The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ACI WORLDWIDE INC | COM | 004498101 | 21,390 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
ACUITY BRANDS INC | COM | 00508Y102 | 130,714 | 640,753 | SH | DFND | 02 01 | 0 | 640,753 | 0 | |
ACXIOM CORP | COM | 005125109 | 60,426 | 2,122,429 | SH | DFND | 02 01 | 0 | 2,122,429 | 0 | |
ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 1,241 | 70,928 | SH | DFND | 2 | 0 | 70,928 | 0 | |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 14,492 | 97,745 | SH | DFND | 02 01 | 0 | 97,745 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 220 | 4,858 | SH | DFND | 2 | 0 | 4,858 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 1,480 | 28,000 | SH | DFND | 2 | 0 | 28,000 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 95,636 | 2,468,035 | SH | DFND | 02 01 | 0 | 2,394,035 | 74,000 | |
ALEXANDERS INC | COM | 014752109 | 94,345 | 218,462 | SH | DFND | 02 01 | 5,000 | 198,742 | 14,720 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 115,211 | 1,042,449 | SH | DFND | 02 01 | 0 | 960,449 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 137,766 | 1,277,620 | SH | DFND | 02 01 | 0 | 1,277,620 | 0 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 2,987 | 26,040 | SH | DFND | 02 01 | 0 | 26,040 | 0 | |
ALPHABET INC | CL A | 02079K305 | 3,352 | 3,954 | SH | DFND | 02 01 | 0 | 3,954 | 0 | |
ALPHABET INC | CL C | 02079K107 | 21,018 | 25,336 | SH | DFND | 02 01 | 0 | 25,336 | 0 | |
AMAZON COM INC | COM | 023135106 | 65,177 | 73,518 | SH | DFND | 02 01 | 0 | 73,518 | 0 | |
AMBER RD INC | COM | 02318Y108 | 1,499 | 194,200 | SH | DFND | 2 | 0 | 194,200 | 0 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 38,639 | 923,500 | SH | DFND | 2 | 0 | 810,000 | 113,500 | |
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 11,319 | 237,841 | SH | DFND | 02 01 | 0 | 237,841 | 0 | |
AMERICAN TOWER CORP | COM | 03027X100 | 44,479 | 365,963 | SH | DFND | 02 01 | 0 | 365,963 | 0 | |
ANDARKO PETE CORP | COM | 032511107 | 1,345 | 21,700 | SH | DFND | 2 | 0 | 21,700 | 0 | |
ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 15,733 | 1,460,835 | SH | DFND | 02 01 | 0 | 1,460,835 | 0 | |
ANSYS INC | COM | 03662Q105 | 282,826 | 2,646,452 | SH | DFND | 02 01 | 0 | 2,447,952 | 198,500 | |
ANTERO RES CORP | COM | 03674X106 | 1,943 | 85,200 | SH | DFND | 2 | 0 | 85,200 | 0 | |
APPLE INC | COM | 037833100 | 7,010 | 48,796 | SH | DFND | 02 01 | 0 | 48,796 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 819,697 | 8,649,326 | SH | DFND | 02 01 | 0 | 8,300,326 | 349,000 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 438 | 15,874 | SH | DFND | 02 01 | 0 | 15,874 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 4,568 | 34,401 | SH | DFND | 02 01 | 0 | 34,401 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 61,418 | 1,042,400 | SH | DFND | 2 | 0 | 1,042,400 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 43,136 | 250,036 | SH | DFND | 02 01 | 0 | 250,036 | 0 | |
BANCO SANTANDER CHILE | SP ADR REP COM | 05965X109 | 29,379 | 1,171,398 | SH | DFND | 02 01 | 0 | 1,171,398 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 118,020 | 4,222,533 | SH | DFND | 02 01 | 0 | 3,812,019 | 410,514 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 250 | 1 | SH | DFND | 0? | 1 | 0 | 0 | |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 38,856 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 153,859 | 1,513,617 | SH | DFND | 02 01 | 0 | 1,410,117 | 103,500 | |
BIOGEN IDEC INC | COM | 09062X103 | 1,811 | 6,625 | SH | DFND | 02 01 | 0 | 6,625 | 0 | |
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 18,756 | 732,388 | SH | DFND | 02 01 | 0 | 732,388 | 0 | |
BJS RESTAURANTS INC | COM | 09180C106 | 20,200 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
BLACKLINE INC | COM | 09239B109 | 731 | 24,564 | SH | DFND | 2 | 0 | 24,564 | 0 | |
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 44,483 | 1,256,932 | SH | DFND | 02 01 | 0 | 1,134,340 | 122,592 | |
