# EDGAR Filing Document

**Accession Number:** 0001314440
**File Stem:** 0001314440-23-000002
**Filing Date:** 2023-1
**Character Count:** 19437
**Document Hash:** c82e75e8ff2571b7e7670ed070bf1ae1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001314440-23-000002.hdr.sgml**: 20230126

**ACCESSION NUMBER**: 0001314440-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230126

**DATE AS OF CHANGE**: 20230126

**EFFECTIVENESS DATE**: 20230126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stephens Investment Management Group LLC
- **CENTRAL INDEX KEY:** 0001314440
- **IRS NUMBER:** 203456509
- **STATE OF INCORPORATION:** AR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11261
- **FILM NUMBER:** 23558340

**BUSINESS ADDRESS:**
- **STREET 1:** 9 GREENWAY PLAZA
- **STREET 2:** SUITE 1900
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77046
- **BUSINESS PHONE:** 800-458-6589

**MAIL ADDRESS:**
- **STREET 1:** 111 CENTER STREET
- **CITY:** LITTLE ROCK
- **STATE:** AR
- **ZIP:** 72203

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Stephens Inc.
- **DATE OF NAME CHANGE:** 20050114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Stephens Investment Management Group LLC<br>**Address:** 111 Center Street<br>Little Rock, AR 72203

**Form 13F File Number:** 028-11261

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Todd C. Ferguson<br>**Title:** Chief Compliance Officer<br>**Phone:** 501-377-2368

**Signature, Place, and Date of Signing:**

Todd C. Ferguson  Little Rock, AR  01-26-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 166

