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 |
| Alcoa Inc | COM | 013817101 | 29,616 | 1,875,600 | SH | DFND | 1,875,600 | 0 | 0 | ||
| Alibaba Group Hldg Ltd | SPON ADS | 01609W102 | 26,390 | 253,900 | SH | DFND | 253,900 | 0 | 0 | ||
| American Air Grp Inc | COM | 02376R102 | 22,235 | 414,600 | SH | DFND | 414,600 | 0 | 0 | ||
| Amer Eagle Outfitters Inc | COM | 02553E106 | 19,837 | 1,429,200 | SH | DFND | 1,429,200 | 0 | 0 | ||
| Biogen Idec Inc | COM | 09062X103 | 121,998 | 359,400 | SH | DFND | 359,400 | 0 | 0 | ||
| Bluebird Bio Inc | COM | 09609G100 | 32,597 | 355,400 | SH | DFND | 355,400 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 48,558 | 434,100 | SH | DFND | 434,100 | 0 | 0 | ||
| Cognizant Tech Sol'ns Corp | CL A | 192446102 | 19,463 | 369,600 | SH | DFND | 369,600 | 0 | 0 | ||
| Costco Wholesale Corp | COM | 22160K105 | 40,399 | 285,000 | SH | DFND | 285,000 | 0 | 0 | ||
| Crown Castle Int'l Corp | COM | 22822V101 | 9,365 | 119,000 | SH | DFND | 119,000 | 0 | 0 | ||
| Delta Air Lines Inc | COM | 247361702 | 20,655 | 419,900 | SH | DFND | 419,900 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 33,549 | 430,000 | SH | DFND | 430,000 | 0 | 0 | ||
| Foot Locker Inc | COM | 344849104 | 11,820 | 210,400 | SH | DFND | 210,400 | 0 | 0 | ||
| Goldman Sachs Grp Inc | COM | 38141G104 | 25,682 | 132,500 | SH | DFND | 132,500 | 0 | 0 | ||
| HDFC Bank Ltd | ADR REPS 3 SHS | 40415F101 | 50,933 | 1,003,600 | SH | DFND | 1,003,600 | 0 | 0 | ||
| Home Depot Inc | COM | 437076102 | 55,540 | 529,100 | SH | DFND | 529,100 | 0 | 0 | ||
| Illumina Inc | COM | 452327109 | 75,696 | 410,100 | SH | DFND | 410,100 | 0 | 0 | ||
| Infosys Ltd | SPON ADR | 456788108 | 19,622 | 623,700 | SH | DFND | 623,700 | 0 | 0 | ||
| Juno Therapeutics Inc | COM | 48205A109 | 3,655 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| Kohl's Corp | COM | 500255104 | 14,033 | 229,900 | SH | DFND | 229,900 | 0 | 0 | ||
| L Brands Inc | COM | 501797104 | 23,507 | 271,600 | SH | DFND | 271,600 | 0 | 0 | ||
| Lowe's Companies Inc | COM | 548661107 | 46,041 | 669,200 | SH | DFND | 669,200 | 0 | 0 | ||
| Macrogenics Inc | COM | 556099109 | 16,571 | 472,500 | SH | DFND | 472,500 | 0 | 0 | ||
| Macy's, Inc | COM | 55616P104 | 16,451 | 250,200 | SH | DFND | 250,200 | 0 | 0 | ||
| Mattress Firm Hldg Corp | COM | 57722W106 | 10,234 | 176,200 | SH | DFND | 176,200 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 25,752 | 663,700 | SH | DFND | 663,700 | 0 | 0 | ||
| Nektar Therapeutics | COM | 640268108 | 10,153 | 655,000 | SH | DFND | 655,000 | 0 | 0 | ||
| Nordstrom Inc | COM | 655664100 | 34,090 | 429,400 | SH | DFND | 429,400 | 0 | 0 | ||
| Southwest Airlines Co | COM | 844741108 | 11,426 | 270,000 | SH | DFND | 270,000 | 0 | 0 | ||
| Target Corp | COM | 87612E106 | 57,737 | 760,600 | SH | DFND | 760,600 | 0 | 0 | ||
| Virgin America Inc | COM VTG | 92765X208 | 350 | 8,100 | SH | DFND | 8,100 | 0 | 0 | ||
| Wells Fargo & Co | COM | 949746101 | 24,833 | 453,000 | SH | DFND | 453,000 | 0 | 0 | ||
| Williams-Sonoma Inc | COM | 969904101 | 26,306 | 347,600 | SH | DFND | 347,600 | 0 | 0 | ||
| Workday Inc | CL A | 98138H101 | 26,987 | 330,679 | SH | DFND | 330,679 | 0 | 0 | ||
| YPF S.A. | SPON ADR CL D | 984245100 | 7,912 | 298,900 | SH | DFND | 298,900 | 0 | 0 | ||