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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 206,255 2,454,541 SH   DFND 02 01 0 2,334,807 119,734
SMITH A O COM 831865209 35,965 565,579 SH   DFND 02 01 0 565,579 0
ABBVIE INC COM 00287Y109 64 681 SH   DFND 2 0 681 0
ACCELERON PHARMA INC COM 00434H108 2,221 56,815 SH   DFND 02 01 0 56,815 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 69 450 SH   DFND 2 0 450 0
ACTIVISION BLIZZARD INC COM 00507V109 9,899 146,732 SH   DFND 02 01 0 146,732 0
ACUITY BRANDS INC COM 00508Y102 41,757 300,000 SH   DFND 2 0 300,000 0
ACXIOM CORP COM 005125109 49,010 2,158,061 SH   DFND 02 01 0 2,158,061 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 5,319 222,566 SH   DFND 02 01 0 222,566 0
ADOBE SYS INC COM 00724F101 5,533 25,604 SH   DFND 02 01 0 25,604 0
AERIE PHARMACEUTICALS INC COM 00771V108 801 14,769 SH   DFND 2 0 14,769 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,927 28,808 SH   DFND 2 0 28,808 0
AIR LEASE CORP CL A 00912X302 100,634 2,361,182 SH   DFND 02 01 0 2,296,882 64,300
ALEXANDERS INC COM 014752109 71,696 188,064 SH   DFND 02 01 5,000 171,264 11,800
ALEXANDER & BALDWIN COM 014491104 4,626 200,000 SH   DFND 2 0 200,000 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 124,369 995,830 SH   DFND 02 01 0 913,830 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 272,388 1,484,078 SH   DFND 02 01 0 1,398,378 85,700
ALIGN TECHNOLOGY INC COM 016255101 29,252 116,483 SH   DFND 02 01 0 116,483 0
ALPHABET INC CL A 02079K305 3,862 3,724 SH   DFND 02 01 0 3,724 0
ALPHABET INC CL C 02079K107 30,512 29,572 SH   DFND 02 01 0 29,572 0
ALTAIR ENGR INC COM CL A 021369103 65,873 2,100,528 SH   DFND 02 01 0 2,009,528 91,000
AMAZON COM INC COM 023135106 107,026 73,947 SH   DFND 02 01 0 73,947 0
AMERICAN ASSETS TRUST INC COM 024013104 19,779 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 42 2,113 SH   DFND 02 01 0 2,113 0
AMERICAN TOWER CORP COM 03027X100 64,161 441,456 SH   DFND 02 01 0 441,456 0
AMERICOLD RLTY TR COM 03064D108 29,163 1,528,439 SH   DFND 2 0 1,528,439 0
ANAPTYSBIO INC COM 032724106 692 6,652 SH   DFND 2 0 6,652 0
ANDEAVOR (FKA TESORO CORP) COM 03349M105 1,981 19,700 SH   DFND 2 0 19,700 0
ANSYS INC COM 03662Q105 392,012 2,501,833 SH   DFND 02 01 0 2,325,133 176,700
APPLE INC COM 037833100 20,123 119,935 SH   DFND 02 01 0 119,935 0
ARCH CAP GROUP LTD ORD G0450A105 690,807 8,071,122 SH   DFND 02 01 0 7,750,122 321,000
ARGENX SE SPONSORED ADR 04016X101 11,946 148,511 SH   DFND 2 0 148,511 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 499 14,970 SH   DFND 02 01 0 14,970 0
ON ASSIGNMENT INC COM 682159108 148,211 1,810,100 SH   DFND 02 01 0 1,810,100 0
ASML HOLDING N V NY REG SHS N07059210 7,422 37,381 SH   DFND 02 01 0 37,381 0
ASPEN TECHNOLOGY INC COM 045327103 69,660 883,000 SH   DFND 2 0 883,000 0
AVALONBAY CMNTYS INC COM 053484101 53 324 SH   DFND 2 0 324 0
AXOGEN INC COM 05463X106 4,819 132,038 SH   DFND 2 0 132,038 0
BAIDU INC SPON ADR REP A 056752108 122,522 548,957 SH   DFND 02 01 0 513,698 35,259
BANCO MACRO SA SPON ADR B 05961W105 71,184 659,293 SH   DFND 02 01 0 615,416 43,877
BEACON ROOFING SUPPLY INC COM 073685109 52,381 987,019 SH   DFND 02 01 0 987,019 0
