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
2U INC COM 90214J101 200,313 2,664,085 SH   DFND 01 02 0 2,491,185 172,900
SMITH A O COM 831865209 30,248 566,769 SH   DFND 01 02 0 566,769 0
ABBVIE INC COM 00287Y109 71 754 SH   DFND 2 0 754 0
ACCELERON PHARMA INC COM 00434H108 3,966 69,303 SH   DFND 01 02 BA 0 69,303 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 96 564 SH   DFND 2 0 564 0
ACTIVISION BLIZZARD INC COM 00507V109 18,446 221,738 SH   DFND 01 02 0 221,738 0
ACXIOM CORP COM 005125109 115,926 2,346,201 SH   DFND 01 02 0 2,346,201 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,566 78,200 SH   DFND 2 0 78,200 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 8,240 607,699 SH   DFND 02 BA 0 607,699 0
ADOBE SYS INC COM 00724F101 7,934 29,391 SH   DFND BC 01 02 0 29,391 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,663 43,262 SH   DFND 02 BA 0 43,262 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,085 43,740 SH   DFND 02 BA 0 43,740 0
AIR LEASE CORP CL A 00912X302 108,234 2,359,072 SH   DFND 01 02 0 2,294,772 64,300
ALBANY INTL CORP CL A 012348108 4,015 50,507 SH   DFND 2 0 45,107 5,400
ALEXANDERS INC COM 014752109 60,584 176,476 SH   DFND 01 02 5,000 160,286 11,190
ALEXANDER & BALDWIN COM 014491104 6,807 300,000 SH   DFND 2 0 300,000 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 125,147 994,887 SH   DFND 01 02 0 912,887 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 195,290 1,185,300 SH   DFND BC 01 02 0 1,121,530 63,770
ALIGN TECHNOLOGY INC COM 016255101 63,399 162,054 SH   DFND 01 02 BA 0 162,054 0
ALPHABET INC CL A 02079K305 3,837 3,179 SH   DFND 01 02 0 3,179 0
ALPHABET INC CL C 02079K107 42,104 35,279 SH   DFND 01 02 0 35,279 0
ALTAIR ENGR INC COM CL A 021369103 87,976 2,024,757 SH   DFND 01 02 0 1,933,757 91,000
AMAZON COM INC COM 023135106 95,269 47,563 SH   DFND BC 01 02 0 47,563 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 69,980 4,357,393 SH   DFND 01 02 0 4,087,200 270,193
AMERICAN ASSETS TRUST INC COM 024013104 22,076 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 14,616 667,703 SH   DFND 01 02 0 617,703 50,000
AMERICAN TOWER CORP COM 03027X100 51,863 356,936 SH   DFND 01 02 0 356,936 0
AMERICOLD RLTY TR COM 03064D108 77,390 3,093,116 SH   DFND 01 02 0 3,093,116 0
ANAPTYSBIO INC COM 032724106 718 7,193 SH   DFND 01 02 BA 0 7,193 0
ANDEAVOR (FKA TESORO CORP) COM 03349M105 2,471 16,100 SH   DFND 2 0 16,100 0
ANSYS INC COM 03662Q105 464,322 2,487,261 SH   DFND 01 02 0 2,310,561 176,700
APPLE INC COM 037833100 30,560 135,376 SH   DFND 01 02 0 135,376 0
AQUANTIA CORP COM 03842Q108 5,076 396,845 SH   DFND 01 02 0 396,845 0
ARCH CAP GROUP LTD ORD G0450A105 696,389 23,360,933 SH   DFND 01 02 0 22,409,933 951,000
ARCO PLATFORM LTD COM CL A G04553106 8,388 367,900 SH   DFND 2 0 367,900 0
ARGENX SE SPONSORED ADR 04016X101 14,921 196,740 SH   DFND 02 BA 0 196,740 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 124 3,819 SH   DFND 1 0 3,819 0
ON ASSIGNMENT INC COM 00191U102 134,978 1,710,100 SH   DFND 01 02 0 1,710,100 0
ASML HOLDING N V NY REG SHS N07059210 8,077 42,958 SH   DFND 01 02 0 42,958 0
ASSEMBLY BIOSCIENCES INC COM 045396108 51 1,362 SH   DFND BA 0 1,362 0
ASPEN TECHNOLOGY INC COM 045327103 94,021 825,400 SH   DFND 2 0 825,400 0
ASTRAZENECA PLC SPONSORED ADR 046353108 7,697 194,523 SH   DFND 02 BA 0 194,523 0
AVALARA INC COM 05338G106 10,479 300,000 SH   DFND 2 0 300,000 0
AVALONBAY CMNTYS INC COM 053484101 89 490 SH   DFND 2 0 490 0
AXOGEN INC COM 05463X106 5,178 140,527 SH   DFND 02 BA 0 140,527 0
