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	7,176	119,100	SH		SOLE		119,100	0	0
ABM INDS INC	COM	000957100	330	9,000	SH		SOLE		9,000	0	0
ACACIA COMMUNICATIONS INC	COM	00401C108	4,462	66,200	SH		SOLE		66,200	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	55,515	245,651	SH		SOLE		245,651	0	0
ACI WORLDWIDE INC	COM	004498101	2,072	79,300	SH		SOLE		79,300	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	18,457	228,000	SH		SOLE		228,000	0	0
ADOBE SYSTEMS INCORPORATED	COM	00724F101	41,147	83,900	SH		SOLE		83,900	0	0
AEROJET ROCKETDYNE HLDGS INC	COM	007800105	1,237	31,000	SH		SOLE		31,000	0	0
ALARM COM HLDGS INC	COM	011642105	2,022	36,600	SH		SOLE		36,600	0	0
ALEXION PHARMACEUTICALS INC	COM	015351109	25,403	222,000	SH		SOLE		222,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	16,463	56,000	SH		SOLE		56,000	0	0
ALLEGHANY CORP DEL	COM	017175100	4,112	7,900	SH		SOLE		7,900	0	0
ALPHABET INC	CAP STK CL A	02079K305	22,863	15,600	SH		SOLE		15,600	0	0
AMAZON COM INC	COM	023135106	49,435	15,700	SH		SOLE		15,700	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	16,081	240,092	SH		SOLE		240,092	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	23,424	96,900	SH		SOLE		96,900	0	0
AMERICAN WOODMARK CORPORATIO	COM	030506109	660	8,400	SH		SOLE		8,400	0	0
AMETEK INC	COM	031100100	13,185	132,650	SH		SOLE		132,650	0	0
ANAPLAN INC	COM	03272L108	7,488	119,649	SH		SOLE		119,649	0	0
ANSYS INC	COM	03662Q105	78,535	240,000	SH		SOLE		240,000	0	0
AON PLC	SHS CL A	G0403H108	14,008	67,900	SH		SOLE		67,900	0	0
APPLE INC	COM	037833100	22,699	196,000	SH		SOLE		196,000	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,284	23,300	SH		SOLE		23,300	0	0
APTARGROUP INC	COM	038336103	21,870	193,200	SH		SOLE		193,200	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	20,899	714,500	SH		SOLE		714,500	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	2,134	21,900	SH		SOLE		21,900	0	0
ASGN INC	COM	00191U102	903	14,200	SH		SOLE		14,200	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	21,454	153,800	SH		SOLE		153,800	0	0
AUTOZONE INC	COM	053332102	22,964	19,500	SH		SOLE		19,500	0	0
BALCHEM CORP	COM	057665200	2,265	23,200	SH		SOLE		23,200	0	0
BALL CORP	COM	058498106	38,784	466,600	SH		SOLE		466,600	0	0
BERKLEY W R CORP	COM	084423102	23,416	382,922	SH		SOLE		382,922	0	0
BIO RAD LABS INC	CL A	090572207	7,010	13,600	SH		SOLE		13,600	0	0
BIOHAVEN PHARMACTL HLDG CO L	COM	G11196105	26,292	404,427	SH		SOLE		404,427	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	10,195	134,000	SH		SOLE		134,000	0	0
BK OF AMERICA CORP	COM	060505104	7,709	320,000	SH		SOLE		320,000	0	0
BLACKBAUD INC	COM	09227Q100	882	15,800	SH		SOLE		15,800	0	0
BLACKSTONE GROUP INC	COM CL A	09260D107	8,352	160,000	SH		SOLE		160,000	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	10,551	175,000	SH		SOLE		175,000	0	0
BROADCOM INC	COM	11135F101	14,609	40,100	SH		SOLE		40,100	0	0
