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 37,841 423,705 SH   DFND 01 02 BA 0 416,917 0
ABBOTT LABS COM 002824100 1,137 12,431 SH   DFND BA 0 12,431 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 2,500 164,900 SH   DFND 2 0 164,900 0
ACCELERON PHARMA INC COM 00434H108 39,926 419,078 SH   DFND 01 02 BA 0 419,078 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 806 3,752 SH   DFND 02 BA 0 3,752 0
ACTIVISION BLIZZARD INC COM 00507V109 61,370 808,561 SH   DFND 01 02 0 808,561 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 24,951 515,725 SH   DFND 01 02 BA 0 487,682 28,043
ADOBE SYS INC COM 00724F101 14,400 33,079 SH   DFND 01 02 0 33,079 0
ADVANCED ENERGY INDS COM 007973100 13,117 193,500 SH   DFND 2 0 193,500 0
AFYA LTD COM G01125106 66,916 2,854,782 SH   DFND 01 02 0 2,727,956 126,826
AGILENT TECHNOLOGIES INC COM 00846U101 4,476 50,653 SH   DFND 2 0 50,653 0
AGORA INC ADS 00851L103 110 2,489 SH   DFND 2 0 2,489 0
ALBANY INTL CORP CL A 012348108 7 115 SH   DFND 1 0 115 0
Alector Inc COM 014442107 11,413 466,960 SH   DFND 01 02 BA 0 435,506 31,454
ALEXANDERS INC COM 014752109 2,987 12,398 SH   DFND 01 02 5,000 7,030 227
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 204,823 1,262,389 SH   DFND 01 02 BA 0 1,180,067 65,954
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 458,357 2,124,973 SH   DFND BC 01 02 BA 0 2,000,693 124,280
ALIGN TECHNOLOGY INC COM 016255101 4,896 17,840 SH   DFND 1 0 17,840 0
ALPHABET INC CL A 02079K305 3,795 2,676 SH   DFND 01 02 0 2,676 0
ALPHABET INC CL C 02079K107 68,447 48,420 SH   DFND 01 02 0 48,420 0
ALTAIR ENGR INC COM CL A 021369103 73,046 1,837,627 SH   DFND 01 02 0 1,783,757 53,870
AMAZON COM INC COM 023135106 193,305 70,068 SH   DFND BC 01 02 0 70,068 0
AMERICAN ASSETS TRUST INC COM 024013104 23,748 853,027 SH   DFND 2 0 813,027 40,000
AMERICAN HOMES 4 RENT CL A 02665T306 19,554 726,932 SH   DFND 01 02 0 626,932 100,000
AMERICAN TOWER CORP COM 03027X100 23,136 89,487 SH   DFND 01 02 0 89,487 0
AMERICOLD RLTY TR COM 03064D108 148,202 4,082,706 SH   DFND 01 02 0 4,014,974 0
AMPHENOL CORP NEW COM 032095101 49,825 520,036 SH   DFND 01 02 0 482,450 0
ANSYS INC COM 03662Q105 731,038 2,505,872 SH   DFND 01 02 0 2,363,647 100,305
APPLIED THERAPEUTICS INC COM 03828A101 9,164 253,491 SH   DFND 02 BA 0 253,491 0
ARCH CAP GROUP LTD ORD G0450A105 622,783 21,737,610 SH   DFND 01 02 0 20,914,129 641,120
ARCO PLATFORM LTD COM CL A G04553106 20,539 472,387 SH   DFND 2 0 472,387 0
ARGENX SE SPONSORED ADR 04016X101 60,052 266,626 SH   DFND 01 02 BA 0 260,679 0
ARMSTRONG WORLD INDS INC COM 04247X102 2,829 36,285 SH   DFND 01 02 0 36,285 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 11,260 260,709 SH   DFND 01 02 BA 0 242,005 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 124 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 117,363 1,760,100 SH   DFND 01 02 0 1,760,100 0
ASML HOLDING N V NY REG SHS N07059210 15,741 42,770 SH   DFND BC 01 02 0 42,770 0
ASPEN TECHNOLOGY INC COM 045327103 129,943 1,254,157 SH   DFND 01 02 0 1,223,352 0
ASTRAZENECA PLC SPONSORED ADR 046353108 15,502 293,104 SH   DFND 01 02 BA 0 293,104 0
AVALARA INC COM 05338G106 5,923 44,500 SH   DFND 2 0 44,500 0
AVALONBAY CMNTYS INC COM 053484101 54 349 SH   DFND 2 0 349 0
AXOGEN INC COM 05463X106 4,667 505,084 SH   DFND 2 0 505,084 0
