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 9,215 2,084,794 SH   DFND   0 2,084,794 0
ABIOMED INC OM 003654100 6,650 20,075 SH   DFND   0 20,075 0
ACADIA HEALTHCARE COMPANY IN OM 00404A109 104,846 1,599,971 SH   DFND   0 1,599,971 0
ADOBE SYSTEMS INCORPORATED OM 00724F101 146 321 SH   DFND   0 321 0
ADVANCED MICRO DEVICES INC OM 007903107 138 1,258 SH   DFND   0 1,258 0
AEROVIRONMENT INC OM 008073108 49,902 530,080 SH   DFND   0 530,080 0
ALIGN TECHNOLOGY INC OM 016255101 29,573 67,829 SH   DFND   0 67,829 0
ALPHA TEKNOVA INC OM 02080L102 5,052 365,856 SH   DFND   0 365,856 0
AMAZON COM INC OM 023135106 163 50 SH   DFND   0 50 0
AMERESCO INC L A 02361E108 57,644 725,083 SH   DFND   0 725,083 0
ANSYS INC OM 03662Q105 34,739 109,364 SH   DFND   0 109,364 0
ASPEN TECHNOLOGY INC OM 045327103 59,297 358,569 SH   DFND   0 358,569 0
AUTODESK INC OM 052769106 11,143 51,983 SH   DFND   0 51,983 0
AXON ENTERPRISE INC OM 05464C101 75,301 546,732 SH   DFND   0 546,732 0
AZEK CO INC L A 05478C105 27,805 1,119,382 SH   DFND   0 1,119,382 0
BAKER HUGHES COMPANY L A 05722G100 4,817 132,311 SH   DFND   0 132,311 0
BALCHEM CORP OM 057665200 43,756 320,085 SH   DFND   0 320,085 0
BELLRING BRANDS INC OMMON STOCK 07831C103 37,922 1,643,059 SH   DFND   0 1,643,059 0
BIOLIFE SOLUTIONS INC OM NEW 09062W204 5,757 253,259 SH   DFND   0 253,259 0
BIO-TECHNE CORP OM 09073M104 70,854 163,619 SH   DFND   0 163,619 0
BRIGHT HORIZONS FAM SOL IN D OM 109194100 62,072 467,800 SH   DFND   0 467,800 0
AZENTA INC OM 114340102 53,830 649,497 SH   DFND   0 649,497 0
BROWN FORMAN CORP L B 115637209 8,628 128,733 SH   DFND   0 128,733 0
BURLINGTON STORES INC OM 122017106 43,092 236,548 SH   DFND   0 236,548 0
CME GROUP INC OM 12572Q105 206 866 SH   DFND   0 866 0
COTERRA ENERGY INC OM 127097103 37,818 1,402,232 SH   DFND   0 1,402,232 0
CACTUS INC L A 127203107 39,798 701,410 SH   DFND   0 701,410 0
CADENCE DESIGN SYSTEM INC OM 127387108 96,615 587,468 SH   DFND   0 587,468 0
CELSIUS HLDGS INC OM NEW 15118V207 28,853 522,888 SH   DFND   0 522,888 0
CHEFS WHSE INC OM 163086101 28,315 868,556 SH   DFND   0 868,556 0
CIENA CORP OM NEW 171779309 41,521 684,834 SH   DFND   0 684,834 0
COGNEX CORP OM 192422103 67,328 872,695 SH   DFND   0 872,695 0
COPART INC OM 217204106 16,287 129,810 SH   DFND   0 129,810 0
COSTAR GROUP INC OM 22160N109 33,173 498,019 SH   DFND   0 498,019 0
COUPA SOFTWARE INC OM 22266L106 16,430 161,667 SH   DFND   0 161,667 0
CROWDSTRIKE HLDGS INC L A 22788C105 2,340 10,306 SH   DFND   0 10,306 0
