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
10X GENOMICS INC COM 88025U109 14,179 227,520 SH   DFND 01 02 BA 0 220,732 0
ABBOTT LABS COM 002824100 882 11,171 SH   DFND BA 0 11,171 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 1,374 164,900 SH   DFND 2 0 164,900 0
ACCELERON PHARMA INC COM 00434H108 27,477 305,743 SH   DFND 01 02 BA 0 305,743 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 513 3,141 SH   DFND 02 BA 0 3,141 0
ACTIVISION BLIZZARD INC COM 00507V109 29,846 501,785 SH   DFND 01 02 0 501,785 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 14,292 514,474 SH   DFND 01 02 BA 0 486,431 28,043
ADOBE SYS INC COM 00724F101 10,688 33,585 SH   DFND 01 02 0 33,585 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 14,720 500,000 SH   DFND 2 0 500,000 0
ADVANCED ENERGY INDS COM 007973100 4,364 90,000 SH   DFND 2 0 90,000 0
AFYA LTD COM G01125106 44,339 2,326,292 SH   DFND 01 02 0 2,202,695 123,597
AGILENT TECHNOLOGIES INC COM 00846U101 3,628 50,653 SH   DFND 2 0 50,653 0
AIR LEASE CORP CL A 00912X302 6,447 291,173 SH   DFND 01 02 0 291,173 0
ALBANY INTL CORP CL A 012348108 5 115 SH   DFND 1 0 115 0
Alector Inc COM 014442107 11,217 464,860 SH   DFND 01 02 BA 0 433,406 31,454
ALEXANDERS INC COM 014752109 42,159 152,778 SH   DFND 01 02 5,000 141,682 3,878
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 171,562 1,251,728 SH   DFND 01 02 BA 0 1,170,247 65,954
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 377,624 1,941,710 SH   DFND BC 01 02 BA 0 1,814,955 126,755
ALIGN TECHNOLOGY INC COM 016255101 3,103 17,840 SH   DFND 1 0 17,840 0
ALPHABET INC CL A 02079K305 3,303 2,843 SH   DFND 01 02 0 2,843 0
ALPHABET INC CL C 02079K107 49,796 42,824 SH   DFND 01 02 0 42,824 0
ALTAIR ENGR INC COM CL A 021369103 50,022 1,887,627 SH   DFND 01 02 0 1,833,757 53,870
AMAZON COM INC COM 023135106 101,520 52,069 SH   DFND BC 01 02 0 52,069 0
AMERICAN ASSETS TRUST INC COM 024013104 14,223 568,912 SH   DFND 2 0 523,162 45,750
AMERICAN HOMES 4 RENT CL A 02665T306 16,864 726,912 SH   DFND 01 02 0 626,912 100,000
AMERICAN TOWER CORP COM 03027X100 17,153 78,772 SH   DFND 01 02 0 78,772 0
AMERICOLD RLTY TR COM 03064D108 119,675 3,515,711 SH   DFND 01 02 0 3,515,711 0
AMPHENOL CORP NEW COM 032095101 37,500 514,545 SH   DFND 01 02 0 479,029 0
ANSYS INC COM 03662Q105 583,061 2,508,111 SH   DFND 01 02 0 2,366,267 100,305
APPLE INC COM 037833100 99 390 SH   DFND 2 0 390 0
APPLIED THERAPEUTICS INC COM 03828A101 2,945 90,091 SH   DFND 02 BA 0 90,091 0
ARCH CAP GROUP LTD ORD G0450A105 617,427 21,694,565 SH   DFND 01 02 0 20,891,429 641,820
ARCO PLATFORM LTD COM CL A G04553106 7,942 187,930 SH   DFND 2 0 187,930 0
ARGENX SE SPONSORED ADR 04016X101 28,490 216,276 SH   DFND 01 02 BA 0 209,671 0
ARMSTRONG WORLD INDS INC COM 04247X102 6,260 78,820 SH   DFND 01 02 0 78,820 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3,172 110,250 SH   DFND 02 BA 0 110,250 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 82 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 63,933 1,810,100 SH   DFND 01 02 0 1,810,100 0
ASML HOLDING N V NY REG SHS N07059210 11,238 42,953 SH   DFND BC 01 02 0 42,953 0
ASPEN TECHNOLOGY INC COM 045327103 118,792 1,249,525 SH   DFND 01 02 0 1,220,167 0
