EULAV Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
AAON INC	COM PAR $0.004	000360206	4,551	124,000	SH		SOLE		124,000	0	0
AARONS INC	COM PAR $0.50	002535300	223	5,600	SH		SOLE		5,600	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	17,881	116,800	SH		SOLE		116,800	0	0
ACI WORLDWIDE INC	COM	004498101	841	37,100	SH		SOLE		37,100	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	28,177	445,000	SH		SOLE		445,000	0	0
ACUITY BRANDS INC	COM	00508Y102	10,965	62,300	SH		SOLE		62,300	0	0
ADOBE SYS INC	COM	00724F101	8,937	51,000	SH		SOLE		51,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	1,216	12,200	SH		SOLE		12,200	0	0
AIR PRODS & CHEMS INC	COM	009158106	2,461	15,000	SH		SOLE		15,000	0	0
AKORN INC	COM	009728106	2,546	79,000	SH		SOLE		79,000	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	48,434	405,000	SH		SOLE		405,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	16,898	98,000	SH		SOLE		98,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	667	3,000	SH		SOLE		3,000	0	0
ALLEGHANY CORP DEL	COM	017175100	3,994	6,700	SH		SOLE		6,700	0	0
ALLERGAN PLC	SHS	G0177J108	699	4,272	SH		SOLE		4,272	0	0
ALPHABET INC	CAP STK CL A	02079K305	24,228	23,000	SH		SOLE		23,000	0	0
AMAZON COM INC	COM	023135106	21,986	18,800	SH		SOLE		18,800	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	868	8,000	SH		SOLE		8,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	13,482	94,500	SH		SOLE		94,500	0	0
AMERICAN WOODMARK CORP	COM	030506109	469	3,600	SH		SOLE		3,600	0	0
AMETEK INC NEW	COM	031100100	24,651	340,150	SH		SOLE		340,150	0	0
AMPHENOL CORP NEW	CL A	032095101	25,681	292,500	SH		SOLE		292,500	0	0
ANADARKO PETE CORP	COM	032511107	4,559	85,000	SH		SOLE		85,000	0	0
ANSYS INC	COM	03662Q105	27,884	188,926	SH		SOLE		188,926	0	0
APPLE INC	COM	037833100	5,754	34,000	SH		SOLE		34,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,907	28,000	SH		SOLE		28,000	0	0
APPLIED OPTOELECTRONICS INC	COM	03823U102	303	8,000	SH		SOLE		8,000	0	0
APTARGROUP INC	COM	038336103	13,589	157,500	SH		SOLE		157,500	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	18,617	205,100	SH		SOLE		205,100	0	0
ARGAN INC	COM	04010E109	1,845	41,000	SH		SOLE		41,000	0	0
ARISTA NETWORKS INC	COM	040413106	660	2,800	SH		SOLE		2,800	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	1,357	21,200	SH		SOLE		21,200	0	0
AUTODESK INC	COM	052769106	629	6,000	SH		SOLE		6,000	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	1,840	15,700	SH		SOLE		15,700	0	0
AUTOZONE INC	COM	053332102	16,219	22,800	SH		SOLE		22,800	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	430	15,000	SH		SOLE		15,000	0	0
AZZ INC	COM	002474104	5,258	102,900	SH		SOLE		102,900	0	0
B & G FOODS INC NEW	COM	05508R106	1,666	47,400	SH		SOLE		47,400	0	0
BALCHEM CORP	COM	057665200	1,024	12,700	SH		SOLE		12,700	0	0
BALL CORP	COM	058498106	11,673	308,400	SH		SOLE		308,400	0	0
BANK AMER CORP	COM	060505104	16,826	570,000	SH		SOLE		570,000	0	0