BAIDU INC SPON ADR REP A 056752108 82,484 360,698 SH   DFND 01 02 0 336,446 24,252
BANCO MACRO SA SPON ADR B 05961W105 18,708 452,200 SH   DFND 01 02 0 423,165 29,035
BENEFITFOCUS INC COM 08180D106 168,674 4,169,936 SH   DFND 01 02 0 3,886,236 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 38,712 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 308,048 1,509,224 SH   DFND 01 02 BA 0 1,414,724 94,500
BIOGEN IDEC INC COM 09062X103 3,595 10,175 SH   DFND 01 02 0 10,175 0
BJS RESTAURANTS INC COM 09180C106 27,883 386,191 SH   DFND 2 0 386,191 0
BLACKBERRY LTD COM 09228F103 1,556 136,714 SH   DFND 2 0 136,714 0
BLACKROCK INC COM 09247X101 132 280 SH   DFND 2 0 280 0
BLOOM ENERGY CORP COM CL A 093712107 89,467 2,625,207 SH   DFND 01 02 0 2,402,167 223,040
BOOKING HLDGS INC COM 09857L108 70,043 35,304 SH   DFND 01 02 0 35,304 0
BOSTON PROPERTIES INC COM 101121101 3,515 28,553 SH   DFND 01 02 0 28,553 0
BOYD GAMING CORP COM 103304101 49,773 1,470,401 SH   DFND 01 02 0 1,470,401 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 381,934 3,241,125 SH   DFND 01 02 0 3,011,125 230,000
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 27,528 618,192 SH   DFND 01 02 0 618,192 0
BROOKS AUTOMATION INC COM 114340102 5,430 155,000 SH   DFND 2 0 155,000 0
BWX TECHNOLOGIES INC COM 05605H100 34,578 552,892 SH   DFND 01 02 0 552,892 0
CACTUS INC CL A 127203107 2,044 53,400 SH   DFND 2 0 53,400 0
CAMPING WORLD HLDGS INC CL A 13462K109 42,737 2,004,550 SH   DFND 01 02 0 2,004,550 0
CANTEL MEDICAL CORP COM 138098108 47,506 516,030 SH   DFND 02 BA 0 516,030 0
CAREDX INC COM 14167L103 13,910 482,133 SH   DFND 02 BA 0 482,133 0
CARMAX INC COM 143130102 19,553 261,859 SH   DFND 01 02 0 261,859 0
CBOE HLDGS INC COM 12503M108 19,192 200,000 SH   DFND 2 0 200,000 0
CBRE GROUP INC CL A 12504L109 72,234 1,637,957 SH   DFND 01 02 0 1,637,957 0
CDW CORP COM 12514G108 33,226 373,667 SH   DFND 01 02 0 373,667 0
CERIDIAN HCM HLDG INC COM 15677J108 81,798 1,946,170 SH   DFND 01 02 0 1,946,170 0
CERUS CORP COM 157085101 7,397 1,026,000 SH   DFND 2 0 1,026,000 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 92 283 SH   DFND 2 0 283 0
CHOICE HOTELS INTL INC COM 169905106 401,075 4,814,823 SH   DFND 01 02 20,000 4,249,923 544,900
CHURCH & DWIGHT INC COM 171340102 62,384 1,050,767 SH   DFND 01 02 0 955,767 95,000
CIMPRESS N V SHS EURO N20146101 1,873 13,707 SH   DFND 2 0 13,707 0
CISION LTD SHS G1992S109 127,538 7,591,547 SH   DFND 01 02 0 7,534,047 57,500
CME GROUP INC COM 12572Q105 9,924 58,304 SH   DFND 01 02 0 58,304 0
COGNEX CORP COM 192422103 103,267 1,850,000 SH   DFND 2 0 1,850,000 0
COHEN & STEERS INC COM 19247A100 108,400 2,669,281 SH   DFND 01 02 0 2,352,081 317,200
COHERENT INC COM 192479103 5,045 29,300 SH   DFND 2 0 29,300 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 23,001 150,579 SH   DFND 01 02 0 150,579 0
CONSTELLATION BRANDS INC COM 21036P108 100 464 SH   DFND 2 0 464 0
COPA HOLDINGS SA CL A P31076105 23,304 291,881 SH   DFND 01 02 0 273,076 18,805
CORIUM INTL INC COM 21887L107 2,772 291,474 SH   DFND 2 0 291,474 0
COSTAR GROUP INC COM 22160N109 1,039,498 2,470,055 SH   DFND 01 02 0 2,316,205 153,850
COSTCO WHSL CORP NEW COM 22160K105 63 268 SH   DFND 2 0 268 0
CROWN CASTLE INTL CORP NEW COM 22822V101 92 824 SH   DFND 2 0 824 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,824 183,600 SH   DFND 01 02 0 183,600 0
CYRUSONE INC COM 23283R100 17,240 271,922 SH   DFND 01 02 0 271,922 0
DANAHER CORP DEL COM 235851102 114 1,051 SH   DFND 2 0 1,051 0
