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 7,590 150,600 SH   DFND BC 01 02 BA 0 145,211 0
ABBOTT LABS COM 002824100 585 6,996 SH   DFND BA 0 6,996 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 4,828 260,000 SH   DFND 2 0 260,000 0
ACCELERON PHARMA INC COM 00434H108 11,570 292,834 SH   DFND 01 02 BA 0 292,834 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 270 1,402 SH   DFND 2 0 1,402 0
ACTIVISION BLIZZARD INC COM 00507V109 12,697 239,926 SH   DFND 01 02 0 239,926 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 26,558 859,468 SH   DFND 02 BA 0 809,304 50,164
ADOBE SYS INC COM 00724F101 8,655 31,331 SH   DFND 01 02 0 31,331 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 26,623 825,000 SH   DFND 2 0 825,000 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,714 141,194 SH   DFND 2 0 141,194 0
AFYA LTD COM G01125106 12,435 485,000 SH   DFND 2 0 485,000 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,575 46,653 SH   DFND 2 0 46,653 0
AIR LEASE CORP CL A 00912X302 76,453 1,828,156 SH   DFND 01 02 0 1,779,606 48,550
ALBANY INTL CORP CL A 012348108 10,050 111,471 SH   DFND 2 0 100,380 11,091
ALCON INC ORD SHS H01301128 296 5,079 SH   DFND BA 0 5,079 0
Alector Inc COM 014442107 7,075 490,633 SH   DFND 01 02 BA 0 440,133 50,500
ALEXANDERS INC COM 014752109 55,623 159,647 SH   DFND 01 02 5,000 143,085 9,825
ALEXANDER & BALDWIN COM 014491104 5,882 240,000 SH   DFND 2 0 240,000 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 184,892 1,200,288 SH   DFND 01 02 BA 0 1,110,759 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 312,318 1,867,595 SH   DFND BC 01 02 0 1,744,536 123,059
ALIGN TECHNOLOGY INC COM 016255101 3,228 17,840 SH   DFND 01 02 0 17,840 0
ALPHABET INC CL A 02079K305 3,546 2,904 SH   DFND 01 02 0 2,904 0
ALPHABET INC CL C 02079K107 52,677 43,213 SH   DFND 01 02 0 43,213 0
ALTAIR ENGR INC COM CL A 021369103 68,366 1,974,757 SH   DFND 01 02 0 1,883,757 91,000
AMAZON COM INC COM 023135106 89,276 51,429 SH   DFND BC 01 02 0 51,429 0
AMERICAN ASSETS TRUST INC COM 024013104 27,670 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 18,674 721,264 SH   DFND 01 02 0 621,264 100,000
AMERICAN TOWER CORP COM 03027X100 15,837 71,618 SH   DFND 01 02 0 71,618 0
AMERICOLD RLTY TR COM 03064D108 128,139 3,456,674 SH   DFND 01 02 0 3,456,674 0
AMPHENOL CORP NEW COM 032095101 36,595 379,221 SH   DFND 01 02 0 360,276 0
ANAPLAN INC COM 03272L108 1,626 34,591 SH   DFND 2 0 34,591 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 21,217 1,161,327 SH   DFND 01 02 0 1,071,467 89,860
ANSYS INC COM 03662Q105 575,159 2,598,296 SH   DFND 01 02 0 2,389,907 175,775
APPLE INC COM 037833100 339 1,512 SH   DFND 01 02 0 1,512 0
ARCH CAP GROUP LTD ORD G0450A105 930,785 22,172,109 SH   DFND 01 02 0 21,250,355 793,500
ARCO PLATFORM LTD COM CL A G04553106 11,995 236,630 SH   DFND 2 0 236,630 0
ARGENX SE SPONSORED ADR 04016X101 32,427 284,543 SH   DFND 01 02 BA 0 281,019 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,686 166,294 SH   DFND 02 BA 0 166,294 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 108 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 113,783 1,810,100 SH   DFND 01 02 0 1,810,100 0
ASML HOLDING N V NY REG SHS N07059210 10,676 42,974 SH   DFND 01 02 0 42,974 0
ASPEN TECHNOLOGY INC COM 045327103 150,458 1,222,442 SH   DFND 01 02 0 1,201,755 0