BENEFITFOCUS INC COM 08180D106 101,836 4,173,603 SH   DFND 02 01 0 3,889,903 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 299 1 SH   DFND 0? 1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 43,848 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 229,630 1,520,323 SH   DFND 02 01 0 1,425,823 94,500
BIOGEN IDEC INC COM 09062X103 4,708 17,193 SH   DFND 02 01 0 17,193 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 12,403 586,415 SH   DFND 02 01 0 547,918 38,497
BJS RESTAURANTS INC COM 09180C106 22,450 500,000 SH   DFND 2 0 500,000 0
BLACKBERRY LTD COM 09228F103 920 80,000 SH   DFND 2 0 80,000 0
BLACKROCK INC COM 09247X101 106 196 SH   DFND 2 0 196 0
BOOKING HLDGS INC COM 09857L108 73,912 35,528 SH   DFND 02 01 0 35,528 0
BOSTON PROPERTIES INC COM 101121101 5,849 47,467 SH   DFND 02 01 0 47,467 0
BOYD GAMING CORP COM 103304101 42,896 1,346,388 SH   DFND 02 01 0 1,346,388 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 345,172 3,461,414 SH   DFND 02 01 0 3,231,414 230,000
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 24,559 629,724 SH   DFND 02 01 0 629,724 0
BROOKS AUTOMATION INC COM 114340102 3,114 115,000 SH   DFND 2 0 115,000 0
BWX TECHNOLOGIES INC COM 05605H100 34,968 550,419 SH   DFND 02 01 0 550,419 0
CACTUS INC CL A 127203107 1,885 70,000 SH   DFND 2 0 70,000 0
CAMPING WORLD HLDGS INC CL A 13462K109 77,706 2,409,500 SH   DFND 02 01 0 2,375,500 34,000
CANTEL MEDICAL CORP COM 138098108 57,376 515,000 SH   DFND 2 0 515,000 0
CARMAX INC COM 143130102 16,220 261,871 SH   DFND 02 01 0 261,871 0
CBOE HLDGS INC COM 12503M108 24,030 210,601 SH   DFND 2 0 210,601 0
CBRE GROUP INC CL A 12504L109 87,856 1,860,557 SH   DFND 02 01 0 1,860,557 0
CDW CORP COM 12514G108 26,113 371,391 SH   DFND 02 01 0 371,391 0
CERUS CORP COM 157085101 5,157 941,000 SH   DFND 2 0 941,000 0
CHOICE HOTELS INTL INC COM 169905106 388,510 4,847,282 SH   DFND 02 01 20,000 4,282,382 544,900
CHURCH & DWIGHT INC COM 171340102 61,236 1,215,968 SH   DFND 02 01 0 1,112,968 103,000
CIMPRESS N V SHS EURO N20146101 2,320 15,000 SH   DFND 2 0 15,000 0
CISION LTD SHS G1992S109 81,527 7,046,447 SH   DFND 02 01 0 7,046,447 0
CLOUDERA INC COM 18914U100 699 32,413 SH   DFND 2 0 32,413 0
CME GROUP INC COM 12572Q105 8,131 50,271 SH   DFND 02 01 0 50,271 0
COGNEX CORP COM 192422103 96,181 1,850,000 SH   DFND 2 0 1,850,000 0
COHEN & STEERS INC COM 19247A100 108,669 2,672,616 SH   DFND 02 01 0 2,355,416 317,200
COHERENT INC COM 192479103 4,366 23,300 SH   DFND 2 0 23,300 0
COMMERCEHUB INC COM SER C 20084V306 1,999 88,900 SH   DFND 02 01 0 88,900 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 19,487 129,630 SH   DFND 02 01 0 129,630 0
COPA HOLDINGS SA CL A P31076105 61,030 474,459 SH   DFND 02 01 0 443,159 31,300
COSTAR GROUP INC COM 22160N109 917,595 2,530,041 SH   DFND 02 01 0 2,369,880 160,161
COSTCO WHSL CORP NEW COM 22160K105 43 227 SH   DFND 2 0 227 0
CROWN CASTLE INTL CORP NEW COM 22822V101 90 824 SH   DFND 2 0 824 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,752 144,838 SH   DFND 02 01 0 144,838 0
CYRUSONE INC COM 23283R100 6 124 SH   DFND 2 0 124 0
DANAHER CORP DEL COM 235851102 83 849 SH   DFND 2 0 849 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 38 683 SH   DFND 2 0 683 0
DENALI THERAPEUTICS INC COM 24823R105 17,987 913,525 SH   DFND 02 01 0 848,525 65,000
DEVON ENERGY CORP NEW COM 25179M103 563 17,700 SH   DFND 2 0 17,700 0
DEXCOM INC COM 252131107 22,322 301,000 SH   DFND 02 01 0 301,000 0
DICKS SPORTING GOODS INC COM 253393102 30,818 879,265 SH   DFND 02 01 0 812,265 67,000