BROADRIDGE FINL SOLUTIONS IN	COM	11133T103	1,531	11,600	SH		SOLE		11,600	0	0
CABOT MICROELECTRONICS CORP	COM	12709P103	451	3,160	SH		SOLE		3,160	0	0
CACI INTL INC	CL A	127190304	1,130	5,300	SH		SOLE		5,300	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	46,149	432,800	SH		SOLE		432,800	0	0
CALAVO GROWERS INC	COM	128246105	3,923	59,200	SH		SOLE		59,200	0	0
CANTEL MED CORP	COM	138098108	725	16,500	SH		SOLE		16,500	0	0
CARLISLE COS INC	COM	142339100	14,207	116,100	SH		SOLE		116,100	0	0
CASEYS GEN STORES INC	COM	147528103	2,327	13,100	SH		SOLE		13,100	0	0
CAVCO INDS INC DEL	COM	149568107	3,750	20,800	SH		SOLE		20,800	0	0
CGI INC	CL A SUB VTG	12532H104	18,352	270,800	SH		SOLE		270,800	0	0
CHARLES RIV LABS INTL INC	COM	159864107	1,359	6,000	SH		SOLE		6,000	0	0
CHEMED CORP NEW	COM	16359R103	45,825	95,400	SH		SOLE		95,400	0	0
CHURCH & DWIGHT INC	COM	171340102	45,245	482,824	SH		SOLE		482,824	0	0
CHURCHILL DOWNS INC	COM	171484108	24,310	148,395	SH		SOLE		148,395	0	0
CINTAS CORP	COM	172908105	42,728	128,377	SH		SOLE		128,377	0	0
CONMED CORP	COM	207410101	1,786	22,700	SH		SOLE		22,700	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	9,665	51,000	SH		SOLE		51,000	0	0
COOPER COS INC	COM NEW	216648402	8,327	24,700	SH		SOLE		24,700	0	0
COPART INC	COM	217204106	5,942	56,500	SH		SOLE		56,500	0	0
COSTAR GROUP INC	COM	22160N109	8,740	10,300	SH		SOLE		10,300	0	0
COSTCO WHSL CORP NEW	COM	22160K105	27,477	77,400	SH		SOLE		77,400	0	0
COUPA SOFTWARE INC	COM	22266L106	4,525	16,500	SH		SOLE		16,500	0	0
CROCS INC	COM	227046109	3,064	71,700	SH		SOLE		71,700	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	15,517	113,000	SH		SOLE		113,000	0	0
DANAHER CORPORATION	COM	235851102	67,751	314,637	SH		SOLE		314,637	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	287	18,900	SH		SOLE		18,900	0	0
DEXCOM INC	COM	252131107	15,253	37,000	SH		SOLE		37,000	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	6,928	230,000	SH		SOLE		230,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	9,058	73,000	SH		SOLE		73,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	10,712	51,100	SH		SOLE		51,100	0	0
DOMINOS PIZZA INC	COM	25754A201	12,886	30,300	SH		SOLE		30,300	0	0
DYCOM INDS INC	COM	267475101	1,315	24,900	SH		SOLE		24,900	0	0
ECOLAB INC	COM	278865100	45,204	226,200	SH		SOLE		226,200	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	10,856	136,000	SH		SOLE		136,000	0	0
EHEALTH INC	COM	28238P109	1,920	24,300	SH		SOLE		24,300	0	0
ENERSYS	COM	29275Y102	5,752	85,700	SH		SOLE		85,700	0	0
ENOVA INTL INC	COM	29357K103	569	34,700	SH		SOLE		34,700	0	0
ENPRO INDS INC	COM	29355X107	1,489	26,400	SH		SOLE		26,400	0	0
ENSIGN GROUP INC	COM	29358P101	4,068	71,300	SH		SOLE		71,300	0	0
EPAM SYS INC	COM	29414B104	11,347	35,100	SH		SOLE		35,100	0	0
EPLUS INC	COM	294268107	6,873	93,900	SH		SOLE		93,900	0	0