BECTON DICKINSON & CO	COM	075887109	12,566	58,704	SH		SOLE		58,704	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	810	13,800	SH		SOLE		13,800	0	0
BIG LOTS INC	COM	089302103	831	14,800	SH		SOLE		14,800	0	0
BIO RAD LABS INC	CL A	090572207	1,050	4,400	SH		SOLE		4,400	0	0
BIOGEN INC	COM	09062X103	12,424	39,000	SH		SOLE		39,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	9,185	103,000	SH		SOLE		103,000	0	0
BLACKBAUD INC	COM	09227Q100	1,493	15,800	SH		SOLE		15,800	0	0
BLACKROCK INC	COM	09247X101	3,596	7,000	SH		SOLE		7,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	9,254	289,000	SH		SOLE		289,000	0	0
BOB EVANS FARMS INC	COM	096761101	954	12,100	SH		SOLE		12,100	0	0
BOSTON BEER INC	CL A	100557107	1,968	10,300	SH		SOLE		10,300	0	0
BRINKS CO	COM	109696104	433	5,500	SH		SOLE		5,500	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	10,148	151,486	SH		SOLE		151,486	0	0
BROADCOM LTD	SHS	Y09827109	11,047	43,000	SH		SOLE		43,000	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	417	4,600	SH		SOLE		4,600	0	0
BROWN FORMAN CORP	CL B	115637209	2,925	42,600	SH		SOLE		42,600	0	0
BUFFALO WILD WINGS INC	COM	119848109	4,847	31,000	SH		SOLE		31,000	0	0
BWX TECHNOLOGIES INC	COM	05605H100	623	10,300	SH		SOLE		10,300	0	0
CACI INTL INC	CL A	127190304	490	3,700	SH		SOLE		3,700	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	1,087	26,000	SH		SOLE		26,000	0	0
CAL MAINE FOODS INC	COM NEW	128030202	560	12,600	SH		SOLE		12,600	0	0
CALAVO GROWERS INC	COM	128246105	4,574	54,200	SH		SOLE		54,200	0	0
CANADIAN NATL RY CO	COM	136375102	16,714	202,600	SH		SOLE		202,600	0	0
CANTEL MEDICAL CORP	COM	138098108	4,105	39,900	SH		SOLE		39,900	0	0
CARLISLE COS INC	COM	142339100	12,115	106,600	SH		SOLE		106,600	0	0
CASEYS GEN STORES INC	COM	147528103	14,944	133,500	SH		SOLE		133,500	0	0
CAVCO INDS INC DEL	COM	149568107	839	5,500	SH		SOLE		5,500	0	0
CELGENE CORP	COM	151020104	21,603	207,000	SH		SOLE		207,000	0	0
CERNER CORP	COM	156782104	6,854	101,700	SH		SOLE		101,700	0	0
CHEESECAKE FACTORY INC	COM	163072101	1,922	39,900	SH		SOLE		39,900	0	0
CHEMED CORP NEW	COM	16359R103	7,777	32,000	SH		SOLE		32,000	0	0
CHILDRENS PL INC	COM	168905107	916	6,300	SH		SOLE		6,300	0	0
CHUBB LIMITED	COM	H1467J104	9,177	62,800	SH		SOLE		62,800	0	0
CHURCH & DWIGHT INC	COM	171340102	21,724	433,000	SH		SOLE		433,000	0	0
CHURCHILL DOWNS INC	COM	171484108	5,911	25,400	SH		SOLE		25,400	0	0
CINTAS CORP	COM	172908105	1,699	10,900	SH		SOLE		10,900	0	0
CISCO SYS INC	COM	17275R102	3,524	92,000	SH		SOLE		92,000	0	0
CITIGROUP INC	COM NEW	172967424	7,069	95,000	SH		SOLE		95,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	2,557	36,000	SH		SOLE		36,000	0	0
COHERENT INC	COM	192479103	988	3,500	SH		SOLE		3,500	0	0
COMCAST CORP NEW	CL A	20030N101	3,925	98,000	SH		SOLE		98,000	0	0
COMMVAULT SYSTEMS INC	COM	204166102	940	17,900	SH		SOLE		17,900	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	9,371	41,000	SH		SOLE		41,000	0	0
