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 22,600 2,036,910 SH   DFND   0 2,036,910 0
AARONS INC COM PAR $0.50 002535300 96,010 1,694,799 SH   DFND   0 1,694,799 0
ABIOMED INC COM 003654100 4,936 17,814 SH   DFND   0 17,814 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 48,149 1,633,276 SH   DFND   0 1,633,276 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 194 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 21,489 358,085 SH   DFND   0 358,085 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,899 34,069 SH   DFND   0 34,069 0
ALIGN TECHNOLOGY INC COM 016255101 25,713 78,546 SH   DFND   0 78,546 0
AMAZON COM INC COM 023135106 157 50 SH   DFND   0 50 0
ANSYS INC COM 03662Q105 35,242 107,697 SH   DFND   0 107,697 0
ASPEN TECHNOLOGY INC COM 045327103 51,848 409,572 SH   DFND   0 409,572 0
AUTODESK INC COM 052769106 12,414 53,738 SH   DFND   0 53,738 0
AXON ENTERPRISE INC COM 05464C101 69,450 765,706 SH   DFND   0 765,706 0
AZEK CO INC CL A 05478C105 39,205 1,126,267 SH   DFND   0 1,126,267 0
BALCHEM CORP COM 057665200 32,772 335,674 SH   DFND   0 335,674 0
BIOTELEMETRY INC COM 090672106 47,807 1,048,858 SH   DFND   0 1,048,858 0
BIO-TECHNE CORP COM 09073M104 42,565 171,820 SH   DFND   0 171,820 0
BOINGO WIRELESS INC COM 09739C102 10,767 1,056,107 SH   DFND   0 1,056,107 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 58,792 386,687 SH   DFND   0 386,687 0
BROWN FORMAN CORP CL B 115637209 7,444 98,826 SH   DFND   0 98,826 0
BURLINGTON STORES INC COM 122017106 39,336 190,866 SH   DFND   0 190,866 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,827 57,026 SH   DFND   0 57,026 0
CME GROUP INC COM 12572Q105 118 706 SH   DFND   0 706 0
CABOT OIL & GAS CORP COM 127097103 19,390 1,116,919 SH   DFND   0 1,116,919 0
CADENCE DESIGN SYSTEM INC COM 127387108 77,002 722,143 SH   DFND   0 722,143 0
CALAVO GROWERS INC COM 128246105 54,720 825,709 SH   DFND   0 825,709 0
CERNER CORP COM 156782104 34,371 475,461 SH   DFND   0 475,461 0
CHEGG INC COM 163092109 68,569 959,810 SH   DFND   0 959,810 0
CIENA CORP COM NEW 171779309 14,725 370,991 SH   DFND   0 370,991 0
COGNEX CORP COM 192422103 53,424 820,643 SH   DFND   0 820,643 0
COPART INC COM 217204106 13,151 125,058 SH   DFND   0 125,058 0
COSTAR GROUP INC COM 22160N109 49,242 58,033 SH   DFND   0 58,033 0
COUPA SOFTWARE INC COM 22266L106 19,632 71,588 SH   DFND   0 71,588 0
DEXCOM INC COM 252131107 79,453 192,740 SH   DFND   0 192,740 0
DOCUSIGN INC COM 256163106 71,684 333,041 SH   DFND   0 333,041 0
DOLLAR TREE INC COM 256746108 34,958 382,721 SH   DFND   0 382,721 0
DOMINOS PIZZA INC COM 25754A201 60,460 142,165 SH   DFND   0 142,165 0
DROPBOX INC CL A 26210C104 4,188 217,465 SH   DFND   0 217,465 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 13,978 542,407 SH   DFND   0 542,407 0
EHEALTH INC COM 28238P109 4,088 51,745 SH   DFND   0 51,745 0
8X8 INC NEW COM 282914100 21,147 1,359,966 SH   DFND   0 1,359,966 0
ELECTRONIC ARTS INC COM 285512109 40,406 309,840 SH   DFND   0 309,840 0
ENCORE CAP GROUP INC COM 292554102 56,364 1,460,588 SH   DFND   0 1,460,588 0
