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 8,750 1,666,579 SH   DFND   0 1,666,579 0
AARONS INC COM PAR $0.50 002535300 31,493 1,382,494 SH   DFND   0 1,382,494 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 25,154 1,370,768 SH   DFND   0 1,370,768 0
ADOBE INC COM 00724F101 126 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 20,070 329,236 SH   DFND   0 329,236 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,701 30,076 SH   DFND   0 30,076 0
ALIGN TECHNOLOGY INC COM 016255101 15,033 86,424 SH   DFND   0 86,424 0
AMAZON COM INC COM 023135106 97 50 SH   DFND   0 50 0
AMERIS BANCORP COM 03076K108 6,629 279,005 SH   DFND   0 279,005 0
ANSYS INC COM 03662Q105 27,441 118,042 SH   DFND   0 118,042 0
ASPEN TECHNOLOGY INC COM 045327103 50,288 528,961 SH   DFND   0 528,961 0
AUTODESK INC COM 052769106 8,219 52,653 SH   DFND   0 52,653 0
AXON ENTERPRISE INC COM 05464C101 50,849 718,508 SH   DFND   0 718,508 0
BALCHEM CORP COM 057665200 35,813 362,770 SH   DFND   0 362,770 0
BIOTELEMETRY INC COM 090672106 35,604 924,551 SH   DFND   0 924,551 0
BIO-TECHNE CORP COM 09073M104 17,586 92,745 SH   DFND   0 92,745 0
BOINGO WIRELESS INC COM 09739C102 10,356 976,019 SH   DFND   0 976,019 0
BOOT BARN HLDGS INC COM 099406100 4,600 355,794 SH   DFND   0 355,794 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 39,011 382,459 SH   DFND   0 382,459 0
BROWN FORMAN CORP CL B 115637209 5,464 98,436 SH   DFND   0 98,436 0
BURLINGTON STORES INC COM 122017106 46,740 294,967 SH   DFND   0 294,967 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,228 33,650 SH   DFND   0 33,650 0
CME GROUP INC COM 12572Q105 122 706 SH   DFND   0 706 0
CABOT OIL & GAS CORP COM 127097103 21,028 1,223,262 SH   DFND   0 1,223,262 0
CADENCE DESIGN SYSTEM INC COM 127387108 50,959 771,631 SH   DFND   0 771,631 0
CALAVO GROWERS INC COM 128246105 42,007 728,146 SH   DFND   0 728,146 0
CERNER CORP COM 156782104 32,500 515,957 SH   DFND   0 515,957 0
CHEGG INC COM 163092109 23,157 647,209 SH   DFND   0 647,209 0
COGNEX CORP COM 192422103 40,896 968,637 SH   DFND   0 968,637 0
COPART INC COM 217204106 8,408 122,708 SH   DFND   0 122,708 0
COSTAR GROUP INC COM 22160N109 58,248 99,195 SH   DFND   0 99,195 0
COUPA SOFTWARE INC COM 22266L106 10,943 78,312 SH   DFND   0 78,312 0
DEXCOM INC COM 252131107 71,567 265,782 SH   DFND   0 265,782 0
DOCUSIGN INC COM 256163106 46,001 497,845 SH   DFND   0 497,845 0
DOLLAR TREE INC COM 256746108 18,970 258,203 SH   DFND   0 258,203 0
DOMINOS PIZZA INC COM 25754A201 61,145 188,679 SH   DFND   0 188,679 0
DROPBOX INC CL A 26210C104 3,859 213,232 SH   DFND   0 213,232 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 7,298 427,280 SH   DFND   0 427,280 0
EHEALTH INC COM 28238P109 4,228 30,021 SH   DFND   0 30,021 0
8X8 INC NEW COM 282914100 17,721 1,278,592 SH   DFND   0 1,278,592 0
