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
AAON INC COM PAR $0.004 000360206 1,980 68,700 SH   DFND 0 68,700 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,269 116,800 SH   DFND 0 116,800 0
ACTIVISION BLIZZARD INC COM 00507V109 21,131 477,000 SH   DFND 0 477,000 0
ACUITY BRANDS INC COM 00508Y102 22,015 83,200 SH   DFND 0 83,200 0
ADVISORY BRD CO COM 00762W107 1,517 33,900 SH   DFND 0 33,900 0
AIR METHODS CORP COM PAR $.06 009128307 1,316 41,800 SH   DFND 0 41,800 0
AIR PRODS & CHEMS INC COM 009158106 2,255 15,000 SH   DFND 0 15,000 0
AKAMAI TECHNOLOGIES INC COM 00971T101 7,790 147,000 SH   DFND 0 147,000 0
AKORN INC COM 009728106 2,154 79,000 SH   DFND 0 79,000 0
ALEXION PHARMACEUTICALS INC COM 015351109 27,694 226,000 SH   DFND 0 226,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,723 73,000 SH   DFND 0 73,000 0
ALLEGHANY CORP DEL COM 017175100 3,518 6,700 SH   DFND 0 6,700 0
ALLERGAN PLC SHS G0177J108 11,972 51,980 SH   DFND 0 51,980 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 11,220 52,300 SH   DFND 0 52,300 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 2,817 69,700 SH   DFND 0 69,700 0
ALPHABET INC CAP STK CL C 02079K107 3,498 4,500 SH   DFND 0 4,500 0
ALPHABET INC CAP STK CL A 02079K305 18,493 23,000 SH   DFND 0 23,000 0
AMAZON COM INC COM 023135106 17,165 20,500 SH   DFND 0 20,500 0
AMERICAN TOWER CORP NEW COM 03027X100 12,618 111,341 SH   DFND 0 111,341 0
AMETEK INC NEW COM 031100100 16,252 340,150 SH   DFND 0 340,150 0
AMPHENOL CORP NEW CL A 032095101 18,989 292,500 SH   DFND 0 292,500 0
ANSYS INC COM 03662Q105 17,404 187,926 SH   DFND 0 187,926 0
APPLE INC COM 037833100 8,777 77,642 SH   DFND 0 77,642 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 860 18,400 SH   DFND 0 18,400 0
APTARGROUP INC COM 038336103 12,687 163,900 SH   DFND 0 163,900 0
ARCH CAP GROUP LTD ORD G0450A105 15,820 199,600 SH   DFND 0 199,600 0
ARGAN INC COM 04010E109 1,675 28,300 SH   DFND 0 28,300 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,154 38,700 SH   DFND 0 38,700 0
ASTRONICS CORP COM 046433108 987 21,900 SH   DFND 0 21,900 0
ATWOOD OCEANICS INC COM 050095108 367 42,200 SH   DFND 0 42,200 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,317 26,266 SH   DFND 0 26,266 0
AUTOZONE INC COM 053332102 17,518 22,800 SH   DFND 0 22,800 0
AZZ INC COM 002474104 10,391 159,200 SH   DFND 0 159,200 0
B & G FOODS INC NEW COM 05508R106 1,761 35,800 SH   DFND 0 35,800 0
BALL CORP COM 058498106 11,211 136,800 SH   DFND 0 136,800 0
BANK AMER CORP COM 060505104 3,443 220,000 SH   DFND 0 220,000 0
BARD C R INC COM 067383109 16,215 72,300 SH   DFND 0 72,300 0
BECTON DICKINSON & CO COM 075887109 3,595 20,000 SH   DFND 0 20,000 0
BIG LOTS INC COM 089302103 945 19,800 SH   DFND 0 19,800 0
BIO RAD LABS INC CL A 090572207 721 4,400 SH   DFND 0 4,400 0
BIOGEN INC COM 09062X103 9,391 30,000 SH   DFND 0 30,000 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,512 92,000 SH   DFND 0 92,000 0
BLACKROCK INC COM 09247X101 5,618 15,500 SH   DFND 0 15,500 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,714 263,000 SH   DFND 0 263,000 0
