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 53,520 1,421,890 SH   DFND 01 02 0 1,421,890 0
SMITH A O COM 831865209 15,411 326,778 SH   DFND 01 02 0 310,988 0
ABBOTT LABS COM 002824100 555 6,596 SH   DFND BA 0 6,596 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 5,949 260,000 SH   DFND 2 0 260,000 0
ACCELERON PHARMA INC COM 00434H108 8,273 201,384 SH   DFND 01 02 BA 0 201,384 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 175 946 SH   DFND 2 0 946 0
ACTIVISION BLIZZARD INC COM 00507V109 8,478 179,616 SH   DFND 01 02 0 179,616 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 694 172,669 SH   DFND 2 0 172,669 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 31,723 656,800 SH   DFND BC 02 BA 0 607,891 48,909
ADOBE SYS INC COM 00724F101 9,359 31,763 SH   DFND 01 02 0 31,763 0
AERIE PHARMACEUTICALS INC COM 00771V108 8,133 275,226 SH   DFND 2 0 275,226 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,471 46,481 SH   DFND 2 0 46,481 0
AIR LEASE CORP CL A 00912X302 70,600 1,707,792 SH   DFND 01 02 0 1,659,242 48,550
ALBANY INTL CORP CL A 012348108 9,242 111,471 SH   DFND 2 0 100,380 11,091
ALCON INC ORD SHS H01301128 290 4,679 SH   DFND BA 0 4,679 0
Alector Inc COM 014442107 4,632 243,787 SH   DFND 01 02 BA 0 221,787 22,000
ALEXANDER & BALDWIN COM 014491104 4,273 185,000 SH   DFND 2 0 185,000 0
ALEXANDERS INC COM 014752109 62,831 169,675 SH   DFND 01 02 5,000 152,238 10,700
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 147,003 1,041,910 SH   DFND 01 02 BA 0 959,910 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 271,872 1,604,438 SH   DFND BC 01 02 0 1,503,067 101,371
ALIGN TECHNOLOGY INC COM 016255101 74,392 271,803 SH   DFND 01 02 BA 0 254,339 12,600
ALPHABET INC CL A 02079K305 3,318 3,064 SH   DFND 01 02 0 3,064 0
ALPHABET INC CL C 02079K107 42,722 39,524 SH   DFND 01 02 0 39,524 0
ALTAIR ENGR INC COM CL A 021369103 79,760 1,974,757 SH   DFND 01 02 0 1,883,757 91,000
AMAZON COM INC COM 023135106 87,842 46,388 SH   DFND BC 01 02 0 46,388 0
AMERICAN ASSETS TRUST INC COM 024013104 27,895 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 17,534 721,264 SH   DFND 01 02 0 621,264 100,000
AMERICAN TOWER CORP COM 03027X100 16,388 80,156 SH   DFND 01 02 0 80,156 0
AMERICOLD RLTY TR COM 03064D108 112,309 3,464,189 SH   DFND BC 01 02 0 3,464,189 0
AMPHENOL CORP NEW COM 032095101 26,552 276,759 SH   DFND 01 02 0 264,308 0
ANAPLAN INC COM 03272L108 4,190 83,018 SH   DFND 2 0 83,018 0
ANGI HOMESERVICES INC COM 00183L102 18,975 1,458,504 SH   DFND BC 01 02 0 1,388,305 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 32,246 1,810,563 SH   DFND 01 02 0 1,677,812 132,751
ANSYS INC COM 03662Q105 532,683 2,600,736 SH   DFND 01 02 0 2,391,422 176,700
APPLE INC COM 037833100 222 1,122 SH   DFND 01 02 0 1,122 0
ARCH CAP GROUP LTD ORD G0450A105 830,010 22,384,293 SH   DFND 01 02 0 21,415,939 840,100
ARCO PLATFORM LTD COM CL A G04553106 12,277 280,430 SH   DFND 2 0 280,430 0
ARGENX SE SPONSORED ADR 04016X101 26,579 187,732 SH   DFND BC 02 BA 0 187,732 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,394 165,794 SH   DFND 02 BA 0 165,794 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 105 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 109,692 1,810,100 SH   DFND 01 02 0 1,810,100 0
ASML HOLDING N V NY REG SHS N07059210 8,932 42,958 SH   DFND 01 02 0 42,958 0
