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 | 129,529 | 2,311,371 | SH | DFND | 02 01 | 0 | 2,227,890 | 83,481 | |
ACCELERON PHARMA INC | COM | 00434H108 | 1,686 | 45,180 | SH | DFND | 02 01 | 0 | 45,180 | 0 | |
ACI WORLDWIDE INC | COM | 004498101 | 22,780 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
ACUITY BRANDS INC | COM | 00508Y102 | 103,196 | 602,501 | SH | DFND | 02 01 | 0 | 602,501 | 0 | |
ACXIOM CORP | COM | 005125109 | 70,552 | 2,863,312 | SH | DFND | 02 01 | 0 | 2,863,312 | 0 | |
ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 2,185 | 103,200 | SH | DFND | 2 | 0 | 103,200 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 299 | 6,156 | SH | DFND | 2 | 0 | 6,156 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 1,798 | 28,000 | SH | DFND | 2 | 0 | 28,000 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 100,970 | 2,369,082 | SH | DFND | 02 01 | 0 | 2,299,082 | 70,000 | |
ALEXANDER & BALDWIN | COM | 014491104 | 6,718 | 145,000 | SH | DFND | 2 | 0 | 145,000 | 0 | |
ALEXANDERS INC | COM | 014752109 | 89,891 | 211,962 | SH | DFND | 02 01 | 5,000 | 192,242 | 14,720 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 120,787 | 1,015,272 | SH | DFND | 02 01 | 0 | 933,272 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 298,433 | 1,727,945 | SH | DFND | 02 01 | 0 | 1,615,845 | 112,100 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 21,699 | 116,493 | SH | DFND | 02 01 | 0 | 116,493 | 0 | |
ALPHABET INC | CL A | 02079K305 | 3,761 | 3,863 | SH | DFND | 02 01 | 0 | 3,863 | 0 | |
ALPHABET INC | CL C | 02079K107 | 25,102 | 26,172 | SH | DFND | 02 01 | 0 | 26,172 | 0 | |
AMAZON COM INC | COM | 023135106 | 79,264 | 82,451 | SH | DFND | 02 01 | 0 | 82,451 | 0 | |
AMBER RD INC | COM | 02318Y108 | 1,491 | 194,200 | SH | DFND | 2 | 0 | 194,200 | 0 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 23,544 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 4,517 | 102,312 | SH | DFND | 02 01 | 0 | 102,312 | 0 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 13,170 | 606,651 | SH | DFND | 02 01 | 0 | 606,651 | 0 | |
AMERICAN TOWER CORP | COM | 03027X100 | 63,328 | 463,334 | SH | DFND | 02 01 | 0 | 463,334 | 0 | |
ANDEAVOR (FKA TESORO CORP) | COM | 03349M105 | 2,218 | 21,500 | SH | DFND | 2 | 0 | 21,500 | 0 | |
ANSYS INC | COM | 03662Q105 | 321,159 | 2,616,797 | SH | DFND | 02 01 | 0 | 2,418,297 | 198,500 | |
APPLE INC | COM | 037833100 | 7,071 | 45,877 | SH | DFND | 02 01 | 0 | 45,877 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 842,321 | 8,551,480 | SH | DFND | 02 01 | 0 | 8,206,480 | 345,000 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 517 | 15,874 | SH | DFND | 02 01 | 0 | 15,874 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 5,730 | 33,472 | SH | DFND | 02 01 | 0 | 33,472 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 55,643 | 885,900 | SH | DFND | 2 | 0 | 885,900 | 0 | |
AXOGEN INC | COM | 05463X106 | 3,443 | 177,935 | SH | DFND | 2 | 0 | 177,935 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 169,047 | 682,496 | SH | DFND | 02 01 | 0 | 633,296 | 49,200 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 57,082 | 486,423 | SH | DFND | 02 01 | 0 | 451,123 | 35,300 | |
BANCO SANTANDER CHILE | SP ADR REP COM | 05965X109 | 52,159 | 1,755,590 | SH | DFND | 02 01 | 0 | 1,629,290 | 126,300 | |
BEACON ROOFING SUPPLY INC | COM | 073685109 | 61,982 | 1,209,400 | SH | DFND | 02 01 | 0 | 1,209,400 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 142,859 | 4,245,435 | SH | DFND | 02 01 | 0 | 3,845,921 | 399,514 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 275 | 1 | SH | DFND | 0? | 1 | 0 | 0 | |
BERRY GLOBAL GROUP INC | COM | 08579W103 | 45,320 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 183,780 | 1,520,228 | SH | DFND | 02 01 | 0 | 1,416,728 | 103,500 | |
BIOGEN IDEC INC | COM | 09062X103 | 4,055 | 12,951 | SH | DFND | 02 01 | 0 | 12,951 | 0 | |
BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 66,755 | 1,494,080 | SH | DFND | 02 01 | 0 | 1,388,480 | 105,600 | |
BJS RESTAURANTS INC | COM | 09180C106 | 15,225 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
BOB EVANS FARMS INC | COM | 096761101 | 4,806 | 62,000 | SH | DFND | 2 | 0 | 62,000 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 5,138 | 41,815 | SH | DFND | 02 01 | 0 | 41,815 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 39,820 | 1,528,617 | SH | DFND | 02 01 | 0 | 1,528,617 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 347,225 | 4,027,663 | SH | DFND | 02 01 | 0 | 3,724,113 | 303,550 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 29,772 | 720,869 | SH | DFND | 02 01 | 0 | 720,869 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 26,910 | 480,359 | SH | DFND | 02 01 | 0 | 480,359 | 0 | |
CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 25,306 | 849,205 | SH | DFND | 02 01 | 0 | 767,883 | 81,322 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 95,152 | 2,335,600 | SH | DFND | 02 01 | 0 | 2,301,600 | 34,000 | |
CANTEL MEDICAL CORP | COM | 138098108 | 48,498 | 515,000 | SH | DFND | 2 | 0 | 515,000 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 133,694 | 5,665,005 | SH | DFND | 02 01 | 0 | 5,395,005 | 270,000 | |
CARMAX INC | COM | 143130102 | 34,106 | 449,883 | SH | DFND | 02 01 | 0 | 449,883 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 21,954 | 203,981 | SH | DFND | 2 | 0 | 203,981 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 106,077 | 2,800,342 | SH | DFND | 02 01 | 0 | 2,800,342 | 0 | |
CDW CORP | COM | 12514G108 | 24,372 | 369,271 | SH | DFND | 02 01 | 0 | 369,271 | 0 | |
CERUS CORP | COM | 157085101 | 1,531 | 560,900 | SH | DFND | 2 | 0 | 560,900 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 1,077 | 9,448 | SH | DFND | 2 | 0 | 9,448 | 0 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 38,961 | 925,000 | SH | DFND | 2 | 0 | 925,000 | 0 | |
CHEFS WAREHOUSE INC | COM | 163086101 | 28,950 | 1,500,000 | SH | DFND | 2 | 0 | 1,500,000 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 307,641 | 4,814,406 | SH | DFND | 02 01 | 20,000 | 4,244,406 | 550,000 | |
CHURCH & DWIGHT INC | COM | 171340102 | 91,711 | 1,892,900 | SH | DFND | 02 01 | 0 | 1,705,900 | 187,000 | |
CIMPRESS N V | SHS EURO | N20146101 | 1,025 | 10,500 | SH | DFND | 2 | 0 | 10,500 | 0 | |
CISION LTD | SHS | G1992S109 | 87,322 | 6,706,786 | SH | DFND | 02 01 | 0 | 6,706,786 | 0 | |
CLOUDERA INC | COM | 18914U100 | 1,108 | 66,679 | SH | DFND | 2 | 0 | 66,679 | 0 | |
CLOVIS ONCOLOGY INC | COM | 189464100 | 2,402 | 29,147 | SH | DFND | 02 01 | 0 | 29,147 | 0 | |
CME GROUP INC | COM | 12572Q105 | 5,791 | 42,679 | SH | DFND | 02 01 | 0 | 42,679 | 0 | |
COGNEX CORP | COM | 192422103 | 110,280 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 106,188 | 2,688,979 | SH | DFND | 02 01 | 0 | 2,358,979 | 330,000 | |
COHERENT INC | COM | 192479103 | 3,833 | 16,300 | SH | DFND | 2 | 0 | 16,300 | 0 | |
COMMERCEHUB INC | COM SER C | 20084V306 | 4,174 | 195,500 | SH | DFND | 02 01 | 0 | 195,500 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 1 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 17,761 | 134,837 | SH | DFND | 02 01 | 0 | 134,837 | 0 | |
COOPER COS INC | COM | 216648402 | 60,307 | 254,341 | SH | DFND | 02 01 | 0 | 254,341 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 70,938 | 569,642 | SH | DFND | 02 01 | 0 | 529,042 | 40,600 | |
COSTAR GROUP INC | COM | 22160N109 | 774,040 | 2,885,519 | SH | DFND | 02 01 | 0 | 2,705,758 | 179,761 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 75,481 | 1,431,200 | SH | DFND | 02 01 | 0 | 1,337,700 | 93,500 | |
DEXCOM INC | COM | 252131107 | 14,726 | 301,000 | SH | DFND | 02 01 | 0 | 301,000 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 28,388 | 1,051,013 | SH | DFND | 02 01 | 0 | 951,013 | 100,000 | |
DIGITAL RLTY TR INC | COM | 253868103 | 8,251 | 69,726 | SH | DFND | 02 01 | 0 | 69,726 | 0 | |