BOSTON BEER INC CL A 100557107 3,928 25,300 SH   DFND 0 25,300 0
BRINKER INTL INC COM 109641100 3,016 59,800 SH   DFND 0 59,800 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 3,088 24,191 SH   DFND 0 24,191 0
BROADCOM LTD SHS Y09827109 5,003 29,000 SH   DFND 0 29,000 0
BROWN FORMAN CORP CL B 115637209 2,211 46,600 SH   DFND 0 46,600 0
BUFFALO WILD WINGS INC COM 119848109 5,827 41,400 SH   DFND 0 41,400 0
CALAVO GROWERS INC COM 128246105 2,545 38,900 SH   DFND 0 38,900 0
CANADIAN NATL RY CO COM 136375102 13,250 202,600 SH   DFND 0 202,600 0
CANADIAN PAC RY LTD COM 13645T100 1,619 10,600 SH   DFND 0 10,600 0
CANTEL MEDICAL CORP COM 138098108 2,191 28,100 SH   DFND 0 28,100 0
CARLISLE COS INC COM 142339100 11,437 111,500 SH   DFND 0 111,500 0
CASEYS GEN STORES INC COM 147528103 16,437 136,800 SH   DFND 0 136,800 0
CELGENE CORP COM 151020104 23,206 222,000 SH   DFND 0 222,000 0
CERNER CORP COM 156782104 14,153 229,200 SH   DFND 0 229,200 0
CHEESECAKE FACTORY INC COM 163072101 2,398 47,900 SH   DFND 0 47,900 0
CHEMED CORP NEW COM 16359R103 3,682 26,100 SH   DFND 0 26,100 0
CHEMTURA CORP COM NEW 163893209 538 16,400 SH   DFND 0 16,400 0
CHUBB LIMITED COM H1467J104 6,634 52,800 SH   DFND 0 52,800 0
CHURCH & DWIGHT INC COM 171340102 21,756 454,000 SH   DFND 0 454,000 0
CHURCHILL DOWNS INC COM 171484108 2,766 18,900 SH   DFND 0 18,900 0
CISCO SYS INC COM 17275R102 2,855 90,000 SH   DFND 0 90,000 0
CLARCOR INC COM 179895107 11,210 172,469 SH   DFND 0 172,469 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,500 20,000 SH   DFND 0 20,000 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,964 125,000 SH   DFND 0 125,000 0
COMCAST CORP NEW CL A 20030N101 2,587 39,000 SH   DFND 0 39,000 0
CONSTELLATION BRANDS INC CL A 21036P108 5,328 32,000 SH   DFND 0 32,000 0
CORE MARK HOLDING CO INC COM 218681104 2,255 63,000 SH   DFND 0 63,000 0
COSTCO WHSL CORP NEW COM 22160K105 10,676 70,000 SH   DFND 0 70,000 0
CROWN HOLDINGS INC COM 228368106 7,450 130,500 SH   DFND 0 130,500 0
CVS HEALTH CORP COM 126650100 10,284 115,561 SH   DFND 0 115,561 0
DANAHER CORP DEL COM 235851102 14,659 187,000 SH   DFND 0 187,000 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,775 45,300 SH   DFND 0 45,300 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,927 176,000 SH   DFND 0 176,000 0
DENTSPLY SIRONA INC COM 24906P109 5,283 88,900 SH   DFND 0 88,900 0
DISNEY WALT CO COM DISNEY 254687106 10,865 117,000 SH   DFND 0 117,000 0
DOLLAR TREE INC COM 256746108 4,657 59,000 SH   DFND 0 59,000 0
DOMINOS PIZZA INC COM 25754A201 11,951 78,700 SH   DFND 0 78,700 0
DREW INDS INC COM NEW 26168L205 2,960 30,200 SH   DFND 0 30,200 0
ECOLAB INC COM 278865100 18,355 150,800 SH   DFND 0 150,800 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,793 131,000 SH   DFND 0 131,000 0
EL PASO ELEC CO COM NEW 283677854 1,768 37,800 SH   DFND 0 37,800 0
ENBRIDGE INC COM 29250N105 2,632 59,500 SH   DFND 0 59,500 0
ENERSYS COM 29275Y102 7,729 111,700 SH   DFND 0 111,700 0
ENPRO INDS INC COM 29355X107 3,716 65,400 SH   DFND 0 65,400 0
ENSTAR GROUP LIMITED SHS G3075P101 641 3,900 SH   DFND 0 3,900 0
