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 |
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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 |
2U INC | COM | 90214J101 | 158,343 | 2,454,547 | SH | DFND | 01 02 | 0 | 2,364,813 | 89,734 | |
ACCELERON PHARMA INC | COM | 00434H108 | 2,287 | 53,880 | SH | DFND | 01 02 | 0 | 53,880 | 0 | |
ACI WORLDWIDE INC | COM | 004498101 | 13,602 | 600,000 | SH | DFND | 2 | 0 | 600,000 | 0 | |
ACUITY BRANDS INC | COM | 00508Y102 | 80,075 | 454,972 | SH | DFND | 01 02 | 0 | 454,972 | 0 | |
ACXIOM CORP | COM | 005125109 | 73,905 | 2,681,591 | SH | DFND | 01 02 | 0 | 2,681,591 | 0 | |
ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 4,175 | 123,200 | SH | DFND | 2 | 0 | 123,200 | 0 | |
ADOBE SYS INC | COM | 00724F101 | 4,224 | 24,104 | SH | DFND | 01 02 | 0 | 24,104 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 439 | 7,351 | SH | DFND | 2 | 0 | 7,351 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 1,875 | 28,000 | SH | DFND | 2 | 0 | 28,000 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 113,929 | 2,369,082 | SH | DFND | 01 02 | 0 | 2,299,082 | 70,000 | |
ALEXANDER & BALDWIN | COM | 014491104 | 5,243 | 189,000 | SH | DFND | 2 | 0 | 189,000 | 0 | |
ALEXANDERS INC | COM | 014752109 | 83,905 | 211,962 | SH | DFND | 01 02 | 5,000 | 192,242 | 14,720 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 131,598 | 1,007,722 | SH | DFND | 01 02 | 0 | 925,722 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 270,103 | 1,566,453 | SH | DFND | 01 02 | 0 | 1,464,003 | 102,450 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 25,884 | 116,493 | SH | DFND | 01 02 | 0 | 116,493 | 0 | |
ALPHABET INC | CL A | 02079K305 | 4,056 | 3,850 | SH | DFND | 01 02 | 0 | 3,850 | 0 | |
ALPHABET INC | CL C | 02079K107 | 27,498 | 26,279 | SH | DFND | 01 02 | 0 | 26,279 | 0 | |
ALTAIR ENGR INC | COM CL A | 021369103 | 50,245 | 2,100,528 | SH | DFND | 01 02 | 0 | 2,009,528 | 91,000 | |
AMAZON COM INC | COM | 023135106 | 58,406 | 49,942 | SH | DFND | 01 02 | 0 | 49,942 | 0 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 22,638 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 8,698 | 398,247 | SH | DFND | 01 02 | 0 | 398,247 | 0 | |
AMERICAN TOWER CORP | COM | 03027X100 | 62,758 | 439,885 | SH | DFND | 01 02 | 0 | 439,885 | 0 | |
ANDEAVOR (FKA TESORO CORP) | COM | 03349M105 | 2,287 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
ANSYS INC | COM | 03662Q105 | 385,746 | 2,613,635 | SH | DFND | 01 02 | 0 | 2,417,735 | 195,900 | |
APPLE INC | COM | 037833100 | 7,764 | 45,877 | SH | DFND | 01 02 | 0 | 45,877 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 765,532 | 8,433,758 | SH | DFND | 01 02 | 0 | 8,108,658 | 325,100 | |
ARGENX SE | SPONSORED ADR | 04016X101 | 9,440 | 149,511 | SH | DFND | 2 | 0 | 149,511 | 0 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 627 | 15,874 | SH | DFND | 01 02 | 0 | 15,874 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 5,818 | 33,472 | SH | DFND | 01 02 | 0 | 33,472 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 58,488 | 883,500 | SH | DFND | 2 | 0 | 883,500 | 0 | |
AXOGEN INC | COM | 05463X106 | 6,253 | 220,969 | SH | DFND | 2 | 0 | 220,969 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 188,440 | 804,575 | SH | DFND | 02 01 | 0 | 746,075 | 58,500 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 72,860 | 628,757 | SH | DFND | 02 01 | 0 | 581,080 | 47,677 | |
BANCO SANTANDER CHILE | SP ADR REP COM | 05965X109 | 21,933 | 701,417 | SH | DFND | 02 01 | 0 | 649,093 | 52,324 | |
BEACON ROOFING SUPPLY INC | COM | 073685109 | 75,373 | 1,182,139 | SH | DFND | 01 02 | 0 | 1,182,139 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 111,941 | 4,145,968 | SH | DFND | 01 02 | 0 | 3,800,102 | 345,866 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 298 | 1 | SH | DFND | 1 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 46,936 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 196,524 | 1,516,975 | SH | DFND | 01 02 | 0 | 1,416,575 | 100,400 | |
