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
2U INC COM 90214J101 140,319 2,822,189 SH   DFND BC 01 02 0 2,645,189 177,000
ABBOTT LABS COM 002824100 291 4,023 SH   DFND BA 0 4,023 0
ABBVIE INC COM 00287Y109 70 754 SH   DFND 2 0 754 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 2,990 260,000 SH   DFND 2 0 260,000 0
ACCELERON PHARMA INC COM 00434H108 3,059 70,231 SH   DFND 01 02 BA 0 70,231 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 84 593 SH   DFND 2 0 593 0
ACTIVISION BLIZZARD INC COM 00507V109 11,905 255,628 SH   DFND 01 02 0 255,628 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 935 162,669 SH   DFND 2 0 162,669 0
ADOBE SYS INC COM 00724F101 6,866 30,348 SH   DFND BC 01 02 0 30,348 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,614 44,711 SH   DFND 02 BA 0 44,711 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,452 36,352 SH   DFND 2 0 36,352 0
AIR LEASE CORP CL A 00912X302 62,133 2,056,687 SH   DFND 01 02 0 1,992,387 64,300
ALBANY INTL CORP CL A 012348108 5,061 81,071 SH   DFND 2 0 72,680 8,391
ALEXANDER & BALDWIN COM 014491104 5,514 300,000 SH   DFND 2 0 300,000 0
ALEXANDERS INC COM 014752109 52,793 173,238 SH   DFND 01 02 5,000 155,263 11,190
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 115,659 1,003,633 SH   DFND 01 02 BA 0 921,633 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 156,287 1,140,197 SH   DFND BC 01 02 0 1,071,974 68,223
ALIGN TECHNOLOGY INC COM 016255101 86,968 415,259 SH   DFND 01 02 BA 0 397,659 12,600
ALPHABET INC CL A 02079K305 3,311 3,169 SH   DFND 01 02 0 3,169 0
ALPHABET INC CL C 02079K107 36,827 35,561 SH   DFND 01 02 0 35,561 0
ALTAIR ENGR INC COM CL A 021369103 54,464 1,974,757 SH   DFND 01 02 0 1,883,757 91,000
AMAZON COM INC COM 023135106 71,387 47,529 SH   DFND BC 01 02 0 47,529 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 58,852 4,129,931 SH   DFND 01 02 0 3,849,895 280,036
AMERICAN ASSETS TRUST INC COM 024013104 23,781 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 14,317 721,264 SH   DFND 01 02 0 621,264 100,000
AMERICAN TOWER CORP COM 03027X100 41,088 259,737 SH   DFND 01 02 0 259,737 0
AMERICOLD RLTY TR COM 03064D108 82,447 3,228,133 SH   DFND 01 02 0 3,228,133 0
ANAPLAN INC COM 03272L108 4,301 162,071 SH   DFND 2 0 162,071 0
ANAPTYSBIO INC COM 032724106 518 8,117 SH   DFND 01 02 0 8,117 0
ANSYS INC COM 03662Q105 361,781 2,531,001 SH   DFND 01 02 0 2,321,401 176,700
APPLE INC COM 037833100 6,498 41,193 SH   DFND 01 02 0 41,193 0
AQUANTIA CORP COM 03842Q108 4,388 500,338 SH   DFND 01 02 0 500,338 0
ARCH CAP GROUP LTD ORD G0450A105 620,238 23,212,503 SH   DFND 01 02 0 22,169,308 899,680
ARCO PLATFORM LTD COM CL A G04553106 8,271 373,900 SH   DFND 2 0 373,900 0
ARGENX SE SPONSORED ADR 04016X101 19,912 207,265 SH   DFND BC 02 BA 0 207,265 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,072 166,847 SH   DFND 02 BA 0 166,847 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 84 3,819 SH   DFND 1 0 3,819 0
ASML HOLDING N V NY REG SHS N07059210 6,685 42,958 SH   DFND 01 02 0 42,958 0
ASPEN TECHNOLOGY INC COM 045327103 90,908 1,106,204 SH   DFND 01 02 0 1,091,144 0
ASSEMBLY BIOSCIENCES INC COM 045396108 43 1,895 SH   DFND BA 0 1,895 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,965 183,389 SH   DFND 02 BA 0 183,389 0
AVALARA INC COM 05338G106 9,345 300,000 SH   DFND 2 0 300,000 0
AVALONBAY CMNTYS INC COM 053484101 107 617 SH   DFND 2 0 617 0
AXOGEN INC COM 05463X106 2,262 110,710 SH   DFND 02 BA 0 110,710 0