EPLUS INC COM 294268107 3,748 39,700 SH   DFND 0 39,700 0
EQUIFAX INC COM 294429105 4,778 35,500 SH   DFND 0 35,500 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,279 68,400 SH   DFND 0 68,400 0
ESSEX PPTY TR INC COM 297178105 1,103 4,953 SH   DFND 0 4,953 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 4,806 63,200 SH   DFND 0 63,200 0
EXLSERVICE HOLDINGS INC COM 302081104 2,856 57,300 SH   DFND 0 57,300 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 7,909 112,140 SH   DFND 0 112,140 0
F M C CORP COM NEW 302491303 6,458 133,600 SH   DFND 0 133,600 0
FACEBOOK INC CL A 30303M102 24,243 189,000 SH   DFND 0 189,000 0
FAIR ISAAC CORP COM 303250104 4,323 34,700 SH   DFND 0 34,700 0
FIRST FINL BANKSHARES COM 32020R109 3,088 84,748 SH   DFND 0 84,748 0
FISERV INC COM 337738108 18,800 189,000 SH   DFND 0 189,000 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,031 11,200 SH   DFND 0 11,200 0
FORTIVE CORP COM 34959J108 4,080 80,150 SH   DFND 0 80,150 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,545 26,600 SH   DFND 0 26,600 0
FRANKLIN ELEC INC COM 353514102 1,510 37,100 SH   DFND 0 37,100 0
GARTNER INC COM 366651107 2,521 28,500 SH   DFND 0 28,500 0
GENERAL DYNAMICS CORP COM 369550108 10,566 68,100 SH   DFND 0 68,100 0
GENERAL MLS INC COM 370334104 8,354 130,782 SH   DFND 0 130,782 0
GENESEE & WYO INC CL A 371559105 2,324 33,700 SH   DFND 0 33,700 0
G-III APPAREL GROUP LTD COM 36237H101 1,551 53,200 SH   DFND 0 53,200 0
GILEAD SCIENCES INC COM 375558103 5,301 67,000 SH   DFND 0 67,000 0
GROUPE CGI INC CL A SUB VTG 39945C109 934 19,600 SH   DFND 0 19,600 0
GRUBHUB INC COM 400110102 8,770 204,000 SH   DFND 0 204,000 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,428 75,500 SH   DFND 0 75,500 0
HEALTHCARE SVCS GRP INC COM 421906108 7,817 197,500 SH   DFND 0 197,500 0
HEICO CORP NEW COM 422806109 15,471 223,567 SH   DFND 0 223,567 0
HELEN OF TROY CORP LTD COM G4388N106 2,266 26,300 SH   DFND 0 26,300 0
HENRY JACK & ASSOC INC COM 426281101 5,792 67,700 SH   DFND 0 67,700 0
HOME DEPOT INC COM 437076102 3,346 26,000 SH   DFND 0 26,000 0
HORMEL FOODS CORP COM 440452100 19,091 503,318 SH   DFND 0 503,318 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 315 57,200 SH   DFND 0 57,200 0
HUNT J B TRANS SVCS INC COM 445658107 4,593 56,600 SH   DFND 0 56,600 0
IDEX CORP COM 45167R104 7,668 81,950 SH   DFND 0 81,950 0
IDEXX LABS INC COM 45168D104 26,762 237,400 SH   DFND 0 237,400 0
IHS MARKIT LTD SHS G47567105 7,212 192,054 SH   DFND 0 192,054 0
ILLUMINA INC COM 452327109 7,430 40,900 SH   DFND 0 40,900 0
INGREDION INC COM 457187102 4,630 34,800 SH   DFND 0 34,800 0
INSULET CORP COM 45784P101 790 19,300 SH   DFND 0 19,300 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,571 46,000 SH   DFND 0 46,000 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 646 2,400 SH   DFND 0 2,400 0
INTUIT COM 461202103 4,818 43,800 SH   DFND 0 43,800 0
ITT INC COM 45073V108 2,616 73,000 SH   DFND 0 73,000 0
J & J SNACK FOODS CORP COM 466032109 10,197 85,600 SH   DFND 0 85,600 0
J2 GLOBAL INC COM 48123V102 4,276 64,200 SH   DFND 0 64,200 0
