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
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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	4,836	124,000	SH		SOLE		124,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	17,929	116,800	SH		SOLE		116,800	0	0
ACI WORLDWIDE INC	COM	004498101	880	37,100	SH		SOLE		37,100	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	26,174	388,000	SH		SOLE		388,000	0	0
ACUITY BRANDS INC	COM	00508Y102	5,568	40,000	SH		SOLE		40,000	0	0
ADOBE SYS INC	COM	00724F101	10,372	48,000	SH		SOLE		48,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	1,446	12,200	SH		SOLE		12,200	0	0
AIR PRODS & CHEMS INC	COM	009158106	2,385	15,000	SH		SOLE		15,000	0	0
AKORN INC	COM	009728106	1,478	79,000	SH		SOLE		79,000	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	41,463	372,000	SH		SOLE		372,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	17,987	98,000	SH		SOLE		98,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	753	3,000	SH		SOLE		3,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,117	6,700	SH		SOLE		6,700	0	0
ALLERGAN PLC	SHS	G0177J108	719	4,272	SH		SOLE		4,272	0	0
ALPHABET INC	CAP STK CL A	02079K305	19,187	18,500	SH		SOLE		18,500	0	0
AMAZON COM INC	COM	023135106	27,210	18,800	SH		SOLE		18,800	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	1,863	16,600	SH		SOLE		16,600	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	13,735	94,500	SH		SOLE		94,500	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	827	8,400	SH		SOLE		8,400	0	0
AMETEK INC NEW	COM	031100100	25,841	340,150	SH		SOLE		340,150	0	0
AMPHENOL CORP NEW	CL A	032095101	25,193	292,500	SH		SOLE		292,500	0	0
ANADARKO PETE CORP	COM	032511107	6,524	108,000	SH		SOLE		108,000	0	0
ANSYS INC	COM	03662Q105	29,603	188,926	SH		SOLE		188,926	0	0
APPLE INC	COM	037833100	5,705	34,000	SH		SOLE		34,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	2,041	28,000	SH		SOLE		28,000	0	0
APTARGROUP INC	COM	038336103	14,148	157,500	SH		SOLE		157,500	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	17,555	205,100	SH		SOLE		205,100	0	0
ARISTA NETWORKS INC	COM	040413106	715	2,800	SH		SOLE		2,800	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	695	10,300	SH		SOLE		10,300	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	1,782	15,700	SH		SOLE		15,700	0	0
AUTOZONE INC	COM	053332102	14,790	22,800	SH		SOLE		22,800	0	0
AXON ENTERPRISE INC	COM	05464C101	480	12,200	SH		SOLE		12,200	0	0
AZZ INC	COM	002474104	3,631	83,100	SH		SOLE		83,100	0	0
B & G FOODS INC NEW	COM	05508R106	1,123	47,400	SH		SOLE		47,400	0	0
BALCHEM CORP	COM	057665200	1,038	12,700	SH		SOLE		12,700	0	0
BALL CORP	COM	058498106	12,247	308,400	SH		SOLE		308,400	0	0
BANK AMER CORP	COM	060505104	17,844	595,000	SH		SOLE		595,000	0	0
BECTON DICKINSON & CO	COM	075887109	12,721	58,704	SH		SOLE		58,704	0	0
BIG LOTS INC	COM	089302103	644	14,800	SH		SOLE		14,800	0	0
BIO RAD LABS INC	CL A	090572207	1,100	4,400	SH		SOLE		4,400	0	0
BIOGEN INC	COM	09062X103	9,036	33,000	SH		SOLE		33,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	8,026	99,000	SH		SOLE		99,000	0	0
BLACKBAUD INC	COM	09227Q100	2,545	25,000	SH		SOLE		25,000	0	0
