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
A K A BRANDS HLDG CORP COM 00152K101 9,618 1,123,560 SH   DFND   0 1,123,560 0
ANGI INC COM CL A NEW 00183L102 22,816 1,848,946 SH   DFND   0 1,848,946 0
ABIOMED INC COM 003654100 6,787 20,851 SH   DFND   0 20,851 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 100,531 1,576,214 SH   DFND   0 1,576,214 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 227 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 32,248 373,590 SH   DFND   0 373,590 0
ALIGN TECHNOLOGY INC COM 016255101 46,629 70,073 SH   DFND   0 70,073 0
ALPHA TEKNOVA INC COM 02080L102 9,118 366,324 SH   DFND   0 366,324 0
AMAZON COM INC COM 023135106 164 50 SH   DFND   0 50 0
AMERESCO INC CL A 02361E108 41,561 711,303 SH   DFND   0 711,303 0
ANSYS INC COM 03662Q105 36,592 107,481 SH   DFND   0 107,481 0
ASPEN TECHNOLOGY INC COM 045327103 37,927 308,854 SH   DFND   0 308,854 0
AUTODESK INC COM 052769106 15,655 54,898 SH   DFND   0 54,898 0
AXON ENTERPRISE INC COM 05464C101 92,801 530,230 SH   DFND   0 530,230 0
AZEK CO INC CL A 05478C105 40,182 1,099,966 SH   DFND   0 1,099,966 0
BALCHEM CORP COM 057665200 45,918 316,525 SH   DFND   0 316,525 0
BELLRING BRANDS INC COM CL A 079823100 11,253 365,944 SH   DFND   0 365,944 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 9,271 219,059 SH   DFND   0 219,059 0
BIO-TECHNE CORP COM 09073M104 78,576 162,156 SH   DFND   0 162,156 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 57,861 415,012 SH   DFND   0 415,012 0
BROOKS AUTOMATION INC NEW COM 114340102 59,686 583,155 SH   DFND   0 583,155 0
BROWN FORMAN CORP CL B 115637209 8,869 132,357 SH   DFND   0 132,357 0
BURLINGTON STORES INC COM 122017106 51,053 180,035 SH   DFND   0 180,035 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,387 61,918 SH   DFND   0 61,918 0
CME GROUP INC COM 12572Q105 167 866 SH   DFND   0 866 0
CABOT OIL & GAS CORP COM 127097103 24,212 1,112,684 SH   DFND   0 1,112,684 0
CADENCE DESIGN SYSTEM INC COM 127387108 108,532 716,666 SH   DFND   0 716,666 0
CERNER CORP COM 156782104 33,588 476,290 SH   DFND   0 476,290 0
CHEFS WHSE INC COM 163086101 19,095 586,270 SH   DFND   0 586,270 0
CHEGG INC COM 163092109 70,627 1,038,322 SH   DFND   0 1,038,322 0
CIENA CORP COM NEW 171779309 34,468 671,241 SH   DFND   0 671,241 0
COGNEX CORP COM 192422103 63,921 796,818 SH   DFND   0 796,818 0
COPART INC COM 217204106 18,653 134,468 SH   DFND   0 134,468 0
COSTAR GROUP INC COM 22160N109 36,150 420,052 SH   DFND   0 420,052 0
COUPA SOFTWARE INC COM 22266L106 24,722 112,793 SH   DFND   0 112,793 0
DEXCOM INC COM 252131107 94,513 172,828 SH   DFND   0 172,828 0
DOCUSIGN INC COM 256163106 40,409 156,970 SH   DFND   0 156,970 0
DOLLAR TREE INC COM 256746108 55,789 582,836 SH   DFND   0 582,836 0
DOMINOS PIZZA INC COM 25754A201 67,383 141,275 SH   DFND   0 141,275 0
DROPBOX INC CL A 26210C104 6,902 236,204 SH   DFND   0 236,204 0
8X8 INC NEW COM 282914100 32,372 1,384,004 SH   DFND   0 1,384,004 0
ELECTRONIC ARTS INC COM 285512109 53,934 379,147 SH   DFND   0 379,147 0
ENCORE CAP GROUP INC COM 292554102 11,222 227,764 SH   DFND   0 227,764 0
ENVESTNET INC COM 29404K106 94,558 1,178,441 SH   DFND   0 1,178,441 0
EXELIXIS INC COM 30161Q104 72,556 3,432,147 SH   DFND   0 3,432,147 0
FARFETCH LTD ORD SH CL A 30744W107 27,289 728,099 SH   DFND   0 728,099 0
