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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 94,402 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,467,575 | 1,416,100 | SH | SOLE | 1,416,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 295,064 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 184,038 | 2,019,510 | SH | SOLE | 2,019,510 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 1,178,706 | 8,212,500 | SH | SOLE | 8,212,500 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 265,862 | 5,295,000 | SH | SOLE | 5,295,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 487,214 | 4,905,000 | SH | SOLE | 4,905,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 164,851 | 2,299,500 | SH | SOLE | 2,299,500 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 337,716 | 2,464,000 | SH | SOLE | 2,464,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 412,284 | 2,580,000 | SH | SOLE | 2,580,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 164,592 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 370,539 | 5,513,980 | SH | SOLE | 5,513,980 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 14,003 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 345,042 | 9,032,500 | SH | SOLE | 9,032,500 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 252,987 | 1,690,300 | SH | SOLE | 1,690,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 116,896 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 880,370 | 9,650,000 | SH | SOLE | 9,650,000 | 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 | 155,898 | 4,904,000 | SH | SOLE | 4,904,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 333,742 | 5,039,900 | SH | SOLE | 5,039,900 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 14,316 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 416,292 | 2,378,265 | SH | SOLE | 2,378,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 367,782 | 4,720,000 | SH | SOLE | 4,720,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 346,382 | 2,441,200 | SH | SOLE | 2,441,200 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 657,253 | 8,057,538 | SH | SOLE | 8,057,538 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 86,810 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 186,345 | 3,690,000 | SH | SOLE | 3,690,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 53,513 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 210,222 | 1,714,000 | SH | SOLE | 1,714,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 324,022 | 4,371,000 | SH | SOLE | 4,371,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 450,930 | 3,770,000 | SH | SOLE | 3,770,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 93,576 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 748,939 | 14,290,000 | SH | SOLE | 14,290,000 | 0 | 0 | ||