BOSTON PROPERTIES INC | COM | 101121101 | 7,889 | 59,583 | SH | DFND | 02 01 | 0 | 59,583 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 15,646 | 710,837 | SH | DFND | 02 01 | 0 | 710,837 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 315,685 | 4,354,882 | SH | DFND | 02 01 | 0 | 4,037,882 | 317,000 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 26,448 | 725,408 | SH | DFND | 02 01 | 0 | 725,408 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 12,824 | 269,421 | SH | DFND | 02 01 | 0 | 269,421 | 0 | |
CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 97,852 | 2,699,371 | SH | DFND | 02 01 | 0 | 2,419,371 | 280,000 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 35,464 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
CANTEL MEDICAL CORP | COM | 138098108 | 40,050 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
CAPITOL ACQUISITION CORP III | COM | 14055M106 | 31,650 | 3,000,000 | SH | DFND | 2 | 0 | 3,000,000 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 88,004 | 5,517,505 | SH | DFND | 02 01 | 0 | 5,242,505 | 275,000 | |
CARMAX INC | COM | 143130102 | 31,673 | 534,830 | SH | DFND | 02 01 | 0 | 534,830 | 0 | |
CARRIZO OIL & GAS INC | COM | 144577103 | 496 | 17,300 | SH | DFND | 2 | 0 | 17,300 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 16,433 | 202,702 | SH | DFND | 2 | 0 | 202,702 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 98,882 | 2,842,252 | SH | DFND | 02 01 | 0 | 2,842,252 | 0 | |
CDK GLOBAL INC | COM | 12508E101 | 15,638 | 240,551 | SH | DFND | 02 01 | 0 | 240,551 | 0 | |
CERUS CORP | COM | 157085101 | 2,066 | 464,300 | SH | DFND | 2 | 0 | 464,300 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 1,919 | 18,689 | SH | DFND | 2 | 0 | 18,689 | 0 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 31,680 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
CHEFS WAREHOUSE INC | COM | 163086101 | 20,850 | 1,500,000 | SH | DFND | 2 | 0 | 1,500,000 | 0 | |
CHINA DISTANCE ED HLDGS LTD | SPONS ADR | 16944W104 | 714 | 70,000 | SH | DFND | 2 | 0 | 70,000 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 306,312 | 4,893,166 | SH | DFND | 02 01 | 20,000 | 4,323,166 | 550,000 | |
CHURCH & DWIGHT INC | COM | 171340102 | 119,539 | 2,397,010 | SH | DFND | 02 01 | 0 | 2,180,010 | 217,000 | |
CIMPRESS N V | SHS EURO | N20146101 | 431 | 5,000 | SH | DFND | 2 | 0 | 5,000 | 0 | |
CLUBCORP HLDGS INC | COM | 18948M108 | 31,463 | 1,960,309 | SH | DFND | 02 01 | 0 | 1,795,309 | 165,000 | |
CME GROUP INC | COM | 12572Q105 | 5,227 | 43,996 | SH | DFND | 02 01 | 0 | 43,996 | 0 | |
COGNEX CORP | COM | 192422103 | 83,950 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 116,368 | 2,911,379 | SH | DFND | 02 01 | 0 | 2,528,879 | 382,500 | |
COHERENT INC | COM | 192479103 | 1,254 | 6,100 | SH | DFND | 2 | 0 | 6,100 | 0 | |
COMMERCEHUB INC | COM SER C | 20084V306 | 2,337 | 150,500 | SH | DFND | 02 01 | 0 | 150,500 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 1 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 26,374 | 205,498 | SH | DFND | 02 01 | 0 | 205,498 | 0 | |
COOPER COS INC | COM | 216648402 | 50,758 | 253,931 | SH | DFND | 02 01 | 0 | 253,931 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 59,148 | 526,930 | SH | DFND | 02 01 | 0 | 526,930 | 0 | |
CORE LABORATORIES N V | COM | N22717107 | 1,323 | 11,450 | SH | DFND | 2 | 0 | 11,450 | 0 | |
COSTAR GROUP INC | COM | 22160N109 | 621,533 | 2,999,386 | SH | DFND | 02 01 | 0 | 2,819,625 | 179,761 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 57,774 | 1,175,469 | SH | DFND | 02 01 | 0 | 1,175,469 | 0 | |
DEXCOM INC | COM | 252131107 | 66,854 | 789,027 | SH | DFND | 02 01 | 0 | 789,027 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 94,105 | 1,933,928 | SH | DFND | 02 01 | 0 | 1,763,928 | 170,000 | |
DIGITALGLOBE INC | COM | 25389M877 | 25,931 | 791,800 | SH | DFND | 2 | 0 | 791,800 | 0 | |