ASPEN TECHNOLOGY INC COM 045327103 149,971 1,206,716 SH   DFND 01 02 0 1,187,056 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,517 157,869 SH   DFND 02 BA 0 157,869 0
AVALONBAY CMNTYS INC COM 053484101 92 454 SH   DFND 2 0 454 0
AXOGEN INC COM 05463X106 4,952 250,084 SH   DFND 2 0 250,084 0
BENEFITFOCUS INC COM 08180D106 112,510 4,144,001 SH   DFND 01 02 0 3,860,301 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 318 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 42,072 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 326,979 1,568,320 SH   DFND 01 02 BA 0 1,450,569 94,500
BJS RESTAURANTS INC COM 09180C106 26,364 600,000 SH   DFND 2 0 600,000 0
BLACKBERRY LTD COM 09228F103 1,624 217,714 SH   DFND 2 0 217,714 0
BLACKROCK INC COM 09247X101 145 310 SH   DFND 2 0 310 0
BLOOM ENERGY CORP COM CL A 093712107 29,433 2,398,785 SH   DFND 01 02 0 2,398,785 0
BOOKING HLDGS INC COM 09857L108 58,922 31,430 SH   DFND 01 02 0 30,043 0
BOSTON PROPERTIES INC COM 101121101 49 381 SH   DFND 2 0 381 0
BOYD GAMING CORP COM 103304101 57,734 2,143,058 SH   DFND 01 02 0 2,143,058 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 450,894 2,988,627 SH   DFND 01 02 0 2,770,627 218,000
BRIGHTVIEW HLDGS INC COM 10948C107 17,518 936,284 SH   DFND 01 02 0 881,513 54,771
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 21,991 460,263 SH   DFND 01 02 0 460,263 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 107 2,482 SH   DFND 2 0 2,482 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 24 1,251 SH   DFND 2 0 1,251 0
BWX TECHNOLOGIES INC COM 05605H100 34,116 654,814 SH   DFND 01 02 0 624,559 0
CANTEL MEDICAL CORP COM 138098108 52,416 650,000 SH   DFND 2 0 650,000 0
CAREDX INC COM 14167L103 18,346 509,765 SH   DFND 01 02 BA 0 509,765 0
CARMAX INC COM 143130102 6,229 71,733 SH   DFND 1 0 71,733 0
CATALENT INC COM 148806102 81 1,500 SH   DFND BA 0 1,500 0
CBRE GROUP INC CL A 12504L109 116,311 2,267,263 SH   DFND 01 02 0 2,202,083 0
CDW CORP COM 12514G108 50,527 455,202 SH   DFND 01 02 0 433,610 0
CERIDIAN HCM HLDG INC COM 15677J108 128,621 2,562,171 SH   DFND 01 02 0 2,485,053 0
CERUS CORP COM 157085101 10,285 1,830,000 SH   DFND 2 0 1,830,000 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 112 283 SH   DFND 2 0 283 0
CHOICE HOTELS INTL INC COM 169905106 425,606 4,891,465 SH   DFND 01 02 20,000 4,296,991 544,900
CHURCH & DWIGHT INC COM 171340102 42,679 584,157 SH   DFND 01 02 0 539,157 45,000
CISION LTD SHS G1992S109 79,045 6,738,678 SH   DFND 01 02 0 6,738,678 0
CLARIVATE ANALYTICS PLC COM G21810109 61,520 4,000,000 SH   DFND 2 0 4,000,000 0
CME GROUP INC COM 12572Q105 11,551 59,506 SH   DFND 01 02 0 59,506 0
COGNEX CORP COM 192422103 81,566 1,700,000 SH   DFND 2 0 1,700,000 0
COHEN & STEERS INC COM 19247A100 137,281 2,668,751 SH   DFND 01 02 0 2,351,551 317,200
COHERENT INC COM 192479103 1,405 10,300 SH   DFND 2 0 10,300 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 2,771 26,853 SH   DFND 01 02 0 26,853 0
CONSTELLATION BRANDS INC COM 21036P108 209 1,060 SH   DFND 2 0 1,060 0
COPA HOLDINGS SA CL A P31076105 75,738 776,239 SH   DFND 01 02 0 722,067 54,172
COSTAR GROUP INC COM 22160N109 1,339,509 2,417,624 SH   DFND 01 02 0 2,273,655 132,153
COSTCO WHSL CORP NEW COM 22160K105 80 304 SH   DFND 2 0 304 0
COUPA SOFTWARE INC COM 22266L106 620 4,900 SH   DFND 2 0 4,900 0
COVETRUS INC COM 22304C100 27,356 1,118,415 SH   DFND 02 BA 0 1,074,415 44,000
CROWDSTRIKE HLDGS INC COM 22788C105 17,072 250,000 SH   DFND BC 01 02 0 239,959 0