DENALI THERAPEUTICS INC COM 24823R105 20,770 955,402 SH   DFND 01 02 0 877,902 77,500
DEVON ENERGY CORP NEW COM 25179M103 799 20,000 SH   DFND 2 0 20,000 0
DEXCOM INC COM 252131107 43,150 301,661 SH   DFND 01 02 BA 0 301,661 0
DICKS SPORTING GOODS INC COM 253393102 25,963 731,765 SH   DFND 01 02 0 668,265 63,500
DIGITAL RLTY TR INC COM 253868103 18,774 166,907 SH   DFND 01 02 0 166,907 0
DOUGLAS EMMETT INC COM 25960P109 228,981 6,070,548 SH   DFND 01 02 0 5,600,548 470,000
DROPBOX INC COM 26210C104 3,711 138,308 SH   DFND 01 02 0 138,308 0
DUKE REALTY CORP COM 264411505 70 2,476 SH   DFND 2 0 2,476 0
EAGLE MATERIALS INC COM 26969P108 6,114 71,730 SH   DFND 01 02 0 71,730 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,652 38,209 SH   DFND 01 02 BA 0 38,209 0
ELANCO ANIMAL HEALTH INC COM 28414H103 349 10,000 SH   DFND 01 02 BA 0 10,000 0
ELECTRONIC ARTS INC COM 285512109 11,330 94,034 SH   DFND 01 02 0 94,034 0
ELLIE MAE INC COM 28849P100 3,643 38,440 SH   DFND 01 02 0 35,082 3,358
EMERALD EXPOSITIONS EVENTS INC COM 29103B100 22,248 1,350,000 SH   DFND 2 0 1,350,000 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,950 60,000 SH   DFND 2 0 60,000 0
ENCANA CORP COM 292505104 7,085 540,453 SH   DFND 2 0 540,453 0
ENDAVA PLC ADS 29260V105 8,939 308,760 SH   DFND 2 0 308,760 0
ENERGY TRASNFER EQUITY L P COM UT LTD PTN 29273V100 1,189 68,200 SH   DFND 2 0 68,200 0
ENVESTNET INC COM 29404K106 5,998 98,410 SH   DFND 01 02 0 98,410 0
EOG RES INC COM 26875P101 1,144 8,968 SH   DFND 2 0 8,968 0
EPAM SYS INC COM 29414B104 11,091 80,544 SH   DFND 01 02 0 80,544 0
EQUINIX INC COM 29444U700 125,651 290,261 SH   DFND 01 02 0 290,261 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 51 533 SH   DFND 2 0 533 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 88 1,331 SH   DFND 2 0 1,331 0
ESCO TECHNOLOGIES INC COM 296315104 4,872 71,600 SH   DFND 2 0 71,600 0
ESPERION THERAPEUTICS INC COM 29664W105 4,437 100,000 SH   DFND 2 0 100,000 0
ESSENT GROUP LTD COM G3198U102 34,762 785,579 SH   DFND 01 02 0 720,079 65,500
ESSEX PPTY TR INC COM 297178105 18 74 SH   DFND 2 0 74 0
EVENTBRITE INC COM CL A 29975E109 5,695 150,000 SH   DFND BC 02 0 150,000 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 5,760 750,000 SH   DFND 2 0 750,000 0
EXPEDIA INC DEL COM 30212P303 52,106 399,342 SH   DFND 01 02 0 399,342 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,672 725,252 SH   DFND 01 02 0 725,252 0
FACEBOOK INC. CL A 30303M102 23,345 141,951 SH   DFND 01 02 0 141,951 0
FACTSET RESH SYS INC COM 303075105 640,647 2,863,740 SH   DFND 01 02 0 2,714,594 149,146
FASTENAL CO COM 311900104 76,887 1,325,176 SH   DFND 01 02 0 1,325,176 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 48,644 506,706 SH   DFND 01 02 0 506,706 0
FLEETCOR TECHNOLOGIES INC COM 339041105 81,497 357,693 SH   DFND 01 02 0 357,693 0
FLEXION THERAPEUTICS INC COM 33938J106 7,203 385,000 SH   DFND 2 0 385,000 0
FLOOR & DECOR HLDGS INC CL A 339750101 57,954 1,920,922 SH   DFND 01 02 0 1,920,922 0
FLOTEK INDUSTRIES INC DEL COM 343389102 800 333,539 SH   DFND 2 0 333,539 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 91,125 920,734 SH   DFND 01 02 0 861,416 59,318
FORESCOUT TECHNOLOGIES INC COM 34553D101 6,959 184,300 SH   DFND 2 0 184,300 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 8,468 161,726 SH   DFND 01 02 0 161,726 0
GAMING & LEISURE PPTYS INC COM 36467J108 367,656 10,429,965 SH   DFND 01 02 0 9,730,315 699,650
GARTNER INC COM 366651107 1,100,110 6,940,757 SH   DFND BC 01 02 0 6,648,782 291,975
