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 6,047 90,000 SH   DFND   0 90,000 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,233 95,400 SH   DFND   0 95,400 0
ACE LTD SHS H0023R105 1,830 18,000 SH   DFND   0 18,000 0
ACTIVISION BLIZZARD INC COM 00507V109 12,468 515,000 SH   DFND   0 515,000 0
ACUITY BRANDS INC COM 00508Y102 17,548 97,500 SH   DFND   0 97,500 0
ADVENT SOFTWARE INC COM 007974108 2,953 66,800 SH   DFND   0 66,800 0
ADVISORY BRD CO COM 00762W107 2,832 51,800 SH   DFND   0 51,800 0
AFFILIATED MANAGERS GROUP COM 008252108 14,537 66,500 SH   DFND   0 66,500 0
AIR METHODS CORP COM PAR $.06 009128307 1,554 37,600 SH   DFND   0 37,600 0
AIR PRODS & CHEMS INC COM 009158106 2,052 15,000 SH   DFND   0 15,000 0
AIRGAS INC COM 009363102 8,272 78,200 SH   DFND   0 78,200 0
AKORN INC COM 009728106 3,606 82,600 SH   DFND   0 82,600 0
ALEXION PHARMACEUTICALS INC COM 015351109 15,004 83,000 SH   DFND   0 83,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,253 76,000 SH   DFND   0 76,000 0
ALLEGHANY CORP DEL COM 017175100 3,141 6,700 SH   DFND   0 6,700 0
ALLERGAN PLC SHS G0177J108 15,703 51,745 SH   DFND   0 51,745 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 19,472 66,700 SH   DFND   0 66,700 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 1,219 28,200 SH   DFND   0 28,200 0
AMAZON COM INC COM 023135106 5,426 12,500 SH   DFND   0 12,500 0
AMBEV SA SPONSORED ADR 02319V103 293 48,000 SH   DFND   0 48,000 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,636 66,000 SH   DFND   0 66,000 0
AMERICAN TOWER CORP NEW COM 03027X100 12,678 135,900 SH   DFND   0 135,900 0
AMETEK INC NEW COM 031100100 17,636 321,950 SH   DFND   0 321,950 0
AMGEN INC COM 031162100 2,917 19,000 SH   DFND   0 19,000 0
AMPHENOL CORP NEW CL A 032095101 14,661 252,900 SH   DFND   0 252,900 0
ANIXTER INTL INC COM 035290105 2,430 37,300 SH   DFND   0 37,300 0
ANSYS INC COM 03662Q105 17,822 195,326 SH   DFND   0 195,326 0
ANTHEM INC COM 036752103 1,149 7,000 SH   DFND   0 7,000 0
APPLE INC COM 037833100 21,347 170,200 SH   DFND   0 170,200 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 730 18,400 SH   DFND   0 18,400 0
APTARGROUP INC COM 038336103 9,814 153,900 SH   DFND   0 153,900 0
ARCH CAP GROUP LTD ORD G0450A105 8,678 129,600 SH   DFND   0 129,600 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,465 27,200 SH   DFND   0 27,200 0
ASTRONICS CORP COM 046433108 1,638 23,100 SH   DFND   0 23,100 0
ATWOOD OCEANICS INC COM 050095108 1,274 48,200 SH   DFND   0 48,200 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,426 42,700 SH   DFND   0 42,700 0
AUTOZONE INC COM 053332102 13,605 20,400 SH   DFND   0 20,400 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 4,785 36,000 SH   DFND   0 36,000 0
AZZ INC COM 002474104 5,667 109,400 SH   DFND   0 109,400 0
BAIDU INC SPON ADR REP A 056752108 6,769 34,000 SH   DFND   0 34,000 0
BALL CORP COM 058498106 3,914 55,800 SH   DFND   0 55,800 0
BANCO DE CHILE SPONSORED ADR 059520106 290 4,407 SH   DFND   0 4,407 0
BARD C R INC COM 067383109 12,188 71,400 SH   DFND   0 71,400 0
BCE INC COM NEW 05534B760 2,337 55,000 SH   DFND   0 55,000 0
BECTON DICKINSON & CO COM 075887109 4,887 34,500 SH   DFND   0 34,500 0