CROWN CASTLE INTL CORP NEW COM 22822V101 63 480 SH   DFND 2 0 480 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,094 219,280 SH   DFND 01 02 0 219,280 0
CUBIC CORP COM 229669106 9,994 155,000 SH   DFND 2 0 155,000 0
D R HORTON INC COM 23331A109 15,580 361,229 SH   DFND 01 02 0 361,229 0
DANAHER CORP DEL COM 235851102 208 1,458 SH   DFND 2 0 1,458 0
DENALI THERAPEUTICS INC COM 24823R105 20,442 984,662 SH   DFND 01 02 0 903,662 81,000
DEXCOM INC COM 252131107 74,957 500,244 SH   DFND 01 02 BA 0 491,959 0
DICKS SPORTING GOODS INC COM 253393102 9,169 264,760 SH   DFND 2 0 242,500 22,260
DOMINOS PIZZA INC COM 25754A201 1,298 49,108 SH   DFND 2 0 49,108 0
DOUGLAS EMMETT INC COM 25960P109 238,184 5,978,522 SH   DFND 01 02 0 5,508,522 470,000
DR REDDYS LABS LTD ADR 256135203 12,379 330,360 SH   DFND 01 02 0 294,975 35,385
DUKE REALTY CORP COM 264411505 86 2,708 SH   DFND 2 0 2,708 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,945 32,179 SH   DFND 01 02 BA 0 32,179 0
ELASTIC N V COM N14506104 1,080 14,472 SH   DFND 2 0 14,472 0
ELECTRONIC ARTS INC COM 285512109 11,730 115,838 SH   DFND 01 02 0 115,838 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 9,420 195,000 SH   DFND 2 0 195,000 0
ENCANA CORP COM 292505104 2,756 537,153 SH   DFND 2 0 537,153 0
ENDAVA PLC ADS 29260V105 56,245 1,397,732 SH   DFND 2 0 1,397,732 0
ENVESTNET INC COM 29404K106 6,728 98,410 SH   DFND 01 02 0 98,410 0
EPAM SYS INC COM 29414B104 16,284 94,073 SH   DFND 01 02 0 94,073 0
EQUINIX INC COM 29444U700 130,490 258,759 SH   DFND 01 02 0 251,560 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,304 60,196 SH   DFND 01 02 0 60,196 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 91 1,200 SH   DFND 2 0 1,200 0
ESCO TECHNOLOGIES INC COM 296315104 7,155 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 8,769 188,500 SH   DFND 2 0 188,500 0
ESSENT GROUP LTD COM G3198U102 37,145 790,478 SH   DFND 01 02 0 724,978 65,500
ESSEX PPTY TR INC COM 297178105 78 268 SH   DFND 2 0 268 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,782 580,000 SH   DFND 2 0 580,000 0
EXACT SCIENCES CORP COM 30063P105 94 800 SH   DFND BA 0 800 0
EXPEDIA INC DEL COM 30212P303 41,487 311,860 SH   DFND 01 02 0 297,009 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 84 4,950 SH   DFND 2 0 4,950 0
FACEBOOK INC. CL A 30303M102 21,897 113,454 SH   DFND BC 01 02 0 113,454 0
FACTSET RESH SYS INC COM 303075105 834,310 2,911,466 SH   DFND 01 02 0 2,751,021 137,000
FASTENAL CO COM 311900104 32,715 1,003,824 SH   DFND 01 02 0 978,375 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 55,536 568,729 SH   DFND 01 02 0 541,198 0
FIVERR INTL LTD ORD SHS M4R82T106 11,040 371,710 SH   DFND 2 0 371,710 0
FLEETCOR TECHNOLOGIES INC COM 339041105 66,815 237,904 SH   DFND 01 02 0 226,522 0
FLOOR & DECOR HLDGS INC CL A 339750101 96,128 2,294,232 SH   DFND 01 02 0 2,294,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 60,762 628,028 SH   DFND 01 02 0 581,822 46,206
FORESCOUT TECHNOLOGIES INC COM 34553D101 10,801 319,000 SH   DFND 2 0 319,000 0
FORESTAR GROUP INC COM 346232101 3,580 183,141 SH   DFND 01 02 0 183,141 0
FUTU HLDGS LTD SPONSORED ADS 36118L106 1,952 184,638 SH   DFND BC 02 0 184,638 0
GAMING & LEISURE PPTYS INC COM 36467J108 380,407 9,759,040 SH   DFND 01 02 0 9,059,390 699,650
GARTNER INC COM 366651107 1,062,603 6,602,481 SH   DFND 01 02 0 6,224,211 288,575
GCI LIBERTY INC CL A 36164V305 6,303 102,550 SH   DFND 01 02 0 102,550 0