GCI LIBERTY INC CL A 36164V305 7,000 137,260 SH   DFND 01 02 0 137,260 0
GDS HLDGS LTD SPONSORED ADR 36165L108 24,652 701,735 SH   DFND 01 02 0 701,735 0
GLOBANT S A COM L44385109 2,046 34,680 SH   DFND 2 0 34,680 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,679 240,235 SH   DFND 2 0 240,235 0
GRUBHUB INC COM 400110102 49 356 SH   DFND BC 0 356 0
GTT COMMUNICATIONS INC COM 362393100 108,500 2,500,000 SH   DFND 2 0 2,500,000 0
GUIDEWIRE SOFTWARE INC COM 40171V100 659,485 6,528,904 SH   DFND BC 01 02 0 6,284,904 244,000
HALLIBURTON CO COM 406216101 1,860 45,896 SH   DFND 2 0 45,896 0
HCA HEALTHCARE INC COM 40412C101 169 1,217 SH   DFND BA 0 1,217 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,718 18,255 SH   DFND 2 0 18,255 0
HEALTHEQUITY INC COM 42226A107 99,521 1,054,136 SH   DFND 01 02 BA 0 1,054,136 0
HEICO CORP NEW CL A 422806208 14,576 193,061 SH   DFND 01 02 0 193,061 0
HEICO CORP NEW COM 422806109 9,353 100,993 SH   DFND 01 02 0 100,993 0
HILTON GRAND VACATIONS INC COM 43283X105 21,677 654,905 SH   DFND 01 02 0 654,905 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 18,906 234,047 SH   DFND 01 02 0 234,047 0
HOME DEPOT INC COM 437076102 38,721 186,924 SH   DFND 01 02 2,000 184,924 0
HOST HOTELS & RESORTS INC COM 44107P104 71 3,350 SH   DFND 2 0 3,350 0
HOULIHAN LOKEY INC CL A 441593100 54,894 1,221,769 SH   DFND 01 02 0 1,170,769 51,000
HUDSON LTD COM CL A G46408103 67,680 3,000,000 SH   DFND 2 0 3,000,000 0
HUDSON PAC PPTYS INC COM 444097109 56 1,715 SH   DFND 2 0 1,715 0
HUMANA INC COM 444859102 192 568 SH   DFND BA 0 568 0
HYATT HOTELS CORP COM CL A 448579102 371,125 4,662,956 SH   DFND 01 02 0 4,325,581 337,375
IAC INTERACTIVECORP COM 44919P508 21,353 98,530 SH   DFND BC 01 02 0 98,530 0
ICHOR HOLDINGS SHS G4740B105 5,922 290,000 SH   DFND 2 0 290,000 0
ICON PLC SHS G4705A100 123,780 805,071 SH   DFND 01 02 BA 0 805,071 0
IDEX CORP COM 45167R104 68,633 455,548 SH   DFND 01 02 0 455,548 0
IDEXX LABS INC COM 45168D104 1,038,813 4,160,912 SH   DFND 01 02 BA 0 3,949,837 211,075
ILLINOIS TOOL WKS INC COM 452308109 68 483 SH   DFND 2 0 483 0
ILLUMINA INC COM 452327109 149,379 406,960 SH   DFND 01 02 BA 0 406,960 0
INGEVITY CORP COM 45688C107 11,390 111,800 SH   DFND 2 0 111,800 0
INSTALLED BLDG PRODS INC COM 45780R101 54,880 1,407,187 SH   DFND 01 02 0 1,407,187 0
INSULET CORP COM 45784P101 96 905 SH   DFND BA 0 905 0
INTERSECT ENT INC COM 46071F103 11,308 393,336 SH   DFND 02 BA 0 393,336 0
INTERXION HOLDING N.V SHS N47279109 48,742 724,253 SH   DFND 01 02 0 724,253 0
INTRICON CORP COM 46121H109 9,510 169,217 SH   DFND 02 BA 0 169,217 0
INTUITIVE SURGICAL INC COM 46120E602 19,542 34,045 SH   DFND 01 02 BA 0 34,045 0
INVITATION HOMES INC COM 46187W107 13,033 568,897 SH   DFND 01 02 0 568,897 0
IRHYTHM TECHNOLOGIES INC COM 450056106 57 602 SH   DFND BA 0 602 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 207,611 9,227,152 SH   DFND 01 02 0 8,319,152 908,000
ITAU UNIBANCO HLDG SA COM 465562106 56,117 5,110,866 SH   DFND 01 02 0 4,790,227 320,639
JOHN BEAN TECHNOLOGIES CORP COM 477839104 104,185 873,300 SH   DFND 01 02 0 873,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 63 2,935 SH   DFND 2 0 2,935 0
KILROY RLTY CORP COM 49427F108 53 736 SH   DFND 2 0 736 0
KINSALE CAP GROUP INC COM 49714P108 90,781 1,421,563 SH   DFND 01 02 0 1,298,322 123,241
KORNIT DIGITAL LTD SHS M6372Q113 4,227 193,000 SH   DFND 2 0 193,000 0
LENDINGTREE INC COM 52603B107 39,894 173,376 SH   DFND 01 02 0 148,076 25,300
