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 |
| ALTRIA GROUP INC | COM | 02209S103 | 2,999 | 42,000 | SH | DFND | 42,000 | 0 | 0 | ||
| INTUIT INC | COM | 461202103 | 1,435 | 9,100 | SH | DFND | 9,100 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 3,410 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| EPLUS INC | COM | 294268107 | 752 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 2,891 | 42,900 | SH | DFND | 42,900 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 3,101 | 46,000 | SH | DFND | 46,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,049 | 18,000 | SH | DFND | 18,000 | 0 | 0 | ||
| POTASH CORP OF SASKATCHEWAN | COM | 73755L107 | 2,000 | 96,900 | SH | DFND | 96,900 | 0 | 0 | ||
| CHUBB LTD | COM | H1467J104 | 2,191 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| JETBLUE AIRWAYS CORP | COM | 477143101 | 1,523 | 68,200 | SH | DFND | 68,200 | 0 | 0 | ||
| BROADRIDGE FINANCIAL SOLUTIO | COM | 11133T103 | 1,086 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
| OLLIE'S BARGAIN OUTLET HOLDI | COM | 681116109 | 1,128 | 21,200 | SH | DFND | 21,200 | 0 | 0 | ||
| LAMB WESTON HOLDINGS INC | COM | 513272104 | 784 | 13,900 | SH | DFND | 13,900 | 0 | 0 | ||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 2,754 | 14,800 | SH | DFND | 14,800 | 0 | 0 | ||
| WRIGHT MEDICAL GROUP NV | COM | N96617118 | 2,353 | 106,000 | SH | DFND | 106,000 | 0 | 0 | ||
| QUEST DIAGNOSTICS INC | COM | 74834L100 | 925 | 9,400 | SH | DFND | 9,400 | 0 | 0 | ||
| ALPHABET INC-CL A | COM | 02079K305 | 4,950 | 4,700 | SH | DFND | 4,700 | 0 | 0 | ||
| BANK OF AMERICA CORP | COM | 060505104 | 5,343 | 181,000 | SH | DFND | 181,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 3,111 | 43,000 | SH | DFND | 43,000 | 0 | 0 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 4,825 | 126,000 | SH | DFND | 126,000 | 0 | 0 | ||
| SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 1,334 | 33,500 | SH | DFND | 33,500 | 0 | 0 | ||
| INTEGRA LIFESCIENCES HOLDING | COM | 457985208 | 1,789 | 37,400 | SH | DFND | 37,400 | 0 | 0 | ||
| PS BUSINESS PARKS INC/CA | COM | 69360J107 | 763 | 6,100 | SH | DFND | 6,100 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 2,149 | 30,000 | SH | DFND | 30,000 | 0 | 0 | ||
| FACEBOOK INC-A | COM | 30303M102 | 4,411 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HOLDIN | SHS | G66721104 | 3,945 | 74,100 | SH | DFND | 74,100 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 2,568 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| REPUBLIC SERVICES INC | COM | 760759100 | 4,550 | 67,300 | SH | DFND | 67,300 | 0 | 0 | ||
| EASTGROUP PROPERTIES INC | COM | 277276101 | 1,228 | 13,900 | SH | DFND | 13,900 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 1,645 | 13,000 | SH | DFND | 13,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 2,055 | 8,000 | SH | DFND | 8,000 | 0 | 0 | ||
| MONDELEZ INTERNATIONAL INC-A | COM | 609207105 | 3,043 | 71,100 | SH | DFND | 71,100 | 0 | 0 | ||
| APPLIED MATERIALS INC | COM | 038222105 | 1,584 | 31,000 | SH | DFND | 31,000 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 2,325 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| HEALTHCARE SERVICES GROUP | COM | 421906108 | 1,286 | 24,400 | SH | DFND | 24,400 | 0 | 0 | ||
| NAVIGATORS GROUP INC | COM | 638904102 | 1,217 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | 502 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 1,923 | 23,000 | SH | DFND | 23,000 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 1,073 | 8,900 | SH | DFND | 8,900 | 0 | 0 | ||
| STEWART INFORMATION SERVICES | COM | 860372101 | 1,514 | 35,795 | SH | DFND | 35,795 | 0 | 0 | ||
| BOTTOMLINE TECHNOLOGIES (DE) | COM | 101388106 | 1,560 | 45,000 | SH | DFND | 45,000 | 0 | 0 | ||
| PGT INNOVATIONS INC | COM | 69336V101 | 1,920 | 114,000 | SH | DFND | 114,000 | 0 | 0 | ||
| INOGEN INC | COM | 45780L104 | 1,190 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| SERVICE CORP INTERNATIONAL | COM | 817565104 | 1,634 | 43,800 | SH | DFND | 43,800 | 0 | 0 | ||
| ATMOS ENERGY CORP | COM | 049560105 | 1,674 | 19,500 | SH | DFND | 19,500 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 3,904 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 4,260 | 19,500 | SH | DFND | 19,500 | 0 | 0 | ||
| BARNES GROUP INC | COM | 067806109 | 822 | 13,000 | SH | DFND | 13,000 | 0 | 0 | ||
| ITRON INC | COM | 465741106 | 238 | 3,500 | SH | DFND | 3,500 | 0 | 0 | ||
| LANCASTER COLONY CORP | COM | 513847103 | 1,292 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| AQUA AMERICA INC | COM | 03836W103 | 592 | 15,100 | SH | DFND | 15,100 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 5,133 | 48,000 | SH | DFND | 48,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,098 | 59,600 | SH | DFND | 59,600 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,984 | 9,000 | SH | DFND | 9,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,325 | 10,500 | SH | DFND | 10,500 | 0 | 0 | ||
| MCDONALD'S CORP | COM | 580135101 | 4,216 | 24,500 | SH | DFND | 24,500 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 3,496 | 2,990 | SH | DFND | 2,990 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 3,528 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 932 | 22,000 | SH | DFND | 22,000 | 0 | 0 | ||
| AMEDISYS INC | COM | 023436108 | 1,170 | 22,200 | SH | DFND | 22,200 | 0 | 0 | ||
| EXLSERVICE HOLDINGS INC | COM | 302081104 | 1,508 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||