GDS HLDGS LTD SPONSORED ADR 36165L108 83,179 2,213,976 SH   DFND 01 02 0 2,124,308 89,668
GLOBANT S A COM L44385109 3,616 35,781 SH   DFND 2 0 35,781 0
GOLAR LNG LTD BERMUDA SHS G9456A100 3,114 168,500 SH   DFND 2 0 168,500 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 30,828 5,698,359 SH   DFND 01 02 0 5,280,236 418,123
GTT COMMUNICATIONS INC COM 362393100 39,600 2,250,000 SH   DFND 2 0 2,250,000 0
GUARDANT HEALTH INC COM 40131M109 35,080 406,351 SH   DFND 02 BA 0 406,351 0
GUIDEWIRE SOFTWARE INC COM 40171V100 676,593 6,673,828 SH   DFND 01 02 0 6,354,442 244,000
HCA HEALTHCARE INC COM 40412C101 268 1,985 SH   DFND BA 0 1,985 0
HCP INC COM 40414l109 15 481 SH   DFND 2 0 481 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,887 37,577 SH   DFND BC 01 02 0 37,577 0
HEALTHEQUITY INC COM 42226A107 59,216 905,436 SH   DFND 01 02 BA 0 905,436 0
HEICO CORP NEW CL A 422806208 24,665 238,613 SH   DFND 01 02 0 238,613 0
HEICO CORP NEW COM 422806109 16,859 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 42,929 925,000 SH   DFND 2 0 925,000 0
HILTON GRAND VACATIONS INC COM 43283X105 9,046 284,274 SH   DFND 01 02 0 284,274 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 689 7,049 SH   DFND 01 02 0 7,049 0
HOME DEPOT INC COM 437076102 7,083 34,057 SH   DFND 01 02 2,000 32,057 0
HOST HOTELS & RESORTS INC COM 44107P104 57 3,106 SH   DFND 2 0 3,106 0
HOULIHAN LOKEY INC CL A 441593100 58,870 1,322,019 SH   DFND 01 02 0 1,268,069 53,950
HUDSON LTD COM CL A G46408103 41,370 3,000,000 SH   DFND 2 0 3,000,000 0
HUDSON PAC PPTYS INC COM 444097109 11,993 360,476 SH   DFND 01 02 0 360,476 0
HUMANA INC COM 444859102 385 1,450 SH   DFND BA 0 1,450 0
HYATT HOTELS CORP COM CL A 448579102 345,202 4,534,371 SH   DFND 01 02 0 4,172,407 333,168
IAC INTERACTIVECORP COM 44919P508 62,266 286,243 SH   DFND BC 01 02 0 275,398 0
ICHOR HOLDINGS SHS G4740B105 8,510 360,000 SH   DFND 2 0 360,000 0
ICON PLC SHS G4705A100 116,290 755,278 SH   DFND 01 02 BA 0 755,278 0
IDEX CORP COM 45167R104 88,536 514,323 SH   DFND 01 02 0 489,321 0
IDEXX LABS INC COM 45168D104 1,085,169 3,941,338 SH   DFND 01 02 BA 0 3,698,330 186,000
IHS MARKIT LTD SHS G47567105 224 3,516 SH   DFND 2 0 3,516 0
ILLINOIS TOOL WKS INC COM 452308109 52 344 SH   DFND 2 0 344 0
ILLUMINA INC COM 452327109 166,557 452,415 SH   DFND 01 02 BA 0 434,807 0
INFLARX NV COM N44821101 125 39,617 SH   DFND 2 0 39,617 0
INGEVITY CORP COM 45688C107 42,068 400,000 SH   DFND 2 0 400,000 0
INSPIRE MED SYS INC COM 457730109 20,619 339,970 SH   DFND 02 BA 0 339,970 0
INSTALLED BLDG PRODS INC COM 45780R101 96,926 1,636,712 SH   DFND 01 02 0 1,636,712 0
INSULET CORP COM 45784P101 372 3,112 SH   DFND BA 0 3,112 0
INTERSECT ENT INC COM 46071F103 4,324 190,000 SH   DFND 2 0 190,000 0
INTERXION HOLDING N.V SHS N47279109 29,573 388,660 SH   DFND 01 02 0 388,660 0
INTUITIVE SURGICAL INC COM 46120E602 18,895 36,021 SH   DFND 01 02 BA 0 36,021 0
INVITATION HOMES INC COM 46187W107 10,803 404,162 SH   DFND 01 02 0 404,162 0
IQVIA HLDGS INC COM 46266C105 303 1,882 SH   DFND 02 BA 0 1,882 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 269,692 11,594,684 SH   DFND 01 02 0 10,692,184 902,500
JBG SMITH PPTYS COM 46590V100 7,553 191,990 SH   DFND 01 02 0 191,990 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 99,726 823,300 SH   DFND 01 02 0 823,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 63 3,044 SH   DFND 2 0 3,044 0