DESCARTES SYS GROUP INC OM 249906108 10,361 141,427 SH   DFND   0 141,427 0
DEXCOM INC OM 252131107 73,898 144,445 SH   DFND   0 144,445 0
DOCUSIGN INC OM 256163106 4,062 37,918 SH   DFND   0 37,918 0
DOLLAR TREE INC OM 256746108 64,494 402,709 SH   DFND   0 402,709 0
DOMINOS PIZZA INC OM 25754A201 42,227 103,750 SH   DFND   0 103,750 0
DROPBOX INC L A 26210C104 5,286 227,372 SH   DFND   0 227,372 0
ELECTRONIC ARTS INC OM 285512109 48,697 384,926 SH   DFND   0 384,926 0
ENCORE CAP GROUP INC OM 292554102 9,009 143,609 SH   DFND   0 143,609 0
ENVESTNET INC OM 29404K106 88,992 1,195,483 SH   DFND   0 1,195,483 0
EXELIXIS INC OM 30161Q104 91,906 4,054,077 SH   DFND   0 4,054,077 0
FARFETCH LTD RD SH CL A 30744W107 18,877 1,248,472 SH   DFND   0 1,248,472 0
FASTENAL CO OM 311900104 8,856 149,089 SH   DFND   0 149,089 0
FIRSTCASH HOLDINGS INC OM 33768G107 46,538 661,611 SH   DFND   0 661,611 0
FIVE BELOW INC OM 33829M101 32,583 205,739 SH   DFND   0 205,739 0
FIVE9 INC OM 338307101 59,258 536,761 SH   DFND   0 536,761 0
FLOOR & DECOR HLDGS INC L A 339750101 49,339 609,120 SH   DFND   0 609,120 0
FORTINET INC OM 34959E109 71,079 207,990 SH   DFND   0 207,990 0
FOX FACTORY HLDG CORP OM 35138V102 10,915 111,430 SH   DFND   0 111,430 0
GTY TECHNOLOGY HOLDINGS INC OM 362409104 5,097 1,577,933 SH   DFND   0 1,577,933 0
GUIDEWIRE SOFTWARE INC OM 40171V100 42,921 453,610 SH   DFND   0 453,610 0
HALOZYME THERAPEUTICS INC OM 40637H109 51,642 1,294,937 SH   DFND   0 1,294,937 0
HEALTHSTREAM INC OM 42222N103 9,871 495,523 SH   DFND   0 495,523 0
HEALTHEQUITY INC OM 42226A107 76,241 1,130,501 SH   DFND   0 1,130,501 0
HEICO CORP NEW L A 422806208 71,544 564,096 SH   DFND   0 564,096 0
HOLOGIC INC OM 436440101 52,271 680,437 SH   DFND   0 680,437 0
HUB GROUP INC L A 443320106 23,636 306,121 SH   DFND   0 306,121 0
HUNT J B TRANS SVCS INC OM 445658107 37,361 186,070 SH   DFND   0 186,070 0
HYDROFARM HLDGS GROUP INC OM 44888K209 5,728 378,094 SH   DFND   0 378,094 0
ICF INTL INC OM 44925C103 14,825 157,479 SH   DFND   0 157,479 0
IRHYTHM TECHNOLOGIES INC OM 450056106 55,749 354,029 SH   DFND   0 354,029 0
IDEXX LABS INC OM 45168D104 78,215 142,973 SH   DFND   0 142,973 0
ILLUMINA INC OM 452327109 23,952 68,552 SH   DFND   0 68,552 0
INSULET CORP OM 45784P101 20,210 75,866 SH   DFND   0 75,866 0
INTUITIVE SURGICAL INC OM NEW 46120E602 3,142 10,415 SH   DFND   0 10,415 0
KLA CORP OM NEW 482480100 6,223 17,000 SH   DFND   0 17,000 0
KEYSIGHT TECHNOLOGIES INC OM 49338L103 9,900 62,667 SH   DFND   0 62,667 0
