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 60,724 487,037 SH   DFND 01 02 BA 0 480,249 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 10,336 446,275 SH   DFND 01 02 0 446,275 0
ABBOTT LABS COM 002824100 1,701 15,631 SH   DFND BA 0 15,631 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 1,758 164,900 SH   DFND 2 0 164,900 0
ACCELERON PHARMA INC COM 00434H108 99,643 885,475 SH   DFND 01 02 BA 0 876,281 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 932 4,124 SH   DFND 02 BA 0 4,124 0
ACCOLADE INC COM 00437E102 10,066 258,963 SH   DFND 2 0 258,963 0
ACTIVISION BLIZZARD INC COM 00507V109 65,771 812,486 SH   DFND 01 02 0 812,486 0
ACUTUS MED INC COM 005111109 8,642 290,000 SH   DFND 2 0 290,000 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 25,216 518,525 SH   DFND 01 02 BA 0 490,482 28,043
ADOBE SYS INC COM 00724F101 16,276 33,187 SH   DFND 01 02 0 33,187 0
ADVANCED ENERGY INDS COM 007973100 18,882 300,000 SH   DFND 2 0 300,000 0
AFYA LTD COM G01125106 84,805 3,113,236 SH   DFND 01 02 0 2,983,055 130,181
AGILENT TECHNOLOGIES INC COM 00846U101 5,305 52,559 SH   DFND 2 0 52,559 0
AGORA INC ADS 00851L103 931 21,666 SH   DFND 2 0 21,666 0
ALBANY INTL CORP CL A 012348108 6 115 SH   DFND 1 0 115 0
Alector Inc COM 014442107 307 29,174 SH   DFND 1 0 29,174 0
ALEXANDERS INC COM 014752109 1,226 5,000 SH   DFND 1 5,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 202,123 1,263,269 SH   DFND 01 02 BA 0 1,180,947 65,954
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 614,503 2,090,289 SH   DFND BC 01 02 BA 0 1,976,125 114,164
ALIGN TECHNOLOGY INC COM 016255101 5,177 15,815 SH   DFND 1 0 15,815 0
ALPHABET INC CL A 02079K305 3,956 2,699 SH   DFND 01 02 0 2,699 0
ALPHABET INC CL C 02079K107 110,088 74,910 SH   DFND 01 02 0 74,910 0
ALTAIR ENGR INC COM CL A 021369103 77,141 1,837,556 SH   DFND 01 02 0 1,783,686 53,870
AMAZON COM INC COM 023135106 229,240 72,804 SH   DFND BC 01 02 0 72,804 0
AMERICAN ASSETS TRUST INC COM 024013104 20,609 855,500 SH   DFND 2 0 831,500 24,000
AMERICAN HOMES 4 RENT CL A 02665T306 20,384 715,716 SH   DFND 01 02 0 615,716 100,000
AMERICAN TOWER CORP COM 03027X100 23,493 97,186 SH   DFND 01 02 0 97,186 0
AMERICAN WELL CORP CL A 03044L105 92,308 3,114,318 SH   DFND 01 02 BA 0 2,962,125 152,193
AMERICOLD RLTY TR COM 03064D108 146,878 4,108,489 SH   DFND 01 02 0 4,040,757 0
AMPHENOL CORP NEW COM 032095101 56,293 519,936 SH   DFND 01 02 0 482,350 0
ANSYS INC COM 03662Q105 779,818 2,383,087 SH   DFND 01 02 0 2,246,167 95,000
APPLIED THERAPEUTICS INC COM 03828A101 2,711 130,591 SH   DFND 02 BA 0 130,591 0
ARCH CAP GROUP LTD ORD G0450A105 621,717 21,255,266 SH   DFND 01 02 0 20,471,564 617,000
ARCO PLATFORM LTD COM CL A G04553106 25,769 630,967 SH   DFND 2 0 630,967 0
ARGENX SE SPONSORED ADR 04016X101 77,639 295,744 SH   DFND 01 02 BA 0 289,916 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 15,993 371,421 SH   DFND 01 02 BA 0 352,717 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 149 3,819 SH   DFND 1 0 3,819 0
ASGN INC COM 00191U102 105,306 1,656,800 SH   DFND 01 02 0 1,656,800 0
ASML HOLDING N V NY REG SHS N07059210 15,697 42,507 SH   DFND 01 02 0 42,507 0
ASPEN TECHNOLOGY INC COM 045327103 158,752 1,254,063 SH   DFND 01 02 0 1,223,258 0
ASTRAZENECA PLC SPONSORED ADR 046353108 18,093 330,165 SH   DFND 01 02 BA 0 330,165 0
AVALARA INC COM 05338G106 5,667 44,500 SH   DFND 2 0 44,500 0
AVIENT CORPORATION COM 05368V106 47,628 1,800,000 SH   DFND 2 0 1,800,000 0
