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
FORESCOUT TECHNOLOGIES INC	COM	34553D101	842	39,700	SH		SOLE		39,700	0	0
J & J SNACK FOODS CORP	COM	466032109	19,222	151,200	SH		SOLE		151,200	0	0
BALL CORP	COM	058498106	32,424	466,605	SH		SOLE		466,605	0	0
ABM INDS INC	COM	000957100	327	9,000	SH		SOLE		9,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	2,455	13,010	SH		SOLE		13,010	0	0
DISNEY WALT CO	COM DISNEY	254687106	7,806	70,006	SH		SOLE		70,006	0	0
DOMINOS PIZZA INC	COM	25754A201	11,194	30,300	SH		SOLE		30,300	0	0
HENRY SCHEIN INC	COM	806407102	1,203	20,600	SH		SOLE		20,600	0	0
FTI CONSULTING INC	COM	302941109	4,147	36,201	SH		SOLE		36,201	0	0
SERVICENOW INC	COM	81762P102	45,812	113,100	SH		SOLE		113,100	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	7,234	151,000	SH		SOLE		151,000	0	0
BROADCOM INC	COM	11135F101	12,027	38,106	SH		SOLE		38,106	0	0
LCI INDS	COM	50189K103	4,369	38,000	SH		SOLE		38,000	0	0
GODADDY INC	CL A	380237107	3,593	49,000	SH		SOLE		49,000	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	11,175	190,044	SH		SOLE		190,044	0	0
KADANT INC	COM	48282T104	1,345	13,500	SH		SOLE		13,500	0	0
HOME DEPOT INC	COM	437076102	3,762	15,016	SH		SOLE		15,016	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	9,866	107,709	SH		SOLE		107,709	0	0
ROLLINS INC	COM	775711104	27,637	651,969	SH		SOLE		651,969	0	0
ASGN INC	COM	00191U102	947	14,200	SH		SOLE		14,200	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	7,109	170,000	SH		SOLE		170,000	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	55,344	68,703	SH		SOLE		68,703	0	0
WORKDAY INC	CL A	98138H101	11,804	63,000	SH		SOLE		63,000	0	0
COSTAR GROUP INC	COM	22160N109	7,325	10,307	SH		SOLE		10,307	0	0
MICRON TECHNOLOGY INC	COM	595112103	7,986	155,000	SH		SOLE		155,000	0	0
LENNOX INTL INC	COM	526107107	22,788	97,808	SH		SOLE		97,808	0	0
NEXTERA ENERGY INC	COM	65339F101	15,001	62,459	SH		SOLE		62,459	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	4,305	53,147	SH		SOLE		53,147	0	0
SPLUNK INC	COM	848637104	21,857	110,000	SH		SOLE		110,000	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	49,726	137,236	SH		SOLE		137,236	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	5,252	17,806	SH		SOLE		17,806	0	0
ICU MED INC	COM	44930G107	5,327	28,900	SH		SOLE		28,900	0	0
TWITTER INC	COM	90184L102	9,831	330,000	SH		SOLE		330,000	0	0
CALAVO GROWERS INC	COM	128246105	3,724	59,200	SH		SOLE		59,200	0	0
LANCASTER COLONY CORP	COM	513847103	868	5,600	SH		SOLE		5,600	0	0
ADOBE INC	COM	00724F101	28,688	65,902	SH		SOLE		65,902	0	0
EQUINIX INC	COM	29444U700	8,149	11,603	SH		SOLE		11,603	0	0
DYCOM INDS INC	COM	267475101	1,018	24,900	SH		SOLE		24,900	0	0
ULTA BEAUTY INC	COM	90384S303	6,103	30,000	SH		SOLE		30,000	0	0
PENN NATL GAMING INC	COM	707569109	898	29,400	SH		SOLE		29,400	0	0
PROGRESS SOFTWARE CORP	COM	743312100	2,131	55,000	SH		SOLE		55,000	0	0
LIVEPERSON INC	COM	538146101	1,206	29,100	SH		SOLE		29,100	0	0
