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 | 51,969 | 995,000 | SH | SOLE | 995,000 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 1,055,866 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 306,933 | 7,100,000 | SH | SOLE | 7,100,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 335,432 | 5,035,000 | SH | SOLE | 5,035,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 137,667 | 1,805,000 | SH | SOLE | 1,805,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 258,956 | 2,264,000 | SH | SOLE | 2,264,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,096,994 | 1,410,000 | SH | SOLE | 1,410,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 52,971 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 162,072 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 365,381 | 2,655,000 | SH | SOLE | 2,655,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 927,346 | 9,678,000 | SH | SOLE | 9,678,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 62,268 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 97,681 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 294,243 | 3,726,948 | SH | SOLE | 3,726,948 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 166,650 | 4,160,000 | SH | SOLE | 4,160,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 271,852 | 4,900,000 | SH | SOLE | 4,900,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 49,900 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| NIELSEN HOLDINGS PLC | COM | G6518L108 | 207,789 | 4,459,000 | SH | SOLE | 4,459,000 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 34,380 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 305,880 | 2,981,000 | SH | SOLE | 2,981,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 242,145 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 398,164 | 2,517,000 | SH | SOLE | 2,517,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 30,150 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 891,519 | 12,572,538 | SH | SOLE | 12,572,538 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 366,030 | 5,880,000 | SH | SOLE | 5,880,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 292,011 | 3,614,000 | SH | SOLE | 3,614,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 91,508 | 1,979,843 | SH | SOLE | 1,979,843 | 0 | 0 | ||
| VISA INC | CL A | 92826C839 | 276,854 | 3,570,000 | SH | SOLE | 3,570,000 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 785,502 | 14,450,000 | SH | SOLE | 14,450,000 | 0 | 0 | ||