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 |
| ALIBABA GROUP HLDG LTD | SP ADR | 01609W102 | 147 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 922,497 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 275,534 | 6,625,000 | SH | SOLE | 6,625,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 319,521 | 5,035,000 | SH | SOLE | 5,035,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 189,070 | 2,555,000 | SH | SOLE | 2,555,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 237,434 | 2,164,000 | SH | SOLE | 2,164,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 900,102 | 1,410,000 | SH | SOLE | 1,410,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 49,267 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 172,008 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 384,895 | 2,655,000 | SH | SOLE | 2,655,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 787,556 | 8,738,000 | SH | SOLE | 8,738,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 62,916 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 88,770 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 258,294 | 3,668,948 | SH | SOLE | 3,668,948 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 112,358 | 2,660,000 | SH | SOLE | 2,660,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 283,264 | 6,400,000 | SH | SOLE | 6,400,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 56,098 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| NIELSEN HOLDINGS PLC | COM | G6518L108 | 108,746 | 2,429,000 | SH | SOLE | 2,429,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 279,651 | 2,756,000 | SH | SOLE | 2,756,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 218,115 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 334,056 | 2,517,000 | SH | SOLE | 2,517,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 867,220 | 12,142,538 | SH | SOLE | 12,142,538 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 141,126 | 2,069,000 | SH | SOLE | 2,069,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 255,574 | 3,464,000 | SH | SOLE | 3,464,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 97,020 | 2,229,843 | SH | SOLE | 2,229,843 | 0 | 0 | ||
| VISA INC | CL A | 92826C839 | 245,655 | 3,526,479 | SH | SOLE | 3,526,479 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 708,630 | 13,800,000 | SH | SOLE | 13,800,000 | 0 | 0 | ||