The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| AMAZON COM INC | COM | 023135106 | 148,188 | 533,646 | SH | DFND | 1 | 533,646 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 8,895 | 32,033 | SH | SOLE | 32,033 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,154 | 92,927 | SH | SOLE | 92,927 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 91,397 | 1,249,110 | SH | DFND | 1 | 1,249,110 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,300 | 72,437 | SH | SOLE | 72,437 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 561,240 | 1,415,378 | SH | DFND | 1 | 1,415,378 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 70,584 | 178,005 | SH | SOLE | 178,005 | 0 | 0 | ||
| ATMEL CORP | COM | 049513104 | 21,860 | 2,978,198 | SH | DFND | 1 | 2,978,198 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 19,451 | 205,611 | SH | DFND | 1 | 205,611 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,163 | 12,297 | SH | SOLE | 12,297 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 48,086 | 1,759,469 | SH | DFND | 1 | 1,759,469 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 392,745 | 11,621,392 | SH | DFND | 1 | 11,621,392 | 0 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 22,686 | 671,279 | SH | SOLE | 671,279 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 639,803 | 13,091,945 | SH | DFND | 1 | 13,091,945 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 65,932 | 1,349,139 | SH | SOLE | 1,349,139 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 311,721 | 2,516,926 | SH | DFND | 1 | 2,516,926 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 33,177 | 267,880 | SH | SOLE | 267,880 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 17,216 | 991,709 | SH | DFND | 1 | 991,709 | 0 | 0 | |
| CIRRUS LOGIC INC | COM | 172755100 | 891 | 51,321 | SH | SOLE | 51,321 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 56,517 | 780,727 | SH | DFND | 1 | 780,727 | 0 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 5,532 | 76,425 | SH | SOLE | 76,425 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 9,607 | 201,666 | SH | DFND | 1 | 201,666 | 0 | 0 | |
| DISCOVER FINL SVCS | COM | 254709108 | 788 | 16,548 | SH | SOLE | 16,548 | 0 | 0 | ||
| DOMTAR CORP | COM NEW | 257559203 | 1,159 | 17,429 | SH | SOLE | 17,429 | 0 | 0 | ||
| DONNELLEY R R & SONS CO | COM | 257867101 | 20,726 | 1,479,405 | SH | DFND | 1 | 1,479,405 | 0 | 0 | |
| DONNELLEY R R & SONS CO | COM | 257867101 | 159 | 11,384 | SH | SOLE | 11,384 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 801,737 | 4,340,284 | SH | DFND | 1 | 4,340,284 | 0 | 0 | |
| EQUINIX INC | COM NEW | 29444U502 | 47,236 | 255,719 | SH | SOLE | 255,719 | 0 | 0 | ||
| FUSION-IO INC | COM | 36112J107 | 10,741 | 754,305 | SH | DFND | 1 | 754,305 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 34,137 | 818,049 | SH | DFND | 1 | 818,049 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 1,999 | 47,914 | SH | SOLE | 47,914 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 341,238 | 387,607 | SH | DFND | 1 | 387,607 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 39,666 | 45,056 | SH | SOLE | 45,056 | 0 | 0 | ||
| GREEN MTN COFFEE ROASTERS IN | COM | 393122106 | 201,512 | 2,679,044 | SH | DFND | 1 | 2,679,044 | 0 | 0 | |
| GREEN MTN COFFEE ROASTERS IN | COM | 393122106 | 28,013 | 372,419 | SH | SOLE | 372,419 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 32,237 | 3,770,398 | SH | DFND | 1 | 3,770,398 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 1,588 | 185,703 | SH | SOLE | 185,703 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 122,693 | 1,887,299 | SH | DFND | 1 | 1,887,299 | 0 | 0 | |
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 14,710 | 226,277 | SH | SOLE | 226,277 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 144,464 | 285,427 | SH | DFND | 1 | 285,427 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 12,419 | 24,537 | SH | SOLE | 24,537 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 22,756 | 468,900 | SH | DFND | 1 | 468,900 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 181,280 | 3,680,818 | SH | DFND | 1 | 3,680,818 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 15,307 | 310,805 | SH | SOLE | 310,805 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 63,024 | 1,190,714 | SH | DFND | 1 | 1,190,714 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,710 | 70,101 | SH | SOLE | 70,101 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 10,732 | 509,122 | SH | DFND | 1 | 509,122 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 617,987 | 8,409,134 | SH | DFND | 1 | 8,409,134 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 51,573 | 759,660 | SH | DFND | 1 | 759,660 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 54,224 | 737,845 | SH | SOLE | 737,845 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,999 | 44,176 | SH | SOLE | 44,176 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 157,380 | 882,667 | SH | DFND | 1 | 882,667 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 14,336 | 80,403 | SH | SOLE | 80,403 | 0 | 0 | ||
