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	4,148	118,300	SH		SOLE		118,300	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	18,049	128,000	SH		SOLE		128,000	0	0
ACI WORLDWIDE INC	COM	004498101	2,194	79,300	SH		SOLE		79,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	20,631	443,000	SH		SOLE		443,000	0	0
ACUITY BRANDS INC	COM	00508Y102	1,379	12,000	SH		SOLE		12,000	0	0
ADOBE INC	COM	00724f101	8,823	39,000	SH		SOLE		39,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	1,921	12,200	SH		SOLE		12,200	0	0
AIR PRODS & CHEMS INC	COM	009158106	1,120	7,000	SH		SOLE		7,000	0	0
AKORN INC	COM	009728106	268	79,000	SH		SOLE		79,000	0	0
ALARM COM HLDGS INC	COM	011642105	1,426	27,500	SH		SOLE		27,500	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	33,881	348,000	SH		SOLE		348,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	19,053	139,000	SH		SOLE		139,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	628	3,000	SH		SOLE		3,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,176	6,700	SH		SOLE		6,700	0	0
ALPHABET INC	CAP STK CL A	02079K305	22,362	21,400	SH		SOLE		21,400	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	14,971	1,100,000	SH		SOLE		1,100,000	0	0
AMAZON COM INC	COM	023135106	27,486	18,300	SH		SOLE		18,300	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	7,387	81,600	SH		SOLE		81,600	0	0
AMERICAN TOWER CORP NEW	COM	03027x100	16,040	101,400	SH		SOLE		101,400	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	468	8,400	SH		SOLE		8,400	0	0
AMETEK INC NEW	COM	031100100	23,028	340,150	SH		SOLE		340,150	0	0
AMPHENOL CORP NEW	CL A	032095101	23,698	292,500	SH		SOLE		292,500	0	0
ANADARKO PETE CORP	COM	032511107	3,069	70,000	SH		SOLE		70,000	0	0
ANSYS INC	COM	03662Q105	27,730	194,000	SH		SOLE		194,000	0	0
APPLE INC	COM	037833100	4,574	29,000	SH		SOLE		29,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,510	28,000	SH		SOLE		28,000	0	0
APTARGROUP INC	COM	038336103	14,816	157,500	SH		SOLE		157,500	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	12,361	462,600	SH		SOLE		462,600	0	0
ARISTA NETWORKS INC	COM	040413106	590	2,800	SH		SOLE		2,800	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	740	11,100	SH		SOLE		11,100	0	0
ASGN INC	COM	00191U102	774	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,059	15,700	SH		SOLE		15,700	0	0
AUTOZONE INC	COM	053332102	16,348	19,500	SH		SOLE		19,500	0	0
AVANOS MED INC	COM	05350V106	990	22,100	SH		SOLE		22,100	0	0
AXON ENTERPRISE INC	COM	05464C101	534	12,200	SH		SOLE		12,200	0	0
AZZ INC	COM	002474104	2,805	69,500	SH		SOLE		69,500	0	0
B & G FOODS INC NEW	COM	05508r106	1,122	38,800	SH		SOLE		38,800	0	0
BALCHEM CORP	COM	057665200	995	12,700	SH		SOLE		12,700	0	0
BALL CORP	COM	058498106	17,951	390,400	SH		SOLE		390,400	0	0
BANK AMER CORP	COM	060505104	10,965	445,000	SH		SOLE		445,000	0	0
