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
A.O. Smith Corporation COM 831865209 3,161 58,600 SH   SOLE   0 11,850 46,750
ANSYS, Inc. COM 03662Q105 3,396 38,945 SH   SOLE   0 38,105 840
ANSYS, Inc. COM 03662Q105 4,347 49,850 SH   DFND   49,850 0 0
Alexion Pharmaceuticals, Inc. COM 015351109 2,989 22,496 SH   SOLE   0 21,881 615
Alexion Pharmaceuticals, Inc. COM 015351109 92 695 SH   DFND   695 0 0
Align Technology, Inc. COM 016255101 248 4,345 SH   SOLE   0 4,345 0
Align Technology, Inc. COM 016255101 3,931 68,800 SH   DFND   68,800 0 0
American Airlines Group Inc. COM 02376R102 4,624 183,115 SH   SOLE   0 41,065 142,050
American Airlines Group Inc. COM 02376R102 95 3,765 SH   DFND   3,765 0 0
Amphenol Corporation COM 032095101 5,000 56,070 SH   SOLE   0 54,795 1,275
Amphenol Corporation COM 032095101 5,333 59,800 SH   DFND   59,800 0 0
Brunswick Corporation COM 117043109 18,166 394,390 SH   SOLE   0 182,390 212,000
Brunswick Corporation COM 117043109 6,469 140,450 SH   DFND   140,450 0 0
Carrizo Oil & Gas, Inc. COM 144577103 5,701 127,340 SH   SOLE   0 124,515 2,825
Carrizo Oil & Gas, Inc. COM 144577103 5,643 126,050 SH   DFND   126,050 0 0
Celldex Therapeutics Inc. COM 15117B103 13,245 547,070 SH   SOLE   0 120,120 426,950
Celldex Therapeutics Inc. COM 15117B103 89 3,665 SH   DFND   3,665 0 0
ChannelAdvisor Corporation COM 159179100 207 4,970 SH   SOLE   0 4,970 0
Ciena Corporation COM 171779309 247 10,335 SH   SOLE   0 10,335 0
Ciena Corporation COM 171779309 3,661 152,995 SH   DFND   152,995 0 0
Continental Resources, Inc. COM 212015101 5,169 45,940 SH   SOLE   0 10,205 35,735
Continental Resources, Inc. COM 212015101 2,453 21,800 SH   DFND   21,800 0 0
Cummins Inc. COM 231021106 4,717 33,460 SH   SOLE   0 32,715 745
Cummins Inc. COM 231021106 4,834 34,290 SH   DFND   34,290 0 0
Deckers Outdoor Corporation COM 243537107 18,237 215,930 SH   SOLE   0 94,880 121,050
Deckers Outdoor Corporation COM 243537107 3,819 45,220 SH   DFND   45,220 0 0
Delta Air Lines Inc. COM 247361702 6,260 227,875 SH   SOLE   0 222,550 5,325
Delta Air Lines Inc. COM 247361702 5,913 215,250 SH   DFND   215,250 0 0
DexCom Inc. COM 252131107 219 6,185 SH   SOLE   0 6,185 0
DexCom Inc. COM 252131107 1,107 31,250 SH   DFND   31,250 0 0
Diamondback Energy Inc COM 25278X109 207 3,915 SH   SOLE   0 3,915 0
Diana Shipping Inc. COM Y2066G104 2,537 190,890 SH   SOLE   0 187,025 3,865
Diana Shipping Inc. COM Y2066G104 4,887 367,750 SH   DFND   367,750 0 0
Dunkin' Brands Group, Inc. COM 265504100 637 13,215 SH   SOLE   0 13,215 0
Dunkin' Brands Group, Inc. COM 265504100 410 8,500 SH   DFND   8,500 0 0
E*TRADE Financial Corporation COM 269246401 7,909 402,675 SH   SOLE   0 83,475 319,200
Eaton Corp PLC COM G29183103 5,669 74,470 SH   SOLE   0 72,785 1,685
Eaton Corp PLC COM G29183103 5,151 67,665 SH   DFND   67,665 0 0
Evercore Partners Inc. COM 29977A105 3,554 59,455 SH   SOLE   0 58,070 1,385
Evercore Partners Inc. COM 29977A105 1,435 24,000 SH   DFND   24,000 0 0
Facebook Inc. COM 30303M102 4,356 79,715 SH   SOLE   0 77,500 2,215
Facebook Inc. COM 30303M102 3,614 66,130 SH   DFND   66,130 0 0
Fifth & Pacific Companies, Inc COM 316645100 10,886 339,450 SH   SOLE   0 70,000 269,450
Fifth & Pacific Companies, Inc COM 316645100 273 8,500 SH   DFND   8,500 0 0
Flowserve Corporation COM 34354P105 2,381 30,200 SH   DFND   30,200 0 0
GT Advanced Technologies Inc. COM 36191U106 308 35,370 SH   SOLE   0 35,370 0