AXONICS MODULATION TECHNOLOG COM 05465P101 43,220 1,230,982 SH   DFND 2 0 1,230,982 0
AZEK CO INC CL A 05478C105 47,355 1,486,355 SH   DFND 01 02 0 1,486,355 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 35,456 800,000 SH   DFND 2 0 800,000 0
BILL COM HLDGS INC COM 090043100 15,668 173,687 SH   DFND 02 BA 0 173,687 0
BIO TECHNE CORP COM 09073M104 400,986 1,518,483 SH   DFND 01 02 BA 0 1,437,728 51,523
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 11,067 151,375 SH   DFND 02 BA 0 151,375 0
BLACKROCK INC COM 09247X101 178 328 SH   DFND 2 0 328 0
BOOKING HLDGS INC COM 09857L108 36,700 23,048 SH   DFND 01 02 0 21,641 0
BOYD GAMING CORP COM 103304101 36,981 1,769,411 SH   DFND 01 02 0 1,769,411 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 323,946 2,764,047 SH   DFND 01 02 0 2,642,143 100,500
BRIGHTVIEW HLDGS INC COM 10948C107 21,626 1,930,937 SH   DFND 01 02 0 1,881,047 49,890
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 72,697 2,209,623 SH   DFND 01 02 0 2,209,623 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 131 3,179 SH   DFND 2 0 3,179 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 44 4,485 SH   DFND 2 0 4,485 0
BRP GROUP INC COM CL A 05589G102 53,969 3,125,007 SH   DFND 2 0 3,125,007 0
BWX TECHNOLOGIES INC COM 05605H100 37,524 662,498 SH   DFND 01 02 0 622,432 0
CANTEL MEDICAL CORP COM 138098108 7,740 175,000 SH   DFND 2 0 175,000 0
CAREDX INC COM 14167L103 27,494 776,023 SH   DFND 2 0 776,023 0
CARMAX INC COM 143130102 6,412 71,599 SH   DFND 1 0 71,599 0
CBRE GROUP INC CL A 12504L109 65,077 1,439,117 SH   DFND 01 02 0 1,365,650 0
CDW CORP COM 12514G108 54,155 466,127 SH   DFND 01 02 0 435,883 0
CERIDIAN HCM HLDG INC COM 15677J108 224,454 2,831,517 SH   DFND 01 02 BA 0 2,709,378 0
CERUS CORP COM 157085101 10,098 1,529,967 SH   DFND 2 0 1,529,967 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 293 574 SH   DFND 2 0 574 0
CHOICE HOTELS INTL INC COM 169905106 372,532 4,721,573 SH   DFND 01 02 20,000 4,338,323 326,090
CLARIVATE ANALYTICS PLC COM G21810109 145,682 6,524,069 SH   DFND 01 02 0 6,385,235 0
CLOUDFLARE INC CL A COM 18915M107 11,935 331,981 SH   DFND 2 0 331,981 0
CME GROUP INC COM 12572Q105 9,677 59,536 SH   DFND 01 02 BA 0 59,536 0
COGNEX CORP COM 192422103 71,664 1,200,000 SH   DFND 2 0 1,200,000 0
COHEN & STEERS INC COM 19247A100 172,082 2,528,755 SH   DFND 01 02 0 2,351,555 177,200
COLLIER CREEK HOLDINGS COM CL A G22707106 58,910 4,300,000 SH   DFND 2 0 4,300,000 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONSTELLATION BRANDS INC COM 21036P108 240 1,374 SH   DFND 2 0 1,374 0
CORESITE RLTY CORP COM 21870Q105 63 520 SH   DFND 2 0 520 0
COSTAR GROUP INC COM 22160N109 1,493,081 2,100,949 SH   DFND 01 02 BA 0 2,020,508 65,000
COSTCO WHSL CORP NEW COM 22160K105 166 548 SH   DFND 2 0 548 0
COUPA SOFTWARE INC COM 22266L106 4,100 14,800 SH   DFND 2 0 14,800 0
CROWDSTRIKE HLDGS INC COM 22788C105 36,198 360,935 SH   DFND BC 01 02 0 360,935 0
CROWN CASTLE INTL CORP NEW COM 22822V101 88 524 SH   DFND 2 0 524 0
CRYOPORT INC COM PAR $0.001 229050307 6,379 210,891 SH   DFND 02 BA 0 210,891 0
D R HORTON INC COM 23331A109 18,300 330,028 SH   DFND 01 02 0 330,028 0
DANAHER CORP DEL COM 235851102 552 3,124 SH   DFND 2 0 3,124 0
DATADOG INC CL A COM 23804L103 34,071 391,849 SH   DFND 01 02 0 391,849 0
