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 203,579 2,873,379 SH   DFND 01 02 0 2,719,554 153,825
ABBOTT LABS COM 002824100 463 5,796 SH   DFND BA 0 5,796 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 5,465 260,000 SH   DFND 2 0 260,000 0
ACCELERON PHARMA INC COM 00434H108 5,620 120,677 SH   DFND 01 02 BA 0 120,677 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 137 781 SH   DFND 2 0 781 0
ACTIVISION BLIZZARD INC COM 00507V109 4,077 89,541 SH   DFND 01 02 0 89,541 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 699 162,669 SH   DFND 2 0 162,669 0
ADOBE SYS INC COM 00724F101 8,491 31,864 SH   DFND 01 02 0 31,864 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,611 54,963 SH   DFND 02 BA 0 54,963 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,926 36,399 SH   DFND 2 0 36,399 0
AIR LEASE CORP CL A 00912X302 63,888 1,859,912 SH   DFND 01 02 0 1,811,362 48,550
ALBANY INTL CORP CL A 012348108 5,804 81,071 SH   DFND 2 0 72,680 8,391
ALEXANDER & BALDWIN COM 014491104 5,088 200,000 SH   DFND 2 0 200,000 0
ALEXANDERS INC COM 014752109 65,149 173,190 SH   DFND 01 02 5,000 155,263 11,190
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 148,474 1,041,481 SH   DFND 01 02 BA 0 959,481 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 271,447 1,487,791 SH   DFND BC 01 02 0 1,395,235 92,556
ALIGN TECHNOLOGY INC COM 016255101 98,806 347,505 SH   DFND 01 02 BA 0 330,041 12,600
ALPHABET INC CL A 02079K305 3,715 3,157 SH   DFND 01 02 0 3,157 0
ALPHABET INC CL C 02079K107 44,350 37,799 SH   DFND 01 02 0 37,799 0
ALTAIR ENGR INC COM CL A 021369103 72,691 1,974,757 SH   DFND 01 02 0 1,883,757 91,000
AMAZON COM INC COM 023135106 80,972 45,471 SH   DFND BC 01 02 0 45,471 0
AMERICAN ASSETS TRUST INC COM 024013104 27,149 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 16,387 721,264 SH   DFND 01 02 0 621,264 100,000
AMERICAN TOWER CORP COM 03027X100 19,278 97,828 SH   DFND 01 02 0 97,828 0
AMERICOLD RLTY TR COM 03064D108 105,020 3,442,138 SH   DFND 01 02 0 3,442,138 0
ANAPLAN INC COM 03272L108 4,313 109,571 SH   DFND 2 0 109,571 0
ANAPTYSBIO INC COM 032724106 226 3,087 SH   DFND 01 BA 0 3,087 0
ANGI HOMESERVICES INC COM 00183L102 20,430 1,323,207 SH   DFND BC 01 02 0 1,260,356 0
ANSYS INC COM 03662Q105 475,039 2,599,964 SH   DFND 01 02 0 2,391,258 176,700
APPLE INC COM 037833100 213 1,122 SH   DFND 01 02 0 1,122 0
ARCH CAP GROUP LTD ORD G0450A105 732,131 22,652,558 SH   DFND 01 02 0 21,662,842 850,100
ARCO PLATFORM LTD COM CL A G04553106 10,907 337,789 SH   DFND 2 0 337,789 0
ARGENX SE SPONSORED ADR 04016X101 25,254 202,293 SH   DFND BC 02 BA 0 202,293 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3,074 167,494 SH   DFND 02 BA 0 167,494 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 96 3,819 SH   DFND 1 0 3,819 0
ASML HOLDING N V NY REG SHS N07059210 8,078 42,958 SH   DFND 01 02 0 42,958 0
ASPEN TECHNOLOGY INC COM 045327103 123,836 1,187,766 SH   DFND 01 02 0 1,170,086 0
ASTRAZENECA PLC SPONSORED ADR 046353108 5,345 132,197 SH   DFND 02 BA 0 132,197 0
AVALONBAY CMNTYS INC COM 053484101 91 454 SH   DFND 2 0 454 0
AXOGEN INC COM 05463X106 5,294 251,386 SH   DFND 02 BA 0 251,386 0
BANCO MACRO SA SPON ADR B 05961W105 13,159 287,555 SH   DFND 01 02 0 266,816 20,739
BAOZUN INC SPONSORED ADR 06684L103 77 1,864 SH   DFND BC 0 1,864 0
