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
ALPHABET INC CL A COMMON STOCK COM 02079K305 15,321 24,000 SH   DFND 0 24,000 0
ALPHABET INC CL C COMMON STOCK COM 02079K107 2,434 4,000 SH   DFND 0 4,000 0
ABBVIE INC COM 00287Y109 4,897 90,000 SH   DFND 0 90,000 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,182 113,800 SH   DFND 0 113,800 0
ACE LTD SHS H0023R105 1,861 18,000 SH   DFND 0 18,000 0
ACTIVISION BLIZZARD INC COM 00507V109 13,900 450,000 SH   DFND 0 450,000 0
ACUITY BRANDS INC COM 00508Y102 17,119 97,500 SH   DFND 0 97,500 0
ADVISORY BRD CO COM 00762W107 2,359 51,800 SH   DFND 0 51,800 0
AFFILIATED MANAGERS GROUP COM 008252108 11,371 66,500 SH   DFND 0 66,500 0
AIR METHODS CORP COM PAR $.06 009128307 1,282 37,600 SH   DFND 0 37,600 0
AIR PRODS & CHEMS INC COM 009158106 1,914 15,000 SH   DFND 0 15,000 0
AIRGAS INC COM 009363102 6,986 78,200 SH   DFND 0 78,200 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,486 36,000 SH   DFND 0 36,000 0
AKORN INC COM 009728106 2,355 82,600 SH   DFND 0 82,600 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,042 77,000 SH   DFND 0 77,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,071 86,000 SH   DFND 0 86,000 0
ALLEGHANY CORP DEL COM 017175100 3,136 6,700 SH   DFND 0 6,700 0
ALLERGAN PLC SHS G0177J108 13,521 49,745 SH   DFND 0 49,745 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 17,274 66,700 SH   DFND 0 66,700 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 1,305 34,200 SH   DFND 0 34,200 0
ALPINE GLOBAL PREMIER PPTYS COM SBI 02083A103 58 10,383 SH   DFND 0 10,383 0
AMAZON COM INC COM 023135106 10,238 20,000 SH   DFND 0 20,000 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,563 66,000 SH   DFND 0 66,000 0
AMERICAN TOWER CORP NEW COM 03027X100 11,429 129,900 SH   DFND 0 129,900 0
AMETEK INC NEW COM 031100100 17,797 340,150 SH   DFND 0 340,150 0
AMGEN INC COM 031162100 2,075 15,000 SH   DFND 0 15,000 0
AMPHENOL CORP NEW CL A 032095101 13,143 257,900 SH   DFND 0 257,900 0
ANIXTER INTL INC COM 035290105 2,155 37,300 SH   DFND 0 37,300 0
ANSYS INC COM 03662Q105 17,216 195,326 SH   DFND 0 195,326 0
ANTHEM INC COM 036752103 980 7,000 SH   DFND 0 7,000 0
APPLE INC COM 037833100 18,663 169,200 SH   DFND 0 169,200 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 702 18,400 SH   DFND 0 18,400 0
APTARGROUP INC COM 038336103 8,931 135,400 SH   DFND 0 135,400 0
ARCH CAP GROUP LTD ORD G0450A105 9,522 129,600 SH   DFND 0 129,600 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,727 33,600 SH   DFND 0 33,600 0
ASTRONICS CORP COM 046433108 1,088 26,900 SH   DFND 0 26,900 0
ATWOOD OCEANICS INC COM 050095108 714 48,200 SH   DFND 0 48,200 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,431 42,700 SH   DFND 0 42,700 0
AUTOZONE INC COM 053332102 14,766 20,400 SH   DFND 0 20,400 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 4,750 38,000 SH   DFND 0 38,000 0
AZZ INC COM 002474104 5,327 109,400 SH   DFND 0 109,400 0
BAIDU INC SPON ADR REP A 056752108 4,672 34,000 SH   DFND 0 34,000 0
BALL CORP COM 058498106 4,155 66,800 SH   DFND 0 66,800 0
BANK AMER CORP COM 060505104 3,272 210,000 SH   DFND 0 210,000 0
