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 | 53,520 | 1,421,890 | SH | DFND | 01 02 | 0 | 1,421,890 | 0 | |
SMITH A O | COM | 831865209 | 15,411 | 326,778 | SH | DFND | 01 02 | 0 | 310,988 | 0 | |
ABBOTT LABS | COM | 002824100 | 555 | 6,596 | SH | DFND | BA | 0 | 6,596 | 0 | |
ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 5,949 | 260,000 | SH | DFND | 2 | 0 | 260,000 | 0 | |
ACCELERON PHARMA INC | COM | 00434H108 | 8,273 | 201,384 | SH | DFND | 01 02 BA | 0 | 201,384 | 0 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 175 | 946 | SH | DFND | 2 | 0 | 946 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 8,478 | 179,616 | SH | DFND | 01 02 | 0 | 179,616 | 0 | |
ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 694 | 172,669 | SH | DFND | 2 | 0 | 172,669 | 0 | |
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 31,723 | 656,800 | SH | DFND | BC 02 BA | 0 | 607,891 | 48,909 | |
ADOBE SYS INC | COM | 00724F101 | 9,359 | 31,763 | SH | DFND | 01 02 | 0 | 31,763 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 8,133 | 275,226 | SH | DFND | 2 | 0 | 275,226 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 3,471 | 46,481 | SH | DFND | 2 | 0 | 46,481 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 70,600 | 1,707,792 | SH | DFND | 01 02 | 0 | 1,659,242 | 48,550 | |
ALBANY INTL CORP | CL A | 012348108 | 9,242 | 111,471 | SH | DFND | 2 | 0 | 100,380 | 11,091 | |
ALCON INC | ORD SHS | H01301128 | 290 | 4,679 | SH | DFND | BA | 0 | 4,679 | 0 | |
Alector Inc | COM | 014442107 | 4,632 | 243,787 | SH | DFND | 01 02 BA | 0 | 221,787 | 22,000 | |
ALEXANDER & BALDWIN | COM | 014491104 | 4,273 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
ALEXANDERS INC | COM | 014752109 | 62,831 | 169,675 | SH | DFND | 01 02 | 5,000 | 152,238 | 10,700 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 147,003 | 1,041,910 | SH | DFND | 01 02 BA | 0 | 959,910 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 271,872 | 1,604,438 | SH | DFND | BC 01 02 | 0 | 1,503,067 | 101,371 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 74,392 | 271,803 | SH | DFND | 01 02 BA | 0 | 254,339 | 12,600 | |
ALPHABET INC | CL A | 02079K305 | 3,318 | 3,064 | SH | DFND | 01 02 | 0 | 3,064 | 0 | |
ALPHABET INC | CL C | 02079K107 | 42,722 | 39,524 | SH | DFND | 01 02 | 0 | 39,524 | 0 | |
ALTAIR ENGR INC | COM CL A | 021369103 | 79,760 | 1,974,757 | SH | DFND | 01 02 | 0 | 1,883,757 | 91,000 | |
AMAZON COM INC | COM | 023135106 | 87,842 | 46,388 | SH | DFND | BC 01 02 | 0 | 46,388 | 0 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 27,895 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 17,534 | 721,264 | SH | DFND | 01 02 | 0 | 621,264 | 100,000 | |
AMERICAN TOWER CORP | COM | 03027X100 | 16,388 | 80,156 | SH | DFND | 01 02 | 0 | 80,156 | 0 | |
AMERICOLD RLTY TR | COM | 03064D108 | 112,309 | 3,464,189 | SH | DFND | BC 01 02 | 0 | 3,464,189 | 0 | |
AMPHENOL CORP NEW | COM | 032095101 | 26,552 | 276,759 | SH | DFND | 01 02 | 0 | 264,308 | 0 | |
ANAPLAN INC | COM | 03272L108 | 4,190 | 83,018 | SH | DFND | 2 | 0 | 83,018 | 0 | |
ANGI HOMESERVICES INC | COM | 00183L102 | 18,975 | 1,458,504 | SH | DFND | BC 01 02 | 0 | 1,388,305 | 0 | |
ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 32,246 | 1,810,563 | SH | DFND | 01 02 | 0 | 1,677,812 | 132,751 | |
ANSYS INC | COM | 03662Q105 | 532,683 | 2,600,736 | SH | DFND | 01 02 | 0 | 2,391,422 | 176,700 | |
APPLE INC | COM | 037833100 | 222 | 1,122 | SH | DFND | 01 02 | 0 | 1,122 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 830,010 | 22,384,293 | SH | DFND | 01 02 | 0 | 21,415,939 | 840,100 | |
ARCO PLATFORM LTD | COM CL A | G04553106 | 12,277 | 280,430 | SH | DFND | 2 | 0 | 280,430 | 0 | |
ARGENX SE | SPONSORED ADR | 04016X101 | 26,579 | 187,732 | SH | DFND | BC 02 BA | 0 | 187,732 | 0 | |
ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 4,394 | 165,794 | SH | DFND | 02 BA | 0 | 165,794 | 0 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 105 | 3,819 | SH | DFND | 1 | 0 | 3,819 | 0 | |
ASGN INC | COM | 00191U102 | 109,692 | 1,810,100 | SH | DFND | 01 02 | 0 | 1,810,100 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 8,932 | 42,958 | SH | DFND | 01 02 | 0 | 42,958 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 149,971 | 1,206,716 | SH | DFND | 01 02 | 0 | 1,187,056 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 6,517 | 157,869 | SH | DFND | 02 BA | 0 | 157,869 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 92 | 454 | SH | DFND | 2 | 0 | 454 | 0 | |
