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 11,524 151,132 SH   DFND 01 02 BA 0 145,743 0
ABBOTT LABS COM 002824100 834 9,596 SH   DFND BA 0 9,596 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 4,394 260,000 SH   DFND 2 0 260,000 0
ACCELERON PHARMA INC COM 00434H108 16,998 320,600 SH   DFND 01 02 BA 0 320,600 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 411 1,950 SH   DFND 2 0 1,950 0
ACTIVISION BLIZZARD INC COM 00507V109 29,168 490,876 SH   DFND 01 02 0 490,876 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 23,218 776,019 SH   DFND 01 02 BA 0 747,976 28,043
ADOBE SYS INC COM 00724F101 10,407 31,555 SH   DFND 01 02 0 31,555 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 32,043 825,000 SH   DFND 2 0 825,000 0
ADVANCED ENERGY INDS COM 007973100 2,848 40,000 SH   DFND 2 0 40,000 0
AFYA LTD COM G01125106 12,692 468,000 SH   DFND 2 0 468,000 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,321 50,653 SH   DFND 2 0 50,653 0
AIR LEASE CORP CL A 00912X302 75,250 1,583,539 SH   DFND 01 02 0 1,553,812 29,727
ALBANY INTL CORP CL A 012348108 8,161 107,495 SH   DFND 01 02 0 100,495 7,000
ALCON INC ORD SHS H01301128 219 3,879 SH   DFND BA 0 3,879 0
Alector Inc COM 014442107 8,154 473,260 SH   DFND 01 02 BA 0 441,806 31,454
ALEXANDERS INC COM 014752109 50,312 152,300 SH   DFND 01 02 5,000 141,685 3,878
ALEXANDER & BALDWIN COM 014491104 5,764 275,000 SH   DFND 2 0 275,000 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 201,875 1,249,382 SH   DFND 01 02 BA 0 1,170,995 65,954
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 421,053 1,985,165 SH   DFND BC 01 02 0 1,857,594 127,571
ALIGN TECHNOLOGY INC COM 016255101 4,978 17,840 SH   DFND 01 02 0 17,840 0
ALPHABET INC CL A 02079K305 3,863 2,884 SH   DFND 01 02 0 2,884 0
ALPHABET INC CL C 02079K107 54,268 40,589 SH   DFND 01 02 0 40,589 0
ALTAIR ENGR INC COM CL A 021369103 69,580 1,937,627 SH   DFND 01 02 0 1,883,757 53,870
AMAZON COM INC COM 023135106 90,108 48,764 SH   DFND BC 01 02 0 48,764 0
AMERICAN ASSETS TRUST INC COM 024013104 26,113 568,912 SH   DFND 2 0 523,162 45,750
AMERICAN HOMES 4 RENT CL A 02665T306 18,904 721,264 SH   DFND 01 02 0 621,264 100,000
AMERICAN TOWER CORP COM 03027X100 16,471 71,667 SH   DFND 01 02 0 71,667 0
AMERICOLD RLTY TR COM 03064D108 111,022 3,166,636 SH   DFND 01 02 0 3,166,636 0
AMPHENOL CORP NEW COM 032095101 54,549 504,011 SH   DFND 01 02 0 477,770 0
ANAPLAN INC COM 03272L108 2,003 38,231 SH   DFND 2 0 38,231 0
ANSYS INC COM 03662Q105 647,734 2,516,353 SH   DFND 01 02 0 2,383,104 100,305
APPLE INC COM 037833100 418 1,424 SH   DFND 01 02 0 1,424 0
ARCH CAP GROUP LTD ORD G0450A105 942,679 21,978,982 SH   DFND 01 02 0 21,179,847 670,881
ARCO PLATFORM LTD COM CL A G04553106 8,859 200,430 SH   DFND 2 0 200,430 0
ARGENX SE SPONSORED ADR 04016X101 47,756 297,505 SH   DFND 01 02 BA 0 292,251 0
ARQULE INC COM 04269E107 124 6,229 SH   DFND BA 0 6,229 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,985 78,594 SH   DFND 02 BA 0 78,594 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 123 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 128,463 1,810,100 SH   DFND 01 02 0 1,810,100 0
ASML HOLDING N V NY REG SHS N07059210 12,725 42,998 SH   DFND 01 02 0 42,998 0
ASPEN TECHNOLOGY INC COM 045327103 154,046 1,273,841 SH   DFND 01 02 0 1,250,494 0
