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 210,588 2,520,202 SH   DFND 01 02 0 2,385,468 134,734
SMITH A O COM 831865209 33,526 566,803 SH   DFND 01 02 0 566,803 0
ABBVIE INC COM 00287Y109 70 754 SH   DFND 2 0 754 0
ACCELERON PHARMA INC COM 00434H108 3,245 66,878 SH   DFND 01 02 0 66,878 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 92 564 SH   DFND 2 0 564 0
ACTIVISION BLIZZARD INC COM 00507V109 12,821 167,996 SH   DFND 01 02 0 167,996 0
ACXIOM CORP COM 005125109 70,257 2,345,821 SH   DFND 01 02 0 2,345,821 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 5,429 210,184 SH   DFND 01 02 0 210,184 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 4,100 345,369 SH   DFND 2 0 345,369 0
ADOBE SYS INC COM 00724F101 7,157 29,354 SH   DFND BC 01 02 0 29,354 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,693 25,068 SH   DFND 2 0 25,068 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,279 36,852 SH   DFND 2 0 36,852 0
AIR LEASE CORP CL A 00912X302 99,099 2,361,182 SH   DFND 01 02 0 2,296,882 64,300
ALBANY INTL CORP CL A 012348108 392 6,519 SH   DFND 2 0 5,969 550
ALEXANDERS INC COM 014752109 69,013 180,364 SH   DFND 01 02 5,000 163,864 11,500
ALEXANDER & BALDWIN COM 014491104 4,700 200,000 SH   DFND 2 0 200,000 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 125,624 995,671 SH   DFND 01 02 0 913,671 82,000
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 267,971 1,444,352 SH   DFND BC 01 02 0 1,367,026 77,326
ALIGN TECHNOLOGY INC COM 016255101 55,308 161,653 SH   DFND 01 02 0 161,653 0
ALPHABET INC CL A 02079K305 4,212 3,730 SH   DFND 01 02 0 3,730 0
ALPHABET INC CL C 02079K107 37,602 33,704 SH   DFND 01 02 0 33,704 0
ALTAIR ENGR INC COM CL A 021369103 71,796 2,100,528 SH   DFND 01 02 0 2,009,528 91,000
AMAZON COM INC COM 023135106 134,065 78,871 SH   DFND BC 01 02 0 78,871 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 68,959 4,139,193 SH   DFND 01 02 0 3,892,000 247,193
AMERICAN ASSETS TRUST INC COM 024013104 22,668 592,000 SH   DFND 2 0 523,162 68,838
AMERICAN HOMES 4 RENT CL A 02665T306 13,491 608,258 SH   DFND 01 02 0 608,258 0
AMERICAN TOWER CORP COM 03027X100 63,645 441,456 SH   DFND 01 02 0 441,456 0
AMERICOLD RLTY TR COM 03064D108 40,845 1,854,922 SH   DFND 2 0 1,854,922 0
ANAPTYSBIO INC COM 032724106 105 1,483 SH   DFND 1 0 1,483 0
ANDEAVOR (FKA TESORO CORP) COM 03349M105 2,138 16,300 SH   DFND 2 0 16,300 0
ANSYS INC COM 03662Q105 433,898 2,491,091 SH   DFND 01 02 0 2,314,391 176,700
APPLE INC COM 037833100 24,649 133,157 SH   DFND 01 02 0 133,157 0
AQUANTIA CORP COM 03842Q108 2,384 205,900 SH   DFND 2 0 205,900 0
ARCH CAP GROUP LTD ORD G0450A105 620,597 23,454,157 SH   DFND 01 02 0 22,503,157 951,000
ARGENX SE SPONSORED ADR 04016X101 14,867 179,428 SH   DFND 2 0 179,428 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 180 5,970 SH   DFND 1 0 5,970 0
ON ASSIGNMENT INC COM 682159108 133,713 1,710,100 SH   DFND 01 02 0 1,710,100 0
ASML HOLDING N V NY REG SHS N07059210 8,057 40,697 SH   DFND 01 02 0 40,697 0
ASPEN TECHNOLOGY INC COM 045327103 77,067 831,000 SH   DFND 2 0 831,000 0
ASTRAZENECA PLC SPONSORED ADR 046353108 4,582 130,500 SH   DFND 2 0 130,500 0
AVALARA INC COM 05338G106 16,011 300,000 SH   DFND 2 0 300,000 0
AVALONBAY CMNTYS INC COM 053484101 75 436 SH   DFND 2 0 436 0
AXOGEN INC COM 05463X106 6,635 132,038 SH   DFND 2 0 132,038 0
BAIDU INC SPON ADR REP A 056752108 115,970 477,242 SH   DFND 01 02 0 448,802 28,440
