The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
10X GENOMICS INCCOM88025U10914,179227,520SH DFND01 02 BA0220,7320
ABBOTT LABSCOM00282410088211,171SH DFNDBA011,1710
ACCELERATE DIAGNOSTICS INCCOM00430H1021,374164,900SH DFND20164,9000
ACCELERON PHARMA INCCOM00434H10827,477305,743SH DFND01 02 BA0305,7430
ACCENTURE PLC IRELANDSHS CLASS AG1151C1015133,141SH DFND02 BA03,1410
ACTIVISION BLIZZARD INCCOM00507V10929,846501,785SH DFND01 020501,7850
ADAPTIVE BIOTECHNOLOGIES CORCOM00650F10914,292514,474SH DFND01 02 BA0486,43128,043
ADOBE SYS INCCOM00724F10110,68833,585SH DFND01 02033,5850
ADVANCED DRAIN SYS INC DELCOM00790R10414,720500,000SH DFND20500,0000
ADVANCED ENERGY INDSCOM0079731004,36490,000SH DFND2090,0000
AFYA LTDCOMG0112510644,3392,326,292SH DFND01 0202,202,695123,597
AGILENT TECHNOLOGIES INCCOM00846U1013,62850,653SH DFND2050,6530
AIR LEASE CORPCL A00912X3026,447291,173SH DFND01 020291,1730
ALBANY INTL CORPCL A0123481085115SH DFND101150
Alector IncCOM01444210711,217464,860SH DFND01 02 BA0433,40631,454
ALEXANDERS INCCOM01475210942,159152,778SH DFND01 025,000141,6823,878
ALEXANDRIA REAL ESTATE EQ INCOM015271109171,5621,251,728SH DFND01 02 BA01,170,24765,954
ALIBABA GROUP HLDG LTDSPONSORED ADR01609W102377,6241,941,710SH DFNDBC 01 02 BA01,814,955126,755
ALIGN TECHNOLOGY INCCOM0162551013,10317,840SH DFND1017,8400
ALPHABET INCCL A02079K3053,3032,843SH DFND01 0202,8430
ALPHABET INCCL C02079K10749,79642,824SH DFND01 02042,8240
ALTAIR ENGR INCCOM CL A02136910350,0221,887,627SH DFND01 0201,833,75753,870
AMAZON COM INCCOM023135106101,52052,069SH DFNDBC 01 02052,0690
AMERICAN ASSETS TRUST INCCOM02401310414,223568,912SH DFND20523,16245,750
AMERICAN HOMES 4 RENTCL A02665T30616,864726,912SH DFND01 020626,912100,000
AMERICAN TOWER CORPCOM03027X10017,15378,772SH DFND01 02078,7720
AMERICOLD RLTY TRCOM03064D108119,6753,515,711SH DFND01 0203,515,7110
AMPHENOL CORP NEWCOM03209510137,500514,545SH DFND01 020479,0290
ANSYS INCCOM03662Q105583,0612,508,111SH DFND01 0202,366,267100,305
APPLE INCCOM03783310099390SH DFND203900
APPLIED THERAPEUTICS INCCOM03828A1012,94590,091SH DFND02 BA090,0910
ARCH CAP GROUP LTDORDG0450A105617,42721,694,565SH DFND01 02020,891,429641,820
ARCO PLATFORM LTDCOM CL AG045531067,942187,930SH DFND20187,9300
ARGENX SESPONSORED ADR04016X10128,490216,276SH DFND01 02 BA0209,6710
ARMSTRONG WORLD INDS INCCOM04247X1026,26078,820SH DFND01 02078,8200
ARROWHEAD PHARMACEUTICALS INCOM04280A1003,172110,250SH DFND02 BA0110,2500
ARTISAN PARTNERS ASSET MGMTCL A04316A108823,819SH DFND103,8190
ASGN INCCOM00191U10263,9331,810,100SH DFND01 0201,810,1000
ASML HOLDING N VNY REG SHSN0705921011,23842,953SH DFNDBC 01 02042,9530
ASPEN TECHNOLOGY INCCOM045327103118,7921,249,525SH DFND01 0201,220,1670
ASTRAZENECA PLCSPONSORED ADR0463531088,374187,503SH DFND02 BA0187,5030
