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
ACTAVIS PLC SHS G0083B108 199,254 1,186,035 SH   DFND   0 1,186,035 0
ADOBE SYS INC COM 00724F101 110,722 1,849,097 SH   DFND   0 1,849,097 0
AGILENT TECHNOLOGIES INC COM 00846U101 235,817 4,123,398 SH   DFND   0 4,123,398 0
ALLERGAN INC COM 018490102 50,092 450,950 SH   DFND   0 450,950 0
AMAZON COM INC COM 023135106 206,030 516,639 SH   DFND   0 516,639 0
AMERICAN TOWER CORP NEW COM 03027X100 118,537 1,485,052 SH   DFND   0 1,485,052 0
ANACOR PHARMACEUTICALS INC COM 032420101 17,703 1,055,014 SH   DFND   0 1,055,014 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 40,292 1,943,672 SH   DFND   0 1,943,672 0
BAIDU INC SPON ADR REP A 056752108 60,905 342,395 SH   DFND   0 342,395 0
BLUEBIRD BIO INC COM 09609G100 6,175 294,326 SH   DFND   0 294,326 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,884 2,045,500 SH Call DFND   0 2,045,500 0
BRISTOL MYERS SQUIBB CO COM 110122108 400,326 7,532,007 SH   DFND   0 7,532,007 0
BRUKER CORP COM 116794108 19,537 988,190 SH   DFND   0 988,190 0
CABOT OIL & GAS CORP COM 127097103 67,737 1,747,597 SH   DFND   0 1,747,597 0
CBS CORP NEW CL B 124857202 41,493 650,968 SH   DFND   0 650,968 0
CLOVIS ONCOLOGY INC COM 189464100 155,708 2,583,508 SH   DFND   0 2,583,508 0
CME GROUP INC COM 12572Q105 71,026 905,252 SH   DFND   0 905,252 0
COOPER COS INC COM NEW 216648402 23,672 191,153 SH   DFND   0 191,153 0
CROWN CASTLE INTL CORP COM 228227104 103,674 1,411,872 SH   DFND   0 1,411,872 0
CUMMINS INC COM 231021106 73,659 522,514 SH   DFND   0 522,514 0
DENDREON CORP NOTE 2.875% 1/1 24823QAC1 43,279 66,969,000 PRN   DFND   0 66,969,000 0
DENDREON CORP COM 24823Q107 6,003 2,007,813 SH   DFND   0 2,007,813 0
DOLLAR GEN CORP NEW COM 256677105 78,624 1,303,447 SH   DFND   0 1,303,447 0
EATON CORP PLC SHS G29183103 123,363 1,620,644 SH   DFND   0 1,620,644 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 79,534 1,178,973 SH   DFND   0 1,178,973 0
FACEBOOK INC CL A 30303M102 111,338 2,037,334 SH   DFND   0 2,037,334 0
GILEAD SCIENCES INC COM 375558103 271,424 3,614,168 SH   DFND   0 3,614,168 0
GOOGLE INC CL A 38259P508 262,794 234,489 SH   DFND   0 234,489 0
HCA HOLDINGS INC COM 40412C101 170,707 3,578,005 SH   DFND   0 3,578,005 0
HEALTH NET INC COM 42222G108 73,517 2,477,835 SH   DFND   0 2,477,835 0
HUMANA INC COM 444859102 13,669 132,430 SH   DFND   0 132,430 0
ILLUMINA INC COM 452327109 10,404 94,079 SH   DFND   0 94,079 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 19,785 889,520 SH   DFND   0 757,967 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 31,069 831,840 SH   DFND   0 831,840 0
MACROGENICS INC COM 556099109 2,327 84,846 SH   DFND   0 84,846 0
MARATHON PETE CORP COM 56585A102 54,990 599,472 SH   DFND   0 599,472 0
MCGRAW HILL FINL INC COM 580645109 52,118 666,475 SH   DFND   0 666,475 0
MCKESSON CORP COM 58155Q103 18,903 117,117 SH   DFND   0 117,117 0
MEDICINES CO COM 584688105 81,724 2,116,102 SH   DFND   0 2,116,102 0
MEDIVATION INC COM 58501N101 173,581 2,719,859 SH   DFND   0 2,719,859 0
MYRIAD GENETICS INC COM 62855J104 8,520 406,103 SH   DFND   0 406,103 0
NETFLIX INC COM 64110L106 39,903 108,381 SH   DFND   0 108,381 0
OMNICARE INC COM 681904108 7,450 123,428 SH   DFND   0 123,428 0
OREXIGEN THERAPEUTICS INC NOTE 2.750%12/0 686164AA2 12,406 12,635,000 PRN   DFND   0 12,635,000 0
OREXIGEN THERAPEUTICS INC COM 686164104 28,415 5,047,119 SH   DFND   0 5,047,119 0
PFIZER INC COM 717081103 25,579 835,093 SH   DFND   0 835,093 0
PRECISION CASTPARTS CORP COM 740189105 158,286 587,767 SH   DFND   0 587,767 0
REGENERON PHARMACEUTICALS COM 75886F107 13,424 48,771 SH   DFND   0 48,771 0
RELYPSA INC COM 759531106 8,038 321,527 SH   DFND   0 321,527 0
REPROS THERAPEUTICS INC COM NEW 76028H209 28,184 1,540,091 SH   DFND   0 1,540,091 0
SALESFORCE COM INC COM 79466L302 97,388 1,764,597 SH   DFND   0 1,764,597 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 248,494 3,127,673 SH   DFND   0 3,127,673 0
SURGICAL CARE AFFILIATES INC COM 86881L106 7,538 216,360 SH   DFND   0 216,360 0
TENET HEALTHCARE CORP COM NEW 88033G407 39,396 935,335 SH   DFND   0 935,335 0
TESORO CORP COM 881609101 117,305 2,005,206 SH   DFND   0 2,005,206 0
THERMO FISHER SCIENTIFIC INC COM 883556102 71,312 640,428 SH   DFND   0 640,428 0
TIME WARNER INC COM NEW 887317303 80,541 1,155,208 SH   DFND   0 1,155,208 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 7,296 62,148 SH   DFND   0 62,148 0
VALERO ENERGY CORP NEW COM 91913Y100 119,998 2,380,911 SH   DFND   0 2,380,911 0
WORKDAY INC CL A 98138H101 35,325 424,785 SH   DFND   0 424,785 0
WYNDHAM WORLDWIDE CORP COM 98310W108 135,503 1,838,830 SH   DFND   0 1,838,830 0