AXOGEN INC COM 05463X106 5,874 505,084 SH   DFND 2 0 505,084 0
AXONICS MODULATION TECHNOLOG COM 05465P101 62,829 1,230,982 SH   DFND 2 0 1,230,982 0
AZEK CO INC CL A 05478C105 49,547 1,423,345 SH   DFND 01 02 0 1,423,345 0
BERKELEY LTS INC COM 084310101 3,818 50,000 SH   DFND 2 0 50,000 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 38,656 800,000 SH   DFND 2 0 800,000 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 10,091 121,136 SH   DFND 2 0 121,136 0
BILL COM HLDGS INC COM 090043100 17,423 173,687 SH   DFND 02 BA 0 173,687 0
BIO TECHNE CORP COM 09073M104 370,422 1,495,267 SH   DFND 01 02 BA 0 1,414,512 51,523
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 10,029 154,275 SH   DFND 02 BA 0 154,275 0
BLACKROCK INC COM 09247X101 185 328 SH   DFND 2 0 328 0
BOOKING HLDGS INC COM 09857L108 39,084 22,847 SH   DFND 01 02 0 21,440 0
BOSTON PROPERTIES INC COM 101121101 35 435 SH   DFND 2 0 435 0
BOYD GAMING CORP COM 103304101 48,680 1,586,170 SH   DFND 01 02 0 1,586,170 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 420,170 2,763,550 SH   DFND 01 02 0 2,641,646 100,500
BRIGHTVIEW HLDGS INC COM 10948C107 22,349 1,960,475 SH   DFND 01 02 0 1,910,585 49,890
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 61,777 1,868,628 SH   DFND 01 02 0 1,868,628 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 177 3,724 SH   DFND 2 0 3,724 0
BROOKFIELD PROPERTY PARTRS L UNIT LTD PARTN G16249107 54 4,485 SH   DFND 2 0 4,485 0
BRP GROUP INC COM CL A 05589G102 77,844 3,125,007 SH   DFND 2 0 3,125,007 0
BWX TECHNOLOGIES INC COM 05605H100 33,709 598,627 SH   DFND 01 02 0 558,561 0
CANTEL MEDICAL CORP COM 138098108 7,689 175,000 SH   DFND 2 0 175,000 0
CAREDX INC COM 14167L103 30,011 791,023 SH   DFND 2 0 791,023 0
CARMAX INC COM 143130102 6,477 70,474 SH   DFND 1 0 70,474 0
CBRE GROUP INC CL A 12504L109 56,366 1,200,046 SH   DFND 01 02 0 1,126,579 0
CDW CORP COM 12514G108 55,706 466,040 SH   DFND 01 02 0 435,796 0
CERIDIAN HCM HLDG INC COM 15677J108 237,181 2,869,703 SH   DFND 01 02 BA 0 2,747,564 0
CERUS CORP COM 157085101 9,578 1,529,967 SH   DFND 2 0 1,529,967 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 358 574 SH   DFND 2 0 574 0
CHOICE HOTELS INTL INC COM 169905106 404,591 4,706,734 SH   DFND 01 02 20,000 4,329,574 320,000
CLARIVATE ANALYTICS PLC COM G21810109 201,411 6,499,216 SH   DFND 01 02 0 6,384,733 0
CLOUDFLARE INC CL A COM 18915M107 14,206 345,988 SH   DFND 2 0 345,988 0
CME GROUP INC COM 12572Q105 9,893 59,128 SH   DFND 01 02 BA 0 59,128 0
COGNEX CORP COM 192422103 78,120 1,200,000 SH   DFND 2 0 1,200,000 0
COHEN & STEERS INC COM 19247A100 140,273 2,516,555 SH   DFND 01 02 0 2,351,555 165,000
COLONY CAP INC NEW CL A COM 19626G108 546 200,031 SH   DFND 01 02 0 200,031 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONSTELLATION BRANDS INC COM 21036P108 260 1,374 SH   DFND 2 0 1,374 0
CORESITE RLTY CORP COM 21870Q105 72 605 SH   DFND 2 0 605 0
COSTAR GROUP INC COM 22160N109 1,699,541 2,002,971 SH   DFND 01 02 BA 0 1,929,830 57,700
COSTCO WHSL CORP NEW COM 22160K105 226 638 SH   DFND 2 0 638 0
CROWDSTRIKE HLDGS INC COM 22788C105 50,069 364,613 SH   DFND BC 01 02 0 364,613 0
CROWN CASTLE INTL CORP NEW COM 22822V101 140 840 SH   DFND 2 0 840 0
CRYOPORT INC COM PAR $0.001 229050307 10,579 223,191 SH   DFND 02 BA 0 223,191 0
D R HORTON INC COM 23331A109 26,167 345,993 SH   DFND 01 02 0 345,993 0
DANAHER CORP DEL COM 235851102 724 3,360 SH   DFND 2 0 3,360 0
