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
ABBOTT LABS COM 002824100 8,048 209,536 SH   DFND 1 209,536 0 0
ABBVIE INC COM 00287Y109 274 4,372 SH   DFND 1 4,372 0 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 286 13,788 SH   DFND 1 13,788 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 586 4,999 SH   DFND 1 4,999 0 0
ADOBE SYS INC COM 00724F101 1,071 10,406 SH   DFND 1 10,406 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,871 28,800 SH   DFND 1 28,800 0 0
AIR PRODS & CHEMS INC COM 009158106 2,956 20,556 SH   DFND 1 20,556 0 0
AKORN INC COM 009728106 8,296 380,039 SH   DFND 1 380,039 0 0
ALERE INC COM 01449J105 5,548 142,366 SH   DFND 1 142,366 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,998 24,500 SH   DFND 1 24,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 941 10,716 SH   DFND 1 10,716 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 7,250 31,729 SH   DFND 1 31,729 0 0
ALPHABET INC CAP STK CL A 02079K305 8,717 11,000 SH   DFND 1 11,000 0 0
AMAZON COM INC COM 023135106 2,186 2,915 SH   DFND 1 2,915 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,777 337,908 SH   DFND 1 337,908 0 0
AMETEK INC NEW COM 031100100 9,438 194,200 SH   DFND 1 194,200 0 0
ANADARKO PETE CORP COM 032511107 7,517 107,801 SH   DFND 1 107,801 0 0
ANTERO RES CORP COM 03674X106 2,956 125,000 SH   DFND 1 125,000 0 0
APACHE CORP COM 037411105 271 4,277 SH   DFND 1 4,277 0 0
ARCBEST CORP COM 03937C105 12,601 455,716 SH   DFND 1 455,716 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 304 6,659 SH   DFND 1 6,659 0 0
ARRIS INTL INC SHS G0551A103 4,758 157,900 SH   DFND 1 157,900 0 0
AT&T INC COM 00206R102 625 14,706 SH   DFND 1 14,706 0 0
ATHENAHEALTH INC COM 04685W103 262 2,495 SH   DFND 1 2,495 0 0
AUTONATION INC COM 05329W102 3,144 64,625 SH   DFND 1 64,625 0 0
BANK HAWAII CORP COM 062540109 388 4,379 SH   DFND 1 4,379 0 0
BANK OF THE OZARKS INC COM 063904106 268 5,104 SH   DFND 1 5,104 0 0
BAXTER INTL INC COM 071813109 3,559 80,255 SH   DFND 1 80,255 0 0
BED BATH & BEYOND INC COM 075896100 705 17,349 SH   DFND 1 17,349 0 0
BELDEN INC COM 077454106 7,133 95,400 SH   DFND 1 95,400 0 0
BIO RAD LABS INC CL A 090572207 2,496 13,693 SH   DFND 1 13,693 0 0
BOB EVANS FARMS INC COM 096761101 664 12,484 SH   DFND 1 12,484 0 0
BOEING CO COM 097023105 296 1,904 SH   DFND 1 1,904 0 0
BOK FINL CORP COM NEW 05561Q201 580 6,982 SH   DFND 1 6,982 0 0
BOSTON BEER INC CL A 100557107 560 3,298 SH   DFND 1 3,298 0 0
BOULEVARD ACQUISITION UNIT 99/99/9999 10157Q201 2,032 200,000 SH   DFND 1 200,000 0 0
BRINKER INTL INC COM 109641100 670 13,534 SH   DFND 1 13,534 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 375 29,988 SH   DFND 1 29,988 0 0
BRUKER CORP COM 116794108 242 11,414 SH   DFND 1 11,414 0 0
BUFFALO WILD WINGS INC COM 119848109 252 1,635 SH   DFND 1 1,635 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,012 82,066 SH   DFND 1 82,066 0 0
CABELAS INC COM 126804301 1,464 25,000 SH   DFND 1 25,000 0 0
CANADIAN PAC RY LTD COM 13645T100 11,915 83,600 SH   DFND 1 83,600 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,598 81,030 SH   DFND 1 81,030 0 0
