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
ABBVIE INC COM 00287Y109 2,429 41,000 SH   DFND 0 41,000 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,519 119,800 SH   DFND 0 119,800 0
ACE LTD SHS H0023R105 2,103 18,000 SH   DFND 0 18,000 0
ACTIVISION BLIZZARD INC COM 00507V109 16,336 422,000 SH   DFND 0 422,000 0
ACUITY BRANDS INC COM 00508Y102 22,795 97,500 SH   DFND 0 97,500 0
ADVISORY BRD CO COM 00762W107 3,086 62,200 SH   DFND 0 62,200 0
AFFILIATED MANAGERS GROUP COM 008252108 6,039 37,800 SH   DFND 0 37,800 0
AIR METHODS CORP COM PAR $.06 009128307 1,753 41,800 SH   DFND 0 41,800 0
AIR PRODS & CHEMS INC COM 009158106 1,952 15,000 SH   DFND 0 15,000 0
AIRGAS INC COM 009363102 10,817 78,200 SH   DFND 0 78,200 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,842 130,000 SH   DFND 0 130,000 0
AKORN INC COM 009728106 3,082 82,600 SH   DFND 0 82,600 0
ALEXION PHARMACEUTICALS INC COM 015351109 14,688 77,000 SH   DFND 0 77,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,583 81,000 SH   DFND 0 81,000 0
ALLEGHANY CORP DEL COM 017175100 3,202 6,700 SH   DFND 0 6,700 0
ALLERGAN PLC SHS G0177J108 24,545 78,545 SH   DFND 0 78,545 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 18,447 66,700 SH   DFND 0 66,700 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 1,272 34,200 SH   DFND 0 34,200 0
ALPHABET INC CAP STK CL C 02079K107 3,036 4,000 SH   DFND 0 4,000 0
ALPHABET INC CAP STK CL A 02079K305 18,517 23,800 SH   DFND 0 23,800 0
AMAZON COM INC COM 023135106 13,518 20,000 SH   DFND 0 20,000 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,033 48,000 SH   DFND 0 48,000 0
AMERICAN TOWER CORP NEW COM 03027X100 11,043 113,900 SH   DFND 0 113,900 0
AMETEK INC NEW COM 031100100 18,229 340,150 SH   DFND 0 340,150 0
AMPHENOL CORP NEW CL A 032095101 14,577 279,100 SH   DFND 0 279,100 0
ANIXTER INTL INC COM 035290105 2,253 37,300 SH   DFND 0 37,300 0
ANSYS INC COM 03662Q105 18,068 195,326 SH   DFND 0 195,326 0
ANTHEM INC COM 036752103 976 7,000 SH   DFND 0 7,000 0
APPLE INC COM 037833100 18,863 179,200 SH   DFND 0 179,200 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 745 18,400 SH   DFND 0 18,400 0
APTARGROUP INC COM 038336103 9,837 135,400 SH   DFND 0 135,400 0
ARCH CAP GROUP LTD ORD G0450A105 11,000 157,700 SH   DFND 0 157,700 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,266 33,600 SH   DFND 0 33,600 0
ASTRONICS CORP COM 046433108 1,095 26,900 SH   DFND 0 26,900 0
ATWOOD OCEANICS INC COM 050095108 493 48,200 SH   DFND 0 48,200 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,618 42,700 SH   DFND 0 42,700 0
AUTOZONE INC COM 053332102 16,916 22,800 SH   DFND 0 22,800 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 4,645 32,000 SH   DFND 0 32,000 0
AZZ INC COM 002474104 6,602 118,800 SH   DFND 0 118,800 0
BAIDU INC SPON ADR REP A 056752108 5,482 29,000 SH   DFND 0 29,000 0