EQUIFAX INC	COM	294429105	13,258	84,500	SH		SOLE		84,500	0	0
EQUINIX INC	COM	29444U700	16,419	21,600	SH		SOLE		21,600	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	20,290	331,000	SH		SOLE		331,000	0	0
EVERBRIDGE INC	COM	29978A104	6,877	54,700	SH		SOLE		54,700	0	0
EXACT SCIENCES CORP	COM	30063P105	24,774	243,000	SH		SOLE		243,000	0	0
EXELIXIS INC	COM	30161Q104	33,741	1,380,000	SH		SOLE		1,380,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	5,687	86,200	SH		SOLE		86,200	0	0
EXPONENT INC	COM	30214U102	20,046	278,300	SH		SOLE		278,300	0	0
F M C CORP	COM NEW	302491303	3,453	32,600	SH		SOLE		32,600	0	0
FABRINET	SHS	G3323L100	1,261	20,000	SH		SOLE		20,000	0	0
FACEBOOK INC	CL A	30303M102	29,857	114,000	SH		SOLE		114,000	0	0
FAIR ISAAC CORP	COM	303250104	36,880	86,700	SH		SOLE		86,700	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	25,230	171,387	SH		SOLE		171,387	0	0
FIRST FINL BANKSHARES	COM	32020R109	5,763	206,496	SH		SOLE		206,496	0	0
FISERV INC	COM	337738108	45,631	442,800	SH		SOLE		442,800	0	0
FIVE9 INC	COM	338307101	10,880	83,900	SH		SOLE		83,900	0	0
FTI CONSULTING INC	COM	302941109	3,836	36,200	SH		SOLE		36,200	0	0
GARTNER INC	COM	366651107	12,295	98,400	SH		SOLE		98,400	0	0
GATX CORP	COM	361448103	733	11,500	SH		SOLE		11,500	0	0
GLOBAL PMTS INC	COM	37940X102	6,373	35,887	SH		SOLE		35,887	0	0
GLOBE LIFE INC	COM	37959E102	2,309	28,900	SH		SOLE		28,900	0	0
GODADDY INC	CL A	380237107	1,899	25,000	SH		SOLE		25,000	0	0
HEALTHCARE SVCS GROUP INC	COM	421906108	4,280	198,800	SH		SOLE		198,800	0	0
HEICO CORP NEW	COM	422806109	53,827	514,299	SH		SOLE		514,299	0	0
HELEN OF TROY LTD	COM	G4388N106	4,451	23,000	SH		SOLE		23,000	0	0
HENRY JACK & ASSOC INC	COM	426281101	39,833	244,992	SH		SOLE		244,992	0	0
HENRY SCHEIN INC	COM	806407102	858	14,600	SH		SOLE		14,600	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	376	17,900	SH		SOLE		17,900	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	4,693	55,000	SH		SOLE		55,000	0	0
HOME DEPOT INC	COM	437076102	4,166	15,000	SH		SOLE		15,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	1,137	9,000	SH		SOLE		9,000	0	0
ICU MED INC	COM	44930G107	5,282	28,900	SH		SOLE		28,900	0	0
IDEX CORP	COM	45167R104	6,330	34,700	SH		SOLE		34,700	0	0
IDEXX LABS INC	COM	45168D104	42,928	109,200	SH		SOLE		109,200	0	0
IHS MARKIT LTD	SHS	G47567105	15,628	199,054	SH		SOLE		199,054	0	0
INPHI CORP	COM	45772F107	5,298	47,200	SH		SOLE		47,200	0	0
INSPERITY INC	COM	45778Q107	1,388	21,200	SH		SOLE		21,200	0	0
INTERCEPT PHARMACEUTICALS IN	COM	45845P108	6,260	151,000	SH		SOLE		151,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	24,203	241,913	SH		SOLE		241,913	0	0
INTUIT	COM	461202103	28,775	88,210	SH		SOLE		88,210	0	0
IQVIA HLDGS INC	COM	46266C105	8,906	56,500	SH		SOLE		56,500	0	0
IRHYTHM TECHNOLOGIES INC	COM	450056106	4,834	20,300	SH		SOLE		20,300	0	0
J & J SNACK FOODS CORP	COM	466032109	19,715	151,200	SH		SOLE		151,200	0	0