CHARLES RIV LABS INTL INC COM 159864107 268 3,512 SH   DFND 1 3,512 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 759 8,983 SH   DFND 1 8,983 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,528 12,000 SH   DFND 1 12,000 0 0
CHURCHILL DOWNS INC COM 171484108 5,415 35,993 SH   DFND 1 35,993 0 0
CIMAREX ENERGY CO COM 171798101 11,194 82,369 SH   DFND 1 82,369 0 0
CIMPRESS N V SHS EURO N20146101 366 3,995 SH   DFND 1 3,995 0 0
CITIZENS FINL GROUP INC COM 174610105 5,873 164,835 SH   DFND 1 164,835 0 0
CLARCOR INC COM 179895107 371 4,500 SH   DFND 1 4,500 0 0
COACH INC COM 189754104 399 11,397 SH   DFND 1 11,397 0 0
COCA COLA CO COM 191216100 1,003 24,199 SH   DFND 1 24,199 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,852 86,600 SH   DFND 1 86,600 0 0
COMCAST CORP NEW CL A 20030N101 5,524 80,000 SH   DFND 1 80,000 0 0
COMPUTER SCIENCES CORP COM 205363104 630 10,600 SH   DFND 1 10,600 0 0
CONCHO RES INC COM 20605P101 7,664 57,800 SH   DFND 1 57,800 0 0
CONMED CORP COM 207410101 2,101 47,577 SH   DFND 1 47,577 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,162 40,194 SH   DFND 1 40,194 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 334 2,001 SH   DFND 1 2,001 0 0
CSX CORP COM 126408103 785 21,836 SH   DFND 1 21,836 0 0
DARDEN RESTAURANTS INC COM 237194105 290 3,986 SH   DFND 1 3,986 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 6,928 123,061 SH   DFND 1 123,061 0 0
DENTSPLY SIRONA INC COM 24906P109 569 9,852 SH   DFND 1 9,852 0 0
DICKS SPORTING GOODS INC COM 253393102 2,455 46,234 SH   DFND 1 46,234 0 0
DILLARDS INC CL A 254067101 593 9,460 SH   DFND 1 9,460 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 685 24,984 SH   DFND 1 24,984 0 0
DISH NETWORK CORP CL A 25470M109 11,586 200,000 SH   DFND 1 200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 4,874 65,800 SH   DFND 1 65,800 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 748 6,166 SH   DFND 1 6,166 0 0
DYCOM INDS INC COM 267475101 3,204 39,900 SH   DFND 1 39,900 0 0
EBAY INC COM 278642103 5,938 200,000 SH   DFND 1 200,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 2,080 83,046 SH   DFND 1 83,046 0 0
ELLIE MAE INC COM 28849P100 319 3,811 SH   DFND 1 3,811 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 339 10,332 SH   DFND 1 10,332 0 0
EQT CORP COM 26884L109 229 3,502 SH   DFND 1 3,502 0 0
EQUINIX INC COM PAR $0.001 29444U700 6,604 18,477 SH   DFND 1 18,477 0 0
ERICSSON ADR B SEK 10 294821608 3,306 567,000 SH   DFND 1 567,000 0 0
EXACT SCIENCES CORP COM 30063P105 336 25,119 SH   DFND 1 25,119 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,328 100,000 SH   DFND 1 100,000 0 0
FACEBOOK INC CL A 30303M102 23,861 207,400 SH   DFND 1 207,400 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,289 302,225 SH   DFND 1 302,225 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 297 3,220 SH   DFND 1 3,220 0 0
FIVE BELOW INC COM 33829M101 2,198 55,000 SH   DFND 1 55,000 0 0
FNB CORP PA COM 302520101 2,463 153,619 SH   DFND 1 153,619 0 0
FOAMIX PHARMACEUTICALS LTD SHS M46135105 4,324 389,586 SH   DFND 1 389,586 0 0
FULTON FINL CORP PA COM 360271100 527 28,057 SH   DFND 1 28,057 0 0
G & K SVCS INC CL A 361268105 482 4,997 SH   DFND 1 4,997 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,062 100,000 SH   DFND 1 100,000 0 0