DATADOG INC CL A COM 23804L103 31,390 307,263 SH   DFND 01 02 0 307,263 0
DENALI THERAPEUTICS INC COM 24823R105 34,333 958,206 SH   DFND 01 02 0 908,911 49,295
DEXCOM INC COM 252131107 171,733 416,596 SH   DFND 01 02 BA 0 405,402 0
DICERNA PHARMACEUTICALS INC COM 253031108 205 11,405 SH   DFND BA 0 11,405 0
DIGITAL RLTY TR INC COM 253868103 16,818 114,595 SH   DFND 01 02 0 114,595 0
DOUGLAS EMMETT INC COM 25960P109 144,756 5,767,164 SH   DFND 01 02 0 5,461,664 305,500
DR REDDYS LABS LTD ADR 256135203 31,343 450,592 SH   DFND 01 02 0 414,057 36,535
DRAFTKINGS INC COM CL A 26142R104 66,542 1,130,900 SH   DFND 01 02 0 1,130,900 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 4,900 400,000 SH   DFND BC 02 0 400,000 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 363 8,000 SH   DFND BA 0 8,000 0
DUKE REALTY CORP COM 264411505 88 2,397 SH   DFND 2 0 2,397 0
DYNATRACE INC COM 268150109 27,094 660,510 SH   DFND 2 0 660,510 0
ECOLAB INC COM 278865100 146 732 SH   DFND 2 0 732 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,577 94,926 SH   DFND 01 02 BA 0 94,926 0
ELECTRONIC ARTS INC COM 285512109 12,717 97,518 SH   DFND 01 02 0 97,518 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 21,699 210,000 SH   DFND 2 0 210,000 0
ENDAVA PLC ADS 29260V105 144,822 2,293,309 SH   DFND BC 01 02 BA 0 2,293,309 0
ENVESTNET INC COM 29404K106 3,458 44,810 SH   DFND 01 02 0 44,810 0
EPAM SYS INC COM 29414B104 59,048 182,652 SH   DFND 01 02 BA 0 182,652 0
EQUINIX INC COM 29444U700 171,867 226,102 SH   DFND 01 02 0 217,206 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 9,609 156,748 SH   DFND 01 02 0 156,748 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 69 1,345 SH   DFND 2 0 1,345 0
ESCO TECHNOLOGIES INC COM 296315104 6,976 86,600 SH   DFND 2 0 86,600 0
ESPERION THERAPEUTICS INC COM 29664W105 12,396 333,500 SH   DFND 2 0 333,500 0
ESSENT GROUP LTD COM G3198U102 27,720 748,991 SH   DFND 01 02 0 709,991 39,000
EVERBRIDGE INC COM 29978A104 13,516 107,500 SH   DFND 2 0 107,500 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 73 6,071 SH   DFND 2 0 6,071 0
FACEBOOK INC. CL A 30303M102 124,971 477,171 SH   DFND BC 01 02 0 477,171 0
FACTSET RESH SYS INC COM 303075105 912,998 2,726,345 SH   DFND 01 02 0 2,580,019 120,000
FAIR ISAAC CORP COM 303250104 45,570 107,128 SH   DFND 01 02 BA 0 98,081 0
FASTENAL CO COM 311900104 3,288 72,920 SH   DFND 1 0 72,920 0
FIDELITY NATL INFORMATION SV COM 31620M106 148,316 1,007,516 SH   DFND 01 02 BA 0 952,553 0
FINTECH ACQUISITION CORP III COM CL A 31811A101 25,899 2,512,000 SH   DFND 02 BA 0 2,512,000 0
FIRST REP BK SAN FRAN CALI N CL A 33616C100 39,741 364,392 SH   DFND 01 02 0 340,609 0
FIVERR INTL LTD ORD SHS M4R82T106 76,981 553,900 SH   DFND BC 02 0 553,900 0
FLEETCOR TECHNOLOGIES INC COM 339041105 58,703 246,546 SH   DFND 01 02 BA 0 231,727 0
FLOOR & DECOR HLDGS INC CL A 339750101 158,384 2,117,432 SH   DFND 01 02 0 2,117,432 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 32,372 576,117 SH   DFND 01 02 0 529,862 46,255
FORESTAR GROUP INC COM 346232101 558 31,500 SH   DFND 1 0 31,500 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 9,650 111,536 SH   DFND 01 02 0 111,536 0
GAMING & LEISURE PPTYS INC COM 36467J108 332,356 8,999,610 SH   DFND 01 02 0 8,560,321 439,289
GARTNER INC COM 366651107 705,924 5,649,648 SH   DFND 01 02 0 5,402,896 129,000
GCI LIBERTY INC CL A 36164V305 3,845 46,911 SH   DFND 01 02 0 46,911 0
