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
A K A BRANDS HLDG CORP OM 00152K101 16,768 1,812,770 SH   DFND   0 1,812,770 0
ANGI INC OM CL A NEW 00183L102 18,007 1,955,198 SH   DFND   0 1,955,198 0
ABIOMED INC OM 003654100 7,201 20,050 SH   DFND   0 20,050 0
ACADIA HEALTHCARE COMPANY IN OM 00404A109 95,577 1,574,576 SH   DFND   0 1,574,576 0
ADOBE SYSTEMS INCORPORATED OM 00724F101 182 321 SH   DFND   0 321 0
AEROVIRONMENT INC OM 008073108 15,580 251,167 SH   DFND   0 251,167 0
ALIGN TECHNOLOGY INC OM 016255101 43,784 66,624 SH   DFND   0 66,624 0
ALPHA TEKNOVA INC OM 02080L102 7,488 365,636 SH   DFND   0 365,636 0
AMAZON COM INC OM 023135106 167 50 SH   DFND   0 50 0
AMERESCO INC L A 02361E108 58,192 714,538 SH   DFND   0 714,538 0
ANSYS INC OM 03662Q105 43,043 107,307 SH   DFND   0 107,307 0
ASPEN TECHNOLOGY INC OM 045327103 46,915 308,248 SH   DFND   0 308,248 0
AUTODESK INC OM 052769106 14,606 51,945 SH   DFND   0 51,945 0
AXON ENTERPRISE INC OM 05464C101 84,660 539,234 SH   DFND   0 539,234 0
AZEK CO INC L A 05478C105 51,106 1,105,239 SH   DFND   0 1,105,239 0
BALCHEM CORP OM 057665200 53,215 315,628 SH   DFND   0 315,628 0
BELLRING BRANDS INC OM CL A 079823100 34,484 1,208,691 SH   DFND   0 1,208,691 0
BIOLIFE SOLUTIONS INC OM NEW 09062W204 8,149 218,639 SH   DFND   0 218,639 0
BIO-TECHNE CORP OM 09073M104 83,648 161,689 SH   DFND   0 161,689 0
BRIGHT HORIZONS FAM SOL IN D OM 109194100 52,142 414,217 SH   DFND   0 414,217 0
AZENTA INC OM 114340102 59,993 581,839 SH   DFND   0 581,839 0
BROWN FORMAN CORP L B 115637209 9,375 128,669 SH   DFND   0 128,669 0
BURLINGTON STORES INC OM 122017106 60,260 206,718 SH   DFND   0 206,718 0
C H ROBINSON WORLDWIDE INC OM NEW 12541W209 6,407 59,532 SH   DFND   0 59,532 0
CME GROUP INC OM 12572Q105 198 866 SH   DFND   0 866 0
COTERRA ENERGY INC OM 127097103 21,289 1,120,497 SH   DFND   0 1,120,497 0
CADENCE DESIGN SYSTEM INC OM 127387108 112,912 605,915 SH   DFND   0 605,915 0
CERNER CORP OM 156782104 44,191 475,834 SH   DFND   0 475,834 0
CHEFS WHSE INC OM 163086101 28,471 854,977 SH   DFND   0 854,977 0
CIENA CORP OM NEW 171779309 51,645 670,976 SH   DFND   0 670,976 0
COGNEX CORP OM 192422103 61,600 792,180 SH   DFND   0 792,180 0
COPART INC OM 217204106 19,670 129,731 SH   DFND   0 129,731 0
COSTAR GROUP INC OM 22160N109 33,011 417,696 SH   DFND   0 417,696 0
COUPA SOFTWARE INC OM 22266L106 25,047 158,477 SH   DFND   0 158,477 0
DESCARTES SYS GROUP INC OM 249906108 10,705 129,470 SH   DFND   0 129,470 0
DEXCOM INC OM 252131107 76,094 141,716 SH   DFND   0 141,716 0