J2 GLOBAL INC	COM	48123V102	2,720	39,300	SH		SOLE		39,300	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	1,599	17,400	SH		SOLE		17,400	0	0
JPMORGAN CHASE & CO	COM	46625H100	6,739	70,000	SH		SOLE		70,000	0	0
KADANT INC	COM	48282T104	1,480	13,500	SH		SOLE		13,500	0	0
KAMAN CORP	COM	483548103	1,154	29,600	SH		SOLE		29,600	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	2,983	30,200	SH		SOLE		30,200	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	3,142	18,500	SH		SOLE		18,500	0	0
LANCASTER COLONY CORP	COM	513847103	1,001	5,600	SH		SOLE		5,600	0	0
LANDSTAR SYS INC	COM	515098101	4,242	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	2,837	13,000	SH		SOLE		13,000	0	0
LCI INDS	COM	50189K103	4,039	38,000	SH		SOLE		38,000	0	0
LENDINGTREE INC NEW	COM	52603B107	5,954	19,400	SH		SOLE		19,400	0	0
LENNAR CORP	CL A	526057104	6,371	78,000	SH		SOLE		78,000	0	0
LENNOX INTL INC	COM	526107107	26,661	97,800	SH		SOLE		97,800	0	0
LHC GROUP INC	COM	50187A107	1,722	8,100	SH		SOLE		8,100	0	0
LITHIA MTRS INC	CL A	536797103	2,165	9,500	SH		SOLE		9,500	0	0
LITTELFUSE INC	COM	537008104	1,632	9,200	SH		SOLE		9,200	0	0
LIVEPERSON INC	COM	538146101	1,513	29,100	SH		SOLE		29,100	0	0
LULULEMON ATHLETICA INC	COM	550021109	6,587	20,000	SH		SOLE		20,000	0	0
LYFT INC	CL A COM	55087P104	10,607	385,000	SH		SOLE		385,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	55,426	163,900	SH		SOLE		163,900	0	0
MAXIMUS INC	COM	577933104	3,277	47,900	SH		SOLE		47,900	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	3,533	18,203	SH		SOLE		18,203	0	0
MEDIFAST INC	COM	58470H101	1,052	6,400	SH		SOLE		6,400	0	0
MEDPACE HLDGS INC	COM	58506Q109	1,553	13,900	SH		SOLE		13,900	0	0
MERCURY SYS INC	COM	589378108	3,896	50,300	SH		SOLE		50,300	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	58,331	60,400	SH		SOLE		60,400	0	0
MICRON TECHNOLOGY INC	COM	595112103	7,983	170,000	SH		SOLE		170,000	0	0
MICROSOFT CORP	COM	594918104	12,830	61,000	SH		SOLE		61,000	0	0
MIMECAST LTD	ORD SHS	G14838109	1,675	35,700	SH		SOLE		35,700	0	0
MONOLITHIC PWR SYS INC	COM	609839105	3,234	11,565	SH		SOLE		11,565	0	0
MONRO INC	COM	610236101	3,647	89,900	SH		SOLE		89,900	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	5,347	34,100	SH		SOLE		34,100	0	0
NEOGEN CORP	COM	640491106	4,481	57,266	SH		SOLE		57,266	0	0
NETFLIX INC	COM	64110L106	21,001	42,000	SH		SOLE		42,000	0	0
NEXTERA ENERGY INC	COM	65339F101	20,940	75,444	SH		SOLE		75,444	0	0
NIKE INC	CL B	654106103	4,017	32,000	SH		SOLE		32,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	30,035	95,200	SH		SOLE		95,200	0	0
NVIDIA CORPORATION	COM	67066G104	22,731	42,000	SH		SOLE		42,000	0	0
OMNICELL COM	COM	68213N109	4,196	56,200	SH		SOLE		56,200	0	0
OPEN TEXT CORP	COM	683715106	5,842	138,300	SH		SOLE		138,300	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	12,173	26,400	SH		SOLE		26,400	0	0