ASTRAZENECA PLC SPONSORED ADR 046353108 8,374 187,503 SH   DFND 02 BA 0 187,503 0
AVALONBAY CMNTYS INC COM 053484101 72 491 SH   DFND 2 0 491 0
AXOGEN INC COM 05463X106 5,253 505,084 SH   DFND 2 0 505,084 0
AXONICS MODULATION TECHNOLOG COM 05465P101 6,505 256,000 SH   DFND 2 0 256,000 0
AZUL S A SPONSR ADR PFD 05501U106 15,352 1,506,586 SH   DFND 01 02 0 1,392,352 114,234
BENEFITFOCUS INC COM 08180D106 931 104,488 SH   DFND 1 0 104,488 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 26,968 800,000 SH   DFND 2 0 800,000 0
BILL COM HLDGS INC COM 090043100 6,017 175,922 SH   DFND 02 BA 0 175,922 0
BIO TECHNE CORP COM 09073M104 289,431 1,526,376 SH   DFND 01 02 BA 0 1,445,621 51,523
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 5,151 151,375 SH   DFND 02 BA 0 151,375 0
BJS RESTAURANTS INC COM 09180C106 6,945 500,000 SH   DFND 2 0 500,000 0
BLACKROCK INC COM 09247X101 144 328 SH   DFND 2 0 328 0
BOOKING HLDGS INC COM 09857L108 30,065 22,348 SH   DFND 01 02 0 20,941 0
BOSTON PROPERTIES INC COM 101121101 45 490 SH   DFND 2 0 490 0
BOYD GAMING CORP COM 103304101 23,449 1,626,169 SH   DFND 01 02 0 1,626,169 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 253,444 2,484,743 SH   DFND 01 02 0 2,384,243 100,500
BRIGHTVIEW HLDGS INC COM 10948C107 11,326 1,024,047 SH   DFND 01 02 0 988,620 35,427
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 80,267 1,813,944 SH   DFND 01 02 0 1,813,944 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 14 431 SH   DFND 2 0 431 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 144 4,003 SH   DFND 2 0 4,003 0
BRP GROUP INC COM CL A 05589G102 34,355 3,256,370 SH   DFND 01 02 0 3,176,224 80,146
BWX TECHNOLOGIES INC COM 05605H100 32,189 660,833 SH   DFND 01 02 0 620,767 0
CANTEL MEDICAL CORP COM 138098108 16,155 450,000 SH   DFND 2 0 450,000 0
CAREDX INC COM 14167L103 11,069 507,036 SH   DFND 2 0 507,036 0
CARMAX INC COM 143130102 3,854 71,599 SH   DFND 1 0 71,599 0
CBRE GROUP INC CL A 12504L109 76,728 2,034,680 SH   DFND 01 02 0 1,952,626 0
CDW CORP COM 12514G108 43,039 461,440 SH   DFND 01 02 0 433,661 0
CERIDIAN HCM HLDG INC COM 15677J108 141,520 2,826,444 SH   DFND BC 01 02 BA 0 2,711,654 0
CERUS CORP COM 157085101 7,114 1,529,967 SH   DFND 2 0 1,529,967 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 140 320 SH   DFND 2 0 320 0
CHOICE HOTELS INTL INC COM 169905106 287,534 4,694,425 SH   DFND 01 02 20,000 4,309,975 327,290
CLARIVATE ANALYTICS PLC COM G21810109 135,488 6,529,544 SH   DFND 01 02 0 6,371,118 0
CLOUDFLARE INC CL A COM 18915M107 5,329 226,953 SH   DFND 2 0 226,953 0
CME GROUP INC COM 12572Q105 10,294 59,532 SH   DFND 01 02 BA 0 59,532 0
COGNEX CORP COM 192422103 60,163 1,425,000 SH   DFND 2 0 1,425,000 0
COHEN & STEERS INC COM 19247A100 114,932 2,528,755 SH   DFND 01 02 0 2,351,555 177,200
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONSTELLATION BRANDS INC COM 21036P108 197 1,374 SH   DFND 2 0 1,374 0
COPA HOLDINGS SA CL A P31076105 39,946 882,004 SH   DFND 01 02 0 815,826 66,178
CORESITE RLTY CORP COM 21870Q105 46 400 SH   DFND 2 0 400 0
COSTAR GROUP INC COM 22160N109 1,233,140 2,099,999 SH   DFND 01 02 BA 0 2,019,371 65,800
COSTCO WHSL CORP NEW COM 22160K105 131 460 SH   DFND 2 0 460 0
COUPA SOFTWARE INC COM 22266L106 1,481 10,600 SH   DFND 2 0 10,600 0
