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
AAON INC COM PAR $0.004 000360206 3,166 95,800 SH   DFND 0 95,800 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 13,681 116,800 SH   DFND 0 116,800 0
ACTIVISION BLIZZARD INC COM 00507V109 18,669 517,000 SH   DFND 0 517,000 0
ACUITY BRANDS INC COM 00508Y102 18,030 78,100 SH   DFND 0 78,100 0
ADOBE SYS INC COM 00724F101 6,280 61,000 SH   DFND 0 61,000 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,996 11,800 SH   DFND 0 11,800 0
ADVISORY BRD CO COM 00762W107 628 18,900 SH   DFND 0 18,900 0
AIR METHODS CORP COM PAR $.06 009128307 1,331 41,800 SH   DFND 0 41,800 0
AIR PRODS & CHEMS INC COM 009158106 2,157 15,000 SH   DFND 0 15,000 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,801 102,000 SH   DFND 0 102,000 0
AKORN INC COM 009728106 1,725 79,000 SH   DFND 0 79,000 0
ALEXION PHARMACEUTICALS INC COM 015351109 27,039 221,000 SH   DFND 0 221,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,781 100,000 SH   DFND 0 100,000 0
ALLEGHANY CORP DEL COM 017175100 4,074 6,700 SH   DFND 0 6,700 0
ALLERGAN PLC SHS G0177J108 7,136 33,980 SH   DFND 0 33,980 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,113 18,000 SH   DFND 0 18,000 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 3,867 72,000 SH   DFND 0 72,000 0
ALPHABET INC CAP STK CL C 02079K107 2,007 2,600 SH   DFND 0 2,600 0
ALPHABET INC CAP STK CL A 02079K305 16,721 21,100 SH   DFND 0 21,100 0
AMAZON COM INC COM 023135106 15,072 20,100 SH   DFND 0 20,100 0
AMERICAN TOWER CORP NEW COM 03027X100 12,248 115,900 SH   DFND 0 115,900 0
AMETEK INC NEW COM 031100100 16,531 340,150 SH   DFND 0 340,150 0
AMPHENOL CORP NEW CL A 032095101 19,656 292,500 SH   DFND 0 292,500 0
ANADARKO PETE CORP COM 032511107 4,602 66,000 SH   DFND 0 66,000 0
ANSYS INC COM 03662Q105 17,381 187,926 SH   DFND 0 187,926 0
APPLE INC COM 037833100 5,096 44,000 SH   DFND 0 44,000 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,063 17,900 SH   DFND 0 17,900 0
APTARGROUP INC COM 038336103 12,038 163,900 SH   DFND 0 163,900 0
ARCH CAP GROUP LTD ORD G0450A105 17,569 203,600 SH   DFND 0 203,600 0
ARGAN INC COM 04010E109 2,681 38,000 SH   DFND 0 38,000 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,388 38,700 SH   DFND 0 38,700 0
ATWOOD OCEANICS INC COM 050095108 554 42,200 SH   DFND 0 42,200 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,614 15,700 SH   DFND 0 15,700 0
AUTOZONE INC COM 053332102 18,007 22,800 SH   DFND 0 22,800 0
AZZ INC COM 002474104 10,173 159,200 SH   DFND 0 159,200 0
B & G FOODS INC NEW COM 05508R106 2,076 47,400 SH   DFND 0 47,400 0
BALL CORP COM 058498106 11,471 152,800 SH   DFND 0 152,800 0
BANK AMER CORP COM 060505104 6,519 295,000 SH   DFND 0 295,000 0
BARD C R INC COM 067383109 16,243 72,300 SH   DFND 0 72,300 0
