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	3,990	120,000	SH		SOLE		120,000	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	19,107	116,800	SH		SOLE		116,800	0	0
ACI WORLDWIDE INC	COM	004498101	915	37,100	SH		SOLE		37,100	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	30,528	400,000	SH		SOLE		400,000	0	0
ACUITY BRANDS INC	COM	00508Y102	2,445	21,100	SH		SOLE		21,100	0	0
ADOBE SYS INC	COM	00724F101	11,581	47,500	SH		SOLE		47,500	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	1,656	12,200	SH		SOLE		12,200	0	0
AIR PRODS & CHEMS INC	COM	009158106	2,336	15,000	SH		SOLE		15,000	0	0
AKORN INC	COM	009728106	1,311	79,000	SH		SOLE		79,000	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	48,046	387,000	SH		SOLE		387,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	25,232	136,000	SH		SOLE		136,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	1,026	3,000	SH		SOLE		3,000	0	0
ALLEGHANY CORP DEL	COM	017175100	3,852	6,700	SH		SOLE		6,700	0	0
ALLERGAN PLC	SHS	G0177J108	712	4,272	SH		SOLE		4,272	0	0
ALPHABET INC	CAP STK CL A	02079K305	23,939	21,200	SH		SOLE		21,200	0	0
AMAZON COM INC	COM	023135106	31,956	18,800	SH		SOLE		18,800	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	1,975	18,400	SH		SOLE		18,400	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	13,624	94,500	SH		SOLE		94,500	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	769	8,400	SH		SOLE		8,400	0	0
AMETEK INC NEW	COM	031100100	24,545	340,150	SH		SOLE		340,150	0	0
AMPHENOL CORP NEW	CL A	032095101	25,491	292,500	SH		SOLE		292,500	0	0
ANADARKO PETE CORP	COM	032511107	6,592	90,000	SH		SOLE		90,000	0	0
ANSYS INC	COM	03662Q105	32,907	188,926	SH		SOLE		188,926	0	0
APPLE INC	COM	037833100	5,924	32,000	SH		SOLE		32,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,964	28,000	SH		SOLE		28,000	0	0
APTARGROUP INC	COM	038336103	14,707	157,500	SH		SOLE		157,500	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	16,281	615,300	SH		SOLE		615,300	0	0
ARISTA NETWORKS INC	COM	040413106	721	2,800	SH		SOLE		2,800	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	761	11,100	SH		SOLE		11,100	0	0
ASGN INC	COM	00191U102	1,110	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,106	15,700	SH		SOLE		15,700	0	0
AUTOZONE INC	COM	053332102	15,297	22,800	SH		SOLE		22,800	0	0
AXON ENTERPRISE INC	COM	05464C101	771	12,200	SH		SOLE		12,200	0	0
AZZ INC	COM	002474104	3,020	69,500	SH		SOLE		69,500	0	0
B & G FOODS INC NEW	COM	05508R106	1,160	38,800	SH		SOLE		38,800	0	0
BALCHEM CORP	COM	057665200	1,246	12,700	SH		SOLE		12,700	0	0
BALL CORP	COM	058498106	10,964	308,400	SH		SOLE		308,400	0	0
BANK AMER CORP	COM	060505104	15,645	555,000	SH		SOLE		555,000	0	0
BECTON DICKINSON & CO	COM	075887109	14,063	58,704	SH		SOLE		58,704	0	0
BIO RAD LABS INC	CL A	090572207	1,270	4,400	SH		SOLE		4,400	0	0
BIOGEN INC	COM	09062X103	8,707	30,000	SH		SOLE		30,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	11,775	125,000	SH		SOLE		125,000	0	0
BLACKBAUD INC	COM	09227Q100	2,592	25,300	SH		SOLE		25,300	0	0
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	092524107	69	12,000	SH		SOLE		12,000	0	0
BLACKROCK INC	COM	09247X101	3,992	8,000	SH		SOLE		8,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	9,973	310,000	SH		SOLE		310,000	0	0
