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 | 1,521,815 | 1,637,100 | SH | SOLE | 1,637,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 252,902 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 55,978 | 719,510 | SH | SOLE | 719,510 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 927,062 | 8,462,500 | SH | SOLE | 8,462,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 232,768 | 5,495,000 | SH | SOLE | 5,495,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 463,002 | 4,245,000 | SH | SOLE | 4,245,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 209,380 | 2,824,500 | SH | SOLE | 2,824,500 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 100,726 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 327,096 | 2,464,000 | SH | SOLE | 2,464,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 389,477 | 2,580,000 | SH | SOLE | 2,580,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 131,124 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| GRAINGER (W.W) | COM | 384802104 | 36,106 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 458,829 | 2,506,990 | SH | SOLE | 2,506,990 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | 8,153 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 559,540 | 10,383,000 | SH | SOLE | 10,383,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 291,808 | 3,040,300 | SH | SOLE | 3,040,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 110,472 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 19,394 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 553,163 | 8,025,000 | SH | SOLE | 8,025,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 137,865 | 10,500,000 | SH | SOLE | 10,500,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 292,928 | 7,579,000 | SH | SOLE | 7,579,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 344,554 | 5,839,900 | SH | SOLE | 5,839,900 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 50,726 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 408,668 | 2,523,265 | SH | SOLE | 2,523,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 254,012 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 336,032 | 2,341,200 | SH | SOLE | 2,341,200 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 29,765 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 655,305 | 9,082,538 | SH | SOLE | 9,082,538 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 139,665 | 2,690,000 | SH | SOLE | 2,690,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 50,521 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 292,956 | 2,839,000 | SH | SOLE | 2,839,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 368,122 | 6,391,000 | SH | SOLE | 6,391,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 362,967 | 3,870,000 | SH | SOLE | 3,870,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 91,500 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 841,830 | 15,190,000 | SH | SOLE | 15,190,000 | 0 | 0 | ||