BLACKROCK INC	COM	09247X101	4,334	8,000	SH		SOLE		8,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	10,543	330,000	SH		SOLE		330,000	0	0
BOINGO WIRELESS INC	COM	09739C102	485	19,600	SH		SOLE		19,600	0	0
BOOKING HLDGS INC	COM	09857L108	3,537	1,700	SH		SOLE		1,700	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	6,650	115,276	SH		SOLE		115,276	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	505	4,600	SH		SOLE		4,600	0	0
BROWN FORMAN CORP	CL B	115637209	2,897	53,250	SH		SOLE		53,250	0	0
BWX TECHNOLOGIES INC	COM	05605H100	654	10,300	SH		SOLE		10,300	0	0
CACI INTL INC	CL A	127190304	802	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	956	26,000	SH		SOLE		26,000	0	0
CAL MAINE FOODS INC	COM NEW	128030202	551	12,600	SH		SOLE		12,600	0	0
CALAVO GROWERS INC	COM	128246105	4,997	54,200	SH		SOLE		54,200	0	0
CANADIAN NATL RY CO	COM	136375102	14,816	202,600	SH		SOLE		202,600	0	0
CANTEL MEDICAL CORP	COM	138098108	4,445	39,900	SH		SOLE		39,900	0	0
CARLISLE COS INC	COM	142339100	11,130	106,600	SH		SOLE		106,600	0	0
CASEYS GEN STORES INC	COM	147528103	14,083	128,300	SH		SOLE		128,300	0	0
CAVCO INDS INC DEL	COM	149568107	1,234	7,100	SH		SOLE		7,100	0	0
CELGENE CORP	COM	151020104	21,500	241,000	SH		SOLE		241,000	0	0
CERNER CORP	COM	156782104	220	3,800	SH		SOLE		3,800	0	0
CHEESECAKE FACTORY INC	COM	163072101	1,924	39,900	SH		SOLE		39,900	0	0
CHEMED CORP NEW	COM	16359R103	8,732	32,000	SH		SOLE		32,000	0	0
CHILDRENS PL INC	COM	168905107	852	6,300	SH		SOLE		6,300	0	0
CHUBB LIMITED	COM	H1467J104	8,589	62,800	SH		SOLE		62,800	0	0
CHURCH & DWIGHT INC	COM	171340102	19,741	392,000	SH		SOLE		392,000	0	0
CHURCHILL DOWNS INC	COM	171484108	6,199	25,400	SH		SOLE		25,400	0	0
CINTAS CORP	COM	172908105	2,661	15,600	SH		SOLE		15,600	0	0
CISCO SYS INC	COM	17275R102	3,646	85,000	SH		SOLE		85,000	0	0
CITIGROUP INC	COM NEW	172967424	7,762	115,000	SH		SOLE		115,000	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	2,737	34,000	SH		SOLE		34,000	0	0
COHERENT INC	COM	192479103	656	3,500	SH		SOLE		3,500	0	0
COMCAST CORP NEW	CL A	20030N101	3,178	93,000	SH		SOLE		93,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	11,396	50,000	SH		SOLE		50,000	0	0
COOPER STD HLDGS INC	COM	21676P103	872	7,100	SH		SOLE		7,100	0	0
COSTCO WHSL CORP NEW	COM	22160K105	13,944	74,000	SH		SOLE		74,000	0	0
CROWN HOLDINGS INC	COM	228368106	4,370	86,100	SH		SOLE		86,100	0	0
DANAHER CORP DEL	COM	235851102	18,799	192,000	SH		SOLE		192,000	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	1,415	33,900	SH		SOLE		33,900	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	4,933	90,000	SH		SOLE		90,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	4,961	98,600	SH		SOLE		98,600	0	0
DEXCOM INC	COM	252131107	6,007	81,000	SH		SOLE		81,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	8,983	71,000	SH		SOLE		71,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	3,315	33,000	SH		SOLE		33,000	0	0
DOLLAR TREE INC	COM	256746108	5,979	63,000	SH		SOLE		63,000	0	0
DOMINOS PIZZA INC	COM	25754A201	13,944	59,700	SH		SOLE		59,700	0	0
DYCOM INDS INC	COM	267475101	1,539	14,300	SH		SOLE		14,300	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	443	8,000	SH		SOLE		8,000	0	0
