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	5,755	119,100	SH		SOLE		119,100	0	0
ABM INDS INC	COM	000957100	438	18,000	SH		SOLE		18,000	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	4,450	66,246	SH		SOLE		66,246	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	41,090	251,687	SH		SOLE		251,687	0	0
ACI WORLDWIDE INC	COM	004498101	1,915	79,300	SH		SOLE		79,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	17,249	290,000	SH		SOLE		290,000	0	0
ADOBE INC	COM	00724F101	21,131	66,400	SH		SOLE		66,400	0	0
ALARM COM HLDGS INC	COM	011642105	1,424	36,600	SH		SOLE		36,600	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	15,893	177,000	SH		SOLE		177,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	13,030	67,000	SH		SOLE		67,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,364	7,900	SH		SOLE		7,900	0	0
ALPHABET INC	CAP STK CL A	02079K305	19,753	17,000	SH		SOLE		17,000	0	0
AMAZON COM INC	COM	023135106	32,170	16,500	SH		SOLE		16,500	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	16,828	240,123	SH		SOLE		240,123	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	23,066	105,927	SH		SOLE		105,927	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	383	8,400	SH		SOLE		8,400	0	0
AMETEK INC	COM	031100100	17,961	249,384	SH		SOLE		249,384	0	0
AMPHENOL CORP NEW	CL A	032095101	7,499	102,891	SH		SOLE		102,891	0	0
ANAPLAN INC	COM	03272L108	2,820	93,200	SH		SOLE		93,200	0	0
ANSYS INC	COM	03662Q105	58,063	249,764	SH		SOLE		249,764	0	0
AON PLC	SHS CL A	G0408V102	9,729	58,951	SH		SOLE		58,951	0	0
APPLE INC	COM	037833100	13,239	52,061	SH		SOLE		52,061	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,065	23,300	SH		SOLE		23,300	0	0
APTARGROUP INC	COM	038336103	19,231	193,200	SH		SOLE		193,200	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	20,337	714,588	SH		SOLE		714,588	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	1,210	21,900	SH		SOLE		21,900	0	0
ASGN INC	COM	00191U102	502	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	21,033	153,887	SH		SOLE		153,887	0	0
AUTOZONE INC	COM	053332102	16,497	19,500	SH		SOLE		19,500	0	0
AZZ INC	COM	002474104	1,954	69,500	SH		SOLE		69,500	0	0
BALCHEM CORP	COM	057665200	2,290	23,200	SH		SOLE		23,200	0	0
BALL CORP	COM	058498106	30,170	466,600	SH		SOLE		466,600	0	0
BERKLEY W R CORP	COM	084423102	17,872	342,569	SH		SOLE		342,569	0	0
BIO RAD LABS INC	CL A	090572207	4,770	13,608	SH		SOLE		13,608	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	12,591	370,000	SH		SOLE		370,000	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	14,450	171,000	SH		SOLE		171,000	0	0
BK OF AMERICA CORP	COM	060505104	5,946	280,074	SH		SOLE		280,074	0	0
BLACKBAUD INC	COM	09227Q100	878	15,800	SH		SOLE		15,800	0	0
BLACKSTONE GROUP INC	COM CL A	09260D107	7,519	165,000	SH		SOLE		165,000	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	3,905	70,054	SH		SOLE		70,054	0	0