KILROY RLTY CORP COM 49427F108 7,028 95,217 SH   DFND 01 02 0 95,217 0
KINSALE CAP GROUP INC COM 49714P108 141,330 1,544,929 SH   DFND BC 01 02 0 1,421,688 123,241
KORNIT DIGITAL LTD SHS M6372Q113 9,276 293,000 SH   DFND 2 0 293,000 0
LENDINGTREE INC COM 52603B107 53,900 128,325 SH   DFND 01 02 0 116,150 12,175
LENNAR CORP COM 526057104 12,386 255,599 SH   DFND 01 02 0 255,599 0
LEXINFINTECH HLDGS LTD ADR 528877103 22,876 2,049,778 SH   DFND 01 02 0 1,899,332 150,446
LIBERTY BROADBAND CORP COM SER A 530307107 10,284 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 75,323 722,727 SH   DFND 01 02 0 700,660 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,634 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 28,057 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 41,778 1,100,000 SH   DFND 2 0 1,100,000 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 57 497 SH   DFND BA 0 497 0
LIMONEIRA CO COM 532746104 6,480 325,000 SH   DFND 2 0 325,000 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 969 54,000 SH   DFND 1 0 54,000 0
LITTELFUSE INC COM 537008104 61,799 349,324 SH   DFND 01 02 0 334,324 15,000
LIVERAMP HLDGS INC COM 53815P108 59,686 1,231,142 SH   DFND 01 02 0 1,231,142 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 15,867 1,356,159 SH   DFND 01 02 0 1,257,735 98,424
LOWES COS INC COM 548661107 1,918 19,007 SH   DFND 01 02 0 19,007 0
LUXFER HOLDINGS PLC SHS G5698W116 5,885 240,000 SH   DFND 2 0 240,000 0
LYFT INC CL A COM 55087P104 1,662 25,293 SH   DFND 01 02 0 25,293 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 237,952 13,161,086 SH   DFND 01 02 0 12,148,086 1,013,000
MANHATTAN ASSOCS INC COM 562750109 3,681 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 98,860 307,574 SH   DFND 01 02 0 293,371 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 304,899 3,162,849 SH   DFND 01 02 0 2,940,849 222,000
MASCO CORP COM 574599106 23,919 609,553 SH   DFND 01 02 0 609,553 0
MASTERCARD INC CL A 57636Q104 30,669 115,937 SH   DFND 01 02 0 115,937 0
MAXIMUS INC COM 577933104 53,812 741,819 SH   DFND 01 02 0 724,867 0
MEDICAL PPTYS TRUST INC COM 58463J304 11 603 SH   DFND 2 0 603 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 19,972 180,468 SH   DFND 01 02 0 180,468 0
MERCADOLIBRE INC COM 58733R102 57,726 94,359 SH   DFND 01 02 0 88,832 5,527
MERCK & CO INC COM 58933Y105 319 3,805 SH   DFND BA 0 3,805 0
MERCURY SYS INC COM 589378108 88,331 1,255,600 SH   DFND 2 0 1,255,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 443,439 527,903 SH   DFND 01 02 BA 0 499,583 14,700
MGM GROWTH PPTYS LLC CL A COM 55303A105 28,678 935,666 SH   DFND 01 02 0 935,666 0
MGM RESORTS INTERNATIONAL COM 552953101 33,756 1,181,509 SH   DFND 01 02 0 1,181,509 0
MICROSOFT CORP COM 594918104 30,469 227,447 SH   DFND 01 02 0 227,447 0
MOELIS & CO CL A 60786M105 66,224 1,894,814 SH   DFND 01 02 0 1,814,814 80,000
MOMO INC AD 60879B107 29,986 837,604 SH   DFND 01 02 0 777,407 60,197
MOODYS CORP COM 615369105 207 1,062 SH   DFND 2 0 1,062 0
MORNINGSTAR INC COM 617700109 210,781 1,457,280 SH   DFND 01 02 0 1,320,780 136,500
MSCI INC CL A 55354G100 536,819 2,248,078 SH   DFND 01 02 0 2,067,078 181,000
MYOVANT SCIENCES LTD COM G637AM102 1,520 168,000 SH   DFND 2 0 168,000 0
MYRIAD GENETICS INC COM 62855J104 15,140 545,000 SH   DFND 2 0 545,000 0
NEOGEN CORP COM 640491106 62,756 1,010,394 SH   DFND 01 02 0 945,317 65,077