DOCUSIGN INC OM 256163106 17,436 114,476 SH   DFND   0 114,476 0
DOLLAR TREE INC OM 256746108 65,675 467,371 SH   DFND   0 467,371 0
DOMINOS PIZZA INC OM 25754A201 73,994 131,119 SH   DFND   0 131,119 0
DROPBOX INC L A 26210C104 5,573 227,085 SH   DFND   0 227,085 0
8X8 INC NEW OM 282914100 10,301 614,622 SH   DFND   0 614,622 0
ELECTRONIC ARTS INC OM 285512109 49,830 377,788 SH   DFND   0 377,788 0
ENCORE CAP GROUP INC OM 292554102 12,616 203,129 SH   DFND   0 203,129 0
ENVESTNET INC OM 29404K106 93,523 1,178,768 SH   DFND   0 1,178,768 0
EXELIXIS INC OM 30161Q104 73,047 3,995,982 SH   DFND   0 3,995,982 0
FARFETCH LTD RD SH CL A 30744W107 33,174 992,330 SH   DFND   0 992,330 0
FASTENAL CO OM 311900104 9,546 149,020 SH   DFND   0 149,020 0
FIVE BELOW INC OM 33829M101 38,395 185,584 SH   DFND   0 185,584 0
FIVE9 INC OM 338307101 51,787 377,128 SH   DFND   0 377,128 0
FLOOR & DECOR HLDGS INC L A 339750101 87,353 671,893 SH   DFND   0 671,893 0
FORTINET INC OM 34959E109 73,319 204,003 SH   DFND   0 204,003 0
FOX FACTORY HLDG CORP OM 35138V102 18,989 111,632 SH   DFND   0 111,632 0
GTY TECHNOLOGY HOLDINGS INC OM 362409104 10,564 1,576,643 SH   DFND   0 1,576,643 0
GUIDEWIRE SOFTWARE INC OM 40171V100 50,783 447,307 SH   DFND   0 447,307 0
HALOZYME THERAPEUTICS INC OM 40637H109 51,255 1,274,679 SH   DFND   0 1,274,679 0
HEALTHSTREAM INC OM 42222N103 13,080 496,215 SH   DFND   0 496,215 0
HEALTHEQUITY INC OM 42226A107 46,384 1,048,473 SH   DFND   0 1,048,473 0
HEICO CORP NEW L A 422806208 71,558 556,784 SH   DFND   0 556,784 0
HOLOGIC INC OM 436440101 51,028 666,506 SH   DFND   0 666,506 0
HUB GROUP INC L A 443320106 25,905 307,516 SH   DFND   0 307,516 0
HUNT J B TRANS SVCS INC OM 445658107 37,322 182,594 SH   DFND   0 182,594 0
HYDROFARM HLDGS GROUP INC OM 44888K209 9,025 319,014 SH   DFND   0 319,014 0
IAC INTERACTIVECORP NEW OM NEW 44891N208 46,705 357,319 SH   DFND   0 357,319 0
IAA INC OM 449253103 27,594 545,127 SH   DFND   0 545,127 0
ICF INTL INC OM 44925C103 15,049 146,745 SH   DFND   0 146,745 0
IPG PHOTONICS CORP OM 44980X109 24,562 142,689 SH   DFND   0 142,689 0
IRHYTHM TECHNOLOGIES INC OM 450056106 41,026 348,597 SH   DFND   0 348,597 0
IDEXX LABS INC OM 45168D104 92,288 140,157 SH   DFND   0 140,157 0
ILLUMINA INC OM 452327109 25,655 67,434 SH   DFND   0 67,434 0
INSULET CORP OM 45784P101 20,171 75,812 SH   DFND   0 75,812 0
INTUITIVE SURGICAL INC OM NEW 46120E602 3,734 10,392 SH   DFND   0 10,392 0
KLA CORP OM NEW 482480100 7,303 16,979 SH   DFND   0 16,979 0
KEYSIGHT TECHNOLOGIES INC OM 49338L103 12,925 62,588 SH   DFND   0 62,588 0