DOMINION MIDSTREAM PARTNERS | COM UT REP LTD | 257454108 | 23,840 | 745,000 | SH | DFND | 2 | 0 | 745,000 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 240,501 | 6,100,987 | SH | DFND | 02 01 | 0 | 5,630,987 | 470,000 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 4,087 | 37,386 | SH | DFND | 02 01 | 0 | 37,386 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 3,196 | 27,075 | SH | DFND | 02 01 | 0 | 27,075 | 0 | |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 51,216 | 1,200,000 | SH | DFND | 2 | 0 | 1,200,000 | 0 | |
EMERALD EXPOSITIONS EVENTS INC | COM | 29103B100 | 24,983 | 1,075,000 | SH | DFND | 2 | 0 | 1,075,000 | 0 | |
ENCANA CORP | COM | 292505104 | 4,472 | 379,589 | SH | DFND | 2 | 0 | 379,589 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 1,809 | 104,100 | SH | DFND | 2 | 0 | 104,100 | 0 | |
ENVESTNET INC | COM | 29404K106 | 6,830 | 133,925 | SH | DFND | 02 01 | 0 | 133,925 | 0 | |
EOG RES INC | COM | 26875P101 | 1,525 | 15,768 | SH | DFND | 2 | 0 | 15,768 | 0 | |
EPAM SYS INC | COM | 29414B104 | 4,734 | 53,836 | SH | DFND | 02 01 | 0 | 53,836 | 0 | |
EQUINIX INC | COM | 29444U700 | 132,311 | 296,461 | SH | DFND | 02 01 | 0 | 296,461 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 14,988 | 227,335 | SH | DFND | 02 01 | 0 | 227,335 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 3,135 | 52,300 | SH | DFND | 2 | 0 | 52,300 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 30,544 | 754,174 | SH | DFND | 02 01 | 0 | 688,674 | 65,500 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 4,167 | 243,825 | SH | DFND | 2 | 0 | 243,825 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 61,861 | 429,766 | SH | DFND | 02 01 | 0 | 429,766 | 0 | |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 11,320 | 566,000 | SH | DFND | 02 01 | 0 | 566,000 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 22,248 | 130,207 | SH | DFND | 02 01 | 0 | 130,207 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 540,750 | 3,002,332 | SH | DFND | 02 01 | 0 | 2,852,332 | 150,000 | |
FASTENAL CO | COM | 311900104 | 61,452 | 1,348,221 | SH | DFND | 02 01 | 0 | 1,348,221 | 0 | |
FINANCIAL ENGINES INC | COM | 317485100 | 159,190 | 4,581,002 | SH | DFND | 02 01 | 0 | 4,283,773 | 297,229 | |
FIRST REP BK SAN FRAN CALI N | COM | 33616C100 | 57,920 | 554,472 | SH | DFND | 02 01 | 0 | 554,472 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 95,606 | 617,727 | SH | DFND | 02 01 | 0 | 617,727 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 5,066 | 209,500 | SH | DFND | 2 | 0 | 209,500 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 27,408 | 704,022 | SH | DFND | 02 01 | 0 | 704,022 | 0 | |
FLOTEK INDUSTRIES INC DEL | COM | 343389102 | 11,340 | 2,438,739 | SH | DFND | 2 | 0 | 2,438,739 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 42,313 | 442,932 | SH | DFND | 02 01 | 0 | 410,132 | 32,800 | |
FOUNDATION MEDICINE INC | COM | 350465100 | 3,654 | 90,900 | SH | DFND | 2 | 0 | 90,900 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 384,462 | 10,421,845 | SH | DFND | 02 01 | 0 | 9,711,845 | 710,000 | |
GARTNER INC | COM | 366651107 | 878,025 | 7,057,515 | SH | DFND | 02 01 | 0 | 6,758,915 | 298,600 | |
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 33,770 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
GEMPHIRE THERAPEUTICS INC | COM | 36870A108 | 2,709 | 286,961 | SH | DFND | 02 01 | 0 | 286,961 | 0 | |
GENERAL COMMUNICATIONS INC | CL A | 369385109 | 7,546 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
GLAUKOS CORP | COM | 377322102 | 72,404 | 2,194,059 | SH | DFND | 02 01 | 0 | 2,135,532 | 58,527 | |
GLOBANT S A | COM | L44385109 | 361 | 9,020 | SH | DFND | 2 | 0 | 9,020 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 3,976 | 175,835 | SH | DFND | 2 | 0 | 175,835 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 190 | 800 | SH | DFND | 0? | 800 | 0 | 0 | |