GAP INC DEL COM 364760108 225 10,020 SH   DFND 1 10,020 0 0
GENERAL ELECTRIC CO COM 369604103 595 18,829 SH   DFND 1 18,829 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 568 22,750 SH   DFND 1 22,750 0 0
GENERAL MTRS CO COM 37045V100 242 6,940 SH   DFND 1 6,940 0 0
GENESEE & WYO INC CL A 371559105 25,713 370,458 SH   DFND 1 370,458 0 0
GREAT WESTN BANCORP INC COM 391416104 483 11,076 SH   DFND 1 11,076 0 0
HALYARD HEALTH INC COM 40650V100 464 12,559 SH   DFND 1 12,559 0 0
HARLEY DAVIDSON INC COM 412822108 760 13,032 SH   DFND 1 13,032 0 0
HEARTLAND EXPRESS INC COM 422347104 9,472 465,242 SH   DFND 1 465,242 0 0
HILL ROM HLDGS INC COM 431475102 576 10,263 SH   DFND 1 10,263 0 0
HOME DEPOT INC COM 437076102 8,603 64,162 SH   DFND 1 64,162 0 0
HOME DEPOT INC COM 437076102 26,816 200,000 SH Call DFND 1 200,000 0 0
HUB GROUP INC CL A 443320106 15,852 362,329 SH   DFND 1 362,329 0 0
HUBSPOT INC COM 443573100 8,460 180,000 SH   DFND 1 180,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 346 26,201 SH   DFND 1 26,201 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 476 35,070 SH   DFND 1 35,070 0 0
INOGEN INC COM 45780L104 573 8,524 SH   DFND 1 8,524 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 11,357 1,234,489 SH   DFND 1 1,234,489 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,003 6,045 SH   DFND 1 6,045 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,170 124,200 SH   DFND 1 124,200 0 0
INTERXION HOLDING N.V SHS N47279109 23,672 675,000 SH   DFND 1 675,000 0 0
INTERXION HOLDING N.V SHS N47279109 12,275 350,000 SH Call DFND 1 350,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 896 18,729 SH   DFND 1 18,729 0 0
JACK IN THE BOX INC COM 466367109 5,243 46,967 SH   DFND 1 46,967 0 0
JACK IN THE BOX INC COM 466367109 5,582 50,000 SH Call DFND 1 50,000 0 0
JD COM INC SPON ADR CL A 47215P106 254 10,000 SH   DFND 1 10,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,798 44,767 SH   DFND 1 44,767 0 0
KAR AUCTION SVCS INC COM 48238T109 3,623 85,000 SH   DFND 1 85,000 0 0
KENNAMETAL INC COM 489170100 1,425 45,600 SH   DFND 1 45,600 0 0
KEYCORP NEW COM 493267108 9,899 541,823 SH   DFND 1 541,823 0 0
KRAFT HEINZ CO COM 500754106 2,048 23,452 SH   DFND 1 23,452 0 0
KROGER CO COM 501044101 6,132 177,702 SH   DFND 1 177,702 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 10,420 68,500 SH   DFND 1 68,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 370 5,497 SH   DFND 1 5,497 0 0
LANDSTAR SYS INC COM 515098101 6,049 70,909 SH   DFND 1 70,909 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 3,118 72,411 SH   DFND 1 72,411 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 410 20,499 SH   DFND 1 20,499 0 0
LOCKHEED MARTIN CORP COM 539830109 10,461 41,854 SH   DFND 1 41,854 0 0
M & T BK CORP COM 55261F104 336 2,150 SH   DFND 1 2,150 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 6,003 35,000 SH   DFND 1 35,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 4,671 93,749 SH   DFND 1 93,749 0 0
MARATHON OIL CORP COM 565849106 516 29,796 SH   DFND 1 29,796 0 0
MARRIOTT INTL INC NEW CL A 571903202 418 5,051 SH   DFND 1 5,051 0 0
