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
AES CORP COM 00130H105 118,015 12,054,672 SH   DFND 1 8,366,243 0 3,688,429
ABBVIE INC COM 00287Y109 70,161 1,289,492 SH   DFND 1 898,793 0 390,699
ADURO BIOTECH INC COM 00739L101 26 1,340 SH   DFND 1 1,340 0 0
ALBEMARLE CORP COM 012653101 66,251 1,502,284 SH   DFND 1 1,032,994 0 469,290
ALEXION PHARMACEUTICALS INC COM 015351109 60,409 386,274 SH   DFND 1 272,791 0 113,483
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,102 52,600 SH   DFND 1 52,600 0 0
ALLEGIANT TRAVEL CO COM 01748X102 8,535 39,470 SH   DFND 1 35,440 0 4,030
AMARIN CORP PLC SPONS ADR NEW 023111206 3,724 1,929,727 SH   DFND 1 1,733,517 0 196,210
AMAZON COM INC COM 023135106 182,864 357,233 SH   DFND 1 249,513 0 107,720
AMERICAN EXPRESS CO COM 025816109 55,047 742,577 SH   DFND 1 516,217 0 226,360
AMERICAN HOMES 4 RENT CL A 02665T306 105,900 6,585,824 SH   DFND 1 4,728,234 0 1,857,590
AMERICAN INTL GROUP INC COM NEW 026874784 126,344 2,223,578 SH   DFND 1 1,547,718 0 675,860
AMGEN INC COM 031162100 102,966 744,402 SH   DFND 1 515,382 0 229,020
APACHE CORP COM 037411105 87,264 2,228,398 SH   DFND 1 1,546,308 0 682,090
APIGEE CORP COM 03765N108 722 68,400 SH   DFND 1 68,400 0 0
APPLE INC COM 037833100 4,821 43,705 SH   DFND 1 43,705 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 5,576 1,050,082 SH   DFND 1 942,832 0 107,250
ATHENAHEALTH INC COM 04685W103 2,140 16,050 SH   DFND 1 16,050 0 0
BALCHEM CORP COM 057665200 10,964 180,420 SH   DFND 1 161,980 0 18,440
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,614 192,886 SH   DFND 1 192,886 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,442 13,690 SH   DFND 1 13,690 0 0
BOEING CO COM 097023105 73,128 558,444 SH   DFND 1 389,534 0 168,910
BOSTON BEER INC CL A 100557107 105 500 SH   DFND 1 500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 160 2,700 SH   DFND 1 2,700 0 0
BROOKDALE SR LIVING INC COM 112463104 5,381 234,351 SH   DFND 1 210,381 0 23,970
BROWN FORMAN CORP CL B 115637209 4,043 41,720 SH   DFND 1 41,720 0 0
CSG SYS INTL INC COM 126349109 12,671 411,380 SH   DFND 1 369,360 0 42,020
CABOT OIL & GAS CORP COM 127097103 1,053 48,170 SH   DFND 1 48,170 0 0
CALIFORNIA RES CORP COM 13057Q107 22 8,420 SH   DFND 1 8,420 0 0
CALPINE CORP COM NEW 131347304 141,122 9,665,890 SH   DFND 1 6,705,235 0 2,960,655
CARMIKE CINEMAS INC COM 143436400 4,262 212,154 SH   DFND 1 190,464 0 21,690
CELGENE CORP COM 151020104 2,341 21,640 SH   DFND 1 21,640 0 0
CHUYS HLDGS INC COM 171604101 8,008 281,974 SH   DFND 1 253,164 0 28,810
CIRCOR INTL INC COM 17273K109 4,978 124,090 SH   DFND 1 111,410 0 12,680
CISCO SYS INC COM 17275R102 139,630 5,319,252 SH   DFND 1 3,729,092 0 1,590,160