DOMINION MIDSTREAM PARTNERS | COM UT REP LTD | 257454108 | 14,218 | 445,000 | SH | DFND | 2 | 0 | 445,000 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 238,567 | 6,212,690 | SH | DFND | 02 01 | 0 | 5,740,690 | 472,000 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 3,723 | 39,576 | SH | DFND | 02 01 | 0 | 39,576 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 2,178 | 24,325 | SH | DFND | 02 01 | 0 | 24,325 | 0 | |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 61,037 | 1,250,000 | SH | DFND | 2 | 0 | 1,250,000 | 0 | |
ENCANA CORP | COM | 292505104 | 7,181 | 613,200 | SH | DFND | 2 | 0 | 613,200 | 0 | |
ENERGEN CORP | COM | 29265N108 | 1,506 | 27,666 | SH | DFND | 2 | 0 | 27,666 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 2,650 | 134,300 | SH | DFND | 2 | 0 | 134,300 | 0 | |
ENVESTNET INC | COM | 29404K106 | 3,518 | 108,925 | SH | DFND | 02 01 | 0 | 108,925 | 0 | |
EOG RES INC | COM | 26875P101 | 2,221 | 22,768 | SH | DFND | 2 | 0 | 22,768 | 0 | |
EPAM SYS INC | COM | 29414B104 | 3,072 | 40,673 | SH | DFND | 02 01 | 0 | 40,673 | 0 | |
EQUINIX INC | COM | 29444U700 | 120,471 | 300,900 | SH | DFND | 02 01 | 0 | 300,900 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 13,771 | 221,335 | SH | DFND | 02 01 | 0 | 221,335 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 959 | 16,500 | SH | DFND | 2 | 0 | 16,500 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 21,600 | 597,174 | SH | DFND | 02 01 | 0 | 550,174 | 47,000 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 1,471 | 175,542 | SH | DFND | 2 | 0 | 175,542 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 39,985 | 316,916 | SH | DFND | 02 01 | 0 | 316,916 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 18,528 | 130,430 | SH | DFND | 02 01 | 0 | 130,430 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 506,599 | 3,071,972 | SH | DFND | 02 01 | 0 | 2,920,972 | 151,000 | |
FASTENAL CO | COM | 311900104 | 45,612 | 885,673 | SH | DFND | 02 01 | 0 | 885,673 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 187,666 | 4,309,201 | SH | DFND | 02 01 | 0 | 4,011,972 | 297,229 | |
FIREEYE INC | COM | 31816Q101 | 351 | 27,843 | SH | DFND | 2 | 0 | 27,843 | 0 | |
FIRST REP BK SAN FRAN CALI N | COM | 33616C100 | 51,973 | 554,026 | SH | DFND | 02 01 | 0 | 554,026 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 112,347 | 741,906 | SH | DFND | 02 01 | 0 | 741,906 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 2,836 | 105,400 | SH | DFND | 2 | 0 | 105,400 | 0 | |
FLOTEK INDUSTRIES INC DEL | COM | 343389102 | 32,280 | 2,523,852 | SH | DFND | 2 | 0 | 2,523,852 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 31,939 | 360,814 | SH | DFND | 02 01 | 0 | 360,814 | 0 | |
FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 1,463 | 70,700 | SH | DFND | 2 | 0 | 70,700 | 0 | |
FOUNDATION MEDICINE INC | COM | 350465100 | 2,835 | 87,900 | SH | DFND | 2 | 0 | 87,900 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 384,992 | 11,519,813 | SH | DFND | 02 01 | 0 | 10,806,313 | 713,500 | |
GARTNER INC | COM | 366651107 | 755,408 | 6,995,166 | SH | DFND | 02 01 | 0 | 6,691,166 | 304,000 | |
GLAUKOS CORP | COM | 377322102 | 31,305 | 610,227 | SH | DFND | 02 01 | 0 | 566,748 | 43,479 | |
GLOBANT S A | COM | L44385109 | 372 | 10,221 | SH | DFND | 2 | 0 | 10,221 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 5,017 | 179,635 | SH | DFND | 2 | 0 | 179,635 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 184 | 800 | SH | DFND | 0? | 800 | 0 | 0 | |
GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 100 | 4,529 | SH | DFND | 2 | 0 | 4,529 | 0 | |
GRIFOLS S A | SPONSORED ADR | 398438408 | 755 | 40,000 | SH | DFND | 2 | 0 | 40,000 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 279,883 | 4,968,634 | SH | DFND | 02 01 | 0 | 4,804,634 | 164,000 | |
HALLIBURTON CO | COM | 406216101 | 3,592 | 72,996 | SH | DFND | 2 | 0 | 72,996 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 220 | 2,926 | SH | DFND | 2 | 0 | 2,926 | 0 | |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 9,695 | 225,000 | SH | DFND | 2 | 0 | 225,000 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 55,812 | 1,314,771 | SH | DFND | 02 01 | 0 | 1,314,771 | 0 | |