DENALI THERAPEUTICS INC COM 24823R105 23,043 952,957 SH   DFND 01 02 0 903,662 49,295
DEXCOM INC COM 252131107 191,217 471,676 SH   DFND 01 02 BA 0 460,482 0
DICERNA PHARMACEUTICALS INC COM 253031108 163 6,405 SH   DFND BA 0 6,405 0
DIGITAL RLTY TR INC COM 253868103 14,472 101,835 SH   DFND 01 02 0 101,835 0
DOUGLAS EMMETT INC COM 25960P109 176,172 5,745,987 SH   DFND 01 02 0 5,436,837 309,150
DR REDDYS LABS LTD ADR 256135203 21,773 410,739 SH   DFND 01 02 0 377,795 32,944
DRAFTKINGS INC COM CL A 26142R104 40,940 1,230,900 SH   DFND 01 02 0 1,230,900 0
DUKE REALTY CORP COM 264411505 85 2,397 SH   DFND 2 0 2,397 0
DYNATRACE INC COM 268150109 24,789 610,568 SH   DFND 2 0 610,568 0
ECOLAB INC COM 278865100 120 605 SH   DFND 2 0 605 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,547 94,740 SH   DFND 01 02 BA 0 94,740 0
ELECTRONIC ARTS INC COM 285512109 11,247 85,169 SH   DFND 01 02 0 85,169 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 18,584 235,000 SH   DFND 2 0 235,000 0
ENDAVA PLC ADS 29260V105 97,501 2,018,664 SH   DFND BC 01 02 BA 0 2,018,664 0
ENVESTNET INC COM 29404K106 3,509 47,710 SH   DFND 01 02 0 47,710 0
EPAM SYS INC COM 29414B104 42,546 168,827 SH   DFND 01 02 BA 0 168,827 0
EQUINIX INC COM 29444U700 156,799 223,265 SH   DFND 01 02 0 214,369 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 9,757 156,156 SH   DFND 01 02 0 156,156 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 52 876 SH   DFND 2 0 876 0
ESCO TECHNOLOGIES INC COM 296315104 7,320 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 14,803 288,500 SH   DFND 2 0 288,500 0
ESSENT GROUP LTD COM G3198U102 27,668 762,846 SH   DFND 01 02 0 722,796 40,050
ESSEX PPTY TR INC COM 297178105 47 205 SH   DFND 2 0 205 0
EVERBRIDGE INC COM 29978A104 14,874 107,500 SH   DFND 2 0 107,500 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 68 6,071 SH   DFND 2 0 6,071 0
FACEBOOK INC. CL A 30303M102 86,252 379,848 SH   DFND BC 01 02 0 379,848 0
FACTSET RESH SYS INC COM 303075105 907,859 2,763,901 SH   DFND 01 02 0 2,615,817 121,758
FAIR ISAAC CORP COM 303250104 44,584 106,649 SH   DFND 01 02 BA 0 97,602 0
FASTENAL CO COM 311900104 3,385 79,020 SH   DFND 01 02 0 79,020 0
FIDELITY NATL INFORMATION SV COM 31620M106 138,315 1,031,507 SH   DFND 01 02 BA 0 975,091 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 38,634 364,502 SH   DFND 01 02 0 340,719 0
FIVERR INTL LTD ORD SHS M4R82T106 44,584 603,955 SH   DFND BC 02 0 603,955 0
FLEETCOR TECHNOLOGIES INC COM 339041105 62,036 246,636 SH   DFND 01 02 BA 0 231,817 0
FLOOR & DECOR HLDGS INC CL A 339750101 138,027 2,394,232 SH   DFND 01 02 0 2,394,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 38,426 619,670 SH   DFND 01 02 0 569,071 50,599
FORESTAR GROUP INC COM 346232101 9,999 663,076 SH   DFND 01 02 0 634,076 29,000
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,130 111,536 SH   DFND 01 02 0 111,536 0
GAMING & LEISURE PPTYS INC COM 36467J108 311,485 9,002,448 SH   DFND 01 02 0 8,560,761 441,687
GARTNER INC COM 366651107 703,410 5,797,493 SH   DFND 01 02 0 5,539,741 140,000
GCI LIBERTY INC CL A 36164V305 3,393 47,709 SH   DFND 01 02 0 47,709 0
GDS HLDGS LTD SPONSORED ADR 36165L108 320,832 4,027,522 SH   DFND BC 01 02 0 3,877,717 98,151
GLOBAL PMTS INC COM 37940X102 305 1,800 SH   DFND BA 0 1,800 0
