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	18,189,540	208,500	SH		SOLE		208,500	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	34,573,873	113,951	SH		SOLE		113,951	0	0
ACUITY BRANDS INC	COM	00508Y102	8,933,280	37,000	SH		SOLE		37,000	0	0
ADOBE INC	COM	00724F101	44,109,876	79,400	SH		SOLE		79,400	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	20,114,040	124,000	SH		SOLE		124,000	0	0
ALARM COM HLDGS INC	COM	011642105	2,662,326	41,900	SH		SOLE		41,900	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	5,760,000	80,000	SH		SOLE		80,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	30,783,350	169,000	SH		SOLE		169,000	0	0
AMAZON COM INC	COM	023135106	30,735,253	159,044	SH		SOLE		159,044	0	0
AMER STATES WTR CO	COM	029899101	4,346,943	59,900	SH		SOLE		59,900	0	0
AMERICAN FINL GROUP INC OHIO	COM	025932104	56,074,872	455,819	SH		SOLE		455,819	0	0
ANSYS INC	COM	03662Q105	6,076,350	18,900	SH		SOLE		18,900	0	0
AON PLC	SHS CL A	G0403H108	5,284,440	18,000	SH		SOLE		18,000	0	0
APPFOLIO INC	COM CL A	03783C100	9,648,042	39,449	SH		SOLE		39,449	0	0
APPLE INC	COM	037833100	17,492,645	83,053	SH		SOLE		83,053	0	0
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	4,520,200	23,300	SH		SOLE		23,300	0	0
APTARGROUP INC	COM	038336103	25,504,478	181,127	SH		SOLE		181,127	0	0
ASGN INC	COM	00191U102	1,772,217	20,100	SH		SOLE		20,100	0	0
ASSURED GUARANTY LTD	COM	G0585R106	4,629,000	60,000	SH		SOLE		60,000	0	0
BADGER METER INC	COM	056525108	15,224,795	81,700	SH		SOLE		81,700	0	0
BALCHEM CORP	COM	057665200	5,003,375	32,500	SH		SOLE		32,500	0	0
BANK AMERICA CORP	COM	060505104	4,374,700	110,000	SH		SOLE		110,000	0	0
BERKLEY W R CORP	COM	084423102	81,979,371	1,043,260	SH		SOLE		1,043,260	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	9,550,280	116,000	SH		SOLE		116,000	0	0
BLACKSTONE INC	COM	09260D107	2,476,000	20,000	SH		SOLE		20,000	0	0
BOOKING HOLDINGS INC	COM	09857L108	14,467,434	3,652	SH		SOLE		3,652	0	0
BROADCOM INC	COM	11135F101	4,502,639	2,804	SH		SOLE		2,804	0	0
CACI INTL INC	CL A	127190304	25,893,826	60,200	SH		SOLE		60,200	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	86,572,229	281,307	SH		SOLE		281,307	0	0
CARLISLE COS INC	COM	142339100	7,861,074	19,400	SH		SOLE		19,400	0	0
CARPENTER TECHNOLOGY CORP	COM	144285103	4,500,186	41,068	SH		SOLE		41,068	0	0
CASEYS GEN STORES INC	COM	147528103	16,483,392	43,200	SH		SOLE		43,200	0	0
CAVCO INDS INC DEL	COM	149568107	7,200,336	20,800	SH		SOLE		20,800	0	0
CDW CORP	COM	12514G108	85,890,113	383,712	SH		SOLE		383,712	0	0
CGI INC	CL A SUB VTG	12532H104	38,357,981	384,310	SH		SOLE		384,310	0	0
CHEMED CORP NEW	COM	16359R103	67,008,087	123,499	SH		SOLE		123,499	0	0
CHURCHILL DOWNS INC	COM	171484108	41,427,975	296,762	SH		SOLE		296,762	0	0
CINTAS CORP	COM	172908105	116,365,011	166,174	SH		SOLE		166,174	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	11,778,190	53,000	SH		SOLE		53,000	0	0
COMFORT SYS USA INC	COM	199908104	24,512,985	80,603	SH		SOLE		80,603	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	3,601,920	14,000	SH		SOLE		14,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	54,233,624	63,805	SH		SOLE		63,805	0	0