KRATOS DEFENSE & SEC SOLUTIO OM NEW 50077B207 35,207 1,814,807 SH   DFND   0 1,814,807 0
LATTICE SEMICONDUCTOR CORP OM 518415104 25,228 327,375 SH   DFND   0 327,375 0
LESLIES INC OM 527064109 56,746 2,398,387 SH   DFND   0 2,398,387 0
LIGAND PHARMACEUTICALS INC OM NEW 53220K504 63,539 411,359 SH   DFND   0 411,359 0
LIMONEIRA CO OM 532746104 10,821 721,414 SH   DFND   0 721,414 0
LINDSAY CORP OM 535555106 16,272 107,054 SH   DFND   0 107,054 0
LIVE NATION ENTERTAINMENT IN OM 538034109 75,144 627,825 SH   DFND   0 627,825 0
LULULEMON ATHLETICA INC OM 550021109 8,927 22,804 SH   DFND   0 22,804 0
MGP INGREDIENTS INC NEW OM 55303J106 104,735 1,232,322 SH   DFND   0 1,232,322 0
MAGNOLIA OIL & GAS CORP L A 559663109 42,518 2,253,198 SH   DFND   0 2,253,198 0
MANDIANT INC OM 562662106 62,615 3,569,828 SH   DFND   0 3,569,828 0
MANHATTAN ASSOCIATES INC OM 562750109 125,262 805,594 SH   DFND   0 805,594 0
MARKETAXESS HLDGS INC OM 57060D108 69,998 170,200 SH   DFND   0 170,200 0
MATCH GROUP INC NEW OM 57667L107 53,635 405,559 SH   DFND   0 405,559 0
MAXIMUS INC OM 577933104 21,072 264,489 SH   DFND   0 264,489 0
MEDPACE HLDGS INC OM 58506Q109 16,035 73,677 SH   DFND   0 73,677 0
MERCADOLIBRE INC OM 58733R102 204 151 SH   DFND   0 151 0
MICROSOFT CORP OM 594918104 560 1,665 SH   DFND   0 1,665 0
MICROCHIP TECHNOLOGY INC. OM 595017104 71,277 818,716 SH   DFND   0 818,716 0
MISSION PRODUCE INC OM 60510V108 22,708 1,446,376 SH   DFND   0 1,446,376 0
MONSTER BEVERAGE CORP NEW OM 61174X109 11,360 118,286 SH   DFND   0 118,286 0
MONTROSE ENVIRONMENTAL GROUP OM 615111101 31,248 443,173 SH   DFND   0 443,173 0
NATIONAL INSTRS CORP OM 636518102 59,666 1,366,294 SH   DFND   0 1,366,294 0
NEOGEN CORP OM 640491106 55,535 1,222,958 SH   DFND   0 1,222,958 0
NETFLIX INC OM 64110L106 155 258 SH   DFND   0 258 0
NICE LTD PONSORED ADR 653656108 9,095 29,956 SH   DFND   0 29,956 0
NLIGHT INC OM 65487K100 20,907 872,942 SH   DFND   0 872,942 0
NVIDIA CORPORATION OM 67066G104 142 484 SH   DFND   0 484 0
NUVASIVE INC OM 670704105 38,406 731,820 SH   DFND   0 731,820 0
OLLIES BARGAIN OUTLET HLDGS OM 681116109 62,630 1,223,475 SH   DFND   0 1,223,475 0
OMNICELL COM OM 68213N109 47,905 265,492 SH   DFND   0 265,492 0
ONTO INNOVATION INC OM 683344105 63,289 625,202 SH   DFND   0 625,202 0
OPEN LENDING CORP OM CL A 68373J104 6,216 276,501 SH   DFND   0 276,501 0
PRA GROUP INC OM 69354N106 90,453 1,801,503 SH   DFND   0 1,801,503 0
PTC INC OM 69370C100 48,715 402,107 SH   DFND   0 402,107 0
PACIRA BIOSCIENCES INC OM 695127100 68,522 1,138,810 SH   DFND   0 1,138,810 0
PALO ALTO NETWORKS INC OM 697435105 71,155 127,802 SH   DFND   0 127,802 0
