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	5,845	118,300	SH		SOLE		118,300	0	0
ABM INDS INC	COM	000957100	1,244	33,000	SH		SOLE		33,000	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	4,489	66,200	SH		SOLE		66,200	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	40,493	192,300	SH		SOLE		192,300	0	0
ACI WORLDWIDE INC	COM	004498101	3,004	79,300	SH		SOLE		79,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	20,203	340,000	SH		SOLE		340,000	0	0
ADOBE INC	COM	00724F101	21,899	66,400	SH		SOLE		66,400	0	0
AIR PRODS & CHEMS INC	COM	009158106	1,645	7,000	SH		SOLE		7,000	0	0
ALARM COM HLDGS INC	COM	011642105	1,573	36,600	SH		SOLE		36,600	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	26,194	242,200	SH		SOLE		242,200	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	17,392	82,000	SH		SOLE		82,000	0	0
ALLEGHANY CORP DEL	COM	017175100	5,357	6,700	SH		SOLE		6,700	0	0
ALPHABET INC	CAP STK CL A	02079K305	21,698	16,200	SH		SOLE		16,200	0	0
AMAZON COM INC	COM	023135106	37,142	20,100	SH		SOLE		20,100	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	20,065	182,992	SH		SOLE		182,992	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	22,729	98,900	SH		SOLE		98,900	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	878	8,400	SH		SOLE		8,400	0	0
AMETEK INC NEW	COM	031100100	33,448	335,350	SH		SOLE		335,350	0	0
AMPHENOL CORP NEW	CL A	032095101	18,356	169,600	SH		SOLE		169,600	0	0
ANAPLAN INC	COM	03272L108	4,884	93,200	SH		SOLE		93,200	0	0
ANSYS INC	COM	03662Q105	64,275	249,700	SH		SOLE		249,700	0	0
AON PLC	SHS CL A	G0408V102	11,185	53,700	SH		SOLE		53,700	0	0
APPLE INC	COM	037833100	9,103	31,000	SH		SOLE		31,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,554	23,300	SH		SOLE		23,300	0	0
APTARGROUP INC	COM	038336103	22,338	193,200	SH		SOLE		193,200	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	30,645	714,500	SH		SOLE		714,500	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	2,448	21,900	SH		SOLE		21,900	0	0
ASGN INC	COM	00191U102	1,008	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	26,393	154,800	SH		SOLE		154,800	0	0
AUTOZONE INC	COM	053332102	23,231	19,500	SH		SOLE		19,500	0	0
AVANOS MED INC	COM	05350V106	590	17,500	SH		SOLE		17,500	0	0
AZZ INC	COM	002474104	3,194	69,500	SH		SOLE		69,500	0	0
B & G FOODS INC NEW	COM	05508R106	188	10,500	SH		SOLE		10,500	0	0
BALCHEM CORP	COM	057665200	2,297	22,600	SH		SOLE		22,600	0	0
BALL CORP	COM	058498106	30,175	466,600	SH		SOLE		466,600	0	0
BANK AMER CORP	COM	060505104	4,931	140,000	SH		SOLE		140,000	0	0
BERKLEY W R CORP	COM	084423102	15,844	229,292	SH		SOLE		229,292	0	0
BIO RAD LABS INC	CL A	090572207	5,032	13,600	SH		SOLE		13,600	0	0
BIOGEN INC	COM	09062X103	7,418	25,000	SH		SOLE		25,000	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	14,154	260,000	SH		SOLE		260,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	16,656	197,000	SH		SOLE		197,000	0	0
BLACKBAUD INC	COM	09227Q100	1,258	15,800	SH		SOLE		15,800	0	0
BLACKSTONE GROUP INC	COM CL A	09260D107	8,111	145,000	SH		SOLE		145,000	0	0
BOOKING HLDGS INC	COM	09857L108	4,518	2,200	SH		SOLE		2,200	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	5,456	85,000	SH		SOLE		85,000	0	0