BECTON DICKINSON & CO COM 075887109 3,642 22,000 SH   DFND 0 22,000 0
BIG LOTS INC COM 089302103 743 14,800 SH   DFND 0 14,800 0
BIO RAD LABS INC CL A 090572207 802 4,400 SH   DFND 0 4,400 0
BIOGEN INC COM 09062X103 10,776 38,000 SH   DFND 0 38,000 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,538 91,000 SH   DFND 0 91,000 0
BLACKROCK INC COM 09247X101 2,778 7,300 SH   DFND 0 7,300 0
BLACKROCK INTL GRWTH & INC T COM BENE INTER 092524107 59 10,700 SH   DFND 0 10,700 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,001 370,000 SH   DFND 0 370,000 0
BOSTON BEER INC CL A 100557107 3,737 22,000 SH   DFND 0 22,000 0
BRINKER INTL INC COM 109641100 2,962 59,800 SH   DFND 0 59,800 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,682 23,800 SH   DFND 0 23,800 0
BROADCOM LTD SHS Y09827109 4,419 25,000 SH   DFND 0 25,000 0
BROWN FORMAN CORP CL B 115637209 1,914 42,600 SH   DFND 0 42,600 0
BUFFALO WILD WINGS INC COM 119848109 6,392 41,400 SH   DFND 0 41,400 0
CAL MAINE FOODS INC COM NEW 128030202 658 14,900 SH   DFND 0 14,900 0
CALAVO GROWERS INC COM 128246105 2,990 48,700 SH   DFND 0 48,700 0
CANADIAN NATL RY CO COM 136375102 13,655 202,600 SH   DFND 0 202,600 0
CANADIAN PAC RY LTD COM 13645T100 557 3,900 SH   DFND 0 3,900 0
CANTEL MEDICAL CORP COM 138098108 2,638 33,500 SH   DFND 0 33,500 0
CARLISLE COS INC COM 142339100 12,297 111,500 SH   DFND 0 111,500 0
CASEYS GEN STORES INC COM 147528103 16,144 135,800 SH   DFND 0 135,800 0
CELGENE CORP COM 151020104 20,256 175,000 SH   DFND 0 175,000 0
CERNER CORP COM 156782104 5,978 126,200 SH   DFND 0 126,200 0
CHEESECAKE FACTORY INC COM 163072101 2,868 47,900 SH   DFND 0 47,900 0
CHEMED CORP NEW COM 16359R103 4,363 27,200 SH   DFND 0 27,200 0
CHEMTURA CORP COM NEW 163893209 544 16,400 SH   DFND 0 16,400 0
CHILDRENS PL INC COM 168905107 353 3,500 SH   DFND 0 3,500 0
CHUBB LIMITED COM H1467J104 8,033 60,800 SH   DFND 0 60,800 0
CHURCH & DWIGHT INC COM 171340102 20,062 454,000 SH   DFND 0 454,000 0
CHURCHILL DOWNS INC COM 171484108 2,979 19,800 SH   DFND 0 19,800 0
CITIGROUP INC COM NEW 172967424 6,240 105,000 SH   DFND 0 105,000 0
CLARCOR INC COM 179895107 10,004 121,300 SH   DFND 0 121,300 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 832 13,100 SH   DFND 0 13,100 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,931 88,000 SH   DFND 0 88,000 0
COHERENT INC COM 192479103 550 4,000 SH   DFND 0 4,000 0
COMCAST CORP NEW CL A 20030N101 2,486 36,000 SH   DFND 0 36,000 0
CONSTELLATION BRANDS INC CL A 21036P108 7,206 47,000 SH   DFND 0 47,000 0
CORE MARK HOLDING CO INC COM 218681104 2,864 66,500 SH   DFND 0 66,500 0
COSTCO WHSL CORP NEW COM 22160K105 11,848 74,000 SH   DFND 0 74,000 0
CROWN HOLDINGS INC COM 228368106 6,177 117,500 SH   DFND 0 117,500 0
CVS HEALTH CORP COM 126650100 789 10,000 SH   DFND 0 10,000 0