JPMORGAN CHASE & CO COM 46625H100 5,194 78,000 SH   DFND 0 78,000 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,560 70,300 SH   DFND 0 70,300 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,188 62,800 SH   DFND 0 62,800 0
KIRBY CORP COM 497266106 4,724 76,000 SH   DFND 0 76,000 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,090 32,000 SH   DFND 0 32,000 0
LANCASTER COLONY CORP COM 513847103 964 7,300 SH   DFND 0 7,300 0
LANDSTAR SYS INC COM 515098101 2,301 33,800 SH   DFND 0 33,800 0
LAUDER ESTEE COS INC CL A 518439104 6,819 77,000 SH   DFND 0 77,000 0
LENDINGTREE INC NEW COM 52603B107 2,617 27,000 SH   DFND 0 27,000 0
LENNOX INTL INC COM 526107107 12,688 80,800 SH   DFND 0 80,800 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 74 14,200 SH   DFND 0 14,200 0
LINCOLN ELEC HLDGS INC COM 533900106 6,896 110,119 SH   DFND 0 110,119 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,898 195,000 SH   DFND 0 195,000 0
LKQ CORP COM 501889208 12,553 354,000 SH   DFND 0 354,000 0
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 430 9,000 SH   DFND 0 9,000 0
MALLINCKRODT PUB LTD CO SHS G5785G107 628 9,000 SH   DFND 0 9,000 0
MANHATTAN ASSOCS INC COM 562750109 1,683 29,200 SH   DFND 0 29,200 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 997 13,600 SH   DFND 0 13,600 0
MASTERCARD INCORPORATED CL A 57636Q104 14,400 141,500 SH   DFND 0 141,500 0
MAXIMUS INC COM 577933104 2,851 50,400 SH   DFND 0 50,400 0
MCCORMICK & CO INC COM NON VTG 579780206 4,806 48,100 SH   DFND 0 48,100 0
MEAD JOHNSON NUTRITION CO COM 582839106 1,185 15,000 SH   DFND 0 15,000 0
MEDIDATA SOLUTIONS INC COM 58471A105 4,238 76,000 SH   DFND 0 76,000 0
MEDNAX INC COM 58502B106 12,945 195,400 SH   DFND 0 195,400 0
MEDTRONIC PLC SHS G5960L103 5,702 66,000 SH   DFND 0 66,000 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24,602 58,600 SH   DFND 0 58,600 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,182 68,000 SH   DFND 0 68,000 0
MIDDLEBY CORP COM 596278101 17,542 141,900 SH   DFND 0 141,900 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 8,046 189,000 SH   DFND 0 189,000 0
MONRO MUFFLER BRAKE INC COM 610236101 5,499 89,900 SH   DFND 0 89,900 0
MONSANTO CO NEW COM 61166W101 4,599 45,000 SH   DFND 0 45,000 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,634 52,000 SH   DFND 0 52,000 0
NETFLIX INC COM 64110L106 7,687 78,000 SH   DFND 0 78,000 0
NETSCOUT SYS INC COM 64115T104 453 15,500 SH   DFND 0 15,500 0
NEVRO CORP COM 64157F103 2,547 24,400 SH   DFND 0 24,400 0
NEW JERSEY RES COM 646025106 1,814 55,200 SH   DFND 0 55,200 0
NEWMARKET CORP COM 651587107 6,912 16,100 SH   DFND 0 16,100 0
NIKE INC CL B 654106103 10,267 195,000 SH   DFND 0 195,000 0
NORDSON CORP COM 655663102 2,570 25,800 SH   DFND 0 25,800 0
NORTHROP GRUMMAN CORP COM 666807102 10,248 47,900 SH   DFND 0 47,900 0
NORTHWEST NAT GAS CO COM 667655104 1,431 23,800 SH   DFND 0 23,800 0
NORTHWESTERN CORP COM NEW 668074305 897 15,600 SH   DFND 0 15,600 0
NOVO-NORDISK A S ADR 670100205 7,465 179,500 SH   DFND 0 179,500 0