ASTRAZENECA PLC SPONSORED ADR 046353108 8,063 180,904 SH   DFND 02 BA 0 180,904 0
AVALONBAY CMNTYS INC COM 053484101 91 424 SH   DFND 2 0 424 0
AXOGEN INC COM 05463X106 5,305 425,084 SH   DFND 2 0 425,084 0
AZUL S A SPONSR ADR PFD 05501U106 38,224 1,067,108 SH   DFND 01 02 0 987,375 79,733
BENEFITFOCUS INC COM 08180D106 94,179 3,955,450 SH   DFND 01 02 0 3,671,750 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 312 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 31,416 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 308,091 1,574,546 SH   DFND 01 02 BA 0 1,457,720 93,575
BJS RESTAURANTS INC COM 09180C106 23,304 600,000 SH   DFND 2 0 600,000 0
BLACKBERRY LTD COM 09228F103 696 132,656 SH   DFND 2 0 132,656 0
BLACKROCK INC COM 09247X101 185 415 SH   DFND 2 0 415 0
BOOKING HLDGS INC COM 09857L108 61,230 31,198 SH   DFND 01 02 0 29,811 0
BOSTON PROPERTIES INC COM 101121101 58 447 SH   DFND 2 0 447 0
BOYD GAMING CORP COM 103304101 49,662 2,073,575 SH   DFND 01 02 0 2,073,575 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 455,763 2,988,608 SH   DFND 01 02 0 2,770,608 218,000
BRIGHTVIEW HLDGS INC COM 10948C107 16,057 936,284 SH   DFND 01 02 0 881,513 54,771
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 64,616 1,217,112 SH   DFND 01 02 0 1,217,112 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 152 3,055 SH   DFND 2 0 3,055 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 25 1,251 SH   DFND 2 0 1,251 0
BWX TECHNOLOGIES INC COM 05605H100 37,285 651,715 SH   DFND 01 02 0 621,460 0
CANTEL MEDICAL CORP COM 138098108 48,620 650,000 SH   DFND 2 0 650,000 0
CAREDX INC COM 14167L103 3,905 172,699 SH   DFND 2 0 172,699 0
CARMAX INC COM 143130102 6,313 71,733 SH   DFND 1 0 71,733 0
CARNIVAL CORP UNIT 99/99/9999 143658300 23 525 SH   DFND 2 0 525 0
CBRE GROUP INC CL A 12504L109 118,596 2,237,237 SH   DFND 01 02 0 2,172,057 0
CDW CORP COM 12514G108 56,026 454,612 SH   DFND 01 02 0 433,020 0
CERIDIAN HCM HLDG INC COM 15677J108 132,709 2,688,051 SH   DFND 01 02 0 2,608,368 0
CERUS CORP COM 157085101 8,325 1,615,000 SH   DFND 2 0 1,615,000 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 141 343 SH   DFND 2 0 343 0
CHOICE HOTELS INTL INC COM 169905106 435,074 4,890,667 SH   DFND 01 02 20,000 4,296,193 544,900
CISION LTD SHS G1992S109 46,124 5,997,900 SH   DFND 2 0 5,997,900 0
CLARIVATE ANALYTICS PLC COM G21810109 106,585 6,318,016 SH   DFND 01 02 0 6,200,950 0
CLOUDFLARE INC CL A COM 18915M107 3,250 175,000 SH   DFND BC 02 0 175,000 0
CME GROUP INC COM 12572Q105 12,576 59,506 SH   DFND 01 02 0 59,506 0
COGNEX CORP COM 192422103 78,608 1,600,000 SH   DFND 2 0 1,600,000 0
COHEN & STEERS INC COM 19247A100 146,584 2,668,551 SH   DFND 01 02 0 2,351,551 317,000
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONSTELLATION BRANDS INC COM 21036P108 300 1,448 SH   DFND 2 0 1,448 0
COPA HOLDINGS SA CL A P31076105 78,586 795,808 SH   DFND 01 02 0 737,093 58,715
COSTAR GROUP INC COM 22160N109 1,421,511 2,396,344 SH   DFND 01 02 0 2,257,978 126,550
COSTCO WHSL CORP NEW COM 22160K105 128 443 SH   DFND 2 0 443 0
COUPA SOFTWARE INC COM 22266L106 635 4,900 SH   DFND 2 0 4,900 0
CROWDSTRIKE HLDGS INC COM 22788C105 1,421 24,377 SH   DFND 01 02 0 24,377 0
CROWN CASTLE INTL CORP NEW COM 22822V101 67 484 SH   DFND 2 0 484 0
CUBIC CORP COM 229669106 10,564 150,000 SH   DFND 2 0 150,000 0