BENEFITFOCUS INC COM 08180D106 203,690 4,113,281 SH   DFND 01 02 0 3,829,581 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 301 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 43,096 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 311,377 1,568,254 SH   DFND 01 02 BA 0 1,450,503 94,500
BJS RESTAURANTS INC COM 09180C106 26,004 550,000 SH   DFND 2 0 550,000 0
BLACKBERRY LTD COM 09228F103 2,197 217,714 SH   DFND 2 0 217,714 0
BLACKROCK INC COM 09247X101 132 310 SH   DFND 2 0 310 0
BLOOM ENERGY CORP COM CL A 093712107 44,605 3,452,381 SH   DFND 01 02 0 3,452,381 0
BOOKING HLDGS INC COM 09857L108 55,022 31,533 SH   DFND 01 02 0 30,074 0
BOSTON PROPERTIES INC COM 101121101 46 345 SH   DFND 2 0 345 0
BOSTON SCIENTIFIC CORP COM 101137107 126 3,293 SH   DFND BA 0 3,293 0
BOYD GAMING CORP COM 103304101 58,273 2,129,849 SH   DFND 01 02 0 2,129,849 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 383,965 3,020,727 SH   DFND 01 02 0 2,795,627 225,100
BRIGHTVIEW HLDGS INC COM 10948C107 13,338 926,284 SH   DFND 01 02 0 871,513 54,771
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 24,053 515,613 SH   DFND 01 02 0 515,613 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 56 1,340 SH   DFND 2 0 1,340 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 18 892 SH   DFND 2 0 892 0
BWX TECHNOLOGIES INC COM 05605H100 32,473 654,965 SH   DFND 01 02 0 624,710 0
CAESARS ENTMT CORP COM 127686103 6,485 746,246 SH   DFND 01 02 0 746,246 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,013 360,400 SH   DFND 2 0 360,400 0
CANTEL MEDICAL CORP COM 138098108 46,561 696,080 SH   DFND 2 0 696,080 0
CAREDX INC COM 14167L103 11,363 360,492 SH   DFND 02 BA 0 360,492 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 59,353 3,246,881 SH   DFND 01 02 0 2,976,881 270,000
CARMAX INC COM 143130102 5,007 71,733 SH   DFND 1 0 71,733 0
CBOE HLDGS INC COM 12503M108 19,088 200,000 SH   DFND 2 0 200,000 0
CBRE GROUP INC CL A 12504L109 112,519 2,275,419 SH   DFND 01 02 0 2,210,239 0
CDW CORP COM 12514G108 43,725 453,724 SH   DFND 01 02 0 433,489 0
CERIDIAN HCM HLDG INC COM 15677J108 121,436 2,367,169 SH   DFND 01 02 0 2,298,336 0
CERUS CORP COM 157085101 10,214 1,639,409 SH   DFND 2 0 1,639,409 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 98 283 SH   DFND 2 0 283 0
CHEESECAKE FACTORY INC COM 163072101 39,136 800,000 SH   DFND 2 0 800,000 0
CHOICE HOTELS INTL INC COM 169905106 380,284 4,891,745 SH   DFND 01 02 20,000 4,297,271 544,900
CHURCH & DWIGHT INC COM 171340102 48,667 683,232 SH   DFND 01 02 0 628,957 54,275
CHURCHILL CAP CORP COM CL A 17142R103 47,040 3,500,000 SH   DFND 2 0 3,500,000 0
CISION LTD SHS G1992S109 99,464 7,223,267 SH   DFND 01 02 0 7,158,146 65,121
CME GROUP INC COM 12572Q105 9,855 59,878 SH   DFND 01 02 0 59,878 0
COGNEX CORP COM 192422103 89,005 1,750,000 SH   DFND 2 0 1,750,000 0
COHEN & STEERS INC COM 19247A100 112,808 2,668,751 SH   DFND 01 02 0 2,351,551 317,200
COHERENT INC COM 192479103 8,546 60,300 SH   DFND 2 0 60,300 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 3,037 27,374 SH   DFND 01 02 0 27,374 0
CONSTELLATION BRANDS INC COM 21036P108 127 725 SH   DFND 2 0 725 0
COOPER COS INC COM NEW 216648402 69,758 235,532 SH   DFND 01 02 BA 0 226,387 0
COPA HOLDINGS SA CL A P31076105 33,019 409,616 SH   DFND 01 02 0 381,047 28,569
COSTAR GROUP INC COM 22160N109 1,142,047 2,448,537 SH   DFND 01 02 0 2,294,064 142,896
COSTCO WHSL CORP NEW COM 22160K105 65 268 SH   DFND 2 0 268 0
COUPA SOFTWARE INC COM 22266L106 446 4,900 SH   DFND 2 0 4,900 0