AVALONBAY CMNTYS INCCOM05348410172491SH DFND204910
AXOGEN INCCOM05463X1065,253505,084SH DFND20505,0840
AXONICS MODULATION TECHNOLOGCOM05465P1016,505256,000SH DFND20256,0000
AZUL S ASPONSR ADR PFD05501U10615,3521,506,586SH DFND01 0201,392,352114,234
BENEFITFOCUS INCCOM08180D106931104,488SH DFND10104,4880
BERKSHIRE HATHAWAY INC DELCL A0846701082721SH DFND 100
BERRY GLOBAL GROUP INCCOM08579W10326,968800,000SH DFND20800,0000
BILL COM HLDGS INCCOM0900431006,017175,922SH DFND02 BA0175,9220
BIO TECHNE CORPCOM09073M104289,4311,526,376SH DFND01 02 BA01,445,62151,523
BIOHAVEN PHARMACTL HLDG CO LCOMG111961055,151151,375SH DFND02 BA0151,3750
BJS RESTAURANTS INCCOM09180C1066,945500,000SH DFND20500,0000
BLACKROCK INCCOM09247X101144328SH DFND203280
BOOKING HLDGS INCCOM09857L10830,06522,348SH DFND01 02020,9410
BOSTON PROPERTIES INCCOM10112110145490SH DFND204900
BOYD GAMING CORPCOM10330410123,4491,626,169SH DFND01 0201,626,1690
BRIGHT HORIZONS FAM SOL IN DCOM109194100253,4442,484,743SH DFND01 0202,384,243100,500
BRIGHTVIEW HLDGS INCCOM10948C10711,3261,024,047SH DFND01 020988,62035,427
BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510480,2671,813,944SH DFND01 0201,813,9440
BROOKFIELD INFRASTRUCTURE COCOM SB VTG SHS A11275Q10714431SH DFND204310
BROOKFIELD INFRAST PARTNERSLP INT UNITG162521011444,003SH DFND204,0030
BRP GROUP INCCOM CL A05589G10234,3553,256,370SH DFND01 0203,176,22480,146
BWX TECHNOLOGIES INCCOM05605H10032,189660,833SH DFND01 020620,7670
CANTEL MEDICAL CORPCOM13809810816,155450,000SH DFND20450,0000
CAREDX INCCOM14167L10311,069507,036SH DFND20507,0360
CARMAX INCCOM1431301023,85471,599SH DFND1071,5990
CBRE GROUP INCCL A12504L10976,7282,034,680SH DFND01 0201,952,6260
CDW CORPCOM12514G10843,039461,440SH DFND01 020433,6610
CERIDIAN HCM HLDG INCCOM15677J108141,5202,826,444SH DFNDBC 01 02 BA02,711,6540
CERUS CORPCOM1570851017,1141,529,967SH DFND201,529,9670
CHARTER COMMUNICATIONS INC NCL A16119P108140320SH DFND203200
CHOICE HOTELS INTL INCCOM169905106287,5344,694,425SH DFND01 0220,0004,309,975327,290
CLARIVATE ANALYTICS PLCCOMG21810109135,4886,529,544SH DFND01 0206,371,1180
CLOUDFLARE INCCL A COM18915M1075,329226,953SH DFND20226,9530
CME GROUP INCCOM12572Q10510,29459,532SH DFND01 02 BA059,5320
COGNEX CORPCOM19242210360,1631,425,000SH DFND201,425,0000
COHEN & STEERS INCCOM19247A100114,9322,528,755SH DFND01 0202,351,555177,200
COMMUNITY HEALTH SYS INC NEWCOM2036681080100SH DFND101000
CONSTELLATION BRANDS INCCOM21036P1081971,374SH DFND201,3740
COPA HOLDINGS SACL AP3107610539,946882,004SH DFND01 020815,82666,178
CORESITE RLTY CORPCOM21870Q10546400SH DFND204000
COSTAR GROUP INCCOM22160N1091,233,1402,099,999SH DFND01 02 BA02,019,37165,800
COSTCO WHSL CORP NEWCOM22160K105131460SH DFND204600