COOPER STD HLDGS INC	COM	21676P103	870	7,100	SH		SOLE		7,100	0	0
CORE MARK HOLDING CO INC	COM	218681104	1,348	42,700	SH		SOLE		42,700	0	0
COSTCO WHSL CORP NEW	COM	22160K105	13,773	74,000	SH		SOLE		74,000	0	0
CROWN HOLDINGS INC	COM	228368106	4,843	86,100	SH		SOLE		86,100	0	0
DANAHER CORP DEL	COM	235851102	17,821	192,000	SH		SOLE		192,000	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	2,852	51,700	SH		SOLE		51,700	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	3,248	58,000	SH		SOLE		58,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	6,491	98,600	SH		SOLE		98,600	0	0
DEXCOM INC	COM	252131107	5,854	102,000	SH		SOLE		102,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	8,837	70,000	SH		SOLE		70,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	3,655	34,000	SH		SOLE		34,000	0	0
DOLLAR TREE INC	COM	256746108	6,761	63,000	SH		SOLE		63,000	0	0
DOMINOS PIZZA INC	COM	25754A201	11,281	59,700	SH		SOLE		59,700	0	0
DORMAN PRODUCTS INC	COM	258278100	336	5,500	SH		SOLE		5,500	0	0
DYCOM INDS INC	COM	267475101	1,593	14,300	SH		SOLE		14,300	0	0
E L F BEAUTY INC	COM	26856L103	3,235	145,000	SH		SOLE		145,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	397	8,000	SH		SOLE		8,000	0	0
ECOLAB INC	COM	278865100	19,832	147,800	SH		SOLE		147,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	11,384	101,000	SH		SOLE		101,000	0	0
EL PASO ELEC CO	COM NEW	283677854	2,092	37,800	SH		SOLE		37,800	0	0
EMCOR GROUP INC	COM	29084Q100	311	3,800	SH		SOLE		3,800	0	0
ENERSYS	COM	29275Y102	6,879	98,800	SH		SOLE		98,800	0	0
ENPRO INDS INC	COM	29355X107	5,788	61,900	SH		SOLE		61,900	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	422	2,100	SH		SOLE		2,100	0	0
EPLUS INC	COM	294268107	7,016	93,300	SH		SOLE		93,300	0	0
EQUIFAX INC	COM	294429105	2,417	20,500	SH		SOLE		20,500	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,089	68,400	SH		SOLE		68,400	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	4,213	56,400	SH		SOLE		56,400	0	0
EXACT SCIENCES CORP	COM	30063P105	9,194	175,000	SH		SOLE		175,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	3,482	57,700	SH		SOLE		57,700	0	0
EXPEDIA INC DEL	COM NEW	30212P303	2,156	18,000	SH		SOLE		18,000	0	0
EXPONENT INC	COM	30214U102	903	12,700	SH		SOLE		12,700	0	0
F M C CORP	COM NEW	302491303	12,079	127,600	SH		SOLE		127,600	0	0
FACEBOOK INC	CL A	30303M102	28,939	164,000	SH		SOLE		164,000	0	0
FAIR ISAAC CORP	COM	303250104	6,557	42,800	SH		SOLE		42,800	0	0
FIRST FINL BANKSHARES	COM	32020R109	4,710	104,548	SH		SOLE		104,548	0	0
FISERV INC	COM	337738108	24,784	189,000	SH		SOLE		189,000	0	0
FIVE BELOW INC	COM	33829M101	411	6,200	SH		SOLE		6,200	0	0
FORTUNE BRANDS HOME & SEC IN	COM	34964C106	1,821	26,600	SH		SOLE		26,600	0	0
FRANKLIN ELEC INC	COM	353514102	647	14,100	SH		SOLE		14,100	0	0
GABELLI EQUITY TR INC	COM	362397101	74	12,000	SH		SOLE		12,000	0	0
GARTNER INC	COM	366651107	4,236	34,400	SH		SOLE		34,400	0	0
