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 | 24,989 | 532,588 | SH | DFND | 01 02 | 0 | 532,588 | 0 | |
ACCELERON PHARMA INC | COM | 00434H108 | 1,369 | 45,038 | SH | DFND | 01 02 | 0 | 45,038 | 0 | |
ACI WORLDWIDE INC | COM | 004498101 | 22,370 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
ACUITY BRANDS INC | COM | 00508Y102 | 126,944 | 624,481 | SH | DFND | 01 02 | 0 | 624,481 | 0 | |
ACXIOM CORP | COM | 005125109 | 57,953 | 2,230,663 | SH | DFND | 01 02 | 0 | 2,230,663 | 0 | |
ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 1,805 | 103,200 | SH | DFND | 2 | 0 | 103,200 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 290 | 5,511 | SH | DFND | 2 | 0 | 5,511 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 1,661 | 28,000 | SH | DFND | 2 | 0 | 28,000 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 85,886 | 2,298,882 | SH | DFND | 01 02 | 0 | 2,228,882 | 70,000 | |
ALEXANDERS INC | COM | 014752109 | 89,329 | 211,952 | SH | DFND | 01 02 | 5,000 | 192,232 | 14,720 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 122,310 | 1,015,272 | SH | DFND | 01 02 | 0 | 933,272 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 194,657 | 1,381,529 | SH | DFND | 01 02 | 0 | 1,381,529 | 0 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 16,011 | 106,654 | SH | DFND | 01 02 | 0 | 106,654 | 0 | |
ALPHABET INC | CL A | 02079K305 | 3,597 | 3,869 | SH | DFND | 01 02 | 0 | 3,869 | 0 | |
ALPHABET INC | CL C | 02079K107 | 23,697 | 26,077 | SH | DFND | 01 02 | 0 | 26,077 | 0 | |
AMAZON COM INC | COM | 023135106 | 80,940 | 83,616 | SH | DFND | 01 02 | 0 | 83,616 | 0 | |
AMBARELLA INC | SHS | G037AX101 | 1,554 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
AMBER RD INC | COM | 02318Y108 | 1,664 | 194,200 | SH | DFND | 2 | 0 | 194,200 | 0 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 23,319 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 10,072 | 212,931 | SH | DFND | 01 02 | 0 | 212,931 | 0 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 15,265 | 676,351 | SH | DFND | 01 02 | 0 | 676,351 | 0 | |
AMERICAN TOWER CORP | COM | 03027X100 | 61,231 | 462,746 | SH | DFND | 01 02 | 0 | 462,746 | 0 | |
ANDARKO PETE CORP | COM | 032511107 | 898 | 19,800 | SH | DFND | 2 | 0 | 19,800 | 0 | |
ANDEAVOR (FKA TESORO CORP) | COM | 03349M105 | 2,012 | 21,500 | SH | DFND | 2 | 0 | 21,500 | 0 | |
ANSYS INC | COM | 03662Q105 | 319,009 | 2,621,706 | SH | DFND | 01 02 | 0 | 2,423,206 | 198,500 | |
ANTERO RES CORP | COM | 03674X106 | 1,454 | 67,300 | SH | DFND | 2 | 0 | 67,300 | 0 | |
APPLE INC | COM | 037833100 | 7,028 | 48,796 | SH | DFND | 01 02 | 0 | 48,796 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 796,758 | 8,540,655 | SH | DFND | 01 02 | 0 | 8,191,655 | 349,000 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 487 | 15,874 | SH | DFND | 01 02 | 0 | 15,874 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 4,483 | 34,401 | SH | DFND | 01 02 | 0 | 34,401 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 48,955 | 885,900 | SH | DFND | 2 | 0 | 885,900 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 62,960 | 352,007 | SH | DFND | 02 01 | 0 | 352,007 | 0 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 35,538 | 385,490 | SH | DFND | 02 01 | 0 | 385,490 | 0 | |
BANCO SANTANDER CHILE | SP ADR REP COM | 05965X109 | 37,449 | 1,473,798 | SH | DFND | 02 01 | 0 | 1,473,798 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 154,396 | 4,247,487 | SH | DFND | 01 02 | 0 | 3,836,973 | 410,514 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 255 | 1 | SH | DFND | 1 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 45,608 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 176,243 | 1,499,942 | SH | DFND | 01 02 | 0 | 1,396,442 | 103,500 | |
BIOGEN IDEC INC | COM | 09062X103 | 3,510 | 12,935 | SH | DFND | 01 02 | 0 | 12,935 | 0 | |
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 36,676 | 1,275,700 | SH | DFND | 02 01 | 0 | 1,275,700 | 0 | |
BJS RESTAURANTS INC | COM | 09180C106 | 18,625 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
BLACKLINE INC | COM | 09239B109 | 163 | 4,564 | SH | DFND | 2 | 0 | 4,564 | 0 | |
