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
ANGI HOMESERVICES INC COM CL A 00183L102 23,374 1,923,765 SH   DFND   0 1,923,765 0
AARONS INC COM PAR $0.50 002535300 73,898 1,627,706 SH   DFND   0 1,627,706 0
ABIOMED INC COM 003654100 3,863 15,992 SH   DFND   0 15,992 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 40,554 1,614,421 SH   DFND   0 1,614,421 0
ADOBE INC COM 00724F101 172 395 SH   DFND   0 395 0
AEROVIRONMENT INC COM 008073108 26,683 335,081 SH   DFND   0 335,081 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,907 34,813 SH   DFND   0 34,813 0
ALIGN TECHNOLOGY INC COM 016255101 22,808 83,107 SH   DFND   0 83,107 0
AMAZON COM INC COM 023135106 138 50 SH   DFND   0 50 0
ANSYS INC COM 03662Q105 33,188 113,763 SH   DFND   0 113,763 0
ASPEN TECHNOLOGY INC COM 045327103 44,356 428,102 SH   DFND   0 428,102 0
AUTODESK INC COM 052769106 13,122 54,862 SH   DFND   0 54,862 0
AXON ENTERPRISE INC COM 05464C101 64,315 655,407 SH   DFND   0 655,407 0
AZEK CO INC CL A 05478C105 12,809 402,048 SH   DFND   0 402,048 0
BALCHEM CORP COM 057665200 32,987 347,742 SH   DFND   0 347,742 0
BIOTELEMETRY INC COM 090672106 40,898 905,014 SH   DFND   0 905,014 0
BIO-TECHNE CORP COM 09073M104 24,095 91,246 SH   DFND   0 91,246 0
BOINGO WIRELESS INC COM 09739C102 12,750 957,241 SH   DFND   0 957,241 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 43,090 367,658 SH   DFND   0 367,658 0
BROWN FORMAN CORP CL B 115637209 6,450 101,322 SH   DFND   0 101,322 0
BURLINGTON STORES INC COM 122017106 39,691 201,548 SH   DFND   0 201,548 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,563 57,720 SH   DFND   0 57,720 0
CME GROUP INC COM 12572Q105 115 706 SH   DFND   0 706 0
CABOT OIL & GAS CORP COM 127097103 20,274 1,180,093 SH   DFND   0 1,180,093 0
CADENCE DESIGN SYSTEM INC COM 127387108 72,521 755,738 SH   DFND   0 755,738 0
CALAVO GROWERS INC COM 128246105 48,884 777,046 SH   DFND   0 777,046 0
CERNER CORP COM 156782104 34,424 502,177 SH   DFND   0 502,177 0
CHEGG INC COM 163092109 56,630 841,964 SH   DFND   0 841,964 0
CIENA CORP COM NEW 171779309 20,929 386,426 SH   DFND   0 386,426 0
COGNEX CORP COM 192422103 50,532 846,148 SH   DFND   0 846,148 0
COPART INC COM 217204106 10,686 128,329 SH   DFND   0 128,329 0
COSTAR GROUP INC COM 22160N109 47,669 67,076 SH   DFND   0 67,076 0
COUPA SOFTWARE INC COM 22266L106 21,025 75,892 SH   DFND   0 75,892 0
DEXCOM INC COM 252131107 87,887 216,791 SH   DFND   0 216,791 0
DOCUSIGN INC COM 256163106 79,373 460,911 SH   DFND   0 460,911 0
DOLLAR TREE INC COM 256746108 37,427 403,830 SH   DFND   0 403,830 0
DOMINOS PIZZA INC COM 25754A201 60,470 163,680 SH   DFND   0 163,680 0
DROPBOX INC CL A 26210C104 4,837 222,178 SH   DFND   0 222,178 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 11,990 554,562 SH   DFND   0 554,562 0
EHEALTH INC COM 28238P109 5,082 51,730 SH   DFND   0 51,730 0
8X8 INC NEW COM 282914100 22,356 1,397,260 SH   DFND   0 1,397,260 0