GENERAL DYNAMICS CORP	COM	369550108	8,667	42,600	SH		SOLE		42,600	0	0
GENERAL MLS INC	COM	370334104	7,708	130,000	SH		SOLE		130,000	0	0
GRACO INC	COM	384109104	583	12,900	SH		SOLE		12,900	0	0
GRANITE CONSTR INC	COM	387328107	317	5,000	SH		SOLE		5,000	0	0
GREEN DOT CORP	CL A	39304D102	1,983	32,900	SH		SOLE		32,900	0	0
GREENBRIER COS INC	COM	393657101	245	4,600	SH		SOLE		4,600	0	0
GROUPE CGI INC	CL A SUB VTG	39945C109	1,630	30,000	SH		SOLE		30,000	0	0
GRUBHUB INC	COM	400110102	11,344	158,000	SH		SOLE		158,000	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	6,049	59,500	SH		SOLE		59,500	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	11,377	215,800	SH		SOLE		215,800	0	0
HEICO CORP NEW	COM	422806109	25,600	271,331	SH		SOLE		271,331	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	1,888	19,600	SH		SOLE		19,600	0	0
HENRY JACK & ASSOC INC	COM	426281101	8,936	76,400	SH		SOLE		76,400	0	0
HOME DEPOT INC	COM	437076102	4,359	23,000	SH		SOLE		23,000	0	0
HORMEL FOODS CORP	COM	440452100	10,881	299,000	SH		SOLE		299,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	6,508	56,600	SH		SOLE		56,600	0	0
ICU MED INC	COM	44930G107	6,804	31,500	SH		SOLE		31,500	0	0
IDEX CORP	COM	45167R104	11,052	83,750	SH		SOLE		83,750	0	0
IDEXX LABS INC	COM	45168D104	36,046	230,500	SH		SOLE		230,500	0	0
IHS MARKIT LTD	SHS	G47567105	8,671	192,054	SH		SOLE		192,054	0	0
II VI INC	COM	902104108	493	10,500	SH		SOLE		10,500	0	0
ILG INC	COM	44967H101	1,025	36,000	SH		SOLE		36,000	0	0
ILLUMINA INC	COM	452327109	8,936	40,900	SH		SOLE		40,900	0	0
INGREDION INC	COM	457187102	4,865	34,800	SH		SOLE		34,800	0	0
INSIGHT ENTERPRISES INC	COM	45765U103	414	10,800	SH		SOLE		10,800	0	0
INSPERITY INC	COM	45778Q107	1,044	18,200	SH		SOLE		18,200	0	0
INSULET CORP	COM	45784P101	1,366	19,800	SH		SOLE		19,800	0	0
INTEL CORP	COM	458140100	3,370	73,000	SH		SOLE		73,000	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	3,856	66,000	SH		SOLE		66,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	847	12,000	SH		SOLE		12,000	0	0
INTUIT	COM	461202103	6,911	43,800	SH		SOLE		43,800	0	0
INVESCO LTD	SHS	G491BT108	3,910	107,000	SH		SOLE		107,000	0	0
IPG PHOTONICS CORP	COM	44980X109	321	1,500	SH		SOLE		1,500	0	0
ITRON INC	COM	465741106	409	6,000	SH		SOLE		6,000	0	0
J & J SNACK FOODS CORP	COM	466032109	14,819	97,600	SH		SOLE		97,600	0	0
J2 GLOBAL INC	COM	48123V102	4,382	58,400	SH		SOLE		58,400	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	9,291	69,000	SH		SOLE		69,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,451	13,100	SH		SOLE		13,100	0	0
JPMORGAN CHASE & CO	COM	46625H100	7,700	72,000	SH		SOLE		72,000	0	0
JUNO THERAPEUTICS INC	COM	48205A109	6,171	135,000	SH		SOLE		135,000	0	0
KADANT INC	COM	48282T104	863	8,600	SH		SOLE		8,600	0	0
KLX INC	COM	482539103	717	10,500	SH		SOLE		10,500	0	0
LANCASTER COLONY CORP	COM	513847103	1,499	11,600	SH		SOLE		11,600	0	0
LANDSTAR SYS INC	COM	515098101	3,519	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	7,125	56,000	SH		SOLE		56,000	0	0
