0001085146-18-002419.txt : 20181026 0001085146-18-002419.hdr.sgml : 20181026 20181026161837 ACCESSION NUMBER: 0001085146-18-002419 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181026 DATE AS OF CHANGE: 20181026 EFFECTIVENESS DATE: 20181026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EULAV Asset Management CENTRAL INDEX KEY: 0001540826 IRS NUMBER: 274466514 STATE OF INCORPORATION: DE FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14654 FILM NUMBER: 181141835 BUSINESS ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-907-1900 MAIL ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001540826 XXXXXXXX 09-30-2018 09-30-2018 false EULAV Asset Management

7 TIMES SQUARE 21ST FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-14654 Y EULAV ASSET MANAGEMENT FORMERLY REPORTED UNDER CIK 0001432083 - EULAV ASSET MANAGEMENT LLC Mitchell E. Appel 212-907-1827 /s/ Mitchell E. Appel New York NY 10-19-2018 0 288 2334129 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AAON INC COM PAR $0.004 000360206 4472 118300 SH SOLE 118300 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20935 123000 SH SOLE 123000 0 0 ACI WORLDWIDE INC COM 004498101 1044 37100 SH SOLE 37100 0 0 ACTIVISION BLIZZARD INC COM 00507V109 33526 403000 SH SOLE 403000 0 0 ACUITY BRANDS INC COM 00508Y102 3317 21100 SH SOLE 21100 0 0 ADOBE SYS INC COM 00724f101 12148 45000 SH SOLE 45000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 2054 12200 SH SOLE 12200 0 0 AIR PRODS & CHEMS INC COM 009158106 2506 15000 SH SOLE 15000 0 0 AKORN INC COM 009728106 1025 79000 SH SOLE 79000 0 0 ALARM COM HLDGS INC COM 011642105 947 16500 SH SOLE 16500 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 43093 310000 SH SOLE 310000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27680 168000 SH SOLE 168000 0 0 ALIGN TECHNOLOGY INC COM 016255101 1174 3000 SH SOLE 3000 0 0 ALLEGHANY CORP DEL COM 017175100 4372 6700 SH SOLE 6700 0 0 ALPHABET INC CAP STK CL A 02079K305 26797 22200 SH SOLE 22200 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 15456 950000 SH SOLE 950000 0 0 AMAZON COM INC COM 023135106 40060 20000 SH SOLE 20000 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 4849 43700 SH SOLE 43700 0 0 AMERICAN TOWER CORP NEW COM 03027X100 15460 106400 SH SOLE 106400 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 659 8400 SH SOLE 8400 0 0 AMETEK INC NEW COM 031100100 26913 340150 SH SOLE 340150 0 0 AMPHENOL CORP NEW CL A 032095101 27501 292500 SH SOLE 292500 0 0 ANADARKO PETE CORP COM 032511107 5595 83000 SH SOLE 83000 0 0 ANSYS INC COM 03662Q105 30821 165100 SH SOLE 165100 0 0 APPLE INC COM 037833100 7224 32000 SH SOLE 32000 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 2191 28000 SH SOLE 28000 0 0 APTARGROUP INC COM 038336103 16969 157500 SH SOLE 157500 0 0 ARCH CAP GROUP LTD ORD G0450A105 16553 555300 SH SOLE 555300 0 0 ARISTA NETWORKS INC COM 040413106 744 2800 SH SOLE 2800 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 763 11100 SH SOLE 11100 0 0 ASGN INC COM 00191U102 