BROADCOM INC	COM	11135F101	8,563	36,115	SH		SOLE		36,115	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	3,063	32,300	SH		SOLE		32,300	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	361	3,160	SH		SOLE		3,160	0	0
CACI INTL INC	CL A	127190304	1,119	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	28,505	431,626	SH		SOLE		431,626	0	0
CALAVO GROWERS INC	COM	128246105	3,415	59,200	SH		SOLE		59,200	0	0
CANTEL MEDICAL CORP	COM	138098108	592	16,500	SH		SOLE		16,500	0	0
CARLISLE COS INC	COM	142339100	14,545	116,100	SH		SOLE		116,100	0	0
CASEYS GEN STORES INC	COM	147528103	1,736	13,100	SH		SOLE		13,100	0	0
CAVCO INDS INC DEL	COM	149568107	3,015	20,800	SH		SOLE		20,800	0	0
CGI INC	CL A SUB VTG	12532H104	9,756	179,300	SH		SOLE		179,300	0	0
CHEMED CORP NEW	COM	16359R103	41,330	95,407	SH		SOLE		95,407	0	0
CHURCH & DWIGHT INC	COM	171340102	30,988	482,824	SH		SOLE		482,824	0	0
CHURCHILL DOWNS INC	COM	171484108	15,277	148,395	SH		SOLE		148,395	0	0
CINTAS CORP	COM	172908105	22,151	127,877	SH		SOLE		127,877	0	0
COHERENT INC	COM	192479103	372	3,500	SH		SOLE		3,500	0	0
CONMED CORP	COM	207410101	1,300	22,700	SH		SOLE		22,700	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	9,032	63,001	SH		SOLE		63,001	0	0
COOPER COS INC	COM NEW	216648402	6,809	24,700	SH		SOLE		24,700	0	0
COPART INC	COM	217204106	3,326	48,540	SH		SOLE		48,540	0	0
COSTAR GROUP INC	COM	22160N109	6,048	10,300	SH		SOLE		10,300	0	0
COSTCO WHSL CORP NEW	COM	22160K105	22,081	77,441	SH		SOLE		77,441	0	0
COUPA SOFTWARE INC	COM	22266L106	2,166	15,500	SH		SOLE		15,500	0	0
CROCS INC	COM	227046109	1,218	71,700	SH		SOLE		71,700	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	10,134	182,000	SH		SOLE		182,000	0	0
DANAHER CORPORATION	COM	235851102	45,625	329,637	SH		SOLE		329,637	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	247	18,900	SH		SOLE		18,900	0	0
DENTSPLY SIRONA INC	COM	24906P109	418	10,766	SH		SOLE		10,766	0	0
DEXCOM INC	COM	252131107	13,598	50,500	SH		SOLE		50,500	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	2,961	113,000	SH		SOLE		113,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	9,177	95,000	SH		SOLE		95,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	7,717	51,100	SH		SOLE		51,100	0	0
DOMINOS PIZZA INC	COM	25754A201	9,819	30,300	SH		SOLE		30,300	0	0
DYCOM INDS INC	COM	267475101	946	36,900	SH		SOLE		36,900	0	0
ECOLAB INC	COM	278865100	33,693	216,214	SH		SOLE		216,214	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	7,168	38,000	SH		SOLE		38,000	0	0
EHEALTH INC	COM	28238P109	2,999	21,300	SH		SOLE		21,300	0	0
EL PASO ELEC CO	COM NEW	283677854	3,031	44,600	SH		SOLE		44,600	0	0
ENERSYS	COM	29275Y102	4,244	85,700	SH		SOLE		85,700	0	0
ENOVA INTL INC	COM	29357K103	503	34,700	SH		SOLE		34,700	0	0
ENPRO INDS INC	COM	29355X107	1,136	28,700	SH		SOLE		28,700	0	0
ENSIGN GROUP INC	COM	29358P101	2,682	71,300	SH		SOLE		71,300	0	0