CROWDSTRIKE HLDGS INC COM 22788C105 20,090 360,804 SH   DFND BC 01 02 0 360,804 0
CROWN CASTLE INTL CORP NEW COM 22822V101 102 708 SH   DFND 2 0 708 0
D R HORTON INC COM 23331A109 11,373 334,500 SH   DFND 01 02 0 334,500 0
DANAHER CORP DEL COM 235851102 335 2,419 SH   DFND 2 0 2,419 0
DATADOG INC CL A COM 23804L103 14,551 404,406 SH   DFND BC 01 02 0 404,406 0
DENALI THERAPEUTICS INC COM 24823R105 16,686 952,957 SH   DFND 01 02 0 903,662 49,295
DEXCOM INC COM 252131107 134,593 499,844 SH   DFND 01 02 BA 0 489,480 0
DIAMOND EAGLE ACQUISITION CO COM CL A 25258L109 12,957 1,050,000 SH   DFND 2 0 1,050,000 0
DICERNA PHARMACEUTICALS INC COM 253031108 118 6,405 SH   DFND BA 0 6,405 0
DIGITAL RLTY TR INC COM 253868103 15,913 114,553 SH   DFND 01 02 0 114,553 0
DOUGLAS EMMETT INC COM 25960P109 176,281 5,777,807 SH   DFND 01 02 0 5,468,657 309,150
DR REDDYS LABS LTD ADR 256135203 16,437 407,559 SH   DFND 01 02 0 374,615 32,944
DUKE REALTY CORP COM 264411505 91 2,823 SH   DFND 2 0 2,823 0
DYNATRACE INC COM 268150109 10,495 440,217 SH   DFND 2 0 440,217 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,681 30,119 SH   DFND 01 02 BA 0 30,119 0
ELECTRONIC ARTS INC COM 285512109 7,142 71,303 SH   DFND 01 02 0 71,303 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 16,779 290,000 SH   DFND 2 0 290,000 0
ENDAVA PLC ADS 29260V105 54,473 1,549,281 SH   DFND BC 02 BA 0 1,549,281 0
ENVESTNET INC COM 29404K106 2,566 47,710 SH   DFND 01 02 0 47,710 0
EPAM SYS INC COM 29414B104 24,180 130,236 SH   DFND 01 02 BA 0 130,236 0
EQUINIX INC COM 29444U700 141,617 226,743 SH   DFND 01 02 0 218,048 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,987 156,346 SH   DFND 01 02 0 156,346 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 95 1,540 SH   DFND 2 0 1,540 0
ESCO TECHNOLOGIES INC COM 296315104 6,574 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 5,943 188,500 SH   DFND 2 0 188,500 0
ESSENT GROUP LTD COM G3198U102 20,093 762,846 SH   DFND 01 02 0 722,796 40,050
ESSEX PPTY TR INC COM 297178105 68 308 SH   DFND 2 0 308 0
EVERBRIDGE INC COM 29978A104 13,295 125,000 SH   DFND 2 0 125,000 0
FACEBOOK INC. CL A 30303M102 31,478 188,720 SH   DFND BC 01 02 0 188,720 0
FACTSET RESH SYS INC COM 303075105 721,785 2,768,854 SH   DFND 01 02 0 2,620,303 122,225
FAIR ISAAC CORP COM 303250104 27,035 87,866 SH   DFND BC 01 02 BA 0 82,652 0
FASTENAL CO COM 311900104 2,469 79,020 SH   DFND 01 02 0 79,020 0
FIDELITY NATL INFORMATION SV COM 31620M106 128,427 1,055,792 SH   DFND 01 02 BA 0 1,002,542 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 29,937 363,840 SH   DFND 01 02 0 340,057 0
FIVERR INTL LTD ORD SHS M4R82T106 8,228 326,882 SH   DFND 2 0 326,882 0
FLEETCOR TECHNOLOGIES INC COM 339041105 45,800 245,525 SH   DFND 01 02 BA 0 230,706 0
FLOOR & DECOR HLDGS INC CL A 339750101 76,831 2,394,232 SH   DFND 01 02 0 2,394,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 38,118 629,951 SH   DFND 01 02 0 580,684 49,267
FORESTAR GROUP INC COM 346232101 10,507 1,015,171 SH   DFND 01 02 0 965,316 49,855
GAMING & LEISURE PPTYS INC COM 36467J108 248,399 8,964,241 SH   DFND 01 02 0 8,528,025 436,216
GARTNER INC COM 366651107 594,975 5,975,446 SH   DFND 01 02 0 5,707,010 152,900
