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
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,044 3,712 SH   DFND 3 3,712 0 0
AMAZON COM INC COM 023135106 54,039 166,386 SH   SOLE   92,203 0 74,183
AMAZON COM INC COM 023135106 518,284 1,595,800 SH   DFND 3 1,595,800 0 0
AMAZON COM INC COM 023135106 86,009 264,823 SH   DFND 2,4 264,823 0 0
AMAZON COM INC COM 023135106 60,019 184,800 SH   DFND 5,4 184,800 0 0
AMAZON COM INC COM 023135106 23,378 71,981 SH   DFND 6,4 71,981 0 0
AMBAC FINL GROUP INC COM NEW 023139884 26,199 959,315 SH   DFND 1,4 959,315 0 0
AMERICAN EXPRESS CO COM 025816109 7,589 79,994 SH   SOLE   44,329 0 35,665
AMERICAN EXPRESS CO COM 025816109 72,805 767,419 SH   DFND 3 767,419 0 0
AMERICAN EXPRESS CO COM 025816109 8,429 88,848 SH   DFND 5,4 88,848 0 0
AMERICAN EXPRESS CO COM 025816109 3,283 34,607 SH   DFND 6,4 34,607 0 0
BAKER HUGHES INC COM 057224107 2,245 30,160 SH   DFND 3 30,160 0 0
BEBE STORES INC COM 075571109 58 19,152 SH   DFND 4 19,152 0 0
COMCAST CORP NEW CL A 20030N101 100,341 1,869,239 SH   SOLE   1,036,908 0 832,331
COMCAST CORP NEW CL A 20030N101 1,019,088 18,984,493 SH   DFND 3 18,984,493 0 0
COMCAST CORP NEW CL A 20030N101 182,289 3,395,841 SH   DFND 2,4 3,395,841 0 0
COMCAST CORP NEW CL A 20030N101 111,329 2,073,947 SH   DFND 5,4 2,073,947 0 0
COMCAST CORP NEW CL A 20030N101 43,589 812,013 SH   DFND 6,4 812,013 0 0
CYTOKINETICS INC COM NEW 23282W605 9,463 1,979,641 SH   DFND 3 1,979,641 0 0
CYTOKINETICS INC COM NEW 23282W605 1,636 342,224 SH   DFND 2,4 342,224 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 76,912 1,986,465 SH   SOLE   1,098,173 0 888,292
DELTA AIR LINES INC DEL COM NEW 247361702 709,631 18,327,253 SH   DFND 3 18,327,253 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 123,993 3,202,306 SH   DFND 2,4 3,202,306 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 85,702 2,213,387 SH   DFND 5,4 2,213,387 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 33,482 864,730 SH   DFND 6,4 864,730 0 0
DIREXION SHS ETF TR DLY SC BEAR3XNEW 25459Y488 1,396 100,000 SH   DFND 3 100,000 0 0
DISNEY WALT CO COM DISNEY 254687106 51,815 604,340 SH   SOLE   334,806 0 269,534
DISNEY WALT CO COM DISNEY 254687106 494,824 5,771,218 SH   DFND 3 5,771,218 0 0
DISNEY WALT CO COM DISNEY 254687106 82,381 960,824 SH   DFND 2,4 960,824 0 0
DISNEY WALT CO COM DISNEY 254687106 57,409 669,575 SH   DFND 5,4 669,575 0 0
DISNEY WALT CO COM DISNEY 254687106 22,433 261,641 SH   DFND 6,4 261,641 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 21,797 197,794 SH   DFND 3 197,794 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 42,442 1,996,312 SH   DFND 1,4 1,996,312 0 0
ESSENT GROUP LTD COM G3198U102 18,116 901,736 SH   DFND 1,4 901,736 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,000 59,720 SH   SOLE   33,081 0 26,639
