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 122,918 9,269,806 SH   DFND 1 6,476,441 0 2,793,365
ABBVIE INC COM 00287Y109 86,952 1,294,123 SH   DFND 1 903,424 0 390,699
ACACIA RESH CORP ACACIA TCH COM 003881307 1,562 178,138 SH   DFND 1 178,138 0 0
ADURO BIOTECH INC COM 00739L101 41 1,340 SH   DFND 1 1,340 0 0
ADVANCED ENERGY INDS COM 007973100 7,796 283,610 SH   DFND 1 283,610 0 0
ALBEMARLE CORP COM 012653101 51,152 925,490 SH   DFND 1 650,330 0 275,160
ALEXION PHARMACEUTICALS INC COM 015351109 86,244 477,094 SH   DFND 1 338,291 0 138,803
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,327 52,600 SH   DFND 1 52,600 0 0
ALLEGIANT TRAVEL CO COM 01748X102 9,719 54,640 SH   DFND 1 54,640 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 2,314 940,562 SH   DFND 1 940,562 0 0
AMAZON COM INC COM 023135106 154,771 356,542 SH   DFND 1 254,232 0 102,310
AMERICAN EXPRESS CO COM 025816109 43,500 559,700 SH   DFND 1 388,720 0 170,980
AMERICAN HOMES 4 RENT CL A 02665T306 105,182 6,557,471 SH   DFND 1 4,762,111 0 1,795,360
AMERICAN INTL GROUP INC COM NEW 026874784 138,207 2,235,630 SH   DFND 1 1,559,770 0 675,860
AMGEN INC COM 031162100 128,137 834,660 SH   DFND 1 582,400 0 252,260
APACHE CORP COM 037411105 101,422 1,759,881 SH   DFND 1 1,228,791 0 531,090
APIGEE CORP COM 03765N108 679 68,400 SH   DFND 1 68,400 0 0
APPLE INC COM 037833100 109,409 872,304 SH   DFND 1 623,429 0 248,875
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 5,125 759,220 SH   DFND 1 759,220 0 0
ATHENAHEALTH INC COM 04685W103 2,194 19,150 SH   DFND 1 19,150 0 0
BAKER HUGHES INC COM 057224107 65,451 1,060,790 SH   DFND 1 727,680 0 333,110
BALCHEM CORP COM 057665200 9,026 161,980 SH   DFND 1 161,980 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,904 192,886 SH   DFND 1 192,886 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,873 13,690 SH   DFND 1 13,690 0 0
BOEING CO COM 097023105 78,176 563,550 SH   DFND 1 394,640 0 168,910
BOSTON BEER INC CL A 100557107 116 500 SH   DFND 1 500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 180 2,700 SH   DFND 1 2,700 0 0
BROOKDALE SR LIVING INC COM 112463104 7,300 210,381 SH   DFND 1 210,381 0 0
BROWN FORMAN CORP CL B 115637209 5,511 55,010 SH   DFND 1 55,010 0 0
CSG SYS INTL INC COM 126349109 11,694 369,360 SH   DFND 1 369,360 0 0
CABOT OIL & GAS CORP COM 127097103 1,519 48,170 SH   DFND 1 48,170 0 0
CALIFORNIA RES CORP COM 13057Q107 694 114,840 SH   DFND 1 114,840 0 0
CALPINE CORP COM NEW 131347304 117,446 6,528,399 SH   DFND 1 4,550,644 0 1,977,755
CARMIKE CINEMAS INC COM 143436400 5,055 190,464 SH   DFND 1 190,464 0 0
CELGENE CORP COM 151020104 2,505 21,640 SH   DFND 1 21,640 0 0
CHEVRON CORP NEW COM 166764100 87,727 909,368 SH   DFND 1 644,258 0 265,110
CHUYS HLDGS INC COM 171604101 8,934 333,494 SH   DFND 1 333,494 0 0
CIRCOR INTL INC COM 17273K109 6,075 111,410 SH   DFND 1 111,410 0 0
CISCO SYS INC COM 17275R102 146,681 5,341,623 SH   DFND 1 3,751,463 0 1,590,160
CITIGROUP INC COM NEW 172967424 205,738 3,724,442 SH   DFND 1 2,604,042 0 1,120,400
CITIZENS FINL GROUP INC COM 174610105 70,328 2,575,160 SH   DFND 1 1,806,210 0 768,950
COLGATE PALMOLIVE CO COM 194162103 77,797 1,189,369 SH   DFND 1 838,639 0 350,730
CONSOL ENERGY INC COM 20854P109 80,879 3,720,285 SH   DFND 1 2,595,475 0 1,124,810
COPART INC COM 217204106 9,521 268,349 SH   DFND 1 268,349 0 0
CRITEO S A SPONS ADS 226718104 7,718 161,913 SH   DFND 1 161,913 0 0
