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 86,074 6,698,386 SH   DFND 1 4,700,721 0 1,997,665
ABBVIE INC COM 00287Y109 76,073 1,299,513 SH   DFND 1 913,084 0 386,429
ACACIA RESH CORP ACACIA TCH COM 003881307 3,678 343,738 SH   DFND 1 343,738 0 0
ADVANCED ENERGY INDS COM 007973100 10,389 404,860 SH   DFND 1 404,860 0 0
ALBEMARLE CORP COM 012653101 49,055 928,370 SH   DFND 1 653,210 0 275,160
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,696 44,400 SH   DFND 1 44,400 0 0
ALLEGIANT TRAVEL CO COM 01748X102 10,507 54,640 SH   DFND 1 54,640 0 0
AMAZON COM INC COM 023135106 133,149 357,832 SH   DFND 1 255,522 0 102,310
AMERICAN HOMES 4 RENT CL A 02665T306 107,921 6,520,881 SH   DFND 1 4,759,841 0 1,761,040
AMERICAN INTL GROUP INC COM NEW 026874784 121,698 2,221,180 SH   DFND 1 1,567,900 0 653,280
AMGEN INC COM 031162100 140,216 877,170 SH   DFND 1 619,070 0 258,100
APACHE CORP COM 037411105 107,520 1,782,201 SH   DFND 1 1,251,111 0 531,090
APPLE INC COM 037833100 106,243 853,834 SH   DFND 1 632,259 0 221,575
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 3,872 759,220 SH   DFND 1 759,220 0 0
ATHENAHEALTH INC COM 04685W103 2,191 18,350 SH   DFND 1 18,350 0 0
BAKER HUGHES INC COM 057224107 67,610 1,063,380 SH   DFND 1 730,270 0 333,110
BALCHEM CORP COM 057665200 6,179 111,580 SH   DFND 1 111,580 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,866 186,086 SH   DFND 1 186,086 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,606 12,890 SH   DFND 1 12,890 0 0
BOEING CO COM 097023105 87,848 585,340 SH   DFND 1 416,430 0 168,910
BOSTON BEER INC CL A 100557107 53 200 SH   DFND 1 200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 174 2,700 SH   DFND 1 2,700 0 0
BROADCOM CORP CL A 111320107 104,176 2,406,182 SH   DFND 1 1,694,962 0 711,220
BROOKDALE SR LIVING INC COM 112463104 7,944 210,381 SH   DFND 1 210,381 0 0
BROWN FORMAN CORP CL B 115637209 4,798 53,110 SH   DFND 1 53,110 0 0
CSG SYS INTL INC COM 126349109 11,218 369,150 SH   DFND 1 369,150 0 0
CABOT OIL & GAS CORP COM 127097103 1,375 46,570 SH   DFND 1 46,570 0 0
CALIFORNIA RES CORP COM 13057Q107 823 108,140 SH   DFND 1 108,140 0 0
CALPINE CORP COM NEW 131347304 132,376 5,788,209 SH   DFND 1 4,133,264 0 1,654,945
CARMIKE CINEMAS INC COM 143436400 6,400 190,464 SH   DFND 1 190,464 0 0
CELGENE CORP COM 151020104 2,379 20,640 SH   DFND 1 20,640 0 0
CHEVRON CORP NEW COM 166764100 95,706 911,658 SH   DFND 1 646,548 0 265,110
CHUYS HLDGS INC COM 171604101 7,504 333,084 SH   DFND 1 333,084 0 0
CIRCOR INTL INC COM 17273K109 6,087 111,280 SH   DFND 1 111,280 0 0
CISCO SYS INC COM 17275R102 147,949 5,375,073 SH   DFND 1 3,784,913 0 1,590,160
CITIGROUP INC COM NEW 172967424 192,097 3,728,592 SH   DFND 1 2,613,412 0 1,115,180
CITIZENS FINL GROUP INC COM 174610105 62,616 2,594,960 SH   DFND 1 1,826,010 0 768,950
CLOUD PEAK ENERGY INC COM 18911Q102 5 907 SH   DFND 1 907 0 0
COLGATE PALMOLIVE CO COM 194162103 83,306 1,201,409 SH   DFND 1 850,679 0 350,730
CONSOL ENERGY INC COM 20854P109 87,478 3,136,535 SH   DFND 1 2,214,615 0 921,920
COPART INC COM 217204106 10,075 268,159 SH   DFND 1 268,159 0 0
COVANTA HLDG CORP COM 22282E102 26 1,148 SH   DFND 1 1,148 0 0
CRITEO S A SPONS ADS 226718104 6,396 161,913 SH   DFND 1 161,913 0 0
CVENT INC COM 23247G109 1,694 60,410 SH   DFND 1 60,410 0 0
