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 | 140,319 | 2,822,189 | SH | DFND | BC 01 02 | 0 | 2,645,189 | 177,000 | |
ABBOTT LABS | COM | 002824100 | 291 | 4,023 | SH | DFND | BA | 0 | 4,023 | 0 | |
ABBVIE INC | COM | 00287Y109 | 70 | 754 | SH | DFND | 2 | 0 | 754 | 0 | |
ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 2,990 | 260,000 | SH | DFND | 2 | 0 | 260,000 | 0 | |
ACCELERON PHARMA INC | COM | 00434H108 | 3,059 | 70,231 | SH | DFND | 01 02 BA | 0 | 70,231 | 0 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 84 | 593 | SH | DFND | 2 | 0 | 593 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 11,905 | 255,628 | SH | DFND | 01 02 | 0 | 255,628 | 0 | |
ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 935 | 162,669 | SH | DFND | 2 | 0 | 162,669 | 0 | |
ADOBE SYS INC | COM | 00724F101 | 6,866 | 30,348 | SH | DFND | BC 01 02 | 0 | 30,348 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 1,614 | 44,711 | SH | DFND | 02 BA | 0 | 44,711 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 2,452 | 36,352 | SH | DFND | 2 | 0 | 36,352 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 62,133 | 2,056,687 | SH | DFND | 01 02 | 0 | 1,992,387 | 64,300 | |
ALBANY INTL CORP | CL A | 012348108 | 5,061 | 81,071 | SH | DFND | 2 | 0 | 72,680 | 8,391 | |
ALEXANDER & BALDWIN | COM | 014491104 | 5,514 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
ALEXANDERS INC | COM | 014752109 | 52,793 | 173,238 | SH | DFND | 01 02 | 5,000 | 155,263 | 11,190 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 115,659 | 1,003,633 | SH | DFND | 01 02 BA | 0 | 921,633 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 156,287 | 1,140,197 | SH | DFND | BC 01 02 | 0 | 1,071,974 | 68,223 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 86,968 | 415,259 | SH | DFND | 01 02 BA | 0 | 397,659 | 12,600 | |
ALPHABET INC | CL A | 02079K305 | 3,311 | 3,169 | SH | DFND | 01 02 | 0 | 3,169 | 0 | |
ALPHABET INC | CL C | 02079K107 | 36,827 | 35,561 | SH | DFND | 01 02 | 0 | 35,561 | 0 | |
ALTAIR ENGR INC | COM CL A | 021369103 | 54,464 | 1,974,757 | SH | DFND | 01 02 | 0 | 1,883,757 | 91,000 | |
AMAZON COM INC | COM | 023135106 | 71,387 | 47,529 | SH | DFND | BC 01 02 | 0 | 47,529 | 0 | |
AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 58,852 | 4,129,931 | SH | DFND | 01 02 | 0 | 3,849,895 | 280,036 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 23,781 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 14,317 | 721,264 | SH | DFND | 01 02 | 0 | 621,264 | 100,000 | |
AMERICAN TOWER CORP | COM | 03027X100 | 41,088 | 259,737 | SH | DFND | 01 02 | 0 | 259,737 | 0 | |
AMERICOLD RLTY TR | COM | 03064D108 | 82,447 | 3,228,133 | SH | DFND | 01 02 | 0 | 3,228,133 | 0 | |
ANAPLAN INC | COM | 03272L108 | 4,301 | 162,071 | SH | DFND | 2 | 0 | 162,071 | 0 | |
ANAPTYSBIO INC | COM | 032724106 | 518 | 8,117 | SH | DFND | 01 02 | 0 | 8,117 | 0 | |
ANSYS INC | COM | 03662Q105 | 361,781 | 2,531,001 | SH | DFND | 01 02 | 0 | 2,321,401 | 176,700 | |
APPLE INC | COM | 037833100 | 6,498 | 41,193 | SH | DFND | 01 02 | 0 | 41,193 | 0 | |
AQUANTIA CORP | COM | 03842Q108 | 4,388 | 500,338 | SH | DFND | 01 02 | 0 | 500,338 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 620,238 | 23,212,503 | SH | DFND | 01 02 | 0 | 22,169,308 | 899,680 | |
ARCO PLATFORM LTD | COM CL A | G04553106 | 8,271 | 373,900 | SH | DFND | 2 | 0 | 373,900 | 0 | |
ARGENX SE | SPONSORED ADR | 04016X101 | 19,912 | 207,265 | SH | DFND | BC 02 BA | 0 | 207,265 | 0 | |
ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 2,072 | 166,847 | SH | DFND | 02 BA | 0 | 166,847 | 0 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 84 | 3,819 | SH | DFND | 1 | 0 | 3,819 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 6,685 | 42,958 | SH | DFND | 01 02 | 0 | 42,958 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 90,908 | 1,106,204 | SH | DFND | 01 02 | 0 | 1,091,144 | 0 | |
ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 43 | 1,895 | SH | DFND | BA | 0 | 1,895 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 6,965 | 183,389 | SH | DFND | 02 BA | 0 | 183,389 | 0 | |
AVALARA INC | COM | 05338G106 | 9,345 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 107 | 617 | SH | DFND | 2 | 0 | 617 | 0 | |
AXOGEN INC | COM | 05463X106 | 2,262 | 110,710 | SH | DFND | 02 BA | 0 | 110,710 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 63,241 | 398,747 | SH | DFND | 01 02 | 0 | 370,881 | 27,866 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 14,580 | 329,712 | SH | DFND | 01 02 | 0 | 305,930 | 23,782 | |