BROADCOM INC	COM	11135F101	15,201	48,100	SH		SOLE		48,100	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	5,646	45,700	SH		SOLE		45,700	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	456	3,160	SH		SOLE		3,160	0	0
CACI INTL INC	CL A	127190304	1,325	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	25,011	360,600	SH		SOLE		360,600	0	0
CALAVO GROWERS INC	COM	128246105	5,363	59,200	SH		SOLE		59,200	0	0
CANADIAN NATL RY CO	COM	136375102	16,760	185,300	SH		SOLE		185,300	0	0
CANTEL MEDICAL CORP	COM	138098108	1,879	26,500	SH		SOLE		26,500	0	0
CARLISLE COS INC	COM	142339100	18,790	116,100	SH		SOLE		116,100	0	0
CASEYS GEN STORES INC	COM	147528103	4,690	29,500	SH		SOLE		29,500	0	0
CAVCO INDS INC DEL	COM	149568107	3,966	20,300	SH		SOLE		20,300	0	0
CGI INC	CL A SUB VTG	12532H104	11,410	136,300	SH		SOLE		136,300	0	0
CHEMED CORP NEW	COM	16359R103	38,962	88,700	SH		SOLE		88,700	0	0
CHUBB LIMITED	COM	H1467J104	6,351	40,800	SH		SOLE		40,800	0	0
CHURCH & DWIGHT INC	COM	171340102	39,334	559,200	SH		SOLE		559,200	0	0
CHURCHILL DOWNS INC	COM	171484108	16,029	116,831	SH		SOLE		116,831	0	0
CINTAS CORP	COM	172908105	18,486	68,700	SH		SOLE		68,700	0	0
COHERENT INC	COM	192479103	582	3,500	SH		SOLE		3,500	0	0
COMCAST CORP NEW	CL A	20030N101	3,058	68,000	SH		SOLE		68,000	0	0
CONMED CORP	COM	207410101	1,812	16,200	SH		SOLE		16,200	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	8,729	46,000	SH		SOLE		46,000	0	0
COOPER COS INC	COM NEW	216648402	7,936	24,700	SH		SOLE		24,700	0	0
COPART INC	COM	217204106	4,411	48,500	SH		SOLE		48,500	0	0
COSTAR GROUP INC	COM	22160N109	6,162	10,300	SH		SOLE		10,300	0	0
COSTCO WHSL CORP NEW	COM	22160K105	22,749	77,400	SH		SOLE		77,400	0	0
COUPA SOFTWARE INC	COM	22266L106	2,267	15,500	SH		SOLE		15,500	0	0
CROCS INC	COM	227046109	3,004	71,700	SH		SOLE		71,700	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	9,076	182,000	SH		SOLE		182,000	0	0
CROWN HOLDINGS INC	COM	228368106	1,632	22,500	SH		SOLE		22,500	0	0
DANAHER CORPORATION	COM	235851102	46,428	302,500	SH		SOLE		302,500	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	759	18,900	SH		SOLE		18,900	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	3,801	65,000	SH		SOLE		65,000	0	0
DENTSPLY SIRONA INC	COM	24906P109	606	10,700	SH		SOLE		10,700	0	0
DEXCOM INC	COM	252131107	13,999	64,000	SH		SOLE		64,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	10,772	116,000	SH		SOLE		116,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	6,508	45,000	SH		SOLE		45,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	7,971	51,100	SH		SOLE		51,100	0	0
DOMINOS PIZZA INC	COM	25754A201	12,779	43,500	SH		SOLE		43,500	0	0
DYCOM INDS INC	COM	267475101	1,740	36,900	SH		SOLE		36,900	0	0
ECOLAB INC	COM	278865100	34,121	176,800	SH		SOLE		176,800	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	10,498	45,000	SH		SOLE		45,000	0	0
EHEALTH INC	COM	28238P109	2,047	21,300	SH		SOLE		21,300	0	0
EL PASO ELEC CO	COM NEW	283677854	3,028	44,600	SH		SOLE		44,600	0	0
ELECTRONIC ARTS INC	COM	285512109	3,655	34,000	SH		SOLE		34,000	0	0
