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 INC COM 00507K103 9,599 66,659 SH   DFND   0 66,659 0
ADOBE SYS INC COM 00724F101 106,080 2,042,347 SH   DFND   0 2,042,347 0
AGILENT TECHNOLOGIES INC COM 00846U101 184,459 3,599,201 SH   DFND   0 3,599,201 0
AGIOS PHARMACEUTICALS INC COM 00847X104 5,783 206,829 SH   DFND   0 206,829 0
AMAZON COM INC COM 023135106 70,310 224,892 SH   DFND   0 224,892 0
AMERICAN TOWER CORP NEW COM 03027X100 87,430 1,179,417 SH   DFND   0 1,179,417 0
APPLE INC COM 037833100 51,451 107,920 SH   DFND   0 107,920 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 23,861 1,311,017 SH   DFND   0 1,311,017 0
BAIDU INC SPON ADR REP A 056752108 110,240 710,399 SH   DFND   0 710,399 0
BLUEBIRD BIO INC COM 09609G100 5,335 197,897 SH   DFND   0 197,897 0
BRUKER CORP COM 116794108 23,812 1,153,104 SH   DFND   0 1,153,104 0
CAMERON INTERNATIONAL CORP COM 13342B105 105,867 1,813,731 SH   DFND   0 1,813,731 0
CAREFUSION CORP COM 14170T101 9,111 246,921 SH   DFND   0 246,921 0
CBS CORP NEW CL B 124857202 128,832 2,335,612 SH   DFND   0 2,335,612 0
CIGNA CORPORATION COM 125509109 15,487 201,492 SH   DFND   0 201,492 0
CLOVIS ONCOLOGY INC COM 189464100 123,236 2,026,908 SH   DFND   0 2,026,908 0
COBALT INTL ENERGY INC COM 19075F106 16,823 676,703 SH   DFND   0 676,703 0
COOPER COS INC COM NEW 216648402 12,261 94,542 SH   DFND   0 94,542 0
CUMMINS INC COM 231021106 167,946 1,263,988 SH   DFND   0 1,263,988 0
DENDREON CORP NOTE 2.875% 1/1 24823QAC1 38,924 60,818,000 PRN   DFND   0 60,818,000 0
DOLLAR GEN CORP NEW COM 256677105 173,025 3,064,559 SH   DFND   0 3,064,559 0
EATON CORP PLC SHS G29183103 173,112 2,514,707 SH   DFND   0 2,514,707 0
EPIZYME INC COM 29428V104 11,245 281,136 SH   DFND   0 281,136 0
GENMARK DIAGNOSTICS INC COM 372309104 7,891 650,015 SH   DFND   0 650,015 0
GILEAD SCIENCES INC COM 375558103 322,583 5,130,951 SH   DFND   0 5,130,951 0
GULFPORT ENERGY CORP COM NEW 402635304 8,964 139,329 SH   DFND   0 139,329 0
HCA HOLDINGS INC COM 40412C101 114,118 2,669,424 SH   DFND   0 2,669,424 0
HEALTH NET INC COM 42222G108 32,898 1,037,779 SH   DFND   0 1,037,779 0
HUMANA INC COM 444859102 11,650 124,821 SH   DFND   0 124,821 0
JOHNSON CTLS INC COM 478366107 39,553 953,085 SH   DFND   0 953,085 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 35,007 767,892 SH   DFND   0 767,892 0
LINKEDIN CORP COM CL A 53578A108 12,473 50,690 SH   DFND   0 50,690 0
LOWES COS INC COM 548661107 67,520 1,418,185 SH   DFND   0 1,418,185 0
MCKESSON CORP COM 58155Q103 14,050 109,508 SH   DFND   0 109,508 0
MEDICINES CO COM 584688105 79,278 2,365,101 SH   DFND   0 2,365,101 0
MEDIVATION INC COM 58501N101 41,911 699,224 SH   DFND   0 699,224 0
MERCK & CO INC NEW COM 58933Y105 101 458,700 SH Call DFND   0 458,700 0