BENEFITFOCUS INC | COM | 08180D106 | 189,126 | 4,136,606 | SH | DFND | 01 02 | 0 | 3,852,906 | 283,700 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 306 | 1 | SH | DFND | 1 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 38,024 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 221,971 | 1,533,798 | SH | DFND | 01 02 BA | 0 | 1,415,398 | 94,500 | |
BIOGEN IDEC INC | COM | 09062X103 | 3,062 | 10,175 | SH | DFND | 01 02 | 0 | 10,175 | 0 | |
BJS RESTAURANTS INC | COM | 09180C106 | 18,964 | 375,000 | SH | DFND | 2 | 0 | 375,000 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 1,221 | 171,714 | SH | DFND | 2 | 0 | 171,714 | 0 | |
BLACKROCK INC | COM | 09247X101 | 117 | 298 | SH | DFND | 2 | 0 | 298 | 0 | |
BLOOM ENERGY CORP | COM CL A | 093712107 | 30,715 | 3,077,655 | SH | DFND | 01 02 | 0 | 2,840,629 | 237,026 | |
BOOKING HLDGS INC | COM | 09857L108 | 58,040 | 33,697 | SH | DFND | 01 02 | 0 | 32,197 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 34 | 305 | SH | DFND | 2 | 0 | 305 | 0 | |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 258 | 7,314 | SH | DFND | BA | 0 | 7,314 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 37,511 | 1,805,134 | SH | DFND | 01 02 | 0 | 1,805,134 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 339,486 | 3,046,080 | SH | DFND | 01 02 | 0 | 2,816,080 | 230,000 | |
BRIGHTVIEW HLDGS INC | COM | 10948C107 | 4,683 | 458,700 | SH | DFND | 01 02 | 0 | 408,700 | 50,000 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 20,934 | 545,878 | SH | DFND | 01 02 | 0 | 545,878 | 0 | |
BROOKFIELD PPTY PARTNERS L P | UNIT LTD PARTN | G16249107 | 14 | 892 | SH | DFND | 2 | 0 | 892 | 0 | |
BROOKS AUTOMATION INC | COM | 114340102 | 3,142 | 120,000 | SH | DFND | 2 | 0 | 120,000 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 22,319 | 583,810 | SH | DFND | 01 02 | 0 | 552,710 | 0 | |
CACTUS INC | CL A | 127203107 | 1,450 | 52,900 | SH | DFND | 2 | 0 | 52,900 | 0 | |
CAESARS ENTMT CORP | COM | 127686103 | 3,489 | 513,901 | SH | DFND | 01 02 | 0 | 513,901 | 0 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 16,045 | 1,398,900 | SH | DFND | 2 | 0 | 1,398,900 | 0 | |
CANTEL MEDICAL CORP | COM | 138098108 | 44,773 | 601,385 | SH | DFND | 02 BA | 0 | 601,385 | 0 | |
CAREDX INC | COM | 14167L103 | 10,144 | 403,492 | SH | DFND | 02 BA | 0 | 403,492 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 51,138 | 3,246,881 | SH | DFND | 01 02 | 0 | 2,976,881 | 270,000 | |
CARMAX INC | COM | 143130102 | 17,077 | 272,236 | SH | DFND | 01 02 | 0 | 261,636 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 19,566 | 200,000 | SH | DFND | 2 | 0 | 200,000 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 85,896 | 2,145,256 | SH | DFND | 01 02 | 0 | 2,078,256 | 0 | |
CDW CORP | COM | 12514G108 | 31,957 | 394,289 | SH | DFND | 01 02 | 0 | 373,489 | 0 | |
CERIDIAN HCM HLDG INC | COM | 15677J108 | 73,926 | 2,143,414 | SH | DFND | 01 02 | 0 | 2,084,751 | 0 | |
CERUS CORP | COM | 157085101 | 6,692 | 1,320,000 | SH | DFND | 2 | 0 | 1,320,000 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 81 | 283 | SH | DFND | 2 | 0 | 283 | 0 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 34,808 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 346,728 | 4,843,916 | SH | DFND | 01 02 | 20,000 | 4,248,616 | 544,900 | |
CHURCH & DWIGHT INC | COM | 171340102 | 60,521 | 920,332 | SH | DFND | 01 02 | 0 | 830,457 | 89,875 | |
CIMPRESS N V | SHS EURO | N20146101 | 1,418 | 13,707 | SH | DFND | 2 | 0 | 13,707 | 0 | |
CISION LTD | SHS | G1992S109 | 84,640 | 7,234,146 | SH | DFND | 01 02 | 0 | 7,158,146 | 76,000 | |
CME GROUP INC | COM | 12572Q105 | 11,264 | 59,878 | SH | DFND | 01 02 | 0 | 59,878 | 0 | |
COGNEX CORP | COM | 192422103 | 71,539 | 1,850,000 | SH | DFND | 2 | 0 | 1,850,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 91,592 | 2,668,751 | SH | DFND | 01 02 | 0 | 2,351,551 | 317,200 | |
COHERENT INC | COM | 192479103 | 3,097 | 29,300 | SH | DFND | 2 | 0 | 29,300 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 0 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 15,729 | 153,022 | SH | DFND | 01 02 | 0 | 148,622 | 0 | |
CONSTELLATION BRANDS INC | COM | 21036P108 | 81 | 503 | SH | DFND | 2 | 0 | 503 | 0 | |
COOPER COS INC | COM NEW | 216648402 | 45,247 | 177,787 | SH | DFND | 01 02 BA | 0 | 168,387 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 37,719 | 479,212 | SH | DFND | 01 02 | 0 | 446,208 | 33,004 | |