BECTON DICKINSON & CO	COM	075887109	13,227	58,704	SH		SOLE		58,704	0	0
BIOGEN INC	COM	09062x103	9,629	32,000	SH		SOLE		32,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	8,515	100,000	SH		SOLE		100,000	0	0
BLACKBAUD INC	COM	09227Q100	1,591	25,300	SH		SOLE		25,300	0	0
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	092524107	60	12,000	SH		SOLE		12,000	0	0
BLACKROCK INC	COM	09247X101	3,143	8,000	SH		SOLE		8,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	8,347	280,000	SH		SOLE		280,000	0	0
BOINGO WIRELESS INC	COM	09739C102	714	34,700	SH		SOLE		34,700	0	0
BOOKING HLDGS INC	COM	09857l108	2,584	1,500	SH		SOLE		1,500	0	0
BOTTOMLINE TECH DEL INC	COM	101388106	883	18,400	SH		SOLE		18,400	0	0
BROADCOM INC	COM	11135f101	3,560	14,000	SH		SOLE		14,000	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	4,399	45,700	SH		SOLE		45,700	0	0
BROOKS AUTOMATION INC	COM	114340102	694	26,500	SH		SOLE		26,500	0	0
BROWN FORMAN CORP	CL B	115637209	564	11,850	SH		SOLE		11,850	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	301	3,160	SH		SOLE		3,160	0	0
CACI INTL INC	CL A	127190304	763	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	7,335	168,700	SH		SOLE		168,700	0	0
CAL MAINE FOODS INC	COM NEW	128030202	533	12,600	SH		SOLE		12,600	0	0
CALAVO GROWERS INC	COM	128246105	3,954	54,200	SH		SOLE		54,200	0	0
CANADIAN NATL RY CO	COM	136375102	14,955	201,800	SH		SOLE		201,800	0	0
CANTEL MEDICAL CORP	COM	138098108	2,971	39,900	SH		SOLE		39,900	0	0
CARLISLE COS INC	COM	142339100	10,605	105,500	SH		SOLE		105,500	0	0
CASEYS GEN STORES INC	COM	147528103	6,266	48,900	SH		SOLE		48,900	0	0
CAVCO INDS INC DEL	COM	149568107	1,473	11,300	SH		SOLE		11,300	0	0
CELGENE CORP	COM	151020104	21,983	343,000	SH		SOLE		343,000	0	0
CHEESECAKE FACTORY INC	COM	163072101	1,736	39,900	SH		SOLE		39,900	0	0
CHEMED CORP NEW	COM	16359R103	16,770	59,200	SH		SOLE		59,200	0	0
CHILDRENS PL INC	COM	168905107	568	6,300	SH		SOLE		6,300	0	0
CHUBB LIMITED	COM	h1467j104	5,271	40,800	SH		SOLE		40,800	0	0
CHURCH & DWIGHT INC	COM	171340102	27,659	420,600	SH		SOLE		420,600	0	0
CHURCHILL DOWNS INC	COM	171484108	6,196	25,400	SH		SOLE		25,400	0	0
CINTAS CORP	COM	172908105	4,401	26,200	SH		SOLE		26,200	0	0
CISCO SYS INC	COM	17275r102	3,163	73,000	SH		SOLE		73,000	0	0
CITIGROUP INC	COM NEW	172967424	4,425	85,000	SH		SOLE		85,000	0	0
COGNEX CORP	COM	192422103	998	25,800	SH		SOLE		25,800	0	0
COHERENT INC	COM	192479103	370	3,500	SH		SOLE		3,500	0	0
COMCAST CORP NEW	CL A	20030n101	3,064	90,000	SH		SOLE		90,000	0	0
COMFORT SYS USA INC	COM	199908104	1,621	37,100	SH		SOLE		37,100	0	0
CONSTELLATION BRANDS INC	CL A	21036p108	11,579	72,000	SH		SOLE		72,000	0	0
COOPER STD HLDGS INC	COM	21676P103	497	8,000	SH		SOLE		8,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	13,241	65,000	SH		SOLE		65,000	0	0
CROCS INC	COM	227046109	1,707	65,700	SH		SOLE		65,700	0	0