ENERSYS	COM	29275Y102	6,413	85,700	SH		SOLE		85,700	0	0
ENOVA INTL INC	COM	29357K103	835	34,700	SH		SOLE		34,700	0	0
ENPRO INDS INC	COM	29355X107	2,983	44,600	SH		SOLE		44,600	0	0
ENSIGN GROUP INC	COM	29358P101	1,661	36,600	SH		SOLE		36,600	0	0
EPAM SYS INC	COM	29414B104	5,325	25,100	SH		SOLE		25,100	0	0
EPLUS INC	COM	294268107	7,915	93,900	SH		SOLE		93,900	0	0
EQUIFAX INC	COM	294429105	2,872	20,500	SH		SOLE		20,500	0	0
EQUINIX INC	COM	29444U700	6,596	11,300	SH		SOLE		11,300	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	16,577	235,500	SH		SOLE		235,500	0	0
EVERBRIDGE INC	COM	29978A104	4,232	54,200	SH		SOLE		54,200	0	0
EXACT SCIENCES CORP	COM	30063P105	16,785	181,501	SH		SOLE		181,501	0	0
EXELIXIS INC	COM	30161Q104	17,708	1,005,000	SH		SOLE		1,005,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	4,709	67,800	SH		SOLE		67,800	0	0
EXPONENT INC	COM	30214U102	17,204	249,300	SH		SOLE		249,300	0	0
F M C CORP	COM NEW	302491303	3,254	32,600	SH		SOLE		32,600	0	0
FACEBOOK INC	CL A	30303M102	24,835	121,000	SH		SOLE		121,000	0	0
FAIR ISAAC CORP	COM	303250104	27,427	73,200	SH		SOLE		73,200	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	20,862	149,987	SH		SOLE		149,987	0	0
FIRST FINL BANKSHARES	COM	32020R109	7,248	206,496	SH		SOLE		206,496	0	0
FISERV INC	COM	337738108	48,195	416,800	SH		SOLE		416,800	0	0
FIVE9 INC	COM	338307101	5,502	83,900	SH		SOLE		83,900	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	1,302	39,700	SH		SOLE		39,700	0	0
FTI CONSULTING INC	COM	302941109	4,006	36,200	SH		SOLE		36,200	0	0
GARTNER INC	COM	366651107	15,163	98,400	SH		SOLE		98,400	0	0
GATX CORP	COM	361448103	953	11,500	SH		SOLE		11,500	0	0
GLOBAL PMTS INC	COM	37940X102	6,552	35,887	SH		SOLE		35,887	0	0
GLOBE LIFE INC	COM	37959E102	2,515	23,900	SH		SOLE		23,900	0	0
GODADDY INC	CL A	380237107	3,328	49,000	SH		SOLE		49,000	0	0
GRUBHUB INC	COM	400110102	10,068	207,000	SH		SOLE		207,000	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	4,835	198,800	SH		SOLE		198,800	0	0
HEICO CORP NEW	COM	422806109	58,707	514,299	SH		SOLE		514,299	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	4,135	23,000	SH		SOLE		23,000	0	0
HENRY JACK & ASSOC INC	COM	426281101	25,973	178,300	SH		SOLE		178,300	0	0
HENRY SCHEIN INC	COM	806407102	7,426	111,300	SH		SOLE		111,300	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	616	17,900	SH		SOLE		17,900	0	0
HOME DEPOT INC	COM	437076102	3,494	16,000	SH		SOLE		16,000	0	0
HORMEL FOODS CORP	COM	440452100	1,967	43,600	SH		SOLE		43,600	0	0
HUNT J B TRANS SVCS INC	COM	445658107	3,573	30,600	SH		SOLE		30,600	0	0
ICU MED INC	COM	44930G107	5,408	28,900	SH		SOLE		28,900	0	0
IDEX CORP	COM	45167R104	13,545	78,750	SH		SOLE		78,750	0	0
IDEXX LABS INC	COM	45168D104	41,285	158,100	SH		SOLE		158,100	0	0
IHS MARKIT LTD	SHS	G47567105	14,999	199,054	SH		SOLE		199,054	0	0
INGEVITY CORP	COM	45688C107	1,319	15,100	SH		SOLE		15,100	0	0
INPHI CORP	COM	45772F107	3,494	47,200	SH		SOLE		47,200	0	0
INSPERITY INC	COM	45778Q107	1,824	21,200	SH		SOLE		21,200	0	0
INSTRUCTURE INC	COM	45781U103	1,041	21,600	SH		SOLE		21,600	0	0