D R HORTON INC COM 23331A109 26,276 498,495 SH   DFND 01 02 0 498,495 0
DANAHER CORP DEL COM 235851102 293 2,029 SH   DFND 2 0 2,029 0
DATADOG INC CL A COM 23804L103 16,955 500,000 SH   DFND BC 01 02 0 500,000 0
DENALI THERAPEUTICS INC COM 24823R105 15,085 984,662 SH   DFND 01 02 0 903,662 81,000
DEXCOM INC COM 252131107 75,801 507,913 SH   DFND 01 02 BA 0 499,628 0
DOUGLAS EMMETT INC COM 25960P109 256,066 5,978,667 SH   DFND 01 02 0 5,508,667 470,000
DR REDDYS LABS LTD ADR 256135203 14,550 383,998 SH   DFND 01 02 0 348,613 35,385
DUKE REALTY CORP COM 264411505 92 2,708 SH   DFND 2 0 2,708 0
DYNATRACE INC COM 268150109 8,540 457,394 SH   DFND 2 0 457,394 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,113 32,346 SH   DFND 01 02 BA 0 32,346 0
ELASTIC N V COM N14506104 1,790 21,735 SH   DFND 2 0 21,735 0
ELECTRONIC ARTS INC COM 285512109 9,757 99,742 SH   DFND 01 02 0 99,742 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 15,161 290,000 SH   DFND 2 0 290,000 0
ENCANA CORP COM 292505104 3,069 667,153 SH   DFND 2 0 667,153 0
ENDAVA PLC ADS 29260V105 52,581 1,389,206 SH   DFND 2 0 1,389,206 0
ENVESTNET INC COM 29404K106 5,580 98,410 SH   DFND 01 02 0 98,410 0
EPAM SYS INC COM 29414B104 19,837 108,805 SH   DFND 01 02 0 108,805 0
EQUINIX INC COM 29444U700 141,742 245,739 SH   DFND 01 02 0 238,540 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 9,571 71,637 SH   DFND 01 02 0 71,637 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 110 1,275 SH   DFND 2 0 1,275 0
ESCO TECHNOLOGIES INC COM 296315104 6,890 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 6,910 188,500 SH   DFND 2 0 188,500 0
ESSENT GROUP LTD COM G3198U102 37,682 790,478 SH   DFND 01 02 0 724,978 65,500
ESSEX PPTY TR INC COM 297178105 88 268 SH   DFND 2 0 268 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,555 580,000 SH   DFND 2 0 580,000 0
EXPEDIA INC DEL COM 30212P303 41,701 310,249 SH   DFND 01 02 0 295,398 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 72 4,950 SH   DFND 2 0 4,950 0
FACEBOOK INC. CL A 30303M102 25,338 142,282 SH   DFND BC 01 02 0 142,282 0
FACTSET RESH SYS INC COM 303075105 693,912 2,855,958 SH   DFND 01 02 0 2,699,563 135,400
FASTENAL CO COM 311900104 3,839 117,521 SH   DFND 01 02 0 117,521 0
FIDELITY NATL INFORMATION SV COM 31620M106 138,337 1,042,005 SH   DFND 01 02 0 999,688 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 37,656 389,410 SH   DFND 01 02 0 370,544 0
FIVERR INTL LTD ORD SHS M4R82T106 5,359 286,602 SH   DFND 2 0 286,602 0
FLEETCOR TECHNOLOGIES INC COM 339041105 69,303 241,660 SH   DFND 01 02 0 230,278 0
FLOOR & DECOR HLDGS INC CL A 339750101 119,907 2,344,232 SH   DFND 01 02 0 2,344,232 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 58,076 634,152 SH   DFND 01 02 0 585,083 49,069
FORESCOUT TECHNOLOGIES INC COM 34553D101 12,096 319,000 SH   DFND 2 0 319,000 0
FORESTAR GROUP INC COM 346232101 21,993 1,203,135 SH   DFND 01 02 0 1,125,135 78,000
FUTU HLDGS LTD SPONSORED ADS 36118L106 1,595 145,354 SH   DFND 2 0 145,354 0
GAMING & LEISURE PPTYS INC COM 36467J108 375,748 9,826,040 SH   DFND 01 02 0 9,059,390 766,650
GARTNER INC COM 366651107 942,502 6,591,384 SH   DFND 01 02 0 6,217,014 284,675
GCI LIBERTY INC CL A 36164V305 2,620 42,211 SH   DFND 01 02 0 42,211 0
GDS HLDGS LTD SPONSORED ADR 36165L108 104,649 2,611,008 SH   DFND 01 02 0 2,484,222 126,786
