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
AES CORP COM 00130H105 57,893 3,722,998 SH   DFND 1 2,803,108 0 919,890
AMN HEALTHCARE SERVICES INC COM 001744101 9,494 771,840 SH   DFND 1 771,840 0 0
ACACIA RESH CORP ACACIA TCH COM 003881307 6,101 343,738 SH   DFND 1 343,738 0 0
ADOBE SYS INC COM 00724F101 3,201 44,240 SH   DFND 1 44,240 0 0
ADVANCED ENERGY INDS COM 007973100 9,652 501,400 SH   DFND 1 501,400 0 0
ALLEGIANT TRAVEL CO COM 01748X102 14,654 124,430 SH   DFND 1 124,430 0 0
AMAZON COM INC COM 023135106 106,278 327,232 SH   DFND 1 249,542 0 77,690
AMEDICA CORP COM 023435100 1,590 352,640 SH   DFND 1 352,640 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 70,376 3,962,621 SH   DFND 1 3,134,011 0 828,610
AMGEN INC COM 031162100 143,553 1,212,750 SH   DFND 1 922,920 0 289,830
ANGIES LIST INC COM 034754101 8,236 689,780 SH   DFND 1 689,780 0 0
APACHE CORP COM 037411105 135,626 1,347,901 SH   DFND 1 1,018,851 0 329,050
APPLE INC COM 037833100 208,586 2,244,554 SH   DFND 1 1,710,159 0 534,395
ATHENAHEALTH INC COM 04685W103 2,234 17,850 SH   DFND 1 17,850 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 2,357 184,549 SH   DFND 1 184,549 0 0
BANCORP INC DEL COM 05969A105 5,992 503,080 SH   DFND 1 503,080 0 0
BED BATH & BEYOND INC COM 075896100 67 1,170 SH   DFND 1 1,170 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 802 12,890 SH   DFND 1 12,890 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 131 2,700 SH   DFND 1 2,700 0 0
BROADCOM CORP CL A 111320107 89,483 2,410,652 SH   DFND 1 1,834,682 0 575,970
BROOKDALE SR LIVING INC COM 112463104 8,422 252,601 SH   DFND 1 252,601 0 0
BROWN FORMAN CORP CL B 115637209 5,001 53,110 SH   DFND 1 53,110 0 0
CSG SYS INTL INC COM 126349109 9,621 368,470 SH   DFND 1 368,470 0 0
CABOT OIL & GAS CORP COM 127097103 1,590 46,570 SH   DFND 1 46,570 0 0
CALPINE CORP COM NEW 131347304 122,180 5,131,470 SH   DFND 1 3,897,730 0 1,233,740
CAPITAL ONE FINL CORP COM 14040H105 96,732 1,171,093 SH   DFND 1 887,113 0 283,980
CARMIKE CINEMAS INC COM 143436400 6,685 190,284 SH   DFND 1 190,284 0 0
CELGENE CORP COM 151020104 88,928 1,035,494 SH   DFND 1 786,594 0 248,900
CENTERSTATE BANKS INC COM 15201P109 1,470 131,223 SH   DFND 1 131,223 0 0
CHEVRON CORP NEW COM 166764100 118,858 910,438 SH   DFND 1 679,068 0 231,370
CHUYS HLDGS INC COM 171604101 12,080 332,784 SH   DFND 1 332,784 0 0
CIRCOR INTL INC COM 17273K109 7,839 101,639 SH   DFND 1 101,639 0 0
CISCO SYS INC COM 17275R102 125,105 5,034,403 SH   DFND 1 3,817,263 0 1,217,140
CITIGROUP INC COM NEW 172967424 174,239 3,699,332 SH   DFND 1 2,798,652 0 900,680
CLOUD PEAK ENERGY INC COM 18911Q102 17 907 SH   DFND 1 907 0 0
COACH INC COM 189754104 28,752 840,934 SH   DFND 1 640,074 0 200,860
COLGATE PALMOLIVE CO COM 194162103 80,426 1,179,609 SH   DFND 1 891,479 0 288,130