GDS HLDGS LTD SPONSORED ADR 36165L108 358,097 4,376,110 SH   DFND BC 01 02 0 4,224,453 99,450
GLOBAL PMTS INC COM 37940X102 320 1,800 SH   DFND BA 0 1,800 0
GLOBANT S A COM L44385109 13,777 76,873 SH   DFND 2 0 76,873 0
GOLAR LNG LTD BERMUDA SHS G9456A100 21,863 3,610,657 SH   DFND 01 02 0 3,345,376 265,281
GOODRX HLDGS INC COM CL A 38246G108 86,680 1,558,997 SH   DFND BC 01 02 BA 0 1,522,477 0
GRID DYNAMICS HLDGS INC COM CL A 39813G109 16,233 2,100,000 SH   DFND 2 0 2,100,000 0
GUARDANT HEALTH INC COM 40131M109 118,349 1,058,765 SH   DFND 01 02 BA 0 1,028,790 0
GUIDEWIRE SOFTWARE INC COM 40171V100 592,685 5,684,136 SH   DFND 01 02 BA 0 5,411,687 170,000
HEALTHEQUITY INC COM 42226A107 54,115 1,053,436 SH   DFND 01 02 BA 0 1,053,436 0
HEICO CORP NEW CL A 422806208 21,541 242,966 SH   DFND 01 02 0 242,966 0
HEICO CORP NEW COM 422806109 13,186 125,993 SH   DFND 01 02 0 125,993 0
HELIOS TECHNOLOGIES INC COM 42328H109 11,830 325,000 SH   DFND 2 0 325,000 0
HILTON GRAND VACATIONS INC COM 43283X105 13,208 629,574 SH   DFND 01 02 0 629,574 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 8,152 95,543 SH   DFND 01 02 0 95,543 0
HOME DEPOT INC COM 437076102 18,555 66,816 SH   DFND 01 02 2,000 64,816 0
HOST HOTELS & RESORTS INC COM 44107P104 70 6,531 SH   DFND 2 0 6,531 0
HOULIHAN LOKEY INC CL A 441593100 77,040 1,304,665 SH   DFND 01 02 BA 0 1,271,540 33,125
HUMANA INC COM 444859102 1,304 3,150 SH   DFND BA 0 3,150 0
HYATT HOTELS CORP COM CL A 448579102 262,246 4,913,741 SH   DFND 01 02 0 4,567,624 309,000
ICHOR HOLDINGS SHS G4740B105 7,334 340,000 SH   DFND 2 0 340,000 0
ICON PLC SHS G4705A100 120,276 629,423 SH   DFND 01 02 BA 0 629,423 0
IDEX CORP COM 45167R104 86,699 475,299 SH   DFND 01 02 0 443,802 0
IDEXX LABS INC COM 45168D104 1,273,751 3,240,189 SH   DFND 01 02 BA 0 3,079,278 96,700
IHS MARKIT LTD SHS G47567105 871 11,088 SH   DFND 02 BA 0 11,088 0
ILLUMINA INC COM 452327109 162,175 524,701 SH   DFND 01 02 BA 0 501,895 0
INARI MED INC COM 45332Y109 6,372 92,323 SH   DFND 02 BA 0 92,323 0
INOGEN INC COM 45780L104 10,440 360,000 SH   DFND 2 0 360,000 0
INSPIRE MED SYS INC COM 457730109 48,256 373,935 SH   DFND 02 BA 0 373,935 0
INSTALLED BLDG PRODS INC COM 45780R101 210,237 2,066,215 SH   DFND 01 02 0 2,066,215 0
INSULET CORP COM 45784P101 399 1,685 SH   DFND BA 0 1,685 0
INTUIT COM 461202103 581 1,780 SH   DFND BA 0 1,780 0
INTUITIVE SURGICAL INC COM 46120E602 33,641 47,412 SH   DFND 01 02 BA 0 47,412 0
INVITAE CORP COM 46185L103 61 1,403 SH   DFND BC 0 1,403 0
INVITATION HOMES INC COM 46187W107 15,286 546,135 SH   DFND 01 02 0 546,135 0
IQVIA HLDGS INC COM 46266C105 946 5,999 SH   DFND 02 BA 0 5,999 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 331,372 12,954,334 SH   DFND 01 02 0 12,166,834 787,500
HENRY JACK & ASSOC INC COM 426281101 285 1,750 SH   DFND BA 0 1,750 0
JAMF HLDG CORP COM 47074L105 12,998 345,591 SH   DFND 2 0 345,591 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 68,761 748,300 SH   DFND 01 02 0 748,300 0
JONES LANG LASALLE INC COM 48020Q107 5,197 54,331 SH   DFND 01 02 0 54,331 0
KE HLDGS INC SPONSORED ADS 482497104 158 2,574 SH   DFND 2 0 2,574 0
KINSALE CAP GROUP INC COM 49714P108 357,637 1,880,518 SH   DFND BC 01 02 BA 0 1,789,718 90,800
KORNIT DIGITAL LTD SHS M6372Q113 15,407 237,500 SH   DFND 2 0 237,500 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 76,307 3,957,839 SH   DFND 2 0 3,957,839 0
LAIRD SUPERFOOD INC COM STK 50736T102 7,108 154,950 SH   DFND BC 02 0 154,950 0