ENVESTNET INC COM 29404K106 81,911 1,061,568 SH   DFND   0 1,061,568 0
EXELIXIS INC COM 30161Q104 35,331 1,445,034 SH   DFND   0 1,445,034 0
EZCORP INC CL A NON VTG 302301106 12,531 2,491,199 SH   DFND   0 2,491,199 0
FLIR SYS INC COM 302445101 3,490 97,341 SH   DFND   0 97,341 0
FASTENAL CO COM 311900104 6,474 143,581 SH   DFND   0 143,581 0
FIREEYE INC COM 31816Q101 13,631 1,104,171 SH   DFND   0 1,104,171 0
FIRSTCASH INC COM 33767D105 53,887 941,912 SH   DFND   0 941,912 0
FISERV INC COM 337738108 7,376 71,581 SH   DFND   0 71,581 0
FIVE9 INC COM 338307101 63,089 486,495 SH   DFND   0 486,495 0
FLOOR & DECOR HLDGS INC CL A 339750101 62,243 832,131 SH   DFND   0 832,131 0
FORTINET INC COM 34959E109 25,419 215,763 SH   DFND   0 215,763 0
FOX FACTORY HLDG CORP COM 35138V102 14,541 195,632 SH   DFND   0 195,632 0
GLOBAL PMTS INC COM 37940X102 11,324 63,770 SH   DFND   0 63,770 0
GUIDEWIRE SOFTWARE INC COM 40171V100 30,101 288,681 SH   DFND   0 288,681 0
HMS HLDGS CORP COM 40425J101 35,624 1,487,447 SH   DFND   0 1,487,447 0
HALOZYME THERAPEUTICS INC COM 40637H109 7,067 268,898 SH   DFND   0 268,898 0
HEALTHSTREAM INC COM 42222N103 8,170 407,097 SH   DFND   0 407,097 0
HEALTHEQUITY INC COM 42226A107 38,829 755,862 SH   DFND   0 755,862 0
HEICO CORP NEW CL A 422806208 48,829 550,740 SH   DFND   0 550,740 0
HOLOGIC INC COM 436440101 50,919 766,041 SH   DFND   0 766,041 0
HUB GROUP INC CL A 443320106 17,080 340,268 SH   DFND   0 340,268 0
HUNT J B TRANS SVCS INC COM 445658107 23,089 182,693 SH   DFND   0 182,693 0
IAC INTERACTIVECORP NEW COM 44891N109 37,626 314,126 SH   DFND   0 314,126 0
IPG PHOTONICS CORP COM 44980X109 24,702 145,329 SH   DFND   0 145,329 0
IDEXX LABS INC COM 45168D104 88,623 225,440 SH   DFND   0 225,440 0
ILLUMINA INC COM 452327109 30,373 98,268 SH   DFND   0 98,268 0
INPHI CORP COM 45772F107 18,828 167,735 SH   DFND   0 167,735 0
INSULET CORP COM 45784P101 29,575 125,007 SH   DFND   0 125,007 0
INTUITIVE SURGICAL INC COM NEW 46120E602 23,516 33,142 SH   DFND   0 33,142 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,923 59,963 SH   DFND   0 59,963 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 62,972 3,266,180 SH   DFND   0 3,266,180 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,473 38,115 SH   DFND   0 38,115 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 56,678 594,612 SH   DFND   0 594,612 0
LIMONEIRA CO COM 532746104 7,532 526,713 SH   DFND   0 526,713 0
LINDSAY CORP COM 535555106 9,665 99,968 SH   DFND   0 99,968 0
LIVE NATION ENTERTAINMENT IN COM 538034109 48,558 901,227 SH   DFND   0 901,227 0
LULULEMON ATHLETICA INC COM 550021109 20,211 61,362 SH   DFND   0 61,362 0
MGP INGREDIENTS INC NEW COM 55303J106 13,920 350,267 SH   DFND   0 350,267 0
MANHATTAN ASSOCS INC COM 562750109 73,043 764,925 SH   DFND   0 764,925 0
MARKETAXESS HLDGS INC COM 57060D108 86,835 180,310 SH   DFND   0 180,310 0
MASTERCARD INCORPORATED CL A 57636Q104 145 430 SH   DFND   0 430 0
MATCH GROUP INC NEW COM 57667L107 59,406 536,880 SH   DFND   0 536,880 0