COMMVAULT SYSTEMS INC COM 204166102 1,062 21,600 SH   DFND 1 21,600 0 0
COMPASS MINERALS INTL INC COM 20451N101 10,624 110,968 SH   DFND 1 110,968 0 0
CONSOL ENERGY INC COM 20854P109 139,803 3,034,575 SH   DFND 1 2,287,905 0 746,670
COPART INC COM 217204106 10,628 295,539 SH   DFND 1 295,539 0 0
COVANTA HLDG CORP COM 22282E102 24 1,148 SH   DFND 1 1,148 0 0
CRITEO S A SPONS ADS 226718104 3,995 118,287 SH   DFND 1 118,287 0 0
CVENT INC COM 23247G109 1,324 45,510 SH   DFND 1 45,510 0 0
CYBERONICS INC COM 23251P102 12,211 195,494 SH   DFND 1 195,494 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 2,348 18,450 SH   DFND 1 18,450 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,960 44,600 SH   DFND 1 44,600 0 0
DICE HLDGS INC COM 253017107 6,276 824,730 SH   DFND 1 824,730 0 0
DISCOVER FINL SVCS COM 254709108 1,661 26,800 SH   DFND 1 26,800 0 0
DOLLAR GEN CORP NEW COM 256677105 146 2,540 SH   DFND 1 2,540 0 0
DOMINION DIAMOND CORP COM 257287102 2,384 165,000 SH   DFND 1 165,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 68,148 1,163,327 SH   DFND 1 876,357 0 286,970
E M C CORP MASS COM 268648102 134,955 5,123,594 SH   DFND 1 3,922,104 0 1,201,490
EOG RES INC COM 26875P101 2,842 24,320 SH   DFND 1 24,320 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 84,228 3,961,803 SH   DFND 1 3,206,783 0 755,020
EMERSON ELEC CO COM 291011104 78 1,170 SH   DFND 1 1,170 0 0
ENDOLOGIX INC COM 29266S106 8,143 535,380 SH   DFND 1 535,380 0 0
EURONET WORLDWIDE INC COM 298736109 30 620 SH   DFND 1 620 0 0
EVERTEC INC COM 30040P103 15,763 650,285 SH   DFND 1 650,285 0 0
EXACT SCIENCES CORP COM 30063P105 6,880 404,000 SH   DFND 1 404,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 79,062 1,003,840 SH   DFND 1 760,700 0 243,140
EXPRESS SCRIPTS HLDG CO COM 30219G108 81,932 1,181,765 SH   DFND 1 885,985 0 295,780
EXTERRAN HLDGS INC COM 30225X103 23 515 SH   DFND 1 515 0 0
FXCM INC COM CL A 302693106 11,451 765,446 SH   DFND 1 765,446 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 11,727 431,471 SH   DFND 1 431,471 0 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR 338488109 5,428 361,890 SH   DFND 1 361,890 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 3,064 32,720 SH   DFND 1 32,720 0 0
FORTRESS INVESTMENT GROUP LL CL A 34958B106 8,843 1,188,540 SH   DFND 1 1,188,540 0 0
GENTEX CORP COM 371901109 12,807 440,255 SH   DFND 1 440,255 0 0
GENWORTH FINL INC COM CL A 37247D106 114,017 6,552,678 SH   DFND 1 4,954,018 0 1,598,660
GOOGLE INC CL A 38259P508 158 270 SH   DFND 1 270 0 0
GOOGLE INC CL C 38259P706 155 270 SH   DFND 1 270 0 0
GROUPON INC COM CL A 399473107 33 4,940 SH   DFND 1 4,940 0 0
HAEMONETICS CORP COM 405024100 5,355 151,790 SH   DFND 1 151,790 0 0