GLOBANT S A COM L44385109 25,997 173,486 SH   DFND 01 02 0 165,839 7,647
GOLAR LNG LTD BERMUDA SHS G9456A100 23,594 3,258,898 SH   DFND 01 02 0 3,025,225 233,673
GRID DYNAMICS HLDGS INC COM CL A 39813G109 14,490 2,100,000 SH   DFND 2 0 2,100,000 0
GUARDANT HEALTH INC COM 40131M109 76,074 937,677 SH   DFND 01 02 BA 0 908,364 0
GUIDEWIRE SOFTWARE INC COM 40171V100 634,364 5,722,725 SH   DFND 01 02 BA 0 5,440,776 179,500
HEALTHEQUITY INC COM 42226A107 62,063 1,057,836 SH   DFND 01 02 BA 0 1,057,836 0
HEICO CORP NEW CL A 422806208 19,606 241,338 SH   DFND 01 02 0 241,338 0
HEICO CORP NEW COM 422806109 12,555 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 8,567 230,000 SH   DFND 2 0 230,000 0
HILTON GRAND VACATIONS INC COM 43283X105 4,467 228,500 SH   DFND 01 02 0 228,500 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 6,382 86,883 SH   DFND 01 02 0 86,883 0
HOME DEPOT INC COM 437076102 16,737 66,810 SH   DFND 01 02 2,000 64,810 0
HOST HOTELS & RESORTS INC COM 44107P104 58 5,356 SH   DFND 2 0 5,356 0
HOULIHAN LOKEY INC CL A 441593100 72,457 1,302,239 SH   DFND 01 02 BA 0 1,269,114 33,125
HUMANA INC COM 444859102 808 2,085 SH   DFND BA 0 2,085 0
HYATT HOTELS CORP COM CL A 448579102 242,641 4,824,842 SH   DFND 01 02 0 4,478,725 309,000
I3 VERTICALS INC COM CL A 46571Y107 21 700 SH   DFND BA 0 700 0
ICHOR HOLDINGS SHS G4740B105 9,037 340,000 SH   DFND 2 0 340,000 0
ICON PLC SHS G4705A100 114,691 680,823 SH   DFND 01 02 BA 0 680,823 0
IDEX CORP COM 45167R104 77,518 490,494 SH   DFND 01 02 0 458,997 0
IDEXX LABS INC COM 45168D104 1,134,804 3,437,134 SH   DFND 01 02 BA 0 3,267,498 105,425
IHS MARKIT LTD SHS G47567105 765 10,132 SH   DFND 02 BA 0 10,132 0
ILLUMINA INC COM 452327109 189,401 511,412 SH   DFND 01 02 BA 0 488,606 0
IMMUNOMEDICS INC COM 452907108 242 6,815 SH   DFND BA 0 6,815 0
INARI MED INC COM 45332Y109 4,456 91,987 SH   DFND 02 BA 0 91,987 0
INOGEN INC COM 45780L104 12,787 360,000 SH   DFND 2 0 360,000 0
INSPIRE MED SYS INC COM 457730109 32,540 373,935 SH   DFND 02 BA 0 373,935 0
INSTALLED BLDG PRODS INC COM 45780R101 141,632 2,059,200 SH   DFND 01 02 0 2,059,200 0
INSULET CORP COM 45784P101 327 1,685 SH   DFND BA 0 1,685 0
INTUIT COM 461202103 376 1,270 SH   DFND BA 0 1,270 0
INTUITIVE SURGICAL INC COM 46120E602 23,485 41,214 SH   DFND 01 02 BA 0 41,214 0
INVITATION HOMES INC COM 46187W107 14,155 514,180 SH   DFND 01 02 0 514,180 0
IQVIA HLDGS INC COM 46266C105 743 5,234 SH   DFND 02 BA 0 5,234 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 330,197 12,979,457 SH   DFND 01 02 0 12,176,123 803,334
HENRY JACK & ASSOC INC COM 426281101 221 1,200 SH   DFND BA 0 1,200 0
JERNIGAN CAP INC COM 476405105 132 9,663 SH   DFND 2 0 9,663 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 64,369 748,300 SH   DFND 01 02 0 748,300 0
JONES LANG LASALLE INC COM 48020Q107 668 6,453 SH   DFND 01 02 0 6,453 0
KILROY RLTY CORP COM 49427F108 46 788 SH   DFND 2 0 788 0
KINSALE CAP GROUP INC COM 49714P108 295,048 1,900,958 SH   DFND BC 01 02 BA 0 1,809,340 91,618
KORNIT DIGITAL LTD SHS M6372Q113 12,678 237,500 SH   DFND 2 0 237,500 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 53,186 3,402,839 SH   DFND 2 0 3,402,839 0
LAS VEGAS SANDS CORP COM 517834107 151 3,317 SH   DFND 2 0 3,317 0
LENDINGTREE INC COM 52603B107 3,201 11,055 SH   DFND 01 02 0 11,055 0