COVETRUS INC COM 22304C100 5,724 179,715 SH   DFND 02 BA 0 179,715 0
CROWN CASTLE INTL CORP NEW COM 22822V101 61 480 SH   DFND 2 0 480 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,699 199,118 SH   DFND 01 02 0 199,118 0
CUBIC CORP COM 229669106 6,186 110,000 SH   DFND 2 0 110,000 0
D R HORTON INC COM 23331A109 1,612 38,960 SH   DFND 01 02 0 38,960 0
DANAHER CORP DEL COM 235851102 187 1,415 SH   DFND 2 0 1,415 0
DENALI THERAPEUTICS INC COM 24823R105 22,864 984,662 SH   DFND 01 02 0 903,662 81,000
DEXCOM INC COM 252131107 49,295 413,897 SH   DFND 01 02 BA 0 408,549 0
DICKS SPORTING GOODS INC COM 253393102 13,545 367,960 SH   DFND 2 0 331,500 36,460
DOMINOS PIZZA INC COM 25754A201 1,514 49,108 SH   DFND 2 0 49,108 0
DOUGLAS EMMETT INC COM 25960P109 246,355 6,094,868 SH   DFND 01 02 0 5,624,868 470,000
DR REDDYS LABS LTD ADR 256135203 1,879 46,385 SH   DFND 01 02 0 16,693 29,692
DUKE REALTY CORP COM 264411505 87 2,844 SH   DFND 2 0 2,844 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,431 33,612 SH   DFND 01 02 BA 0 33,612 0
ELANCO ANIMAL HEALTH INC COM 28414H103 303 9,446 SH   DFND 01 02 0 8,862 0
ELASTIC N V COM N14506104 146 1,831 SH   DFND 2 0 1,831 0
ELECTRONIC ARTS INC COM 285512109 11,924 117,324 SH   DFND 01 02 0 117,324 0
ELLIE MAE INC COM 28849P100 741 7,513 SH   DFND 1 0 7,513 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 5,456 108,000 SH   DFND 2 0 108,000 0
ENCANA CORP COM 292505104 3,382 467,153 SH   DFND 2 0 467,153 0
ENDAVA PLC ADS 29260V105 10,616 386,048 SH   DFND 2 0 386,048 0
ENVESTNET INC COM 29404K106 6,435 98,410 SH   DFND 01 02 0 98,410 0
EPAM SYS INC COM 29414B104 13,622 80,544 SH   DFND 01 02 0 80,544 0
EQUINIX INC COM 29444U700 121,534 268,192 SH   DFND 01 02 0 260,993 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,427 73,725 SH   DFND 01 02 0 73,725 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 90 1,200 SH   DFND 2 0 1,200 0
ESCO TECHNOLOGIES INC COM 296315104 5,805 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 7,368 183,500 SH   DFND 2 0 183,500 0
ESSENT GROUP LTD COM G3198U102 34,129 785,478 SH   DFND 01 02 0 719,978 65,500
ESSEX PPTY TR INC COM 297178105 78 268 SH   DFND 2 0 268 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 4,443 580,000 SH   DFND 2 0 580,000 0
EXPEDIA INC DEL COM 30212P303 45,390 381,428 SH   DFND 01 02 0 364,598 0
FACEBOOK INC. CL A 30303M102 15,522 93,116 SH   DFND 01 02 0 93,116 0
FACTSET RESH SYS INC COM 303075105 723,781 2,915,297 SH   DFND 01 02 0 2,751,302 140,550
FASTENAL CO COM 311900104 68,234 1,061,012 SH   DFND 01 02 0 1,046,420 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 57,174 569,120 SH   DFND 01 02 0 541,589 0
FLEETCOR TECHNOLOGIES INC COM 339041105 58,695 238,025 SH   DFND 01 02 0 226,643 0
FLEXION THERAPEUTICS INC COM 33938J106 8,424 675,000 SH   DFND 2 0 675,000 0
FLOOR & DECOR HLDGS INC CL A 339750101 93,950 2,279,232 SH   DFND 01 02 0 2,279,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 59,207 641,598 SH   DFND 01 02 0 595,392 46,206
FORESCOUT TECHNOLOGIES INC COM 34553D101 8,801 210,000 SH   DFND 2 0 210,000 0
FUTU HLDGS LTD SPONSORED ADS 36118L106 6,211 335,362 SH   DFND BC 02 0 335,362 0
GAMING & LEISURE PPTYS INC COM 36467J108 398,841 10,340,706 SH   DFND 01 02 0 9,641,056 699,650
GARTNER INC COM 366651107 1,024,263 6,752,787 SH   DFND BC 01 02 0 6,373,717 289,375
GCI LIBERTY INC CL A 36164V305 7,624 137,104 SH   DFND 01 02 0 137,104 0