LAS VEGAS SANDS CORP COM 517834107 12,878 275,987 SH   DFND 01 02 0 275,987 0
LENNAR CORP COM 526057104 30,371 371,831 SH   DFND 01 02 0 371,831 0
LEXINFINTECH HLDGS LTD ADR 528877103 19,539 2,852,457 SH   DFND 01 02 0 2,623,682 228,775
LI AUTO INC SPONSORED ADS 50202M102 36,266 2,085,454 SH   DFND 01 02 0 1,920,499 164,955
LIBERTY BROADBAND CORP COM SER A 530307107 14,181 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 102,810 719,602 SH   DFND 01 02 0 687,806 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,199 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 45,337 1,250,000 SH   DFND 2 0 1,250,000 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 33,080 1,000,000 SH   DFND 2 0 1,000,000 0
LITTELFUSE INC COM 537008104 27,760 156,536 SH   DFND 01 02 0 151,536 5,000
LOWES COS INC COM 548661107 20,983 126,510 SH   DFND 01 02 0 126,510 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 15,410 225,000 SH   DFND 2 0 225,000 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 33,858 225,000 SH   DFND 2 0 225,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 168,175 11,566,380 SH   DFND 01 02 0 11,129,880 436,500
MANHATTAN ASSOCS INC COM 562750109 5,071 53,100 SH   DFND 1 0 53,100 0
MARKETAXESS HLDGS INC COM 57060D108 149,544 310,521 SH   DFND 01 02 BA 0 290,324 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 238,088 2,621,830 SH   DFND 01 02 0 2,498,480 123,350
MASIMO CORP COM 574795100 212 900 SH   DFND BA 0 900 0
MASTERCARD INC CL A 57636Q104 38,322 113,321 SH   DFND 01 02 BA 0 113,321 0
MEDALLIA INC COM 584021109 6,855 250,000 SH   DFND 2 0 250,000 0
MERCADOLIBRE INC COM 58733R102 67,315 62,186 SH   DFND 01 02 0 62,186 0
MERCURY SYS INC COM 589378108 95,322 1,230,600 SH   DFND 2 0 1,230,600 0
METTLER TOLEDO INTERNATIONAL COM 592688105 422,992 437,993 SH   DFND 01 02 BA 0 415,902 6,905
MGM GROWTH PPTYS LLC CL A COM 55303A105 14,095 503,763 SH   DFND 01 02 0 503,763 0
MICROSOFT CORP COM 594918104 86,068 409,203 SH   DFND 01 02 0 409,203 0
MOELIS & CO CL A 60786M105 65,226 1,856,189 SH   DFND 01 02 0 1,807,189 49,000
MONTROSE ENVIRONMENTAL GROUP COM 615111101 13,101 550,000 SH   DFND 2 0 550,000 0
MOODYS CORP COM 615369105 1,196 4,125 SH   DFND 02 BA 0 4,125 0
MORNINGSTAR INC COM 617700109 215,520 1,341,882 SH   DFND 01 02 0 1,269,882 72,000
MSCI INC CL A 55354G100 804,668 2,255,362 SH   DFND 01 02 BA 0 2,127,557 122,700
NCINO INC COM 63947U107 690 8,656 SH   DFND 02 BA 0 8,656 0
NEOGEN CORP COM 640491106 64,214 820,620 SH   DFND 01 02 0 746,570 74,050
NETFLIX INC COM 64110L106 12,985 25,968 SH   DFND 01 02 0 25,968 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 25,355 263,679 SH   DFND 02 BA 0 263,679 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 19,417 2,544,882 SH   DFND 02 01 0 2,544,882 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 60,578 405,207 SH   DFND 01 02 0 372,524 32,683
NOVA MEASURING INSTRUMENTS L COM M7516K103 11,471 220,000 SH   DFND 2 0 220,000 0
NOVANTA INC COM 67000B104 1,099 10,431 SH   DFND 2 0 10,431 0
NVIDIA CORP COM 67066G104 18,176 33,584 SH   DFND BC 01 02 0 33,584 0
OKTA INC CL A 679295105 12,475 58,333 SH   DFND 2 0 58,333 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 83,323 953,899 SH   DFND 01 02 0 953,899 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 14,999 2,307,500 SH   DFND 2 0 2,307,500 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 30,661 3,106,507 SH   DFND 02 BA 0 3,106,507 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 98,902 2,622,697 SH   DFND 01 02 0 2,458,339 164,358
