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
ANGI HOMESERVICES INC COM CL A 00183L102 25,522 1,934,205 SH   DFND   0 1,934,205 0
THE AARONS COMPANY INC COM 00258W108 6,334 334,068 SH   DFND   0 334,068 0
ABIOMED INC COM 003654100 5,676 17,507 SH   DFND   0 17,507 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 80,347 1,598,623 SH   DFND   0 1,598,623 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 198 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 29,549 340,034 SH   DFND   0 340,034 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,234 33,502 SH   DFND   0 33,502 0
ALIGN TECHNOLOGY INC COM 016255101 36,918 69,086 SH   DFND   0 69,086 0
AMAZON COM INC COM 023135106 163 50 SH   DFND   0 50 0
ANSYS INC COM 03662Q105 38,670 106,294 SH   DFND   0 106,294 0
ASPEN TECHNOLOGY INC COM 045327103 52,048 399,601 SH   DFND   0 399,601 0
AUTODESK INC COM 052769106 16,024 52,478 SH   DFND   0 52,478 0
AXON ENTERPRISE INC COM 05464C101 83,656 682,740 SH   DFND   0 682,740 0
AZEK CO INC CL A 05478C105 42,353 1,101,517 SH   DFND   0 1,101,517 0
BALCHEM CORP COM 057665200 37,261 323,394 SH   DFND   0 323,394 0
BIOTELEMETRY INC COM 090672106 26,270 364,459 SH   DFND   0 364,459 0
BIO-TECHNE CORP COM 09073M104 52,952 166,751 SH   DFND   0 166,751 0
BOINGO WIRELESS INC COM 09739C102 12,755 1,002,758 SH   DFND   0 1,002,758 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 65,018 375,846 SH   DFND   0 375,846 0
BROWN FORMAN CORP CL B 115637209 7,712 97,094 SH   DFND   0 97,094 0
BURLINGTON STORES INC COM 122017106 49,136 187,865 SH   DFND   0 187,865 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,262 56,054 SH   DFND   0 56,054 0
CME GROUP INC COM 12572Q105 146 804 SH   DFND   0 804 0
CABOT OIL & GAS CORP COM 127097103 17,955 1,102,865 SH   DFND   0 1,102,865 0
CADENCE DESIGN SYSTEM INC COM 127387108 97,580 715,241 SH   DFND   0 715,241 0
CALAVO GROWERS INC COM 128246105 56,031 807,015 SH   DFND   0 807,015 0
CERNER CORP COM 156782104 36,833 469,336 SH   DFND   0 469,336 0
CHEGG INC COM 163092109 88,007 974,287 SH   DFND   0 974,287 0
CHUYS HLDGS INC COM 171604101 7,160 270,287 SH   DFND   0 270,287 0
CIENA CORP COM NEW 171779309 25,648 485,305 SH   DFND   0 485,305 0
COGNEX CORP COM 192422103 63,941 796,430 SH   DFND   0 796,430 0
COPART INC COM 217204106 15,629 122,818 SH   DFND   0 122,818 0
COSTAR GROUP INC COM 22160N109 51,441 55,655 SH   DFND   0 55,655 0
COUPA SOFTWARE INC COM 22266L106 23,965 70,712 SH   DFND   0 70,712 0
DEXCOM INC COM 252131107 65,341 176,730 SH   DFND   0 176,730 0
DOCUSIGN INC COM 256163106 50,773 228,397 SH   DFND   0 228,397 0
DOLLAR TREE INC COM 256746108 40,822 377,839 SH   DFND   0 377,839 0
DOMINOS PIZZA INC COM 25754A201 53,863 140,467 SH   DFND   0 140,467 0
DROPBOX INC CL A 26210C104 4,745 213,815 SH   DFND   0 213,815 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 15,489 577,513 SH   DFND   0 577,513 0
EHEALTH INC COM 28238P109 3,475 49,213 SH   DFND   0 49,213 0
8X8 INC NEW COM 282914100 45,288 1,313,838 SH   DFND   0 1,313,838 0
ELECTRONIC ARTS INC COM 285512109 49,315 343,421 SH   DFND   0 343,421 0
ENCORE CAP GROUP INC COM 292554102 55,310 1,420,026 SH   DFND   0 1,420,026 0