GDS HLDGS LTD SPONSORED ADR 36165L108 75,219 2,107,559 SH   DFND 01 02 0 2,022,502 85,057
GLOBANT S A COM L44385109 2,476 34,680 SH   DFND 2 0 34,680 0
GOLAR LNG LTD BERMUDA SHS G9456A100 3,554 168,500 SH   DFND 2 0 168,500 0
GOLDMAN SACHS GROUP INC COM 38141G104 154 800 SH   DFND   800 0 0
GTT COMMUNICATIONS INC COM 362393100 86,750 2,500,000 SH   DFND 2 0 2,500,000 0
GUARDANT HEALTH INC COM 40131M109 33,644 438,643 SH   DFND 02 BA 0 438,643 0
GUIDEWIRE SOFTWARE INC COM 40171V100 648,983 6,679,533 SH   DFND 01 02 0 6,361,890 244,000
HCA HEALTHCARE INC COM 40412C101 259 1,985 SH   DFND BA 0 1,985 0
HCP INC COM 40414l109 35 1,114 SH   DFND 2 0 1,114 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,259 28,118 SH   DFND BC 01 02 0 28,118 0
HEALTHEQUITY INC COM 42226A107 70,609 954,436 SH   DFND 01 02 BA 0 954,436 0
HEICO CORP NEW CL A 422806208 20,058 238,613 SH   DFND 01 02 0 238,613 0
HEICO CORP NEW COM 422806109 11,953 125,993 SH   DFND 01 02 0 125,993 0
HILTON GRAND VACATIONS INC COM 43283X105 27,289 884,566 SH   DFND 01 02 0 884,566 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 4,081 49,098 SH   DFND 01 02 0 49,098 0
HOME DEPOT INC COM 437076102 13,265 69,128 SH   DFND 01 02 2,000 67,128 0
HOST HOTELS & RESORTS INC COM 44107P104 50 2,641 SH   DFND 2 0 2,641 0
HOULIHAN LOKEY INC CL A 441593100 60,615 1,322,019 SH   DFND 01 02 0 1,268,069 53,950
HUDSON LTD COM CL A G46408103 41,250 3,000,000 SH   DFND 2 0 3,000,000 0
HUDSON PAC PPTYS INC COM 444097109 13,836 401,963 SH   DFND 01 02 0 401,963 0
HUMANA INC COM 444859102 128 483 SH   DFND BA 0 483 0
HYATT HOTELS CORP COM CL A 448579102 330,869 4,559,306 SH   DFND 01 02 0 4,197,342 333,168
IAC INTERACTIVECORP COM 44919P508 53,066 252,562 SH   DFND BC 01 02 0 243,178 0
ICHOR HOLDINGS SHS G4740B105 8,129 360,000 SH   DFND 2 0 360,000 0
ICON PLC SHS G4705A100 103,129 755,078 SH   DFND 01 02 BA 0 755,078 0
IDEX CORP COM 45167R104 78,062 514,449 SH   DFND 01 02 0 489,447 0
IDEXX LABS INC COM 45168D104 898,185 4,016,927 SH   DFND 01 02 BA 0 3,764,969 194,950
IHS MARKIT LTD SHS G47567105 135 2,487 SH   DFND 2 0 2,487 0
ILLINOIS TOOL WKS INC COM 452308109 49 344 SH   DFND 2 0 344 0
ILLUMINA INC COM 452327109 135,885 437,366 SH   DFND 01 02 BA 0 419,758 0
INFLARX NV COM N44821101 5,177 136,998 SH   DFND BC 02 BA 0 136,998 0
INGEVITY CORP COM 45688C107 36,963 350,000 SH   DFND 2 0 350,000 0
INSPIRE MED SYS INC COM 457730109 5,882 103,598 SH   DFND 02 BA 0 103,598 0
INSTALLED BLDG PRODS INC COM 45780R101 72,750 1,500,000 SH   DFND 2 0 1,500,000 0
INSULET CORP COM 45784P101 286 3,012 SH   DFND BA 0 3,012 0
INTERSECT ENT INC COM 46071F103 12,741 396,288 SH   DFND 02 BA 0 396,288 0
INTERXION HOLDING N.V SHS N47279109 35,648 534,209 SH   DFND 01 02 0 534,209 0
INTRICON CORP COM 46121H109 4,575 182,424 SH   DFND 2 0 182,424 0
INTUITIVE SURGICAL INC COM 46120E602 20,430 35,806 SH   DFND 01 02 BA 0 35,806 0
INVITATION HOMES INC COM 46187W107 7,457 306,488 SH   DFND 01 02 0 306,488 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 246,430 9,320,349 SH   DFND 01 02 0 8,417,849 902,500
ITAU UNIBANCO HLDG SA COM 465562106 44,279 5,025,943 SH   DFND 01 02 0 4,672,436 353,507
JBG SMITH PPTYS COM 46590V100 8,872 214,568 SH   DFND 01 02 0 214,568 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 75,653 823,300 SH   DFND 01 02 0 823,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 65 3,044 SH   DFND 2 0 3,044 0
