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 INC COM CL A NEW 00183L102 22,462 1,727,844 SH   DFND   0 1,727,844 0
ABIOMED INC COM 003654100 6,329 19,856 SH   DFND   0 19,856 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 91,728 1,605,329 SH   DFND   0 1,605,329 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 188 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 39,790 342,838 SH   DFND   0 342,838 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,387 35,232 SH   DFND   0 35,232 0
ALIGN TECHNOLOGY INC COM 016255101 38,117 70,387 SH   DFND   0 70,387 0
AMAZON COM INC COM 023135106 155 50 SH   DFND   0 50 0
AMERESCO INC CL A 02361E108 32,351 665,258 SH   DFND   0 665,258 0
ANSYS INC COM 03662Q105 36,706 108,099 SH   DFND   0 108,099 0
ASPEN TECHNOLOGY INC COM 045327103 58,027 402,042 SH   DFND   0 402,042 0
AUTODESK INC COM 052769106 15,264 55,074 SH   DFND   0 55,074 0
AXON ENTERPRISE INC COM 05464C101 65,960 463,135 SH   DFND   0 463,135 0
AZEK CO INC CL A 05478C105 47,382 1,126,806 SH   DFND   0 1,126,806 0
BALCHEM CORP COM 057665200 40,722 324,714 SH   DFND   0 324,714 0
BIO-TECHNE CORP COM 09073M104 69,420 181,762 SH   DFND   0 181,762 0
BOINGO WIRELESS INC COM 09739C102 8,457 601,035 SH   DFND   0 601,035 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 65,138 379,927 SH   DFND   0 379,927 0
BROWN FORMAN CORP CL B 115637209 7,017 101,733 SH   DFND   0 101,733 0
BURLINGTON STORES INC COM 122017106 65,320 218,608 SH   DFND   0 218,608 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,626 58,951 SH   DFND   0 58,951 0
CME GROUP INC COM 12572Q105 177 866 SH   DFND   0 866 0
CABOT OIL & GAS CORP COM 127097103 21,077 1,122,308 SH   DFND   0 1,122,308 0
CADENCE DESIGN SYSTEM INC COM 127387108 99,952 729,627 SH   DFND   0 729,627 0
CALAVO GROWERS INC COM 128246105 62,586 806,102 SH   DFND   0 806,102 0
CERNER CORP COM 156782104 34,465 479,478 SH   DFND   0 479,478 0
CHEFS WHSE INC COM 163086101 9,477 311,137 SH   DFND   0 311,137 0
CHEGG INC COM 163092109 83,555 975,429 SH   DFND   0 975,429 0
CHUYS HLDGS INC COM 171604101 16,357 369,062 SH   DFND   0 369,062 0
CIENA CORP COM NEW 171779309 37,082 677,676 SH   DFND   0 677,676 0
COGNEX CORP COM 192422103 66,974 807,016 SH   DFND   0 807,016 0
COPART INC COM 217204106 13,988 128,793 SH   DFND   0 128,793 0
COSTAR GROUP INC COM 22160N109 40,280 49,009 SH   DFND   0 49,009 0
COUPA SOFTWARE INC COM 22266L106 18,293 71,884 SH   DFND   0 71,884 0
DEXCOM INC COM 252131107 64,689 179,997 SH   DFND   0 179,997 0
DOCUSIGN INC COM 256163106 41,040 202,715 SH   DFND   0 202,715 0
DOLLAR TREE INC COM 256746108 60,622 529,635 SH   DFND   0 529,635 0
DOMINOS PIZZA INC COM 25754A201 61,060 166,018 SH   DFND   0 166,018 0
DROPBOX INC CL A 26210C104 5,995 224,850 SH   DFND   0 224,850 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 18,086 575,791 SH   DFND   0 575,791 0
8X8 INC NEW COM 282914100 42,772 1,318,481 SH   DFND   0 1,318,481 0
ELECTRONIC ARTS INC COM 285512109 47,289 349,334 SH   DFND   0 349,334 0
ENCORE CAP GROUP INC COM 292554102 10,449 259,735 SH   DFND   0 259,735 0
ENVESTNET INC COM 29404K106 86,855 1,202,481 SH   DFND   0 1,202,481 0
EXELIXIS INC COM 30161Q104 53,419 2,364,698 SH   DFND   0 2,364,698 0
