The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 208 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 914,190 | 7,762,500 | SH | SOLE | 7,762,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 340,260 | 5,626,000 | SH | SOLE | 5,626,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 349,127 | 5,035,000 | SH | SOLE | 5,035,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 315,246 | 3,595,000 | SH | SOLE | 3,595,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 158,759 | 1,388,000 | SH | SOLE | 1,388,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 726,657 | 1,310,000 | SH | SOLE | 1,310,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 45,028 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 188,648 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 377,978 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 781,476 | 8,288,000 | SH | SOLE | 8,288,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 78,468 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 342,199 | 3,403,948 | SH | SOLE | 3,403,948 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 166,676 | 2,535,000 | SH | SOLE | 2,535,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 252,061 | 6,200,000 | SH | SOLE | 6,200,000 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO | CL A | 553530106 | 7,220 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 74,485 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 319,668 | 2,756,000 | SH | SOLE | 2,756,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 237,060 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 340,254 | 2,437,000 | SH | SOLE | 2,437,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 802,811 | 11,460,538 | SH | SOLE | 11,460,538 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 142,637 | 1,894,000 | SH | SOLE | 1,894,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 314,167 | 3,339,000 | SH | SOLE | 3,339,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 109,240 | 2,229,843 | SH | SOLE | 2,229,843 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 701,760 | 12,900,000 | SH | SOLE | 12,900,000 | 0 | 0 | ||