LYFT INC	CL A COM	55087P104	9,243	280,000	SH		SOLE		280,000	0	0
OPEN TEXT CORP	COM	683715106	5,875	138,300	SH		SOLE		138,300	0	0
STIFEL FINL CORP	COM	860630102	5,933	125,100	SH		SOLE		125,100	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	22,905	153,838	SH		SOLE		153,838	0	0
ALPHABET INC	CAP STK CL A	02079K305	22,122	15,600	SH		SOLE		15,600	0	0
BLACKBAUD INC	COM	09227Q100	902	15,800	SH		SOLE		15,800	0	0
PENNANT GROUP INC	COM	70805E109	414	18,300	SH		SOLE		18,300	0	0
WORKIVA INC	COM CL A	98139A105	4,087	76,400	SH		SOLE		76,400	0	0
AMETEK INC	COM	031100100	13,642	152,650	SH		SOLE		152,650	0	0
ACI WORLDWIDE INC	COM	004498101	2,140	79,300	SH		SOLE		79,300	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	20,470	714,500	SH		SOLE		714,500	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	3,044	30,200	SH		SOLE		30,200	0	0
COSTCO WHSL CORP NEW	COM	22160K105	23,479	77,435	SH		SOLE		77,435	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	17,306	228,013	SH		SOLE		228,013	0	0
NORTHROP GRUMMAN CORP	COM	666807102	29,275	95,223	SH		SOLE		95,223	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	15,714	140,000	SH		SOLE		140,000	0	0
UNION PAC CORP	COM	907818108	35,353	209,101	SH		SOLE		209,101	0	0
LENNAR CORP	CL A	526057104	4,809	78,045	SH		SOLE		78,045	0	0
BALCHEM CORP	COM	057665200	2,208	23,281	SH		SOLE		23,281	0	0
ALLEGHANY CORP DEL	COM	017175100	3,864	7,900	SH		SOLE		7,900	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	8,492	28,504	SH		SOLE		28,504	0	0
TRANSDIGM GROUP INC	COM	893641100	44,559	100,800	SH		SOLE		100,800	0	0
APTARGROUP INC	COM	038336103	21,636	193,210	SH		SOLE		193,210	0	0
COOPER COS INC	COM NEW	216648402	7,006	24,700	SH		SOLE		24,700	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	11,501	410,000	SH		SOLE		410,000	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,600	38,600	SH		SOLE		38,600	0	0
STAMPS COM INC	COM NEW	852857200	5,290	28,800	SH		SOLE		28,800	0	0
SALESFORCE COM INC	COM	79466L302	51,143	273,008	SH		SOLE		273,008	0	0
CHURCH & DWIGHT INC	COM	171340102	37,322	482,824	SH		SOLE		482,824	0	0
ENPRO INDS INC	COM	29355X107	1,415	28,700	SH		SOLE		28,700	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	1,694	21,900	SH		SOLE		21,900	0	0
CASEYS GEN STORES INC	COM	147528103	1,959	13,100	SH		SOLE		13,100	0	0
BK OF AMERICA CORP	COM	060505104	13,063	550,000	SH		SOLE		550,000	0	0
SHAKE SHACK INC	CL A	819047101	593	11,200	SH		SOLE		11,200	0	0
PAYPAL HLDGS INC	COM	70450Y103	21,433	123,014	SH		SOLE		123,014	0	0
TORO CO	COM	891092108	29,150	439,400	SH		SOLE		439,400	0	0
ANSYS INC	COM	03662Q105	69,939	239,740	SH		SOLE		239,740	0	0
S&P GLOBAL INC	COM	78409V104	33,277	101,000	SH		SOLE		101,000	0	0
SILGAN HOLDINGS INC	COM	827048109	6,174	190,616	SH		SOLE		190,616	0	0
LITHIA MTRS INC	CL A	536797103	1,438	9,500	SH		SOLE		9,500	0	0
RAPID7 INC	COM	753422104	2,112	41,400	SH		SOLE		41,400	0	0
TRINET GROUP INC	COM	896288107	1,584	26,000	SH		SOLE		26,000	0	0