**Form 13F Information Table Value Total:** $5518769

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| A K A BRANDS HLDG CORP | OM | 00152K101 |  | 2475 | 2045584 | SH |  | DFND |  | 0 | 2045584 | 0 |
| ACADIA HEALTHCARE COMPANY IN | OM | 00404A109 |  | 123872 | 1502938 | SH |  | DFND |  | 0 | 1502938 | 0 |
| ADOBE SYSTEMS INCORPORATED | OM | 00724F101 |  | 104 | 307 | SH |  | DFND |  | 0 | 307 | 0 |
| AEROVIRONMENT INC | OM | 008073108 |  | 57364 | 671629 | SH |  | DFND |  | 0 | 671629 | 0 |
| ALPHA TEKNOVA INC | OM | 02080L102 |  | 1924 | 358903 | SH |  | DFND |  | 0 | 358903 | 0 |
| AMAZON COM INC | OM | 023135106 |  | 207 | 2461 | SH |  | DFND |  | 0 | 2461 | 0 |
| AMERESCO INC | L A | 02361E108 |  | 45399 | 787357 | SH |  | DFND |  | 0 | 787357 | 0 |
| ANSYS INC | OM | 03662Q105 |  | 27666 | 113590 | SH |  | DFND |  | 0 | 113590 | 0 |
| AUTODESK INC | OM | 052769106 |  | 7826 | 41599 | SH |  | DFND |  | 0 | 41599 | 0 |
| AXON ENTERPRISE INC | OM | 05464C101 |  | 98511 | 594943 | SH |  | DFND |  | 0 | 594943 | 0 |
| AZEK CO INC | L A | 05478C105 |  | 24393 | 1168789 | SH |  | DFND |  | 0 | 1168789 | 0 |
| BAKER HUGHES COMPANY | L A | 05722G100 |  | 7339 | 251493 | SH |  | DFND |  | 0 | 251493 | 0 |
| BALCHEM CORP | OM | 057665200 |  | 39461 | 320403 | SH |  | DFND |  | 0 | 320403 | 0 |
| BELLRING BRANDS INC | OMMON STOCK | 07831C103 |  | 51281 | 1974625 | SH |  | DFND |  | 0 | 1974625 | 0 |
| BIOLIFE SOLUTIONS INC | OM NEW | 09062W204 |  | 7099 | 391351 | SH |  | DFND |  | 0 | 391351 | 0 |
| BIO-TECHNE CORP | OM | 09073M104 |  | 55024 | 651405 | SH |  | DFND |  | 0 | 651405 | 0 |
| BOX INC | L A | 10316T104 |  | 41032 | 1306744 | SH |  | DFND |  | 0 | 1306744 | 0 |
| BRIGHT HORIZONS FAM SOL IN D | OM | 109194100 |  | 32049 | 497663 | SH |  | DFND |  | 0 | 497663 | 0 |
| AZENTA INC | OM | 114340102 |  | 49490 | 845557 | SH |  | DFND |  | 0 | 845557 | 0 |
| BROWN FORMAN CORP | L B | 115637209 |  | 8431 | 127453 | SH |  | DFND |  | 0 | 127453 | 0 |
| BURLINGTON STORES INC | OM | 122017106 |  | 65262 | 317068 | SH |  | DFND |  | 0 | 317068 | 0 |
| CME GROUP INC | OM | 12572Q105 |  | 203 | 1202 | SH |  | DFND |  | 0 | 1202 | 0 |
| COTERRA ENERGY INC | OM | 127097103 |  | 28582 | 1165670 | SH |  | DFND |  | 0 | 1165670 | 0 |
| CACTUS INC | L A | 127203107 |  | 50842 | 1014202 | SH |  | DFND |  | 0 | 1014202 | 0 |
| CADENCE DESIGN SYSTEM INC | OM | 127387108 |  | 69198 | 427330 | SH |  | DFND |  | 0 | 427330 | 0 |
| CELSIUS HLDGS INC | OM NEW | 15118V207 |  | 68079 | 658470 | SH |  | DFND |  | 0 | 658470 | 0 |
| CHEFS WHSE INC | OM | 163086101 |  | 24092 | 732288 | SH |  | DFND |  | 0 | 732288 | 0 |