GOLDMAN SACHS GROUP INC COM 38141G104 189,045 1,129,029 SH   DFND 3 1,129,029 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,720 64,023 SH   DFND 2,4 64,023 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,077 66,158 SH   DFND 5,4 66,158 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,328 25,851 SH   DFND 6,4 25,851 0 0
GOOGLE INC CL A 38259P508 36,492 62,415 SH   SOLE   34,531 0 27,884
GOOGLE INC CL A 38259P508 60,057 102,719 SH   DFND 2,4 102,719 0 0
GOOGLE INC CL A 38259P508 348,155 595,472 SH   DFND 3 595,472 0 0
GOOGLE INC CL A 38259P508 40,631 69,494 SH   DFND 5,4 69,494 0 0
GOOGLE INC CL A 38259P508 15,703 26,858 SH   DFND 6,4 26,858 0 0
GOOGLE INC CL C 38259P706 30,490 53,001 SH   SOLE   29,389 0 23,612
GOOGLE INC CL C 38259P706 51,046 88,733 SH   DFND 2,4 88,733 0 0
GOOGLE INC CL C 38259P706 291,560 506,814 SH   DFND 3 506,814 0 0
GOOGLE INC CL C 38259P706 33,850 58,841 SH   DFND 5,4 58,841 0 0
GOOGLE INC CL C 38259P706 13,214 22,969 SH   DFND 6,4 22,969 0 0
HALLIBURTON CO COM 406216101 10,518 148,122 SH   SOLE   82,050 0 66,072
HALLIBURTON CO COM 406216101 30,584 430,697 SH   DFND 3 430,697 0 0
HALLIBURTON CO COM 406216101 4,180 58,871 SH   DFND 2,4 58,871 0 0
HALLIBURTON CO COM 406216101 11,652 164,089 SH   DFND 5,4 164,089 0 0
HALLIBURTON CO COM 406216101 4,553 64,118 SH   DFND 6,4 64,118 0 0
JPMORGAN CHASE & CO COM 46625H100 90,053 1,563,115 SH   SOLE   866,383 0 696,732
JPMORGAN CHASE & CO COM 46625H100 814,691 14,139,027 SH   DFND 3 14,139,027 0 0
JPMORGAN CHASE & CO COM 46625H100 138,724 2,407,570 SH   DFND 2,4 2,407,570 0 0
JPMORGAN CHASE & CO COM 46625H100 100,032 1,736,070 SH   DFND 5,4 1,736,070 0 0
JPMORGAN CHASE & CO COM 46625H100 38,983 676,553 SH   DFND 6,4 676,553 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 17,137 638,967 SH   DFND 1,4 638,967 0 0
L BRANDS INC COM 501797104 22,478 383,210 SH   SOLE   212,407 0 170,803
L BRANDS INC COM 501797104 201,740 3,439,133 SH   DFND 3 3,439,133 0 0
L BRANDS INC COM 501797104 31,793 541,990 SH   DFND 2,4 541,990 0 0
L BRANDS INC COM 501797104 24,965 425,595 SH   DFND 5,4 425,595 0 0
L BRANDS INC COM 501797104 9,733 165,923 SH   DFND 6,4 165,923 0 0
LAZARD LTD SHS A G54050102 44,833 869,536 SH   DFND 1,4 869,536 0 0
LEUCADIA NATL CORP COM 527288104 59,085 2,253,419 SH   DFND 3 2,253,419 0 0
LINKEDIN CORP COM CL A 53578A108 24,389 142,238 SH   SOLE   78,903 0 63,335
LINKEDIN CORP COM CL A 53578A108 246,400 1,436,984 SH   DFND 3 1,436,984 0 0
LINKEDIN CORP COM CL A 53578A108 42,474 247,704 SH   DFND 2,4 247,704 0 0
LINKEDIN CORP COM CL A 53578A108 27,052 157,765 SH   DFND 5,4 157,765 0 0
LINKEDIN CORP COM CL A 53578A108 10,589 61,754 SH   DFND 6,4 61,754 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,162 11,895 SH   DFND 3 11,895 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 5,721 91,612 SH   DFND 3 91,612 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 33,529 1,921,434 SH   DFND 3 1,921,434 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 14,135 810,011 SH   DFND 2,4 810,011 0 0