AXOGEN INC | COM | 05463X106 | 4,952 | 250,084 | SH | DFND | 2 | 0 | 250,084 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 112,510 | 4,144,001 | SH | DFND | 01 02 | 0 | 3,860,301 | 283,700 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 318 | 1 | SH | DFND | 1 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 42,072 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 326,979 | 1,568,320 | SH | DFND | 01 02 BA | 0 | 1,450,569 | 94,500 | |
BJS RESTAURANTS INC | COM | 09180C106 | 26,364 | 600,000 | SH | DFND | 2 | 0 | 600,000 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 1,624 | 217,714 | SH | DFND | 2 | 0 | 217,714 | 0 | |
BLACKROCK INC | COM | 09247X101 | 145 | 310 | SH | DFND | 2 | 0 | 310 | 0 | |
BLOOM ENERGY CORP | COM CL A | 093712107 | 29,433 | 2,398,785 | SH | DFND | 01 02 | 0 | 2,398,785 | 0 | |
BOOKING HLDGS INC | COM | 09857L108 | 58,922 | 31,430 | SH | DFND | 01 02 | 0 | 30,043 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 49 | 381 | SH | DFND | 2 | 0 | 381 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 57,734 | 2,143,058 | SH | DFND | 01 02 | 0 | 2,143,058 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 450,894 | 2,988,627 | SH | DFND | 01 02 | 0 | 2,770,627 | 218,000 | |
BRIGHTVIEW HLDGS INC | COM | 10948C107 | 17,518 | 936,284 | SH | DFND | 01 02 | 0 | 881,513 | 54,771 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 21,991 | 460,263 | SH | DFND | 01 02 | 0 | 460,263 | 0 | |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 107 | 2,482 | SH | DFND | 2 | 0 | 2,482 | 0 | |
BROOKFIELD PPTY PARTNERS L P | UNIT LTD PARTN | G16249107 | 24 | 1,251 | SH | DFND | 2 | 0 | 1,251 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 34,116 | 654,814 | SH | DFND | 01 02 | 0 | 624,559 | 0 | |
CANTEL MEDICAL CORP | COM | 138098108 | 52,416 | 650,000 | SH | DFND | 2 | 0 | 650,000 | 0 | |
CAREDX INC | COM | 14167L103 | 18,346 | 509,765 | SH | DFND | 01 02 BA | 0 | 509,765 | 0 | |
CARMAX INC | COM | 143130102 | 6,229 | 71,733 | SH | DFND | 1 | 0 | 71,733 | 0 | |
CATALENT INC | COM | 148806102 | 81 | 1,500 | SH | DFND | BA | 0 | 1,500 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 116,311 | 2,267,263 | SH | DFND | 01 02 | 0 | 2,202,083 | 0 | |
CDW CORP | COM | 12514G108 | 50,527 | 455,202 | SH | DFND | 01 02 | 0 | 433,610 | 0 | |
CERIDIAN HCM HLDG INC | COM | 15677J108 | 128,621 | 2,562,171 | SH | DFND | 01 02 | 0 | 2,485,053 | 0 | |
CERUS CORP | COM | 157085101 | 10,285 | 1,830,000 | SH | DFND | 2 | 0 | 1,830,000 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 112 | 283 | SH | DFND | 2 | 0 | 283 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 425,606 | 4,891,465 | SH | DFND | 01 02 | 20,000 | 4,296,991 | 544,900 | |
CHURCH & DWIGHT INC | COM | 171340102 | 42,679 | 584,157 | SH | DFND | 01 02 | 0 | 539,157 | 45,000 | |
CISION LTD | SHS | G1992S109 | 79,045 | 6,738,678 | SH | DFND | 01 02 | 0 | 6,738,678 | 0 | |
CLARIVATE ANALYTICS PLC | COM | G21810109 | 61,520 | 4,000,000 | SH | DFND | 2 | 0 | 4,000,000 | 0 | |
CME GROUP INC | COM | 12572Q105 | 11,551 | 59,506 | SH | DFND | 01 02 | 0 | 59,506 | 0 | |
COGNEX CORP | COM | 192422103 | 81,566 | 1,700,000 | SH | DFND | 2 | 0 | 1,700,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 137,281 | 2,668,751 | SH | DFND | 01 02 | 0 | 2,351,551 | 317,200 | |
COHERENT INC | COM | 192479103 | 1,405 | 10,300 | SH | DFND | 2 | 0 | 10,300 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 0 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 2,771 | 26,853 | SH | DFND | 01 02 | 0 | 26,853 | 0 | |
CONSTELLATION BRANDS INC | COM | 21036P108 | 209 | 1,060 | SH | DFND | 2 | 0 | 1,060 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 75,738 | 776,239 | SH | DFND | 01 02 | 0 | 722,067 | 54,172 | |
COSTAR GROUP INC | COM | 22160N109 | 1,339,509 | 2,417,624 | SH | DFND | 01 02 | 0 | 2,273,655 | 132,153 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 80 | 304 | SH | DFND | 2 | 0 | 304 | 0 | |
COUPA SOFTWARE INC | COM | 22266L106 | 620 | 4,900 | SH | DFND | 2 | 0 | 4,900 | 0 | |
COVETRUS INC | COM | 22304C100 | 27,356 | 1,118,415 | SH | DFND | 02 BA | 0 | 1,074,415 | 44,000 | |
CROWDSTRIKE HLDGS INC | COM | 22788C105 | 17,072 | 250,000 | SH | DFND | BC 01 02 | 0 | 239,959 | 0 | |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 63 | 480 | SH | DFND | 2 | 0 | 480 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 8,094 | 219,280 | SH | DFND | 01 02 | 0 | 219,280 | 0 | |