CYBERONICS INC COM 23251P102 10,839 166,954 SH   DFND 1 166,954 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 2,040 18,450 SH   DFND 1 18,450 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,273 55,610 SH   DFND 1 55,610 0 0
DICE HLDGS INC COM 253017107 6,589 738,730 SH   DFND 1 738,730 0 0
DISCOVER FINL SVCS COM 254709108 101 1,800 SH   DFND 1 1,800 0 0
DOMINION DIAMOND CORP COM 257287102 2,189 128,100 SH   DFND 1 128,100 0 0
DYNEGY INC NEW DEL COM 26817R108 9,544 303,650 SH   DFND 1 303,650 0 0
E M C CORP MASS COM 268648102 129,065 5,049,494 SH   DFND 1 3,578,694 0 1,470,800
EOG RES INC COM 26875P101 86,962 948,440 SH   DFND 1 679,430 0 269,010
E TRADE FINANCIAL CORP COM NEW 269246401 116,275 4,071,963 SH   DFND 1 2,999,533 0 1,072,430
EMERSON ELEC CO COM 291011104 66 1,170 SH   DFND 1 1,170 0 0
ENDOLOGIX INC COM 29266S106 9,148 535,900 SH   DFND 1 535,900 0 0
EVERTEC INC COM 30040P103 12,721 581,950 SH   DFND 1 581,950 0 0
EXACT SCIENCES CORP COM 30063P105 8,900 404,170 SH   DFND 1 404,170 0 0
EXPEDIA INC DEL COM NEW 30212P303 85,992 913,550 SH   DFND 1 647,120 0 266,430
EXPRESS SCRIPTS HLDG CO COM 30219G108 110,641 1,275,105 SH   DFND 1 906,455 0 368,650
EXTERRAN HLDGS INC COM 30225X103 17 515 SH   DFND 1 515 0 0
FIREEYE INC COM 31816Q101 3,018 76,900 SH   DFND 1 76,900 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 10,696 384,471 SH   DFND 1 384,471 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,554 27,320 SH   DFND 1 27,320 0 0
GENTEX CORP COM 371901109 12,964 708,410 SH   DFND 1 708,410 0 0
GENWORTH FINL INC COM CL A 37247D106 66,960 9,160,028 SH   DFND 1 6,486,128 0 2,673,900
GOOGLE INC CL A 38259P508 150 270 SH   DFND 1 270 0 0
GOOGLE INC CL C 38259P706 148 270 SH   DFND 1 270 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 457 51,000 SH   DFND 1 51,000 0 0
HAEMONETICS CORP COM 405024100 6,818 151,790 SH   DFND 1 151,790 0 0
HANCOCK HLDG CO COM 410120109 7,254 242,950 SH   DFND 1 242,950 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 84,896 2,030,039 SH   DFND 1 1,432,769 0 597,270
HEICO CORP NEW COM 422806109 9,878 161,741 SH   DFND 1 161,741 0 0
ICF INTL INC COM 44925C103 17 423 SH   DFND 1 423 0 0
IPC HEALTHCARE INC COM 44984A105 8,014 171,828 SH   DFND 1 171,828 0 0
IDEXX LABS INC COM 45168D104 7,505 48,580 SH   DFND 1 48,580 0 0
IMPERVA INC COM 45321L100 1,499 35,100 SH   DFND 1 35,100 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 733 66,230 SH   DFND 1 66,230 0 0
JPMORGAN CHASE & CO COM 46625H100 145,213 2,397,046 SH   DFND 1 1,677,116 0 719,930
KKR & CO L P DEL COM UNITS 48248M102 69,475 3,045,810 SH   DFND 1 2,080,300 0 965,510
KATE SPADE & CO COM 485865109 167 5,000 SH   DFND 1 5,000 0 0
KEURIG GREEN MTN INC COM 49271M100 104,874 938,640 SH   DFND 1 660,350 0 278,290
KNOWLES CORP COM 49926D109 7,311 379,420 SH   DFND 1 379,420 0 0
KOPPERS HOLDINGS INC COM 50060P106 3,381 171,810 SH   DFND 1 171,810 0 0
LANDSTAR SYS INC COM 515098101 9,596 144,731 SH   DFND 1 144,731 0 0
LAS VEGAS SANDS CORP COM 517834107 1,827 33,200 SH   DFND 1 33,200 0 0
LOWES COS INC COM 548661107 103,959 1,397,490 SH   DFND 1 983,900 0 413,590
MAIN STREET CAPITAL CORP COM 56035L104 8,860 286,747 SH   DFND 1 286,747 0 0
MANHATTAN ASSOCS INC COM 562750109 13,321 263,200 SH   DFND 1 263,200 0 0
MARKETAXESS HLDGS INC COM 57060D108 13,008 156,910 SH   DFND 1 156,910 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,988 21,370 SH   DFND 1 21,370 0 0