BOINGO WIRELESS INC	COM	09739C102	499	22,100	SH		SOLE		22,100	0	0
BOOKING HLDGS INC	COM	09857L108	3,446	1,700	SH		SOLE		1,700	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	3,122	61,892	SH		SOLE		61,892	0	0
BROADCOM INC	COM	11135F101	8,250	34,000	SH		SOLE		34,000	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	2,774	24,100	SH		SOLE		24,100	0	0
BROWN FORMAN CORP	CL B	115637209	2,610	53,250	SH		SOLE		53,250	0	0
BWX TECHNOLOGIES INC	COM	05605H100	642	10,300	SH		SOLE		10,300	0	0
CACI INTL INC	CL A	127190304	893	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	2,252	52,000	SH		SOLE		52,000	0	0
CAL MAINE FOODS INC	COM NEW	128030202	578	12,600	SH		SOLE		12,600	0	0
CALAVO GROWERS INC	COM	128246105	5,211	54,200	SH		SOLE		54,200	0	0
CANADIAN NATL RY CO	COM	136375102	16,563	202,600	SH		SOLE		202,600	0	0
CANTEL MEDICAL CORP	COM	138098108	3,925	39,900	SH		SOLE		39,900	0	0
CARLISLE COS INC	COM	142339100	11,546	106,600	SH		SOLE		106,600	0	0
CASEYS GEN STORES INC	COM	147528103	9,279	88,300	SH		SOLE		88,300	0	0
CAVCO INDS INC DEL	COM	149568107	1,557	7,500	SH		SOLE		7,500	0	0
CELGENE CORP	COM	151020104	22,555	284,000	SH		SOLE		284,000	0	0
CHEESECAKE FACTORY INC	COM	163072101	2,197	39,900	SH		SOLE		39,900	0	0
CHEMED CORP NEW	COM	16359R103	11,682	36,300	SH		SOLE		36,300	0	0
CHILDRENS PL INC	COM	168905107	761	6,300	SH		SOLE		6,300	0	0
CHUBB LIMITED	COM	H1467J104	7,977	62,800	SH		SOLE		62,800	0	0
CHURCH & DWIGHT INC	COM	171340102	19,722	371,000	SH		SOLE		371,000	0	0
CHURCHILL DOWNS INC	COM	171484108	7,531	25,400	SH		SOLE		25,400	0	0
CINTAS CORP	COM	172908105	4,053	21,900	SH		SOLE		21,900	0	0
CISCO SYS INC	COM	17275R102	3,442	80,000	SH		SOLE		80,000	0	0
CITIGROUP INC	COM NEW	172967424	7,160	107,000	SH		SOLE		107,000	0	0
COHERENT INC	COM	192479103	547	3,500	SH		SOLE		3,500	0	0
COMCAST CORP NEW	CL A	20030N101	3,051	93,000	SH		SOLE		93,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	12,694	58,000	SH		SOLE		58,000	0	0
COOPER STD HLDGS INC	COM	21676P103	928	7,100	SH		SOLE		7,100	0	0
COSTCO WHSL CORP NEW	COM	22160K105	15,465	74,000	SH		SOLE		74,000	0	0
CROWN HOLDINGS INC	COM	228368106	3,854	86,100	SH		SOLE		86,100	0	0
DANAHER CORP DEL	COM	235851102	18,947	192,000	SH		SOLE		192,000	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	1,614	33,900	SH		SOLE		33,900	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	3,864	78,000	SH		SOLE		78,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	4,097	93,600	SH		SOLE		93,600	0	0
DEXCOM INC	COM	252131107	7,598	80,000	SH		SOLE		80,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	8,947	68,000	SH		SOLE		68,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	3,459	33,000	SH		SOLE		33,000	0	0
DOMINOS PIZZA INC	COM	25754A201	16,846	59,700	SH		SOLE		59,700	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	489	8,000	SH		SOLE		8,000	0	0
ECOLAB INC	COM	278865100	20,741	147,800	SH		SOLE		147,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	11,500	79,000	SH		SOLE		79,000	0	0
EL PASO ELEC CO	COM NEW	283677854	2,234	37,800	SH		SOLE		37,800	0	0
EMCOR GROUP INC	COM	29084Q100	564	7,400	SH		SOLE		7,400	0	0
