The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANGI HOMESERVICES INC COM CL A 00183L102 13,059 1,541,845 SH   DFND   0 1,541,845 0
AARONS INC COM PAR $0.50 002535300 74,724 1,308,419 SH   DFND   0 1,308,419 0
ABIOMED INC COM 003654100 18,459 108,207 SH   DFND   0 108,207 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 42,779 1,287,737 SH   DFND   0 1,287,737 0
ADOBE INC COM 00724F101 130 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 19,823 321,075 SH   DFND   0 321,075 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,425 31,666 SH   DFND   0 31,666 0
ALIGN TECHNOLOGY INC COM 016255101 24,213 86,773 SH   DFND   0 86,773 0
AMAZON COM INC COM 023135106 92 50 SH   DFND   0 50 0
AMERIS BANCORP COM 03076K108 16,079 377,976 SH   DFND   0 377,976 0
ANSYS INC COM 03662Q105 31,015 120,487 SH   DFND   0 120,487 0
ASPEN TECHNOLOGY INC COM 045327103 89,170 737,369 SH   DFND   0 737,369 0
AUTODESK INC COM 052769106 10,250 55,873 SH   DFND   0 55,873 0
AXON ENTERPRISE INC COM 05464C101 56,124 765,879 SH   DFND   0 765,879 0
BALCHEM CORP COM 057665200 37,343 367,437 SH   DFND   0 367,437 0
BIOTELEMETRY INC COM 090672106 39,488 852,870 SH   DFND   0 852,870 0
BIO TECHNE CORP COM 09073M104 18,575 84,620 SH   DFND   0 84,620 0
BOINGO WIRELESS INC COM 09739C102 10,919 997,125 SH   DFND   0 997,125 0
BOOT BARN HLDGS INC COM 099406100 12,757 286,480 SH   DFND   0 286,480 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 65,768 437,607 SH   DFND   0 437,607 0
BROWN FORMAN CORP CL B 115637209 7,030 103,996 SH   DFND   0 103,996 0
BURLINGTON STORES INC COM 122017106 78,276 343,270 SH   DFND   0 343,270 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,786 35,624 SH   DFND   0 35,624 0
CME GROUP INC COM 12572Q105 116 576 SH   DFND   0 576 0
CABOT OIL & GAS CORP COM 127097103 21,798 1,252,019 SH   DFND   0 1,252,019 0
CADENCE DESIGN SYSTEM INC COM 127387108 55,983 807,138 SH   DFND   0 807,138 0
CALAVO GROWERS INC COM 128246105 60,611 669,068 SH   DFND   0 669,068 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 23,335 643,902 SH   DFND   0 643,902 0
CERNER CORP COM 156782104 40,193 547,669 SH   DFND   0 547,669 0
CHEGG INC COM 163092109 25,022 660,025 SH   DFND   0 660,025 0
COGNEX CORP COM 192422103 55,424 989,004 SH   DFND   0 989,004 0
COPART INC COM 217204106 11,833 130,120 SH   DFND   0 130,120 0
CORNERSTONE ONDEMAND INC COM 21925Y103 16,151 275,852 SH   DFND   0 275,852 0
COSTAR GROUP INC COM 22160N109 77,856 130,129 SH   DFND   0 130,129 0
COUPA SOFTWARE INC COM 22266L106 11,624 79,483 SH   DFND   0 79,483 0
DEXCOM INC COM 252131107 62,045 283,649 SH   DFND   0 283,649 0
DOCUSIGN INC COM 256163106 38,991 526,121 SH   DFND   0 526,121 0
DOMINOS PIZZA INC COM 25754A201 59,246 201,667 SH   DFND   0 201,667 0
DROPBOX INC CL A 26210C104 2,653 148,121 SH   DFND   0 148,121 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 8,825 426,334 SH   DFND   0 426,334 0
