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 | 1,583,366 | 1,503,100 | SH | SOLE | 1,503,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 300,749 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 179,858 | 2,019,510 | SH | SOLE | 2,019,510 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 1,054,573 | 8,262,500 | SH | SOLE | 8,262,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 270,469 | 5,295,000 | SH | SOLE | 5,295,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 484,942 | 4,680,000 | SH | SOLE | 4,680,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 213,250 | 2,824,500 | SH | SOLE | 2,824,500 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 111,933 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 330,669 | 2,464,000 | SH | SOLE | 2,464,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 455,422 | 2,580,000 | SH | SOLE | 2,580,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 162,792 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| GRAINGER (W.W) | COM | 384802104 | 25,515 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 371,394 | 5,313,980 | SH | SOLE | 5,313,980 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 12,843 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 625,160 | 10,383,000 | SH | SOLE | 10,383,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 265,991 | 2,090,300 | SH | SOLE | 2,090,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 119,041 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 813,105 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 148,314 | 11,400,000 | SH | SOLE | 11,400,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 178,506 | 4,904,000 | SH | SOLE | 4,904,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 315,397 | 5,039,900 | SH | SOLE | 5,039,900 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 30,995 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 482,951 | 2,458,265 | SH | SOLE | 2,458,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 369,196 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 321,353 | 2,341,200 | SH | SOLE | 2,341,200 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 26,516 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 694,360 | 9,082,538 | SH | SOLE | 9,082,538 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 95,056 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 144,211 | 2,690,000 | SH | SOLE | 2,690,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 60,063 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 273,948 | 2,464,000 | SH | SOLE | 2,464,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 353,006 | 4,771,000 | SH | SOLE | 4,771,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 430,760 | 3,770,000 | SH | SOLE | 3,770,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 93,644 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 913,680 | 15,040,000 | SH | SOLE | 15,040,000 | 0 | 0 | ||