The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMPHENOL CORP | CL A | 032095101 | 187,626 | 3,245,000 | SH | SOLE | 3,245,000 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 1,002,637 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 272,640 | 7,100,000 | SH | SOLE | 7,100,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | COM | M22465104 | 181,850 | 2,079,000 | SH | SOLE | 2,079,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 343,359 | 4,860,000 | SH | SOLE | 4,860,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 160,139 | 2,080,000 | SH | SOLE | 2,080,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 263,633 | 2,364,000 | SH | SOLE | 2,364,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,194,778 | 1,566,100 | SH | SOLE | 1,566,100 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 61,711 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 163,401 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 375,596 | 2,480,000 | SH | SOLE | 2,480,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 877,046 | 9,988,000 | SH | SOLE | 9,988,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 70,284 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 133,680 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 318,803 | 3,751,948 | SH | SOLE | 3,751,948 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 80,314 | 1,410,000 | SH | SOLE | 1,410,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 229,204 | 4,150,000 | SH | SOLE | 4,150,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 46,339 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| NIELSEN HOLDINGS PLC | COM | G6518L108 | 267,723 | 5,084,000 | SH | SOLE | 5,084,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 98,967 | 1,610,000 | SH | SOLE | 1,610,000 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 54,164 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 339,089 | 2,981,000 | SH | SOLE | 2,981,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 276,472 | 4,775,000 | SH | SOLE | 4,775,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 434,510 | 2,517,000 | SH | SOLE | 2,517,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 238,891 | 1,755,000 | SH | SOLE | 1,755,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 75,714 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 941,966 | 12,022,538 | SH | SOLE | 12,022,538 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 397,691 | 6,141,000 | SH | SOLE | 6,141,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 289,192 | 3,614,000 | SH | SOLE | 3,614,000 | 0 | 0 | ||
| VISA INC | CL A | 92826C839 | 301,714 | 3,945,000 | SH | SOLE | 3,945,000 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 698,802 | 14,450,000 | SH | SOLE | 14,450,000 | 0 | 0 | ||