BIO RAD LABS INC CL A 090572207 422 2,800 SH   DFND   0 2,800 0
BIOGEN INC COM 09062X103 14,946 37,000 SH   DFND   0 37,000 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 2,599 19,000 SH   DFND   0 19,000 0
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 895 21,700 SH   DFND   0 21,700 0
BLACKROCK INC COM 09247X101 7,439 21,500 SH   DFND   0 21,500 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,861 70,000 SH   DFND   0 70,000 0
BLOOMIN BRANDS INC COM 094235108 3,202 150,000 SH   DFND   0 150,000 0
BOEING CO COM 097023105 3,052 22,000 SH   DFND   0 22,000 0
BOK FINL CORP COM NEW 05561Q201 390 5,600 SH   DFND   0 5,600 0
BORGWARNER INC COM 099724106 7,617 134,000 SH   DFND   0 134,000 0
BOSTON BEER INC CL A 100557107 9,101 39,232 SH   DFND   0 39,232 0
BRF SA SPONSORED ADR 10552T107 2,488 119,000 SH   DFND   0 119,000 0
BRINKER INTL INC COM 109641100 12,268 212,800 SH   DFND   0 212,800 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,490 22,400 SH   DFND   0 22,400 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,814 26,000 SH   DFND   0 26,000 0
BROWN FORMAN CORP CL B 115637209 2,334 23,300 SH   DFND   0 23,300 0
BUCKLE INC COM 118440106 801 17,500 SH   DFND   0 17,500 0
BUFFALO WILD WINGS INC COM 119848109 7,944 50,700 SH   DFND   0 50,700 0
CANADIAN NATL RY CO COM 136375102 10,892 188,600 SH   DFND   0 188,600 0
CANADIAN PAC RY LTD COM 13645T100 1,698 10,600 SH   DFND   0 10,600 0
CAPITAL ONE FINL CORP COM 14040H105 2,146 24,400 SH   DFND   0 24,400 0
CARLISLE COS INC COM 142339100 10,102 100,900 SH   DFND   0 100,900 0
CASEYS GEN STORES INC COM 147528103 11,814 123,400 SH   DFND   0 123,400 0
CELGENE CORP COM 151020104 18,923 163,500 SH   DFND   0 163,500 0
CERNER CORP COM 156782104 11,616 168,200 SH   DFND   0 168,200 0
CHEVRON CORP NEW COM 166764100 2,074 21,500 SH   DFND   0 21,500 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,751 35,000 SH   DFND   0 35,000 0
CHURCH & DWIGHT INC COM 171340102 18,254 225,000 SH   DFND   0 225,000 0
CISCO SYS INC COM 17275R102 4,531 165,000 SH   DFND   0 165,000 0
CLARCOR INC COM 179895107 20,738 333,200 SH   DFND   0 333,200 0
CLEAN HARBORS INC COM 184496107 688 12,800 SH   DFND   0 12,800 0
CLECO CORP NEW COM 12561W105 1,852 34,400 SH   DFND   0 34,400 0
CNOOC LTD SPONSORED ADR 126132109 369 2,600 SH   DFND   0 2,600 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,589 20,000 SH   DFND   0 20,000 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 13,843 226,600 SH   DFND   0 226,600 0
COMCAST CORP NEW CL A SPL 20030N200 5,574 93,000 SH   DFND   0 93,000 0
COMMERCE BANCSHARES INC COM 200525103 341 7,286 SH   DFND   0 7,286 0
COMPASS MINERALS INTL INC COM 20451N101 222 2,700 SH   DFND   0 2,700 0
CONOCOPHILLIPS COM 20825C104 1,676 27,300 SH   DFND   0 27,300 0
CONSTELLATION BRANDS INC CL A 21036P108 5,569 48,000 SH   DFND   0 48,000 0
COPART INC COM 217204106 1,774 50,000 SH   DFND   0 50,000 0
CORE LABORATORIES N V COM N22717107 2,247 19,700 SH   DFND   0 19,700 0
COSTAR GROUP INC COM 22160N109 3,220 16,000 SH   DFND   0 16,000 0
COSTCO WHSL CORP NEW COM 22160K105 7,563 56,000 SH   DFND   0 56,000 0
CREDIT ACCEP CORP MICH COM 225310101 271 1,100 SH   DFND   0 1,100 0