GCI LIBERTY INC CL A 36164V305 2,555 44,842 SH   DFND 01 02 0 44,842 0
GDS HLDGS LTD SPONSORED ADR 36165L108 234,575 4,046,496 SH   DFND BC 01 02 0 3,862,183 134,510
GLOBAL PMTS INC COM 37940X102 245 1,700 SH   DFND BA 0 1,700 0
GLOBANT S A COM L44385109 27,106 308,445 SH   DFND 01 02 0 289,681 18,764
GOLAR LNG LTD BERMUDA SHS G9456A100 20,298 2,575,930 SH   DFND 01 02 0 2,387,285 188,645
GRID DYNAMICS HLDGS INC COM CL A 39813G109 16,896 2,112,000 SH   DFND 02 BA 0 2,112,000 0
GUARDANT HEALTH INC COM 40131M109 27,085 389,159 SH   DFND 01 02 BA 0 389,159 0
GUIDEWIRE SOFTWARE INC COM 40171V100 488,857 6,163,871 SH   DFND 01 02 BA 0 5,878,061 190,750
HCA HEALTHCARE INC COM 40412C101 187 2,085 SH   DFND BA 0 2,085 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 13 342 SH   DFND BC 0 342 0
HEALTHEQUITY INC COM 42226A107 53,516 1,057,836 SH   DFND 01 02 BA 0 1,057,836 0
HEICO CORP NEW CL A 422806208 15,446 241,725 SH   DFND BC 01 02 0 241,725 0
HEICO CORP NEW COM 422806109 9,400 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 31,914 841,612 SH   DFND 2 0 841,612 0
HILTON GRAND VACATIONS INC COM 43283X105 3,285 208,300 SH   DFND 01 02 0 208,300 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 3,978 58,297 SH   DFND 01 02 0 58,297 0
HOME DEPOT INC COM 437076102 15,144 81,110 SH   DFND 01 02 2,000 79,110 0
HOULIHAN LOKEY INC CL A 441593100 67,883 1,302,439 SH   DFND 01 02 BA 0 1,269,314 33,125
HUDSON LTD COM CL A G46408103 9,154 1,823,425 SH   DFND 2 0 1,823,425 0
HUMANA INC COM 444859102 457 1,455 SH   DFND BA 0 1,455 0
HYATT HOTELS CORP COM CL A 448579102 224,062 4,677,709 SH   DFND 01 02 0 4,330,867 309,725
I3 VERTICALS INC COM CL A 46571Y107 13 700 SH   DFND BA 0 700 0
ICHOR HOLDINGS SHS G4740B105 3,640 190,000 SH   DFND 2 0 190,000 0
ICON PLC SHS G4705A100 99,277 729,978 SH   DFND 01 02 BA 0 729,978 0
IDEX CORP COM 45167R104 70,348 509,363 SH   DFND 01 02 0 477,866 0
IDEXX LABS INC COM 45168D104 858,044 3,542,125 SH   DFND 01 02 BA 0 3,369,714 108,200
IHS MARKIT LTD SHS G47567105 558 9,302 SH   DFND 02 BA 0 9,302 0
ILLUMINA INC COM 452327109 127,734 467,686 SH   DFND 01 02 BA 0 445,548 0
INGEVITY CORP COM 45688C107 17,600 500,000 SH   DFND 2 0 500,000 0
INOGEN INC COM 45780L104 14,723 285,000 SH   DFND 2 0 285,000 0
INSPIRE MED SYS INC COM 457730109 21,277 352,970 SH   DFND 02 BA 0 352,970 0
INSTALLED BLDG PRODS INC COM 45780R101 75,656 1,897,570 SH   DFND 01 02 0 1,897,570 0
INSULET CORP COM 45784P101 246 1,485 SH   DFND BA 0 1,485 0
INTUIT COM 461202103 172 750 SH   DFND BA 0 750 0
INTUITIVE SURGICAL INC COM 46120E602 18,810 37,983 SH   DFND 01 02 BA 0 37,983 0
INVITATION HOMES INC COM 46187W107 9,881 462,398 SH   DFND 01 02 0 462,398 0
IQVIA HLDGS INC COM 46266C105 413 3,832 SH   DFND 02 BA 0 3,832 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 289,921 12,983,457 SH   DFND 01 02 0 12,176,123 807,334
HENRY JACK & ASSOC INC COM 426281101 134 860 SH   DFND BA 0 860 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 55,576 748,300 SH   DFND 01 02 0 748,300 0
JONES LANG LASALLE INC COM 48020Q107 10,278 101,787 SH   DFND 01 02 0 101,787 0
KINSALE CAP GROUP INC COM 49714P108 185,536 1,774,950 SH   DFND BC 01 02 BA 0 1,683,332 91,618
