EULAV Asset Management Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$2.0T

Holdings

291

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (291 positions)

#StockSharesValue% PortfolioType
201
FIXCOMFORT SYS USA INC
37,100$1.6B0.08%
202
KWRQUAKER CHEM CORP
9,100$1.6B0.08%
203
FCNFTI CONSULTING INC
24,000$1.6B0.08%
204
BLKBBLACKBAUD INC
25,300$1.6B0.08%
205
TXRHTEXAS ROADHOUSE INC
25,900$1.5B0.08%
206
OMCLOMNICELL INC
25,000$1.5B0.08%
207
VMIVALMONT INDS INC
13,800$1.5B0.08%
208
MRCYMERCURY SYS INC
32,300$1.5B0.08%
209
MMSIMERIT MED SYS INC
27,200$1.5B0.08%
210
PLAYDAVE & BUSTERS ENTMT INC
33,900$1.5B0.08%
211
AITAPPLIED INDL TECHNOLOGIES IN
28,000$1.5B0.08%
212
CVCOCAVCO INDS INC DEL
11,300$1.5B0.07%
213
PLNTPLANET FITNESS INC
26,700$1.4B0.07%
214
ALRMALARM COM HLDGS INC
27,500$1.4B0.07%
215
MEDMEDIFAST INC
11,400$1.4B0.07%
216
PRAHPRA HEALTH SCIENCES INC
15,200$1.4B0.07%
217
AYIACUITY BRANDS INC
12,000$1.4B0.07%
218
WTSWATTS WATER TECHNOLOGIES INC
21,000$1.4B0.07%
219
RUSHARUSH ENTERPRISES INC
38,600$1.3B0.07%
220
SWXSOUTHWEST GAS HOLDINGS INC
17,200$1.3B0.07%
221
NJRNEW JERSEY RES
25,300$1.2B0.06%
222
HAEHAEMONETICS CORP
11,500$1.2B0.06%
223
BGSB & G FOODS INC NEW
38,800$1.1B0.06%
224
APDAIR PRODS & CHEMS INC
7,000$1.1B0.06%
225
TNETTRINET GROUP INC
26,000$1.1B0.05%
226
XRAYDENTSPLY SIRONA INC
28,300$1.1B0.05%
227
KAIKADANT INC
12,900$1.1B0.05%
228
USCRU S CONCRETE INC
29,100$1.0B0.05%
229
CGNXCOGNEX CORP
25,800$998.0M0.05%
230
BCPCBALCHEM CORP
12,700$995.0M0.05%
231
AVNSAVANOS MED INC
22,100$990.0M0.05%
232
PODDINSULET CORP
12,200$968.0M0.05%
233
TUPTUPPERWARE BRANDS CORP
30,400$960.0M0.05%
234
TFXTELEFLEX INC
3,700$956.0M0.05%
235
JBTJOHN BEAN TECHNOLOGIES CORP
13,100$941.0M0.05%
236
MOVMOVADO GROUP INC
29,400$930.0M0.05%
237
TBCHTURTLE BEACH CORP
64,200$916.0M0.05%
238
TDOCTELADOC HEALTH INC
18,000$892.0M0.04%
239
NUTRI SYS INC NEW
20,300$891.0M0.04%
240
BOTTOMLINE TECH DEL INC
18,400$883.0M0.04%
241
POLYONE CORP
29,900$855.0M0.04%
242
GATXGATX CORP
11,500$814.0M0.04%
243
INSTRUCTURE INC
21,000$788.0M0.04%
244
TCMDTACTILE SYS TECHNOLOGY INC
17,200$783.0M0.04%
245
ASGNASGN INC
14,200$774.0M0.04%
246
CA8ACACI INTL INC
5,300$763.0M0.04%
247
LHCGUSDLHC GROUP INC
8,100$760.0M0.04%
248
PETQEURPETIQ INC
31,800$746.0M0.04%
249
AWGASBURY AUTOMOTIVE GROUP INC
11,100$740.0M0.04%
250
PKGPACKAGING CORP AMER
8,800$734.0M0.04%
251
QA4AGENTHERM INC
17,900$716.0M0.04%
252
BOINGO WIRELESS INC
34,700$714.0M0.04%
253
PRGSPROGRESS SOFTWARE CORP
19,600$696.0M0.03%
254
AZTABROOKS AUTOMATION INC
26,500$694.0M0.03%
255
SLABSILICON LABORATORIES INC
8,600$678.0M0.03%
256
PENNPENN NATL GAMING INC
35,000$659.0M0.03%
257
KAMNUSDKAMAN CORP
11,700$656.0M0.03%
258
AFWALIGN TECHNOLOGY INC
3,000$628.0M0.03%
259
PINCPREMIER INC
16,800$627.0M0.03%
260
IARTINTEGRA LIFESCIENCES HLDGS C
13,400$604.0M0.03%
261
WDWALKER & DUNLOP INC
13,800$597.0M0.03%
262
ANETEURARISTA NETWORKS INC
2,800$590.0M0.03%
263
SHUTTERFLY INC
14,600$588.0M0.03%
264
SHAKSHAKE SHACK INC
12,700$577.0M0.03%
265
PLCECHILDRENS PL INC
6,300$568.0M0.03%
266
BF/BBROWN FORMAN CORP
11,850$564.0M0.03%
267
SIGISELECTIVE INS GROUP INC
9,100$555.0M0.03%
268
GGGGRACO INC
12,900$540.0M0.03%
269
AXONAXON ENTERPRISE INC
12,200$534.0M0.03%
270
CALMCAL MAINE FOODS INC
12,600$533.0M0.03%
271
ENVAENOVA INTL INC
26,400$514.0M0.03%
272
MKTXMARKETAXESS HLDGS INC
2,400$507.0M0.03%
273
BLDTOPBUILD CORP
11,100$499.0M0.02%
274
CPSCOOPER STD HLDGS INC
8,000$497.0M0.02%
275
HGVHILTON GRAND VACATIONS INC
17,900$472.0M0.02%
276
AMWDAMERICAN WOODMARK CORPORATIO
8,400$468.0M0.02%
277
KFYKORN FERRY INTL
11,700$463.0M0.02%
278
SEDGSOLAREDGE TECHNOLOGIES INC
13,000$456.0M0.02%
279
S9QSPIRIT AEROSYSTEMS HLDGS INC
6,000$433.0M0.02%
280
GISGENERAL MLS INC
11,000$428.0M0.02%
281
PGTIUSDPGT INNOVATIONS INC
24,400$387.0M0.02%
282
COHREURCOHERENT INC
3,500$370.0M0.02%
283
ESGRENSTAR GROUP LIMITED
2,100$352.0M0.02%
284
LYDALL INC DEL
15,600$317.0M0.02%
285
CABOT MICROELECTRONICS CORP
3,160$301.0M0.02%
286
NVROEURNEVRO CORP
7,100$276.0M0.01%
287
AKORN INC
79,000$268.0M0.01%
288
KYNKAYNE ANDERSON MDSTM ENERGY
11,337$109.0M0.01%
289
USALIBERTY ALL STAR EQUITY FD
13,000$70.0M0.00%
290
XBGYXBLACKROCK ENHANCED INTL DIV
12,000$60.0M0.00%
291
XNROXNEUBERGER BERMAN RE ES SEC F
14,000$58.0M0.00%
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