HALLIBURTON CO COM 406216101 105,949 1,492,034 SH   DFND 1 1,137,054 0 354,980
HARTFORD FINL SVCS GROUP INC COM 416515104 72,006 2,010,769 SH   DFND 1 1,524,929 0 485,840
HATTERAS FINL CORP COM 41902R103 9,456 477,350 SH   DFND 1 477,350 0 0
HEICO CORP NEW COM 422806109 9,196 177,051 SH   DFND 1 177,051 0 0
ICF INTL INC COM 44925C103 15 423 SH   DFND 1 423 0 0
IPC THE HOSPITALIST CO INC COM 44984A105 8,935 202,068 SH   DFND 1 202,068 0 0
IDEXX LABS INC COM 45168D104 7,552 56,540 SH   DFND 1 56,540 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,096 76,230 SH   DFND 1 76,230 0 0
JPMORGAN CHASE & CO COM 46625H100 159,004 2,759,536 SH   DFND 1 2,051,846 0 707,690
KKR & CO L P DEL COM UNITS 48248M102 59,293 2,437,030 SH   DFND 1 1,732,090 0 704,940
KEY ENERGY SVCS INC COM 492914106 15 1,680 SH   DFND 1 1,680 0 0
KNOWLES CORP COM 49926D109 5,928 192,840 SH   DFND 1 192,840 0 0
KOPPERS HOLDINGS INC COM 50060P106 6,572 171,810 SH   DFND 1 171,810 0 0
LANDSTAR SYS INC COM 515098101 9,846 153,851 SH   DFND 1 153,851 0 0
LAS VEGAS SANDS CORP COM 517834107 2,492 32,700 SH   DFND 1 32,700 0 0
LAUDER ESTEE COS INC CL A 518439104 163 2,200 SH   DFND 1 2,200 0 0
LOWES COS INC COM 548661107 143 2,970 SH   DFND 1 2,970 0 0
MRC GLOBAL INC COM 55345K103 8,584 303,435 SH   DFND 1 303,435 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 11,300 180,950 SH   DFND 1 180,950 0 0
MAIN STREET CAPITAL CORP COM 56035L104 9,814 298,020 SH   DFND 1 298,020 0 0
MANHATTAN ASSOCS INC COM 562750109 9,662 280,630 SH   DFND 1 280,630 0 0
MARKETAXESS HLDGS INC COM 57060D108 9,286 171,780 SH   DFND 1 171,780 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,822 21,370 SH   DFND 1 21,370 0 0
MCDERMOTT INTL INC COM 580037109 5,654 698,870 SH   DFND 1 698,870 0 0
MEDTRONIC INC COM 585055106 121,363 1,903,435 SH   DFND 1 1,460,245 0 443,190
MERCK & CO INC NEW COM 58933Y105 116,689 2,017,092 SH   DFND 1 1,526,322 0 490,770
METHODE ELECTRS INC COM 591520200 9,653 252,630 SH   DFND 1 252,630 0 0
METLIFE INC COM 59156R108 120,785 2,173,958 SH   DFND 1 1,647,268 0 526,690
MICROSOFT CORP COM 594918104 174,590 4,186,817 SH   DFND 1 3,169,067 0 1,017,750
MODINE MFG CO COM 607828100 4,923 312,800 SH   DFND 1 312,800 0 0
MONRO MUFFLER BRAKE INC COM 610236101 9,991 187,830 SH   DFND 1 187,830 0 0
MONSANTO CO NEW COM 61166W101 166 1,330 SH   DFND 1 1,330 0 0
MURPHY USA INC COM 626755102 10,361 211,920 SH   DFND 1 211,920 0 0
NASDAQ OMX GROUP INC COM 631103108 1,627 42,120 SH   DFND 1 42,120 0 0
NEKTAR THERAPEUTICS COM 640268108 764 59,600 SH   DFND 1 59,600 0 0
NEUSTAR INC CL A 64126X201 4,494 172,705 SH   DFND 1 172,705 0 0
NIKE INC CL B 654106103 125 1,610 SH   DFND 1 1,610 0 0
NORFOLK SOUTHERN CORP COM 655844108 94,748 919,618 SH   DFND 1 698,218 0 221,400
OCCIDENTAL PETE CORP DEL COM 674599105 3,217 31,350 SH   DFND 1 31,350 0 0