FASTENAL CO COM 311900104 7,976 154,546 SH   DFND   0 154,546 0
FIREEYE INC COM 31816Q101 63,608 3,573,477 SH   DFND   0 3,573,477 0
FLOOR & DECOR HLDGS INC CL A 339750101 87,501 724,407 SH   DFND   0 724,407 0
FORTINET INC COM 34959E109 59,864 204,984 SH   DFND   0 204,984 0
FOX FACTORY HLDG CORP COM 35138V102 22,616 156,469 SH   DFND   0 156,469 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 11,880 1,579,779 SH   DFND   0 1,579,779 0
GUIDEWIRE SOFTWARE INC COM 40171V100 48,643 409,210 SH   DFND   0 409,210 0
HALOZYME THERAPEUTICS INC COM 40637H109 51,683 1,270,480 SH   DFND   0 1,270,480 0
HEALTHSTREAM INC COM 42222N103 13,256 463,836 SH   DFND   0 463,836 0
HEALTHEQUITY INC COM 42226A107 52,608 812,358 SH   DFND   0 812,358 0
HEICO CORP NEW CL A 422806208 65,965 556,997 SH   DFND   0 556,997 0
HOLOGIC INC COM 436440101 49,182 666,328 SH   DFND   0 666,328 0
HUB GROUP INC CL A 443320106 21,202 308,386 SH   DFND   0 308,386 0
HUNT J B TRANS SVCS INC COM 445658107 30,638 183,221 SH   DFND   0 183,221 0
HYDROFARM HLDGS GROUP INC COM 44888K209 10,439 275,802 SH   DFND   0 275,802 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 46,727 358,639 SH   DFND   0 358,639 0
IAA INC COM 449253103 25,074 459,486 SH   DFND   0 459,486 0
ICF INTL INC COM 44925C103 13,129 147,040 SH   DFND   0 147,040 0
IPG PHOTONICS CORP COM 44980X109 22,760 143,690 SH   DFND   0 143,690 0
IRHYTHM TECHNOLOGIES INC COM 450056106 16,027 273,682 SH   DFND   0 273,682 0
IDEXX LABS INC COM 45168D104 100,288 161,260 SH   DFND   0 161,260 0
ILLUMINA INC COM 452327109 27,577 67,989 SH   DFND   0 67,989 0
INSULET CORP COM 45784P101 21,879 76,978 SH   DFND   0 76,978 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,923 4,952 SH   DFND   0 4,952 0
KLA CORP COM NEW 482480100 5,910 17,669 SH   DFND   0 17,669 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,690 65,070 SH   DFND   0 65,070 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 40,383 1,810,068 SH   DFND   0 1,810,068 0
L3HARRIS TECHNOLOGIES INC COM 502431109 25 112 SH   DFND   0 112 0
LATTICE SEMICONDUCTOR CORP COM 518415104 21,123 326,731 SH   DFND   0 326,731 0
LESLIES INC COM 527064109 43,060 2,096,413 SH   DFND   0 2,096,413 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 57,144 410,164 SH   DFND   0 410,164 0
LIMONEIRA CO COM 532746104 11,945 738,698 SH   DFND   0 738,698 0
LINDSAY CORP COM 535555106 16,283 107,271 SH   DFND   0 107,271 0
LIVE NATION ENTERTAINMENT IN COM 538034109 68,662 753,448 SH   DFND   0 753,448 0
LULULEMON ATHLETICA INC COM 550021109 9,689 23,940 SH   DFND   0 23,940 0
MGP INGREDIENTS INC NEW COM 55303J106 70,777 1,087,209 SH   DFND   0 1,087,209 0
MAGNOLIA OIL & GAS CORP CL A 559663109 39,996 2,248,247 SH   DFND   0 2,248,247 0
MANHATTAN ASSOCIATES INC COM 562750109 123,375 806,213 SH   DFND   0 806,213 0
MARKETAXESS HLDGS INC COM 57060D108 68,958 163,916 SH   DFND   0 163,916 0
MASTERCARD INCORPORATED CL A 57636Q104 150 430 SH   DFND   0 430 0
MATCH GROUP INC NEW COM 57667L107 79,771 508,127 SH   DFND   0 508,127 0
MAXIMUS INC COM 577933104 22,054 265,071 SH   DFND   0 265,071 0
MEDPACE HLDGS INC COM 58506Q109 13,975 73,835 SH   DFND   0 73,835 0
MERCADOLIBRE INC COM 58733R102 6,217 3,702 SH   DFND   0 3,702 0
MERCURY SYS INC COM 589378108 34,625 730,177 SH   DFND   0 730,177 0
MICROSOFT CORP COM 594918104 469 1,665 SH   DFND   0 1,665 0