NETFLIX INC COM 64110L106 7,121 19,387 SH   DFND BC 01 02 0 19,387 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,651 31,403 SH   DFND 02 BA 0 31,403 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 33,399 345,819 SH   DFND 01 02 0 320,811 25,008
NOKIA CORP SPONSORED ADR 654902204 72,926 14,556,093 SH   DFND 01 02 0 13,537,492 1,018,601
NORDSON CORP COM 655663102 21,196 150,000 SH   DFND 2 0 150,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 60,111 1,120,843 SH   DFND 01 02 0 1,120,843 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 6,653 260,000 SH   DFND 2 0 260,000 0
NOVANTA INC COM 67000B104 5,916 62,731 SH   DFND 2 0 62,731 0
NVIDIA CORP COM 67066G104 7,325 44,604 SH   DFND 01 02 0 44,604 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 66,301 1,338,323 SH   DFND 01 02 0 1,229,223 109,100
OKTA INC CL A 679295105 2,290 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 71,950 825,964 SH   DFND 01 02 0 785,964 40,000
ONESPAWORLD HOLDINGS LIMITED COM P73684113 15,500 1,000,000 SH   DFND 2 0 1,000,000 0
OPERA LTD SPONSORED ADS 68373M107 3,637 348,359 SH   DFND 2 0 348,359 0
ORION ENGINEERED CARBONS S A COM L72967109 21,410 1,000,000 SH   DFND 2 0 1,000,000 0
OWENS CORNING NEW COM 690742101 7,747 133,114 SH   DFND 01 02 0 133,114 0
PAGERDUTY INC COM 69553P100 14,115 300,000 SH   DFND 2 0 300,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 129,715 3,328,592 SH   DFND 01 02 0 3,119,919 208,673
PAR TECHNOLOGY CORP COM 698884103 7,956 282,135 SH   DFND BC 02 0 282,135 0
PARK HOTELS RESORTS INC COM 700517105 1,977 71,717 SH   DFND 01 02 0 71,717 0
PARTY CITY HOLDCO INC COM 702149105 10,995 1,500,000 SH   DFND 2 0 1,500,000 0
PAYPAL HLDGS INC COM 70450Y103 4,003 34,975 SH   DFND 01 02 0 34,975 0
PEBBLEBROOK HOTEL TR COM 70509V100 37 1,304 SH   DFND 2 0 1,304 0
PEGASYSTEMS INC COM 705573103 85,005 1,193,727 SH   DFND 01 02 0 1,193,727 0
PENN NATL GAMING INC COM 707569109 164,703 8,551,553 SH   DFND 01 02 0 7,852,812 698,741
PERFORMANCE FOOD GROUP CO COM 71377A103 60,523 1,511,944 SH   DFND 01 02 0 1,395,044 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 116,120 7,457,924 SH   DFND 01 02 0 6,927,163 530,761
PINDUODUO INC SPONSORED ADS 722304102 1,561 75,667 SH   DFND 2 0 75,667 0
PLANET FITNESS INC CL A 72703H101 57,952 800,000 SH   DFND 2 0 800,000 0
PRA HEALTH SCIENCES INC COM 69354M108 94,625 954,364 SH   DFND 01 02 0 954,364 0
PRIMERICA INC COM 74164M108 298,052 2,484,800 SH   DFND 01 02 0 2,261,500 223,300
PROLOGIS INC COM 74340W103 12,363 154,349 SH   DFND 01 02 0 154,349 0
PROOFPOINT INC COM 743424103 3,796 31,569 SH   DFND 01 02 0 31,569 0
QTS RLTY TR INC COM CL A 74736A103 2,450 53,046 SH   DFND 01 02 0 53,046 0
QUALCOMM INC COM 747525103 304 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 25,253 290,000 SH   DFND 2 0 290,000 0
RA MED SYS INC COM 74933X104 1,844 509,431 SH   DFND 2 0 509,431 0
RAVEN INDS INC COM 754212108 27,386 763,253 SH   DFND 2 0 763,253 0
RBC BEARINGS INC COM 75524B104 41,702 250,000 SH   DFND 2 0 250,000 0
RED HAT INC COM 756577102 6,389 34,026 SH   DFND 01 02 0 34,026 0
RED ROCK RESORTS INC CL A 75700L108 204,987 9,543,154 SH   DFND 01 02 0 9,288,154 255,000
REVANCE THERAPEUTICS INC COM 761330109 8,239 635,200 SH   DFND 2 0 635,200 0
REVOLVE GROUP INC COM 76156B107 17,250 500,000 SH   DFND 2 0 500,000 0
REXFORD INDL RLTY INC COM 76169C100 12,220 302,706 SH   DFND 2 0 302,706 0
RINGCENTRAL INC CL A 76680R206 11,871 103,302 SH   DFND 01 02 0 103,302 0