LIBERTY BROADBAND CORP COM SER A 530307107 8,433 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 55,184 654,620 SH   DFND 01 02 0 654,620 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 17,170 365,000 SH   DFND 2 0 365,000 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,582 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 27,892 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 47,795 1,100,000 SH   DFND 2 0 1,100,000 0
LIMONEIRA CO COM 532746104 5,614 215,000 SH   DFND 2 0 215,000 0
LITTELFUSE INC COM 537008104 70,131 354,395 SH   DFND 01 02 0 339,395 15,000
LIVANOVA PLC SHS G5509L101 143 1,157 SH   DFND BA 0 1,157 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 25,931 2,933,351 SH   DFND 01 02 0 2,740,676 192,675
LUXFER HOLDINGS PLC SHS G5698W116 2,952 126,960 SH   DFND 2 0 126,960 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 2,822 137,000 SH   DFND 2 0 137,000 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,274 84,900 SH   DFND 2 0 84,900 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 314,862 13,993,884 SH   DFND 01 02 0 12,796,159 1,197,725
MANHATTAN ASSOCS INC COM 562750109 2,899 53,100 SH   DFND 1 0 53,100 0
MARATHON OIL CORP COM 565849106 1,173 50,400 SH   DFND 2 0 50,400 0
MARKETAXESS HLDGS INC COM 57060D108 49,033 274,711 SH   DFND 01 02 0 274,711 0
MARRIOTT INTL INC CL A 571903202 14,408 109,128 SH   DFND 01 02 0 109,128 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 345,484 3,091,578 SH   DFND 01 02 0 2,852,578 239,000
MARTIN MARIETTA MATLS INC COM 573284106 6,249 34,344 SH   DFND 01 02 0 34,344 0
MASCO CORP COM 574599106 8,543 233,426 SH   DFND 01 02 0 233,426 0
MASTERCARD INC CL A 57636Q104 27,138 121,910 SH   DFND BC 01 02 0 121,910 0
MAXIMUS INC COM 577933104 158,285 2,432,902 SH   DFND 01 02 0 2,246,902 186,000
MEDTRONIC PLC SHS G5960L103 268 2,722 SH   DFND BA 0 2,722 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 13,896 189,189 SH   DFND 01 02 0 189,189 0
MERCADOLIBRE INC COM 58733R102 1,061 3,117 SH   DFND 2 0 3,117 0
MERCURY SYS INC COM 589378108 70,633 1,276,800 SH   DFND 2 0 1,276,800 0
METTLER TOLEDO INTERNATIONAL COM 592688105 341,599 560,936 SH   DFND 01 02 BA 0 544,336 16,600
MGM GROWTH PPTYS LLC CL A COM 55303A105 26,720 906,062 SH   DFND 01 02 0 906,062 0
MGM RESORTS INTERNATIONAL COM 552953101 34,635 1,240,965 SH   DFND 01 02 0 1,240,965 0
MICROSOFT CORP COM 594918104 26,542 232,071 SH   DFND BC 01 02 0 232,071 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 3,945 637,288 SH   DFND 2 0 637,288 0
MOELIS & CO CL A 60786M105 103,880 1,895,615 SH   DFND 01 02 0 1,815,615 80,000
MOMO INC AD 60879B107 73,565 1,679,574 SH   DFND 01 02 0 1,576,153 103,421
MOODYS CORP COM 615369105 148 883 SH   DFND 2 0 883 0
MORNINGSTAR INC COM 617700109 183,513 1,457,606 SH   DFND 01 02 0 1,321,106 136,500
MPLX LP COM UNIT REP LTP 55336V100 756 21,800 SH   DFND 2 0 21,800 0
MSCI INC CL A 55354G100 389,092 2,193,178 SH   DFND 01 02 0 2,012,178 181,000
MYOVANT SCIENCES LTD COM G637AM102 3,525 132,761 SH   DFND 02 BA 0 132,761 0
MYRIAD GENETICS INC COM 62855J104 11,960 260,000 SH   DFND 2 0 260,000 0
NCS MULTISTAGE HLDGS INC COM 628877102 1,090 66,000 SH   DFND 2 0 66,000 0
NEOGEN CORP COM 640491106 42,403 592,794 SH   DFND 2 0 530,117 62,677
NETFLIX INC COM 64110L106 7,073 18,904 SH   DFND 01 02 0 18,904 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,816 31,034 SH   DFND 02 BA 0 31,034 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 791 22,338 SH   DFND 2 0 22,338 0
NOKIA CORP SPONSORED ADR 654902204 4,210 754,550 SH   DFND 2 0 754,550 0