NXP SEMICONDUCTORS N V COM N6596X109 10,813 106,000 SH   DFND 0 106,000 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,927 64,000 SH   DFND 0 64,000 0
OMNICELL INC COM 68213N109 552 14,400 SH   DFND 0 14,400 0
ONEOK INC NEW COM 682680103 668 13,000 SH   DFND 0 13,000 0
OPEN TEXT CORP COM 683715106 7,037 108,500 SH   DFND 0 108,500 0
OXFORD INDS INC COM 691497309 1,381 20,400 SH   DFND 0 20,400 0
PACKAGING CORP AMER COM 695156109 1,666 20,500 SH   DFND 0 20,500 0
PANDORA MEDIA INC COM 698354107 6,950 485,000 SH   DFND 0 485,000 0
PAREXEL INTL CORP COM 699462107 5,844 84,150 SH   DFND 0 84,150 0
PAYPAL HLDGS INC COM 70450Y103 9,505 232,000 SH   DFND 0 232,000 0
PEPSICO INC COM 713448108 6,902 63,459 SH   DFND 0 63,459 0
PFIZER INC COM 717081103 3,776 111,476 SH   DFND 0 111,476 0
PIEDMONT NAT GAS INC COM 720186105 3,506 58,400 SH   DFND 0 58,400 0
POOL CORPORATION COM 73278L105 8,412 89,000 SH   DFND 0 89,000 0
PRA GROUP INC COM 69354N106 1,955 56,600 SH   DFND 0 56,600 0
PRA HEALTH SCIENCES INC COM 69354M108 876 15,500 SH   DFND 0 15,500 0
PRAXAIR INC COM 74005P104 8,627 71,400 SH   DFND 0 71,400 0
PRICELINE GRP INC COM NEW 741503403 6,769 4,600 SH   DFND 0 4,600 0
PROASSURANCE CORP COM 74267C106 2,829 53,900 SH   DFND 0 53,900 0
PROOFPOINT INC COM 743424103 2,657 35,500 SH   DFND 0 35,500 0
PROSPERITY BANCSHARES INC COM 743606105 2,080 37,900 SH   DFND 0 37,900 0
RBC BEARINGS INC COM 75524B104 3,595 47,000 SH   DFND 0 47,000 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 5,575 46,400 SH   DFND 0 46,400 0
REPUBLIC SVCS INC COM 760759100 4,464 88,491 SH   DFND 0 88,491 0
REYNOLDS AMERICAN INC COM 761713106 11,413 242,060 SH   DFND 0 242,060 0
RLI CORP COM 749607107 10,008 146,400 SH   DFND 0 146,400 0
ROLLINS INC COM 775711104 21,243 725,500 SH   DFND 0 725,500 0
ROPER TECHNOLOGIES INC COM 776696106 21,221 116,300 SH   DFND 0 116,300 0
RUSH ENTERPRISES INC CL A 781846209 994 40,600 SH   DFND 0 40,600 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 439 5,850 SH   DFND 0 5,850 0
SALESFORCE COM INC COM 79466L302 14,052 197,000 SH   DFND 0 197,000 0
SBA COMMUNICATIONS CORP COM 78388J106 11,575 103,200 SH   DFND 0 103,200 0
SCHEIN HENRY INC COM 806407102 20,878 128,100 SH   DFND 0 128,100 0
SCHWAB CHARLES CORP NEW COM 808513105 6,788 215,000 SH   DFND 0 215,000 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,803 40,400 SH   DFND 0 40,400 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,578 91,000 SH   DFND 0 91,000 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,796 23,700 SH   DFND 0 23,700 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,196 10,100 SH   DFND 0 10,100 0
SILGAN HOLDINGS INC COM 827048109 11,322 223,800 SH   DFND 0 223,800 0
SMITH A O COM 831865209 622 6,300 SH   DFND 0 6,300 0
SNAP ON INC COM 833034101 12,354 81,300 SH   DFND 0 81,300 0
SOUTH JERSEY INDS INC COM 838518108 5,922 200,400 SH   DFND 0 200,400 0
SOUTHWEST GAS CORP COM 844895102 2,906 41,600 SH   DFND 0 41,600 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,074 7,800 SH   DFND 0 7,800 0
STAMPS COM INC COM NEW 852857200 2,722 28,800 SH   DFND 0 28,800 0
STARBUCKS CORP COM 855244109 16,292 300,923 SH   DFND 0 300,923 0