BAIDU INC SPON ADR REP A 056752108 63,241 398,747 SH   DFND 01 02 0 370,881 27,866
BANCO MACRO SA SPON ADR B 05961W105 14,580 329,712 SH   DFND 01 02 0 305,930 23,782
BENEFITFOCUS INC COM 08180D106 189,126 4,136,606 SH   DFND 01 02 0 3,852,906 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 306 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 38,024 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 221,971 1,533,798 SH   DFND 01 02 BA 0 1,415,398 94,500
BIOGEN IDEC INC COM 09062X103 3,062 10,175 SH   DFND 01 02 0 10,175 0
BJS RESTAURANTS INC COM 09180C106 18,964 375,000 SH   DFND 2 0 375,000 0
BLACKBERRY LTD COM 09228F103 1,221 171,714 SH   DFND 2 0 171,714 0
BLACKROCK INC COM 09247X101 117 298 SH   DFND 2 0 298 0
BLOOM ENERGY CORP COM CL A 093712107 30,715 3,077,655 SH   DFND 01 02 0 2,840,629 237,026
BOOKING HLDGS INC COM 09857L108 58,040 33,697 SH   DFND 01 02 0 32,197 0
BOSTON PROPERTIES INC COM 101121101 34 305 SH   DFND 2 0 305 0
BOSTON SCIENTIFIC CORP COM 101137107 258 7,314 SH   DFND BA 0 7,314 0
BOYD GAMING CORP COM 103304101 37,511 1,805,134 SH   DFND 01 02 0 1,805,134 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 339,486 3,046,080 SH   DFND 01 02 0 2,816,080 230,000
BRIGHTVIEW HLDGS INC COM 10948C107 4,683 458,700 SH   DFND 01 02 0 408,700 50,000
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 20,934 545,878 SH   DFND 01 02 0 545,878 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 14 892 SH   DFND 2 0 892 0
BROOKS AUTOMATION INC COM 114340102 3,142 120,000 SH   DFND 2 0 120,000 0
BWX TECHNOLOGIES INC COM 05605H100 22,319 583,810 SH   DFND 01 02 0 552,710 0
CACTUS INC CL A 127203107 1,450 52,900 SH   DFND 2 0 52,900 0
CAESARS ENTMT CORP COM 127686103 3,489 513,901 SH   DFND 01 02 0 513,901 0
CAMPING WORLD HLDGS INC CL A 13462K109 16,045 1,398,900 SH   DFND 2 0 1,398,900 0
CANTEL MEDICAL CORP COM 138098108 44,773 601,385 SH   DFND 02 BA 0 601,385 0
CAREDX INC COM 14167L103 10,144 403,492 SH   DFND 02 BA 0 403,492 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 51,138 3,246,881 SH   DFND 01 02 0 2,976,881 270,000
CARMAX INC COM 143130102 17,077 272,236 SH   DFND 01 02 0 261,636 0
CBOE HLDGS INC COM 12503M108 19,566 200,000 SH   DFND 2 0 200,000 0
CBRE GROUP INC CL A 12504L109 85,896 2,145,256 SH   DFND 01 02 0 2,078,256 0
CDW CORP COM 12514G108 31,957 394,289 SH   DFND 01 02 0 373,489 0
CERIDIAN HCM HLDG INC COM 15677J108 73,926 2,143,414 SH   DFND 01 02 0 2,084,751 0
CERUS CORP COM 157085101 6,692 1,320,000 SH   DFND 2 0 1,320,000 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 81 283 SH   DFND 2 0 283 0
CHEESECAKE FACTORY INC COM 163072101 34,808 800,000 SH   DFND 2 0 800,000 0
CHOICE HOTELS INTL INC COM 169905106 346,728 4,843,916 SH   DFND 01 02 20,000 4,248,616 544,900
CHURCH & DWIGHT INC COM 171340102 60,521 920,332 SH   DFND 01 02 0 830,457 89,875
CIMPRESS N V SHS EURO N20146101 1,418 13,707 SH   DFND 2 0 13,707 0
CISION LTD SHS G1992S109 84,640 7,234,146 SH   DFND 01 02 0 7,158,146 76,000
CME GROUP INC COM 12572Q105 11,264 59,878 SH   DFND 01 02 0 59,878 0
COGNEX CORP COM 192422103 71,539 1,850,000 SH   DFND 2 0 1,850,000 0
COHEN & STEERS INC COM 19247A100 91,592 2,668,751 SH   DFND 01 02 0 2,351,551 317,200
COHERENT INC COM 192479103 3,097 29,300 SH   DFND 2 0 29,300 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 15,729 153,022 SH   DFND 01 02 0 148,622 0
CONSTELLATION BRANDS INC COM 21036P108 81 503 SH   DFND 2 0 503 0