CITIGROUP INC COM NEW 172967424 165,247 3,330,913 SH   DFND 1 2,323,194 0 1,007,719
COLGATE PALMOLIVE CO COM 194162103 75,058 1,182,765 SH   DFND 1 832,035 0 350,730
CONSOL ENERGY INC COM 20854P109 43,773 4,466,670 SH   DFND 1 3,099,700 0 1,366,970
CONTINENTAL BLDG PRODS INC COM 211171103 6,039 294,030 SH   DFND 1 263,990 0 30,040
COPART INC COM 217204106 9,833 298,889 SH   DFND 1 268,349 0 30,540
CRITEO S A SPONS ADS 226718104 5,945 158,363 SH   DFND 1 142,163 0 16,200
CVENT INC COM 23247G109 1,478 43,910 SH   DFND 1 43,910 0 0
CYBERONICS INC COM 23251P102 11,303 185,964 SH   DFND 1 166,954 0 19,010
DHI GROUP INC COM 23331S100 6,015 822,850 SH   DFND 1 738,730 0 84,120
DEVON ENERGY CORP NEW COM 25179M103 62,486 1,684,723 SH   DFND 1 1,159,689 0 525,034
DIAGEO P L C SPON ADR NEW 25243Q205 2,765 25,650 SH   DFND 1 25,650 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,002 61,950 SH   DFND 1 55,610 0 6,340
DOMINION DIAMOND CORP COM 257287102 1,247 116,800 SH   DFND 1 116,800 0 0
DYNEGY INC NEW DEL COM 26817R108 7,602 367,760 SH   DFND 1 330,190 0 37,570
E M C CORP MASS COM 268648102 120,325 4,980,338 SH   DFND 1 3,472,648 0 1,507,690
EOG RES INC COM 26875P101 1,833 25,180 SH   DFND 1 25,180 0 0
EBAY INC COM 278642103 45,258 1,851,810 SH   DFND 1 1,288,669 0 563,141
ENCANA CORP COM 292505104 799 124,000 SH   DFND 1 124,000 0 0
ENDOLOGIX INC COM 29266S106 7,319 596,980 SH   DFND 1 535,900 0 61,080
EPLUS INC COM 294268107 6,957 87,990 SH   DFND 1 79,000 0 8,990
EVERTEC INC COM 30040P103 11,720 648,580 SH   DFND 1 582,320 0 66,260
EXACT SCIENCES CORP COM 30063P105 8,098 450,150 SH   DFND 1 404,170 0 45,980
EXPEDIA INC DEL COM NEW 30212P303 65,273 554,669 SH   DFND 1 385,219 0 169,450
EXPRESS SCRIPTS HLDG CO COM 30219G108 103,859 1,282,846 SH   DFND 1 891,736 0 391,110
FIREEYE INC COM 31816Q101 1,948 61,210 SH   DFND 1 61,210 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 11,934 428,661 SH   DFND 1 384,871 0 43,790
FOGO DE CHAO INC COM 344177100 4,929 315,948 SH   DFND 1 283,678 0 32,270
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,653 18,520 SH   DFND 1 18,520 0 0
GATX CORP COM 361448103 7,933 179,678 SH   DFND 1 161,318 0 18,360
GENTEX CORP COM 371901109 12,239 789,600 SH   DFND 1 708,930 0 80,670
GENWORTH FINL INC COM CL A 37247D106 43,081 9,324,850 SH   DFND 1 6,488,880 0 2,835,970
GOOGLE INC CL A 38259P508 172 270 SH   DFND 1 270 0 0
GOOGLE INC CL C 38259P706 164 270 SH   DFND 1 270 0 0
HAEMONETICS CORP COM 405024100 4,629 143,210 SH   DFND 1 128,570 0 14,640
HANCOCK HLDG CO COM 410120109 8,022 296,560 SH   DFND 1 266,250 0 30,310