KORNIT DIGITAL LTD SHS M6372Q113 5,911 237,500 SH   DFND 2 0 237,500 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 8,650 625,000 SH   DFND 2 0 625,000 0
LAS VEGAS SANDS CORP COM 517834107 110 2,594 SH   DFND 2 0 2,594 0
LENDINGTREE INC COM 52603B107 16,934 92,337 SH   DFND 01 02 0 86,595 5,742
LENNAR CORP COM 526057104 13,667 357,780 SH   DFND 01 02 0 357,780 0
LEXINFINTECH HLDGS LTD ADR 528877103 23,131 2,607,744 SH   DFND 01 02 0 2,406,571 201,173
LIBERTY BROADBAND CORP COM SER A 530307107 10,700 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 80,803 729,795 SH   DFND 01 02 0 701,930 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 4,777 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 20,422 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 31,620 1,000,000 SH   DFND 2 0 1,000,000 0
LIMONEIRA CO COM 532746104 742 56,609 SH   DFND 2 0 56,609 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 592 142,000 SH   DFND 1 0 142,000 0
LITTELFUSE INC COM 537008104 41,352 309,939 SH   DFND 01 02 0 302,164 7,775
LIVERAMP HLDGS INC COM 53815P108 13,168 400,000 SH   DFND 2 0 400,000 0
LOWES COS INC COM 548661107 15,101 175,495 SH   DFND 01 02 0 175,495 0
LULULEMON ATHLETICA INC COM 550021109 58 308 SH   DFND BC 0 308 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 47,567 225,000 SH   DFND 2 0 225,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 186,253 12,375,607 SH   DFND 01 02 0 11,894,357 481,250
MANHATTAN ASSOCS INC COM 562750109 2,645 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 103,060 309,891 SH   DFND 01 02 BA 0 289,694 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 167,172 3,007,780 SH   DFND 01 02 0 2,869,683 138,097
MASIMO CORP COM 574795100 159 900 SH   DFND BA 0 900 0
MASTERCARD INC CL A 57636Q104 27,290 112,972 SH   DFND BC 01 02 BA 0 112,972 0
MAXIMUS INC COM 577933104 1,499 25,760 SH   DFND 1 0 25,760 0
MEDALLIA INC COM 584021109 5,010 250,000 SH   DFND 2 0 250,000 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 36,646 302,062 SH   DFND 01 02 0 302,062 0
MERCADOLIBRE INC COM 58733R102 59,703 122,198 SH   DFND BC 01 02 0 116,466 5,732
MERCURY SYS INC COM 589378108 87,791 1,230,600 SH   DFND 2 0 1,230,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 324,016 469,242 SH   DFND 01 02 BA 0 445,031 7,025
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,437 314,209 SH   DFND 01 02 0 314,209 0
MGM RESORTS INTERNATIONAL COM 552953101 5,641 478,062 SH   DFND 01 02 0 478,062 0
MICROSOFT CORP COM 594918104 37,674 238,879 SH   DFND BC 01 02 0 238,879 0
MINERVA NEUROSCIENCES INC COM 603380106 23 3,800 SH   DFND BA 0 3,800 0
MOELIS & CO CL A 60786M105 52,480 1,867,614 SH   DFND 01 02 0 1,815,589 52,025
MOODYS CORP COM 615369105 714 3,378 SH   DFND 02 BA 0 3,378 0
MORNINGSTAR INC COM 617700109 158,598 1,364,284 SH   DFND 01 02 0 1,290,157 74,127
MSCI INC CL A 55354G100 664,469 2,299,518 SH   DFND 01 02 BA 0 2,166,013 128,400
NEOGEN CORP COM 640491106 66,473 992,276 SH   DFND 01 02 0 918,226 74,050
NETFLIX INC COM 64110L106 7,286 19,403 SH   DFND 01 02 0 19,403 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,570 110,568 SH   DFND 02 BA 0 110,568 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 20,883 2,531,217 SH   DFND 02 01 0 2,531,217 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 61,034 563,881 SH   DFND 01 02 0 519,541 44,340