GTT COMMUNICATIONS INC | COM | 362393100 | 72,105 | 2,278,200 | SH | DFND | 2 | 0 | 2,278,200 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 395,716 | 5,082,409 | SH | DFND | 02 01 | 0 | 4,918,409 | 164,000 | |
HALLIBURTON CO | COM | 406216101 | 2,375 | 51,596 | SH | DFND | 2 | 0 | 51,596 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 471 | 4,883 | SH | DFND | 2 | 0 | 4,883 | 0 | |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 9,445 | 175,000 | SH | DFND | 2 | 0 | 175,000 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 60,887 | 1,203,771 | SH | DFND | 02 01 | 0 | 1,203,771 | 0 | |
HENRY SCHEIN INC | COM | 806407102 | 54,559 | 665,430 | SH | DFND | 02 01 | 0 | 665,430 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 21,585 | 558,758 | SH | DFND | 02 01 | 0 | 558,758 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 28,191 | 405,922 | SH | DFND | 02 01 | 0 | 405,922 | 0 | |
HOME DEPOT INC | COM | 437076102 | 46,580 | 284,791 | SH | DFND | 02 01 | 2,000 | 282,791 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 10,464 | 312,072 | SH | DFND | 02 01 | 0 | 312,072 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 275,398 | 4,456,997 | SH | DFND | 02 01 | 0 | 4,106,997 | 350,000 | |
ICHOR HOLDINGS | SHS | G4740B105 | 5,012 | 187,000 | SH | DFND | 2 | 0 | 187,000 | 0 | |
ICON PLC | SHS | G4705A100 | 91,582 | 804,200 | SH | DFND | 02 01 | 0 | 804,200 | 0 | |
IDEX CORP | COM | 45167R104 | 55,355 | 455,708 | SH | DFND | 02 01 | 0 | 455,708 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 734,898 | 4,726,336 | SH | DFND | 02 01 | 0 | 4,480,336 | 246,000 | |
ILLUMINA INC | COM | 452327109 | 88,512 | 444,335 | SH | DFND | 02 01 | 0 | 444,335 | 0 | |
IMPINJ INC | COM | 453204109 | 3,329 | 80,000 | SH | DFND | 2 | 0 | 80,000 | 0 | |
INC RESH HLDGS INC | CL A | 45329R109 | 26,150 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
INCYTE CORP | COM | 45337C102 | 1,241 | 10,630 | SH | DFND | 02 01 | 0 | 10,630 | 0 | |
INOGEN INC | COM | 45780L104 | 2,187 | 23,000 | SH | DFND | 2 | 0 | 23,000 | 0 | |
INOVALON HLDGS INC | COM CL A | 45781D101 | 43,451 | 2,548,423 | SH | DFND | 02 01 | 0 | 2,248,423 | 300,000 | |
INTERXION HOLDING N.V | SHS | N47279109 | 65,556 | 1,287,178 | SH | DFND | 02 01 | 0 | 1,287,178 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 10,126 | 9,682 | SH | DFND | 02 01 | 0 | 9,682 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 14,709 | 649,397 | SH | DFND | 02 01 | 0 | 649,397 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 119,555 | 9,334,151 | SH | DFND | 02 01 | 0 | 8,412,840 | 921,311 | |
JD COM INC | SPON ADR CL A | 47215P106 | 578 | 15,140 | SH | DFND | 2 | 0 | 15,140 | 0 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 78,181 | 773,300 | SH | DFND | 02 01 | 0 | 773,300 | 0 | |
JONES ENERGY INC | COM CL A | 48019R108 | 98 | 51,011 | SH | DFND | 2 | 0 | 51,011 | 0 | |
KEYW HOLDING CORP | COM | 493723100 | 4,942 | 649,400 | SH | DFND | 2 | 0 | 649,400 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 57,869 | 1,340,484 | SH | DFND | 02 01 | 0 | 1,217,243 | 123,241 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 2,601 | 170,000 | SH | DFND | 2 | 0 | 170,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 9,418 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 28,590 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 69,043 | 1,300,000 | SH | DFND | 2 | 0 | 1,300,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 3,211 | 88,000 | SH | DFND | 2 | 0 | 88,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 28,567 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 46,057 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 68,630 | 350,370 | SH | DFND | 02 01 | 0 | 335,370 | 15,000 | |
MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 41,939 | 940,121 | SH | DFND | 02 01 | 0 | 940,121 | 0 | |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 21,995 | 304,722 | SH | DFND | 02 01 | 0 | 304,722 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 53,525 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 258,647 | 14,369,283 | SH | DFND | 02 01 | 0 | 13,005,896 | 1,363,387 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 2,401 | 57,757 | SH | DFND | 1 | 0 | 57,757 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 48,784 | 264,400 | SH | DFND | 02 01 | 0 | 264,400 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 19,988 | 181,277 | SH | DFND | 02 01 | 0 | 181,277 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 269,261 | 2,162,214 | SH | DFND | 02 01 | 0 | 1,974,014 | 188,200 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 22,538 | 109,288 | SH | DFND | 02 01 | 0 | 109,288 | 0 | |
MASCO CORP | COM | 574599106 | 19,668 | 504,187 | SH | DFND | 02 01 | 0 | 504,187 | 0 | |
MASONITE INTERNATIONAL CORP | COM | 575385109 | 131,242 | 1,896,561 | SH | DFND | 02 01 | 0 | 1,896,561 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 18,062 | 127,915 | SH | DFND | 02 01 | 0 | 127,915 | 0 | |
MAXIMUS INC | COM | 577933104 | 200,402 | 3,107,011 | SH | DFND | 02 01 | 0 | 2,850,011 | 257,000 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 5,916 | 125,480 | SH | DFND | 02 01 | 0 | 125,480 | 0 | |
MERCURY SYS INC | COM | 589378108 | 63,605 | 1,226,000 | SH | DFND | 2 | 0 | 1,226,000 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 385,927 | 616,339 | SH | DFND | 02 01 | 0 | 597,439 | 18,900 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 28,595 | 946,532 | SH | DFND | 02 01 | 0 | 946,532 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 29,872 | 916,603 | SH | DFND | 02 01 | 0 | 916,603 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 150,208 | 1,171,945 | SH | DFND | 02 01 | 0 | 1,086,945 | 85,000 | |
MIMEDX GROUP INC | COM | 602496101 | 770 | 64,800 | SH | DFND | 2 | 0 | 64,800 | 0 | |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 606822104 | 1,462 | 227,000 | SH | DFND | 2 | 0 | 227,000 | 0 | |
MOELIS & CO | CL A | 60786M105 | 81,611 | 1,895,730 | SH | DFND | 02 01 | 0 | 1,815,730 | 80,000 | |
MOHAWK INDUSTRIES INC | COM | 608190104 | 60,127 | 242,927 | SH | DFND | 02 01 | 0 | 242,927 | 0 | |
MONSANTO CO NEW | COM | 61166W101 | 2,621 | 21,875 | SH | DFND | 02 01 | 0 | 21,875 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 127,856 | 1,504,371 | SH | DFND | 02 01 | 0 | 1,355,371 | 149,000 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 872 | 24,900 | SH | DFND | 2 | 0 | 24,900 | 0 | |
MSCI INC | CL A | 55354G100 | 258,480 | 2,211,124 | SH | DFND | 02 01 | 0 | 2,028,624 | 182,500 | |
MSG NETWORK INC | CL A | 553573106 | 15,900 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 7,797 | 215,500 | SH | DFND | 2 | 0 | 215,500 | 0 | |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 1,232 | 28,058 | SH | DFND | 1 | 0 | 28,058 | 0 | |
NCS MULTISTAGE HLDGS INC | COM | 628877102 | 1,320 | 54,800 | SH | DFND | 2 | 0 | 54,800 | 0 | |
NEOGEN CORP | COM | 640491106 | 34,438 | 444,596 | SH | DFND | 2 | 0 | 397,588 | 47,008 | |
NETFLIX INC | COM | 64110L106 | 6,050 | 33,363 | SH | DFND | 02 01 | 0 | 33,363 | 0 | |
NEVRO CORP | COM | 64157F103 | 1,936 | 21,300 | SH | DFND | 2 | 0 | 21,300 | 0 | |
NEWFIELD EXPL CO | COM | 651290108 | 1,466 | 49,400 | SH | DFND | 2 | 0 | 49,400 | 0 | |
NIELSEN HOLDINGS PLC | COM | G6518L108 | 16,039 | 386,960 | SH | DFND | 02 01 | 0 | 386,960 | 0 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 2,035 | 39,238 | SH | DFND | 2 | 0 | 39,238 | 0 | |
NORDSON CORP | COM | 655663102 | 29,625 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 53,863 | 996,546 | SH | DFND | 02 01 | 0 | 996,546 | 0 | |
NOVANTA INC | COM | 67000B104 | 8,105 | 185,900 | SH | DFND | 2 | 0 | 185,900 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 91,917 | 1,953,605 | SH | DFND | 02 01 | 0 | 1,793,605 | 160,000 | |
OKTA INC | CL A | 679295105 | 1,131 | 40,076 | SH | DFND | 2 | 0 | 40,076 | 0 | |