HEICO CORP NEW	COM	422806109	51,250	514,299	SH		SOLE		514,299	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	6,303	77,800	SH		SOLE		77,800	0	0
FAIR ISAAC CORP	COM	303250104	36,453	87,200	SH		SOLE		87,200	0	0
IQVIA HLDGS INC	COM	46266C105	7,023	49,500	SH		SOLE		49,500	0	0
PRIMERICA INC	COM	74164M108	2,122	18,200	SH		SOLE		18,200	0	0
OMNICELL INC	COM	68213N109	3,969	56,200	SH		SOLE		56,200	0	0
RBC BEARINGS INC	COM	75524B104	7,037	52,500	SH		SOLE		52,500	0	0
EVERBRIDGE INC	COM	29978A104	7,568	54,700	SH		SOLE		54,700	0	0
CINTAS CORP	COM	172908105	34,194	128,377	SH		SOLE		128,377	0	0
UNIFIRST CORP MASS	COM	904708104	2,810	15,700	SH		SOLE		15,700	0	0
AON PLC	SHS CL A	G0403H108	11,347	58,914	SH		SOLE		58,914	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	4,848	66,000	SH		SOLE		66,000	0	0
REPUBLIC SVCS INC	COM	760759100	22,312	271,927	SH		SOLE		271,927	0	0
NVIDIA CORPORATION	COM	67066G104	16,909	44,508	SH		SOLE		44,508	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	635	8,400	SH		SOLE		8,400	0	0
PLANET FITNESS INC	CL A	72703H101	1,617	26,700	SH		SOLE		26,700	0	0
BERKLEY W R CORP	COM	084423102	19,968	348,547	SH		SOLE		348,547	0	0
PIONEER NAT RES CO	COM	723787107	4,690	48,000	SH		SOLE		48,000	0	0
ANAPLAN INC	COM	03272L108	4,223	93,200	SH		SOLE		93,200	0	0
FACEBOOK INC	CL A	30303M102	25,897	114,047	SH		SOLE		114,047	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	19,488	158,000	SH		SOLE		158,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	5,465	86,200	SH		SOLE		86,200	0	0
GARTNER INC	COM	366651107	11,939	98,400	SH		SOLE		98,400	0	0
GLOBE LIFE INC	COM	37959E102	2,145	28,900	SH		SOLE		28,900	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	46,397	156,906	SH		SOLE		156,906	0	0
BIO RAD LABS INC	CL A	090572207	6,143	13,606	SH		SOLE		13,606	0	0
LANDSTAR SYS INC	COM	515098101	3,796	33,800	SH		SOLE		33,800	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	21,640	161,387	SH		SOLE		161,387	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	1,464	11,600	SH		SOLE		11,600	0	0
CANTEL MED CORP	COM	138098108	730	16,500	SH		SOLE		16,500	0	0
WOODWARD INC	COM	980745103	7,910	102,000	SH		SOLE		102,000	0	0
TYLER TECHNOLOGIES INC	COM	902252105	35,289	101,732	SH		SOLE		101,732	0	0
WALKER & DUNLOP INC	COM	93148P102	1,977	38,900	SH		SOLE		38,900	0	0
EQUIFAX INC	COM	294429105	14,524	84,500	SH		SOLE		84,500	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	4,337	23,000	SH		SOLE		23,000	0	0
FABRINET	SHS	G3323L100	1,248	20,000	SH		SOLE		20,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	3,267	18,208	SH		SOLE		18,208	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	350	17,900	SH		SOLE		17,900	0	0
ENSIGN GROUP INC	COM	29358P101	2,984	71,300	SH		SOLE		71,300	0	0
TELEFLEX INCORPORATED	COM	879369106	8,809	24,201	SH		SOLE		24,201	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,043	19,834	SH		SOLE		19,834	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	4,779	34,107	SH		SOLE		34,107	0	0