ROBERT HALF INTL INC COM 770323103 5,947 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 42,939 1,197,066 SH   DFND 01 02 0 1,139,426 0
ROPER INDUSTRIES INC NEW COM 776696106 106,946 291,996 SH   DFND 01 02 0 278,085 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,367 184,534 SH   DFND 01 02 0 184,534 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 3,401 53,025 SH   DFND 2 0 53,025 0
S&P GLOBAL INC COM 78409V104 7,060 30,994 SH   DFND 01 02 0 30,994 0
SAGE THERAPEUTICS INC COM 78667J108 77,807 424,964 SH   DFND BC 01 02 BA 0 413,206 0
SALESFORCE.COM INC COM 79466L302 4,679 30,839 SH   DFND 01 02 0 30,839 0
SASOL LTD SPONSORED ADR 803866300 20,461 823,390 SH   DFND 01 02 0 763,383 60,007
SBA COMMUNICATIONS CORP COM 78410G104 256,333 1,140,067 SH   DFND 01 02 0 1,113,962 0
SERVICENOW INC COM 81762P102 6,547 23,843 SH   DFND 01 02 0 23,843 0
SIENTRA INC COM 82621J105 9,092 1,476,000 SH   DFND 2 0 1,476,000 0
SILK ROAD MEDICAL INC COM 82710m100 12,789 263,913 SH   DFND 02 BA 0 263,913 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 138,428 1,997,517 SH   DFND 01 02 0 1,997,517 0
SL GREEN RLTY CORP COM 78440X101 8,037 100,000 SH   DFND 2 0 100,000 0
SONY CORP ADR 835699307 1,688 32,223 SH   DFND 2 0 32,223 0
SPLUNK INC COM 848637104 16,794 133,552 SH   DFND 01 02 0 133,552 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 71,428 488,495 SH   DFND 01 02 0 488,495 0
SPROUTS FMRS MKT INC COM 85208M102 567 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 361,404 6,273,281 SH   DFND 01 02 0 5,758,108 460,500
STONECO LTD COM CL A G85158106 62,215 2,103,266 SH   DFND 01 02 0 1,972,831 130,435
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 2,688 135,606 SH   DFND 2 0 135,606 0
SUMMIT MATLS INC CL A 86614U100 33,687 1,750,000 SH   DFND 2 0 1,750,000 0
SUN CMNTYS INC COM 866674104 101 785 SH   DFND 2 0 785 0
PRICE T ROWE GROUP INC COM 74144T108 37,981 346,199 SH   DFND 01 02 4,000 325,890 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 91,468 2,335,142 SH   DFND 01 02 0 2,163,815 171,327
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,805 103,985 SH   DFND 01 02 0 103,985 0
TAL ED GROUP ADS REPSTG COM 874080104 4,321 113,422 SH   DFND BC 02 0 113,422 0
TE CONNECTIVITY LTD REG SHS H84989104 143 1,489 SH   DFND 2 0 1,489 0
TELADOC INC COM 87918A105 92,044 1,386,000 SH   DFND 2 0 1,386,000 0
TELEFLEX INC COM 879369106 73,945 223,297 SH   DFND 01 02 BA 0 212,577 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 19,078 1,272,693 SH   DFND 01 02 0 1,180,032 92,661
TESLA MOTORS INC COM 88160R101 364,298 1,630,260 SH   DFND BC 01 02 225,000 1,370,260 35,000
TEXAS INSTRS INC COM 882508104 69 603 SH   DFND 2 0 603 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 73,414 3,246,981 SH   DFND 01 02 0 2,976,981 270,000
SCHWAB CHARLES CORP NEW COM 808513105 264,310 6,576,513 SH   DFND 01 02 187,250 6,055,324 210,000
CHEESECAKE FACTORY INC COM 163072101 34,976 800,000 SH   DFND 2 0 800,000 0
COOPER COS INC COM NEW 216648402 79,393 235,664 SH   DFND 01 02 BA 0 226,519 0
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GOLDMAN SACHS GROUP INC COM 38141G104 164 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 29 251 SH   DFND   251 0 0
MADISON SQUARE GARDEN CO CL A 55825T103 62,987 225,000 SH   DFND 2 0 225,000 0
MIDDLEBY CORP COM 596278101 1,167 8,600 SH   DFND 2 0 8,600 0