ENVESTNET INC COM 29404K106 88,843 1,079,628 SH   DFND   0 1,079,628 0
EXELIXIS INC COM 30161Q104 28,296 1,409,846 SH   DFND   0 1,409,846 0
EZCORP INC CL A NON VTG 302301106 7,562 1,578,732 SH   DFND   0 1,578,732 0
FASTENAL CO COM 311900104 6,888 141,068 SH   DFND   0 141,068 0
FIREEYE INC COM 31816Q101 73,596 3,191,519 SH   DFND   0 3,191,519 0
FIRSTCASH INC COM 33767D105 68,728 981,269 SH   DFND   0 981,269 0
FIVE9 INC COM 338307101 80,821 463,421 SH   DFND   0 463,421 0
FLOOR & DECOR HLDGS INC CL A 339750101 70,481 759,085 SH   DFND   0 759,085 0
FORTINET INC COM 34959E109 31,784 213,993 SH   DFND   0 213,993 0
FOX FACTORY HLDG CORP COM 35138V102 23,977 226,817 SH   DFND   0 226,817 0
GLOBAL PMTS INC COM 37940X102 13,493 62,636 SH   DFND   0 62,636 0
GUIDEWIRE SOFTWARE INC COM 40171V100 36,345 282,334 SH   DFND   0 282,334 0
HMS HLDGS CORP COM 40425J101 53,158 1,446,468 SH   DFND   0 1,446,468 0
HALOZYME THERAPEUTICS INC COM 40637H109 41,608 974,207 SH   DFND   0 974,207 0
HEALTHSTREAM INC COM 42222N103 8,444 386,640 SH   DFND   0 386,640 0
HEALTHEQUITY INC COM 42226A107 40,554 581,757 SH   DFND   0 581,757 0
HEICO CORP NEW CL A 422806208 62,883 537,188 SH   DFND   0 537,188 0
HOLOGIC INC COM 436440101 50,451 692,718 SH   DFND   0 692,718 0
HUB GROUP INC CL A 443320106 18,411 322,996 SH   DFND   0 322,996 0
HUNT J B TRANS SVCS INC COM 445658107 24,642 180,326 SH   DFND   0 180,326 0
HYDROFARM HLDGS GROUP INC COM 44888K209 1,218 23,163 SH   DFND   0 23,163 0
IAC INTERACTIVECORP NEW COM 44891N109 58,736 310,196 SH   DFND   0 310,196 0
IPG PHOTONICS CORP COM 44980X109 32,097 143,424 SH   DFND   0 143,424 0
IRHYTHM TECHNOLOGIES INC COM 450056106 14,885 62,752 SH   DFND   0 62,752 0
IDEXX LABS INC COM 45168D104 100,709 201,470 SH   DFND   0 201,470 0
ILLUMINA INC COM 452327109 35,885 96,987 SH   DFND   0 96,987 0
INPHI CORP COM 45772F107 25,557 159,264 SH   DFND   0 159,264 0
INSULET CORP COM 45784P101 30,561 119,553 SH   DFND   0 119,553 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,457 10,337 SH   DFND   0 10,337 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,785 58,936 SH   DFND   0 58,936 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 87,380 3,185,577 SH   DFND   0 3,185,577 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,080 37,457 SH   DFND   0 37,457 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 57,909 582,294 SH   DFND   0 582,294 0
LIMONEIRA CO COM 532746104 7,907 474,911 SH   DFND   0 474,911 0
LINDSAY CORP COM 535555106 14,440 112,409 SH   DFND   0 112,409 0
LIVE NATION ENTERTAINMENT IN COM 538034109 64,982 884,345 SH   DFND   0 884,345 0
LULULEMON ATHLETICA INC COM 550021109 21,956 63,087 SH   DFND   0 63,087 0
MGP INGREDIENTS INC NEW COM 55303J106 19,175 407,459 SH   DFND   0 407,459 0
MANHATTAN ASSOCS INC COM 562750109 85,477 812,672 SH   DFND   0 812,672 0
MARKETAXESS HLDGS INC COM 57060D108 91,191 159,828 SH   DFND   0 159,828 0
MASTERCARD INCORPORATED CL A 57636Q104 153 430 SH   DFND   0 430 0
MATCH GROUP INC NEW COM 57667L107 80,470 532,243 SH   DFND   0 532,243 0
MAXIMUS INC COM 577933104 9,357 127,847 SH   DFND   0 127,847 0