BANCO MACRO SA SPON ADR B 05961W105 32,461 552,149 SH   DFND 01 02 0 517,709 34,440
BEACON ROOFING SUPPLY INC COM 073685109 21,570 506,107 SH   DFND 01 02 0 506,107 0
BENEFITFOCUS INC COM 08180D106 140,201 4,172,649 SH   DFND 01 02 0 3,888,949 283,700
BERKSHIRE HATHAWAY INC DEL CL A 084670108 282 1 SH   DFND   1 0 0
BERRY GLOBAL GROUP INC COM 08579W103 36,752 800,000 SH   DFND 2 0 800,000 0
BIO TECHNE CORP COM 09073M104 223,469 1,510,434 SH   DFND 01 02 0 1,415,934 94,500
BIOGEN IDEC INC COM 09062X103 2,927 10,085 SH   DFND 01 02 0 10,085 0
BJS RESTAURANTS INC COM 09180C106 30,000 500,000 SH   DFND 2 0 500,000 0
BLACKBERRY LTD COM 09228F103 1,280 132,656 SH   DFND BC 02 0 132,656 0
BLACKROCK INC COM 09247X101 140 280 SH   DFND 2 0 280 0
BOOKING HLDGS INC COM 09857L108 72,069 35,553 SH   DFND 01 02 0 35,553 0
BOSTON PROPERTIES INC COM 101121101 5,285 42,136 SH   DFND 01 02 0 42,136 0
BOYD GAMING CORP COM 103304101 48,614 1,402,607 SH   DFND 01 02 0 1,402,607 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 332,312 3,241,434 SH   DFND 01 02 0 3,011,434 230,000
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 24,315 599,773 SH   DFND 01 02 0 599,773 0
BROOKS AUTOMATION INC COM 114340102 3,751 115,000 SH   DFND 2 0 115,000 0
BWX TECHNOLOGIES INC COM 05605H100 34,464 553,009 SH   DFND 01 02 0 553,009 0
CACTUS INC CL A 127203107 2,075 61,400 SH   DFND 2 0 61,400 0
CAMPING WORLD HLDGS INC CL A 13462K109 57,648 2,307,757 SH   DFND 01 02 0 2,307,757 0
CANTEL MEDICAL CORP COM 138098108 50,655 515,000 SH   DFND 2 0 515,000 0
CARBON BLACK INC COM 14081R103 182 7,000 SH   DFND 2 0 7,000 0
CAREDX INC COM 14167L103 4,957 405,000 SH   DFND 2 0 405,000 0
CARMAX INC COM 143130102 19,083 261,871 SH   DFND 01 02 0 261,871 0
CBOE HLDGS INC COM 12503M108 20,814 200,000 SH   DFND 2 0 200,000 0
CBRE GROUP INC CL A 12504L109 80,466 1,685,495 SH   DFND 01 02 0 1,685,495 0
CDW CORP COM 12514G108 30,190 373,691 SH   DFND 01 02 0 373,691 0
CERIDIAN HCM HLDG INC COM 15677J108 50,541 1,522,790 SH   DFND 01 02 0 1,522,790 0
CERUS CORP COM 157085101 5,343 801,000 SH   DFND 2 0 801,000 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 83 283 SH   DFND 2 0 283 0
CHOICE HOTELS INTL INC COM 169905106 364,921 4,827,001 SH   DFND 01 02 20,000 4,262,101 544,900
CHURCH & DWIGHT INC COM 171340102 59,273 1,114,993 SH   DFND 01 02 0 1,016,568 98,425
CIMPRESS N V SHS EURO N20146101 2,567 17,707 SH   DFND 2 0 17,707 0
CISION LTD SHS G1992S109 105,458 7,054,047 SH   DFND 01 02 0 7,054,047 0
CME GROUP INC COM 12572Q105 8,893 54,254 SH   DFND 01 02 0 54,254 0
COGNEX CORP COM 192422103 82,528 1,850,000 SH   DFND 2 0 1,850,000 0
COHEN & STEERS INC COM 19247A100 111,441 2,671,797 SH   DFND 01 02 0 2,354,597 317,200
COHERENT INC COM 192479103 4,583 29,300 SH   DFND 2 0 29,300 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 0 100 SH   DFND 1 0 100 0
CONCHO RES INC COM 20605P101 18,643 134,753 SH   DFND 01 02 0 134,753 0
CONSTELLATION BRANDS INC COM 21036P108 102 464 SH   DFND 2 0 464 0
COPA HOLDINGS SA CL A P31076105 26,517 280,251 SH   DFND 01 02 0 262,246 18,005
CORIUM INTL INC COM 21887L107 981 122,474 SH   DFND 2 0 122,474 0
COSTAR GROUP INC COM 22160N109 1,024,572 2,483,028 SH   DFND 01 02 0 2,329,178 153,850
COSTCO WHSL CORP NEW COM 22160K105 56 268 SH   DFND 2 0 268 0
CROWN CASTLE INTL CORP NEW COM 22822V101 89 824 SH   DFND 2 0 824 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,016 168,295 SH   DFND 01 02 0 168,295 0
DANAHER CORP DEL COM 235851102 96 970 SH   DFND 2 0 970 0