1121 14200 SH SOLE 14200 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2365 15700 SH SOLE 15700 0 0 AUTOZONE INC COM 053332102 15126 19500 SH SOLE 19500 0 0 AVANOS MED INC COM 05350V106 1514 22100 SH SOLE 22100 0 0 AXON ENTERPRISE INC COM 05464C101 835 12200 SH SOLE 12200 0 0 AZZ INC COM 002474104 3510 69500 SH SOLE 69500 0 0 B & G FOODS INC NEW COM 05508R106 1065 38800 SH SOLE 38800 0 0 BALCHEM CORP COM 057665200 1424 12700 SH SOLE 12700 0 0 BALL CORP COM 058498106 12379 281400 SH SOLE 281400 0 0 BANK AMER CORP COM 060505104 14877 505000 SH SOLE 505000 0 0 BECTON DICKINSON & CO COM 075887109 15322 58704 SH SOLE 58704 0 0 BIOGEN INC COM 09062x103 13426 38000 SH SOLE 38000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 10570 109000 SH SOLE 109000 0 0 BLACKBAUD INC COM 09227Q100 2567 25300 SH SOLE 25300 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 69 12000 SH SOLE 12000 0 0 BLACKROCK INC COM 09247X101 3771 8000 SH SOLE 8000 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10091 265000 SH SOLE 265000 0 0 BOINGO WIRELESS INC COM 09739C102 1085 31100 SH SOLE 31100 0 0 BOOKING HLDGS INC COM 09857L108 3373 1700 SH SOLE 1700 0 0 BOTTOMLINE TECH DEL INC COM 101388106 865 11900 SH SOLE 11900 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1310 28092 SH SOLE 28092 0 0 BROADCOM INC COM 11135f101 4441 18000 SH SOLE 18000 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3681 27900 SH SOLE 27900 0 0 BROOKS AUTOMATION INC COM 114340102 928 26500 SH SOLE 26500 0 0 BROWN FORMAN CORP CL B 115637209 2692 53250 SH SOLE 53250 0 0 CACI INTL INC CL A 127190304 976 5300 SH SOLE 5300 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 6603 145700 SH SOLE 145700 0 0 CAL MAINE FOODS INC COM NEW 128030202 609 12600 SH SOLE 12600 0 0 CALAVO GROWERS INC COM 128246105 5236 54200 SH SOLE 54200 0 0 CANADIAN NATL RY CO COM 136375102 18732 208600 SH SOLE 208600 0 0 CANTEL MEDICAL CORP COM 138098108 3673 39900 SH SOLE 39900 0 0 CARLISLE COS INC COM 142339100 12984 106600 SH SOLE 106600 0 0 CASEYS GEN STORES INC COM 147528103 6313 48900 SH SOLE 48900 0 0 CAVCO INDS INC DEL COM 149568107 2302 9100 SH SOLE 9100 0 0 CELGENE CORP COM 151020104 26847 300000 SH SOLE 300000 0 0 CHEESECAKE FACTORY INC COM 163072101 2136 39900 SH SOLE 39900 0 0 CHEMED CORP NEW COM 16359R103 13902 43500 SH SOLE 43500 0 0 CHILDRENS PL INC COM 168905107 805 6300 SH SOLE 6300 0 0 CHUBB LIMITED COM H1467J104 8393 62800 SH SOLE 62800 0 0 CHURCH & DWIGHT INC COM 171340102 22537 379600 SH SOLE 379600 0 0 CHURCHILL DOWNS INC COM 171484108 7054 25400 SH SOLE 25400 0 0 CINTAS CORP COM 172908105 5183 26200 SH SOLE 26200 0 0 CISCO SYS INC COM 17275R102 3892 80000 SH SOLE 80000 0 0 CITIGROUP INC COM NEW 172967424 6815 95000 SH SOLE 95000 0 0 COGNEX CORP COM 192422103 1636 29300 SH SOLE 29300 0 0 COHERENT INC COM 192479103 603 3500 SH SOLE 3500 0 0 COMCAST CORP NEW CL A 20030n101 3293 93000 SH SOLE 93000 0 0 COMFORT SYS USA INC COM 199908104 1275 22600 SH SOLE 22600 0 0 CONSTELLATION BRANDS INC CL A 21036P108 15309 71000 