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	5,497	118,300	SH		SOLE		118,300	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	1,322	22,500	SH		SOLE		22,500	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	22,569	128,000	SH		SOLE		128,000	0	0
ACI WORLDWIDE INC	COM	004498101	2,634	79,300	SH		SOLE		79,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	22,382	475,000	SH		SOLE		475,000	0	0
ADOBE INC	COM	00724f101	10,615	39,000	SH		SOLE		39,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	2,118	12,200	SH		SOLE		12,200	0	0
AIR PRODS & CHEMS INC	COM	009158106	1,340	7,000	SH		SOLE		7,000	0	0
ALARM COM HLDGS INC	COM	011642105	1,886	29,000	SH		SOLE		29,000	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	34,804	257,200	SH		SOLE		257,200	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	24,239	134,000	SH		SOLE		134,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	855	3,000	SH		SOLE		3,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,166	6,700	SH		SOLE		6,700	0	0
ALPHABET INC	CAP STK CL A	02079K305	30,574	25,500	SH		SOLE		25,500	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	31,186	1,550,000	SH		SOLE		1,550,000	0	0
AMAZON COM INC	COM	023135106	36,284	20,000	SH		SOLE		20,000	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	9,348	96,400	SH		SOLE		96,400	0	0
AMERICAN TOWER CORP NEW	COM	03027x100	19,521	101,400	SH		SOLE		101,400	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	697	8,400	SH		SOLE		8,400	0	0
AMETEK INC NEW	COM	031100100	28,421	338,350	SH		SOLE		338,350	0	0
AMPHENOL CORP NEW	CL A	032095101	29,490	301,500	SH		SOLE		301,500	0	0
ANADARKO PETE CORP	COM	032511107	3,127	68,000	SH		SOLE		68,000	0	0
ANSYS INC	COM	03662Q105	37,546	200,300	SH		SOLE		200,300	0	0
AON PLC	SHS CL A	G0408V102	1,908	11,000	SH		SOLE		11,000	0	0
APPLE INC	COM	037833100	6,693	35,000	SH		SOLE		35,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,677	28,000	SH		SOLE		28,000	0	0
APTARGROUP INC	COM	038336103	16,964	157,500	SH		SOLE		157,500	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	15,109	462,600	SH		SOLE		462,600	0	0
ARISTA NETWORKS INC	COM	040413106	891	2,800	SH		SOLE		2,800	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	788	11,100	SH		SOLE		11,100	0	0
ASGN INC	COM	00191U102	914	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	2,544	15,700	SH		SOLE		15,700	0	0
AUTOZONE INC	COM	053332102	20,079	19,500	SH		SOLE		19,500	0	0
AVANOS MED INC	COM	05350V106	876	20,300	SH		SOLE		20,300	0	0
AXON ENTERPRISE INC	COM	05464C101	674	12,200	SH		SOLE		12,200	0	0
AZZ INC	COM	002474104	2,889	69,500	SH		SOLE		69,500	0	0
B & G FOODS INC NEW	COM	05508r106	944	38,800	SH		SOLE		38,800	0	0
BALCHEM CORP	COM	057665200	1,191	12,700	SH		SOLE		12,700	0	0
BALL CORP	COM	058498106	23,150	396,400	SH		SOLE		396,400	0	0
BANK AMER CORP	COM	060505104	8,419	295,000	SH		SOLE		295,000	0	0
BECTON DICKINSON & CO	COM	075887109	14,758	58,704	SH		SOLE		58,704	0	0