MERCADOLIBRE INC COM 58733R102 14,115 8,426 SH   DFND   0 8,426 0
MERCURY SYS INC COM 589378108 71,813 815,500 SH   DFND   0 815,500 0
MICROSOFT CORP COM 594918104 423 1,903 SH   DFND   0 1,903 0
MICROCHIP TECHNOLOGY INC. COM 595017104 66,213 479,424 SH   DFND   0 479,424 0
MISSION PRODUCE INC COM 60510V108 10,804 717,903 SH   DFND   0 717,903 0
MONSTER BEVERAGE CORP NEW COM 61174X109 47,235 510,757 SH   DFND   0 510,757 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 14,420 465,778 SH   DFND   0 465,778 0
NATIONAL INSTRS CORP COM 636518102 48,607 1,106,205 SH   DFND   0 1,106,205 0
NEOGEN CORP COM 640491106 45,485 573,582 SH   DFND   0 573,582 0
NETFLIX INC COM 64110L106 168 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 28,057 859,335 SH   DFND   0 859,335 0
NVIDIA CORPORATION COM 67066G104 39 74 SH   DFND   0 74 0
NUVASIVE INC COM 670704105 34,112 605,582 SH   DFND   0 605,582 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 72,956 892,212 SH   DFND   0 892,212 0
OMNICELL COM COM 68213N109 33,602 279,968 SH   DFND   0 279,968 0
PRA HEALTH SCIENCES INC COM 69354M108 67,705 539,742 SH   DFND   0 539,742 0
PRA GROUP INC COM 69354N106 65,649 1,655,295 SH   DFND   0 1,655,295 0
PTC INC COM 69370C100 47,594 397,911 SH   DFND   0 397,911 0
PACIRA BIOSCIENCES INC COM 695127100 57,959 968,569 SH   DFND   0 968,569 0
PALO ALTO NETWORKS INC COM 697435105 44,900 126,339 SH   DFND   0 126,339 0
PALOMAR HLDGS INC COM 69753M105 53,796 605,541 SH   DFND   0 605,541 0
PAPA JOHNS INTL INC COM 698813102 42,964 506,356 SH   DFND   0 506,356 0
PAYPAL HLDGS INC COM 70450Y103 354 1,511 SH   DFND   0 1,511 0
PIONEER NAT RES CO COM 723787107 13,103 115,052 SH   DFND   0 115,052 0
PIPER SANDLER COMPANIES COM 724078100 48,513 480,798 SH   DFND   0 480,798 0
POOL CORP COM 73278L105 29,771 79,921 SH   DFND   0 79,921 0
POWER INTEGRATIONS INC COM 739276103 61,825 755,247 SH   DFND   0 755,247 0
PROG HOLDINGS INC COM NPV 74319R101 89,147 1,654,855 SH   DFND   0 1,654,855 0
PROOFPOINT INC COM 743424103 76,846 563,347 SH   DFND   0 563,347 0
PROS HOLDINGS INC COM 74346Y103 49,192 968,911 SH   DFND   0 968,911 0
PROTO LABS INC COM 743713109 65,524 427,145 SH   DFND   0 427,145 0
Q2 HLDGS INC COM 74736L109 65,868 520,573 SH   DFND   0 520,573 0
QUALYS INC COM 74758T303 46,007 377,508 SH   DFND   0 377,508 0
RAPID7 INC COM 753422104 52,428 581,501 SH   DFND   0 581,501 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 55 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 17,452 97,475 SH   DFND   0 97,475 0
REPLIGEN CORP COM 759916109 120,431 628,456 SH   DFND   0 628,456 0
REPAY HLDGS CORP COM CL A 76029L100 33,218 1,219,024 SH   DFND   0 1,219,024 0
RESMED INC COM 761152107 62,314 293,161 SH   DFND   0 293,161 0
REVOLVE GROUP INC CL A 76156B107 4,937 158,400 SH   DFND   0 158,400 0
RINGCENTRAL INC CL A 76680R206 72,889 192,334 SH   DFND   0 192,334 0
ROCKWELL AUTOMATION INC COM 773903109 34,169 136,235 SH   DFND   0 136,235 0
ROKU INC COM CL A 77543R102 73,361 220,953 SH   DFND   0 220,953 0
ROPER TECHNOLOGIES INC COM 776696106 6,826 15,834 SH   DFND   0 15,834 0
ROSS STORES INC COM 778296103 9,390 76,462 SH   DFND   0 76,462 0