OLLIES BARGAIN OUTLT HLDGS INC | COM | 681116109 | 6,847 | 147,568 | SH | DFND | 02 01 | 0 | 137,484 | 10,084 | |
ON ASSIGNMENT INC | COM | 682159108 | 102,534 | 1,910,100 | SH | DFND | 02 01 | 0 | 1,910,100 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 4,205 | 152,588 | SH | DFND | 02 01 | 0 | 152,588 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 3,843 | 145,900 | SH | DFND | 2 | 0 | 145,900 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 34,756 | 2,565,000 | SH | DFND | 2 | 0 | 2,565,000 | 0 | |
PBF LOGISTICS LP | UNIT LTD PTNR | 69318Q104 | 16,800 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
PDF SOLUTIONS INC | COM | 693282105 | 2,564 | 165,500 | SH | DFND | 2 | 0 | 165,500 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 69,112 | 1,198,827 | SH | DFND | 02 01 | 0 | 1,198,827 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 129,155 | 5,521,824 | SH | DFND | 02 01 | 0 | 5,049,253 | 472,571 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 46,574 | 1,648,650 | SH | DFND | 02 01 | 0 | 1,513,650 | 135,000 | |
PINNACLE ENTMT INC | COM | 72348Y105 | 110,897 | 5,203,966 | SH | DFND | 02 01 | 0 | 4,610,275 | 593,691 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 72,694 | 954,364 | SH | DFND | 02 01 | 0 | 954,364 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 32,340 | 356,756 | SH | DFND | 02 01 | 4,000 | 352,756 | 0 | |
PRICELINE GRP INC | COM | 741503403 | 76,611 | 41,845 | SH | DFND | 02 01 | 0 | 41,845 | 0 | |
PRIMERICA INC | COM | 74164M108 | 218,245 | 2,676,215 | SH | DFND | 02 01 | 0 | 2,422,715 | 253,500 | |
PROCTER & GAMBLE CO | COM | 742718109 | 163 | 1,796 | SH | DFND | 0? | 1,796 | 0 | 0 | |
PROLOGIS INC | COM | 74340W103 | 16,626 | 261,997 | SH | DFND | 02 01 | 0 | 261,997 | 0 | |
PROOFPOINT INC | COM | 743424103 | 2,876 | 32,972 | SH | DFND | 02 01 | 0 | 32,972 | 0 | |
QAD INC | CL A | 74727D306 | 1,717 | 50,000 | SH | DFND | 2 | 0 | 50,000 | 0 | |
QAD INC | CL B | 74727D207 | 876 | 32,000 | SH | DFND | 2 | 0 | 32,000 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 9,452 | 180,518 | SH | DFND | 02 01 | 0 | 180,518 | 0 | |
QUALCOMM INC | COM | 747525103 | 207 | 4,000 | SH | DFND | 0? | 4,000 | 0 | 0 | |
QUALYS INC | COM | 74758T303 | 43,077 | 831,600 | SH | DFND | 2 | 0 | 831,600 | 0 | |
QUOTIENT TECHNOLOGY INC | COM | 749119103 | 3,365 | 215,000 | SH | DFND | 2 | 0 | 215,000 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 40,674 | 325,000 | SH | DFND | 2 | 0 | 325,000 | 0 | |
RED HAT INC | COM | 756577102 | 9,343 | 84,277 | SH | DFND | 02 01 | 0 | 84,277 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 164,343 | 7,095,981 | SH | DFND | 02 01 | 0 | 6,882,981 | 213,000 | |
REDFIN CORP | COM | 75737F108 | 753 | 30,000 | SH | DFND | 2 | 0 | 30,000 | 0 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,984 | 6,673 | SH | DFND | 02 01 | 0 | 6,673 | 0 | |
REV GROUP INC | COM | 749527107 | 30,198 | 1,050,000 | SH | DFND | 2 | 0 | 1,050,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 12,651 | 442,040 | SH | DFND | 02 01 | 0 | 442,040 | 0 | |
RICE ENERGY INC | COM | 762760106 | 1,817 | 62,800 | SH | DFND | 2 | 0 | 62,800 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 5,582 | 110,884 | SH | DFND | 1 | 42,000 | 68,884 | 0 | |
ROLLINS INC | COM | 775711104 | 29,600 | 641,531 | SH | DFND | 02 01 | 0 | 641,531 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 61,860 | 254,148 | SH | DFND | 02 01 | 0 | 254,148 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 12,973 | 109,444 | SH | DFND | 02 01 | 0 | 109,444 | 0 | |
RSP PERMIAN INC | COM | 74978Q105 | 3,936 | 113,800 | SH | DFND | 2 | 0 | 113,800 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 2,116 | 20,075 | SH | DFND | 2 | 0 | 20,075 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 5,822 | 93,458 | SH | DFND | 02 01 | 0 | 93,458 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 4,410 | 47,206 | SH | DFND | 02 01 | 0 | 47,206 | 0 | |
