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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Alcoa IncCOM01381710129,6161,875,600SH DFND 1,875,60000
Alibaba Group Hldg LtdSPON ADS01609W10226,390253,900SH DFND 253,90000
American Air Grp IncCOM02376R10222,235414,600SH DFND 414,60000
Amer Eagle Outfitters IncCOM02553E10619,8371,429,200SH DFND 1,429,20000
Biogen Idec IncCOM09062X103121,998359,400SH DFND 359,40000
Bluebird Bio IncCOM09609G10032,597355,400SH DFND 355,40000
Celgene CorpCOM15102010448,558434,100SH DFND 434,10000
Cognizant Tech Sol'ns CorpCL A19244610219,463369,600SH DFND 369,60000
Costco Wholesale CorpCOM22160K10540,399285,000SH DFND 285,00000
Crown Castle Int'l CorpCOM22822V1019,365119,000SH DFND 119,00000
Delta Air Lines IncCOM24736170220,655419,900SH DFND 419,90000
Facebook IncCL A30303M10233,549430,000SH DFND 430,00000
Foot Locker IncCOM34484910411,820210,400SH DFND 210,40000
Goldman Sachs Grp IncCOM38141G10425,682132,500SH DFND 132,50000
HDFC Bank LtdADR REPS 3 SHS40415F10150,9331,003,600SH DFND 1,003,60000
Home Depot IncCOM43707610255,540529,100SH DFND 529,10000
Illumina IncCOM45232710975,696410,100SH DFND 410,10000
Infosys LtdSPON ADR45678810819,622623,700SH DFND 623,70000
Juno Therapeutics IncCOM48205A1093,65570,000SH DFND 70,00000
Kohl's CorpCOM50025510414,033229,900SH DFND 229,90000
L Brands IncCOM50179710423,507271,600SH DFND 271,60000
Lowe's Companies IncCOM54866110746,041669,200SH DFND 669,20000
Macrogenics IncCOM55609910916,571472,500SH DFND 472,50000
Macy's, IncCOM55616P10416,451250,200SH DFND 250,20000
Mattress Firm Hldg CorpCOM57722W10610,234176,200SH DFND 176,20000
Morgan StanleyCOM61744644825,752663,700SH DFND 663,70000
Nektar TherapeuticsCOM64026810810,153655,000SH DFND 655,00000
Nordstrom IncCOM65566410034,090429,400SH DFND 429,40000
Southwest Airlines CoCOM84474110811,426270,000SH DFND 270,00000
Target CorpCOM87612E10657,737760,600SH DFND 760,60000
Virgin America IncCOM VTG92765X2083508,100SH DFND 8,10000
Wells Fargo & CoCOM94974610124,833453,000SH DFND 453,00000
Williams-Sonoma IncCOM96990410126,306347,600SH DFND 347,60000
Workday IncCL A98138H10126,987330,679SH DFND 330,67900
YPF S.A.SPON ADR CL D9842451007,912298,900SH DFND 298,90000