EULAV Asset Management Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$1.8T

Holdings

272

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
201
NDSNNORDSON CORP
25,800$2.2B0.12%
202
APDAIR PRODS & CHEMS INC
15,000$2.1B0.12%
203
NJRNEW JERSEY RES
55,200$2.1B0.12%
204
LAMRLAMAR ADVERTISING CO NEW
32,000$2.1B0.12%
205
PLAYDAVE & BUSTERS ENTMT INC
45,300$2.1B0.12%
206
AWGASBURY AUTOMOTIVE GROUP INC
38,700$2.0B0.11%
207
GWRUSDGENESEE & WYO INC
33,700$2.0B0.11%
208
CVGWCALAVO GROWERS INC
29,300$2.0B0.11%
209
MANHMANHATTAN ASSOCS INC
29,200$1.9B0.10%
210
EL PASO ELEC CO
37,800$1.8B0.10%
211
PRAAPRA GROUP INC
73,400$1.8B0.10%
212
AMGAFFILIATED MANAGERS GROUP
12,300$1.7B0.09%
213
DREW INDS INC
20,300$1.7B0.09%
214
TEVATEVA PHARMACEUTICAL INDS LTD
34,237$1.7B0.09%
215
CHRCHURCHILL DOWNS INC
13,300$1.7B0.09%
216
KOFCOCA COLA FEMSA S A B DE C V
20,000$1.7B0.09%
217
PKGPACKAGING CORP AMER
24,200$1.6B0.09%
218
ENRENERGIZER HLDGS INC NEW
31,300$1.6B0.09%
219
THSTREEHOUSE FOODS INC
15,100$1.6B0.09%
220
NORTHWEST NAT GAS CO
23,800$1.5B0.08%
221
TFXTELEFLEX INC
8,700$1.5B0.08%
222
STERIS PLC
22,000$1.5B0.08%
223
AIR METHODS CORP
41,800$1.5B0.08%
224
USCRU S CONCRETE INC
24,600$1.5B0.08%
225
EQTEQT CORP
19,200$1.5B0.08%
226
TRMBTRIMBLE NAVIGATION LTD
60,800$1.5B0.08%
227
TMKTORCHMARK CORP
23,900$1.5B0.08%
228
ALLIED WRLD ASSUR COM HLDG A
41,400$1.5B0.08%
229
CANTEL MEDICAL CORP
21,000$1.4B0.08%
230
CP.TOCANADIAN PAC RY LTD
10,600$1.4B0.07%
231
AAONAAON INC
49,100$1.4B0.07%
232
USPHU S PHYSICAL THERAPY INC
21,000$1.3B0.07%
233
TQJSIGNATURE BK NEW YORK N Y
10,100$1.3B0.07%
234
IWOISHARES TR
9,200$1.3B0.07%
235
FELEFRANKLIN ELEC INC
37,100$1.2B0.07%
236
ADVISORY BRD CO
33,900$1.2B0.07%
237
OXMOXFORD INDS INC
20,400$1.2B0.06%
238
SYNTEL INC
22,700$1.0B0.06%
239
BIGGQBIG LOTS INC
19,800$992.0M0.05%
240
NWENORTHWESTERN CORP
15,600$984.0M0.05%
241
EPCEDGEWELL PERS CARE CO
11,400$962.0M0.05%
242
VSTOEURVISTA OUTDOOR INC
19,400$926.0M0.05%
243
ELVANTHEM INC
7,000$919.0M0.05%
244
ATROASTRONICS CORP
26,900$895.0M0.05%
245
RUSHARUSH ENTERPRISES INC
40,600$875.0M0.05%
246
AITAPPLIED INDL TECHNOLOGIES IN
18,400$831.0M0.05%
247
KAPSTONE PAPER & PACKAGING C
62,800$817.0M0.04%
248
ESGRENSTAR GROUP LIMITED
3,900$632.0M0.03%
249
GIBGROUPE CGI INC
14,600$624.0M0.03%
250
ICEINTERCONTINENTAL EXCHANGE IN
2,400$614.0M0.03%
251
HORNBECK OFFSHORE SVCS INC N
66,200$552.0M0.03%
252
ATWOOD OCEANICS INC
42,200$528.0M0.03%
253
TRPTRANSCANADA CORP
11,000$497.0M0.03%
254
DSW INC
22,000$466.0M0.03%
255
LUXOTTICA GROUP S P A
9,000$440.0M0.02%
256
CHEMTURA CORP
16,400$433.0M0.02%
257
RYAAYRYANAIR HLDGS PLC
5,850$407.0M0.02%
258
BUWABIO RAD LABS INC
2,800$400.0M0.02%
259
CBSHCOMMERCE BANCSHARES INC
7,650$366.0M0.02%
260
DHRB & G FOODS INC NEW
7,400$357.0M0.02%
261
BOKFBOK FINL CORP
5,600$351.0M0.02%
262
NSZNETSCOUT SYS INC
15,500$345.0M0.02%
263
CACCCREDIT ACCEP CORP MICH
1,100$204.0M0.01%
264
RESTORATION HARDWARE HLDGS I
7,000$201.0M0.01%
265
CMPCOMPASS MINERALS INTL INC
2,700$200.0M0.01%
266
BDJBLACKROCK ENHANCED EQT DIV T
14,200$112.0M0.01%
267
ETJEATON VANCE RISK MNGD DIV EQ
11,000$107.0M0.01%
268
USALIBERTY ALL STAR EQUITY FD
21,300$107.0M0.01%
269
GABGABELLI EQUITY TR INC
19,100$105.0M0.01%
270
EODWELLS FARGO GLOBAL DIVIDEND
15,500$93.0M0.01%
271
XIGDXVOYA GLBL EQTY DIV & PREM OP
12,600$87.0M0.00%
272
XBGYXBLACKROCK INTL GRWTH & INC T
11,250$65.0M0.00%
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