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
ACADIA PHARMACEUTICALS INC COM 4225108 8,143 249,855 SH   DFND   0 249,855 0
ACCURAY INC COM 4397105 26,949 2,897,710 SH   DFND   0 2,897,710 0
ACORDA THERAPEUTICS INC COM 00484M106 15,485 465,298 SH   DFND   0 465,298 0
ACTAVIS PLC SHS G0083B108 38,023 127,756 SH   DFND   0 127,756 0
AERCAP HOLDINGS NV SHS N00985106 90,250 2,067,573 SH   DFND   0 2,067,573 0
AERIE PHARMACEUTICALS INC COM 00771V108 7,379 235,445 SH   DFND   0 235,445 0
AGILENT TECHNOLOGIES INC COM 00846U101 12,390 298,200 SH   DFND   0 298,200 0
ALDER BIOPHARMACEUTICALS INC COM 14339105 18,195 630,466 SH   DFND   0 630,466 0
AMAZON COM INC COM 23135106 7,255 19,497 SH   DFND   0 19,497 0
AMERICAN TOWER CORP NEW COM 03027X100 45,261 480,730 SH   DFND   0 480,730 0
ANACOR PHARMACEUTICALS INC COM 32420101 20,034 346,314 SH   DFND   0 346,314 0
APPLE INC COM 37833100 53,587 430,662 SH   DFND   0 430,662 0
ARAMARK COM 03852U106 23,866 754,541 SH   DFND   0 754,541 0
ATHENAHEALTH INC COM 04685W103 12,741 106,714 SH   DFND   0 106,714 0
BLACKROCK INC COM 09247X101 60,668 165,831 SH   DFND   0 165,831 0
BLUEBIRD BIO INC COM 09609G100 24,123 199,745 SH   DFND   0 199,745 0
BRISTOL MYERS SQUIBB CO COM 110122108 51,300 795,346 SH   DFND   0 795,346 0
BROADCOM CORP CL A 111320107 97,530 2,252,695 SH   DFND   0 2,252,695 0
BRUKER CORP COM 116794108 11,864 642,313 SH   DFND   0 642,313 0
CARNIVAL CORP PAIRED CTF 143658300 15,398 321,865 SH   DFND   0 321,865 0
CELLADON CORP COM 15117E107 3,157 166,681 SH   DFND   0 166,681 0
CF INDS HLDGS INC COM 125269100 50,893 179,404 SH   DFND   0 179,404 0
SCHWAB CHARLES CORP NEW COM 808513105 30,573 1,004,371 SH   DFND   0 1,004,371 0
CLOVIS ONCOLOGY INC COM 189464100 168,261 2,266,756 SH   DFND   0 2,266,756 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3 50 SH   DFND   0 50 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,572 502,043 SH   DFND   0 502,043 0
DOLLAR GEN CORP NEW COM 256677105 47,493 630,049 SH   DFND   0 630,049 0
EAGLE MATERIALS INC COM 26969P108 38,539 461,215 SH   DFND   0 461,215 0
EDWARDS LIFESCIENCES CORP COM 28176E108 86,027 603,871 SH   DFND   0 603,871 0
EQUIFAX INC COM 294429105 75,800 815,059 SH   DFND   0 815,059 0
EXACT SCIENCES CORP COM 30063P105 29,325 1,331,742 SH   DFND   0 1,331,742 0
FACEBOOK INC CL A 30303M102 60,581 736,859 SH   DFND   0 736,859 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,202 7,754,200 SH Call DFND   0 7,754,200 0
GILEAD SCIENCES INC COM 375558103 670 740,800 SH Call DFND   0 740,800 0
GILEAD SCIENCES INC COM 375558103 63,523 647,337 SH   DFND   0 647,337 0
HALLIBURTON CO COM 406216101 15,500 353,229 SH   DFND   0 353,229 0
HCA HOLDINGS INC COM 40412C101 71,902 955,760 SH   DFND   0 955,760 0
HOLOGIC INC COM 436440101 101,288 3,067,016 SH   DFND   0 3,067,016 0
HORTONWORKS INC COM 440894103 8,797 368,981 SH   DFND   0 368,981 0
HUMANA INC COM 444859102 70,975 398,692 SH   DFND   0 398,692 0
ILLUMINA INC COM 452327109 69,589 374,860 SH   DFND   0 374,860 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 7,440 120,687 SH   DFND   0 120,687 0