COOPER COS INC COM NEW 216648402 45,247 177,787 SH   DFND 01 02 BA 0 168,387 0
COPA HOLDINGS SA CL A P31076105 37,719 479,212 SH   DFND 01 02 0 446,208 33,004
COSTAR GROUP INC COM 22160N109 826,696 2,450,631 SH   DFND 01 02 0 2,290,106 148,625
COSTCO WHSL CORP NEW COM 22160K105 55 268 SH   DFND 2 0 268 0
CROWN CASTLE INTL CORP NEW COM 22822V101 90 824 SH   DFND 2 0 824 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,968 183,600 SH   DFND 01 02 0 183,600 0
CUBIC CORP COM 229669106 3,762 70,000 SH   DFND 2 0 70,000 0
CYRUSONE INC COM 23283R100 6,008 113,617 SH   DFND 01 02 0 113,617 0
D R HORTON INC COM 23331A109 19,079 550,453 SH   DFND 01 02 0 550,453 0
DANAHER CORP DEL COM 235851102 140 1,357 SH   DFND 2 0 1,357 0
DENALI THERAPEUTICS INC COM 24823R105 20,327 983,902 SH   DFND 01 02 0 902,902 81,000
DEXCOM INC COM 252131107 36,177 301,981 SH   DFND 01 02 BA 0 301,981 0
DICKS SPORTING GOODS INC COM 253393102 12,989 416,325 SH   DFND 2 0 366,000 50,325
DIGITAL RLTY TR INC COM 253868103 14,395 135,098 SH   DFND 01 02 0 135,098 0
DOMINOS PIZZA INC COM 25754A201 2,524 88,108 SH   DFND 2 0 88,108 0
DOUGLAS EMMETT INC COM 25960P109 209,299 6,132,408 SH   DFND 01 02 0 5,662,408 470,000
DUKE REALTY CORP COM 264411505 68 2,637 SH   DFND 2 0 2,637 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,744 37,500 SH   DFND 01 02 BA 0 37,500 0
ELANCO ANIMAL HEALTH INC COM 28414H103 300 9,505 SH   DFND 01 02 0 8,905 0
ELASTIC N V COM N14506104 131 1,831 SH   DFND 2 0 1,831 0
ELECTRONIC ARTS INC COM 285512109 8,567 108,570 SH   DFND 01 02 0 108,570 0
ELLIE MAE INC COM 28849P100 472 7,513 SH   DFND 1 0 7,513 0
EMERALD EXPOSITIONS EVENTS INC COM 29103B100 6,455 523,100 SH   DFND 2 0 523,100 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,557 60,000 SH   DFND 2 0 60,000 0
ENCANA CORP COM 292505104 1,992 344,653 SH   DFND 2 0 344,653 0
ENDAVA PLC ADS 29260V105 8,040 331,682 SH   DFND 2 0 331,682 0
ENERGY TRASNFER EQUITY L P COM UT LTD PTN 29273V100 901 68,200 SH   DFND 2 0 68,200 0
ENVESTNET INC COM 29404K106 4,841 98,410 SH   DFND 01 02 0 98,410 0
EOG RES INC COM 26875P101 608 6,968 SH   DFND 2 0 6,968 0
EPAM SYS INC COM 29414B104 9,344 80,544 SH   DFND 01 02 0 80,544 0
EQUINIX INC COM 29444U700 100,216 284,251 SH   DFND 01 02 0 276,851 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,143 73,539 SH   DFND 01 02 0 73,539 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 110 1,671 SH   DFND 2 0 1,671 0
ESCO TECHNOLOGIES INC COM 296315104 4,722 71,600 SH   DFND 2 0 71,600 0
ESPERION THERAPEUTICS INC COM 29664W105 4,600 100,000 SH   DFND 2 0 100,000 0
ESSENT GROUP LTD COM G3198U102 26,848 785,478 SH   DFND 01 02 0 719,978 65,500
ESSEX PPTY TR INC COM 297178105 66 268 SH   DFND 2 0 268 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 4,207 750,000 SH   DFND 2 0 750,000 0
EXPEDIA INC DEL COM 30212P303 43,596 387,008 SH   DFND 01 02 0 369,708 0
FACEBOOK INC. CL A 30303M102 10,936 83,425 SH   DFND 01 02 0 83,425 0
FACTSET RESH SYS INC COM 303075105 576,656 2,881,406 SH   DFND 01 02 0 2,714,306 143,000
FASTENAL CO COM 311900104 56,394 1,078,494 SH   DFND 01 02 0 1,063,494 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 46,482 534,889 SH   DFND 01 02 0 506,589 0
FLEETCOR TECHNOLOGIES INC COM 339041105 40,736 219,343 SH   DFND 01 02 0 207,643 0
FLEXION THERAPEUTICS INC COM 33938J106 4,358 385,000 SH   DFND 2 0 385,000 0
FLOOR & DECOR HLDGS INC CL A 339750101 52,342 2,020,922 SH   DFND 01 02 0 2,020,922 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 69,379 806,267 SH   DFND 01 02 0 748,992 57,275