COSTAR GROUP INC | COM | 22160N109 | 826,696 | 2,450,631 | SH | DFND | 01 02 | 0 | 2,290,106 | 148,625 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 55 | 268 | SH | DFND | 2 | 0 | 268 | 0 | |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 90 | 824 | SH | DFND | 2 | 0 | 824 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 4,968 | 183,600 | SH | DFND | 01 02 | 0 | 183,600 | 0 | |
CUBIC CORP | COM | 229669106 | 3,762 | 70,000 | SH | DFND | 2 | 0 | 70,000 | 0 | |
CYRUSONE INC | COM | 23283R100 | 6,008 | 113,617 | SH | DFND | 01 02 | 0 | 113,617 | 0 | |
D R HORTON INC | COM | 23331A109 | 19,079 | 550,453 | SH | DFND | 01 02 | 0 | 550,453 | 0 | |
DANAHER CORP DEL | COM | 235851102 | 140 | 1,357 | SH | DFND | 2 | 0 | 1,357 | 0 | |
DENALI THERAPEUTICS INC | COM | 24823R105 | 20,327 | 983,902 | SH | DFND | 01 02 | 0 | 902,902 | 81,000 | |
DEXCOM INC | COM | 252131107 | 36,177 | 301,981 | SH | DFND | 01 02 BA | 0 | 301,981 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 12,989 | 416,325 | SH | DFND | 2 | 0 | 366,000 | 50,325 | |
DIGITAL RLTY TR INC | COM | 253868103 | 14,395 | 135,098 | SH | DFND | 01 02 | 0 | 135,098 | 0 | |
DOMINOS PIZZA INC | COM | 25754A201 | 2,524 | 88,108 | SH | DFND | 2 | 0 | 88,108 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 209,299 | 6,132,408 | SH | DFND | 01 02 | 0 | 5,662,408 | 470,000 | |
DUKE REALTY CORP | COM | 264411505 | 68 | 2,637 | SH | DFND | 2 | 0 | 2,637 | 0 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,744 | 37,500 | SH | DFND | 01 02 BA | 0 | 37,500 | 0 | |
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 300 | 9,505 | SH | DFND | 01 02 | 0 | 8,905 | 0 | |
ELASTIC N V | COM | N14506104 | 131 | 1,831 | SH | DFND | 2 | 0 | 1,831 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 8,567 | 108,570 | SH | DFND | 01 02 | 0 | 108,570 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 472 | 7,513 | SH | DFND | 1 | 0 | 7,513 | 0 | |
EMERALD EXPOSITIONS EVENTS INC | COM | 29103B100 | 6,455 | 523,100 | SH | DFND | 2 | 0 | 523,100 | 0 | |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 3,557 | 60,000 | SH | DFND | 2 | 0 | 60,000 | 0 | |
ENCANA CORP | COM | 292505104 | 1,992 | 344,653 | SH | DFND | 2 | 0 | 344,653 | 0 | |
ENDAVA PLC | ADS | 29260V105 | 8,040 | 331,682 | SH | DFND | 2 | 0 | 331,682 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 901 | 68,200 | SH | DFND | 2 | 0 | 68,200 | 0 | |
ENVESTNET INC | COM | 29404K106 | 4,841 | 98,410 | SH | DFND | 01 02 | 0 | 98,410 | 0 | |
EOG RES INC | COM | 26875P101 | 608 | 6,968 | SH | DFND | 2 | 0 | 6,968 | 0 | |
EPAM SYS INC | COM | 29414B104 | 9,344 | 80,544 | SH | DFND | 01 02 | 0 | 80,544 | 0 | |
EQUINIX INC | COM | 29444U700 | 100,216 | 284,251 | SH | DFND | 01 02 | 0 | 276,851 | 0 | |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 7,143 | 73,539 | SH | DFND | 01 02 | 0 | 73,539 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 110 | 1,671 | SH | DFND | 2 | 0 | 1,671 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 4,722 | 71,600 | SH | DFND | 2 | 0 | 71,600 | 0 | |
ESPERION THERAPEUTICS INC | COM | 29664W105 | 4,600 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 26,848 | 785,478 | SH | DFND | 01 02 | 0 | 719,978 | 65,500 | |
ESSEX PPTY TR INC | COM | 297178105 | 66 | 268 | SH | DFND | 2 | 0 | 268 | 0 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 4,207 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 43,596 | 387,008 | SH | DFND | 01 02 | 0 | 369,708 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 10,936 | 83,425 | SH | DFND | 01 02 | 0 | 83,425 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 576,656 | 2,881,406 | SH | DFND | 01 02 | 0 | 2,714,306 | 143,000 | |
FASTENAL CO | COM | 311900104 | 56,394 | 1,078,494 | SH | DFND | 01 02 | 0 | 1,063,494 | 0 | |
FIRST REP BK SAN FRAN CALI N | CL A | 33616C100 | 46,482 | 534,889 | SH | DFND | 01 02 | 0 | 506,589 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 40,736 | 219,343 | SH | DFND | 01 02 | 0 | 207,643 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 4,358 | 385,000 | SH | DFND | 2 | 0 | 385,000 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 52,342 | 2,020,922 | SH | DFND | 01 02 | 0 | 2,020,922 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 69,379 | 806,267 | SH | DFND | 01 02 | 0 | 748,992 | 57,275 | |
