EULAV Asset Management Q1 2016 Filing

Filed May 12, 2016

Portfolio Value

$1.8T

Holdings

286

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
201
LSTRLANDSTAR SYS INC
33,800$2.2B0.12%
202
GWRUSDGENESEE & WYO INC
34,700$2.2B0.12%
203
APDAIR PRODS & CHEMS INC
15,000$2.2B0.12%
204
LAMRLAMAR ADVERTISING CO NEW
35,000$2.2B0.12%
205
CBCHUBB LIMITED
18,000$2.1B0.12%
206
HELEHELEN OF TROY CORP LTD
20,500$2.1B0.12%
207
NJRNEW JERSEY RES
55,200$2.0B0.11%
208
ADVISORY BRD CO
62,200$2.0B0.11%
209
NDSNNORDSON CORP
25,800$2.0B0.11%
210
JKHYHENRY JACK & ASSOC INC
22,800$1.9B0.11%
211
CAKECHEESECAKE FACTORY INC
36,200$1.9B0.11%
212
TIFEURTIFFANY & CO NEW
26,000$1.9B0.11%
213
CLECO CORP NEW
34,400$1.9B0.11%
214
AKORN INC
79,000$1.9B0.10%
215
OKEONEOK INC NEW
62,000$1.9B0.10%
216
TEVATEVA PHARMACEUTICAL INDS LTD
34,237$1.8B0.10%
217
EXLSEXLSERVICE HOLDINGS INC
34,700$1.8B0.10%
218
PLAYDAVE & BUSTERS ENTMT INC
45,300$1.8B0.10%
219
EL PASO ELEC CO
37,800$1.7B0.10%
220
MANHMANHATTAN ASSOCS INC
29,200$1.7B0.09%
221
KOFCOCA COLA FEMSA S A B DE C V
20,000$1.7B0.09%
222
ABBVABBVIE INC
29,000$1.7B0.09%
223
PLUSEPLUS INC
19,900$1.6B0.09%
224
STERIS PLC
22,000$1.6B0.09%
225
AIR METHODS CORP
41,800$1.5B0.08%
226
TRMBTRIMBLE NAVIGATION LTD
60,800$1.5B0.08%
227
USCRU S CONCRETE INC
24,600$1.5B0.08%
228
PKGPACKAGING CORP AMER
24,200$1.5B0.08%
229
ALLIED WRLD ASSUR COM HLDG A
41,400$1.4B0.08%
230
CP.TOCANADIAN PAC RY LTD
10,600$1.4B0.08%
231
TQJSIGNATURE BK NEW YORK N Y
10,100$1.4B0.08%
232
OXMOXFORD INDS INC
20,400$1.4B0.08%
233
MCXMCCORMICK & CO INC
13,400$1.3B0.07%
234
TMKTORCHMARK CORP
23,900$1.3B0.07%
235
NORTHWEST NAT GAS CO
23,800$1.3B0.07%
236
OSISOSI SYSTEMS INC
19,400$1.3B0.07%
237
ENRENERGIZER HLDGS INC NEW
31,300$1.3B0.07%
238
PAYCPAYCOM SOFTWARE INC
34,600$1.2B0.07%
239
FELEFRANKLIN ELEC INC
37,100$1.2B0.07%
240
SYNTEL INC
22,700$1.1B0.06%
241
RUSHARUSH ENTERPRISES INC
59,300$1.1B0.06%
242
ATROASTRONICS CORP
26,900$1.0B0.06%
243
VSTOEURVISTA OUTDOOR INC
19,400$1.0B0.06%
244
UHSUNIVERSAL HLTH SVCS INC
8,000$998.0M0.06%
245
ELVANTHEM INC
7,000$973.0M0.05%
246
EQUITY ONE
33,700$966.0M0.05%
247
NWENORTHWESTERN CORP
15,600$963.0M0.05%
248
SAICSCIENCE APPLICATNS INTL CP N
17,900$955.0M0.05%
249
DC4DEXCOM INC
13,500$917.0M0.05%
250
BIGGQBIG LOTS INC
19,800$897.0M0.05%
251
KAPSTONE PAPER & PACKAGING C
62,800$870.0M0.05%
252
AITAPPLIED INDL TECHNOLOGIES IN
18,400$799.0M0.04%
253
CVGWCALAVO GROWERS INC
13,000$742.0M0.04%
254
ANIXTER INTL INC
13,800$719.0M0.04%
255
OSKOSHKOSH CORP
17,000$695.0M0.04%
256
HORNBECK OFFSHORE SVCS INC N
66,200$657.0M0.04%
257
CHRCHURCHILL DOWNS INC
4,400$651.0M0.04%
258
CLBCORE LABORATORIES N V
5,700$641.0M0.04%
259
ESGRENSTAR GROUP LIMITED
3,900$634.0M0.04%
260
DSW INC
22,000$608.0M0.03%
261
ICEINTERCONTINENTAL EXCHANGE IN
2,400$564.0M0.03%
262
OIIOCEANEERING INTL INC
16,400$545.0M0.03%
263
RYAAYRYANAIR HLDGS PLC
5,850$502.0M0.03%
264
LUXOTTICA GROUP S P A
9,000$495.0M0.03%
265
DRQEURDRIL-QUIP INC
8,000$484.0M0.03%
266
CHEMTURA CORP
16,400$433.0M0.02%
267
TRPTRANSCANADA CORP
11,000$432.0M0.02%
268
ATWOOD OCEANICS INC
42,200$387.0M0.02%
269
BUWABIO RAD LABS INC
2,800$383.0M0.02%
270
NSZNETSCOUT SYS INC
15,500$356.0M0.02%
271
CBSHCOMMERCE BANCSHARES INC
7,650$344.0M0.02%
272
WLYWILEY JOHN & SONS INC
7,000$342.0M0.02%
273
BOKFBOK FINL CORP
5,600$306.0M0.02%
274
RESTORATION HARDWARE HLDGS I
7,000$293.0M0.02%
275
UAAUNDER ARMOUR INC
3,000$254.0M0.01%
276
CACCCREDIT ACCEP CORP MICH
1,100$200.0M0.01%
277
USALIBERTY ALL STAR EQUITY FD
23,644$118.0M0.01%
278
BDJBLACKROCK ENHANCED EQT DIV T
15,700$118.0M0.01%
279
GABGABELLI EQUITY TR INC
21,595$117.0M0.01%
280
ETJEATON VANCE RISK MNGD DIV EQ
12,337$117.0M0.01%
281
EODWELLS FARGO GLOBAL DIVIDEND
17,390$104.0M0.01%
282
XIGDXVOYA GLBL EQTY DIV & PREM OP
14,162$100.0M0.01%
283
IGRCBRE CLARION GLOBAL REAL EST
10,328$81.0M0.00%
284
GGNGAMCO GLOBAL GOLD NAT RES &
13,844$78.0M0.00%
285
ALPINE TOTAL DYNAMIC DIVID F
10,228$77.0M0.00%
286
ALPINE GLOBAL PREMIER PPTYS
11,437$64.0M0.00%
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