FORESCOUT TECHNOLOGIES INC COM 34553D101 5,458 210,000 SH   DFND 2 0 210,000 0
GAMING & LEISURE PPTYS INC COM 36467J108 336,965 10,429,127 SH   DFND 01 02 0 9,729,477 699,650
GARTNER INC COM 366651107 886,721 6,936,178 SH   DFND BC 01 02 0 6,552,003 291,975
GCI LIBERTY INC CL A 36164V305 5,643 137,104 SH   DFND 01 02 0 137,104 0
GDS HLDGS LTD SPONSORED ADR 36165L108 10,197 441,628 SH   DFND 01 02 0 441,628 0
GLOBANT S A COM L44385109 1,953 34,680 SH   DFND 2 0 34,680 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,902 271,235 SH   DFND 2 0 271,235 0
GOLDMAN SACHS GROUP INC COM 38141G104 134 800 SH   DFND   800 0 0
GTT COMMUNICATIONS INC COM 362393100 59,150 2,500,000 SH   DFND 2 0 2,500,000 0
GUARDANT HEALTH INC COM 40131M109 21,238 564,998 SH   DFND BC 02 BA 0 564,998 0
GUIDEWIRE SOFTWARE INC COM 40171V100 531,657 6,626,666 SH   DFND BC 01 02 0 6,306,966 244,000
HCA HEALTHCARE INC COM 40412C101 247 1,985 SH   DFND BA 0 1,985 0
HCP INC COM 40414l109 40 1,437 SH   DFND 2 0 1,437 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,028 19,576 SH   DFND BC 02 0 19,576 0
HEALTHEQUITY INC COM 42226A107 56,914 954,136 SH   DFND 01 02 BA 0 954,136 0
HEICO CORP NEW CL A 422806208 15,033 238,613 SH   DFND 01 02 0 238,613 0
HEICO CORP NEW COM 422806109 9,762 125,993 SH   DFND 01 02 0 125,993 0
HILTON GRAND VACATIONS INC COM 43283X105 19,170 726,424 SH   DFND 01 02 0 726,424 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 9,462 131,778 SH   DFND 01 02 0 131,778 0
HOME DEPOT INC COM 437076102 20,817 121,154 SH   DFND 01 02 2,000 119,154 0
HOST HOTELS & RESORTS INC COM 44107P104 45 2,696 SH   DFND 2 0 2,696 0
HOULIHAN LOKEY INC CL A 441593100 44,899 1,220,069 SH   DFND 01 02 0 1,169,069 51,000
HUDSON LTD COM CL A G46408103 55,737 3,250,000 SH   DFND 2 0 3,250,000 0
HUDSON PAC PPTYS INC COM 444097109 34 1,181 SH   DFND 2 0 1,181 0
HUMANA INC COM 444859102 310 1,083 SH   DFND BA 0 1,083 0
HYATT HOTELS CORP COM CL A 448579102 313,699 4,640,524 SH   DFND 01 02 0 4,273,549 337,375
IAC INTERACTIVECORP COM 44919P508 27,952 152,708 SH   DFND BC 01 02 0 146,208 0
ICHOR HOLDINGS SHS G4740B105 5,216 320,000 SH   DFND 2 0 320,000 0
ICON PLC SHS G4705A100 100,794 780,078 SH   DFND 01 02 BA 0 780,078 0
IDEX CORP COM 45167R104 60,750 481,147 SH   DFND 01 02 0 455,447 0
IDEXX LABS INC COM 45168D104 768,491 4,131,230 SH   DFND 01 02 BA 0 3,865,230 207,400
IHS MARKIT LTD SHS G47567105 79 1,645 SH   DFND 2 0 1,645 0
ILLINOIS TOOL WKS INC COM 452308109 61 483 SH   DFND 2 0 483 0
ILLUMINA INC COM 452327109 127,787 426,056 SH   DFND 01 02 BA 0 407,956 0
INGEVITY CORP COM 45688C107 29,291 350,000 SH   DFND 2 0 350,000 0
INSTALLED BLDG PRODS INC COM 45780R101 47,166 1,400,000 SH   DFND 2 0 1,400,000 0
INSULET CORP COM 45784P101 120 1,515 SH   DFND BA 0 1,515 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 3,044 55,701 SH   DFND 2 0 55,701 0
INTERSECT ENT INC COM 46071F103 11,149 395,650 SH   DFND 02 BA 0 395,650 0
INTERXION HOLDING N.V SHS N47279109 32,596 601,841 SH   DFND 01 02 0 601,841 0
INTRICON CORP COM 46121H109 4,076 154,501 SH   DFND 02 BA 0 154,501 0
INTUITIVE SURGICAL INC COM 46120E602 16,670 34,808 SH   DFND 01 02 BA 0 34,808 0
INVITATION HOMES INC COM 46187W107 3,356 167,148 SH   DFND 01 02 0 167,148 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 172,054 9,325,420 SH   DFND 01 02 0 8,417,420 908,000
ITAU UNIBANCO HLDG SA COM 465562106 68,511 7,495,712 SH   DFND 01 02 0 6,969,422 526,290