GLOBANT S A COM L44385109 5,268 57,523 SH   DFND 2 0 57,523 0
GOLAR LNG LTD BERMUDA SHS G9456A100 2,773 213,500 SH   DFND 2 0 213,500 0
GUARDANT HEALTH INC COM 40131M109 20,000 313,339 SH   DFND 02 BA 0 313,339 0
GUIDEWIRE SOFTWARE INC COM 40171V100 699,075 6,633,853 SH   DFND 01 02 0 6,314,467 244,000
HCA HEALTHCARE INC COM 40412C101 251 2,085 SH   DFND BA 0 2,085 0
HCP INC COM 40414l109 39 1,108 SH   DFND 2 0 1,108 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 8,252 144,647 SH   DFND BC 01 02 0 144,647 0
HEALTHEQUITY INC COM 42226A107 60,387 1,056,736 SH   DFND 01 02 BA 0 1,056,736 0
HEICO CORP NEW CL A 422806208 23,219 238,613 SH   DFND 01 02 0 238,613 0
HEICO CORP NEW COM 422806109 15,734 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 36,310 895,000 SH   DFND 2 0 895,000 0
HILTON GRAND VACATIONS INC COM 43283X105 7,091 221,600 SH   DFND 01 02 0 221,600 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 656 7,049 SH   DFND 01 02 0 7,049 0
HOME DEPOT INC COM 437076102 7,021 30,259 SH   DFND 01 02 2,000 28,259 0
HOST HOTELS & RESORTS INC COM 44107P104 14 821 SH   DFND 2 0 821 0
HOULIHAN LOKEY INC CL A 441593100 59,623 1,322,019 SH   DFND 01 02 0 1,268,069 53,950
HUDSON LTD COM CL A G46408103 36,810 3,000,000 SH   DFND 2 0 3,000,000 0
HUDSON PAC PPTYS INC COM 444097109 12,097 361,530 SH   DFND 01 02 0 361,530 0
HUMANA INC COM 444859102 268 1,050 SH   DFND BA 0 1,050 0
HYATT HOTELS CORP COM CL A 448579102 332,738 4,516,602 SH   DFND 01 02 0 4,154,806 333,000
IAC INTERACTIVECORP COM 44919P508 66,570 305,410 SH   DFND BC 01 02 0 293,927 0
ICHOR HOLDINGS SHS G4740B105 8,705 360,000 SH   DFND 2 0 360,000 0
ICON PLC SHS G4705A100 107,555 729,978 SH   DFND 01 02 BA 0 729,978 0
IDEX CORP COM 45167R104 83,950 512,267 SH   DFND 01 02 0 487,265 0
IDEXX LABS INC COM 45168D104 1,061,323 3,902,928 SH   DFND 01 02 BA 0 3,667,214 180,425
IHS MARKIT LTD SHS G47567105 348 5,202 SH   DFND 2 0 5,202 0
ILLINOIS TOOL WKS INC COM 452308109 54 344 SH   DFND 2 0 344 0
ILLUMINA INC COM 452327109 139,855 459,717 SH   DFND 01 02 BA 0 442,109 0
INGEVITY CORP COM 45688C107 38,178 450,000 SH   DFND 2 0 450,000 0
INOGEN INC COM 45780L104 4,791 100,000 SH   DFND 2 0 100,000 0
INSPIRE MED SYS INC COM 457730109 21,538 352,970 SH   DFND 02 BA 0 352,970 0
INSTALLED BLDG PRODS INC COM 45780R101 97,739 1,704,554 SH   DFND 01 02 0 1,704,554 0
INSULET CORP COM 45784P101 332 2,012 SH   DFND BA 0 2,012 0
INTERSECT ENT INC COM 46071F103 1,531 90,000 SH   DFND 2 0 90,000 0
INTERXION HOLDING N.V SHS N47279109 27,983 343,513 SH   DFND 01 02 0 343,513 0
INTUITIVE SURGICAL INC COM 46120E602 20,371 37,729 SH   DFND 01 02 BA 0 37,729 0
INVITATION HOMES INC COM 46187W107 14,561 491,774 SH   DFND 01 02 0 491,774 0
IQVIA HLDGS INC COM 46266C105 477 3,196 SH   DFND 02 BA 0 3,196 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 263,290 12,372,659 SH   DFND 01 02 0 11,303,659 1,069,000
JOHN BEAN TECHNOLOGIES CORP COM 477839104 74,403 748,300 SH   DFND 01 02 0 748,300 0
JONES LANG LASALLE INC COM 48020Q107 7,985 57,419 SH   DFND 01 02 0 57,419 0
KENNEDY-WILSON HLDGS INC COM 489398107 67 3,044 SH   DFND 2 0 3,044 0
KILROY RLTY CORP COM 49427F108 9,245 118,697 SH   DFND 01 02 0 118,697 0
KINSALE CAP GROUP INC COM 49714P108 164,433 1,591,646 SH   DFND BC 01 02 0 1,468,405 123,241
KORNIT DIGITAL LTD SHS M6372Q113 9,019 293,000 SH   DFND 2 0 293,000 0
