EULAV Asset Management Q3 2020 Filing

Filed November 5, 2020

Portfolio Value

$3.4T

Holdings

251

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
201
RUSHARUSH ENTERPRISES INC
38,600$2.0B0.06%
202
EHTHEHEALTH INC
24,300$1.9B0.06%
203
GDDYGODADDY INC
25,000$1.9B0.06%
204
CNMDCONMED CORP
22,700$1.8B0.05%
205
LHCGUSDLHC GROUP INC
8,100$1.7B0.05%
206
MIMECAST LTD
35,700$1.7B0.05%
207
PLNTPLANET FITNESS INC
26,700$1.6B0.05%
208
LFUSLITTELFUSE INC
9,200$1.6B0.05%
209
JBTJOHN BEAN TECHNOLOGIES CORP
17,400$1.6B0.05%
210
WEXWEX INC
11,500$1.6B0.05%
211
SFIXSTITCH FIX INC
58,000$1.6B0.05%
212
MEDPMEDPACE HLDGS INC
13,900$1.6B0.05%
213
TNETTRINET GROUP INC
26,000$1.5B0.05%
214
BRBROADRIDGE FINL SOLUTIONS IN
11,600$1.5B0.05%
215
LPSNUSDLIVEPERSON INC
29,100$1.5B0.04%
216
NPOENPRO INDS INC
26,400$1.5B0.04%
217
KAIKADANT INC
13,500$1.5B0.04%
218
NSPINSPERITY INC
21,200$1.4B0.04%
219
SYNASYNAPTICS INC
17,000$1.4B0.04%
220
CRLCHARLES RIV LABS INTL INC
6,000$1.4B0.04%
221
DYDYCOM INDS INC
24,900$1.3B0.04%
222
AITAPPLIED INDL TECHNOLOGIES IN
23,300$1.3B0.04%
223
FNFABRINET
20,000$1.3B0.04%
224
AJRDEURAEROJET ROCKETDYNE HLDGS INC
31,000$1.2B0.04%
225
TXRHTEXAS ROADHOUSE INC
19,800$1.2B0.04%
226
RXNEURREXNORD CORP
40,000$1.2B0.04%
227
KAMNUSDKAMAN CORP
29,600$1.2B0.03%
228
VCVISTEON CORP
16,500$1.1B0.03%
229
JBHTHUNT J B TRANS SVCS INC
9,000$1.1B0.03%
230
CA8ACACI INTL INC
5,300$1.1B0.03%
231
MEDMEDIFAST INC
6,400$1.1B0.03%
232
MZTILANCASTER COLONY CORP
5,600$1.0B0.03%
233
RG6ROGERS CORP
9,300$912.0M0.03%
234
ASGNASGN INC
14,200$903.0M0.03%
235
BLKBBLACKBAUD INC
15,800$882.0M0.03%
236
TCMDTACTILE SYS TECHNOLOGY INC
23,500$860.0M0.03%
237
HSICHENRY SCHEIN INC
14,600$858.0M0.03%
238
PETQEURPETIQ INC
25,600$843.0M0.02%
239
GATXGATX CORP
11,500$733.0M0.02%
240
CANTEL MED CORP
16,500$725.0M0.02%
241
SHAKSHAKE SHACK INC
11,200$722.0M0.02%
242
PNTGPENNANT GROUP INC
18,300$706.0M0.02%
243
USCRU S CONCRETE INC
22,800$662.0M0.02%
244
AMWDAMERICAN WOODMARK CORPORATIO
8,400$660.0M0.02%
245
ENVAENOVA INTL INC
34,700$569.0M0.02%
246
SIGISELECTIVE INS GROUP INC
9,100$469.0M0.01%
247
CABOT MICROELECTRONICS CORP
3,160$451.0M0.01%
248
SSFSENSIENT TECHNOLOGIES CORP
6,800$393.0M0.01%
249
HGVHILTON GRAND VACATIONS INC
17,900$376.0M0.01%
250
ABMABM INDS INC
9,000$330.0M0.01%
251
PLAYDAVE & BUSTERS ENTMT INC
18,900$287.0M0.01%
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