ASTRAZENECA PLC SPONSORED ADR 046353108 9,123 182,977 SH   DFND 02 BA 0 182,977 0
AVALONBAY CMNTYS INC COM 053484101 85 406 SH   DFND 2 0 406 0
AXOGEN INC COM 05463X106 7,605 425,084 SH   DFND 2 0 425,084 0
AZUL S A SPONSR ADR PFD 05501U106 54,138 1,264,895 SH   DFND 01 02 0 1,172,099 92,796
BENEFITFOCUS INC COM 08180D106 81,926 3,734,107 SH   DFND 01 02 0 3,578,557 155,550
BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 37,992 800,000 SH   DFND 2 0 800,000 0
BILL COM HLDGS INC COM 090043100 5,707 150,000 SH   DFND 2 0 150,000 0
BIO TECHNE CORP COM 09073M104 336,635 1,533,574 SH   DFND 01 02 BA 0 1,458,800 51,523
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 234 4,300 SH   DFND BA 0 4,300 0
BJS RESTAURANTS INC COM 09180C106 22,776 600,000 SH   DFND 2 0 600,000 0
BLACKROCK INC COM 09247X101 165 328 SH   DFND 2 0 328 0
BOOKING HLDGS INC COM 09857L108 50,308 24,496 SH   DFND 01 02 0 23,362 0
BOSTON PROPERTIES INC COM 101121101 68 490 SH   DFND 2 0 490 0
BOYD GAMING CORP COM 103304101 57,201 1,910,513 SH   DFND 01 02 0 1,910,513 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 433,908 2,887,135 SH   DFND 01 02 0 2,762,135 125,000
BRIGHTVIEW HLDGS INC COM 10948C107 15,415 913,735 SH   DFND 01 02 0 878,308 35,427
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 87,490 1,513,666 SH   DFND 01 02 0 1,513,666 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 171 3,421 SH   DFND 2 0 3,421 0
BRP GROUP INC COM CL A 05589G102 41,556 2,589,130 SH   DFND 01 02 0 2,498,495 90,635
BWX TECHNOLOGIES INC COM 05605H100 40,574 653,571 SH   DFND 01 02 0 621,768 0
CANTEL MEDICAL CORP COM 138098108 38,995 550,000 SH   DFND 2 0 550,000 0
CAREDX INC COM 14167L103 8,995 417,036 SH   DFND 2 0 417,036 0
CARMAX INC COM 143130102 6,289 71,733 SH   DFND 1 0 71,733 0
CBRE GROUP INC CL A 12504L109 130,283 2,125,682 SH   DFND 01 02 0 2,060,502 0
CDW CORP COM 12514G108 65,191 456,391 SH   DFND 01 02 0 434,263 0
CERIDIAN HCM HLDG INC COM 15677J108 189,217 2,787,520 SH   DFND BC 01 02 0 2,698,730 0
CERUS CORP COM 157085101 6,456 1,529,967 SH   DFND 2 0 1,529,967 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 166 343 SH   DFND 2 0 343 0
CHASERG TECHNLGY ACQUISITN C CLASS A 16166A103 21,620 2,000,000 SH   DFND 2 0 2,000,000 0
CHOICE HOTELS INTL INC COM 169905106 483,298 4,672,707 SH   DFND 01 02 20,000 4,295,843 327,290
CLARIVATE ANALYTICS PLC COM G21810109 108,949 6,485,039 SH   DFND 01 02 0 6,359,107 0
CLOUDFLARE INC CL A COM 18915M107 2,958 173,388 SH   DFND 2 0 173,388 0
CME GROUP INC COM 12572Q105 11,944 59,506 SH   DFND 01 02 0 59,506 0
COGNEX CORP COM 192422103 81,258 1,450,000 SH   DFND 2 0 1,450,000 0
COHEN & STEERS INC COM 19247A100 158,820 2,530,596 SH   DFND 01 02 0 2,351,596 179,000
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONSTELLATION BRANDS INC COM 21036P108 275 1,448 SH   DFND 2 0 1,448 0
COPA HOLDINGS SA CL A P31076105 89,013 823,584 SH   DFND 01 02 0 763,873 59,711
COSTAR GROUP INC COM 22160N109 1,359,796 2,272,767 SH   DFND 01 02 0 2,189,404 71,547
COSTCO WHSL CORP NEW COM 22160K105 130 443 SH   DFND 2 0 443 0
COUPA SOFTWARE INC COM 22266L106 717 4,900 SH   DFND 2 0 4,900 0
CROWDSTRIKE HLDGS INC COM 22788C105 5,010 100,462 SH   DFND BC 01 02 0 100,462 0
CROWN CASTLE INTL CORP NEW COM 22822V101 70 493 SH   DFND 2 0 493 0