DANAHER CORP DEL COM 235851102 14,867 191,000 SH   DFND 0 191,000 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,928 52,000 SH   DFND 0 52,000 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,411 110,000 SH   DFND 0 110,000 0
DENTSPLY SIRONA INC COM 24906P109 5,132 88,900 SH   DFND 0 88,900 0
DEXCOM INC COM 252131107 5,671 95,000 SH   DFND 0 95,000 0
DIAMONDBACK ENERGY INC COM 25278X109 5,457 54,000 SH   DFND 0 54,000 0
DISNEY WALT CO COM DISNEY 254687106 6,670 64,000 SH   DFND 0 64,000 0
DOLLAR TREE INC COM 256746108 5,248 68,000 SH   DFND 0 68,000 0
DOMINOS PIZZA INC COM 25754A201 12,532 78,700 SH   DFND 0 78,700 0
DREW INDS INC COM NEW 26168L205 3,599 33,400 SH   DFND 0 33,400 0
ECOLAB INC COM 278865100 17,677 150,800 SH   DFND 0 150,800 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,116 172,000 SH   DFND 0 172,000 0
EL PASO ELEC CO COM NEW 283677854 1,758 37,800 SH   DFND 0 37,800 0
ELLIE MAE INC COM 28849P100 418 5,000 SH   DFND 0 5,000 0
EMCOR GROUP INC COM 29084Q100 474 6,700 SH   DFND 0 6,700 0
ENBRIDGE INC COM 29250N105 703 16,700 SH   DFND 0 16,700 0
ENERSYS COM 29275Y102 8,724 111,700 SH   DFND 0 111,700 0
ENPRO INDS INC COM 29355X107 4,405 65,400 SH   DFND 0 65,400 0
ENSTAR GROUP LIMITED SHS G3075P101 771 3,900 SH   DFND 0 3,900 0
EPLUS INC COM 294268107 5,057 43,900 SH   DFND 0 43,900 0
EQUIFAX INC COM 294429105 4,197 35,500 SH   DFND 0 35,500 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,932 68,400 SH   DFND 0 68,400 0
ESSEX PPTY TR INC COM 297178105 1,152 4,953 SH   DFND 0 4,953 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 5,637 63,200 SH   DFND 0 63,200 0
EXLSERVICE HOLDINGS INC COM 302081104 2,890 57,300 SH   DFND 0 57,300 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 7,714 112,140 SH   DFND 0 112,140 0
F M C CORP COM NEW 302491303 7,556 133,600 SH   DFND 0 133,600 0
FACEBOOK INC CL A 30303M102 19,789 172,000 SH   DFND 0 172,000 0
FAIR ISAAC CORP COM 303250104 4,137 34,700 SH   DFND 0 34,700 0
FIRST FINL BANKSHARES COM 32020R109 4,043 89,448 SH   DFND 0 89,448 0
FISERV INC COM 337738108 20,087 189,000 SH   DFND 0 189,000 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 366 4,800 SH   DFND 0 4,800 0
FORTIVE CORP COM 34959J108 3,365 62,750 SH   DFND 0 62,750 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,422 26,600 SH   DFND 0 26,600 0
FRANKLIN ELEC INC COM 353514102 1,443 37,100 SH   DFND 0 37,100 0
GARTNER INC COM 366651107 3,163 31,300 SH   DFND 0 31,300 0
GENERAL DYNAMICS CORP COM 369550108 11,758 68,100 SH   DFND 0 68,100 0
GENERAL MLS INC COM 370334104 8,030 130,000 SH   DFND 0 130,000 0
GENESEE & WYO INC CL A 371559105 1,923 27,700 SH   DFND 0 27,700 0
G-III APPAREL GROUP LTD COM 36237H101 1,543 52,200 SH   DFND 0 52,200 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,388 28,900 SH   DFND 0 28,900 0