BOB EVANS FARMS INC | COM | 096761101 | 4,094 | 57,000 | SH | DFND | 2 | 0 | 57,000 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 34,360 | 1,384,937 | SH | DFND | 01 02 | 0 | 1,384,937 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 311,056 | 4,028,696 | SH | DFND | 01 02 | 0 | 3,725,146 | 303,550 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 28,443 | 725,408 | SH | DFND | 01 02 | 0 | 725,408 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 21,475 | 440,519 | SH | DFND | 01 02 | 0 | 440,519 | 0 | |
CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 46,860 | 1,336,948 | SH | DFND | 01 02 | 0 | 1,216,948 | 120,000 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 65,729 | 2,130,600 | SH | DFND | 01 02 | 0 | 2,099,600 | 31,000 | |
CANTEL MEDICAL CORP | COM | 138098108 | 38,955 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 108,872 | 5,512,505 | SH | DFND | 01 02 | 0 | 5,242,505 | 270,000 | |
CARMAX INC | COM | 143130102 | 29,009 | 460,015 | SH | DFND | 01 02 | 0 | 460,015 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 18,644 | 203,981 | SH | DFND | 2 | 0 | 203,981 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 102,531 | 2,816,772 | SH | DFND | 01 02 | 0 | 2,816,772 | 0 | |
CDW CORP | COM | 12514G108 | 21,211 | 339,217 | SH | DFND | 01 02 | 0 | 339,217 | 0 | |
CERUS CORP | COM | 157085101 | 1,408 | 560,900 | SH | DFND | 2 | 0 | 560,900 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 2,039 | 18,689 | SH | DFND | 2 | 0 | 18,689 | 0 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 32,695 | 650,000 | SH | DFND | 2 | 0 | 650,000 | 0 | |
CHEFS WAREHOUSE INC | COM | 163086101 | 19,500 | 1,500,000 | SH | DFND | 2 | 0 | 1,500,000 | 0 | |
CHINA DISTANCE ED HLDGS LTD | SPONS ADR | 16944W104 | 341 | 38,229 | SH | DFND | 2 | 0 | 38,229 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 309,326 | 4,814,406 | SH | DFND | 01 02 | 20,000 | 4,244,406 | 550,000 | |
CHURCH & DWIGHT INC | COM | 171340102 | 106,152 | 2,046,110 | SH | DFND | 01 02 | 0 | 1,859,110 | 187,000 | |
CHUYS HLDGS INC | COM | 171604101 | 819 | 35,000 | SH | DFND | 2 | 0 | 35,000 | 0 | |
CIMPRESS N V | SHS EURO | N20146101 | 993 | 10,500 | SH | DFND | 2 | 0 | 10,500 | 0 | |
CISION LTD | SHS | G1992S109 | 41,376 | 4,021,000 | SH | DFND | 2 | 0 | 4,021,000 | 0 | |
CLOUDERA INC | COM | 18914U100 | 1,628 | 101,628 | SH | DFND | 2 | 0 | 101,628 | 0 | |
CLOVIS ONCOLOGY INC | COM | 189464100 | 1,406 | 15,015 | SH | DFND | 01 02 | 0 | 15,015 | 0 | |
CLUBCORP HLDGS INC | COM | 18948M108 | 21,797 | 1,663,909 | SH | DFND | 01 02 | 0 | 1,543,909 | 120,000 | |
CME GROUP INC | COM | 12572Q105 | 5,510 | 43,996 | SH | DFND | 01 02 | 0 | 43,996 | 0 | |
COGNEX CORP | COM | 192422103 | 84,900 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 109,011 | 2,688,979 | SH | DFND | 01 02 | 0 | 2,358,979 | 330,000 | |
COHERENT INC | COM | 192479103 | 1,372 | 6,100 | SH | DFND | 2 | 0 | 6,100 | 0 | |
COMMERCEHUB INC | COM SER C | 20084V306 | 3,410 | 195,500 | SH | DFND | 01 02 | 0 | 195,500 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 1 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 24,353 | 200,389 | SH | DFND | 01 02 | 0 | 200,389 | 0 | |
COOPER COS INC | COM | 216648402 | 60,892 | 254,331 | SH | DFND | 01 02 | 0 | 254,331 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 59,995 | 512,780 | SH | DFND | 02 01 | 0 | 512,780 | 0 | |
CORE LABORATORIES N V | COM | N22717107 | 1,068 | 10,550 | SH | DFND | 2 | 0 | 10,550 | 0 | |
COSTAR GROUP INC | COM | 22160N109 | 766,441 | 2,907,591 | SH | DFND | 01 02 | 0 | 2,727,830 | 179,761 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 60,894 | 1,130,589 | SH | DFND | 01 02 | 0 | 1,130,589 | 0 | |
DEXCOM INC | COM | 252131107 | 49,801 | 680,810 | SH | DFND | 01 02 | 0 | 680,810 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 41,929 | 1,052,703 | SH | DFND | 01 02 | 0 | 952,703 | 100,000 | |
DIGITAL RLTY TR INC | COM | 253868103 | 11,727 | 103,828 | SH | DFND | 01 02 | 0 | 103,828 | 0 | |
DIGITALGLOBE INC | COM | 25389M877 | 24,975 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