CROWN HOLDINGS INC COM 228368106 9,656 182,500 SH   DFND   0 182,500 0
CVS HEALTH CORP COM 126650100 12,208 116,400 SH   DFND   0 116,400 0
CYTEC INDS INC COM 232820100 4,576 75,600 SH   DFND   0 75,600 0
DANAHER CORP DEL COM 235851102 16,005 187,000 SH   DFND   0 187,000 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,065 245,000 SH   DFND   0 245,000 0
DENTSPLY INTL INC NEW COM 249030107 3,964 76,900 SH   DFND   0 76,900 0
DISCOVER FINL SVCS COM 254709108 2,939 51,000 SH   DFND   0 51,000 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2,328 70,000 SH   DFND   0 70,000 0
DISNEY WALT CO COM DISNEY 254687106 2,785 24,400 SH   DFND   0 24,400 0
DOMINOS PIZZA INC COM 25754A201 9,412 83,000 SH   DFND   0 83,000 0
DONALDSON INC COM 257651109 1,919 53,600 SH   DFND   0 53,600 0
DRIL-QUIP INC COM 262037104 602 8,000 SH   DFND   0 8,000 0
DSW INC CL A 23334L102 1,135 34,000 SH   DFND   0 34,000 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 1,440 11,800 SH   DFND   0 11,800 0
E M C CORP MASS COM 268648102 3,838 145,442 SH   DFND   0 145,442 0
EATON VANCE RISK MNGD DIV EQ COM 27829G106 135 12,510 SH   DFND   0 12,510 0
EATON VANCE TX MGD DIV EQ IN COM 27828N102 129 11,302 SH   DFND   0 11,302 0
ECOLAB INC COM 278865100 16,938 149,800 SH   DFND   0 149,800 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,119 57,000 SH   DFND   0 57,000 0
EL PASO ELEC CO COM NEW 283677854 1,310 37,800 SH   DFND   0 37,800 0
ENBRIDGE INC COM 29250N105 3,926 83,900 SH   DFND   0 83,900 0
ENERGIZER HLDGS INC NEW COM 29272W109 7,722 58,700 SH   DFND   0 58,700 0
ENERSYS COM 29275Y102 7,922 112,700 SH   DFND   0 112,700 0
ENPRO INDS INC COM 29355X107 3,742 65,400 SH   DFND   0 65,400 0
ENSTAR GROUP LIMITED SHS G3075P101 604 3,900 SH   DFND   0 3,900 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,255 42,000 SH   DFND   0 42,000 0
EQT CORP COM 26884L109 12,565 154,473 SH   DFND   0 154,473 0
EQUIFAX INC COM 294429105 3,447 35,500 SH   DFND   0 35,500 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,596 68,400 SH   DFND   0 68,400 0
EQUITY ONE COM 294752100 787 33,700 SH   DFND   0 33,700 0
ESSEX PPTY TR INC COM 297178105 3,008 14,153 SH   DFND   0 14,153 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 9,115 95,600 SH   DFND   0 95,600 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 10,329 116,140 SH   DFND   0 116,140 0
EXXON MOBIL CORP COM 30231G102 2,496 30,000 SH   DFND   0 30,000 0
F M C CORP COM NEW 302491303 7,021 133,600 SH   DFND   0 133,600 0
FACEBOOK INC CL A 30303M102 18,011 210,000 SH   DFND   0 210,000 0
FEDEX CORP COM 31428X106 2,812 16,500 SH   DFND   0 16,500 0
FIDELITY NATL INFORMATION SV COM 31620M106 946 15,300 SH   DFND   0 15,300 0
FIRST FINL BANKSHARES COM 32020R109 2,451 70,748 SH   DFND   0 70,748 0
FISERV INC COM 337738108 15,655 189,000 SH   DFND   0 189,000 0
FLOWERS FOODS INC COM 343498101 14,256 674,037 SH   DFND   0 674,037 0
FMC TECHNOLOGIES INC COM 30249U101 4,415 106,400 SH   DFND   0 106,400 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,263 25,400 SH   DFND   0 25,400 0
FRANKLIN ELEC INC COM 353514102 1,452 44,900 SH   DFND   0 44,900 0