POOL CORPORATION	COM	73278L105	32,136	118,205	SH		SOLE		118,205	0	0
CHEMED CORP NEW	COM	16359R103	43,033	95,402	SH		SOLE		95,402	0	0
EXPONENT INC	COM	30214U102	22,523	278,300	SH		SOLE		278,300	0	0
SYNOPSYS INC	COM	871607107	15,719	80,608	SH		SOLE		80,608	0	0
NETFLIX INC	COM	64110L106	19,119	42,015	SH		SOLE		42,015	0	0
PEPSICO INC	COM	713448108	2,915	22,041	SH		SOLE		22,041	0	0
LITTELFUSE INC	COM	537008104	1,570	9,200	SH		SOLE		9,200	0	0
ENOVA INTL INC	COM	29357K103	516	34,700	SH		SOLE		34,700	0	0
PROGRESSIVE CORP OHIO	COM	743315103	6,110	76,271	SH		SOLE		76,271	0	0
NEOGEN CORP	COM	640491106	4,056	52,266	SH		SOLE		52,266	0	0
AMAZON COM INC	COM	023135106	43,338	15,709	SH		SOLE		15,709	0	0
VERISK ANALYTICS INC	COM	92345Y106	6,128	36,005	SH		SOLE		36,005	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	12,295	57,000	SH		SOLE		57,000	0	0
LENDINGTREE INC NEW	COM	52603B107	5,617	19,400	SH		SOLE		19,400	0	0
EPLUS INC	COM	294268107	6,637	93,900	SH		SOLE		93,900	0	0
TWILIO INC	CL A	90138F102	13,823	63,000	SH		SOLE		63,000	0	0
KAMAN CORP	COM	483548103	1,231	29,600	SH		SOLE		29,600	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	3,664	26,400	SH		SOLE		26,400	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	15,237	240,111	SH		SOLE		240,111	0	0
MEDPACE HLDGS INC	COM	58506Q109	1,293	13,900	SH		SOLE		13,900	0	0
GATX CORP	COM	361448103	701	11,500	SH		SOLE		11,500	0	0
PROOFPOINT INC	COM	743424103	3,989	35,900	SH		SOLE		35,900	0	0
MERCURY SYS INC	COM	589378108	3,957	50,300	SH		SOLE		50,300	0	0
REXNORD CORP	COM	76169B102	1,166	40,000	SH		SOLE		40,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	53,288	568,160	SH		SOLE		568,160	0	0
ZENDESK INC	COM	98936J101	13,545	153,000	SH		SOLE		153,000	0	0
VISA INC	COM CL A	92826C839	16,420	85,004	SH		SOLE		85,004	0	0
INSPERITY INC	COM	45778Q107	1,372	21,200	SH		SOLE		21,200	0	0
JPMORGAN CHASE & CO	COM	46625H100	4,985	53,000	SH		SOLE		53,000	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	28,586	391,000	SH		SOLE		391,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	3,139	18,500	SH		SOLE		18,500	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	4,450	66,230	SH		SOLE		66,230	0	0
SLACK TECHNOLOGIES INC	COM CL A	83088V102	12,436	400,000	SH		SOLE		400,000	0	0
DANAHER CORPORATION	COM	235851102	58,290	329,637	SH		SOLE		329,637	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,497	17,400	SH		SOLE		17,400	0	0
MAXIMUS INC	COM	577933104	3,375	47,900	SH		SOLE		47,900	0	0
DENTSPLY SIRONA INC	COM	24906P109	471	10,700	SH		SOLE		10,700	0	0
NIKE INC	CL B	654106103	3,139	32,010	SH		SOLE		32,010	0	0
MIMECAST LTD	ORD SHS	G14838109	1,487	35,700	SH		SOLE		35,700	0	0
ALARM COM HLDGS INC	COM	011642105	2,372	36,600	SH		SOLE		36,600	0	0
TJX COS INC NEW	COM	872540109	31,802	628,994	SH		SOLE		628,994	0	0
SPS COMMERCE INC	COM	78463M107	7,850	104,500	SH		SOLE		104,500	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	54,038	251,667	SH		SOLE		251,667	0	0
