0001085146-19-000712.txt : 20190214
0001085146-19-000712.hdr.sgml : 20190214
20190213180502
ACCESSION NUMBER: 0001085146-19-000712
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190214
DATE AS OF CHANGE: 20190213
EFFECTIVENESS DATE: 20190214
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: 19599212
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
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false
false
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0001540826
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12-31-2018
12-31-2018
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
Chief Executive Officer
212-907-1827
/s/ Mitchell E. Appel
New York
NY
02-06-2019
0
291
2001842
INFORMATION TABLE
2
form13fInfoTable.xml
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0
0
MERIT MED SYS INC
COM
589889104
1518
27200
SH
SOLE
27200
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
34500
61000
SH
SOLE
61000
0
0
MICRON TECHNOLOGY INC
COM
595112103
3332
105000
SH
SOLE
105000
0
0
MIDDLEBY CORP
COM
596278101
6308
61400
SH
SOLE
61400
0
0
MONRO INC
COM
610236101
6181
89900
SH
SOLE
89900
0
0
MOVADO GROUP INC
COM
624580106
930
29400
SH
SOLE
29400
0
0
NEOGEN CORP
COM
640491106
2227
39066
SH
SOLE
39066
0
0
NETFLIX INC
COM
64110l106
17130
64000
SH
SOLE
64000
0
0
NEUBERGER BERMAN RE ES SEC F
COM
64190A103
58
14000
SH
SOLE
14000
0
0
NEVRO CORP
COM
64157F103
276
7100
SH
SOLE
7100
0
0
NEW JERSEY RES
COM
646025106
1155
25300
SH
SOLE
25300
0
0
NEW RELIC INC
COM
64829B100
2032
25100
SH
SOLE
25100
0
0
NEWMARKET CORP
COM
651587107
2555
6200
SH
SOLE
6200
0
0
NIKE INC
CL B
654106103
2372
32000
SH
SOLE
32000
0
0
NORTHROP GRUMMAN CORP
COM
666807102
11976
48900
SH
SOLE
48900
0
0
NUTRI SYS INC NEW
COM
67069D108
891
20300
SH
SOLE
20300
0
0
NVIDIA CORP
COM
67066g104
9078
68000
SH
SOLE
68000
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
7914
108000
SH
SOLE
108000
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
18318
53200
SH
SOLE
53200
0
0
OMNICELL INC
COM
68213N109
1531
25000
SH
SOLE
25000
0
0
OPEN TEXT CORP
COM
683715106
5428
166500
SH
SOLE
166500
0
0
PACKAGING CORP AMER
COM
695156109
734
8800
SH
SOLE
8800
0
0
PAYCOM SOFTWARE INC
COM
70432V102
1996
16300
SH
SOLE
16300
0
0
PAYPAL HLDGS INC
COM
70450y103
16902
201000
SH
SOLE
201000
0
0
PENN NATL GAMING INC
COM
707569109
659
35000
SH
SOLE
35000
0
0
PEPSICO INC
COM
713448108
2431
22000
SH
SOLE
22000
0
0
PETIQ INC
COM CL A
71639T106
746
31800
SH
SOLE
31800
0
0
PGT INNOVATIONS INC
COM
69336V101
387
24400
SH
SOLE
24400
0
0
PIONEER NAT RES CO
COM
723787107
4866
37000
SH
SOLE
37000
0
0
PLANET FITNESS INC
CL A
72703H101
1432
26700
SH
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26700
0
0
POLYONE CORP
COM
73179P106
855
29900
SH
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29900
0
0
POOL CORPORATION
COM
73278L105
13230
89000
SH
SOLE
89000
0
0
PRA HEALTH SCIENCES INC
COM
69354M108
1398
15200
SH
SOLE
15200
0
0
PREMIER INC
CL A
74051N102
627
16800
SH
SOLE
16800
0
0
PRIMERICA INC
COM
74164M108
1778
18200
SH
SOLE
18200
0
0
PROASSURANCE CORP
COM
74267C106
2377
58600
SH
SOLE
58600
0
0
PROGRESS SOFTWARE CORP
COM
743312100
696
19600
SH
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19600
0
0
PROGRESSIVE CORP OHIO
COM
743315103
2655
44000
SH
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44000
0
0
PROOFPOINT INC
COM
743424103
3788
45200
SH
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45200
0
0
PROSPERITY BANCSHARES INC
COM
743606105
2361
37900
SH
SOLE
37900
0
0
QUAKER CHEM CORP
COM
747316107
1617
9100
SH
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0
0
QUALYS INC
COM
74758T303
1846
24700
SH
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24700
0
0
RBC BEARINGS INC
COM
75524B104
6883
52500
SH
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52500
0
0
RENAISSANCERE HOLDINGS LTD
COM
G7496G103
6672
49900
SH
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49900
0
0
REPUBLIC SVCS INC
COM
760759100
6503
90200
SH
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90200
0
0
RLI CORP
COM
749607107
10466
151700
SH
SOLE
151700
0
0
ROLLINS INC
COM
775711104
33537
929000
SH
SOLE
929000
0
0
ROPER TECHNOLOGIES INC
COM
776696106
32409
121600
SH
SOLE
121600
0
0
RUSH ENTERPRISES INC
CL A
781846209
1331
38600
SH
SOLE
38600
0
0
SALESFORCE COM INC
COM
79466L302
32188
235000
SH
SOLE
235000
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410g104