MASTERCARD INCORPORATED CL A 57636Q104 644 6,238 SH   DFND 1 6,238 0 0
MAXLINEAR INC CL A 57776J100 523 23,983 SH   DFND 1 23,983 0 0
MB FINANCIAL INC NEW COM 55264U108 478 10,111 SH   DFND 1 10,111 0 0
MCCORMICK & CO INC COM NON VTG 579780206 261 2,798 SH   DFND 1 2,798 0 0
MEDICINES CO COM 584688105 7,227 212,930 SH   DFND 1 212,930 0 0
MEDICINES CO COM 584688105 3,394 100,000 SH Call DFND 1 100,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,981 157,300 SH   DFND 1 157,300 0 0
MICHAELS COS INC COM 59408Q106 2,078 101,593 SH   DFND 1 101,593 0 0
MICROSOFT CORP COM 594918104 12,708 204,500 SH   DFND 1 204,500 0 0
MOLSON COORS BREWING CO CL B 60871R209 13,863 142,463 SH   DFND 1 142,463 0 0
MONDELEZ INTL INC CL A 609207105 2,079 46,900 SH   DFND 1 46,900 0 0
MONDELEZ INTL INC CL A 609207105 8,866 200,000 SH Call DFND 1 200,000 0 0
MONSANTO CO NEW COM 61166W101 10,521 100,000 SH   DFND 1 100,000 0 0
MOODYS CORP COM 615369105 464 4,924 SH   DFND 1 4,924 0 0
MURPHY USA INC COM 626755102 369 6,000 SH   DFND 1 6,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 366 22,987 SH   DFND 1 22,987 0 0
NEWELL BRANDS INC COM 651229106 557 12,483 SH   DFND 1 12,483 0 0
NEWFIELD EXPL CO COM 651290108 398 9,820 SH   DFND 1 9,820 0 0
NORFOLK SOUTHERN CORP COM 655844108 608 5,624 SH   DFND 1 5,624 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,933 25,508 SH   DFND 1 25,508 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,251 125,000 SH   DFND 1 125,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 339 12,922 SH   DFND 1 12,922 0 0
OASIS PETE INC NEW COM 674215108 1,136 75,000 SH   DFND 1 75,000 0 0
OCLARO INC COM NEW 67555N206 1,343 150,000 SH   DFND 1 150,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 12,222 142,468 SH   DFND 1 142,468 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,948 138,785 SH   DFND 1 138,785 0 0
OMNICOM GROUP INC COM 681919106 1,450 17,039 SH   DFND 1 17,039 0 0
OPKO HEALTH INC COM 68375N103 221 23,815 SH   DFND 1 23,815 0 0
ORACLE CORP COM 68389X105 900 23,396 SH   DFND 1 23,396 0 0
PACE HLDGS CORP UNIT 99/99/9999 G6865N129 4,154 386,750 SH   DFND 1 386,750 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 8,075 250,000 SH Call DFND 1 250,000 0 0
PACWEST BANCORP DEL COM 695263103 3,328 61,135 SH   DFND 1 61,135 0 0
PANDORA MEDIA INC COM 698354107 7,470 572,889 SH   DFND 1 572,889 0 0
PARSLEY ENERGY INC CL A 701877102 5,437 154,283 SH   DFND 1 154,283 0 0
PATTERSON UTI ENERGY INC COM 703481101 4,246 157,713 SH   DFND 1 157,713 0 0
PAYPAL HLDGS INC COM 70450Y103 1,614 40,900 SH   DFND 1 40,900 0 0
PENN NATL GAMING INC COM 707569109 3,654 265,000 SH   DFND 1 265,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 480 24,773 SH   DFND 1 24,773 0 0
PEPSICO INC COM 713448108 493 4,710 SH   DFND 1 4,710 0 0
PINNACLE FOODS INC DEL COM 72348P104 7,695 143,967 SH   DFND 1 143,967 0 0
PIONEER NAT RES CO COM 723787107 5,960 33,100 SH   DFND 1 33,100 0 0
PNC FINL SVCS GROUP INC COM 693475105 458 3,918 SH   DFND 1 3,918 0 0
POLARIS INDS INC COM 731068102 330 4,000 SH   DFND 1 4,000 0 0
POST HLDGS INC COM 737446104 1,608 20,000 SH   DFND 1 20,000 0 0
PROCTER AND GAMBLE CO COM 742718109 378 4,501 SH   DFND 1 4,501 0 0