INSULET CORP	COM	45784P101	2,089	12,200	SH		SOLE		12,200	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	20,695	167,000	SH		SOLE		167,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	9,135	98,700	SH		SOLE		98,700	0	0
INTUIT	COM	461202103	13,935	53,200	SH		SOLE		53,200	0	0
IQVIA HLDGS INC	COM	46266C105	6,103	39,500	SH		SOLE		39,500	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	1,341	19,700	SH		SOLE		19,700	0	0
J & J SNACK FOODS CORP	COM	466032109	26,867	145,800	SH		SOLE		145,800	0	0
J2 GLOBAL INC	COM	48123V102	3,683	39,300	SH		SOLE		39,300	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,960	17,400	SH		SOLE		17,400	0	0
JPMORGAN CHASE & CO	COM	46625H100	4,600	33,000	SH		SOLE		33,000	0	0
KADANT INC	COM	48282T104	1,443	13,700	SH		SOLE		13,700	0	0
KAMAN CORP	COM	483548103	1,285	19,500	SH		SOLE		19,500	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,099	30,200	SH		SOLE		30,200	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	3,661	18,500	SH		SOLE		18,500	0	0
LANCASTER COLONY CORP	COM	513847103	897	5,600	SH		SOLE		5,600	0	0
LANDSTAR SYS INC	COM	515098101	3,849	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	8,468	41,000	SH		SOLE		41,000	0	0
LCI INDS	COM	50189K103	3,921	36,600	SH		SOLE		36,600	0	0
LENDINGTREE INC NEW	COM	52603B107	6,312	20,800	SH		SOLE		20,800	0	0
LENNAR CORP	CL A	526057104	4,296	77,000	SH		SOLE		77,000	0	0
LENNOX INTL INC	COM	526107107	23,860	97,800	SH		SOLE		97,800	0	0
LHC GROUP INC	COM	50187A107	1,116	8,100	SH		SOLE		8,100	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	948	9,800	SH		SOLE		9,800	0	0
LIONS GATE ENTMNT CORP	CL A VTG	535919401	5,442	510,500	SH		SOLE		510,500	0	0
LITHIA MTRS INC	CL A	536797103	1,397	9,500	SH		SOLE		9,500	0	0
LITTELFUSE INC	COM	537008104	1,760	9,200	SH		SOLE		9,200	0	0
LIVEPERSON INC	COM	538146101	1,077	29,100	SH		SOLE		29,100	0	0
LULULEMON ATHLETICA INC	COM	550021109	4,633	20,000	SH		SOLE		20,000	0	0
LYFT INC	CL A COM	55087P104	8,604	200,000	SH		SOLE		200,000	0	0
MARKETAXESS HLDGS INC	COM	57060D108	910	2,400	SH		SOLE		2,400	0	0
MASTERCARD INC	CL A	57636Q104	44,161	147,900	SH		SOLE		147,900	0	0
MAXIMUS INC	COM	577933104	3,563	47,900	SH		SOLE		47,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	7,383	43,500	SH		SOLE		43,500	0	0
MEDIFAST INC	COM	58470H101	1,381	12,600	SH		SOLE		12,600	0	0
MEDPACE HLDGS INC	COM	58506Q109	1,168	13,900	SH		SOLE		13,900	0	0
MERCURY SYS INC	COM	589378108	3,476	50,300	SH		SOLE		50,300	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	54,498	68,700	SH		SOLE		68,700	0	0
MICRON TECHNOLOGY INC	COM	595112103	4,302	80,000	SH		SOLE		80,000	0	0
MIMECAST LTD	ORD SHS	G14838109	377	8,700	SH		SOLE		8,700	0	0
MONRO INC	COM	610236101	7,030	89,900	SH		SOLE		89,900	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	3,078	19,100	SH		SOLE		19,100	0	0
NEOGEN CORP	COM	640491106	3,744	57,366	SH		SOLE		57,366	0	0
NETFLIX INC	COM	64110L106	18,120	56,000	SH		SOLE		56,000	0	0
NIKE INC	CL B	654106103	3,242	32,000	SH		SOLE		32,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	23,115	67,200	SH		SOLE		67,200	0	0
NVIDIA CORP	COM	67066G104	14,824	63,000	SH		SOLE		63,000	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	25,507	58,200	SH		SOLE		58,200	0	0