NORDSON CORP COM 655663102 31,252 225,000 SH   DFND 2 0 225,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 57,322 998,113 SH   DFND 01 02 0 998,113 0
NOVANTA INC COM 67000B104 3,762 55,000 SH   DFND 2 0 55,000 0
NVIDIA CORP COM 67066G104 5,086 18,100 SH   DFND 2 0 18,100 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 79,388 1,917,596 SH   DFND 01 02 0 1,766,696 150,900
OKTA INC CL A 679295105 1,304 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 80,339 835,997 SH   DFND 01 02 0 792,874 43,123
OPERA LTD SPONSORED ADS 68373M107 1,661 184,782 SH   DFND BC 02 0 184,782 0
ORION ENGINEERED CARBONS S A COM L72967109 32,100 1,000,000 SH   DFND 2 0 1,000,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 78,046 2,820,585 SH   DFND 01 02 0 2,668,903 151,682
PALO ALTO NETWORKS INC COM 697435105 57 254 SH   DFND BC 0 254 0
PAR TECHNOLOGY CORP COM 698884103 2,518 113,320 SH   DFND BC 02 0 113,320 0
PARK HOTELS RESORTS INC COM 700517105 9,664 294,461 SH   DFND 01 02 0 294,461 0
PARSLEY ENERGY INC CL A 701877102 4,118 140,800 SH   DFND 2 0 140,800 0
PARTY CITY HOLDCO INC COM 702149105 48,780 3,600,000 SH   DFND 2 0 3,600,000 0
PEBBLEBROOK HOTEL TR COM 70509V100 43 1,191 SH   DFND 2 0 1,191 0
PEGASYSTEMS INC COM 705573103 74,786 1,194,660 SH   DFND 01 02 0 1,194,660 0
PENN NATL GAMING INC COM 707569109 212,382 6,451,449 SH   DFND 01 02 0 5,978,878 472,571
PERFORMANCE FOOD GROUP CO COM 71377A103 50,461 1,515,342 SH   DFND 01 02 0 1,398,442 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 95,506 7,912,703 SH   DFND 01 02 0 7,412,973 499,730
PINDUODUO INC SPONSORED ADS 722304102 11,768 447,612 SH   DFND 01 02 0 422,523 25,089
PINNACLE ENTMT INC COM 72348Y105 141,938 4,213,056 SH   DFND 01 02 0 3,674,556 538,500
PIONEER NAT RES CO COM 723787107 801 4,600 SH   DFND 2 0 4,600 0
PLANET FITNESS INC CL A 72703H101 44,413 822,000 SH   DFND 2 0 822,000 0
PRA HEALTH SCIENCES INC COM 69354M108 105,161 954,364 SH   DFND 01 02 0 954,364 0
PRIMERICA INC COM 74164M108 302,913 2,512,755 SH   DFND 01 02 0 2,285,930 226,825
PROLOGIS INC COM 74340W103 13,655 201,431 SH   DFND 01 02 0 201,431 0
PROOFPOINT INC COM 743424103 3,338 31,389 SH   DFND 01 02 0 31,389 0
QAD INC CL A 74727D306 4,249 75,000 SH   DFND 2 0 75,000 0
QAD INC CL B 74727D207 830 20,000 SH   DFND 2 0 20,000 0
QTS RLTY TR INC COM CL A 74736A103 8,418 197,293 SH   DFND 2 0 197,293 0
QUALCOMM INC COM 747525103 288 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 42,590 478,000 SH   DFND 2 0 478,000 0
RA MED SYS INC COM 74933X104 5,658 310,900 SH   DFND 02 BA 0 310,900 0
RAVEN INDS INC COM 754212108 30,744 672,000 SH   DFND 2 0 672,000 0
RAYONIER INC COM 754907103 20 585 SH   DFND 2 0 585 0
RBC BEARINGS INC COM 75524B104 41,349 275,000 SH   DFND 2 0 275,000 0
RED HAT INC COM 756577102 5,698 41,811 SH   DFND 01 02 0 41,811 0
RED LION HOTELS CORP COM 756764106 5,562 445,000 SH   DFND 2 0 445,000 0
RED ROCK RESORTS INC CL A 75700L108 220,142 8,260,501 SH   DFND 01 02 0 8,047,501 213,000
REV GROUP INC COM 749527107 15,700 1,000,000 SH   DFND 2 0 1,000,000 0
REXFORD INDL RLTY INC COM 76169C100 28 874 SH   DFND 2 0 874 0
RINGCENTRAL INC CL A 76680R206 4,445 47,767 SH   DFND 01 02 0 47,767 0
ROBERT HALF INTL INC COM 770323103 7,341 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 43,048 709,304 SH   DFND 01 02 0 709,304 0
ROPER INDUSTRIES INC NEW COM 776696106 75,289 254,174 SH   DFND 01 02 0 254,174 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 21,308 163,980 SH   DFND 01 02 0 163,980 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 3,239 33,725 SH   DFND 2 0 33,725 0