COUPA SOFTWARE INCCOM22266L1061,48110,600SH DFND2010,6000
CROWDSTRIKE HLDGS INCCOM22788C10520,090360,804SH DFNDBC 01 020360,8040
CROWN CASTLE INTL CORP NEWCOM22822V101102708SH DFND207080
D R HORTON INCCOM23331A10911,373334,500SH DFND01 020334,5000
DANAHER CORP DELCOM2358511023352,419SH DFND202,4190
DATADOG INCCL A COM23804L10314,551404,406SH DFNDBC 01 020404,4060
DENALI THERAPEUTICS INCCOM24823R10516,686952,957SH DFND01 020903,66249,295
DEXCOM INCCOM252131107134,593499,844SH DFND01 02 BA0489,4800
DIAMOND EAGLE ACQUISITION COCOM CL A25258L10912,9571,050,000SH DFND201,050,0000
DICERNA PHARMACEUTICALS INCCOM2530311081186,405SH DFNDBA06,4050
DIGITAL RLTY TR INCCOM25386810315,913114,553SH DFND01 020114,5530
DOUGLAS EMMETT INCCOM25960P109176,2815,777,807SH DFND01 0205,468,657309,150
DR REDDYS LABS LTDADR25613520316,437407,559SH DFND01 020374,61532,944
DUKE REALTY CORPCOM264411505912,823SH DFND202,8230
DYNATRACE INCCOM26815010910,495440,217SH DFND20440,2170
EDWARDS LIFESCIENCES CORPCOM28176E1085,68130,119SH DFND01 02 BA030,1190
ELECTRONIC ARTS INCCOM2855121097,14271,303SH DFND01 02071,3030
EMERGENT BIOSOLUTIONS INCCOM29089Q10516,779290,000SH DFND20290,0000
ENDAVA PLCADS29260V10554,4731,549,281SH DFNDBC 02 BA01,549,2810
ENVESTNET INCCOM29404K1062,56647,710SH DFND01 02047,7100
EPAM SYS INCCOM29414B10424,180130,236SH DFND01 02 BA0130,2360
EQUINIX INCCOM29444U700141,617226,743SH DFND01 020218,0480
EQUITY LIFESTYLE PPTYS INCCOM29472R1088,987156,346SH DFND01 020156,3460
EQUITY RESIDENTIALSH BEN INT29476L107951,540SH DFND201,5400
ESCO TECHNOLOGIES INCCOM2963151046,57486,600SH DFND2086,6000
ESPERION THERAPEUTICS INCCOM29664W1055,943188,500SH DFND20188,5000
ESSENT GROUP LTDCOMG3198U10220,093762,846SH DFND01 020722,79640,050
ESSEX PPTY TR INCCOM29717810568308SH DFND203080
EVERBRIDGE INCCOM29978A10413,295125,000SH DFND20125,0000
FACEBOOK INC.CL A30303M10231,478188,720SH DFNDBC 01 020188,7200
FACTSET RESH SYS INCCOM303075105721,7852,768,854SH DFND01 0202,620,303122,225
FAIR ISAAC CORPCOM30325010427,03587,866SH DFNDBC 01 02 BA082,6520
FASTENAL COCOM3119001042,46979,020SH DFND01 02079,0200
FIDELITY NATL INFORMATION SVCOM31620M106128,4271,055,792SH DFND01 02 BA01,002,5420
FIRST REP BK SAN FRAN CALI NCL A33616C10029,937363,840SH DFND01 020340,0570
FIVERR INTL LTDORD SHSM4R82T1068,228326,882SH DFND20326,8820
FLEETCOR TECHNOLOGIES INCCOM33904110545,800245,525SH DFND01 02 BA0230,7060
FLOOR & DECOR HLDGS INCCL A33975010176,8312,394,232SH DFND01 0202,394,2320
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS34441910638,118629,951SH DFND01 020580,68449,267
FORESTAR GROUP INCCOM34623210110,5071,015,171SH DFND01 020965,31649,855
GAMING & LEISURE PPTYS INCCOM36467J108248,3998,964,241SH DFND01 0208,528,025436,216
GARTNER INCCOM366651107594,9755,975,446SH DFND01 0205,707,010152,900