PAR TECHNOLOGY CORP COM 698884103 18,769 463,308 SH   DFND BC 02 0 463,308 0
PAYLOCITY HLDG CORP COM 70438V106 277 1,715 SH   DFND 1 0 1,715 0
PAYPAL HLDGS INC COM 70450Y103 25,481 129,328 SH   DFND 01 02 BA 0 129,328 0
PEBBLEBROOK HOTEL TR COM 70509V100 97 7,745 SH   DFND 2 0 7,745 0
PEGASYSTEMS INC COM 705573103 149,356 1,233,941 SH   DFND 01 02 0 1,233,941 0
PENN NATL GAMING INC COM 707569109 849,559 11,685,813 SH   DFND 01 02 0 11,070,313 615,500
PINDUODUO INC SPONSORED ADS 722304102 11,855 159,883 SH   DFND 2 0 159,883 0
PING IDENTITY HLDG CORP COM 72341T103 14,735 472,131 SH   DFND 2 0 472,131 0
PINTEREST INC CL A 72352L106 41,659 1,003,585 SH   DFND BC 01 02 0 965,209 0
PLANET FITNESS INC CL A 72703H101 49,296 800,000 SH   DFND 2 0 800,000 0
POOL CORPORATION COM 73278L105 10,987 32,842 SH   DFND 01 02 0 32,842 0
PRA HEALTH SCIENCES INC COM 69354M108 63,721 628,164 SH   DFND 01 02 0 628,164 0
PRIMERICA INC COM 74164M108 261,898 2,314,814 SH   DFND 01 02 0 2,190,814 124,000
PROGYNY INC COM 74340E103 12,016 408,279 SH   DFND 2 0 408,279 0
PROLOGIS INC COM 74340W103 21,767 216,327 SH   DFND 01 02 0 216,327 0
PROPTECH ACQUISITION CORP COM CL A 74349F101 4,881 438,535 SH   DFND 01 02 0 438,535 0
PTC THERAPEUTICS INC COM 69366J200 39,535 845,670 SH   DFND 01 02 BA 0 819,747 0
PURPLE INNOVATION INC COM 74640Y106 30,700 1,234,912 SH   DFND BC 02 0 1,234,912 0
QTS RLTY TR INC COM CL A 74736A103 114 1,802 SH   DFND 2 0 1,802 0
QUAKER CHEM CORP COM 747316107 17,971 100,000 SH   DFND 2 0 100,000 0
QUALCOMM INC COM 747525103 471 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 17,152 175,000 SH   DFND 2 0 175,000 0
RAVEN INDS INC COM 754212108 5,380 250,000 SH   DFND 2 0 250,000 0
RBC BEARINGS INC COM 75524B104 24,242 200,000 SH   DFND 2 0 200,000 0
RED ROCK RESORTS INC CL A 75700L108 113,588 6,642,580 SH   DFND 01 02 0 6,559,080 83,500
REDFIN CORP COM 75737F108 4,031 80,727 SH   DFND 01 02 0 80,727 0
REPAY HLDGS CORP COM CL A 76029L100 100,865 4,292,115 SH   DFND 2 0 4,292,115 0
REVANCE THERAPEUTICS INC COM 761330109 14,625 581,732 SH   DFND 2 0 581,732 0
REXFORD INDL RLTY INC COM 76169C100 40,163 877,696 SH   DFND 01 02 0 877,696 0
RINGCENTRAL INC CL A 76680R206 146,108 532,058 SH   DFND BC 01 02 0 515,104 0
ROBERT HALF INTL INC COM 770323103 5,358 101,211 SH   DFND 1 42,000 59,211 0
ROCKET COS INC COM CL A 77311W101 100 5,000 SH   DFND BA 0 5,000 0
ROLLINS INC COM 775711104 68,060 1,255,950 SH   DFND 01 02 0 1,181,952 0
ROPER INDUSTRIES INC NEW COM 776696106 122,329 309,607 SH   DFND 01 02 0 289,846 0
S&P GLOBAL INC COM 78409V104 17,602 48,814 SH   DFND 01 02 BA 0 48,814 0
SALESFORCE.COM INC COM 79466L302 11,911 47,395 SH   DFND 01 02 0 47,395 0
SANOFI SPONSORED ADR 80105N105 1,377 27,444 SH   DFND BA 0 27,444 0
SBA COMMUNICATIONS CORP COM 78410G104 301,219 945,802 SH   DFND 01 02 0 912,937 0
SCHRODINGER INC COM 80810D103 49,230 1,036,211 SH   DFND 01 02 BA 0 983,211 53,000
SEAWORLD ENTMT INC COM 81282V100 4,622 234,402 SH   DFND 01 02 0 234,402 0
SERVICENOW INC COM 81762P102 30,425 62,731 SH   DFND 01 02 0 62,731 0
SHIFT4 PMTS INC CL A 82452J109 27,060 559,563 SH   DFND BC 02 BA 0 559,563 0
SHOCKWAVE MED INC COM 82489T104 11,647 153,657 SH   DFND BC 02 BA 0 153,657 0
SHOPIFY INC CL A 82509L107 94,293 92,176 SH   DFND 01 02 0 92,176 0
SIENTRA INC COM 82621J105 6,172 1,815,363 SH   DFND 2 0 1,815,363 0