GRUBHUB INC COM 400110102 6,094 162,000 SH   DFND 0 162,000 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,581 75,500 SH   DFND 0 75,500 0
HEALTHCARE SVCS GRP INC COM 421906108 7,736 197,500 SH   DFND 0 197,500 0
HEICO CORP NEW COM 422806109 17,248 223,567 SH   DFND 0 223,567 0
HELEN OF TROY CORP LTD COM G4388N106 2,221 26,300 SH   DFND 0 26,300 0
HENRY JACK & ASSOC INC COM 426281101 6,099 68,700 SH   DFND 0 68,700 0
HOME DEPOT INC COM 437076102 2,682 20,000 SH   DFND 0 20,000 0
HORMEL FOODS CORP COM 440452100 17,475 502,000 SH   DFND 0 502,000 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 81 11,200 SH   DFND 0 11,200 0
HUNT J B TRANS SVCS INC COM 445658107 5,494 56,600 SH   DFND 0 56,600 0
ICU MED INC COM 44930G107 4,023 27,300 SH   DFND 0 27,300 0
IDEX CORP COM 45167R104 7,380 81,950 SH   DFND 0 81,950 0
IDEXX LABS INC COM 45168D104 27,840 237,400 SH   DFND 0 237,400 0
IHS MARKIT LTD SHS G47567105 6,801 192,054 SH   DFND 0 192,054 0
ILLUMINA INC COM 452327109 5,237 40,900 SH   DFND 0 40,900 0
INGREDION INC COM 457187102 4,349 34,800 SH   DFND 0 34,800 0
INSULET CORP COM 45784P101 746 19,800 SH   DFND 0 19,800 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 4,998 46,000 SH   DFND 0 46,000 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 677 12,000 SH   DFND 0 12,000 0
INTUIT COM 461202103 5,020 43,800 SH   DFND 0 43,800 0
INVESCO LTD SHS G491BT108 2,731 90,000 SH   DFND 0 90,000 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,911 29,000 SH   DFND 0 29,000 0
ITT INC COM 45073V108 2,661 69,000 SH   DFND 0 69,000 0
J & J SNACK FOODS CORP COM 466032109 12,102 90,700 SH   DFND 0 90,700 0
J2 GLOBAL INC COM 48123V102 5,252 64,200 SH   DFND 0 64,200 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 6,869 63,000 SH   DFND 0 63,000 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 232 2,700 SH   DFND 0 2,700 0
JPMORGAN CHASE & CO COM 46625H100 7,335 85,000 SH   DFND 0 85,000 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,233 38,100 SH   DFND 0 38,100 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,385 62,800 SH   DFND 0 62,800 0
KIRBY CORP COM 497266106 2,926 44,000 SH   DFND 0 44,000 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,017 30,000 SH   DFND 0 30,000 0
LANCASTER COLONY CORP COM 513847103 1,499 10,600 SH   DFND 0 10,600 0
LANDSTAR SYS INC COM 515098101 2,883 33,800 SH   DFND 0 33,800 0
LAUDER ESTEE COS INC CL A 518439104 5,125 67,000 SH   DFND 0 67,000 0
LENDINGTREE INC NEW COM 52603B107 2,736 27,000 SH   DFND 0 27,000 0
LENNOX INTL INC COM 526107107 12,376 80,800 SH   DFND 0 80,800 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 66 12,800 SH   DFND 0 12,800 0
LINCOLN ELEC HLDGS INC COM 533900106 8,443 110,119 SH   DFND 0 110,119 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,883 70,000 SH   DFND 0 70,000 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,423 58,000 SH   DFND 0 58,000 0