CUBIC CORP | COM | 229669106 | 9,994 | 155,000 | SH | DFND | 2 | 0 | 155,000 | 0 | |
D R HORTON INC | COM | 23331A109 | 15,580 | 361,229 | SH | DFND | 01 02 | 0 | 361,229 | 0 | |
DANAHER CORP DEL | COM | 235851102 | 208 | 1,458 | SH | DFND | 2 | 0 | 1,458 | 0 | |
DENALI THERAPEUTICS INC | COM | 24823R105 | 20,442 | 984,662 | SH | DFND | 01 02 | 0 | 903,662 | 81,000 | |
DEXCOM INC | COM | 252131107 | 74,957 | 500,244 | SH | DFND | 01 02 BA | 0 | 491,959 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 9,169 | 264,760 | SH | DFND | 2 | 0 | 242,500 | 22,260 | |
DOMINOS PIZZA INC | COM | 25754A201 | 1,298 | 49,108 | SH | DFND | 2 | 0 | 49,108 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 238,184 | 5,978,522 | SH | DFND | 01 02 | 0 | 5,508,522 | 470,000 | |
DR REDDYS LABS LTD | ADR | 256135203 | 12,379 | 330,360 | SH | DFND | 01 02 | 0 | 294,975 | 35,385 | |
DUKE REALTY CORP | COM | 264411505 | 86 | 2,708 | SH | DFND | 2 | 0 | 2,708 | 0 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,945 | 32,179 | SH | DFND | 01 02 BA | 0 | 32,179 | 0 | |
ELASTIC N V | COM | N14506104 | 1,080 | 14,472 | SH | DFND | 2 | 0 | 14,472 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 11,730 | 115,838 | SH | DFND | 01 02 | 0 | 115,838 | 0 | |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 9,420 | 195,000 | SH | DFND | 2 | 0 | 195,000 | 0 | |
ENCANA CORP | COM | 292505104 | 2,756 | 537,153 | SH | DFND | 2 | 0 | 537,153 | 0 | |
ENDAVA PLC | ADS | 29260V105 | 56,245 | 1,397,732 | SH | DFND | 2 | 0 | 1,397,732 | 0 | |
ENVESTNET INC | COM | 29404K106 | 6,728 | 98,410 | SH | DFND | 01 02 | 0 | 98,410 | 0 | |
EPAM SYS INC | COM | 29414B104 | 16,284 | 94,073 | SH | DFND | 01 02 | 0 | 94,073 | 0 | |
EQUINIX INC | COM | 29444U700 | 130,490 | 258,759 | SH | DFND | 01 02 | 0 | 251,560 | 0 | |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 7,304 | 60,196 | SH | DFND | 01 02 | 0 | 60,196 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 91 | 1,200 | SH | DFND | 2 | 0 | 1,200 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 7,155 | 86,600 | SH | DFND | 2 | 0 | 86,600 | 0 | |
ESPERION THERAPEUTICS INC | COM | 29664W105 | 8,769 | 188,500 | SH | DFND | 2 | 0 | 188,500 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 37,145 | 790,478 | SH | DFND | 01 02 | 0 | 724,978 | 65,500 | |
ESSEX PPTY TR INC | COM | 297178105 | 78 | 268 | SH | DFND | 2 | 0 | 268 | 0 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 3,782 | 580,000 | SH | DFND | 2 | 0 | 580,000 | 0 | |
EXACT SCIENCES CORP | COM | 30063P105 | 94 | 800 | SH | DFND | BA | 0 | 800 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 41,487 | 311,860 | SH | DFND | 01 02 | 0 | 297,009 | 0 | |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 84 | 4,950 | SH | DFND | 2 | 0 | 4,950 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 21,897 | 113,454 | SH | DFND | BC 01 02 | 0 | 113,454 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 834,310 | 2,911,466 | SH | DFND | 01 02 | 0 | 2,751,021 | 137,000 | |
FASTENAL CO | COM | 311900104 | 32,715 | 1,003,824 | SH | DFND | 01 02 | 0 | 978,375 | 0 | |
FIRST REP BK SAN FRAN CALI N | CL A | 33616C100 | 55,536 | 568,729 | SH | DFND | 01 02 | 0 | 541,198 | 0 | |
FIVERR INTL LTD | ORD SHS | M4R82T106 | 11,040 | 371,710 | SH | DFND | 2 | 0 | 371,710 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 66,815 | 237,904 | SH | DFND | 01 02 | 0 | 226,522 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 96,128 | 2,294,232 | SH | DFND | 01 02 | 0 | 2,294,232 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 60,762 | 628,028 | SH | DFND | 01 02 | 0 | 581,822 | 46,206 | |
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 10,801 | 319,000 | SH | DFND | 2 | 0 | 319,000 | 0 | |
FORESTAR GROUP INC | COM | 346232101 | 3,580 | 183,141 | SH | DFND | 01 02 | 0 | 183,141 | 0 | |
FUTU HLDGS LTD | SPONSORED ADS | 36118L106 | 1,952 | 184,638 | SH | DFND | BC 02 | 0 | 184,638 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 380,407 | 9,759,040 | SH | DFND | 01 02 | 0 | 9,059,390 | 699,650 | |
GARTNER INC | COM | 366651107 | 1,062,603 | 6,602,481 | SH | DFND | 01 02 | 0 | 6,224,211 | 288,575 | |
GCI LIBERTY INC | CL A | 36164V305 | 6,303 | 102,550 | SH | DFND | 01 02 | 0 | 102,550 | 0 | |
GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 83,179 | 2,213,976 | SH | DFND | 01 02 | 0 | 2,124,308 | 89,668 | |