CROWN HOLDINGS INC	COM	228368106	2,299	55,300	SH		SOLE		55,300	0	0
DANAHER CORP DEL	COM	235851102	20,686	200,600	SH		SOLE		200,600	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	1,511	33,900	SH		SOLE		33,900	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	3,493	70,000	SH		SOLE		70,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	1,053	28,300	SH		SOLE		28,300	0	0
DEXCOM INC	COM	252131107	7,907	66,000	SH		SOLE		66,000	0	0
DIAMONDBACK ENERGY INC	COM	25278x109	9,733	105,000	SH		SOLE		105,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	3,399	31,000	SH		SOLE		31,000	0	0
DOMINOS PIZZA INC	COM	25754A201	10,788	43,500	SH		SOLE		43,500	0	0
ECOLAB INC	COM	278865100	21,778	147,800	SH		SOLE		147,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	8,578	56,000	SH		SOLE		56,000	0	0
EL PASO ELEC CO	COM NEW	283677854	1,895	37,800	SH		SOLE		37,800	0	0
ELECTRONIC ARTS INC	COM	285512109	5,918	75,000	SH		SOLE		75,000	0	0
ENCOMPASS HEALTH CORP	COM	29261A100	2,591	42,000	SH		SOLE		42,000	0	0
ENERSYS	COM	29275Y102	7,140	92,000	SH		SOLE		92,000	0	0
ENOVA INTL INC	COM	29357K103	514	26,400	SH		SOLE		26,400	0	0
ENPRO INDS INC	COM	29355X107	2,680	44,600	SH		SOLE		44,600	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	352	2,100	SH		SOLE		2,100	0	0
EPLUS INC	COM	294268107	6,640	93,300	SH		SOLE		93,300	0	0
EQUIFAX INC	COM	294429105	1,909	20,500	SH		SOLE		20,500	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	4,691	48,300	SH		SOLE		48,300	0	0
ESTERLINE TECHNOLOGIES CORP	COM	297425100	1,810	14,900	SH		SOLE		14,900	0	0
EVERBRIDGE INC	COM	29978A104	1,839	32,400	SH		SOLE		32,400	0	0
EXACT SCIENCES CORP	COM	30063P105	13,819	219,000	SH		SOLE		219,000	0	0
EXELIXIS INC	COM	30161Q104	19,670	1,000,000	SH		SOLE		1,000,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	3,036	57,700	SH		SOLE		57,700	0	0
EXPONENT INC	COM	30214U102	6,815	134,400	SH		SOLE		134,400	0	0
F M C CORP	COM NEW	302491303	3,476	47,000	SH		SOLE		47,000	0	0
FACEBOOK INC	CL A	30303m102	19,926	152,000	SH		SOLE		152,000	0	0
FAIR ISAAC CORP	COM	303250104	9,443	50,500	SH		SOLE		50,500	0	0
FIRST FINL BANKSHARES	COM	32020R109	6,031	104,548	SH		SOLE		104,548	0	0
FISERV INC	COM	337738108	27,779	378,000	SH		SOLE		378,000	0	0
FIVE9 INC	COM	338307101	2,374	54,300	SH		SOLE		54,300	0	0
FTI CONSULTING INC	COM	302941109	1,599	24,000	SH		SOLE		24,000	0	0
GARTNER INC	COM	366651107	8,847	69,200	SH		SOLE		69,200	0	0
GATX CORP	COM	361448103	814	11,500	SH		SOLE		11,500	0	0
GENERAL MLS INC	COM	370334104	428	11,000	SH		SOLE		11,000	0	0
GENTHERM INC	COM	37253A103	716	17,900	SH		SOLE		17,900	0	0
GRACO INC	COM	384109104	540	12,900	SH		SOLE		12,900	0	0
GREEN DOT CORP	CL A	39304D102	2,616	32,900	SH		SOLE		32,900	0	0
GRUBHUB INC	COM	400110102	11,829	154,000	SH		SOLE		154,000	0	0
HAEMONETICS CORP	COM	405024100	1,151	11,500	SH		SOLE		11,500	0	0