NEXTCURE INC COM 65343E108 28 763 SH   DFND BA 0 763 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,045 95,304 SH   DFND 1 0 95,304 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 7,183 220,000 SH   DFND 2 0 220,000 0
NOVANTA INC COM 67000B104 833 10,431 SH   DFND 2 0 10,431 0
NVIDIA CORP COM 67066G104 8,629 32,736 SH   DFND 01 02 0 32,736 0
OKTA INC CL A 679295105 5,656 46,261 SH   DFND 2 0 46,261 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 45,640 984,899 SH   DFND 01 02 0 984,899 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 4,060 1,000,000 SH   DFND 2 0 1,000,000 0
OPERA LTD SPONSORED ADS 68373M107 799 148,784 SH   DFND 2 0 148,784 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 60,856 3,148,279 SH   DFND 01 02 0 2,944,047 204,232
PAR TECHNOLOGY CORP COM 698884103 2,615 203,340 SH   DFND BC 02 0 203,340 0
PAYLOCITY HLDG CORP COM 70438V106 108 1,218 SH   DFND 1 0 1,218 0
PAYPAL HLDGS INC COM 70450Y103 6,309 65,898 SH   DFND 01 02 BA 0 65,898 0
PEGASYSTEMS INC COM 705573103 85,010 1,193,454 SH   DFND 01 02 0 1,193,454 0
PENN NATL GAMING INC COM 707569109 135,652 10,723,468 SH   DFND 01 02 0 10,139,986 583,482
PERFORMANCE FOOD GROUP CO COM 71377A103 36,207 1,464,694 SH   DFND 01 02 0 1,394,544 70,150
PINDUODUO INC SPONSORED ADS 722304102 3,883 107,775 SH   DFND 2 0 107,775 0
PING IDENTITY HLDG CORP COM 72341T103 9,452 472,131 SH   DFND 2 0 472,131 0
PLANET FITNESS INC CL A 72703H101 38,960 800,000 SH   DFND 2 0 800,000 0
POLYONE CORP COM 73179P106 28,455 1,500,000 SH   DFND 2 0 1,500,000 0
POOL CORPORATION COM 73278L105 7,271 36,954 SH   DFND 01 02 0 36,954 0
PRA HEALTH SCIENCES INC COM 69354M108 66,794 804,364 SH   DFND 01 02 0 804,364 0
PRIMERICA INC COM 74164M108 207,188 2,341,642 SH   DFND 01 02 0 2,213,673 127,969
PROGYNY INC COM 74340E103 5,570 262,873 SH   DFND 2 0 262,873 0
PROLOGIS INC COM 74340W103 15,522 193,126 SH   DFND 01 02 0 193,126 0
PROOFPOINT INC COM 743424103 3,769 36,739 SH   DFND 01 02 0 36,739 0
PTC THERAPEUTICS INC COM 69366J200 6,448 144,545 SH   DFND 02 BA 0 144,545 0
QTS RLTY TR INC COM CL A 74736A103 178 3,072 SH   DFND 2 0 3,072 0
QUAKER CHEM CORP COM 747316107 12,628 100,000 SH   DFND 2 0 100,000 0
QUALCOMM INC COM 747525103 271 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 15,223 175,000 SH   DFND 2 0 175,000 0
RAVEN INDS INC COM 754212108 14,330 675,000 SH   DFND 2 0 675,000 0
RBC BEARINGS INC COM 75524B104 22,558 200,000 SH   DFND 2 0 200,000 0
RED ROCK RESORTS INC CL A 75700L108 93,201 10,900,706 SH   DFND 01 02 0 10,745,256 155,450
REPAY HLDGS CORP COM CL A 76029L100 8,817 614,400 SH   DFND 02 BA 0 614,400 0
REVANCE THERAPEUTICS INC COM 761330109 7,500 506,732 SH   DFND 2 0 506,732 0
REXFORD INDL RLTY INC COM 76169C100 23,693 577,730 SH   DFND 01 02 0 577,730 0
RINGCENTRAL INC CL A 76680R206 69,952 330,104 SH   DFND BC 01 02 0 317,448 0
ROBERT HALF INTL INC COM 770323103 3,909 103,544 SH   DFND 1 42,000 61,544 0
ROLLINS INC COM 775711104 45,164 1,249,704 SH   DFND 01 02 0 1,175,706 0
ROPER INDUSTRIES INC NEW COM 776696106 99,044 317,642 SH   DFND 01 02 0 298,475 0
S&P GLOBAL INC COM 78409V104 9,087 37,084 SH   DFND 01 02 BA 0 37,084 0