LENDINGTREE INC COM 52603B107 41,874 134,891 SH   DFND 01 02 0 122,716 12,175
LENNAR CORP COM 526057104 15,824 283,338 SH   DFND 01 02 0 283,338 0
LEXINFINTECH HLDGS LTD ADR 528877103 21,436 2,137,141 SH   DFND 01 02 0 1,971,775 165,366
LIBERTY BROADBAND CORP COM SER A 530307107 10,452 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 75,648 722,727 SH   DFND 01 02 0 700,660 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 7,324 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 31,192 750,000 SH   DFND 2 0 750,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 41,960 1,000,000 SH   DFND 2 0 1,000,000 0
LIMONEIRA CO COM 532746104 5,508 300,000 SH   DFND 2 0 300,000 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 1,331 79,400 SH   DFND 1 0 79,400 0
LITTELFUSE INC COM 537008104 60,166 339,324 SH   DFND 01 02 0 324,324 15,000
LIVERAMP HLDGS INC COM 53815P108 54,629 1,271,632 SH   DFND 01 02 0 1,271,632 0
LOWES COS INC COM 548661107 11,164 101,528 SH   DFND 01 02 0 101,528 0
LUXFER HOLDINGS PLC SHS G5698W116 3,739 240,000 SH   DFND 2 0 240,000 0
LYFT INC CL A COM 55087P104 3,179 77,836 SH   DFND 2 0 77,836 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 214,308 13,043,680 SH   DFND 01 02 0 12,113,680 930,000
MANHATTAN ASSOCS INC COM 562750109 4,284 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 100,118 305,705 SH   DFND 01 02 0 291,502 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 324,383 3,130,811 SH   DFND 01 02 0 2,909,911 220,900
MASCO CORP COM 574599106 29,691 712,346 SH   DFND 01 02 0 712,346 0
MASIMO CORP COM 574795100 134 900 SH   DFND BA 0 900 0
MASTERCARD INC CL A 57636Q104 31,077 114,433 SH   DFND BC 01 02 0 114,433 0
MAXIMUS INC COM 577933104 47,351 612,884 SH   DFND 01 02 0 598,411 0
MEDALLIA INC COM 584021109 18,180 662,793 SH   DFND BC 01 02 0 662,793 0
MEDICAL PPTYS TRUST INC COM 58463J304 12 603 SH   DFND 2 0 603 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 24,878 227,008 SH   DFND 01 02 0 227,008 0
MERCADOLIBRE INC COM 58733R102 80,148 145,399 SH   DFND BC 01 02 0 137,107 8,292
MERCK & CO INC COM 58933Y105 624 7,412 SH   DFND BA 0 7,412 0
MERCURY SYS INC COM 589378108 99,888 1,230,600 SH   DFND 2 0 1,230,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 368,184 522,692 SH   DFND 01 02 BA 0 495,072 14,000
MGM GROWTH PPTYS LLC CL A COM 55303A105 28,142 936,510 SH   DFND 01 02 0 936,510 0
MGM RESORTS INTERNATIONAL COM 552953101 29,218 1,054,032 SH   DFND 01 02 0 1,054,032 0
MICROSOFT CORP COM 594918104 31,234 224,656 SH   DFND BC 01 02 0 224,656 0
MOELIS & CO CL A 60786M105 62,242 1,894,739 SH   DFND 01 02 0 1,814,739 80,000
MOMO INC AD 60879B107 43,846 1,415,305 SH   DFND 01 02 0 1,310,079 105,226
MOODYS CORP COM 615369105 327 1,597 SH   DFND 2 0 1,597 0
MORNINGSTAR INC COM 617700109 212,737 1,455,705 SH   DFND 01 02 0 1,320,780 134,925
MSCI INC CL A 55354G100 489,519 2,248,078 SH   DFND 01 02 0 2,067,078 181,000
MYRIAD GENETICS INC COM 62855J104 8,160 285,000 SH   DFND 2 0 285,000 0
NEOGEN CORP COM 640491106 67,196 986,577 SH   DFND 01 02 0 887,800 98,777
NETFLIX INC COM 64110L106 5,839 21,817 SH   DFND 01 02 0 21,817 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,848 31,603 SH   DFND 02 BA 0 31,603 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 74,123 669,226 SH   DFND 01 02 0 617,443 51,783