PAYCOM SOFTWARE INC	COM	70432V102	4,171	13,400	SH		SOLE		13,400	0	0
PAYPAL HLDGS INC	COM	70450Y103	24,235	123,000	SH		SOLE		123,000	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	17,962	181,000	SH		SOLE		181,000	0	0
PENN NATL GAMING INC	COM	707569109	2,137	29,400	SH		SOLE		29,400	0	0
PENNANT GROUP INC	COM	70805E109	706	18,300	SH		SOLE		18,300	0	0
PEPSICO INC	COM	713448108	3,049	22,000	SH		SOLE		22,000	0	0
PETIQ INC	COM CL A	71639T106	843	25,600	SH		SOLE		25,600	0	0
PIONEER NAT RES CO	COM	723787107	4,128	48,000	SH		SOLE		48,000	0	0
PLANET FITNESS INC	CL A	72703H101	1,645	26,700	SH		SOLE		26,700	0	0
POOL CORP	COM	73278L105	36,498	109,100	SH		SOLE		109,100	0	0
PRIMERICA INC	COM	74164M108	2,059	18,200	SH		SOLE		18,200	0	0
PROGRESS SOFTWARE CORP	COM	743312100	2,017	55,000	SH		SOLE		55,000	0	0
PROGRESSIVE CORP	COM	743315103	7,214	76,200	SH		SOLE		76,200	0	0
PROOFPOINT INC	COM	743424103	3,789	35,900	SH		SOLE		35,900	0	0
QUAKER CHEM CORP	COM	747316107	4,798	26,700	SH		SOLE		26,700	0	0
QUALCOMM INC	COM	747525103	14,239	121,000	SH		SOLE		121,000	0	0
QUALYS INC	COM	74758T303	2,989	30,500	SH		SOLE		30,500	0	0
RAPID7 INC	COM	753422104	3,148	51,400	SH		SOLE		51,400	0	0
RBC BEARINGS INC	COM	75524B104	6,364	52,500	SH		SOLE		52,500	0	0
RENAISSANCERE HLDGS LTD	COM	G7496G103	13,070	77,000	SH		SOLE		77,000	0	0
REPUBLIC SVCS INC	COM	760759100	25,859	277,010	SH		SOLE		277,010	0	0
REXNORD CORP	COM	76169B102	1,194	40,000	SH		SOLE		40,000	0	0
RINGCENTRAL INC	CL A	76680R206	24,385	88,800	SH		SOLE		88,800	0	0
RLI CORP	COM	749607107	14,653	175,000	SH		SOLE		175,000	0	0
ROGERS CORP	COM	775133101	912	9,300	SH		SOLE		9,300	0	0
ROLLINS INC	COM	775711104	35,329	651,950	SH		SOLE		651,950	0	0
ROPER TECHNOLOGIES INC	COM	776696106	66,260	167,700	SH		SOLE		167,700	0	0
RUSH ENTERPRISES INC	CL A	781846209	1,951	38,600	SH		SOLE		38,600	0	0
S&P GLOBAL INC	COM	78409V104	40,531	112,400	SH		SOLE		112,400	0	0
SALESFORCE COM INC	COM	79466L302	68,359	272,000	SH		SOLE		272,000	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	5,892	18,500	SH		SOLE		18,500	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	3,270	41,700	SH		SOLE		41,700	0	0
SELECTIVE INS GROUP INC	COM	816300107	469	9,100	SH		SOLE		9,100	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	393	6,800	SH		SOLE		6,800	0	0
SERVICENOW INC	COM	81762P102	52,429	108,100	SH		SOLE		108,100	0	0
SHAKE SHACK INC	CL A	819047101	722	11,200	SH		SOLE		11,200	0	0
SHOPIFY INC	CL A	82509L107	17,902	17,500	SH		SOLE		17,500	0	0
SILGAN HOLDINGS INC	COM	827048109	7,008	190,600	SH		SOLE		190,600	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	2,012	16,500	SH		SOLE		16,500	0	0
SLACK TECHNOLOGIES INC	COM CL A	83088V102	13,699	510,000	SH		SOLE		510,000	0	0
SPLUNK INC	COM	848637104	20,318	108,000	SH		SOLE		108,000	0	0
SPS COMMERCE INC	COM	78463M107	8,137	104,500	SH		SOLE		104,500	0	0