DENALI THERAPEUTICS INC COM 24823R105 14,418 945,462 SH   DFND 01 02 0 868,462 77,000
DEVON ENERGY CORP NEW COM 25179M103 1,055 24,000 SH   DFND 2 0 24,000 0
DEXCOM INC COM 252131107 28,589 301,000 SH   DFND 01 02 0 301,000 0
DICKS SPORTING GOODS INC COM 253393102 26,249 744,665 SH   DFND 01 02 0 681,165 63,500
DIGITAL RLTY TR INC COM 253868103 13,395 120,048 SH   DFND 01 02 0 120,048 0
DOCUSIGN INC COM 256163106 1,324 25,000 SH   DFND 2 0 25,000 0
DOMINOS PIZZA INC COM 25754A201 4,738 122,608 SH   DFND 2 0 122,608 0
DOUGLAS EMMETT INC COM 25960P109 244,457 6,084,047 SH   DFND 01 02 0 5,614,047 470,000
DROPBOX INC COM 26210C104 4,608 142,129 SH   DFND 01 02 0 142,129 0
DUKE REALTY CORP COM 264411505 72 2,476 SH   DFND 2 0 2,476 0
EAGLE MATERIALS INC COM 26969P108 25,079 238,919 SH   DFND 01 02 0 238,919 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,415 37,201 SH   DFND 01 02 0 37,201 0
ELECTRONIC ARTS INC COM 285512109 11,813 83,767 SH   DFND 01 02 0 83,767 0
ELLIE MAE INC COM 28849P100 3,992 38,440 SH   DFND 01 02 0 35,082 3,358
EMERALD EXPOSITIONS EVENTS INC COM 29103B100 27,810 1,350,000 SH   DFND 2 0 1,350,000 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,029 60,000 SH   DFND 2 0 60,000 0
ENCANA CORP COM 292505104 7,059 540,953 SH   DFND 2 0 540,953 0
ENERGY TRASNFER EQUITY L P COM UT LTD PTN 29273V100 1,440 83,500 SH   DFND 2 0 83,500 0
ENVESTNET INC COM 29404K106 5,408 98,410 SH   DFND 01 02 0 98,410 0
EOG RES INC COM 26875P101 1,838 14,768 SH   DFND 2 0 14,768 0
EPAM SYS INC COM 29414B104 8,966 72,114 SH   DFND 01 02 0 72,114 0
EQT CORP COM 26884L109 1,150 20,834 SH   DFND 2 0 20,834 0
EQUINIX INC COM 29444U700 125,263 291,385 SH   DFND 01 02 0 291,385 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 45 488 SH   DFND 2 0 488 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 72 1,124 SH   DFND 2 0 1,124 0
ESCO TECHNOLOGIES INC COM 296315104 4,131 71,600 SH   DFND 2 0 71,600 0
ESPERION THERAPEUTICS INC COM 29664W105 623 15,900 SH   DFND 2 0 15,900 0
ESSENT GROUP LTD COM G3198U102 28,139 785,579 SH   DFND 01 02 0 720,079 65,500
ESSEX PPTY TR INC COM 297178105 21 89 SH   DFND 2 0 89 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 4,791 537,100 SH   DFND 2 0 537,100 0
EXPEDIA INC DEL COM 30212P303 47,555 395,666 SH   DFND 01 02 0 395,666 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 27,017 1,250,216 SH   DFND 01 02 0 1,250,216 0
FACEBOOK INC. CL A 30303M102 27,601 142,037 SH   DFND 01 02 0 142,037 0
FACTSET RESH SYS INC COM 303075105 568,259 2,868,547 SH   DFND 01 02 0 2,719,401 149,146
FASTENAL CO COM 311900104 64,052 1,330,803 SH   DFND 01 02 0 1,330,803 0
FERRARI N V COM N3167Y103 60 443 SH   DFND BC 0 443 0
FINANCIAL ENGINES INC COM 317485100 85,333 1,900,519 SH   DFND 01 02 0 1,752,059 148,460
FIRST REP BK SAN FRAN CALI N CL A 33616C100 49,047 506,738 SH   DFND 01 02 0 506,738 0
FIVE POINT HOLDINGS LLC COM 33833Q106 82 7,306 SH   DFND 01 02 0 7,306 0
FLEETCOR TECHNOLOGIES INC COM 339041105 85,883 407,707 SH   DFND 01 02 0 407,707 0
FLEXION THERAPEUTICS INC COM 33938J106 5,850 226,300 SH   DFND 2 0 226,300 0
FLOOR & DECOR HLDGS INC CL A 339750101 67,628 1,370,922 SH   DFND 01 02 0 1,370,922 0
FLOTEK INDUSTRIES INC DEL COM 343389102 1,077 333,539 SH   DFND 2 0 333,539 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 79,339 903,734 SH   DFND 01 02 0 847,916 55,818
FORESCOUT TECHNOLOGIES INC COM 34553D101 5,629 164,300 SH   DFND 2 0 164,300 0