STERICYCLE INC COM 858912108 11,196 139,700 SH   DFND 0 139,700 0
STIFEL FINL CORP COM 860630102 4,810 125,100 SH   DFND 0 125,100 0
SYNAPTICS INC COM 87157D109 2,566 43,800 SH   DFND 0 43,800 0
SYNNEX CORP COM 87162W100 6,481 56,800 SH   DFND 0 56,800 0
SYNTEL INC COM 87162H103 951 22,700 SH   DFND 0 22,700 0
TELEDYNE TECHNOLOGIES INC COM 879360105 24,684 228,700 SH   DFND 0 228,700 0
TELEFLEX INC COM 879369106 1,546 9,200 SH   DFND 0 9,200 0
TESLA MTRS INC COM 88160R101 2,652 13,000 SH   DFND 0 13,000 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,575 34,237 SH   DFND 0 34,237 0
TEXAS ROADHOUSE INC COM 882681109 2,677 68,600 SH   DFND 0 68,600 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,142 38,614 SH   DFND 0 38,614 0
TJX COS INC NEW COM 872540109 27,220 364,000 SH   DFND 0 364,000 0
TOLL BROTHERS INC COM 889478103 8,809 295,000 SH   DFND 0 295,000 0
TORCHMARK CORP COM 891027104 1,527 23,900 SH   DFND 0 23,900 0
TORO CO COM 891092108 29,931 639,000 SH   DFND 0 639,000 0
TRANSDIGM GROUP INC COM 893641100 12,663 43,800 SH   DFND 0 43,800 0
TREEHOUSE FOODS INC COM 89469A104 1,317 15,100 SH   DFND 0 15,100 0
TRIMBLE NAVIGATION LTD COM 896239100 1,057 37,000 SH   DFND 0 37,000 0
TYLER TECHNOLOGIES INC COM 902252105 17,321 101,158 SH   DFND 0 101,158 0
U S CONCRETE INC COM NEW 90333L201 1,133 24,600 SH   DFND 0 24,600 0
U S PHYSICAL THERAPY INC COM 90337L108 1,843 29,400 SH   DFND 0 29,400 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 23,668 115,800 SH   DFND 0 115,800 0
UNION PAC CORP COM 907818108 10,826 111,000 SH   DFND 0 111,000 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,228 26,200 SH   DFND 0 26,200 0
URBAN OUTFITTERS INC COM 917047102 7,111 206,000 SH   DFND 0 206,000 0
V F CORP COM 918204108 2,018 36,000 SH   DFND 0 36,000 0
VAIL RESORTS INC COM 91879Q109 5,334 34,000 SH   DFND 0 34,000 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,056 21,200 SH   DFND 0 21,200 0
VALMONT INDS INC COM 920253101 2,907 21,600 SH   DFND 0 21,600 0
VALSPAR CORP COM 920355104 12,156 114,600 SH   DFND 0 114,600 0
VCA INC COM 918194101 4,087 58,400 SH   DFND 0 58,400 0
VERINT SYS INC COM 92343X100 1,249 33,200 SH   DFND 0 33,200 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,907 148,000 SH   DFND 0 148,000 0
VISA INC COM CL A 92826C839 16,176 195,604 SH   DFND 0 195,604 0
VISTA OUTDOOR INC COM 928377100 773 19,400 SH   DFND 0 19,400 0
WABTEC CORP COM 929740108 9,790 119,900 SH   DFND 0 119,900 0
WASTE CONNECTIONS INC COM 94106B101 36,517 488,850 SH   DFND 0 488,850 0
WELLS FARGO GLOBAL DIVIDEND WF GLOBAL OPPTY 94987C103 59 10,100 SH   DFND 0 10,100 0
WEX INC COM 96208T104 14,019 129,700 SH   DFND 0 129,700 0
WOLVERINE WORLD WIDE INC COM 978097103 5,658 245,700 SH   DFND 0 245,700 0
WOODWARD INC COM 980745103 6,373 102,000 SH   DFND 0 102,000 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,305 53,200 SH   DFND 0 53,200 0
XPO LOGISTICS INC COM 983793100 1,173 32,000 SH   DFND 0 32,000 0
ZELTIQ AESTHETICS INC COM 98933Q108 1,961 50,000 SH   DFND 0 50,000 0
ZOETIS INC CL A 98978V103 3,433 66,000 SH   DFND 0 66,000 0