HENRY SCHEIN INC | COM | 806407102 | 61,120 | 359,595 | SH | DFND | 02 01 | 0 | 359,595 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 13,021 | 454,328 | SH | DFND | 02 01 | 0 | 454,328 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 28,076 | 480,261 | SH | DFND | 02 01 | 0 | 480,261 | 0 | |
HOME DEPOT INC | COM | 437076102 | 43,389 | 295,506 | SH | DFND | 02 01 | 2,000 | 293,506 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 4,767 | 137,623 | SH | DFND | 02 01 | 0 | 137,623 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 243,116 | 4,503,809 | SH | DFND | 02 01 | 0 | 4,203,809 | 300,000 | |
ICHOR HOLDINGS | SHS | G4740B105 | 1,366 | 68,900 | SH | DFND | 2 | 0 | 68,900 | 0 | |
ICON PLC | SHS | G4705A100 | 66,104 | 829,200 | SH | DFND | 02 01 | 0 | 829,200 | 0 | |
IDEX CORP | COM | 45167R104 | 42,540 | 454,928 | SH | DFND | 02 01 | 0 | 454,928 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 783,761 | 5,069,276 | SH | DFND | 02 01 | 0 | 4,817,276 | 252,000 | |
ILLUMINA INC | COM | 452327109 | 78,237 | 458,490 | SH | DFND | 02 01 | 0 | 458,490 | 0 | |
IMPINJ INC | COM | 453204109 | 2,997 | 99,000 | SH | DFND | 2 | 0 | 99,000 | 0 | |
INC RESH HLDGS INC | CL A | 45329R109 | 34,387 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
INOGEN INC | COM | 45780L104 | 1,551 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
INOVALON HLDGS INC | COM CL A | 45781D101 | 60,730 | 4,819,816 | SH | DFND | 02 01 | 0 | 4,541,816 | 278,000 | |
INTERXION HOLDING N.V | SHS | N47279109 | 58,299 | 1,473,678 | SH | DFND | 02 01 | 0 | 1,473,678 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 8,372 | 10,923 | SH | DFND | 02 01 | 0 | 10,923 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 15,942 | 730,297 | SH | DFND | 02 01 | 0 | 730,297 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 112,761 | 9,393,112 | SH | DFND | 02 01 | 0 | 8,471,801 | 921,311 | |
JD COM INC | SPON ADR CL A | 47215P106 | 404 | 12,997 | SH | DFND | 2 | 0 | 12,997 | 0 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 26,385 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
JONES ENERGY INC | COM CL A | 48019R108 | 1,841 | 721,986 | SH | DFND | 2 | 0 | 721,986 | 0 | |
KEANE GROUP INC | COM | 48669A108 | 593 | 41,500 | SH | DFND | 2 | 0 | 41,500 | 0 | |
KEYW HOLDING CORP | COM | 493723100 | 2,152 | 228,000 | SH | DFND | 2 | 0 | 228,000 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 7,671 | 239,410 | SH | DFND | 02 01 | 0 | 221,910 | 17,500 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 1,690 | 88,500 | SH | DFND | 2 | 0 | 88,500 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 8,509 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 25,920 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 41,933 | 922,000 | SH | DFND | 2 | 0 | 922,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 2,093 | 64,000 | SH | DFND | 2 | 0 | 64,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 25,612 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 5,838 | 150,000 | SH | DFND | 2 | 0 | 150,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 46,536 | 1,200,000 | SH | DFND | 2 | 0 | 1,200,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 56,091 | 350,765 | SH | DFND | 02 01 | 0 | 335,765 | 15,000 | |
LOWES COMPANIES INC | COM | 548661107 | 9,300 | 113,122 | SH | DFND | 02 01 | 0 | 113,122 | 0 | |
LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 285 | 4,557 | SH | DFND | 2 | 0 | 4,557 | 0 | |
MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 4,468 | 92,500 | SH | DFND | 2 | 0 | 92,500 | 0 | |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 34,602 | 429,412 | SH | DFND | 02 01 | 0 | 429,412 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 49,928 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 244,840 | 14,487,556 | SH | DFND | 02 01 | 0 | 13,124,169 | 1,363,387 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 3,006 | 57,757 | SH | DFND | 1 | 0 | 57,757 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 50,705 | 270,439 | SH | DFND | 02 01 | 0 | 270,439 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 22,590 | 239,855 | SH | DFND | 02 01 | 0 | 239,855 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 214,691 | 2,148,414 | SH | DFND | 02 01 | 0 | 1,960,214 | 188,200 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,332 | 111,488 | SH | DFND | 02 01 | 0 | 111,488 | 0 | |