BARD C R INC COM 067383109 13,284 71,300 SH   DFND 0 71,300 0
BECTON DICKINSON & CO COM 075887109 2,653 20,000 SH   DFND 0 20,000 0
BIG LOTS INC COM 089302103 949 19,800 SH   DFND 0 19,800 0
BIO RAD LABS INC CL A 090572207 376 2,800 SH   DFND 0 2,800 0
BIOGEN INC COM 09062X103 12,256 42,000 SH   DFND 0 42,000 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,425 61,000 SH   DFND 0 61,000 0
BLACKROCK INC COM 09247X101 7,437 25,000 SH   DFND 0 25,000 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,782 151,000 SH   DFND 0 151,000 0
BLOOMIN BRANDS INC COM 094235108 2,727 150,000 SH   DFND 0 150,000 0
BOEING CO COM 097023105 2,488 19,000 SH   DFND 0 19,000 0
BOK FINL CORP COM NEW 05561Q201 362 5,600 SH   DFND 0 5,600 0
BORGWARNER INC COM 099724106 5,407 130,000 SH   DFND 0 130,000 0
BOSTON BEER INC CL A 100557107 8,263 39,232 SH   DFND 0 39,232 0
BRF SA SPONSORED ADR 10552T107 2,117 119,000 SH   DFND 0 119,000 0
BRINKER INTL INC COM 109641100 8,554 162,400 SH   DFND 0 162,400 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,326 22,400 SH   DFND 0 22,400 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,620 23,800 SH   DFND 0 23,800 0
BROWN FORMAN CORP CL B 115637209 2,258 23,300 SH   DFND 0 23,300 0
BUFFALO WILD WINGS INC COM 119848109 9,807 50,700 SH   DFND 0 50,700 0
CANADIAN NATL RY CO COM 136375102 11,273 198,600 SH   DFND 0 198,600 0
CANADIAN PAC RY LTD COM 13645T100 1,522 10,600 SH   DFND 0 10,600 0
CARLISLE COS INC COM 142339100 9,865 112,900 SH   DFND 0 112,900 0
CASEYS GEN STORES INC COM 147528103 13,822 134,300 SH   DFND 0 134,300 0
CBRE CLARION GLOBAL REAL EST COM 12504G100 74 10,061 SH   DFND 0 10,061 0
CELGENE CORP COM 151020104 19,308 178,500 SH   DFND 0 178,500 0
CERNER CORP COM 156782104 13,623 227,200 SH   DFND 0 227,200 0
CHEESECAKE FACTORY INC COM 163072101 1,511 28,000 SH   DFND 0 28,000 0
CHEMED CORP NEW COM 16359R103 1,655 12,400 SH   DFND 0 12,400 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,388 35,000 SH   DFND 0 35,000 0
CHURCH & DWIGHT INC COM 171340102 18,877 225,000 SH   DFND 0 225,000 0
CISCO SYS INC COM 17275R102 3,544 135,000 SH   DFND 0 135,000 0
CLARCOR INC COM 179895107 15,887 333,200 SH   DFND 0 333,200 0
CLECO CORP NEW COM 12561W105 1,831 34,400 SH   DFND 0 34,400 0
CNOOC LTD SPONSORED ADR 126132109 268 2,600 SH   DFND 0 2,600 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,388 20,000 SH   DFND 0 20,000 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,624 217,600 SH   DFND 0 217,600 0
COMCAST CORP NEW CL A SPL 20030N200 2,461 43,000 SH   DFND 0 43,000 0
COMMERCE BANCSHARES INC COM 200525103 332 7,286 SH   DFND 0 7,286 0
COMPASS MINERALS INTL INC COM 20451N101 212 2,700 SH   DFND 0 2,700 0
CONSTELLATION BRANDS INC CL A 21036P108 5,760 46,000 SH   DFND 0 46,000 0
COPART INC COM 217204106 1,086 33,000 SH   DFND 0 33,000 0
CORE LABORATORIES N V COM N22717107 1,866 18,700 SH   DFND 0 18,700 0
COSTAR GROUP INC COM 22160N109 2,682 15,500 SH   DFND 0 15,500 0
COSTCO WHSL CORP NEW COM 22160K105 9,252 64,000 SH   DFND 0 64,000 0
CREDIT ACCEP CORP MICH COM 225310101 217 1,100 SH   DFND 0 1,100 0
CROWN HOLDINGS INC COM 228368106 8,349 182,500 SH   DFND 0 182,500 0