KILROY RLTY CORP COM 49427F108 126 1,660 SH   DFND 2 0 1,660 0
KINSALE CAP GROUP INC COM 49714P108 105,581 1,539,749 SH   DFND BC 01 02 0 1,416,508 123,241
KORNIT DIGITAL LTD SHS M6372Q113 6,973 293,000 SH   DFND 2 0 293,000 0
LAUDER ESTEE COS INC CL A 518439104 72 434 SH   DFND 2 0 434 0
LENDINGTREE INC COM 52603B107 45,114 128,325 SH   DFND 01 02 0 116,150 12,175
LENNAR CORP COM 526057104 8,448 172,089 SH   DFND 01 02 0 172,089 0
LIBERTY BROADBAND CORP COM SER A 530307107 9,164 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 68,596 747,727 SH   DFND 01 02 0 725,660 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,297 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 26,287 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 42,064 1,100,000 SH   DFND 2 0 1,100,000 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 249 1,977 SH   DFND BA 0 1,977 0
LIMONEIRA CO COM 532746104 7,647 325,000 SH   DFND 2 0 325,000 0
LITTELFUSE INC COM 537008104 63,745 349,324 SH   DFND 01 02 0 334,324 15,000
LIVERAMP HLDGS INC COM 53815P108 67,058 1,228,840 SH   DFND 01 02 0 1,228,840 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 20,789 1,898,507 SH   DFND 01 02 0 1,761,578 136,929
LOWES COS INC COM 548661107 19,250 175,845 SH   DFND 01 02 0 175,845 0
LUXFER HOLDINGS PLC SHS G5698W116 5,995 240,000 SH   DFND 2 0 240,000 0
LYFT INC CL A COM 55087P104 1,566 20,000 SH   DFND 01 02 0 20,000 0
MADISON SQUARE GARDEN CO CL A 55825T103 65,954 225,000 SH   DFND 2 0 225,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 256,558 13,348,483 SH   DFND 01 02 0 12,335,483 1,013,000
MANHATTAN ASSOCS INC COM 562750109 2,926 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 77,082 313,241 SH   DFND 01 02 0 299,038 0
MARRIOTT INTL INC CL A 571903202 4,325 34,573 SH   DFND 01 02 0 34,573 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 301,609 3,225,765 SH   DFND 01 02 0 3,011,665 214,100
MASCO CORP COM 574599106 7,397 188,166 SH   DFND 01 02 0 188,166 0
MASTERCARD INC CL A 57636Q104 28,166 119,626 SH   DFND 01 02 0 119,626 0
MAXIMUS INC COM 577933104 52,668 742,005 SH   DFND 01 02 0 725,053 0
MEDICAL PPTYS TRUST INC COM 58463J304 21 1,158 SH   DFND 2 0 1,158 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 19,105 161,414 SH   DFND 01 02 0 161,414 0
MERCADOLIBRE INC COM 58733R102 46,998 92,564 SH   DFND 01 02 0 86,757 5,807
MERCURY SYS INC COM 589378108 81,740 1,275,600 SH   DFND 2 0 1,275,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 390,679 540,358 SH   DFND 01 02 BA 0 511,088 15,650
MGM GROWTH PPTYS LLC CL A COM 55303A105 31,330 971,487 SH   DFND 01 02 0 971,487 0
MGM RESORTS INTERNATIONAL COM 552953101 28,535 1,112,050 SH   DFND 01 02 0 1,112,050 0
MICROSOFT CORP COM 594918104 27,151 230,208 SH   DFND 01 02 0 230,208 0
MIDDLEBY CORP COM 596278101 1,118 8,600 SH   DFND 2 0 8,600 0
MOELIS & CO CL A 60786M105 78,843 1,894,814 SH   DFND 01 02 0 1,814,814 80,000
MOMO INC AD 60879B107 52,358 1,369,203 SH   DFND 01 02 0 1,272,536 96,667
MOODYS CORP COM 615369105 185 1,020 SH   DFND 2 0 1,020 0
MORNINGSTAR INC COM 617700109 183,603 1,457,280 SH   DFND 01 02 0 1,320,780 136,500
MSCI INC CL A 55354G100 448,014 2,253,138 SH   DFND 01 02 0 2,072,138 181,000
MYOVANT SCIENCES LTD COM G637AM102 4,010 168,000 SH   DFND 2 0 168,000 0
MYRIAD GENETICS INC COM 62855J104 16,918 509,564 SH   DFND 2 0 509,564 0
