EULAV Asset Management Q1 2017 Filing

Filed May 12, 2017

Portfolio Value

$2.0T

Holdings

292

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
201
VACMARRIOTT VACATIONS WRLDWDE C
23,500$2.3B0.12%
202
AWGASBURY AUTOMOTIVE GROUP INC
38,700$2.3B0.12%
203
LAMRLAMAR ADVERTISING CO NEW
30,000$2.2B0.11%
204
NJRNEW JERSEY RES
55,200$2.2B0.11%
205
VALIDUS HOLDINGS LTD
38,500$2.2B0.11%
206
CORECORE MARK HOLDING CO INC
69,400$2.2B0.11%
207
VMIVALMONT INDS INC
13,800$2.1B0.11%
208
LGFEURLIONS GATE ENTMNT CORP
80,000$2.1B0.11%
209
APDAIR PRODS & CHEMS INC
15,000$2.0B0.10%
210
BF/BBROWN FORMAN CORP
42,600$2.0B0.10%
211
ITTITT INC
46,700$1.9B0.10%
212
NVROEURNEVRO CORP
20,400$1.9B0.10%
213
EL PASO ELEC CO
37,800$1.9B0.10%
214
DHRB & G FOODS INC NEW
47,400$1.9B0.10%
215
AKORN INC
79,000$1.9B0.10%
216
PKGPACKAGING CORP AMER
20,500$1.9B0.10%
217
TMKTORCHMARK CORP
23,900$1.8B0.09%
218
AWNADVANCE AUTO PARTS INC
12,200$1.8B0.09%
219
AIR METHODS CORP
41,800$1.8B0.09%
220
GOOGALPHABET INC
2,100$1.7B0.09%
221
SPBSPECTRUM BRANDS HLDGS INC
12,400$1.7B0.09%
222
PRAAPRA GROUP INC
51,600$1.7B0.09%
223
WRIGHT MED GROUP N V
53,200$1.7B0.08%
224
XPOXPO LOGISTICS INC
34,000$1.6B0.08%
225
FBINFORTUNE BRANDS HOME & SEC IN
26,600$1.6B0.08%
226
ADPAUTOMATIC DATA PROCESSING IN
15,700$1.6B0.08%
227
USCRU S CONCRETE INC
24,600$1.6B0.08%
228
NEOGNEOGEN CORP
24,000$1.6B0.08%
229
VTYVERINT SYS INC
35,800$1.6B0.08%
230
TQJSIGNATURE BK NEW YORK N Y
10,100$1.5B0.08%
231
KAPSTONE PAPER & PACKAGING C
62,800$1.5B0.07%
232
KEXKIRBY CORP
20,500$1.4B0.07%
233
GIBGROUPE CGI INC
29,500$1.4B0.07%
234
NORTHWEST NAT GAS CO
23,800$1.4B0.07%
235
MZTILANCASTER COLONY CORP
10,600$1.4B0.07%
236
RUSHARUSH ENTERPRISES INC
40,600$1.3B0.07%
237
PRIPRIMERICA INC
15,500$1.3B0.06%
238
PRAHPRA HEALTH SCIENCES INC
19,200$1.3B0.06%
239
AITAPPLIED INDL TECHNOLOGIES IN
19,900$1.2B0.06%
240
GWRUSDGENESEE & WYO INC
17,800$1.2B0.06%
241
DYDYCOM INDS INC
12,500$1.2B0.06%
242
ESSESSEX PPTY TR INC
4,953$1.1B0.06%
243
MRCYMERCURY SYS INC
26,800$1.0B0.05%
244
JBTJOHN BEAN TECHNOLOGIES CORP
11,900$1.0B0.05%
245
FELEFRANKLIN ELEC INC
23,800$1.0B0.05%
246
TREXTREX CO INC
14,500$1.0B0.05%
247
AOSSMITH A O
18,600$952.0M0.05%
248
OXMOXFORD INDS INC
16,400$939.0M0.05%
249
NWENORTHWESTERN CORP
15,600$916.0M0.05%
250
WIXWIX COM LTD
13,200$896.0M0.05%
251
BUWABIO RAD LABS INC
4,400$877.0M0.04%
252
PODDINSULET CORP
19,800$853.0M0.04%
253
LYDALL INC DEL
15,600$836.0M0.04%
254
COHREURCOHERENT INC
4,000$823.0M0.04%
255
TECH DATA CORP
7,900$742.0M0.04%
256
BIGGQBIG LOTS INC
14,800$720.0M0.04%
257
ICEINTERCONTINENTAL EXCHANGE IN
12,000$718.0M0.04%
258
TFXTELEFLEX INC
3,700$717.0M0.04%
259
ENBENBRIDGE INC
16,700$699.0M0.04%
260
PLCECHILDRENS PL INC
5,800$696.0M0.04%
261
CPSCOOPER STD HLDGS INC
6,200$688.0M0.04%
262
BOBEUSDBOB EVANS FARMS INC
10,600$688.0M0.04%
263
SYNASYNAPTICS INC
13,700$678.0M0.03%
264
GDOTGREEN DOT CORP
20,200$674.0M0.03%
265
ESGRENSTAR GROUP LIMITED
3,500$670.0M0.03%
266
ADVISORY BRD CO
14,200$665.0M0.03%
267
CALMCAL MAINE FOODS INC
17,600$648.0M0.03%
268
PAYCPAYCOM SOFTWARE INC
10,500$604.0M0.03%
269
NSZNETSCOUT SYS INC
15,500$588.0M0.03%
270
CHEMTURA CORP
16,400$548.0M0.03%
271
TSAACI WORLDWIDE INC
25,400$543.0M0.03%
272
FIVEFIVE BELOW INC
12,000$520.0M0.03%
273
GIIIG-III APPAREL GROUP LTD
23,000$503.0M0.03%
274
ELLIE MAE INC
5,000$501.0M0.03%
275
AAOIAPPLIED OPTOELECTRONICS INC
8,000$449.0M0.02%
276
IEIINSIGHT ENTERPRISES INC
10,700$440.0M0.02%
277
COHRII VI INC
12,100$436.0M0.02%
278
BCPCBALCHEM CORP
5,200$429.0M0.02%
279
WAGEWORKS INC
5,800$419.0M0.02%
280
MLIMUELLER INDS INC
11,800$404.0M0.02%
281
NUTRI SYS INC NEW
7,200$400.0M0.02%
282
NSPINSPERITY INC
4,200$372.0M0.02%
283
ANETEURARISTA NETWORKS INC
2,800$370.0M0.02%
284
EMEEMCOR GROUP INC
5,700$359.0M0.02%
285
BLKBBLACKBAUD INC
4,300$330.0M0.02%
286
CHKPCHECK POINT SOFTWARE TECH LT
3,000$308.0M0.02%
287
CA8ACACI INTL INC
2,300$270.0M0.01%
288
CVCOCAVCO INDS INC DEL
2,100$244.0M0.01%
289
VSMEURVERSUM MATLS INC
7,500$229.0M0.01%
290
TRMBTRIMBLE INC
7,000$224.0M0.01%
291
USALIBERTY ALL STAR EQUITY FD
12,800$70.0M0.00%
292
XBGYXBLACKROCK INTL GRWTH & INC T
11,300$65.0M0.00%
PreviousPage 3 of 3