PALOMAR HLDGS INC OM 69753M105 51,333 792,546 SH   DFND   0 792,546 0
PAPA JOHNS INTL INC OM 698813102 82,336 616,888 SH   DFND   0 616,888 0
PAYPAL HLDGS INC OM 70450Y103 216 1,143 SH   DFND   0 1,143 0
PING IDENTITY HLDG CORP OM 72341T103 12,309 537,959 SH   DFND   0 537,959 0
PIONEER NAT RES CO OM 723787107 30,221 166,158 SH   DFND   0 166,158 0
PIPER SANDLER COMPANIES OM 724078100 63,392 355,116 SH   DFND   0 355,116 0
POOL CORP OM 73278L105 54,432 96,170 SH   DFND   0 96,170 0
POWER INTEGRATIONS INC OM 739276103 60,393 650,155 SH   DFND   0 650,155 0
PROG HOLDINGS INC OM NPV 74319R101 87,399 1,937,469 SH   DFND   0 1,937,469 0
PROS HOLDINGS INC OM 74346Y103 39,964 1,158,723 SH   DFND   0 1,158,723 0
Q2 HLDGS INC OM 74736L109 49,174 619,003 SH   DFND   0 619,003 0
QUALYS INC OM 74758T303 50,626 368,940 SH   DFND   0 368,940 0
RALPH LAUREN CORP L A 751212101 36,460 306,751 SH   DFND   0 306,751 0
RAPID7 INC OM 753422104 66,904 568,475 SH   DFND   0 568,475 0
RAYTHEON TECHNOLOGIES CORP OM 75513E101 66 772 SH   DFND   0 772 0
RBC BEARINGS INC OM 75524B104 55,797 276,262 SH   DFND   0 276,262 0
REPLIGEN CORP OM 759916109 145,388 548,966 SH   DFND   0 548,966 0
RESMED INC OM 761152107 69,995 268,714 SH   DFND   0 268,714 0
REVOLVE GROUP INC L A 76156B107 64,908 1,158,250 SH   DFND   0 1,158,250 0
RINGCENTRAL INC L A 76680R206 32,032 170,974 SH   DFND   0 170,974 0
ROCKWELL AUTOMATION INC OM 773903109 48,081 137,826 SH   DFND   0 137,826 0
ROKU INC OM CL A 77543R102 22,314 97,783 SH   DFND   0 97,783 0
ROPER TECHNOLOGIES INC OM 776696106 8,272 16,818 SH   DFND   0 16,818 0
ROSS STORES INC OM 778296103 9,998 87,489 SH   DFND   0 87,489 0
RYAN SPECIALTY GROUP HLDGS I L A 78351F107 52,853 1,309,867 SH   DFND   0 1,309,867 0
SPS COMM INC OM 78463M107 38,458 270,162 SH   DFND   0 270,162 0
SVB FINANCIAL GROUP OM 78486Q101 86,310 127,256 SH   DFND   0 127,256 0
SALESFORCE COM INC OM 79466L302 173 680 SH   DFND   0 680 0
HENRY SCHEIN INC OM 806407102 6,847 88,308 SH   DFND   0 88,308 0
SCHRODINGER INC OM 80810D103 9,043 259,625 SH   DFND   0 259,625 0
SEMTECH CORP OM 816850101 101,978 1,146,724 SH   DFND   0 1,146,724 0
SHOPIFY INC L A 82509L107 295 214 SH   DFND   0 214 0
SIGNATURE BK NEW YORK N Y OM 82669G104 13,058 40,370 SH   DFND   0 40,370 0
SILICON LABORATORIES INC OM 826919102 93,463 452,780 SH   DFND   0 452,780 0
SILVERGATE CAP CORP L A 82837P408 78,614 530,462 SH   DFND   0 530,462 0
SITEONE LANDSCAPE SUPPLY INC OM 82982L103 122,610 506,069 SH   DFND   0 506,069 0
SPLUNK INC OM 848637104 5,896 50,949 SH   DFND   0 50,949 0