S&P GLOBAL INC COM 78409V104 5,567 28,493 SH   DFND 01 02 0 28,493 0
SAGE THERAPEUTICS INC COM 78667J108 45,425 321,596 SH   DFND 01 02 BA 0 321,596 0
SALESFORCE.COM INC COM 79466L302 5,781 36,351 SH   DFND 01 02 0 36,351 0
SANCHEZ PRODTN PARTNER COM UNIT REPSTG 79971C201 693 97,600 SH   DFND 2 0 97,600 0
SASOL LTD SPONSORED ADR 803866300 29,532 764,281 SH   DFND 01 02 0 715,252 49,029
SBA COMMUNICATIONS CORP COM 78410G104 191,212 1,190,387 SH   DFND 01 02 0 1,190,387 0
SERVICENOW INC COM 81762P102 6,229 31,842 SH   DFND 01 02 0 31,842 0
SHUTTERFLY INC COM 82568P304 77,421 1,175,000 SH   DFND 2 0 1,175,000 0
SIENTRA INC COM 82621J105 9,029 378,100 SH   DFND 2 0 378,100 0
SIMON PPTY GROUP INC NEW COM 828806109 43 244 SH   DFND 2 0 244 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 110,358 1,464,803 SH   DFND 01 02 0 1,464,803 0
SL GREEN RLTY CORP COM 78440X101 16,717 171,406 SH   DFND 01 02 0 171,406 0
SM ENERGY CO COM 78454L100 1,122 35,600 SH   DFND 2 0 35,600 0
SONY CORP ADR 835699307 3,410 56,223 SH   DFND 2 0 56,223 0
SPLUNK INC COM 848637104 12,202 100,921 SH   DFND 01 02 0 100,921 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,472 19,200 SH   DFND 2 0 19,200 0
SPROUTS FMRS MKT INC COM 85208M102 822 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 354,701 6,241,437 SH   DFND 01 02 0 5,771,437 470,000
STAMPS COM INC COM NEW 852857200 3,847 17,006 SH   DFND 01 02 0 17,006 0
STITCH FIX INC COM CL A 860897107 37 836 SH   DFND BC 0 836 0
SUMMIT MATLS INC CL A 86614U100 53,320 2,932,866 SH   DFND 01 02 0 2,932,866 0
SUN CMNTYS INC COM 866674104 50 497 SH   DFND 2 0 497 0
SUN HYDRAULICS CORP COM 866942105 33,690 615,000 SH   DFND 2 0 615,000 0
SUNCOR ENERGY INC NEW COM 867224107 1,405 36,304 SH   DFND 2 0 36,304 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 41 2,499 SH   DFND 2 0 2,499 0
PRICE T ROWE GROUP INC COM 74144T108 38,945 356,704 SH   DFND 01 02 4,000 352,704 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 117,691 2,665,112 SH   DFND 01 02 0 2,495,024 170,088
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,413 17,489 SH   DFND 2 0 17,489 0
TAL ED GROUP ADS REPSTG COM 874080104 9,622 374,252 SH   DFND 01 02 0 352,889 21,363
TARGA RES CORP COM 87612G101 1,425 25,300 SH   DFND 2 0 25,300 0
TE CONNECTIVITY LTD REG SHS H84989104 107 1,212 SH   DFND 2 0 1,212 0
TELADOC INC COM 87918A105 155,171 1,797,000 SH   DFND 2 0 1,797,000 0
TELEFLEX INC COM 879369106 58,607 220,254 SH   DFND 01 02 BA 0 220,254 0
TENABLE HLDGS INC COM 88025T102 4,666 120,000 SH   DFND 2 0 120,000 0
TESLA MOTORS INC COM 88160R101 440,172 1,662,469 SH   DFND BC 01 02 225,000 1,361,805 75,664
TEXAS INSTRS INC COM 882508104 36 337 SH   DFND 2 0 337 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 73,232 3,247,527 SH   DFND 01 02 0 2,977,527 270,000
SCHWAB CHARLES CORP NEW COM 808513105 316,906 6,447,740 SH   DFND 01 02 187,250 6,031,490 229,000
CHEESECAKE FACTORY INC COM 163072101 42,832 800,000 SH   DFND 2 0 800,000 0
COOPER COS INC COM NEW 216648402 46,497 167,769 SH   DFND 01 02 0 167,769 0
LAUDER ESTEE COS INC CL A 518439104 56 388 SH   DFND 2 0 388 0
GOLDMAN SACHS GROUP INC COM 38141G104 179 800 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 71,021 225,236 SH   DFND BC 02 0 225,236 0
MIDDLEBY CORP COM 596278101 1,112 8,600 SH   DFND 2 0 8,600 0
PROCTER & GAMBLE CO COM 742718109 149 1,796 SH   DFND   1,796 0 0
SHERWIN WILLIAMS CO COM 824348106 15,306 33,623 SH   DFND 01 02 0 33,623 0