FORESTAR GROUP INC COM 346232101 310 14,939 SH   DFND 01 02 0 14,939 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 5,745 106,995 SH   DFND 01 02 0 106,995 0
GAMING & LEISURE PPTYS INC COM 36467J108 372,271 10,398,641 SH   DFND 01 02 0 9,698,991 699,650
GARTNER INC COM 366651107 923,452 6,948,471 SH   DFND 01 02 0 6,661,496 286,975
GCI LIBERTY INC CL A 36164V305 6,166 136,783 SH   DFND 01 02 0 136,783 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 36,187 1,250,000 SH   DFND 2 0 1,250,000 0
GDS HLDGS LTD SPONSORED ADR 36165L108 13,196 329,171 SH   DFND 01 02 0 329,171 0
GEMPHIRE THERAPEUTICS INC COM 36870A108 4,788 469,860 SH   DFND 01 02 0 469,860 0
GGP INC COM 36174X101 24 1,157 SH   DFND 2 0 1,157 0
GLOBANT S A COM L44385109 1,860 32,747 SH   DFND 2 0 32,747 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,004 237,735 SH   DFND 2 0 237,735 0
GTT COMMUNICATIONS INC COM 362393100 112,500 2,500,000 SH   DFND 2 0 2,500,000 0
GUIDEWIRE SOFTWARE INC COM 40171V100 576,023 6,488,205 SH   DFND 01 02 0 6,244,205 244,000
HALLIBURTON CO COM 406216101 2,176 48,296 SH   DFND 2 0 48,296 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,551 14,765 SH   DFND 2 0 14,765 0
HEALTHEQUITY INC COM 42226A107 90,403 1,203,771 SH   DFND 01 02 0 1,203,771 0
HEICO CORP NEW CL A 422806208 6,399 104,984 SH   DFND 01 02 0 104,984 0
HEICO CORP NEW COM 422806109 2,792 38,277 SH   DFND 01 02 0 38,277 0
HILTON GRAND VACATIONS INC COM 43283X105 14,406 415,167 SH   DFND 01 02 0 415,167 0
HILTON WORLDWIDE HLDGS INC WHEN ISSUED 43300A203 23,688 299,237 SH   DFND 01 02 0 299,237 0
HOME DEPOT INC COM 437076102 49,989 256,220 SH   DFND 01 02 2,000 254,220 0
HOST HOTELS & RESORTS INC COM 44107P104 103 4,909 SH   DFND 2 0 4,909 0
HOULIHAN LOKEY INC CL A 441593100 62,632 1,222,810 SH   DFND 01 02 0 1,171,810 51,000
HUDSON LTD COM CL A G46408103 51,770 2,960,000 SH   DFND 2 0 2,960,000 0
HUDSON PAC PPTYS INC COM 444097109 89 2,512 SH   DFND 2 0 2,512 0
HYATT HOTELS CORP COM CL A 448579102 366,340 4,748,406 SH   DFND 01 02 0 4,411,031 337,375
IAC INTERACTIVECORP COM 44919P508 62 408 SH   DFND BC 0 408 0
ICHOR HOLDINGS SHS G4740B105 2,971 140,000 SH   DFND 2 0 140,000 0
ICON PLC SHS G4705A100 106,581 804,200 SH   DFND 01 02 0 804,200 0
IDEX CORP COM 45167R104 62,182 455,611 SH   DFND 01 02 0 455,611 0
IDEXX LABS INC COM 45168D104 951,426 4,365,540 SH   DFND 01 02 0 4,154,465 211,075
ILLINOIS TOOL WKS INC COM 452308109 67 483 SH   DFND 2 0 483 0
ILLUMINA INC COM 452327109 120,036 429,790 SH   DFND 01 02 0 429,790 0
INSTALLED BLDG PRODS INC COM 45780R101 80,047 1,415,502 SH   DFND 01 02 0 1,415,502 0
INTERSECT ENT INC COM 46071F103 3,633 97,000 SH   DFND 2 0 97,000 0
INTERXION HOLDING N.V SHS N47279109 43,141 691,143 SH   DFND 01 02 0 691,143 0
INTRICON CORP COM 46121H109 4,231 105,000 SH   DFND 2 0 105,000 0
INTUITIVE SURGICAL INC COM 46120E602 13,844 28,933 SH   DFND 01 02 0 28,933 0
INVITATION HOMES INC COM 46187W107 14,712 637,979 SH   DFND 01 02 0 637,979 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 148,570 9,227,937 SH   DFND 01 02 0 8,319,937 908,000
JD COM INC SPON ADR CL A 47215P106 2,003 51,436 SH   DFND 2 0 51,436 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 77,636 873,300 SH   DFND 01 02 0 873,300 0
KENNEDY-WILSON HLDGS INC COM 489398107 96 4,522 SH   DFND 2 0 4,522 0
KILROY RLTY CORP COM 49427F108 83 1,093 SH   DFND 2 0 1,093 0
KINSALE CAP GROUP INC COM 49714P108 77,987 1,421,563 SH   DFND 01 02 0 1,298,322 123,241
