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 INC COM CL A NEW 00183L102 22,927 1,695,817 SH   DFND   0 1,695,817 0
ABIOMED INC COM 003654100 6,513 20,869 SH   DFND   0 20,869 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 99,153 1,580,125 SH   DFND   0 1,580,125 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 231 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 35,562 355,085 SH   DFND   0 355,085 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,804 37,037 SH   DFND   0 37,037 0
ALIGN TECHNOLOGY INC COM 016255101 42,813 70,071 SH   DFND   0 70,071 0
ALPHA TEKNOVA INC COM 02080L102 5,231 220,439 SH   DFND   0 220,439 0
AMAZON COM INC COM 023135106 172 50 SH   DFND   0 50 0
AMERESCO INC CL A 02361E108 44,775 713,892 SH   DFND   0 713,892 0
ANSYS INC COM 03662Q105 37,285 107,430 SH   DFND   0 107,430 0
ASPEN TECHNOLOGY INC COM 045327103 48,731 354,302 SH   DFND   0 354,302 0
AUTODESK INC COM 052769106 16,047 54,973 SH   DFND   0 54,973 0
AXON ENTERPRISE INC COM 05464C101 94,072 532,081 SH   DFND   0 532,081 0
AZEK CO INC CL A 05478C105 46,858 1,103,589 SH   DFND   0 1,103,589 0
BALCHEM CORP COM 057665200 41,777 318,276 SH   DFND   0 318,276 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 5,650 126,927 SH   DFND   0 126,927 0
BIO-TECHNE CORP COM 09073M104 74,235 164,872 SH   DFND   0 164,872 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 61,155 415,706 SH   DFND   0 415,706 0
BROOKS AUTOMATION INC NEW COM 114340102 51,417 539,646 SH   DFND   0 539,646 0
BROWN FORMAN CORP CL B 115637209 7,978 106,461 SH   DFND   0 106,461 0
BURLINGTON STORES INC COM 122017106 36,995 114,896 SH   DFND   0 114,896 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,805 61,971 SH   DFND   0 61,971 0
CME GROUP INC COM 12572Q105 184 866 SH   DFND   0 866 0
CABOT OIL & GAS CORP COM 127097103 19,456 1,114,305 SH   DFND   0 1,114,305 0
CADENCE DESIGN SYSTEM INC COM 127387108 99,091 724,247 SH   DFND   0 724,247 0
CALAVO GROWERS INC COM 128246105 50,078 789,624 SH   DFND   0 789,624 0
CERNER CORP COM 156782104 37,206 476,027 SH   DFND   0 476,027 0
CHEFS WHSE INC COM 163086101 18,847 592,101 SH   DFND   0 592,101 0
CHEGG INC COM 163092109 71,083 855,289 SH   DFND   0 855,289 0
CHUYS HLDGS INC COM 171604101 4,287 115,046 SH   DFND   0 115,046 0
CIENA CORP COM NEW 171779309 38,159 670,745 SH   DFND   0 670,745 0
COGNEX CORP COM 192422103 67,099 798,326 SH   DFND   0 798,326 0
COPART INC COM 217204106 17,753 134,665 SH   DFND   0 134,665 0
COSTAR GROUP INC COM 22160N109 39,847 481,126 SH   DFND   0 481,126 0
COUPA SOFTWARE INC COM 22266L106 18,657 71,180 SH   DFND   0 71,180 0
DEXCOM INC COM 252131107 76,240 178,549 SH   DFND   0 178,549 0
DOCUSIGN INC COM 256163106 49,691 177,740 SH   DFND   0 177,740 0
DOLLAR TREE INC COM 256746108 52,223 524,852 SH   DFND   0 524,852 0
DOMINOS PIZZA INC COM 25754A201 76,731 164,486 SH   DFND   0 164,486 0
DROPBOX INC CL A 26210C104 7,166 236,410 SH   DFND   0 236,410 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 17,402 566,089 SH   DFND   0 566,089 0
8X8 INC NEW COM 282914100 35,895 1,293,063 SH   DFND   0 1,293,063 0
ELECTRONIC ARTS INC COM 285512109 50,355 350,098 SH   DFND   0 350,098 0
ENCORE CAP GROUP INC COM 292554102 12,087 255,055 SH   DFND   0 255,055 0