LCI INDS	COM	50189K103	4,459	34,300	SH		SOLE		34,300	0	0
LENDINGTREE INC NEW	COM	52603B107	9,192	27,000	SH		SOLE		27,000	0	0
LENNOX INTL INC	COM	526107107	16,827	80,800	SH		SOLE		80,800	0	0
LIBERTY ALL STAR EQUITY FD	SH BEN INT	530158104	93	14,800	SH		SOLE		14,800	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	9,178	100,219	SH		SOLE		100,219	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	4,294	127,000	SH		SOLE		127,000	0	0
LITTELFUSE INC	COM	537008104	1,543	7,800	SH		SOLE		7,800	0	0
LKQ CORP	COM	501889208	14,112	347,000	SH		SOLE		347,000	0	0
LYDALL INC DEL	COM	550819106	792	15,600	SH		SOLE		15,600	0	0
MARKETAXESS HLDGS INC	COM	57060D108	484	2,400	SH		SOLE		2,400	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	3,218	23,800	SH		SOLE		23,800	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	18,390	121,500	SH		SOLE		121,500	0	0
MAXIMUS INC	COM	577933104	3,887	54,300	SH		SOLE		54,300	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	4,902	48,100	SH		SOLE		48,100	0	0
MEDIDATA SOLUTIONS INC	COM	58471A105	6,084	96,000	SH		SOLE		96,000	0	0
MEDTRONIC PLC	SHS	G5960L103	2,422	30,000	SH		SOLE		30,000	0	0
MERCURY SYS INC	COM	589378108	1,428	27,800	SH		SOLE		27,800	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	34,012	54,900	SH		SOLE		54,900	0	0
MIDDLEBY CORP	COM	596278101	17,557	130,100	SH		SOLE		130,100	0	0
MONRO INC	COM	610236101	5,120	89,900	SH		SOLE		89,900	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	8,101	128,000	SH		SOLE		128,000	0	0
MUELLER INDS INC	COM	624756102	815	23,000	SH		SOLE		23,000	0	0
NEOGEN CORP	COM	640491106	2,409	29,300	SH		SOLE		29,300	0	0
NETFLIX INC	COM	64110L106	11,902	62,000	SH		SOLE		62,000	0	0
NEVRO CORP	COM	64157F103	7,070	102,400	SH		SOLE		102,400	0	0
NEW JERSEY RES	COM	646025106	2,219	55,200	SH		SOLE		55,200	0	0
NEW RELIC INC	COM	64829B100	774	13,400	SH		SOLE		13,400	0	0
NEWMARKET CORP	COM	651587107	7,074	17,800	SH		SOLE		17,800	0	0
NIKE INC	CL B	654106103	7,631	122,000	SH		SOLE		122,000	0	0
NORDSON CORP	COM	655663102	3,777	25,800	SH		SOLE		25,800	0	0
NORTHROP GRUMMAN CORP	COM	666807102	15,008	48,900	SH		SOLE		48,900	0	0
NORTHWEST NAT GAS CO	COM	667655104	1,420	23,800	SH		SOLE		23,800	0	0
NORTHWESTERN CORP	COM NEW	668074305	931	15,600	SH		SOLE		15,600	0	0
NOVO-NORDISK A S	ADR	670100205	9,634	179,500	SH		SOLE		179,500	0	0
NUTRI SYS INC NEW	COM	67069D108	468	8,900	SH		SOLE		8,900	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	15,250	63,400	SH		SOLE		63,400	0	0
OPEN TEXT CORP	COM	683715106	5,675	159,100	SH		SOLE		159,100	0	0
PACKAGING CORP AMER	COM	695156109	2,471	20,500	SH		SOLE		20,500	0	0
PAYCOM SOFTWARE INC	COM	70432V102	1,309	16,300	SH		SOLE		16,300	0	0
PAYPAL HLDGS INC	COM	70450Y103	14,650	199,000	SH		SOLE		199,000	0	0
PEPSICO INC	COM	713448108	7,555	63,000	SH		SOLE		63,000	0	0
PFIZER INC	COM	717081103	3,405	94,000	SH		SOLE		94,000	0	0