CVS HEALTH CORP COM 126650100 12,349 128,000 SH   DFND 0 128,000 0
CYTEC INDS INC COM 232820100 5,583 75,600 SH   DFND 0 75,600 0
DANAHER CORP DEL COM 235851102 15,934 187,000 SH   DFND 0 187,000 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,224 161,000 SH   DFND 0 161,000 0
DENTSPLY INTL INC NEW COM 249030107 3,889 76,900 SH   DFND 0 76,900 0
DISCOVER FINL SVCS COM 254709108 2,599 50,000 SH   DFND 0 50,000 0
DISNEY WALT CO COM DISNEY 254687106 2,494 24,400 SH   DFND 0 24,400 0
DOMINOS PIZZA INC COM 25754A201 9,410 87,200 SH   DFND 0 87,200 0
DRIL-QUIP INC COM 262037104 466 8,000 SH   DFND 0 8,000 0
DSW INC CL A 23334L102 861 34,000 SH   DFND 0 34,000 0
EATON VANCE RISK MNGD DIV EQ COM 27829G106 124 12,910 SH   DFND 0 12,910 0
EATON VANCE TX MGD DIV EQ IN COM 27828N102 120 11,677 SH   DFND 0 11,677 0
ECOLAB INC COM 278865100 16,436 149,800 SH   DFND 0 149,800 0
EDGEWELL PERS CARE CO COM 28035Q102 4,790 58,700 SH   DFND 0 58,700 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,104 57,000 SH   DFND 0 57,000 0
EL PASO ELEC CO COM NEW 283677854 1,392 37,800 SH   DFND 0 37,800 0
ENBRIDGE INC COM 29250N105 3,115 83,900 SH   DFND 0 83,900 0
ENERGIZER HLDGS INC NEW COM 29272W109 2,272 58,700 SH   DFND 0 58,700 0
ENERSYS COM 29275Y102 5,985 111,700 SH   DFND 0 111,700 0
ENPRO INDS INC COM 29355X107 2,562 65,400 SH   DFND 0 65,400 0
ENSTAR GROUP LIMITED SHS G3075P101 585 3,900 SH   DFND 0 3,900 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,046 42,000 SH   DFND 0 42,000 0
EQT CORP COM 26884L109 10,005 154,473 SH   DFND 0 154,473 0
EQUIFAX INC COM 294429105 3,450 35,500 SH   DFND 0 35,500 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,006 68,400 SH   DFND 0 68,400 0
EQUITY ONE COM 294752100 820 33,700 SH   DFND 0 33,700 0
ESSEX PPTY TR INC COM 297178105 3,162 14,153 SH   DFND 0 14,153 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 6,801 94,600 SH   DFND 0 94,600 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 9,403 116,140 SH   DFND 0 116,140 0
EXXON MOBIL CORP COM 30231G102 2,230 30,000 SH   DFND 0 30,000 0
F M C CORP COM NEW 302491303 4,530 133,600 SH   DFND 0 133,600 0
FACEBOOK INC CL A 30303M102 20,317 226,000 SH   DFND 0 226,000 0
FIRST FINL BANKSHARES COM 32020R109 2,248 70,748 SH   DFND 0 70,748 0
FISERV INC COM 337738108 16,369 189,000 SH   DFND 0 189,000 0
FLOWERS FOODS INC COM 343498101 14,815 598,837 SH   DFND 0 598,837 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,267 25,400 SH   DFND 0 25,400 0
FRANKLIN ELEC INC COM 353514102 1,223 44,900 SH   DFND 0 44,900 0
GABELLI EQUITY TR INC COM 362397101 123 23,595 SH   DFND 0 23,595 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 78 15,572 SH   DFND 0 15,572 0
GENERAL DYNAMICS CORP COM 369550108 9,394 68,100 SH   DFND 0 68,100 0
GENERAL ELECTRIC CO COM 369604103 3,026 120,000 SH   DFND 0 120,000 0
GENERAL MLS INC COM 370334104 7,016 125,000 SH   DFND 0 125,000 0
GENESEE & WYO INC CL A 371559105 2,050 34,700 SH   DFND 0 34,700 0
G-III APPAREL GROUP LTD COM 36237H101 2,824 45,800 SH   DFND 0 45,800 0
GILEAD SCIENCES INC COM 375558103 10,703 109,000 SH   DFND 0 109,000 0
GLOBAL PMTS INC COM 37940X102 4,486 39,100 SH   DFND 0 39,100 0