JOHN BEAN TECHNOLOGIES CORP COM 477839104 59,121 823,300 SH   DFND 01 02 0 823,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 55 3,044 SH   DFND 2 0 3,044 0
KILROY RLTY CORP COM 49427F108 46 736 SH   DFND 2 0 736 0
KINSALE CAP GROUP INC COM 49714P108 80,083 1,441,374 SH   DFND 01 02 0 1,318,133 123,241
KORNIT DIGITAL LTD SHS M6372Q113 3,613 193,000 SH   DFND 2 0 193,000 0
LAUDER ESTEE COS INC CL A 518439104 50 388 SH   DFND 2 0 388 0
LENDINGTREE INC COM 52603B107 28,132 128,125 SH   DFND 01 02 0 115,950 12,175
LENNAR CORP COM 526057104 8,004 204,432 SH   DFND 01 02 0 204,432 0
LIBERTY BROADBAND CORP COM SER A 530307107 7,181 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 48,679 675,820 SH   DFND 01 02 0 654,620 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 5,498 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 23,025 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 40,678 1,100,000 SH   DFND 2 0 1,100,000 0
LIMONEIRA CO COM 532746104 5,865 300,000 SH   DFND 2 0 300,000 0
LITTELFUSE INC COM 537008104 60,759 354,324 SH   DFND 01 02 0 339,324 15,000
LIVANOVA PLC SHS G5509L101 100 1,088 SH   DFND BA 0 1,088 0
LIVERAMP HLDGS INC COM 53815P108 54,721 1,416,548 SH   DFND 01 02 0 1,416,548 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 29,543 2,654,378 SH   DFND 01 02 0 2,468,327 186,051
LOWES COS INC COM 548661107 23,170 250,863 SH   DFND 01 02 0 250,863 0
LUXFER HOLDINGS PLC SHS G5698W116 4,231 240,000 SH   DFND 2 0 240,000 0
MADISON SQUARE GARDEN CO CL A 55825T103 60,233 225,000 SH   DFND 2 0 225,000 0
MAGNOLIA OIL & GAS CORP CL A 559663109 952 84,900 SH   DFND 2 0 84,900 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 257,000 13,540,591 SH   DFND 01 02 0 12,489,841 1,050,750
MANHATTAN ASSOCS INC COM 562750109 2,250 53,100 SH   DFND 1 0 53,100 0
MARATHON PETE CORP COM 56585A102 1,516 25,692 SH   DFND 2 0 25,692 0
MARKETAXESS HLDGS INC COM 57060D108 63,471 300,370 SH   DFND 01 02 0 285,770 0
MARRIOTT INTL INC CL A 571903202 9,173 84,499 SH   DFND 01 02 0 84,499 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 228,745 3,244,146 SH   DFND 01 02 0 3,025,946 218,200
MASCO CORP COM 574599106 10,450 357,375 SH   DFND 01 02 0 357,375 0
MASTERCARD INC CL A 57636Q104 23,290 123,456 SH   DFND BC 01 02 0 123,456 0
MAXIMUS INC COM 577933104 144,472 2,219,574 SH   DFND 01 02 0 2,021,599 175,875
MEDICAL PPTYS TRUST INC COM 58463J304 27 1,706 SH   DFND 2 0 1,706 0
MEDTRONIC PLC SHS G5960L103 234 2,575 SH   DFND BA 0 2,575 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 17,939 194,183 SH   DFND 01 02 0 194,183 0
MERCADOLIBRE INC COM 58733R102 1,356 4,629 SH   DFND 2 0 4,629 0
MERCURY SYS INC COM 589378108 62,688 1,325,600 SH   DFND 2 0 1,325,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 310,898 549,698 SH   DFND 01 02 BA 0 519,098 16,600
MGM GROWTH PPTYS LLC CL A COM 55303A105 23,929 906,062 SH   DFND 01 02 0 906,062 0
MGM RESORTS INTERNATIONAL COM 552953101 26,055 1,073,999 SH   DFND 01 02 0 1,073,999 0
MICROSOFT CORP COM 594918104 23,538 231,742 SH   DFND BC 01 02 0 231,742 0
MIDDLEBY CORP COM 596278101 883 8,600 SH   DFND 2 0 8,600 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 2,596 533,145 SH   DFND 2 0 533,145 0
MOELIS & CO CL A 60786M105 65,144 1,894,814 SH   DFND 01 02 0 1,814,814 80,000
MOMO INC AD 60879B107 22,746 957,726 SH   DFND 01 02 0 888,336 69,390
MOODYS CORP COM 615369105 135 963 SH   DFND 2 0 963 0