EPAM SYS INC	COM	29414B104	6,517	35,100	SH		SOLE		35,100	0	0
EPLUS INC	COM	294268107	5,880	93,900	SH		SOLE		93,900	0	0
EQUIFAX INC	COM	294429105	10,094	84,500	SH		SOLE		84,500	0	0
EQUINIX INC	COM	29444U700	7,245	11,600	SH		SOLE		11,600	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	14,542	253,000	SH		SOLE		253,000	0	0
EVERBRIDGE INC	COM	29978A104	5,818	54,700	SH		SOLE		54,700	0	0
EXACT SCIENCES CORP	COM	30063P105	13,717	236,501	SH		SOLE		236,501	0	0
EXELIXIS INC	COM	30161Q104	20,147	1,170,000	SH		SOLE		1,170,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	4,485	86,200	SH		SOLE		86,200	0	0
EXPONENT INC	COM	30214U102	20,013	278,300	SH		SOLE		278,300	0	0
F M C CORP	COM NEW	302491303	2,663	32,600	SH		SOLE		32,600	0	0
FABRINET	SHS	G3323L100	1,091	20,000	SH		SOLE		20,000	0	0
FACEBOOK INC	CL A	30303M102	21,523	129,032	SH		SOLE		129,032	0	0
FAIR ISAAC CORP	COM	303250104	27,143	88,216	SH		SOLE		88,216	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	19,631	161,387	SH		SOLE		161,387	0	0
FIRST FINL BANKSHARES	COM	32020R109	5,542	206,496	SH		SOLE		206,496	0	0
FISERV INC	COM	337738108	41,789	439,935	SH		SOLE		439,935	0	0
FIVE9 INC	COM	338307101	6,415	83,900	SH		SOLE		83,900	0	0
FORESCOUT TECHNOLOGIES INC	COM	34553D101	1,254	39,700	SH		SOLE		39,700	0	0
FTI CONSULTING INC	COM	302941109	4,336	36,200	SH		SOLE		36,200	0	0
GARTNER INC	COM	366651107	9,798	98,400	SH		SOLE		98,400	0	0
GATX CORP	COM	361448103	719	11,500	SH		SOLE		11,500	0	0
GLOBAL PMTS INC	COM	37940X102	5,176	35,887	SH		SOLE		35,887	0	0
GLOBE LIFE INC	COM	37959E102	1,722	23,932	SH		SOLE		23,932	0	0
GODADDY INC	CL A	380237107	2,798	49,000	SH		SOLE		49,000	0	0
GRUBHUB INC	COM	400110102	6,374	156,500	SH		SOLE		156,500	0	0
HEALTHCARE SVCS GROUP INC	COM	421906108	4,753	198,800	SH		SOLE		198,800	0	0
HEICO CORP NEW	COM	422806109	38,372	514,299	SH		SOLE		514,299	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	3,313	23,000	SH		SOLE		23,000	0	0
HENRY JACK & ASSOC INC	COM	426281101	34,667	223,313	SH		SOLE		223,313	0	0
HENRY SCHEIN INC	COM	806407102	1,546	30,600	SH		SOLE		30,600	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	282	17,900	SH		SOLE		17,900	0	0
HOME DEPOT INC	COM	437076102	2,808	15,037	SH		SOLE		15,037	0	0
HUNT J B TRANS SVCS INC	COM	445658107	830	9,000	SH		SOLE		9,000	0	0
ICU MED INC	COM	44930G107	5,831	28,900	SH		SOLE		28,900	0	0
IDEX CORP	COM	45167R104	4,794	34,715	SH		SOLE		34,715	0	0
IDEXX LABS INC	COM	45168D104	38,298	158,100	SH		SOLE		158,100	0	0
IHS MARKIT LTD	SHS	G47567105	11,949	199,155	SH		SOLE		199,155	0	0
INPHI CORP	COM	45772F107	3,740	47,238	SH		SOLE		47,238	0	0
INSPERITY INC	COM	45778Q107	791	21,200	SH		SOLE		21,200	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	9,507	151,000	SH		SOLE		151,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	7,889	97,700	SH		SOLE		97,700	0	0
INTUIT	COM	461202103	13,685	59,500	SH		SOLE		59,500	0	0