CUBIC CORP COM 229669106 5,721 90,000 SH   DFND 2 0 90,000 0
D R HORTON INC COM 23331A109 17,146 325,038 SH   DFND 01 02 0 325,038 0
DANAHER CORP DEL COM 235851102 337 2,194 SH   DFND 2 0 2,194 0
DATADOG INC CL A COM 23804L103 16,532 437,594 SH   DFND 01 02 0 437,594 0
DENALI THERAPEUTICS INC COM 24823R105 16,601 952,957 SH   DFND 01 02 0 903,662 49,295
DEXCOM INC COM 252131107 111,204 508,384 SH   DFND 01 02 BA 0 500,099 0
DICERNA PHARMACEUTICALS INC COM 253031108 64 2,900 SH   DFND BA 0 2,900 0
DOUGLAS EMMETT INC COM 25960P109 254,690 5,801,599 SH   DFND 01 02 0 5,487,762 313,837
DR REDDYS LABS LTD ADR 256135203 15,331 377,797 SH   DFND 01 02 0 349,153 28,644
DUKE REALTY CORP COM 264411505 98 2,823 SH   DFND 2 0 2,823 0
DYNATRACE INC COM 268150109 8,727 344,957 SH   DFND 2 0 344,957 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,667 28,577 SH   DFND 01 02 BA 0 28,577 0
ELECTRONIC ARTS INC COM 285512109 7,651 71,166 SH   DFND 01 02 0 71,166 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 15,645 290,000 SH   DFND 2 0 290,000 0
ENCANA CORP COM 292505104 3,363 717,153 SH   DFND 2 0 717,153 0
ENDAVA PLC ADS 29260V105 61,573 1,321,306 SH   DFND 2 0 1,321,306 0
ENDO INTL PLC SHS 29264F205 58 12,310 SH   DFND BC 0 12,310 0
ENVESTNET INC COM 29404K106 5,460 78,410 SH   DFND 01 02 0 78,410 0
ENVISTA HLDGS CORP COM 29415F104 110 3,708 SH   DFND 2 0 3,708 0
EPAM SYS INC COM 29414B104 23,740 111,898 SH   DFND 01 02 0 111,898 0
EQUINIX INC COM 29444U700 139,667 239,278 SH   DFND 01 02 0 232,079 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,506 120,835 SH   DFND 01 02 0 120,835 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 93 1,150 SH   DFND 2 0 1,150 0
ESCO TECHNOLOGIES INC COM 296315104 8,010 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 11,240 188,500 SH   DFND 2 0 188,500 0
ESSENT GROUP LTD COM G3198U102 39,687 763,349 SH   DFND 01 02 0 723,299 40,050
ESSEX PPTY TR INC COM 297178105 69 228 SH   DFND 2 0 228 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,051 580,000 SH   DFND 2 0 580,000 0
FACEBOOK INC. CL A 30303M102 29,157 142,055 SH   DFND BC 01 02 0 142,055 0
FACTSET RESH SYS INC COM 303075105 763,535 2,845,827 SH   DFND 01 02 0 2,697,832 127,000
FAIR ISAAC CORP COM 303250104 33 87 SH   DFND BC 0 87 0
FASTENAL CO COM 311900104 4,223 114,297 SH   DFND 01 02 0 114,297 0
FIDELITY NATL INFORMATION SV COM 31620M106 147,537 1,060,731 SH   DFND 01 02 0 1,018,414 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 45,736 389,410 SH   DFND 01 02 0 370,544 0
FIVERR INTL LTD ORD SHS M4R82T106 4,834 205,711 SH   DFND 2 0 205,711 0
FLEETCOR TECHNOLOGIES INC COM 339041105 69,782 242,533 SH   DFND 01 02 0 230,797 0
FLOOR & DECOR HLDGS INC CL A 339750101 119,110 2,344,232 SH   DFND 01 02 0 2,344,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 59,463 629,167 SH   DFND 01 02 0 580,989 48,178
FORESCOUT TECHNOLOGIES INC COM 34553D101 10,463 319,000 SH   DFND 2 0 319,000 0
FORESTAR GROUP INC COM 346232101 24,765 1,187,764 SH   DFND 01 02 0 1,137,909 49,855
GAMING & LEISURE PPTYS INC COM 36467J108 398,678 9,260,813 SH   DFND 01 02 0 8,823,547 437,266
GARTNER INC COM 366651107 990,564 6,428,061 SH   DFND 01 02 0 6,154,966 183,400
GCI LIBERTY INC CL A 36164V305 2,991 42,211 SH   DFND 01 02 0 42,211 0