ECOLAB INC	COM	278865100	20,259	147,800	SH		SOLE		147,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	12,278	88,000	SH		SOLE		88,000	0	0
EL PASO ELEC CO	COM NEW	283677854	1,928	37,800	SH		SOLE		37,800	0	0
EMCOR GROUP INC	COM	29084Q100	577	7,400	SH		SOLE		7,400	0	0
ENERSYS	COM	29275Y102	6,382	92,000	SH		SOLE		92,000	0	0
ENPRO INDS INC	COM	29355X107	4,790	61,900	SH		SOLE		61,900	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	442	2,100	SH		SOLE		2,100	0	0
EPLUS INC	COM	294268107	7,249	93,300	SH		SOLE		93,300	0	0
EQUIFAX INC	COM	294429105	2,415	20,500	SH		SOLE		20,500	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,003	68,400	SH		SOLE		68,400	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	2,180	29,800	SH		SOLE		29,800	0	0
EXACT SCIENCES CORP	COM	30063P105	8,308	206,000	SH		SOLE		206,000	0	0
EXELIXIS INC	COM	30161Q104	9,081	410,000	SH		SOLE		410,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	3,218	57,700	SH		SOLE		57,700	0	0
EXPONENT INC	COM	30214U102	2,304	29,300	SH		SOLE		29,300	0	0
F M C CORP	COM NEW	302491303	6,508	85,000	SH		SOLE		85,000	0	0
FACEBOOK INC	CL A	30303M102	26,206	164,000	SH		SOLE		164,000	0	0
FAIR ISAAC CORP	COM	303250104	7,605	44,900	SH		SOLE		44,900	0	0
FIRST FINL BANKSHARES	COM	32020R109	4,841	104,548	SH		SOLE		104,548	0	0
FISERV INC	COM	337738108	26,955	378,000	SH		SOLE		378,000	0	0
GABELLI EQUITY TR INC	COM	362397101	80	13,000	SH		SOLE		13,000	0	0
GARTNER INC	COM	366651107	4,046	34,400	SH		SOLE		34,400	0	0
GENERAL DYNAMICS CORP	COM	369550108	9,410	42,600	SH		SOLE		42,600	0	0
GENERAL MLS INC	COM	370334104	5,632	125,000	SH		SOLE		125,000	0	0
GRACO INC	COM	384109104	590	12,900	SH		SOLE		12,900	0	0
GREEN DOT CORP	CL A	39304D102	2,111	32,900	SH		SOLE		32,900	0	0
GROUPE CGI INC	CL A SUB VTG	39945C109	2,046	35,500	SH		SOLE		35,500	0	0
GRUBHUB INC	COM	400110102	10,756	106,000	SH		SOLE		106,000	0	0
HAEMONETICS CORP	COM	405024100	841	11,500	SH		SOLE		11,500	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	5,877	59,500	SH		SOLE		59,500	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	9,383	215,800	SH		SOLE		215,800	0	0
HEICO CORP NEW	COM	422806109	29,443	339,162	SH		SOLE		339,162	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	1,705	19,600	SH		SOLE		19,600	0	0
HENRY JACK & ASSOC INC	COM	426281101	10,535	87,100	SH		SOLE		87,100	0	0
HOME DEPOT INC	COM	437076102	3,921	22,000	SH		SOLE		22,000	0	0
HORMEL FOODS CORP	COM	440452100	5,320	155,000	SH		SOLE		155,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	6,631	56,600	SH		SOLE		56,600	0	0
ICU MED INC	COM	44930G107	7,951	31,500	SH		SOLE		31,500	0	0
IDEX CORP	COM	45167R104	11,935	83,750	SH		SOLE		83,750	0	0
IDEXX LABS INC	COM	45168D104	38,910	203,300	SH		SOLE		203,300	0	0
IHS MARKIT LTD	SHS	G47567105	9,265	192,054	SH		SOLE		192,054	0	0
ILG INC	COM	44967H101	1,120	36,000	SH		SOLE		36,000	0	0
ILLUMINA INC	COM	452327109	9,670	40,900	SH		SOLE		40,900	0	0
INGREDION INC	COM	457187102	4,486	34,800	SH		SOLE		34,800	0	0
INSPERITY INC	COM	45778Q107	1,474	21,200	SH		SOLE		21,200	0	0
INSTRUCTURE INC	COM	45781U103	843	20,000	SH		SOLE		20,000	0	0