BERKLEY W R CORP	COM	084423102	3,478	41,000	SH		SOLE		41,000	0	0
BIO RAD LABS INC	CL A	090572207	1,967	6,400	SH		SOLE		6,400	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	8,317	93,000	SH		SOLE		93,000	0	0
BLACKBAUD INC	COM	09227Q100	2,074	25,300	SH		SOLE		25,300	0	0
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	092524107	73	13,000	SH		SOLE		13,000	0	0
BLACKROCK INC	COM	09247X101	3,507	8,000	SH		SOLE		8,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	8,673	245,000	SH		SOLE		245,000	0	0
BOOKING HLDGS INC	COM	09857l108	4,222	2,400	SH		SOLE		2,400	0	0
BOTTOMLINE TECH DEL INC	COM	101388106	813	16,100	SH		SOLE		16,100	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	3,296	70,000	SH		SOLE		70,000	0	0
BROADCOM INC	COM	11135f101	7,339	24,000	SH		SOLE		24,000	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	4,798	45,700	SH		SOLE		45,700	0	0
BROOKS AUTOMATION INC	COM	114340102	794	26,500	SH		SOLE		26,500	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	364	3,160	SH		SOLE		3,160	0	0
CACI INTL INC	CL A	127190304	985	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	10,932	168,700	SH		SOLE		168,700	0	0
CAL MAINE FOODS INC	COM NEW	128030202	545	12,600	SH		SOLE		12,600	0	0
CALAVO GROWERS INC	COM	128246105	4,475	54,200	SH		SOLE		54,200	0	0
CANADIAN NATL RY CO	COM	136375102	18,297	201,800	SH		SOLE		201,800	0	0
CANTEL MEDICAL CORP	COM	138098108	2,667	39,900	SH		SOLE		39,900	0	0
CARLISLE COS INC	COM	142339100	10,336	82,500	SH		SOLE		82,500	0	0
CASEYS GEN STORES INC	COM	147528103	6,329	48,900	SH		SOLE		48,900	0	0
CAVCO INDS INC DEL	COM	149568107	1,353	11,300	SH		SOLE		11,300	0	0
CELGENE CORP	COM	151020104	22,956	245,000	SH		SOLE		245,000	0	0
CGI INC	CL A SUB VTG	12532H104	6,440	92,900	SH		SOLE		92,900	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119p108	1,696	4,900	SH		SOLE		4,900	0	0
CHEESECAKE FACTORY INC	COM	163072101	1,939	39,900	SH		SOLE		39,900	0	0
CHEMED CORP NEW	COM	16359R103	21,682	66,900	SH		SOLE		66,900	0	0
CHILDRENS PL INC	COM	168905107	624	6,300	SH		SOLE		6,300	0	0
CHUBB LIMITED	COM	h1467j104	5,772	40,800	SH		SOLE		40,800	0	0
CHURCH & DWIGHT INC	COM	171340102	31,638	439,600	SH		SOLE		439,600	0	0
CHURCHILL DOWNS INC	COM	171484108	6,908	76,200	SH		SOLE		76,200	0	0
CINTAS CORP	COM	172908105	7,933	38,700	SH		SOLE		38,700	0	0
CISCO SYS INC	COM	17275r102	4,014	73,000	SH		SOLE		73,000	0	0
CITIGROUP INC	COM NEW	172967424	3,669	57,000	SH		SOLE		57,000	0	0
COGNEX CORP	COM	192422103	1,369	25,800	SH		SOLE		25,800	0	0
COHERENT INC	COM	192479103	524	3,500	SH		SOLE		3,500	0	0
COLUMBIA SPORTSWEAR CO	COM	198516106	2,315	22,100	SH		SOLE		22,100	0	0
COMCAST CORP NEW	CL A	20030n101	3,628	90,000	SH		SOLE		90,000	0	0
COMFORT SYS USA INC	COM	199908104	2,375	44,800	SH		SOLE		44,800	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	11,543	65,000	SH		SOLE		65,000	0	0
COSTAR GROUP INC	COM	22160N109	1,199	2,500	SH		SOLE		2,500	0	0
COSTCO WHSL CORP NEW	COM	22160K105	15,872	65,000	SH		SOLE		65,000	0	0