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 5,458 | 210,000 | SH | DFND | 2 | 0 | 210,000 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 336,965 | 10,429,127 | SH | DFND | 01 02 | 0 | 9,729,477 | 699,650 | |
GARTNER INC | COM | 366651107 | 886,721 | 6,936,178 | SH | DFND | BC 01 02 | 0 | 6,552,003 | 291,975 | |
GCI LIBERTY INC | CL A | 36164V305 | 5,643 | 137,104 | SH | DFND | 01 02 | 0 | 137,104 | 0 | |
GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 10,197 | 441,628 | SH | DFND | 01 02 | 0 | 441,628 | 0 | |
GLOBANT S A | COM | L44385109 | 1,953 | 34,680 | SH | DFND | 2 | 0 | 34,680 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 5,902 | 271,235 | SH | DFND | 2 | 0 | 271,235 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 134 | 800 | SH | DFND | 800 | 0 | 0 | ||
GTT COMMUNICATIONS INC | COM | 362393100 | 59,150 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
GUARDANT HEALTH INC | COM | 40131M109 | 21,238 | 564,998 | SH | DFND | BC 02 BA | 0 | 564,998 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 531,657 | 6,626,666 | SH | DFND | BC 01 02 | 0 | 6,306,966 | 244,000 | |
HCA HEALTHCARE INC | COM | 40412C101 | 247 | 1,985 | SH | DFND | BA | 0 | 1,985 | 0 | |
HCP INC | COM | 40414l109 | 40 | 1,437 | SH | DFND | 2 | 0 | 1,437 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 2,028 | 19,576 | SH | DFND | BC 02 | 0 | 19,576 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 56,914 | 954,136 | SH | DFND | 01 02 BA | 0 | 954,136 | 0 | |
HEICO CORP NEW | CL A | 422806208 | 15,033 | 238,613 | SH | DFND | 01 02 | 0 | 238,613 | 0 | |
HEICO CORP NEW | COM | 422806109 | 9,762 | 125,993 | SH | DFND | 01 02 | 0 | 125,993 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 19,170 | 726,424 | SH | DFND | 01 02 | 0 | 726,424 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 9,462 | 131,778 | SH | DFND | 01 02 | 0 | 131,778 | 0 | |
HOME DEPOT INC | COM | 437076102 | 20,817 | 121,154 | SH | DFND | 01 02 | 2,000 | 119,154 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 45 | 2,696 | SH | DFND | 2 | 0 | 2,696 | 0 | |
HOULIHAN LOKEY INC | CL A | 441593100 | 44,899 | 1,220,069 | SH | DFND | 01 02 | 0 | 1,169,069 | 51,000 | |
HUDSON LTD | COM CL A | G46408103 | 55,737 | 3,250,000 | SH | DFND | 2 | 0 | 3,250,000 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 34 | 1,181 | SH | DFND | 2 | 0 | 1,181 | 0 | |
HUMANA INC | COM | 444859102 | 310 | 1,083 | SH | DFND | BA | 0 | 1,083 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 313,699 | 4,640,524 | SH | DFND | 01 02 | 0 | 4,273,549 | 337,375 | |
IAC INTERACTIVECORP | COM | 44919P508 | 27,952 | 152,708 | SH | DFND | BC 01 02 | 0 | 146,208 | 0 | |
ICHOR HOLDINGS | SHS | G4740B105 | 5,216 | 320,000 | SH | DFND | 2 | 0 | 320,000 | 0 | |
ICON PLC | SHS | G4705A100 | 100,794 | 780,078 | SH | DFND | 01 02 BA | 0 | 780,078 | 0 | |
IDEX CORP | COM | 45167R104 | 60,750 | 481,147 | SH | DFND | 01 02 | 0 | 455,447 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 768,491 | 4,131,230 | SH | DFND | 01 02 BA | 0 | 3,865,230 | 207,400 | |
IHS MARKIT LTD | SHS | G47567105 | 79 | 1,645 | SH | DFND | 2 | 0 | 1,645 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 61 | 483 | SH | DFND | 2 | 0 | 483 | 0 | |
ILLUMINA INC | COM | 452327109 | 127,787 | 426,056 | SH | DFND | 01 02 BA | 0 | 407,956 | 0 | |
INGEVITY CORP | COM | 45688C107 | 29,291 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
INSTALLED BLDG PRODS INC | COM | 45780R101 | 47,166 | 1,400,000 | SH | DFND | 2 | 0 | 1,400,000 | 0 | |
INSULET CORP | COM | 45784P101 | 120 | 1,515 | SH | DFND | BA | 0 | 1,515 | 0 | |
INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 3,044 | 55,701 | SH | DFND | 2 | 0 | 55,701 | 0 | |
INTERSECT ENT INC | COM | 46071F103 | 11,149 | 395,650 | SH | DFND | 02 BA | 0 | 395,650 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 32,596 | 601,841 | SH | DFND | 01 02 | 0 | 601,841 | 0 | |
INTRICON CORP | COM | 46121H109 | 4,076 | 154,501 | SH | DFND | 02 BA | 0 | 154,501 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 16,670 | 34,808 | SH | DFND | 01 02 BA | 0 | 34,808 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 3,356 | 167,148 | SH | DFND | 01 02 | 0 | 167,148 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 172,054 | 9,325,420 | SH | DFND | 01 02 | 0 | 8,417,420 | 908,000 | |
ITAU UNIBANCO HLDG SA | COM | 465562106 | 68,511 | 7,495,712 | SH | DFND | 01 02 | 0 | 6,969,422 | 526,290 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 59,121 | 823,300 | SH | DFND | 01 02 | 0 | 823,300 | 0 | |