ELECTRONIC ARTS INC COM 285512109 25,564 255,210 SH   DFND   0 255,210 0
ENCORE CAP GROUP INC COM 292554102 39,486 1,688,875 SH   DFND   0 1,688,875 0
ENVESTNET INC COM 29404K106 55,468 1,031,394 SH   DFND   0 1,031,394 0
EURONET WORLDWIDE INC COM 298736109 36,646 427,505 SH   DFND   0 427,505 0
EXELIXIS INC COM 30161Q104 24,591 1,428,021 SH   DFND   0 1,428,021 0
EZCORP INC CL A NON VTG 302301106 9,449 2,265,836 SH   DFND   0 2,265,836 0
FLIR SYS INC COM 302445101 30,543 957,750 SH   DFND   0 957,750 0
FASTENAL CO COM 311900104 4,478 143,297 SH   DFND   0 143,297 0
FIREEYE INC COM 31816Q101 9,891 934,900 SH   DFND   0 934,900 0
FIRSTCASH INC COM 33767D105 60,310 840,679 SH   DFND   0 840,679 0
FISERV INC COM 337738108 6,772 71,291 SH   DFND   0 71,291 0
FIVE BELOW INC COM 33829M101 22,660 321,968 SH   DFND   0 321,968 0
FIVE9 INC COM 338307101 39,426 515,637 SH   DFND   0 515,637 0
FLOOR & DECOR HLDGS INC CL A 339750101 38,838 1,210,287 SH   DFND   0 1,210,287 0
FORTINET INC COM 34959E109 27,346 270,300 SH   DFND   0 270,300 0
GLOBAL PMTS INC COM 37940X102 9,026 62,580 SH   DFND   0 62,580 0
GRUBHUB INC COM 400110102 9,519 233,721 SH   DFND   0 233,721 0
GUIDEWIRE SOFTWARE INC COM 40171V100 24,859 313,435 SH   DFND   0 313,435 0
HMS HLDGS CORP COM 40425J101 40,360 1,597,163 SH   DFND   0 1,597,163 0
HEALTHSTREAM INC COM 42222N103 10,021 418,396 SH   DFND   0 418,396 0
HEALTHEQUITY INC COM 42226A107 45,052 890,534 SH   DFND   0 890,534 0
HEICO CORP NEW CL A 422806208 39,080 611,581 SH   DFND   0 611,581 0
HOLOGIC INC COM 436440101 25,243 719,179 SH   DFND   0 719,179 0
HUB GROUP INC CL A 443320106 10,931 240,400 SH   DFND   0 240,400 0
HUNT J B TRANS SVCS INC COM 445658107 18,380 199,280 SH   DFND   0 199,280 0
IAC INTERACTIVECORP COM 44919P508 36,837 205,531 SH   DFND   0 205,531 0
IPG PHOTONICS CORP COM 44980X109 14,802 134,218 SH   DFND   0 134,218 0
IDEXX LABS INC COM 45168D104 58,453 241,301 SH   DFND   0 241,301 0
ILLUMINA INC COM 452327109 28,874 105,720 SH   DFND   0 105,720 0
INPHI CORP COM 45772F107 18,390 232,287 SH   DFND   0 232,287 0
INSULET CORP COM 45784P101 23,968 144,666 SH   DFND   0 144,666 0
INTUITIVE SURGICAL INC COM NEW 46120E602 23,106 46,658 SH   DFND   0 46,658 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,933 58,950 SH   DFND   0 58,950 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 48,949 3,536,747 SH   DFND   0 3,536,747 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,635 36,839 SH   DFND   0 36,839 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 42,150 579,625 SH   DFND   0 579,625 0
LIMONEIRA CO COM 532746104 7,016 535,566 SH   DFND   0 535,566 0
LINDSAY CORP COM 535555106 7,916 86,443 SH   DFND   0 86,443 0
LIVE NATION ENTERTAINMENT IN COM 538034109 49,242 1,083,190 SH   DFND   0 1,083,190 0
LULULEMON ATHLETICA INC COM 550021109 22,889 120,755 SH   DFND   0 120,755 0