COVETRUS INC	COM	22304C100	3,202	98,979	SH		SOLE		98,979	0	0
CROCS INC	COM	227046109	1,815	67,700	SH		SOLE		67,700	0	0
CROWN HOLDINGS INC	COM	228368106	3,077	55,300	SH		SOLE		55,300	0	0
DANAHER CORPORATION	COM	235851102	27,893	211,600	SH		SOLE		211,600	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	1,708	33,900	SH		SOLE		33,900	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	3,653	70,000	SH		SOLE		70,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	1,410	28,300	SH		SOLE		28,300	0	0
DEXCOM INC	COM	252131107	7,601	66,000	SH		SOLE		66,000	0	0
DIAMONDBACK ENERGY INC	COM	25278x109	10,887	105,000	SH		SOLE		105,000	0	0
DINE BRANDS GLOBAL INC	COM	254423106	1,448	15,700	SH		SOLE		15,700	0	0
DISNEY WALT CO	COM DISNEY	254687106	3,488	31,000	SH		SOLE		31,000	0	0
DOMINOS PIZZA INC	COM	25754A201	10,851	43,500	SH		SOLE		43,500	0	0
DOMO INC	COM CL B	257554105	713	17,400	SH		SOLE		17,400	0	0
ECOLAB INC	COM	278865100	26,407	147,800	SH		SOLE		147,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	10,450	55,000	SH		SOLE		55,000	0	0
EL PASO ELEC CO	COM NEW	283677854	2,209	37,800	SH		SOLE		37,800	0	0
ELECTRONIC ARTS INC	COM	285512109	5,442	53,000	SH		SOLE		53,000	0	0
ENCOMPASS HEALTH CORP	COM	29261A100	2,454	42,000	SH		SOLE		42,000	0	0
ENERSYS	COM	29275Y102	6,101	92,000	SH		SOLE		92,000	0	0
ENOVA INTL INC	COM	29357K103	623	26,400	SH		SOLE		26,400	0	0
ENPRO INDS INC	COM	29355X107	2,934	44,600	SH		SOLE		44,600	0	0
ENSIGN GROUP INC	COM	29358P101	917	18,000	SH		SOLE		18,000	0	0
ENSTAR GROUP LIMITED	SHS	G3075P101	367	2,100	SH		SOLE		2,100	0	0
EPAM SYS INC	COM	29414B104	684	4,000	SH		SOLE		4,000	0	0
EPLUS INC	COM	294268107	8,525	93,900	SH		SOLE		93,900	0	0
EQUIFAX INC	COM	294429105	2,450	20,500	SH		SOLE		20,500	0	0
EQUINIX INC	COM	29444U700	3,514	7,700	SH		SOLE		7,700	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	5,514	48,300	SH		SOLE		48,300	0	0
EVERBRIDGE INC	COM	29978A104	2,891	38,100	SH		SOLE		38,100	0	0
EXACT SCIENCES CORP	COM	30063P105	17,779	197,000	SH		SOLE		197,000	0	0
EXELIXIS INC	COM	30161Q104	23,449	965,000	SH		SOLE		965,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	3,502	57,700	SH		SOLE		57,700	0	0
EXPONENT INC	COM	30214U102	8,307	144,000	SH		SOLE		144,000	0	0
F M C CORP	COM NEW	302491303	3,710	47,000	SH		SOLE		47,000	0	0
FACEBOOK INC	CL A	30303m102	24,461	145,000	SH		SOLE		145,000	0	0
FAIR ISAAC CORP	COM	303250104	14,675	53,800	SH		SOLE		53,800	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	341	3,000	SH		SOLE		3,000	0	0
FIRST FINL BANKSHARES	COM	32020R109	6,116	103,248	SH		SOLE		103,248	0	0
FISERV INC	COM	337738108	33,759	378,000	SH		SOLE		378,000	0	0
FIVE9 INC	COM	338307101	3,820	73,900	SH		SOLE		73,900	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	1,189	28,300	SH		SOLE		28,300	0	0
FTI CONSULTING INC	COM	302941109	2,328	29,900	SH		SOLE		29,900	0	0
GARTNER INC	COM	366651107	11,438	73,800	SH		SOLE		73,800	0	0