ENERSYS	COM	29275Y102	6,867	92,000	SH		SOLE		92,000	0	0
ENOVA INTL INC	COM	29357K103	651	17,800	SH		SOLE		17,800	0	0
ENPRO INDS INC	COM	29355X107	3,484	49,800	SH		SOLE		49,800	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	435	2,100	SH		SOLE		2,100	0	0
EPLUS INC	COM	294268107	8,780	93,300	SH		SOLE		93,300	0	0
EQUIFAX INC	COM	294429105	2,565	20,500	SH		SOLE		20,500	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	6,286	68,400	SH		SOLE		68,400	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	1,653	22,400	SH		SOLE		22,400	0	0
EVERBRIDGE INC	COM	29978A104	450	9,500	SH		SOLE		9,500	0	0
EXACT SCIENCES CORP	COM	30063P105	13,752	230,000	SH		SOLE		230,000	0	0
EXELIXIS INC	COM	30161Q104	15,494	720,000	SH		SOLE		720,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	3,266	57,700	SH		SOLE		57,700	0	0
EXPONENT INC	COM	30214U102	3,647	75,500	SH		SOLE		75,500	0	0
F M C CORP	COM NEW	302491303	5,219	58,500	SH		SOLE		58,500	0	0
FACEBOOK INC	CL A	30303M102	31,868	164,000	SH		SOLE		164,000	0	0
FAIR ISAAC CORP	COM	303250104	8,796	45,500	SH		SOLE		45,500	0	0
FIRST FINL BANKSHARES	COM	32020R109	5,321	104,548	SH		SOLE		104,548	0	0
FISERV INC	COM	337738108	28,006	378,000	SH		SOLE		378,000	0	0
FTI CONSULTING INC	COM	302941109	1,083	17,900	SH		SOLE		17,900	0	0
GABELLI EQUITY TR INC	COM	362397101	81	13,000	SH		SOLE		13,000	0	0
GARTNER INC	COM	366651107	5,356	40,300	SH		SOLE		40,300	0	0
GENERAL DYNAMICS CORP	COM	369550108	5,052	27,100	SH		SOLE		27,100	0	0
GENERAL MLS INC	COM	370334104	4,072	92,000	SH		SOLE		92,000	0	0
GRACO INC	COM	384109104	583	12,900	SH		SOLE		12,900	0	0
GREEN DOT CORP	CL A	39304D102	2,415	32,900	SH		SOLE		32,900	0	0
GROUPE CGI INC	CL A SUB VTG	39945C109	2,628	41,500	SH		SOLE		41,500	0	0
GRUBHUB INC	COM	400110102	10,701	102,000	SH		SOLE		102,000	0	0
HAEMONETICS CORP	COM	405024100	1,031	11,500	SH		SOLE		11,500	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	5,451	51,900	SH		SOLE		51,900	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	9,320	215,800	SH		SOLE		215,800	0	0
HEICO CORP NEW	COM	422806109	30,919	423,952	SH		SOLE		423,952	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	1,930	19,600	SH		SOLE		19,600	0	0
HENRY JACK & ASSOC INC	COM	426281101	11,354	87,100	SH		SOLE		87,100	0	0
HOME DEPOT INC	COM	437076102	4,097	21,000	SH		SOLE		21,000	0	0
HORMEL FOODS CORP	COM	440452100	1,942	52,200	SH		SOLE		52,200	0	0
HUNT J B TRANS SVCS INC	COM	445658107	6,880	56,600	SH		SOLE		56,600	0	0
ICU MED INC	COM	44930G107	9,250	31,500	SH		SOLE		31,500	0	0
IDEX CORP	COM	45167R104	11,430	83,750	SH		SOLE		83,750	0	0
IDEXX LABS INC	COM	45168D104	39,883	183,000	SH		SOLE		183,000	0	0
IHS MARKIT LTD	SHS	G47567105	9,908	192,054	SH		SOLE		192,054	0	0
ILG INC	COM	44967H101	1,189	36,000	SH		SOLE		36,000	0	0
ILLUMINA INC	COM	452327109	11,423	40,900	SH		SOLE		40,900	0	0
INGREDION INC	COM	457187102	2,635	23,800	SH		SOLE		23,800	0	0
INSPERITY INC	COM	45778Q107	2,019	21,200	SH		SOLE		21,200	0	0
INSTRUCTURE INC	COM	45781U103	894	21,000	SH		SOLE		21,000	0	0
INSULET CORP	COM	45784P101	1,697	19,800	SH		SOLE		19,800	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	1,024	15,900	SH		SOLE		15,900	0	0