MASCO CORP | COM | 574599106 | 17,910 | 526,908 | SH | DFND | 02 01 | 0 | 526,908 | 0 | |
MASONITE INTERNATIONAL CORP | COM | 575385109 | 151,388 | 1,910,258 | SH | DFND | 02 01 | 0 | 1,910,258 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 14,880 | 132,299 | SH | DFND | 02 01 | 0 | 132,299 | 0 | |
MAXIMUS INC | COM | 577933104 | 222,300 | 3,573,955 | SH | DFND | 02 01 | 0 | 3,279,455 | 294,500 | |
MEDPACE HLDGS INC | COM | 58506Q109 | 1,400 | 46,904 | SH | DFND | 2 | 0 | 46,904 | 0 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 5,929 | 116,377 | SH | DFND | 02 01 | 0 | 116,377 | 0 | |
MERCURY SYS INC | COM | 589378108 | 43,619 | 1,117,000 | SH | DFND | 2 | 0 | 1,117,000 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 315,025 | 657,795 | SH | DFND | 02 01 | 0 | 636,795 | 21,000 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 28,203 | 1,042,632 | SH | DFND | 02 01 | 0 | 1,042,632 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 49,700 | 1,813,858 | SH | DFND | 02 01 | 0 | 1,813,858 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 187,565 | 1,374,604 | SH | DFND | 02 01 | 0 | 1,286,604 | 88,000 | |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 27,240 | 443,648 | SH | DFND | 02 01 | 0 | 443,648 | 0 | |
MOELIS & CO | CL A | 60786M105 | 72,986 | 1,895,730 | SH | DFND | 02 01 | 0 | 1,815,730 | 80,000 | |
MOHAWK INDUSTRIES INC | COM | 608190104 | 59,536 | 259,427 | SH | DFND | 02 01 | 0 | 259,427 | 0 | |
MOMO INC | ADR | 60879B107 | 53,351 | 1,565,924 | SH | DFND | 02 01 | 0 | 1,565,924 | 0 | |
MONSANTO CO NEW | COM | 61166W101 | 4,301 | 37,998 | SH | DFND | 02 01 | 0 | 37,998 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 120,591 | 1,534,231 | SH | DFND | 02 01 | 0 | 1,381,231 | 153,000 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 1,234 | 34,200 | SH | DFND | 2 | 0 | 34,200 | 0 | |
MSCI INC | CL A | 55354G100 | 217,388 | 2,236,734 | SH | DFND | 02 01 | 0 | 2,054,234 | 182,500 | |
MSG NETWORK INC | CL A | 553573106 | 23,350 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
MULESOFT INC | CL A | 625207105 | 608 | 25,000 | SH | DFND | 2 | 0 | 25,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 2,621 | 136,500 | SH | DFND | 2 | 0 | 136,500 | 0 | |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 1,499 | 114,700 | SH | DFND | 2 | 0 | 114,700 | 0 | |
NEOGEN CORP | COM | 640491106 | 29,143 | 444,596 | SH | DFND | 2 | 0 | 397,588 | 47,008 | |
NETFLIX INC | COM | 64110L106 | 7,376 | 49,900 | SH | DFND | 02 01 | 0 | 49,900 | 0 | |
NEVRO CORP | COM | 64157F103 | 1,527 | 16,300 | SH | DFND | 2 | 0 | 16,300 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 4,001 | 108,400 | SH | DFND | 2 | 0 | 108,400 | 0 | |
NIELSEN HOLDINGS PLC | COM | G6518L108 | 32,524 | 787,323 | SH | DFND | 02 01 | 0 | 787,323 | 0 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 2,510 | 48,203 | SH | DFND | 2 | 0 | 48,203 | 0 | |
NORD ANGLIA EDUCATION INC | SHS | G6583A102 | 171,794 | 6,779,564 | SH | DFND | 02 01 | 0 | 6,500,564 | 279,000 | |
NORDSON CORP | COM | 655663102 | 30,710 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 53,992 | 1,064,297 | SH | DFND | 02 01 | 0 | 1,064,297 | 0 | |
NOVADAQ TECHNOLOGIES INC | COM | 66987G102 | 1,447 | 185,700 | SH | DFND | 2 | 0 | 185,700 | 0 | |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,419 | 8,964 | SH | DFND | 02 01 | 0 | 8,964 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 90,152 | 1,990,105 | SH | DFND | 02 01 | 0 | 1,830,105 | 160,000 | |
ON ASSIGNMENT INC | COM | 682159108 | 99,977 | 2,060,100 | SH | DFND | 02 01 | 0 | 2,060,100 | 0 | |