STARS GROUP INC COM 85570w100 2,143 86,070 SH   DFND 2 0 86,070 0
TORO CO COM 891092108 35,227 587,417 SH   DFND 01 02 0 587,417 0
THE TRADE DESK INC COM CL A 88339J105 150,301 995,967 SH   DFND BC 01 02 0 995,967 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 170,879 530,368 SH   DFND 01 02 0 530,368 0
UNITEDHEALTH GROUP INC COM 91324P102 644 2,419 SH   DFND 02 BA 0 2,419 0
THERAPEUTICSMD INC COM 88338N107 8,851 1,349,200 SH   DFND 2 0 1,349,200 0
TIFFANY & CO NEW COM 886547108 34,570 268,050 SH   DFND 01 02 3,000 265,050 0
TPI COMPOSITES INC COM 87266J104 10,932 382,900 SH   DFND 2 0 382,900 0
TRANSDIGM GROUP INC COM 893641100 130,305 350,000 SH   DFND 2 0 350,000 0
TRANSOCEAN LTD REG SHS H8817H100 1,076 77,100 SH   DFND 2 0 77,100 0
TRANSUNION COM 89400J107 93,470 1,270,316 SH   DFND 01 02 0 1,270,316 0
TREX CO INC COM 89531P105 153,086 1,988,647 SH   DFND 01 02 0 1,879,847 108,800
UNDER ARMOUR INC CL A 904311107 65,989 3,109,761 SH   DFND 01 02 0 2,978,761 131,000
UNDER ARMOUR INC CL C 904311206 701 36,000 SH   DFND 2 0 36,000 0
UNIVAR INC COM 91336L107 84,315 2,750,000 SH   DFND 2 0 2,750,000 0
VAIL RESORTS INC COM 91879Q109 1,331,537 4,852,186 SH   DFND 01 02 0 4,311,186 541,000
VALERO ENERGY CORP COM 91913Y100 1,388 12,200 SH   DFND 2 0 12,200 0
VARONIS SYS INC COM 922280102 9,164 125,105 SH   DFND 01 02 0 125,105 0
VEEVA SYS INC CL A COM 922475108 66,556 611,339 SH   DFND 01 02 BA 0 611,339 0
VERISIGN INC COM 92343E102 108,468 677,418 SH   DFND 01 02 0 677,418 0
VERISK ANALYTICS INC CL A 92345Y106 175,161 1,453,017 SH   DFND 01 02 0 1,453,017 0
VERTEX PHARMACEUTICALS INC COM 92532F100 16,655 86,412 SH   DFND 01 02 BA 0 86,412 0
VISA INC COM CL A 92826C839 22,601 150,582 SH   DFND 01 02 0 150,582 0
VMWARE INC CL A COM 928563402 96 612 SH   DFND BC 0 612 0
VORNADO RLTY TR SH BEN INT 929042109 63 869 SH   DFND 2 0 869 0
VULCAN MATLS CO COM 929160109 23,503 211,356 SH   DFND 01 02 0 211,356 0
WASTE CONNECTIONS INC COM 94106B101 131,620 1,650,000 SH   DFND 2 0 1,650,000 0
WATERS CORP COM 941848103 26,971 138,538 SH   DFND 01 02 0 138,538 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 199,013 1,611,833 SH   DFND 01 02 BA 0 1,532,833 79,000
WEX INC COM 96208T104 90,342 450,000 SH   DFND 2 0 450,000 0
WEYERHAEUSER CO COM 962166104 19 593 SH   DFND 2 0 593 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 53,561 380,025 SH   DFND 01 02 0 380,025 0
WINGSTOP INC COM 974155103 38,231 560,000 SH   DFND 2 0 560,000 0
WIX COM LTD SHS M98068105 244,286 2,040,817 SH   DFND BC 01 02 0 1,988,064 52,753
WORLDPAY INC CL A 981558109 90,565 894,290 SH   DFND 01 02 0 894,290 0
WPX ENERGY INC COM 98212B103 1,972 98,000 SH   DFND 2 0 98,000 0
WYNDHAM DESTINATIONS INC COM 98310W108 6,728 155,163 SH   DFND 01 02 0 155,163 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 10,138 182,433 SH   DFND 01 02 0 182,433 0
YANDEX N V SHS CLASS A N97284108 66,832 2,031,973 SH   DFND 01 02 0 1,904,632 127,341
YEXT INC COM 98585N106 43,676 1,842,863 SH   DFND 2 0 1,842,863 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 73,431 4,752,834 SH   DFND 01 02 0 4,458,645 294,189
ZAI LAB LTD ADR 98887Q104 37,020 1,900,431 SH   DFND 01 02 BA 0 1,785,803 114,628
ZILLOW GROUP INC CL A 98954M101 88,824 2,009,600 SH   DFND 01 02 0 2,009,600 0
ZILLOW GROUP INC CL C CAP STK 98954M200 27,334 617,717 SH   DFND BC 01 02 0 617,717 0
ZSCALER INC COM 98980G102 1,529 37,500 SH   DFND 2 0 37,500 0
DOMINOS PIZZA INC COM 25754A201 5,003 130,108 SH   DFND 2 0 130,108 0