LENNAR CORP COM 526057104 23,749 385,411 SH   DFND 01 02 0 385,411 0
LEXINFINTECH HLDGS LTD ADR 528877103 29,849 2,805,334 SH   DFND 01 02 0 2,581,756 223,578
LIBERTY BROADBAND CORP COM SER A 530307107 12,219 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 91,061 734,602 SH   DFND 01 02 0 702,806 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 5,398 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 39,637 1,250,000 SH   DFND 2 0 1,250,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 34,450 1,000,000 SH   DFND 2 0 1,000,000 0
LITTELFUSE INC COM 537008104 35,869 210,218 SH   DFND 01 02 0 203,218 7,000
LOWES COS INC COM 548661107 18,392 136,114 SH   DFND 01 02 0 136,114 0
LULULEMON ATHLETICA INC COM 550021109 96 308 SH   DFND BC 0 308 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 16,875 225,000 SH   DFND 2 0 225,000 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 33,050 225,000 SH   DFND 2 0 225,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 186,502 11,781,535 SH   DFND 01 02 0 11,322,535 459,000
MANHATTAN ASSOCS INC COM 562750109 5,002 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 155,716 310,860 SH   DFND 01 02 BA 0 290,663 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 230,936 2,809,098 SH   DFND 01 02 0 2,679,248 129,850
MASIMO CORP COM 574795100 205 900 SH   DFND BA 0 900 0
MASTERCARD INC CL A 57636Q104 33,072 111,842 SH   DFND 01 02 BA 0 111,842 0
MAXIMUS INC COM 577933104 1,815 25,760 SH   DFND 1 0 25,760 0
MEDALLIA INC COM 584021109 6,310 250,000 SH   DFND 2 0 250,000 0
MERCADOLIBRE INC COM 58733R102 66,954 67,921 SH   DFND 01 02 0 67,063 858
MERCURY SYS INC COM 589378108 96,799 1,230,600 SH   DFND 2 0 1,230,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 371,368 461,012 SH   DFND 01 02 BA 0 436,801 7,025
MGM GROWTH PPTYS LLC CL A COM 55303A105 13,695 503,303 SH   DFND 01 02 0 503,303 0
MGM RESORTS INTERNATIONAL COM 552953101 4,462 265,622 SH   DFND 01 02 0 265,622 0
MICROSOFT CORP COM 594918104 83,161 408,635 SH   DFND BC 01 02 0 408,635 0
MODERNA INC COM 60770K107 64 1,000 SH   DFND BA 0 1,000 0
MOELIS & CO CL A 60786M105 58,525 1,878,214 SH   DFND 01 02 0 1,826,189 52,025
MOODYS CORP COM 615369105 1,005 3,658 SH   DFND 02 BA 0 3,658 0
MORNINGSTAR INC COM 617700109 190,191 1,349,157 SH   DFND 01 02 0 1,275,157 74,000
MSCI INC CL A 55354G100 764,473 2,290,075 SH   DFND 01 02 BA 0 2,157,770 127,200
NEOGEN CORP COM 640491106 63,505 818,361 SH   DFND 01 02 0 744,311 74,050
NETFLIX INC COM 64110L106 11,786 25,900 SH   DFND 01 02 0 25,900 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 19,213 157,480 SH   DFND 02 BA 0 157,480 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 21,069 2,544,622 SH   DFND 02 01 0 2,544,622 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 55,917 429,371 SH   DFND 01 02 0 395,158 34,213
NOVA MEASURING INSTRUMENTS L COM M7516K103 10,602 220,000 SH   DFND 2 0 220,000 0
NOVANTA INC COM 67000B104 1,114 10,431 SH   DFND 2 0 10,431 33,732
NVIDIA CORP COM 67066G104 12,401 32,641 SH   DFND BC 01 02 0 32,641 0
OKTA INC CL A 679295105 11,967 59,765 SH   DFND 2 0 59,765 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 93,734 959,899 SH   DFND 01 02 0 959,899 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 11,007 2,307,500 SH   DFND 2 0 2,307,500 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 106,812 3,022,423 SH   DFND 01 02 0 2,815,990 206,433