DOMINION MIDSTREAM PARTNERS | COM UT REP LTD | 257454108 | 12,838 | 445,000 | SH | DFND | 2 | 0 | 445,000 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 233,125 | 6,101,147 | SH | DFND | 01 02 | 0 | 5,631,147 | 470,000 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 4,406 | 37,266 | SH | DFND | 01 02 | 0 | 37,266 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 2,838 | 26,847 | SH | DFND | 01 02 | 0 | 26,847 | 0 | |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 59,225 | 1,250,000 | SH | DFND | 2 | 0 | 1,250,000 | 0 | |
EMERALD EXPOSITIONS EVENTS INC | COM | 29103B100 | 21,900 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
ENCANA CORP | COM | 292505104 | 3,829 | 435,100 | SH | DFND | 2 | 0 | 435,100 | 0 | |
ENERGEN CORP | COM | 29265N108 | 1,277 | 25,866 | SH | DFND | 2 | 0 | 25,866 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 2,200 | 122,500 | SH | DFND | 2 | 0 | 122,500 | 0 | |
ENVESTNET INC | COM | 29404K106 | 5,303 | 133,925 | SH | DFND | 01 02 | 0 | 133,925 | 0 | |
EOG RES INC | COM | 26875P101 | 1,880 | 20,768 | SH | DFND | 2 | 0 | 20,768 | 0 | |
EPAM SYS INC | COM | 29414B104 | 3,538 | 42,073 | SH | DFND | 01 02 | 0 | 42,073 | 0 | |
EQUINIX INC | COM | 29444U700 | 126,385 | 294,494 | SH | DFND | 01 02 | 0 | 294,494 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 15,229 | 231,335 | SH | DFND | 01 02 | 0 | 231,335 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 1,461 | 24,500 | SH | DFND | 2 | 0 | 24,500 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 22,179 | 597,174 | SH | DFND | 01 02 | 0 | 550,174 | 47,000 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 4,050 | 202,725 | SH | DFND | 2 | 0 | 202,725 | 0 | |
EVOLENT HEALTH INC | CL A | 30050B101 | 3,067 | 121,000 | SH | DFND | 2 | 0 | 109,000 | 12,000 | |
EXPEDIA INC DEL | COM | 30212P303 | 61,415 | 412,322 | SH | DFND | 01 02 | 0 | 412,322 | 0 | |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 10,958 | 566,000 | SH | DFND | 01 02 | 0 | 566,000 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 19,694 | 130,441 | SH | DFND | 01 02 | 0 | 130,441 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 497,420 | 2,993,262 | SH | DFND | 01 02 | 0 | 2,843,262 | 150,000 | |
FASTENAL CO | COM | 311900104 | 45,677 | 1,049,311 | SH | DFND | 01 02 | 0 | 1,049,311 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 157,801 | 4,311,502 | SH | DFND | 01 02 | 0 | 4,014,273 | 297,229 | |
FIREEYE INC | COM | 31816Q101 | 701 | 46,074 | SH | DFND | 2 | 0 | 46,074 | 0 | |
FIRST REP BK SAN FRAN CALI N | COM | 33616C100 | 55,614 | 555,582 | SH | DFND | 01 02 | 0 | 555,582 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 89,082 | 617,727 | SH | DFND | 01 02 | 0 | 617,727 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 4,236 | 209,500 | SH | DFND | 2 | 0 | 209,500 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 4,491 | 114,387 | SH | DFND | 01 02 | 0 | 114,387 | 0 | |
FLOTEK INDUSTRIES INC DEL | COM | 343389102 | 27,360 | 3,060,366 | SH | DFND | 2 | 0 | 3,060,366 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 39,040 | 396,994 | SH | DFND | 02 01 | 0 | 396,994 | 0 | |
FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 850 | 54,500 | SH | DFND | 2 | 0 | 54,500 | 0 | |
FOUNDATION MEDICINE INC | COM | 350465100 | 3,613 | 90,900 | SH | DFND | 2 | 0 | 90,900 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 397,709 | 10,557,704 | SH | DFND | 01 02 | 0 | 9,847,704 | 710,000 | |
GARTNER INC | COM | 366651107 | 871,481 | 7,055,955 | SH | DFND | 01 02 | 0 | 6,757,355 | 298,600 | |
GENERAL COMMUNICATIONS INC | CL A | 369385109 | 6,412 | 175,000 | SH | DFND | 2 | 0 | 175,000 | 0 | |
GLAUKOS CORP | COM | 377322102 | 44,466 | 1,072,246 | SH | DFND | 01 02 | 0 | 996,113 | 76,133 | |
GLOBANT S A | COM | L44385109 | 444 | 10,221 | SH | DFND | 2 | 0 | 10,221 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 4,177 | 187,735 | SH | DFND | 2 | 0 | 187,735 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 178 | 800 | SH | DFND | 800 | 0 | 0 | ||
GRIFOLS S A | SPONSORED ADR | 398438408 | 423 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