MORNINGSTAR INC COM 617700109 160,072 1,457,321 SH   DFND 01 02 0 1,320,821 136,500
MPLX LP COM UNIT REP LTP 55336V100 651 21,500 SH   DFND 2 0 21,500 0
MSCI INC CL A 55354G100 332,181 2,253,142 SH   DFND 01 02 0 2,072,142 181,000
MYOVANT SCIENCES LTD COM G637AM102 2,297 140,000 SH   DFND 2 0 140,000 0
MYRIAD GENETICS INC COM 62855J104 10,685 367,564 SH   DFND 2 0 367,564 0
NEOGEN CORP COM 640491106 33,789 592,794 SH   DFND 2 0 530,117 62,677
NETFLIX INC COM 64110L106 5,342 19,959 SH   DFND 01 02 0 19,959 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,242 31,403 SH   DFND 02 BA 0 31,403 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 27,651 504,486 SH   DFND 01 02 0 468,098 36,388
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 644 22,338 SH   DFND 2 0 22,338 0
NOKIA CORP SPONSORED ADR 654902204 42,507 7,303,622 SH   DFND 01 02 0 6,848,017 455,605
NORDSON CORP COM 655663102 17,902 150,000 SH   DFND 2 0 150,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 39,206 924,878 SH   DFND 01 02 0 924,878 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,961 130,000 SH   DFND 2 0 130,000 0
NOVANTA INC COM 67000B104 3,465 55,000 SH   DFND 2 0 55,000 0
NVIDIA CORP COM 67066G104 10,476 78,475 SH   DFND 01 02 0 78,475 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 76,224 1,917,596 SH   DFND 01 02 0 1,766,696 150,900
OKTA INC CL A 679295105 1,183 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 55,600 835,964 SH   DFND 01 02 0 792,841 43,123
ON ASSIGNMENT INC COM 00191U102 93,200 1,710,100 SH   DFND 01 02 0 1,710,100 0
OPERA LTD SPONSORED ADS 68373M107 4,296 772,592 SH   DFND BC 02 0 772,592 0
ORION ENGINEERED CARBONS S A COM L72967109 25,280 1,000,000 SH   DFND 2 0 1,000,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 63,397 3,384,758 SH   DFND 01 02 0 3,175,870 208,888
PAR TECHNOLOGY CORP COM 698884103 3,407 156,625 SH   DFND BC 02 0 156,625 0
PARK HOTELS RESORTS INC COM 700517105 5,567 214,295 SH   DFND 01 02 0 214,295 0
PARTY CITY HOLDCO INC COM 702149105 35,928 3,600,000 SH   DFND 2 0 3,600,000 0
PEBBLEBROOK HOTEL TR COM 70509V100 29 1,028 SH   DFND 2 0 1,028 0
PEGASYSTEMS INC COM 705573103 57,097 1,193,759 SH   DFND 01 02 0 1,193,759 0
PENN NATL GAMING INC COM 707569109 150,970 8,017,549 SH   DFND 01 02 0 7,318,808 698,741
PERFORMANCE FOOD GROUP CO COM 71377A103 48,790 1,511,944 SH   DFND 01 02 0 1,395,044 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 115,875 8,906,577 SH   DFND 01 02 0 8,291,262 615,315
PINDUODUO INC SPONSORED ADS 722304102 15,129 674,215 SH   DFND 01 02 0 631,399 42,816
PLANET FITNESS INC CL A 72703H101 44,076 822,000 SH   DFND 2 0 822,000 0
POTBELLY CORP COM 73754Y100 3,622 450,000 SH   DFND 2 0 450,000 0
PRA HEALTH SCIENCES INC COM 69354M108 87,763 954,364 SH   DFND 01 02 0 954,364 0
PRICE T ROWE GROUP INC COM 74144T108 33,051 358,010 SH   DFND 01 02 4,000 335,130 0
PRIMERICA INC COM 74164M108 243,180 2,488,790 SH   DFND 01 02 0 2,261,965 226,825
PROCTER & GAMBLE CO COM 742718109 165 1,796 SH   DFND   1,796 0 0
PROLOGIS INC COM 74340W103 10,108 172,138 SH   DFND 01 02 0 172,138 0
PROOFPOINT INC COM 743424103 2,627 31,339 SH   DFND 01 02 0 31,339 0
PUBLIC STORAGE COM 74460D109 45 222 SH   DFND 2 0 222 0
QAD INC CL A 74727D306 2,950 75,000 SH   DFND 2 0 75,000 0
QAD INC CL B 74727D207 590 20,000 SH   DFND 2 0 20,000 0
QTS RLTY TR INC COM CL A 74736A103 2,306 62,252 SH   DFND 2 0 62,252 0
QUALCOMM INC COM 747525103 228 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 33,484 448,000 SH   DFND 2 0 448,000 0