STAMPS COM INC	COM NEW	852857200	6,939	28,800	SH		SOLE		28,800	0	0
STARBUCKS CORP	COM	855244109	13,747	160,000	SH		SOLE		160,000	0	0
STIFEL FINL CORP	COM	860630102	6,325	125,100	SH		SOLE		125,100	0	0
STITCH FIX INC	COM CL A	860897107	1,574	58,000	SH		SOLE		58,000	0	0
SYNAPTICS INC	COM	87157D109	1,367	17,000	SH		SOLE		17,000	0	0
SYNNEX CORP	COM	87162W100	3,992	28,500	SH		SOLE		28,500	0	0
SYNOPSYS INC	COM	871607107	17,247	80,600	SH		SOLE		80,600	0	0
TACTILE SYS TECHNOLOGY INC	COM	87357P100	860	23,500	SH		SOLE		23,500	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	74,854	241,300	SH		SOLE		241,300	0	0
TELEFLEX INCORPORATED	COM	879369106	8,306	24,400	SH		SOLE		24,400	0	0
TEXAS ROADHOUSE INC	COM	882681109	1,204	19,800	SH		SOLE		19,800	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	60,577	137,200	SH		SOLE		137,200	0	0
TJX COS INC NEW	COM	872540109	30,663	550,994	SH		SOLE		550,994	0	0
TOPBUILD CORP	COM	89055F103	4,165	24,400	SH		SOLE		24,400	0	0
TORO CO	COM	891092108	23,120	275,400	SH		SOLE		275,400	0	0
TRANSDIGM GROUP INC	COM	893641100	47,892	100,800	SH		SOLE		100,800	0	0
TREX CO INC	COM	89531P105	4,582	64,000	SH		SOLE		64,000	0	0
TRINET GROUP INC	COM	896288107	1,542	26,000	SH		SOLE		26,000	0	0
TWILIO INC	CL A	90138F102	15,567	63,000	SH		SOLE		63,000	0	0
TWITTER INC	COM	90184L102	16,910	380,000	SH		SOLE		380,000	0	0
TYLER TECHNOLOGIES INC	COM	902252105	35,518	101,900	SH		SOLE		101,900	0	0
U S CONCRETE INC	COM	90333L201	662	22,800	SH		SOLE		22,800	0	0
U S PHYSICAL THERAPY INC	COM	90337L108	6,759	77,800	SH		SOLE		77,800	0	0
ULTA BEAUTY INC	COM	90384S303	11,871	53,000	SH		SOLE		53,000	0	0
UNIFIRST CORP MASS	COM	904708104	2,973	15,700	SH		SOLE		15,700	0	0
UNION PAC CORP	COM	907818108	41,559	211,100	SH		SOLE		211,100	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	5,550	17,800	SH		SOLE		17,800	0	0
VAIL RESORTS INC	COM	91879Q109	3,851	18,000	SH		SOLE		18,000	0	0
VERISIGN INC	COM	92343E102	6,043	29,500	SH		SOLE		29,500	0	0
VERISK ANALYTICS INC	COM	92345Y106	9,821	53,000	SH		SOLE		53,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	12,654	46,500	SH		SOLE		46,500	0	0
VISA INC	COM CL A	92826C839	17,997	90,000	SH		SOLE		90,000	0	0
VISTEON CORP	COM NEW	92839U206	1,142	16,500	SH		SOLE		16,500	0	0
WALKER & DUNLOP INC	COM	93148P102	2,062	38,900	SH		SOLE		38,900	0	0
WASTE CONNECTIONS INC	COM	94106B101	58,971	568,125	SH		SOLE		568,125	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	5,323	53,147	SH		SOLE		53,147	0	0
WEX INC	COM	96208T104	1,598	11,500	SH		SOLE		11,500	0	0
WINGSTOP INC	COM	974155103	2,979	21,800	SH		SOLE		21,800	0	0
WOODWARD INC	COM	980745103	8,176	102,000	SH		SOLE		102,000	0	0
WORKDAY INC	CL A	98138H101	13,338	62,000	SH		SOLE		62,000	0	0
WORKIVA INC	COM CL A	98139A105	4,260	76,400	SH		SOLE		76,400	0	0
ZENDESK INC	COM	98936J101	14,923	145,000	SH		SOLE		145,000	0	0
ZOETIS INC	CL A	98978V103	4,465	27,000	SH		SOLE		27,000	0	0