GLOBANT S A | COM | L44385109 | 3,616 | 35,781 | SH | DFND | 2 | 0 | 35,781 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 3,114 | 168,500 | SH | DFND | 2 | 0 | 168,500 | 0 | |
GOLD FIELDS LTD NEW | SPONSORED ADR | 38059T106 | 30,828 | 5,698,359 | SH | DFND | 01 02 | 0 | 5,280,236 | 418,123 | |
GTT COMMUNICATIONS INC | COM | 362393100 | 39,600 | 2,250,000 | SH | DFND | 2 | 0 | 2,250,000 | 0 | |
GUARDANT HEALTH INC | COM | 40131M109 | 35,080 | 406,351 | SH | DFND | 02 BA | 0 | 406,351 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 676,593 | 6,673,828 | SH | DFND | 01 02 | 0 | 6,354,442 | 244,000 | |
HCA HEALTHCARE INC | COM | 40412C101 | 268 | 1,985 | SH | DFND | BA | 0 | 1,985 | 0 | |
HCP INC | COM | 40414l109 | 15 | 481 | SH | DFND | 2 | 0 | 481 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 4,887 | 37,577 | SH | DFND | BC 01 02 | 0 | 37,577 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 59,216 | 905,436 | SH | DFND | 01 02 BA | 0 | 905,436 | 0 | |
HEICO CORP NEW | CL A | 422806208 | 24,665 | 238,613 | SH | DFND | 01 02 | 0 | 238,613 | 0 | |
HEICO CORP NEW | COM | 422806109 | 16,859 | 125,993 | SH | DFND | 01 02 | 0 | 125,993 | 0 | |
HELIOS TECHNOLOGIES INC | COM | 42328H109 | 42,929 | 925,000 | SH | DFND | 2 | 0 | 925,000 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 9,046 | 284,274 | SH | DFND | 01 02 | 0 | 284,274 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 689 | 7,049 | SH | DFND | 01 02 | 0 | 7,049 | 0 | |
HOME DEPOT INC | COM | 437076102 | 7,083 | 34,057 | SH | DFND | 01 02 | 2,000 | 32,057 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 57 | 3,106 | SH | DFND | 2 | 0 | 3,106 | 0 | |
HOULIHAN LOKEY INC | CL A | 441593100 | 58,870 | 1,322,019 | SH | DFND | 01 02 | 0 | 1,268,069 | 53,950 | |
HUDSON LTD | COM CL A | G46408103 | 41,370 | 3,000,000 | SH | DFND | 2 | 0 | 3,000,000 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 11,993 | 360,476 | SH | DFND | 01 02 | 0 | 360,476 | 0 | |
HUMANA INC | COM | 444859102 | 385 | 1,450 | SH | DFND | BA | 0 | 1,450 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 345,202 | 4,534,371 | SH | DFND | 01 02 | 0 | 4,172,407 | 333,168 | |
IAC INTERACTIVECORP | COM | 44919P508 | 62,266 | 286,243 | SH | DFND | BC 01 02 | 0 | 275,398 | 0 | |
ICHOR HOLDINGS | SHS | G4740B105 | 8,510 | 360,000 | SH | DFND | 2 | 0 | 360,000 | 0 | |
ICON PLC | SHS | G4705A100 | 116,290 | 755,278 | SH | DFND | 01 02 BA | 0 | 755,278 | 0 | |
IDEX CORP | COM | 45167R104 | 88,536 | 514,323 | SH | DFND | 01 02 | 0 | 489,321 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 1,085,169 | 3,941,338 | SH | DFND | 01 02 BA | 0 | 3,698,330 | 186,000 | |
IHS MARKIT LTD | SHS | G47567105 | 224 | 3,516 | SH | DFND | 2 | 0 | 3,516 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 52 | 344 | SH | DFND | 2 | 0 | 344 | 0 | |
ILLUMINA INC | COM | 452327109 | 166,557 | 452,415 | SH | DFND | 01 02 BA | 0 | 434,807 | 0 | |
INFLARX NV | COM | N44821101 | 125 | 39,617 | SH | DFND | 2 | 0 | 39,617 | 0 | |
INGEVITY CORP | COM | 45688C107 | 42,068 | 400,000 | SH | DFND | 2 | 0 | 400,000 | 0 | |
INSPIRE MED SYS INC | COM | 457730109 | 20,619 | 339,970 | SH | DFND | 02 BA | 0 | 339,970 | 0 | |
INSTALLED BLDG PRODS INC | COM | 45780R101 | 96,926 | 1,636,712 | SH | DFND | 01 02 | 0 | 1,636,712 | 0 | |
INSULET CORP | COM | 45784P101 | 372 | 3,112 | SH | DFND | BA | 0 | 3,112 | 0 | |
INTERSECT ENT INC | COM | 46071F103 | 4,324 | 190,000 | SH | DFND | 2 | 0 | 190,000 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 29,573 | 388,660 | SH | DFND | 01 02 | 0 | 388,660 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 18,895 | 36,021 | SH | DFND | 01 02 BA | 0 | 36,021 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 10,803 | 404,162 | SH | DFND | 01 02 | 0 | 404,162 | 0 | |
IQVIA HLDGS INC | COM | 46266C105 | 303 | 1,882 | SH | DFND | 02 BA | 0 | 1,882 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 269,692 | 11,594,684 | SH | DFND | 01 02 | 0 | 10,692,184 | 902,500 | |
JBG SMITH PPTYS | COM | 46590V100 | 7,553 | 191,990 | SH | DFND | 01 02 | 0 | 191,990 | 0 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 99,726 | 823,300 | SH | DFND | 01 02 | 0 | 823,300 | 0 | |
KENNEDY-WILSON HLDGS INC | COM | 489398107 | 63 | 3,044 | SH | DFND | 2 | 0 | 3,044 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 7,028 | 95,217 | SH | DFND | 01 02 | 0 | 95,217 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 141,330 | 1,544,929 | SH | DFND | BC 01 02 | 0 | 1,421,688 | 123,241 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 9,276 | 293,000 | SH | DFND | 2 | 0 | 293,000 | 0 | |