FASTENAL CO COM 311900104 7,434 147,854 SH   DFND   0 147,854 0
FIREEYE INC COM 31816Q101 67,011 3,424,195 SH   DFND   0 3,424,195 0
FIVE9 INC COM 338307101 70,879 453,393 SH   DFND   0 453,393 0
FLOOR & DECOR HLDGS INC CL A 339750101 76,980 806,245 SH   DFND   0 806,245 0
FORTINET INC COM 34959E109 40,175 217,847 SH   DFND   0 217,847 0
FOX FACTORY HLDG CORP COM 35138V102 27,523 216,615 SH   DFND   0 216,615 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 6,484 1,014,663 SH   DFND   0 1,014,663 0
GLOBAL PMTS INC COM 37940X102 13,247 65,716 SH   DFND   0 65,716 0
GUIDEWIRE SOFTWARE INC COM 40171V100 28,973 285,087 SH   DFND   0 285,087 0
HALOZYME THERAPEUTICS INC COM 40637H109 45,590 1,093,538 SH   DFND   0 1,093,538 0
HEALTHSTREAM INC COM 42222N103 9,816 439,377 SH   DFND   0 439,377 0
HEALTHEQUITY INC COM 42226A107 35,245 518,302 SH   DFND   0 518,302 0
HEICO CORP NEW CL A 422806208 61,227 538,974 SH   DFND   0 538,974 0
HOLOGIC INC COM 436440101 49,991 672,103 SH   DFND   0 672,103 0
HUB GROUP INC CL A 443320106 21,340 317,180 SH   DFND   0 317,180 0
HUNT J B TRANS SVCS INC COM 445658107 30,936 184,068 SH   DFND   0 184,068 0
IAC INTERACTIVECORP NEW COM 44891N109 68,374 316,092 SH   DFND   0 316,092 0
ICF INTL INC COM 44925C103 6,736 77,071 SH   DFND   0 77,071 0
IPG PHOTONICS CORP COM 44980X109 30,920 146,580 SH   DFND   0 146,580 0
IRHYTHM TECHNOLOGIES INC COM 450056106 24,949 179,670 SH   DFND   0 179,670 0
IDEXX LABS INC COM 45168D104 91,607 187,216 SH   DFND   0 187,216 0
ILLUMINA INC COM 452327109 27,156 70,709 SH   DFND   0 70,709 0
INPHI CORP COM 45772F107 5,438 30,482 SH   DFND   0 30,482 0
INSULET CORP COM 45784P101 31,128 119,302 SH   DFND   0 119,302 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,349 5,885 SH   DFND   0 5,885 0
KLA CORP COM NEW 482480100 5,704 17,264 SH   DFND   0 17,264 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,893 62,018 SH   DFND   0 62,018 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 75,942 2,783,806 SH   DFND   0 2,783,806 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,987 39,409 SH   DFND   0 39,409 0
LESLIES INC COM 527064109 18,801 767,704 SH   DFND   0 767,704 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 56,530 370,810 SH   DFND   0 370,810 0
LIMONEIRA CO COM 532746104 13,295 759,700 SH   DFND   0 759,700 0
LINDSAY CORP COM 535555106 18,373 110,267 SH   DFND   0 110,267 0
LIVE NATION ENTERTAINMENT IN COM 538034109 75,758 894,955 SH   DFND   0 894,955 0
LULULEMON ATHLETICA INC COM 550021109 22,132 72,160 SH   DFND   0 72,160 0
MGP INGREDIENTS INC NEW COM 55303J106 37,526 634,418 SH   DFND   0 634,418 0
MANHATTAN ASSOCIATES INC COM 562750109 96,374 821,045 SH   DFND   0 821,045 0
MARKETAXESS HLDGS INC COM 57060D108 82,785 166,261 SH   DFND   0 166,261 0
MASTERCARD INCORPORATED CL A 57636Q104 153 430 SH   DFND   0 430 0
MATCH GROUP INC NEW COM 57667L107 74,444 541,882 SH   DFND   0 541,882 0
MAXIMUS INC COM 577933104 24,285 272,740 SH   DFND   0 272,740 0
MERCADOLIBRE INC COM 58733R102 7,948 5,399 SH   DFND   0 5,399 0
MERCURY SYS INC COM 589378108 71,619 1,013,719 SH   DFND   0 1,013,719 0
MICROSOFT CORP COM 594918104 449 1,903 SH   DFND   0 1,903 0
MICROCHIP TECHNOLOGY INC. COM 595017104 75,773 488,166 SH   DFND   0 488,166 0