HDFC BANK LTD	ADR REPS 3 SHS	40415F101	5,024	48,500	SH		SOLE		48,500	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	8,671	215,800	SH		SOLE		215,800	0	0
HEICO CORP NEW	COM	422806109	32,154	414,999	SH		SOLE		414,999	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	2,571	19,600	SH		SOLE		19,600	0	0
HENRY JACK & ASSOC INC	COM	426281101	12,703	100,400	SH		SOLE		100,400	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	472	17,900	SH		SOLE		17,900	0	0
HOME DEPOT INC	COM	437076102	3,265	19,000	SH		SOLE		19,000	0	0
HORMEL FOODS CORP	COM	440452100	2,228	52,200	SH		SOLE		52,200	0	0
HUNT J B TRANS SVCS INC	COM	445658107	4,987	53,600	SH		SOLE		53,600	0	0
ICU MED INC	COM	44930G107	7,233	31,500	SH		SOLE		31,500	0	0
IDEX CORP	COM	45167r104	10,574	83,750	SH		SOLE		83,750	0	0
IDEXX LABS INC	COM	45168D104	33,056	177,700	SH		SOLE		177,700	0	0
IHS MARKIT LTD	SHS	g47567105	9,549	199,054	SH		SOLE		199,054	0	0
ILLUMINA INC	COM	452327109	11,247	37,500	SH		SOLE		37,500	0	0
INGREDION INC	COM	457187102	2,111	23,100	SH		SOLE		23,100	0	0
INSPERITY INC	COM	45778Q107	1,979	21,200	SH		SOLE		21,200	0	0
INSTRUCTURE INC	COM	45781U103	788	21,000	SH		SOLE		21,000	0	0
INSULET CORP	COM	45784P101	968	12,200	SH		SOLE		12,200	0	0
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	604	13,400	SH		SOLE		13,400	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	7,358	73,000	SH		SOLE		73,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866f104	3,066	40,700	SH		SOLE		40,700	0	0
INTUIT	COM	461202103	9,291	47,200	SH		SOLE		47,200	0	0
IQVIA HLDGS INC	COM	46266c105	2,625	22,600	SH		SOLE		22,600	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,671	20,600	SH		SOLE		20,600	0	0
J & J SNACK FOODS CORP	COM	466032109	14,965	103,500	SH		SOLE		103,500	0	0
J2 GLOBAL INC	COM	48123V102	2,727	39,300	SH		SOLE		39,300	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	4,463	36,000	SH		SOLE		36,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	941	13,100	SH		SOLE		13,100	0	0
JPMORGAN CHASE & CO	COM	46625h100	5,076	52,000	SH		SOLE		52,000	0	0
KADANT INC	COM	48282T104	1,051	12,900	SH		SOLE		12,900	0	0
KAMAN CORP	COM	483548103	656	11,700	SH		SOLE		11,700	0	0
KAYNE ANDERSON MDSTM ENERGY	COM	48661E108	109	11,337	SH		SOLE		11,337	0	0
KORN FERRY INTL	COM NEW	500643200	463	11,700	SH		SOLE		11,700	0	0
LANCASTER COLONY CORP	COM	513847103	2,052	11,600	SH		SOLE		11,600	0	0
LANDSTAR SYS INC	COM	515098101	3,234	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	7,025	54,000	SH		SOLE		54,000	0	0
LCI INDS	COM	50189K103	2,131	31,900	SH		SOLE		31,900	0	0
LENDINGTREE INC NEW	COM	52603B107	5,797	26,400	SH		SOLE		26,400	0	0
LENNOX INTL INC	COM	526107107	20,704	94,600	SH		SOLE		94,600	0	0
LHC GROUP INC	COM	50187A107	760	8,100	SH		SOLE		8,100	0	0
LIBERTY ALL STAR EQUITY FD	SH BEN INT	530158104	70	13,000	SH		SOLE		13,000	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	6,625	84,019	SH		SOLE		84,019	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	7,406	460,000	SH		SOLE		460,000	0	0