OLD DOMINION FGHT LINES INC COM 679580100 10,939 171,782 SH   DFND 1 171,782 0 0
OMNICOM GROUP INC COM 681919106 1,140 16,000 SH   DFND 1 16,000 0 0
PACCAR INC COM 693718108 73,622 1,171,768 SH   DFND 1 883,563 0 288,205
PARKER HANNIFIN CORP COM 701094104 81,719 649,957 SH   DFND 1 507,293 0 142,664
PETSMART INC COM 716768106 1,549 25,900 SH   DFND 1 25,900 0 0
PHILLIPS 66 COM 718546104 80,228 997,494 SH   DFND 1 757,894 0 239,600
PIER 1 IMPORTS INC COM 720279108 8,115 526,620 SH   DFND 1 526,620 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 14,859 530,110 SH   DFND 1 530,110 0 0
POLYPORE INTL INC COM 73179V103 12,530 262,528 SH   DFND 1 262,528 0 0
POOL CORPORATION COM 73278L105 8,940 158,070 SH   DFND 1 158,070 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 9,625 161,690 SH   DFND 1 161,690 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 11,338 327,030 SH   DFND 1 327,030 0 0
POTBELLY CORP COM 73754Y100 6,672 418,070 SH   DFND 1 418,070 0 0
POTLATCH CORP NEW COM 737630103 5,913 142,831 SH   DFND 1 142,831 0 0
PREMIERE GLOBAL SVCS INC COM 740585104 19 1,391 SH   DFND 1 1,391 0 0
PROASSURANCE CORP COM 74267C106 9,213 207,494 SH   DFND 1 207,494 0 0
PRIVATEBANCORP INC COM 742962103 98 3,377 SH   DFND 1 3,377 0 0
PROS HOLDINGS INC COM 74346Y103 2,856 108,034 SH   DFND 1 108,034 0 0
QLIK TECHNOLOGIES INC COM 74733T105 81 3,600 SH   DFND 1 3,600 0 0
QEP RES INC COM 74733V100 9,111 264,090 SH   DFND 1 264,090 0 0
Q2 HLDGS INC COM 74736L109 5,346 374,920 SH   DFND 1 374,920 0 0
RCS CAP CORP COM CL A 74937W102 12,454 586,600 SH   DFND 1 586,600 0 0
RACKSPACE HOSTING INC COM 750086100 2,239 66,530 SH   DFND 1 66,530 0 0
RALPH LAUREN CORP CL A 751212101 69,304 431,293 SH   DFND 1 333,363 0 97,930
RED HAT INC COM 756577102 3,680 66,590 SH   DFND 1 66,590 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,856 138,420 SH   DFND 1 138,420 0 0
ROSETTA RESOURCES INC COM 777779307 3,831 69,840 SH   DFND 1 69,840 0 0
RUSH ENTERPRISES INC CL A 781846209 27 774 SH   DFND 1 774 0 0
SANCHEZ ENERGY CORP COM 79970Y105 9,487 252,390 SH   DFND 1 252,390 0 0
SAP AG SPON ADR 803054204 1,060 13,770 SH   DFND 1 13,770 0 0
SCHLUMBERGER LTD COM 806857108 2,611 22,140 SH   DFND 1 22,140 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 126 1,550 SH   DFND 1 1,550 0 0
SEMTECH CORP COM 816850101 10,042 384,020 SH   DFND 1 384,020 0 0
SERVICE CORP INTL COM 817565104 12,157 586,737 SH   DFND 1 586,737 0 0
SERVICENOW INC COM 81762P102 2,051 33,100 SH   DFND 1 33,100 0 0
SOUTHWEST AIRLS CO COM 844741108 1,746 65,000 SH   DFND 1 65,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 47,305 1,039,900 SH   DFND 1 828,330 0 211,570
SPANSION INC COM CL A NEW 84649R200 20 949 SH   DFND 1 949 0 0