LENDINGTREE INC | COM | 52603B107 | 53,900 | 128,325 | SH | DFND | 01 02 | 0 | 116,150 | 12,175 | |
LENNAR CORP | COM | 526057104 | 12,386 | 255,599 | SH | DFND | 01 02 | 0 | 255,599 | 0 | |
LEXINFINTECH HLDGS LTD | ADR | 528877103 | 22,876 | 2,049,778 | SH | DFND | 01 02 | 0 | 1,899,332 | 150,446 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 10,284 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 75,323 | 722,727 | SH | DFND | 01 02 | 0 | 700,660 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 6,634 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 28,057 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 41,778 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 57 | 497 | SH | DFND | BA | 0 | 497 | 0 | |
LIMONEIRA CO | COM | 532746104 | 6,480 | 325,000 | SH | DFND | 2 | 0 | 325,000 | 0 | |
LINDBLAD EXPEDITIONS HLDGS I | COM | 535219109 | 969 | 54,000 | SH | DFND | 1 | 0 | 54,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 61,799 | 349,324 | SH | DFND | 01 02 | 0 | 334,324 | 15,000 | |
LIVERAMP HLDGS INC | COM | 53815P108 | 59,686 | 1,231,142 | SH | DFND | 01 02 | 0 | 1,231,142 | 0 | |
LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 15,867 | 1,356,159 | SH | DFND | 01 02 | 0 | 1,257,735 | 98,424 | |
LOWES COS INC | COM | 548661107 | 1,918 | 19,007 | SH | DFND | 01 02 | 0 | 19,007 | 0 | |
LUXFER HOLDINGS PLC | SHS | G5698W116 | 5,885 | 240,000 | SH | DFND | 2 | 0 | 240,000 | 0 | |
LYFT INC | CL A COM | 55087P104 | 1,662 | 25,293 | SH | DFND | 01 02 | 0 | 25,293 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 237,952 | 13,161,086 | SH | DFND | 01 02 | 0 | 12,148,086 | 1,013,000 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 3,681 | 53,100 | SH | DFND | 1 | 0 | 53,100 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 98,860 | 307,574 | SH | DFND | 01 02 | 0 | 293,371 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 304,899 | 3,162,849 | SH | DFND | 01 02 | 0 | 2,940,849 | 222,000 | |
MASCO CORP | COM | 574599106 | 23,919 | 609,553 | SH | DFND | 01 02 | 0 | 609,553 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 30,669 | 115,937 | SH | DFND | 01 02 | 0 | 115,937 | 0 | |
MAXIMUS INC | COM | 577933104 | 53,812 | 741,819 | SH | DFND | 01 02 | 0 | 724,867 | 0 | |
MEDICAL PPTYS TRUST INC | COM | 58463J304 | 11 | 603 | SH | DFND | 2 | 0 | 603 | 0 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 19,972 | 180,468 | SH | DFND | 01 02 | 0 | 180,468 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 57,726 | 94,359 | SH | DFND | 01 02 | 0 | 88,832 | 5,527 | |
MERCK & CO INC | COM | 58933Y105 | 319 | 3,805 | SH | DFND | BA | 0 | 3,805 | 0 | |
MERCURY SYS INC | COM | 589378108 | 88,331 | 1,255,600 | SH | DFND | 2 | 0 | 1,255,600 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 443,439 | 527,903 | SH | DFND | 01 02 BA | 0 | 499,583 | 14,700 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 28,678 | 935,666 | SH | DFND | 01 02 | 0 | 935,666 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 33,756 | 1,181,509 | SH | DFND | 01 02 | 0 | 1,181,509 | 0 | |
MICROSOFT CORP | COM | 594918104 | 30,469 | 227,447 | SH | DFND | 01 02 | 0 | 227,447 | 0 | |
MOELIS & CO | CL A | 60786M105 | 66,224 | 1,894,814 | SH | DFND | 01 02 | 0 | 1,814,814 | 80,000 | |
MOMO INC | AD | 60879B107 | 29,986 | 837,604 | SH | DFND | 01 02 | 0 | 777,407 | 60,197 | |
MOODYS CORP | COM | 615369105 | 207 | 1,062 | SH | DFND | 2 | 0 | 1,062 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 210,781 | 1,457,280 | SH | DFND | 01 02 | 0 | 1,320,780 | 136,500 | |
MSCI INC | CL A | 55354G100 | 536,819 | 2,248,078 | SH | DFND | 01 02 | 0 | 2,067,078 | 181,000 | |
MYOVANT SCIENCES LTD | COM | G637AM102 | 1,520 | 168,000 | SH | DFND | 2 | 0 | 168,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 15,140 | 545,000 | SH | DFND | 2 | 0 | 545,000 | 0 | |
NEOGEN CORP | COM | 640491106 | 62,756 | 1,010,394 | SH | DFND | 01 02 | 0 | 945,317 | 65,077 | |
NETFLIX INC | COM | 64110L106 | 7,121 | 19,387 | SH | DFND | BC 01 02 | 0 | 19,387 | 0 | |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 2,651 | 31,403 | SH | DFND | 02 BA | 0 | 31,403 | 0 | |