GTT COMMUNICATIONS INC | COM | 362393100 | 42,727 | 1,350,000 | SH | DFND | 2 | 0 | 1,350,000 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 338,821 | 4,931,171 | SH | DFND | 01 02 | 0 | 4,767,171 | 164,000 | |
HALLIBURTON CO | COM | 406216101 | 2,844 | 66,596 | SH | DFND | 2 | 0 | 66,596 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 373 | 4,288 | SH | DFND | 2 | 0 | 4,288 | 0 | |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 8,195 | 175,000 | SH | DFND | 2 | 0 | 175,000 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 59,984 | 1,203,771 | SH | DFND | 01 02 | 0 | 1,203,771 | 0 | |
HENRY SCHEIN INC | COM | 806407102 | 65,923 | 360,195 | SH | DFND | 01 02 | 0 | 360,195 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 19,008 | 527,128 | SH | DFND | 01 02 | 0 | 527,128 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 26,030 | 420,861 | SH | DFND | 01 02 | 0 | 420,861 | 0 | |
HOME DEPOT INC | COM | 437076102 | 44,763 | 291,806 | SH | DFND | 01 02 | 2,000 | 289,806 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 10,670 | 312,072 | SH | DFND | 01 02 | 0 | 312,072 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 249,535 | 4,439,337 | SH | DFND | 01 02 | 0 | 4,089,337 | 350,000 | |
ICHOR HOLDINGS | SHS | G4740B105 | 2,258 | 112,000 | SH | DFND | 2 | 0 | 112,000 | 0 | |
ICON PLC | SHS | G4705A100 | 78,643 | 804,200 | SH | DFND | 01 02 | 0 | 804,200 | 0 | |
IDEX CORP | COM | 45167R104 | 51,500 | 455,708 | SH | DFND | 01 02 | 0 | 455,708 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 762,925 | 4,726,336 | SH | DFND | 01 02 | 0 | 4,480,336 | 246,000 | |
ILLUMINA INC | COM | 452327109 | 77,834 | 448,557 | SH | DFND | 01 02 | 0 | 448,557 | 0 | |
IMPINJ INC | COM | 453204109 | 2,432 | 50,000 | SH | DFND | 2 | 0 | 50,000 | 0 | |
INC RESH HLDGS INC | CL A | 45329R109 | 29,250 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
INCYTE CORP | COM | 45337C102 | 1,334 | 10,597 | SH | DFND | 01 02 | 0 | 10,597 | 0 | |
INOGEN INC | COM | 45780L104 | 2,195 | 23,000 | SH | DFND | 2 | 0 | 23,000 | 0 | |
INOVALON HLDGS INC | COM CL A | 45781D101 | 45,531 | 3,462,467 | SH | DFND | 01 02 | 0 | 3,162,467 | 300,000 | |
INTERXION HOLDING N.V | SHS | N47279109 | 59,797 | 1,306,178 | SH | DFND | 01 02 | 0 | 1,306,178 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 9,675 | 10,344 | SH | DFND | 01 02 | 0 | 10,344 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 15,364 | 710,297 | SH | DFND | 01 02 | 0 | 710,297 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 127,975 | 9,334,151 | SH | DFND | 01 02 | 0 | 8,412,840 | 921,311 | |
JD COM INC | SPON ADR CL A | 47215P106 | 643 | 16,398 | SH | DFND | 2 | 0 | 16,398 | 0 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 39,200 | 400,000 | SH | DFND | 2 | 0 | 400,000 | 0 | |
JONES ENERGY INC | COM CL A | 48019R108 | 1,086 | 678,886 | SH | DFND | 2 | 0 | 678,886 | 0 | |
KEANE GROUP INC | COM | 48669A108 | 467 | 29,200 | SH | DFND | 2 | 0 | 29,200 | 0 | |
KEYW HOLDING CORP | COM | 493723100 | 4,376 | 468,000 | SH | DFND | 2 | 0 | 468,000 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 43,571 | 1,167,810 | SH | DFND | 01 02 | 0 | 1,063,884 | 103,926 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 3,289 | 170,000 | SH | DFND | 2 | 0 | 170,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 8,579 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 26,025 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 50,779 | 940,000 | SH | DFND | 2 | 0 | 940,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 2,557 | 73,000 | SH | DFND | 2 | 0 | 73,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 27,465 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 45,870 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 57,811 | 350,370 | SH | DFND | 01 02 | 0 | 335,370 | 15,000 | |
LOWES COMPANIES INC | COM | 548661107 | 8,770 | 113,122 | SH | DFND | 01 02 | 0 | 113,122 | 0 | |
LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 277 | 4,557 | SH | DFND | 2 | 0 | 4,557 | 0 | |
MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 8,338 | 149,500 | SH | DFND | 2 | 0 | 149,500 | 0 | |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 23,851 | 304,222 | SH | DFND | 01 02 | 0 | 304,222 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 49,225 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 233,864 | 14,391,628 | SH | DFND | 01 02 | 0 | 13,028,241 | 1,363,387 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 2,776 | 57,757 | SH | DFND | 1 | 0 | 57,757 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 54,375 | 270,390 | SH | DFND | 01 02 | 0 | 270,390 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 18,969 | 189,105 | SH | DFND | 01 02 | 0 | 189,105 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 252,976 | 2,148,414 | SH | DFND | 01 02 | 0 | 1,960,214 | 188,200 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,325 | 109,288 | SH | DFND | 01 02 | 0 | 109,288 | 0 | |
MASCO CORP | COM | 574599106 | 23,515 | 615,402 | SH | DFND | 01 02 | 0 | 615,402 | 0 | |
MASONITE INTERNATIONAL CORP | COM | 575385109 | 138,312 | 1,831,950 | SH | DFND | 01 02 | 0 | 1,831,950 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 16,040 | 132,067 | SH | DFND | 01 02 | 0 | 132,067 | 0 | |
MAXIMUS INC | COM | 577933104 | 196,233 | 3,133,216 | SH | DFND | 01 02 | 0 | 2,876,216 | 257,000 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 5,765 | 133,136 | SH | DFND | 01 02 | 0 | 133,136 | 0 | |
MERCURY SYS INC | COM | 589378108 | 47,393 | 1,126,000 | SH | DFND | 2 | 0 | 1,126,000 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 362,867 | 616,555 | SH | DFND | 01 02 | 0 | 597,655 | 18,900 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 28,051 | 960,966 | SH | DFND | 01 02 | 0 | 960,966 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 31,961 | 1,021,437 | SH | DFND | 01 02 | 0 | 1,021,437 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 148,220 | 1,219,815 | SH | DFND | 01 02 | 0 | 1,134,815 | 85,000 | |
MINDBODY INC | COM CL A | 60255W105 | 544 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 606822104 | 979 | 145,000 | SH | DFND | 2 | 0 | 145,000 | 0 | |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 4,494 | 71,563 | SH | DFND | 01 02 | 0 | 71,563 | 0 | |
MOELIS & CO | CL A | 60786M105 | 73,649 | 1,895,730 | SH | DFND | 01 02 | 0 | 1,815,730 | 80,000 | |
MOHAWK INDUSTRIES INC | COM | 608190104 | 58,713 | 242,927 | SH | DFND | 01 02 | 0 | 242,927 | 0 | |
MOMO INC | ADR | 60879B107 | 23,345 | 631,624 | SH | DFND | 02 01 | 0 | 631,624 | 0 | |
MONSANTO CO NEW | COM | 61166W101 | 4,031 | 34,060 | SH | DFND | 01 02 | 0 | 34,060 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 117,852 | 1,504,371 | SH | DFND | 01 02 | 0 | 1,355,371 | 149,000 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 1,039 | 31,100 | SH | DFND | 2 | 0 | 31,100 | 0 | |
MSCI INC | CL A | 55354G100 | 227,724 | 2,211,124 | SH | DFND | 01 02 | 0 | 2,028,624 | 182,500 | |
MSG NETWORK INC | CL A | 553573106 | 25,256 | 1,125,000 | SH | DFND | 2 | 0 | 1,125,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 5,569 | 215,500 | SH | DFND | 2 | 0 | 215,500 | 0 | |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 731 | 89,800 | SH | DFND | 2 | 0 | 89,800 | 0 | |
NCS MULTISTAGE HLDGS INC | COM | 628877102 | 1,380 | 54,800 | SH | DFND | 2 | 0 | 54,800 | 0 | |
NEOGEN CORP | COM | 640491106 | 30,726 | 444,596 | SH | DFND | 2 | 0 | 397,588 | 47,008 | |
NETFLIX INC | COM | 64110L106 | 6,260 | 41,895 | SH | DFND | 01 02 | 0 | 41,895 | 0 | |
NETSHOES CAYMAN LTD | COM | G6455X107 | 211 | 11,094 | SH | DFND | 2 | 0 | 11,094 | 0 | |
NEVRO CORP | COM | 64157F103 | 1,585 | 21,300 | SH | DFND | 2 | 0 | 21,300 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 2,815 | 98,900 | SH | DFND | 2 | 0 | 98,900 | 0 | |
NIELSEN HOLDINGS PLC | COM | G6518L108 | 30,322 | 784,321 | SH | DFND | 01 02 | 0 | 784,321 | 0 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 1,781 | 39,238 | SH | DFND | 2 | 0 | 39,238 | 0 | |
NORD ANGLIA EDUCATION INC | SHS | G6583A102 | 39,738 | 1,220,092 | SH | DFND | 01 02 | 0 | 1,220,092 | 0 | |
NORDSON CORP | COM | 655663102 | 30,330 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 54,246 | 999,197 | SH | DFND | 01 02 | 0 | 999,197 | 0 | |