MANHATTAN ASSOCS INC COM 562750109 40,685 816,645 SH   DFND   0 816,645 0
MARKETAXESS HLDGS INC COM 57060D108 71,337 214,502 SH   DFND   0 214,502 0
MASTERCARD INC CL A 57636Q104 104 430 SH   DFND   0 430 0
MAXIMUS INC COM 577933104 8,187 140,667 SH   DFND   0 140,667 0
MERCADOLIBRE INC COM 58733R102 31,155 63,766 SH   DFND   0 63,766 0
MERCURY SYS INC COM 589378108 54,528 764,340 SH   DFND   0 764,340 0
MICROSOFT CORP COM 594918104 246 1,561 SH   DFND   0 1,561 0
MICROCHIP TECHNOLOGY INC COM 595017104 35,104 517,762 SH   DFND   0 517,762 0
MONSTER BEVERAGE CORP NEW COM 61174X109 31,326 556,809 SH   DFND   0 556,809 0
NATIONAL INSTRS CORP COM 636518102 28,844 871,934 SH   DFND   0 871,934 0
NEOGEN CORP COM 640491106 37,557 560,636 SH   DFND   0 560,636 0
NETFLIX INC COM 64110L106 117 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 9,286 885,194 SH   DFND   0 885,194 0
NUVASIVE INC COM 670704105 30,795 607,885 SH   DFND   0 607,885 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 57,010 1,230,244 SH   DFND   0 1,230,244 0
OMNICELL INC COM 68213N109 21,342 325,439 SH   DFND   0 325,439 0
ON SEMICONDUCTOR CORP COM 682189105 10,381 834,468 SH   DFND   0 834,468 0
PRA HEALTH SCIENCES INC COM 69354M108 45,861 552,281 SH   DFND   0 552,281 0
PRA GROUP INC COM 69354N106 50,275 1,813,670 SH   DFND   0 1,813,670 0
PTC INC COM 69370C100 22,500 367,585 SH   DFND   0 367,585 0
PACIRA BIOSCIENCES COM 695127100 41,617 1,241,189 SH   DFND   0 1,241,189 0
PALO ALTO NETWORKS INC COM 697435105 20,754 126,577 SH   DFND   0 126,577 0
PALOMAR HLDGS INC COM 69753M105 44,472 764,650 SH   DFND   0 764,650 0
PAPA JOHNS INTL INC COM 698813102 9,757 182,815 SH   DFND   0 182,815 0
PARSLEY ENERGY INC CL A 701877102 6,633 1,157,630 SH   DFND   0 1,157,630 0
PAYPAL HLDGS INC COM 70450Y103 145 1,511 SH   DFND   0 1,511 0
PENUMBRA INC COM 70975L107 50,167 310,957 SH   DFND   0 310,957 0
PIONEER NAT RES CO COM 723787107 1,647 23,472 SH   DFND   0 23,472 0
POWER INTEGRATIONS INC COM 739276103 37,127 420,324 SH   DFND   0 420,324 0
PROOFPOINT INC COM 743424103 62,007 604,416 SH   DFND   0 604,416 0
PROS HOLDINGS INC COM 74346Y103 25,968 836,874 SH   DFND   0 836,874 0
PROTO LABS INC COM 743713109 40,038 525,910 SH   DFND   0 525,910 0
Q2 HLDGS INC COM 74736L109 35,419 599,710 SH   DFND   0 599,710 0
QUALYS INC COM 74758T303 36,188 416,002 SH   DFND   0 416,002 0
RAPID7 INC COM 753422104 16,826 388,312 SH   DFND   0 388,312 0
RAYTHEON CO COM NEW 755111507 43 331 SH   DFND   0 331 0
RBC BEARINGS INC COM 75524B104 13,934 123,539 SH   DFND   0 123,539 0
REPLIGEN CORP COM 759916109 72,274 748,648 SH   DFND   0 748,648 0
RESMED INC COM 761152107 47,035 319,333 SH   DFND   0 319,333 0
RINGCENTRAL INC CL A 76680R206 46,861 221,137 SH   DFND   0 221,137 0
ROCKWELL AUTOMATION INC COM 773903109 19,136 126,803 SH   DFND   0 126,803 0