PAR TECHNOLOGY CORP COM 698884103 14,615 488,308 SH   DFND BC 02 0 488,308 0
PARK HOTELS RESORTS INC COM 700517105 26 2,600 SH   DFND 2 0 2,600 0
PAYLOCITY HLDG CORP COM 70438V106 250 1,715 SH   DFND 1 0 1,715 0
PAYPAL HLDGS INC COM 70450Y103 12,794 73,431 SH   DFND 01 02 BA 0 73,431 0
PEBBLEBROOK HOTEL TR COM 70509V100 40 2,892 SH   DFND 2 0 2,892 0
PEGASYSTEMS INC COM 705573103 124,847 1,234,028 SH   DFND 01 02 0 1,234,028 0
PENN NATL GAMING INC COM 707569109 370,825 12,142,267 SH   DFND 01 02 0 11,522,267 620,000
PERFORMANCE FOOD GROUP CO COM 71377A103 18,711 642,100 SH   DFND 01 02 0 615,100 27,000
PINDUODUO INC SPONSORED ADS 722304102 12,628 147,108 SH   DFND 2 0 147,108 0
PING IDENTITY HLDG CORP COM 72341T103 15,151 472,131 SH   DFND 2 0 472,131 0
PLANET FITNESS INC CL A 72703H101 48,456 800,000 SH   DFND 2 0 800,000 0
POLYONE CORP COM 73179P106 47,214 1,800,000 SH   DFND 2 0 1,800,000 0
POOL CORPORATION COM 73278L105 10,047 36,954 SH   DFND 01 02 0 36,954 0
PRA HEALTH SCIENCES INC COM 69354M108 63,663 654,364 SH   DFND 01 02 0 654,364 0
PRIMERICA INC COM 74164M108 271,564 2,329,020 SH   DFND 01 02 0 2,201,520 127,500
PROGYNY INC COM 74340E103 10,538 408,279 SH   DFND 2 0 408,279 0
PROLOGIS INC COM 74340W103 20,140 215,791 SH   DFND 01 02 0 215,791 0
PTC THERAPEUTICS INC COM 69366J200 33,024 650,847 SH   DFND 01 02 BA 0 624,924 0
PURPLE INNOVATION INC COM 74640Y106 193 10,706 SH   DFND BC 0 10,706 0
QTS RLTY TR INC COM CL A 74736A103 115 1,802 SH   DFND 2 0 1,802 0
QUAKER CHEM CORP COM 747316107 18,565 100,000 SH   DFND 2 0 100,000 0
QUALCOMM INC COM 747525103 365 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 18,203 175,000 SH   DFND 2 0 175,000 0
RAVEN INDS INC COM 754212108 3,764 175,000 SH   DFND 2 0 175,000 0
RBC BEARINGS INC COM 75524B104 26,808 200,000 SH   DFND 2 0 200,000 0
RED ROCK RESORTS INC CL A 75700L108 74,416 6,820,926 SH   DFND 01 02 0 6,708,676 112,250
REPAY HLDGS CORP COM CL A 76029L100 93,951 3,814,500 SH   DFND 2 0 3,814,500 0
REVANCE THERAPEUTICS INC COM 761330109 14,206 581,732 SH   DFND 2 0 581,732 0
REXFORD INDL RLTY INC COM 76169C100 35,008 844,998 SH   DFND 01 02 0 844,998 0
RINGCENTRAL INC CL A 76680R206 109,045 382,601 SH   DFND BC 01 02 0 369,784 0
ROBERT HALF INTL INC COM 770323103 5,470 103,544 SH   DFND 1 42,000 61,544 0
ROLLINS INC COM 775711104 53,250 1,256,190 SH   DFND 01 02 0 1,182,192 0
ROPER INDUSTRIES INC NEW COM 776696106 124,111 319,659 SH   DFND 01 02 0 299,898 0
S&P GLOBAL INC COM 78409V104 13,706 41,598 SH   DFND 01 02 BA 0 41,598 0
SALESFORCE.COM INC COM 79466L302 8,857 47,282 SH   DFND 01 02 0 47,282 0
SANOFI SPONSORED ADR 80105N105 1,258 24,644 SH   DFND BA 0 24,644 0
SBA COMMUNICATIONS CORP COM 78410G104 288,098 967,033 SH   DFND 01 02 0 934,168 0
SCHRODINGER INC COM 80810D103 87,084 951,014 SH   DFND 01 02 BA 0 898,014 53,000
SERVICENOW INC COM 81762P102 24,596 60,723 SH   DFND 01 02 0 60,723 0
SHIFT4 PMTS INC CL A 82452J109 21,636 609,463 SH   DFND BC 02 BA 0 609,463 0
SHOCKWAVE MED INC COM 82489T104 300 6,326 SH   DFND BC BA 0 6,326 0
SHOPIFY INC CL A 82509L107 87,493 92,176 SH   DFND 01 02 0 92,176 0
SIENTRA INC COM 82621J105 7,025 1,815,363 SH   DFND 2 0 1,815,363 0