BALL CORP COM 058498106 5,367 73,800 SH   DFND 0 73,800 0
BANK AMER CORP COM 060505104 4,292 255,000 SH   DFND 0 255,000 0
BARD C R INC COM 067383109 13,697 72,300 SH   DFND 0 72,300 0
BECTON DICKINSON & CO COM 075887109 3,082 20,000 SH   DFND 0 20,000 0
BIG LOTS INC COM 089302103 763 19,800 SH   DFND 0 19,800 0
BIO RAD LABS INC CL A 090572207 388 2,800 SH   DFND 0 2,800 0
BIOGEN INC COM 09062X103 12,560 41,000 SH   DFND 0 41,000 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 4,819 46,000 SH   DFND 0 46,000 0
BLACKROCK ENHANCED EQT DIV T COM 09251A104 97 12,700 SH   DFND 0 12,700 0
BLACKROCK INC COM 09247X101 7,662 22,500 SH   DFND 0 22,500 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,860 303,000 SH   DFND 0 303,000 0
BOEING CO COM 097023105 1,880 13,000 SH   DFND 0 13,000 0
BOK FINL CORP COM NEW 05561Q201 335 5,600 SH   DFND 0 5,600 0
BORGWARNER INC COM 099724106 1,478 34,200 SH   DFND 0 34,200 0
BOSTON BEER INC CL A 100557107 7,820 38,732 SH   DFND 0 38,732 0
BRF SA SPONSORED ADR 10552T107 1,271 92,000 SH   DFND 0 92,000 0
BRINKER INTL INC COM 109641100 6,560 136,800 SH   DFND 0 136,800 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,629 23,800 SH   DFND 0 23,800 0
BROWN FORMAN CORP CL B 115637209 2,313 23,300 SH   DFND 0 23,300 0
BUFFALO WILD WINGS INC COM 119848109 8,206 51,400 SH   DFND 0 51,400 0
CANADIAN NATL RY CO COM 136375102 11,098 198,600 SH   DFND 0 198,600 0
CANADIAN PAC RY LTD COM 13645T100 1,353 10,600 SH   DFND 0 10,600 0
CARLISLE COS INC COM 142339100 8,204 92,500 SH   DFND 0 92,500 0
CASEYS GEN STORES INC COM 147528103 16,297 135,300 SH   DFND 0 135,300 0
CELGENE CORP COM 151020104 21,916 183,000 SH   DFND 0 183,000 0
CERNER CORP COM 156782104 14,032 233,200 SH   DFND 0 233,200 0
CHEESECAKE FACTORY INC COM 163072101 1,485 32,200 SH   DFND 0 32,200 0
CHEMED CORP NEW COM 16359R103 3,326 22,200 SH   DFND 0 22,200 0
CHURCH & DWIGHT INC COM 171340102 19,098 225,000 SH   DFND 0 225,000 0
CISCO SYS INC COM 17275R102 2,444 90,000 SH   DFND 0 90,000 0
CLARCOR INC COM 179895107 14,099 283,800 SH   DFND 0 283,800 0
CLECO CORP NEW COM 12561W105 1,796 34,400 SH   DFND 0 34,400 0
CNOOC LTD SPONSORED ADR 126132109 271 2,600 SH   DFND 0 2,600 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,416 20,000 SH   DFND 0 20,000 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,300 221,600 SH   DFND 0 221,600 0
COMCAST CORP NEW CL A 20030N101 2,144 38,000 SH   DFND 0 38,000 0
COMMERCE BANCSHARES INC COM 200525103 325 7,650 SH   DFND 0 7,650 0
COMPASS MINERALS INTL INC COM 20451N101 203 2,700 SH   DFND 0 2,700 0
CONSTELLATION BRANDS INC CL A 21036P108 6,267 44,000 SH   DFND 0 44,000 0
CORE LABORATORIES N V COM N22717107 2,033 18,700 SH   DFND 0 18,700 0
CORE MARK HOLDING CO INC COM 218681104 2,147 26,200 SH   DFND 0 26,200 0
COSTAR GROUP INC COM 22160N109 2,894 14,000 SH   DFND 0 14,000 0
COSTCO WHSL CORP NEW COM 22160K105 10,336 64,000 SH   DFND 0 64,000 0