BIOGEN IDEC INC | COM | 09062X103 | 4,736 | 14,868 | SH | DFND | 01 02 | 0 | 14,868 | 0 | |
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 58,245 | 1,831,604 | SH | DFND | 02 01 | 0 | 1,698,468 | 133,136 | |
BJS RESTAURANTS INC | COM | 09180C106 | 18,200 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 7,608 | 58,508 | SH | DFND | 01 02 | 0 | 58,508 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 49,174 | 1,402,976 | SH | DFND | 01 02 | 0 | 1,402,976 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 360,795 | 3,838,244 | SH | DFND | 01 02 | 0 | 3,547,244 | 291,000 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 31,387 | 720,869 | SH | DFND | 01 02 | 0 | 720,869 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 33,298 | 550,469 | SH | DFND | 01 02 | 0 | 550,469 | 0 | |
CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 3,263 | 148,310 | SH | DFND | 01 02 | 0 | 148,310 | 0 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 107,826 | 2,410,600 | SH | DFND | 01 02 | 0 | 2,376,600 | 34,000 | |
CANTEL MEDICAL CORP | COM | 138098108 | 52,978 | 515,000 | SH | DFND | 2 | 0 | 515,000 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 74,643 | 3,259,535 | SH | DFND | 01 02 | 0 | 2,989,535 | 270,000 | |
CARMAX INC | COM | 143130102 | 27,691 | 431,797 | SH | DFND | 01 02 | 0 | 431,797 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 25,527 | 204,890 | SH | DFND | 2 | 0 | 204,890 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 117,695 | 2,717,511 | SH | DFND | 01 02 | 0 | 2,717,511 | 0 | |
CDW CORP | COM | 12514G108 | 25,668 | 369,371 | SH | DFND | 01 02 | 0 | 369,371 | 0 | |
CERUS CORP | COM | 157085101 | 3,620 | 1,071,000 | SH | DFND | 2 | 0 | 1,071,000 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 674 | 6,500 | SH | DFND | 2 | 0 | 6,500 | 0 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 44,566 | 925,000 | SH | DFND | 2 | 0 | 925,000 | 0 | |
CHEFS WAREHOUSE INC | COM | 163086101 | 12,300 | 600,000 | SH | DFND | 2 | 0 | 600,000 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 375,034 | 4,832,906 | SH | DFND | 01 02 | 20,000 | 4,262,906 | 550,000 | |
CHURCH & DWIGHT INC | COM | 171340102 | 74,160 | 1,478,178 | SH | DFND | 01 02 | 0 | 1,356,678 | 121,500 | |
CIMPRESS N V | SHS EURO | N20146101 | 1,738 | 14,500 | SH | DFND | 2 | 0 | 14,500 | 0 | |
CISION LTD | SHS | G1992S109 | 80,695 | 6,798,252 | SH | DFND | 01 02 | 0 | 6,798,252 | 0 | |
CLOUDERA INC | COM | 18914U100 | 410 | 24,839 | SH | DFND | 2 | 0 | 24,839 | 0 | |
CME GROUP INC | COM | 12572Q105 | 6,233 | 42,679 | SH | DFND | 01 02 | 0 | 42,679 | 0 | |
COGNEX CORP | COM | 192422103 | 116,204 | 1,900,000 | SH | DFND | 2 | 0 | 1,900,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 127,162 | 2,688,979 | SH | DFND | 01 02 | 0 | 2,358,979 | 330,000 | |
COHERENT INC | COM | 192479103 | 4,600 | 16,300 | SH | DFND | 2 | 0 | 16,300 | 0 | |
COMMERCEHUB INC | COM SER C | 20084V306 | 4,664 | 226,500 | SH | DFND | 01 02 | 0 | 226,500 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 0 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 19,324 | 128,636 | SH | DFND | 01 02 | 0 | 128,636 | 0 | |
COOPER COS INC | COM | 216648402 | 48,357 | 221,941 | SH | DFND | 01 02 | 0 | 221,941 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 66,820 | 498,430 | SH | DFND | 02 01 | 0 | 462,130 | 36,300 | |
COSTAR GROUP INC | COM | 22160N109 | 779,262 | 2,624,218 | SH | DFND | 01 02 | 0 | 2,447,957 | 176,261 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 48,263 | 1,094,399 | SH | DFND | 01 02 | 0 | 1,025,399 | 69,000 | |
DENALI THERAPEUTICS INC | COM | 24823R105 | 7,664 | 490,000 | SH | DFND | 2 | 0 | 440,000 | 50,000 | |
DEXCOM INC | COM | 252131107 | 17,274 | 301,000 | SH | DFND | 01 02 | 0 | 301,000 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 28,919 | 1,006,238 | SH | DFND | 01 02 | 0 | 938,238 | 68,000 | |