Gilead Sciences, Inc. COM 375558103 6,097 81,180 SH   SOLE   0 79,175 2,005
Gilead Sciences, Inc. COM 375558103 3,695 49,200 SH   DFND   49,200 0 0
Globus Medical, Inc. COM 379577208 218 10,790 SH   SOLE   0 10,790 0
Globus Medical, Inc. COM 379577208 1,353 67,050 SH   DFND   67,050 0 0
Goodyear Tire & Rubber Co. COM 382550101 10,244 429,515 SH   SOLE   0 86,815 342,700
Grand Canyon Education, Inc. COM 38526M106 1,400 32,100 SH   DFND   32,100 0 0
Groupon, Inc. COM 399473107 7,196 611,625 SH   SOLE   0 123,825 487,800
H&E Equipment Services, Inc. COM 404030108 1,372 46,300 SH   DFND   46,300 0 0
HCA Holdings, Inc. COM 40412C101 10,957 229,650 SH   SOLE   0 45,060 184,590
Hain Celestial Group, Inc. COM 405217100 5,829 64,210 SH   SOLE   0 62,690 1,520
Harley-Davidson Inc. COM 412822108 11,509 166,225 SH   SOLE   0 33,425 132,800
Harley-Davidson Inc. COM 412822108 62 890 SH   DFND   890 0 0
Hexcel Corporation COM 428291108 5,152 115,280 SH   SOLE   0 112,585 2,695
HomeAway Inc. COM 43739Q100 3,139 76,795 SH   SOLE   0 74,875 1,920
HomeAway Inc. COM 43739Q100 5,607 137,150 SH   DFND   137,150 0 0
IPG Photonics Corporation COM 44980X109 667 8,600 SH   DFND   8,600 0 0
Illumina, Inc. COM 452327109 6,975 63,075 SH   SOLE   0 61,590 1,485
Illumina, Inc. COM 452327109 3,445 31,150 SH   DFND   31,150 0 0
Infoblox, Inc. COM 45672H104 1,666 50,455 SH   SOLE   0 49,175 1,280
JetBlue Airways Corporation COM 477143101 256 30,000 SH   SOLE   0 30,000 0
Kelly Services, Inc. COM 488152208 344 13,810 SH   SOLE   0 13,810 0
Lam Research Corporation COM 512807108 5,138 94,355 SH   SOLE   0 19,055 75,300
Lam Research Corporation COM 512807108 4,216 77,430 SH   DFND   77,430 0 0
Lennox International Inc. COM 526107107 258 3,035 SH   SOLE   0 3,035 0
LinkedIn Corporation COM 53578A108 6,477 29,870 SH   SOLE   0 11,985 17,885
Lithia Motors, Inc. COM 536797103 4,311 62,100 SH   SOLE   0 60,680 1,420
Lithia Motors, Inc. COM 536797103 1,517 21,850 SH   DFND   21,850 0 0
MGM Resorts International COM 552953101 4,822 205,030 SH   SOLE   0 41,530 163,500
Manitowoc Company, Inc. COM 563571108 14,788 634,155 SH   SOLE   0 139,205 494,950
Manitowoc Company, Inc. COM 563571108 105 4,500 SH   DFND   4,500 0 0
Manpowergroup Inc. COM 56418H100 6,554 76,330 SH   SOLE   0 74,550 1,780
Manpowergroup Inc. COM 56418H100 6,761 78,750 SH   DFND   78,750 0 0
Marketo, Inc. COM 57063L107 195 5,270 SH   SOLE   0 5,270 0
Marketo, Inc. COM 57063L107 1,047 28,250 SH   DFND   28,250 0 0
Medidata Solutions, Inc. COM 58471A105 1,434 23,700 SH   DFND   23,700 0 0
Medivation Inc. COM 58501N101 11,945 187,170 SH   SOLE   0 38,720 148,450
Medivation Inc. COM 58501N101 4,460 69,885 SH   DFND   69,885 0 0
Michael Kors Holdings Ltd. COM G60754101 12,904 158,935 SH   SOLE   0 47,405 111,530
Mohawk Industries, Inc. COM 608190104 17,523 117,680 SH   SOLE   0 51,945 65,735
Mohawk Industries, Inc. COM 608190104 2,502 16,805 SH   DFND   16,805 0 0
O' Reilly Automotive, Inc. COM 67103H107 2,315 17,985 SH   SOLE   0 3,635 14,350
Oasis Petroleum Inc. COM 674215108 4,664 99,300 SH   SOLE   0 96,525 2,775
Oasis Petroleum Inc. COM 674215108 3,079 65,550 SH   DFND   65,550 0 0
On Assignment, Inc. COM 682159108 1,138 32,600 SH   DFND   32,600 0 0
PROS Holdings, Inc. COM 74346Y103 131 3,275 SH   SOLE   0 3,275 0
PROS Holdings, Inc. COM 74346Y103 1,217 30,500 SH   DFND   30,500 0 0