IQVIA HLDGS INC	COM	46266C105	5,344	49,542	SH		SOLE		49,542	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	1,651	20,300	SH		SOLE		20,300	0	0
J & J SNACK FOODS CORP	COM	466032109	18,295	151,200	SH		SOLE		151,200	0	0
J2 GLOBAL INC	COM	48123V102	2,942	39,300	SH		SOLE		39,300	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,292	17,400	SH		SOLE		17,400	0	0
JPMORGAN CHASE & CO	COM	46625H100	4,054	45,024	SH		SOLE		45,024	0	0
KADANT INC	COM	48282T104	1,008	13,500	SH		SOLE		13,500	0	0
KAMAN CORP	COM	483548103	1,139	29,600	SH		SOLE		29,600	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	2,527	30,200	SH		SOLE		30,200	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	3,332	18,500	SH		SOLE		18,500	0	0
LANCASTER COLONY CORP	COM	513847103	810	5,600	SH		SOLE		5,600	0	0
LANDSTAR SYS INC	COM	515098101	3,240	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	5,267	33,053	SH		SOLE		33,053	0	0
LCI INDS	COM	50189K103	2,540	38,000	SH		SOLE		38,000	0	0
LENDINGTREE INC NEW	COM	52603B107	3,558	19,400	SH		SOLE		19,400	0	0
LENNAR CORP	CL A	526057104	3,631	95,045	SH		SOLE		95,045	0	0
LENNOX INTL INC	COM	526107107	17,779	97,800	SH		SOLE		97,800	0	0
LHC GROUP INC	COM	50187A107	1,136	8,100	SH		SOLE		8,100	0	0
LITHIA MTRS INC	CL A	536797103	777	9,500	SH		SOLE		9,500	0	0
LITTELFUSE INC	COM	537008104	1,227	9,200	SH		SOLE		9,200	0	0
LIVEPERSON INC	COM	538146101	662	29,100	SH		SOLE		29,100	0	0
LULULEMON ATHLETICA INC	COM	550021109	3,791	20,000	SH		SOLE		20,000	0	0
LYFT INC	CL A COM	55087P104	8,189	305,000	SH		SOLE		305,000	0	0
MASTERCARD INC	CL A	57636Q104	37,179	153,911	SH		SOLE		153,911	0	0
MAXIMUS INC	COM	577933104	2,788	47,900	SH		SOLE		47,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	2,575	18,234	SH		SOLE		18,234	0	0
MEDIFAST INC	COM	58470H101	400	6,400	SH		SOLE		6,400	0	0
MEDPACE HLDGS INC	COM	58506Q109	1,020	13,900	SH		SOLE		13,900	0	0
MERCURY SYS INC	COM	589378108	3,588	50,300	SH		SOLE		50,300	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	47,438	68,700	SH		SOLE		68,700	0	0
MICRON TECHNOLOGY INC	COM	595112103	3,575	85,000	SH		SOLE		85,000	0	0
MICROSOFT CORP	COM	594918104	9,640	61,127	SH		SOLE		61,127	0	0
MIMECAST LTD	ORD SHS	G14838109	1,260	35,700	SH		SOLE		35,700	0	0
MONRO INC	COM	610236101	3,939	89,900	SH		SOLE		89,900	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	4,547	34,206	SH		SOLE		34,206	0	0
NEOGEN CORP	COM	640491106	3,501	52,266	SH		SOLE		52,266	0	0
NETFLIX INC	COM	64110L106	16,898	45,002	SH		SOLE		45,002	0	0
NEXTERA ENERGY INC	COM	65339F101	8,187	34,026	SH		SOLE		34,026	0	0
NIKE INC	CL B	654106103	2,653	32,069	SH		SOLE		32,069	0	0
NORTHROP GRUMMAN CORP	COM	666807102	28,803	95,200	SH		SOLE		95,200	0	0
NVIDIA CORP	COM	67066G104	13,182	50,009	SH		SOLE		50,009	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	17,521	58,200	SH		SOLE		58,200	0	0
OMNICELL INC	COM	68213N109	3,686	56,200	SH		SOLE		56,200	0	0