INTEL CORP	COM	458140100	3,430	69,000	SH		SOLE		69,000	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	6,713	80,000	SH		SOLE		80,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	883	12,000	SH		SOLE		12,000	0	0
INTUIT	COM	461202103	8,949	43,800	SH		SOLE		43,800	0	0
INVESCO LTD	SHS	G491BT108	3,187	120,000	SH		SOLE		120,000	0	0
IPG PHOTONICS CORP	COM	44980X109	331	1,500	SH		SOLE		1,500	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	213	2,500	SH		SOLE		2,500	0	0
J & J SNACK FOODS CORP	COM	466032109	14,881	97,600	SH		SOLE		97,600	0	0
J2 GLOBAL INC	COM	48123V102	3,404	39,300	SH		SOLE		39,300	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	8,443	49,000	SH		SOLE		49,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,165	13,100	SH		SOLE		13,100	0	0
JPMORGAN CHASE & CO	COM	46625H100	6,565	63,000	SH		SOLE		63,000	0	0
KADANT INC	COM	48282T104	1,058	11,000	SH		SOLE		11,000	0	0
KAMAN CORP	COM	483548103	815	11,700	SH		SOLE		11,700	0	0
KLX INC	COM	482539103	554	7,700	SH		SOLE		7,700	0	0
KMG CHEMICALS INC	COM	482564101	679	9,200	SH		SOLE		9,200	0	0
KORN FERRY INTL	COM NEW	500643200	725	11,700	SH		SOLE		11,700	0	0
LANCASTER COLONY CORP	COM	513847103	1,606	11,600	SH		SOLE		11,600	0	0
LANDSTAR SYS INC	COM	515098101	3,691	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	7,420	52,000	SH		SOLE		52,000	0	0
LCI INDS	COM	50189K103	2,876	31,900	SH		SOLE		31,900	0	0
LENDINGTREE INC NEW	COM	52603B107	5,644	26,400	SH		SOLE		26,400	0	0
LENNOX INTL INC	COM	526107107	17,333	86,600	SH		SOLE		86,600	0	0
LIBERTY ALL STAR EQUITY FD	SH BEN INT	530158104	83	13,000	SH		SOLE		13,000	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	7,374	84,019	SH		SOLE		84,019	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	7,496	302,000	SH		SOLE		302,000	0	0
LITTELFUSE INC	COM	537008104	3,651	16,000	SH		SOLE		16,000	0	0
LKQ CORP	COM	501889208	9,653	302,600	SH		SOLE		302,600	0	0
LYDALL INC DEL	COM	550819106	681	15,600	SH		SOLE		15,600	0	0
MARKETAXESS HLDGS INC	COM	57060D108	475	2,400	SH		SOLE		2,400	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	2,688	23,800	SH		SOLE		23,800	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	23,877	121,500	SH		SOLE		121,500	0	0
MAXIMUS INC	COM	577933104	3,373	54,300	SH		SOLE		54,300	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	5,584	48,100	SH		SOLE		48,100	0	0
MEDIDATA SOLUTIONS INC	COM	58471A105	11,681	145,000	SH		SOLE		145,000	0	0
MEDIFAST INC	COM	58470H101	1,826	11,400	SH		SOLE		11,400	0	0
MERCURY SYS INC	COM	589378108	1,058	27,800	SH		SOLE		27,800	0	0
MERIT MED SYS INC	COM	589889104	476	9,300	SH		SOLE		9,300	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	31,767	54,900	SH		SOLE		54,900	0	0
MICRON TECHNOLOGY INC	COM	595112103	6,293	120,000	SH		SOLE		120,000	0	0
MIDDLEBY CORP	COM	596278101	9,565	91,600	SH		SOLE		91,600	0	0
MONRO INC	COM	610236101	5,223	89,900	SH		SOLE		89,900	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	6,819	119,000	SH		SOLE		119,000	0	0
MOVADO GROUP INC	COM	624580106	990	20,500	SH		SOLE		20,500	0	0
NEOGEN CORP	COM	640491106	3,133	39,066	SH		SOLE		39,066	0	0
NETFLIX INC	COM	64110L106	22,507	57,500	SH		SOLE		57,500	0	0
NEVRO CORP	COM	64157F103	5,677	71,100	SH		SOLE		71,100	0	0
NEW JERSEY RES	COM	646025106	2,434	54,400	SH		SOLE		54,400	0	0