DIGITAL RLTY TR INC COM 253868103 16,023 152,047 SH   DFND 02 01 0 152,047 0
DOUGLAS EMMETT INC COM 25960P109 223,708 6,085,623 SH   DFND 02 01 0 5,615,623 470,000
DROPBOX INC CL A 26210C104 6,250 200,000 SH   DFND 02 01 0 200,000 0
DUKE REALTY CORP COM NEW 264411505 42 1,577 SH   DFND 2 0 1,577 0
EAGLE MATERIALS INC COM 26969P108 13,350 129,546 SH   DFND 02 01 0 129,546 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,185 37,161 SH   DFND 02 01 0 37,161 0
ELECTRONIC ARTS INC COM 285512109 8,881 73,249 SH   DFND 02 01 0 73,249 0
ELLIE MAE INC COM 28849P100 7,312 79,528 SH   DFND 02 01 0 72,670 6,858
EMERALD EXPOSITIONS EVENTS INC COM 29103B100 26,298 1,350,000 SH   DFND 2 0 1,350,000 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,369 45,000 SH   DFND 2 0 45,000 0
ENCANA CORP COM 292505104 5,604 509,489 SH   DFND 2 0 509,489 0
ENERGY TRASNFER EQUITY L P COM UT LTD PTN 29273V100 1,187 83,500 SH   DFND 2 0 83,500 0
ENVESTNET INC COM 29404K106 5,639 98,410 SH   DFND 02 01 0 98,410 0
EOG RES INC COM 26875P101 1,555 14,768 SH   DFND 2 0 14,768 0
EPAM SYS INC COM 29414B104 8,280 72,306 SH   DFND 02 01 0 72,306 0
EQT CORP COM 26884L109 990 20,834 SH   DFND 2 0 20,834 0
EQUINIX INC COM 29444U700 121,375 290,274 SH   DFND 02 01 0 290,274 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 43 488 SH   DFND 2 0 488 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 39 633 SH   DFND 2 0 633 0
ESCO TECHNOLOGIES INC COM 296315104 4,192 71,600 SH   DFND 2 0 71,600 0
ESPERION THERAPEUTICS INC COM 29664W105 1,801 24,900 SH   DFND 2 0 24,900 0
ESSENT GROUP LTD COM G3198U102 33,438 785,661 SH   DFND 02 01 0 720,161 65,500
ESSEX PPTY TR INC COM 297178105 21 89 SH   DFND 2 0 89 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,133 415,000 SH   DFND 2 0 415,000 0
EXPEDIA INC DEL COM 30212P303 44,051 398,978 SH   DFND 02 01 0 398,978 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 24,699 1,249,339 SH   DFND 02 01 0 1,249,339 0
FACEBOOK INC. CL A 30303M102 18,136 113,498 SH   DFND 02 01 0 113,498 0
FACTSET RESH SYS INC COM 303075105 579,384 2,905,347 SH   DFND 02 01 0 2,756,201 149,146
FASTENAL CO COM 311900104 73,137 1,339,752 SH   DFND 02 01 0 1,339,752 0
FINANCIAL ENGINES INC COM 317485100 157,012 4,486,047 SH   DFND 02 01 0 4,208,047 278,000
FIRST REP BK SAN FRAN CALI N COM 33616C100 46,929 506,738 SH   DFND 02 01 0 506,738 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 329 23,105 SH   DFND 02 01 0 23,105 0
FLEETCOR TECHNOLOGIES INC COM 339041105 104,836 517,707 SH   DFND 02 01 0 517,707 0
FLEXION THERAPEUTICS INC COM 33938J106 3,951 176,300 SH   DFND 2 0 176,300 0
FLOOR & DECOR HLDGS INC CL A 339750101 53,210 1,020,922 SH   DFND 02 01 0 1,020,922 0
FLOTEK INDUSTRIES INC DEL COM 343389102 2,035 333,539 SH   DFND 2 0 333,539 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 77,600 848,734 SH   DFND 02 01 0 790,216 58,518
FORESCOUT TECHNOLOGIES INC COM 34553D101 4,704 145,000 SH   DFND 2 0 145,000 0
FORESTAR GROUP INC COM 346232101 4,762 225,165 SH   DFND 02 01 0 225,165 0
FOUNDATION MEDICINE INC COM 350465100 2,288 29,058 SH   DFND 2 0 29,058 0
GAMING & LEISURE PPTYS INC COM 36467J108 348,150 10,401,848 SH   DFND 02 01 0 9,702,198 699,650
GARTNER INC COM 366651107 815,398 6,932,476 SH   DFND 02 01 0 6,666,876 265,600