PROSPERITY BANCSHARES INC COM 743606105 873 12,158 SH   DFND 1 12,158 0 0
PVH CORP COM 693656100 223 2,471 SH   DFND 1 2,471 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 435 5,720 SH   DFND 1 5,720 0 0
RADIUS HEALTH INC COM NEW 750469207 3,526 92,721 SH   DFND 1 92,721 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 3,009 98,000 SH   DFND 1 98,000 0 0
REYNOLDS AMERICAN INC COM 761713106 15,033 268,259 SH   DFND 1 268,259 0 0
RICE ENERGY INC COM 762760106 1,281 60,000 SH   DFND 1 60,000 0 0
RITE AID CORP COM 767754104 2,884 350,000 SH   DFND 1 350,000 0 0
RITE AID CORP COM 767754104 4,120 500,000 SH Call DFND 1 500,000 0 0
RITE AID CORP COM 767754104 2,884 350,000 SH Put DFND 1 350,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 397 2,170 SH   DFND 1 2,170 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,552 128,624 SH   DFND 1 128,624 0 0
RPC INC COM 749660106 1,803 91,000 SH   DFND 1 91,000 0 0
RYDER SYS INC COM 783549108 13,537 181,855 SH   DFND 1 181,855 0 0
S&P GLOBAL INC COM 78409V104 312 2,905 SH   DFND 1 2,905 0 0
SAGE THERAPEUTICS INC COM 78667J108 5,559 108,872 SH   DFND 1 108,872 0 0
SAGE THERAPEUTICS INC COM 78667J108 7,950 155,700 SH Call DFND 1 155,700 0 0
SAGE THERAPEUTICS INC COM 78667J108 5,106 100,000 SH Put DFND 1 100,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 21,685 210,000 SH   DFND 1 210,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 420 30,016 SH   DFND 1 30,016 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 5,644 79,077 SH   DFND 1 79,077 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 557 10,780 SH   DFND 1 10,780 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 681 8,370 SH   DFND 1 8,370 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 7,161 183,855 SH   DFND 1 183,855 0 0
SERVICENOW INC COM 81762P102 11,865 159,600 SH   DFND 1 159,600 0 0
SHIRE PLC SPONSORED ADR 82481R106 9,348 54,866 SH   DFND 1 54,866 0 0
SHUTTERSTOCK INC COM 825690100 376 7,906 SH   DFND 1 7,906 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 8,951 59,594 SH   DFND 1 59,594 0 0
SIMON PPTY GROUP INC NEW COM 828806109 371 2,090 SH   DFND 1 2,090 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 8,338 250,000 SH   DFND 1 250,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 16,230 1,500,000 SH Call DFND 1 1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,199 14,311 SH   DFND 1 14,311 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 22,035 500,000 SH Call DFND 1 500,000 0 0
ST JUDE MED INC COM 790849103 5,012 62,500 SH   DFND 1 62,500 0 0
STERIS PLC SHS USD G84720104 336 4,986 SH   DFND 1 4,986 0 0
SUNTRUST BKS INC COM 867914103 265 4,835 SH   DFND 1 4,835 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 844 50,000 SH   DFND 1 50,000 0 0
SVB FINL GROUP COM 78486Q101 6,802 39,624 SH   DFND 1 39,624 0 0
SWIFT TRANSN CO CL A 87074U101 11,828 485,562 SH   DFND 1 485,562 0 0
SYMANTEC CORP COM 871503108 643 26,920 SH   DFND 1 26,920 0 0
SYNERGY RES CORP COM 87164P103 256 28,755 SH   DFND 1 28,755 0 0
SYSCO CORP COM 871829107 442 7,990 SH   DFND 1 7,990 0 0
TARGET CORP COM 87612E106 669 9,269 SH   DFND 1 9,269 0 0