SANCHEZ PRODTN PARTNER | COM UNIT REPSTG | 79971C201 | 1,240 | 110,200 | SH | DFND | 2 | 0 | 110,200 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 12,602 | 457,743 | SH | DFND | 02 01 | 0 | 424,043 | 33,700 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 204,856 | 1,422,117 | SH | DFND | 02 01 | 0 | 1,422,117 | 0 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 293,166 | 6,702,472 | SH | DFND | 02 01 | 187,250 | 6,286,222 | 229,000 | |
SCORPIO TANKERS INC | SHS | Y7542C106 | 6,860 | 2,000,000 | SH | DFND | 2 | 0 | 2,000,000 | 0 | |
SERVICENOW INC | COM | 81762P102 | 7,708 | 65,585 | SH | DFND | 02 01 | 0 | 65,585 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 27,736 | 77,467 | SH | DFND | 02 01 | 0 | 77,467 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 36,360 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
SIENTRA INC | COM | 82621J105 | 7,723 | 501,500 | SH | DFND | 2 | 0 | 501,500 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 99,974 | 1,720,722 | SH | DFND | 02 01 | 0 | 1,720,722 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 16,228 | 160,166 | SH | DFND | 02 01 | 0 | 160,166 | 0 | |
SMART & FINAL STORES INC | COM | 83190B101 | 2,811 | 358,101 | SH | DFND | 02 01 | 0 | 358,101 | 0 | |
SMITH A O | COM | 831865209 | 31,420 | 528,694 | SH | DFND | 02 01 | 0 | 528,694 | 0 | |
SMUCKER J M CO | COM | 832696405 | 26 | 251 | SH | DFND | 0? | 251 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 846 | 58,217 | SH | DFND | 02 01 | 0 | 58,217 | 0 | |
SOCIEDAD QUIMICA MINERA DE C | SPON ADR SER B | 833635105 | 48,206 | 866,086 | SH | DFND | 02 01 | 0 | 786,086 | 80,000 | |
SONY CORP | ADR | 835699307 | 2,128 | 57,000 | SH | DFND | 2 | 0 | 57,000 | 0 | |
SPLUNK INC | COM | 848637104 | 3,643 | 54,844 | SH | DFND | 02 01 | 0 | 54,844 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 563 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 292,398 | 7,282,648 | SH | DFND | 02 01 | 0 | 6,677,648 | 605,000 | |
SUMMIT MATLS INC | CL A | 86614U100 | 98,146 | 3,064,202 | SH | DFND | 02 01 | 0 | 3,064,202 | 0 | |
SUN HYDRAULICS CORP | COM | 866942105 | 2,484 | 46,000 | SH | DFND | 2 | 0 | 46,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 1,016 | 29,000 | SH | DFND | 2 | 0 | 29,000 | 0 | |
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 3,585 | 89,621 | SH | DFND | 02 01 | 0 | 89,621 | 0 | |
SYNCHRONY FINL | COM | 87165B103 | 2,388 | 76,905 | SH | DFND | 02 01 | 0 | 76,905 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 93,233 | 2,482,896 | SH | DFND | 02 01 | 0 | 2,303,696 | 179,200 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 612 | 5,985 | SH | DFND | 2 | 0 | 5,985 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 89,322 | 2,649,724 | SH | DFND | 02 01 | 0 | 2,443,424 | 206,300 | |
TARGA RES CORP | COM | 87612G101 | 1,783 | 37,700 | SH | DFND | 2 | 0 | 37,700 | 0 | |
TELADOC INC | COM | 87918A105 | 48,263 | 1,455,900 | SH | DFND | 2 | 0 | 1,455,900 | 0 | |
TELEFLEX INC | COM | 879369106 | 33,184 | 137,140 | SH | DFND | 02 01 | 0 | 137,140 | 0 | |
TERRAFORM GLOBAL INC | CL A | 88104M101 | 11,613 | 2,444,797 | SH | DFND | 02 01 | 0 | 2,261,497 | 183,300 | |
TESARO INC | COM | 881569107 | 1,695 | 13,128 | SH | DFND | 02 01 | 0 | 13,128 | 0 | |
TESLA MOTORS INC | COM | 88160R101 | 546,446 | 1,602,011 | SH | DFND | 02 01 | 187,500 | 1,338,847 | 75,664 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 52,904 | 860,083 | SH | DFND | 02 01 | 0 | 860,083 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 4,867 | 920,000 | SH | DFND | 2 | 0 | 920,000 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 24,495 | 266,887 | SH | DFND | 02 01 | 3,000 | 263,887 | 0 | |
TILE SHOP HLDGS INC | COM | 88677Q109 | 762 | 60,000 | SH | DFND | 2 | 0 | 60,000 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 13,018 | 313,921 | SH | DFND | 02 01 | 0 | 313,921 | 0 | |