GCI LIBERTY INC COM CLASS A 36164V305 35,274 667,318 SH   DFND 02 01 0 667,318 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 36,312 1,250,000 SH   DFND 2 0 1,250,000 0
GDS HLDGS LTD SPONSORED ADR 36165L108 5,490 200,000 SH   DFND 02 01 0 200,000 0
GEMPHIRE THERAPEUTICS INC COM 36870A108 3,324 510,649 SH   DFND 02 01 0 510,649 0
GGP INC COM 36174X101 24 1,157 SH   DFND 2 0 1,157 0
GLOBANT S A COM L44385109 1,172 22,747 SH   DFND 2 0 22,747 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,663 170,435 SH   DFND 2 0 170,435 0
GTT COMMUNICATIONS INC COM 362393100 141,750 2,500,000 SH   DFND 2 0 2,500,000 0
GUIDEWIRE SOFTWARE INC COM 40171V100 519,417 6,426,048 SH   DFND 02 01 0 6,192,048 234,000
HALLIBURTON CO COM 406216101 2,267 48,296 SH   DFND 2 0 48,296 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,384 14,014 SH   DFND 2 0 14,014 0
HEALTHEQUITY INC COM 42226A107 72,876 1,203,771 SH   DFND 02 01 0 1,203,771 0
HEICO CORP NEW CL A 422806208 618 8,710 SH   DFND 1 0 8,710 0
HILTON GRAND VACATIONS INC COM 43283X105 21,376 496,889 SH   DFND 02 01 0 496,889 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 23,734 301,342 SH   DFND 02 01 0 301,342 0
HOME DEPOT INC COM 437076102 46,556 261,196 SH   DFND 02 01 2,000 259,196 0
HOST HOTELS & RESORTS INC COM 44107P104 78 4,175 SH   DFND 2 0 4,175 0
HOULIHAN LOKEY INC CL A 441593100 45,456 1,019,189 SH   DFND 02 01 0 980,124 39,065
HUDSON LTD COM CL A G46408103 44,309 2,785,000 SH   DFND 2 0 2,785,000 0
HUDSON PAC PPTYS INC COM 444097109 54 1,666 SH   DFND 2 0 1,666 0
HYATT HOTELS CORP COM CL A 448579102 360,126 4,722,351 SH   DFND 02 01 0 4,372,351 350,000
ICHOR HOLDINGS SHS G4740B105 2,905 120,000 SH   DFND 2 0 120,000 0
ICON PLC SHS G4705A100 95,008 804,200 SH   DFND 02 01 0 804,200 0
IDEX CORP COM 45167R104 64,937 455,663 SH   DFND 02 01 0 455,663 0
IDEXX LABS INC COM 45168D104 855,821 4,471,606 SH   DFND 02 01 0 4,255,706 215,900
ILLINOIS TOOL WKS INC COM 452308109 61 389 SH   DFND 2 0 389 0
ILLUMINA INC COM 452327109 99,434 420,580 SH   DFND 02 01 0 420,580 0
INOGEN INC COM 45780L104 2,088 17,000 SH   DFND 2 0 17,000 0
INSTALLED BLDG PRODS INC COM 45780R101 48,040 800,000 SH   DFND 2 0 800,000 0
INTERSECT ENT INC COM 46071F103 2,830 72,000 SH   DFND 2 0 72,000 0
INTERXION HOLDING N.V SHS N47279109 69,803 1,123,855 SH   DFND 02 01 0 1,123,855 0
INTUITIVE SURGICAL INC COM 46120E602 11,740 28,439 SH   DFND 02 01 0 28,439 0
INVITATION HOMES INC COM 46187W107 14,557 637,618 SH   DFND 02 01 0 637,618 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 103,923 9,237,593 SH   DFND 02 01 0 8,326,882 910,711
JD COM INC SPON ADR CL A 47215P106 1,628 40,203 SH   DFND 2 0 40,203 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 87,692 773,300 SH   DFND 02 01 0 773,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 79 4,522 SH   DFND 2 0 4,522 0
KILROY RLTY CORP COM 49427F108 55 770 SH   DFND 2 0 770 0
KINSALE CAP GROUP INC COM 49714P108 71,532 1,393,563 SH   DFND 02 01 0 1,270,322 123,241
KORNIT DIGITAL LTD SHS M6372Q113 2,296 178,000 SH   DFND 2 0 178,000 0
LAMAR ADVERTISING CO NEW CL A 512816109 25 395 SH   DFND 2 0 395 0
LENDINGTREE INC COM 52603B107 34,029 103,699 SH   DFND 02 01 0 94,410 9,289
LENNAR CORP CL A 526057104 18,378 311,809 SH   DFND 02 01 0 311,809 0