CREDIT ACCEP CORP MICH COM 225310101 235 1,100 SH   DFND 0 1,100 0
CROWN HOLDINGS INC COM 228368106 7,711 152,100 SH   DFND 0 152,100 0
CVS HEALTH CORP COM 126650100 11,439 117,000 SH   DFND 0 117,000 0
DANAHER CORP DEL COM 235851102 17,369 187,000 SH   DFND 0 187,000 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,695 40,600 SH   DFND 0 40,600 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,110 160,000 SH   DFND 0 160,000 0
DENTSPLY INTL INC NEW COM 249030107 4,679 76,900 SH   DFND 0 76,900 0
DEXCOM INC COM 252131107 1,106 13,500 SH   DFND 0 13,500 0
DISCOVER FINL SVCS COM 254709108 1,930 36,000 SH   DFND 0 36,000 0
DISNEY WALT CO COM DISNEY 254687106 2,522 24,000 SH   DFND 0 24,000 0
DOLLAR TREE INC COM 256746108 695 9,000 SH   DFND 0 9,000 0
DOMINOS PIZZA INC COM 25754A201 9,701 87,200 SH   DFND 0 87,200 0
DRIL-QUIP INC COM 262037104 474 8,000 SH   DFND 0 8,000 0
DSW INC CL A 23334L102 811 34,000 SH   DFND 0 34,000 0
ECOLAB INC COM 278865100 17,249 150,800 SH   DFND 0 150,800 0
EDGEWELL PERS CARE CO COM 28035Q102 4,083 52,100 SH   DFND 0 52,100 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,609 109,000 SH   DFND 0 109,000 0
EL PASO ELEC CO COM NEW 283677854 1,455 37,800 SH   DFND 0 37,800 0
ENBRIDGE INC COM 29250N105 2,785 83,900 SH   DFND 0 83,900 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,863 54,700 SH   DFND 0 54,700 0
ENERSYS COM 29275Y102 6,247 111,700 SH   DFND 0 111,700 0
ENPRO INDS INC COM 29355X107 2,867 65,400 SH   DFND 0 65,400 0
ENSTAR GROUP LIMITED SHS G3075P101 585 3,900 SH   DFND 0 3,900 0
EQT CORP COM 26884L109 8,053 154,473 SH   DFND 0 154,473 0
EQUIFAX INC COM 294429105 3,954 35,500 SH   DFND 0 35,500 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,560 68,400 SH   DFND 0 68,400 0
EQUITY ONE COM 294752100 915 33,700 SH   DFND 0 33,700 0
ESSEX PPTY TR INC COM 297178105 3,388 14,153 SH   DFND 0 14,153 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 7,177 88,600 SH   DFND 0 88,600 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 10,152 116,140 SH   DFND 0 116,140 0
EXXON MOBIL CORP COM 30231G102 1,949 25,000 SH   DFND 0 25,000 0
F M C CORP COM NEW 302491303 5,228 133,600 SH   DFND 0 133,600 0
FACEBOOK INC CL A 30303M102 21,351 204,000 SH   DFND 0 204,000 0
FIRST FINL BANKSHARES COM 32020R109 2,557 84,748 SH   DFND 0 84,748 0
FISERV INC COM 337738108 17,286 189,000 SH   DFND 0 189,000 0
FLOWERS FOODS INC COM 343498101 12,186 567,037 SH   DFND 0 567,037 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,346 25,400 SH   DFND 0 25,400 0
FRANKLIN ELEC INC COM 353514102 1,322 48,900 SH   DFND 0 48,900 0
GABELLI EQUITY TR INC COM 362397101 101 19,100 SH   DFND 0 19,100 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 52 11,000 SH   DFND 0 11,000 0
GENERAL DYNAMICS CORP COM 369550108 9,354 68,100 SH   DFND 0 68,100 0
GENERAL ELECTRIC CO COM 369604103 2,461 79,000 SH   DFND 0 79,000 0