GCI LIBERTY INCCL A36164V3052,55544,842SH DFND01 02044,8420
GDS HLDGS LTDSPONSORED ADR36165L108234,5754,046,496SH DFNDBC 01 0203,862,183134,510
GLOBAL PMTS INCCOM37940X1022451,700SH DFNDBA01,7000
GLOBANT S ACOML4438510927,106308,445SH DFND01 020289,68118,764
GOLAR LNG LTD BERMUDASHSG9456A10020,2982,575,930SH DFND01 0202,387,285188,645
GRID DYNAMICS HLDGS INCCOM CL A39813G10916,8962,112,000SH DFND02 BA02,112,0000
GUARDANT HEALTH INCCOM40131M10927,085389,159SH DFND01 02 BA0389,1590
GUIDEWIRE SOFTWARE INCCOM40171V100488,8576,163,871SH DFND01 02 BA05,878,061190,750
HCA HEALTHCARE INCCOM40412C1011872,085SH DFNDBA02,0850
HDFC BANK LTDADR REPS 3 SHS40415F10113342SH DFNDBC03420
HEALTHEQUITY INCCOM42226A10753,5161,057,836SH DFND01 02 BA01,057,8360
HEICO CORP NEWCL A42280620815,446241,725SH DFNDBC 01 020241,7250
HEICO CORP NEWCOM4228061099,400125,993SH DFND01 020125,9930
HELIOS TECHNOLOGIES INCCOM42328H10931,914841,612SH DFND20841,6120
HILTON GRAND VACATIONS INCCOM43283X1053,285208,300SH DFND01 020208,3000
HILTON WORLDWIDE HLDGS INCWHEN ISSUED43300A2033,97858,297SH DFND01 02058,2970
HOME DEPOT INCCOM43707610215,14481,110SH DFND01 022,00079,1100
HOULIHAN LOKEY INCCL A44159310067,8831,302,439SH DFND01 02 BA01,269,31433,125
HUDSON LTDCOM CL AG464081039,1541,823,425SH DFND201,823,4250
HUMANA INCCOM4448591024571,455SH DFNDBA01,4550
HYATT HOTELS CORPCOM CL A448579102224,0624,677,709SH DFND01 0204,330,867309,725
I3 VERTICALS INCCOM CL A46571Y10713700SH DFNDBA07000
ICHOR HOLDINGSSHSG4740B1053,640190,000SH DFND20190,0000
ICON PLCSHSG4705A10099,277729,978SH DFND01 02 BA0729,9780
IDEX CORPCOM45167R10470,348509,363SH DFND01 020477,8660
IDEXX LABS INCCOM45168D104858,0443,542,125SH DFND01 02 BA03,369,714108,200
IHS MARKIT LTDSHSG475671055589,302SH DFND02 BA09,3020
ILLUMINA INCCOM452327109127,734467,686SH DFND01 02 BA0445,5480
INGEVITY CORPCOM45688C10717,600500,000SH DFND20500,0000
INOGEN INCCOM45780L10414,723285,000SH DFND20285,0000
INSPIRE MED SYS INCCOM45773010921,277352,970SH DFND02 BA0352,9700
INSTALLED BLDG PRODS INCCOM45780R10175,6561,897,570SH DFND01 0201,897,5700
INSULET CORPCOM45784P1012461,485SH DFNDBA01,4850
INTUITCOM461202103172750SH DFNDBA07500
INTUITIVE SURGICAL INCCOM46120E60218,81037,983SH DFND01 02 BA037,9830
INVITATION HOMES INCCOM46187W1079,881462,398SH DFND01 020462,3980
IQVIA HLDGS INCCOM46266C1054133,832SH DFND02 BA03,8320
IRIDIUM COMMUNICATIONS INCCOM46269C102289,92112,983,457SH DFND01 02012,176,123807,334
HENRY JACK & ASSOC INCCOM426281101134860SH DFNDBA08600
JOHN BEAN TECHNOLOGIES CORPCOM47783910455,576748,300SH DFND01 020748,3000
JONES LANG LASALLE INCCOM48020Q10710,278101,787SH DFND01 020101,7870
KINSALE CAP GROUP INCCOM49714P108185,5361,774,950SH DFNDBC 01 02 BA01,683,33291,618