MICROCHIP TECHNOLOGY INC. COM 595017104 74,534 485,592 SH   DFND   0 485,592 0
MISSION PRODUCE INC COM 60510V108 24,628 1,339,957 SH   DFND   0 1,339,957 0
MONSTER BEVERAGE CORP NEW COM 61174X109 29,725 334,626 SH   DFND   0 334,626 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 27,425 444,203 SH   DFND   0 444,203 0
NATIONAL INSTRS CORP COM 636518102 47,431 1,209,043 SH   DFND   0 1,209,043 0
NEOGEN CORP COM 640491106 52,863 1,217,198 SH   DFND   0 1,217,198 0
NETFLIX INC COM 64110L106 157 258 SH   DFND   0 258 0
NICE LTD SPONSORED ADR 653656108 8,881 31,268 SH   DFND   0 31,268 0
NLIGHT INC COM 65487K100 23,203 823,092 SH   DFND   0 823,092 0
NVIDIA CORPORATION COM 67066G104 100 484 SH   DFND   0 484 0
NUVASIVE INC COM 670704105 43,634 729,050 SH   DFND   0 729,050 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 56,090 930,498 SH   DFND   0 930,498 0
OMNICELL COM COM 68213N109 39,848 268,465 SH   DFND   0 268,465 0
ONTO INNOVATION INC COM 683344105 44,938 621,978 SH   DFND   0 621,978 0
OPEN LENDING CORP COM CL A 68373J104 9,992 277,008 SH   DFND   0 277,008 0
PRA GROUP INC COM 69354N106 75,556 1,792,984 SH   DFND   0 1,792,984 0
PTC INC COM 69370C100 48,166 402,088 SH   DFND   0 402,088 0
PACIRA BIOSCIENCES INC COM 695127100 54,593 974,882 SH   DFND   0 974,882 0
PALO ALTO NETWORKS INC COM 697435105 61,392 128,167 SH   DFND   0 128,167 0
PALOMAR HLDGS INC COM 69753M105 63,842 789,831 SH   DFND   0 789,831 0
PAPA JOHNS INTL INC COM 698813102 78,484 618,033 SH   DFND   0 618,033 0
PAYPAL HLDGS INC COM 70450Y103 297 1,143 SH   DFND   0 1,143 0
PIONEER NAT RES CO COM 723787107 27,704 166,382 SH   DFND   0 166,382 0
PIPER SANDLER COMPANIES COM 724078100 49,027 354,087 SH   DFND   0 354,087 0
POOL CORP COM 73278L105 41,838 96,311 SH   DFND   0 96,311 0
POWER INTEGRATIONS INC COM 739276103 68,798 695,002 SH   DFND   0 695,002 0
PROG HOLDINGS INC COM NPV 74319R101 86,060 2,048,566 SH   DFND   0 2,048,566 0
PROS HOLDINGS INC COM 74346Y103 40,965 1,154,591 SH   DFND   0 1,154,591 0
Q2 HLDGS INC COM 74736L109 41,011 511,742 SH   DFND   0 511,742 0
QUALYS INC COM 74758T303 40,906 367,564 SH   DFND   0 367,564 0
RALPH LAUREN CORP CL A 751212101 44,213 398,168 SH   DFND   0 398,168 0
RAPID7 INC COM 753422104 63,967 565,981 SH   DFND   0 565,981 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 66 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 58,772 276,967 SH   DFND   0 276,967 0
REPLIGEN CORP COM 759916109 161,339 558,287 SH   DFND   0 558,287 0
REPAY HLDGS CORP COM CL A 76029L100 41,415 1,798,320 SH   DFND   0 1,798,320 0
RESMED INC COM 761152107 70,958 269,238 SH   DFND   0 269,238 0
REVOLVE GROUP INC CL A 76156B107 66,930 1,083,529 SH   DFND   0 1,083,529 0
RINGCENTRAL INC CL A 76680R206 37,334 171,652 SH   DFND   0 171,652 0
ROCKWELL AUTOMATION INC COM 773903109 40,656 138,267 SH   DFND   0 138,267 0
ROKU INC COM CL A 77543R102 30,913 98,652 SH   DFND   0 98,652 0
ROPER TECHNOLOGIES INC COM 776696106 7,802 17,488 SH   DFND   0 17,488 0
ROSS STORES INC COM 778296103 8,614 79,136 SH   DFND   0 79,136 0
RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 44,481 1,313,286 SH   DFND   0 1,313,286 0
SPS COMM INC COM 78463M107 44,193 273,961 SH   DFND   0 273,961 0
SVB FINANCIAL GROUP COM 78486Q101 82,321 127,258 SH   DFND   0 127,258 0