| LOGITECH INTL S A | SHS | H50430232 | 7,934 | 1,125,376 | SH | DFND | 1 | 1,125,376 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 42,847 | 865,594 | SH | DFND | 1 | 865,594 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 7,774 | 125,354 | SH | DFND | 1 | 125,354 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 479 | 7,716 | SH | SOLE | 7,716 | 0 | 0 | ||
| MOLYCORP INC DEL | COM | 608753109 | 6,916 | 1,115,505 | SH | DFND | 1 | 1,115,505 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 202,366 | 958,674 | SH | DFND | 1 | 958,674 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 22,619 | 107,154 | SH | SOLE | 107,154 | 0 | 0 | ||
| NEWS CORP | CL A | 65248E104 | 351,682 | 10,794,423 | SH | DFND | 1 | 10,794,423 | 0 | 0 | |
| NEWS CORP | CL A | 65248E104 | 35,161 | 1,079,229 | SH | SOLE | 1,079,229 | 0 | 0 | ||
| NII HLDGS INC | CL B NEW | 62913F201 | 22,749 | 3,415,697 | SH | DFND | 1 | 3,415,697 | 0 | 0 | |
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 33,952 | 1,845,227 | SH | DFND | 1 | 1,845,227 | 0 | 0 | |
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 2,923 | 158,858 | SH | SOLE | 158,858 | 0 | 0 | ||
| NUTRI SYS INC NEW | COM | 67069D108 | 7,479 | 634,902 | SH | DFND | 1 | 634,902 | 0 | 0 | |
| PITNEY BOWES INC | COM | 724479100 | 14,533 | 989,971 | SH | DFND | 1 | 989,971 | 0 | 0 | |
| POLYCOM INC | COM | 73172K104 | 21,581 | 2,049,497 | SH | DFND | 1 | 2,049,497 | 0 | 0 | |
| PRICELINE COM INC | COM NEW | 741503403 | 421,892 | 510,351 | SH | DFND | 1 | 510,351 | 0 | 0 | |
| PRICELINE COM INC | COM NEW | 741503403 | 21,827 | 26,403 | SH | SOLE | 26,403 | 0 | 0 | ||
| QUINSTREET INC | COM | 74874Q100 | 4,545 | 526,593 | SH | DFND | 1 | 526,593 | 0 | 0 | |
| RACKSPACE HOSTING INC | COM | 750086100 | 39,080 | 1,031,399 | SH | DFND | 1 | 1,031,399 | 0 | 0 | |
| RACKSPACE HOSTING INC | COM | 750086100 | 5,853 | 154,469 | SH | SOLE | 154,469 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 182,108 | 3,790,767 | SH | DFND | 1 | 3,790,767 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 15,226 | 316,935 | SH | SOLE | 316,935 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 180,221 | 3,768,741 | SH | DFND | 1 | 3,768,741 | 0 | 0 | |
| RED HAT INC | COM | 756577102 | 18,065 | 377,767 | SH | SOLE | 377,767 | 0 | 0 | ||
| RESEARCH IN MOTION LTD | COM | 760975102 | 64,323 | 6,149,438 | SH | DFND | 1 | 6,149,438 | 0 | 0 | |
| RESEARCH IN MOTION LTD | COM | 760975102 | 1,482 | 141,721 | SH | SOLE | 141,721 | 0 | 0 | ||
| SIRIUS XM RADIO INC | COM | 82967N108 | 135,886 | 40,563,060 | SH | DFND | 1 | 40,563,060 | 0 | 0 | |
| SIRIUS XM RADIO INC | COM | 82967N108 | 7,878 | 2,351,604 | SH | SOLE | 2,351,604 | 0 | 0 | ||
| STEC INC | COM | 784774101 | 8,063 | 1,199,889 | SH | DFND | 1 | 1,199,889 | 0 | 0 | |
| SUPERVALU INC | COM | 868536103 | 46,643 | 7,498,848 | SH | DFND | 1 | 7,498,848 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 69,844 | 650,559 | SH | DFND | 1 | 650,559 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 6,359 | 59,232 | SH | SOLE | 59,232 | 0 | 0 | ||
| THE ADT CORPORATION | COM | 00101J106 | 16,112 | 404,314 | SH | DFND | 1 | 404,314 | 0 | 0 | |
| THE ADT CORPORATION | COM | 00101J106 | 965 | 24,217 | SH | SOLE | 24,217 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 628,397 | 10,868,168 | SH | DFND | 1 | 10,868,168 | 0 | 0 | |
| TIME WARNER INC | COM NEW | 887317303 | 58,214 | 1,006,814 | SH | SOLE | 1,006,814 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 130,058 | 1,156,275 | SH | DFND | 1 | 1,156,275 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 7,714 | 68,579 | SH | SOLE | 68,579 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 189,968 | 3,120,887 | SH | DFND | 1 | 3,120,887 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 11,851 | 194,686 | SH | SOLE | 194,686 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 137,307 | 3,074,499 | SH | DFND | 1 | 3,074,499 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 7,961 | 178,254 | SH | SOLE | 178,254 | 0 | 0 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 144,816 | 2,813,053 | SH | DFND | 1 | 2,813,053 | 0 | 0 | |
| WHOLE FOODS MKT INC | COM | 966837106 | 14,468 | 281,035 | SH | SOLE | 281,035 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 69,873 | 2,527,048 | SH | DFND | 1 | 2,527,048 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 4,639 | 167,772 | SH | SOLE | 167,772 | 0 | 0 | ||