GATX CORP	COM	361448103	889	11,500	SH		SOLE		11,500	0	0
GENERAL MLS INC	COM	370334104	561	11,000	SH		SOLE		11,000	0	0
GENTHERM INC	COM	37253A103	708	18,600	SH		SOLE		18,600	0	0
GODADDY INC	CL A	380237107	2,910	38,500	SH		SOLE		38,500	0	0
GRACO INC	COM	384109104	656	12,900	SH		SOLE		12,900	0	0
GREEN DOT CORP	CL A	39304D102	2,037	32,900	SH		SOLE		32,900	0	0
GRUBHUB INC	COM	400110102	19,734	280,000	SH		SOLE		280,000	0	0
HDFC BANK LTD	SPONSORED ADS	40415F101	5,592	48,500	SH		SOLE		48,500	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	7,184	215,800	SH		SOLE		215,800	0	0
HEICO CORP NEW	COM	422806109	40,765	414,999	SH		SOLE		414,999	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	2,286	19,600	SH		SOLE		19,600	0	0
HENRY JACK & ASSOC INC	COM	426281101	14,090	100,400	SH		SOLE		100,400	0	0
HENRY SCHEIN INC	COM	806407102	15,626	256,200	SH		SOLE		256,200	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	571	17,900	SH		SOLE		17,900	0	0
HOME DEPOT INC	COM	437076102	3,717	19,000	SH		SOLE		19,000	0	0
HORMEL FOODS CORP	COM	440452100	2,285	52,200	SH		SOLE		52,200	0	0
HUNT J B TRANS SVCS INC	COM	445658107	5,141	49,700	SH		SOLE		49,700	0	0
ICU MED INC	COM	44930G107	7,469	31,500	SH		SOLE		31,500	0	0
IDEX CORP	COM	45167r104	13,047	83,750	SH		SOLE		83,750	0	0
IDEXX LABS INC	COM	45168D104	40,004	177,700	SH		SOLE		177,700	0	0
IHS MARKIT LTD	SHS	g47567105	10,880	199,054	SH		SOLE		199,054	0	0
ILLUMINA INC	COM	452327109	9,442	29,800	SH		SOLE		29,800	0	0
INGEVITY CORP	COM	45688C107	1,469	13,400	SH		SOLE		13,400	0	0
INSPERITY INC	COM	45778Q107	2,670	21,200	SH		SOLE		21,200	0	0
INSTRUCTURE INC	COM	45781U103	1,059	22,700	SH		SOLE		22,700	0	0
INSULET CORP	COM	45784P101	1,164	12,200	SH		SOLE		12,200	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	20,070	180,000	SH		SOLE		180,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866f104	3,750	48,700	SH		SOLE		48,700	0	0
INTUIT	COM	461202103	12,543	47,200	SH		SOLE		47,200	0	0
IQVIA HLDGS INC	COM	46266c105	5,700	39,500	SH		SOLE		39,500	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	1,375	20,200	SH		SOLE		20,200	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	1,773	20,600	SH		SOLE		20,600	0	0
J & J SNACK FOODS CORP	COM	466032109	17,637	115,500	SH		SOLE		115,500	0	0
J2 GLOBAL INC	COM	48123V102	3,420	39,300	SH		SOLE		39,300	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	8,005	56,000	SH		SOLE		56,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,560	16,700	SH		SOLE		16,700	0	0
JPMORGAN CHASE & CO	COM	46625h100	4,604	44,000	SH		SOLE		44,000	0	0
KADANT INC	COM	48282T104	1,158	13,100	SH		SOLE		13,100	0	0
KAMAN CORP	COM	483548103	692	11,700	SH		SOLE		11,700	0	0
KORN FERRY	COM NEW	500643200	537	11,700	SH		SOLE		11,700	0	0
LANCASTER COLONY CORP	COM	513847103	1,779	11,600	SH		SOLE		11,600	0	0
LANDSTAR SYS INC	COM	515098101	3,762	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	8,898	54,000	SH		SOLE		54,000	0	0