CRANE NXT CO	COM	224441105	3,734,336	60,800	SH		SOLE		60,800	0	0
CROCS INC	COM	227046109	10,463,898	71,700	SH		SOLE		71,700	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	18,012,612	47,007	SH		SOLE		47,007	0	0
DANAHER CORPORATION	COM	235851102	13,641,810	54,600	SH		SOLE		54,600	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	2,751,520	58,000	SH		SOLE		58,000	0	0
DEXCOM INC	COM	252131107	8,505,087	75,014	SH		SOLE		75,014	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	11,410,830	57,000	SH		SOLE		57,000	0	0
DISNEY WALT CO	COM	254687106	2,482,250	25,000	SH		SOLE		25,000	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	9,733,350	255,000	SH		SOLE		255,000	0	0
ECOLAB INC	COM	278865100	4,070,528	17,103	SH		SOLE		17,103	0	0
EMCOR GROUP INC	COM	29084Q100	15,552,774	42,601	SH		SOLE		42,601	0	0
ENPRO INC	COM	29355X107	1,921,524	13,200	SH		SOLE		13,200	0	0
ENSIGN GROUP INC	COM	29358P101	15,671,523	126,700	SH		SOLE		126,700	0	0
EPAM SYS INC	COM	29414B104	14,984,843	79,660	SH		SOLE		79,660	0	0
EPLUS INC	COM	294268107	10,241,520	139,000	SH		SOLE		139,000	0	0
EXACT SCIENCES CORP	COM	30063P105	12,041,250	285,000	SH		SOLE		285,000	0	0
EXELIXIS INC	COM	30161Q104	12,246,150	545,000	SH		SOLE		545,000	0	0
EXLSERVICE HOLDINGS INC	COM	302081104	16,103,360	513,500	SH		SOLE		513,500	0	0
EXPONENT INC	COM	30214U102	32,825,912	345,100	SH		SOLE		345,100	0	0
EXXON MOBIL CORP	COM	30231G102	2,878,000	25,000	SH		SOLE		25,000	0	0
FABRINET	SHS	G3323L100	17,184,258	70,200	SH		SOLE		70,200	0	0
FAIR ISAAC CORP	COM	303250104	91,105,992	61,200	SH		SOLE		61,200	0	0
FEDERAL SIGNAL CORP	COM	313855108	17,470,547	208,803	SH		SOLE		208,803	0	0
FIRST FINL BANKSHARES INC	COM	32020R109	6,097,827	206,496	SH		SOLE		206,496	0	0
FRANKLIN ELEC INC	COM	353514102	2,340,576	24,300	SH		SOLE		24,300	0	0
FTI CONSULTING INC	COM	302941109	10,453,205	48,500	SH		SOLE		48,500	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	3,215,444	12,400	SH		SOLE		12,400	0	0
GARTNER INC	COM	366651107	86,084,802	191,700	SH		SOLE		191,700	0	0
GATX CORP	COM	361448103	2,223,648	16,800	SH		SOLE		16,800	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	3,392,400	7,500	SH		SOLE		7,500	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	5,028,491	16,915	SH		SOLE		16,915	0	0
HEICO CORP NEW	COM	422806109	85,641,065	382,993	SH		SOLE		382,993	0	0
HENRY JACK & ASSOC INC	COM	426281101	11,074,862	66,708	SH		SOLE		66,708	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	3,493,820	16,012	SH		SOLE		16,012	0	0
IDEXX LABS INC	COM	45168D104	61,490,486	126,212	SH		SOLE		126,212	0	0
INSIGHT ENTERPRISES INC	COM	45765U103	9,227,707	46,520	SH		SOLE		46,520	0	0
INTERACTIVE BROKERS GROUP IN	COM CL A	45841N107	3,310,200	27,000	SH		SOLE		27,000	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	40,770,359	297,833	SH		SOLE		297,833	0	0
INTUIT	COM	461202103	39,636,335	60,310	SH		SOLE		60,310	0	0
IQVIA HLDGS INC	COM	46266C105	62,586,240	296,000	SH		SOLE		296,000	0	0
J & J SNACK FOODS CORP	COM	466032109	17,065,087	105,100	SH		SOLE		105,100	0	0
JPMORGAN CHASE & CO.	COM	46625H100	3,843,345	19,002	SH		SOLE		19,002	0	0