MCDONALDS CORP COM 580135101 73,456 753,856 SH   DFND 1 526,851 0 227,005
MELCO CROWN ENTMT LTD ADR 585464100 1,536 71,570 SH   DFND 1 71,570 0 0
MERCK & CO INC NEW COM 58933Y105 149,621 2,603,002 SH   DFND 1 1,827,262 0 775,740
METHODE ELECTRS INC COM 591520200 11,903 253,050 SH   DFND 1 253,050 0 0
MICROSOFT CORP COM 594918104 178,987 4,402,587 SH   DFND 1 3,117,107 0 1,285,480
MODINE MFG CO COM 607828100 5,861 435,110 SH   DFND 1 435,110 0 0
MONRO MUFFLER BRAKE INC COM 610236101 12,236 188,100 SH   DFND 1 188,100 0 0
MONSANTO CO NEW COM 61166W101 150 1,330 SH   DFND 1 1,330 0 0
MURPHY USA INC COM 626755102 10,982 151,750 SH   DFND 1 151,750 0 0
NASDAQ OMX GROUP INC COM 631103108 2,996 58,820 SH   DFND 1 58,820 0 0
NEKTAR THERAPEUTICS COM 640268108 671 61,000 SH   DFND 1 61,000 0 0
NEUSTAR INC CL A 64126X201 4,259 172,985 SH   DFND 1 172,985 0 0
NIKE INC CL B 654106103 162 1,610 SH   DFND 1 1,610 0 0
NORFOLK SOUTHERN CORP COM 655844108 37,671 366,022 SH   DFND 1 258,738 0 107,284
OCCIDENTAL PETE CORP DEL COM 674599105 2,289 31,350 SH   DFND 1 31,350 0 0
OLD DOMINION FGHT LINES INC COM 679580100 10,174 131,612 SH   DFND 1 131,612 0 0
ON DECK CAP INC COM 682163100 1,384 65,000 SH   DFND 1 65,000 0 0
PRA GROUP INC COM 69354N106 8,797 161,940 SH   DFND 1 161,940 0 0
PACCAR INC COM 693718108 77,579 1,228,688 SH   DFND 1 867,583 0 361,105
PIER 1 IMPORTS INC COM 720279108 7,368 527,020 SH   DFND 1 527,020 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 11,941 465,350 SH   DFND 1 465,350 0 0
POLYPORE INTL INC COM 73179V103 11,923 202,428 SH   DFND 1 202,428 0 0
POOL CORPORATION COM 73278L105 11,041 158,270 SH   DFND 1 158,270 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 10,505 283,220 SH   DFND 1 283,220 0 0
POTBELLY CORP COM 73754Y100 7,439 543,010 SH   DFND 1 543,010 0 0
POTLATCH CORP NEW COM 737630103 9,113 227,590 SH   DFND 1 227,590 0 0
PRECISION CASTPARTS CORP COM 740189105 168 800 SH   DFND 1 800 0 0
PREMIERE GLOBAL SVCS INC COM 740585104 13 1,391 SH   DFND 1 1,391 0 0
PROASSURANCE CORP COM 74267C106 9,540 207,794 SH   DFND 1 207,794 0 0
PRIVATEBANCORP INC COM 742962103 119 3,377 SH   DFND 1 3,377 0 0
PROS HOLDINGS INC COM 74346Y103 5,501 222,610 SH   DFND 1 222,610 0 0
PULTE GROUP INC COM 745867101 143,106 6,437,533 SH   DFND 1 4,545,088 0 1,892,445
QLIK TECHNOLOGIES INC COM 74733T105 112 3,600 SH   DFND 1 3,600 0 0
Q2 HLDGS INC COM 74736L109 9,536 451,090 SH   DFND 1 451,090 0 0
RCS CAP CORP COM CL A 74937W102 6,351 596,860 SH   DFND 1 596,860 0 0
RACKSPACE HOSTING INC COM 750086100 3,432 66,530 SH   DFND 1 66,530 0 0
RALPH LAUREN CORP CL A 751212101 60,751 461,983 SH   DFND 1 337,373 0 124,610
RED HAT INC COM 756577102 4,551 60,080 SH   DFND 1 60,080 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 12,322 141,630 SH   DFND 1 141,630 0 0
ROCKWELL AUTOMATION INC COM 773903109 85,609 738,070 SH   DFND 1 521,410 0 216,660
ROSETTA RESOURCES INC COM 777779307 2,409 141,540 SH   DFND 1 141,540 0 0
RUSH ENTERPRISES INC CL A 781846209 21 774 SH   DFND 1 774 0 0
SALESFORCE COM INC COM 79466L302 2,659 39,800 SH   DFND 1 39,800 0 0
SANCHEZ ENERGY CORP COM 79970Y105 4,082 313,790 SH   DFND 1 313,790 0 0
SCHLUMBERGER LTD COM 806857108 1,847 22,140 SH   DFND 1 22,140 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 106 1,550 SH   DFND 1 1,550 0 0
SEMTECH CORP COM 816850101 8,620 323,530 SH   DFND 1 323,530 0 0