SALESFORCE.COM INC COM 79466L302 5,106 35,461 SH   DFND 01 02 0 35,461 0
SANOFI SPONSORED ADR 80105N105 222 5,080 SH   DFND BA 0 5,080 0
SBA COMMUNICATIONS CORP COM 78410G104 287,332 1,064,312 SH   DFND 01 02 0 1,031,447 0
SCHRODINGER INC COM 80810D103 40,965 950,014 SH   DFND 01 02 BA 0 897,014 53,000
SERVICENOW INC COM 81762P102 16,653 58,110 SH   DFND 01 02 0 58,110 0
SHOPIFY INC CL A 82509L107 17,857 42,829 SH   DFND BC 02 0 42,829 0
SIENTRA INC COM 82621J105 3,613 1,815,363 SH   DFND 2 0 1,815,363 0
SILK ROAD MEDICAL INC COM 82710m100 42,840 1,360,870 SH   DFND 02 BA 0 1,360,870 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 107,707 1,463,018 SH   DFND 01 02 0 1,463,018 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 5,487 204,438 SH   DFND 01 02 0 204,438 0
SNAP INC CL A 83304A106 4,530 381,005 SH   DFND 01 02 0 381,005 0
SONY CORP ADR 835699307 2,638 44,569 SH   DFND 2 0 44,569 0
SPLUNK INC COM 848637104 32,436 256,961 SH   DFND 01 02 0 256,961 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,021 57,817 SH   DFND 01 02 0 57,817 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 240,288 5,483,522 SH   DFND 01 02 0 5,184,653 230,000
STONECO LTD COM CL A G85158106 28,295 1,299,727 SH   DFND BC 01 02 0 1,223,575 76,152
STORE CAP CORP COM 862121100 34 1,870 SH   DFND 2 0 1,870 0
SUMMIT MATLS INC CL A 86614U100 24,000 1,600,000 SH   DFND 2 0 1,600,000 0
SUN CMNTYS INC COM 866674104 129 1,033 SH   DFND 2 0 1,033 0
PRICE T ROWE GROUP INC COM 74144T108 32,169 329,435 SH   DFND 01 02 4,000 304,964 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 5,703 142,000 SH   DFND 2 0 142,000 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 176,009 3,682,971 SH   DFND 01 02 0 3,394,805 288,166
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,296 44,650 SH   DFND 01 02 0 44,650 0
TAL ED GROUP ADS REPSTG COM 874080104 15,358 288,366 SH   DFND BC 02 0 288,366 0
TE CONNECTIVITY LTD REG SHS H84989104 123 1,958 SH   DFND 2 0 1,958 0
TELADOC INC COM 87918A105 134,704 869,000 SH   DFND 2 0 869,000 0
TELEFLEX INC COM 879369106 66,221 226,118 SH   DFND 01 02 BA 0 212,641 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 14,885 1,479,580 SH   DFND 01 02 0 1,364,777 114,803
TERRENO RLTY CORP COM 88146M101 68 1,310 SH   DFND 2 0 1,310 0
TESLA MOTORS INC COM 88160R101 846,351 1,615,174 SH   DFND 01 02 225,000 1,355,674 34,500
TEXAS INSTRS INC COM 882508104 135 1,347 SH   DFND 2 0 1,347 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 67,945 3,138,360 SH   DFND 01 02 0 2,975,860 162,500
SCHWAB CHARLES CORP NEW COM 808513105 198,672 5,909,328 SH   DFND 01 02 187,250 5,389,470 201,000
CHEESECAKE FACTORY INC COM 163072101 13,664 800,000 SH   DFND 2 0 800,000 0
COOPER COS INC COM NEW 216648402 66,089 239,738 SH   DFND 01 02 BA 0 227,215 0
LAUDER ESTEE COS INC COM 518439104 109 681 SH   DFND 2 0 681 0
GOLDMAN SACHS GROUP INC COM 38141G104 124 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 28 251 SH   DFND   251 0 0
PROCTER & GAMBLE CO COM 742718109 198 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 1,970 280,970 SH   DFND 2 0 280,970 0
SHERWIN WILLIAMS CO COM 824348106 8,990 19,563 SH   DFND 01 02 0 19,563 0
STARS GROUP INC COM 85570w100 1,341 65,655 SH   DFND 2 0 65,655 0