MISSION PRODUCE INC COM 60510V108 23,839 1,254,004 SH   DFND   0 1,254,004 0
MONSTER BEVERAGE CORP NEW COM 61174X109 43,215 474,416 SH   DFND   0 474,416 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 22,950 457,256 SH   DFND   0 457,256 0
NIC INC COM 62914B100 5,232 154,208 SH   DFND   0 154,208 0
NATIONAL INSTRS CORP COM 636518102 52,915 1,225,306 SH   DFND   0 1,225,306 0
NEOGEN CORP COM 640491106 55,473 624,064 SH   DFND   0 624,064 0
NETFLIX INC COM 64110L106 162 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 27,447 847,141 SH   DFND   0 847,141 0
NVIDIA CORPORATION COM 67066G104 40 74 SH   DFND   0 74 0
NUVASIVE INC COM 670704105 40,791 622,193 SH   DFND   0 622,193 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 48,985 563,046 SH   DFND   0 563,046 0
OMNICELL COM COM 68213N109 35,871 276,206 SH   DFND   0 276,206 0
ONTO INNOVATION INC COM 683344105 30,757 468,076 SH   DFND   0 468,076 0
OPEN LENDING CORP COM CL A 68373J104 8,837 249,504 SH   DFND   0 249,504 0
PRA HEALTH SCIENCES INC COM 69354M108 82,618 538,823 SH   DFND   0 538,823 0
PRA GROUP INC COM 69354N106 56,101 1,513,391 SH   DFND   0 1,513,391 0
PPD INC COM 69355F102 26,117 690,184 SH   DFND   0 690,184 0
PTC INC COM 69370C100 55,776 405,201 SH   DFND   0 405,201 0
PACIRA BIOSCIENCES INC COM 695127100 68,132 972,060 SH   DFND   0 972,060 0
PALO ALTO NETWORKS INC COM 697435105 41,454 128,716 SH   DFND   0 128,716 0
PALOMAR HLDGS INC COM 69753M105 40,488 603,933 SH   DFND   0 603,933 0
PAPA JOHNS INTL INC COM 698813102 51,731 583,608 SH   DFND   0 583,608 0
PAYPAL HLDGS INC COM 70450Y103 278 1,143 SH   DFND   0 1,143 0
PIONEER NAT RES CO COM 723787107 23,960 150,863 SH   DFND   0 150,863 0
PIPER SANDLER COMPANIES COM 724078100 53,898 491,548 SH   DFND   0 491,548 0
POOL CORP COM 73278L105 28,970 83,913 SH   DFND   0 83,913 0
POWER INTEGRATIONS INC COM 739276103 61,613 756,173 SH   DFND   0 756,173 0
PROG HOLDINGS INC COM NPV 74319R101 81,636 1,885,785 SH   DFND   0 1,885,785 0
PROOFPOINT INC COM 743424103 72,585 577,036 SH   DFND   0 577,036 0
PROS HOLDINGS INC COM 74346Y103 43,729 1,028,917 SH   DFND   0 1,028,917 0
PROTO LABS INC COM 743713109 41,661 342,184 SH   DFND   0 342,184 0
Q2 HLDGS INC COM 74736L109 52,478 523,729 SH   DFND   0 523,729 0
QUALYS INC COM 74758T303 39,805 379,888 SH   DFND   0 379,888 0
RALPH LAUREN CORP CL A 751212101 31,258 253,802 SH   DFND   0 253,802 0
RAPID7 INC COM 753422104 43,329 580,741 SH   DFND   0 580,741 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 60 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 18,802 95,551 SH   DFND   0 95,551 0
REPLIGEN CORP COM 759916109 122,709 631,187 SH   DFND   0 631,187 0
REPAY HLDGS CORP COM CL A 76029L100 42,320 1,802,369 SH   DFND   0 1,802,369 0
RESMED INC COM 761152107 57,951 298,688 SH   DFND   0 298,688 0
REVOLVE GROUP INC CL A 76156B107 58,379 1,299,338 SH   DFND   0 1,299,338 0
RINGCENTRAL INC CL A 76680R206 57,407 192,718 SH   DFND   0 192,718 0
ROCKWELL AUTOMATION INC COM 773903109 36,834 138,766 SH   DFND   0 138,766 0
ROKU INC COM CL A 77543R102 45,197 138,740 SH   DFND   0 138,740 0
ROPER TECHNOLOGIES INC COM 776696106 6,718 16,657 SH   DFND   0 16,657 0