NEW RELIC INC COM 64829B100 3,380 55,000 SH   DFND 2 0 55,000 0
NEXTCURE INC COM 65343E108 42 1,369 SH   DFND BA 0 1,369 0
NOKIA CORP SPONSORED ADR 654902204 28,109 5,555,155 SH   DFND 01 02 0 5,148,042 407,113
NORDSON CORP COM 655663102 21,939 150,000 SH   DFND 2 0 150,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 63,257 1,221,892 SH   DFND 01 02 0 1,221,892 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 8,260 260,000 SH   DFND 2 0 260,000 0
NOVANTA INC COM 67000B104 852 10,431 SH   DFND 2 0 10,431 0
NVIDIA CORP COM 67066G104 9,332 53,612 SH   DFND 01 02 0 53,612 0
OKTA INC CL A 679295105 1,825 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 57,927 987,839 SH   DFND 01 02 0 947,839 40,000
ONESPAWORLD HOLDINGS LIMITED COM P73684113 15,681 1,009,750 SH   DFND 2 0 1,009,750 0
OPERA LTD SPONSORED ADS 68373M107 3,187 317,101 SH   DFND 2 0 317,101 0
OWENS CORNING NEW COM 690742101 8,413 133,114 SH   DFND 01 02 0 133,114 0
PAGERDUTY INC COM 69553P100 8,475 300,000 SH   DFND 2 0 300,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 121,654 2,626,955 SH   DFND 01 02 0 2,457,281 169,674
PAR TECHNOLOGY CORP COM 698884103 8,542 359,364 SH   DFND BC 02 0 359,364 0
PAYPAL HLDGS INC COM 70450Y103 3,524 34,017 SH   DFND 01 02 0 34,017 0
PEBBLEBROOK HOTEL TR COM 70509V100 10 360 SH   DFND 2 0 360 0
PEGASYSTEMS INC COM 705573103 81,233 1,193,727 SH   DFND 01 02 0 1,193,727 0
PENN NATL GAMING INC COM 707569109 184,716 9,917,621 SH   DFND 01 02 0 9,017,621 900,000
PERFORMANCE FOOD GROUP CO COM 71377A103 69,565 1,511,944 SH   DFND 01 02 0 1,395,044 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 116,606 8,058,433 SH   DFND 01 02 0 7,455,940 602,493
PINDUODUO INC SPONSORED ADS 722304102 3,240 100,562 SH   DFND BC 02 0 100,562 0
PING IDENTITY HLDG CORP COM 72341T103 6,900 400,000 SH   DFND 2 0 400,000 0
PLANET FITNESS INC CL A 72703H101 46,296 800,000 SH   DFND 2 0 800,000 0
PRA HEALTH SCIENCES INC COM 69354M108 94,702 954,364 SH   DFND 01 02 0 954,364 0
PRIMERICA INC COM 74164M108 316,132 2,484,732 SH   DFND 01 02 0 2,261,432 223,300
PROLOGIS INC COM 74340W103 12,509 146,781 SH   DFND 01 02 0 146,781 0
PROOFPOINT INC COM 743424103 3,946 30,575 SH   DFND 01 02 0 30,575 0
QTS RLTY TR INC COM CL A 74736A103 1,195 23,237 SH   DFND 01 02 0 23,237 0
QUALCOMM INC COM 747525103 305 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 6,801 90,000 SH   DFND 2 0 90,000 0
RA MED SYS INC COM 74933X104 713 509,431 SH   DFND 2 0 509,431 0
RAVEN INDS INC COM 754212108 29,779 890,000 SH   DFND 2 0 890,000 0
RBC BEARINGS INC COM 75524B104 41,477 250,000 SH   DFND 2 0 250,000 0
RED ROCK RESORTS INC CL A 75700L108 199,278 9,814,247 SH   DFND 01 02 0 9,555,147 259,100
REVANCE THERAPEUTICS INC COM 761330109 10,761 827,732 SH   DFND 2 0 827,732 0
REVOLVE GROUP INC COM 76156B107 11,685 500,000 SH   DFND 2 0 500,000 0
REXFORD INDL RLTY INC COM 76169C100 13,338 302,989 SH   DFND 2 0 302,989 0
RINGCENTRAL INC CL A 76680R206 14,086 112,094 SH   DFND 01 02 0 112,094 0
ROBERT HALF INTL INC COM 770323103 5,806 104,310 SH   DFND 1 42,000 62,310 0
ROLLINS INC COM 775711104 41,970 1,231,868 SH   DFND 01 02 0 1,173,100 0
ROPER INDUSTRIES INC NEW COM 776696106 104,028 291,722 SH   DFND 01 02 0 277,811 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 19,793 182,711 SH   DFND 01 02 0 182,711 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 3,520 53,025 SH   DFND 2 0 53,025 0