PROCTER & GAMBLE CO COM 742718109 197 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 25,374 877,988 SH   DFND 2 0 877,988 0
SHERWIN WILLIAMS CO COM 824348106 7,022 15,323 SH   DFND 01 02 0 15,323 0
STARS GROUP INC COM 85570w100 3,176 186,070 SH   DFND 2 0 186,070 0
TORO CO COM 891092108 45,272 676,710 SH   DFND 01 02 0 644,607 0
THE TRADE DESK INC COM CL A 88339J105 154,779 679,513 SH   DFND BC 01 02 0 674,728 0
THERAPEUTICSMD INC COM 88338N107 8,662 3,331,500 SH   DFND 2 0 3,331,500 0
THUNDER BRIDGE ACQUISITION L SHS CLASS A G8857R100 6,315 605,427 SH   DFND BC 02 0 605,427 0
TIFFANY & CO NEW COM 886547108 47,678 509,161 SH   DFND 01 02 3,000 482,044 0
TPI COMPOSITES INC COM 87266J104 12,657 512,000 SH   DFND 2 0 512,000 0
TRADEWEB MKTS INC CL A 892672106 17,524 400,000 SH   DFND 01 02 0 382,506 0
TRANSDIGM GROUP INC COM 893641100 96,760 200,000 SH   DFND 2 0 200,000 0
TRANSUNION COM 89400J107 114,276 1,554,566 SH   DFND 01 02 0 1,478,190 0
TREX CO INC COM 89531P105 196,024 2,733,942 SH   DFND 01 02 0 2,629,742 104,200
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TWITTER INC COM 90184L102 55 1,569 SH   DFND BC 0 1,569 0
UNDER ARMOUR INC CL A 904311107 14,496 571,836 SH   DFND 01 02 0 535,836 36,000
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UNITEDHEALTH GROUP INC COM 91324P102 1,020 4,179 SH   DFND 02 BA 0 4,179 0
UNIVAR INC COM 91336L107 36,917 1,675,000 SH   DFND 2 0 1,675,000 0
VAIL RESORTS INC COM 91879Q109 1,077,954 4,829,978 SH   DFND 01 02 0 4,311,102 482,700
VARONIS SYS INC COM 922280102 3,097 50,000 SH   DFND 2 0 50,000 0
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VERACYTE INC COM 92337F107 19,137 671,239 SH   DFND 01 02 BA 0 671,239 0
VERISIGN INC COM 92343E102 162,391 776,396 SH   DFND 01 02 0 739,234 0
VERISK ANALYTICS INC CL A 92345Y106 234,284 1,599,648 SH   DFND 01 02 0 1,528,672 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,572 79,463 SH   DFND 01 02 BA 0 79,463 0
VIEWRAY INC COM 92672L107 16,526 1,875,809 SH   DFND 02 BA 0 1,875,809 0
VISA INC COM CL A 92826C839 26,350 151,830 SH   DFND 01 02 0 151,830 0
VULCAN MATLS CO COM 929160109 12,608 91,823 SH   DFND 01 02 0 91,823 0
WASTE CONNECTIONS INC COM 94106B101 119,475 1,250,000 SH   DFND 2 0 1,250,000 0
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WEX INC COM 96208T104 93,645 450,000 SH   DFND 2 0 450,000 0
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WILLIS TOWERS WATSON PUB LTD SHS G96629103 82,125 428,762 SH   DFND 01 02 0 407,943 0
WINGSTOP INC COM 974155103 18,950 200,000 SH   DFND 2 0 200,000 0
WIX COM LTD SHS M98068105 279,618 1,967,754 SH   DFND 01 02 0 1,889,915 52,753
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WYNDHAM DESTINATIONS INC COM 98310W108 1,405 32,000 SH   DFND 1 0 32,000 0
YANDEX N V SHS CLASS A N97284108 53,443 1,406,403 SH   DFND 01 02 0 1,306,508 99,895
YEXT INC COM 98585N106 49,946 2,486,102 SH   DFND BC 01 02 0 2,486,102 0
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YY INC ADS REPCOM CLA 98426T106 29,288 420,268 SH   DFND 01 02 0 390,614 29,654
ZAI LAB LTD ADR 98887Q104 76,694 2,199,418 SH   DFND 01 02 BA 0 2,046,016 153,402
ZILLOW GROUP INC CL A 98954M101 111,411 2,434,684 SH   DFND BC 01 02 0 2,434,684 0
ZILLOW GROUP INC CL C CAP STK 98954M200 47,349 1,020,678 SH   DFND 01 02 0 973,504 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,916 134,201 SH   DFND 01 02 0 129,203 0
ZSCALER INC COM 98980G102 1,075 14,027 SH   DFND 2 0 14,027 0