GDS HLDGS LTD SPONSORED ADR 36165L108 167,595 3,249,228 SH   DFND BC 01 02 0 3,087,505 161,723
GLOBANT S A COM L44385109 36,155 340,924 SH   DFND 01 02 0 319,562 21,362
GOLAR LNG LTD BERMUDA SHS G9456A100 3,903 274,500 SH   DFND 2 0 274,500 0
GS ACQUISITION HLDGS CORP COM CL A 36255F102 22,060 2,000,000 SH   DFND 2 0 2,000,000 0
GUARDANT HEALTH INC COM 40131M109 25,159 321,968 SH   DFND 01 02 BA 0 321,968 0
GUIDEWIRE SOFTWARE INC COM 40171V100 700,393 6,380,547 SH   DFND 01 02 0 6,104,843 200,318
HCA HEALTHCARE INC COM 40412C101 308 2,085 SH   DFND BA 0 2,085 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 10,176 160,586 SH   DFND BC 01 02 0 160,586 0
HEALTHEQUITY INC COM 42226A107 78,354 1,057,836 SH   DFND 01 02 BA 0 1,057,836 0
HEICO CORP NEW CL A 422806208 21,471 239,818 SH   DFND 01 02 0 239,818 0
HEICO CORP NEW COM 422806109 14,382 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 42,324 915,500 SH   DFND 2 0 915,500 0
HILTON GRAND VACATIONS INC COM 43283X105 7,432 216,100 SH   DFND 01 02 0 216,100 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 775 6,989 SH   DFND 01 02 0 6,989 0
HOME DEPOT INC COM 437076102 3,527 16,149 SH   DFND 01 02 2,000 14,149 0
HOST HOTELS & RESORTS INC COM 44107P104 10 516 SH   DFND 2 0 516 0
HOULIHAN LOKEY INC CL A 441593100 63,570 1,300,798 SH   DFND 01 02 0 1,267,673 33,125
HUDSON LTD COM CL A G46408103 46,020 3,000,000 SH   DFND 2 0 3,000,000 0
HUDSON PAC PPTYS INC COM 444097109 13,525 359,221 SH   DFND 01 02 0 359,221 0
HUMANA INC COM 444859102 495 1,350 SH   DFND BA 0 1,350 0
HYATT HOTELS CORP COM CL A 448579102 405,771 4,523,144 SH   DFND 01 02 0 4,171,682 322,000
IAC INTERACTIVECORP COM 44919P508 75,877 304,591 SH   DFND BC 01 02 0 293,108 0
ICHOR HOLDINGS SHS G4740B105 9,648 290,000 SH   DFND 2 0 290,000 0
ICON PLC SHS G4705A100 125,724 729,978 SH   DFND 01 02 BA 0 729,978 0
IDEX CORP COM 45167R104 88,331 513,552 SH   DFND 01 02 0 488,550 0
IDEXX LABS INC COM 45168D104 984,475 3,770,057 SH   DFND 01 02 BA 0 3,600,877 115,500
IHS MARKIT LTD SHS G47567105 392 5,202 SH   DFND 2 0 5,202 0
ILLUMINA INC COM 452327109 152,755 460,466 SH   DFND 01 02 BA 0 442,858 0
INGEVITY CORP COM 45688C107 39,321 450,000 SH   DFND 2 0 450,000 0
INOGEN INC COM 45780L104 6,833 100,000 SH   DFND 2 0 100,000 0
INSPIRE MED SYS INC COM 457730109 26,194 352,970 SH   DFND 02 BA 0 352,970 0
INSTALLED BLDG PRODS INC COM 45780R101 115,265 1,673,655 SH   DFND 01 02 0 1,673,655 0
INSULET CORP COM 45784P101 288 1,685 SH   DFND BA 0 1,685 0
INTERSECT ENT INC COM 46071F103 2,241 90,000 SH   DFND 2 0 90,000 0
INTERXION HOLDING N.V SHS N47279109 32,978 393,488 SH   DFND 01 02 0 393,488 0
INTUITIVE SURGICAL INC COM 46120E602 22,229 37,603 SH   DFND 01 02 BA 0 37,603 0
INVITATION HOMES INC COM 46187W107 14,046 468,663 SH   DFND 01 02 0 468,663 0
IQVIA HLDGS INC COM 46266C105 547 3,542 SH   DFND 02 BA 0 3,542 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 319,226 12,955,587 SH   DFND 01 02 0 12,148,253 807,334
JOHN BEAN TECHNOLOGIES CORP COM 477839104 84,303 748,300 SH   DFND 01 02 0 748,300 0
JONES LANG LASALLE INC COM 48020Q107 17,693 101,634 SH   DFND 01 02 0 101,634 0
KENNEDY-WILSON HLDGS INC COM 489398107 70 3,120 SH   DFND 2 0 3,120 0
KILROY RLTY CORP COM 49427F108 9,452 112,658 SH   DFND 01 02 0 112,658 0