SH SOLE 71000 0 0 COOPER STD HLDGS INC COM 21676P103 960 8000 SH SOLE 8000 0 0 COSTCO WHSL CORP NEW COM 22160K105 17381 74000 SH SOLE 74000 0 0 CROWN HOLDINGS INC COM 228368106 2654 55300 SH SOLE 55300 0 0 DANAHER CORP DEL COM 235851102 21297 196000 SH SOLE 196000 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 2245 33900 SH SOLE 33900 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 4048 70000 SH SOLE 70000 0 0 DENTSPLY SIRONA INC COM 24906P109 1227 32500 SH SOLE 32500 0 0 DEXCOM INC COM 252131107 10728 75000 SH SOLE 75000 0 0 DIAMONDBACK ENERGY INC COM 25278x109 9463 70000 SH SOLE 70000 0 0 DISNEY WALT CO COM DISNEY 254687106 3859 33000 SH SOLE 33000 0 0 DOMINOS PIZZA INC COM 25754A201 14917 50600 SH SOLE 50600 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 419 8000 SH SOLE 8000 0 0 ECOLAB INC COM 278865100 23172 147800 SH SOLE 147800 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 12709 73000 SH SOLE 73000 0 0 EL PASO ELEC CO COM NEW 283677854 2162 37800 SH SOLE 37800 0 0 ELECTRONIC ARTS INC COM 285512109 5422 45000 SH SOLE 45000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 2206 28300 SH SOLE 28300 0 0 ENERSYS COM 29275Y102 8016 92000 SH SOLE 92000 0 0 ENOVA INTL INC COM 29357K103 588 20400 SH SOLE 20400 0 0 ENPRO INDS INC COM 29355X107 3253 44600 SH SOLE 44600 0 0 ENSTAR GROUP LIMITED SHS G3075P101 438 2100 SH SOLE 2100 0 0 EPLUS INC COM 294268107 8649 93300 SH SOLE 93300 0 0 EQUIFAX INC COM 294429105 2677 20500 SH SOLE 20500 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 4253 44100 SH SOLE 44100 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 1355 14900 SH SOLE 14900 0 0 EVERBRIDGE INC COM 29978A104 1130 19600 SH SOLE 19600 0 0 EXACT SCIENCES CORP COM 30063P105 15784 200000 SH SOLE 200000 0 0 EXELIXIS INC COM 30161Q104 16834 950000 SH SOLE 950000 0 0 EXLSERVICE HOLDINGS INC COM 302081104 3820 57700 SH SOLE 57700 0 0 EXPONENT INC COM 30214U102 5296 98800 SH SOLE 98800 0 0 F M C CORP COM NEW 302491303 5100 58500 SH SOLE 58500 0 0 FACEBOOK INC CL A 30303m102 28945 176000 SH SOLE 176000 0 0 FAIR ISAAC CORP COM 303250104 10765 47100 SH SOLE 47100 0 0 FIRST FINL BANKSHARES COM 32020R109 6179 104548 SH SOLE 104548 0 0 FISERV INC COM 337738108 31140 378000 SH SOLE 378000 0 0 FIVE9 INC COM 338307101 1197 27400 SH SOLE 27400 0 0 FTI CONSULTING INC COM 302941109 1757 24000 SH SOLE 24000 0 0 GABELLI EQUITY TR INC COM 362397101 84 13000 SH SOLE 13000 0 0 GARTNER INC COM 366651107 7354 46400 SH SOLE 46400 0 0 GATX CORP COM 361448103 1256 14500 SH SOLE 14500 0 0 GENERAL MLS INC COM 370334104 472 11000 SH SOLE 11000 0 0 GENTHERM INC COM 37253A103 814 17900 SH SOLE 17900 0 0 GRACO INC COM 384109104 598 12900 SH SOLE 12900 0 0 GREEN DOT CORP CL A 39304D102 2922 32900 SH SOLE 32900 0 0 GROUPE CGI INC CL A SUB VTG 39945C109 3069 47600 SH SOLE 47600 0 0 GRUBHUB INC COM 400110102 13030 94000 SH SOLE 94000 0 0 HAEMONETICS CORP COM 405024100 1318 11500 SH SOLE 11500 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 4884 51900 SH SOLE 51900 0 0 HEALTHCARE