KRATOS DEFENSE & SEC SOLUTIO OM NEW 50077B207 47,536 2,321,101 SH   DFND   0 2,321,101 0
LATTICE SEMICONDUCTOR CORP OM 518415104 20,223 331,801 SH   DFND   0 331,801 0
LESLIES INC OM 527064109 50,295 2,597,862 SH   DFND   0 2,597,862 0
LIGAND PHARMACEUTICALS INC OM NEW 53220K504 46,984 417,670 SH   DFND   0 417,670 0
LIMONEIRA CO OM 532746104 10,477 713,679 SH   DFND   0 713,679 0
LINDSAY CORP OM 535555106 16,759 106,741 SH   DFND   0 106,741 0
LIVE NATION ENTERTAINMENT IN OM 538034109 75,315 640,218 SH   DFND   0 640,218 0
LULULEMON ATHLETICA INC OM 550021109 8,339 22,833 SH   DFND   0 22,833 0
MGP INGREDIENTS INC NEW OM 55303J106 103,627 1,210,743 SH   DFND   0 1,210,743 0
MAGNOLIA OIL & GAS CORP L A 559663109 61,181 2,586,914 SH   DFND   0 2,586,914 0
MANDIANT INC OM 562662106 37,786 1,693,685 SH   DFND   0 1,693,685 0
MANHATTAN ASSOCIATES INC OM 562750109 114,359 824,448 SH   DFND   0 824,448 0
MARKETAXESS HLDGS INC OM 57060D108 68,308 200,788 SH   DFND   0 200,788 0
MATCH GROUP INC NEW OM 57667L107 45,796 421,150 SH   DFND   0 421,150 0
MAXIMUS INC OM 577933104 19,727 263,203 SH   DFND   0 263,203 0
MEDPACE HLDGS INC OM 58506Q109 14,364 87,802 SH   DFND   0 87,802 0
MERCADOLIBRE INC OM 58733R102 180 151 SH   DFND   0 151 0
MICROSOFT CORP OM 594918104 513 1,665 SH   DFND   0 1,665 0
MICROCHIP TECHNOLOGY INC. OM 595017104 62,689 834,297 SH   DFND   0 834,297 0
MISSION PRODUCE INC OM 60510V108 19,548 1,545,334 SH   DFND   0 1,545,334 0
MONSTER BEVERAGE CORP NEW OM 61174X109 9,456 118,348 SH   DFND   0 118,348 0
MONTROSE ENVIRONMENTAL GROUP OM 615111101 23,422 442,503 SH   DFND   0 442,503 0
NATIONAL INSTRS CORP OM 636518102 55,939 1,378,143 SH   DFND   0 1,378,143 0
NEOGEN CORP OM 640491106 38,074 1,234,553 SH   DFND   0 1,234,553 0
NETFLIX INC OM 64110L106 97 258 SH   DFND   0 258 0
NICE LTD PONSORED ADR 653656108 7,435 33,950 SH   DFND   0 33,950 0
NLIGHT INC OM 65487K100 15,104 871,021 SH   DFND   0 871,021 0
NVIDIA CORPORATION OM 67066G104 132 484 SH   DFND   0 484 0
NUVASIVE INC OM 670704105 42,132 743,068 SH   DFND   0 743,068 0
OMNICELL COM OM 68213N109 34,501 266,441 SH   DFND   0 266,441 0
ONTO INNOVATION INC OM 683344105 55,192 635,194 SH   DFND   0 635,194 0
OPEN LENDING CORP OM CL A 68373J104 9,269 490,154 SH   DFND   0 490,154 0
PRA GROUP INC OM 69354N106 76,673 1,700,813 SH   DFND   0 1,700,813 0
PTC INC OM 69370C100 41,849 388,500 SH   DFND   0 388,500 0
PACIRA BIOSCIENCES INC OM 695127100 88,548 1,160,215 SH   DFND   0 1,160,215 0
PALO ALTO NETWORKS INC OM 697435105 81,122 130,314 SH   DFND   0 130,314 0
