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
ADVANCE AUTO PARTS INC COM 00751Y106 325 2,170 SH   DFND 1 2,170 0 0
APPLE INC COM 037833100 680 5,462 SH   DFND 1 5,462 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 438 3,450 SH   DFND 1 3,450 0 0
B/E AEROSPACE INC COM 073302101 1,749 27,484 SH   DFND 1 27,484 0 0
CISCO SYS INC COM 17275R102 201 7,300 SH   DFND 1 7,300 0 0
CONTINENTAL RESOURCES INC COM 212015101 514 11,780 SH   DFND 1 11,780 0 0
CYTEC INDS INC COM 232820100 1,431 26,480 SH   DFND 1 26,480 0 0
FACEBOOK INC CL A 30303M102 1,436 17,465 SH   DFND 1 17,465 0 0
GARTNER INC COM 366651107 515 6,145 SH   DFND 1 6,145 0 0
GENERAC HLDGS INC COM 368736104 292 5,989 SH   DFND 1 5,989 0 0
IMPERVA INC COM 45321L100 312 7,300 SH   DFND 1 7,300 0 0
INGERSOLL-RAND PLC SHS G47791101 2,463 36,171 SH   DFND 1 36,171 0 0
LAM RESEARCH CORP COM 512807108 191 2,725 SH   DFND 1 2,725 0 0
LINKEDIN CORP COM CL A 53578A108 462 1,850 SH   DFND 1 1,850 0 0
NOBLE ENERGY INC COM 655044105 806 16,480 SH   DFND 1 16,480 0 0
ORACLE CORP COM 68389X105 397 9,200 SH   DFND 1 9,200 0 0
PALO ALTO NETWORKS INC COM 697435105 552 3,777 SH   DFND 1 3,777 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 2,001 54,300 SH   DFND 1 54,300 0 0
SPLUNK INC COM 848637104 89 1,500 SH   DFND 1 1,500 0 0
TABLEAU SOFTWARE INC CL A 87336U105 405 4,375 SH   DFND 1 4,375 0 0
TIME WARNER INC COM NEW 887317303 1,910 22,620 SH   DFND 1 22,620 0 0
TWITTER INC COM 90184L102 615 12,275 SH   DFND 1 12,275 0 0
UNITED CONTL HLDGS INC COM 910047109 620 9,215 SH   DFND 1 9,215 0 0
UNITED RENTALS INC COM 911363109 364 3,994 SH   DFND 1 3,994 0 0
UNITED STATES STL CORP NEW COM 912909108 1,025 42,000 SH   DFND 1 42,000 0 0
VALERO ENERGY PARTNERS LP COM UNT REP LP 91914J102 227 4,700 SH   DFND 1 4,700 0 0
WHITING PETE CORP NEW COM 966387102 723 23,400 SH   DFND 1 23,400 0 0