GENERAL MLS INC COM 370334104 7,207 125,000 SH   DFND 0 125,000 0
GENESEE & WYO INC CL A 371559105 1,863 34,700 SH   DFND 0 34,700 0
G-III APPAREL GROUP LTD COM 36237H101 2,355 53,200 SH   DFND 0 53,200 0
GILEAD SCIENCES INC COM 375558103 11,131 110,000 SH   DFND 0 110,000 0
GLOBAL PMTS INC COM 37940X102 5,045 78,200 SH   DFND 0 78,200 0
GRUBHUB INC COM 400110102 1,936 80,000 SH   DFND 0 80,000 0
HANESBRANDS INC COM 410345102 2,354 80,000 SH   DFND 0 80,000 0
HARMAN INTL INDS INC COM 413086109 1,978 21,000 SH   DFND 0 21,000 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,651 75,500 SH   DFND 0 75,500 0
HEALTHCARE SVCS GRP INC COM 421906108 5,384 154,400 SH   DFND 0 154,400 0
HEARTLAND PMT SYS INC COM 42235N108 5,491 57,911 SH   DFND 0 57,911 0
HEICO CORP NEW COM 422806109 12,044 221,567 SH   DFND 0 221,567 0
HELEN OF TROY CORP LTD COM G4388N106 1,291 13,700 SH   DFND 0 13,700 0
HENRY JACK & ASSOC INC COM 426281101 1,155 14,800 SH   DFND 0 14,800 0
HOME DEPOT INC COM 437076102 4,100 31,000 SH   DFND 0 31,000 0
HORMEL FOODS CORP COM 440452100 19,375 245,000 SH   DFND 0 245,000 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 658 66,200 SH   DFND 0 66,200 0
HUNT J B TRANS SVCS INC COM 445658107 4,152 56,600 SH   DFND 0 56,600 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,402 40,000 SH   DFND 0 40,000 0
IDEX CORP COM 45167R104 6,278 81,950 SH   DFND 0 81,950 0
IDEXX LABS INC COM 45168D104 16,888 231,600 SH   DFND 0 231,600 0
IHS INC CL A 451734107 6,395 54,000 SH   DFND 0 54,000 0
ILLUMINA INC COM 452327109 7,851 40,900 SH   DFND 0 40,900 0
INGREDION INC COM 457187102 2,377 24,800 SH   DFND 0 24,800 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 4,331 29,000 SH   DFND 0 29,000 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 615 2,400 SH   DFND 0 2,400 0
INTUIT COM 461202103 4,227 43,800 SH   DFND 0 43,800 0
ISHARES TR RUS 2000 GRW ETF 464287648 6,273 45,000 SH   DFND 0 45,000 0
ISHARES TR RUSSELL 2000 ETF 464287655 16,201 144,000 SH   DFND 0 144,000 0
ITC HLDGS CORP COM 465685105 4,270 108,800 SH   DFND 0 108,800 0
ITT CORP NEW COM NEW 450911201 4,972 136,900 SH   DFND 0 136,900 0
J & J SNACK FOODS CORP COM 466032109 7,735 66,300 SH   DFND 0 66,300 0
J2 GLOBAL INC COM 48123V102 6,989 84,900 SH   DFND 0 84,900 0
JPMORGAN CHASE & CO COM 46625H100 8,056 122,000 SH   DFND 0 122,000 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,698 89,700 SH   DFND 0 89,700 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,419 62,800 SH   DFND 0 62,800 0
KIRBY CORP COM 497266106 7,088 134,700 SH   DFND 0 134,700 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,279 38,000 SH   DFND 0 38,000 0
LANDSTAR SYS INC COM 515098101 1,982 33,800 SH   DFND 0 33,800 0
LAUDER ESTEE COS INC CL A 518439104 7,045 80,000 SH   DFND 0 80,000 0
LENDINGTREE INC NEW COM 52603B107 2,411 27,000 SH   DFND 0 27,000 0