GRAINGER W W INC COM 384802104 1,118 5,200 SH   DFND 0 5,200 0
GRUBHUB INC COM 400110102 1,947 80,000 SH   DFND 0 80,000 0
HANESBRANDS INC COM 410345102 2,894 100,000 SH   DFND 0 100,000 0
HARLEY DAVIDSON INC COM 412822108 7,411 135,000 SH   DFND 0 135,000 0
HARMAN INTL INDS INC COM 413086109 2,688 28,000 SH   DFND 0 28,000 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,612 75,500 SH   DFND 0 75,500 0
HEALTHCARE SVCS GRP INC COM 421906108 4,324 128,300 SH   DFND 0 128,300 0
HEARTLAND PMT SYS INC COM 42235N108 2,849 45,211 SH   DFND 0 45,211 0
HEICO CORP NEW COM 422806109 11,075 226,567 SH   DFND 0 226,567 0
HOME DEPOT INC COM 437076102 4,735 41,000 SH   DFND 0 41,000 0
HOMEAWAY INC COM 43739Q100 4,246 160,000 SH   DFND 0 160,000 0
HORMEL FOODS CORP COM 440452100 15,296 241,600 SH   DFND 0 241,600 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 896 66,200 SH   DFND 0 66,200 0
HUNT J B TRANS SVCS INC COM 445658107 4,041 56,600 SH   DFND 0 56,600 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 3,786 58,000 SH   DFND 0 58,000 0
IDEX CORP COM 45167R104 5,843 81,950 SH   DFND 0 81,950 0
IDEXX LABS INC COM 45168D104 17,122 230,600 SH   DFND 0 230,600 0
IHS INC CL A 451734107 6,264 54,000 SH   DFND 0 54,000 0
ILLUMINA INC COM 452327109 9,828 55,900 SH   DFND 0 55,900 0
INGREDION INC COM 457187102 1,729 19,800 SH   DFND 0 19,800 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 4,478 27,000 SH   DFND 0 27,000 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 564 2,400 SH   DFND 0 2,400 0
INTUIT COM 461202103 3,887 43,800 SH   DFND 0 43,800 0
ITC HLDGS CORP COM 465685105 4,127 123,800 SH   DFND 0 123,800 0
ITT CORP NEW COM NEW 450911201 5,138 153,700 SH   DFND 0 153,700 0
J & J SNACK FOODS CORP COM 466032109 5,831 51,300 SH   DFND 0 51,300 0
J2 GLOBAL INC COM 48123V102 5,696 80,400 SH   DFND 0 80,400 0
JPMORGAN CHASE & CO COM 46625H100 12,133 199,000 SH   DFND 0 199,000 0
KANSAS CITY SOUTHERN COM NEW 485170302 8,152 89,700 SH   DFND 0 89,700 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,037 62,800 SH   DFND 0 62,800 0
KIRBY CORP COM 497266106 8,840 142,700 SH   DFND 0 142,700 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,661 51,000 SH   DFND 0 51,000 0
LANDSTAR SYS INC COM 515098101 2,145 33,800 SH   DFND 0 33,800 0
LAUDER ESTEE COS INC CL A 518439104 7,261 90,000 SH   DFND 0 90,000 0
LENDINGTREE INC NEW COM 52603B107 1,665 17,900 SH   DFND 0 17,900 0
LENNOX INTL INC COM 526107107 9,157 80,800 SH   DFND 0 80,800 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 129 25,445 SH   DFND 0 25,445 0
LINCOLN ELEC HLDGS INC COM 533900106 6,711 128,000 SH   DFND 0 128,000 0
LIONS GATE ENTMNT CORP COM NEW 535919203 5,152 140,000 SH   DFND 0 140,000 0
LKQ CORP COM 501889208 8,854 312,200 SH   DFND 0 312,200 0
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 624 9,000 SH   DFND 0 9,000 0
M & T BK CORP COM 55261F104 3,927 32,200 SH   DFND 0 32,200 0
MACYS INC COM 55616P104 3,284 64,000 SH   DFND 0 64,000 0
MANHATTAN ASSOCS INC COM 562750109 1,819 29,200 SH   DFND 0 29,200 0
MASTERCARD INC CL A 57636Q104 11,761 130,500 SH   DFND 0 130,500 0
MAXIMUS INC COM 577933104 596 10,000 SH   DFND 0 10,000 0