OMNICELL INC	COM	68213N109	3,400	41,600	SH		SOLE		41,600	0	0
OPEN TEXT CORP	COM	683715106	7,117	161,500	SH		SOLE		161,500	0	0
PALO ALTO NETWORKS INC	COM	697435105	2,937	12,700	SH		SOLE		12,700	0	0
PAYCOM SOFTWARE INC	COM	70432V102	6,487	24,500	SH		SOLE		24,500	0	0
PAYPAL HLDGS INC	COM	70450Y103	17,415	161,000	SH		SOLE		161,000	0	0
PENN NATL GAMING INC	COM	707569109	751	29,400	SH		SOLE		29,400	0	0
PENNANT GROUP INC	COM	70805E109	605	18,300	SH		SOLE		18,300	0	0
PEPSICO INC	COM	713448108	3,007	22,000	SH		SOLE		22,000	0	0
PETIQ INC	COM CL A	71639T106	839	33,500	SH		SOLE		33,500	0	0
PGT INNOVATIONS INC	COM	69336V101	796	53,400	SH		SOLE		53,400	0	0
PIONEER NAT RES CO	COM	723787107	7,417	49,000	SH		SOLE		49,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,994	26,700	SH		SOLE		26,700	0	0
PLAYAGS INC	COM	72814N104	368	30,300	SH		SOLE		30,300	0	0
POOL CORPORATION	COM	73278L105	23,808	112,100	SH		SOLE		112,100	0	0
PRIMERICA INC	COM	74164M108	2,376	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	2,118	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	2,285	55,000	SH		SOLE		55,000	0	0
PROGRESSIVE CORP OHIO	COM	743315103	5,516	76,200	SH		SOLE		76,200	0	0
PROOFPOINT INC	COM	743424103	4,121	35,900	SH		SOLE		35,900	0	0
QUAKER CHEM CORP	COM	747316107	4,360	26,500	SH		SOLE		26,500	0	0
QUALYS INC	COM	74758T303	2,543	30,500	SH		SOLE		30,500	0	0
RAPID7 INC	COM	753422104	2,319	41,400	SH		SOLE		41,400	0	0
RBC BEARINGS INC	COM	75524B104	8,313	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	9,781	49,900	SH		SOLE		49,900	0	0
REPUBLIC SVCS INC	COM	760759100	21,547	240,400	SH		SOLE		240,400	0	0
RINGCENTRAL INC	CL A	76680R206	7,725	45,800	SH		SOLE		45,800	0	0
RLI CORP	COM	749607107	15,754	175,000	SH		SOLE		175,000	0	0
ROGERS CORP	COM	775133101	1,160	9,300	SH		SOLE		9,300	0	0
ROLLINS INC	COM	775711104	30,716	926,300	SH		SOLE		926,300	0	0
ROPER TECHNOLOGIES INC	COM	776696106	47,361	133,700	SH		SOLE		133,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,795	38,600	SH		SOLE		38,600	0	0
SALESFORCE COM INC	COM	79466L302	40,009	246,000	SH		SOLE		246,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	13,303	55,200	SH		SOLE		55,200	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,629	41,700	SH		SOLE		41,700	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	5,787	54,500	SH		SOLE		54,500	0	0
SELECTIVE INS GROUP INC	COM	816300107	593	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	2,802	42,400	SH		SOLE		42,400	0	0
SERVICENOW INC	COM	81762P102	35,318	125,100	SH		SOLE		125,100	0	0
SHAKE SHACK INC	CL A	819047101	667	11,200	SH		SOLE		11,200	0	0
SILGAN HOLDINGS INC	COM	827048109	5,364	172,600	SH		SOLE		172,600	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	861	9,500	SH		SOLE		9,500	0	0
SLACK TECHNOLOGIES INC	COM CL A	83088V102	9,104	405,000	SH		SOLE		405,000	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	2,510	26,400	SH		SOLE		26,400	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,478	44,800	SH		SOLE		44,800	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	437	6,000	SH		SOLE		6,000	0	0
SPLUNK INC	COM	848637104	20,369	136,000	SH		SOLE		136,000	0	0