KINSALE CAP GROUP INC COM 49714P108 180,285 1,773,410 SH   DFND BC 01 02 0 1,681,792 91,618
KORNIT DIGITAL LTD SHS M6372Q113 8,643 252,500 SH   DFND 2 0 252,500 0
LAS VEGAS SANDS CORP COM 517834107 76 1,104 SH   DFND 2 0 1,104 0
LENDINGTREE INC COM 52603B107 39,393 129,823 SH   DFND 01 02 0 121,873 7,950
LENNAR CORP COM 526057104 11,386 204,089 SH   DFND 01 02 0 204,089 0
LEXINFINTECH HLDGS LTD ADR 528877103 32,029 2,305,871 SH   DFND 01 02 0 2,131,517 174,354
LIBERTY BROADBAND CORP COM SER A 530307107 12,456 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 91,043 723,997 SH   DFND 01 02 0 701,930 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 8,099 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 34,474 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 48,140 1,000,000 SH   DFND 2 0 1,000,000 0
LIMONEIRA CO COM 532746104 5,577 290,000 SH   DFND 2 0 290,000 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 1,298 79,400 SH   DFND 1 0 79,400 0
LITTELFUSE INC COM 537008104 62,892 328,761 SH   DFND 01 02 0 319,811 8,950
LIVERAMP HLDGS INC COM 53815P108 59,733 1,242,633 SH   DFND 01 02 0 1,242,633 0
LOWES COS INC COM 548661107 24,792 207,015 SH   DFND 01 02 0 207,015 0
LUXFER HOLDINGS PLC SHS G5698W116 4,442 240,000 SH   DFND 2 0 240,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 249,452 12,516,419 SH   DFND 01 02 0 12,011,169 505,250
MANHATTAN ASSOCS INC COM 562750109 4,235 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 115,156 303,753 SH   DFND 01 02 0 289,550 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 390,806 3,035,152 SH   DFND 01 02 0 2,891,852 143,300
MASCO CORP COM 574599106 21,462 447,227 SH   DFND 01 02 0 447,227 0
MASIMO CORP COM 574795100 142 900 SH   DFND BA 0 900 0
MASTERCARD INC CL A 57636Q104 33,394 111,839 SH   DFND BC 01 02 0 111,839 0
MAXIMUS INC COM 577933104 15,485 208,157 SH   DFND 01 02 0 200,022 0
MEDALLIA INC COM 584021109 20,395 655,564 SH   DFND BC 01 02 0 655,564 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 26,455 225,766 SH   DFND 01 02 0 225,766 0
MERCADOLIBRE INC COM 58733R102 86,903 151,945 SH   DFND 01 02 0 143,804 8,141
MERCK & CO INC COM 58933Y105 977 10,739 SH   DFND 02 BA 0 10,739 0
MERCURY SYS INC COM 589378108 85,047 1,230,600 SH   DFND 2 0 1,230,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 404,815 510,305 SH   DFND 01 02 BA 0 488,885 7,800
MGM GROWTH PPTYS LLC CL A COM 55303A105 23,189 748,742 SH   DFND 01 02 0 748,742 0
MGM RESORTS INTERNATIONAL COM 552953101 30,398 913,666 SH   DFND 01 02 0 913,666 0
MICROSOFT CORP COM 594918104 34,644 219,680 SH   DFND BC 01 02 0 219,680 0
MINERVA NEUROSCIENCES INC COM 603380106 38 5,300 SH   DFND BA 0 5,300 0
MOELIS & CO CL A 60786M105 59,579 1,866,514 SH   DFND 01 02 0 1,814,489 52,025
MOMO INC AD 60879B107 58,409 1,743,543 SH   DFND 01 02 0 1,616,232 127,311
MOODYS CORP COM 615369105 393 1,655 SH   DFND 2 0 1,655 0
MORNINGSTAR INC COM 617700109 211,086 1,395,058 SH   DFND 01 02 0 1,320,651 74,407
MSCI INC CL A 55354G100 567,045 2,196,316 SH   DFND 01 02 0 2,067,441 128,875
NEOGEN CORP COM 640491106 64,756 992,276 SH   DFND 01 02 0 918,226 74,050
NETFLIX INC COM 64110L106 6,269 19,376 SH   DFND 01 02 0 19,376 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,397 31,603 SH   DFND 02 BA 0 31,603 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 25,368 2,536,819 SH   DFND 02 01 0 2,536,819 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 84,804 699,416 SH   DFND 01 02 0 646,272 53,144