ISHARES IBOXX HI YD ETF 464288513 30,835 340,305 SH   DFND   0 340,305 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 90,715 525,003 SH   DFND   0 525,003 0
JUNO THERAPEUTICS INC COM 48205A109 30,488 514,585 SH   DFND   0 514,585 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 34,407 1,124,056 SH   DFND   0 1,124,056 0
KITE PHARMA INC COM 49803L109 10,151 175,994 SH   DFND   0 175,994 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 62,312 1,242,509 SH   DFND   0 1,242,509 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 52,128 1,046,544 SH   DFND   0 1,046,544 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 105,462 1,281,593 SH   DFND   0 1,281,593 0
MANPOWERGROUP INC COM 56418H100 60,727 704,901 SH   DFND   0 704,901 0
MASCO CORP COM 574599106 30,565 1,144,738 SH   DFND   0 1,144,738 0
MCKESSON CORP COM 58155Q103 82,057 362,765 SH   DFND   0 362,765 0
MEDIVATION INC COM 58501N101 29,206 226,277 SH   DFND   0 226,277 0
MGIC INVT CORP WIS COM 552848103 37,694 3,914,266 SH   DFND   0 3,914,266 0
MOLINA HEALTHCARE INC COM 60855R100 20,492 304,534 SH   DFND   0 304,534 0
NETFLIX INC COM 64110L106 14,716 35,316 SH   DFND   0 35,316 0
OMNICARE INC COM 681904108 19,040 247,079 SH   DFND   0 247,079 0
OREXIGEN THERAPEUTICS INC NOTE 2.750%12/0 686164AB0 18,523 16,011,000 PRN   DFND   0 16,011,000 0
OREXIGEN THERAPEUTICS INC COM 686164104 22,476 2,870,492 SH   DFND   0 2,870,492 0
PALO ALTO NETWORKS INC COM 697435105 73,198 501,082 SH   DFND   0 501,082 0
PATTERSON COMPANIES INC COM 703395103 25,918 531,218 SH   DFND   0 531,218 0
PFIZER INC COM 717081103 79,421 2,282,873 SH   DFND   0 2,282,873 0
PRA HEALTH SCIENCES INC COM 69354M108 2,145 74,390 SH   DFND   0 74,390 0
PTC THERAPEUTICS INC COM 69366J200 3,123 51,329 SH   DFND   0 51,329 0
QUIDEL CORP COM 74838J101 12,864 476,800 SH   DFND   0 476,800 0
RADIUS HEALTH INC COM NEW 750469207 30,005 728,980 SH   DFND   0 728,980 0
RITE AID CORP COM 767754104 47,559 5,472,816 SH   DFND   0 5,472,816 0
SPIRIT AIRLS INC COM 848577102 57,639 745,069 SH   DFND   0 745,069 0
STRYKER CORP COM 863667101 66,178 717,374 SH   DFND   0 717,374 0
TENET HEALTHCARE CORP COM NEW 88033G407 71,464 1,443,428 SH   DFND   0 1,443,428 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 49,759 798,697 SH   DFND   0 798,697 0
THORATEC CORP COM NEW 885175307 23,701 565,799 SH   DFND   0 565,799 0
UNITEDHEALTH GROUP INC COM 91324P102 92,946 785,745 SH   DFND   0 785,745 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 128,913 649,042 SH   DFND   0 649,042 0
VARIAN MED SYS INC COM 92220P105 46,252 491,571 SH   DFND   0 491,571 0
VERSARTIS INC COM 92529L102 8,764 477,083 SH   DFND   0 477,083 0
VULCAN MATLS CO COM 929160109 135,979 1,613,033 SH   DFND   0 1,613,033 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 115,967 1,369,479 SH   DFND   0 1,369,479 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,775 139,680 SH   DFND   0 139,680 0
WILLIAMS SONOMA INC COM 969904101 29,904 375,166 SH   DFND   0 375,166 0
WORKDAY INC CL A 98138H101 58,841 697,087 SH   DFND   0 697,087 0
ZS PHARMA INC COM 98979G105 37,223 884,575 SH   DFND   0 884,575 0