MGIC INVT CORP WIS COM 552848103 14,598 1,579,880 SH   DFND 1,4 1,579,880 0 0
MORGAN STANLEY COM NEW 617446448 53,929 1,668,078 SH   DFND 1,4 1,668,078 0 0
NETFLIX INC COM 64110L106 30,417 69,036 SH   SOLE   38,268 0 30,768
NETFLIX INC COM 64110L106 294,851 669,204 SH   DFND 3 669,204 0 0
NETFLIX INC COM 64110L106 52,725 119,667 SH   DFND 2,4 119,667 0 0
NETFLIX INC COM 64110L106 33,787 76,684 SH   DFND 5,4 76,684 0 0
NETFLIX INC COM 64110L106 13,176 29,905 SH   DFND 6,4 29,905 0 0
NIKE INC CL B 654106103 70,992 915,486 SH   SOLE   507,910 0 407,576
NIKE INC CL B 654106103 733,630 9,460,095 SH   DFND 3 9,460,095 0 0
NIKE INC CL B 654106103 127,110 1,639,070 SH   DFND 2,4 1,639,070 0 0
NIKE INC CL B 654106103 78,758 1,015,571 SH   DFND 5,4 1,015,571 0 0
NIKE INC CL B 654106103 30,827 397,517 SH   DFND 6,4 397,517 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 8,791 522,354 SH   DFND 2,4 522,354 0 0
RESPONSE GENETICS INC COM 76123U105 3,501 3,805,161 SH   DFND 2,4 3,805,161 0 0
SCHLUMBERGER LTD COM 806857108 2,041 17,300 SH   DFND 3 17,300 0 0
SPRINGLEAF HLDGS INC COM 85172J101 23,866 919,679 SH   DFND 1,4 919,679 0 0
TRIMBLE NAVIGATION LTD COM 896239100 1,942 52,562 SH   DFND 3 52,562 0 0
TWITTER INC COM 90184L102 5,464 133,394 SH   SOLE   73,962 0 59,432
TWITTER INC COM 90184L102 50,165 1,224,435 SH   DFND 3 1,224,435 0 0
TWITTER INC COM 90184L102 9,099 222,088 SH   DFND 2,4 222,088 0 0
TWITTER INC COM 90184L102 6,071 148,175 SH   DFND 5,4 148,175 0 0
TWITTER INC COM 90184L102 2,373 57,913 SH   DFND 6,4 57,913 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,491 24,263 SH   DFND 3 24,263 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 50,340 1,028,949 SH   SOLE   570,117 0 458,832
VERIZON COMMUNICATIONS INC COM 92343V104 476,232 9,732,932 SH   DFND 3 9,732,932 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 76,930 1,572,244 SH   DFND 2,4 1,572,244 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 55,720 1,138,772 SH   DFND 5,4 1,138,772 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 21,788 445,290 SH   DFND 6,4 445,290 0 0
VISA INC COM CL A 92826C839 44,718 212,226 SH   DFND 1,4 212,226 0 0
WELLS FARGO & CO NEW COM 949746101 51,016 970,700 SH   SOLE   537,919 0 432,781
WELLS FARGO & CO NEW COM 949746101 489,258 9,308,568 SH   DFND 3 9,308,568 0 0
WELLS FARGO & CO NEW COM 949746101 81,189 1,544,697 SH   DFND 2,4 1,544,697 0 0
WELLS FARGO & CO NEW COM 949746101 56,665 1,078,108 SH   DFND 5,4 1,078,108 0 0
WELLS FARGO & CO NEW COM 949746101 22,072 419,938 SH   DFND 6,4 419,938 0 0
WHOLE FOODS MKT INC COM 966837106 9,654 249,922 SH   SOLE   138,526 0 111,396
WHOLE FOODS MKT INC COM 966837106 90,496 2,342,629 SH   DFND 3 2,342,629 0 0
WHOLE FOODS MKT INC COM 966837106 10,722 277,569 SH   DFND 5,4 277,569 0 0
WHOLE FOODS MKT INC COM 966837106 4,179 108,171 SH   DFND 6,4 108,171 0 0