GABELLI EQUITY TR INC COM 362397101 140 22,435 SH   DFND   0 22,435 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 97 14,922 SH   DFND   0 14,922 0
GENERAL DYNAMICS CORP COM 369550108 9,649 68,100 SH   DFND   0 68,100 0
GENERAL ELECTRIC CO COM 369604103 5,580 210,000 SH   DFND   0 210,000 0
GENERAL MLS INC COM 370334104 6,965 125,000 SH   DFND   0 125,000 0
GENESEE & WYO INC CL A 371559105 2,643 34,700 SH   DFND   0 34,700 0
G-III APPAREL GROUP LTD COM 36237H101 3,222 45,800 SH   DFND   0 45,800 0
GILEAD SCIENCES INC COM 375558103 11,123 95,000 SH   DFND   0 95,000 0
GLOBAL PMTS INC COM 37940X102 4,045 39,100 SH   DFND   0 39,100 0
GOOGLE INC CL A 38259P508 12,961 24,000 SH   DFND   0 24,000 0
GRACO INC COM 384109104 369 5,200 SH   DFND   0 5,200 0
GRAINGER W W INC COM 384802104 6,295 26,600 SH   DFND   0 26,600 0
GRUBHUB INC COM 400110102 2,385 70,000 SH   DFND   0 70,000 0
HANESBRANDS INC COM 410345102 3,499 105,000 SH   DFND   0 105,000 0
HARLEY DAVIDSON INC COM 412822108 11,721 208,000 SH   DFND   0 208,000 0
HARMAN INTL INDS INC COM 413086109 2,855 24,000 SH   DFND   0 24,000 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,570 75,500 SH   DFND   0 75,500 0
HEALTH CARE REIT INC COM 42217K106 1,667 25,400 SH   DFND   0 25,400 0
HEALTHCARE SVCS GRP INC COM 421906108 3,325 100,600 SH   DFND   0 100,600 0
HEARTLAND PMT SYS INC COM 42235N108 1,995 36,911 SH   DFND   0 36,911 0
HEICO CORP NEW COM 422806109 13,209 226,567 SH   DFND   0 226,567 0
HOME DEPOT INC COM 437076102 4,556 41,000 SH   DFND   0 41,000 0
HOMEAWAY INC COM 43739Q100 5,290 170,000 SH   DFND   0 170,000 0
HORMEL FOODS CORP COM 440452100 13,055 231,600 SH   DFND   0 231,600 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 1,359 66,200 SH   DFND   0 66,200 0
HUNT J B TRANS SVCS INC COM 445658107 4,646 56,600 SH   DFND   0 56,600 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 4,780 60,000 SH   DFND   0 60,000 0
IDEX CORP COM 45167R104 9,913 126,150 SH   DFND   0 126,150 0
IDEXX LABS INC COM 45168D104 14,047 219,000 SH   DFND   0 219,000 0
IHS INC CL A 451734107 6,946 54,000 SH   DFND   0 54,000 0
ILLUMINA INC COM 452327109 8,603 39,400 SH   DFND   0 39,400 0
INGREDION INC COM 457187102 1,580 19,800 SH   DFND   0 19,800 0
INTEL CORP COM 458140100 2,129 70,000 SH   DFND   0 70,000 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 5,310 22,000 SH   DFND   0 22,000 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 537 2,400 SH   DFND   0 2,400 0
INTUIT COM 461202103 4,414 43,800 SH   DFND   0 43,800 0
ITC HLDGS CORP COM 465685105 4,241 131,800 SH   DFND   0 131,800 0
ITT CORP NEW COM NEW 450911201 8,997 215,026 SH   DFND   0 215,026 0
J & J SNACK FOODS CORP COM 466032109 5,334 48,200 SH   DFND   0 48,200 0
J2 GLOBAL INC COM 48123V102 5,462 80,400 SH   DFND   0 80,400 0
JPMORGAN CHASE & CO COM 46625H100 11,926 176,000 SH   DFND   0 176,000 0
KANSAS CITY SOUTHERN COM NEW 485170302 8,637 94,700 SH   DFND   0 94,700 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,452 62,800 SH   DFND   0 62,800 0
KIRBY CORP COM 497266106 12,373 161,400 SH   DFND   0 161,400 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,966 69,000 SH   DFND   0 69,000 0
LANDSTAR SYS INC COM 515098101 2,260 33,800 SH   DFND   0 33,800 0