SALESFORCE COM INC COM 79466L302 184 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 6,974 91,568 SH   DFND   0 91,568 0
SCHRODINGER INC COM 80810D103 10,421 190,583 SH   DFND   0 190,583 0
SEMTECH CORP COM 816850101 89,201 1,144,042 SH   DFND   0 1,144,042 0
SHOPIFY INC CL A 82509L107 290 214 SH   DFND   0 214 0
SIGNATURE BK NEW YORK N Y COM 82669G104 11,004 40,416 SH   DFND   0 40,416 0
SILICON LABORATORIES INC COM 826919102 63,356 452,028 SH   DFND   0 452,028 0
SILVERGATE CAP CORP CL A 82837P408 58,189 503,801 SH   DFND   0 503,801 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 106,460 533,713 SH   DFND   0 533,713 0
SPLUNK INC COM 848637104 7,735 53,455 SH   DFND   0 53,455 0
SQUARE INC CL A 852234103 205 856 SH   DFND   0 856 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 33,073 1,240,078 SH   DFND   0 1,240,078 0
SYNEOS HEALTH INC CL A 87166B102 11,465 131,063 SH   DFND   0 131,063 0
TJX COS INC NEW COM 872540109 129 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 226 2,026 SH   DFND   0 2,026 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 66,426 431,144 SH   DFND   0 431,144 0
TANDEM DIABETES CARE INC COM NEW 875372203 97,933 820,346 SH   DFND   0 820,346 0
TOAST INC CL A 888787108 25 500 SH   DFND   0 500 0
TRADEWEB MKTS INC CL A 892672106 79,484 983,958 SH   DFND   0 983,958 0
TRAEGER INC COMMON STOCK 89269P103 10,537 503,449 SH   DFND   0 503,449 0
TREX CO INC COM 89531P105 74,297 728,902 SH   DFND   0 728,902 0
TYLER TECHNOLOGIES INC COM 902252105 71,025 154,856 SH   DFND   0 154,856 0
ULTA BEAUTY INC COM 90384S303 67,928 188,207 SH   DFND   0 188,207 0
UNITED PARCEL SERVICE INC CL B 911312106 158 869 SH   DFND   0 869 0
UNITY SOFTWARE INC COM 91332U101 26,994 213,817 SH   DFND   0 213,817 0
VARONIS SYS INC COM 922280102 58,829 966,782 SH   DFND   0 966,782 0
VEEVA SYS INC CL A COM 922475108 11,983 41,583 SH   DFND   0 41,583 0
VERISK ANALYTICS INC COM 92345Y106 70,922 354,130 SH   DFND   0 354,130 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 24,281 1,111,237 SH   DFND   0 1,111,237 0
WARNER MUSIC GROUP CORP COM CL A 934550203 45,777 1,071,049 SH   DFND   0 1,071,049 0
WEX INC COM 96208T104 69,415 394,090 SH   DFND   0 394,090 0
WINGSTOP INC COM 974155103 106,987 652,640 SH   DFND   0 652,640 0
XILINX INC COM 983919101 9,954 65,924 SH   DFND   0 65,924 0
YETI HLDGS INC COM 98585X104 18,104 211,272 SH   DFND   0 211,272 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,436 88,842 SH   DFND   0 88,842 0
MIMECAST LTD ORD SHS G14838109 18,635 292,998 SH   DFND   0 292,998 0
ICON PLC SHS G4705A100 163,859 625,370 SH   DFND   0 625,370 0
IHS MARKIT LTD SHS G47567105 5,591 47,940 SH   DFND   0 47,940 0
MEDTRONIC PLC SHS G5960L103 114 908 SH   DFND   0 908 0
GARMIN LTD SHS H2906T109 46,583 299,646 SH   DFND   0 299,646 0
GLOBANT S A COM L44385109 42,838 152,442 SH   DFND   0 152,442 0
NEOGAMES S A SHS L6673X107 10,353 281,950 SH   DFND   0 281,950 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,284 41,200 SH   DFND   0 41,200 0
CYBERARK SOFTWARE LTD SHS M2682V108 74,516 472,157 SH   DFND   0 472,157 0
KORNIT DIGITAL LTD SHS M6372Q113 134,549 929,592 SH   DFND   0 929,592 0
WIX COM LTD SHS M98068105 22,975 117,237 SH   DFND   0 117,237 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 114 153 SH   DFND   0 153 0
NXP SEMICONDUCTORS N V COM N6596X109 9,515 48,578 SH   DFND   0 48,578 0