EPAM SYS INC	COM	29414B104	8,846	35,100	SH		SOLE		35,100	0	0
VAIL RESORTS INC	COM	91879Q109	3,279	18,000	SH		SOLE		18,000	0	0
GLOBAL PMTS INC	COM	37940X102	6,087	35,887	SH		SOLE		35,887	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	974	23,500	SH		SOLE		23,500	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	25,312	97,905	SH		SOLE		97,905	0	0
PROASSURANCE CORP	COM	74267C106	848	58,600	SH		SOLE		58,600	0	0
MICROSOFT CORP	COM	594918104	12,436	61,109	SH		SOLE		61,109	0	0
FISERV INC	COM	337738108	42,934	439,809	SH		SOLE		439,809	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	16,245	260,000	SH		SOLE		260,000	0	0
F M C CORP	COM NEW	302491303	3,250	32,620	SH		SOLE		32,620	0	0
J2 GLOBAL INC	COM	48123V102	2,486	39,322	SH		SOLE		39,322	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	1,690	32,400	SH		SOLE		32,400	0	0
CONMED CORP	COM	207410101	1,634	22,700	SH		SOLE		22,700	0	0
WINGSTOP INC	COM	974155103	3,030	21,800	SH		SOLE		21,800	0	0
PETIQ INC	COM CL A	71639T106	683	19,600	SH		SOLE		19,600	0	0
CARLISLE COS INC	COM	142339100	13,894	116,100	SH		SOLE		116,100	0	0
EHEALTH INC	COM	28238P109	2,093	21,300	SH		SOLE		21,300	0	0
WEX INC	COM	96208T104	1,898	11,500	SH		SOLE		11,500	0	0
GRUBHUB INC	COM	400110102	13,709	195,000	SH		SOLE		195,000	0	0
VISTEON CORP	COM NEW	92839U206	1,130	16,500	SH		SOLE		16,500	0	0
CROCS INC	COM	227046109	2,640	71,700	SH		SOLE		71,700	0	0
RLI CORP	COM	749607107	14,368	175,000	SH		SOLE		175,000	0	0
ROGERS CORP	COM	775133101	1,159	9,300	SH		SOLE		9,300	0	0
INTUIT	COM	461202103	18,100	61,110	SH		SOLE		61,110	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	13,339	133,000	SH		SOLE		133,000	0	0
QUAKER CHEM CORP	COM	747316107	4,959	26,712	SH		SOLE		26,712	0	0
AZZ INC	COM	002474104	2,385	69,500	SH		SOLE		69,500	0	0
CAVCO INDS INC DEL	COM	149568107	4,011	20,800	SH		SOLE		20,800	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	3,239	41,700	SH		SOLE		41,700	0	0
ZOETIS INC	CL A	98978V103	3,979	29,033	SH		SOLE		29,033	0	0
EXACT SCIENCES CORP	COM	30063P105	16,866	194,000	SH		SOLE		194,000	0	0
COPART INC	COM	217204106	4,706	56,511	SH		SOLE		56,511	0	0
DEXCOM INC	COM	252131107	15,203	37,500	SH		SOLE		37,500	0	0
TECH DATA CORP	COM	878237106	3,190	22,000	SH		SOLE		22,000	0	0
MEDIFAST INC	COM	58470H101	890	6,416	SH		SOLE		6,416	0	0
EXELIXIS INC	COM	30161Q104	28,251	1,190,000	SH		SOLE		1,190,000	0	0
IHS MARKIT LTD	SHS	G47567105	15,036	199,155	SH		SOLE		199,155	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	13,505	46,520	SH		SOLE		46,520	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	441	3,160	SH		SOLE		3,160	0	0
RENAISSANCERE HOLDINGS LTD	COM	G7496G103	13,169	77,000	SH		SOLE		77,000	0	0
CHURCHILL DOWNS INC	COM	171484108	19,759	148,395	SH		SOLE		148,395	0	0
HEALTHCARE SVCS GROUP INC	COM	421906108	4,863	198,800	SH		SOLE		198,800	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	252	18,900	SH		SOLE		18,900	0	0