LKQ CORP COM 501889208 10,850 354,000 SH   DFND 0 354,000 0
LYDALL INC DEL COM 550819106 365 5,900 SH   DFND 0 5,900 0
MALLINCKRODT PUB LTD CO SHS G5785G107 399 8,000 SH   DFND 0 8,000 0
MANHATTAN ASSOCS INC COM 562750109 509 9,600 SH   DFND 0 9,600 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 1,536 18,100 SH   DFND 0 18,100 0
MASTERCARD INCORPORATED CL A 57636Q104 14,610 141,500 SH   DFND 0 141,500 0
MAXIMUS INC COM 577933104 2,812 50,400 SH   DFND 0 50,400 0
MCCORMICK & CO INC COM NON VTG 579780206 4,489 48,100 SH   DFND 0 48,100 0
MEDIDATA SOLUTIONS INC COM 58471A105 6,358 128,000 SH   DFND 0 128,000 0
MEDNAX INC COM 58502B106 8,472 127,100 SH   DFND 0 127,100 0
MEDTRONIC PLC SHS G5960L103 3,633 51,000 SH   DFND 0 51,000 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24,528 58,600 SH   DFND 0 58,600 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,579 60,000 SH   DFND 0 60,000 0
MIDDLEBY CORP COM 596278101 18,278 141,900 SH   DFND 0 141,900 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 7,205 189,000 SH   DFND 0 189,000 0
MONRO MUFFLER BRAKE INC COM 610236101 5,142 89,900 SH   DFND 0 89,900 0
MONSANTO CO NEW COM 61166W101 2,104 20,000 SH   DFND 0 20,000 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,006 158,000 SH   DFND 0 158,000 0
NEOGEN CORP COM 640491106 304 4,600 SH   DFND 0 4,600 0
NETFLIX INC COM 64110L106 8,171 66,000 SH   DFND 0 66,000 0
NETSCOUT SYS INC COM 64115T104 488 15,500 SH   DFND 0 15,500 0
NEVRO CORP COM 64157F103 1,773 24,400 SH   DFND 0 24,400 0
NEW JERSEY RES COM 646025106 1,960 55,200 SH   DFND 0 55,200 0
NEWMARKET CORP COM 651587107 6,824 16,100 SH   DFND 0 16,100 0
NIKE INC CL B 654106103 7,574 149,000 SH   DFND 0 149,000 0
NORDSON CORP COM 655663102 2,891 25,800 SH   DFND 0 25,800 0
NORTHROP GRUMMAN CORP COM 666807102 11,373 48,900 SH   DFND 0 48,900 0
NORTHWEST NAT GAS CO COM 667655104 1,423 23,800 SH   DFND 0 23,800 0
NORTHWESTERN CORP COM NEW 668074305 887 15,600 SH   DFND 0 15,600 0
NOVO-NORDISK A S ADR 670100205 6,437 179,500 SH   DFND 0 179,500 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,818 64,000 SH   DFND 0 64,000 0
OMNICELL INC COM 68213N109 488 14,400 SH   DFND 0 14,400 0
OPEN TEXT CORP COM 683715106 6,737 109,000 SH   DFND 0 109,000 0
OXFORD INDS INC COM 691497309 1,227 20,400 SH   DFND 0 20,400 0
PACKAGING CORP AMER COM 695156109 1,739 20,500 SH   DFND 0 20,500 0
PANDORA MEDIA INC COM 698354107 5,477 420,000 SH   DFND 0 420,000 0
PAREXEL INTL CORP COM 699462107 5,530 84,150 SH   DFND 0 84,150 0
PAYPAL HLDGS INC COM 70450Y103 9,275 235,000 SH   DFND 0 235,000 0
PEPSICO INC COM 713448108 6,592 63,000 SH   DFND 0 63,000 0
PFIZER INC COM 717081103 2,956 91,000 SH   DFND 0 91,000 0
PIONEER NAT RES CO COM 723787107 8,823 49,000 SH   DFND 0 49,000 0