NOVANTA INC | COM | 67000B104 | 5,832 | 162,000 | SH | DFND | 2 | 0 | 162,000 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 91,038 | 1,953,605 | SH | DFND | 01 02 | 0 | 1,793,605 | 160,000 | |
OKTA INC | CL A | 679295105 | 914 | 40,076 | SH | DFND | 2 | 0 | 40,076 | 0 | |
ON ASSIGNMENT INC | COM | 682159108 | 98,017 | 1,810,100 | SH | DFND | 01 02 | 0 | 1,810,100 | 0 | |
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 3,450 | 72,334 | SH | DFND | 2 | 0 | 72,334 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 5,182 | 192,227 | SH | DFND | 01 02 | 0 | 192,227 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 4,765 | 171,700 | SH | DFND | 2 | 0 | 171,700 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 38,084 | 2,433,500 | SH | DFND | 2 | 0 | 2,433,500 | 0 | |
PATHEON N V | SHS | N6865W105 | 2,368 | 67,902 | SH | DFND | 2 | 0 | 67,902 | 0 | |
PBF LOGISTICS LP | UNIT LTD PTNR | 69318Q104 | 15,600 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 69,952 | 1,198,827 | SH | DFND | 01 02 | 0 | 1,198,827 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 117,409 | 5,486,424 | SH | DFND | 01 02 | 0 | 5,013,853 | 472,571 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 45,173 | 1,648,650 | SH | DFND | 01 02 | 0 | 1,513,650 | 135,000 | |
PINNACLE ENTMT INC | COM | 72348Y105 | 97,394 | 4,928,866 | SH | DFND | 01 02 | 0 | 4,335,175 | 593,691 | |
PIONEER NAT RES CO | COM | 723787107 | 1,149 | 7,200 | SH | DFND | 2 | 0 | 7,200 | 0 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 71,587 | 954,364 | SH | DFND | 01 02 | 0 | 954,364 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 20,509 | 276,362 | SH | DFND | 01 02 | 4,000 | 272,362 | 0 | |
PRICELINE GRP INC | COM | 741503403 | 78,371 | 41,898 | SH | DFND | 01 02 | 0 | 41,898 | 0 | |
PRIMERICA INC | COM | 74164M108 | 202,744 | 2,676,493 | SH | DFND | 01 02 | 0 | 2,422,993 | 253,500 | |
PROCTER & GAMBLE CO | COM | 742718109 | 157 | 1,796 | SH | DFND | 1,796 | 0 | 0 | ||
PROLOGIS INC | COM | 74340W103 | 16,120 | 274,897 | SH | DFND | 01 02 | 0 | 274,897 | 0 | |
PROOFPOINT INC | COM | 743424103 | 3,001 | 34,559 | SH | DFND | 01 02 | 0 | 34,559 | 0 | |
QAD INC | CL A | 74727D306 | 1,602 | 50,000 | SH | DFND | 2 | 0 | 50,000 | 0 | |
QAD INC | CL B | 74727D207 | 859 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 12,250 | 234,093 | SH | DFND | 01 02 | 0 | 234,093 | 0 | |
QUALCOMM INC | COM | 747525103 | 221 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 31,073 | 761,600 | SH | DFND | 2 | 0 | 761,600 | 0 | |
QUOTIENT TECHNOLOGY INC | COM | 749119103 | 2,300 | 200,000 | SH | DFND | 2 | 0 | 200,000 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 33,072 | 325,000 | SH | DFND | 2 | 0 | 325,000 | 0 | |
RED HAT INC | COM | 756577102 | 8,394 | 87,664 | SH | DFND | 01 02 | 0 | 87,664 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 130,587 | 5,545,089 | SH | DFND | 01 02 | 0 | 5,332,089 | 213,000 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 3,468 | 7,061 | SH | DFND | 01 02 | 0 | 7,061 | 0 | |
REV GROUP INC | COM | 749527107 | 20,760 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 12,868 | 468,940 | SH | DFND | 01 02 | 0 | 468,940 | 0 | |
RICE ENERGY INC | COM | 762760106 | 2,306 | 86,600 | SH | DFND | 2 | 0 | 86,600 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 35,318 | 736,864 | SH | DFND | 01 02 | 42,000 | 694,864 | 0 | |
ROLLINS INC | COM | 775711104 | 25,498 | 626,341 | SH | DFND | 01 02 | 0 | 626,341 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 58,843 | 254,148 | SH | DFND | 01 02 | 0 | 254,148 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 14,751 | 135,044 | SH | DFND | 01 02 | 0 | 135,044 | 0 | |
RSP PERMIAN INC | COM | 74978Q105 | 4,321 | 133,900 | SH | DFND | 2 | 0 | 133,900 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 1,730 | 16,075 | SH | DFND | 2 | 0 | 16,075 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 6,532 | 82,024 | SH | DFND | 01 02 | 0 | 82,024 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,601 | 53,126 | SH | DFND | 01 02 | 0 | 53,126 | 0 | |