LIBERTY BROADBAND CORP COM SER A 530307107 8,480 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 25,707 300,000 SH   DFND 2 0 300,000 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 22,390 570,000 SH   DFND 2 0 570,000 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 4,833 165,000 SH   DFND 2 0 165,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 23,137 750,000 SH   DFND 2 0 750,000 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 253 15,000 SH   DFND 2 0 15,000 0
LITTELFUSE INC COM 537008104 73,940 355,175 SH   DFND 02 01 0 340,175 15,000
LOMA NEGRA CORP SPONSORED ADS 54150E104 56,953 2,671,358 SH   DFND 02 01 0 2,505,943 165,415
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 863 52,000 SH   DFND 2 0 52,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 270,879 14,108,265 SH   DFND 02 01 0 12,849,542 1,258,723
MANHATTAN ASSOCS INC COM 562750109 2,280 54,450 SH   DFND 1 0 54,450 0
MARKETAXESS HLDGS INC COM 57060D108 59,725 274,675 SH   DFND 02 01 0 274,675 0
MARRIOTT INTL INC CL A 571903202 14,358 105,590 SH   DFND 02 01 0 105,590 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 287,765 2,160,400 SH   DFND 02 01 0 1,972,200 188,200
MARTIN MARIETTA MATLS INC COM 573284106 22,670 109,360 SH   DFND 02 01 0 109,360 0
MASCO CORP COM 574599106 12,215 302,057 SH   DFND 02 01 0 302,057 0
MASONITE INTERNATIONAL CORP COM 575385109 42,941 699,939 SH   DFND 02 01 0 699,939 0
MASTERCARD INC CL A 57636Q104 23,152 132,176 SH   DFND 02 01 0 132,176 0
MAXIMUS INC COM 577933104 185,753 2,783,233 SH   DFND 02 01 0 2,584,033 199,200
MELLANOX TECHNOLOGIES LTD SHS M51363113 8,451 116,011 SH   DFND 02 01 0 116,011 0
MERCURY SYS INC COM 589378108 53,249 1,102,000 SH   DFND 2 0 1,102,000 0
METTLER TOLEDO INTERNATIONAL COM 592688105 344,260 598,681 SH   DFND 02 01 0 580,714 17,967
MGM GROWTH PPTYS LLC CL A COM 55303A105 24,820 935,208 SH   DFND 02 01 0 935,208 0
MGM RESORTS INTERNATIONAL COM 552953101 39,102 1,116,570 SH   DFND 02 01 0 1,116,570 0
MICROSOFT CORP COM 594918104 16,743 183,448 SH   DFND 02 01 0 183,448 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 3,280 494,000 SH   DFND 2 0 494,000 0
MOELIS & CO CL A 60786M105 96,392 1,895,615 SH   DFND 02 01 0 1,815,615 80,000
MOHAWK INDUSTRIES INC COM 608190104 35,616 153,373 SH   DFND 02 01 0 153,373 0
MOMO INC ADR 60879B107 33,958 908,466 SH   DFND 02 01 0 847,741 60,725
MONSANTO CO NEW COM 61166W101 909 7,792 SH   DFND 2 0 7,792 0
MORNINGSTAR INC COM 617700109 140,942 1,475,522 SH   DFND 02 01 0 1,334,422 141,100
MPLX LP COM UNIT REP LTP 55336V100 889 26,900 SH   DFND 2 0 26,900 0
MSCI INC CL A 55354G100 333,115 2,228,644 SH   DFND 02 01 0 2,047,644 181,000
MSG NETWORK INC CL A 553573106 16,950 750,000 SH   DFND 2 0 750,000 0
MYRIAD GENETICS INC COM 62855J104 7,092 240,000 SH   DFND 2 0 240,000 0
NCS MULTISTAGE HLDGS INC COM 628877102 1,021 68,100 SH   DFND 2 0 68,100 0
NEOGEN CORP COM 640491106 39,711 592,794 SH   DFND 2 0 530,117 62,677
NETFLIX INC COM 64110L106 6,750 22,853 SH   DFND 02 01 0 22,853 0
NEVRO CORP COM 64157F103 2,626 30,300 SH   DFND 2 0 30,300 0
NEWFIELD EXPL CO COM 651290108 369 15,100 SH   DFND 2 0 15,100 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 3,281 70,372 SH   DFND 2 0 70,372 0
NORDSON CORP COM 655663102 34,085 250,000 SH   DFND 2 0 250,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 54,993 1,038,195 SH   DFND 02 01 0 1,038,195 0
NOVANTA INC COM 67000B104 7,244 138,900 SH   DFND 2 0 138,900 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 76,501 1,931,845 SH   DFND 02 01 0 1,780,945 150,900