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 33,399 | 345,819 | SH | DFND | 01 02 | 0 | 320,811 | 25,008 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 72,926 | 14,556,093 | SH | DFND | 01 02 | 0 | 13,537,492 | 1,018,601 | |
NORDSON CORP | COM | 655663102 | 21,196 | 150,000 | SH | DFND | 2 | 0 | 150,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 60,111 | 1,120,843 | SH | DFND | 01 02 | 0 | 1,120,843 | 0 | |
NOVA MEASURING INSTRUMENTS L | COM | M7516K103 | 6,653 | 260,000 | SH | DFND | 2 | 0 | 260,000 | 0 | |
NOVANTA INC | COM | 67000B104 | 5,916 | 62,731 | SH | DFND | 2 | 0 | 62,731 | 0 | |
NVIDIA CORP | COM | 67066G104 | 7,325 | 44,604 | SH | DFND | 01 02 | 0 | 44,604 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 66,301 | 1,338,323 | SH | DFND | 01 02 | 0 | 1,229,223 | 109,100 | |
OKTA INC | CL A | 679295105 | 2,290 | 18,540 | SH | DFND | 2 | 0 | 18,540 | 0 | |
OLLIES BARGAIN OUTLT HLDGS INC | COM | 681116109 | 71,950 | 825,964 | SH | DFND | 01 02 | 0 | 785,964 | 40,000 | |
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 15,500 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
OPERA LTD | SPONSORED ADS | 68373M107 | 3,637 | 348,359 | SH | DFND | 2 | 0 | 348,359 | 0 | |
ORION ENGINEERED CARBONS S A | COM | L72967109 | 21,410 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
OWENS CORNING NEW | COM | 690742101 | 7,747 | 133,114 | SH | DFND | 01 02 | 0 | 133,114 | 0 | |
PAGERDUTY INC | COM | 69553P100 | 14,115 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 129,715 | 3,328,592 | SH | DFND | 01 02 | 0 | 3,119,919 | 208,673 | |
PAR TECHNOLOGY CORP | COM | 698884103 | 7,956 | 282,135 | SH | DFND | BC 02 | 0 | 282,135 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 1,977 | 71,717 | SH | DFND | 01 02 | 0 | 71,717 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 10,995 | 1,500,000 | SH | DFND | 2 | 0 | 1,500,000 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 4,003 | 34,975 | SH | DFND | 01 02 | 0 | 34,975 | 0 | |
PEBBLEBROOK HOTEL TR | COM | 70509V100 | 37 | 1,304 | SH | DFND | 2 | 0 | 1,304 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 85,005 | 1,193,727 | SH | DFND | 01 02 | 0 | 1,193,727 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 164,703 | 8,551,553 | SH | DFND | 01 02 | 0 | 7,852,812 | 698,741 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 60,523 | 1,511,944 | SH | DFND | 01 02 | 0 | 1,395,044 | 116,900 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 116,120 | 7,457,924 | SH | DFND | 01 02 | 0 | 6,927,163 | 530,761 | |
PINDUODUO INC | SPONSORED ADS | 722304102 | 1,561 | 75,667 | SH | DFND | 2 | 0 | 75,667 | 0 | |
PLANET FITNESS INC | CL A | 72703H101 | 57,952 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 94,625 | 954,364 | SH | DFND | 01 02 | 0 | 954,364 | 0 | |
PRIMERICA INC | COM | 74164M108 | 298,052 | 2,484,800 | SH | DFND | 01 02 | 0 | 2,261,500 | 223,300 | |
PROLOGIS INC | COM | 74340W103 | 12,363 | 154,349 | SH | DFND | 01 02 | 0 | 154,349 | 0 | |
PROOFPOINT INC | COM | 743424103 | 3,796 | 31,569 | SH | DFND | 01 02 | 0 | 31,569 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 2,450 | 53,046 | SH | DFND | 01 02 | 0 | 53,046 | 0 | |
QUALCOMM INC | COM | 747525103 | 304 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 25,253 | 290,000 | SH | DFND | 2 | 0 | 290,000 | 0 | |
RA MED SYS INC | COM | 74933X104 | 1,844 | 509,431 | SH | DFND | 2 | 0 | 509,431 | 0 | |
RAVEN INDS INC | COM | 754212108 | 27,386 | 763,253 | SH | DFND | 2 | 0 | 763,253 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 41,702 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
RED HAT INC | COM | 756577102 | 6,389 | 34,026 | SH | DFND | 01 02 | 0 | 34,026 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 204,987 | 9,543,154 | SH | DFND | 01 02 | 0 | 9,288,154 | 255,000 | |
REVANCE THERAPEUTICS INC | COM | 761330109 | 8,239 | 635,200 | SH | DFND | 2 | 0 | 635,200 | 0 | |
REVOLVE GROUP INC | COM | 76156B107 | 17,250 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 12,220 | 302,706 | SH | DFND | 2 | 0 | 302,706 | 0 | |
RINGCENTRAL INC | CL A | 76680R206 | 11,871 | 103,302 | SH | DFND | 01 02 | 0 | 103,302 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 5,947 | 104,310 | SH | DFND | 1 | 42,000 | 62,310 | 0 | |
ROLLINS INC | COM | 775711104 | 42,939 | 1,197,066 | SH | DFND | 01 02 | 0 | 1,139,426 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 106,946 | 291,996 | SH | DFND | 01 02 | 0 | 278,085 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 22,367 | 184,534 | SH | DFND | 01 02 | 0 | 184,534 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 3,401 | 53,025 | SH | DFND | 2 | 0 | 53,025 | 0 | |