DIGITAL RLTY TR INC | COM | 253868103 | 8,035 | 70,540 | SH | DFND | 01 02 | 0 | 70,540 | 0 | |
DOMINION MIDSTREAM PARTNERS | COM UT REP LTD | 257454108 | 19,785 | 649,739 | SH | DFND | 2 | 0 | 649,739 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 250,507 | 6,100,987 | SH | DFND | 01 02 | 0 | 5,630,987 | 470,000 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 4,203 | 37,290 | SH | DFND | 01 02 | 0 | 37,290 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 3,585 | 34,119 | SH | DFND | 01 02 | 0 | 34,119 | 0 | |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 22,147 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 6,216 | 69,528 | SH | DFND | 01 02 | 0 | 62,670 | 6,858 | |
EMERALD EXPOSITIONS EVENTS INC | COM | 29103B100 | 21,865 | 1,075,000 | SH | DFND | 2 | 0 | 1,075,000 | 0 | |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 2,091 | 45,000 | SH | DFND | 2 | 0 | 45,000 | 0 | |
ENCANA CORP | COM | 292505104 | 6,025 | 451,989 | SH | DFND | 2 | 0 | 451,989 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 1,464 | 84,800 | SH | DFND | 2 | 0 | 84,800 | 0 | |
ENVESTNET INC | COM | 29404K106 | 5,430 | 108,925 | SH | DFND | 01 02 | 0 | 108,925 | 0 | |
EOG RES INC | COM | 26875P101 | 1,615 | 14,968 | SH | DFND | 2 | 0 | 14,968 | 0 | |
EPAM SYS INC | COM | 29414B104 | 5,784 | 53,836 | SH | DFND | 01 02 | 0 | 53,836 | 0 | |
EQT CORP | COM | 26884L109 | 1,203 | 21,134 | SH | DFND | 2 | 0 | 21,134 | 0 | |
EQUINIX INC | COM | 29444U700 | 134,369 | 296,476 | SH | DFND | 01 02 | 0 | 296,476 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 12,080 | 189,435 | SH | DFND | 01 02 | 0 | 189,435 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 4,314 | 71,600 | SH | DFND | 2 | 0 | 71,600 | 0 | |
ESPERION THERAPEUTICS INC | COM | 29664W105 | 849 | 12,900 | SH | DFND | 2 | 0 | 12,900 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 32,746 | 754,174 | SH | DFND | 01 02 | 0 | 688,674 | 65,500 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 3,112 | 415,000 | SH | DFND | 2 | 0 | 415,000 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 51,498 | 429,975 | SH | DFND | 01 02 | 0 | 429,975 | 0 | |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 13,994 | 736,525 | SH | DFND | 01 02 | 0 | 736,525 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 23,101 | 130,912 | SH | DFND | 01 02 | 0 | 130,912 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 578,565 | 3,001,478 | SH | DFND | 01 02 | 0 | 2,852,332 | 149,146 | |
FASTENAL CO | COM | 311900104 | 73,423 | 1,342,536 | SH | DFND | 01 02 | 0 | 1,342,536 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 136,607 | 4,508,481 | SH | DFND | 01 02 | 0 | 4,224,481 | 284,000 | |
FIRST REP BK SAN FRAN CALI N | COM | 33616C100 | 47,757 | 551,211 | SH | DFND | 01 02 | 0 | 551,211 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 114,058 | 592,727 | SH | DFND | 01 02 | 0 | 592,727 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 5,667 | 226,300 | SH | DFND | 2 | 0 | 226,300 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 39,140 | 804,022 | SH | DFND | 01 02 | 0 | 804,022 | 0 | |
FLOTEK INDUSTRIES INC DEL | COM | 343389102 | 1,579 | 338,739 | SH | DFND | 2 | 0 | 338,739 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 68,205 | 726,353 | SH | DFND | 02 01 | 0 | 672,053 | 54,300 | |
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 4,137 | 129,722 | SH | DFND | 2 | 0 | 129,722 | 0 | |
FOUNDATION MEDICINE INC | COM | 350465100 | 6,049 | 88,700 | SH | DFND | 2 | 0 | 88,700 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 384,899 | 10,402,688 | SH | DFND | 01 02 | 0 | 9,703,038 | 699,650 | |
GARTNER INC | COM | 366651107 | 867,901 | 7,047,510 | SH | DFND | 01 02 | 0 | 6,751,210 | 296,300 | |
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 39,875 | 1,250,000 | SH | DFND | 2 | 0 | 1,250,000 | 0 | |
GEMPHIRE THERAPEUTICS INC | COM | 36870A108 | 3,053 | 383,970 | SH | DFND | 01 02 | 0 | 383,970 | 0 | |
