EULAV Asset Management Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$2.1T

Holdings

299

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (299 positions)

#StockSharesValue% PortfolioType
201
AGXARGAN INC
41,000$1.8B0.09%
202
ADPAUTOMATIC DATA PROCESSING IN
15,700$1.8B0.09%
203
FBINFORTUNE BRANDS HOME & SEC IN
26,600$1.8B0.09%
204
AOSSMITH A O
28,600$1.8B0.08%
205
TREXTREX CO INC
16,000$1.7B0.08%
206
CITCINTAS CORP
10,900$1.7B0.08%
207
DHRB & G FOODS INC NEW
47,400$1.7B0.08%
208
GIBGROUPE CGI INC
30,000$1.6B0.08%
209
VALIDUS HOLDINGS LTD
34,200$1.6B0.08%
210
DYDYCOM INDS INC
14,300$1.6B0.08%
211
LFUSLITTELFUSE INC
7,800$1.5B0.07%
212
MZTILANCASTER COLONY CORP
11,600$1.5B0.07%
213
BLKBBLACKBAUD INC
15,800$1.5B0.07%
214
JBTJOHN BEAN TECHNOLOGIES CORP
13,100$1.5B0.07%
215
MRCYMERCURY SYS INC
27,800$1.4B0.07%
216
NORTHWEST NAT GAS CO
23,800$1.4B0.07%
217
TXRHTEXAS ROADHOUSE INC
26,400$1.4B0.07%
218
TQJSIGNATURE BK NEW YORK N Y
10,100$1.4B0.07%
219
PRAHPRA HEALTH SCIENCES INC
15,200$1.4B0.07%
220
PODDINSULET CORP
19,800$1.4B0.06%
221
AWGASBURY AUTOMOTIVE GROUP INC
21,200$1.4B0.06%
222
CORECORE MARK HOLDING CO INC
42,700$1.3B0.06%
223
POLYONE CORP
30,400$1.3B0.06%
224
PAYCPAYCOM SOFTWARE INC
16,300$1.3B0.06%
225
AWNADVANCE AUTO PARTS INC
12,200$1.2B0.06%
226
WWWWOLVERINE WORLD WIDE INC
36,600$1.2B0.06%
227
SPBSPECTRUM BRANDS HLDGS INC
10,300$1.2B0.05%
228
CDNSCADENCE DESIGN SYSTEM INC
26,000$1.1B0.05%
229
TIVITY HEALTH INC
29,300$1.1B0.05%
230
BUWABIO RAD LABS INC
4,400$1.1B0.05%
231
NSPINSPERITY INC
18,200$1.0B0.05%
232
ILG INC
36,000$1.0B0.05%
233
BCPCBALCHEM CORP
12,700$1.0B0.05%
234
COHREURCOHERENT INC
3,500$988.0M0.05%
235
BOBEUSDBOB EVANS FARMS INC
12,100$954.0M0.05%
236
CVLTCOMMVAULT SYSTEMS INC
17,900$940.0M0.04%
237
NWENORTHWESTERN CORP
15,600$931.0M0.04%
238
TFXTELEFLEX INC
3,700$921.0M0.04%
239
PLCECHILDRENS PL INC
6,300$916.0M0.04%
240
EXPOEXPONENT INC
12,700$903.0M0.04%
241
CPSCOOPER STD HLDGS INC
7,100$870.0M0.04%
242
AFGAMERICAN FINL GROUP INC OHIO
8,000$868.0M0.04%
243
KAIKADANT INC
8,600$863.0M0.04%
244
ICEINTERCONTINENTAL EXCHANGE IN
12,000$847.0M0.04%
245
TSAACI WORLDWIDE INC
37,100$841.0M0.04%
246
CVCOCAVCO INDS INC DEL
5,500$839.0M0.04%
247
BIGGQBIG LOTS INC
14,800$831.0M0.04%
248
MLIMUELLER INDS INC
23,000$815.0M0.04%
249