| COGNEX CORP | OM | 192422103 |  | 43650 | 918568 | SH |  | DFND |  | 0 | 918568 | 0 |
| COPART INC | OM | 217204106 |  | 11612 | 189641 | SH |  | DFND |  | 0 | 189641 | 0 |
| COSTAR GROUP INC | OM | 22160N109 |  | 42489 | 547040 | SH |  | DFND |  | 0 | 547040 | 0 |
| CROWDSTRIKE HLDGS INC | L A | 22788C105 |  | 2847 | 27227 | SH |  | DFND |  | 0 | 27227 | 0 |
| DECKERS OUTDOOR CORP | OM | 243537107 |  | 29692 | 74231 | SH |  | DFND |  | 0 | 74231 | 0 |
| DESCARTES SYS GROUP INC | OM | 249906108 |  | 12468 | 177487 | SH |  | DFND |  | 0 | 177487 | 0 |
| DEXCOM INC | OM | 252131107 |  | 68728 | 613262 | SH |  | DFND |  | 0 | 613262 | 0 |
| DOLLAR TREE INC | OM | 256746108 |  | 50029 | 349876 | SH |  | DFND |  | 0 | 349876 | 0 |
| DOMINOS PIZZA INC | OM | 25754A201 |  | 54771 | 156579 | SH |  | DFND |  | 0 | 156579 | 0 |
| DROPBOX INC | L A | 26210C104 |  | 4883 | 218574 | SH |  | DFND |  | 0 | 218574 | 0 |
| ELECTRONIC ARTS INC | OM | 285512109 |  | 47521 | 388911 | SH |  | DFND |  | 0 | 388911 | 0 |
| ASPEN TECHNOLOGY INC | OM | 29109X106 |  | 34548 | 168018 | SH |  | DFND |  | 0 | 168018 | 0 |
| ENCORE CAP GROUP INC | OM | 292554102 |  | 9937 | 208633 | SH |  | DFND |  | 0 | 208633 | 0 |
| ENVESTNET INC | OM | 29404K106 |  | 81917 | 1326162 | SH |  | DFND |  | 0 | 1326162 | 0 |
| EXELIXIS INC | OM | 30161Q104 |  | 63380 | 4047250 | SH |  | DFND |  | 0 | 4047250 | 0 |
| EZCORP INC | L A NON VTG | 302301106 |  | 18604 | 2260502 | SH |  | DFND |  | 0 | 2260502 | 0 |
| FARFETCH LTD | RD SH CL A | 30744W107 |  | 24205 | 5205281 | SH |  | DFND |  | 0 | 5205281 | 0 |
| FASTENAL CO | OM | 311900104 |  | 6831 | 143633 | SH |  | DFND |  | 0 | 143633 | 0 |
| FIRSTCASH HOLDINGS INC | OM | 33768G107 |  | 102220 | 1159877 | SH |  | DFND |  | 0 | 1159877 | 0 |
| FIVE BELOW INC | OM | 33829M101 |  | 48018 | 270645 | SH |  | DFND |  | 0 | 270645 | 0 |
| FIVE9 INC | OM | 338307101 |  | 48696 | 718552 | SH |  | DFND |  | 0 | 718552 | 0 |
| FLOOR  DECOR HLDGS INC | L A | 339750101 |  | 35356 | 498042 | SH |  | DFND |  | 0 | 498042 | 0 |
| FORTINET INC | OM | 34959E109 |  | 44927 | 912957 | SH |  | DFND |  | 0 | 912957 | 0 |
| FOX FACTORY HLDG CORP | OM | 35138V102 |  | 6115 | 66184 | SH |  | DFND |  | 0 | 66184 | 0 |
| GENERAC HLDGS INC | OM | 368736104 |  | 1710 | 16991 | SH |  | DFND |  | 0 | 16991 | 0 |
| GUIDEWIRE SOFTWARE INC | OM | 40171V100 |  | 47123 | 755542 | SH |  | DFND |  | 0 | 755542 | 0 |
| HALOZYME THERAPEUTICS INC | OM | 40637H109 |  | 73734 | 1294025 | SH |  | DFND |  | 0 | 1294025 | 0 |
| HEALTHSTREAM INC | OM | 42222N103 |  | 11827 | 474963 | SH |  | DFND |  | 0 | 474963 | 0 |