LCI INDS	COM	50189K103	2,476	31,900	SH		SOLE		31,900	0	0
LENDINGTREE INC NEW	COM	52603B107	9,557	26,400	SH		SOLE		26,400	0	0
LENNAR CORP	CL A	526057104	4,891	100,000	SH		SOLE		100,000	0	0
LENNOX INTL INC	COM	526107107	25,928	96,800	SH		SOLE		96,800	0	0
LHC GROUP INC	COM	50187A107	878	8,100	SH		SOLE		8,100	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	7,229	84,019	SH		SOLE		84,019	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	8,174	520,000	SH		SOLE		520,000	0	0
LITTELFUSE INC	COM	537008104	4,699	25,300	SH		SOLE		25,300	0	0
LIVENT CORP	COM	53814L108	521	42,557	SH		SOLE		42,557	0	0
LIVERAMP HLDGS INC	COM	53815P108	274	5,000	SH		SOLE		5,000	0	0
LKQ CORP	COM	501889208	1,671	57,200	SH		SOLE		57,200	0	0
LULULEMON ATHLETICA INC	COM	550021109	2,979	18,000	SH		SOLE		18,000	0	0
LYDALL INC DEL	COM	550819106	376	15,600	SH		SOLE		15,600	0	0
LYFT INC	CL A COM	55087P104	7,246	105,000	SH		SOLE		105,000	0	0
MARKETAXESS HLDGS INC	COM	57060D108	592	2,400	SH		SOLE		2,400	0	0
MASTERCARD INC	CL A	57636Q104	25,220	105,500	SH		SOLE		105,500	0	0
MAXIMUS INC	COM	577933104	3,419	47,900	SH		SOLE		47,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	7,292	48,500	SH		SOLE		48,500	0	0
MEDIDATA SOLUTIONS INC	COM	58471A105	7,952	106,000	SH		SOLE		106,000	0	0
MEDIFAST INC	COM	58470H101	1,493	11,400	SH		SOLE		11,400	0	0
MERCURY SYS INC	COM	589378108	2,523	39,200	SH		SOLE		39,200	0	0
MERIT MED SYS INC	COM	589889104	1,684	27,200	SH		SOLE		27,200	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	44,843	61,400	SH		SOLE		61,400	0	0
MICRON TECHNOLOGY INC	COM	595112103	4,225	100,000	SH		SOLE		100,000	0	0
MIDDLEBY CORP	COM	596278101	4,533	34,200	SH		SOLE		34,200	0	0
MONRO INC	COM	610236101	7,837	89,900	SH		SOLE		89,900	0	0
MOVADO GROUP INC	COM	624580106	1,008	29,400	SH		SOLE		29,400	0	0
NEOGEN CORP	COM	640491106	2,239	39,066	SH		SOLE		39,066	0	0
NETFLIX INC	COM	64110l106	22,752	62,000	SH		SOLE		62,000	0	0
NEW RELIC INC	COM	64829B100	2,397	25,100	SH		SOLE		25,100	0	0
NEWMARKET CORP	COM	651587107	1,891	4,400	SH		SOLE		4,400	0	0
NIKE INC	CL B	654106103	2,727	32,000	SH		SOLE		32,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	13,404	48,900	SH		SOLE		48,900	0	0
NVIDIA CORP	COM	67066g104	14,036	77,000	SH		SOLE		77,000	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	10,005	106,000	SH		SOLE		106,000	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	20,830	53,200	SH		SOLE		53,200	0	0
OMNICELL INC	COM	68213N109	2,326	29,000	SH		SOLE		29,000	0	0
OPEN TEXT CORP	COM	683715106	6,419	166,500	SH		SOLE		166,500	0	0
PALO ALTO NETWORKS INC	COM	697435105	3,066	12,700	SH		SOLE		12,700	0	0
PAYCOM SOFTWARE INC	COM	70432V102	3,463	18,200	SH		SOLE		18,200	0	0
PAYPAL HLDGS INC	COM	70450Y103	21,004	199,000	SH		SOLE		199,000	0	0
PENN NATL GAMING INC	COM	707569109	716	35,000	SH		SOLE		35,000	0	0
PEPSICO INC	COM	713448108	2,684	22,000	SH		SOLE		22,000	0	0
PETIQ INC	COM CL A	71639T106	976	31,800	SH		SOLE		31,800	0	0