ENVESTNET INC COM 29404K106 89,633 1,181,560 SH   DFND   0 1,181,560 0
EXELIXIS INC COM 30161Q104 53,260 2,923,180 SH   DFND   0 2,923,180 0
FARFETCH LTD ORD SH CL A 30744W107 21,771 432,305 SH   DFND   0 432,305 0
FASTENAL CO COM 311900104 8,049 154,779 SH   DFND   0 154,779 0
FIREEYE INC COM 31816Q101 72,482 3,584,660 SH   DFND   0 3,584,660 0
FIVE9 INC COM 338307101 76,858 419,097 SH   DFND   0 419,097 0
FLOOR & DECOR HLDGS INC CL A 339750101 76,752 726,134 SH   DFND   0 726,134 0
FORTINET INC COM 34959E109 51,600 216,632 SH   DFND   0 216,632 0
FOX FACTORY HLDG CORP COM 35138V102 24,601 158,040 SH   DFND   0 158,040 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 10,035 1,411,328 SH   DFND   0 1,411,328 0
GLOBAL PMTS INC COM 37940X102 5,401 28,799 SH   DFND   0 28,799 0
GUIDEWIRE SOFTWARE INC COM 40171V100 31,664 280,911 SH   DFND   0 280,911 0
HALOZYME THERAPEUTICS INC COM 40637H109 49,849 1,097,754 SH   DFND   0 1,097,754 0
HEALTHSTREAM INC COM 42222N103 12,056 431,489 SH   DFND   0 431,489 0
HEALTHEQUITY INC COM 42226A107 55,995 695,769 SH   DFND   0 695,769 0
HEICO CORP NEW CL A 422806208 69,238 557,558 SH   DFND   0 557,558 0
HOLOGIC INC COM 436440101 44,422 665,797 SH   DFND   0 665,797 0
HUB GROUP INC CL A 443320106 20,558 311,573 SH   DFND   0 311,573 0
HUNT J B TRANS SVCS INC COM 445658107 29,894 183,458 SH   DFND   0 183,458 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 48,289 313,219 SH   DFND   0 313,219 0
IAA INC COM 449253103 25,056 459,405 SH   DFND   0 459,405 0
ICF INTL INC COM 44925C103 13,046 148,490 SH   DFND   0 148,490 0
IPG PHOTONICS CORP COM 44980X109 30,847 146,356 SH   DFND   0 146,356 0
IRHYTHM TECHNOLOGIES INC COM 450056106 18,247 275,006 SH   DFND   0 275,006 0
IDEXX LABS INC COM 45168D104 111,351 176,314 SH   DFND   0 176,314 0
ILLUMINA INC COM 452327109 32,961 69,654 SH   DFND   0 69,654 0
INSULET CORP COM 45784P101 22,625 82,418 SH   DFND   0 82,418 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,403 5,875 SH   DFND   0 5,875 0
KLA CORP COM NEW 482480100 5,733 17,684 SH   DFND   0 17,684 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,056 65,125 SH   DFND   0 65,125 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 75,237 2,640,817 SH   DFND   0 2,640,817 0
L3HARRIS TECHNOLOGIES INC COM 502431109 8,947 41,392 SH   DFND   0 41,392 0
LESLIES INC COM 527064109 40,148 1,460,449 SH   DFND   0 1,460,449 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 47,674 363,393 SH   DFND   0 363,393 0
LIMONEIRA CO COM 532746104 13,097 746,273 SH   DFND   0 746,273 0
LINDSAY CORP COM 535555106 17,905 108,331 SH   DFND   0 108,331 0
LIVE NATION ENTERTAINMENT IN COM 538034109 65,934 752,761 SH   DFND   0 752,761 0
LULULEMON ATHLETICA INC COM 550021109 22,935 62,842 SH   DFND   0 62,842 0
MGP INGREDIENTS INC NEW COM 55303J106 58,227 860,839 SH   DFND   0 860,839 0
MANHATTAN ASSOCIATES INC COM 562750109 117,116 808,588 SH   DFND   0 808,588 0
MARKETAXESS HLDGS INC COM 57060D108 76,099 164,151 SH   DFND   0 164,151 0
MASTERCARD INCORPORATED CL A 57636Q104 157 430 SH   DFND   0 430 0
MATCH GROUP INC NEW COM 57667L107 86,581 536,935 SH   DFND   0 536,935 0
MAXIMUS INC COM 577933104 23,556 267,776 SH   DFND   0 267,776 0
MERCADOLIBRE INC COM 58733R102 8,406 5,396 SH   DFND   0 5,396 0
MERCURY SYS INC COM 589378108 70,698 1,066,655 SH   DFND   0 1,066,655 0