RA MED SYS INC COM 74933X104 4,050 509,431 SH   DFND 2 0 509,431 0
RAVEN INDS INC COM 754212108 24,320 672,000 SH   DFND 2 0 672,000 0
RBC BEARINGS INC COM 75524B104 32,775 250,000 SH   DFND 2 0 250,000 0
RED HAT INC COM 756577102 7,344 41,811 SH   DFND 01 02 0 41,811 0
RED LION HOTELS CORP COM 756764106 2,460 300,000 SH   DFND 2 0 300,000 0
RED ROCK RESORTS INC CL A 75700L108 181,380 8,930,577 SH   DFND 01 02 0 8,675,577 255,000
REXFORD INDL RLTY INC COM 76169C100 52 1,756 SH   DFND 2 0 1,756 0
RINGCENTRAL INC CL A 76680R206 8,875 107,649 SH   DFND 01 02 0 107,649 0
ROBERT HALF INTL INC COM 770323103 5,967 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 40,539 1,122,967 SH   DFND 01 02 0 1,063,717 0
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ROYAL CARIBBEAN CRUISES LTD COM V7780T103 13,537 138,429 SH   DFND 01 02 0 138,429 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 2,855 40,025 SH   DFND 2 0 40,025 0
S&P GLOBAL INC COM 78409V104 5,250 30,891 SH   DFND 01 02 0 30,891 0
SAGE THERAPEUTICS INC COM 78667J108 32,694 341,309 SH   DFND 01 02 BA 0 331,009 0
SALESFORCE.COM INC COM 79466L302 4,779 34,889 SH   DFND 01 02 0 34,889 0
SASOL LTD SPONSORED ADR 803866300 22,481 767,531 SH   DFND 01 02 0 715,502 52,029
SBA COMMUNICATIONS CORP COM 78410G104 189,172 1,168,522 SH   DFND 01 02 0 1,140,922 0
SCHWAB CHARLES CORP NEW COM 808513105 272,985 6,573,194 SH   DFND 01 02 187,250 6,038,544 220,000
SERVICENOW INC COM 81762P102 6,195 34,792 SH   DFND 01 02 0 34,792 0
SHERWIN WILLIAMS CO COM 824348106 7,868 19,997 SH   DFND 01 02 0 19,997 0
SHUTTERFLY INC COM 82568P304 40,260 1,000,000 SH   DFND 2 0 1,000,000 0
SIENTRA INC COM 82621J105 4,806 378,100 SH   DFND 2 0 378,100 0
SIMON PPTY GROUP INC NEW COM 828806109 77 460 SH   DFND 2 0 460 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 85,216 1,541,812 SH   DFND 01 02 0 1,541,812 0
SL GREEN RLTY CORP COM 78440X101 7,923 100,192 SH   DFND 2 0 100,192 0
SMITH A O COM 831865209 25,536 598,044 SH   DFND 01 02 0 566,644 0
SMUCKER J M CO COM 832696405 23 251 SH   DFND   251 0 0
SONY CORP ADR 835699307 2,714 56,223 SH   DFND 2 0 56,223 0
SPLUNK INC COM 848637104 11,070 105,580 SH   DFND 01 02 0 105,580 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,440 21,500 SH   DFND 2 0 21,500 0
SPROUTS FMRS MKT INC COM 85208M102 705 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 279,097 6,187,035 SH   DFND 01 02 0 5,660,835 470,000
STAMPS COM INC COM NEW 852857200 3,349 21,520 SH   DFND 01 02 0 21,520 0
STARS GROUP INC COM 85570w100 2,116 128,070 SH   DFND 2 0 128,070 0
STONECO LTD COM CL A G85158106 16,152 875,941 SH   DFND BC 01 02 0 815,495 60,446
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 2,926 175,000 SH   DFND 2 0 175,000 0
SUMMIT MATLS INC CL A 86614U100 31,620 2,550,000 SH   DFND 2 0 2,550,000 0
SUN CMNTYS INC COM 866674104 76 747 SH   DFND 2 0 747 0
SUN HYDRAULICS CORP COM 866942105 25,722 775,000 SH   DFND 2 0 775,000 0
SUNCOR ENERGY INC NEW COM 867224107 1,491 53,304 SH   DFND 2 0 53,304 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 126,776 3,434,720 SH   DFND 01 02 0 3,192,751 241,969
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,394 62,117 SH   DFND 01 02 0 62,117 0
TAL ED GROUP ADS REPSTG COM 874080104 1,476 55,307 SH   DFND BC 02 0 55,307 0
TARGA RES CORP COM 87612G101 900 25,000 SH   DFND 2 0 25,000 0
TE CONNECTIVITY LTD REG SHS H84989104 109 1,436 SH   DFND 2 0 1,436 0
TELADOC INC COM 87918A105 76,387 1,541,000 SH   DFND 2 0 1,541,000 0