KORNIT DIGITAL LTD SHS M6372Q113 3,168 178,000 SH   DFND 2 0 178,000 0
LAMAR ADVERTISING CO NEW CL A 512816109 6 95 SH   DFND 2 0 95 0
LENDINGTREE INC COM 52603B107 22,761 106,460 SH   DFND 01 02 0 96,860 9,600
LIBERTY BROADBAND CORP COM SER A 530307107 7,564 100,000 SH   DFND 2 0 100,000 0
LIBERTY BROADBAND CORP COM SER C 530307305 44,941 593,520 SH   DFND 01 02 0 593,520 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 16,038 365,000 SH   DFND 2 0 365,000 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 6,532 185,000 SH   DFND 2 0 185,000 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 27,847 750,000 SH   DFND 2 0 750,000 0
LIMONEIRA CO COM 532746104 3,076 125,000 SH   DFND 2 0 125,000 0
LITTELFUSE INC COM 537008104 81,044 355,175 SH   DFND 01 02 0 340,175 15,000
LOMA NEGRA CORP SPONSORED ADS 54150E104 28,041 2,733,052 SH   DFND 01 02 0 2,560,382 172,670
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 1,198 52,000 SH   DFND 2 0 52,000 0
MANCHESTER UNITED PLC NEW ORD CL A G5784H106 289,025 14,030,330 SH   DFND 01 02 0 12,832,605 1,197,725
MANHATTAN ASSOCS INC COM 562750109 2,560 54,450 SH   DFND 1 0 54,450 0
MARATHON OIL CORP COM 565849106 1,051 50,400 SH   DFND 2 0 50,400 0
MARKETAXESS HLDGS INC COM 57060D108 54,351 274,695 SH   DFND 01 02 0 274,695 0
MARRIOTT INTL INC CL A 571903202 13,760 108,689 SH   DFND 01 02 0 108,689 0
MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 304,941 2,699,545 SH   DFND 01 02 0 2,480,345 219,200
MARTIN MARIETTA MATLS INC COM 573284106 24,447 109,468 SH   DFND 01 02 0 109,468 0
MASCO CORP COM 574599106 19,377 517,817 SH   DFND 01 02 0 517,817 0
MASONITE INTERNATIONAL CORP COM 575385109 21,845 304,036 SH   DFND 01 02 0 304,036 0
MASTERCARD INC CL A 57636Q104 24,756 125,972 SH   DFND BC 01 02 0 125,972 0
MAXIMUS INC COM 577933104 164,519 2,648,827 SH   DFND 01 02 0 2,450,127 198,700
MELLANOX TECHNOLOGIES LTD SHS M51363113 12,211 144,855 SH   DFND 01 02 0 144,855 0
MERCURY SYS INC COM 589378108 48,595 1,276,800 SH   DFND 2 0 1,276,800 0
METTLER TOLEDO INTERNATIONAL COM 592688105 325,174 561,973 SH   DFND 01 02 0 545,373 16,600
MGM GROWTH PPTYS LLC CL A COM 55303A105 28,338 930,348 SH   DFND 01 02 0 930,348 0
MGM RESORTS INTERNATIONAL COM 552953101 35,450 1,221,157 SH   DFND 01 02 0 1,221,157 0
MICROSOFT CORP COM 594918104 22,817 231,389 SH   DFND BC 01 02 0 231,389 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 2,923 517,288 SH   DFND 2 0 517,288 0
MOELIS & CO CL A 60786M105 111,178 1,895,615 SH   DFND 01 02 0 1,815,615 80,000
MOHAWK INDUSTRIES INC COM 608190104 23,357 109,007 SH   DFND 01 02 0 109,007 0
MOMO INC AD 60879B107 73,994 1,701,006 SH   DFND 01 02 0 1,598,297 102,709
MOODYS CORP COM 615369105 151 883 SH   DFND 2 0 883 0
MORNINGSTAR INC COM 617700109 187,297 1,460,404 SH   DFND 01 02 0 1,323,904 136,500
MPLX LP COM UNIT REP LTP 55336V100 744 21,800 SH   DFND 2 0 21,800 0
MSCI INC CL A 55354G100 364,511 2,203,417 SH   DFND 01 02 0 2,022,417 181,000
MYOVANT SCIENCES LTD COM G637AM102 1,331 58,200 SH   DFND 2 0 58,200 0
MYRIAD GENETICS INC COM 62855J104 9,716 260,000 SH   DFND 2 0 260,000 0
NCS MULTISTAGE HLDGS INC COM 628877102 989 68,100 SH   DFND 2 0 68,100 0
NEOGEN CORP COM 640491106 47,536 592,794 SH   DFND 2 0 530,117 62,677
NETFLIX INC COM 64110L106 8,938 22,834 SH   DFND BC 01 02 0 22,834 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,918 29,700 SH   DFND 2 0 29,700 0
NLIGHT INC COM 65487K100 1,157 35,000 SH   DFND 2 0 35,000 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,615 31,638 SH   DFND 2 0 31,638 0
