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 CORPORATION | CL A | 032095101 | 217,416 | 3,350,008 | SH | SOLE | 3,350,008 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,356,428 | 1,687,100 | SH | SOLE | 1,687,100 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 898,858 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 261,137 | 7,425,000 | SH | SOLE | 7,425,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 266,018 | 3,589,500 | SH | SOLE | 3,589,500 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 329,412 | 4,245,000 | SH | SOLE | 4,245,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 121,979 | 1,430,000 | SH | SOLE | 1,430,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 263,272 | 2,164,000 | SH | SOLE | 2,164,000 | 0 | 0 | ||
| GRAINGER (W.W) | COM | 384802104 | 73,083 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 85,066 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 342,864 | 2,103,590 | SH | SOLE | 2,103,590 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 350,992 | 2,210,000 | SH | SOLE | 2,210,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 766,543 | 10,833,000 | SH | SOLE | 10,833,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 57,558 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 183,768 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 87,654 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MEAD JOHNSON | COM | 582839106 | 319,037 | 4,038,448 | SH | SOLE | 4,038,448 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 287,900 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 25,038 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 5,684 | 154,847 | SH | SOLE | 154,847 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 221,656 | 4,210,000 | SH | SOLE | 4,210,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 342,463 | 6,394,000 | SH | SOLE | 6,394,000 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 42,586 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 351,177 | 2,878,265 | SH | SOLE | 2,878,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 286,090 | 4,450,000 | SH | SOLE | 4,450,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 256,565 | 2,166,200 | SH | SOLE | 2,166,200 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 56,091 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 819,295 | 10,957,538 | SH | SOLE | 10,957,538 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 344,142 | 6,141,000 | SH | SOLE | 6,141,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 342,792 | 4,145,000 | SH | SOLE | 4,145,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 334,785 | 3,364,000 | SH | SOLE | 3,364,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 682,576 | 15,415,000 | SH | SOLE | 15,415,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 55,079 | 674,739 | SH | SOLE | 674,739 | 0 | 0 | ||