8985
55500
SH
SOLE
55500
0
0
SCHEIN HENRY INC
COM
806407102
20117
256200
SH
SOLE
256200
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
5274
127000
SH
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127000
0
0
SCIENCE APPLICATNS INTL CP N
COM
808625107
2656
41700
SH
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41700
0
0
SCOTTS MIRACLE GRO CO
CL A
810186106
5390
87700
SH
SOLE
87700
0
0
SELECTIVE INS GROUP INC
COM
816300107
555
9100
SH
SOLE
9100
0
0
SENSIENT TECHNOLOGIES CORP
COM
81725T100
3256
58300
SH
SOLE
58300
0
0
SERVICENOW INC
COM
81762P102
13888
78000
SH
SOLE
78000
0
0
SHAKE SHACK INC
CL A
819047101
577
12700
SH
SOLE
12700
0
0
SHUTTERFLY INC
COM
82568P304
588
14600
SH
SOLE
14600
0
0
SILGAN HOLDINGS INC
COM
827048109
4077
172600
SH
SOLE
172600
0
0
SILICON LABORATORIES INC
COM
826919102
678
8600
SH
SOLE
8600
0
0
SMITH A O
COM
831865209
3168
74200
SH
SOLE
74200
0
0
SNAP ON INC
COM
833034101
11115
76500
SH
SOLE
76500
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
456
13000
SH
SOLE
13000
0
0
SOUTH JERSEY INDS INC
COM
838518108
3347
120400
SH
SOLE
120400
0
0
SOUTHWEST GAS HOLDINGS INC
COM
844895102
1316
17200
SH
SOLE
17200
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
433
6000
SH
SOLE
6000
0
0
SPLUNK INC
COM
848637104
10695
102000
SH
SOLE
102000
0
0
SPS COMM INC
COM
78463M107
2990
36300
SH
SOLE
36300
0
0
STAMPS COM INC
COM NEW
852857200
4482
28800
SH
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28800
0
0
STARBUCKS CORP
COM
855244109
6311
98000
SH
SOLE
98000
0
0
STIFEL FINL CORP
COM
860630102
5182
125100
SH
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125100
0
0
SYNNEX CORP
COM
87162W100
3137
38800
SH
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38800
0
0
SYNOPSYS INC
COM
871607107
2889
34300
SH
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34300
0
0
TACTILE SYS TECHNOLOGY INC
COM
87357P100
783
17200
SH
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17200
0
0
TECH DATA CORP
COM
878237106
3927
48000
SH
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48000
0
0
TELADOC HEALTH INC
COM
87918A105
892
18000
SH
SOLE
18000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
46901
226500
SH
SOLE
226500
0
0
TELEFLEX INC
COM
879369106
956
3700
SH
SOLE
3700
0
0
TEXAS ROADHOUSE INC
COM
882681109
1546
25900
SH
SOLE
25900
0
0
THE TRADE DESK INC
COM CL A
88339J105
2089
18000
SH
SOLE
18000
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
8795
39300
SH
SOLE
39300
0
0
TJX COS INC NEW
COM
872540109
23220
519000
SH
SOLE
519000
0
0
TOPBUILD CORP
COM
89055F103
499
11100
SH
SOLE
11100
0
0
TORCHMARK CORP
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891027104
1781
23900
SH
SOLE
23900
0
0
TORO CO
COM
891092108
35366
632900
SH
SOLE
632900
0
0
TOTAL SYS SVCS INC
COM
891906109
2496
30700
SH
SOLE
30700
0
0
TRANSDIGM GROUP INC
COM
893641100
20030
58900
SH
SOLE
58900
0
0
TREX CO INC
COM
89531P105
1900
32000
SH
SOLE
32000
0
0
TRINET GROUP INC
COM
896288107
1091
26000
SH
SOLE
26000
0
0
TUPPERWARE BRANDS CORP
COM
899896104
960
30400
SH
SOLE
30400
0
0
TURTLE BEACH CORP
COM NEW
900450206
916
64200
SH
SOLE
64200
0
0
TYLER TECHNOLOGIES INC
COM
902252105
22978
123658
SH
SOLE
123658
0
0
U S CONCRETE INC
COM NEW
90333L201
1027
29100
SH
SOLE
29100
0
0
U S PHYSICAL THERAPY INC
COM
90337L108
5639
55100
SH
SOLE
55100
0
0
ULTA BEAUTY INC
COM
90384S303
7345
30000
SH
SOLE
30000
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
27303
111500
SH
SOLE
111500
0
0
UNION PAC CORP
COM
907818108
4949
35800
SH
SOLE
35800
0
0
UNITEDHEALTH GROUP INC
COM
91324p102
4434
17800
SH
SOLE
17800
0
0
VAIL RESORTS INC
COM
91879Q109
13071
62000
SH
SOLE
62000
0
0
VALMONT INDS INC
COM
920253101
1531
13800
SH
SOLE
13800
0
0
VERISK ANALYTICS INC
COM
92345Y106
3849
35300
SH
SOLE
35300
0
0
VERTEX PHARMACEUTICALS INC
COM
92532f100
13091
79000
SH
SOLE
79000
0
0
VISA INC
COM CL A
92826c839
24805
188000
SH
SOLE
188000
0
0
W R BERKLEY CORPORATION
COM
084423102
2158
29200
SH
SOLE
29200
0
0
WALKER & DUNLOP INC
COM
93148P102
597
13800
SH
SOLE
13800
0
0
WASTE CONNECTIONS INC
COM
94106b101
37105
499725
SH
SOLE
499725
0
0
WATTS WATER TECHNOLOGIES INC
CL A
942749102
1355
21000
SH
SOLE
21000
0
0
WEX INC
COM
96208T104
12367
88300
SH
SOLE
88300
0
0
WOODWARD INC
COM
980745103
7578
102000
SH
SOLE
102000
0
0
ZENDESK INC
COM
98936J101
13956
239100
SH
SOLE
239100
0
0
ZOETIS INC
CL A
98978V103
3422
40000
SH
SOLE
40000
0
0