NEXTCURE INC COM 65343E108 43 763 SH   DFND BA 0 763 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 66,673 1,141,469 SH   DFND 01 02 0 1,141,469 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 9,836 260,000 SH   DFND 2 0 260,000 0
NOVANTA INC COM 67000B104 923 10,431 SH   DFND 2 0 10,431 0
NVIDIA CORP COM 67066G104 7,680 32,638 SH   DFND 01 02 0 32,638 0
OKTA INC CL A 679295105 3,907 33,866 SH   DFND 2 0 33,866 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 80,151 1,227,237 SH   DFND 01 02 0 1,205,587 21,650
ONESPAWORLD HOLDINGS LIMITED COM P73684113 17,004 1,009,750 SH   DFND 2 0 1,009,750 0
OPERA LTD SPONSORED ADS 68373M107 2,471 267,101 SH   DFND 2 0 267,101 0
OWENS CORNING NEW COM 690742101 6,085 93,437 SH   DFND 01 02 0 93,437 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 91,030 2,664,823 SH   DFND 01 02 0 2,497,343 167,480
PAR TECHNOLOGY CORP COM 698884103 11,051 359,488 SH   DFND BC 02 0 359,488 0
PAYLOCITY HLDG CORP COM 70438V106 147 1,218 SH   DFND 1 0 1,218 0
PAYPAL HLDGS INC COM 70450Y103 3,097 28,627 SH   DFND 01 02 0 28,627 0
PEGASYSTEMS INC COM 705573103 95,074 1,193,653 SH   DFND 01 02 0 1,193,653 0
PENN NATL GAMING INC COM 707569109 240,763 9,419,540 SH   DFND 01 02 0 8,836,058 583,482
PERFORMANCE FOOD GROUP CO COM 71377A103 75,428 1,465,194 SH   DFND 01 02 0 1,395,044 70,150
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 129,393 8,117,525 SH   DFND 01 02 0 7,519,295 598,230
PINDUODUO INC SPONSORED ADS 722304102 3,880 102,580 SH   DFND BC 02 0 102,580 0
PING IDENTITY HLDG CORP COM 72341T103 11,542 475,000 SH   DFND 2 0 475,000 0
PLANET FITNESS INC CL A 72703H101 59,744 800,000 SH   DFND 2 0 800,000 0
POLYONE CORP COM 73179P106 14,716 400,000 SH   DFND 2 0 400,000 0
POOL CORPORATION COM 73278L105 3,356 15,803 SH   DFND 01 02 0 15,803 0
PRA HEALTH SCIENCES INC COM 69354M108 106,078 954,364 SH   DFND 01 02 0 954,364 0
PRIMERICA INC COM 74164M108 309,822 2,373,021 SH   DFND 01 02 0 2,245,052 127,969
PROGYNY INC COM 74340E103 9,961 362,873 SH   DFND 2 0 362,873 0
PROLOGIS INC COM 74340W103 13,117 147,148 SH   DFND 01 02 0 147,148 0
PROOFPOINT INC COM 743424103 3,522 30,689 SH   DFND 01 02 0 30,689 0
PTC THERAPEUTICS INC COM 69366J200 157 3,275 SH   DFND BA 0 3,275 0
QTS RLTY TR INC COM CL A 74736A103 131 2,410 SH   DFND 2 0 2,410 0
QUAKER CHEM CORP COM 747316107 16,452 100,000 SH   DFND 2 0 100,000 0
QUALCOMM INC COM 747525103 353 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 10,004 120,000 SH   DFND 2 0 120,000 0
RAVEN INDS INC COM 754212108 31,875 925,000 SH   DFND 2 0 925,000 0
RBC BEARINGS INC COM 75524B104 35,626 225,000 SH   DFND 2 0 225,000 0
RED ROCK RESORTS INC CL A 75700L108 231,095 9,649,048 SH   DFND 01 02 0 9,493,598 155,450
REPAY HLDGS CORP COM CL A 76029L100 7,325 500,000 SH   DFND 2 0 500,000 0
REVANCE THERAPEUTICS INC COM 761330109 13,434 827,732 SH   DFND 2 0 827,732 0
REVOLVE GROUP INC COM 76156B107 9,180 500,000 SH   DFND 2 0 500,000 0
REXFORD INDL RLTY INC COM 76169C100 12,728 278,693 SH   DFND 2 0 278,693 0
RINGCENTRAL INC CL A 76680R206 33,673 199,640 SH   DFND BC 01 02 0 196,700 0