POOL CORPORATION COM 73278L105 9,286 89,000 SH   DFND 0 89,000 0
PRA GROUP INC COM 69354N106 2,018 51,600 SH   DFND 0 51,600 0
PRA HEALTH SCIENCES INC COM 69354M108 915 16,600 SH   DFND 0 16,600 0
PRAXAIR INC COM 74005P104 6,211 53,000 SH   DFND 0 53,000 0
PRICELINE GRP INC COM NEW 741503403 6,451 4,400 SH   DFND 0 4,400 0
PRIMERICA INC COM 74164M108 705 10,200 SH   DFND 0 10,200 0
PROASSURANCE CORP COM 74267C106 3,029 53,900 SH   DFND 0 53,900 0
PROOFPOINT INC COM 743424103 3,660 51,800 SH   DFND 0 51,800 0
PROSPERITY BANCSHARES INC COM 743606105 2,720 37,900 SH   DFND 0 37,900 0
RBC BEARINGS INC COM 75524B104 4,362 47,000 SH   DFND 0 47,000 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,321 46,400 SH   DFND 0 46,400 0
REPUBLIC SVCS INC COM 760759100 4,992 87,500 SH   DFND 0 87,500 0
REYNOLDS AMERICAN INC COM 761713106 13,506 241,000 SH   DFND 0 241,000 0
RLI CORP COM 749607107 9,577 151,700 SH   DFND 0 151,700 0
ROLLINS INC COM 775711104 24,507 725,500 SH   DFND 0 725,500 0
ROPER TECHNOLOGIES INC COM 776696106 21,365 116,700 SH   DFND 0 116,700 0
RUSH ENTERPRISES INC CL A 781846209 1,295 40,600 SH   DFND 0 40,600 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 487 5,850 SH   DFND 0 5,850 0
SALESFORCE COM INC COM 79466L302 20,880 305,000 SH   DFND 0 305,000 0
SCHEIN HENRY INC COM 806407102 19,434 128,100 SH   DFND 0 128,100 0
SCHLUMBERGER LTD COM 806857108 4,365 52,000 SH   DFND 0 52,000 0
SCHWAB CHARLES CORP NEW COM 808513105 9,867 250,000 SH   DFND 0 250,000 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,791 44,700 SH   DFND 0 44,700 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,695 91,000 SH   DFND 0 91,000 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,978 37,900 SH   DFND 0 37,900 0
SERVICENOW INC COM 81762P102 1,160 15,600 SH   DFND 0 15,600 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,517 10,100 SH   DFND 0 10,100 0
SILGAN HOLDINGS INC COM 827048109 4,417 86,300 SH   DFND 0 86,300 0
SMITH A O COM 831865209 881 18,600 SH   DFND 0 18,600 0
SNAP ON INC COM 833034101 13,924 81,300 SH   DFND 0 81,300 0
SOUTH JERSEY INDS INC COM 838518108 6,751 200,400 SH   DFND 0 200,400 0
SOUTHWEST GAS CORP COM 844895102 3,187 41,600 SH   DFND 0 41,600 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,517 12,400 SH   DFND 0 12,400 0
STAMPS COM INC COM NEW 852857200 3,302 28,800 SH   DFND 0 28,800 0
STARBUCKS CORP COM 855244109 10,993 198,000 SH   DFND 0 198,000 0
STERICYCLE INC COM 858912108 10,762 139,700 SH   DFND 0 139,700 0
STIFEL FINL CORP COM 860630102 6,249 125,100 SH   DFND 0 125,100 0
SYNAPTICS INC COM 87157D109 1,640 30,600 SH   DFND 0 30,600 0
SYNCHRONY FINL COM 87165B103 5,078 140,000 SH   DFND 0 140,000 0
SYNNEX CORP COM 87162W100 6,874 56,800 SH   DFND 0 56,800 0
SYNTEL INC COM 87162H103 449 22,700 SH   DFND 0 22,700 0