8X8 INC NEW COM 282914100 23,475 1,282,770 SH   DFND   0 1,282,770 0
ELECTRONIC ARTS INC COM 285512109 23,349 217,179 SH   DFND   0 217,179 0
ENCORE CAP GROUP INC COM 292554102 28,173 796,742 SH   DFND   0 796,742 0
ENVESTNET INC COM 29404K106 76,662 1,100,998 SH   DFND   0 1,100,998 0
EURONET WORLDWIDE INC COM 298736109 87,886 557,794 SH   DFND   0 557,794 0
EXELIXIS INC COM 30161Q104 15,352 871,274 SH   DFND   0 871,274 0
EZCORP INC CL A NON VTG 302301106 12,771 1,872,600 SH   DFND   0 1,872,600 0
FLIR SYS INC COM 302445101 74,220 1,425,386 SH   DFND   0 1,425,386 0
FASTENAL CO COM 311900104 5,589 151,251 SH   DFND   0 151,251 0
FIREEYE INC COM 31816Q101 15,398 931,502 SH   DFND   0 931,502 0
FIRSTCASH INC COM 33767D105 65,338 810,338 SH   DFND   0 810,338 0
FISERV INC COM 337738108 8,641 74,729 SH   DFND   0 74,729 0
FIVE BELOW INC COM 33829M101 61,395 480,170 SH   DFND   0 480,170 0
FIVE9 INC COM 338307101 28,121 428,799 SH   DFND   0 428,799 0
FLOOR & DECOR HLDGS INC CL A 339750101 56,507 1,112,123 SH   DFND   0 1,112,123 0
FORTINET INC COM 34959E109 29,451 275,866 SH   DFND   0 275,866 0
GLOBAL PMTS INC COM 37940X102 12,128 66,434 SH   DFND   0 66,434 0
GRAND CANYON ED INC COM 38526M106 41,683 435,148 SH   DFND   0 435,148 0
GUIDEWIRE SOFTWARE INC COM 40171V100 40,141 365,684 SH   DFND   0 365,684 0
HMS HLDGS CORP COM 40425J101 45,717 1,544,491 SH   DFND   0 1,544,491 0
HEALTHSTREAM INC COM 42222N103 10,431 383,478 SH   DFND   0 383,478 0
HEALTHEQUITY INC COM 42226A107 59,464 802,812 SH   DFND   0 802,812 0
HEICO CORP NEW CL A 422806208 81,306 908,144 SH   DFND   0 908,144 0
HOLOGIC INC COM 436440101 38,263 732,870 SH   DFND   0 732,870 0
HUB GROUP INC CL A 443320106 12,663 246,893 SH   DFND   0 246,893 0
HUNT J B TRANS SVCS INC COM 445658107 23,783 203,654 SH   DFND   0 203,654 0
IAC INTERACTIVECORP COM 44919P508 52,316 210,012 SH   DFND   0 210,012 0
IPG PHOTONICS CORP COM 44980X109 19,863 137,062 SH   DFND   0 137,062 0
IDEXX LABS INC COM 45168D104 65,492 250,802 SH   DFND   0 250,802 0
ILLUMINA INC COM 452327109 36,020 108,580 SH   DFND   0 108,580 0
INPHI CORP COM 45772F107 17,399 235,057 SH   DFND   0 235,057 0
INSULET CORP COM 45784P101 25,286 147,699 SH   DFND   0 147,699 0
INTUITIVE SURGICAL INC COM NEW 46120E602 32,945 55,730 SH   DFND   0 55,730 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,384 62,203 SH   DFND   0 62,203 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 51,817 2,877,119 SH   DFND   0 2,877,119 0
L3HARRIS TECHNOLOGIES INC COM 502431109 25,211 127,412 SH   DFND   0 127,412 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 52,990 508,100 SH   DFND   0 508,100 0
LIMONEIRA CO COM 532746104 9,841 511,734 SH   DFND   0 511,734 0
LINDSAY CORP COM 535555106 8,281 86,271 SH   DFND   0 86,271 0
LIVE NATION ENTERTAINMENT IN COM 538034109 66,557 931,263 SH   DFND   0 931,263 0
LULULEMON ATHLETICA INC COM 550021109 49,213 212,428 SH   DFND   0 212,428 0
MGM RESORTS INTERNATIONAL COM 552953101 5,361 161,148 SH   DFND   0 161,148 0