ELECTRONIC ARTS INC COM 285512109 43,036 325,906 SH   DFND   0 325,906 0
ENCORE CAP GROUP INC COM 292554102 58,553 1,713,089 SH   DFND   0 1,713,089 0
ENVESTNET INC COM 29404K106 81,498 1,108,220 SH   DFND   0 1,108,220 0
EXELIXIS INC COM 30161Q104 35,340 1,488,622 SH   DFND   0 1,488,622 0
EZCORP INC CL A NON VTG 302301106 16,010 2,541,339 SH   DFND   0 2,541,339 0
FLIR SYS INC COM 302445101 38,549 950,178 SH   DFND   0 950,178 0
FASTENAL CO COM 311900104 6,364 148,558 SH   DFND   0 148,558 0
FIREEYE INC COM 31816Q101 10,872 893,013 SH   DFND   0 893,013 0
FIRSTCASH INC COM 33767D105 66,372 983,582 SH   DFND   0 983,582 0
FISERV INC COM 337738108 7,177 73,516 SH   DFND   0 73,516 0
FIVE9 INC COM 338307101 63,603 574,706 SH   DFND   0 574,706 0
FLOOR & DECOR HLDGS INC CL A 339750101 50,380 873,900 SH   DFND   0 873,900 0
FORTINET INC COM 34959E109 35,795 260,763 SH   DFND   0 260,763 0
GLOBAL PMTS INC COM 37940X102 11,109 65,494 SH   DFND   0 65,494 0
GUIDEWIRE SOFTWARE INC COM 40171V100 33,791 304,834 SH   DFND   0 304,834 0
HMS HLDGS CORP COM 40425J101 50,341 1,554,222 SH   DFND   0 1,554,222 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,672 174,275 SH   DFND   0 174,275 0
HEALTHSTREAM INC COM 42222N103 8,096 365,843 SH   DFND   0 365,843 0
HEALTHEQUITY INC COM 42226A107 45,634 777,805 SH   DFND   0 777,805 0
HEICO CORP NEW CL A 422806208 46,544 572,923 SH   DFND   0 572,923 0
HOLOGIC INC COM 436440101 43,820 768,767 SH   DFND   0 768,767 0
HUB GROUP INC CL A 443320106 12,275 256,477 SH   DFND   0 256,477 0
HUNT J B TRANS SVCS INC COM 445658107 23,193 192,733 SH   DFND   0 192,733 0
IAC INTERACTIVECORP COM 44919P508 78,995 244,264 SH   DFND   0 244,264 0
IPG PHOTONICS CORP COM 44980X109 24,516 152,855 SH   DFND   0 152,855 0
IDEXX LABS INC COM 45168D104 78,091 236,525 SH   DFND   0 236,525 0
ILLUMINA INC COM 452327109 38,249 103,279 SH   DFND   0 103,279 0
INPHI CORP COM 45772F107 24,054 204,712 SH   DFND   0 204,712 0
INSULET CORP COM 45784P101 26,082 134,264 SH   DFND   0 134,264 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,847 40,095 SH   DFND   0 40,095 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 6,180 61,323 SH   DFND   0 61,323 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 58,338 3,732,461 SH   DFND   0 3,732,461 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,611 38,963 SH   DFND   0 38,963 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 69,785 623,915 SH   DFND   0 623,915 0
LIMONEIRA CO COM 532746104 7,671 529,371 SH   DFND   0 529,371 0
LINDSAY CORP COM 535555106 7,877 85,425 SH   DFND   0 85,425 0
LIVE NATION ENTERTAINMENT IN COM 538034109 41,994 947,303 SH   DFND   0 947,303 0
LULULEMON ATHLETICA INC COM 550021109 24,237 77,679 SH   DFND   0 77,679 0
MGP INGREDIENTS INC NEW COM 55303J106 10,742 292,671 SH   DFND   0 292,671 0
MANHATTAN ASSOCS INC COM 562750109 75,412 800,556 SH   DFND   0 800,556 0
MARKETAXESS HLDGS INC COM 57060D108 97,505 194,652 SH   DFND   0 194,652 0