BLOCK INC L A 852234103 138 856 SH   DFND   0 856 0
SUPERNUS PHARMACEUTICALS INC OM 868459108 46,014 1,577,980 SH   DFND   0 1,577,980 0
SYNEOS HEALTH INC L A 87166B102 13,431 130,806 SH   DFND   0 130,806 0
TJX COS INC NEW OM 872540109 148 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD PONSORED ADS 874039100 244 2,026 SH   DFND   0 2,026 0
TAKE-TWO INTERACTIVE SOFTWAR OM 874054109 76,407 429,927 SH   DFND   0 429,927 0
TANDEM DIABETES CARE INC OM NEW 875372203 123,368 819,615 SH   DFND   0 819,615 0
TOAST INC L A 888787108 20,430 588,591 SH   DFND   0 588,591 0
TRADEWEB MKTS INC L A 892672106 92,086 919,571 SH   DFND   0 919,571 0
TRAEGER INC OMMON STOCK 89269P103 8,879 730,218 SH   DFND   0 730,218 0
TREX CO INC OM 89531P105 98,333 728,234 SH   DFND   0 728,234 0
TYLER TECHNOLOGIES INC OM 902252105 78,731 146,353 SH   DFND   0 146,353 0
ULTA BEAUTY INC OM 90384S303 65,111 157,905 SH   DFND   0 157,905 0
UNITED PARCEL SERVICE INC L B 911312106 186 869 SH   DFND   0 869 0
UNITY SOFTWARE INC OM 91332U101 30,449 212,944 SH   DFND   0 212,944 0
VARONIS SYS INC OM 922280102 47,256 968,758 SH   DFND   0 968,758 0
VEEVA SYS INC L A COM 922475108 10,254 40,135 SH   DFND   0 40,135 0
VERISK ANALYTICS INC OM 92345Y106 80,776 353,152 SH   DFND   0 353,152 0
VIPER ENERGY PARTNERS LP OM UNT RP INT 92763M105 23,630 1,108,880 SH   DFND   0 1,108,880 0
WARNER MUSIC GROUP CORP OM CL A 934550203 46,268 1,071,520 SH   DFND   0 1,071,520 0
WEX INC OM 96208T104 55,278 393,745 SH   DFND   0 393,745 0
WINGSTOP INC OM 974155103 118,977 688,527 SH   DFND   0 688,527 0
XILINX INC OM 983919101 9,530 44,948 SH   DFND   0 44,948 0
YETI HLDGS INC OM 98585X104 17,459 210,781 SH   DFND   0 210,781 0
ZOOMINFO TECHNOLOGIES INC OM CL A 98980F104 5,441 84,754 SH   DFND   0 84,754 0
AMBARELLA INC HS G037AX101 27,155 133,839 SH   DFND   0 133,839 0
MIMECAST LTD RD SHS G14838109 13,179 165,629 SH   DFND   0 165,629 0
ICON PLC HS G4705A100 184,002 594,130 SH   DFND   0 594,130 0
MEDTRONIC PLC HS G5960L103 94 908 SH   DFND   0 908 0
GARMIN LTD HS H2906T109 40,769 299,401 SH   DFND   0 299,401 0
GLOBANT S A OM L44385109 86,972 276,901 SH   DFND   0 276,901 0
NEOGAMES S A HS L6673X107 10,340 372,203 SH   DFND   0 372,203 0
SPOTIFY TECHNOLOGY S A HS L8681T102 11,052 47,226 SH   DFND   0 47,226 0
CYBERARK SOFTWARE LTD HS M2682V108 82,048 473,499 SH   DFND   0 473,499 0
KORNIT DIGITAL LTD HS M6372Q113 132,544 870,571 SH   DFND   0 870,571 0
ASML HOLDING N V Y REGISTRY SHS N07059210 122 153 SH   DFND   0 153 0
NXP SEMICONDUCTORS N V OM N6596X109 11,081 48,650 SH   DFND   0 48,650 0