TORO CO COM 891092108 42,386 651,193 SH   DFND 01 02 0 610,807 0
THE TRADE DESK INC COM CL A 88339J105 79,923 414,108 SH   DFND BC 01 02 0 408,359 0
THERAPEUTICSMD INC COM 88338N107 4,061 3,831,500 SH   DFND 2 0 3,831,500 0
THERMO FISHER SCIENTIFIC INC COM 883556102 845 2,980 SH   DFND 02 BA 0 2,980 0
TIFFANY & CO NEW COM 886547108 388 3,000 SH   DFND   3,000 0 0
TOWER SEMICONDUCTOR LTD COM M87915274 3,367 211,500 SH   DFND 2 0 211,500 0
TPI COMPOSITES INC COM 87266J104 10,449 707,000 SH   DFND 2 0 707,000 0
TRADEWEB MKTS INC CL A 892672106 15,440 367,270 SH   DFND 01 02 BA 0 345,239 0
TRANSDIGM GROUP INC COM 893641100 44,827 140,000 SH   DFND 2 0 140,000 0
TRANSUNION COM 89400J107 109,395 1,652,993 SH   DFND 01 02 BA 0 1,556,794 0
TREX CO INC COM 89531P105 192,046 2,396,380 SH   DFND 01 02 0 2,299,380 97,000
TWILIO INC CL A 90138F102 22,466 251,044 SH   DFND 01 02 0 251,044 0
UNITEDHEALTH GROUP INC COM 91324P102 1,209 4,850 SH   DFND 02 BA 0 4,850 0
VAIL RESORTS INC COM 91879Q109 666,959 4,515,327 SH   DFND 01 02 0 4,226,814 246,225
VARONIS SYS INC COM 922280102 9,359 147,000 SH   DFND 2 0 147,000 0
VEEVA SYS INC CL A COM 922475108 117,105 748,894 SH   DFND 01 02 BA 0 717,782 0
VERACYTE INC COM 92337F107 12,622 519,190 SH   DFND 2 0 519,190 0
VERISIGN INC COM 92343E102 141,408 785,207 SH   DFND 01 02 0 738,394 0
VERISK ANALYTICS INC CL A 92345Y106 220,098 1,579,125 SH   DFND 01 02 BA 0 1,489,699 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,710 78,629 SH   DFND 01 02 BA 0 78,629 0
VERTIV HOLDINGS CO COM CL A 92537N108 60,610 7,006,904 SH   DFND BC 02 0 7,006,904 0
VIEWRAY INC COM 92672L107 4,962 1,985,000 SH   DFND 2 0 1,985,000 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 2,217 150,000 SH   DFND 2 0 150,000 0
VISA INC COM CL A 92826C839 24,122 149,713 SH   DFND 01 02 BA 0 149,713 0
VULCAN MATLS CO COM 929160109 15,965 147,728 SH   DFND 01 02 0 147,728 0
WASTE CONNECTIONS INC COM 94106B101 71,687 925,000 SH   DFND 2 0 925,000 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 219,604 1,442,393 SH   DFND 01 02 BA 0 1,363,760 37,520
WEX INC COM 96208T104 41,820 400,000 SH   DFND 2 0 400,000 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 74,521 438,747 SH   DFND 01 02 0 412,635 0
WINGSTOP INC COM 974155103 797 10,000 SH   DFND 2 0 10,000 0
WIX COM LTD SHS M98068105 177,995 1,765,472 SH   DFND BC 01 02 0 1,705,233 22,350
WW INTL INC COM 98262P101 95 5,617 SH   DFND 1 0 5,617 0
WYNDHAM DESTINATIONS INC COM 98310W108 694 32,000 SH   DFND 1 0 32,000 0
WYNN RESORTS LTD COM 983134107 9,913 164,694 SH   DFND 01 02 0 164,694 0
XP INC COM G98239109 22,562 1,169,619 SH   DFND 01 02 0 1,081,734 87,885
YANDEX N V SHS CLASS A N97284108 31,889 936,535 SH   DFND 01 02 0 862,290 74,245
YEXT INC COM 98585N106 15,052 1,477,111 SH   DFND 01 02 0 1,477,111 0
ZAI LAB LTD ADR 98887Q104 114,589 2,225,895 SH   DFND 01 02 BA 0 2,068,849 157,046
ZILLOW GROUP INC CL A 98954M101 99,369 2,925,208 SH   DFND BC 01 02 0 2,832,383 92,825
ZILLOW GROUP INC CL C CAP STK 98954M200 53,432 1,483,394 SH   DFND 01 02 0 1,404,780 0
ZOETIS INC CL A 98978V103 215 1,828 SH   DFND BA 0 1,828 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,273 22,396 SH   DFND 01 02 0 22,396 0
ZSCALER INC COM 98980G102 5,719 93,965 SH   DFND 2 0 93,965 0