KENNEDY-WILSON HLDGS INC | COM | 489398107 | 55 | 3,044 | SH | DFND | 2 | 0 | 3,044 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 46 | 736 | SH | DFND | 2 | 0 | 736 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 80,083 | 1,441,374 | SH | DFND | 01 02 | 0 | 1,318,133 | 123,241 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 3,613 | 193,000 | SH | DFND | 2 | 0 | 193,000 | 0 | |
LAUDER ESTEE COS INC | CL A | 518439104 | 50 | 388 | SH | DFND | 2 | 0 | 388 | 0 | |
LENDINGTREE INC | COM | 52603B107 | 28,132 | 128,125 | SH | DFND | 01 02 | 0 | 115,950 | 12,175 | |
LENNAR CORP | COM | 526057104 | 8,004 | 204,432 | SH | DFND | 01 02 | 0 | 204,432 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 7,181 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 48,679 | 675,820 | SH | DFND | 01 02 | 0 | 654,620 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 5,498 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 23,025 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 40,678 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LIMONEIRA CO | COM | 532746104 | 5,865 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 60,759 | 354,324 | SH | DFND | 01 02 | 0 | 339,324 | 15,000 | |
LIVANOVA PLC | SHS | G5509L101 | 100 | 1,088 | SH | DFND | BA | 0 | 1,088 | 0 | |
LIVERAMP HLDGS INC | COM | 53815P108 | 54,721 | 1,416,548 | SH | DFND | 01 02 | 0 | 1,416,548 | 0 | |
LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 29,543 | 2,654,378 | SH | DFND | 01 02 | 0 | 2,468,327 | 186,051 | |
LOWES COS INC | COM | 548661107 | 23,170 | 250,863 | SH | DFND | 01 02 | 0 | 250,863 | 0 | |
LUXFER HOLDINGS PLC | SHS | G5698W116 | 4,231 | 240,000 | SH | DFND | 2 | 0 | 240,000 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 60,233 | 225,000 | SH | DFND | 2 | 0 | 225,000 | 0 | |
MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 952 | 84,900 | SH | DFND | 2 | 0 | 84,900 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 257,000 | 13,540,591 | SH | DFND | 01 02 | 0 | 12,489,841 | 1,050,750 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 2,250 | 53,100 | SH | DFND | 1 | 0 | 53,100 | 0 | |
MARATHON PETE CORP | COM | 56585A102 | 1,516 | 25,692 | SH | DFND | 2 | 0 | 25,692 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 63,471 | 300,370 | SH | DFND | 01 02 | 0 | 285,770 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 9,173 | 84,499 | SH | DFND | 01 02 | 0 | 84,499 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 228,745 | 3,244,146 | SH | DFND | 01 02 | 0 | 3,025,946 | 218,200 | |
MASCO CORP | COM | 574599106 | 10,450 | 357,375 | SH | DFND | 01 02 | 0 | 357,375 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 23,290 | 123,456 | SH | DFND | BC 01 02 | 0 | 123,456 | 0 | |
MAXIMUS INC | COM | 577933104 | 144,472 | 2,219,574 | SH | DFND | 01 02 | 0 | 2,021,599 | 175,875 | |
MEDICAL PPTYS TRUST INC | COM | 58463J304 | 27 | 1,706 | SH | DFND | 2 | 0 | 1,706 | 0 | |
MEDTRONIC PLC | SHS | G5960L103 | 234 | 2,575 | SH | DFND | BA | 0 | 2,575 | 0 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 17,939 | 194,183 | SH | DFND | 01 02 | 0 | 194,183 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 1,356 | 4,629 | SH | DFND | 2 | 0 | 4,629 | 0 | |
MERCURY SYS INC | COM | 589378108 | 62,688 | 1,325,600 | SH | DFND | 2 | 0 | 1,325,600 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 310,898 | 549,698 | SH | DFND | 01 02 BA | 0 | 519,098 | 16,600 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 23,929 | 906,062 | SH | DFND | 01 02 | 0 | 906,062 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 26,055 | 1,073,999 | SH | DFND | 01 02 | 0 | 1,073,999 | 0 | |
MICROSOFT CORP | COM | 594918104 | 23,538 | 231,742 | SH | DFND | BC 01 02 | 0 | 231,742 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 883 | 8,600 | SH | DFND | 2 | 0 | 8,600 | 0 | |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 606822104 | 2,596 | 533,145 | SH | DFND | 2 | 0 | 533,145 | 0 | |
MOELIS & CO | CL A | 60786M105 | 65,144 | 1,894,814 | SH | DFND | 01 02 | 0 | 1,814,814 | 80,000 | |
MOMO INC | AD | 60879B107 | 22,746 | 957,726 | SH | DFND | 01 02 | 0 | 888,336 | 69,390 | |
MOODYS CORP | COM | 615369105 | 135 | 963 | SH | DFND | 2 | 0 | 963 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 160,072 | 1,457,321 | SH | DFND | 01 02 | 0 | 1,320,821 | 136,500 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 651 | 21,500 | SH | DFND | 2 | 0 | 21,500 | 0 | |
MSCI INC | CL A | 55354G100 | 332,181 | 2,253,142 | SH | DFND | 01 02 | 0 | 2,072,142 | 181,000 | |