HARTFORD FINL SVCS GROUP INC COM 416515104 83,686 1,828,010 SH   DFND 1 1,287,739 0 540,271
HEICO CORP NEW COM 422806109 8,822 180,491 SH   DFND 1 162,051 0 18,440
ICF INTL INC COM 44925C103 6,171 203,053 SH   DFND 1 182,313 0 20,740
IMPERVA INC COM 45321L100 2,383 36,400 SH   DFND 1 36,400 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 500 75,493 SH   DFND 1 75,493 0 0
JPMORGAN CHASE & CO COM 46625H100 145,566 2,387,506 SH   DFND 1 1,667,576 0 719,930
KKR & CO L P DEL COM UNITS 48248M102 50,019 2,980,870 SH   DFND 1 2,015,360 0 965,510
KATE SPADE & CO COM 485865109 153 8,000 SH   DFND 1 8,000 0 0
KEURIG GREEN MTN INC COM 49271M100 82,332 1,579,047 SH   DFND 1 1,095,827 0 483,220
KNOWLES CORP COM 49926D109 9,355 507,580 SH   DFND 1 455,720 0 51,860
KOPPERS HOLDINGS INC COM 50060P106 3,861 191,400 SH   DFND 1 171,810 0 19,590
LANDSTAR SYS INC COM 515098101 10,232 161,212 SH   DFND 1 144,731 0 16,481
LAS VEGAS SANDS CORP COM 517834107 1,330 35,040 SH   DFND 1 35,040 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 8,121 266,430 SH   DFND 1 239,210 0 27,220
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 5,215 60,890 SH   DFND 1 54,670 0 6,220
LOWES COS INC COM 548661107 95,041 1,379,006 SH   DFND 1 965,416 0 413,590
MAIN STREET CAPITAL CORP COM 56035L104 8,889 333,417 SH   DFND 1 299,347 0 34,070
MANHATTAN ASSOCS INC COM 562750109 9,136 146,648 SH   DFND 1 131,670 0 14,978
MARKETAXESS HLDGS INC COM 57060D108 10,479 112,820 SH   DFND 1 101,300 0 11,520
MARTIN MARIETTA MATLS INC COM 573284106 2,329 15,330 SH   DFND 1 15,330 0 0
MATSON INC COM 57686G105 5,427 141,010 SH   DFND 1 126,610 0 14,400
MCDONALDS CORP COM 580135101 92,432 938,106 SH   DFND 1 650,441 0 287,665
MELCO CROWN ENTMT LTD ADR 585464100 1,021 74,170 SH   DFND 1 74,170 0 0
MERCK & CO INC NEW COM 58933Y105 127,307 2,577,577 SH   DFND 1 1,801,837 0 775,740
METHODE ELECTRS INC COM 591520200 9,897 310,240 SH   DFND 1 278,550 0 31,690
MICROSOFT CORP COM 594918104 197,478 4,461,770 SH   DFND 1 3,097,220 0 1,364,550
MODINE MFG CO COM 607828100 3,814 484,660 SH   DFND 1 435,110 0 49,550
MONRO MUFFLER BRAKE INC COM 610236101 11,430 169,210 SH   DFND 1 151,920 0 17,290
MONSANTO CO NEW COM 61166W101 114 1,330 SH   DFND 1 1,330 0 0
MURPHY USA INC COM 626755102 9,916 180,460 SH   DFND 1 162,020 0 18,440
NASDAQ INC COM 631103108 144 2,700 SH   DFND 1 2,700 0 0
NEKTAR THERAPEUTICS COM 640268108 729 66,500 SH   DFND 1 66,500 0 0
NEUSTAR INC CL A 64126X201 5,243 192,685 SH   DFND 1 172,985 0 19,700
NIKE INC CL B 654106103 198 1,610 SH   DFND 1 1,610 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,147 32,450 SH   DFND 1 32,450 0 0
ON DECK CAP INC COM 682163100 667 67,400 SH   DFND 1 67,400 0 0