NEW RELIC INC	COM	64829B100	2,525	25,100	SH		SOLE		25,100	0	0
NEWMARKET CORP	COM	651587107	5,542	13,700	SH		SOLE		13,700	0	0
NIKE INC	CL B	654106103	9,243	116,000	SH		SOLE		116,000	0	0
NORDSON CORP	COM	655663102	3,095	24,100	SH		SOLE		24,100	0	0
NORTHROP GRUMMAN CORP	COM	666807102	15,047	48,900	SH		SOLE		48,900	0	0
NOVO-NORDISK A S	ADR	670100205	2,975	64,500	SH		SOLE		64,500	0	0
NUTRI SYS INC NEW	COM	67069D108	628	16,300	SH		SOLE		16,300	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	17,344	63,400	SH		SOLE		63,400	0	0
OPEN TEXT CORP	COM	683715106	5,599	159,100	SH		SOLE		159,100	0	0
PACKAGING CORP AMER	COM	695156109	2,292	20,500	SH		SOLE		20,500	0	0
PAYCOM SOFTWARE INC	COM	70432V102	1,611	16,300	SH		SOLE		16,300	0	0
PAYPAL HLDGS INC	COM	70450Y103	15,905	191,000	SH		SOLE		191,000	0	0
PENN NATL GAMING INC	COM	707569109	1,108	33,000	SH		SOLE		33,000	0	0
PEPSICO INC	COM	713448108	6,859	63,000	SH		SOLE		63,000	0	0
PFIZER INC	COM	717081103	3,773	104,000	SH		SOLE		104,000	0	0
PIONEER NAT RES CO	COM	723787107	7,191	38,000	SH		SOLE		38,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,173	26,700	SH		SOLE		26,700	0	0
POLYONE CORP	COM	73179P106	1,357	31,400	SH		SOLE		31,400	0	0
POOL CORPORATION	COM	73278L105	13,483	89,000	SH		SOLE		89,000	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	1,419	15,200	SH		SOLE		15,200	0	0
PRIMERICA INC	COM	74164M108	1,813	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	2,077	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	761	19,600	SH		SOLE		19,600	0	0
PROOFPOINT INC	COM	743424103	5,627	48,800	SH		SOLE		48,800	0	0
PROSPERITY BANCSHARES INC	COM	743606105	2,591	37,900	SH		SOLE		37,900	0	0
QUALYS INC	COM	74758T303	767	9,100	SH		SOLE		9,100	0	0
RBC BEARINGS INC	COM	75524B104	6,763	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	6,004	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	6,166	90,200	SH		SOLE		90,200	0	0
RLI CORP	COM	749607107	10,041	151,700	SH		SOLE		151,700	0	0
ROLLINS INC	COM	775711104	39,514	751,500	SH		SOLE		751,500	0	0
ROPER TECHNOLOGIES INC	COM	776696106	32,199	116,700	SH		SOLE		116,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,674	38,600	SH		SOLE		38,600	0	0
SALESFORCE COM INC	COM	79466L302	32,736	240,000	SH		SOLE		240,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	9,164	55,500	SH		SOLE		55,500	0	0
SCHEIN HENRY INC	COM	806407102	18,610	256,200	SH		SOLE		256,200	0	0
SCHLUMBERGER LTD	COM	806857108	4,089	61,000	SH		SOLE		61,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	9,096	178,000	SH		SOLE		178,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,375	41,700	SH		SOLE		41,700	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	7,568	91,000	SH		SOLE		91,000	0	0
SELECTIVE INS GROUP INC	COM	816300107	500	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	4,171	58,300	SH		SOLE		58,300	0	0
SERVICENOW INC	COM	81762P102	13,970	81,000	SH		SOLE		81,000	0	0
SHAKE SHACK INC	CL A	819047101	907	13,700	SH		SOLE		13,700	0	0
SHUTTERFLY INC	COM	82568P304	1,314	14,600	SH		SOLE		14,600	0	0
SILGAN HOLDINGS INC	COM	827048109	4,631	172,600	SH		SOLE		172,600	0	0
SILICON LABORATORIES INC	COM	826919102	1,155	11,600	SH		SOLE		11,600	0	0