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 2,241 | 49,134 | SH | DFND | 2 | 0 | 49,134 | 0 | |
PANERA BREAD CO | CL A | 69840W108 | 160,625 | 613,375 | SH | DFND | 02 01 | 0 | 548,375 | 65,000 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 12,925 | 503,510 | SH | DFND | 02 01 | 0 | 503,510 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 6,216 | 191,200 | SH | DFND | 2 | 0 | 191,200 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 33,313 | 2,371,000 | SH | DFND | 2 | 0 | 2,371,000 | 0 | |
PATHEON N V | SHS | N6865W105 | 658 | 25,000 | SH | DFND | 2 | 0 | 25,000 | 0 | |
PBF LOGISTICS LP | UNIT LTD PTNR | 69318Q104 | 17,240 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 52,683 | 1,201,430 | SH | DFND | 02 01 | 0 | 1,201,430 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 101,480 | 5,506,237 | SH | DFND | 02 01 | 0 | 5,033,666 | 472,571 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 39,897 | 1,676,350 | SH | DFND | 02 01 | 0 | 1,541,350 | 135,000 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 240 | 24,814 | SH | DFND | 2 | 0 | 24,814 | 0 | |
PINNACLE ENTMT INC | COM | 72348Y105 | 95,026 | 4,868,154 | SH | DFND | 02 01 | 0 | 4,274,463 | 593,691 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 65,515 | 1,004,364 | SH | DFND | 02 01 | 0 | 1,004,364 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 18,763 | 275,314 | SH | DFND | 02 01 | 4,000 | 271,314 | 0 | |
PRICELINE GRP INC | COM | 741503403 | 74,481 | 41,844 | SH | DFND | 02 01 | 0 | 41,844 | 0 | |
PRIMERICA INC | COM | 74164M108 | 236,366 | 2,875,501 | SH | DFND | 02 01 | 0 | 2,607,501 | 268,000 | |
PROCTER & GAMBLE CO | COM | 742718109 | 161 | 1,796 | SH | DFND | 0? | 1,796 | 0 | 0 | |
PROLOGIS INC | COM | 74340W103 | 14,780 | 284,897 | SH | DFND | 02 01 | 0 | 284,897 | 0 | |
PROOFPOINT INC | COM | 743424103 | 2,199 | 29,572 | SH | DFND | 02 01 | 0 | 29,572 | 0 | |
QAD INC | CL A | 74727D306 | 334 | 12,000 | SH | DFND | 2 | 0 | 12,000 | 0 | |
QAD INC | CL B | 74727D207 | 887 | 37,000 | SH | DFND | 2 | 0 | 37,000 | 0 | |
QUALCOMM INC | COM | 747525103 | 229 | 4,000 | SH | DFND | 0? | 4,000 | 0 | 0 | |
QUALYS INC | COM | 74758T303 | 27,349 | 721,600 | SH | DFND | 2 | 0 | 721,600 | 0 | |
QUORUM HEALTH CORP | COM | 74909E106 | 0 | 25 | SH | DFND | 1 | 0 | 25 | 0 | |
QUOTIENT TECHNOLOGY INC | COM | 749119103 | 1,098 | 115,000 | SH | DFND | 2 | 0 | 115,000 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 41,263 | 425,000 | SH | DFND | 2 | 0 | 425,000 | 0 | |
RED HAT INC | COM | 756577102 | 8,318 | 96,163 | SH | DFND | 02 01 | 0 | 96,163 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 95,494 | 4,305,396 | SH | DFND | 02 01 | 0 | 4,092,396 | 213,000 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,491 | 6,429 | SH | DFND | 02 01 | 0 | 6,429 | 0 | |
REV GROUP INC | COM | 749527107 | 20,677 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 10,910 | 484,440 | SH | DFND | 02 01 | 0 | 484,440 | 0 | |
RICE ENERGY INC | COM | 762760106 | 2,993 | 126,300 | SH | DFND | 2 | 0 | 126,300 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 47,151 | 965,608 | SH | DFND | 02 01 | 42,000 | 923,608 | 0 | |
ROLLINS INC | COM | 775711104 | 23,203 | 624,901 | SH | DFND | 02 01 | 0 | 624,901 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 52,390 | 253,718 | SH | DFND | 02 01 | 0 | 253,718 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 14,240 | 145,144 | SH | DFND | 02 01 | 0 | 145,144 | 0 | |
RSP PERMIAN INC | COM | 74978Q105 | 6,455 | 155,800 | SH | DFND | 2 | 0 | 155,800 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 1,334 | 16,075 | SH | DFND | 2 | 0 | 16,075 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 5,509 | 77,510 | SH | DFND | 02 01 | 0 | 77,510 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,869 | 59,028 | SH | DFND | 02 01 | 0 | 59,028 | 0 | |
