERAPEUTICS INC COM NEW 76028H209 890 48,607 SH   DFND   0 48,607 0
SALESFORCE COM INC COM 79466L302 9,946 180,207 SH   DFND   0 180,207 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 25,409 319,810 SH   DFND   0 319,810 0
SURGICAL CARE AFFILIATES INC COM 86881L106 238 6,824 SH   DFND   0 6,824 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,243 29,507 SH   DFND   0 29,507 0
TESORO CORP COM 881609101 11,983 204,839 SH   DFND   0 204,839 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,530 49,667 SH   DFND   0 49,667 0
TIME WARNER INC COM NEW 887317303 8,236 118,133 SH   DFND   0 118,133 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 230 1,961 SH   DFND   0 1,961 0
VALERO ENERGY CORP NEW COM 91913Y100 12,255 243,148 SH   DFND   0 243,148 0
WORKDAY INC CL A 98138H101 3,609 43,393 SH   DFND   0 43,393 0
WYNDHAM WORLDWIDE CORP COM 98310W108 13,837 187,778 SH   DFND   0 187,778 0