OKTA INC CL A 679295105 739 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 32,325 536,076 SH   DFND 02 01 0 492,953 43,123
ORION ENGINEERED CARBONS S A COM L72967109 27,100 1,000,000 SH   DFND 2 0 1,000,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 98,370 2,567,064 SH   DFND 02 01 0 2,416,414 150,650
PARK HOTELS RESORTS INC COM 700517105 11,210 414,861 SH   DFND 02 01 0 414,861 0
PARSLEY ENERGY INC CL A 701877102 4,108 141,700 SH   DFND 2 0 141,700 0
PARTY CITY HOLDCO INC COM 702149105 48,282 3,095,000 SH   DFND 2 0 3,095,000 0
PBF LOGISTICS LP UNIT LTD PTNR 69318Q104 14,760 800,000 SH   DFND 2 0 800,000 0
PEBBLEBROOK HOTEL TR COM 70509V100 40 1,170 SH   DFND 2 0 1,170 0
PEGASYSTEMS INC COM 705573103 72,675 1,198,271 SH   DFND 02 01 0 1,198,271 0
PENN NATL GAMING INC COM 707569109 170,210 6,481,736 SH   DFND 02 01 0 6,009,165 472,571
PERFORMANCE FOOD GROUP CO COM 71377A103 46,924 1,572,000 SH   DFND 02 01 0 1,455,100 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 94,374 6,674,235 SH   DFND 02 01 0 6,221,816 452,419
PINNACLE ENTMT INC COM 72348Y105 129,492 4,294,916 SH   DFND 02 01 0 3,743,916 551,000
PLANET FITNESS INC CL A 72703H101 22,662 600,000 SH   DFND 2 0 600,000 0
PRA HEALTH SCIENCES INC COM 69354M108 79,174 954,364 SH   DFND 02 01 0 954,364 0
PRIMERICA INC COM 74164M108 249,332 2,581,081 SH   DFND 02 01 0 2,350,081 231,000
PROLOGIS INC COM 74340W103 15,702 249,285 SH   DFND 02 01 0 249,285 0
PROOFPOINT INC COM 743424103 3,605 31,716 SH   DFND 02 01 0 31,716 0
QAD INC CL A 74727D306 2,082 50,000 SH   DFND 2 0 50,000 0
QAD INC CL B 74727D207 929 29,661 SH   DFND 2 0 29,661 0
QUALCOMM INC COM 747525103 222 4,000 SH   DFND 0? 4,000 0 0
QUALYS INC COM 74758T303 54,562 750,000 SH   DFND 2 0 750,000 0
QUOTIENT TECHNOLOGY INC COM 749119103 2,358 180,000 SH   DFND 2 0 180,000 0
RAVEN INDS INC COM 754212108 11,111 317,000 SH   DFND 2 0 317,000 0
RAYONIER INC COM 754907103 46 1,303 SH   DFND 2 0 1,303 0
RBC BEARINGS INC COM 75524B104 37,260 300,000 SH   DFND 2 0 300,000 0
RED HAT INC COM 756577102 6,695 44,781 SH   DFND 02 01 0 44,781 0
RED ROCK RESORTS INC CL A 75700L108 232,681 7,946,758 SH   DFND 02 01 0 7,733,758 213,000
REV GROUP INC COM 749527107 25,950 1,250,000 SH   DFND 2 0 1,250,000 0
REXFORD INDL RLTY INC COM 76169C100 8,679 301,459 SH   DFND 02 01 0 301,459 0
ROBERT HALF INTL INC COM 770323103 6,291 108,670 SH   DFND 1 42,000 66,670 0
ROCKWELL AUTOMATION INC COM 773903109 34 194 SH   DFND 2 0 194 0
ROLLINS INC COM 775711104 36,198 709,346 SH   DFND 02 01 0 709,346 0
ROPER INDUSTRIES INC NEW COM 776696106 71,359 254,228 SH   DFND 02 01 0 254,228 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 13,922 118,240 SH   DFND 02 01 0 118,240 0
RSP PERMIAN INC COM 74978Q105 4,754 101,400 SH   DFND 2 0 101,400 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 2,736 22,275 SH   DFND 2 0 22,275 0
S&P GLOBAL INC COM 78409V104 4,787 25,054 SH   DFND 02 01 0 25,054 0
SAGE THERAPEUTICS INC COM 78667J108 29,518 183,263 SH   DFND 02 01 0 183,263 0
SALESFORCE.COM INC COM 79466L302 3,805 32,720 SH   DFND 02 01 0 32,720 0
SANCHEZ PRODTN PARTNER COM UNIT REPSTG 79971C201 1,126 108,800 SH   DFND 2 0 108,800 0
SASOL LTD SPONSORED ADR 803866300 24,229 711,981 SH   DFND 02 01 0 662,952 49,029
SBA COMMUNICATIONS CORP COM 78410G104 209,013 1,222,873 SH   DFND 02 01 0 1,222,873 0
