The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 8,641 | 93,810 | SH | DFND | 0 | 93,810 | 0 | ||
| AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 7,022 | 174,068 | SH | DFND | 0 | 174,068 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 15351109 | 2,222 | 24,117 | SH | DFND | 0 | 24,117 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 16255101 | 33,767 | 1,007,673 | SH | DFND | 0 | 1,007,673 | 0 | ||
| AMAZON COM INC | COM | 23135106 | 39,539 | 148,369 | SH | DFND | 0 | 148,369 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 32,020 | 506,489 | SH | DFND | 0 | 506,489 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 12,711 | 49,484 | SH | DFND | 0 | 49,484 | 0 | ||
| BORGWARNER INC | COM | 99724106 | 105,760 | 1,367,462 | SH | DFND | 0 | 1,367,462 | 0 | ||
| BRUKER CORP | COM | 116794108 | 2,510 | 131,406 | SH | DFND | 0 | 131,406 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 179,645 | 7,114,650 | SH | DFND | 0 | 7,114,650 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 56,312 | 3,183,241 | SH | DFND | 0 | 3,183,241 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 237,699 | 3,294,510 | SH | DFND | 0 | 3,294,510 | 0 | ||
| CLOVIS ONCOLOGY INC | COM | 189464100 | 13,491 | 470,562 | SH | DFND | 0 | 470,562 | 0 | ||
| CUMMINS INC | COM | 231021106 | 170,856 | 1,475,317 | SH | DFND | 0 | 1,475,317 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 93,833 | 1,855,137 | SH | DFND | 0 | 1,855,137 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 188,814 | 3,082,673 | SH | DFND | 0 | 3,082,673 | 0 | ||
| EBAY INC | COM | 278642103 | 100,666 | 1,856,628 | SH | DFND | 0 | 1,856,628 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 32,390 | 539,701 | SH | DFND | 0 | 539,701 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 4,348 | 75,455 | SH | DFND | 0 | 75,455 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 226,154 | 4,621,054 | SH | DFND | 0 | 4,621,054 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 89,443 | 112,622 | SH | DFND | 0 | 112,622 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 4,705 | 115,813 | SH | DFND | 0 | 115,813 | 0 | ||
| HEALTH NET INC | COM | 42222G108 | 78,144 | 2,730,383 | SH | DFND | 0 | 2,730,383 | 0 | ||
| HEARTWARE INTL INC | COM | 422368100 | 5,096 | 57,645 | SH | DFND | 0 | 57,645 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 37,538 | 1,686,354 | SH | DFND | 0 | 1,686,354 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 81,568 | 4,663,688 | SH | DFND | 0 | 4,663,688 | 0 | ||
| JACOBS ENGR GROUP INC DEL | COM | 469814107 | 41,450 | 737,012 | SH | DFND | 0 | 737,012 | 0 | ||
| KYTHERA BIOPHARMACEUTICALS I | COM | 501570105 | 14,209 | 598,851 | SH | DFND | 0 | 598,851 | 0 | ||
| LIBERTY GLOBAL INC | COM SER A | 530555101 | 48,301 | 658,237 | SH | DFND | 0 | 658,237 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 43,066 | 244,608 | SH | DFND | 0 | 244,608 | 0 | ||
| MEDIVATION INC | COM | 58501N101 | 98,737 | 2,111,561 | SH | DFND | 0 | 2,111,561 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 4,620 | 149,673 | SH | DFND | 0 | 149,673 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 82 | 172,200 | SH | Put | DFND | 0 | 172,200 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 8,722 | 343,268 | SH | DFND | 0 | 343,268 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 24,253 | 128,135 | SH | DFND | 0 | 128,135 | 0 | ||
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 26,005 | 331,818 | SH | DFND | 0 | 331,818 | 0 | ||
| OREXIGEN THERAPEUTICS INC | COM | 686164104 | 14,273 | 2,280,053 | SH | DFND | 0 | 2,280,053 | 0 | ||
| PATTERSON COMPANIES INC | COM | 703395103 | 3,246 | 85,327 | SH | DFND | 0 | 85,327 | 0 | ||
| PERKINELMER INC | COM | 714046109 | 6,129 | 182,208 | SH | DFND | 0 | 182,208 | 0 | ||
| PFIZER INC | COM | 717081103 | 191,018 | 6,618,773 | SH | DFND | 0 | 6,618,773 | 0 | ||
| PHH CORP | NOTE 4.000% 9/0 | 693320AN3 | 12,534 | 11,349,000 | PRN | DFND | 0 | 11,349,000 | 0 | ||
| POLYPORE INTL INC | COM | 73179V103 | 36,164 | 900,043 | SH | DFND | 0 | 900,043 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 51,225 | 2,530,896 | SH | DFND | 0 | 2,530,896 | 0 | ||
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 7,041 | 210,883 | SH | DFND | 0 | 210,883 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 7,743 | 43,892 | SH | DFND | 0 | 43,892 | 0 | ||
| REPROS THERAPEUTICS INC | COM NEW | 76028H209 | 9,868 | 612,906 | SH | DFND | 0 | 612,906 | 0 | ||
| RESEARCH IN MOTION LTD | COM | 760975102 | 13,864 | 959,756 | SH | DFND | 0 | 959,756 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 99,206 | 1,148,886 | SH | DFND | 0 | 1,148,886 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 19,672 | 110,004 | SH | DFND | 0 | 110,004 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 15,182 | 419,381 | SH | DFND | 0 | 419,381 | 0 | ||
| SIRONA DENTAL SYSTEMS INC | COM | 82966C103 | 60,925 | 826,324 | SH | DFND | 0 | 826,324 | 0 | ||
| SPLUNK INC | COM | 848637104 | 53,120 | 1,326,994 | SH | DFND | 0 | 1,326,994 | 0 | ||
| TESARO INC | COM | 881569107 | 4,314 | 196,454 | SH | DFND | 0 | 196,454 | 0 | ||
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 4,399 | 528,073 | SH | DFND | 0 | 528,073 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 15,435 | 241,655 | SH | DFND | 0 | 241,655 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 8,487 | 113,134 | SH | DFND | 0 | 113,134 | 0 | ||
| VOLCANO CORPORATION | COM | 928645100 | 3,915 | 175,861 | SH | DFND | 0 | 175,861 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 166,921 | 2,588,722 | SH | DFND | 0 | 2,588,722 | 0 | ||
| YAHOO INC | COM | 984332106 | 62,999 | 2,677,506 | SH | DFND | 0 | 2,677,506 | 0 | ||