S&P GLOBAL INC | COM | 78409V104 | 7,060 | 30,994 | SH | DFND | 01 02 | 0 | 30,994 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 77,807 | 424,964 | SH | DFND | BC 01 02 BA | 0 | 413,206 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,679 | 30,839 | SH | DFND | 01 02 | 0 | 30,839 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 20,461 | 823,390 | SH | DFND | 01 02 | 0 | 763,383 | 60,007 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 256,333 | 1,140,067 | SH | DFND | 01 02 | 0 | 1,113,962 | 0 | |
SERVICENOW INC | COM | 81762P102 | 6,547 | 23,843 | SH | DFND | 01 02 | 0 | 23,843 | 0 | |
SIENTRA INC | COM | 82621J105 | 9,092 | 1,476,000 | SH | DFND | 2 | 0 | 1,476,000 | 0 | |
SILK ROAD MEDICAL INC | COM | 82710m100 | 12,789 | 263,913 | SH | DFND | 02 BA | 0 | 263,913 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 138,428 | 1,997,517 | SH | DFND | 01 02 | 0 | 1,997,517 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 8,037 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
SONY CORP | ADR | 835699307 | 1,688 | 32,223 | SH | DFND | 2 | 0 | 32,223 | 0 | |
SPLUNK INC | COM | 848637104 | 16,794 | 133,552 | SH | DFND | 01 02 | 0 | 133,552 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 71,428 | 488,495 | SH | DFND | 01 02 | 0 | 488,495 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 567 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 361,404 | 6,273,281 | SH | DFND | 01 02 | 0 | 5,758,108 | 460,500 | |
STONECO LTD | COM CL A | G85158106 | 62,215 | 2,103,266 | SH | DFND | 01 02 | 0 | 1,972,831 | 130,435 | |
STUDIO CITY INTL HLDGS LTD | SPON ADS | 86389T106 | 2,688 | 135,606 | SH | DFND | 2 | 0 | 135,606 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 33,687 | 1,750,000 | SH | DFND | 2 | 0 | 1,750,000 | 0 | |
SUN CMNTYS INC | COM | 866674104 | 101 | 785 | SH | DFND | 2 | 0 | 785 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 37,981 | 346,199 | SH | DFND | 01 02 | 4,000 | 325,890 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 91,468 | 2,335,142 | SH | DFND | 01 02 | 0 | 2,163,815 | 171,327 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 11,805 | 103,985 | SH | DFND | 01 02 | 0 | 103,985 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 4,321 | 113,422 | SH | DFND | BC 02 | 0 | 113,422 | 0 | |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 143 | 1,489 | SH | DFND | 2 | 0 | 1,489 | 0 | |
TELADOC INC | COM | 87918A105 | 92,044 | 1,386,000 | SH | DFND | 2 | 0 | 1,386,000 | 0 | |
TELEFLEX INC | COM | 879369106 | 73,945 | 223,297 | SH | DFND | 01 02 BA | 0 | 212,577 | 0 | |
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 19,078 | 1,272,693 | SH | DFND | 01 02 | 0 | 1,180,032 | 92,661 | |
TESLA MOTORS INC | COM | 88160R101 | 364,298 | 1,630,260 | SH | DFND | BC 01 02 | 225,000 | 1,370,260 | 35,000 | |
TEXAS INSTRS INC | COM | 882508104 | 69 | 603 | SH | DFND | 2 | 0 | 603 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 73,414 | 3,246,981 | SH | DFND | 01 02 | 0 | 2,976,981 | 270,000 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 264,310 | 6,576,513 | SH | DFND | 01 02 | 187,250 | 6,055,324 | 210,000 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 34,976 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
COOPER COS INC | COM NEW | 216648402 | 79,393 | 235,664 | SH | DFND | 01 02 BA | 0 | 226,519 | 0 | |
LAUDER ESTEE COS INC | COM | 518439104 | 83 | 456 | SH | DFND | 2 | 0 | 456 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 164 | 800 | SH | DFND | 800 | 0 | 0 | ||
SMUCKER J M CO | COM | 832696405 | 29 | 251 | SH | DFND | 251 | 0 | 0 | ||
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 62,987 | 225,000 | SH | DFND | 2 | 0 | 225,000 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 1,167 | 8,600 | SH | DFND | 2 | 0 | 8,600 | 0 | |
PROCTER & GAMBLE CO | COM | 742718109 | 197 | 1,796 | SH | DFND | 1,796 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 25,374 | 877,988 | SH | DFND | 2 | 0 | 877,988 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 7,022 | 15,323 | SH | DFND | 01 02 | 0 | 15,323 | 0 | |
STARS GROUP INC | COM | 85570w100 | 3,176 | 186,070 | SH | DFND | 2 | 0 | 186,070 | 0 | |