SILK ROAD MEDICAL INC COM 82710m100 99,193 1,475,870 SH   DFND 02 BA 0 1,475,870 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 158,911 1,303,084 SH   DFND 01 02 0 1,303,084 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 22,948 854,348 SH   DFND 01 02 0 854,348 0
SNAP INC CL A 83304A106 15,476 592,716 SH   DFND 01 02 0 592,716 0
SNOWFLAKE INC CL A 833445109 75,134 299,339 SH   DFND 01 02 0 299,339 0
SONY CORP ADR 835699307 4,452 58,001 SH   DFND 2 0 58,001 0
SPLUNK INC COM 848637104 71,154 378,217 SH   DFND 01 02 0 378,217 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,625 122,129 SH   DFND 01 02 0 122,129 0
SQUARE INC COM 852234103 3,754 23,094 SH   DFND BC 02 BA 0 23,094 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 298,454 4,931,501 SH   DFND 01 02 0 4,650,218 210,000
STONECO LTD COM CL A G85158106 93,129 1,760,798 SH   DFND 01 02 0 1,658,033 102,765
STORE CAP CORP COM 862121100 116 4,215 SH   DFND 2 0 4,215 0
SUMMIT MATLS INC CL A 86614U100 14,059 850,000 SH   DFND 2 0 850,000 0
SUN CMNTYS INC COM 866674104 163 1,161 SH   DFND 2 0 1,161 0
PRICE T ROWE GROUP INC COM 74144T108 42,308 329,968 SH   DFND 01 02 4,000 305,497 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 7,574 207,000 SH   DFND 2 0 207,000 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 230,629 2,844,816 SH   DFND 01 02 0 2,615,482 229,334
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,819 65,482 SH   DFND 01 02 0 65,482 0
TAL ED GROUP ADS REPSTG COM 874080104 40,386 531,109 SH   DFND BC 02 0 531,109 0
TAYLOR MORRISON HOME CORP COM 87724P106 12,593 512,117 SH   DFND 01 02 0 512,117 0
TE CONNECTIVITY LTD REG SHS H84989104 191 1,958 SH   DFND 2 0 1,958 0
TELADOC INC COM 87918A105 82,215 375,000 SH   DFND 2 0 375,000 0
TELEFLEX INC COM 879369106 73,922 217,149 SH   DFND 01 02 BA 0 203,672 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 33,428 2,263,268 SH   DFND 01 02 0 2,079,439 183,829
TERRENO RLTY CORP COM 88146M101 60 1,098 SH   DFND 2 0 1,098 0
TESLA MOTORS INC COM 88160R101 3,141,169 7,321,901 SH   DFND 01 02 1,147,500 6,021,901 152,500
TEXAS INSTRS INC COM 882508104 239 1,677 SH   DFND 2 0 1,677 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 67,834 2,749,675 SH   DFND 01 02 0 2,605,675 144,000
SCHWAB CHARLES CORP NEW COM 808513105 246,126 6,793,433 SH   DFND 01 02 187,250 6,282,332 201,000
CHEESECAKE FACTORY INC COM 163072101 46,187 1,665,000 SH   DFND 2 0 1,665,000 0
COOPER COS INC COM NEW 216648402 81,941 243,062 SH   DFND 01 02 0 227,136 0
LAUDER ESTEE COS INC COM 518439104 149 681 SH   DFND 2 0 681 0
GOLDMAN SACHS GROUP INC COM 38141G104 161 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 29 251 SH   DFND   251 0 0
PROCTER & GAMBLE CO COM 742718109 250 1,796 SH   DFND   1,796 0 0
THE REALREAL INC COM 88339P101 4,341 300,000 SH   DFND 2 0 300,000 0
SHERWIN WILLIAMS CO COM 824348106 12,609 18,097 SH   DFND 01 02 0 18,097 0
TORO CO COM 891092108 45,819 545,795 SH   DFND 01 02 0 508,603 0
THE TRADE DESK INC COM CL A 88339J105 182,531 351,846 SH   DFND 01 02 0 346,097 0
THERAPEUTICSMD INC COM 88338N107 6,054 3,831,500 SH   DFND 2 0 3,831,500 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,771 4,011 SH   DFND 02 BA 0 4,011 0
TIFFANY & CO NEW COM 886547108 348 3,000 SH   DFND   3,000 0 0
TOLL BROTHERS INC COM 889478103 15,475 318,016 SH   DFND 01 02 0 318,016 0
TOWER SEMICONDUCTOR LTD COM M87915274 4,276 234,710 SH   DFND 2 0 234,710 0
TPI COMPOSITES INC COM 87266J104 20,475 707,000 SH   DFND 2 0 707,000 0