NEOGEN CORP COM 640491106 56,726 988,435 SH   DFND 01 02 BA 0 925,758 62,677
NETFLIX INC COM 64110L106 6,929 19,432 SH   DFND 01 02 0 19,432 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,767 31,403 SH   DFND 02 BA 0 31,403 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 31,127 345,515 SH   DFND 01 02 0 320,507 25,008
NOKIA CORP SPONSORED ADR 654902204 61,221 10,702,952 SH   DFND 01 02 0 9,978,016 724,936
NORDSON CORP COM 655663102 19,878 150,000 SH   DFND 2 0 150,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 63,915 1,162,943 SH   DFND 01 02 0 1,162,943 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 5,791 230,000 SH   DFND 2 0 230,000 0
NOVANTA INC COM 67000B104 5,931 70,000 SH   DFND 2 0 70,000 0
NVIDIA CORP COM 67066G104 17,044 94,922 SH   DFND 01 02 0 94,922 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 92,689 1,866,844 SH   DFND 01 02 0 1,743,944 122,900
OKTA INC CL A 679295105 1,534 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 70,480 825,964 SH   DFND 01 02 0 785,964 40,000
ON ASSIGNMENT INC COM 00191U102 114,923 1,810,100 SH   DFND 01 02 0 1,810,100 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 13,660 1,000,000 SH   DFND 2 0 1,000,000 0
OPERA LTD SPONSORED ADS 68373M107 4,354 662,777 SH   DFND 2 0 662,777 0
ORION ENGINEERED CARBONS S A COM L72967109 18,990 1,000,000 SH   DFND 2 0 1,000,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 114,250 3,827,469 SH   DFND 01 02 0 3,590,227 237,242
PAR TECHNOLOGY CORP COM 698884103 6,556 268,011 SH   DFND BC 02 0 268,011 0
PARK HOTELS RESORTS INC COM 700517105 5,334 171,624 SH   DFND 01 02 0 171,624 0
PARTY CITY HOLDCO INC COM 702149105 17,308 2,179,869 SH   DFND 2 0 2,179,869 0
PAYPAL HLDGS INC COM 70450Y103 3,198 30,800 SH   DFND 2 0 30,800 0
PEBBLEBROOK HOTEL TR COM 70509V100 30 954 SH   DFND 2 0 954 0
PEGASYSTEMS INC COM 705573103 77,592 1,193,727 SH   DFND 01 02 0 1,193,727 0
PENN NATL GAMING INC COM 707569109 167,174 8,317,095 SH   DFND 01 02 0 7,618,354 698,741
PERFORMANCE FOOD GROUP CO COM 71377A103 59,933 1,511,944 SH   DFND 01 02 0 1,395,044 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 124,735 7,835,090 SH   DFND 01 02 0 7,281,788 553,302
PINDUODUO INC SPONSORED ADS 722304102 1,475 59,482 SH   DFND 2 0 59,482 0
PLANET FITNESS INC CL A 72703H101 54,976 800,000 SH   DFND 2 0 800,000 0
POTBELLY CORP COM 73754Y100 5,106 600,000 SH   DFND 2 0 600,000 0
PRA HEALTH SCIENCES INC COM 69354M108 105,257 954,364 SH   DFND 01 02 0 954,364 0
PRICE T ROWE GROUP INC COM 74144T108 34,670 346,282 SH   DFND 01 02 4,000 325,973 0
PRIMERICA INC COM 74164M108 303,531 2,484,906 SH   DFND 01 02 0 2,261,606 223,300
PROCTER & GAMBLE CO COM 742718109 187 1,796 SH   DFND   1,796 0 0
PROLOGIS INC COM 74340W103 15,779 219,300 SH   DFND 01 02 0 219,300 0
PROOFPOINT INC COM 743424103 3,800 31,296 SH   DFND 01 02 0 31,296 0
QAD INC CL A 74727D306 3,230 75,000 SH   DFND 2 0 75,000 0
QAD INC CL B 74727D207 620 20,000 SH   DFND 2 0 20,000 0
QTS RLTY TR INC COM CL A 74736A103 8,181 181,831 SH   DFND 01 02 0 181,831 0
QUALCOMM INC COM 747525103 228 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 35,578 430,000 SH   DFND 2 0 430,000 0
RA MED SYS INC COM 74933X104 1,732 509,431 SH   DFND 2 0 509,431 0
RAVEN INDS INC COM 754212108 27,055 705,100 SH   DFND 2 0 705,100 0
RBC BEARINGS INC COM 75524B104 31,792 250,000 SH   DFND 2 0 250,000 0
RED HAT INC COM 756577102 7,639 41,811 SH   DFND 01 02 0 41,811 0