ROPER TECHNOLOGIES INC COM 776696106 4,942 15,849 SH   DFND   0 15,849 0
ROSS STORES INC COM 778296103 5,837 67,120 SH   DFND   0 67,120 0
SPS COMMERCE INC COM 78463M107 13,558 291,501 SH   DFND   0 291,501 0
SVB FINANCIAL GROUP COM 78486Q101 26,177 173,264 SH   DFND   0 173,264 0
SALESFORCE COM INC COM 79466L302 98 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 3,631 71,871 SH   DFND   0 71,871 0
SEMTECH CORP COM 816850101 48,109 1,282,912 SH   DFND   0 1,282,912 0
SHOPIFY INC CL A 82509L107 28,311 67,904 SH   DFND   0 67,904 0
SILICON LABORATORIES INC COM 826919102 36,816 431,048 SH   DFND   0 431,048 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 46,414 630,451 SH   DFND   0 630,451 0
SPLUNK INC COM 848637104 6,432 50,952 SH   DFND   0 50,952 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 14,363 2,331,604 SH   DFND   0 2,331,604 0
SQUARE INC CL A 852234103 19,954 380,947 SH   DFND   0 380,947 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 5,054 280,947 SH   DFND   0 280,947 0
TJX COS INC NEW COM 872540109 79 1,650 SH   DFND   0 1,650 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 81 1,702 SH   DFND   0 1,702 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 55,964 471,832 SH   DFND   0 471,832 0
TANDEM DIABETES CARE INC COM NEW 875372203 36,423 566,012 SH   DFND   0 566,012 0
TELADOC HEALTH INC COM 87918A105 20,222 130,454 SH   DFND   0 130,454 0
TRADEWEB MKTS INC CL A 892672106 46,600 1,108,463 SH   DFND   0 1,108,463 0
TREX CO INC COM 89531P105 43,987 548,874 SH   DFND   0 548,874 0
TYLER TECHNOLOGIES INC COM 902252105 56,677 191,114 SH   DFND   0 191,114 0
UNITED PARCEL SERVICE INC CL B 911312106 81 869 SH   DFND   0 869 0
VARIAN MED SYS INC COM 92220P105 3,488 33,978 SH   DFND   0 33,978 0
VARONIS SYS INC COM 922280102 7,284 114,399 SH   DFND   0 114,399 0
VEEVA SYS INC CL A COM 922475108 6,515 41,663 SH   DFND   0 41,663 0
VERISK ANALYTICS INC COM 92345Y106 52,161 374,236 SH   DFND   0 374,236 0
WEX INC COM 96208T104 27,528 263,304 SH   DFND   0 263,304 0
WINGSTOP INC COM 974155103 52,477 658,434 SH   DFND   0 658,434 0
XILINX INC COM 983919101 5,262 67,509 SH   DFND   0 67,509 0
MIMECAST LTD ORD SHS G14838109 7,984 226,189 SH   DFND   0 226,189 0
ICON PLC SHS G4705A100 77,400 569,116 SH   DFND   0 569,116 0
IHS MARKIT LTD SHS G47567105 25,088 418,132 SH   DFND   0 418,132 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1,887 65,238 SH   DFND   0 65,238 0
GLOBANT S A COM L44385109 19,255 219,100 SH   DFND   0 219,100 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,109 50,308 SH   DFND   0 50,308 0
CYBERARK SOFTWARE LTD SHS M2682V108 27,623 322,851 SH   DFND   0 322,851 0
KORNIT DIGITAL LTD SHS M6372Q113 32,380 1,300,908 SH   DFND   0 1,300,908 0
NXP SEMICONDUCTORS N V COM N6596X109 2,203 26,567 SH   DFND   0 26,567 0
QIAGEN NV SHS NEW N72482123 23,656 568,646 SH   DFND   0 568,646 0