CVENT INC COM 23247G109 1,648 63,910 SH   DFND 1 63,910 0 0
CYBERONICS INC COM 23251P102 9,927 166,954 SH   DFND 1 166,954 0 0
DHI GROUP INC COM 23331S100 6,567 738,730 SH   DFND 1 738,730 0 0
DEVON ENERGY CORP NEW COM 25179M103 66,781 1,122,552 SH   DFND 1 782,478 0 340,074
DIAGEO P L C SPON ADR NEW 25243Q205 2,976 25,650 SH   DFND 1 25,650 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,192 55,610 SH   DFND 1 55,610 0 0
DISCOVER FINL SVCS COM 254709108 104 1,800 SH   DFND 1 1,800 0 0
DOMINION DIAMOND CORP COM 257287102 1,636 116,800 SH   DFND 1 116,800 0 0
DYNEGY INC NEW DEL COM 26817R108 8,887 303,830 SH   DFND 1 303,830 0 0
E M C CORP MASS COM 268648102 130,732 4,953,854 SH   DFND 1 3,483,054 0 1,470,800
EOG RES INC COM 26875P101 2,205 25,180 SH   DFND 1 25,180 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 84,907 2,834,953 SH   DFND 1 2,053,563 0 781,390
ENCANA CORP COM 292505104 1,366 124,000 SH   DFND 1 124,000 0 0
ENDOLOGIX INC COM 29266S106 8,221 535,900 SH   DFND 1 535,900 0 0
ETSY INC COM 29786A106 1,020 72,600 SH   DFND 1 72,600 0 0
EVERTEC INC COM 30040P103 12,368 582,320 SH   DFND 1 582,320 0 0
EXACT SCIENCES CORP COM 30063P105 12,020 404,170 SH   DFND 1 404,170 0 0
EXPEDIA INC DEL COM NEW 30212P303 99,492 909,850 SH   DFND 1 643,420 0 266,430
EXPRESS SCRIPTS HLDG CO COM 30219G108 112,687 1,266,995 SH   DFND 1 898,345 0 368,650
EXTERRAN HLDGS INC COM 30225X103 17 515 SH   DFND 1 515 0 0
FIREEYE INC COM 31816Q101 3,185 65,110 SH   DFND 1 65,110 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 10,676 384,871 SH   DFND 1 384,871 0 0
FOGO DE CHAO INC COM 344177100 695 30,000 SH   DFND 1 30,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,523 28,320 SH   DFND 1 28,320 0 0
GENTEX CORP COM 371901109 11,641 708,930 SH   DFND 1 708,930 0 0
GENWORTH FINL INC COM CL A 37247D106 70,741 9,344,958 SH   DFND 1 6,508,988 0 2,835,970
GOOGLE INC CL A 38259P508 146 270 SH   DFND 1 270 0 0
GOOGLE INC CL C 38259P706 141 270 SH   DFND 1 270 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 518 52,900 SH   DFND 1 52,900 0 0
HAEMONETICS CORP COM 405024100 5,318 128,570 SH   DFND 1 128,570 0 0
HANCOCK HLDG CO COM 410120109 8,496 266,250 SH   DFND 1 266,250 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 84,293 2,027,739 SH   DFND 1 1,430,469 0 597,270
HEICO CORP NEW COM 422806109 9,448 162,051 SH   DFND 1 162,051 0 0
ICF INTL INC COM 44925C103 5,295 151,883 SH   DFND 1 151,883 0 0
IPC HEALTHCARE INC COM 44984A105 5,608 101,248 SH   DFND 1 101,248 0 0
IMPERVA INC COM 45321L100 2,464 36,400 SH   DFND 1 36,400 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 751 68,630 SH   DFND 1 68,630 0 0
JPMORGAN CHASE & CO COM 46625H100 161,997 2,390,746 SH   DFND 1 1,670,816 0 719,930
KKR & CO L P DEL COM UNITS 48248M102 68,113 2,980,870 SH   DFND 1 2,015,360 0 965,510
KATE SPADE & CO COM 485865109 134 6,200 SH   DFND 1 6,200 0 0
KEURIG GREEN MTN INC COM 49271M100 101,113 1,319,490 SH   DFND 1 919,750 0 399,740
KNOWLES CORP COM 49926D109 6,868 379,420 SH   DFND 1 379,420 0 0
KOPPERS HOLDINGS INC COM 50060P106 4,247 171,810 SH   DFND 1 171,810 0 0
LANDSTAR SYS INC COM 515098101 9,678 144,731 SH   DFND 1 144,731 0 0
LAS VEGAS SANDS CORP COM 517834107 1,842 35,040 SH   DFND 1 35,040 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 7,224 239,210 SH   DFND 1 239,210 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 5,516 54,670 SH   DFND 1 54,670 0 0