OPEN TEXT CORP	COM	683715106	4,829	138,300	SH		SOLE		138,300	0	0
PAYCOM SOFTWARE INC	COM	70432V102	2,707	13,400	SH		SOLE		13,400	0	0
PAYPAL HLDGS INC	COM	70450Y103	14,457	151,000	SH		SOLE		151,000	0	0
PENN NATL GAMING INC	COM	707569109	372	29,400	SH		SOLE		29,400	0	0
PENNANT GROUP INC	COM	70805E109	259	18,300	SH		SOLE		18,300	0	0
PEPSICO INC	COM	713448108	2,645	22,026	SH		SOLE		22,026	0	0
PETIQ INC	COM CL A	71639T106	455	19,600	SH		SOLE		19,600	0	0
PIONEER NAT RES CO	COM	723787107	1,964	28,000	SH		SOLE		28,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,300	26,700	SH		SOLE		26,700	0	0
POOL CORPORATION	COM	73278L105	22,278	113,218	SH		SOLE		113,218	0	0
PRIMERICA INC	COM	74164M108	1,610	18,200	SH		SOLE		18,200	0	0
PROASSURANCE CORP	COM	74267C106	1,465	58,600	SH		SOLE		58,600	0	0
PROGRESS SOFTWARE CORP	COM	743312100	1,760	55,000	SH		SOLE		55,000	0	0
PROGRESSIVE CORP OHIO	COM	743315103	5,632	76,267	SH		SOLE		76,267	0	0
PROOFPOINT INC	COM	743424103	3,683	35,900	SH		SOLE		35,900	0	0
QUAKER CHEM CORP	COM	747316107	3,372	26,700	SH		SOLE		26,700	0	0
QUALYS INC	COM	74758T303	2,653	30,500	SH		SOLE		30,500	0	0
RAPID7 INC	COM	753422104	1,794	41,400	SH		SOLE		41,400	0	0
RBC BEARINGS INC	COM	75524B104	5,921	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	11,498	77,000	SH		SOLE		77,000	0	0
REPUBLIC SVCS INC	COM	760759100	20,406	271,866	SH		SOLE		271,866	0	0
REXNORD CORP	COM	76169B102	907	40,000	SH		SOLE		40,000	0	0
RINGCENTRAL INC	CL A	76680R206	9,705	45,800	SH		SOLE		45,800	0	0
RLI CORP	COM	749607107	15,388	175,000	SH		SOLE		175,000	0	0
ROGERS CORP	COM	775133101	878	9,300	SH		SOLE		9,300	0	0
ROLLINS INC	COM	775711104	29,140	806,300	SH		SOLE		806,300	0	0
ROPER TECHNOLOGIES INC	COM	776696106	52,291	167,700	SH		SOLE		167,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,232	38,600	SH		SOLE		38,600	0	0
S&P GLOBAL INC	COM	78409V104	24,760	101,041	SH		SOLE		101,041	0	0
SALESFORCE COM INC	COM	79466L302	38,875	270,000	SH		SOLE		270,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	7,694	28,501	SH		SOLE		28,501	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	3,112	41,700	SH		SOLE		41,700	0	0
SELECTIVE INS GROUP INC	COM	816300107	452	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	1,410	32,400	SH		SOLE		32,400	0	0
SERVICENOW INC	COM	81762P102	33,845	118,100	SH		SOLE		118,100	0	0
SHAKE SHACK INC	CL A	819047101	423	11,200	SH		SOLE		11,200	0	0
SHOPIFY INC	CL A	82509L107	10,886	26,110	SH		SOLE		26,110	0	0
SILGAN HOLDINGS INC	COM	827048109	5,531	190,600	SH		SOLE		190,600	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	1,215	16,500	SH		SOLE		16,500	0	0
SLACK TECHNOLOGIES INC	COM CL A	83088V102	9,797	365,000	SH		SOLE		365,000	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	2,162	26,400	SH		SOLE		26,400	0	0
SPLUNK INC	COM	848637104	15,779	125,000	SH		SOLE		125,000	0	0
SPS COMMERCE INC	COM	78463M107	4,860	104,500	SH		SOLE		104,500	0	0