ROBERT HALF INTL INC COM 770323103 6,587 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 40,999 1,236,396 SH   DFND 01 02 0 1,177,628 0
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ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,583 169,146 SH   DFND 01 02 0 169,146 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 2,017 23,025 SH   DFND 2 0 23,025 0
S&P GLOBAL INC COM 78409V104 9,094 33,307 SH   DFND 01 02 0 33,307 0
SAGE THERAPEUTICS INC COM 78667J108 29,895 414,122 SH   DFND 01 02 BA 0 401,207 0
SALESFORCE.COM INC COM 79466L302 4,902 30,141 SH   DFND 01 02 0 30,141 0
SASOL LTD SPONSORED ADR 803866300 17,973 831,700 SH   DFND 01 02 0 769,302 62,398
SBA COMMUNICATIONS CORP COM 78410G104 256,229 1,063,235 SH   DFND 01 02 0 1,037,130 0
SERVICENOW INC COM 81762P102 12,107 42,883 SH   DFND 01 02 0 42,883 0
SHOPIFY INC CL A 82509L107 4,981 12,529 SH   DFND 2 0 12,529 0
SIENTRA INC COM 82621J105 12,574 1,406,463 SH   DFND 2 0 1,406,463 0
SILK ROAD MEDICAL INC COM 82710m100 54,952 1,360,870 SH   DFND 02 BA 0 1,360,870 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 145,353 1,603,458 SH   DFND 01 02 0 1,603,458 0
SL GREEN RLTY CORP COM 78440X101 99 1,082 SH   DFND 2 0 1,082 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 3,636 161,761 SH   DFND 01 02 0 161,761 0
SONY CORP ADR 835699307 1,681 24,723 SH   DFND 2 0 24,723 0
SPLUNK INC COM 848637104 30,551 203,983 SH   DFND 01 02 0 203,983 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 16,192 108,273 SH   DFND 01 02 0 108,273 0
SPROUTS FMRS MKT INC COM 85208M102 580 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 352,116 5,734,796 SH   DFND 01 02 0 5,443,701 236,422
STONECO LTD COM CL A G85158106 10,311 258,488 SH   DFND 01 02 0 258,488 0
STORE CAP CORP COM 862121100 37 981 SH   DFND 2 0 981 0
SUMMIT MATLS INC CL A 86614U100 38,240 1,600,000 SH   DFND 2 0 1,600,000 0
SUN CMNTYS INC COM 866674104 131 876 SH   DFND 2 0 876 0
PRICE T ROWE GROUP INC COM 74144T108 42,120 345,696 SH   DFND 01 02 4,000 325,387 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 8,574 127,000 SH   DFND 2 0 127,000 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 222,313 3,826,379 SH   DFND 01 02 0 3,535,274 291,105
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,180 50,481 SH   DFND 01 02 0 50,481 0
TAL ED GROUP ADS REPSTG COM 874080104 8,891 184,459 SH   DFND BC 02 0 184,459 0
TE CONNECTIVITY LTD REG SHS H84989104 171 1,786 SH   DFND 2 0 1,786 0
TELADOC INC COM 87918A105 93,130 1,112,400 SH   DFND 02 BA 0 1,112,400 0
TELEFLEX INC COM 879369106 84,149 223,539 SH   DFND 01 02 BA 0 212,819 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 17,324 1,475,597 SH   DFND 01 02 0 1,363,580 112,017
TESLA MOTORS INC COM 88160R101 680,673 1,627,120 SH   DFND 01 02 225,000 1,367,120 35,000
TEXAS INSTRS INC COM 882508104 146 1,139 SH   DFND 2 0 1,139 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 100,687 3,138,631 SH   DFND 01 02 0 2,976,131 162,500
SCHWAB CHARLES CORP NEW COM 808513105 282,845 5,947,109 SH   DFND 01 02 187,250 5,453,271 202,000
CHEESECAKE FACTORY INC COM 163072101 31,088 800,000 SH   DFND 2 0 800,000 0
COOPER COS INC COM NEW 216648402 76,265 237,370 SH   DFND 01 02 BA 0 227,378 0
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GOLDMAN SACHS GROUP INC COM 38141G104 184 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 26 251 SH   DFND   251 0 0