PGT INNOVATIONS INC	COM	69336V101	336	24,400	SH		SOLE		24,400	0	0
PIONEER NAT RES CO	COM	723787107	5,587	37,000	SH		SOLE		37,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,862	26,700	SH		SOLE		26,700	0	0
PLAYAGS INC	COM	72814N104	720	30,300	SH		SOLE		30,300	0	0
POOL CORPORATION	COM	73278L105	14,937	89,000	SH		SOLE		89,000	0	0
PRIMERICA INC	COM	74164M108	2,276	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	2,057	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	886	19,600	SH		SOLE		19,600	0	0
PROGRESSIVE CORP OHIO	COM	743315103	3,980	54,700	SH		SOLE		54,700	0	0
PROOFPOINT INC	COM	743424103	4,377	35,900	SH		SOLE		35,900	0	0
PROPETRO HLDG CORP	COM	74347M108	1,407	61,300	SH		SOLE		61,300	0	0
PROSPERITY BANCSHARES INC	COM	743606105	2,683	37,900	SH		SOLE		37,900	0	0
QUAKER CHEM CORP	COM	747316107	3,083	15,100	SH		SOLE		15,100	0	0
QUALYS INC	COM	74758T303	2,041	24,700	SH		SOLE		24,700	0	0
RAPID7 INC	COM	753422104	655	12,800	SH		SOLE		12,800	0	0
RBC BEARINGS INC	COM	75524B104	6,749	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	7,222	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	7,215	90,200	SH		SOLE		90,200	0	0
RINGCENTRAL INC	CL A	76680R206	2,580	23,600	SH		SOLE		23,600	0	0
RLI CORP	COM	749607107	10,895	151,700	SH		SOLE		151,700	0	0
ROLLINS INC	COM	775711104	38,868	926,300	SH		SOLE		926,300	0	0
ROPER TECHNOLOGIES INC	COM	776696106	42,308	121,600	SH		SOLE		121,600	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,630	38,600	SH		SOLE		38,600	0	0
SALESFORCE COM INC	COM	79466L302	38,200	237,000	SH		SOLE		237,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410g104	10,984	55,500	SH		SOLE		55,500	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,223	41,700	SH		SOLE		41,700	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	6,988	87,700	SH		SOLE		87,700	0	0
SELECTIVE INS GROUP INC	COM	816300107	580	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	4,000	58,300	SH		SOLE		58,300	0	0
SERVICENOW INC	COM	81762P102	24,450	99,500	SH		SOLE		99,500	0	0
SHAKE SHACK INC	CL A	819047101	652	11,200	SH		SOLE		11,200	0	0
SHUTTERFLY INC	COM	82568P304	591	14,600	SH		SOLE		14,600	0	0
SILGAN HOLDINGS INC	COM	827048109	5,154	172,600	SH		SOLE		172,600	0	0
SMITH A O CORP	COM	831865209	4,006	74,200	SH		SOLE		74,200	0	0
SNAP ON INC	COM	833034101	6,004	37,700	SH		SOLE		37,700	0	0
SOUTH JERSEY INDS INC	COM	838518108	3,859	120,400	SH		SOLE		120,400	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	562	6,000	SH		SOLE		6,000	0	0
SPLUNK INC	COM	848637104	18,138	143,000	SH		SOLE		143,000	0	0
SPS COMMERCE INC	COM	78463M107	5,205	49,300	SH		SOLE		49,300	0	0
STAMPS COM INC	COM NEW	852857200	2,363	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	7,248	98,000	SH		SOLE		98,000	0	0
STIFEL FINL CORP	COM	860630102	6,850	125,100	SH		SOLE		125,100	0	0
STITCH FIX INC	COM CL A	860897107	1,433	51,000	SH		SOLE		51,000	0	0
SYNNEX CORP	COM	87162W100	2,819	28,500	SH		SOLE		28,500	0	0