TORO CO | COM | 891092108 | 45,272 | 676,710 | SH | DFND | 01 02 | 0 | 644,607 | 0 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 154,779 | 679,513 | SH | DFND | BC 01 02 | 0 | 674,728 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 8,662 | 3,331,500 | SH | DFND | 2 | 0 | 3,331,500 | 0 | |
THUNDER BRIDGE ACQUISITION L | SHS CLASS A | G8857R100 | 6,315 | 605,427 | SH | DFND | BC 02 | 0 | 605,427 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 47,678 | 509,161 | SH | DFND | 01 02 | 3,000 | 482,044 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 12,657 | 512,000 | SH | DFND | 2 | 0 | 512,000 | 0 | |
TRADEWEB MKTS INC | CL A | 892672106 | 17,524 | 400,000 | SH | DFND | 01 02 | 0 | 382,506 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 96,760 | 200,000 | SH | DFND | 2 | 0 | 200,000 | 0 | |
TRANSUNION | COM | 89400J107 | 114,276 | 1,554,566 | SH | DFND | 01 02 | 0 | 1,478,190 | 0 | |
TREX CO INC | COM | 89531P105 | 196,024 | 2,733,942 | SH | DFND | 01 02 | 0 | 2,629,742 | 104,200 | |
TWILIO INC | CL A | 90138F102 | 14,689 | 107,727 | SH | DFND | BC 01 02 | 0 | 107,727 | 0 | |
TWITTER INC | COM | 90184L102 | 55 | 1,569 | SH | DFND | BC | 0 | 1,569 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 14,496 | 571,836 | SH | DFND | 01 02 | 0 | 535,836 | 36,000 | |
UNDER ARMOUR INC | CL C | 904311206 | 622 | 28,000 | SH | DFND | 2 | 0 | 28,000 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,020 | 4,179 | SH | DFND | 02 BA | 0 | 4,179 | 0 | |
UNIVAR INC | COM | 91336L107 | 36,917 | 1,675,000 | SH | DFND | 2 | 0 | 1,675,000 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,077,954 | 4,829,978 | SH | DFND | 01 02 | 0 | 4,311,102 | 482,700 | |
VARONIS SYS INC | COM | 922280102 | 3,097 | 50,000 | SH | DFND | 2 | 0 | 50,000 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 113,258 | 698,646 | SH | DFND | 01 02 BA | 0 | 672,574 | 0 | |
VERACYTE INC | COM | 92337F107 | 19,137 | 671,239 | SH | DFND | 01 02 BA | 0 | 671,239 | 0 | |
VERISIGN INC | COM | 92343E102 | 162,391 | 776,396 | SH | DFND | 01 02 | 0 | 739,234 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 234,284 | 1,599,648 | SH | DFND | 01 02 | 0 | 1,528,672 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 14,572 | 79,463 | SH | DFND | 01 02 BA | 0 | 79,463 | 0 | |
VIEWRAY INC | COM | 92672L107 | 16,526 | 1,875,809 | SH | DFND | 02 BA | 0 | 1,875,809 | 0 | |
VISA INC | COM CL A | 92826C839 | 26,350 | 151,830 | SH | DFND | 01 02 | 0 | 151,830 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 12,608 | 91,823 | SH | DFND | 01 02 | 0 | 91,823 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 119,475 | 1,250,000 | SH | DFND | 2 | 0 | 1,250,000 | 0 | |
WATERS CORP | COM | 941848103 | 8,917 | 41,429 | SH | DFND | 01 02 | 0 | 39,360 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 12 | 146 | SH | DFND | 2 | 0 | 146 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 198,917 | 1,589,430 | SH | DFND | 01 02 BA | 0 | 1,483,837 | 73,000 | |
WEX INC | COM | 96208T104 | 93,645 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WEYERHAEUSER CO | COM | 962166104 | 17 | 627 | SH | DFND | 2 | 0 | 627 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 82,125 | 428,762 | SH | DFND | 01 02 | 0 | 407,943 | 0 | |
WINGSTOP INC | COM | 974155103 | 18,950 | 200,000 | SH | DFND | 2 | 0 | 200,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 279,618 | 1,967,754 | SH | DFND | 01 02 | 0 | 1,889,915 | 52,753 | |
WORLDPAY INC | CL A | 981558109 | 134,662 | 1,098,836 | SH | DFND | 01 02 | 0 | 1,053,270 | 0 | |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 1,405 | 32,000 | SH | DFND | 1 | 0 | 32,000 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 53,443 | 1,406,403 | SH | DFND | 01 02 | 0 | 1,306,508 | 99,895 | |
YEXT INC | COM | 98585N106 | 49,946 | 2,486,102 | SH | DFND | BC 01 02 | 0 | 2,486,102 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 59,256 | 3,254,045 | SH | DFND | 01 02 | 0 | 3,024,265 | 229,780 | |
YY INC | ADS REPCOM CLA | 98426T106 | 29,288 | 420,268 | SH | DFND | 01 02 | 0 | 390,614 | 29,654 | |
ZAI LAB LTD | ADR | 98887Q104 | 76,694 | 2,199,418 | SH | DFND | 01 02 BA | 0 | 2,046,016 | 153,402 | |
ZILLOW GROUP INC | CL A | 98954M101 | 111,411 | 2,434,684 | SH | DFND | BC 01 02 | 0 | 2,434,684 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 47,349 | 1,020,678 | SH | DFND | 01 02 | 0 | 973,504 | 0 | |
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 11,916 | 134,201 | SH | DFND | 01 02 | 0 | 129,203 | 0 | |
ZSCALER INC | COM | 98980G102 | 1,075 | 14,027 | SH | DFND | 2 | 0 | 14,027 | 0 |