TRADEWEB MKTS INC CL A 892672106 21,381 368,632 SH   DFND 01 02 BA 0 346,601 0
TRANSDIGM GROUP INC COM 893641100 59,390 125,000 SH   DFND 2 0 125,000 0
TRANSUNION COM 89400J107 140,099 1,665,267 SH   DFND 01 02 BA 0 1,563,930 0
TREX CO INC COM 89531P105 321,596 4,491,567 SH   DFND 01 02 0 4,319,567 172,000
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 92 6,471 SH   DFND BA 0 6,471 0
TWILIO INC CL A 90138F102 56,235 227,588 SH   DFND 01 02 0 227,588 0
UNITEDHEALTH GROUP INC COM 91324P102 2,619 8,402 SH   DFND 02 BA 0 8,402 0
UTZ BRANDS INC COM CL A 918090101 95,765 5,350,000 SH   DFND 2 0 5,350,000 0
VAIL RESORTS INC COM 91879Q109 962,194 4,496,866 SH   DFND 01 02 0 4,213,366 241,212
VARONIS SYS INC COM 922280102 16,967 147,000 SH   DFND 2 0 147,000 0
VEEVA SYS INC CL A COM 922475108 223,969 796,505 SH   DFND 01 02 BA 0 765,393 0
VERACYTE INC COM 92337F107 16,868 519,190 SH   DFND 2 0 519,190 0
VERISIGN INC COM 92343E102 145,478 710,167 SH   DFND 01 02 0 663,354 0
VERISK ANALYTICS INC CL A 92345Y106 261,802 1,412,778 SH   DFND 01 02 BA 0 1,323,352 0
VERTEX PHARMACEUTICALS INC COM 92532F100 22,681 83,351 SH   DFND 01 02 BA 0 83,351 0
VERTIV HOLDINGS CO COM CL A 92537N108 121,240 7,000,000 SH   DFND 2 0 7,000,000 0
VIEWRAY INC COM 92672L107 6,947 1,985,000 SH   DFND 2 0 1,985,000 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 2,884 150,000 SH   DFND 2 0 150,000 0
VISA INC COM CL A 92826C839 29,944 149,744 SH   DFND 01 02 BA 0 149,744 0
VITAL FARMS INC COM 92847W103 18,238 450,000 SH   DFND 2 0 450,000 0
VROOM INC COM 92918V109 15,535 300,014 SH   DFND BC 02 0 300,014 0
VULCAN MATLS CO COM 929160109 10,958 80,847 SH   DFND 01 02 0 80,847 0
WASTE CONNECTIONS INC COM 94106B101 80,964 780,000 SH   DFND 2 0 780,000 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 395,600 1,439,068 SH   DFND 01 02 BA 0 1,360,435 37,520
WEX INC COM 96208T104 52,114 375,000 SH   DFND 2 0 375,000 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 16,680 2,000,000 SH   DFND 2 0 2,000,000 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 69,801 334,264 SH   DFND 01 02 0 308,152 0
WINGSTOP INC COM 974155103 1,366 10,000 SH   DFND 2 0 10,000 0
WIX COM LTD SHS M98068105 441,621 1,732,866 SH   DFND BC 01 02 0 1,678,035 21,100
WW INTL INC COM 98262P101 106 5,617 SH   DFND 1 0 5,617 0
WYNN RESORTS LTD COM 983134107 38,159 531,390 SH   DFND 01 02 0 531,390 0
XP INC COM G98239109 62,868 1,507,981 SH   DFND 01 02 0 1,391,402 116,579
YANDEX N V SHS CLASS A N97284108 74,582 1,143,024 SH   DFND 01 02 0 1,050,778 92,246
YEXT INC COM 98585N106 2,277 150,000 SH   DFND 2 0 150,000 0
YUCAIPA ACQUISITION CORP COM G9879L105 6,023 590,500 SH   DFND 2 0 555,000 35,500
YUM CHINA HLDGS INC COM 98850P109 39,874 753,049 SH   DFND 01 02 0 692,336 60,713
ZAI LAB LTD ADR 98887Q104 168,269 2,023,192 SH   DFND 01 02 BA 0 1,892,373 130,819
ZILLOW GROUP INC CL A 98954M101 312,723 3,079,799 SH   DFND BC 01 02 0 2,986,974 92,825
ZILLOW GROUP INC CL C CAP STK 98954M200 205,323 2,021,097 SH   DFND 01 02 0 1,914,113 0
ZOETIS INC CL A 98978V103 410 2,478 SH   DFND BA 0 2,478 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,716 18,541 SH   DFND 01 02 0 18,541 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 171,030 3,978,372 SH   DFND BC 01 02 BA 0 3,837,628 0
ZSCALER INC COM 98980G102 14,500 103,062 SH   DFND 2 0 103,062 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 32,464 1,085,032 SH   DFND 01 02 0 999,225 85,807