PIONEER NAT RES CO	COM	723787107	7,260	42,000	SH		SOLE		42,000	0	0
PLANET FITNESS INC	CL A	72703H101	630	18,200	SH		SOLE		18,200	0	0
POLYONE CORP	COM	73179P106	1,322	30,400	SH		SOLE		30,400	0	0
POOL CORPORATION	COM	73278L105	11,539	89,000	SH		SOLE		89,000	0	0
PRA GROUP INC	COM	69354N106	325	9,800	SH		SOLE		9,800	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	1,384	15,200	SH		SOLE		15,200	0	0
PRICELINE GRP INC	COM NEW	741503403	3,128	1,800	SH		SOLE		1,800	0	0
PRIMERICA INC	COM	74164M108	1,848	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	3,349	58,600	SH		SOLE		58,600	0	0
PROOFPOINT INC	COM	743424103	4,334	48,800	SH		SOLE		48,800	0	0
PROSPERITY BANCSHARES INC	COM	743606105	2,656	37,900	SH		SOLE		37,900	0	0
QUALYS INC	COM	74758T303	380	6,400	SH		SOLE		6,400	0	0
RBC BEARINGS INC	COM	75524B104	6,636	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	6,267	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	6,098	90,200	SH		SOLE		90,200	0	0
RLI CORP	COM	749607107	9,202	151,700	SH		SOLE		151,700	0	0
ROGERS CORP	COM	775133101	389	2,400	SH		SOLE		2,400	0	0
ROLLINS INC	COM	775711104	33,851	727,500	SH		SOLE		727,500	0	0
ROPER TECHNOLOGIES INC	COM	776696106	30,225	116,700	SH		SOLE		116,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	2,063	40,600	SH		SOLE		40,600	0	0
SALESFORCE COM INC	COM	79466L302	24,842	243,000	SH		SOLE		243,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	10,488	64,200	SH		SOLE		64,200	0	0
SCHEIN HENRY INC	COM	806407102	17,903	256,200	SH		SOLE		256,200	0	0
SCHLUMBERGER LTD	COM	806857108	3,639	54,000	SH		SOLE		54,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	9,503	185,000	SH		SOLE		185,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,193	41,700	SH		SOLE		41,700	0	0
SCIENTIFIC GAMES CORP	CL A	80874P109	513	10,000	SH		SOLE		10,000	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	9,736	91,000	SH		SOLE		91,000	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	4,265	58,300	SH		SOLE		58,300	0	0
SERVICENOW INC	COM	81762P102	13,039	100,000	SH		SOLE		100,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	1,386	10,100	SH		SOLE		10,100	0	0
SILGAN HOLDINGS INC	COM	827048109	5,073	172,600	SH		SOLE		172,600	0	0
SILICON LABORATORIES INC	COM	826919102	450	5,100	SH		SOLE		5,100	0	0
SMITH A O	COM	831865209	1,753	28,600	SH		SOLE		28,600	0	0
SNAP ON INC	COM	833034101	13,944	80,000	SH		SOLE		80,000	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	338	9,000	SH		SOLE		9,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	6,165	197,400	SH		SOLE		197,400	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	3,348	41,600	SH		SOLE		41,600	0	0
SPECTRUM BRANDS HLDGS INC	COM	84763R101	1,158	10,300	SH		SOLE		10,300	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	523	6,000	SH		SOLE		6,000	0	0
STAMPS COM INC	COM NEW	852857200	5,414	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	7,179	125,000	SH		SOLE		125,000	0	0
STERICYCLE INC	COM	858912108	7,873	115,800	SH		SOLE		115,800	0	0