SANCHEZ PRODTN PARTNER | COM UNIT REPSTG | 79971C201 | 1,606 | 125,000 | SH | DFND | 2 | 0 | 125,000 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 11,487 | 410,971 | SH | DFND | 02 01 | 0 | 410,971 | 0 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 194,134 | 1,439,095 | SH | DFND | 01 02 | 0 | 1,439,095 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 1,146 | 17,400 | SH | DFND | 2 | 0 | 17,400 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 283,316 | 6,594,876 | SH | DFND | 01 02 | 187,250 | 6,178,626 | 229,000 | |
SCORPIO TANKERS INC | SHS | Y7542C106 | 9,925 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
SEMGROUP CORP | CL A | 81663A105 | 1,266 | 46,900 | SH | DFND | 2 | 0 | 46,900 | 0 | |
SERVICENOW INC | COM | 81762P102 | 7,311 | 68,970 | SH | DFND | 01 02 | 0 | 68,970 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 27,925 | 79,567 | SH | DFND | 01 02 | 0 | 79,567 | 0 | |
SIENTRA INC | COM | 82621J105 | 4,583 | 471,500 | SH | DFND | 2 | 0 | 471,500 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 80,593 | 1,548,072 | SH | DFND | 01 02 | 0 | 1,548,072 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 10,580 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
SMART & FINAL STORES INC | COM | 83190B101 | 24,541 | 2,696,863 | SH | DFND | 01 02 | 0 | 2,466,987 | 229,876 | |
SMART SAND INC | COM | 83191H107 | 593 | 66,600 | SH | DFND | 2 | 0 | 66,600 | 0 | |
SMITH A O | COM | 831865209 | 21,975 | 390,114 | SH | DFND | 01 02 | 0 | 390,114 | 0 | |
SMUCKER J M CO | COM | 832696405 | 30 | 251 | SH | DFND | 251 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 1,180 | 66,404 | SH | DFND | 01 02 | 0 | 66,404 | 0 | |
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 33,518 | 1,015,077 | SH | DFND | 02 01 | 0 | 1,015,077 | 0 | |
SONY CORP | ADR | 835699307 | 2,177 | 57,000 | SH | DFND | 2 | 0 | 57,000 | 0 | |
SPECTRANETICS CORP | COM | 84760C107 | 52,090 | 1,356,500 | SH | DFND | 2 | 0 | 1,356,500 | 0 | |
SPLUNK INC | COM | 848637104 | 2,943 | 51,732 | SH | DFND | 01 02 | 0 | 51,732 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 680 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 281,896 | 7,339,123 | SH | DFND | 01 02 | 0 | 6,734,123 | 605,000 | |
STARBUCKS CORP | COM | 855244109 | 2,837 | 48,649 | SH | DFND | 01 02 | 0 | 48,649 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 81,246 | 2,814,202 | SH | DFND | 01 02 | 0 | 2,814,202 | 0 | |
SUN HYDRAULICS CORP | COM | 866942105 | 1,963 | 46,000 | SH | DFND | 2 | 0 | 46,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 934 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 1,922 | 44,602 | SH | DFND | 01 02 | 0 | 44,602 | 0 | |
SYNCHRONY FINL | COM | 87165B103 | 2,293 | 76,905 | SH | DFND | 01 02 | 0 | 76,905 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 74,195 | 2,122,272 | SH | DFND | 02 01 | 0 | 2,122,272 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 294 | 4,009 | SH | DFND | 2 | 0 | 4,009 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 64,016 | 523,392 | SH | DFND | 02 01 | 0 | 523,392 | 0 | |
TARGA RES CORP | COM | 87612G101 | 1,894 | 41,900 | SH | DFND | 2 | 0 | 41,900 | 0 | |
TECHNIPFMC PLC | COM | G87110105 | 1,472 | 54,100 | SH | DFND | 2 | 0 | 54,100 | 0 | |
TELADOC INC | COM | 87918A105 | 5,930 | 170,900 | SH | DFND | 2 | 0 | 170,900 | 0 | |
TELEFLEX INC | COM | 879369106 | 24,308 | 117,002 | SH | DFND | 01 02 | 0 | 117,002 | 0 | |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 11,389 | 2,255,331 | SH | DFND | 02 01 | 0 | 2,255,331 | 0 | |
TESARO INC | COM | 881569107 | 1,404 | 10,041 | SH | DFND | 01 02 | 0 | 10,041 | 0 | |
TESLA MOTORS INC | COM | 88160R101 | 579,338 | 1,602,106 | SH | DFND | 01 02 | 187,500 | 1,338,942 | 75,664 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 29,806 | 594,813 | SH | DFND | 01 02 | 0 | 594,813 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 4,479 | 850,000 | SH | DFND | 2 | 0 | 850,000 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 25,053 | 266,887 | SH | DFND | 01 02 | 3,000 | 263,887 | 0 | |