PALOMAR HLDGS INC OM 69753M105 56,305 879,900 SH   DFND   0 879,900 0
PAPA JOHNS INTL INC OM 698813102 73,705 700,083 SH   DFND   0 700,083 0
PAYPAL HLDGS INC OM 70450Y103 149 1,291 SH   DFND   0 1,291 0
PING IDENTITY HLDG CORP OM 72341T103 21,975 801,139 SH   DFND   0 801,139 0
PIONEER NAT RES CO OM 723787107 42,335 169,318 SH   DFND   0 169,318 0
PIPER SANDLER COMPANIES OM 724078100 32,340 246,400 SH   DFND   0 246,400 0
POOL CORP OM 73278L105 41,507 98,161 SH   DFND   0 98,161 0
POWER INTEGRATIONS INC OM 739276103 61,200 660,337 SH   DFND   0 660,337 0
PROG HOLDINGS INC OM NPV 74319R101 51,812 1,800,918 SH   DFND   0 1,800,918 0
PROS HOLDINGS INC OM 74346Y103 39,107 1,174,035 SH   DFND   0 1,174,035 0
Q2 HLDGS INC OM 74736L109 47,527 770,920 SH   DFND   0 770,920 0
QUALYS INC OM 74758T303 53,240 373,849 SH   DFND   0 373,849 0
RALPH LAUREN CORP L A 751212101 35,513 313,055 SH   DFND   0 313,055 0
RAPID7 INC OM 753422104 73,401 659,848 SH   DFND   0 659,848 0
RAYTHEON TECHNOLOGIES CORP OM 75513E101 125 1,263 SH   DFND   0 1,263 0
RBC BEARINGS INC OM 75524B104 58,778 303,169 SH   DFND   0 303,169 0
REPLIGEN CORP OM 759916109 105,351 560,110 SH   DFND   0 560,110 0
RESMED INC OM 761152107 66,424 273,903 SH   DFND   0 273,903 0
REVOLVE GROUP INC L A 76156B107 75,026 1,397,390 SH   DFND   0 1,397,390 0
RINGCENTRAL INC L A 76680R206 20,427 174,278 SH   DFND   0 174,278 0
ROCKWELL AUTOMATION INC OM 773903109 39,345 140,502 SH   DFND   0 140,502 0
ROPER TECHNOLOGIES INC OM 776696106 7,952 16,840 SH   DFND   0 16,840 0
ROSS STORES INC OM 778296103 8,653 95,656 SH   DFND   0 95,656 0
RYAN SPECIALTY GROUP HLDGS I L A 78351F107 51,536 1,328,587 SH   DFND   0 1,328,587 0
SPS COMM INC OM 78463M107 35,555 270,996 SH   DFND   0 270,996 0
SVB FINANCIAL GROUP OM 78486Q101 72,632 129,827 SH   DFND   0 129,827 0
SALESFORCE COM INC OM 79466L302 144 680 SH   DFND   0 680 0
HENRY SCHEIN INC OM 806407102 7,704 88,359 SH   DFND   0 88,359 0
SCHRODINGER INC OM 80810D103 24,451 716,629 SH   DFND   0 716,629 0
SEMTECH CORP OM 816850101 75,780 1,092,876 SH   DFND   0 1,092,876 0
SHOPIFY INC L A 82509L107 118 175 SH   DFND   0 175 0
SIGNATURE BK NEW YORK N Y OM 82669G104 11,858 40,405 SH   DFND   0 40,405 0
SILICON LABORATORIES INC OM 826919102 69,197 460,702 SH   DFND   0 460,702 0
SILVERGATE CAP CORP L A 82837P408 85,662 568,918 SH   DFND   0 568,918 0
SITEONE LANDSCAPE SUPPLY INC OM 82982L103 83,084 513,850 SH   DFND   0 513,850 0
SPLUNK INC OM 848637104 8,280 55,714 SH   DFND   0 55,714 0
SPORTSMANS WHSE HLDGS INC OM 84920Y106 6,466 604,888 SH   DFND   0 604,888 0