SVCS GRP INC COM 421906108 8766 215800 SH SOLE 215800 0 0 HEICO CORP NEW COM 422806109 37188 401550 SH SOLE 401550 0 0 HELEN OF TROY CORP LTD COM G4388N106 2566 19600 SH SOLE 19600 0 0 HENRY JACK & ASSOC INC COM 426281101 13943 87100 SH SOLE 87100 0 0 HOME DEPOT INC COM 437076102 4350 21000 SH SOLE 21000 0 0 HORMEL FOODS CORP COM 440452100 2057 52200 SH SOLE 52200 0 0 HUNT J B TRANS SVCS INC COM 445658107 6732 56600 SH SOLE 56600 0 0 ICU MED INC COM 44930G107 8907 31500 SH SOLE 31500 0 0 IDEX CORP COM 45167R104 12618 83750 SH SOLE 83750 0 0 IDEXX LABS INC COM 45168D104 44365 177700 SH SOLE 177700 0 0 IHS MARKIT LTD SHS G47567105 10741 199054 SH SOLE 199054 0 0 ILLUMINA INC COM 452327109 13765 37500 SH SOLE 37500 0 0 INGREDION INC COM 457187102 2425 23100 SH SOLE 23100 0 0 INSPERITY INC COM 45778Q107 2501 21200 SH SOLE 21200 0 0 INSTRUCTURE INC COM 45781U103 743 21000 SH SOLE 21000 0 0 INSULET CORP COM 45784P101 1293 12200 SH SOLE 12200 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1047 15900 SH SOLE 15900 0 0 INTERCEPT PHARMACEUTICALS IN COM 45845P108 9477 75000 SH SOLE 75000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866f104 1348 18000 SH SOLE 18000 0 0 INTUIT COM 461202103 10733 47200 SH SOLE 47200 0 0 IQVIA HLDGS INC COM 46266c105 2387 18400 SH SOLE 18400 0 0 ISHARES TR IBOXX HI YD ETF 464288513 2075 24000 SH SOLE 24000 0 0 J & J SNACK FOODS CORP COM 466032109 14727 97600 SH SOLE 97600 0 0 J2 GLOBAL INC COM 48123V102 3256 39300 SH SOLE 39300 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8070 48000 SH SOLE 48000 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 1563 13100 SH SOLE 13100 0 0 JPMORGAN CHASE & CO COM 46625h100 6996 62000 SH SOLE 62000 0 0 KADANT INC COM 48282T104 1305 12100 SH SOLE 12100 0 0 KAMAN CORP COM 483548103 781 11700 SH SOLE 11700 0 0 KAYNE ANDERSON MDSTM ENERGY COM 48661E108 145 11337 SH SOLE 11337 0 0 KMG CHEMICALS INC COM 482564101 1194 15800 SH SOLE 15800 0 0 KORN FERRY INTL COM NEW 500643200 576 11700 SH SOLE 11700 0 0 LANCASTER COLONY CORP COM 513847103 1731 11600 SH SOLE 11600 0 0 LANDSTAR SYS INC COM 515098101 4124 33800 SH SOLE 33800 0 0 LAUDER ESTEE COS INC CL A 518439104 7557 52000 SH SOLE 52000 0 0 LCI INDS COM 50189K103 2641 31900 SH SOLE 31900 0 0 LENDINGTREE INC NEW COM 52603B107 6075 26400 SH SOLE 26400 0 0 LENNOX INTL INC COM 526107107 19787 90600 SH SOLE 90600 0 0 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 89 13000 SH SOLE 13000 0 0 LINCOLN ELEC HLDGS INC COM 533900106 7851 84019 SH SOLE 84019 0 0 LIONS GATE ENTMNT CORP CL A VTG 535919401 8049 330000 SH SOLE 330000 0 0 LITTELFUSE INC COM 537008104 5007 25300 SH SOLE 25300 0 0 LKQ CORP COM 501889208 5051 159500 SH SOLE 159500 0 0 LYDALL INC DEL COM 550819106 672 15600 SH SOLE 15600 0 0 MARKETAXESS HLDGS INC COM 57060D108 428 2400 SH SOLE 2400 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 3513 31440 SH SOLE 31440 0 0 MASTERCARD INCORPORATED CL A 57636Q104 27047 121500 SH SOLE 121500 0 0 MAXIMUS INC COM 577933104 3116 47900 SH SOLE 47900 0 0 