SPS COMMERCE INC	COM	78463M107	5,464	98,600	SH		SOLE		98,600	0	0
STAMPS COM INC	COM NEW	852857200	2,405	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	4,396	50,000	SH		SOLE		50,000	0	0
STIFEL FINL CORP	COM	860630102	7,587	125,100	SH		SOLE		125,100	0	0
STITCH FIX INC	COM CL A	860897107	1,488	58,000	SH		SOLE		58,000	0	0
SYNNEX CORP	COM	87162W100	3,671	28,500	SH		SOLE		28,500	0	0
SYNOPSYS INC	COM	871607107	9,271	66,600	SH		SOLE		66,600	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	1,586	23,500	SH		SOLE		23,500	0	0
TECH DATA CORP	COM	878237106	3,159	22,000	SH		SOLE		22,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	83,412	240,700	SH		SOLE		240,700	0	0
TELEFLEX INC	COM	879369106	4,517	12,000	SH		SOLE		12,000	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,115	19,800	SH		SOLE		19,800	0	0
THE TRADE DESK INC	COM CL A	88339J105	4,416	17,000	SH		SOLE		17,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	39,049	120,200	SH		SOLE		120,200	0	0
TJX COS INC NEW	COM	872540109	30,200	494,600	SH		SOLE		494,600	0	0
TOPBUILD CORP	COM	89055F103	2,515	24,400	SH		SOLE		24,400	0	0
TORO CO	COM	891092108	48,941	614,300	SH		SOLE		614,300	0	0
TRANSDIGM GROUP INC	COM	893641100	44,016	78,600	SH		SOLE		78,600	0	0
TREX CO INC	COM	89531P105	2,876	32,000	SH		SOLE		32,000	0	0
TRINET GROUP INC	COM	896288107	1,472	26,000	SH		SOLE		26,000	0	0
TURTLE BEACH CORP	COM NEW	900450206	607	64,200	SH		SOLE		64,200	0	0
TWILIO INC	CL A	90138F102	6,978	71,000	SH		SOLE		71,000	0	0
TYLER TECHNOLOGIES INC	COM	902252105	22,892	76,300	SH		SOLE		76,300	0	0
U S CONCRETE INC	COM NEW	90333L201	1,783	42,800	SH		SOLE		42,800	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	8,896	77,800	SH		SOLE		77,800	0	0
ULTA BEAUTY INC	COM	90384S303	6,329	25,000	SH		SOLE		25,000	0	0
UNION PACIFIC CORP	COM	907818108	29,306	162,100	SH		SOLE		162,100	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	5,233	17,800	SH		SOLE		17,800	0	0
VAIL RESORTS INC	COM	91879Q109	10,073	42,000	SH		SOLE		42,000	0	0
VALMONT INDS INC	COM	920253101	1,857	12,400	SH		SOLE		12,400	0	0
VEEVA SYS INC	CL A COM	922475108	1,041	7,400	SH		SOLE		7,400	0	0
VERISIGN INC	COM	92343E102	5,684	29,500	SH		SOLE		29,500	0	0
VERISK ANALYTICS INC	COM	92345Y106	5,376	36,000	SH		SOLE		36,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	12,699	58,000	SH		SOLE		58,000	0	0
VISA INC	COM CL A	92826C839	21,984	117,000	SH		SOLE		117,000	0	0
VISTEON CORP	COM NEW	92839U206	1,429	16,500	SH		SOLE		16,500	0	0
WALKER & DUNLOP INC	COM	93148P102	2,193	33,900	SH		SOLE		33,900	0	0
WASTE CONNECTIONS INC	COM	94106B101	50,672	558,125	SH		SOLE		558,125	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	4,250	42,600	SH		SOLE		42,600	0	0
WEX INC	COM	96208T104	5,551	26,500	SH		SOLE		26,500	0	0
WINGSTOP INC	COM	974155103	1,880	21,800	SH		SOLE		21,800	0	0
WOODWARD INC	COM	980745103	12,081	102,000	SH		SOLE		102,000	0	0
WORKIVA INC	COM CL A	98139A105	3,213	76,400	SH		SOLE		76,400	0	0
YEXT INC	COM	98585N106	258	17,900	SH		SOLE		17,900	0	0
ZENDESK INC	COM	98936J101	17,242	225,000	SH		SOLE		225,000	0	0
ZOETIS INC	CL A	98978V103	4,500	34,000	SH		SOLE		34,000	0	0