MANHATTAN ASSOCS INC COM 562750109 58,214 729,954 SH   DFND   0 729,954 0
MARKETAXESS HLDGS INC COM 57060D108 84,980 224,157 SH   DFND   0 224,157 0
MASTERCARD INC CL A 57636Q104 128 430 SH   DFND   0 430 0
MAXIMUS INC COM 577933104 9,551 128,397 SH   DFND   0 128,397 0
MERCADOLIBRE INC COM 58733R102 37,314 65,241 SH   DFND   0 65,241 0
MERCURY SYS INC COM 589378108 53,419 772,953 SH   DFND   0 772,953 0
MICROSOFT CORP COM 594918104 246 1,561 SH   DFND   0 1,561 0
MICROCHIP TECHNOLOGY INC COM 595017104 55,374 528,783 SH   DFND   0 528,783 0
MIDDLEBY CORP COM 596278101 18,638 170,178 SH   DFND   0 170,178 0
MONRO INC COM 610236101 4,283 54,765 SH   DFND   0 54,765 0
MONSTER BEVERAGE CORP NEW COM 61174X109 36,156 568,933 SH   DFND   0 568,933 0
NATIONAL INSTRS CORP COM 636518102 29,769 703,102 SH   DFND   0 703,102 0
NEOGEN CORP COM 640491106 37,152 569,299 SH   DFND   0 569,299 0
NETFLIX INC COM 64110L106 101 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 14,408 710,444 SH   DFND   0 710,444 0
NUVASIVE INC COM 670704105 47,588 615,303 SH   DFND   0 615,303 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 70,060 1,072,735 SH   DFND   0 1,072,735 0
OMNICELL INC COM 68213N109 27,148 332,202 SH   DFND   0 332,202 0
ON SEMICONDUCTOR CORP COM 682189105 20,705 849,255 SH   DFND   0 849,255 0
PRA HEALTH SCIENCES INC COM 69354M108 52,258 470,156 SH   DFND   0 470,156 0
PRA GROUP INC COM 69354N106 68,324 1,882,199 SH   DFND   0 1,882,199 0
PTC INC COM 69370C100 28,042 374,436 SH   DFND   0 374,436 0
PACIRA BIOSCIENCES COM 695127100 57,063 1,259,659 SH   DFND   0 1,259,659 0
PALO ALTO NETWORKS INC COM 697435105 29,894 129,270 SH   DFND   0 129,270 0
PALOMAR HLDGS INC COM 69753M105 35,635 705,790 SH   DFND   0 705,790 0
PARSLEY ENERGY INC CL A 701877102 22,206 1,174,318 SH   DFND   0 1,174,318 0
PAYPAL HLDGS INC COM 70450Y103 163 1,511 SH   DFND   0 1,511 0
PENUMBRA INC COM 70975L107 51,627 314,279 SH   DFND   0 314,279 0
PIONEER NAT RES CO COM 723787107 3,722 24,588 SH   DFND   0 24,588 0
POWER INTEGRATIONS INC COM 739276103 42,141 426,056 SH   DFND   0 426,056 0
PROOFPOINT INC COM 743424103 71,484 622,794 SH   DFND   0 622,794 0
PROS HOLDINGS INC COM 74346Y103 51,021 851,485 SH   DFND   0 851,485 0
PROTO LABS INC COM 743713109 54,056 532,310 SH   DFND   0 532,310 0
Q2 HLDGS INC COM 74736L109 53,229 656,505 SH   DFND   0 656,505 0
QUALYS INC COM 74758T303 35,204 422,268 SH   DFND   0 422,268 0
RAPID7 INC COM 753422104 11,871 211,898 SH   DFND   0 211,898 0
RAYTHEON CO COM NEW 755111507 55 250 SH   DFND   0 250 0
RBC BEARINGS INC COM 75524B104 21,557 136,141 SH   DFND   0 136,141 0
REPLIGEN CORP COM 759916109 66,169 715,336 SH   DFND   0 715,336 0
RESMED INC COM 761152107 52,677 339,920 SH   DFND   0 339,920 0
RINGCENTRAL INC CL A 76680R206 38,032 225,479 SH   DFND   0 225,479 0
ROCKWELL AUTOMATION INC COM 773903109 26,286 129,698 SH   DFND   0 129,698 0
