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 | 206 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 929,622 | 7,962,500 | SH | SOLE | 7,962,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 341,040 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 329,339 | 5,035,000 | SH | SOLE | 5,035,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 286,783 | 2,955,000 | SH | SOLE | 2,955,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 199,455 | 1,764,000 | SH | SOLE | 1,764,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 734,454 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 44,323 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 189,320 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 431,862 | 2,655,000 | SH | SOLE | 2,655,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 731,963 | 8,538,000 | SH | SOLE | 8,538,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 73,068 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 11,942 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 318,382 | 3,528,948 | SH | SOLE | 3,528,948 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 111,959 | 2,660,000 | SH | SOLE | 2,660,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 273,730 | 6,200,000 | SH | SOLE | 6,200,000 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO | CL A | 553530106 | 4,500 | 64,500 | SH | SOLE | 64,500 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 71,937 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| NIELSEN NV | COM | N63218106 | 31,339 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 343,508 | 2,756,000 | SH | SOLE | 2,756,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 218,745 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 346,346 | 2,437,000 | SH | SOLE | 2,437,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 803,472 | 12,142,538 | SH | SOLE | 12,142,538 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 144,292 | 2,069,000 | SH | SOLE | 2,069,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 281,578 | 3,339,000 | SH | SOLE | 3,339,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 103,933 | 2,229,843 | SH | SOLE | 2,229,843 | 0 | 0 | ||
| VISA INC | CL A | 92826C839 | 110,126 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 753,616 | 13,400,000 | SH | SOLE | 13,400,000 | 0 | 0 | ||