MAXIMUS INC COM 577933104 9,440 137,998 SH   DFND   0 137,998 0
MERCADOLIBRE INC COM 58733R102 45,327 41,873 SH   DFND   0 41,873 0
MERCURY SYS INC COM 589378108 52,096 672,557 SH   DFND   0 672,557 0
MICROSOFT CORP COM 594918104 400 1,903 SH   DFND   0 1,903 0
MICROCHIP TECHNOLOGY INC. COM 595017104 48,922 476,081 SH   DFND   0 476,081 0
MONSTER BEVERAGE CORP NEW COM 61174X109 41,512 517,600 SH   DFND   0 517,600 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 8,029 337,061 SH   DFND   0 337,061 0
NATIONAL INSTRS CORP COM 636518102 36,901 1,033,633 SH   DFND   0 1,033,633 0
NEOGEN CORP COM 640491106 40,255 514,447 SH   DFND   0 514,447 0
NETFLIX INC COM 64110L106 156 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 21,412 911,911 SH   DFND   0 911,911 0
NVIDIA CORPORATION COM 67066G104 40 74 SH   DFND   0 74 0
NUVASIVE INC COM 670704105 25,463 524,261 SH   DFND   0 524,261 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 79,767 913,186 SH   DFND   0 913,186 0
OMNICELL COM COM 68213N109 23,393 313,323 SH   DFND   0 313,323 0
PRA HEALTH SCIENCES INC COM 69354M108 54,218 534,480 SH   DFND   0 534,480 0
PRA GROUP INC COM 69354N106 68,223 1,707,709 SH   DFND   0 1,707,709 0
PTC INC COM 69370C100 33,367 403,376 SH   DFND   0 403,376 0
PACIRA BIOSCIENCES COM 695127100 60,020 998,338 SH   DFND   0 998,338 0
PALO ALTO NETWORKS INC COM 697435105 28,314 115,685 SH   DFND   0 115,685 0
PALOMAR HLDGS INC COM 69753M105 67,650 648,983 SH   DFND   0 648,983 0
PAPA JOHNS INTL INC COM 698813102 22,772 276,763 SH   DFND   0 276,763 0
PARSLEY ENERGY INC CL A 701877102 10,054 1,074,115 SH   DFND   0 1,074,115 0
PAYPAL HLDGS INC COM 70450Y103 298 1,511 SH   DFND   0 1,511 0
PENUMBRA INC COM 70975L107 55,696 286,531 SH   DFND   0 286,531 0
PIONEER NAT RES CO COM 723787107 2,047 23,803 SH   DFND   0 23,803 0
PIPER SANDLER COMPANIES COM 724078100 35,940 492,330 SH   DFND   0 492,330 0
POOL CORP COM 73278L105 26,967 80,609 SH   DFND   0 80,609 0
POWER INTEGRATIONS INC COM 739276103 43,044 776,970 SH   DFND   0 776,970 0
PROOFPOINT INC COM 743424103 60,502 573,207 SH   DFND   0 573,207 0
PROS HOLDINGS INC COM 74346Y103 31,932 999,736 SH   DFND   0 999,736 0
PROTO LABS INC COM 743713109 62,264 480,800 SH   DFND   0 480,800 0
Q2 HLDGS INC COM 74736L109 49,192 539,031 SH   DFND   0 539,031 0
QUALYS INC COM 74758T303 37,971 387,416 SH   DFND   0 387,416 0
RAPID7 INC COM 753422104 36,512 596,219 SH   DFND   0 596,219 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 44 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 12,441 102,641 SH   DFND   0 102,641 0
REPLIGEN CORP COM 759916109 99,035 671,245 SH   DFND   0 671,245 0
REPAY HLDGS CORP COM CL A 76029L100 27,201 1,157,481 SH   DFND   0 1,157,481 0
RESMED INC COM 761152107 50,569 294,981 SH   DFND   0 294,981 0
RINGCENTRAL INC CL A 76680R206 55,771 203,090 SH   DFND   0 203,090 0
ROCKWELL AUTOMATION INC COM 773903109 30,466 138,055 SH   DFND   0 138,055 0
ROKU INC COM CL A 77543R102 49,775 263,639 SH   DFND   0 263,639 0
ROPER TECHNOLOGIES INC COM 776696106 6,365 16,109 SH   DFND   0 16,109 0
