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 | 264 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 795,271 | 7,862,500 | SH | SOLE | 7,862,500 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 127,960 | 2,311,000 | SH | SOLE | 2,311,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 352,601 | 5,035,000 | SH | SOLE | 5,035,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 321,573 | 3,595,000 | SH | SOLE | 3,595,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 122,815 | 1,166,000 | SH | SOLE | 1,166,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 661,071 | 1,235,000 | SH | SOLE | 1,235,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 44,154 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 206,016 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 256,961 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 707,989 | 8,220,000 | SH | SOLE | 8,220,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 | 68,393 | 979,000 | SH | SOLE | 979,000 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 325,950 | 3,212,600 | SH | SOLE | 3,212,600 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 177,496 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 268,014 | 5,700,000 | SH | SOLE | 5,700,000 | 0 | 0 | ||
| MSC INDUSTRIAL DIRECT CO | CL A | 553530106 | 8,232 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 98,713 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| NOW INC | COM | 67011P100 | 17,714 | 672,500 | SH | SOLE | 672,500 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 121,969 | 1,086,000 | SH | SOLE | 1,086,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 211,320 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| SCHEIN HENRY INC | COM | 806407102 | 301,041 | 2,187,000 | SH | SOLE | 2,187,000 | 0 | 0 | ||
| SIGMA ALDRICH CORP | COM | 826552101 | 274,500 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 586,629 | 8,571,438 | SH | SOLE | 8,571,438 | 0 | 0 | ||
| V.F. CORPORATION | COM | 918204108 | 157,301 | 2,094,000 | SH | SOLE | 2,094,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 293,865 | 3,339,000 | SH | SOLE | 3,339,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 81,856 | 1,729,843 | SH | SOLE | 1,729,843 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 310,352 | 5,600,000 | SH | SOLE | 5,600,000 | 0 | 0 | ||