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TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 5,288 400,000 SH   DFND 01 02 0 371,619 28,381
TESLA MOTORS INC COM 88160R101 553,701 1,663,764 SH   DFND BC 01 02 225,000 1,363,100 75,664
TEXAS INSTRS INC COM 882508104 36 381 SH   DFND 2 0 381 0
THE TRADE DESK INC COM CL A 88339J105 103,331 890,328 SH   DFND BC 01 02 0 890,328 0
THERAPEUTICSMD INC COM 88338N107 7,048 1,850,000 SH   DFND 2 0 1,850,000 0
TIFFANY & CO NEW COM 886547108 27,177 337,566 SH   DFND 01 02 3,000 316,727 0
TORO CO COM 891092108 34,662 620,286 SH   DFND 01 02 0 587,286 0
TPI COMPOSITES INC COM 87266J104 11,845 481,900 SH   DFND 2 0 481,900 0
TRANSDIGM GROUP INC COM 893641100 110,519 325,000 SH   DFND 2 0 325,000 0
TRANSUNION COM 89400J107 80,765 1,421,924 SH   DFND 01 02 0 1,346,324 0
TREX CO INC COM 89531P105 124,851 2,103,293 SH   DFND 01 02 0 1,994,493 108,800
TWITTER INC COM 90184L102 55 1,902 SH   DFND BC 0 1,902 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 125,432 512,240 SH   DFND 01 02 0 505,340 0
UNDER ARMOUR INC CL A 904311107 32,345 1,830,528 SH   DFND 01 02 0 1,702,628 127,900
UNDER ARMOUR INC CL C 904311206 582 36,000 SH   DFND 2 0 36,000 0
UNITEDHEALTH GROUP INC COM 91324P102 727 2,917 SH   DFND 02 BA 0 2,917 0
UNIVAR INC COM 91336L107 44,350 2,500,000 SH   DFND 2 0 2,500,000 0
UPWORK INC COM 91688F104 497 27,470 SH   DFND 2 0 27,470 0
VAIL RESORTS INC COM 91879Q109 1,029,579 4,883,688 SH   DFND 01 02 0 4,310,888 534,500
VALERO ENERGY CORP COM 91913Y100 892 11,900 SH   DFND 2 0 11,900 0
VARONIS SYS INC COM 922280102 6,614 125,034 SH   DFND 01 02 0 125,034 0
VEEVA SYS INC CL A COM 922475108 58,466 654,566 SH   DFND 01 02 BA 0 627,766 0
VERISIGN INC COM 92343E102 106,096 715,464 SH   DFND 01 02 0 677,264 0
VERISK ANALYTICS INC CL A 92345Y106 166,883 1,530,476 SH   DFND 01 02 0 1,455,976 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,401 86,907 SH   DFND 01 02 BA 0 86,907 0
VIEWRAY INC COM 92672L107 7,439 1,225,593 SH   DFND 02 BA 0 1,225,593 0
VISA INC COM CL A 92826C839 19,857 150,504 SH   DFND 01 02 0 150,504 0
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VORNADO RLTY TR SH BEN INT 929042109 34 548 SH   DFND 2 0 548 0
WASTE CONNECTIONS INC COM 94106B101 120,656 1,625,000 SH   DFND 2 0 1,625,000 0
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WELLTOWER INC COM 95040Q104 27 396 SH   DFND 2 0 396 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 160,544 1,637,703 SH   DFND 01 02 BA 0 1,522,403 79,000
WEX INC COM 96208T104 63,027 450,000 SH   DFND 2 0 450,000 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 60,947 401,339 SH   DFND 01 02 0 379,939 0
WINGSTOP INC COM 974155103 22,466 350,000 SH   DFND 2 0 350,000 0
WIX COM LTD SHS M98068105 188,507 2,086,636 SH   DFND BC 01 02 0 2,010,957 52,753
WORLDPAY INC CL A 981558109 76,729 1,003,907 SH   DFND 01 02 0 958,007 0
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YANDEX N V SHS CLASS A N97284108 30,206 1,104,409 SH   DFND 01 02 0 1,026,309 78,100
YEXT INC COM 98585N106 37,477 2,523,709 SH   DFND BC 02 0 2,523,709 0
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YY INC ADS REPCOM CLA 98426T106 28,232 471,634 SH   DFND 01 02 0 439,492 32,142
ZAI LAB LTD ADR 98887Q104 45,837 1,974,013 SH   DFND 01 02 BA 0 1,842,706 131,307
ZILLOW GROUP INC CL A 98954M101 63,491 2,020,066 SH   DFND BC 01 02 0 2,020,066 0
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