| HEALTHEQUITY INC | OM | 42226A107 |  | 63049 | 1033416 | SH |  | DFND |  | 0 | 1033416 | 0 |
| HEICO CORP NEW | L A | 422806208 |  | 67706 | 566058 | SH |  | DFND |  | 0 | 566058 | 0 |
| HOLOGIC INC | OM | 436440101 |  | 55008 | 722835 | SH |  | DFND |  | 0 | 722835 | 0 |
| HUB GROUP INC | L A | 443320106 |  | 14159 | 175756 | SH |  | DFND |  | 0 | 175756 | 0 |
| HUNT J B TRANS SVCS INC | OM | 445658107 |  | 27919 | 157939 | SH |  | DFND |  | 0 | 157939 | 0 |
| ICF INTL INC | OM | 44925C103 |  | 16323 | 164246 | SH |  | DFND |  | 0 | 164246 | 0 |
| IRHYTHM TECHNOLOGIES INC | OM | 450056106 |  | 26904 | 288392 | SH |  | DFND |  | 0 | 288392 | 0 |
| IDEXX LABS INC | OM | 45168D104 |  | 44046 | 107330 | SH |  | DFND |  | 0 | 107330 | 0 |
| ILLUMINA INC | OM | 452327109 |  | 22165 | 109924 | SH |  | DFND |  | 0 | 109924 | 0 |
| INSULET CORP | OM | 45784P101 |  | 18763 | 63595 | SH |  | DFND |  | 0 | 63595 | 0 |
| INTUITIVE SURGICAL INC | OM NEW | 46120E602 |  | 135 | 505 | SH |  | DFND |  | 0 | 505 | 0 |
| KLA CORP | OM NEW | 482480100 |  | 6121 | 16113 | SH |  | DFND |  | 0 | 16113 | 0 |
| KEYSIGHT TECHNOLOGIES INC | OM | 49338L103 |  | 10446 | 60663 | SH |  | DFND |  | 0 | 60663 | 0 |
| KRATOS DEFENSE  SEC SOLUTIO | OM NEW | 50077B207 |  | 39677 | 3940085 | SH |  | DFND |  | 0 | 3940085 | 0 |
| L3HARRIS TECHNOLOGIES INC | OM | 502431109 |  | 6261 | 30297 | SH |  | DFND |  | 0 | 30297 | 0 |
| LATTICE SEMICONDUCTOR CORP | OM | 518415104 |  | 31390 | 488264 | SH |  | DFND |  | 0 | 488264 | 0 |
| LEONARDO DRS INC | OM | 52661A108 |  | 18983 | 1471577 | SH |  | DFND |  | 0 | 1471577 | 0 |
| LESLIES INC | OM | 527064109 |  | 18629 | 1542115 | SH |  | DFND |  | 0 | 1542115 | 0 |
| LIGAND PHARMACEUTICALS INC | OM NEW | 53220K504 |  | 30714 | 454416 | SH |  | DFND |  | 0 | 454416 | 0 |
| LINDSAY CORP | OM | 535555106 |  | 17095 | 102905 | SH |  | DFND |  | 0 | 102905 | 0 |
| LIVE NATION ENTERTAINMENT IN | OM | 538034109 |  | 49312 | 702953 | SH |  | DFND |  | 0 | 702953 | 0 |
| LULULEMON ATHLETICA INC | OM | 550021109 |  | 6831 | 21560 | SH |  | DFND |  | 0 | 21560 | 0 |
| MGP INGREDIENTS INC NEW | OM | 55303J106 |  | 85998 | 793926 | SH |  | DFND |  | 0 | 793926 | 0 |
| MAGNOLIA OIL  GAS CORP | L A | 559663109 |  | 65718 | 2815688 | SH |  | DFND |  | 0 | 2815688 | 0 |
| MANHATTAN ASSOCIATES INC | OM | 562750109 |  | 99425 | 817305 | SH |  | DFND |  | 0 | 817305 | 0 |
| MARKETAXESS HLDGS INC | OM | 57060D108 |  | 63940 | 225672 | SH |  | DFND |  | 0 | 225672 | 0 |
| MAXIMUS INC | OM | 577933104 |  | 18677 | 254662 | SH |  | DFND |  | 0 | 254662 | 0 |
| MEDPACE HLDGS INC | OM | 58506Q109 |  | 13067 | 60604 | SH |  | DFND |  | 0 | 60604 | 0 |