NOKIA CORP SPONSORED ADR 654902204 3,764 654,550 SH   DFND 2 0 654,550 0
NORDSON CORP COM 655663102 28,892 225,000 SH   DFND 2 0 225,000 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 46,534 984,846 SH   DFND 01 02 0 984,846 0
NOVANTA INC COM 67000B104 8,030 128,900 SH   DFND 2 0 128,900 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 78,328 1,926,888 SH   DFND 01 02 0 1,775,988 150,900
OKTA INC CL A 679295105 934 18,540 SH   DFND 2 0 18,540 0
OLLIES BARGAIN OUTLT HLDGS INC COM 681116109 60,610 835,997 SH   DFND 01 02 0 792,874 43,123
ORION ENGINEERED CARBONS S A COM L72967109 30,850 1,000,000 SH   DFND 2 0 1,000,000 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 72,961 2,629,234 SH   DFND 01 02 0 2,492,091 137,143
PALO ALTO NETWORKS INC COM 697435105 21 100 SH   DFND BC 0 100 0
PARK HOTELS RESORTS INC COM 700517105 12,707 414,861 SH   DFND 01 02 0 414,861 0
PARSLEY ENERGY INC CL A 701877102 4,291 141,700 SH   DFND 2 0 141,700 0
PARTY CITY HOLDCO INC COM 702149105 52,460 3,440,000 SH   DFND 2 0 3,440,000 0
PEBBLEBROOK HOTEL TR COM 70509V100 46 1,191 SH   DFND 2 0 1,191 0
PEGASYSTEMS INC COM 705573103 65,665 1,198,271 SH   DFND 01 02 0 1,198,271 0
PENN NATL GAMING INC COM 707569109 216,398 6,442,330 SH   DFND 01 02 0 5,969,759 472,571
PERFORMANCE FOOD GROUP CO COM 71377A103 55,656 1,516,500 SH   DFND 01 02 0 1,399,600 116,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 69,067 6,886,081 SH   DFND 01 02 0 6,460,130 425,951
PINNACLE ENTMT INC COM 72348Y105 142,731 4,231,569 SH   DFND 01 02 0 3,693,069 538,500
PLANET FITNESS INC CL A 72703H101 36,119 822,000 SH   DFND 2 0 822,000 0
PRA HEALTH SCIENCES INC COM 69354M108 89,099 954,364 SH   DFND 01 02 0 954,364 0
PRIMERICA INC COM 74164M108 250,847 2,518,548 SH   DFND 01 02 0 2,291,723 226,825
PROLOGIS INC COM 74340W103 15,295 232,832 SH   DFND 01 02 0 232,832 0
PROOFPOINT INC COM 743424103 3,650 31,650 SH   DFND 01 02 0 31,650 0
QAD INC CL A 74727D306 2,507 50,000 SH   DFND 2 0 50,000 0
QAD INC CL B 74727D207 810 20,000 SH   DFND 2 0 20,000 0
QUALCOMM INC COM 747525103 224 4,000 SH   DFND   4,000 0 0
QUALYS INC COM 74758T303 58,167 690,000 SH   DFND 2 0 690,000 0
QUOTIENT TECHNOLOGY INC COM 749119103 2,227 170,000 SH   DFND 2 0 170,000 0
RAVEN INDS INC COM 754212108 25,761 669,977 SH   DFND 2 0 669,977 0
RAYONIER INC COM 754907103 50 1,303 SH   DFND 2 0 1,303 0
RBC BEARINGS INC COM 75524B104 38,643 300,000 SH   DFND 2 0 300,000 0
RED HAT INC COM 756577102 6,017 44,781 SH   DFND 01 02 0 44,781 0
RED LION HOTELS CORP COM 756764106 3,495 300,000 SH   DFND 2 0 300,000 0
RED ROCK RESORTS INC CL A 75700L108 271,562 8,106,343 SH   DFND 01 02 0 7,893,343 213,000
REV GROUP INC COM 749527107 23,814 1,400,000 SH   DFND 2 0 1,400,000 0
REXFORD INDL RLTY INC COM 76169C100 27 874 SH   DFND 2 0 874 0
ROBERT HALF INTL INC COM 770323103 7,037 108,092 SH   DFND 1 42,000 66,092 0
ROCKWELL AUTOMATION INC COM 773903109 32 194 SH   DFND 2 0 194 0
ROLLINS INC COM 775711104 37,297 709,346 SH   DFND 01 02 0 709,346 0
ROPER INDUSTRIES INC NEW COM 776696106 70,134 254,190 SH   DFND 01 02 0 254,190 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,650 160,717 SH   DFND 01 02 0 160,717 0
RSP PERMIAN INC COM 74978Q105 4,464 101,400 SH   DFND 2 0 101,400 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 2,893 25,325 SH   DFND 2 0 25,325 0
S&P GLOBAL INC COM 78409V104 5,119 25,105 SH   DFND 01 02 0 25,105 0