ROSS STORES INC COM 778296103 7,273 77,936 SH   DFND   0 77,936 0
SPS COMMERCE INC COM 78463M107 21,710 278,794 SH   DFND   0 278,794 0
SVB FINANCIAL GROUP COM 78486Q101 38,012 157,977 SH   DFND   0 157,977 0
SALESFORCE COM INC COM 79466L302 171 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 4,235 72,043 SH   DFND   0 72,043 0
SEMTECH CORP COM 816850101 63,703 1,202,851 SH   DFND   0 1,202,851 0
SHOPIFY INC CL A 82509L107 12,985 12,693 SH   DFND   0 12,693 0
SILICON LABORATORIES INC COM 826919102 42,011 429,343 SH   DFND   0 429,343 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 70,153 575,260 SH   DFND   0 575,260 0
SPLUNK INC COM 848637104 9,767 51,915 SH   DFND   0 51,915 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 21,680 1,515,031 SH   DFND   0 1,515,031 0
SQUARE INC CL A 852234103 6,745 41,492 SH   DFND   0 41,492 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 6,224 298,640 SH   DFND   0 298,640 0
TJX COS INC NEW COM 872540109 108 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 190 2,348 SH   DFND   0 2,348 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 74,077 448,352 SH   DFND   0 448,352 0
TANDEM DIABETES CARE INC COM NEW 875372203 68,098 599,984 SH   DFND   0 599,984 0
TELADOC HEALTH INC COM 87918A105 24,260 110,653 SH   DFND   0 110,653 0
TRADEWEB MKTS INC CL A 892672106 64,081 1,104,847 SH   DFND   0 1,104,847 0
TREX CO INC COM 89531P105 55,732 778,386 SH   DFND   0 778,386 0
TYLER TECHNOLOGIES INC COM 902252105 62,251 178,594 SH   DFND   0 178,594 0
ULTA BEAUTY INC COM 90384S303 35,139 156,885 SH   DFND   0 156,885 0
UNITED PARCEL SERVICE INC CL B 911312106 145 869 SH   DFND   0 869 0
UNITY SOFTWARE INC COM 91332U101 6,364 72,919 SH   DFND   0 72,919 0
VARIAN MED SYS INC COM 92220P105 7,062 41,057 SH   DFND   0 41,057 0
VARONIS SYS INC COM 922280102 21,082 182,655 SH   DFND   0 182,655 0
VEEVA SYS INC CL A COM 922475108 11,723 41,692 SH   DFND   0 41,692 0
VERISK ANALYTICS INC COM 92345Y106 65,061 351,095 SH   DFND   0 351,095 0
WEX INC COM 96208T104 42,268 304,152 SH   DFND   0 304,152 0
WINGSTOP INC COM 974155103 63,917 467,740 SH   DFND   0 467,740 0
XILINX INC COM 983919101 8,654 83,022 SH   DFND   0 83,022 0
YETI HLDGS INC COM 98585X104 11,660 257,292 SH   DFND   0 257,292 0
MIMECAST LTD ORD SHS G14838109 11,036 235,219 SH   DFND   0 235,219 0
ICON PLC SHS G4705A100 101,531 531,328 SH   DFND   0 531,328 0
IHS MARKIT LTD SHS G47567105 30,132 383,794 SH   DFND   0 383,794 0
MEDTRONIC PLC SHS G5960L103 84 804 SH   DFND   0 804 0
GARMIN LTD SHS H2906T109 19,431 204,840 SH   DFND   0 204,840 0
GLOBANT S A COM L44385109 38,093 212,547 SH   DFND   0 212,547 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,114 58,184 SH   DFND   0 58,184 0
CYBERARK SOFTWARE LTD SHS M2682V108 30,668 296,543 SH   DFND   0 296,543 0
KORNIT DIGITAL LTD SHS M6372Q113 78,623 1,212,005 SH   DFND   0 1,212,005 0
WIX COM LTD SHS M98068105 23,624 92,698 SH   DFND   0 92,698 0
NXP SEMICONDUCTORS N V COM N6596X109 5,966 47,804 SH   DFND   0 47,804 0