ORACLE CORP COM 68389X105 107,714 2,982,111 SH   DFND 1 2,065,437 0 916,674
PNM RES INC COM 69349H107 6,961 248,150 SH   DFND 1 222,800 0 25,350
PRA GROUP INC COM 69354N106 9,551 180,477 SH   DFND 1 162,040 0 18,437
PACCAR INC COM 693718108 58,339 1,118,251 SH   DFND 1 771,036 0 347,215
PLANET FITNESS INC CL A 72703H101 5,800 338,410 SH   DFND 1 303,840 0 34,570
POOL CORPORATION COM 73278L105 8,970 124,063 SH   DFND 1 111,390 0 12,673
PORTLAND GEN ELEC CO COM NEW 736508847 11,677 315,860 SH   DFND 1 283,590 0 32,270
POTBELLY CORP COM 73754Y100 7,451 676,770 SH   DFND 1 607,630 0 69,140
POTLATCH CORP NEW COM 737630103 7,307 253,800 SH   DFND 1 227,870 0 25,930
POWER INTEGRATIONS INC COM 739276103 5,709 135,390 SH   DFND 1 121,560 0 13,830
PRESS GANEY HLDGS INC COM 74113L102 8,346 282,040 SH   DFND 1 253,230 0 28,810
PROASSURANCE CORP COM 74267C106 11,358 231,464 SH   DFND 1 207,794 0 23,670
PRIVATEBANCORP INC COM 742962103 129 3,377 SH   DFND 1 3,377 0 0
PROS HOLDINGS INC COM 74346Y103 4,037 182,350 SH   DFND 1 182,350 0 0
PULTE GROUP INC COM 745867101 123,969 6,569,623 SH   DFND 1 4,529,608 0 2,040,015
QLIK TECHNOLOGIES INC COM 74733T105 131 3,600 SH   DFND 1 3,600 0 0
Q2 HLDGS INC COM 74736L109 9,759 394,800 SH   DFND 1 354,470 0 40,330
RACKSPACE HOSTING INC COM 750086100 1,699 68,830 SH   DFND 1 68,830 0 0
RALPH LAUREN CORP CL A 751212101 78,887 667,626 SH   DFND 1 468,876 0 198,750
REALOGY HLDGS CORP COM 75605Y106 41,907 1,113,650 SH   DFND 1 772,630 0 341,020
RED HAT INC COM 756577102 3,394 47,220 SH   DFND 1 47,220 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 8,116 107,150 SH   DFND 1 96,200 0 10,950
ROCKWELL AUTOMATION INC COM 773903109 75,545 744,510 SH   DFND 1 516,620 0 227,890
ROUSE PPTYS INC COM 779287101 5,976 383,560 SH   DFND 1 344,380 0 39,180
RUSH ENTERPRISES INC CL A 781846209 8,190 338,424 SH   DFND 1 303,854 0 34,570
SALESFORCE COM INC COM 79466L302 3,388 48,800 SH   DFND 1 48,800 0 0
SANCHEZ ENERGY CORP COM 79970Y105 2,776 451,400 SH   DFND 1 405,310 0 46,090
SCHLUMBERGER LTD COM 806857108 1,582 22,940 SH   DFND 1 22,940 0 0
SEMTECH CORP COM 816850101 5,441 360,350 SH   DFND 1 323,530 0 36,820
SERVICE CORP INTL COM 817565104 14,671 541,357 SH   DFND 1 486,047 0 55,310
SERVICENOW INC COM 81762P102 2,375 34,200 SH   DFND 1 34,200 0 0
SPIRIT AIRLS INC COM 848577102 79 1,670 SH   DFND 1 1,670 0 0
SPRINGLEAF HLDGS INC COM 85172J101 14,794 338,392 SH   DFND 1 303,822 0 34,570
STARBUCKS CORP COM 855244109 3,639 64,020 SH   DFND 1 64,020 0 0
STEEL DYNAMICS INC COM 858119100 82,087 4,778,034 SH   DFND 1 3,401,158 0 1,376,876
SUMMIT HOTEL PPTYS COM 866082100 6,581 563,940 SH   DFND 1 506,320 0 57,620
