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
ADTRAN Inc. ADTN COM 00738A106 6,982 345,325 SH   DFND 0 0 345,325 0
Allergan PLC AGN COM G0177J108 9,441 35,224 SH   DFND 0 0 35,224 1
Alphabet Inc. Class C GOOG COM 02079K107 15,886 21,325 SH   DFND 0 0 21,325 2
Amazon.com Inc. AMZN COM 23135106 10,767 18,137 SH   DFND 0 0 18,137 3
American Tower Corporation AMT COM 03027X100 12,415 121,280 SH   DFND 0 0 121,280 4
Belden Inc. BDC COM 77454106 4,750 77,386 SH   DFND 0 0 77,386 5
Brookdale Senior Living Inc. BKD COM 112463104 10,154 639,447 SH   DFND 0 0 639,447 6
Cerus Corporation CERS COM 157085101 3,804 641,557 SH   DFND 0 0 641,557 7
Charles Schwab Corporation SCHW COM 808513105 10,046 358,520 SH   DFND 0 0 358,520 8
Check Point Software Technologies Ltd. CHKP COM M22465104 14,683 167,861 SH   DFND 0 0 167,861 9
Cognizant Technology Solutions Corporation Class A CTSH COM 192446102 8,437 134,567 SH   DFND 0 0 134,567 10
CommVault Systems Inc. CVLT COM 204166102 11,211 259,693 SH   DFND 0 0 259,693 11
Depomed Inc. DEPO COM 249908104 410 29,422 SH   DFND 0 0 29,422 12
Dollar Tree Inc. DLTR COM 256746108 10,219 123,921 SH   DFND 0 0 123,921 13
Electronic Arts Inc. EA COM 285512109 14,998 226,858 SH   DFND 0 0 226,858 14
Electronics For Imaging Inc. EFII COM 286082102 10,590 249,815 SH   DFND 0 0 249,815 15
Fidelity National Information Services Inc. FIS COM 31620M106 11,086 175,100 SH   DFND 0 0 175,100 16
Galapagos NV GLPG-AMS COM B44170106 3,286 78,049 SH   DFND 0 0 78,049 17
Galapagos NV Sponsored ADR GLPG COM 36315X101 902 21,564 SH   DFND 0 0 21,564 18
Gilead Sciences Inc. GILD COM 375558103 6,145 66,896 SH   DFND 0 0 66,896 19
Infinera Corporation INFN COM 45667G103 7,585 472,321 SH   DFND 0 0 472,321 20
j2 Global Inc JCOM COM 48123V102 10,491 170,364 SH   DFND 0 0 170,364 21
Lennox International Inc. LII COM 526107107 12,093 89,453 SH   DFND 0 0 89,453 22
Littelfuse Inc. LFUS COM 537008104 2,222 18,050 SH   DFND 0 0 18,050 23
Lululemon Athletica Inc LULU COM 550021109 8,203 121,150 SH   DFND 0 0 121,150 24
MarketAxess Holdings Inc. MKTX COM 57060D108 9,434 75,576 SH   DFND 0 0 75,576 25
Medtronic Inc. MDT COM G5960L103 12,477 166,360 SH   DFND 0 0 166,360 26
Mohawk Industries Inc. MHK COM 608190104 3,708 19,423 SH   DFND 0 0 19,423 27
NXP Semiconductors NV NXPI COM N6596X109 11,208 138,256 SH   DFND 0 0 138,256 28
Paycom Software Inc. PAYC COM 70432V102 13,688 384,497 SH   DFND 0 0 384,497 29
Planet Fitness Inc Class A PLNT COM 72703H101 5,147 316,914 SH   DFND 0 0 316,914 30
Red Hat Inc. RHT COM 756577102 13,791 185,094 SH   DFND 0 0 185,094 31
Royal Caribbean Cruises Ltd. RCL COM V7780T103 12,127 147,626 SH   DFND 0 0 147,626 32
salesforce.com inc. CRM COM 79466L302 11,644 157,708 SH   DFND 0 0 157,708 33
Signet Jewelers Limited SIG COM G81276100 12,051 97,160 SH   DFND 0 0 97,160 34
Skechers U.S.A. Inc. Class A SKX COM 830566105 11,200 367,823 SH   DFND 0 0 367,823 35
Sonic Corp. SONC COM 835451105 12,422 353,298 SH   DFND 0 0 353,298 36
SPDR Trust Series I COM 78462F103 440 2,150 SH   DFND 0 0 2,150 37
Sprouts Farmers Markets Inc. SFM COM 85208M102 15,180 522,735 SH   DFND 0 0 522,735 38
TransUnion TRU COM 89400J107 10,652 385,806 SH   DFND 0 0 385,806 39
UnitedHealth Group Incorporated UNH COM 91324P102 17,171 133,215 SH   DFND 0 0 133,215 40
VWR Corp. VWR COM 91843L103 12,577 464,792 SH   DFND 0 0 464,792 41