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 |
| 3M CO | COM | 88579Y101 | 88,528 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 137,376 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| ACUITY BRANDS INC-W/D | COM | 00508Y102 | 23,178 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 124,218 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,539,199 | 1,363,100 | SH | SOLE | 1,363,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 312,433 | 3,585,000 | SH | SOLE | 3,585,000 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 212,895 | 2,219,510 | SH | SOLE | 2,219,510 | 0 | 0 | ||
| AUTOLIV, INC.(S) | COM | 052800109 | 847,956 | 8,206,200 | SH | SOLE | 8,206,200 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 228,691 | 5,295,000 | SH | SOLE | 5,295,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 492,644 | 5,045,000 | SH | SOLE | 5,045,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 149,031 | 2,299,500 | SH | SOLE | 2,299,500 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 331,764 | 2,364,000 | SH | SOLE | 2,364,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 501,294 | 2,580,000 | SH | SOLE | 2,580,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 162,828 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 400,480 | 5,513,980 | SH | SOLE | 5,513,980 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 13,237 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 138,116 | 3,745,000 | SH | SOLE | 3,745,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 198,354 | 1,390,300 | SH | SOLE | 1,390,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 122,850 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,083,231 | 10,985,000 | SH | SOLE | 10,985,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 119,508 | 10,825,000 | SH | SOLE | 10,825,000 | 0 | 0 | ||
| NIELSEN HOLDING PLC | COM | G6518L108 | 70,559 | 2,282,000 | SH | SOLE | 2,282,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 239,070 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 395,315 | 2,378,265 | SH | SOLE | 2,378,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 400,020 | 4,720,000 | SH | SOLE | 4,720,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 318,361 | 2,490,700 | SH | SOLE | 2,490,700 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | SHS | L8681T102 | 256,474 | 1,524,000 | SH | SOLE | 1,524,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 785,952 | 8,257,538 | SH | SOLE | 8,257,538 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 99,220 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 207,041 | 4,140,000 | SH | SOLE | 4,140,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 55,472 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 180,701 | 1,589,000 | SH | SOLE | 1,589,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 356,499 | 4,371,000 | SH | SOLE | 4,371,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 500,166 | 3,770,000 | SH | SOLE | 3,770,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 113,344 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 764,931 | 13,790,000 | SH | SOLE | 13,790,000 | 0 | 0 | ||