LAUDER ESTEE COS INC CL A 518439104 7,886 91,000 SH   DFND   0 91,000 0
LENDINGTREE INC NEW COM 52603B107 1,407 17,900 SH   DFND   0 17,900 0
LENNOX INTL INC COM 526107107 8,809 81,800 SH   DFND   0 81,800 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 147 25,630 SH   DFND   0 25,630 0
LINCOLN ELEC HLDGS INC COM 533900106 7,855 129,000 SH   DFND   0 129,000 0
LIONS GATE ENTMNT CORP COM NEW 535919203 5,557 150,000 SH   DFND   0 150,000 0
LKQ CORP COM 501889208 9,442 312,200 SH   DFND   0 312,200 0
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 598 9,000 SH   DFND   0 9,000 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,830 37,000 SH   DFND   0 37,000 0
M & T BK CORP COM 55261F104 4,023 32,200 SH   DFND   0 32,200 0
MACYS INC COM 55616P104 4,993 74,000 SH   DFND   0 74,000 0
MANHATTAN ASSOCS INC COM 562750109 1,742 29,200 SH   DFND   0 29,200 0
MASTERCARD INC CL A 57636Q104 12,012 128,500 SH   DFND   0 128,500 0
MAXIMUS INC COM 577933104 657 10,000 SH   DFND   0 10,000 0
MCCORMICK & CO INC COM NON VTG 579780206 1,085 13,400 SH   DFND   0 13,400 0
MCKESSON CORP COM 58155Q103 12,634 56,200 SH   DFND   0 56,200 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,977 33,000 SH   DFND   0 33,000 0
MEDIDATA SOLUTIONS INC COM 58471A105 3,965 73,000 SH   DFND   0 73,000 0
MEDIVATION INC COM 58501N101 10,621 93,000 SH   DFND   0 93,000 0
MEDNAX INC COM 58502B106 15,311 206,600 SH   DFND   0 206,600 0
MEDTRONIC PLC SHS G5960L103 5,409 73,000 SH   DFND   0 73,000 0
MERCK & CO INC NEW COM 58933Y105 2,721 47,800 SH   DFND   0 47,800 0
METTLER TOLEDO INTERNATIONAL COM 592688105 19,327 56,600 SH   DFND   0 56,600 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,019 143,000 SH   DFND   0 143,000 0
MICRON TECHNOLOGY INC COM 595112103 5,369 285,000 SH   DFND   0 285,000 0
MIDDLEBY CORP COM 596278101 15,286 136,200 SH   DFND   0 136,200 0
MONRO MUFFLER BRAKE INC COM 610236101 2,897 46,600 SH   DFND   0 46,600 0
MONSANTO CO NEW COM 61166W101 8,634 81,000 SH   DFND   0 81,000 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,897 44,000 SH   DFND   0 44,000 0
NETFLIX INC COM 64110L106 4,270 6,500 SH   DFND   0 6,500 0
NETSCOUT SYS INC COM 64115T104 568 15,500 SH   DFND   0 15,500 0
NEW JERSEY RES COM 646025106 1,521 55,200 SH   DFND   0 55,200 0
NEWMARKET CORP COM 651587107 8,789 19,800 SH   DFND   0 19,800 0
NIELSEN N V COM N63218106 4,880 109,000 SH   DFND   0 109,000 0
NIKE INC CL B 654106103 4,537 42,000 SH   DFND   0 42,000 0
NOBLE ENERGY INC COM 655044105 4,669 109,400 SH   DFND   0 109,400 0
NORDSON CORP COM 655663102 2,991 38,400 SH   DFND   0 38,400 0
NORTHWEST NAT GAS CO COM 667655104 1,004 23,800 SH   DFND   0 23,800 0
NORTHWESTERN CORP COM NEW 668074305 760 15,600 SH   DFND   0 15,600 0
NOVO-NORDISK A S ADR 670100205 9,172 167,500 SH   DFND   0 167,500 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,118 66,900 SH   DFND   0 66,900 0
OCEANEERING INTL INC COM 675232102 764 16,400 SH   DFND   0 16,400 0
ONEOK INC NEW COM 682680103 2,448 62,000 SH   DFND   0 62,000 0
OPEN TEXT CORP COM 683715106 2,639 65,100 SH   DFND   0 65,100 0
OSHKOSH CORP COM 688239201 2,755 65,000 SH   DFND   0 65,000 0
OXFORD INDS INC COM 691497309 1,784 20,400 SH   DFND   0 20,400 0