KADANT INC	COM	48282T104	8,167,084	27,800	SH		SOLE		27,800	0	0
LANCASTER COLONY CORP	COM	513847103	1,058,232	5,600	SH		SOLE		5,600	0	0
LANDSTAR SYS INC	COM	515098101	6,235,424	33,800	SH		SOLE		33,800	0	0
LAUDER ESTEE COS INC	CL A	518439104	1,276,800	12,000	SH		SOLE		12,000	0	0
LENNOX INTL INC	COM	526107107	93,354,010	174,500	SH		SOLE		174,500	0	0
LITTELFUSE INC	COM	537008104	766,770	3,000	SH		SOLE		3,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	7,616,850	25,500	SH		SOLE		25,500	0	0
LYFT INC	CL A COM	55087P104	3,948,000	280,000	SH		SOLE		280,000	0	0
MADRIGAL PHARMACEUTICALS INC	COM	558868105	2,801,600	10,000	SH		SOLE		10,000	0	0
MARSH & MCLENNAN COS INC	COM	571748102	27,815,040	132,000	SH		SOLE		132,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	21,093,259	47,813	SH		SOLE		47,813	0	0
MATCH GROUP INC NEW	COM	57667L107	10,790,399	355,181	SH		SOLE		355,181	0	0
MAXIMUS INC	COM	577933104	1,025,486	11,966	SH		SOLE		11,966	0	0
MEDPACE HLDGS INC	COM	58506Q109	9,101,885	22,100	SH		SOLE		22,100	0	0
META PLATFORMS INC	CL A	30303M102	39,841,964	79,017	SH		SOLE		79,017	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	19,706,019	14,100	SH		SOLE		14,100	0	0
MICRON TECHNOLOGY INC	COM	595112103	4,208,960	32,000	SH		SOLE		32,000	0	0
MICROSOFT CORP	COM	594918104	25,937,441	58,032	SH		SOLE		58,032	0	0
MICROSTRATEGY INC	CL A NEW	594972408	17,769,492	12,900	SH		SOLE		12,900	0	0
MONOLITHIC PWR SYS INC	COM	609839105	81,900,132	99,674	SH		SOLE		99,674	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	62,578,705	162,100	SH		SOLE		162,100	0	0
MSA SAFETY INC	COM	553498106	13,175,838	70,200	SH		SOLE		70,200	0	0
MSCI INC	COM	55354G100	83,681,420	173,703	SH		SOLE		173,703	0	0
NETFLIX INC	COM	64110L106	17,888,369	26,506	SH		SOLE		26,506	0	0
NIKE INC	CL B	654106103	1,736,619	23,041	SH		SOLE		23,041	0	0
NVIDIA CORPORATION	COM	67066G104	61,415,972	497,134	SH		SOLE		497,134	0	0
OKTA INC	CL A	679295105	11,607,640	124,000	SH		SOLE		124,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	5,396,790	93,000	SH		SOLE		93,000	0	0
PENUMBRA INC	COM	70975L107	3,257,457	18,100	SH		SOLE		18,100	0	0
POOL CORP	COM	73278L105	57,550,923	187,261	SH		SOLE		187,261	0	0
POST HLDGS INC	COM	737446104	13,603,296	130,600	SH		SOLE		130,600	0	0
PRIMERICA INC	COM	74164M108	10,504,152	44,400	SH		SOLE		44,400	0	0
QUAKER HOUGHTON	COM	747316107	3,784,310	22,300	SH		SOLE		22,300	0	0
QUALCOMM INC	COM	747525103	3,585,240	18,000	SH		SOLE		18,000	0	0
QUALYS INC	COM	74758T303	3,094,420	21,700	SH		SOLE		21,700	0	0
RBC BEARINGS INC	COM	75524B104	14,163,450	52,500	SH		SOLE		52,500	0	0
REPUBLIC SVCS INC	COM	760759100	53,337,478	274,454	SH		SOLE		274,454	0	0
REVANCE THERAPEUTICS INC	COM	761330109	1,285,000	500,000	SH		SOLE		500,000	0	0
RIVIAN AUTOMOTIVE INC	COM CL A	76954A103	9,394,000	700,000	SH		SOLE		700,000	0	0
RLI CORP	COM	749607107	29,122,830	207,000	SH		SOLE		207,000	0	0
ROBINHOOD MKTS INC	COM CL A	770700102	10,219,500	450,000	SH		SOLE		450,000	0	0
ROKU INC	COM CL A	77543R102	6,891,950	115,000	SH		SOLE		115,000	0	0
ROLLINS INC	COM	775711104	13,890,415	284,698	SH		SOLE		284,698	0	0