STIFEL FINL CORP	COM	860630102	7,451	125,100	SH		SOLE		125,100	0	0
SYNNEX CORP	COM	87162W100	7,722	56,800	SH		SOLE		56,800	0	0
TECH DATA CORP	COM	878237106	2,234	22,800	SH		SOLE		22,800	0	0
TELADOC INC	COM	87918A105	592	17,000	SH		SOLE		17,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	41,972	231,700	SH		SOLE		231,700	0	0
TELEFLEX INC	COM	879369106	921	3,700	SH		SOLE		3,700	0	0
TERADATA CORP DEL	COM	88076W103	385	10,000	SH		SOLE		10,000	0	0
TESARO INC	COM	881569107	8,950	108,000	SH		SOLE		108,000	0	0
TESLA INC	COM	88160R101	6,538	21,000	SH		SOLE		21,000	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,391	26,400	SH		SOLE		26,400	0	0
THE TRADE DESK INC	COM CL A	88339J105	412	9,000	SH		SOLE		9,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	7,462	39,300	SH		SOLE		39,300	0	0
TIVITY HEALTH INC	COM	88870R102	1,071	29,300	SH		SOLE		29,300	0	0
TJX COS INC NEW	COM	872540109	27,526	360,000	SH		SOLE		360,000	0	0
TOLL BROTHERS INC	COM	889478103	2,305	48,000	SH		SOLE		48,000	0	0
TORCHMARK CORP	COM	891027104	2,168	23,900	SH		SOLE		23,900	0	0
TORO CO	COM	891092108	41,682	639,000	SH		SOLE		639,000	0	0
TRANSDIGM GROUP INC	COM	893641100	12,028	43,800	SH		SOLE		43,800	0	0
TREX CO INC	COM	89531P105	1,734	16,000	SH		SOLE		16,000	0	0
TRIMBLE INC	COM	896239100	284	7,000	SH		SOLE		7,000	0	0
TRINET GROUP INC	COM	896288107	723	16,300	SH		SOLE		16,300	0	0
TYLER TECHNOLOGIES INC	COM	902252105	19,008	107,358	SH		SOLE		107,358	0	0
U S CONCRETE INC	COM NEW	90333L201	2,217	26,500	SH		SOLE		26,500	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	3,054	42,300	SH		SOLE		42,300	0	0
ULTA BEAUTY INC	COM	90384S303	11,407	51,000	SH		SOLE		51,000	0	0
ULTIMATE SOFTWARE GROUP INC	COM	90385D107	25,184	115,400	SH		SOLE		115,400	0	0
UNION PAC CORP	COM	907818108	4,801	35,800	SH		SOLE		35,800	0	0
VAIL RESORTS INC	COM	91879Q109	5,949	28,000	SH		SOLE		28,000	0	0
VALIDUS HOLDINGS LTD	COM SHS	G9319H102	1,605	34,200	SH		SOLE		34,200	0	0
VALMONT INDS INC	COM	920253101	2,289	13,800	SH		SOLE		13,800	0	0
VERINT SYS INC	COM	92343X100	691	16,500	SH		SOLE		16,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	19,931	133,000	SH		SOLE		133,000	0	0
VISA INC	COM CL A	92826C839	24,286	213,000	SH		SOLE		213,000	0	0
WALKER & DUNLOP INC	COM	93148P102	560	11,800	SH		SOLE		11,800	0	0
WASTE CONNECTIONS INC	COM	94106B101	46,347	653,325	SH		SOLE		653,325	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	539	7,100	SH		SOLE		7,100	0	0
WEX INC	COM	96208T104	12,485	88,400	SH		SOLE		88,400	0	0
WOLVERINE WORLD WIDE INC	COM	978097103	1,167	36,600	SH		SOLE		36,600	0	0
WOODWARD INC	COM	980745103	7,807	102,000	SH		SOLE		102,000	0	0
WRIGHT MED GROUP N V	ORD SHS 0.03 PAR	N96617118	670	30,200	SH		SOLE		30,200	0	0
XPO LOGISTICS INC	COM	983793100	2,198	24,000	SH		SOLE		24,000	0	0
ZENDESK INC	COM	98936J101	10,105	298,600	SH		SOLE		298,600	0	0
ZOETIS INC	CL A	98978V103	3,386	47,000	SH		SOLE		47,000	0	0