RED LION HOTELS CORP COM 756764106 808 100,000 SH   DFND 2 0 100,000 0
RED ROCK RESORTS INC CL A 75700L108 236,574 9,151,795 SH   DFND 01 02 0 8,896,795 255,000
REVANCE THERAPEUTICS INC COM 761330109 8,025 509,200 SH   DFND 2 0 509,200 0
REXFORD INDL RLTY INC COM 76169C100 10,470 292,368 SH   DFND 2 0 292,368 0
RINGCENTRAL INC CL A 76680R206 10,275 95,315 SH   DFND 01 02 0 95,315 0
ROBERT HALF INTL INC COM 770323103 6,797 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 49,834 1,197,356 SH   DFND 01 02 0 1,139,716 0
ROPER INDUSTRIES INC NEW COM 776696106 99,864 292,026 SH   DFND 01 02 0 278,115 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24,495 213,708 SH   DFND 01 02 0 213,708 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 3,149 42,025 SH   DFND 2 0 42,025 0
S&P GLOBAL INC COM 78409V104 6,504 30,891 SH   DFND 01 02 0 30,891 0
SAGE THERAPEUTICS INC COM 78667J108 68,482 430,570 SH   DFND BC 01 02 BA 0 418,812 0
SALESFORCE.COM INC COM 79466L302 4,956 31,296 SH   DFND 01 02 0 31,296 0
SAREPTA THERAPEUTICS INC COM 803607100 78 656 SH   DFND BA 0 656 0
SASOL LTD SPONSORED ADR 803866300 25,390 820,630 SH   DFND 01 02 0 761,748 58,882
SBA COMMUNICATIONS CORP COM 78410G104 230,315 1,153,537 SH   DFND 01 02 0 1,126,687 0
SCHWAB CHARLES CORP NEW COM 808513105 280,972 6,570,903 SH   DFND 01 02 187,250 6,046,114 213,600
SERVICENOW INC COM 81762P102 6,545 26,551 SH   DFND 01 02 0 26,551 0
SHERWIN WILLIAMS CO COM 824348106 5,808 13,485 SH   DFND 01 02 0 13,485 0
SIENTRA INC COM 82621J105 12,135 1,414,300 SH   DFND 2 0 1,414,300 0
SIMON PPTY GROUP INC NEW COM 828806109 65 355 SH   DFND 2 0 355 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 122,023 2,135,144 SH   DFND 01 02 0 2,135,144 0
SL GREEN RLTY CORP COM 78440X101 9,024 100,351 SH   DFND 2 0 100,351 0
SMITH A O COM 831865209 34,142 640,319 SH   DFND 01 02 0 609,772 0
SMUCKER J M CO COM 832696405 29 251 SH   DFND   251 0 0
SONY CORP ADR 835699307 1,952 46,223 SH   DFND 2 0 46,223 0
SPLUNK INC COM 848637104 14,748 118,366 SH   DFND 01 02 0 118,366 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 37,095 267,252 SH   DFND 01 02 0 267,252 0
SPROUTS FMRS MKT INC COM 85208M102 646 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 400,382 6,286,419 SH   DFND 01 02 0 5,764,146 467,600
STARS GROUP INC COM 85570w100 2,995 171,070 SH   DFND 2 0 171,070 0
STONECO LTD COM CL A G85158106 42,479 1,033,291 SH   DFND BC 01 02 0 961,173 72,118
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 2,374 150,000 SH   DFND 2 0 150,000 0
SUMMIT MATLS INC CL A 86614U100 31,740 2,000,000 SH   DFND 2 0 2,000,000 0
SUN CMNTYS INC COM 866674104 91 765 SH   DFND 2 0 765 0
SUN HYDRAULICS CORP COM 866942105 40,929 880,000 SH   DFND 2 0 880,000 0
SUNCOR ENERGY INC NEW COM 867224107 1,275 39,304 SH   DFND 2 0 39,304 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 106,351 2,596,451 SH   DFND 01 02 0 2,409,008 187,443
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,589 101,608 SH   DFND 01 02 0 101,608 0
TAL ED GROUP ADS REPSTG COM 874080104 2,748 76,175 SH   DFND BC 02 0 76,175 0
TE CONNECTIVITY LTD REG SHS H84989104 120 1,489 SH   DFND 2 0 1,489 0
TELADOC INC COM 87918A105 79,842 1,436,000 SH   DFND 2 0 1,436,000 0
TELEFLEX INC COM 879369106 67,475 223,310 SH   DFND 01 02 BA 0 212,590 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 26,152 1,444,860 SH   DFND 01 02 0 1,340,227 104,633
