0001085146-23-001285.txt : 20230214
0001085146-23-001285.hdr.sgml : 20230214
20230214153041
ACCESSION NUMBER: 0001085146-23-001285
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EULAV Asset Management
CENTRAL INDEX KEY: 0001540826
IRS NUMBER: 274466514
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0430
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14654
FILM NUMBER: 23627960
BUSINESS ADDRESS:
STREET 1: 7 TIMES SQUARE
STREET 2: SUITE 1606
CITY: NEW YORK
STATE: NY
ZIP: 10036
BUSINESS PHONE: 212-907-1900
MAIL ADDRESS:
STREET 1: 7 TIMES SQUARE
STREET 2: SUITE 1606
CITY: NEW YORK
STATE: NY
ZIP: 10036
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001540826
XXXXXXXX
12-31-2022
12-31-2022
false
EULAV Asset Management
7 Times Square
SUITE 1606
NEW YORK
NY
10036
13F HOLDINGS REPORT
028-14654
N
Mitchell E. Appel
Chief Executive Officer
212-907-1827
/s/ Mitchell E. Appel
New York
NY
02-14-2023
0
192
2329749736
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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SOLE
560000
0
0
ROKU INC
COM CL A
77543R102
BBG001ZZPQM2
3174600
78000
SH
SOLE
78000
0
0
ROLLINS INC
COM
775711104
BBG001S5VRG4
8442530
231049
SH
SOLE
231049
0
0
ROPER TECHNOLOGIES INC
COM
776696106
BBG001S9B362
31356339
72569
SH
SOLE
72569
0
0
RUSH ENTERPRISES INC
CL A
781846209
BBG001SKX0D1
1693872
32400
SH
SOLE
32400
0
0
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
52080490
155492
SH
SOLE
155492
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
31211686
235400
SH
SOLE
235400
0
0
SANMINA CORPORATION
COM
801056102
BBG001S5SYJ0
916640
16000
SH
SOLE
16000
0
0
SELECTIVE INS GROUP INC
COM
816300107
BBG001S5W2R6
2419053
27300
SH
SOLE
27300
0
0
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
36133959
93064
SH
SOLE
93064
0
0
SHOPIFY INC
CL A
82509L107
BBG004DW5NC7
3505710
101000
SH
SOLE
101000
0
0
SILGAN HOLDINGS INC
COM
827048109
BBG001S6VPD9
8947584
172600
SH
SOLE
172600
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
BBG009T22D67
2639700
22500
SH
SOLE
22500
0
0
SNAP INC
CL A
83304A106
BBG00441QMK5
4251250
475000
SH
SOLE
475000
0
0
SPLUNK INC
COM
848637104
BBG001TWMNG3
7662010
89000
SH
SOLE
89000
0
0
SPS COMM INC
COM
78463M107
BBG001T65R07
13420935
104500
SH
SOLE
104500
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
3968000
40000
SH
SOLE
40000
0
0
STIFEL FINL CORP
COM
860630102
BBG001S5W081
6095112
104422
SH
SOLE
104422
0
0
STRYKER CORPORATION
COM
863667101
BBG001S8FR03
7914386
32371
SH
SOLE
32371
0
0
SYNOPSYS INC
COM
871607107
BBG001S5VTR8
16796889
52607
SH
SOLE
52607
0
0
TD SYNNEX CORPORATION
COM
87162W100
BBG001SFQWB2
2026794
21400
SH
SOLE
21400
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
BBG001SDK336
50828561
127100
SH
SOLE
127100
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
6124017
49716
SH
SOLE
49716
0
0
TEXAS ROADHOUSE INC
COM
882681109
BBG001SLR3C1
3783520
41600
SH
SOLE
41600
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
54518310
99000
SH
SOLE
99000
0
0
TOPBUILD CORP
COM
89055F103
BBG0077VS2G6
3818356
24400
SH
SOLE
24400
0
0
TORO CO
COM
891092108
BBG001S5WX98
4256320
37600
SH
SOLE
37600
0
0
TRANSDIGM GROUP INC
COM
893641100
BBG001SPV1C1
63342790
100600
SH
SOLE
100600
0
0
TREX CO INC
COM
89531P105
BBG001SB6TV8
2709120
64000
SH
SOLE
64000
0
0
TRINET GROUP INC
COM
896288107
BBG001SDZPT3
3756120
55400
SH
SOLE
55400
0
0
TWILIO INC
CL A
90138F102
BBG0029ZX859
4308480
88000
SH
SOLE
88000
0
0
TYLER TECHNOLOGIES INC
COM
902252105
BBG001S5WZB0
33510328
103937
SH
SOLE
103937
0
0
U S PHYSICAL THERAPY
COM
90337L108
BBG001S71ZL9
6304134
77800
SH
SOLE
77800
0
0
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
16571944
670115
SH
SOLE
670115
0
0
ULTA BEAUTY INC
COM
90384S303
BBG00FWQ4W44
8919366
19015
SH
SOLE
19015
0
0
UNIFIRST CORP MASS
COM
904708104
BBG001S5X2B2
3126438
16200
SH
SOLE
16200
0
0
UNION PAC CORP
COM
907818108
BBG001S5X2M0
33982896
164113
SH
SOLE
164113
0
0
VAIL RESORTS INC
COM
91879Q109
BBG001S5TFD6
2383500
10000
SH
SOLE
10000
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
BBG001S68LJ8
12128760
42000
SH
SOLE
42000
0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
16415773
79013
SH
SOLE
79013
0
0
VISTEON CORP
COM NEW
92839U206
BBG001TCM086
2158695
16500
SH
SOLE
16500
0
0
WALKER & DUNLOP INC
COM
93148P102
BBG001T0JGM5
3052872
38900
SH
SOLE
38900
0
0
WASTE CONNECTIONS INC
COM
94106B101
BBG001SKJ4K1
17163604
129478
SH
SOLE
129478
0
0
WATTS WATER TECHNOLOGIES INC
CL A
942749102
BBG001S6N6Y7
7771686
53147
SH
SOLE
53147
0
0
WINGSTOP INC
COM
974155103
BBG008N298X9
3000116
21800
SH
SOLE
21800
0
0
WOODWARD INC
COM
980745103
BBG001S6YZC5
8984730
93000
SH
SOLE
93000
0
0
WORKDAY INC
CL A
98138H101
BBG001T21KQ7
8533830
51000
SH
SOLE
51000
0
0
WORKIVA INC
COM CL A
98139A105
BBG007BVZ8J7
6415308
76400
SH
SOLE
76400
0
0
ZIFF DAVIS INC
COM
48123V102
BBG001SD21P6
3108630
39300
SH
SOLE
39300
0
0
ZOETIS INC
CL A
98978V103
BBG0039320P7
3663750
25000
SH
SOLE
25000
0
0