SAGE THERAPEUTICS INC COM 78667J108 42,192 269,543 SH   DFND 01 02 0 269,543 0
SALESFORCE.COM INC COM 79466L302 5,082 37,255 SH   DFND 01 02 0 37,255 0
SANCHEZ PRODTN PARTNER COM UNIT REPSTG 79971C201 1,284 108,800 SH   DFND 2 0 108,800 0
SASOL LTD SPONSORED ADR 803866300 26,016 711,981 SH   DFND 01 02 0 662,952 49,029
SBA COMMUNICATIONS CORP COM 78410G104 196,514 1,190,128 SH   DFND 01 02 0 1,190,128 0
SERVICENOW INC COM 81762P102 6,361 36,883 SH   DFND 01 02 0 36,883 0
SHOPIFY INC CL A 82509L107 22 148 SH   DFND BC 0 148 0
SHUTTERFLY INC COM 82568P304 90,030 1,000,000 SH   DFND 2 0 1,000,000 0
SIENTRA INC COM 82621J105 7,377 378,100 SH   DFND 2 0 378,100 0
SIMON PPTY GROUP INC NEW COM 828806109 42 244 SH   DFND 2 0 244 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 122,702 1,461,257 SH   DFND 01 02 0 1,461,257 0
SL GREEN RLTY CORP COM 78440X101 20,620 205,108 SH   DFND 01 02 0 205,108 0
SM ENERGY CO COM 78454L100 1,004 39,100 SH   DFND 2 0 39,100 0
SONY CORP ADR 835699307 2,754 53,723 SH   DFND 2 0 53,723 0
SPLUNK INC COM 848637104 10,172 102,632 SH   DFND 01 02 0 102,632 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,062 18,200 SH   DFND 2 0 18,200 0
SPROUTS FMRS MKT INC COM 85208M102 662 30,000 SH   DFND 1 0 30,000 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 329,766 6,353,871 SH   DFND 01 02 0 5,880,221 473,650
STAMPS COM INC COM NEW 852857200 4,171 16,483 SH   DFND 01 02 0 16,483 0
SUMMIT MATLS INC CL A 86614U100 90,784 3,458,442 SH   DFND 01 02 0 3,458,442 0
SUN HYDRAULICS CORP COM 866942105 17,830 370,000 SH   DFND 2 0 370,000 0
SUNCOR ENERGY INC NEW COM 867224107 1,314 32,304 SH   DFND 2 0 32,304 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 42 2,499 SH   DFND 2 0 2,499 0
PRICE T ROWE GROUP INC COM 74144T108 41,412 356,726 SH   DFND 01 02 4,000 352,726 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 96,209 2,631,524 SH   DFND 01 02 0 2,465,924 165,600
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,070 17,489 SH   DFND 2 0 17,489 0
TAL ED GROUP ADS REPSTG COM 874080104 39,460 1,072,274 SH   DFND BC 01 02 0 1,007,855 64,419
TARGA RES CORP COM 87612G101 1,302 26,300 SH   DFND 2 0 26,300 0
TE CONNECTIVITY LTD REG SHS H84989104 109 1,212 SH   DFND 2 0 1,212 0
TELADOC INC COM 87918A105 110,121 1,897,000 SH   DFND 2 0 1,897,000 0
TELEFLEX INC COM 879369106 52,498 195,733 SH   DFND 01 02 0 195,733 0
TESLA MOTORS INC COM 88160R101 570,231 1,662,723 SH   DFND 01 02 225,000 1,362,059 75,664
TEXAS INSTRS INC COM 882508104 37 337 SH   DFND 2 0 337 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 69,376 3,257,075 SH   DFND 01 02 0 2,987,075 270,000
SCHWAB CHARLES CORP NEW COM 808513105 329,629 6,450,667 SH   DFND 01 02 187,250 6,034,417 229,000
CHEESECAKE FACTORY INC COM 163072101 44,599 810,000 SH   DFND 2 0 810,000 0
COOPER COS INC COM NEW 216648402 39,504 167,779 SH   DFND 01 02 0 167,779 0
LAUDER ESTEE COS INC CL A 518439104 55 388 SH   DFND 2 0 388 0
GOLDMAN SACHS GROUP INC COM 38141G104 176 800 SH   DFND   800 0 0
SMUCKER J M CO COM 832696405 27 251 SH   DFND   251 0 0
KEYW HOLDING CORP COM 493723100 5,081 581,294 SH   DFND 2 0 581,294 0
MADISON SQUARE GARDEN CO CL A 55825T103 69,845 225,167 SH   DFND BC 02 0 225,167 0
MIDDLEBY CORP COM 596278101 7,286 69,773 SH   DFND 01 02 0 65,173 4,600
PROCTER & GAMBLE CO COM 742718109 140 1,796 SH   DFND   1,796 0 0
SHERWIN WILLIAMS CO COM 824348106 24,313 59,654 SH   DFND 01 02 0 59,654 0
STARS GROUP INC COM 85570w100 26,021 716,840 SH   DFND 01 02 0 716,840 0