SILK ROAD MEDICAL INC COM 82710m100 61,824 1,475,870 SH   DFND 02 BA 0 1,475,870 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 151,139 1,326,126 SH   DFND 01 02 0 1,326,126 0
SL GREEN RLTY CORP COM 78440X101 56 1,131 SH   DFND 2 0 1,131 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 23,270 748,486 SH   DFND 01 02 0 748,486 0
SNAP INC CL A 83304A106 13,307 566,505 SH   DFND 01 02 0 566,505 0
SONY CORP ADR 835699307 3,081 44,569 SH   DFND 2 0 44,569 0
SPLUNK INC COM 848637104 63,983 322,007 SH   DFND 01 02 0 322,007 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 31,829 123,277 SH   DFND 01 02 0 123,277 0
SQUARE INC COM 852234103 176 1,679 SH   DFND BC 0 1,679 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 298,699 5,288,577 SH   DFND 01 02 0 4,992,294 225,000
STONECO LTD COM CL A G85158106 74,804 1,929,937 SH   DFND 01 02 0 1,812,888 117,049
STORE CAP CORP COM 862121100 88 3,688 SH   DFND 2 0 3,688 0
SUMMIT MATLS INC CL A 86614U100 20,100 1,250,000 SH   DFND 2 0 1,250,000 0
SUN CMNTYS INC COM 866674104 131 968 SH   DFND 2 0 968 0
PRICE T ROWE GROUP INC COM 74144T108 40,759 330,033 SH   DFND 01 02 4,000 305,562 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 8,576 207,000 SH   DFND 2 0 207,000 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 175,163 3,085,480 SH   DFND 01 02 0 2,840,237 245,243
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,626 61,801 SH   DFND 01 02 0 61,801 0
TAL ED GROUP ADS REPSTG COM 874080104 35,718 522,346 SH   DFND BC 02 0 522,346 0
TAYLOR MORRISON HOME CORP COM 87724P106 8,816 457,023 SH   DFND 01 02 0 457,023 0
TE CONNECTIVITY LTD REG SHS H84989104 160 1,958 SH   DFND 2 0 1,958 0
TELADOC INC COM 87918A105 129,771 680,000 SH   DFND 2 0 680,000 0
TELEFLEX INC COM 879369106 80,889 222,236 SH   DFND 01 02 BA 0 208,759 25,591
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 36,026 2,676,554 SH   DFND 01 02 0 2,463,980 212,574
TERRENO RLTY CORP COM 88146M101 56 1,060 SH   DFND 2 0 1,060 0
TESLA MOTORS INC COM 88160R101 1,746,064 1,617,010 SH   DFND 01 02 230,500 1,352,010 34,500
TEXAS INSTRS INC COM 882508104 171 1,347 SH   DFND 2 0 1,347 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 87,555 3,138,175 SH   DFND 01 02 0 2,975,675 162,500
SCHWAB CHARLES CORP NEW COM 808513105 225,877 6,694,639 SH   DFND 01 02 187,250 6,183,538 201,000
CHEESECAKE FACTORY INC COM 163072101 38,162 1,665,000 SH   DFND 2 0 1,665,000 0
COOPER COS INC COM NEW 216648402 68,306 240,818 SH   DFND 01 02 BA 0 228,295 0
LAUDER ESTEE COS INC COM 518439104 128 681 SH   DFND 2 0 681 0
GOLDMAN SACHS GROUP INC COM 38141G104 158 800 SH   DFND   800 0 0
HOWARD HUGHES CORP COM 44267D107 5,645 108,670 SH   DFND 01 02 0 108,670 0
SMUCKER J M CO COM 832696405 27 251 SH   DFND   251 0 0
PROCTER & GAMBLE CO COM 742718109 215 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 3,197 250,000 SH   DFND 2 0 250,000 0
SHERWIN WILLIAMS CO COM 824348106 10,457 18,097 SH   DFND 01 02 0 18,097 0
TORO CO COM 891092108 36,576 551,335 SH   DFND 01 02 0 514,143 0
THE TRADE DESK INC COM CL A 88339J105 158,374 389,605 SH   DFND BC 01 02 0 383,856 0
THERAPEUTICSMD INC COM 88338N107 4,789 3,831,500 SH   DFND 2 0 3,831,500 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,306 3,605 SH   DFND 02 BA 0 3,605 0