ROSS STORES INC COM 778296103 10,844 90,431 SH   DFND   0 90,431 0
SPS COMM INC COM 78463M107 27,415 276,052 SH   DFND   0 276,052 0
SVB FINANCIAL GROUP COM 78486Q101 78,217 158,444 SH   DFND   0 158,444 0
SALESFORCE COM INC COM 79466L302 144 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 5,320 76,827 SH   DFND   0 76,827 0
SCHRODINGER INC COM 80810D103 13,899 182,188 SH   DFND   0 182,188 0
SEMTECH CORP COM 816850101 80,810 1,171,160 SH   DFND   0 1,171,160 0
SHOPIFY INC CL A 82509L107 5,297 4,787 SH   DFND   0 4,787 0
SILICON LABORATORIES INC COM 826919102 65,308 462,950 SH   DFND   0 462,950 0
SILVERGATE CAP CORP CL A 82837P408 47,727 335,702 SH   DFND   0 335,702 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 99,437 582,391 SH   DFND   0 582,391 0
SPLUNK INC COM 848637104 6,447 47,584 SH   DFND   0 47,584 0
SQUARE INC CL A 852234103 4,254 18,735 SH   DFND   0 18,735 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 29,859 1,140,519 SH   DFND   0 1,140,519 0
TJX COS INC NEW COM 872540109 129 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 278 2,348 SH   DFND   0 2,348 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 79,022 447,210 SH   DFND   0 447,210 0
TANDEM DIABETES CARE INC COM NEW 875372203 59,244 671,322 SH   DFND   0 671,322 0
TELADOC HEALTH INC COM 87918A105 13,535 74,468 SH   DFND   0 74,468 0
TRADEWEB MKTS INC CL A 892672106 85,684 1,157,894 SH   DFND   0 1,157,894 0
TREX CO INC COM 89531P105 68,358 746,755 SH   DFND   0 746,755 0
TYLER TECHNOLOGIES INC COM 902252105 66,829 157,419 SH   DFND   0 157,419 0
ULTA BEAUTY INC COM 90384S303 58,846 190,336 SH   DFND   0 190,336 0
UNITED PARCEL SERVICE INC CL B 911312106 148 869 SH   DFND   0 869 0
UNITY SOFTWARE INC COM 91332U101 8,815 87,878 SH   DFND   0 87,878 0
VARONIS SYS INC COM 922280102 48,738 949,321 SH   DFND   0 949,321 0
VEEVA SYS INC CL A COM 922475108 10,400 39,811 SH   DFND   0 39,811 0
VERISK ANALYTICS INC COM 92345Y106 68,076 385,287 SH   DFND   0 385,287 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 14,327 983,999 SH   DFND   0 983,999 0
WARNER MUSIC GROUP CORP COM CL A 934550203 31,208 909,061 SH   DFND   0 909,061 0
WEX INC COM 96208T104 83,620 399,676 SH   DFND   0 399,676 0
WINGSTOP INC COM 974155103 69,875 549,458 SH   DFND   0 549,458 0
XILINX INC COM 983919101 10,635 85,838 SH   DFND   0 85,838 0
YETI HLDGS INC COM 98585X104 19,374 268,296 SH   DFND   0 268,296 0
MIMECAST LTD ORD SHS G14838109 8,757 217,770 SH   DFND   0 217,770 0
ICON PLC SHS G4705A100 102,403 521,479 SH   DFND   0 521,479 0
IHS MARKIT LTD SHS G47567105 9,604 99,236 SH   DFND   0 99,236 0
MEDTRONIC PLC SHS G5960L103 107 908 SH   DFND   0 908 0
GARMIN LTD SHS H2906T109 42,541 322,647 SH   DFND   0 322,647 0
GLOBANT S A COM L44385109 36,824 177,369 SH   DFND   0 177,369 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,778 43,956 SH   DFND   0 43,956 0
CYBERARK SOFTWARE LTD SHS M2682V108 37,987 293,700 SH   DFND   0 293,700 0
KORNIT DIGITAL LTD SHS M6372Q113 108,303 1,092,649 SH   DFND   0 1,092,649 0
WIX COM LTD SHS M98068105 33,084 118,487 SH   DFND   0 118,487 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 94 153 SH   DFND   0 153 0
NXP SEMICONDUCTORS N V COM N6596X109 9,807 48,707 SH   DFND   0 48,707 0