TELEDYNE TECHNOLOGIES INC COM 879360105 28,192 229,200 SH   DFND 0 229,200 0
TELEFLEX INC COM 879369106 596 3,700 SH   DFND 0 3,700 0
TESLA MTRS INC COM 88160R101 2,351 11,000 SH   DFND 0 11,000 0
TEXAS ROADHOUSE INC COM 882681109 2,779 57,600 SH   DFND 0 57,600 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,404 38,300 SH   DFND 0 38,300 0
TJX COS INC NEW COM 872540109 26,897 358,000 SH   DFND 0 358,000 0
TOLL BROTHERS INC COM 889478103 5,115 165,000 SH   DFND 0 165,000 0
TORCHMARK CORP COM 891027104 1,763 23,900 SH   DFND 0 23,900 0
TORO CO COM 891092108 35,752 639,000 SH   DFND 0 639,000 0
TRANSDIGM GROUP INC COM 893641100 10,904 43,800 SH   DFND 0 43,800 0
TREX CO INC COM 89531P105 554 8,600 SH   DFND 0 8,600 0
TRIMBLE INC COM 896239100 693 23,000 SH   DFND 0 23,000 0
TYLER TECHNOLOGIES INC COM 902252105 15,113 105,858 SH   DFND 0 105,858 0
U S CONCRETE INC COM NEW 90333L201 1,611 24,600 SH   DFND 0 24,600 0
U S PHYSICAL THERAPY INC COM 90337L108 2,590 36,900 SH   DFND 0 36,900 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 21,116 115,800 SH   DFND 0 115,800 0
UNION PAC CORP COM 907818108 11,508 111,000 SH   DFND 0 111,000 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2,521 23,700 SH   DFND 0 23,700 0
UNIVERSAL INS HLDGS INC COM 91359V107 204 7,200 SH   DFND 0 7,200 0
URBAN OUTFITTERS INC COM 917047102 4,842 170,000 SH   DFND 0 170,000 0
V F CORP COM 918204108 2,401 45,000 SH   DFND 0 45,000 0
VAIL RESORTS INC COM 91879Q109 5,162 32,000 SH   DFND 0 32,000 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,716 31,200 SH   DFND 0 31,200 0
VALMONT INDS INC COM 920253101 3,043 21,600 SH   DFND 0 21,600 0
VALSPAR CORP COM 920355104 11,874 114,600 SH   DFND 0 114,600 0
VCA INC COM 918194101 4,009 58,400 SH   DFND 0 58,400 0
VERINT SYS INC COM 92343X100 1,170 33,200 SH   DFND 0 33,200 0
VERSUM MATLS INC COM 92532W103 211 7,500 SH   DFND 0 7,500 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,461 142,000 SH   DFND 0 142,000 0
VISA INC COM CL A 92826C839 15,214 195,000 SH   DFND 0 195,000 0
VISTA OUTDOOR INC COM 928377100 605 16,400 SH   DFND 0 16,400 0
WABTEC CORP COM 929740108 8,053 97,000 SH   DFND 0 97,000 0
WASTE CONNECTIONS INC COM 94106B101 36,760 467,750 SH   DFND 0 467,750 0
WELLS FARGO GLOBAL DIVIDEND COM 94987C103 64 11,800 SH   DFND 0 11,800 0
WEX INC COM 96208T104 12,499 112,000 SH   DFND 0 112,000 0
WIX COM LTD SHS M98068105 468 10,500 SH   DFND 0 10,500 0
WOLVERINE WORLD WIDE INC COM 978097103 4,844 220,700 SH   DFND 0 220,700 0
WOODWARD INC COM 980745103 7,043 102,000 SH   DFND 0 102,000 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,223 53,200 SH   DFND 0 53,200 0
XPO LOGISTICS INC COM 983793100 1,467 34,000 SH   DFND 0 34,000 0
ZELTIQ AESTHETICS INC COM 98933Q108 6,441 148,000 SH   DFND 0 148,000 0
ZOETIS INC CL A 98978V103 2,891 54,000 SH   DFND 0 54,000 0