TORO CO COM 891092108 33,522 556,384 SH   DFND 01 02 0 556,384 0
THE TRADE DESK INC COM CL A 88339J105 97,232 1,036,589 SH   DFND BC 01 02 0 1,036,589 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 136,471 530,376 SH   DFND 01 02 0 530,376 0
THERAPEUTICSMD INC COM 88338N107 6,859 1,099,200 SH   DFND 2 0 1,099,200 0
TIFFANY & CO NEW COM 886547108 35,120 266,867 SH   DFND 01 02 3,000 263,867 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 923 84,900 SH   DFND 2 0 84,900 0
TPI COMPOSITES INC COM 87266J104 10,602 362,600 SH   DFND 2 0 362,600 0
TRANSDIGM GROUP INC COM 893641100 138,056 400,000 SH   DFND 2 0 400,000 0
TRANSUNION COM 89400J107 83,708 1,168,450 SH   DFND 01 02 0 1,168,450 0
TREX CO INC COM 89531P105 128,695 2,056,167 SH   DFND 01 02 0 1,947,367 108,800
U S SILICA HLDGS INC COM 90346E103 799 31,100 SH   DFND 2 0 31,100 0
UNDER ARMOUR INC CL A 904311107 72,830 3,239,761 SH   DFND 01 02 0 3,108,761 131,000
UNDER ARMOUR INC CL C 904311206 759 36,000 SH   DFND 2 0 36,000 0
UNITEDHEALTH GROUP INC COM 91324P102 180 733 SH   DFND 2 0 733 0
UNIVAR INC COM 91336L107 72,160 2,750,000 SH   DFND 2 0 2,750,000 0
VAIL RESORTS INC COM 91879Q109 1,333,783 4,864,447 SH   DFND 01 02 0 4,317,647 546,800
VALERO ENERGY CORP COM 91913Y100 1,396 12,600 SH   DFND 2 0 12,600 0
VARONIS SYS INC COM 922280102 9,745 130,804 SH   DFND 01 02 0 130,804 0
VEEVA SYS INC CL A COM 922475108 45,391 590,565 SH   DFND 01 02 0 590,565 0
VERISIGN INC COM 92343E102 92,849 675,659 SH   DFND 01 02 0 675,659 0
VERISK ANALYTICS INC CL A 92345Y106 156,934 1,457,951 SH   DFND 01 02 0 1,457,951 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,234 83,752 SH   DFND 01 02 0 83,752 0
VISA INC COM CL A 92826C839 20,907 157,852 SH   DFND 01 02 0 157,852 0
VORNADO RLTY TR SH BEN INT 929042109 80 1,089 SH   DFND 2 0 1,089 0
VULCAN MATLS CO COM 929160109 59,685 462,462 SH   DFND 01 02 0 462,462 0
WABCO HLDGS INC COM 92927K102 5,274 45,070 SH   DFND 01 02 0 45,070 0
WASTE CONNECTIONS INC COM 94106B101 135,504 1,800,000 SH   DFND 2 0 1,800,000 0
WATERS CORP COM 941848103 36,011 186,019 SH   DFND 01 02 0 186,019 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 162,804 1,639,686 SH   DFND 01 02 0 1,559,186 80,500
WEX INC COM 96208T104 85,716 450,000 SH   DFND 2 0 450,000 0
WEYERHAEUSER CO COM 962166104 59 1,605 SH   DFND 2 0 1,605 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 64,733 427,000 SH   DFND 01 02 0 427,000 0
WINGSTOP INC COM 974155103 35,702 685,000 SH   DFND 2 0 685,000 0
WIX COM LTD SHS M98068105 214,534 2,138,927 SH   DFND 01 BC 02 0 2,086,174 52,753
WORLDPAY INC CL A 981558109 72,024 880,708 SH   DFND 01 02 0 880,708 0
WPX ENERGY INC COM 98212B103 1,830 101,500 SH   DFND 2 0 101,500 0
WYNDHAM DESTINATIONS INC COM 98310W108 12,336 278,655 SH   DFND 01 02 0 278,655 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 16,006 272,071 SH   DFND 01 02 0 272,071 0
YANDEX N V SHS CLASS A N97284108 93,903 2,615,677 SH   DFND 01 02 0 2,456,077 159,600
YEXT INC COM 98585N106 36,343 1,879,163 SH   DFND 2 0 1,879,163 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 62,312 4,588,504 SH   DFND 01 02 0 4,302,404 286,100
ZAI LAB LTD ADR 98887Q104 2,149 92,441 SH   DFND 2 0 92,441 0
ZILLOW GROUP INC CL A 98954M101 139,216 2,329,973 SH   DFND 01 02 0 2,329,973 0
ZILLOW GROUP INC CL C CAP STK 98954M200 36,466 617,437 SH   DFND BC 01 02 0 617,437 0
ZSCALER INC COM 98980G102 1,537 43,000 SH   DFND 2 0 43,000 0