INSULET CORP	COM	45784P101	1,716	19,800	SH		SOLE		19,800	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	880	15,900	SH		SOLE		15,900	0	0
INTEL CORP	COM	458140100	3,802	73,000	SH		SOLE		73,000	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	4,922	80,000	SH		SOLE		80,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	870	12,000	SH		SOLE		12,000	0	0
INTUIT	COM	461202103	7,593	43,800	SH		SOLE		43,800	0	0
INVESCO LTD	SHS	G491BT108	3,905	122,000	SH		SOLE		122,000	0	0
IPG PHOTONICS CORP	COM	44980X109	350	1,500	SH		SOLE		1,500	0	0
J & J SNACK FOODS CORP	COM	466032109	13,328	97,600	SH		SOLE		97,600	0	0
J2 GLOBAL INC	COM	48123V102	3,102	39,300	SH		SOLE		39,300	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	8,606	57,000	SH		SOLE		57,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,486	13,100	SH		SOLE		13,100	0	0
JPMORGAN CHASE & CO	COM	46625H100	7,698	70,000	SH		SOLE		70,000	0	0
KADANT INC	COM	48282T104	813	8,600	SH		SOLE		8,600	0	0
KLX INC	COM	482539103	1,649	23,200	SH		SOLE		23,200	0	0
KORN FERRY INTL	COM NEW	500643200	604	11,700	SH		SOLE		11,700	0	0
LANCASTER COLONY CORP	COM	513847103	1,428	11,600	SH		SOLE		11,600	0	0
LANDSTAR SYS INC	COM	515098101	3,706	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	7,935	53,000	SH		SOLE		53,000	0	0
LCI INDS	COM	50189K103	3,572	34,300	SH		SOLE		34,300	0	0
LENDINGTREE INC NEW	COM	52603B107	8,860	27,000	SH		SOLE		27,000	0	0
LENNOX INTL INC	COM	526107107	16,513	80,800	SH		SOLE		80,800	0	0
LIBERTY ALL STAR EQUITY FD	SH BEN INT	530158104	80	13,000	SH		SOLE		13,000	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	8,898	98,919	SH		SOLE		98,919	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	7,801	302,000	SH		SOLE		302,000	0	0
LITTELFUSE INC	COM	537008104	2,165	10,400	SH		SOLE		10,400	0	0
LKQ CORP	COM	501889208	13,169	347,000	SH		SOLE		347,000	0	0
LYDALL INC DEL	COM	550819106	753	15,600	SH		SOLE		15,600	0	0
MARKETAXESS HLDGS INC	COM	57060D108	522	2,400	SH		SOLE		2,400	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	3,170	23,800	SH		SOLE		23,800	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	21,282	121,500	SH		SOLE		121,500	0	0
MAXIMUS INC	COM	577933104	3,624	54,300	SH		SOLE		54,300	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	5,117	48,100	SH		SOLE		48,100	0	0
MEDIDATA SOLUTIONS INC	COM	58471A105	10,992	175,000	SH		SOLE		175,000	0	0
MEDIFAST INC	COM	58470H101	981	10,500	SH		SOLE		10,500	0	0
MERCURY SYS INC	COM	589378108	1,343	27,800	SH		SOLE		27,800	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	31,569	54,900	SH		SOLE		54,900	0	0
MICRON TECHNOLOGY INC	COM	595112103	6,257	120,000	SH		SOLE		120,000	0	0
MIDDLEBY CORP	COM	596278101	11,624	93,900	SH		SOLE		93,900	0	0
MONRO INC	COM	610236101	4,819	89,900	SH		SOLE		89,900	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	7,037	123,000	SH		SOLE		123,000	0	0
NEOGEN CORP	COM	640491106	2,617	39,066	SH		SOLE		39,066	0	0
NETFLIX INC	COM	64110L106	16,983	57,500	SH		SOLE		57,500	0	0
NEVRO CORP	COM	64157F103	7,748	89,400	SH		SOLE		89,400	0	0
NEW JERSEY RES	COM	646025106	2,214	55,200	SH		SOLE		55,200	0	0
NEW RELIC INC	COM	64829B100	1,742	23,500	SH		SOLE		23,500	0	0
NEWMARKET CORP	COM	651587107	6,668	16,600	SH		SOLE		16,600	0	0