S&P GLOBAL INC COM 78409V104 7,926 32,355 SH   DFND 01 02 0 32,355 0
SAGE THERAPEUTICS INC COM 78667J108 59,715 425,656 SH   DFND 01 02 BA 0 412,741 0
SALESFORCE.COM INC COM 79466L302 4,461 30,050 SH   DFND 01 02 0 30,050 0
SASOL LTD SPONSORED ADR 803866300 14,161 832,532 SH   DFND 01 02 0 768,113 64,419
SBA COMMUNICATIONS CORP COM 78410G104 258,575 1,072,256 SH   DFND 01 02 0 1,046,151 0
SERVICENOW INC COM 81762P102 5,902 23,250 SH   DFND 01 02 0 23,250 0
SIENTRA INC COM 82621J105 10,394 1,603,963 SH   DFND 2 0 1,603,963 0
SILK ROAD MEDICAL INC COM 82710m100 40,016 1,230,121 SH   DFND 02 BA 0 1,230,121 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 136,492 1,843,992 SH   DFND 01 02 0 1,843,992 0
SL GREEN RLTY CORP COM 78440X101 8,175 100,000 SH   DFND 2 0 100,000 0
SONY CORP ADR 835699307 1,462 24,723 SH   DFND 2 0 24,723 0
SPLUNK INC COM 848637104 21,511 182,511 SH   DFND 01 02 0 182,511 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 32,856 288,209 SH   DFND 01 02 0 288,209 0
SPROUTS FMRS MKT INC COM 85208M102 580 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 310,224 6,015,583 SH   DFND 01 02 0 5,545,910 415,000
STONECO LTD COM CL A G85158106 8,990 258,488 SH   DFND 01 02 0 258,488 0
STUDIO CITY INTL HLDGS LTD SPON ADS 86389T106 2,010 100,000 SH   DFND 2 0 100,000 0
SUMMIT MATLS INC CL A 86614U100 38,850 1,750,000 SH   DFND 2 0 1,750,000 0
SUN CMNTYS INC COM 866674104 134 901 SH   DFND 2 0 901 0
PRICE T ROWE GROUP INC COM 74144T108 39,496 345,696 SH   DFND 01 02 4,000 325,387 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 176,158 3,789,978 SH   DFND 01 02 0 3,496,835 293,143
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,642 108,843 SH   DFND 01 02 0 108,843 0
TAL ED GROUP ADS REPSTG COM 874080104 5,671 165,625 SH   DFND BC 02 0 165,625 0
TE CONNECTIVITY LTD REG SHS H84989104 173 1,853 SH   DFND 2 0 1,853 0
TELADOC INC COM 87918A105 90,867 1,341,800 SH   DFND 02 BA 0 1,341,800 0
TELEFLEX INC COM 879369106 75,684 222,764 SH   DFND 01 02 BA 0 212,044 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 21,239 1,663,219 SH   DFND 01 02 0 1,534,524 128,695
TESLA MOTORS INC COM 88160R101 392,075 1,627,744 SH   DFND 01 02 225,000 1,367,744 35,000
TEXAS INSTRS INC COM 882508104 147 1,139 SH   DFND 2 0 1,139 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 82,993 3,246,981 SH   DFND 01 02 0 2,976,981 270,000
SCHWAB CHARLES CORP NEW COM 808513105 265,125 6,338,162 SH   DFND 01 02 187,250 5,831,755 205,000
CHEESECAKE FACTORY INC COM 163072101 33,344 800,000 SH   DFND 2 0 800,000 0
COOPER COS INC COM NEW 216648402 70,235 236,483 SH   DFND 01 02 BA 0 226,491 0
LAUDER ESTEE COS INC COM 518439104 106 532 SH   DFND 2 0 532 0
GOLDMAN SACHS GROUP INC COM 38141G104 166 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 28 251 SH   DFND   251 0 0
MADISON SQUARE GARDEN CO CL A 55825T103 59,306 225,053 SH   DFND BC 02 0 225,053 0
MIDDLEBY CORP COM 596278101 1,005 8,600 SH   DFND 2 0 8,600 0
PROCTER & GAMBLE CO COM 742718109 223 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 16,770 750,000 SH   DFND 2 0 750,000 0
SHERWIN WILLIAMS CO COM 824348106 8,266 15,032 SH   DFND 01 02 0 15,032 0
STARS GROUP INC COM 85570w100 2,787 186,070 SH   DFND 2 0 186,070 0
TORO CO COM 891092108 49,536 675,801 SH   DFND 01 02 0 643,698 0