KORNIT DIGITAL LTDSHSM6372Q1135,911237,500SH DFND20237,5000
KRATOS DEFENSE & SEC SOLUTIOCOM50077B2078,650625,000SH DFND20625,0000
LAS VEGAS SANDS CORPCOM5178341071102,594SH DFND202,5940
LENDINGTREE INCCOM52603B10716,93492,337SH DFND01 02086,5955,742
LENNAR CORPCOM52605710413,667357,780SH DFND01 020357,7800
LEXINFINTECH HLDGS LTDADR52887710323,1312,607,744SH DFND01 0202,406,571201,173
LIBERTY BROADBAND CORPCOM SER A53030710710,700100,000SH DFND20100,0000
LIBERTY BROADBAND CORPCOM SER C53030730580,803729,795SH DFND01 020701,9300
LIBERTY MEDIA CORP DELAWARECOM A MEDIA GRP5312298704,777185,000SH DFND20185,0000
LIBERTY MEDIA CORP DELAWARECOM C MEDIA GRP53122985420,422750,000SH DFND20750,0000
LIBERTY MEDIA CORP DELAWARECOM C SIRIUSXM53122960731,6201,000,000SH DFND201,000,0000
LIMONEIRA COCOM53274610474256,609SH DFND2056,6090
LINDBLAD EXPEDITIONS HLDGS ICOM535219109592142,000SH DFND10142,0000
LITTELFUSE INCCOM53700810441,352309,939SH DFND01 020302,1647,775
LIVERAMP HLDGS INCCOM53815P10813,168400,000SH DFND20400,0000
LOWES COS INCCOM54866110715,101175,495SH DFND01 020175,4950
LULULEMON ATHLETICA INCCOM55002110958308SH DFNDBC03080
MADISON SQUARE GARDEN CO NEWCL A55825T10347,567225,000SH DFND20225,0000
MANCHESTER UNITED PLC NEWORD CL AG5784H106186,25312,375,607SH DFND01 02011,894,357481,250
MANHATTAN ASSOCS INCCOM5627501092,64553,100SH DFND1053,1000
MARKETAXESS HLDGS INCCOM57060D108103,060309,891SH DFND01 02 BA0289,6940
MARRIOTT VACATIONS WORLDWIDE CCOM57164Y107167,1723,007,780SH DFND01 0202,869,683138,097
MASIMO CORPCOM574795100159900SH DFNDBA09000
MASTERCARD INCCL A57636Q10427,290112,972SH DFNDBC 01 02 BA0112,9720
MAXIMUS INCCOM5779331041,49925,760SH DFND1025,7600
MEDALLIA INCCOM5840211095,010250,000SH DFND20250,0000
MELLANOX TECHNOLOGIES LTDSHSM5136311336,646302,062SH DFND01 020302,0620
MERCADOLIBRE INCCOM58733R10259,703122,198SH DFNDBC 01 020116,4665,732
MERCURY SYS INCCOM58937810887,7911,230,600SH DFND201,230,6000
METTLER TOLEDO INTERNATIONALCOM592688105324,016469,242SH DFND01 02 BA0445,0317,025
MGM GROWTH PPTYS LLCCL A COM55303A1057,437314,209SH DFND01 020314,2090
MGM RESORTS INTERNATIONALCOM5529531015,641478,062SH DFND01 020478,0620
MICROSOFT CORPCOM59491810437,674238,879SH DFNDBC 01 020238,8790
MINERVA NEUROSCIENCES INCCOM603380106233,800SH DFNDBA03,8000
MOELIS & COCL A60786M10552,4801,867,614SH DFND01 0201,815,58952,025
MOODYS CORPCOM6153691057143,378SH DFND02 BA03,3780
MORNINGSTAR INCCOM617700109158,5981,364,284SH DFND01 0201,290,15774,127
MSCI INCCL A55354G100664,4692,299,518SH DFND01 02 BA02,166,013128,400
NEOGEN CORPCOM64049110666,473992,276SH DFND01 020918,22674,050
NETFLIX INCCOM64110L1067,28619,403SH DFND01 02019,4030
NEUROCRINE BIOSCIENCES INCCOM64125C1099,570110,568SH DFND02 BA0110,5680
