The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Allergan PLC AGN | COM | G0177J108 | 16,117 | 51,574 | SH | DFND | 0 | 0 | 51,574 | 0 | |
Alphabet Inc. Class C GOOG | COM | 02079K107 | 16,714 | 22,024 | SH | DFND | 0 | 0 | 22,024 | 0 | |
Amazon.com Inc. AMZN | COM | 23135106 | 16,634 | 24,610 | SH | DFND | 0 | 0 | 24,610 | 0 | |
AMETEK Inc. AME | COM | 31100100 | 5,663 | 105,678 | SH | DFND | 0 | 0 | 105,678 | 0 | |
Belden Inc. BDC | COM | 77454106 | 6,044 | 126,771 | SH | DFND | 0 | 0 | 126,771 | 0 | |
Brookdale Senior Living Inc. BKD | COM | 112463104 | 8,175 | 442,825 | SH | DFND | 0 | 0 | 442,825 | 0 | |
CBRE Group Inc. Class A CBG | COM | 12504L109 | 14,264 | 412,479 | SH | DFND | 0 | 0 | 412,479 | 0 | |
Cerus Corporation CERS | COM | 157085101 | 5,263 | 832,722 | SH | DFND | 0 | 0 | 832,722 | 0 | |
Charles Schwab Corporation SCHW | COM | 808513105 | 15,895 | 482,695 | SH | DFND | 0 | 0 | 482,695 | 0 | |
Check Point Software Technologies Ltd. CHKP | COM | M22465104 | 12,295 | 151,081 | SH | DFND | 0 | 0 | 151,081 | 0 | |
Cognizant Technology Solutions Corporation Class A CTSH | COM | 192446102 | 11,492 | 191,462 | SH | DFND | 0 | 0 | 191,462 | 0 | |
CommVault Systems Inc. CVLT | COM | 204166102 | 8,706 | 221,248 | SH | DFND | 0 | 0 | 221,248 | 0 | |
Depomed Inc. DEPO | COM | 249908104 | 3,976 | 219,302 | SH | DFND | 0 | 0 | 219,302 | 0 | |
Dollar Tree Inc. DLTR | COM | 256746108 | 10,616 | 137,481 | SH | DFND | 0 | 0 | 137,481 | 0 | |
Electronic Arts Inc. EA | COM | 285512109 | 13,908 | 202,385 | SH | DFND | 0 | 0 | 202,385 | 0 | |
Electronics For Imaging Inc. EFII | COM | 286082102 | 11,536 | 246,815 | SH | DFND | 0 | 0 | 246,815 | 0 | |
Galapagos NV GLPG-AMS | COM | B4413P105 | 3,550 | 57,545 | SH | DFND | 0 | 0 | 57,545 | 0 | |
Galapagos NV Sponsored ADR GLPG | COM | 36315X101 | 808 | 12,849 | SH | DFND | 0 | 0 | 12,849 | 0 | |
Gilead Sciences Inc. GILD | COM | 375558103 | 11,719 | 115,811 | SH | DFND | 0 | 0 | 115,811 | 0 | |
j2 Global Inc JCOM | COM | 48123V102 | 12,967 | 157,524 | SH | DFND | 0 | 0 | 157,524 | 0 | |
Lennox International Inc. LII | COM | 526107107 | 16,117 | 129,043 | SH | DFND | 0 | 0 | 129,043 | 0 | |
Littelfuse Inc. LFUS | COM | 537008104 | 10,955 | 102,372 | SH | DFND | 0 | 0 | 102,372 | 0 | |
Lululemon Athletica Inc LULU | COM | 550021109 | 10,556 | 201,185 | SH | DFND | 0 | 0 | 201,185 | 0 | |
Medtronic Inc. MDT | COM | G5960L103 | 9,678 | 125,825 | SH | DFND | 0 | 0 | 125,825 | 0 | |
Mohawk Industries Inc. MHK | COM | 608190104 | 11,424 | 60,320 | SH | DFND | 0 | 0 | 60,320 | 0 | |
NXP Semiconductors NV NXPI | COM | N6596X109 | 11,504 | 136,546 | SH | DFND | 0 | 0 | 136,546 | 0 | |
Paycom Software Inc. PAYC | COM | 70432V102 | 11,434 | 303,857 | SH | DFND | 0 | 0 | 303,857 | 0 | |
Priceline Group Inc PCLN | COM | 741503403 | 8,899 | 6,980 | SH | DFND | 0 | 0 | 6,980 | 0 | |
Red Hat Inc. RHT | COM | 756577102 | 15,131 | 182,719 | SH | DFND | 0 | 0 | 182,719 | 0 | |
Restoration Hardware Holdings Inc. RH | COM | 761283100 | 8,884 | 111,813 | SH | DFND | 0 | 0 | 111,813 | 0 | |
Royal Caribbean Cruises Ltd. RCL | COM | V7780T103 | 12,984 | 128,286 | SH | DFND | 0 | 0 | 128,286 | 0 | |
salesforce.com inc. CRM | COM | 79466L302 | 9,770 | 124,618 | SH | DFND | 0 | 0 | 124,618 | 0 | |
SBA Communications Corporation SBAC | COM | 78388J106 | 11,457 | 109,037 | SH | DFND | 0 | 0 | 109,037 | 0 | |
Skechers U.S.A. Inc. Class A SKX | COM | 830566105 | 8,748 | 289,575 | SH | DFND | 0 | 0 | 289,575 | 0 | |
Sonic Corp. SONC | COM | 835451105 | 11,799 | 365,190 | SH | DFND | 0 | 0 | 365,190 | 0 | |
Sprouts Farmers Markets Inc. SFM | COM | 85208M102 | 12,621 | 474,638 | SH | DFND | 0 | 0 | 474,638 | 0 | |
SS&C Technologies Inc. SSNC | COM | 78467J100 | 7,683 | 112,543 | SH | DFND | 0 | 0 | 112,543 | 0 | |
TransUnion TRU | COM | 89400J107 | 10,427 | 378,214 | SH | DFND | 0 | 0 | 378,214 | 0 | |
UnitedHealth Group Incorporated UNH | COM | 91324P102 | 5,800 | 49,300 | SH | DFND | 0 | 0 | 49,300 | 0 | |
VWR Corp. VWR | COM | 91843L103 | 11,221 | 396,349 | SH | DFND | 0 | 0 | 396,349 | 0 |