SPS COMMERCE INC COM 78463M107 28,748 264,736 SH   DFND   0 264,736 0
SVB FINANCIAL GROUP COM 78486Q101 60,384 155,697 SH   DFND   0 155,697 0
SALESFORCE COM INC COM 79466L302 151 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 4,735 70,816 SH   DFND   0 70,816 0
SCHRODINGER INC COM 80810D103 13,167 166,298 SH   DFND   0 166,298 0
SEMTECH CORP COM 816850101 84,291 1,169,242 SH   DFND   0 1,169,242 0
SHOPIFY INC CL A 82509L107 7,850 6,935 SH   DFND   0 6,935 0
SILICON LABORATORIES INC COM 826919102 58,960 463,009 SH   DFND   0 463,009 0
SILVERGATE CAP CORP CL A 82837P408 16,123 216,972 SH   DFND   0 216,972 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 88,791 559,735 SH   DFND   0 559,735 0
SPLUNK INC COM 848637104 8,666 51,008 SH   DFND   0 51,008 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 10,278 585,631 SH   DFND   0 585,631 0
SQUARE INC CL A 852234103 7,854 36,086 SH   DFND   0 36,086 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 21,270 845,378 SH   DFND   0 845,378 0
TJX COS INC NEW COM 872540109 133 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 256 2,348 SH   DFND   0 2,348 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 91,675 441,192 SH   DFND   0 441,192 0
TANDEM DIABETES CARE INC COM NEW 875372203 56,117 586,506 SH   DFND   0 586,506 0
TELADOC HEALTH INC COM 87918A105 14,629 73,161 SH   DFND   0 73,161 0
TRADEWEB MKTS INC CL A 892672106 68,412 1,095,467 SH   DFND   0 1,095,467 0
TREX CO INC COM 89531P105 63,283 755,883 SH   DFND   0 755,883 0
TYLER TECHNOLOGIES INC COM 902252105 75,845 173,750 SH   DFND   0 173,750 0
ULTA BEAUTY INC COM 90384S303 46,359 161,441 SH   DFND   0 161,441 0
UNITED PARCEL SERVICE INC CL B 911312106 146 869 SH   DFND   0 869 0
UNITY SOFTWARE INC COM 91332U101 11,078 72,184 SH   DFND   0 72,184 0
VARONIS SYS INC COM 922280102 51,888 317,144 SH   DFND   0 317,144 0
VEEVA SYS INC CL A COM 922475108 10,334 37,957 SH   DFND   0 37,957 0
VERISK ANALYTICS INC COM 92345Y106 72,094 347,288 SH   DFND   0 347,288 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 7,631 656,736 SH   DFND   0 656,736 0
WARNER MUSIC GROUP CORP COM CL A 934550203 26,624 700,810 SH   DFND   0 700,810 0
WEX INC COM 96208T104 73,236 359,830 SH   DFND   0 359,830 0
WINGSTOP INC COM 974155103 60,592 457,129 SH   DFND   0 457,129 0
XILINX INC COM 983919101 11,568 81,594 SH   DFND   0 81,594 0
YETI HLDGS INC COM 98585X104 15,527 226,764 SH   DFND   0 226,764 0
MIMECAST LTD ORD SHS G14838109 12,416 218,441 SH   DFND   0 218,441 0
ICON PLC SHS G4705A100 101,310 519,591 SH   DFND   0 519,591 0
IHS MARKIT LTD SHS G47567105 34,023 378,749 SH   DFND   0 378,749 0
MEDTRONIC PLC SHS G5960L103 106 908 SH   DFND   0 908 0
GARMIN LTD SHS H2906T109 31,474 263,028 SH   DFND   0 263,028 0
GLOBANT S A COM L44385109 39,180 180,048 SH   DFND   0 180,048 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 15,142 48,122 SH   DFND   0 48,122 0
CYBERARK SOFTWARE LTD SHS M2682V108 46,257 286,263 SH   DFND   0 286,263 0
KORNIT DIGITAL LTD SHS M6372Q113 99,474 1,116,054 SH   DFND   0 1,116,054 0
WIX COM LTD SHS M98068105 22,944 91,790 SH   DFND   0 91,790 0
NXP SEMICONDUCTORS N V COM N6596X109 7,360 46,287 SH   DFND   0 46,287 0