LENNOX INTL INC COM 526107107 10,092 80,800 SH   DFND 0 80,800 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 107 19,925 SH   DFND 0 19,925 0
LINCOLN ELEC HLDGS INC COM 533900106 5,922 114,119 SH   DFND 0 114,119 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,887 120,000 SH   DFND 0 120,000 0
LKQ CORP COM 501889208 9,250 312,200 SH   DFND 0 312,200 0
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 584 9,000 SH   DFND 0 9,000 0
M & T BK CORP COM 55261F104 3,902 32,200 SH   DFND 0 32,200 0
MACYS INC COM 55616P104 3,323 95,000 SH   DFND 0 95,000 0
MANHATTAN ASSOCS INC COM 562750109 1,932 29,200 SH   DFND 0 29,200 0
MASTERCARD INC CL A 57636Q104 12,705 130,500 SH   DFND 0 130,500 0
MAXIMUS INC COM 577933104 2,407 42,800 SH   DFND 0 42,800 0
MCCORMICK & CO INC COM NON VTG 579780206 1,147 13,400 SH   DFND 0 13,400 0
MCKESSON CORP COM 58155Q103 10,572 53,600 SH   DFND 0 53,600 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,368 30,000 SH   DFND 0 30,000 0
MEDIDATA SOLUTIONS INC COM 58471A105 4,436 90,000 SH   DFND 0 90,000 0
MEDIVATION INC COM 58501N101 14,164 293,000 SH   DFND 0 293,000 0
MEDNAX INC COM 58502B106 14,805 206,600 SH   DFND 0 206,600 0
MEDTRONIC PLC SHS G5960L103 5,077 66,000 SH   DFND 0 66,000 0
METTLER TOLEDO INTERNATIONAL COM 592688105 19,873 58,600 SH   DFND 0 58,600 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,404 60,000 SH   DFND 0 60,000 0
MIDDLEBY CORP COM 596278101 14,293 132,500 SH   DFND 0 132,500 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 3,594 85,000 SH   DFND 0 85,000 0
MONRO MUFFLER BRAKE INC COM 610236101 4,218 63,700 SH   DFND 0 63,700 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,107 41,000 SH   DFND 0 41,000 0
NETFLIX INC COM 64110L106 9,494 83,000 SH   DFND 0 83,000 0
NETSCOUT SYS INC COM 64115T104 476 15,500 SH   DFND 0 15,500 0
NEW JERSEY RES COM 646025106 1,819 55,200 SH   DFND 0 55,200 0
NEWMARKET CORP COM 651587107 6,130 16,100 SH   DFND 0 16,100 0
NIKE INC CL B 654106103 5,750 92,000 SH   DFND 0 92,000 0
NOBLE ENERGY INC COM 655044105 3,603 109,400 SH   DFND 0 109,400 0
NORDSON CORP COM 655663102 1,655 25,800 SH   DFND 0 25,800 0
NORTHROP GRUMMAN CORP COM 666807102 5,362 28,400 SH   DFND 0 28,400 0
NORTHWEST NAT GAS CO COM 667655104 1,205 23,800 SH   DFND 0 23,800 0
NORTHWESTERN CORP COM NEW 668074305 846 15,600 SH   DFND 0 15,600 0
NOVO-NORDISK A S ADR 670100205 9,728 167,500 SH   DFND 0 167,500 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 16,041 63,300 SH   DFND 0 63,300 0
OCEANEERING INTL INC COM 675232102 615 16,400 SH   DFND 0 16,400 0
ONEOK INC NEW COM 682680103 1,529 62,000 SH   DFND 0 62,000 0
OPEN TEXT CORP COM 683715106 4,098 85,500 SH   DFND 0 85,500 0
OPKO HEALTH INC COM 68375N103 415 41,250 SH   DFND 0 41,250 0
OSHKOSH CORP COM 688239201 1,109 28,400 SH   DFND 0 28,400 0
OSI SYSTEMS INC COM 671044105 1,321 14,900 SH   DFND 0 14,900 0
OXFORD INDS INC COM 691497309 1,302 20,400 SH   DFND 0 20,400 0