SELECT ENERGY SVCS INC CL A COM 81617J301 408 32,300 SH   DFND 2 0 32,300 0
SERVICENOW INC COM 81762P102 7,426 44,885 SH   DFND 02 01 0 44,885 0
SHUTTERFLY INC COM 82568P304 81,250 1,000,000 SH   DFND 2 0 1,000,000 0
SIENTRA INC COM 82621J105 5,681 588,100 SH   DFND 2 0 588,100 0
SIMON PPTY GROUP INC NEW COM 828806109 42 269 SH   DFND 2 0 269 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 122,047 1,584,206 SH   DFND 02 01 0 1,584,206 0
SL GREEN RLTY CORP COM 78440X101 20,961 216,476 SH   DFND 02 01 0 216,476 0
SMART & FINAL STORES INC COM 83190B101 222 40,000 SH   DFND 2 0 40,000 0
SNAP INC CL A 83304A106 3,003 189,217 SH   DFND 02 01 0 189,217 0
SONY CORP ADR 835699307 2,054 42,500 SH   DFND 2 0 42,500 0
SPLUNK INC COM 848637104 5,286 53,720 SH   DFND 02 01 0 53,720 0
SPROUTS FMRS MKT INC COM 85208M102 704 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 344,577 6,423,877 SH   DFND 02 01 0 5,941,877 482,000
STAMPS COM INC COM NEW 852857200 3,311 16,468 SH   DFND 02 01 0 16,468 0
SUMMIT MATLS INC CL A 86614U100 96,344 3,181,761 SH   DFND 02 01 0 3,181,761 0
SUN HYDRAULICS CORP COM 866942105 13,390 250,000 SH   DFND 2 0 250,000 0
SUNCOR ENERGY INC NEW COM 867224107 2,055 59,500 SH   DFND 2 0 59,500 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 38 2,499 SH   DFND 2 0 2,499 0
SYNCHRONY FINL COM 87165B103 2,871 85,623 SH   DFND 02 01 0 85,623 0
SYNEOS HEALTH INC CL A 87166B102 14,200 400,000 SH   DFND 2 0 400,000 0
PRICE T ROWE GROUP INC COM 74144T108 38,516 356,726 SH   DFND 02 01 4,000 352,726 0
TABULA RASA HEALTHCARE INC COM 873379101 2,134 55,000 SH   DFND 2 0 55,000 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 115,753 2,645,176 SH   DFND 02 01 0 2,470,176 175,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,535 15,699 SH   DFND 2 0 15,699 0
TAL ED GROUP ADS REPSTG COM 874080104 88,824 2,394,823 SH   DFND 02 01 0 2,242,523 152,300
TARGA RES CORP COM 87612G101 1,157 26,300 SH   DFND 2 0 26,300 0
TAUBMAN CTRS INC COM 876664103 4,594 80,717 SH   DFND 02 01 0 80,717 0
TE CONNECTIVITY LTD REG SHS H84989104 108 1,084 SH   DFND 2 0 1,084 0
TELADOC INC COM 87918A105 78,101 1,938,000 SH   DFND 2 0 1,938,000 0
TELEFLEX INC COM 879369106 48,463 190,065 SH   DFND 02 01 0 190,065 0
TESLA MOTORS INC COM 88160R101 441,107 1,657,488 SH   DFND 02 01 225,000 1,356,824 75,664
TEXAS INSTRS INC COM 882508104 29 282 SH   DFND 2 0 282 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 69,570 3,258,535 SH   DFND 02 01 0 2,988,535 270,000
SCHWAB CHARLES CORP NEW COM 808513105 339,835 6,507,760 SH   DFND 02 01 187,250 6,091,510 229,000
CHEESECAKE FACTORY INC COM 163072101 44,603 925,000 SH   DFND 2 0 925,000 0
COOPER COS INC COM NEW 216648402 42,016 183,628 SH   DFND 02 01 0 183,628 0
LAUDER ESTEE COS INC CL A 518439104 32 211 SH   DFND 2 0 211 0
GOLDMAN SACHS GROUP INC COM 38141G104 201 800 SH   DFND 0? 800 0 0
SMUCKER J M CO COM 832696405 31 251 SH   DFND 0? 251 0 0
KEYW HOLDING CORP COM 493723100 4,962 631,294 SH   DFND 2 0 631,294 0
MADISON SQUARE GARDEN CO CL A 55825T103 55,305 225,000 SH   DFND 2 0 225,000 0
MIDDLEBY CORP COM 596278101 71,795 579,971 SH   DFND 02 01 0 544,471 35,500
PROCTER & GAMBLE CO COM 742718109 142 1,796 SH   DFND 0? 1,796 0 0
SHERWIN WILLIAMS CO COM 824348106 23,374 59,609 SH   DFND 02 01 0 59,609 0
TORO CO COM 891092108 34,750 556,444 SH   DFND 02 01 0 556,444 0