MADISON SQUARE GARDEN CO CL A 55825T103 66,257 225,220 SH   DFND BC 02 0 225,220 0
PROCTER & GAMBLE CO COM 742718109 224 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 14,609 775,000 SH   DFND 2 0 775,000 0
SHERWIN WILLIAMS CO COM 824348106 6,554 11,232 SH   DFND 01 02 0 11,232 0
STARS GROUP INC COM 85570w100 4,855 186,070 SH   DFND 2 0 186,070 0
TORO CO COM 891092108 53,996 677,745 SH   DFND 01 02 0 645,642 0
THE TRADE DESK INC COM CL A 88339J105 118,953 457,899 SH   DFND BC 01 02 0 452,929 0
DISNEY WALT CO COM DISNEY 254687106 241 1,667 SH   DFND 2 0 1,667 0
THERAPEUTICSMD INC COM 88338N107 9,272 3,831,500 SH   DFND 2 0 3,831,500 0
THERMO FISHER SCIENTIFIC INC COM 883556102 871 2,681 SH   DFND 02 BA 0 2,681 0
TIFFANY & CO NEW COM 886547108 67,703 506,568 SH   DFND 01 02 3,000 479,451 0
TOWER SEMICONDUCTOR LTD COM M87915274 3,044 126,500 SH   DFND 2 0 126,500 0
TPI COMPOSITES INC COM 87266J104 13,087 707,000 SH   DFND 2 0 707,000 0
TRADEWEB MKTS INC CL A 892672106 16,827 363,041 SH   DFND 01 02 0 345,547 0
TRANSDIGM GROUP INC COM 893641100 95,200 170,000 SH   DFND 2 0 170,000 0
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TREX CO INC COM 89531P105 239,788 2,667,873 SH   DFND 01 02 0 2,564,723 103,150
TWILIO INC CL A 90138F102 22,232 226,212 SH   DFND 01 02 0 226,212 0
UNIQURE NV SHS n90064101 113 1,570 SH   DFND BA 0 1,570 0
UNITEDHEALTH GROUP INC COM 91324P102 1,367 4,650 SH   DFND 02 BA 0 4,650 0
UNIVAR INC COM 91336L107 19,392 800,000 SH   DFND 2 0 800,000 0
VAIL RESORTS INC COM 91879Q109 1,091,753 4,552,194 SH   DFND 01 02 0 4,265,082 253,500
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VIEWRAY INC COM 92672L107 8,377 1,985,000 SH   DFND 2 0 1,985,000 0
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VISA INC COM CL A 92826C839 27,790 147,896 SH   DFND 01 02 0 147,896 0
VULCAN MATLS CO COM 929160109 13,662 94,882 SH   DFND 01 02 0 94,882 0
WASTE CONNECTIONS INC COM 94106B101 108,948 1,200,000 SH   DFND 2 0 1,200,000 0
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WEX INC COM 96208T104 94,257 450,000 SH   DFND 2 0 450,000 0
WEYERHAEUSER CO COM 962166104 9 303 SH   DFND 2 0 303 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 87,642 434,000 SH   DFND 01 02 0 413,181 0
WINGSTOP INC COM 974155103 4,311 50,000 SH   DFND 2 0 50,000 0
WIX COM LTD SHS M98068105 218,581 1,786,087 SH   DFND BC 01 02 0 1,734,250 25,936
WYNDHAM DESTINATIONS INC COM 98310W108 1,654 32,000 SH   DFND 1 0 32,000 0
WYNN RESORTS LTD COM 983134107 16,728 120,455 SH   DFND 01 02 0 120,455 0
XP INC COM G98239109 26,964 700,000 SH   DFND BC 01 02 0 657,083 42,917
YANDEX N V SHS CLASS A N97284108 34,819 800,613 SH   DFND 01 02 0 739,802 60,811
YEXT INC COM 98585N106 31,986 2,218,164 SH   DFND 01 02 0 2,218,164 0
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ZILLOW GROUP INC CL A 98954M101 134,687 2,944,620 SH   DFND BC 01 02 0 2,837,120 107,500
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ZIMMER BIOMET HLDGS INC COM 98956P102 539 3,600 SH   DFND BA 0 3,600 0
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ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,478 36,427 SH   DFND 01 02 0 36,427 0
ZSCALER INC COM 98980G102 3,915 84,186 SH   DFND 2 0 84,186 0