STAMPS COM INC	COM NEW	852857200	3,746	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	8,284	126,005	SH		SOLE		126,005	0	0
STIFEL FINL CORP	COM	860630102	5,164	125,100	SH		SOLE		125,100	0	0
STITCH FIX INC	COM CL A	860897107	737	58,000	SH		SOLE		58,000	0	0
SYNNEX CORP	COM	87162W100	2,083	28,500	SH		SOLE		28,500	0	0
SYNOPSYS INC	COM	871607107	10,386	80,641	SH		SOLE		80,641	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	944	23,500	SH		SOLE		23,500	0	0
TECH DATA CORP	COM	878237106	2,879	22,000	SH		SOLE		22,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	71,563	240,733	SH		SOLE		240,733	0	0
TELEFLEX INCORPORATED	COM	879369106	7,088	24,204	SH		SOLE		24,204	0	0
TEXAS ROADHOUSE INC	COM	882681109	818	19,800	SH		SOLE		19,800	0	0
THE TRADE DESK INC	COM CL A	88339J105	3,281	17,000	SH		SOLE		17,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	38,910	137,200	SH		SOLE		137,200	0	0
TJX COS INC NEW	COM	872540109	26,414	552,472	SH		SOLE		552,472	0	0
TOPBUILD CORP	COM	89055F103	1,748	24,400	SH		SOLE		24,400	0	0
TORO CO	COM	891092108	34,787	534,447	SH		SOLE		534,447	0	0
TRANSDIGM GROUP INC	COM	893641100	32,275	100,800	SH		SOLE		100,800	0	0
TREX CO INC	COM	89531P105	2,564	32,000	SH		SOLE		32,000	0	0
TRINET GROUP INC	COM	896288107	979	26,000	SH		SOLE		26,000	0	0
TWILIO INC	CL A	90138F102	7,607	85,000	SH		SOLE		85,000	0	0
TYLER TECHNOLOGIES INC	COM	902252105	30,171	101,737	SH		SOLE		101,737	0	0
U S CONCRETE INC	COM NEW	90333L201	414	22,800	SH		SOLE		22,800	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	5,368	77,800	SH		SOLE		77,800	0	0
ULTA BEAUTY INC	COM	90384S303	4,041	23,000	SH		SOLE		23,000	0	0
UNIFIRST CORP MASS	COM	904708104	2,372	15,700	SH		SOLE		15,700	0	0
UNION PAC CORP	COM	907818108	28,081	199,100	SH		SOLE		199,100	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	4,441	17,809	SH		SOLE		17,809	0	0
VAIL RESORTS INC	COM	91879Q109	2,661	18,014	SH		SOLE		18,014	0	0
VERISIGN INC	COM	92343E102	5,313	29,500	SH		SOLE		29,500	0	0
VERISK ANALYTICS INC	COM	92345Y106	5,018	36,000	SH		SOLE		36,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	12,135	51,000	SH		SOLE		51,000	0	0
VISA INC	COM CL A	92826C839	13,857	86,005	SH		SOLE		86,005	0	0
VISTEON CORP	COM NEW	92839U206	792	16,500	SH		SOLE		16,500	0	0
WALKER & DUNLOP INC	COM	93148P102	1,567	38,900	SH		SOLE		38,900	0	0
WASTE CONNECTIONS INC	COM	94106B101	44,034	568,183	SH		SOLE		568,183	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	4,499	53,147	SH		SOLE		53,147	0	0
WEX INC	COM	96208T104	2,248	21,500	SH		SOLE		21,500	0	0
WINGSTOP INC	COM	974155103	1,737	21,800	SH		SOLE		21,800	0	0
WOODWARD INC	COM	980745103	6,063	102,000	SH		SOLE		102,000	0	0
WORKIVA INC	COM CL A	98139A105	2,470	76,400	SH		SOLE		76,400	0	0
ZENDESK INC	COM	98936J101	12,802	200,000	SH		SOLE		200,000	0	0
ZOETIS INC	CL A	98978V103	6,955	59,093	SH		SOLE		59,093	0	0