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 |
| ALPHABET INC | CL A | 02079K305 | 1,342,778 | 1,694,100 | SH | SOLE | 1,694,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 242,256 | 3,605,000 | SH | SOLE | 3,605,000 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 946,288 | 8,362,500 | SH | SOLE | 8,362,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 292,842 | 7,425,000 | SH | SOLE | 7,425,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 358,533 | 4,245,000 | SH | SOLE | 4,245,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 234,897 | 3,589,500 | SH | SOLE | 3,589,500 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 95,827 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 253,664 | 2,164,000 | SH | SOLE | 2,164,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 97,869 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 102,458 | 1,232,800 | SH | SOLE | 1,232,800 | 0 | 0 | ||
| GRAINGER (W.W) | COM | 384802104 | 75,481 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 380,275 | 2,506,590 | SH | SOLE | 2,506,590 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 236,536 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 719,829 | 10,933,000 | SH | SOLE | 10,933,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 182,811 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 107,338 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 193,316 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| MEAD JOHNSON | COM | 582839106 | 299,913 | 4,238,448 | SH | SOLE | 4,238,448 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 22,994 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 431,873 | 6,950,000 | SH | SOLE | 6,950,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 283,330 | 6,754,000 | SH | SOLE | 6,754,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 239,409 | 4,710,000 | SH | SOLE | 4,710,000 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 45,314 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 375,415 | 2,793,265 | SH | SOLE | 2,793,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 314,880 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 284,058 | 1,891,200 | SH | SOLE | 1,891,200 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 53,921 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 744,750 | 9,907,538 | SH | SOLE | 9,907,538 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 10,274 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 266,108 | 2,964,000 | SH | SOLE | 2,964,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 327,622 | 6,141,000 | SH | SOLE | 6,141,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 323,973 | 4,145,000 | SH | SOLE | 4,145,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 66,378 | 799,540 | SH | SOLE | 799,540 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 871,723 | 15,815,000 | SH | SOLE | 15,815,000 | 0 | 0 | ||