TCF FINL CORP COM 872275102 1,257 64,172 SH   DFND 1 64,172 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 5,649 130,000 SH   DFND 1 130,000 0 0
TECK RESOURCES LTD CL B 878742204 601 30,000 SH   DFND 1 30,000 0 0
TELEFLEX INC COM 879369106 321 1,992 SH   DFND 1 1,992 0 0
TELUS CORP COM 87971M103 398 12,485 SH   DFND 1 12,485 0 0
TESLA MTRS INC COM 88160R101 510 2,385 SH   DFND 1 2,385 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 4,196 53,518 SH   DFND 1 53,518 0 0
TEXAS INSTRS INC COM 882508104 729 9,991 SH   DFND 1 9,991 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 272 1,931 SH   DFND 1 1,931 0 0
THOMSON REUTERS CORP COM 884903105 263 5,996 SH   DFND 1 5,996 0 0
TIFFANY & CO NEW COM 886547108 2,499 32,274 SH   DFND 1 32,274 0 0
TIME WARNER INC COM NEW 887317303 12,549 130,000 SH   DFND 1 130,000 0 0
TJX COS INC NEW COM 872540109 304 4,045 SH   DFND 1 4,045 0 0
TRUSTMARK CORP COM 898402102 607 17,023 SH   DFND 1 17,023 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 4,206 150,000 SH   DFND 1 150,000 0 0
TWITTER INC COM 90184L102 760 46,638 SH   DFND 1 46,638 0 0
UMPQUA HLDGS CORP COM 904214103 366 19,513 SH   DFND 1 19,513 0 0
UNDER ARMOUR INC CL A 904311107 463 15,923 SH   DFND 1 15,923 0 0
UNION PAC CORP COM 907818108 3,580 34,531 SH   DFND 1 34,531 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,343 64,054 SH   DFND 1 64,054 0 0
UNITED RENTALS INC COM 911363109 5,237 49,600 SH   DFND 1 49,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 568 5,186 SH   DFND 1 5,186 0 0
US BANCORP DEL COM NEW 902973304 3,373 65,655 SH   DFND 1 65,655 0 0
V F CORP COM 918204108 717 13,442 SH   DFND 1 13,442 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 10,164 700,000 SH   DFND 1 700,000 0 0
VALSPAR CORP COM 920355104 2,590 25,000 SH   DFND 1 25,000 0 0
VANTIV INC CL A 92210H105 596 9,995 SH   DFND 1 9,995 0 0
VEEVA SYS INC CL A COM 922475108 341 8,386 SH   DFND 1 8,386 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,200 22,483 SH   DFND 1 22,483 0 0
VISA INC COM CL A 92826C839 474 6,078 SH   DFND 1 6,078 0 0
VWR CORP COM 91843L103 2,061 82,322 SH   DFND 1 82,322 0 0
WEBSTER FINL CORP CONN COM 947890109 602 11,095 SH   DFND 1 11,095 0 0
WENDYS CO COM 95058W100 347 25,663 SH   DFND 1 25,663 0 0
WERNER ENTERPRISES INC COM 950755108 14,670 544,337 SH   DFND 1 544,337 0 0
WESTERN ALLIANCE BANCORP COM 957638109 7,863 161,417 SH   DFND 1 161,417 0 0
WHIRLPOOL CORP COM 963320106 327 1,800 SH   DFND 1 1,800 0 0
WHITEWAVE FOODS CO COM 966244105 7,506 135,000 SH   DFND 1 135,000 0 0
WILLIAMS SONOMA INC COM 969904101 435 8,995 SH   DFND 1 8,995 0 0
WINTRUST FINL CORP COM 97650W108 4,398 60,607 SH   DFND 1 60,607 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 3,713 161,558 SH   DFND 1 161,558 0 0
XPO LOGISTICS INC COM 983793100 21,556 499,446 SH   DFND 1 499,446 0 0
YELP INC CL A 985817105 11,439 300,000 SH   DFND 1 300,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 16,271 1,225,249 SH   DFND 1 1,225,249 0 0
YUM BRANDS INC COM 988498101 1,583 25,000 SH   DFND 1 25,000 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 376 8,645 SH   DFND 1 8,645 0 0
ZYNGA INC CL A 98986T108 7,633 2,969,955 SH   DFND 1 2,969,955 0 0