SUNCOR ENERGY INC NEW COM 867224107 1,357 50,800 SH   DFND 1 50,800 0 0
SURGICAL CARE AFFILIATES INC COM 86881L106 10,031 306,850 SH   DFND 1 275,510 0 31,340
TALMER BANCORP INC COM 87482X101 10,326 620,160 SH   DFND 1 556,780 0 63,380
TAYLOR MORRISON HOME CORP CL A 87724P106 7,179 384,710 SH   DFND 1 345,380 0 39,330
TESLA MTRS INC COM 88160R101 1,515 6,100 SH   DFND 1 6,100 0 0
TREEHOUSE FOODS INC COM 89469A104 14,040 180,482 SH   DFND 1 162,042 0 18,440
TRIANGLE CAP CORP COM 895848109 5,374 326,119 SH   DFND 1 292,799 0 33,320
TWITTER INC COM 90184L102 1,140 42,300 SH   DFND 1 42,300 0 0
2U INC COM 90214J101 8,910 248,180 SH   DFND 1 222,830 0 25,350
TYLER TECHNOLOGIES INC COM 902252105 11,790 78,960 SH   DFND 1 70,890 0 8,070
U S SILICA HLDGS INC COM 90346E103 5,011 355,626 SH   DFND 1 319,306 0 36,320
UNITED CONTL HLDGS INC COM 910047109 96,020 1,809,984 SH   DFND 1 1,282,274 0 527,710
UNITED RENTALS INC COM 911363109 23,755 395,590 SH   DFND 1 265,460 0 130,130
UNITEDHEALTH GROUP INC COM 91324P102 95,481 823,037 SH   DFND 1 577,150 0 245,887
VEEVA SYS INC CL A COM 922475108 611 26,080 SH   DFND 1 26,080 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,515 14,550 SH   DFND 1 14,550 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,572 93,600 SH   DFND 1 93,600 0 0
VIRGIN AMER INC COM VTG 92765X208 1,421 41,500 SH   DFND 1 41,500 0 0
WASHINGTON FED INC COM 938824109 10,201 448,380 SH   DFND 1 402,550 0 45,830
WEBMD HEALTH CORP COM 94770V102 9,211 231,210 SH   DFND 1 207,590 0 23,620
WELLS FARGO & CO NEW COM 949746101 133,189 2,593,754 SH   DFND 1 1,808,254 0 785,500
WOODWARD INC COM 980745103 8,470 208,119 SH   DFND 1 186,854 0 21,265
YAHOO INC COM 984332106 96,929 3,352,793 SH   DFND 1 2,331,813 0 1,020,980
ASSURED GUARANTY LTD COM G0585R106 8,461 338,445 SH   DFND 1 303,875 0 34,570
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 118 1,200 SH   DFND 1 1,200 0 0
CREDICORP LTD COM G2519Y108 776 7,300 SH   DFND 1 7,300 0 0
FLEETMATICS GROUP PLC COM G35569105 1,448 29,500 SH   DFND 1 29,500 0 0
MEDTRONIC PLC SHS G5960L103 105,351 1,573,814 SH   DFND 1 1,092,204 0 481,610
QUOTIENT LTD SHS G73268107 11,872 913,219 SH   DFND 1 820,219 0 93,000
AVG TECHNOLOGIES N V SHS N07831105 9,567 439,851 SH   DFND 1 394,911 0 44,940
FRANKS INTL N V COM N33462107 8,646 563,990 SH   DFND 1 506,370 0 57,620
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 1,583 34,800 SH   DFND 1 34,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 71,185 853,949 SH   DFND 1 585,420 0 268,529
NXP SEMICONDUCTORS N V COM N6596X109 83,058 953,917 SH   DFND 1 672,578 0 281,339
PROQR THRAPEUTICS N V SHS EURO N71542109 264 18,100 SH   DFND 1 18,100 0 0