MCCORMICK & CO INC COM NON VTG 579780206 1,101 13,400 SH   DFND 0 13,400 0
MCKESSON CORP COM 58155Q103 10,473 56,600 SH   DFND 0 56,600 0
MEAD JOHNSON NUTRITION CO COM 582839106 3,520 50,000 SH   DFND 0 50,000 0
MEDIDATA SOLUTIONS INC COM 58471A105 2,737 65,000 SH   DFND 0 65,000 0
MEDIVATION INC COM 58501N101 11,305 266,000 SH   DFND 0 266,000 0
MEDNAX INC COM 58502B106 15,865 206,600 SH   DFND 0 206,600 0
MEDTRONIC PLC SHS G5960L103 5,020 75,000 SH   DFND 0 75,000 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,116 56,600 SH   DFND 0 56,600 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,013 95,000 SH   DFND 0 95,000 0
MICRON TECHNOLOGY INC COM 595112103 4,269 285,000 SH   DFND 0 285,000 0
MIDDLEBY CORP COM 596278101 14,327 136,200 SH   DFND 0 136,200 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 2,274 50,000 SH   DFND 0 50,000 0
MONRO MUFFLER BRAKE INC COM 610236101 3,411 50,500 SH   DFND 0 50,500 0
MONSANTO CO NEW COM 61166W101 2,560 30,000 SH   DFND 0 30,000 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,270 39,000 SH   DFND 0 39,000 0
NETFLIX INC COM 64110L106 8,261 80,000 SH   DFND 0 80,000 0
NETSCOUT SYS INC COM 64115T104 548 15,500 SH   DFND 0 15,500 0
NEW JERSEY RES COM 646025106 1,658 55,200 SH   DFND 0 55,200 0
NEWMARKET CORP COM 651587107 6,462 18,100 SH   DFND 0 18,100 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,579 58,000 SH   DFND 0 58,000 0
NIKE INC CL B 654106103 5,534 45,000 SH   DFND 0 45,000 0
NOBLE ENERGY INC COM 655044105 3,302 109,400 SH   DFND 0 109,400 0
NORDSON CORP COM 655663102 2,417 38,400 SH   DFND 0 38,400 0
NORTHROP GRUMMAN CORP COM 666807102 2,058 12,400 SH   DFND 0 12,400 0
NORTHWEST NAT GAS CO COM 667655104 1,091 23,800 SH   DFND 0 23,800 0
NORTHWESTERN CORP COM NEW 668074305 840 15,600 SH   DFND 0 15,600 0
NOVO-NORDISK A S ADR 670100205 9,085 167,500 SH   DFND 0 167,500 0
NUVEEN DOW 30 DYN OVERWRITE SHS 67075F105 138 10,252 SH   DFND 0 10,252 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,825 63,300 SH   DFND 0 63,300 0
OCEANEERING INTL INC COM 675232102 644 16,400 SH   DFND 0 16,400 0
ONEOK INC NEW COM 682680103 1,996 62,000 SH   DFND 0 62,000 0
OPEN TEXT CORP COM 683715106 3,334 74,500 SH   DFND 0 74,500 0
OPKO HEALTH INC COM 68375N103 418 49,675 SH   DFND 0 49,675 0
OSHKOSH CORP COM 688239201 1,744 48,000 SH   DFND 0 48,000 0
OXFORD INDS INC COM 691497309 1,507 20,400 SH   DFND 0 20,400 0
PACKAGING CORP AMER COM 695156109 1,636 27,200 SH   DFND 0 27,200 0
PANDORA MEDIA INC COM 698354107 2,134 100,000 SH   DFND 0 100,000 0
PAREXEL INTL CORP COM 699462107 3,068 49,550 SH   DFND 0 49,550 0
PARKER HANNIFIN CORP COM 701094104 1,440 14,800 SH   DFND 0 14,800 0
PAYPAL HLDGS INC COM 70450Y103 6,363 205,000 SH   DFND 0 205,000 0
PEPSICO INC COM 713448108 5,564 59,000 SH   DFND 0 59,000 0
PERRIGO CO PLC SHS G97822103 1,887 12,000 SH   DFND 0 12,000 0
PFIZER INC COM 717081103 2,513 80,000 SH   DFND 0 80,000 0
PIEDMONT NAT GAS INC COM 720186105 2,340 58,400 SH   DFND 0 58,400 0
PIONEER NAT RES CO COM 723787107 881 7,246 SH   DFND 0 7,246 0
POOL CORPORATION COM 73278L105 5,697 78,800 SH   DFND 0 78,800 0
PRA GROUP INC COM 69354N106 5,610 106,000 SH   DFND 0 106,000 0