MYOVANT SCIENCES LTD | COM | G637AM102 | 2,297 | 140,000 | SH | DFND | 2 | 0 | 140,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 10,685 | 367,564 | SH | DFND | 2 | 0 | 367,564 | 0 | |
NEOGEN CORP | COM | 640491106 | 33,789 | 592,794 | SH | DFND | 2 | 0 | 530,117 | 62,677 | |
NETFLIX INC | COM | 64110L106 | 5,342 | 19,959 | SH | DFND | 01 02 | 0 | 19,959 | 0 | |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 2,242 | 31,403 | SH | DFND | 02 BA | 0 | 31,403 | 0 | |
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 27,651 | 504,486 | SH | DFND | 01 02 | 0 | 468,098 | 36,388 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 644 | 22,338 | SH | DFND | 2 | 0 | 22,338 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 42,507 | 7,303,622 | SH | DFND | 01 02 | 0 | 6,848,017 | 455,605 | |
NORDSON CORP | COM | 655663102 | 17,902 | 150,000 | SH | DFND | 2 | 0 | 150,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 39,206 | 924,878 | SH | DFND | 01 02 | 0 | 924,878 | 0 | |
NOVA MEASURING INSTRUMENTS L | COM | M7516K103 | 2,961 | 130,000 | SH | DFND | 2 | 0 | 130,000 | 0 | |
NOVANTA INC | COM | 67000B104 | 3,465 | 55,000 | SH | DFND | 2 | 0 | 55,000 | 0 | |
NVIDIA CORP | COM | 67066G104 | 10,476 | 78,475 | SH | DFND | 01 02 | 0 | 78,475 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 76,224 | 1,917,596 | SH | DFND | 01 02 | 0 | 1,766,696 | 150,900 | |
OKTA INC | CL A | 679295105 | 1,183 | 18,540 | SH | DFND | 2 | 0 | 18,540 | 0 | |
OLLIES BARGAIN OUTLT HLDGS INC | COM | 681116109 | 55,600 | 835,964 | SH | DFND | 01 02 | 0 | 792,841 | 43,123 | |
ON ASSIGNMENT INC | COM | 00191U102 | 93,200 | 1,710,100 | SH | DFND | 01 02 | 0 | 1,710,100 | 0 | |
OPERA LTD | SPONSORED ADS | 68373M107 | 4,296 | 772,592 | SH | DFND | BC 02 | 0 | 772,592 | 0 | |
ORION ENGINEERED CARBONS S A | COM | L72967109 | 25,280 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 63,397 | 3,384,758 | SH | DFND | 01 02 | 0 | 3,175,870 | 208,888 | |
PAR TECHNOLOGY CORP | COM | 698884103 | 3,407 | 156,625 | SH | DFND | BC 02 | 0 | 156,625 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 5,567 | 214,295 | SH | DFND | 01 02 | 0 | 214,295 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 35,928 | 3,600,000 | SH | DFND | 2 | 0 | 3,600,000 | 0 | |
PEBBLEBROOK HOTEL TR | COM | 70509V100 | 29 | 1,028 | SH | DFND | 2 | 0 | 1,028 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 57,097 | 1,193,759 | SH | DFND | 01 02 | 0 | 1,193,759 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 150,970 | 8,017,549 | SH | DFND | 01 02 | 0 | 7,318,808 | 698,741 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 48,790 | 1,511,944 | SH | DFND | 01 02 | 0 | 1,395,044 | 116,900 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 115,875 | 8,906,577 | SH | DFND | 01 02 | 0 | 8,291,262 | 615,315 | |
PINDUODUO INC | SPONSORED ADS | 722304102 | 15,129 | 674,215 | SH | DFND | 01 02 | 0 | 631,399 | 42,816 | |
PLANET FITNESS INC | CL A | 72703H101 | 44,076 | 822,000 | SH | DFND | 2 | 0 | 822,000 | 0 | |
POTBELLY CORP | COM | 73754Y100 | 3,622 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 87,763 | 954,364 | SH | DFND | 01 02 | 0 | 954,364 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 33,051 | 358,010 | SH | DFND | 01 02 | 4,000 | 335,130 | 0 | |
PRIMERICA INC | COM | 74164M108 | 243,180 | 2,488,790 | SH | DFND | 01 02 | 0 | 2,261,965 | 226,825 | |
PROCTER & GAMBLE CO | COM | 742718109 | 165 | 1,796 | SH | DFND | 1,796 | 0 | 0 | ||
PROLOGIS INC | COM | 74340W103 | 10,108 | 172,138 | SH | DFND | 01 02 | 0 | 172,138 | 0 | |
PROOFPOINT INC | COM | 743424103 | 2,627 | 31,339 | SH | DFND | 01 02 | 0 | 31,339 | 0 | |
PUBLIC STORAGE | COM | 74460D109 | 45 | 222 | SH | DFND | 2 | 0 | 222 | 0 | |
QAD INC | CL A | 74727D306 | 2,950 | 75,000 | SH | DFND | 2 | 0 | 75,000 | 0 | |
QAD INC | CL B | 74727D207 | 590 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 2,306 | 62,252 | SH | DFND | 2 | 0 | 62,252 | 0 | |
QUALCOMM INC | COM | 747525103 | 228 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 33,484 | 448,000 | SH | DFND | 2 | 0 | 448,000 | 0 | |
RA MED SYS INC | COM | 74933X104 | 4,050 | 509,431 | SH | DFND | 2 | 0 | 509,431 | 0 | |
RAVEN INDS INC | COM | 754212108 | 24,320 | 672,000 | SH | DFND | 2 | 0 | 672,000 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 32,775 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
RED HAT INC | COM | 756577102 | 7,344 | 41,811 | SH | DFND | 01 02 | 0 | 41,811 | 0 | |