THE TRADE DESK INC COM CL A 88339J105 109,717 584,999 SH   DFND BC 01 02 0 580,029 0
DISNEY WALT CO COM DISNEY 254687106 74 565 SH   DFND 2 0 565 0
THERAPEUTICSMD INC COM 88338N107 13,182 3,631,500 SH   DFND 2 0 3,631,500 0
THERMO FISHER SCIENTIFIC INC COM 883556102 623 2,140 SH   DFND 02 BA 0 2,140 0
TIFFANY & CO NEW COM 886547108 47,108 508,565 SH   DFND 01 02 3,000 481,448 0
TPI COMPOSITES INC COM 87266J104 13,256 707,000 SH   DFND 2 0 707,000 0
TRADEWEB MKTS INC CL A 892672106 13,425 363,041 SH   DFND 01 02 0 345,547 0
TRANSDIGM GROUP INC COM 893641100 104,134 200,000 SH   DFND 2 0 200,000 0
TRANSUNION COM 89400J107 132,095 1,628,587 SH   DFND 01 02 0 1,552,211 0
TREX CO INC COM 89531P105 244,424 2,688,047 SH   DFND 01 02 0 2,583,847 104,200
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,896 167,162 SH   DFND 01 02 0 167,162 0
TWILIO INC CL A 90138F102 16,372 148,892 SH   DFND 01 02 0 148,892 0
UNDER ARMOUR INC CL A 904311107 1,895 95,052 SH   DFND 1 0 95,052 0
UNIQURE NV SHS n90064101 46 1,170 SH   DFND BA 0 1,170 0
UNITEDHEALTH GROUP INC COM 91324P102 873 4,019 SH   DFND 02 BA 0 4,019 0
UNIVAR INC COM 91336L107 16,608 800,000 SH   DFND 2 0 800,000 0
VAIL RESORTS INC COM 91879Q109 1,095,575 4,814,446 SH   DFND 01 02 0 4,307,977 471,900
VARONIS SYS INC COM 922280102 7,891 132,000 SH   DFND 2 0 132,000 0
VEEVA SYS INC CL A COM 922475108 110,122 721,216 SH   DFND 01 02 BA 0 695,144 0
VERACYTE INC COM 92337F107 17,871 744,621 SH   DFND 01 02 BA 0 744,621 0
VERISIGN INC COM 92343E102 146,239 775,267 SH   DFND 01 02 0 738,105 0
VERISK ANALYTICS INC CL A 92345Y106 252,008 1,593,578 SH   DFND 01 02 0 1,522,602 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,229 78,085 SH   DFND 01 02 BA 0 78,085 0
VIEWRAY INC COM 92672L107 2,711 935,000 SH   DFND 2 0 935,000 0
VISA INC COM CL A 92826C839 25,915 150,659 SH   DFND 01 02 0 150,659 0
VULCAN MATLS CO COM 929160109 12,394 81,950 SH   DFND 01 02 0 81,950 0
WASTE CONNECTIONS INC COM 94106B101 112,700 1,225,000 SH   DFND 2 0 1,225,000 0
WELLTOWER INC COM 95040Q104 20 216 SH   DFND 2 0 216 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 223,276 1,574,363 SH   DFND 01 02 BA 0 1,471,270 70,500
WEX INC COM 96208T104 90,931 450,000 SH   DFND 2 0 450,000 0
WEYERHAEUSER CO COM 962166104 17 627 SH   DFND 2 0 627 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 83,594 433,198 SH   DFND 01 02 0 412,379 0
WINGSTOP INC COM 974155103 5,237 60,000 SH   DFND 2 0 60,000 0
WIX COM LTD SHS M98068105 227,837 1,951,661 SH   DFND 01 02 0 1,873,822 52,753
WYNDHAM DESTINATIONS INC COM 98310W108 1,473 32,000 SH   DFND 1 0 32,000 0
YANDEX N V SHS CLASS A N97284108 36,820 1,051,700 SH   DFND 01 02 0 970,320 81,380
YEXT INC COM 98585N106 31,023 1,952,360 SH   DFND 01 02 0 1,952,360 0
YY INC ADS REPCOM CLA 98426T106 23,629 420,220 SH   DFND 01 02 0 388,524 31,696
ZAI LAB LTD ADR 98887Q104 71,878 2,221,879 SH   DFND 01 02 BA 0 2,058,559 163,320
ZILLOW GROUP INC CL A 98954M101 85,507 2,894,142 SH   DFND BC 01 02 0 2,786,142 108,000
ZILLOW GROUP INC CL C CAP STK 98954M200 30,398 1,019,369 SH   DFND 01 02 0 972,195 0
ZIMMER BIOMET HLDGS INC COM 98956P102 343 2,500 SH   DFND BA 0 2,500 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 930 12,207 SH   DFND 2 0 12,207 0
ZSCALER INC COM 98980G102 3,212 67,955 SH   DFND 2 0 67,955 0