NIKE INC	CL B	654106103	7,906	119,000	SH		SOLE		119,000	0	0
NORDSON CORP	COM	655663102	3,518	25,800	SH		SOLE		25,800	0	0
NORTHROP GRUMMAN CORP	COM	666807102	17,072	48,900	SH		SOLE		48,900	0	0
NOVO-NORDISK A S	ADR	670100205	5,590	113,500	SH		SOLE		113,500	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	15,684	63,400	SH		SOLE		63,400	0	0
OPEN TEXT CORP	COM	683715106	5,537	159,100	SH		SOLE		159,100	0	0
PACKAGING CORP AMER	COM	695156109	2,310	20,500	SH		SOLE		20,500	0	0
PAYCOM SOFTWARE INC	COM	70432V102	1,750	16,300	SH		SOLE		16,300	0	0
PAYPAL HLDGS INC	COM	70450Y103	14,795	195,000	SH		SOLE		195,000	0	0
PEPSICO INC	COM	713448108	6,876	63,000	SH		SOLE		63,000	0	0
PFIZER INC	COM	717081103	3,691	104,000	SH		SOLE		104,000	0	0
PIONEER NAT RES CO	COM	723787107	7,215	42,000	SH		SOLE		42,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,008	26,700	SH		SOLE		26,700	0	0
POLYONE CORP	COM	73179P106	1,335	31,400	SH		SOLE		31,400	0	0
POOL CORPORATION	COM	73278L105	13,014	89,000	SH		SOLE		89,000	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	1,261	15,200	SH		SOLE		15,200	0	0
PRIMERICA INC	COM	74164M108	1,758	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	2,845	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	819	21,300	SH		SOLE		21,300	0	0
PROOFPOINT INC	COM	743424103	5,546	48,800	SH		SOLE		48,800	0	0
PROSPERITY BANCSHARES INC	COM	743606105	2,753	37,900	SH		SOLE		37,900	0	0
QUALYS INC	COM	74758T303	604	8,300	SH		SOLE		8,300	0	0
RBC BEARINGS INC	COM	75524B104	6,520	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	6,912	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	5,974	90,200	SH		SOLE		90,200	0	0
RLI CORP	COM	749607107	9,616	151,700	SH		SOLE		151,700	0	0
ROLLINS INC	COM	775711104	37,992	744,500	SH		SOLE		744,500	0	0
ROPER TECHNOLOGIES INC	COM	776696106	32,757	116,700	SH		SOLE		116,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,640	38,600	SH		SOLE		38,600	0	0
SALESFORCE COM INC	COM	79466L302	28,028	241,000	SH		SOLE		241,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	9,486	55,500	SH		SOLE		55,500	0	0
SCHEIN HENRY INC	COM	806407102	17,219	256,200	SH		SOLE		256,200	0	0
SCHLUMBERGER LTD	COM	806857108	4,470	69,000	SH		SOLE		69,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	9,661	185,000	SH		SOLE		185,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,286	41,700	SH		SOLE		41,700	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	7,803	91,000	SH		SOLE		91,000	0	0
SELECTIVE INS GROUP INC	COM	816300107	552	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	4,115	58,300	SH		SOLE		58,300	0	0
SERVICENOW INC	COM	81762P102	13,732	83,000	SH		SOLE		83,000	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	1,434	10,100	SH		SOLE		10,100	0	0
SILGAN HOLDINGS INC	COM	827048109	4,807	172,600	SH		SOLE		172,600	0	0
SILICON LABORATORIES INC	COM	826919102	1,043	11,600	SH		SOLE		11,600	0	0
SMITH A O	COM	831865209	3,599	56,600	SH		SOLE		56,600	0	0
SNAP ON INC	COM	833034101	11,803	80,000	SH		SOLE		80,000	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	684	13,000	SH		SOLE		13,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	5,559	197,400	SH		SOLE		197,400	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	2,401	35,500	SH		SOLE		35,500	0	0