| MERCADOLIBRE INC | OM | 58733R102 |  | 151 | 174 | SH |  | DFND |  | 0 | 174 | 0 |
| MICROSOFT CORP | OM | 594918104 |  | 556 | 2307 | SH |  | DFND |  | 0 | 2307 | 0 |
| MICROCHIP TECHNOLOGY INC. | OM | 595017104 |  | 49375 | 700856 | SH |  | DFND |  | 0 | 700856 | 0 |
| MISSION PRODUCE INC | OM | 60510V108 |  | 8410 | 715724 | SH |  | DFND |  | 0 | 715724 | 0 |
| MOBILEYE GLOBAL INC | OMMON CLASS A | 60741F104 |  | 1754 | 50819 | SH |  | DFND |  | 0 | 50819 | 0 |
| MODEL N INC | OM | 607525102 |  | 11714 | 290745 | SH |  | DFND |  | 0 | 290745 | 0 |
| MONSTER BEVERAGE CORP NEW | OM | 61174X109 |  | 12191 | 119492 | SH |  | DFND |  | 0 | 119492 | 0 |
| MONTROSE ENVIRONMENTAL GROUP | OM | 615111101 |  | 18426 | 426240 | SH |  | DFND |  | 0 | 426240 | 0 |
| NATIONAL INSTRS CORP | OM | 636518102 |  | 50996 | 1376398 | SH |  | DFND |  | 0 | 1376398 | 0 |
| NEOGEN CORP | OM | 640491106 |  | 29689 | 1930379 | SH |  | DFND |  | 0 | 1930379 | 0 |
| NICE LTD | PONSORED ADR | 653656108 |  | 6617 | 34144 | SH |  | DFND |  | 0 | 34144 | 0 |
| NLIGHT INC | OM | 65487K100 |  | 8466 | 853450 | SH |  | DFND |  | 0 | 853450 | 0 |
| NVIDIA CORPORATION | OM | 67066G104 |  | 122 | 836 | SH |  | DFND |  | 0 | 836 | 0 |
| NUVASIVE INC | OM | 670704105 |  | 32324 | 800504 | SH |  | DFND |  | 0 | 800504 | 0 |
| OMNICELL COM | OM | 68213N109 |  | 13959 | 283883 | SH |  | DFND |  | 0 | 283883 | 0 |
| OMNIAB INC | OM | 68218J103 |  | 3342 | 861403 | SH |  | DFND |  | 0 | 861403 | 0 |
| ONTO INNOVATION INC | OM | 683344105 |  | 43813 | 637465 | SH |  | DFND |  | 0 | 637465 | 0 |
| PRA GROUP INC | OM | 69354N106 |  | 65924 | 1934388 | SH |  | DFND |  | 0 | 1934388 | 0 |
| PTC INC | OM | 69370C100 |  | 47635 | 393286 | SH |  | DFND |  | 0 | 393286 | 0 |
| PACIRA BIOSCIENCES INC | OM | 695127100 |  | 45535 | 1168469 | SH |  | DFND |  | 0 | 1168469 | 0 |
| PALO ALTO NETWORKS INC | OM | 697435105 |  | 55400 | 395150 | SH |  | DFND |  | 0 | 395150 | 0 |
| PALOMAR HLDGS INC | OM | 69753M105 |  | 32929 | 739987 | SH |  | DFND |  | 0 | 739987 | 0 |
| PAPA JOHNS INTL INC | OM | 698813102 |  | 67862 | 815554 | SH |  | DFND |  | 0 | 815554 | 0 |
| PIONEER NAT RES CO | OM | 723787107 |  | 28781 | 126968 | SH |  | DFND |  | 0 | 126968 | 0 |
| PIPER SANDLER COMPANIES | OM | 724078100 |  | 50680 | 380164 | SH |  | DFND |  | 0 | 380164 | 0 |
| POOL CORP | OM | 73278L105 |  | 27088 | 88259 | SH |  | DFND |  | 0 | 88259 | 0 |
| POWER INTEGRATIONS INC | OM | 739276103 |  | 41400 | 575400 | SH |  | DFND |  | 0 | 575400 | 0 |
| PROS HOLDINGS INC | OM | 74346Y103 |  | 28409 | 1169558 | SH |  | DFND |  | 0 | 1169558 | 0 |