NEW FRONTIER HEALTH CORPORD SHSG6461G10620,8832,531,217SH DFND02 0102,531,2170
NEW ORIENTAL ED & TECH GRP ISPON ADR64758110761,034563,881SH DFND01 020519,54144,340
NEXTCURE INCCOM65343E10828763SH DFNDBA07630
NORWEGIAN CRUISE LINE HLDGSSHSG667211041,04595,304SH DFND1095,3040
NOVA MEASURING INSTRUMENTS LCOMM7516K1037,183220,000SH DFND20220,0000
NOVANTA INCCOM67000B10483310,431SH DFND2010,4310
NVIDIA CORPCOM67066G1048,62932,736SH DFND01 02032,7360
OKTA INCCL A6792951055,65646,261SH DFND2046,2610
OLLIES BARGAIN OUTLT HLDGS INCCOM68111610945,640984,899SH DFND01 020984,8990
ONESPAWORLD HOLDINGS LIMITEDCOMP736841134,0601,000,000SH DFND201,000,0000
OPERA LTDSPONSORED ADS68373M107799148,784SH DFND20148,7840
PAGSEGURO DIGITAL LTDCOM CL AG6870710160,8563,148,279SH DFND01 0202,944,047204,232
PAR TECHNOLOGY CORPCOM6988841032,615203,340SH DFNDBC 020203,3400
PAYLOCITY HLDG CORPCOM70438V1061081,218SH DFND101,2180
PAYPAL HLDGS INCCOM70450Y1036,30965,898SH DFND01 02 BA065,8980
PEGASYSTEMS INCCOM70557310385,0101,193,454SH DFND01 0201,193,4540
PENN NATL GAMING INCCOM707569109135,65210,723,468SH DFND01 02010,139,986583,482
PERFORMANCE FOOD GROUP COCOM71377A10336,2071,464,694SH DFND01 0201,394,54470,150
PINDUODUO INCSPONSORED ADS7223041023,883107,775SH DFND20107,7750
PING IDENTITY HLDG CORPCOM72341T1039,452472,131SH DFND20472,1310
PLANET FITNESS INCCL A72703H10138,960800,000SH DFND20800,0000
POLYONE CORPCOM73179P10628,4551,500,000SH DFND201,500,0000
POOL CORPORATIONCOM73278L1057,27136,954SH DFND01 02036,9540
PRA HEALTH SCIENCES INCCOM69354M10866,794804,364SH DFND01 020804,3640
PRIMERICA INCCOM74164M108207,1882,341,642SH DFND01 0202,213,673127,969
PROGYNY INCCOM74340E1035,570262,873SH DFND20262,8730
PROLOGIS INCCOM74340W10315,522193,126SH DFND01 020193,1260
PROOFPOINT INCCOM7434241033,76936,739SH DFND01 02036,7390
PTC THERAPEUTICS INCCOM69366J2006,448144,545SH DFND02 BA0144,5450
QTS RLTY TR INCCOM CL A74736A1031783,072SH DFND203,0720
QUAKER CHEM CORPCOM74731610712,628100,000SH DFND20100,0000
QUALCOMM INCCOM7475251032714,000SH DFND 4,00000
QUALYS INCCOM74758T30315,223175,000SH DFND20175,0000
RAVEN INDS INCCOM75421210814,330675,000SH DFND20675,0000
RBC BEARINGS INCCOM75524B10422,558200,000SH DFND20200,0000
RED ROCK RESORTS INCCL A75700L10893,20110,900,706SH DFND01 02010,745,256155,450
REPAY HLDGS CORPCOM CL A76029L1008,817614,400SH DFND02 BA0614,4000
REVANCE THERAPEUTICS INCCOM7613301097,500506,732SH DFND20506,7320
REXFORD INDL RLTY INCCOM76169C10023,693577,730SH DFND01 020577,7300
RINGCENTRAL INCCL A76680R20669,952330,104SH DFNDBC 01 020317,4480
ROBERT HALF INTL INCCOM7703231033,909103,544SH DFND142,00061,5440
ROLLINS INCCOM77571110445,1641,249,704SH DFND01 0201,175,7060
ROPER INDUSTRIES INC NEWCOM77669610699,044317,642SH DFND01 020298,4750