SMITH A O	COM	831865209	4,389	74,200	SH		SOLE		74,200	0	0
SNAP ON INC	COM	833034101	12,858	80,000	SH		SOLE		80,000	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	622	13,000	SH		SOLE		13,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	4,709	140,700	SH		SOLE		140,700	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	2,509	32,900	SH		SOLE		32,900	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	515	6,000	SH		SOLE		6,000	0	0
STAMPS COM INC	COM NEW	852857200	7,288	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	5,862	120,000	SH		SOLE		120,000	0	0
STIFEL FINL CORP	COM	860630102	6,536	125,100	SH		SOLE		125,100	0	0
SYNNEX CORP	COM	87162W100	5,482	56,800	SH		SOLE		56,800	0	0
TECH DATA CORP	COM	878237106	1,872	22,800	SH		SOLE		22,800	0	0
TELADOC INC	COM	87918A105	1,045	18,000	SH		SOLE		18,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	46,122	231,700	SH		SOLE		231,700	0	0
TELEFLEX INC	COM	879369106	992	3,700	SH		SOLE		3,700	0	0
TESARO INC	COM	881569107	21,346	480,000	SH		SOLE		480,000	0	0
TESLA INC	COM	88160R101	7,373	21,500	SH		SOLE		21,500	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,729	26,400	SH		SOLE		26,400	0	0
THE TRADE DESK INC	COM CL A	88339J105	1,688	18,000	SH		SOLE		18,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	8,141	39,300	SH		SOLE		39,300	0	0
TJX COS INC NEW	COM	872540109	26,746	281,000	SH		SOLE		281,000	0	0
TOLL BROTHERS INC	COM	889478103	2,774	75,000	SH		SOLE		75,000	0	0
TOPBUILD CORP	COM	89055F103	846	10,800	SH		SOLE		10,800	0	0
TORCHMARK CORP	COM	891027104	1,946	23,900	SH		SOLE		23,900	0	0
TORO CO	COM	891092108	38,500	639,000	SH		SOLE		639,000	0	0
TRANSDIGM GROUP INC	COM	893641100	15,117	43,800	SH		SOLE		43,800	0	0
TREX CO INC	COM	89531P105	2,003	32,000	SH		SOLE		32,000	0	0
TRINET GROUP INC	COM	896288107	1,454	26,000	SH		SOLE		26,000	0	0
TURTLE BEACH CORP	COM NEW	900450206	831	40,900	SH		SOLE		40,900	0	0
TYLER TECHNOLOGIES INC	COM	902252105	25,754	115,958	SH		SOLE		115,958	0	0
U S CONCRETE INC	COM NEW	90333L201	1,528	29,100	SH		SOLE		29,100	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	4,061	42,300	SH		SOLE		42,300	0	0
ULTA BEAUTY INC	COM	90384S303	9,572	41,000	SH		SOLE		41,000	0	0
ULTIMATE SOFTWARE GROUP INC	COM	90385D107	29,694	115,400	SH		SOLE		115,400	0	0
UNION PAC CORP	COM	907818108	5,072	35,800	SH		SOLE		35,800	0	0
VAIL RESORTS INC	COM	91879Q109	9,460	34,500	SH		SOLE		34,500	0	0
VALIDUS HOLDINGS LTD	COM SHS	G9319H102	2,312	34,200	SH		SOLE		34,200	0	0
VALMONT INDS INC	COM	920253101	2,080	13,800	SH		SOLE		13,800	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	18,186	107,000	SH		SOLE		107,000	0	0
VISA INC	COM CL A	92826C839	28,344	214,000	SH		SOLE		214,000	0	0
WALKER & DUNLOP INC	COM	93148P102	768	13,800	SH		SOLE		13,800	0	0
WASTE CONNECTIONS INC	COM	94106B101	41,240	547,825	SH		SOLE		547,825	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	557	7,100	SH		SOLE		7,100	0	0
WEX INC	COM	96208T104	16,838	88,400	SH		SOLE		88,400	0	0
WOODWARD INC	COM	980745103	7,840	102,000	SH		SOLE		102,000	0	0
XPO LOGISTICS INC	COM	983793100	2,404	24,000	SH		SOLE		24,000	0	0
ZENDESK INC	COM	98936J101	13,682	251,100	SH		SOLE		251,100	0	0
ZOETIS INC	CL A	98978V103	3,578	42,000	SH		SOLE		42,000	0	0