LITTELFUSE INC	COM	537008104	4,338	25,300	SH		SOLE		25,300	0	0
LKQ CORP	COM	501889208	3,405	143,500	SH		SOLE		143,500	0	0
LYDALL INC DEL	COM	550819106	317	15,600	SH		SOLE		15,600	0	0
MARKETAXESS HLDGS INC	COM	57060D108	507	2,400	SH		SOLE		2,400	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	2,217	31,440	SH		SOLE		31,440	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	19,903	105,500	SH		SOLE		105,500	0	0
MAXIMUS INC	COM	577933104	3,118	47,900	SH		SOLE		47,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	6,753	48,500	SH		SOLE		48,500	0	0
MEDIDATA SOLUTIONS INC	COM	58471A105	9,034	134,000	SH		SOLE		134,000	0	0
MEDIFAST INC	COM	58470H101	1,425	11,400	SH		SOLE		11,400	0	0
MERCURY SYS INC	COM	589378108	1,527	32,300	SH		SOLE		32,300	0	0
MERIT MED SYS INC	COM	589889104	1,518	27,200	SH		SOLE		27,200	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	34,500	61,000	SH		SOLE		61,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	3,332	105,000	SH		SOLE		105,000	0	0
MIDDLEBY CORP	COM	596278101	6,308	61,400	SH		SOLE		61,400	0	0
MONRO INC	COM	610236101	6,181	89,900	SH		SOLE		89,900	0	0
MOVADO GROUP INC	COM	624580106	930	29,400	SH		SOLE		29,400	0	0
NEOGEN CORP	COM	640491106	2,227	39,066	SH		SOLE		39,066	0	0
NETFLIX INC	COM	64110l106	17,130	64,000	SH		SOLE		64,000	0	0
NEUBERGER BERMAN RE ES SEC F	COM	64190A103	58	14,000	SH		SOLE		14,000	0	0
NEVRO CORP	COM	64157F103	276	7,100	SH		SOLE		7,100	0	0
NEW JERSEY RES	COM	646025106	1,155	25,300	SH		SOLE		25,300	0	0
NEW RELIC INC	COM	64829B100	2,032	25,100	SH		SOLE		25,100	0	0
NEWMARKET CORP	COM	651587107	2,555	6,200	SH		SOLE		6,200	0	0
NIKE INC	CL B	654106103	2,372	32,000	SH		SOLE		32,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	11,976	48,900	SH		SOLE		48,900	0	0
NUTRI SYS INC NEW	COM	67069D108	891	20,300	SH		SOLE		20,300	0	0
NVIDIA CORP	COM	67066g104	9,078	68,000	SH		SOLE		68,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	7,914	108,000	SH		SOLE		108,000	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	18,318	53,200	SH		SOLE		53,200	0	0
OMNICELL INC	COM	68213N109	1,531	25,000	SH		SOLE		25,000	0	0
OPEN TEXT CORP	COM	683715106	5,428	166,500	SH		SOLE		166,500	0	0
PACKAGING CORP AMER	COM	695156109	734	8,800	SH		SOLE		8,800	0	0
PAYCOM SOFTWARE INC	COM	70432V102	1,996	16,300	SH		SOLE		16,300	0	0
PAYPAL HLDGS INC	COM	70450y103	16,902	201,000	SH		SOLE		201,000	0	0
PENN NATL GAMING INC	COM	707569109	659	35,000	SH		SOLE		35,000	0	0
PEPSICO INC	COM	713448108	2,431	22,000	SH		SOLE		22,000	0	0
PETIQ INC	COM CL A	71639T106	746	31,800	SH		SOLE		31,800	0	0
PGT INNOVATIONS INC	COM	69336V101	387	24,400	SH		SOLE		24,400	0	0
PIONEER NAT RES CO	COM	723787107	4,866	37,000	SH		SOLE		37,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,432	26,700	SH		SOLE		26,700	0	0