SYNOPSYS INC	COM	871607107	4,033	34,300	SH		SOLE		34,300	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	1,126	21,700	SH		SOLE		21,700	0	0
TECH DATA CORP	COM	878237106	5,046	48,000	SH		SOLE		48,000	0	0
TELADOC HEALTH INC	COM	87918A105	965	18,000	SH		SOLE		18,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	55,080	229,300	SH		SOLE		229,300	0	0
TELEFLEX INC	COM	879369106	1,118	3,700	SH		SOLE		3,700	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,616	25,900	SH		SOLE		25,900	0	0
THE TRADE DESK INC	COM CL A	88339J105	3,504	17,000	SH		SOLE		17,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	13,423	48,600	SH		SOLE		48,600	0	0
TJX COS INC NEW	COM	872540109	27,935	525,000	SH		SOLE		525,000	0	0
TOPBUILD CORP	COM	89055F103	724	11,100	SH		SOLE		11,100	0	0
TORCHMARK CORP	COM	891027104	2,011	23,900	SH		SOLE		23,900	0	0
TORO CO	COM	891092108	44,358	641,200	SH		SOLE		641,200	0	0
TOTAL SYS SVCS INC	COM	891906109	2,952	30,700	SH		SOLE		30,700	0	0
TRANSDIGM GROUP INC	COM	893641100	28,653	61,700	SH		SOLE		61,700	0	0
TREX CO INC	COM	89531P105	2,061	32,000	SH		SOLE		32,000	0	0
TRINET GROUP INC	COM	896288107	1,566	26,000	SH		SOLE		26,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	784	30,400	SH		SOLE		30,400	0	0
TURTLE BEACH CORP	COM NEW	900450206	777	64,200	SH		SOLE		64,200	0	0
TYLER TECHNOLOGIES INC	COM	902252105	12,743	61,600	SH		SOLE		61,600	0	0
U S CONCRETE INC	COM NEW	90333L201	1,257	29,100	SH		SOLE		29,100	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	6,875	64,400	SH		SOLE		64,400	0	0
ULTA BEAUTY INC	COM	90384S303	10,576	30,000	SH		SOLE		30,000	0	0
ULTIMATE SOFTWARE GROUP INC	COM	90385D107	19,104	57,900	SH		SOLE		57,900	0	0
UNION PACIFIC CORP	COM	907818108	6,119	35,800	SH		SOLE		35,800	0	0
UNITEDHEALTH GROUP INC	COM	91324p102	4,371	17,800	SH		SOLE		17,800	0	0
VAIL RESORTS INC	COM	91879Q109	12,023	55,000	SH		SOLE		55,000	0	0
VALMONT INDS INC	COM	920253101	1,838	13,800	SH		SOLE		13,800	0	0
VERISK ANALYTICS INC	COM	92345Y106	4,779	35,600	SH		SOLE		35,600	0	0
VERTEX PHARMACEUTICALS INC	COM	92532f100	13,396	72,000	SH		SOLE		72,000	0	0
VISA INC	COM CL A	92826c839	29,408	187,000	SH		SOLE		187,000	0	0
VISTEON CORP	COM NEW	92839U206	1,180	16,500	SH		SOLE		16,500	0	0
VOYA GLBL EQTY DIV & PREM OP	COM	92912T100	76	11,800	SH		SOLE		11,800	0	0
WALKER & DUNLOP INC	COM	93148P102	1,026	20,000	SH		SOLE		20,000	0	0
WASTE CONNECTIONS INC	COM	94106b101	43,801	499,725	SH		SOLE		499,725	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	2,220	27,000	SH		SOLE		27,000	0	0
WEX INC	COM	96208T104	17,314	88,300	SH		SOLE		88,300	0	0
WOODWARD INC	COM	980745103	9,800	102,000	SH		SOLE		102,000	0	0
WORKIVA INC	COM CL A	98139A105	918	18,100	SH		SOLE		18,100	0	0
WORLDPAY INC	CL A	981558109	1,141	10,000	SH		SOLE		10,000	0	0
YEXT INC	COM	98585N106	1,464	67,800	SH		SOLE		67,800	0	0
ZENDESK INC	COM	98936J101	21,256	249,100	SH		SOLE		249,100	0	0
ZOETIS INC	CL A	98978V103	4,062	40,000	SH		SOLE		40,000	0	0