ROPER TECHNOLOGIES INC COM 776696106 5,894 16,640 SH   DFND   0 16,640 0
ROSS STORES INC COM 778296103 8,212 70,536 SH   DFND   0 70,536 0
SPS COMMERCE INC COM 78463M107 16,346 294,952 SH   DFND   0 294,952 0
SVB FINL GROUP COM 78486Q101 44,332 176,595 SH   DFND   0 176,595 0
SALESFORCE COM INC COM 79466L302 111 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 5,057 75,801 SH   DFND   0 75,801 0
SEMTECH CORP COM 816850101 63,698 1,204,117 SH   DFND   0 1,204,117 0
SHOPIFY INC CL A 82509L107 58,381 146,842 SH   DFND   0 146,842 0
SILICON LABORATORIES INC COM 826919102 50,612 436,389 SH   DFND   0 436,389 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 57,879 638,486 SH   DFND   0 638,486 0
SPLUNK INC COM 848637104 8,065 53,848 SH   DFND   0 53,848 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 12,627 1,572,448 SH   DFND   0 1,572,448 0
SQUARE INC CL A 852234103 30,536 488,111 SH   DFND   0 488,111 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 6,643 280,053 SH   DFND   0 280,053 0
TJX COS INC NEW COM 872540109 101 1,650 SH   DFND   0 1,650 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 99 1,702 SH   DFND   0 1,702 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 44,641 364,627 SH   DFND   0 364,627 0
TANDEM DIABETES CARE INC COM NEW 875372203 34,198 573,690 SH   DFND   0 573,690 0
TRADEWEB MKTS INC CL A 892672106 44,769 965,891 SH   DFND   0 965,891 0
TREX CO INC COM 89531P105 50,948 566,849 SH   DFND   0 566,849 0
TYLER TECHNOLOGIES INC COM 902252105 60,982 203,259 SH   DFND   0 203,259 0
UNITED PARCEL SERVICE INC CL B 911312106 102 869 SH   DFND   0 869 0
VARIAN MED SYS INC COM 92220P105 5,127 36,100 SH   DFND   0 36,100 0
VARONIS SYS INC COM 922280102 6,839 88,003 SH   DFND   0 88,003 0
VEEVA SYS INC CL A COM 922475108 6,173 43,886 SH   DFND   0 43,886 0
VERISK ANALYTICS INC COM 92345Y106 58,851 394,073 SH   DFND   0 394,073 0
WEX INC COM 96208T104 61,551 293,857 SH   DFND   0 293,857 0
WINGSTOP INC COM 974155103 47,482 550,644 SH   DFND   0 550,644 0
XILINX INC COM 983919101 6,984 71,430 SH   DFND   0 71,430 0
MIMECAST LTD ORD SHS G14838109 11,245 259,230 SH   DFND   0 259,230 0
ICON PLC SHS G4705A100 101,225 587,731 SH   DFND   0 587,731 0
IHS MARKIT LTD SHS G47567105 32,129 426,401 SH   DFND   0 426,401 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3,684 68,379 SH   DFND   0 68,379 0
GLOBANT S A COM L44385109 24,491 230,936 SH   DFND   0 230,936 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,285 48,714 SH   DFND   0 48,714 0
CYBERARK SOFTWARE LTD SHS M2682V108 38,031 326,220 SH   DFND   0 326,220 0
KORNIT DIGITAL LTD SHS M6372Q113 48,125 1,405,916 SH   DFND   0 1,405,916 0
CORE LABORATORIES N V COM N22717107 17,616 467,652 SH   DFND   0 467,652 0
NXP SEMICONDUCTORS N V COM N6596X109 3,565 28,013 SH   DFND   0 28,013 0
QIAGEN NV SHS NEW N72482123 5,482 162,199 SH   DFND   0 162,199 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 8,808 523,038 SH   DFND   0 523,038 0