GENERAL COMMUNICATIONS INC | CL A | 369385109 | 5,853 | 150,000 | SH | DFND | 2 | 0 | 150,000 | 0 | |
GLOBANT S A | COM | L44385109 | 649 | 13,977 | SH | DFND | 2 | 0 | 13,977 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 5,125 | 171,935 | SH | DFND | 2 | 0 | 171,935 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 204 | 800 | SH | DFND | 800 | 0 | 0 | ||
GTT COMMUNICATIONS INC | COM | 362393100 | 117,375 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 463,095 | 6,236,133 | SH | DFND | 01 02 | 0 | 6,012,133 | 224,000 | |
HALLIBURTON CO | COM | 406216101 | 2,394 | 48,996 | SH | DFND | 2 | 0 | 48,996 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 679 | 6,674 | SH | DFND | 2 | 0 | 6,674 | 0 | |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 9,111 | 172,818 | SH | DFND | 2 | 0 | 172,818 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 56,168 | 1,203,771 | SH | DFND | 01 02 | 0 | 1,203,771 | 0 | |
HENRY SCHEIN INC | COM | 806407102 | 20,279 | 290,199 | SH | DFND | 01 02 | 0 | 290,199 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 22,477 | 535,807 | SH | DFND | 01 02 | 0 | 535,807 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 28,548 | 357,481 | SH | DFND | 01 02 | 0 | 357,481 | 0 | |
HOME DEPOT INC | COM | 437076102 | 54,036 | 285,103 | SH | DFND | 01 02 | 2,000 | 283,103 | 0 | |
HOULIHAN LOKEY INC | CL A | 441593100 | 16,530 | 363,850 | SH | DFND | 01 02 | 0 | 328,785 | 35,065 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 5,614 | 163,927 | SH | DFND | 01 02 | 0 | 163,927 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 327,768 | 4,456,997 | SH | DFND | 01 02 | 0 | 4,106,997 | 350,000 | |
ICHOR HOLDINGS | SHS | G4740B105 | 4,182 | 170,000 | SH | DFND | 2 | 0 | 170,000 | 0 | |
ICON PLC | SHS | G4705A100 | 90,191 | 804,200 | SH | DFND | 01 02 | 0 | 804,200 | 0 | |
IDEX CORP | COM | 45167R104 | 60,140 | 455,708 | SH | DFND | 01 02 | 0 | 455,708 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 735,132 | 4,700,932 | SH | DFND | 01 02 | 0 | 4,457,032 | 243,900 | |
ILLUMINA INC | COM | 452327109 | 90,615 | 414,734 | SH | DFND | 01 02 | 0 | 414,734 | 0 | |
IMPINJ INC | COM | 453204109 | 3,492 | 155,000 | SH | DFND | 2 | 0 | 155,000 | 0 | |
INOGEN INC | COM | 45780L104 | 2,024 | 17,000 | SH | DFND | 2 | 0 | 17,000 | 0 | |
INOVALON HLDGS INC | COM CL A | 45781D101 | 5,614 | 374,266 | SH | DFND | 01 02 | 0 | 374,266 | 0 | |
INSTALLED BLDG PRODS INC | COM | 45780R101 | 22,785 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 76,030 | 1,290,178 | SH | DFND | 01 02 | 0 | 1,290,178 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 10,116 | 27,720 | SH | DFND | 01 02 | 0 | 27,720 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 15,306 | 649,397 | SH | DFND | 01 02 | 0 | 649,397 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 137,098 | 9,334,151 | SH | DFND | 01 02 | 0 | 8,412,840 | 921,311 | |
JD COM INC | SPON ADR CL A | 47215P106 | 757 | 18,270 | SH | DFND | 2 | 0 | 18,270 | 0 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 85,682 | 773,300 | SH | DFND | 01 02 | 0 | 773,300 | 0 | |
KEYW HOLDING CORP | COM | 493723100 | 4,386 | 747,194 | SH | DFND | 2 | 0 | 747,194 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 61,402 | 1,364,484 | SH | DFND | 01 02 | 0 | 1,241,243 | 123,241 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 3,763 | 233,000 | SH | DFND | 2 | 0 | 233,000 | 0 | |
LENDINGTREE INC | COM | 52603B107 | 33,490 | 98,371 | SH | DFND | 01 02 | 0 | 89,082 | 9,289 | |
LENNAR CORP | CL A | 526057104 | 24,723 | 390,947 | SH | DFND | 01 02 | 0 | 390,947 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 8,505 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 25,548 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 57,629 | 1,300,000 | SH | DFND | 2 | 0 | 1,300,000 | 0 | |
LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 25,823 | 476,086 | SH | DFND | 01 02 | 0 | 476,086 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 2,879 | 88,000 | SH | DFND | 2 | 0 | 88,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 25,620 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 43,626 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 69,310 | 350,370 | SH | DFND | 01 02 | 0 | 335,370 | 15,000 | |
LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 52,971 | 2,299,109 | SH | DFND | 01 02 | 0 | 2,141,694 | 157,415 | |
MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 48,387 | 1,487,000 | SH | DFND | 2 | 0 | 1,487,000 | 0 | |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 40,094 | 624,519 | SH | DFND | 01 02 | 0 | 624,519 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 47,441 | 225,000 | SH | DFND | 2 | 0 | 225,000 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 283,098 | 14,297,879 | SH | DFND | 01 02 | 0 | 12,943,276 | 1,354,603 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 2,854 | 57,607 | SH | DFND | 1 | 0 | 57,607 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 53,255 | 263,963 | SH | DFND | 01 02 | 0 | 263,963 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 19,901 | 146,621 | SH | DFND | 01 02 | 0 | 146,621 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 292,353 | 2,162,214 | SH | DFND | 01 02 | 0 | 1,974,014 | 188,200 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,173 | 109,360 | SH | DFND | 01 02 | 0 | 109,360 | 0 | |
MASCO CORP | COM | 574599106 | 17,730 | 403,500 | SH | DFND | 01 02 | 0 | 403,500 | 0 | |
MASONITE INTERNATIONAL CORP | COM | 575385109 | 119,440 | 1,610,785 | SH | DFND | 01 02 | 0 | 1,610,785 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 18,557 | 122,602 | SH | DFND | 01 02 | 0 | 122,602 | 0 | |
MAXIMUS INC | COM | 577933104 | 217,461 | 3,038,017 | SH | DFND | 01 02 | 0 | 2,794,017 | 244,000 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 6,991 | 108,059 | SH | DFND | 01 02 | 0 | 108,059 | 0 | |
MERCURY SYS INC | COM | 589378108 | 62,236 | 1,212,000 | SH | DFND | 2 | 0 | 1,212,000 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 381,034 | 615,047 | SH | DFND | 01 02 | 0 | 596,747 | 18,300 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 27,253 | 934,915 | SH | DFND | 01 02 | 0 | 934,915 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 32,846 | 983,698 | SH | DFND | 01 02 | 0 | 983,698 | 0 | |
MICROSOFT CORP | COM | 594918104 | 8,234 | 96,255 | SH | DFND | 01 02 | 0 | 96,255 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 109,898 | 814,362 | SH | DFND | 01 02 | 0 | 759,862 | 54,500 | |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 606822104 | 3,591 | 494,000 | SH | DFND | 2 | 0 | 494,000 | 0 | |
MOELIS & CO | CL A | 60786M105 | 91,943 | 1,895,730 | SH | DFND | 01 02 | 0 | 1,815,730 | 80,000 | |
MOHAWK INDUSTRIES INC | COM | 608190104 | 67,026 | 242,937 | SH | DFND | 01 02 | 0 | 242,937 | 0 | |
MONGODB INC | CL A | 60937P106 | 297 | 10,000 | SH | DFND | 2 | 0 | 10,000 | 0 | |
MONSANTO CO NEW | COM | 61166W101 | 1,398 | 11,969 | SH | DFND | 2 | 0 | 11,969 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 145,879 | 1,504,371 | SH | DFND | 01 02 | 0 | 1,355,371 | 149,000 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 968 | 27,300 | SH | DFND | 2 | 0 | 27,300 | 0 | |
MSCI INC | CL A | 55354G100 | 282,394 | 2,231,659 | SH | DFND | 01 02 | 0 | 2,049,159 | 182,500 | |
MSG NETWORK INC | CL A | 553573106 | 15,187 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 6,354 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
NCS MULTISTAGE HLDGS INC | COM | 628877102 | 1,004 | 68,100 | SH | DFND | 2 | 0 | 68,100 | 0 | |
NEOGEN CORP | COM | 640491106 | 36,550 | 444,596 | SH | DFND | 2 | 0 | 397,588 | 47,008 | |
NETFLIX INC | COM | 64110L106 | 5,710 | 29,744 | SH | DFND | 01 02 | 0 | 29,744 | 0 | |
NEVRO CORP | COM | 64157F103 | 1,471 | 21,300 | SH | DFND | 2 | 0 | 21,300 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 486 | 15,400 | SH | DFND | 2 | 0 | 15,400 | 0 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 8,437 | 168,738 | SH | DFND | 2 | 0 | 168,738 | 0 | |