RED LION HOTELS CORP | COM | 756764106 | 2,460 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 181,380 | 8,930,577 | SH | DFND | 01 02 | 0 | 8,675,577 | 255,000 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 52 | 1,756 | SH | DFND | 2 | 0 | 1,756 | 0 | |
RINGCENTRAL INC | CL A | 76680R206 | 8,875 | 107,649 | SH | DFND | 01 02 | 0 | 107,649 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 5,967 | 104,310 | SH | DFND | 1 | 42,000 | 62,310 | 0 | |
ROLLINS INC | COM | 775711104 | 40,539 | 1,122,967 | SH | DFND | 01 02 | 0 | 1,063,717 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 71,538 | 268,415 | SH | DFND | 01 02 | 0 | 254,115 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 13,537 | 138,429 | SH | DFND | 01 02 | 0 | 138,429 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 2,855 | 40,025 | SH | DFND | 2 | 0 | 40,025 | 0 | |
S&P GLOBAL INC | COM | 78409V104 | 5,250 | 30,891 | SH | DFND | 01 02 | 0 | 30,891 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 32,694 | 341,309 | SH | DFND | 01 02 BA | 0 | 331,009 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,779 | 34,889 | SH | DFND | 01 02 | 0 | 34,889 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 22,481 | 767,531 | SH | DFND | 01 02 | 0 | 715,502 | 52,029 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 189,172 | 1,168,522 | SH | DFND | 01 02 | 0 | 1,140,922 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 272,985 | 6,573,194 | SH | DFND | 01 02 | 187,250 | 6,038,544 | 220,000 | |
SERVICENOW INC | COM | 81762P102 | 6,195 | 34,792 | SH | DFND | 01 02 | 0 | 34,792 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 7,868 | 19,997 | SH | DFND | 01 02 | 0 | 19,997 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 40,260 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
SIENTRA INC | COM | 82621J105 | 4,806 | 378,100 | SH | DFND | 2 | 0 | 378,100 | 0 | |
SIMON PPTY GROUP INC NEW | COM | 828806109 | 77 | 460 | SH | DFND | 2 | 0 | 460 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 85,216 | 1,541,812 | SH | DFND | 01 02 | 0 | 1,541,812 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 7,923 | 100,192 | SH | DFND | 2 | 0 | 100,192 | 0 | |
SMITH A O | COM | 831865209 | 25,536 | 598,044 | SH | DFND | 01 02 | 0 | 566,644 | 0 | |
SMUCKER J M CO | COM | 832696405 | 23 | 251 | SH | DFND | 251 | 0 | 0 | ||
SONY CORP | ADR | 835699307 | 2,714 | 56,223 | SH | DFND | 2 | 0 | 56,223 | 0 | |
SPLUNK INC | COM | 848637104 | 11,070 | 105,580 | SH | DFND | 01 02 | 0 | 105,580 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,440 | 21,500 | SH | DFND | 2 | 0 | 21,500 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 705 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 279,097 | 6,187,035 | SH | DFND | 01 02 | 0 | 5,660,835 | 470,000 | |
STAMPS COM INC | COM NEW | 852857200 | 3,349 | 21,520 | SH | DFND | 01 02 | 0 | 21,520 | 0 | |
STARS GROUP INC | COM | 85570w100 | 2,116 | 128,070 | SH | DFND | 2 | 0 | 128,070 | 0 | |
STONECO LTD | COM CL A | G85158106 | 16,152 | 875,941 | SH | DFND | BC 01 02 | 0 | 815,495 | 60,446 | |
STUDIO CITY INTL HLDGS LTD | SPON ADS | 86389T106 | 2,926 | 175,000 | SH | DFND | 2 | 0 | 175,000 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 31,620 | 2,550,000 | SH | DFND | 2 | 0 | 2,550,000 | 0 | |
SUN CMNTYS INC | COM | 866674104 | 76 | 747 | SH | DFND | 2 | 0 | 747 | 0 | |
SUN HYDRAULICS CORP | COM | 866942105 | 25,722 | 775,000 | SH | DFND | 2 | 0 | 775,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 1,491 | 53,304 | SH | DFND | 2 | 0 | 53,304 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 126,776 | 3,434,720 | SH | DFND | 01 02 | 0 | 3,192,751 | 241,969 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,394 | 62,117 | SH | DFND | 01 02 | 0 | 62,117 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 1,476 | 55,307 | SH | DFND | BC 02 | 0 | 55,307 | 0 | |
TARGA RES CORP | COM | 87612G101 | 900 | 25,000 | SH | DFND | 2 | 0 | 25,000 | 0 | |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 109 | 1,436 | SH | DFND | 2 | 0 | 1,436 | 0 | |
TELADOC INC | COM | 87918A105 | 76,387 | 1,541,000 | SH | DFND | 2 | 0 | 1,541,000 | 0 | |
TELEFLEX INC | COM | 879369106 | 60,222 | 232,984 | SH | DFND | 01 02 BA | 0 | 220,584 | 0 | |
TENABLE HLDGS INC | COM | 88025T102 | 1,997 | 90,000 | SH | DFND | 2 | 0 | 90,000 | 0 | |
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 5,288 | 400,000 | SH | DFND | 01 02 | 0 | 371,619 | 28,381 | |