TIFFANY & CO NEW COM 886547108 366 3,000 SH   DFND   3,000 0 0
TOLL BROTHERS INC COM 889478103 9,426 289,231 SH   DFND 01 02 0 289,231 0
TOWER SEMICONDUCTOR LTD COM M87915274 4,038 211,500 SH   DFND 2 0 211,500 0
TPI COMPOSITES INC COM 87266J104 16,523 707,000 SH   DFND 2 0 707,000 0
TRADEWEB MKTS INC CL A 892672106 21,437 368,705 SH   DFND 01 02 BA 0 346,674 0
TRANSDIGM GROUP INC COM 893641100 55,256 125,000 SH   DFND 2 0 125,000 0
TRANSUNION COM 89400J107 144,893 1,664,673 SH   DFND 01 02 BA 0 1,563,336 0
TREX CO INC COM 89531P105 306,197 2,354,094 SH   DFND 01 02 0 2,259,094 95,000
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 52 6,471 SH   DFND BA 0 6,471 0
TWILIO INC CL A 90138F102 57,937 264,046 SH   DFND 01 02 0 264,046 0
UNITEDHEALTH GROUP INC COM 91324P102 1,952 6,617 SH   DFND 02 BA 0 6,617 0
VAIL RESORTS INC COM 91879Q109 822,389 4,514,901 SH   DFND 01 02 0 4,228,088 244,525
VARONIS SYS INC COM 922280102 13,007 147,000 SH   DFND 2 0 147,000 0
VEEVA SYS INC CL A COM 922475108 183,151 781,295 SH   DFND 01 02 BA 0 750,183 0
VERACYTE INC COM 92337F107 13,447 519,190 SH   DFND 2 0 519,190 0
VERISIGN INC COM 92343E102 154,617 747,557 SH   DFND 01 02 0 700,744 0
VERISK ANALYTICS INC CL A 92345Y106 251,729 1,479,016 SH   DFND 01 02 BA 0 1,389,590 0
VERTEX PHARMACEUTICALS INC COM 92532F100 23,202 79,920 SH   DFND 01 02 BA 0 79,920 0
VERTIV HOLDINGS CO COM CL A 92537N108 94,920 7,000,000 SH   DFND 2 0 7,000,000 0
VIEWRAY INC COM 92672L107 4,446 1,985,000 SH   DFND 2 0 1,985,000 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 2,451 150,000 SH   DFND 2 0 150,000 0
VISA INC COM CL A 92826C839 28,871 149,461 SH   DFND 01 02 BA 0 149,461 0
VROOM INC COM 92918V109 15,642 300,000 SH   DFND BC 02 0 300,000 0
VULCAN MATLS CO COM 929160109 10,800 93,220 SH   DFND 01 02 0 93,220 0
WASTE CONNECTIONS INC COM 94106B101 79,721 850,000 SH   DFND 2 0 850,000 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 327,215 1,440,396 SH   DFND 01 02 BA 0 1,361,763 37,520
WEX INC COM 96208T104 61,879 375,000 SH   DFND 2 0 375,000 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 15,320 2,000,000 SH   DFND 2 0 2,000,000 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 75,084 381,235 SH   DFND 01 02 0 355,123 0
WINGSTOP INC COM 974155103 1,390 10,000 SH   DFND 2 0 10,000 0
WIX COM LTD SHS M98068105 451,804 1,763,343 SH   DFND BC 01 02 0 1,705,990 21,410
WW INTL INC COM 98262P101 143 5,617 SH   DFND 1 0 5,617 0
WYNN RESORTS LTD COM 983134107 21,813 292,833 SH   DFND 01 02 0 292,833 0
XP INC COM G98239109 46,528 1,107,553 SH   DFND 01 02 0 1,024,060 83,493
YANDEX N V SHS CLASS A N97284108 56,513 1,129,799 SH   DFND 01 02 0 1,038,734 91,065
YEXT INC COM 98585N106 5,813 350,000 SH   DFND 2 0 350,000 0
ZAI LAB LTD ADR 98887Q104 167,490 2,039,323 SH   DFND 01 02 BA 0 1,904,266 135,057
ZILLOW GROUP INC CL A 98954M101 176,861 3,076,916 SH   DFND BC 01 02 0 2,984,091 92,825
ZILLOW GROUP INC CL C CAP STK 98954M200 113,038 1,962,127 SH   DFND 01 02 0 1,865,940 0
ZOETIS INC CL A 98978V103 271 1,978 SH   DFND BA 0 1,978 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,681 18,461 SH   DFND 01 02 0 18,461 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 163,418 3,202,391 SH   DFND BC 01 02 BA 0 3,071,647 0
ZSCALER INC COM 98980G102 11,285 103,062 SH   DFND 2 0 103,062 0