SANCHEZ PRODTN PARTNER | COM UNIT REPSTG | 79971C201 | 1,962 | 125,000 | SH | DFND | 2 | 0 | 125,000 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 12,141 | 412,971 | SH | DFND | 02 01 | 0 | 412,971 | 0 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 191,384 | 1,589,966 | SH | DFND | 02 01 | 0 | 1,589,966 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 1,992 | 25,500 | SH | DFND | 2 | 0 | 25,500 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 266,806 | 6,537,770 | SH | DFND | 02 01 | 187,250 | 6,121,520 | 229,000 | |
SCORPIO TANKERS INC | SHS | Y7542C106 | 11,996 | 2,701,804 | SH | DFND | 2 | 0 | 2,701,804 | 0 | |
SEMGROUP CORP | CL A | 81663A105 | 1,627 | 45,200 | SH | DFND | 2 | 0 | 45,200 | 0 | |
SERVICENOW INC | COM | 81762P102 | 6,593 | 75,377 | SH | DFND | 02 01 | 0 | 75,377 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 26,108 | 84,167 | SH | DFND | 02 01 | 0 | 84,167 | 0 | |
SIENTRA INC | COM | 82621J105 | 1,897 | 225,317 | SH | DFND | 2 | 0 | 225,317 | 0 | |
SIMON PROPERTY GROUP INC NEW | COM | 828806109 | 16,747 | 97,351 | SH | DFND | 02 01 | 0 | 97,351 | 0 | |
SINA CORP | ORD | G81477104 | 12,984 | 180,030 | SH | DFND | 02 01 | 0 | 180,030 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 79,018 | 1,632,271 | SH | DFND | 02 01 | 0 | 1,632,271 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 10,662 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
SMART & FINAL STORES INC | COM | 83190B101 | 38,463 | 3,178,771 | SH | DFND | 02 01 | 0 | 2,948,771 | 230,000 | |
SMART SAND INC | COM | 83191H107 | 1,950 | 120,000 | SH | DFND | 2 | 0 | 120,000 | 0 | |
SMITH A O | COM | 831865209 | 17,475 | 341,578 | SH | DFND | 02 01 | 0 | 341,578 | 0 | |
SMUCKER J M CO | COM | 832696405 | 33 | 251 | SH | DFND | 0? | 251 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 2,253 | 100,000 | SH | DFND | 02 01 | 0 | 100,000 | 0 | |
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 34,998 | 1,018,277 | SH | DFND | 02 01 | 0 | 1,018,277 | 0 | |
SONY CORP | ADR | 835699307 | 1,619 | 48,000 | SH | DFND | 2 | 0 | 48,000 | 0 | |
SPECTRANETICS CORP | COM | 84760C107 | 37,906 | 1,301,500 | SH | DFND | 2 | 0 | 1,301,500 | 0 | |
SPLUNK INC | COM | 848637104 | 2,710 | 43,500 | SH | DFND | 02 01 | 0 | 43,500 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 279,358 | 7,891,478 | SH | DFND | 02 01 | 0 | 7,238,478 | 653,000 | |
STARBUCKS CORP | COM | 855244109 | 2,841 | 48,649 | SH | DFND | 02 01 | 0 | 48,649 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 58,068 | 2,350,000 | SH | DFND | 2 | 0 | 2,350,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 984 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
SYNCHRONY FINL | COM | 87165B103 | 5,200 | 151,594 | SH | DFND | 02 01 | 0 | 151,594 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 69,844 | 2,126,792 | SH | DFND | 02 01 | 0 | 2,126,792 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 55,903 | 524,562 | SH | DFND | 02 01 | 0 | 524,562 | 0 | |
TALLGRASS ENERGY GP LP | SHS CL A | 874696107 | 395 | 13,742 | SH | DFND | 02 01 | 0 | 13,742 | 0 | |
TARGA RES CORP | COM | 87612G101 | 3,492 | 58,300 | SH | DFND | 2 | 0 | 58,300 | 0 | |
TECHNIPFMC PLC | COM | G87110105 | 2,203 | 67,800 | SH | DFND | 2 | 0 | 67,800 | 0 | |
TELADOC INC | COM | 87918A105 | 1,687 | 67,500 | SH | DFND | 2 | 0 | 67,500 | 0 | |
TELEFLEX INC | COM | 879369106 | 22,620 | 116,762 | SH | DFND | 02 01 | 0 | 116,762 | 0 | |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 11,198 | 2,332,986 | SH | DFND | 02 01 | 0 | 2,332,986 | 0 | |
TESLA MOTORS INC | COM | 88160R101 | 448,255 | 1,610,690 | SH | DFND | 02 01 | 187,500 | 1,347,526 | 75,664 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 21,147 | 567,711 | SH | DFND | 02 01 | 0 | 567,711 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 2,699 | 374,800 | SH | DFND | 2 | 0 | 374,800 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 26,412 | 277,144 | SH | DFND | 02 01 | 3,000 | 274,144 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 11,805 | 326,925 | SH | DFND | 02 01 | 0 | 326,925 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 1,758 | 92,500 | SH | DFND | 2 | 0 | 92,500 | 0 | |