PACKAGING CORP AMER COM 695156109 1,700 27,200 SH   DFND   0 27,200 0
PANDORA MEDIA INC COM 698354107 2,253 145,000 SH   DFND   0 145,000 0
PAREXEL INTL CORP COM 699462107 3,187 49,550 SH   DFND   0 49,550 0
PARKER HANNIFIN CORP COM 701094104 3,583 30,800 SH   DFND   0 30,800 0
PARTNERRE LTD COM G6852T105 1,028 8,000 SH   DFND   0 8,000 0
PEPSICO INC COM 713448108 7,962 85,300 SH   DFND   0 85,300 0
PERRIGO CO PLC SHS G97822103 2,588 14,000 SH   DFND   0 14,000 0
PFIZER INC COM 717081103 2,964 88,388 SH   DFND   0 88,388 0
PIEDMONT NAT GAS INC COM 720186105 2,062 58,400 SH   DFND   0 58,400 0
PIONEER NAT RES CO COM 723787107 1,005 7,246 SH   DFND   0 7,246 0
POOL CORPORATION COM 73278L105 5,530 78,800 SH   DFND   0 78,800 0
PRA GROUP INC COM 69354N106 6,605 106,000 SH   DFND   0 106,000 0
PRAXAIR INC COM 74005P104 8,536 71,400 SH   DFND   0 71,400 0
PRICELINE GRP INC COM NEW 741503403 7,944 6,900 SH   DFND   0 6,900 0
PROASSURANCE CORP COM 74267C106 3,678 79,600 SH   DFND   0 79,600 0
PROSPERITY BANCSHARES INC COM 743606105 3,095 53,600 SH   DFND   0 53,600 0
PRUDENTIAL FINL INC COM 744320102 2,818 32,200 SH   DFND   0 32,200 0
QUALCOMM INC COM 747525103 5,950 95,000 SH   DFND   0 95,000 0
QUESTAR CORP COM 748356102 2,131 101,900 SH   DFND   0 101,900 0
RAYTHEON CO COM NEW 755111507 2,870 30,000 SH   DFND   0 30,000 0
RBC BEARINGS INC COM 75524B104 2,720 37,900 SH   DFND   0 37,900 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 964 9,500 SH   DFND   0 9,500 0
REPUBLIC SVCS INC COM 760759100 5,053 129,000 SH   DFND   0 129,000 0
RESTORATION HARDWARE HLDGS I COM 761283100 683 7,000 SH   DFND   0 7,000 0
REYNOLDS AMERICAN INC COM 761713106 6,346 85,000 SH   DFND   0 85,000 0
RLI CORP COM 749607107 6,855 133,400 SH   DFND   0 133,400 0
ROLLINS INC COM 775711104 18,465 647,200 SH   DFND   0 647,200 0
ROPER TECHNOLOGIES INC COM 776696106 19,798 114,800 SH   DFND   0 114,800 0
ROYAL BK CDA MONTREAL QUE COM 780087102 624 10,200 SH   DFND   0 10,200 0
RUSH ENTERPRISES INC CL A 781846209 2,839 108,300 SH   DFND   0 108,300 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 428 6,000 SH   DFND   0 6,000 0
SALESFORCE COM INC COM 79466L302 13,090 188,000 SH   DFND   0 188,000 0
SANOFI SPONSORED ADR 80105N105 3,021 61,000 SH   DFND   0 61,000 0
SBA COMMUNICATIONS CORP COM 78388J106 11,773 102,400 SH   DFND   0 102,400 0
SCHEIN HENRY INC COM 806407102 18,206 128,100 SH   DFND   0 128,100 0
SCHLUMBERGER LTD COM 806857108 5,878 68,200 SH   DFND   0 68,200 0
SCHWAB CHARLES CORP NEW COM 808513105 3,102 95,000 SH   DFND   0 95,000 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,388 91,000 SH   DFND   0 91,000 0
SIGMA ALDRICH CORP COM 826552101 13,364 95,900 SH   DFND   0 95,900 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,479 10,100 SH   DFND   0 10,100 0
SILGAN HOLDINGS INC COM 827048109 11,317 214,500 SH   DFND   0 214,500 0
SNAP ON INC COM 833034101 10,081 63,300 SH   DFND   0 63,300 0
SOUTH JERSEY INDS INC COM 838518108 5,535 223,800 SH   DFND   0 223,800 0
SOUTHWEST GAS CORP COM 844895102 2,373 44,600 SH   DFND   0 44,600 0
STARBUCKS CORP COM 855244109 16,084 300,000 SH   DFND   0 300,000 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 5,028 62,000 SH   DFND   0 62,000 0