TORO CO | COM | 891092108 | 27,688 | 446,153 | SH | DFND | 02 01 | 0 | 446,153 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 6,995 | 313,100 | SH | DFND | 2 | 0 | 313,100 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 121,434 | 475,000 | SH | DFND | 2 | 0 | 475,000 | 0 | |
TRANSUNION | COM | 89400J107 | 40,841 | 864,169 | SH | DFND | 02 01 | 0 | 864,169 | 0 | |
TREEHOUSE FOODS INC | COM | 89469A104 | 59,735 | 881,956 | SH | DFND | 02 01 | 0 | 727,436 | 154,520 | |
TREX CO INC | COM | 89531P105 | 106,751 | 1,185,205 | SH | DFND | 02 01 | 0 | 1,125,205 | 60,000 | |
TRUECAR INC | COM | 89785L107 | 3,474 | 220,000 | SH | DFND | 2 | 0 | 220,000 | 0 | |
U S SILICA HLDGS INC | COM | 90346E103 | 997 | 32,100 | SH | DFND | 2 | 0 | 32,100 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 98,732 | 520,740 | SH | DFND | 02 01 | 0 | 520,740 | 0 | |
UNDER ARMOUR INC | CL A | 904311107 | 126,978 | 7,704,996 | SH | DFND | 02 01 | 0 | 7,126,996 | 578,000 | |
UNDER ARMOUR INC | CL C | 904311206 | 55,895 | 3,721,369 | SH | DFND | 02 01 | 0 | 3,407,186 | 314,183 | |
UNIVAR INC | COM | 91336L107 | 72,325 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
UNIVERSAL HEALTH SVCS INC | CL B | 913903100 | 12,512 | 112,785 | SH | DFND | 02 01 | 0 | 112,785 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,173,205 | 5,142,928 | SH | DFND | 02 01 | 0 | 4,490,928 | 652,000 | |
VALERO ENERGY CORP | COM | 91913Y100 | 1,008 | 13,100 | SH | DFND | 2 | 0 | 13,100 | 0 | |
VALERO ENERGY PARTNERS LP | COM UNT REP LP | 91914J102 | 33,800 | 773,100 | SH | DFND | 2 | 0 | 773,100 | 0 | |
VANTIV INC | CL A | 92210H105 | 57,911 | 821,784 | SH | DFND | 02 01 | 0 | 821,784 | 0 | |
VARONIS SYS INC | COM | 922280102 | 7,950 | 189,746 | SH | DFND | 02 01 | 0 | 189,746 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 2,757 | 48,882 | SH | DFND | 02 01 | 0 | 48,882 | 0 | |
VERISIGN INC | COM | 92343E102 | 72,757 | 683,869 | SH | DFND | 02 01 | 0 | 683,869 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 126,115 | 1,515,983 | SH | DFND | 02 01 | 0 | 1,515,983 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 4,528 | 29,783 | SH | DFND | 02 01 | 0 | 29,783 | 0 | |
VISA INC | COM CL A | 92826C839 | 18,740 | 178,073 | SH | DFND | 02 01 | 0 | 178,073 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 36,337 | 303,818 | SH | DFND | 02 01 | 0 | 303,818 | 0 | |
WABCO HLDGS INC | COM | 92927K102 | 15,317 | 103,492 | SH | DFND | 02 01 | 0 | 103,492 | 0 | |
WABTEC CORP | COM | 929740108 | 24,179 | 319,198 | SH | DFND | 02 01 | 0 | 319,198 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 141,669 | 2,025,000 | SH | DFND | 2 | 0 | 2,025,000 | 0 | |
WELBILT INC | COM | 949090104 | 36,880 | 1,600,000 | SH | DFND | 2 | 0 | 1,600,000 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 173,860 | 1,806,150 | SH | DFND | 02 01 | 0 | 1,705,650 | 100,500 | |
WESTLAKE CHEM PARTNERS LP | COM | 960417103 | 7,945 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
WEX INC | COM | 96208T104 | 50,499 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 78,747 | 510,581 | SH | DFND | 02 01 | 0 | 510,581 | 0 | |
WINGSTOP INC | COM | 974155103 | 33,582 | 1,010,000 | SH | DFND | 2 | 0 | 1,010,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 107,782 | 1,500,095 | SH | DFND | 02 01 | 0 | 1,447,595 | 52,500 | |
WPX ENERGY INC | COM | 98212B103 | 1,041 | 90,500 | SH | DFND | 2 | 0 | 90,500 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 28,535 | 270,709 | SH | DFND | 02 01 | 0 | 270,709 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 76,496 | 2,321,585 | SH | DFND | 02 01 | 0 | 2,157,085 | 164,500 | |
YEXT INC | COM | 98585N106 | 19,672 | 1,481,349 | SH | DFND | 2 | 0 | 1,481,349 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 83,284 | 3,738,080 | SH | DFND | 02 01 | 0 | 3,475,180 | 262,900 | |
ZILLOW GROUP INC | CL A | 98954M101 | 114,785 | 2,858,896 | SH | DFND | 02 01 | 0 | 2,858,896 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 29,847 | 742,287 | SH | DFND | 02 01 | 0 | 742,287 | 0 |