MICROSOFT CORP COM 594918104 451 1,665 SH   DFND   0 1,665 0
MICROCHIP TECHNOLOGY INC. COM 595017104 72,625 485,009 SH   DFND   0 485,009 0
MISSION PRODUCE INC COM 60510V108 26,042 1,257,449 SH   DFND   0 1,257,449 0
MONSTER BEVERAGE CORP NEW COM 61174X109 30,585 334,812 SH   DFND   0 334,812 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 24,081 448,773 SH   DFND   0 448,773 0
NATIONAL INSTRS CORP COM 636518102 51,252 1,212,197 SH   DFND   0 1,212,197 0
NEOGEN CORP COM 640491106 56,305 1,222,953 SH   DFND   0 1,222,953 0
NETFLIX INC COM 64110L106 136 258 SH   DFND   0 258 0
NLIGHT INC COM 65487K100 30,169 831,549 SH   DFND   0 831,549 0
NVIDIA CORPORATION COM 67066G104 97 121 SH   DFND   0 121 0
NUVASIVE INC COM 670704105 41,334 609,828 SH   DFND   0 609,828 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 63,390 753,473 SH   DFND   0 753,473 0
OMNICELL COM COM 68213N109 41,071 271,186 SH   DFND   0 271,186 0
ONTO INNOVATION INC COM 683344105 45,578 624,008 SH   DFND   0 624,008 0
OPEN LENDING CORP COM CL A 68373J104 20,197 468,708 SH   DFND   0 468,708 0
PRA HEALTH SCIENCES INC COM 69354M108 88,512 535,755 SH   DFND   0 535,755 0
PRA GROUP INC COM 69354N106 68,213 1,773,157 SH   DFND   0 1,773,157 0
PPD INC COM 69355F102 5,852 126,972 SH   DFND   0 126,972 0
PTC INC COM 69370C100 56,717 401,511 SH   DFND   0 401,511 0
PACIRA BIOSCIENCES INC COM 695127100 58,091 957,335 SH   DFND   0 957,335 0
PALO ALTO NETWORKS INC COM 697435105 47,532 128,102 SH   DFND   0 128,102 0
PALOMAR HLDGS INC COM 69753M105 58,207 771,359 SH   DFND   0 771,359 0
PAPA JOHNS INTL INC COM 698813102 64,831 620,749 SH   DFND   0 620,749 0
PAYPAL HLDGS INC COM 70450Y103 333 1,143 SH   DFND   0 1,143 0
PIONEER NAT RES CO COM 723787107 27,052 166,453 SH   DFND   0 166,453 0
PIPER SANDLER COMPANIES COM 724078100 56,241 434,092 SH   DFND   0 434,092 0
POOL CORP COM 73278L105 44,123 96,199 SH   DFND   0 96,199 0
POWER INTEGRATIONS INC COM 739276103 60,778 740,655 SH   DFND   0 740,655 0
PROG HOLDINGS INC COM NPV 74319R101 94,735 1,968,322 SH   DFND   0 1,968,322 0
PROOFPOINT INC COM 743424103 10,752 61,876 SH   DFND   0 61,876 0
PROS HOLDINGS INC COM 74346Y103 50,169 1,100,927 SH   DFND   0 1,100,927 0
Q2 HLDGS INC COM 74736L109 52,634 513,106 SH   DFND   0 513,106 0
QUALYS INC COM 74758T303 37,217 369,615 SH   DFND   0 369,615 0
RALPH LAUREN CORP CL A 751212101 46,875 397,885 SH   DFND   0 397,885 0
RAPID7 INC COM 753422104 53,829 568,841 SH   DFND   0 568,841 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 66 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 20,803 104,316 SH   DFND   0 104,316 0
REPLIGEN CORP COM 759916109 123,092 616,633 SH   DFND   0 616,633 0
REPAY HLDGS CORP COM CL A 76029L100 42,740 1,777,872 SH   DFND   0 1,777,872 0
RESMED INC COM 761152107 73,141 296,694 SH   DFND   0 296,694 0
REVOLVE GROUP INC CL A 76156B107 94,113 1,365,936 SH   DFND   0 1,365,936 0
RINGCENTRAL INC CL A 76680R206 56,325 193,836 SH   DFND   0 193,836 0
ROCKWELL AUTOMATION INC COM 773903109 39,524 138,186 SH   DFND   0 138,186 0
ROKU INC COM CL A 77543R102 45,319 98,681 SH   DFND   0 98,681 0
ROPER TECHNOLOGIES INC COM 776696106 8,229 17,502 SH   DFND   0 17,502 0
ROSS STORES INC COM 778296103 6,649 53,618 SH   DFND   0 53,618 0
