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 |
| AMTRUST FINL SVCS INC | COM | 032359309 | 9,989 | 256,083 | SH | DFND | 1 | 256,083 | 0 | 0 | |
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 4,268 | 330,824 | SH | DFND | 1 | 330,824 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 31,371 | 462,902 | SH | DFND | 1 | 462,902 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 10,580 | 128,832 | SH | DFND | 1 | 128,832 | 0 | 0 | |
| DIRECTV | COM | 25490A309 | 13,303 | 222,526 | SH | DFND | 1 | 222,526 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 9,470 | 169,706 | SH | DFND | 1 | 169,706 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 20,234 | 402,830 | SH | DFND | 1 | 402,830 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 10,687 | 143,405 | SH | DFND | 1 | 143,405 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 19,592 | 187,715 | SH | DFND | 1 | 187,715 | 0 | 0 | |
| OCWEN FINL CORP | COM NEW | 675746309 | 31,487 | 564,588 | SH | DFND | 1 | 564,588 | 0 | 0 | |
| POST HLDGS INC | COM | 737446104 | 25,091 | 621,522 | SH | DFND | 1 | 621,522 | 0 | 0 | |
| PRICELINE COM INC | COM NEW | 741503403 | 18,378 | 18,179 | SH | DFND | 1 | 18,179 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 8,018 | 57,806 | SH | DFND | 1 | 57,806 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 28,157 | 824,512 | SH | DFND | 1 | 824,512 | 0 | 0 | |