| Q2 HLDGS INC | OM | 74736L109 |  | 22872 | 867037 | SH |  | DFND |  | 0 | 867037 | 0 |
| QUALYS INC | OM | 74758T303 |  | 41851 | 371249 | SH |  | DFND |  | 0 | 371249 | 0 |
| RAPID7 INC | OM | 753422104 |  | 34630 | 1014953 | SH |  | DFND |  | 0 | 1014953 | 0 |
| RAYTHEON TECHNOLOGIES CORP | OM | 75513E101 |  | 182 | 1818 | SH |  | DFND |  | 0 | 1818 | 0 |
| RBC BEARINGS INC | OM | 75524B104 |  | 58962 | 276675 | SH |  | DFND |  | 0 | 276675 | 0 |
| REPLIGEN CORP | OM | 759916109 |  | 93304 | 545954 | SH |  | DFND |  | 0 | 545954 | 0 |
| RESMED INC | OM | 761152107 |  | 58107 | 277534 | SH |  | DFND |  | 0 | 277534 | 0 |
| REVOLVE GROUP INC | L A | 76156B107 |  | 35382 | 1581694 | SH |  | DFND |  | 0 | 1581694 | 0 |
| RINGCENTRAL INC | L A | 76680R206 |  | 14598 | 412833 | SH |  | DFND |  | 0 | 412833 | 0 |
| ROCKWELL AUTOMATION INC | OM | 773903109 |  | 37737 | 145348 | SH |  | DFND |  | 0 | 145348 | 0 |
| ROPER TECHNOLOGIES INC | OM | 776696106 |  | 7003 | 16029 | SH |  | DFND |  | 0 | 16029 | 0 |
| ROSS STORES INC | OM | 778296103 |  | 10020 | 86486 | SH |  | DFND |  | 0 | 86486 | 0 |
| RYAN SPECIALTY HOLDINGS INC | L A | 78351F107 |  | 66245 | 1613764 | SH |  | DFND |  | 0 | 1613764 | 0 |
| SPS COMM INC | OM | 78463M107 |  | 33707 | 260222 | SH |  | DFND |  | 0 | 260222 | 0 |
| SALESFORCE INC | OM | 79466L302 |  | 125 | 942 | SH |  | DFND |  | 0 | 942 | 0 |
| HENRY SCHEIN INC | OM | 806407102 |  | 7862 | 97530 | SH |  | DFND |  | 0 | 97530 | 0 |
| SCHRODINGER INC | OM | 80810D103 |  | 14713 | 779715 | SH |  | DFND |  | 0 | 779715 | 0 |
| SHOPIFY INC | L A | 82509L107 |  | 56 | 1588 | SH |  | DFND |  | 0 | 1588 | 0 |
| SILICON LABORATORIES INC | OM | 826919102 |  | 43707 | 321401 | SH |  | DFND |  | 0 | 321401 | 0 |
| SITEONE LANDSCAPE SUPPLY INC | OM | 82982L103 |  | 52795 | 443582 | SH |  | DFND |  | 0 | 443582 | 0 |
| SOUTHWESTERN ENERGY CO | OM | 845467109 |  | 53878 | 9178587 | SH |  | DFND |  | 0 | 9178587 | 0 |
| SPLUNK INC | OM | 848637104 |  | 5382 | 62193 | SH |  | DFND |  | 0 | 62193 | 0 |
| SPORTSMANS WHSE HLDGS INC | OM | 84920Y106 |  | 8742 | 961664 | SH |  | DFND |  | 0 | 961664 | 0 |
| SUPERNUS PHARMACEUTICALS INC | OM | 868459108 |  | 57579 | 1604769 | SH |  | DFND |  | 0 | 1604769 | 0 |
| SYNEOS HEALTH INC | L A | 87166B102 |  | 3792 | 102674 | SH |  | DFND |  | 0 | 102674 | 0 |
| TJX COS INC NEW | OM | 872540109 |  | 235 | 2959 | SH |  | DFND |  | 0 | 2959 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | PONSORED ADS | 874039100 |  | 213 | 2808 | SH |  | DFND |  | 0 | 2808 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | OM | 874054109 |  | 56427 | 556809 | SH |  | DFND |  | 0 | 556809 | 0 |
