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
CARNIVAL CORP PAIRED CTF 143658300 7,506 142,232 SH   DFND 1 142,232 0 0
DEMANDWARE INC COM 24802Y105 1,667 42,630 SH   DFND 1 42,630 0 0
EATON CORP PLC SHS G29183103 6,650 106,300 SH   DFND 1 106,300 0 0
FITBIT INC CL A 33812L102 1,067 70,400 SH   DFND 1 70,400 0 0
HIBBETT SPORTS INC COM 428567101 2,760 76,892 SH   DFND 1 76,892 0 0
HILL ROM HLDGS INC COM 431475102 4,490 89,257 SH   DFND 1 89,257 0 0
ILLINOIS TOOL WKS INC COM 452308109 6,423 62,700 SH   DFND 1 62,700 0 0
LGI HOMES INC COM 50187T106 2,032 83,927 SH   DFND 1 83,927 0 0
MASIMO CORP COM 574795100 4,387 104,852 SH   DFND 1 104,852 0 0
NUVASIVE INC COM 670704105 1,316 27,051 SH   DFND 1 27,051 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 1,767 101,810 SH   DFND 1 101,810 0 0
PAYCHEX INC COM 704326107 3,448 63,839 SH   DFND 1 63,839 0 0
PRESS GANEY HLDGS INC COM 74113L102 688 22,857 SH   DFND 1 22,857 0 0
INSULET CORP COM 45784P101 1,781 53,714 SH   DFND 1 53,714 0 0
STRYKER CORP COM 863667101 3,723 34,700 SH   DFND 1 34,700 0 0
TRINSEO S A SHS L9340P101 2,201 59,787 SH   DFND 1 59,787 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,250 64,000 SH   DFND 1 64,000 0 0
VITAE PHARMACEUTICALS INC COM 92847N103 2,671 402,849 SH   DFND 1 402,849 0 0