LULULEMON ATHLETICA INC	COM	550021109	6,240	20,000	SH		SOLE		20,000	0	0
IDEX CORP	COM	45167R104	5,486	34,715	SH		SOLE		34,715	0	0
HENRY JACK & ASSOC INC	COM	426281101	42,274	229,714	SH		SOLE		229,714	0	0
AAON INC	COM PAR $0.004	000360206	6,466	119,100	SH		SOLE		119,100	0	0
EL PASO ELEC CO	COM NEW	283677854	2,988	44,600	SH		SOLE		44,600	0	0
CACI INTL INC	CL A	127190304	1,149	5,300	SH		SOLE		5,300	0	0
MONRO INC	COM	610236101	4,939	89,900	SH		SOLE		89,900	0	0
RINGCENTRAL INC	CL A	76680R206	13,053	45,800	SH		SOLE		45,800	0	0
LHC GROUP INC	COM	50187A107	1,412	8,100	SH		SOLE		8,100	0	0
QUALCOMM INC	COM	747525103	10,763	118,000	SH		SOLE		118,000	0	0
APPLE INC	COM	037833100	17,898	49,061	SH		SOLE		49,061	0	0
SYNNEX CORP	COM	87162W100	3,413	28,500	SH		SOLE		28,500	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	74,846	240,700	SH		SOLE		240,700	0	0
BLACKSTONE GROUP INC	COM CL A	09260D107	8,499	150,000	SH		SOLE		150,000	0	0
ENERSYS	COM	29275Y102	5,517	85,700	SH		SOLE		85,700	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	2,353	20,300	SH		SOLE		20,300	0	0
TREX CO INC	COM	89531P105	4,162	32,000	SH		SOLE		32,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	1,046	6,000	SH		SOLE		6,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	9,735	51,100	SH		SOLE		51,100	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	1,881	16,500	SH		SOLE		16,500	0	0
FIVE9 INC	COM	338307101	9,285	83,900	SH		SOLE		83,900	0	0
INPHI CORP	COM	45772F107	5,548	47,217	SH		SOLE		47,217	0	0
HUNT J B TRANS SVCS INC	COM	445658107	1,083	9,000	SH		SOLE		9,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	9,097	52,000	SH		SOLE		52,000	0	0
QUALYS INC	COM	74758T303	3,173	30,500	SH		SOLE		30,500	0	0
STITCH FIX INC	COM CL A	860897107	1,447	58,000	SH		SOLE		58,000	0	0
SELECTIVE INS GROUP INC	COM	816300107	480	9,100	SH		SOLE		9,100	0	0
COUPA SOFTWARE INC	COM	22266L106	4,571	16,500	SH		SOLE		16,500	0	0
CGI INC	CL A SUB VTG	12532H104	11,372	180,500	SH		SOLE		180,500	0	0
STARBUCKS CORP	COM	855244109	9,935	135,005	SH		SOLE		135,005	0	0
SHOPIFY INC	CL A	82509L107	16,611	17,500	SH		SOLE		17,500	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	41,418	431,622	SH		SOLE		431,622	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	21,252	50,400	SH		SOLE		50,400	0	0
TOPBUILD CORP	COM	89055F103	2,776	24,400	SH		SOLE		24,400	0	0
AUTOZONE INC	COM	053332102	21,998	19,500	SH		SOLE		19,500	0	0
PAYCOM SOFTWARE INC	COM	70432V102	4,150	13,400	SH		SOLE		13,400	0	0
ROPER TECHNOLOGIES INC	COM	776696106	65,113	167,704	SH		SOLE		167,704	0	0
ECOLAB INC	COM	278865100	45,002	226,200	SH		SOLE		226,200	0	0
FIRST FINL BANKSHARES	COM	32020R109	5,966	206,496	SH		SOLE		206,496	0	0
U S CONCRETE INC	COM NEW	90333L201	565	22,800	SH		SOLE		22,800	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,454	23,300	SH		SOLE		23,300	0	0
IDEXX LABS INC	COM	45168D104	36,053	109,200	SH		SOLE		109,200	0	0