Pandora Media Inc. COM 698354107 23 855 SH   SOLE   0 855 0
Pandora Media Inc. COM 698354107 1,992 74,900 SH   DFND   74,900 0 0
Parker Hannifin Corporation COM 701094104 6,298 48,955 SH   SOLE   0 47,840 1,115
Parker Hannifin Corporation COM 701094104 5,085 39,530 SH   DFND   39,530 0 0
Pharmacyclics, Inc. COM 716933106 13,861 131,034 SH   SOLE   0 57,904 73,130
Pharmacyclics, Inc. COM 716933106 4,239 40,070 SH   DFND   40,070 0 0
Polaris Industries Inc. COM 731068102 5,447 37,400 SH   SOLE   0 36,380 1,020
Polaris Industries Inc. COM 731068102 3,910 26,850 SH   DFND   26,850 0 0
Range Resources Corporation COM 75281A109 1,709 20,275 SH   SOLE   0 19,800 475
Rockwell Automation, Inc. COM 773903109 12,100 102,400 SH   SOLE   0 20,355 82,045
SBA Communications Corporation COM 78388J106 285 3,175 SH   SOLE   0 3,175 0
Safe Bulkers Inc. COM Y7388L103 835 80,250 SH   DFND   80,250 0 0
Salesforce.com, Inc. COM 79466L302 8,117 147,065 SH   SOLE   0 30,115 116,950
SanDisk Corp. COM 80004C101 6,433 91,195 SH   SOLE   0 59,460 31,735
SanDisk Corp. COM 80004C101 1,189 16,850 SH   DFND   16,850 0 0
Scorpio Tankers Inc. COM Y7542C106 802 68,050 SH   DFND   68,050 0 0
ServiceNow, Inc. COM 81762P102 9,383 167,530 SH   SOLE   0 33,730 133,800
ServiceNow, Inc. COM 81762P102 6,147 109,745 SH   DFND   109,745 0 0
Splunk, Inc. COM 848637104 12,935 188,365 SH   SOLE   0 93,610 94,755
Splunk, Inc. COM 848637104 4,721 68,750 SH   DFND   68,750 0 0
Sun Hydraulics Corporation COM 866942105 129 3,150 SH   SOLE   0 3,150 0
Sun Hydraulics Corporation COM 866942105 1,166 28,550 SH   DFND   28,550 0 0
SunEdison, Inc. COM 86732Y109 20,352 1,559,520 SH   SOLE   0 675,605 883,915
SunEdison, Inc. COM 86732Y109 3,667 281,030 SH   DFND   281,030 0 0
SunPower Corporation COM 867652406 12,885 432,230 SH   SOLE   0 153,445 278,785
SunPower Corporation COM 867652406 3,235 108,530 SH   DFND   108,530 0 0
Team Health Holdings, Inc. COM 87817A107 248 5,455 SH   SOLE   0 5,455 0
Terex Corporation COM 880779103 5,328 126,880 SH   SOLE   0 30,830 96,050
Terex Corporation COM 880779103 103 2,450 SH   DFND   2,450 0 0
Towers Watson & Company COM 891894107 4,103 32,150 SH   DFND   32,150 0 0
TripAdvisor, Inc. COM 896945201 2,902 35,035 SH   SOLE   0 34,290 745
TripAdvisor, Inc. COM 896945201 3,789 45,750 SH   DFND   45,750 0 0
Twitter, Inc. COM 90184L102 5,153 80,960 SH   SOLE   0 16,365 64,595
Twitter, Inc. COM 90184L102 87 1,370 SH   DFND   1,370 0 0
United Continental Holdings In COM 910047109 13,521 357,405 SH   SOLE   0 71,905 285,500
United Continental Holdings In COM 910047109 1,902 50,265 SH   DFND   50,265 0 0
United Rentals, Inc. COM 911363109 17,818 228,580 SH   SOLE   0 49,560 179,020
United Rentals, Inc. COM 911363109 103 1,320 SH   DFND   1,320 0 0
Walgreen Co. COM 931422109 376 6,550 SH   SOLE   0 6,550 0
Western Alliance Bancorp COM 957638109 5,224 218,955 SH   SOLE   0 213,305 5,650
Whirlpool Corporation COM 963320106 14,023 89,400 SH   SOLE   0 18,050 71,350
Whirlpool Corporation COM 963320106 106 675 SH   DFND   675 0 0
Whiting Petroleum Corporation COM 966387102 2,960 47,835 SH   SOLE   0 5,285 42,550
Winnebago Industries, Inc. COM 974637100 1,617 58,915 SH   SOLE   0 15,915 43,000
Workday, Inc. COM 98138H101 6,490 78,045 SH   SOLE   0 15,795 62,250
Yelp Inc. COM 985817105 11,178 162,120 SH   SOLE   0 103,315 58,805
Yelp Inc. COM 985817105 6,627 96,110 SH   DFND   96,110 0 0