SPECTRUM BRANDS HLDGS INC	COM	84763R101	1,068	10,300	SH		SOLE		10,300	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	502	6,000	SH		SOLE		6,000	0	0
STAMPS COM INC	COM NEW	852857200	5,790	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	7,526	130,000	SH		SOLE		130,000	0	0
STERICYCLE INC	COM	858912108	574	9,800	SH		SOLE		9,800	0	0
STIFEL FINL CORP	COM	860630102	7,410	125,100	SH		SOLE		125,100	0	0
SYNNEX CORP	COM	87162W100	6,725	56,800	SH		SOLE		56,800	0	0
TECH DATA CORP	COM	878237106	1,941	22,800	SH		SOLE		22,800	0	0
TELADOC INC	COM	87918A105	725	18,000	SH		SOLE		18,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	43,367	231,700	SH		SOLE		231,700	0	0
TELEFLEX INC	COM	879369106	943	3,700	SH		SOLE		3,700	0	0
TESARO INC	COM	881569107	16,856	295,000	SH		SOLE		295,000	0	0
TESLA INC	COM	88160R101	6,121	23,000	SH		SOLE		23,000	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,525	26,400	SH		SOLE		26,400	0	0
THE TRADE DESK INC	COM CL A	88339J105	893	18,000	SH		SOLE		18,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	8,114	39,300	SH		SOLE		39,300	0	0
TIVITY HEALTH INC	COM	88870R102	1,162	29,300	SH		SOLE		29,300	0	0
TJX COS INC NEW	COM	872540109	25,120	308,000	SH		SOLE		308,000	0	0
TOLL BROTHERS INC	COM	889478103	3,806	88,000	SH		SOLE		88,000	0	0
TOPBUILD CORP	COM	89055F103	673	8,800	SH		SOLE		8,800	0	0
TORCHMARK CORP	COM	891027104	2,012	23,900	SH		SOLE		23,900	0	0
TORO CO	COM	891092108	39,906	639,000	SH		SOLE		639,000	0	0
TRANSDIGM GROUP INC	COM	893641100	13,444	43,800	SH		SOLE		43,800	0	0
TREX CO INC	COM	89531P105	1,740	16,000	SH		SOLE		16,000	0	0
TRIMBLE INC	COM	896239100	251	7,000	SH		SOLE		7,000	0	0
TRINET GROUP INC	COM	896288107	1,181	25,500	SH		SOLE		25,500	0	0
TYLER TECHNOLOGIES INC	COM	902252105	23,724	112,458	SH		SOLE		112,458	0	0
U S CONCRETE INC	COM NEW	90333L201	1,601	26,500	SH		SOLE		26,500	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	3,439	42,300	SH		SOLE		42,300	0	0
ULTA BEAUTY INC	COM	90384S303	9,192	45,000	SH		SOLE		45,000	0	0
ULTIMATE SOFTWARE GROUP INC	COM	90385D107	28,123	115,400	SH		SOLE		115,400	0	0
UNION PAC CORP	COM	907818108	4,813	35,800	SH		SOLE		35,800	0	0
VAIL RESORTS INC	COM	91879Q109	7,981	36,000	SH		SOLE		36,000	0	0
VALIDUS HOLDINGS LTD	COM SHS	G9319H102	2,307	34,200	SH		SOLE		34,200	0	0
VALMONT INDS INC	COM	920253101	2,019	13,800	SH		SOLE		13,800	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	19,069	117,000	SH		SOLE		117,000	0	0
VISA INC	COM CL A	92826C839	25,718	215,000	SH		SOLE		215,000	0	0
WALKER & DUNLOP INC	COM	93148P102	820	13,800	SH		SOLE		13,800	0	0
WASTE CONNECTIONS INC	COM	94106B101	45,793	638,325	SH		SOLE		638,325	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	552	7,100	SH		SOLE		7,100	0	0
WEX INC	COM	96208T104	13,845	88,400	SH		SOLE		88,400	0	0
WOLVERINE WORLD WIDE INC	COM	978097103	913	31,600	SH		SOLE		31,600	0	0
WOODWARD INC	COM	980745103	7,309	102,000	SH		SOLE		102,000	0	0
XPO LOGISTICS INC	COM	983793100	2,443	24,000	SH		SOLE		24,000	0	0
ZENDESK INC	COM	98936J101	12,786	267,100	SH		SOLE		267,100	0	0
ZOETIS INC	CL A	98978V103	3,674	44,000	SH		SOLE		44,000	0	0