PRAXAIR INC COM 74005P104 7,273 71,400 SH   DFND 0 71,400 0
PRICELINE GRP INC COM NEW 741503403 8,905 7,200 SH   DFND 0 7,200 0
PROASSURANCE CORP COM 74267C106 2,645 53,900 SH   DFND 0 53,900 0
PROSPERITY BANCSHARES INC COM 743606105 2,632 53,600 SH   DFND 0 53,600 0
PRUDENTIAL FINL INC COM 744320102 1,753 23,000 SH   DFND 0 23,000 0
QUESTAR CORP COM 748356102 400 20,600 SH   DFND 0 20,600 0
RBC BEARINGS INC COM 75524B104 2,670 44,700 SH   DFND 0 44,700 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,041 28,600 SH   DFND 0 28,600 0
REPUBLIC SVCS INC COM 760759100 3,605 87,500 SH   DFND 0 87,500 0
RESTORATION HARDWARE HLDGS I COM 761283100 653 7,000 SH   DFND 0 7,000 0
REYNOLDS AMERICAN INC COM 761713106 7,526 170,000 SH   DFND 0 170,000 0
RLI CORP COM 749607107 7,141 133,400 SH   DFND 0 133,400 0
ROLLINS INC COM 775711104 17,855 664,500 SH   DFND 0 664,500 0
ROPER TECHNOLOGIES INC COM 776696106 17,832 113,800 SH   DFND 0 113,800 0
RUSH ENTERPRISES INC CL A 781846209 2,621 108,300 SH   DFND 0 108,300 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 470 6,000 SH   DFND 0 6,000 0
SALESFORCE COM INC COM 79466L302 13,053 188,000 SH   DFND 0 188,000 0
SBA COMMUNICATIONS CORP COM 78388J106 10,725 102,400 SH   DFND 0 102,400 0
SCHEIN HENRY INC COM 806407102 17,001 128,100 SH   DFND 0 128,100 0
SCHLUMBERGER LTD COM 806857108 2,152 31,200 SH   DFND 0 31,200 0
SCHWAB CHARLES CORP NEW COM 808513105 8,254 289,000 SH   DFND 0 289,000 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,535 91,000 SH   DFND 0 91,000 0
SIGMA ALDRICH CORP COM 826552101 10,711 77,100 SH   DFND 0 77,100 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,389 10,100 SH   DFND 0 10,100 0
SILGAN HOLDINGS INC COM 827048109 11,163 214,500 SH   DFND 0 214,500 0
SNAP ON INC COM 833034101 9,555 63,300 SH   DFND 0 63,300 0
SOUTH JERSEY INDS INC COM 838518108 5,414 214,400 SH   DFND 0 214,400 0
SOUTHWEST GAS CORP COM 844895102 2,426 41,600 SH   DFND 0 41,600 0
STAMPS COM INC COM NEW 852857200 1,066 14,400 SH   DFND 0 14,400 0
STARBUCKS CORP COM 855244109 16,256 286,000 SH   DFND 0 286,000 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,654 70,000 SH   DFND 0 70,000 0
STERICYCLE INC COM 858912108 18,138 130,200 SH   DFND 0 130,200 0
STERIS CORP COM 859152100 1,429 22,000 SH   DFND 0 22,000 0
STIFEL FINL CORP COM 860630102 5,267 125,100 SH   DFND 0 125,100 0
SYNAPTICS INC COM 87157D109 3,612 43,800 SH   DFND 0 43,800 0
SYNNEX CORP COM 87162W100 4,525 53,200 SH   DFND 0 53,200 0
SYNTEL INC COM 87162H103 961 21,200 SH   DFND 0 21,200 0
TELEDYNE TECHNOLOGIES INC COM 879360105 17,256 191,100 SH   DFND 0 191,100 0
TESLA MTRS INC COM 88160R101 3,726 15,000 SH   DFND 0 15,000 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,441 43,237 SH   DFND 0 43,237 0
TEXAS ROADHOUSE INC COM 882681109 2,530 68,000 SH   DFND 0 68,000 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,683 38,300 SH   DFND 0 38,300 0
TIFFANY & CO NEW COM 886547108 3,089 40,000 SH   DFND 0 40,000 0
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TORO CO COM 891092108 22,255 315,500 SH   DFND 0 315,500 0
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