NORDSON CORP | COM | 655663102 | 36,600 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 50,154 | 941,867 | SH | DFND | 01 02 | 0 | 941,867 | 0 | |
NOVANTA INC | COM | 67000B104 | 8,045 | 160,900 | SH | DFND | 2 | 0 | 160,900 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 82,247 | 1,953,605 | SH | DFND | 01 02 | 0 | 1,793,605 | 160,000 | |
OKTA INC | CL A | 679295105 | 398 | 15,556 | SH | DFND | 2 | 0 | 15,556 | 0 | |
OLLIES BARGAIN OUTLT HLDGS INC | COM | 681116109 | 27,678 | 519,774 | SH | DFND | 01 02 | 0 | 476,651 | 43,123 | |
ON ASSIGNMENT INC | COM | 682159108 | 122,762 | 1,910,100 | SH | DFND | 01 02 | 0 | 1,910,100 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 5,453 | 189,671 | SH | DFND | 01 02 | 0 | 189,671 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 4,233 | 143,800 | SH | DFND | 2 | 0 | 143,800 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 43,175 | 3,095,000 | SH | DFND | 2 | 0 | 3,095,000 | 0 | |
PBF LOGISTICS LP | UNIT LTD PTNR | 69318Q104 | 16,760 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
PDF SOLUTIONS INC | COM | 693282105 | 2,520 | 160,500 | SH | DFND | 2 | 0 | 160,500 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 56,512 | 1,198,551 | SH | DFND | 01 02 | 0 | 1,198,551 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 180,392 | 5,757,807 | SH | DFND | 01 02 | 0 | 5,285,236 | 472,571 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 54,438 | 1,644,650 | SH | DFND | 01 02 | 0 | 1,509,650 | 135,000 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 49,600 | 4,820,210 | SH | DFND | 02 01 | 0 | 4,462,791 | 357,419 | |
PINNACLE ENTMT INC | COM | 72348Y105 | 157,913 | 4,824,708 | SH | DFND | 01 02 | 0 | 4,231,017 | 593,691 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 86,914 | 954,364 | SH | DFND | 01 02 | 0 | 954,364 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 37,434 | 356,756 | SH | DFND | 01 02 | 4,000 | 352,756 | 0 | |
PRICELINE GRP INC | COM | 741503403 | 72,895 | 41,948 | SH | DFND | 01 02 | 0 | 41,948 | 0 | |
PRIMERICA INC | COM | 74164M108 | 272,516 | 2,683,565 | SH | DFND | 01 02 | 0 | 2,430,065 | 253,500 | |
PROCTER & GAMBLE CO | COM | 742718109 | 165 | 1,796 | SH | DFND | 1,796 | 0 | 0 | ||
PROLOGIS INC | COM | 74340W103 | 16,901 | 261,997 | SH | DFND | 01 02 | 0 | 261,997 | 0 | |
PROOFPOINT INC | COM | 743424103 | 2,921 | 32,885 | SH | DFND | 01 02 | 0 | 32,885 | 0 | |
QAD INC | CL A | 74727D306 | 1,942 | 50,000 | SH | DFND | 2 | 0 | 50,000 | 0 | |
QAD INC | CL B | 74727D207 | 976 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 9,777 | 180,518 | SH | DFND | 01 02 | 0 | 180,518 | 0 | |
QUALCOMM INC | COM | 747525103 | 256 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 46,863 | 789,600 | SH | DFND | 2 | 0 | 789,600 | 0 | |
QUDIAN INC | ADR | 747798106 | 2 | 187 | SH | DFND | 2 | 0 | 187 | 0 | |
QUOTIENT TECHNOLOGY INC | COM | 749119103 | 2,115 | 180,000 | SH | DFND | 2 | 0 | 180,000 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 37,920 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
RED HAT INC | COM | 756577102 | 6,853 | 57,063 | SH | DFND | 01 02 | 0 | 57,063 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 272,442 | 8,074,735 | SH | DFND | 01 02 | 0 | 7,861,735 | 213,000 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,509 | 6,673 | SH | DFND | 01 02 | 0 | 6,673 | 0 | |
REV GROUP INC | COM | 749527107 | 40,662 | 1,250,000 | SH | DFND | 2 | 0 | 1,250,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 13,240 | 454,040 | SH | DFND | 01 02 | 0 | 454,040 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 6,074 | 109,354 | SH | DFND | 1 | 42,000 | 67,354 | 0 | |
ROLLINS INC | COM | 775711104 | 31,014 | 666,531 | SH | DFND | 01 02 | 0 | 666,531 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 65,824 | 254,148 | SH | DFND | 01 02 | 0 | 254,148 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 12,547 | 105,188 | SH | DFND | 01 02 | 0 | 105,188 | 0 | |