S&P GLOBAL INCCOM78409V1049,08737,084SH DFND01 02 BA037,0840
SALESFORCE.COM INCCOM79466L3025,10635,461SH DFND01 02035,4610
SANOFISPONSORED ADR80105N1052225,080SH DFNDBA05,0800
SBA COMMUNICATIONS CORPCOM78410G104287,3321,064,312SH DFND01 0201,031,4470
SCHRODINGER INCCOM80810D10340,965950,014SH DFND01 02 BA0897,01453,000
SERVICENOW INCCOM81762P10216,65358,110SH DFND01 02058,1100
SHOPIFY INCCL A82509L10717,85742,829SH DFNDBC 02042,8290
SIENTRA INCCOM82621J1053,6131,815,363SH DFND201,815,3630
SILK ROAD MEDICAL INCCOM82710m10042,8401,360,870SH DFND02 BA01,360,8700
SITEONE LANDSCAPE SUPPLY INCCOM82982L103107,7071,463,018SH DFND01 0201,463,0180
SLACK TECHNOLOGIES INCCOM CL A83088V1025,487204,438SH DFND01 020204,4380
SNAP INCCL A83304A1064,530381,005SH DFND01 020381,0050
SONY CORPADR8356993072,63844,569SH DFND2044,5690
SPLUNK INCCOM84863710432,436256,961SH DFND01 020256,9610
SPOTIFY TECHNOLOGY S ASHSL8681T1027,02157,817SH DFND01 02057,8170
SS&C TECHNOLOGIES HOLDINGS INCCOM78467J100240,2885,483,522SH DFND01 0205,184,653230,000
STONECO LTDCOM CL AG8515810628,2951,299,727SH DFNDBC 01 0201,223,57576,152
STORE CAP CORPCOM862121100341,870SH DFND201,8700
SUMMIT MATLS INCCL A86614U10024,0001,600,000SH DFND201,600,0000
SUN CMNTYS INCCOM8666741041291,033SH DFND201,0330
PRICE T ROWE GROUP INCCOM74144T10832,169329,435SH DFND01 024,000304,9640
TACTILE SYS TECHNOLOGY INCCOM87357P1005,703142,000SH DFND20142,0000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR874039100176,0093,682,971SH DFND01 0203,394,805288,166
TAKE-TWO INTERACTIVE SOFTWARCOM8740541095,29644,650SH DFND01 02044,6500
TAL ED GROUPADS REPSTG COM87408010415,358288,366SH DFNDBC 020288,3660
TE CONNECTIVITY LTDREG SHSH849891041231,958SH DFND201,9580
TELADOC INCCOM87918A105134,704869,000SH DFND20869,0000
TELEFLEX INCCOM87936910666,221226,118SH DFND01 02 BA0212,6410
TENCENT MUSIC ENTMT GROUPSPON ADS88034P10914,8851,479,580SH DFND01 0201,364,777114,803
TERRENO RLTY CORPCOM88146M101681,310SH DFND201,3100
TESLA MOTORS INCCOM88160R101846,3511,615,174SH DFND01 02225,0001,355,67434,500
TEXAS INSTRS INCCOM8825081041351,347SH DFND201,3470
CARLYLE GROUP L PCOM UTS LTD PTN14309L10267,9453,138,360SH DFND01 0202,975,860162,500
SCHWAB CHARLES CORP NEWCOM808513105198,6725,909,328SH DFND01 02187,2505,389,470201,000
CHEESECAKE FACTORY INCCOM16307210113,664800,000SH DFND20800,0000
COOPER COS INCCOM NEW21664840266,089239,738SH DFND01 02 BA0227,2150
LAUDER ESTEE COS INCCOM518439104109681SH DFND206810
GOLDMAN SACHS GROUP INCCOM38141G104124800SH DFND 80000
SMUCKER J M COCOM83269640528251SH DFND 25100
PROCTER & GAMBLE COCOM7427181091981,796SH DFND 1,79600
THE REALREAL INCCOM88339P1011,970280,970SH DFND20280,9700
SHERWIN WILLIAMS COCOM8243481068,99019,563SH DFND01 02019,5630
STARS GROUP INCCOM85570w1001,34165,655SH DFND2065,6550
