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
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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
COPART INC COM 217204106 970 12,069 SH   DFND   12,069 0 0
STARBUCKS CORP COM 855244109 203 2,293 SH   DFND   2,293 0 0
CINTAS CORP COM 172908105 217 809 SH   DFND   809 0 0
FLEX LTD ORD Y2573F102 109 10,456 SH   DFND   10,456 0 0
GAP INC COM 364760108 198 11,408 SH   DFND   11,408 0 0
MYLAN N V SHS EURO N59465109 232 11,708 SH   DFND   11,708 0 0
IAC INTERACTIVECORP COM 44919P508 372 1,706 SH   DFND   1,706 0 0
TERADYNE INC COM 880770102 206 3,557 SH   DFND   3,557 0 0
VAIL RESORTS INC COM 91879Q109 279 1,224 SH   DFND   1,224 0 0
DONALDSON INC COM 257651109 238 4,571 SH   DFND   4,571 0 0
EOG RES INC COM 26875P101 200 2,700 SH   DFND   2,700 0 0
CIGNA CORP NEW COM 125523100 258 1,700 SH   DFND   1,700 0 0
MARTIN MARIETTA MATLS INC COM 573284106 220 801 SH   DFND   801 0 0
LAUDER ESTEE COS INC CL A 518439104 209 1,050 SH   DFND   1,050 0 0
HESS CORP COM 42809H107 556 9,200 SH   DFND   9,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 202 700 SH   DFND   700 0 0
QUEST DIAGNOSTICS INC COM 74834L100 201 1,880 SH   DFND   1,880 0 0
PG&E CORP COM 69331C108 469 46,934 SH   DFND   46,934 0 0
WELLS FARGO CO NEW COM 949746101 584 11,573 SH   DFND   11,573 0 0
GENERAL ELECTRIC CO COM 369604103 145 16,172 SH   DFND   16,172 0 0
BLACKBERRY LTD COM 09228F103 91 17,400 SH   DFND   17,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 231 10,898 SH   DFND   10,898 0 0
NOKIA CORP SPONSORED ADR 654902204 160 31,532 SH   DFND   31,532 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 710 4,772 SH   DFND   4,772 0 0
BP PLC SPONSORED ADR 055622104 230 6,048 SH   DFND   6,048 0 0
MCKESSON CORP COM 58155Q103 355 2,600 SH   DFND   2,600 0 0
AMBEV SA SPONSORED ADR 02319V103 128 27,731 SH   DFND   27,731 0 0
LOWES COS INC COM 548661107 547 4,970 SH   DFND   4,970 0 0
GENESEE & WYO INC CL A 371559105 238 2,152 SH   DFND   2,152 0 0
TARGET CORP COM 87612E106 492 4,602 SH   DFND   4,602 0 0
EQT CORP COM 26884L109 214 20,093 SH   DFND   20,093 0 0
MARATHON OIL CORP COM 565849106 150 12,200 SH   DFND   12,200 0 0
CONOCOPHILLIPS COM 20825C104 359 6,301 SH   DFND   6,301 0 0
FACTSET RESH SYS INC COM 303075105 888 3,656 SH   DFND   3,656 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 315 45,784 SH   DFND   45,784 0 0
AUTOZONE INC COM 053332102 217 200 SH   DFND   200 0 0
INFOSYS LTD SPONSORED ADR 456788108 164 14,387 SH   DFND   14,387 0 0
TRANSOCEAN LTD REG SHS H8817H100 102 22,797 SH   DFND   22,797 0 0
SYMANTEC CORP COM 871503108 331 14,001 SH   DFND   14,001 0 0