PACKAGING CORP AMER COM 695156109 1,715 27,200 SH   DFND 0 27,200 0
PANDORA MEDIA INC COM 698354107 2,950 220,000 SH   DFND 0 220,000 0
PAREXEL INTL CORP COM 699462107 3,784 55,550 SH   DFND 0 55,550 0
PAYCOM SOFTWARE INC COM 70432V102 1,302 34,600 SH   DFND 0 34,600 0
PAYPAL HLDGS INC COM 70450Y103 8,688 240,000 SH   DFND 0 240,000 0
PEPSICO INC COM 713448108 5,895 59,000 SH   DFND 0 59,000 0
PIEDMONT NAT GAS INC COM 720186105 3,330 58,400 SH   DFND 0 58,400 0
PIONEER NAT RES CO COM 723787107 2,037 16,246 SH   DFND 0 16,246 0
POOL CORPORATION COM 73278L105 6,422 79,500 SH   DFND 0 79,500 0
PRA GROUP INC COM 69354N106 3,504 101,000 SH   DFND 0 101,000 0
PRAXAIR INC COM 74005P104 7,311 71,400 SH   DFND 0 71,400 0
PRICELINE GRP INC COM NEW 741503403 7,522 5,900 SH   DFND 0 5,900 0
PROASSURANCE CORP COM 74267C106 2,616 53,900 SH   DFND 0 53,900 0
PROSPERITY BANCSHARES INC COM 743606105 2,565 53,600 SH   DFND 0 53,600 0
QUALYS INC COM 74758T303 860 26,000 SH   DFND 0 26,000 0
RBC BEARINGS INC COM 75524B104 2,887 44,700 SH   DFND 0 44,700 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,758 33,200 SH   DFND 0 33,200 0
REPUBLIC SVCS INC COM 760759100 3,849 87,500 SH   DFND 0 87,500 0
RESTORATION HARDWARE HLDGS I COM 761283100 556 7,000 SH   DFND 0 7,000 0
REYNOLDS AMERICAN INC COM 761713106 8,445 183,000 SH   DFND 0 183,000 0
RLI CORP COM 749607107 8,237 133,400 SH   DFND 0 133,400 0
ROLLINS INC COM 775711104 17,262 666,500 SH   DFND 0 666,500 0
ROPER TECHNOLOGIES INC COM 776696106 21,598 113,800 SH   DFND 0 113,800 0
RUSH ENTERPRISES INC CL A 781846209 2,371 108,300 SH   DFND 0 108,300 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 506 5,850 SH   DFND 0 5,850 0
SALESFORCE COM INC COM 79466L302 14,739 188,000 SH   DFND 0 188,000 0
SBA COMMUNICATIONS CORP COM 78388J106 10,759 102,400 SH   DFND 0 102,400 0
SCHEIN HENRY INC COM 806407102 20,264 128,100 SH   DFND 0 128,100 0
SCHLUMBERGER LTD COM 806857108 1,883 27,000 SH   DFND 0 27,000 0
SCHWAB CHARLES CORP NEW COM 808513105 10,373 315,000 SH   DFND 0 315,000 0
SCIENCE APPLICATNS INTL CP N COM 808625107 819 17,900 SH   DFND 0 17,900 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,870 91,000 SH   DFND 0 91,000 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,549 10,100 SH   DFND 0 10,100 0
SILGAN HOLDINGS INC COM 827048109 11,523 214,500 SH   DFND 0 214,500 0
SNAP ON INC COM 833034101 11,366 66,300 SH   DFND 0 66,300 0
SOUTH JERSEY INDS INC COM 838518108 5,043 214,400 SH   DFND 0 214,400 0
SOUTHWEST GAS CORP COM 844895102 2,295 41,600 SH   DFND 0 41,600 0
STAMPS COM INC COM NEW 852857200 2,444 22,300 SH   DFND 0 22,300 0
STARBUCKS CORP COM 855244109 16,808 280,000 SH   DFND 0 280,000 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 5,750 83,000 SH   DFND 0 83,000 0
STERICYCLE INC COM 858912108 15,702 130,200 SH   DFND 0 130,200 0