TORO COCOM89109210842,386651,193SH DFND01 020610,8070
THE TRADE DESK INCCOM CL A88339J10579,923414,108SH DFNDBC 01 020408,3590
THERAPEUTICSMD INCCOM88338N1074,0613,831,500SH DFND203,831,5000
THERMO FISHER SCIENTIFIC INCCOM8835561028452,980SH DFND02 BA02,9800
TIFFANY & CO NEWCOM8865471083883,000SH DFND 3,00000
TOWER SEMICONDUCTOR LTDCOMM879152743,367211,500SH DFND20211,5000
TPI COMPOSITES INCCOM87266J10410,449707,000SH DFND20707,0000
TRADEWEB MKTS INCCL A89267210615,440367,270SH DFND01 02 BA0345,2390
TRANSDIGM GROUP INCCOM89364110044,827140,000SH DFND20140,0000
TRANSUNIONCOM89400J107109,3951,652,993SH DFND01 02 BA01,556,7940
TREX CO INCCOM89531P105192,0462,396,380SH DFND01 0202,299,38097,000
TWILIO INCCL A90138F10222,466251,044SH DFND01 020251,0440
UNITEDHEALTH GROUP INCCOM91324P1021,2094,850SH DFND02 BA04,8500
VAIL RESORTS INCCOM91879Q109666,9594,515,327SH DFND01 0204,226,814246,225
VARONIS SYS INCCOM9222801029,359147,000SH DFND20147,0000
VEEVA SYS INCCL A COM922475108117,105748,894SH DFND01 02 BA0717,7820
VERACYTE INCCOM92337F10712,622519,190SH DFND20519,1900
VERISIGN INCCOM92343E102141,408785,207SH DFND01 020738,3940
VERISK ANALYTICS INCCL A92345Y106220,0981,579,125SH DFND01 02 BA01,489,6990
VERTEX PHARMACEUTICALS INCCOM92532F10018,71078,629SH DFND01 02 BA078,6290
VERTIV HOLDINGS COCOM CL A92537N10860,6107,006,904SH DFNDBC 0207,006,9040
VIEWRAY INCCOM92672L1074,9621,985,000SH DFND201,985,0000
VIRGIN GALACTIC HOLDINGS INCCOM92766K1062,217150,000SH DFND20150,0000
VISA INCCOM CL A92826C83924,122149,713SH DFND01 02 BA0149,7130
VULCAN MATLS COCOM92916010915,965147,728SH DFND01 020147,7280
WASTE CONNECTIONS INCCOM94106B10171,687925,000SH DFND20925,0000
WEST PHARMACEUTICAL SVSC INCCOM955306105219,6041,442,393SH DFND01 02 BA01,363,76037,520
WEX INCCOM96208T10441,820400,000SH DFND20400,0000
WILLIS TOWERS WATSON PUB LTDSHSG9662910374,521438,747SH DFND01 020412,6350
WINGSTOP INCCOM97415510379710,000SH DFND2010,0000
WIX COM LTDSHSM98068105177,9951,765,472SH DFNDBC 01 0201,705,23322,350
WW INTL INCCOM98262P101955,617SH DFND105,6170
WYNDHAM DESTINATIONS INCCOM98310W10869432,000SH DFND1032,0000
WYNN RESORTS LTDCOM9831341079,913164,694SH DFND01 020164,6940
XP INCCOMG9823910922,5621,169,619SH DFND01 0201,081,73487,885
YANDEX N VSHS CLASS AN9728410831,889936,535SH DFND01 020862,29074,245
YEXT INCCOM98585N10615,0521,477,111SH DFND01 0201,477,1110
ZAI LAB LTDADR98887Q104114,5892,225,895SH DFND01 02 BA02,068,849157,046
ZILLOW GROUP INCCL A98954M10199,3692,925,208SH DFNDBC 01 0202,832,38392,825
ZILLOW GROUP INCCL C CAP STK98954M20053,4321,483,394SH DFND01 0201,404,7800
ZOETIS INCCL A98978V1032151,828SH DFNDBA01,8280
ZOOM VIDEO COMMUNICATIONS INCL A98980L1013,27322,396SH DFND01 02022,3960
ZSCALER INCCOM98980G1025,71993,965SH DFND2093,9650