ROPER TECHNOLOGIES INC	COM	776696106	47,104,503	83,569	SH		SOLE		83,569	0	0
RUSH ENTERPRISES INC	CL A	781846209	2,034,882	48,600	SH		SOLE		48,600	0	0
S&P GLOBAL INC	COM	78409V104	28,629,632	64,192	SH		SOLE		64,192	0	0
SALESFORCE INC	COM	79466L302	23,243,128	90,405	SH		SOLE		90,405	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	7,005,980	59,600	SH		SOLE		59,600	0	0
SELECTIVE INS GROUP INC	COM	816300107	10,339,409	110,193	SH		SOLE		110,193	0	0
SERVICENOW INC	COM	81762P102	54,566,578	69,364	SH		SOLE		69,364	0	0
SHOPIFY INC	CL A	82509L107	7,463,650	113,000	SH		SOLE		113,000	0	0
SILGAN HLDGS INC	COM	827048109	7,306,158	172,600	SH		SOLE		172,600	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	6,204,051	51,100	SH		SOLE		51,100	0	0
SNAP INC	CL A	83304A106	10,049,050	605,000	SH		SOLE		605,000	0	0
SPS COMM INC	COM	78463M107	19,662,720	104,500	SH		SOLE		104,500	0	0
STIFEL FINL CORP	COM	860630102	8,791,153	104,470	SH		SOLE		104,470	0	0
STRYKER CORPORATION	COM	863667101	40,844,971	120,044	SH		SOLE		120,044	0	0
SYNOPSYS INC	COM	871607107	26,542,651	44,605	SH		SOLE		44,605	0	0
TD SYNNEX CORPORATION	COM	87162W100	2,469,560	21,400	SH		SOLE		21,400	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	14,355,260	37,000	SH		SOLE		37,000	0	0
TESLA INC	COM	88160R101	8,706,720	44,000	SH		SOLE		44,000	0	0
TEXAS ROADHOUSE INC	COM	882681109	7,143,136	41,600	SH		SOLE		41,600	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	16,258,200	29,400	SH		SOLE		29,400	0	0
TOPBUILD CORP	COM	89055F103	9,400,588	24,400	SH		SOLE		24,400	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	6,249,670	19,000	SH		SOLE		19,000	0	0
TRANSDIGM GROUP INC	COM	893641100	140,098,880	109,657	SH		SOLE		109,657	0	0
TREX CO INC	COM	89531P105	4,743,680	64,000	SH		SOLE		64,000	0	0
TRINET GROUP INC	COM	896288107	6,330,000	63,300	SH		SOLE		63,300	0	0
TWILIO INC	CL A	90138F102	2,272,400	40,000	SH		SOLE		40,000	0	0
TYLER TECHNOLOGIES INC	COM	902252105	111,809,725	222,383	SH		SOLE		222,383	0	0
U S PHYSICAL THERAPY	COM	90337L108	6,986,952	75,600	SH		SOLE		75,600	0	0
UBER TECHNOLOGIES INC	COM	90353T100	32,706,000	450,000	SH		SOLE		450,000	0	0
ULTA BEAUTY INC	COM	90384S303	2,122,285	5,500	SH		SOLE		5,500	0	0
UNION PAC CORP	COM	907818108	37,129,266	164,100	SH		SOLE		164,100	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	16,873,920	36,000	SH		SOLE		36,000	0	0
VISA INC	COM CL A	92826C839	17,064,307	65,014	SH		SOLE		65,014	0	0
WALKER & DUNLOP INC	COM	93148P102	3,819,980	38,900	SH		SOLE		38,900	0	0
WASTE CONNECTIONS INC	COM	94106B101	83,710,376	477,363	SH		SOLE		477,363	0	0
WATSCO INC	COM	942622200	11,395,704	24,600	SH		SOLE		24,600	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	13,137,910	71,647	SH		SOLE		71,647	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	45,330,982	137,621	SH		SOLE		137,621	0	0
WINGSTOP INC	COM	974155103	9,215,680	21,804	SH		SOLE		21,804	0	0
WOODWARD INC	COM	980745103	16,217,340	93,000	SH		SOLE		93,000	0	0
WORKDAY INC	CL A	98138H101	8,718,840	39,000	SH		SOLE		39,000	0	0
WORKIVA INC	COM CL A	98139A105	5,576,436	76,400	SH		SOLE		76,400	0	0
ZOETIS INC	CL A	98978V103	21,670,000	125,000	SH		SOLE		125,000	0	0