SPIRIT AIRLS INC COM 848577102 150 2,370 SH   DFND 1 2,370 0 0
SPRINGLEAF HLDGS INC COM 85172J101 11,803 454,842 SH   DFND 1 454,842 0 0
STARBUCKS CORP COM 855244109 2,380 30,760 SH   DFND 1 30,760 0 0
STEEL DYNAMICS INC COM 858119100 9,658 538,050 SH   DFND 1 538,050 0 0
SUMMIT HOTEL PPTYS COM 866082100 3,166 298,680 SH   DFND 1 298,680 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,089 49,000 SH   DFND 1 49,000 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 12,657 435,250 SH   DFND 1 435,250 0 0
SYNOVUS FINL CORP COM NEW 87161C501 11,833 485,350 SH   DFND 1 485,350 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 1,706 19,060 SH   DFND 1 19,060 0 0
TARGET CORP COM 87612E106 77,297 1,333,851 SH   DFND 1 1,012,461 0 321,390
TAYLOR MORRISON HOME CORP CL A 87724P106 7,730 344,800 SH   DFND 1 344,800 0 0
TERADATA CORP DEL COM 88076W103 81,197 2,019,838 SH   DFND 1 1,526,653 0 493,185
TREEHOUSE FOODS INC COM 89469A104 14,553 181,752 SH   DFND 1 181,752 0 0
TWITTER INC COM 90184L102 1,164 28,400 SH   DFND 1 28,400 0 0
TYLER TECHNOLOGIES INC COM 902252105 12,496 137,000 SH   DFND 1 137,000 0 0
UNITED CONTL HLDGS INC COM 910047109 106,278 2,587,729 SH   DFND 1 1,973,719 0 614,010
UNITED PARCEL SERVICE INC CL B 911312106 101 980 SH   DFND 1 980 0 0
UNITED TECHNOLOGIES CORP COM 913017109 88,675 768,078 SH   DFND 1 573,518 0 194,560
UNITEDHEALTH GROUP INC COM 91324P102 130,818 1,600,217 SH   DFND 1 1,208,397 0 391,820
VEEVA SYS INC CL A COM 922475108 623 24,480 SH   DFND 1 24,480 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,321 13,950 SH   DFND 1 13,950 0 0
WELLS FARGO & CO NEW COM 949746101 121,581 2,313,177 SH   DFND 1 1,771,757 0 541,420
WOODWARD INC COM 980745103 9,355 186,424 SH   DFND 1 186,424 0 0
XOOM CORP COM 98419Q101 8,789 333,430 SH   DFND 1 333,430 0 0
YAHOO INC COM 984332106 82,796 2,356,850 SH   DFND 1 1,783,490 0 573,360
YOUKU TUDOU INC SPONSORED ADR 98742U100 1,129 47,300 SH   DFND 1 47,300 0 0
AIRCASTLE LTD COM G0129K104 9,520 535,715 SH   DFND 1 535,715 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 1,333 97,380 SH   DFND 1 97,380 0 0
ASSURED GUARANTY LTD COM G0585R106 11,896 485,555 SH   DFND 1 485,555 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 97 1,200 SH   DFND 1 1,200 0 0
CREDICORP LTD COM G2519Y108 1,461 9,400 SH   DFND 1 9,400 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 1,703 24,770 SH   DFND 1 24,770 0 0
FLEETMATICS GROUP PLC COM G35569105 1,475 45,600 SH   DFND 1 45,600 0 0
QUOTIENT LTD SHS G73268107 4,846 579,700 SH   DFND 1 579,700 0 0
FRANKS INTL N V COM N33462107 7,931 322,410 SH   DFND 1 322,410 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 106,870 1,094,423 SH   DFND 1 827,783 0 266,640
NXP SEMICONDUCTORS N V COM N6596X109 56,648 855,970 SH   DFND 1 652,320 0 203,650