MASTERCARD INCORPORATED CL A 57636Q104 127 430 SH   DFND   0 430 0
MAXIMUS INC COM 577933104 9,795 139,041 SH   DFND   0 139,041 0
MERCADOLIBRE INC COM 58733R102 54,869 55,661 SH   DFND   0 55,661 0
MERCURY SYS INC COM 589378108 55,200 701,749 SH   DFND   0 701,749 0
MICROSOFT CORP COM 594918104 387 1,903 SH   DFND   0 1,903 0
MICROCHIP TECHNOLOGY INC. COM 595017104 53,296 506,087 SH   DFND   0 506,087 0
MONSTER BEVERAGE CORP NEW COM 61174X109 37,810 545,438 SH   DFND   0 545,438 0
NATIONAL INSTRS CORP COM 636518102 32,760 846,288 SH   DFND   0 846,288 0
NEOGEN CORP COM 640491106 41,862 539,460 SH   DFND   0 539,460 0
NETFLIX INC COM 64110L106 142 311 SH   DFND   0 311 0
NLIGHT INC COM 65487K100 20,616 926,139 SH   DFND   0 926,139 0
NUVASIVE INC COM 670704105 30,014 539,240 SH   DFND   0 539,240 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 107,298 1,098,804 SH   DFND   0 1,098,804 0
OMNICELL INC COM 68213N109 22,532 319,061 SH   DFND   0 319,061 0
PRA HEALTH SCIENCES INC COM 69354M108 53,850 553,500 SH   DFND   0 553,500 0
PRA GROUP INC COM 69354N106 68,674 1,776,360 SH   DFND   0 1,776,360 0
PTC INC COM 69370C100 32,739 420,870 SH   DFND   0 420,870 0
PACIRA BIOSCIENCES COM 695127100 53,893 1,027,112 SH   DFND   0 1,027,112 0
PALO ALTO NETWORKS INC COM 697435105 28,017 121,988 SH   DFND   0 121,988 0
PALOMAR HLDGS INC COM 69753M105 60,403 704,322 SH   DFND   0 704,322 0
PAPA JOHNS INTL INC COM 698813102 22,181 279,322 SH   DFND   0 279,322 0
PARSLEY ENERGY INC CL A 701877102 12,068 1,129,961 SH   DFND   0 1,129,961 0
PAYPAL HLDGS INC COM 70450Y103 263 1,511 SH   DFND   0 1,511 0
PENUMBRA INC COM 70975L107 53,698 300,292 SH   DFND   0 300,292 0
PIONEER NAT RES CO COM 723787107 2,385 24,416 SH   DFND   0 24,416 0
PIPER SANDLER COMPANIES COM 724078100 25,024 422,989 SH   DFND   0 422,989 0
POOL CORPORATION COM 73278L105 15,790 58,079 SH   DFND   0 58,079 0
POWER INTEGRATIONS INC COM 739276103 48,079 407,004 SH   DFND   0 407,004 0
PROOFPOINT INC COM 743424103 66,369 597,272 SH   DFND   0 597,272 0
PROS HOLDINGS INC COM 74346Y103 45,787 1,030,533 SH   DFND   0 1,030,533 0
PROTO LABS INC COM 743713109 56,489 502,256 SH   DFND   0 502,256 0
Q2 HLDGS INC COM 74736L109 48,004 559,555 SH   DFND   0 559,555 0
QUALYS INC COM 74758T303 42,025 404,008 SH   DFND   0 404,008 0
QUIDEL CORP COM 74838J101 23,306 104,165 SH   DFND   0 104,165 0
RAPID7 INC COM 753422104 27,679 542,520 SH   DFND   0 542,520 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 48 772 SH   DFND   0 772 0
RBC BEARINGS INC COM 75524B104 14,027 104,650 SH   DFND   0 104,650 0
REPLIGEN CORP COM 759916109 88,078 712,546 SH   DFND   0 712,546 0
RESMED INC COM 761152107 61,020 317,811 SH   DFND   0 317,811 0
RINGCENTRAL INC CL A 76680R206 60,624 212,710 SH   DFND   0 212,710 0
ROCKWELL AUTOMATION INC COM 773903109 30,961 145,357 SH   DFND   0 145,357 0
ROKU INC COM CL A 77543R102 26,371 226,306 SH   DFND   0 226,306 0
ROPER TECHNOLOGIES INC COM 776696106 6,397 16,476 SH   DFND   0 16,476 0
