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
21VIANET GROUP INC SPONSORED ADR 90138A103 2,706 90,297 SH   DFND   0 90,297 0
ACADIA PHARMACEUTICALS INC COM 004225108 1,386 61,372 SH   DFND   0 61,372 0
ACTAVIS PLC SHS G0083B108 16,707 74,901 SH   DFND   0 74,901 0
ADOBE SYS INC COM 00724F101 13,863 191,588 SH   DFND   0 191,588 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,926 80,980 SH   DFND   0 80,980 0
AEGERION PHARMACEUTICALS INC COM 00767E102 406 12,637 SH   DFND   0 12,637 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,025 174,532 SH   DFND   0 174,532 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 560 27,893 SH   DFND   0 27,893 0
ALLERGAN INC COM 018490102 26,592 157,144 SH   DFND   0 157,144 0
AMERICAN EXPRESS CO COM 025816109 8,587 90,514 SH   DFND   0 90,514 0
ANACOR PHARMACEUTICALS INC COM 032420101 708 39,929 SH   DFND   0 39,929 0
BAIDU INC SPON ADR REP A 056752108 5,021 26,877 SH   DFND   0 26,877 0
BRUKER CORP COM 116794108 570 23,487 SH   DFND   0 23,487 0
CBS CORP NEW CL B 124857202 5,380 86,579 SH   DFND   0 86,579 0
CELLADON CORP COM 15117E107 244 15,222 SH   DFND   0 15,222 0
SCHWAB CHARLES CORP NEW COM 808513105 5,960 221,330 SH   DFND   0 221,330 0
CLOVIS ONCOLOGY INC COM 189464100 692 16,714 SH   DFND   0 16,714 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 4,183 92,206 SH   DFND   0 92,206 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,353 130,441 SH   DFND   0 130,441 0
DENDREON CORP NOTE 2.875% 1/1 24823QAC1 4,220 5,953,000 PRN   DFND   0 5,953,000 0
FACEBOOK INC CL A 30303M102 11,422 169,749 SH   DFND   0 169,749 0
GILEAD SCIENCES INC COM 375558103 8,196 98,851 SH   DFND   0 98,851 0
GOOGLE INC CL C 38259P706 2,303 4,003 SH   DFND   0 4,003 0
GOOGLE INC CL A 38259P508 4,896 8,374 SH   DFND   0 8,374 0
HALLIBURTON CO COM 406216101 7,549 106,309 SH   DFND   0 106,309 0
HCA HOLDINGS INC COM 40412C101 19,328 342,820 SH   DFND   0 342,820 0
HEALTH NET INC COM 42222G108 1,297 31,215 SH   DFND   0 31,215 0
HUMANA INC COM 444859102 825 6,457 SH   DFND   0 6,457 0
IMPAX LABORATORIES INC COM 45256B101 609 20,295 SH   DFND   0 20,295 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 1,160 24,922 SH   DFND   0 24,922 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 1,388 36,173 SH   DFND   0 36,173 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 9,887 158,529 SH   DFND   0 158,529 0
MARTIN MARIETTA MATLS INC COM 573284106 24,941 188,877 SH   DFND   0 188,877 0
MCGRAW HILL FINL INC COM 580645109 7,685 92,556 SH   DFND   0 92,556 0
MCKESSON CORP COM 58155Q103 15,613 83,846 SH   DFND   0 83,846 0
MEDICINES CO COM 584688105 526 18,097 SH   DFND   0 18,097 0
MEDIVATION INC COM 58501N101 11,274 146,260 SH   DFND   0 146,260 0
MICROSOFT CORP COM 594918104 8,161 195,718 SH   DFND   0 195,718 0
MOLINA HEALTHCARE INC COM 60855R100 716 16,034 SH   DFND   0 16,034 0
MYLAN INC COM 628530107 290 5,626 SH   DFND   0 5,626 0
NETFLIX INC COM 64110L106 20,472 46,464 SH   DFND   0 46,464 0
OMNICARE INC COM 681904108 680 10,220 SH   DFND   0 10,220 0
OREXIGEN THERAPEUTICS INC COM 686164104 1,066 172,518 SH   DFND   0 172,518 0
PALO ALTO NETWORKS INC COM 697435105 12,923 154,119 SH   DFND   0 154,119 0
PRICELINE GRP INC COM NEW 741503403 14,856 12,349 SH   DFND   0 12,349 0
PULTE GROUP INC COM 745867101 3,054 151,480 SH   DFND   0 151,480 0
RECEPTOS INC COM 756207106 116 2,717 SH   DFND   0 2,717 0
REPROS THERAPEUTICS INC COM NEW 76028H209 563 32,535 SH   DFND   0 32,535 0
REVANCE THERAPEUTICS INC COM 761330109 303 8,919 SH   DFND   0 8,919 0
RITE AID CORP COM 767754104 24,316 3,391,372 SH   DFND   0 3,391,372 0
SERVICENOW INC COM 81762P102 5,476 88,372 SH   DFND   0 88,372 0
SPIRIT AIRLS INC COM 848577102 9,056 143,208 SH   DFND   0 143,208 0
STARBUCKS CORP COM 855244109 9,138 118,094 SH   DFND   0 118,094 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 26,054 322,374 SH   DFND   0 322,374 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,027 21,878 SH   DFND   0 21,878 0
TEREX CORP NEW COM 880779103 4,675 113,751 SH   DFND   0 113,751 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 17,775 339,085 SH   DFND   0 339,085 0
THERMO FISHER SCIENTIFIC INC COM 883556102 798 6,765 SH   DFND   0 6,765 0
TIBCO SOFTWARE INC COM 88632Q103 7,526 373,135 SH   DFND   0 373,135 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 18,306 520,783 SH   DFND   0 520,783 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 11,598 91,963 SH   DFND   0 91,963 0
VERSARTIS INC COM 92529L102 398 14,199 SH   DFND   0 14,199 0
VULCAN MATLS CO COM 929160109 26,267 412,039 SH   DFND   0 412,039 0
WALGREEN CO COM 931422109 17,831 240,533 SH   DFND   0 240,533 0