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
ADAMAS PHARMACEUTICALS INC COM 00548A106 21,965 1,312,128 SH   DFND 3 1,312,128 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,923 72,636 SH   DFND 1,2 0 72,636 0
CONFORMIS INC COM 20717E101 26,415 1,462,640 SH   DFND 4 1,462,640 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,636 57,259 SH   DFND 1,2 0 57,259 0
EXXON MOBIL CORP COM 30231G102 6,238 83,900 SH   DFND 1,2 0 83,900 0
HERSHEY CO COM 427866108 4,548 49,504 SH   DFND 1,2 0 49,504 0
INTEL CORP COM 458140100 4,292 142,401 SH   DFND 1,2 0 142,401 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,483 40,354 SH   DFND 1,2 0 40,354 0
MCCORMICK & CO INC COM NON VTG 579780206 5,038 61,303 SH   DFND 1,2 0 0 61,303
MICROSOFT CORP COM 594918104 4,322 97,646 SH   DFND 1,2 0 97,646 0
MSC INDL DIRECT INC CL A 553530106 3,959 64,870 SH   DFND 1,2 0 64,870 0
PAN AMERICAN SILVER CORP COM 697900108 4,862 765,705 SH   DFND 1,2 0 765,705 0
PRICELINE GRP INC COM NEW 741503403 9,101 7,358 SH   DFND 1,2 0 7,358 0
SILVER WHEATON CORP COM 828336107 6,088 506,884 SH   DFND 1,2 0 506,884 0
SPDR GOLD TRUST GOLD SHS 78463V107 55,631 520,600 SH   DFND 1,2 0 520,600 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 5,828 35,675 SH   DFND 1,2 0 35,675 0
VARIAN MED SYS INC COM 92220P105 3,958 53,647 SH   DFND 1,2 0 53,647 0