TESLA MOTORS INC | COM | 88160R101 | 553,701 | 1,663,764 | SH | DFND | BC 01 02 | 225,000 | 1,363,100 | 75,664 | |
TEXAS INSTRS INC | COM | 882508104 | 36 | 381 | SH | DFND | 2 | 0 | 381 | 0 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 103,331 | 890,328 | SH | DFND | BC 01 02 | 0 | 890,328 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 7,048 | 1,850,000 | SH | DFND | 2 | 0 | 1,850,000 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 27,177 | 337,566 | SH | DFND | 01 02 | 3,000 | 316,727 | 0 | |
TORO CO | COM | 891092108 | 34,662 | 620,286 | SH | DFND | 01 02 | 0 | 587,286 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 11,845 | 481,900 | SH | DFND | 2 | 0 | 481,900 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 110,519 | 325,000 | SH | DFND | 2 | 0 | 325,000 | 0 | |
TRANSUNION | COM | 89400J107 | 80,765 | 1,421,924 | SH | DFND | 01 02 | 0 | 1,346,324 | 0 | |
TREX CO INC | COM | 89531P105 | 124,851 | 2,103,293 | SH | DFND | 01 02 | 0 | 1,994,493 | 108,800 | |
TWITTER INC | COM | 90184L102 | 55 | 1,902 | SH | DFND | BC | 0 | 1,902 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 125,432 | 512,240 | SH | DFND | 01 02 | 0 | 505,340 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 32,345 | 1,830,528 | SH | DFND | 01 02 | 0 | 1,702,628 | 127,900 | |
UNDER ARMOUR INC | CL C | 904311206 | 582 | 36,000 | SH | DFND | 2 | 0 | 36,000 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 727 | 2,917 | SH | DFND | 02 BA | 0 | 2,917 | 0 | |
UNIVAR INC | COM | 91336L107 | 44,350 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
UPWORK INC | COM | 91688F104 | 497 | 27,470 | SH | DFND | 2 | 0 | 27,470 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,029,579 | 4,883,688 | SH | DFND | 01 02 | 0 | 4,310,888 | 534,500 | |
VALERO ENERGY CORP | COM | 91913Y100 | 892 | 11,900 | SH | DFND | 2 | 0 | 11,900 | 0 | |
VARONIS SYS INC | COM | 922280102 | 6,614 | 125,034 | SH | DFND | 01 02 | 0 | 125,034 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 58,466 | 654,566 | SH | DFND | 01 02 BA | 0 | 627,766 | 0 | |
VERISIGN INC | COM | 92343E102 | 106,096 | 715,464 | SH | DFND | 01 02 | 0 | 677,264 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 166,883 | 1,530,476 | SH | DFND | 01 02 | 0 | 1,455,976 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 14,401 | 86,907 | SH | DFND | 01 02 BA | 0 | 86,907 | 0 | |
VIEWRAY INC | COM | 92672L107 | 7,439 | 1,225,593 | SH | DFND | 02 BA | 0 | 1,225,593 | 0 | |
VISA INC | COM CL A | 92826C839 | 19,857 | 150,504 | SH | DFND | 01 02 | 0 | 150,504 | 0 | |
VMWARE INC | CL A COM | 928563402 | 119 | 870 | SH | DFND | BC | 0 | 870 | 0 | |
VORNADO RLTY TR | SH BEN INT | 929042109 | 34 | 548 | SH | DFND | 2 | 0 | 548 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 120,656 | 1,625,000 | SH | DFND | 2 | 0 | 1,625,000 | 0 | |
WATERS CORP | COM | 941848103 | 20,167 | 106,901 | SH | DFND | 01 02 | 0 | 101,201 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 27 | 396 | SH | DFND | 2 | 0 | 396 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 160,544 | 1,637,703 | SH | DFND | 01 02 BA | 0 | 1,522,403 | 79,000 | |
WEX INC | COM | 96208T104 | 63,027 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 60,947 | 401,339 | SH | DFND | 01 02 | 0 | 379,939 | 0 | |
WINGSTOP INC | COM | 974155103 | 22,466 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 188,507 | 2,086,636 | SH | DFND | BC 01 02 | 0 | 2,010,957 | 52,753 | |
WORLDPAY INC | CL A | 981558109 | 76,729 | 1,003,907 | SH | DFND | 01 02 | 0 | 958,007 | 0 | |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 1,147 | 32,000 | SH | DFND | 1 | 0 | 32,000 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 30,206 | 1,104,409 | SH | DFND | 01 02 | 0 | 1,026,309 | 78,100 | |
YEXT INC | COM | 98585N106 | 37,477 | 2,523,709 | SH | DFND | BC 02 | 0 | 2,523,709 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 64,515 | 4,818,181 | SH | DFND | 01 02 | 0 | 4,488,091 | 330,090 | |
YY INC | ADS REPCOM CLA | 98426T106 | 28,232 | 471,634 | SH | DFND | 01 02 | 0 | 439,492 | 32,142 | |
ZAI LAB LTD | ADR | 98887Q104 | 45,837 | 1,974,013 | SH | DFND | 01 02 BA | 0 | 1,842,706 | 131,307 | |
ZILLOW GROUP INC | CL A | 98954M101 | 63,491 | 2,020,066 | SH | DFND | BC 01 02 | 0 | 2,020,066 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 25,718 | 814,382 | SH | DFND | 01 02 | 0 | 770,879 | 0 | |
ZSCALER INC | COM | 98980G102 | 490 | 12,506 | SH | DFND | 2 | 0 | 12,506 | 0 |