POLYONE CORP	COM	73179P106	855	29,900	SH		SOLE		29,900	0	0
POOL CORPORATION	COM	73278L105	13,230	89,000	SH		SOLE		89,000	0	0
PRA HEALTH SCIENCES INC	COM	69354M108	1,398	15,200	SH		SOLE		15,200	0	0
PREMIER INC	CL A	74051N102	627	16,800	SH		SOLE		16,800	0	0
PRIMERICA INC	COM	74164M108	1,778	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	2,377	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	696	19,600	SH		SOLE		19,600	0	0
PROGRESSIVE CORP OHIO	COM	743315103	2,655	44,000	SH		SOLE		44,000	0	0
PROOFPOINT INC	COM	743424103	3,788	45,200	SH		SOLE		45,200	0	0
PROSPERITY BANCSHARES INC	COM	743606105	2,361	37,900	SH		SOLE		37,900	0	0
QUAKER CHEM CORP	COM	747316107	1,617	9,100	SH		SOLE		9,100	0	0
QUALYS INC	COM	74758T303	1,846	24,700	SH		SOLE		24,700	0	0
RBC BEARINGS INC	COM	75524B104	6,883	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	6,672	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	6,503	90,200	SH		SOLE		90,200	0	0
RLI CORP	COM	749607107	10,466	151,700	SH		SOLE		151,700	0	0
ROLLINS INC	COM	775711104	33,537	929,000	SH		SOLE		929,000	0	0
ROPER TECHNOLOGIES INC	COM	776696106	32,409	121,600	SH		SOLE		121,600	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,331	38,600	SH		SOLE		38,600	0	0
SALESFORCE COM INC	COM	79466L302	32,188	235,000	SH		SOLE		235,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410g104	8,985	55,500	SH		SOLE		55,500	0	0
SCHEIN HENRY INC	COM	806407102	20,117	256,200	SH		SOLE		256,200	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	5,274	127,000	SH		SOLE		127,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	2,656	41,700	SH		SOLE		41,700	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	5,390	87,700	SH		SOLE		87,700	0	0
SELECTIVE INS GROUP INC	COM	816300107	555	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	3,256	58,300	SH		SOLE		58,300	0	0
SERVICENOW INC	COM	81762P102	13,888	78,000	SH		SOLE		78,000	0	0
SHAKE SHACK INC	CL A	819047101	577	12,700	SH		SOLE		12,700	0	0
SHUTTERFLY INC	COM	82568P304	588	14,600	SH		SOLE		14,600	0	0
SILGAN HOLDINGS INC	COM	827048109	4,077	172,600	SH		SOLE		172,600	0	0
SILICON LABORATORIES INC	COM	826919102	678	8,600	SH		SOLE		8,600	0	0
SMITH A O	COM	831865209	3,168	74,200	SH		SOLE		74,200	0	0
SNAP ON INC	COM	833034101	11,115	76,500	SH		SOLE		76,500	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	456	13,000	SH		SOLE		13,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	3,347	120,400	SH		SOLE		120,400	0	0
SOUTHWEST GAS HOLDINGS INC	COM	844895102	1,316	17,200	SH		SOLE		17,200	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	433	6,000	SH		SOLE		6,000	0	0
SPLUNK INC	COM	848637104	10,695	102,000	SH		SOLE		102,000	0	0
SPS COMM INC	COM	78463M107	2,990	36,300	SH		SOLE		36,300	0	0
STAMPS COM INC	COM NEW	852857200	4,482	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	6,311	98,000	SH		SOLE		98,000	0	0