MCCORMICK & CO INC COM NON VTG 579780206 6337 48100 SH SOLE 48100 0 0 MEDIDATA SOLUTIONS INC COM 58471A105 9237 126000 SH SOLE 126000 0 0 MEDIFAST INC COM 58470H101 2526 11400 SH SOLE 11400 0 0 MERCURY SYS INC COM 589378108 1787 32300 SH SOLE 32300 0 0 MERIT MED SYS INC COM 589889104 1671 27200 SH SOLE 27200 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 33433 54900 SH SOLE 54900 0 0 MICRON TECHNOLOGY INC COM 595112103 7689 170000 SH SOLE 170000 0 0 MIDDLEBY CORP COM 596278101 7981 61700 SH SOLE 61700 0 0 MONRO INC COM 610236101 6257 89900 SH SOLE 89900 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 6411 110000 SH SOLE 110000 0 0 MOVADO GROUP INC COM 624580106 1152 27500 SH SOLE 27500 0 0 NEOGEN CORP COM 640491106 2794 39066 SH SOLE 39066 0 0 NETFLIX INC COM 64110l106 21700 58000 SH SOLE 58000 0 0 NEVRO CORP COM 64157F103 5991 105100 SH SOLE 105100 0 0 NEW JERSEY RES COM 646025106 1166 25300 SH SOLE 25300 0 0 NEW RELIC INC COM 64829B100 2365 25100 SH SOLE 25100 0 0 NEWMARKET CORP COM 651587107 3122 7700 SH SOLE 7700 0 0 NIKE INC CL B 654106103 6185 73000 SH SOLE 73000 0 0 NORTHROP GRUMMAN CORP COM 666807102 15519 48900 SH SOLE 48900 0 0 NUTRI SYS INC NEW COM 67069D108 604 16300 SH SOLE 16300 0 0 NXP SEMICONDUCTORS N V COM N6596X109 11713 137000 SH SOLE 137000 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 22020 63400 SH SOLE 63400 0 0 OMNICELL INC COM 68213N109 1086 15100 SH SOLE 15100 0 0 OPEN TEXT CORP COM 683715106 6334 166500 SH SOLE 166500 0 0 PACKAGING CORP AMER COM 695156109 1404 12800 SH SOLE 12800 0 0 PAYCOM SOFTWARE INC COM 70432V102 2533 16300 SH SOLE 16300 0 0 PAYPAL HLDGS INC COM 70450y103 16602 189000 SH SOLE 189000 0 0 PENN NATL GAMING INC COM 707569109 1152 35000 SH SOLE 35000 0 0 PEPSICO INC COM 713448108 2460 22000 SH SOLE 22000 0 0 PETIQ INC COM CL A 71639T106 1250 31800 SH SOLE 31800 0 0 PFIZER INC COM 717081103 4495 102000 SH SOLE 102000 0 0 PIONEER NAT RES CO COM 723787107 6619 38000 SH SOLE 38000 0 0 PLANET FITNESS INC CL A 72703H101 1443 26700 SH SOLE 26700 0 0 POLYONE CORP COM 73179P106 1373 31400 SH SOLE 31400 0 0 POOL CORPORATION COM 73278L105 14852 89000 SH SOLE 89000 0 0 PRA HEALTH SCIENCES INC COM 69354M108 1675 15200 SH SOLE 15200 0 0 PREMIER INC CL A 74051N102 1607 35100 SH SOLE 35100 0 0 PRIMERICA INC COM 74164M108 2194 18200 SH SOLE 18200 0 0 PROASSURANCE CORP COM 74267C106 2751 58600 SH SOLE 58600 0 0 PROGRESS SOFTWARE CORP COM 743312100 692 19600 SH SOLE 19600 0 0 PROOFPOINT INC COM 743424103 5189 48800 SH SOLE 48800 0 0 PROSPERITY BANCSHARES INC COM 743606105 2628 37900 SH SOLE 37900 0 0 QUALYS INC COM 74758T303 811 9100 SH SOLE 9100 0 0 RBC BEARINGS INC COM 75524B104 7894 52500 SH SOLE 52500 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 6666 49900 SH SOLE 49900 0 0 REPUBLIC SVCS INC COM 760759100 6554 90200 SH SOLE 90200 0 0 RLI CORP COM 749607107 11921 151700 SH SOLE 151700 0 0 ROLLINS INC COM 775711104 41791 688600 SH SOLE 688600 0 0 ROPER TECHNOLOGIES INC COM 776696106 34568 116700 SH SOLE 116700 0 0 RUSH ENTERPRISES