MERCK & CO INC NEW COM 58933Y105 18,537 389,358 SH   DFND   0 389,358 0
MGIC INVT CORP WIS COM 552848103 33,109 4,547,872 SH   DFND   0 4,547,872 0
MOLINA HEALTHCARE INC COM 60855R100 8,935 250,989 SH   DFND   0 250,989 0
MYLAN INC COM 628530107 8,927 233,887 SH   DFND   0 233,887 0
MYRIAD GENETICS INC COM 62855J104 87 194,000 SH Call DFND   0 194,000 0
MYRIAD GENETICS INC COM 62855J104 3,463 147,376 SH   DFND   0 147,376 0
NETFLIX INC COM 64110L106 33,119 107,110 SH   DFND   0 107,110 0
OREXIGEN THERAPEUTICS INC COM 686164104 21,966 3,583,342 SH   DFND   0 3,583,342 0
PFIZER INC COM 717081103 99,171 3,452,432 SH   DFND   0 3,452,432 0
PHH CORP NOTE 4.000% 9/0 693320AN3 15,512 14,207,000 PRN   DFND   0 14,207,000 0
POLYPORE INTL INC COM 73179V103 42,319 1,032,923 SH   DFND   0 1,032,923 0
PRECISION CASTPARTS CORP COM 740189105 52,735 232,067 SH   DFND   0 232,067 0
REGENERON PHARMACEUTICALS COM 75886F107 76,003 242,922 SH   DFND   0 242,922 0
REPROS THERAPEUTICS INC COM NEW 76028H209 127 168,800 SH Call DFND   0 168,800 0
REPROS THERAPEUTICS INC COM NEW 76028H209 20,148 751,791 SH   DFND   0 751,791 0
RITE AID CORP COM 767754104 8,972 1,884,889 SH   DFND   0 1,884,889 0
SALESFORCE COM INC COM 79466L302 90,000 1,733,775 SH   DFND   0 1,733,775 0
SCHWAB CHARLES CORP NEW COM 808513105 44,930 2,125,377 SH   DFND   0 2,125,377 0
SINA CORP ORD G81477104 32,697 402,822 SH   DFND   0 402,822 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 4,732 70,697 SH   DFND   0 70,697 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 210,921 3,174,135 SH   DFND   0 3,174,135 0
TENET HEALTHCARE CORP COM NEW 88033G407 18,977 460,727 SH   DFND   0 460,727 0
TERADATA CORP DEL COM 88076W103 37,374 674,137 SH   DFND   0 674,137 0
TEREX CORP NEW COM 880779103 42,484 1,264,391 SH   DFND   0 1,264,391 0
THERMO FISHER SCIENTIFIC INC COM 883556102 220,169 2,389,246 SH   DFND   0 2,389,246 0
TIBCO SOFTWARE INC COM 88632Q103 57,980 2,265,712 SH   DFND   0 2,265,712 0
TIME WARNER INC COM NEW 887317303 137,335 2,086,848 SH   DFND   0 2,086,848 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 6,501 62,308 SH   DFND   0 62,308 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 40,052 705,149 SH   DFND   0 705,149 0
VOLCANO CORPORATION COM 928645100 14,018 585,302 SH   DFND   0 585,302 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 104,075 4,538,824 SH   DFND   0 4,538,824 0
WATERS CORP COM 941848103 187 77,800 SH Call DFND   0 77,800 0
WATERS CORP COM 941848103 283 251,800 SH Call DFND   0 251,800 0
WATERS CORP COM 941848103 4,573 43,054 SH   DFND   0 43,054 0
WYNDHAM WORLDWIDE CORP COM 98310W108 176,036 2,887,248 SH   DFND   0 2,887,248 0
YELP INC CL A 985817105 23,057 348,393 SH   DFND   0 348,393 0