STERICYCLE INC COM 858912108 17,301 129,200 SH   DFND   0 129,200 0
STERIS CORP COM 859152100 1,418 22,000 SH   DFND   0 22,000 0
STIFEL FINL CORP COM 860630102 7,223 125,100 SH   DFND   0 125,100 0
SYNAPTICS INC COM 87157D109 3,799 43,800 SH   DFND   0 43,800 0
SYNNEX CORP COM 87162W100 3,894 53,200 SH   DFND   0 53,200 0
SYNTEL INC COM 87162H103 1,007 21,200 SH   DFND   0 21,200 0
TANGER FACTORY OUTLET CTRS I COM 875465106 285 9,000 SH   DFND   0 9,000 0
TELEDYNE TECHNOLOGIES INC COM 879360105 19,372 183,600 SH   DFND   0 183,600 0
TESLA MTRS INC COM 88160R101 4,292 16,000 SH   DFND   0 16,000 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,614 44,237 SH   DFND   0 44,237 0
TEXAS ROADHOUSE INC COM 882681109 3,182 85,000 SH   DFND   0 85,000 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,970 38,300 SH   DFND   0 38,300 0
TIFFANY & CO NEW COM 886547108 4,360 47,500 SH   DFND   0 47,500 0
TJX COS INC NEW COM 872540109 24,284 367,000 SH   DFND   0 367,000 0
TOLL BROTHERS INC COM 889478103 3,246 85,000 SH   DFND   0 85,000 0
TORO CO COM 891092108 20,978 309,500 SH   DFND   0 309,500 0
TOWERS WATSON & CO CL A 891894107 742 5,900 SH   DFND   0 5,900 0
TRANSCANADA CORP COM 89353D107 1,056 26,000 SH   DFND   0 26,000 0
TRIMBLE NAVIGATION LTD COM 896239100 1,426 60,800 SH   DFND   0 60,800 0
TYLER TECHNOLOGIES INC COM 902252105 9,504 73,458 SH   DFND   0 73,458 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 17,716 107,800 SH   DFND   0 107,800 0
UNION PAC CORP COM 907818108 12,150 127,400 SH   DFND   0 127,400 0
UNITED TECHNOLOGIES CORP COM 913017109 12,546 113,100 SH   DFND   0 113,100 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,137 8,000 SH   DFND   0 8,000 0
URBAN OUTFITTERS INC COM 917047102 3,150 90,000 SH   DFND   0 90,000 0
V F CORP COM 918204108 3,961 56,800 SH   DFND   0 56,800 0
VAIL RESORTS INC COM 91879Q109 6,115 56,000 SH   DFND   0 56,000 0
VALMONT INDS INC COM 920253101 2,568 21,600 SH   DFND   0 21,600 0
VALSPAR CORP COM 920355104 13,451 164,400 SH   DFND   0 164,400 0
VCA INC COM 918194101 3,166 58,200 SH   DFND   0 58,200 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,496 75,000 SH   DFND   0 75,000 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,210 26,000 SH   DFND   0 26,000 0
VISA INC COM CL A 92826C839 10,207 152,000 SH   DFND   0 152,000 0
VISTA OUTDOOR INC COM 928377100 871 19,400 SH   DFND   0 19,400 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 94 11,532 SH   DFND   0 11,532 0
WABTEC CORP COM 929740108 12,628 134,000 SH   DFND   0 134,000 0
WASTE CONNECTIONS INC COM 941053100 22,724 482,250 SH   DFND   0 482,250 0
WELLS FARGO & CO NEW COM 949746101 5,748 102,200 SH   DFND   0 102,200 0
WELLS FARGO ADV GLB DIV OPP COM 94987C103 73 10,495 SH   DFND   0 10,495 0
WEX INC COM 96208T104 14,771 129,600 SH   DFND   0 129,600 0
WHOLE FOODS MKT INC COM 966837106 3,155 80,000 SH   DFND   0 80,000 0
WILEY JOHN & SONS INC CL A 968223206 381 7,000 SH   DFND   0 7,000 0
WOLVERINE WORLD WIDE INC COM 978097103 8,222 288,700 SH   DFND   0 288,700 0
WOODWARD INC COM 980745103 5,499 100,000 SH   DFND   0 100,000 0
YELP INC CL A 985817105 1,936 45,000 SH   DFND   0 45,000 0