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 | 1,387,933 | 1,637,100 | SH | SOLE | 1,637,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 243,689 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 58,964 | 719,510 | SH | SOLE | 719,510 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 870,107 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 310,291 | 7,425,000 | SH | SOLE | 7,425,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 435,792 | 4,245,000 | SH | SOLE | 4,245,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 206,725 | 2,824,500 | SH | SOLE | 2,824,500 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 101,240 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 283,770 | 2,264,000 | SH | SOLE | 2,264,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 279,838 | 1,970,000 | SH | SOLE | 1,970,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 115,969 | 1,232,800 | SH | SOLE | 1,232,800 | 0 | 0 | ||
| GRAINGER (W.W) | COM | 384802104 | 46,552 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 426,113 | 2,506,990 | SH | SOLE | 2,506,990 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 139,312 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 488,935 | 10,383,000 | SH | SOLE | 10,383,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 240,829 | 2,840,300 | SH | SOLE | 2,840,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 104,172 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MEAD JOHNSON | COM | 582839106 | 362,726 | 4,071,908 | SH | SOLE | 4,071,908 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 20,389 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 490,657 | 7,450,000 | SH | SOLE | 7,450,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 53,086 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 296,493 | 7,179,000 | SH | SOLE | 7,179,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 269,728 | 4,839,900 | SH | SOLE | 4,839,900 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 46,090 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 408,469 | 2,623,265 | SH | SOLE | 2,623,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 283,241 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 322,367 | 2,172,428 | SH | SOLE | 2,172,428 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 44,761 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 735,854 | 9,307,538 | SH | SOLE | 9,307,538 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 126,690 | 2,460,000 | SH | SOLE | 2,460,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 50,252 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 258,718 | 2,839,000 | SH | SOLE | 2,839,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 351,313 | 6,391,000 | SH | SOLE | 6,391,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 368,408 | 4,145,000 | SH | SOLE | 4,145,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 78,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 845,324 | 15,190,000 | SH | SOLE | 15,190,000 | 0 | 0 | ||