THE TRADE DESK INC COM CL A 88339J105 50,197 1,011,626 SH   DFND 02 01 0 1,011,626 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 129,253 530,376 SH   DFND 02 01 0 530,376 0
THERAPEUTICSMD INC COM 88338N107 4,870 1,000,000 SH   DFND 2 0 1,000,000 0
TIFFANY & CO NEW COM 886547108 26,062 266,867 SH   DFND 02 01 3,000 263,867 0
TPI COMPOSITES INC COM 87266J104 9,263 412,600 SH   DFND 2 0 412,600 0
TRANSDIGM GROUP INC COM 893641100 122,776 400,000 SH   DFND 2 0 400,000 0
TRANSUNION COM 89400J107 66,198 1,165,871 SH   DFND 02 01 0 1,165,871 0
TREX CO INC COM 89531P105 114,720 1,054,704 SH   DFND 02 01 0 1,000,304 54,400
U S SILICA HLDGS INC COM 90346E103 794 31,100 SH   DFND 2 0 31,100 0
UNDER ARMOUR INC CL A 904311107 55,521 3,395,761 SH   DFND 02 01 0 3,264,761 131,000
UNDER ARMOUR INC CL C 904311206 517 36,000 SH   DFND 2 0 36,000 0
UNITEDHEALTH GROUP INC COM 91324P102 117 548 SH   DFND 2 0 548 0
UNIVAR INC COM 91336L107 76,312 2,750,000 SH   DFND 2 0 2,750,000 0
VAIL RESORTS INC COM 91879Q109 1,102,876 4,974,631 SH   DFND 02 01 0 4,385,431 589,200
VALERO ENERGY CORP COM 91913Y100 1,169 12,600 SH   DFND 2 0 12,600 0
VALERO ENERGY PARTNERS LP COM UNT REP LP 91914J102 694 19,600 SH   DFND 2 0 19,600 0
VARONIS SYS INC COM 922280102 10,171 168,111 SH   DFND 02 01 0 168,111 0
VEEVA SYS INC CL A COM 922475108 39,194 536,762 SH   DFND 02 01 0 536,762 0
VERISIGN INC COM 92343E102 81,074 683,819 SH   DFND 02 01 0 683,819 0
VERISK ANALYTICS INC CL A 92345Y106 157,057 1,510,160 SH   DFND 02 01 0 1,510,160 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,127 62,137 SH   DFND 02 01 0 62,137 0
VISA INC COM CL A 92826C839 17,896 149,606 SH   DFND 02 01 0 149,606 0
VORNADO RLTY TR SH BEN INT 929042109 54 807 SH   DFND 2 0 807 0
VULCAN MATLS CO COM 929160109 52,799 462,462 SH   DFND 02 01 0 462,462 0
WABCO HLDGS INC COM 92927K102 13,853 103,482 SH   DFND 02 01 0 103,482 0
WASTE CONNECTIONS INC COM 94106B101 139,893 1,950,000 SH   DFND 2 0 1,950,000 0
WATERS CORP COM 941848103 33,466 168,468 SH   DFND 02 01 0 168,468 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 150,824 1,708,284 SH   DFND 02 01 0 1,625,284 83,000
WESTLAKE CHEM PARTNERS LP COM 960417103 7,822 350,000 SH   DFND 2 0 350,000 0
WEX INC COM 96208T104 70,479 450,000 SH   DFND 2 0 450,000 0
WEYERHAEUSER CO COM 962166104 56 1,605 SH   DFND 2 0 1,605 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 73,321 481,772 SH   DFND 02 01 0 481,772 0
WINGSTOP INC COM 974155103 45,341 960,000 SH   DFND 2 0 960,000 0
WIX COM LTD SHS M98068105 144,629 1,818,087 SH   DFND 02 01 0 1,765,587 52,500
WORLDPAY INC CL A 981558109 72,439 880,829 SH   DFND 02 01 0 880,829 0
WPX ENERGY INC COM 98212B103 1,589 107,500 SH   DFND 2 0 107,500 0
WYNDHAM WORLDWIDE CORP COM 98310W108 25,556 223,337 SH   DFND 02 01 0 223,337 0
YANDEX N V SHS CLASS A N97284108 99,662 2,526,277 SH   DFND 02 01 0 2,362,277 164,000
YEXT INC COM 98585N106 23,771 1,879,163 SH   DFND 2 0 1,879,163 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 93,086 4,305,552 SH   DFND 02 01 0 4,024,752 280,800
ZAI LAB LTD ADR 98887Q104 1,452 68,000 SH   DFND 2 0 68,000 0
ZILLOW GROUP INC CL A 98954M101 139,070 2,575,376 SH   DFND 02 01 0 2,575,376 0
ZILLOW GROUP INC CL C CAP STK 98954M200 39,353 731,466 SH   DFND 02 01 0 731,466 0
ZSCALER INC COM 98980G102 1,965 70,000 SH   DFND 2 0 70,000 0