TILE SHOP HLDGS INC | COM | 88677Q109 | 1,136 | 55,000 | SH | DFND | 2 | 0 | 55,000 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 12,917 | 326,925 | SH | DFND | 01 02 | 0 | 326,925 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 5,786 | 313,100 | SH | DFND | 2 | 0 | 313,100 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 134,435 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
TRANSUNION | COM | 89400J107 | 27,672 | 638,926 | SH | DFND | 01 02 | 0 | 638,926 | 0 | |
TREEHOUSE FOODS INC | COM | 89469A104 | 76,941 | 941,861 | SH | DFND | 01 02 | 0 | 761,161 | 180,700 | |
TREX CO INC | COM | 89531P105 | 76,817 | 1,135,335 | SH | DFND | 01 02 | 0 | 1,075,335 | 60,000 | |
TRUECAR INC | COM | 89785L107 | 2,691 | 135,000 | SH | DFND | 2 | 0 | 135,000 | 0 | |
U S SILICA HLDGS INC | COM | 90346E103 | 1,554 | 43,800 | SH | DFND | 2 | 0 | 43,800 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 82,478 | 392,641 | SH | DFND | 01 02 | 0 | 392,641 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 151,334 | 6,954,671 | SH | DFND | 01 02 | 0 | 6,376,671 | 578,000 | |
UNDER ARMOUR INC | CL C | 904311206 | 92,213 | 4,574,079 | SH | DFND | 01 02 | 0 | 4,242,828 | 331,251 | |
UNIVAR INC | COM | 91336L107 | 53,290 | 1,825,000 | SH | DFND | 2 | 0 | 1,825,000 | 0 | |
UNIVERSAL HEALTH SVCS INC | CL B | 913903100 | 18,402 | 150,734 | SH | DFND | 01 02 | 0 | 150,734 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,041,772 | 5,136,182 | SH | DFND | 01 02 | 0 | 4,484,182 | 652,000 | |
VALERO ENERGY CORP | COM | 91913Y100 | 884 | 13,100 | SH | DFND | 2 | 0 | 13,100 | 0 | |
VALERO ENERGY PARTNERS LP | COM UNT REP LP | 91914J102 | 35,512 | 778,100 | SH | DFND | 2 | 0 | 778,100 | 0 | |
VANTIV INC | CL A | 92210H105 | 49,908 | 787,939 | SH | DFND | 01 02 | 0 | 787,939 | 0 | |
VARONIS SYS INC | COM | 922280102 | 8,278 | 222,529 | SH | DFND | 01 02 | 0 | 222,529 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 2,433 | 39,677 | SH | DFND | 01 02 | 0 | 39,677 | 0 | |
VERISIGN INC | COM | 92343E102 | 63,572 | 683,869 | SH | DFND | 01 02 | 0 | 683,869 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 130,596 | 1,547,902 | SH | DFND | 01 02 | 0 | 1,547,902 | 0 | |
VISA INC | COM CL A | 92826C839 | 17,932 | 191,214 | SH | DFND | 01 02 | 0 | 191,214 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 33,556 | 264,886 | SH | DFND | 01 02 | 0 | 264,886 | 0 | |
WABCO HLDGS INC | COM | 92927K102 | 12,554 | 98,452 | SH | DFND | 01 02 | 0 | 98,452 | 0 | |
WABTEC CORP | COM | 929740108 | 48,954 | 535,014 | SH | DFND | 01 02 | 0 | 535,014 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 130,450 | 2,025,000 | SH | DFND | 2 | 0 | 2,025,000 | 0 | |
WEIBO CORP | SPONSORED ADR | 948596101 | 871 | 13,111 | SH | DFND | 02 01 | 0 | 13,111 | 0 | |
WELBILT INC | COM | 949090104 | 26,390 | 1,400,000 | SH | DFND | 2 | 0 | 1,400,000 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 170,714 | 1,806,120 | SH | DFND | 01 02 | 0 | 1,705,620 | 100,500 | |
WESTLAKE CHEM PARTNERS LP | COM | 960417103 | 8,662 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
WEX INC | COM | 96208T104 | 46,921 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 74,429 | 511,681 | SH | DFND | 01 02 | 0 | 511,681 | 0 | |
WINGSTOP INC | COM | 974155103 | 29,818 | 965,000 | SH | DFND | 2 | 0 | 965,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 54,576 | 784,144 | SH | DFND | 01 02 | 0 | 763,146 | 20,998 | |
WPX ENERGY INC | COM | 98212B103 | 1,744 | 180,500 | SH | DFND | 2 | 0 | 180,500 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 29,685 | 295,640 | SH | DFND | 01 02 | 0 | 295,640 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 50,520 | 1,925,316 | SH | DFND | 02 01 | 0 | 1,925,316 | 0 | |
YEXT INC | COM | 98585N106 | 16,784 | 1,259,111 | SH | DFND | 2 | 0 | 1,259,111 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 58,758 | 2,683,036 | SH | DFND | 02 01 | 0 | 2,683,036 | 0 | |
ZILLOW GROUP INC | CL A | 98954M101 | 139,312 | 2,852,411 | SH | DFND | 01 02 | 0 | 2,852,411 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 36,365 | 741,989 | SH | DFND | 01 02 | 0 | 741,989 | 0 | |
ZOES KITCHEN INC | COM | 98979J109 | 14,292 | 1,200,000 | SH | DFND | 2 | 0 | 1,200,000 | 0 |