LOWES COS INC COM 548661107 92,678 1,383,870 SH   DFND 1 970,280 0 413,590
MAIN STREET CAPITAL CORP COM 56035L104 9,310 291,768 SH   DFND 1 291,768 0 0
MANHATTAN ASSOCS INC COM 562750109 10,269 172,150 SH   DFND 1 172,150 0 0
MARKETAXESS HLDGS INC COM 57060D108 12,684 136,730 SH   DFND 1 136,730 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,123 22,070 SH   DFND 1 22,070 0 0
MCDONALDS CORP COM 580135101 89,507 941,486 SH   DFND 1 653,821 0 287,665
MELCO CROWN ENTMT LTD ADR 585464100 1,456 74,170 SH   DFND 1 74,170 0 0
MERCK & CO INC NEW COM 58933Y105 147,501 2,590,912 SH   DFND 1 1,815,172 0 775,740
METHODE ELECTRS INC COM 591520200 6,946 253,050 SH   DFND 1 253,050 0 0
MICROSOFT CORP COM 594918104 195,830 4,435,557 SH   DFND 1 3,106,427 0 1,329,130
MODINE MFG CO COM 607828100 4,669 435,110 SH   DFND 1 435,110 0 0
MONRO MUFFLER BRAKE INC COM 610236101 11,692 188,100 SH   DFND 1 188,100 0 0
MONSANTO CO NEW COM 61166W101 142 1,330 SH   DFND 1 1,330 0 0
MURPHY USA INC COM 626755102 8,481 151,930 SH   DFND 1 151,930 0 0
NASDAQ OMX GROUP INC COM 631103108 2,969 60,820 SH   DFND 1 60,820 0 0
NEKTAR THERAPEUTICS COM 640268108 832 66,500 SH   DFND 1 66,500 0 0
NEUSTAR INC CL A 64126X201 5,053 172,985 SH   DFND 1 172,985 0 0
NIKE INC CL B 654106103 174 1,610 SH   DFND 1 1,610 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,524 32,450 SH   DFND 1 32,450 0 0
OLD DOMINION FGHT LINES INC COM 679580100 9,029 131,612 SH   DFND 1 131,612 0 0
ON DECK CAP INC COM 682163100 780 67,400 SH   DFND 1 67,400 0 0
PRA GROUP INC COM 69354N106 10,097 162,040 SH   DFND 1 162,040 0 0
PACCAR INC COM 693718108 78,149 1,224,708 SH   DFND 1 863,603 0 361,105
PIER 1 IMPORTS INC COM 720279108 6,656 527,020 SH   DFND 1 527,020 0 0
POOL CORPORATION COM 73278L105 9,596 136,730 SH   DFND 1 136,730 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,404 283,590 SH   DFND 1 283,590 0 0
POTBELLY CORP COM 73754Y100 6,652 543,010 SH   DFND 1 543,010 0 0
POTLATCH CORP NEW COM 737630103 8,048 227,870 SH   DFND 1 227,870 0 0
PRECISION CASTPARTS CORP COM 740189105 160 800 SH   DFND 1 800 0 0
PRESS GANEY HLDGS INC COM 74113L102 6,543 228,220 SH   DFND 1 228,220 0 0
PROASSURANCE CORP COM 74267C106 9,602 207,794 SH   DFND 1 207,794 0 0
PRIVATEBANCORP INC COM 742962103 134 3,377 SH   DFND 1 3,377 0 0
PROS HOLDINGS INC COM 74346Y103 4,699 222,610 SH   DFND 1 222,610 0 0
PULTE GROUP INC COM 745867101 131,480 6,525,073 SH   DFND 1 4,547,828 0 1,977,245
QLIK TECHNOLOGIES INC COM 74733T105 126 3,600 SH   DFND 1 3,600 0 0
Q2 HLDGS INC COM 74736L109 12,743 451,090 SH   DFND 1 451,090 0 0
RCS CAP CORP COM CL A 74937W102 4,572 596,860 SH   DFND 1 596,860 0 0
RACKSPACE HOSTING INC COM 750086100 2,560 68,830 SH   DFND 1 68,830 0 0
RALPH LAUREN CORP CL A 751212101 77,116 582,623 SH   DFND 1 410,113 0 172,510
RED HAT INC COM 756577102 3,585 47,220 SH   DFND 1 47,220 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,560 111,400 SH   DFND 1 111,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 91,517 734,250 SH   DFND 1 517,590 0 216,660
RUSH ENTERPRISES INC CL A 781846209 4,190 159,849 SH   DFND 1 159,849 0 0
SALESFORCE COM INC COM 79466L302 3,398 48,800 SH   DFND 1 48,800 0 0
SANCHEZ ENERGY CORP COM 79970Y105 3,075 313,790 SH   DFND 1 313,790 0 0
SCHLUMBERGER LTD COM 806857108 1,977 22,940 SH   DFND 1 22,940 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 101 1,550 SH   DFND 1 1,550 0 0