| TANDEM DIABETES CARE INC | OM NEW | 875372203 |  | 42315 | 983151 | SH |  | DFND |  | 0 | 983151 | 0 |
| TERADYNE INC | OM | 880770102 |  | 4272 | 48834 | SH |  | DFND |  | 0 | 48834 | 0 |
| TOAST INC | L A | 888787108 |  | 30644 | 1707186 | SH |  | DFND |  | 0 | 1707186 | 0 |
| TRACTOR SUPPLY CO | OM | 892356106 |  | 33261 | 146535 | SH |  | DFND |  | 0 | 146535 | 0 |
| TRADEWEB MKTS INC | L A | 892672106 |  | 59785 | 903509 | SH |  | DFND |  | 0 | 903509 | 0 |
| TREX CO INC | OM | 89531P105 |  | 31633 | 740645 | SH |  | DFND |  | 0 | 740645 | 0 |
| TYLER TECHNOLOGIES INC | OM | 902252105 |  | 50309 | 154572 | SH |  | DFND |  | 0 | 154572 | 0 |
| UIPATH INC | L A | 90364P105 |  | 1964 | 154781 | SH |  | DFND |  | 0 | 154781 | 0 |
| ULTA BEAUTY INC | OM | 90384S303 |  | 59480 | 127960 | SH |  | DFND |  | 0 | 127960 | 0 |
| UNITED PARCEL SERVICE INC | L B | 911312106 |  | 211 | 1203 | SH |  | DFND |  | 0 | 1203 | 0 |
| VARONIS SYS INC | OM | 922280102 |  | 25889 | 1088214 | SH |  | DFND |  | 0 | 1088214 | 0 |
| VEEVA SYS INC | L A COM | 922475108 |  | 6686 | 40973 | SH |  | DFND |  | 0 | 40973 | 0 |
| VERISK ANALYTICS INC | OM | 92345Y106 |  | 56245 | 315875 | SH |  | DFND |  | 0 | 315875 | 0 |
| VIPER ENERGY PARTNERS LP | OM UNT RP INT | 92763M105 |  | 34667 | 1086726 | SH |  | DFND |  | 0 | 1086726 | 0 |
| WARNER MUSIC GROUP CORP | OM CL A | 934550203 |  | 57502 | 1628037 | SH |  | DFND |  | 0 | 1628037 | 0 |
| WEX INC | OM | 96208T104 |  | 58616 | 358683 | SH |  | DFND |  | 0 | 358683 | 0 |
| WINGSTOP INC | OM | 974155103 |  | 101281 | 706087 | SH |  | DFND |  | 0 | 706087 | 0 |
| ZOOMINFO TECHNOLOGIES INC | OMMON STOCK | 98980F104 |  | 3857 | 127932 | SH |  | DFND |  | 0 | 127932 | 0 |
| AMBARELLA INC | HS | G037AX101 |  | 40808 | 503738 | SH |  | DFND |  | 0 | 503738 | 0 |
| ICON PLC | HS | G4705A100 |  | 96881 | 488138 | SH |  | DFND |  | 0 | 488138 | 0 |
| TECHNIPFMC PLC | OM | G87110105 |  | 29629 | 2456786 | SH |  | DFND |  | 0 | 2456786 | 0 |
| GLOBANT S A | OM | L44385109 |  | 41935 | 248915 | SH |  | DFND |  | 0 | 248915 | 0 |
| SPOTIFY TECHNOLOGY S A | HS | L8681T102 |  | 4915 | 62202 | SH |  | DFND |  | 0 | 62202 | 0 |
| CYBERARK SOFTWARE LTD | HS | M2682V108 |  | 59015 | 452295 | SH |  | DFND |  | 0 | 452295 | 0 |
| KORNIT DIGITAL LTD | HS | M6372Q113 |  | 24320 | 1104464 | SH |  | DFND |  | 0 | 1104464 | 0 |
| ASML HOLDING N V | Y REGISTRY SHS | N07059210 |  | 117 | 213 | SH |  | DFND |  | 0 | 213 | 0 |
| NXP SEMICONDUCTORS N V | OM | N6596X109 |  | 5374 | 33987 | SH |  | DFND |  | 0 | 33987 | 0 |

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