RSP PERMIAN INC | COM | 74978Q105 | 4,393 | 108,000 | SH | DFND | 2 | 0 | 108,000 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 2,321 | 22,275 | SH | DFND | 2 | 0 | 22,275 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 14,515 | 88,123 | SH | DFND | 01 02 | 0 | 88,123 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,243 | 41,509 | SH | DFND | 01 02 | 0 | 41,509 | 0 | |
SANCHEZ PRODTN PARTNER | COM UNIT REPSTG | 79971C201 | 1,208 | 108,800 | SH | DFND | 2 | 0 | 108,800 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 21,209 | 619,954 | SH | DFND | 02 01 | 0 | 573,454 | 46,500 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 224,575 | 1,374,726 | SH | DFND | 01 02 | 0 | 1,374,726 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 334,630 | 6,514,105 | SH | DFND | 01 02 | 187,250 | 6,097,855 | 229,000 | |
SCORPIO TANKERS INC | SHS | Y7542C106 | 6,100 | 2,000,000 | SH | DFND | 2 | 0 | 2,000,000 | 0 | |
SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 283 | 15,500 | SH | DFND | 2 | 0 | 15,500 | 0 | |
SERVICENOW INC | COM | 81762P102 | 7,476 | 57,333 | SH | DFND | 01 02 | 0 | 57,333 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 29,433 | 71,782 | SH | DFND | 01 02 | 0 | 71,782 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 37,312 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
SIENTRA INC | COM | 82621J105 | 6,891 | 490,100 | SH | DFND | 2 | 0 | 490,100 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 126,915 | 1,654,699 | SH | DFND | 01 02 | 0 | 1,654,699 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 20,621 | 204,311 | SH | DFND | 01 02 | 0 | 204,311 | 0 | |
SMART & FINAL STORES INC | COM | 83190B101 | 976 | 114,100 | SH | DFND | 01 02 | 0 | 114,100 | 0 | |
SMITH A O | COM | 831865209 | 33,023 | 538,894 | SH | DFND | 01 02 | 0 | 538,894 | 0 | |
SMUCKER J M CO | COM | 832696405 | 31 | 251 | SH | DFND | 251 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 851 | 58,217 | SH | DFND | 01 02 | 0 | 58,217 | 0 | |
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 19,570 | 329,632 | SH | DFND | 02 01 | 0 | 305,119 | 24,513 | |
SONY CORP | ADR | 835699307 | 2,562 | 57,000 | SH | DFND | 2 | 0 | 57,000 | 0 | |
SPLUNK INC | COM | 848637104 | 4,062 | 49,036 | SH | DFND | 01 02 | 0 | 49,036 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 730 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 269,852 | 6,666,301 | SH | DFND | 01 02 | 0 | 6,151,251 | 515,050 | |
SUMMIT MATLS INC | CL A | 86614U100 | 96,571 | 3,071,611 | SH | DFND | 01 02 | 0 | 3,071,611 | 0 | |
SUN HYDRAULICS CORP | COM | 866942105 | 1,617 | 25,000 | SH | DFND | 2 | 0 | 25,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 1,193 | 32,500 | SH | DFND | 2 | 0 | 32,500 | 0 | |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 2,652 | 66,561 | SH | DFND | 01 02 | 0 | 66,561 | 0 | |
SYNCHRONY FINL | COM | 87165B103 | 2,969 | 76,905 | SH | DFND | 01 02 | 0 | 76,905 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 101,414 | 2,557,730 | SH | DFND | 02 01 | 0 | 2,365,730 | 192,000 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 811 | 7,385 | SH | DFND | 2 | 0 | 7,385 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 78,147 | 2,630,329 | SH | DFND | 02 01 | 0 | 2,440,029 | 190,300 | |
TARGA RES CORP | COM | 87612G101 | 1,404 | 29,000 | SH | DFND | 2 | 0 | 29,000 | 0 | |
TELADOC INC | COM | 87918A105 | 67,313 | 1,931,500 | SH | DFND | 2 | 0 | 1,931,500 | 0 | |
TELEFLEX INC | COM | 879369106 | 47,222 | 189,785 | SH | DFND | 01 02 | 0 | 189,785 | 0 | |
TESLA MOTORS INC | COM | 88160R101 | 501,912 | 1,612,051 | SH | DFND | 01 02 | 187,500 | 1,348,887 | 75,664 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 44,016 | 962,515 | SH | DFND | 01 02 | 0 | 962,515 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 6,040 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 27,743 | 266,887 | SH | DFND | 01 02 | 3,000 | 263,887 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 5,556 | 115,706 | SH | DFND | 01 02 | 0 | 115,706 | 0 | |