STERIS PLC SHS USD G84720104 1,657 22,000 SH   DFND 0 22,000 0
STIFEL FINL CORP COM 860630102 5,299 125,100 SH   DFND 0 125,100 0
SYNAPTICS INC COM 87157D109 3,519 43,800 SH   DFND 0 43,800 0
SYNNEX CORP COM 87162W100 4,982 55,400 SH   DFND 0 55,400 0
SYNTEL INC COM 87162H103 959 21,200 SH   DFND 0 21,200 0
TELEDYNE TECHNOLOGIES INC COM 879360105 16,951 191,100 SH   DFND 0 191,100 0
TESLA MTRS INC COM 88160R101 4,080 17,000 SH   DFND 0 17,000 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,247 34,237 SH   DFND 0 34,237 0
TEXAS ROADHOUSE INC COM 882681109 2,254 63,000 SH   DFND 0 63,000 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,433 38,300 SH   DFND 0 38,300 0
TIFFANY & CO NEW COM 886547108 2,518 33,000 SH   DFND 0 33,000 0
TJX COS INC NEW COM 872540109 24,960 352,000 SH   DFND 0 352,000 0
TOLL BROTHERS INC COM 889478103 2,597 78,000 SH   DFND 0 78,000 0
TORCHMARK CORP COM 891027104 1,366 23,900 SH   DFND 0 23,900 0
TORO CO COM 891092108 23,273 318,500 SH   DFND 0 318,500 0
TRANSCANADA CORP COM 89353D107 847 26,000 SH   DFND 0 26,000 0
TRANSDIGM GROUP INC COM 893641100 4,249 18,600 SH   DFND 0 18,600 0
TRIMBLE NAVIGATION LTD COM 896239100 1,304 60,800 SH   DFND 0 60,800 0
TYLER TECHNOLOGIES INC COM 902252105 14,618 83,858 SH   DFND 0 83,858 0
U S CONCRETE INC COM NEW 90333L201 1,269 24,100 SH   DFND 0 24,100 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 21,076 107,800 SH   DFND 0 107,800 0
UNDER ARMOUR INC CL A 904311107 242 3,000 SH   DFND 0 3,000 0
UNION PAC CORP COM 907818108 7,976 102,000 SH   DFND 0 102,000 0
UNIVERSAL HLTH SVCS INC CL B 913903100 956 8,000 SH   DFND 0 8,000 0
URBAN OUTFITTERS INC COM 917047102 5,824 256,000 SH   DFND 0 256,000 0
V F CORP COM 918204108 6,574 105,600 SH   DFND 0 105,600 0
VAIL RESORTS INC COM 91879Q109 4,864 38,000 SH   DFND 0 38,000 0
VALMONT INDS INC COM 920253101 2,290 21,600 SH   DFND 0 21,600 0
VALSPAR CORP COM 920355104 12,293 148,200 SH   DFND 0 148,200 0
VCA INC COM 918194101 3,201 58,200 SH   DFND 0 58,200 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15,225 121,000 SH   DFND 0 121,000 0
VISA INC COM CL A 92826C839 13,726 177,000 SH   DFND 0 177,000 0
VISTA OUTDOOR INC COM 928377100 863 19,400 SH   DFND 0 19,400 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 83 11,800 SH   DFND 0 11,800 0
WABTEC CORP COM 929740108 9,694 136,300 SH   DFND 0 136,300 0
WASTE CONNECTIONS INC COM 941053100 27,532 488,850 SH   DFND 0 488,850 0
WELLS FARGO & CO NEW COM 949746101 3,044 56,000 SH   DFND 0 56,000 0
WELLS FARGO GLOBAL DIVIDEND COM 94987C103 84 14,200 SH   DFND 0 14,200 0
WEX INC COM 96208T104 11,545 130,600 SH   DFND 0 130,600 0
WHITEWAVE FOODS CO COM 966244105 623 16,000 SH   DFND 0 16,000 0
WILEY JOHN & SONS INC CL A 968223206 315 7,000 SH   DFND 0 7,000 0
WOLVERINE WORLD WIDE INC COM 978097103 4,256 254,700 SH   DFND 0 254,700 0
WOODWARD INC COM 980745103 5,065 102,000 SH   DFND 0 102,000 0