BERYEURBERRY GLOBAL GROUP INC
13,800$810.0M0.04%
250
LYDALL INC DEL
15,600$792.0M0.04%
251
NEWREURNEW RELIC INC
13,400$774.0M0.04%
252
TNETTRINET GROUP INC
16,300$723.0M0.03%
253
KLX INC
10,500$717.0M0.03%
254
ALLERGAN PLC
4,272$699.0M0.03%
255
VTYVERINT SYS INC
16,500$691.0M0.03%
256
WRIGHT MED GROUP N V
30,200$670.0M0.03%
257
AFWALIGN TECHNOLOGY INC
3,000$667.0M0.03%
258
ANETEURARISTA NETWORKS INC
2,800$660.0M0.03%
259
FELEFRANKLIN ELEC INC
14,100$647.0M0.03%
260
PLNTPLANET FITNESS INC
18,200$630.0M0.03%
261
ADSKAUTODESK INC
6,000$629.0M0.03%
262
BWXTBWX TECHNOLOGIES INC
10,300$623.0M0.03%
263
TDOCTELADOC INC
17,000$592.0M0.03%
264
GGGGRACO INC
12,900$583.0M0.03%
265
CALMCAL MAINE FOODS INC
12,600$560.0M0.03%
266
WDWALKER & DUNLOP INC
11,800$560.0M0.03%
267
WTSWATTS WATER TECHNOLOGIES INC
7,100$539.0M0.03%
268
S9QSPIRIT AEROSYSTEMS HLDGS INC
6,000$523.0M0.02%
269
LNWOSCIENTIFIC GAMES CORP
10,000$513.0M0.02%
270
COHRII VI INC
10,500$493.0M0.02%
271
CA8ACACI INTL INC
3,700$490.0M0.02%
272
MKTXMARKETAXESS HLDGS INC
2,400$484.0M0.02%
273
AMWDAMERICAN WOODMARK CORP
3,600$469.0M0.02%
274
NUTRI SYS INC NEW
8,900$468.0M0.02%
275
SLABSILICON LABORATORIES INC
5,100$450.0M0.02%
276
BCOBRINKS CO
5,500$433.0M0.02%
277
ACLSAXCELIS TECHNOLOGIES INC
15,000$430.0M0.02%
278
ESGRENSTAR GROUP LIMITED
2,100$422.0M0.02%
279
BRBROADRIDGE FINL SOLUTIONS IN
4,600$417.0M0.02%
280
IEIINSIGHT ENTERPRISES INC
10,800$414.0M0.02%
281
TTDTHE TRADE DESK INC
9,000$412.0M0.02%
282
FIVEFIVE BELOW INC
6,200$411.0M0.02%
283
ITRIITRON INC
6,000$409.0M0.02%
284
ETRAE TRADE FINANCIAL CORP
8,000$397.0M0.02%
285
RG6ROGERS CORP
2,400$389.0M0.02%
286
TDCTERADATA CORP DEL
10,000$385.0M0.02%
287
QLYSQUALYS INC
6,400$380.0M0.02%
288
SEDGSOLAREDGE TECHNOLOGIES INC
9,000$338.0M0.02%
289
DORMDORMAN PRODUCTS INC
5,500$336.0M0.02%
290
PRAAPRA GROUP INC
9,800$325.0M0.02%
291
IPGPIPG PHOTONICS CORP
1,500$321.0M0.02%
292
GVAGRANITE CONSTR INC
5,000$317.0M0.01%
293
EMEEMCOR GROUP INC
3,800$311.0M0.01%
294
AAOIAPPLIED OPTOELECTRONICS INC
8,000$303.0M0.01%
295
TRMBTRIMBLE INC
7,000$284.0M0.01%
296
GBXGREENBRIER COS INC
4,600$245.0M0.01%
297
AANUSDAARONS INC
5,600$223.0M0.01%
298
USALIBERTY ALL STAR EQUITY FD
14,800$93.0M0.00%
299
GABGABELLI EQUITY TR INC
12,000$74.0M0.00%
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