INC CL A 781846209 1517 38600 SH SOLE 38600 0 0 SALESFORCE COM INC COM 79466L302 37849 238000 SH SOLE 238000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 8915 55500 SH SOLE 55500 0 0 SCHEIN HENRY INC COM 806407102 21785 256200 SH SOLE 256200 0 0 SCHLUMBERGER LTD COM 806857108 3472 57000 SH SOLE 57000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 7667 156000 SH SOLE 156000 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 3361 41700 SH SOLE 41700 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 6905 87700 SH SOLE 87700 0 0 SELECTIVE INS GROUP INC COM 816300107 578 9100 SH SOLE 9100 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 4461 58300 SH SOLE 58300 0 0 SERVICENOW INC COM 81762P102 15846 81000 SH SOLE 81000 0 0 SHAKE SHACK INC CL A 819047101 863 13700 SH SOLE 13700 0 0 SHUTTERFLY INC COM 82568P304 962 14600 SH SOLE 14600 0 0 SILGAN HOLDINGS INC COM 827048109 4798 172600 SH SOLE 172600 0 0 SILICON LABORATORIES INC COM 826919102 789 8600 SH SOLE 8600 0 0 SMITH A O COM 831865209 3960 74200 SH SOLE 74200 0 0 SNAP ON INC COM 833034101 14045 76500 SH SOLE 76500 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 489 13000 SH SOLE 13000 0 0 SOUTH JERSEY INDS INC COM 838518108 4264 120900 SH SOLE 120900 0 0 SOUTHWEST GAS HOLDINGS INC COM 844895102 1747 22100 SH SOLE 22100 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 550 6000 SH SOLE 6000 0 0 STAMPS COM INC COM NEW 852857200 6515 28800 SH SOLE 28800 0 0 STARBUCKS CORP COM 855244109 6821 120000 SH SOLE 120000 0 0 STIFEL FINL CORP COM 860630102 6413 125100 SH SOLE 125100 0 0 SYNNEX CORP COM 87162W100 3286 38800 SH SOLE 38800 0 0 SYNOPSYS INC COM 871607107 3067 31100 SH SOLE 31100 0 0 TACTILE SYS TECHNOLOGY INC COM 87357P100 1179 16600 SH SOLE 16600 0 0 TECH DATA CORP COM 878237106 1632 22800 SH SOLE 22800 0 0 TELADOC HEALTH INC COM 87918A105 1554 18000 SH SOLE 18000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 55972 226900 SH SOLE 226900 0 0 TELEFLEX INC COM 879369106 985 3700 SH SOLE 3700 0 0 TESARO INC COM 881569107 20285 520000 SH SOLE 520000 0 0 TEXAS ROADHOUSE INC COM 882681109 1829 26400 SH SOLE 26400 0 0 THE TRADE DESK INC COM CL A 88339J105 2716 18000 SH SOLE 18000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 9592 39300 SH SOLE 39300 0 0 TJX COS INC NEW COM 872540109 30245 270000 SH SOLE 270000 0 0 TOPBUILD CORP COM 89055F103 631 11100 SH SOLE 11100 0 0 TORCHMARK CORP COM 891027104 2072 23900 SH SOLE 23900 0 0 TORO CO COM 891092108 37955 632900 SH SOLE 632900 0 0 TOTAL SYS SVCS INC COM 891906109 2390 24200 SH SOLE 24200 0 0 TRANSDIGM GROUP INC COM 893641100 16307 43800 SH SOLE 43800 0 0 TREX CO INC COM 89531P105 2463 32000 SH SOLE 32000 0 0 TRINET GROUP INC COM 896288107 1464 26000 SH SOLE 26000 0 0 TURTLE BEACH CORP COM NEW 900450206 971 48700 SH SOLE 48700 0 0 TYLER TECHNOLOGIES INC COM 902252105 28686 117058 SH SOLE 117058 0 0 U S CONCRETE INC COM NEW 90333L201 1334 29100 SH SOLE 29100 0 0 U S PHYSICAL THERAPY INC COM 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