TORO CO | COM | 891092108 | 36,235 | 555,494 | SH | DFND | 01 02 | 0 | 555,494 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 8,468 | 413,900 | SH | DFND | 2 | 0 | 413,900 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 130,444 | 475,000 | SH | DFND | 2 | 0 | 475,000 | 0 | |
TRANSUNION | COM | 89400J107 | 50,457 | 918,061 | SH | DFND | 01 02 | 0 | 918,061 | 0 | |
TREX CO INC | COM | 89531P105 | 126,983 | 1,171,536 | SH | DFND | 01 02 | 0 | 1,115,036 | 56,500 | |
U S SILICA HLDGS INC | COM | 90346E103 | 1,029 | 31,600 | SH | DFND | 2 | 0 | 31,600 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 115,536 | 529,421 | SH | DFND | 01 02 | 0 | 529,421 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 53,662 | 3,718,767 | SH | DFND | 01 02 | 0 | 3,477,567 | 241,200 | |
UNDER ARMOUR INC | CL C | 904311206 | 631 | 47,375 | SH | DFND | 01 02 | 0 | 47,375 | 0 | |
UNIVAR INC | COM | 91336L107 | 85,140 | 2,750,000 | SH | DFND | 2 | 0 | 2,750,000 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,087,779 | 5,119,682 | SH | DFND | 01 02 | 0 | 4,489,082 | 630,600 | |
VALERO ENERGY CORP | COM | 91913Y100 | 1,176 | 12,800 | SH | DFND | 2 | 0 | 12,800 | 0 | |
VALERO ENERGY PARTNERS LP | COM UNT REP LP | 91914J102 | 34,376 | 772,500 | SH | DFND | 2 | 0 | 772,500 | 0 | |
VANTIV INC | CL A | 92210H105 | 63,020 | 856,830 | SH | DFND | 01 02 | 0 | 856,830 | 0 | |
VARONIS SYS INC | COM | 922280102 | 8,651 | 178,178 | SH | DFND | 01 02 | 0 | 178,178 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 23,453 | 424,253 | SH | DFND | 01 02 | 0 | 424,253 | 0 | |
VERISIGN INC | COM | 92343E102 | 78,262 | 683,869 | SH | DFND | 01 02 | 0 | 683,869 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 145,121 | 1,511,680 | SH | DFND | 01 02 | 0 | 1,511,680 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 6,500 | 43,371 | SH | DFND | 01 02 | 0 | 43,371 | 0 | |
VISA INC | COM CL A | 92826C839 | 18,977 | 166,437 | SH | DFND | 01 02 | 0 | 166,437 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 49,366 | 384,564 | SH | DFND | 01 02 | 0 | 384,564 | 0 | |
WABCO HLDGS INC | COM | 92927K102 | 14,851 | 103,492 | SH | DFND | 01 02 | 0 | 103,492 | 0 | |
WABTEC CORP | COM | 929740108 | 25,797 | 316,798 | SH | DFND | 01 02 | 0 | 316,798 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 141,880 | 2,000,000 | SH | DFND | 2 | 0 | 2,000,000 | 0 | |
WELBILT INC | COM | 949090104 | 37,616 | 1,600,000 | SH | DFND | 2 | 0 | 1,600,000 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 177,275 | 1,796,649 | SH | DFND | 01 02 | 0 | 1,700,149 | 96,500 | |
WESTLAKE CHEM PARTNERS LP | COM | 960417103 | 8,732 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
WEX INC | COM | 96208T104 | 63,553 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 76,939 | 510,581 | SH | DFND | 01 02 | 0 | 510,581 | 0 | |
WINGSTOP INC | COM | 974155103 | 40,149 | 1,030,000 | SH | DFND | 2 | 0 | 1,030,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 95,296 | 1,655,885 | SH | DFND | 01 02 | 0 | 1,603,385 | 52,500 | |
WPX ENERGY INC | COM | 98212B103 | 1,536 | 109,200 | SH | DFND | 2 | 0 | 109,200 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 26,909 | 232,237 | SH | DFND | 01 02 | 0 | 232,237 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 77,749 | 2,374,022 | SH | DFND | 02 01 | 0 | 2,200,022 | 174,000 | |
YEXT INC | COM | 98585N106 | 21,129 | 1,756,349 | SH | DFND | 2 | 0 | 1,756,349 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 92,918 | 4,055,780 | SH | DFND | 02 01 | 0 | 3,757,380 | 298,400 | |
ZILLOW GROUP INC | CL A | 98954M101 | 104,922 | 2,575,396 | SH | DFND | 01 02 | 0 | 2,575,396 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 30,365 | 742,056 | SH | DFND | 01 02 | 0 | 742,056 | 0 |