SPS COMM INC COM 78463M107 27,052 270,922 SH   DFND   0 270,922 0
SVB FINANCIAL GROUP COM 78486Q101 87,405 157,081 SH   DFND   0 157,081 0
SALESFORCE COM INC COM 79466L302 166 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 6,803 91,702 SH   DFND   0 91,702 0
SCHRODINGER INC COM 80810D103 14,551 192,450 SH   DFND   0 192,450 0
SEMTECH CORP COM 816850101 78,919 1,147,072 SH   DFND   0 1,147,072 0
SHOPIFY INC CL A 82509L107 444 304 SH   DFND   0 304 0
SIGNATURE BK NEW YORK N Y COM 82669G104 8,914 36,289 SH   DFND   0 36,289 0
SILICON LABORATORIES INC COM 826919102 69,467 453,289 SH   DFND   0 453,289 0
SILVERGATE CAP CORP CL A 82837P408 46,653 411,696 SH   DFND   0 411,696 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 90,616 535,367 SH   DFND   0 535,367 0
SPLUNK INC COM 848637104 7,230 50,010 SH   DFND   0 50,010 0
SQUARE INC CL A 852234103 209 856 SH   DFND   0 856 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 38,344 1,245,329 SH   DFND   0 1,245,329 0
TJX COS INC NEW COM 872540109 131 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 282 2,348 SH   DFND   0 2,348 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 65,832 371,890 SH   DFND   0 371,890 0
TANDEM DIABETES CARE INC COM NEW 875372203 75,867 778,922 SH   DFND   0 778,922 0
TELADOC HEALTH INC COM 87918A105 12,314 74,050 SH   DFND   0 74,050 0
TRADEWEB MKTS INC CL A 892672106 83,177 983,650 SH   DFND   0 983,650 0
TREX CO INC COM 89531P105 74,765 731,489 SH   DFND   0 731,489 0
TYLER TECHNOLOGIES INC COM 902252105 70,176 155,130 SH   DFND   0 155,130 0
ULTA BEAUTY INC COM 90384S303 65,015 188,029 SH   DFND   0 188,029 0
UNITED PARCEL SERVICE INC CL B 911312106 181 869 SH   DFND   0 869 0
UNITY SOFTWARE INC COM 91332U101 23,466 213,659 SH   DFND   0 213,659 0
VARONIS SYS INC COM 922280102 53,605 930,321 SH   DFND   0 930,321 0
VEEVA SYS INC CL A COM 922475108 12,938 41,607 SH   DFND   0 41,607 0
VERISK ANALYTICS INC COM 92345Y106 66,857 382,653 SH   DFND   0 382,653 0
VIMEO INC COMMON STOCK 92719V100 9,095 185,618 SH   DFND   0 185,618 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 19,537 1,037,531 SH   DFND   0 1,037,531 0
WARNER MUSIC GROUP CORP COM CL A 934550203 38,488 1,067,916 SH   DFND   0 1,067,916 0
WEX INC COM 96208T104 76,587 394,982 SH   DFND   0 394,982 0
WINGSTOP INC COM 974155103 97,032 615,568 SH   DFND   0 615,568 0
XILINX INC COM 983919101 12,394 85,691 SH   DFND   0 85,691 0
YETI HLDGS INC COM 98585X104 19,592 213,379 SH   DFND   0 213,379 0
MIMECAST LTD ORD SHS G14838109 15,698 295,906 SH   DFND   0 295,906 0
ICON PLC SHS G4705A100 98,039 474,281 SH   DFND   0 474,281 0
IHS MARKIT LTD SHS G47567105 8,889 78,903 SH   DFND   0 78,903 0
MEDTRONIC PLC SHS G5960L103 113 908 SH   DFND   0 908 0
GARMIN LTD SHS H2906T109 43,313 299,457 SH   DFND   0 299,457 0
GLOBANT S A COM L44385109 38,373 175,073 SH   DFND   0 175,073 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,364 41,235 SH   DFND   0 41,235 0
CYBERARK SOFTWARE LTD SHS M2682V108 54,767 420,411 SH   DFND   0 420,411 0
KORNIT DIGITAL LTD SHS M6372Q113 126,519 1,017,608 SH   DFND   0 1,017,608 0
WIX COM LTD SHS M98068105 34,100 117,474 SH   DFND   0 117,474 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 106 153 SH   DFND   0 153 0
NXP SEMICONDUCTORS N V COM N6596X109 10,003 48,623 SH   DFND   0 48,623 0