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WORLDWIDE INC COM 298736109 30 620 SH DFND 1 620 0 0 EVERTEC INC COM 30040P103 14437 585435 SH DFND 1 585435 0 0 EXPEDIA INC DEL COM NEW 30212P303 83870 1203988 SH DFND 1 959308 0 244680 EXPEDITORS INTL WASH INC COM 302130109 9666 218430 SH DFND 1 218430 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 82684 1177170 SH DFND 1 879610 0 297560 EXTERRAN HLDGS INC COM 30225X103 18 515 SH DFND 1 515 0 0 FXCM INC COM CL A 302693106 7916 443726 SH DFND 1 443726 0 0 F5 NETWORKS INC COM 315616102 10632 117015 SH DFND 1 117015 0 0 FIFTH THIRD BANCORP COM 316773100 8056 383065 SH DFND 1 383065 0 0 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 15379 542071 SH DFND 1 542071 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 12097 103240 SH DFND 1 103240 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 3885 39700 SH DFND 1 39700 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 76183 4937317 SH DFND 1 3759363 0 1177954 FOREST LABS INC COM 345838106 82881 1380663 SH DFND 1 1076433 0 304230 FORTRESS INVESTMENT 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0 TERADATA CORP DEL COM 88076W103 94635 2080349 SH DFND 1 1611849 0 468500 TIBCO SOFTWARE INC COM 88632Q103 14 607 SH DFND 1 607 0 0 TITAN MACHY INC COM 88830R101 8 470 SH DFND 1 470 0 0 TREEHOUSE FOODS INC COM 89469A104 12521 181672 SH DFND 1 181672 0 0 TWITTER INC COM 90184L102 1948 30600 SH DFND 1 30600 0 0 UNITED CONTL HLDGS INC COM 910047109 90430 2390440 SH DFND 1 1832320 0 558120 UNITED PARCEL SERVICE INC CL B 911312106 1261 12000 SH DFND 1 12000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 97792 859336 SH DFND 1 660326 0 199010 UNITEDHEALTH GROUP INC COM 91324P102 123688 1642599 SH DFND 1 1248329 0 394270 UNIVERSAL FST PRODS INC COM 913543104 20 384 SH DFND 1 384 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 13 375 SH DFND 1 375 0 0 VEEVA SYS INC CL A COM 922475108 1205 37550 SH DFND 1 37550 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1501 20200 SH DFND 1 20200 0 0 WABASH NATL CORP COM 929566107 20 1620 SH DFND 1 1620 0 0 WELLS FARGO & CO NEW COM 949746101 104676 2305629 SH DFND 1 1760649 0 544980 WHITING PETE CORP NEW COM 966387102 9371 151460 SH DFND 1 151460 0 0 WOODWARD INC COM 980745103 8495 186244 SH DFND 1 186244 0 0 WORKDAY INC CL A 98138H101 108 1300 SH DFND 1 1300 0 0 YOUKU TUDOU INC SPONSORED ADR 98742U100 1433 47300 SH DFND 1 47300 0 0 AIRCASTLE LTD COM G0129K104 13266 692365 SH DFND 1 692365 0 0 AMDOCS LTD ORD G02602103 14948 362470 SH DFND 1 362470 0 0 AMIRA NATURE FOODS LTD SHS G0335L102 2644 167740 SH DFND 1 167740 0 0 ASSURED GUARANTY LTD COM G0585R106 13307 564115 SH DFND 1 564115 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1209 14700 SH DFND 1 14700 0 0 CREDICORP LTD COM G2519Y108 1248 9400 SH DFND 1 9400 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 1714 28500 SH DFND 1 28500 0 0 FLEETMATICS GROUP PLC COM G35569105 2271 52500 SH DFND 1 52500 0 0 MONTPELIER RE HOLDINGS LTD SHS G62185106 17 597 SH DFND 1 597 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 94077 1171858 SH DFND 1 884118 0 287740 NXP SEMICONDUCTORS N V COM N6596X109 1415 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