ROSS STORES INC COM 778296103 6,807 79,860 SH   DFND   0 79,860 0
SPS COMMERCE INC COM 78463M107 21,234 282,667 SH   DFND   0 282,667 0
SVB FINANCIAL GROUP COM 78486Q101 35,983 166,952 SH   DFND   0 166,952 0
SALESFORCE COM INC COM 79466L302 127 680 SH   DFND   0 680 0
HENRY SCHEIN INC COM 806407102 4,321 74,004 SH   DFND   0 74,004 0
SEMTECH CORP COM 816850101 65,619 1,256,592 SH   DFND   0 1,256,592 0
SHOPIFY INC CL A 82509L107 35,908 37,830 SH   DFND   0 37,830 0
SILICON LABORATORIES INC COM 826919102 41,336 412,251 SH   DFND   0 412,251 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 68,730 603,056 SH   DFND   0 603,056 0
SPLUNK INC COM 848637104 10,449 52,588 SH   DFND   0 52,588 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 32,302 2,266,790 SH   DFND   0 2,266,790 0
SQUARE INC CL A 852234103 5,250 50,031 SH   DFND   0 50,031 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 6,399 269,422 SH   DFND   0 269,422 0
TJX COS INC NEW COM 872540109 99 1,949 SH   DFND   0 1,949 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 133 2,348 SH   DFND   0 2,348 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 69,187 495,713 SH   DFND   0 495,713 0
TANDEM DIABETES CARE INC COM NEW 875372203 61,244 619,124 SH   DFND   0 619,124 0
TELADOC HEALTH INC COM 87918A105 24,690 129,375 SH   DFND   0 129,375 0
TRADEWEB MKTS INC CL A 892672106 63,054 1,084,522 SH   DFND   0 1,084,522 0
TREX CO INC COM 89531P105 53,536 411,593 SH   DFND   0 411,593 0
TYLER TECHNOLOGIES INC COM 902252105 65,291 188,225 SH   DFND   0 188,225 0
ULTA BEAUTY INC COM 90384S303 20,501 100,781 SH   DFND   0 100,781 0
UNITED PARCEL SERVICE INC CL B 911312106 97 869 SH   DFND   0 869 0
VARIAN MED SYS INC COM 92220P105 5,146 41,999 SH   DFND   0 41,999 0
VARONIS SYS INC COM 922280102 16,160 182,639 SH   DFND   0 182,639 0
VEEVA SYS INC CL A COM 922475108 10,028 42,780 SH   DFND   0 42,780 0
VERISK ANALYTICS INC COM 92345Y106 62,526 367,365 SH   DFND   0 367,365 0
WEX INC COM 96208T104 43,073 261,033 SH   DFND   0 261,033 0
WINGSTOP INC COM 974155103 73,463 528,628 SH   DFND   0 528,628 0
XILINX INC COM 983919101 8,297 84,331 SH   DFND   0 84,331 0
YETI HLDGS INC COM 98585X104 10,993 257,260 SH   DFND   0 257,260 0
MIMECAST LTD ORD SHS G14838109 9,798 235,183 SH   DFND   0 235,183 0
ICON PLC SHS G4705A100 92,902 551,478 SH   DFND   0 551,478 0
IHS MARKIT LTD SHS G47567105 30,579 405,018 SH   DFND   0 405,018 0
MEDTRONIC PLC SHS G5960L103 55 599 SH   DFND   0 599 0
GLOBANT S A COM L44385109 32,109 214,277 SH   DFND   0 214,277 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 15,252 59,071 SH   DFND   0 59,071 0
CYBERARK SOFTWARE LTD SHS M2682V108 30,573 307,983 SH   DFND   0 307,983 0
KORNIT DIGITAL LTD SHS M6372Q113 69,405 1,300,198 SH   DFND   0 1,300,198 0
WIX COM LTD SHS M98068105 12,009 46,869 SH   DFND   0 46,869 0
NXP SEMICONDUCTORS N V COM N6596X109 3,149 27,612 SH   DFND   0 27,612 0
QIAGEN NV SHS NEW N72482123 6,999 163,484 SH   DFND   0 163,484 0