STIFEL FINL CORP	COM	860630102	5,182	125,100	SH		SOLE		125,100	0	0
SYNNEX CORP	COM	87162W100	3,137	38,800	SH		SOLE		38,800	0	0
SYNOPSYS INC	COM	871607107	2,889	34,300	SH		SOLE		34,300	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	783	17,200	SH		SOLE		17,200	0	0
TECH DATA CORP	COM	878237106	3,927	48,000	SH		SOLE		48,000	0	0
TELADOC HEALTH INC	COM	87918A105	892	18,000	SH		SOLE		18,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	46,901	226,500	SH		SOLE		226,500	0	0
TELEFLEX INC	COM	879369106	956	3,700	SH		SOLE		3,700	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,546	25,900	SH		SOLE		25,900	0	0
THE TRADE DESK INC	COM CL A	88339J105	2,089	18,000	SH		SOLE		18,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	8,795	39,300	SH		SOLE		39,300	0	0
TJX COS INC NEW	COM	872540109	23,220	519,000	SH		SOLE		519,000	0	0
TOPBUILD CORP	COM	89055F103	499	11,100	SH		SOLE		11,100	0	0
TORCHMARK CORP	COM	891027104	1,781	23,900	SH		SOLE		23,900	0	0
TORO CO	COM	891092108	35,366	632,900	SH		SOLE		632,900	0	0
TOTAL SYS SVCS INC	COM	891906109	2,496	30,700	SH		SOLE		30,700	0	0
TRANSDIGM GROUP INC	COM	893641100	20,030	58,900	SH		SOLE		58,900	0	0
TREX CO INC	COM	89531P105	1,900	32,000	SH		SOLE		32,000	0	0
TRINET GROUP INC	COM	896288107	1,091	26,000	SH		SOLE		26,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	960	30,400	SH		SOLE		30,400	0	0
TURTLE BEACH CORP	COM NEW	900450206	916	64,200	SH		SOLE		64,200	0	0
TYLER TECHNOLOGIES INC	COM	902252105	22,978	123,658	SH		SOLE		123,658	0	0
U S CONCRETE INC	COM NEW	90333L201	1,027	29,100	SH		SOLE		29,100	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	5,639	55,100	SH		SOLE		55,100	0	0
ULTA BEAUTY INC	COM	90384S303	7,345	30,000	SH		SOLE		30,000	0	0
ULTIMATE SOFTWARE GROUP INC	COM	90385D107	27,303	111,500	SH		SOLE		111,500	0	0
UNION PAC CORP	COM	907818108	4,949	35,800	SH		SOLE		35,800	0	0
UNITEDHEALTH GROUP INC	COM	91324p102	4,434	17,800	SH		SOLE		17,800	0	0
VAIL RESORTS INC	COM	91879Q109	13,071	62,000	SH		SOLE		62,000	0	0
VALMONT INDS INC	COM	920253101	1,531	13,800	SH		SOLE		13,800	0	0
VERISK ANALYTICS INC	COM	92345Y106	3,849	35,300	SH		SOLE		35,300	0	0
VERTEX PHARMACEUTICALS INC	COM	92532f100	13,091	79,000	SH		SOLE		79,000	0	0
VISA INC	COM CL A	92826c839	24,805	188,000	SH		SOLE		188,000	0	0
W R BERKLEY CORPORATION	COM	084423102	2,158	29,200	SH		SOLE		29,200	0	0
WALKER & DUNLOP INC	COM	93148P102	597	13,800	SH		SOLE		13,800	0	0
WASTE CONNECTIONS INC	COM	94106b101	37,105	499,725	SH		SOLE		499,725	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	1,355	21,000	SH		SOLE		21,000	0	0
WEX INC	COM	96208T104	12,367	88,300	SH		SOLE		88,300	0	0
WOODWARD INC	COM	980745103	7,578	102,000	SH		SOLE		102,000	0	0
ZENDESK INC	COM	98936J101	13,956	239,100	SH		SOLE		239,100	0	0
ZOETIS INC	CL A	98978V103	3,422	40,000	SH		SOLE		40,000	0	0