TRACTOR SUPPLY CO | COM | 892356106 | 15,878 | 230,212 | SH | DFND | 02 01 | 0 | 230,212 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 121,088 | 550,000 | SH | DFND | 2 | 0 | 550,000 | 0 | |
TREEHOUSE FOODS INC | COM | 89469A104 | 83,670 | 988,311 | SH | DFND | 02 01 | 0 | 799,311 | 189,000 | |
TREX CO INC | COM | 89531P105 | 81,165 | 1,169,695 | SH | DFND | 02 01 | 0 | 1,104,695 | 65,000 | |
TRUECAR INC | COM | 89785L107 | 2,243 | 145,000 | SH | DFND | 2 | 0 | 145,000 | 0 | |
U S SILICA HLDGS INC | COM | 90346E103 | 2,308 | 48,100 | SH | DFND | 2 | 0 | 48,100 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 91,256 | 467,474 | SH | DFND | 02 01 | 0 | 467,474 | 0 | |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 2,091 | 30,848 | SH | DFND | 02 01 | 0 | 30,848 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 111,218 | 5,622,746 | SH | DFND | 02 01 | 0 | 5,044,746 | 578,000 | |
UNDER ARMOUR INC | CL C | 904311206 | 99,226 | 5,422,160 | SH | DFND | 02 01 | 0 | 5,022,159 | 400,001 | |
UNIVAR INC | COM | 91336L107 | 52,888 | 1,725,000 | SH | DFND | 2 | 0 | 1,725,000 | 0 | |
UNIVERSAL HEALTH SVCS INC | CL B | 913903100 | 19,442 | 156,224 | SH | DFND | 02 01 | 0 | 156,224 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 998,107 | 5,201,182 | SH | DFND | 02 01 | 0 | 4,549,182 | 652,000 | |
VALERO ENERGY CORP | COM | 91913Y100 | 2,844 | 42,900 | SH | DFND | 2 | 0 | 42,900 | 0 | |
VALERO ENERGY PARTNERS LP | COM UNT REP LP | 91914J102 | 37,950 | 792,100 | SH | DFND | 2 | 0 | 792,100 | 0 | |
VANTIV INC | CL A | 92210H105 | 49,447 | 771,160 | SH | DFND | 02 01 | 0 | 771,160 | 0 | |
VARONIS SYS INC | COM | 922280102 | 6,500 | 204,402 | SH | DFND | 02 01 | 0 | 204,402 | 0 | |
VERISIGN INC | COM | 92343E102 | 59,462 | 682,604 | SH | DFND | 02 01 | 0 | 682,604 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 192,223 | 2,369,033 | SH | DFND | 02 01 | 0 | 2,330,074 | 38,959 | |
VIRTU FINL INC | CL A | 928254101 | 6,132 | 360,683 | SH | DFND | 02 01 | 0 | 360,683 | 0 | |
VISA INC | COM CL A | 92826C839 | 17,031 | 191,635 | SH | DFND | 02 01 | 0 | 191,635 | 0 | |
VORNADO RLTY TR | SH BEN INT | 929042109 | 11,445 | 114,098 | SH | DFND | 02 01 | 0 | 114,098 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 28,468 | 236,286 | SH | DFND | 02 01 | 0 | 236,286 | 0 | |
WABCO HLDGS INC | COM | 92927K102 | 11,736 | 99,952 | SH | DFND | 02 01 | 0 | 99,952 | 0 | |
WABTEC CORP | COM | 929740108 | 41,666 | 534,184 | SH | DFND | 02 01 | 0 | 534,184 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 127,919 | 1,450,000 | SH | DFND | 2 | 0 | 1,450,000 | 0 | |
WELBILT INC | COM | 949090104 | 27,482 | 1,400,000 | SH | DFND | 2 | 0 | 1,400,000 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 155,128 | 1,900,845 | SH | DFND | 02 01 | 0 | 1,792,445 | 108,400 | |
WESTLAKE CHEM PARTNERS LP | COM | 960417103 | 8,735 | 347,332 | SH | DFND | 2 | 0 | 347,332 | 0 | |
WEX INC | COM | 96208T104 | 46,575 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 66,838 | 510,641 | SH | DFND | 02 01 | 0 | 510,641 | 0 | |
WINGSTOP INC | COM | 974155103 | 27,347 | 967,000 | SH | DFND | 2 | 0 | 967,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 48,162 | 709,308 | SH | DFND | 02 01 | 0 | 689,310 | 19,998 | |
WPX ENERGY INC | COM | 98212B103 | 2,651 | 198,000 | SH | DFND | 2 | 0 | 198,000 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 24,422 | 289,740 | SH | DFND | 02 01 | 0 | 289,740 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 27,687 | 1,262,516 | SH | DFND | 02 01 | 0 | 1,262,516 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 56,697 | 2,335,136 | SH | DFND | 02 01 | 0 | 2,335,136 | 0 | |
ZILLOW GROUP INC | CL A | 98954M101 | 97,733 | 2,890,651 | SH | DFND | 02 01 | 0 | 2,890,651 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 25,967 | 771,207 | SH | DFND | 02 01 | 0 | 771,207 | 0 | |
ZOES KITCHEN INC | COM | 98979J109 | 17,549 | 948,569 | SH | DFND | 2 | 0 | 948,569 | 0 |