BLOCK INC L A 852234103 116 856 SH   DFND   0 856 0
SUPERNUS PHARMACEUTICALS INC OM 868459108 51,755 1,601,344 SH   DFND   0 1,601,344 0
SYNEOS HEALTH INC L A 87166B102 10,597 130,902 SH   DFND   0 130,902 0
TJX COS INC NEW OM 872540109 129 2,135 SH   DFND   0 2,135 0
TAIWAN SEMICONDUCTOR MFG LTD PONSORED ADS 874039100 211 2,026 SH   DFND   0 2,026 0
TAKE-TWO INTERACTIVE SOFTWAR OM 874054109 73,328 476,960 SH   DFND   0 476,960 0
TANDEM DIABETES CARE INC OM NEW 875372203 96,982 833,969 SH   DFND   0 833,969 0
TERADYNE INC OM 880770102 5,651 47,796 SH   DFND   0 47,796 0
TOAST INC L A 888787108 20,872 960,514 SH   DFND   0 960,514 0
TRADEWEB MKTS INC L A 892672106 74,490 847,729 SH   DFND   0 847,729 0
TRAEGER INC OMMON STOCK 89269P103 5,427 729,438 SH   DFND   0 729,438 0
TREX CO INC OM 89531P105 48,320 739,630 SH   DFND   0 739,630 0
TYLER TECHNOLOGIES INC OM 902252105 63,700 143,181 SH   DFND   0 143,181 0
UIPATH INC L A 90364P105 5,339 247,309 SH   DFND   0 247,309 0
ULTA BEAUTY INC OM 90384S303 64,200 161,218 SH   DFND   0 161,218 0
UNITED PARCEL SERVICE INC L B 911312106 186 869 SH   DFND   0 869 0
UNITY SOFTWARE INC OM 91332U101 22,452 226,306 SH   DFND   0 226,306 0
VARONIS SYS INC OM 922280102 49,765 1,046,793 SH   DFND   0 1,046,793 0
VEEVA SYS INC L A COM 922475108 8,548 40,235 SH   DFND   0 40,235 0
VERISK ANALYTICS INC OM 92345Y106 66,520 309,928 SH   DFND   0 309,928 0
VIPER ENERGY PARTNERS LP OM UNT RP INT 92763M105 32,815 1,109,727 SH   DFND   0 1,109,727 0
WARNER MUSIC GROUP CORP OM CL A 934550203 49,961 1,319,961 SH   DFND   0 1,319,961 0
WEX INC OM 96208T104 71,174 398,845 SH   DFND   0 398,845 0
WINGSTOP INC OM 974155103 81,840 697,402 SH   DFND   0 697,402 0
ZOOMINFO TECHNOLOGIES INC OM CL A 98980F104 6,649 111,291 SH   DFND   0 111,291 0
AMBARELLA INC HS G037AX101 27,651 263,541 SH   DFND   0 263,541 0
ICON PLC HS G4705A100 125,415 515,644 SH   DFND   0 515,644 0
MEDTRONIC PLC HS G5960L103 101 908 SH   DFND   0 908 0
GARMIN LTD HS H2906T109 36,241 305,550 SH   DFND   0 305,550 0
GLOBANT S A OM L44385109 74,184 283,069 SH   DFND   0 283,069 0
NEOGAMES S A HS L6673X107 3,477 225,331 SH   DFND   0 225,331 0
SPOTIFY TECHNOLOGY S A HS L8681T102 7,224 47,835 SH   DFND   0 47,835 0
CYBERARK SOFTWARE LTD HS M2682V108 78,022 462,353 SH   DFND   0 462,353 0
KORNIT DIGITAL LTD HS M6372Q113 73,095 883,960 SH   DFND   0 883,960 0
ASML HOLDING N V Y REGISTRY SHS N07059210 102 153 SH   DFND   0 153 0
NXP SEMICONDUCTORS N V OM N6596X109 9,016 48,713 SH   DFND   0 48,713 0