SERVICE CORP INTL COM 817565104 14,239 546,617 SH   DFND 1 546,617 0 0
SERVICENOW INC COM 81762P102 2,608 33,100 SH   DFND 1 33,100 0 0
SPIRIT AIRLS INC COM 848577102 129 1,670 SH   DFND 1 1,670 0 0
SPRINGLEAF HLDGS INC COM 85172J101 16,505 318,822 SH   DFND 1 318,822 0 0
STARBUCKS CORP COM 855244109 2,913 30,760 SH   DFND 1 30,760 0 0
STEEL DYNAMICS INC COM 858119100 92,892 4,621,515 SH   DFND 1 3,416,269 0 1,205,246
SUMMIT HOTEL PPTYS COM 866082100 5,978 424,910 SH   DFND 1 424,910 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,433 49,000 SH   DFND 1 49,000 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 13,764 400,930 SH   DFND 1 400,930 0 0
SYNOVUS FINL CORP COM NEW 87161C501 5,662 202,150 SH   DFND 1 202,150 0 0
TALMER BANCORP INC COM 87482X101 4,328 282,572 SH   DFND 1 282,572 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 7,201 345,380 SH   DFND 1 345,380 0 0
TERADATA CORP DEL COM 88076W103 68,844 1,559,680 SH   DFND 1 1,101,444 0 458,236
TREEHOUSE FOODS INC COM 89469A104 13,762 161,872 SH   DFND 1 161,872 0 0
TRIANGLE CAP CORP COM 895848109 6,355 278,608 SH   DFND 1 278,608 0 0
TWITTER INC COM 90184L102 1,322 26,400 SH   DFND 1 26,400 0 0
2U INC COM 90214J101 1,969 76,978 SH   DFND 1 76,978 0 0
TYLER TECHNOLOGIES INC COM 902252105 14,755 122,420 SH   DFND 1 122,420 0 0
UNITED CONTL HLDGS INC COM 910047109 121,975 1,813,759 SH   DFND 1 1,292,629 0 521,130
UNITEDHEALTH GROUP INC COM 91324P102 131,431 1,111,092 SH   DFND 1 781,138 0 329,954
VEEVA SYS INC CL A COM 922475108 625 24,480 SH   DFND 1 24,480 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,657 14,050 SH   DFND 1 14,050 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,749 59,400 SH   DFND 1 59,400 0 0
VIRGIN AMER INC COM VTG 92765X208 1,216 40,000 SH   DFND 1 40,000 0 0
WASHINGTON FED INC COM 938824109 8,778 402,550 SH   DFND 1 402,550 0 0
WELLS FARGO & CO NEW COM 949746101 139,520 2,564,697 SH   DFND 1 1,817,047 0 747,650
WOODWARD INC COM 980745103 9,524 186,714 SH   DFND 1 186,714 0 0
XOOM CORP COM 98419Q101 5,947 404,850 SH   DFND 1 404,850 0 0
YAHOO INC COM 984332106 123,301 2,774,860 SH   DFND 1 1,946,880 0 827,980
AIRCASTLE LTD COM G0129K104 10,288 458,045 SH   DFND 1 458,045 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 873 97,380 SH   DFND 1 97,380 0 0
ASSURED GUARANTY LTD COM G0585R106 10,548 399,695 SH   DFND 1 399,695 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 112 1,200 SH   DFND 1 1,200 0 0
CREDICORP LTD COM G2519Y108 984 7,000 SH   DFND 1 7,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 109 1,370 SH   DFND 1 1,370 0 0
FLEETMATICS GROUP PLC COM G35569105 2,045 45,600 SH   DFND 1 45,600 0 0
MEDTRONIC PLC SHS G5960L103 134,377 1,723,005 SH   DFND 1 1,207,835 0 515,170
QUOTIENT LTD SHS G73268107 8,146 479,170 SH   DFND 1 479,170 0 0
PERRIGO CO PLC SHS G97822103 92,980 561,640 SH   DFND 1 399,870 0 161,770
AVG TECHNOLOGIES N V SHS N07831105 7,451 344,151 SH   DFND 1 344,151 0 0
FRANKS INTL N V COM N33462107 6,037 322,810 SH   DFND 1 322,810 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 849 20,200 SH   DFND 1 20,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 94,732 1,078,953 SH   DFND 1 786,163 0 292,790
NXP SEMICONDUCTORS N V COM N6596X109 95,092 947,510 SH   DFND 1 675,981 0 271,529
PROQR THRAPEUTICS N V SHS EURO N71542109 381 17,400 SH   DFND 1 17,400 0 0