SEMTECH CORP COM 816850101 6,422 323,530 SH   DFND 1 323,530 0 0
SERVICE CORP INTL COM 817565104 14,304 486,047 SH   DFND 1 486,047 0 0
SERVICENOW INC COM 81762P102 2,541 34,200 SH   DFND 1 34,200 0 0
SPIRIT AIRLS INC COM 848577102 104 1,670 SH   DFND 1 1,670 0 0
SPRINGLEAF HLDGS INC COM 85172J101 14,637 318,822 SH   DFND 1 318,822 0 0
STARBUCKS CORP COM 855244109 3,432 64,020 SH   DFND 1 64,020 0 0
STEEL DYNAMICS INC COM 858119100 95,994 4,634,035 SH   DFND 1 3,406,199 0 1,227,836
SUMMIT HOTEL PPTYS COM 866082100 5,536 425,490 SH   DFND 1 425,490 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,398 50,800 SH   DFND 1 50,800 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 13,988 364,450 SH   DFND 1 364,450 0 0
TALMER BANCORP INC COM 87482X101 9,326 556,780 SH   DFND 1 556,780 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 7,032 345,380 SH   DFND 1 345,380 0 0
TESLA MTRS INC COM 88160R101 1,636 6,100 SH   DFND 1 6,100 0 0
TREEHOUSE FOODS INC COM 89469A104 13,130 162,042 SH   DFND 1 162,042 0 0
TRIANGLE CAP CORP COM 895848109 6,863 292,799 SH   DFND 1 292,799 0 0
TWITTER INC COM 90184L102 1,532 42,300 SH   DFND 1 42,300 0 0
2U INC COM 90214J101 8,147 253,100 SH   DFND 1 253,100 0 0
TYLER TECHNOLOGIES INC COM 902252105 14,520 112,230 SH   DFND 1 112,230 0 0
U S SILICA HLDGS INC COM 90346E103 6,483 220,810 SH   DFND 1 220,810 0 0
UNITED CONTL HLDGS INC COM 910047109 96,341 1,817,409 SH   DFND 1 1,289,699 0 527,710
UNITEDHEALTH GROUP INC COM 91324P102 134,877 1,105,552 SH   DFND 1 775,598 0 329,954
VEEVA SYS INC CL A COM 922475108 731 26,080 SH   DFND 1 26,080 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,797 14,550 SH   DFND 1 14,550 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,083 93,600 SH   DFND 1 93,600 0 0
VIRGIN AMER INC COM VTG 92765X208 1,140 41,500 SH   DFND 1 41,500 0 0
WASHINGTON FED INC COM 938824109 9,400 402,550 SH   DFND 1 402,550 0 0
WEBMD HEALTH CORP COM 94770V102 7,714 174,210 SH   DFND 1 174,210 0 0
WELLS FARGO & CO NEW COM 949746101 146,188 2,599,357 SH   DFND 1 1,813,857 0 785,500
WOODWARD INC COM 980745103 10,275 186,854 SH   DFND 1 186,854 0 0
XOOM CORP COM 98419Q101 8,524 404,850 SH   DFND 1 404,850 0 0
YAHOO INC COM 984332106 131,871 3,356,350 SH   DFND 1 2,335,370 0 1,020,980
AMIRA NATURE FOODS LTD SHS G0335L102 1,159 100,880 SH   DFND 1 100,880 0 0
ASSURED GUARANTY LTD COM G0585R106 9,598 400,065 SH   DFND 1 400,065 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 116 1,200 SH   DFND 1 1,200 0 0
CREDICORP LTD COM G2519Y108 1,014 7,300 SH   DFND 1 7,300 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 117 1,370 SH   DFND 1 1,370 0 0
FLEETMATICS GROUP PLC COM G35569105 1,850 39,500 SH   DFND 1 39,500 0 0
MEDTRONIC PLC SHS G5960L103 127,017 1,714,125 SH   DFND 1 1,198,955 0 515,170
QUOTIENT LTD SHS G73268107 7,087 479,170 SH   DFND 1 479,170 0 0
AVG TECHNOLOGIES N V SHS N07831105 10,746 394,911 SH   DFND 1 394,911 0 0
FRANKS INTL N V COM N33462107 6,089 323,190 SH   DFND 1 323,190 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,850 34,800 SH   DFND 1 34,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 111,828 1,080,253 SH   DFND 1 782,633 0 297,620
NXP SEMICONDUCTORS N V COM N6596X109 92,859 945,610 SH   DFND 1 674,081 0 271,529
PROQR THRAPEUTICS N V SHS EURO N71542109 302 18,100 SH   DFND 1 18,100 0 0