TESLA MOTORS INC COM 88160R101 460,428 1,645,209 SH   DFND BC 01 02 225,000 1,347,559 72,650
TEXAS INSTRS INC COM 882508104 60 566 SH   DFND 2 0 566 0
THE TRADE DESK INC COM CL A 88339J105 146,760 741,400 SH   DFND BC 01 02 0 738,302 0
THERAPEUTICSMD INC COM 88338N107 11,444 2,350,000 SH   DFND 2 0 2,350,000 0
TIFFANY & CO NEW COM 886547108 47,518 450,197 SH   DFND 01 02 3,000 428,003 0
TORO CO COM 891092108 46,563 676,389 SH   DFND 01 02 0 644,286 0
TPI COMPOSITES INC COM 87266J104 11,505 402,000 SH   DFND 2 0 402,000 0
TRANSDIGM GROUP INC COM 893641100 124,847 275,000 SH   DFND 2 0 275,000 0
TRANSUNION COM 89400J107 103,904 1,554,516 SH   DFND 01 02 0 1,478,140 0
TREX CO INC COM 89531P105 121,396 1,973,273 SH   DFND 01 02 0 1,869,073 104,200
TWITTER INC COM 90184L102 52 1,592 SH   DFND BC 0 1,592 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 111,847 338,797 SH   DFND 01 02 0 334,922 0
UNDER ARMOUR INC CL A 904311107 25,626 1,212,181 SH   DFND 01 02 0 1,151,681 60,500
UNDER ARMOUR INC CL C 904311206 528 28,000 SH   DFND 2 0 28,000 0
UNITEDHEALTH GROUP INC COM 91324P102 788 3,187 SH   DFND 02 BA 0 3,187 0
UNIVAR INC COM 91336L107 38,226 1,725,000 SH   DFND 2 0 1,725,000 0
UPWORK INC COM 91688F104 526 27,470 SH   DFND 2 0 27,470 0
VAIL RESORTS INC COM 91879Q109 1,056,846 4,863,534 SH   DFND 01 02 0 4,311,800 514,475
VEEVA SYS INC CL A COM 922475108 89,346 704,292 SH   DFND 01 02 BA 0 678,220 0
VERISIGN INC COM 92343E102 140,968 776,426 SH   DFND 01 02 0 739,264 0
VERISK ANALYTICS INC CL A 92345Y106 212,843 1,600,320 SH   DFND 01 02 0 1,529,344 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,653 79,659 SH   DFND 01 02 BA 0 79,659 0
VIEWRAY INC COM 92672L107 11,719 1,585,809 SH   DFND 02 BA 0 1,585,809 0
VISA INC COM CL A 92826C839 23,829 152,562 SH   DFND 01 02 0 152,562 0
VMWARE INC CL A COM 928563402 86 478 SH   DFND BC 0 478 0
VORNADO RLTY TR SH BEN INT 929042109 23 336 SH   DFND 2 0 336 0
VULCAN MATLS CO COM 929160109 10,844 91,588 SH   DFND 01 02 0 91,588 0
WASTE CONNECTIONS INC COM 94106B101 121,811 1,375,000 SH   DFND 2 0 1,375,000 0
WATERS CORP COM 941848103 29,134 115,746 SH   DFND 01 02 0 110,201 0
WELLTOWER INC COM 95040Q104 22 286 SH   DFND 2 0 286 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 176,068 1,597,709 SH   DFND 01 02 BA 0 1,489,482 73,350
WEX INC COM 96208T104 86,395 450,000 SH   DFND 2 0 450,000 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 75,487 429,758 SH   DFND 01 02 0 408,939 0
WINGSTOP INC COM 974155103 17,107 225,000 SH   DFND 2 0 225,000 0
WIX COM LTD SHS M98068105 241,706 2,000,380 SH   DFND 01 02 0 1,922,541 52,753
WORLDPAY INC CL A 981558109 121,361 1,069,261 SH   DFND BC 01 02 0 1,023,695 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,296 32,000 SH   DFND 1 0 32,000 0
YANDEX N V SHS CLASS A N97284108 38,270 1,114,453 SH   DFND 01 02 0 1,033,901 80,552
YEXT INC COM 98585N106 55,406 2,534,604 SH   DFND BC 01 02 0 2,534,604 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 56,623 4,041,595 SH   DFND 01 02 0 3,758,840 282,755
YY INC ADS REPCOM CLA 98426T106 45,518 541,811 SH   DFND 01 02 0 504,129 37,682
ZAI LAB LTD ADR 98887Q104 58,964 1,998,092 SH   DFND 01 02 BA 0 1,861,517 136,575
ZILLOW GROUP INC CL A 98954M101 80,958 2,367,182 SH   DFND BC 01 02 0 2,367,182 0
ZILLOW GROUP INC CL C CAP STK 98954M200 32,141 925,200 SH   DFND 01 02 0 882,879 0
ZSCALER INC COM 98980G102 887 12,506 SH   DFND 2 0 12,506 0