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 | 126,420 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 232,988 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
| ACUITY BRANDS INC-W/D | COM | 00508Y102 | 31,438 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 308,045 | 1,870,000 | SH | SOLE | 1,870,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,415,252 | 1,172,100 | SH | SOLE | 1,172,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 337,098 | 3,585,000 | SH | SOLE | 3,585,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 21,468 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 237,160 | 5,545,000 | SH | SOLE | 5,545,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 562,463 | 4,780,000 | SH | SOLE | 4,780,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 48,163 | 719,500 | SH | SOLE | 719,500 | 0 | 0 | ||
| DOLLAR GENERAL | COM | 256677105 | 98,907 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 370,581 | 2,364,000 | SH | SOLE | 2,364,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 424,255 | 2,580,000 | SH | SOLE | 2,580,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 166,824 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 419,487 | 4,933,980 | SH | SOLE | 4,933,980 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 9,364 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 202,038 | 1,390,300 | SH | SOLE | 1,390,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 130,830 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,257,343 | 10,985,000 | SH | SOLE | 10,985,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 107,744 | 10,400,000 | SH | SOLE | 10,400,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 209,657 | 2,475,000 | SH | SOLE | 2,475,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 511,632 | 2,728,265 | SH | SOLE | 2,728,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 445,995 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 290,444 | 2,530,000 | SH | SOLE | 2,530,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | COM | L8681T102 | 232,199 | 1,284,000 | SH | SOLE | 1,284,000 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 238,077 | 2,219,000 | SH | SOLE | 2,219,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 888,444 | 7,932,538 | SH | SOLE | 7,932,538 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 136,785 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 218,592 | 4,140,000 | SH | SOLE | 4,140,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 42,849 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 177,857 | 1,589,000 | SH | SOLE | 1,589,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 403,754 | 4,321,000 | SH | SOLE | 4,321,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 565,688 | 3,770,000 | SH | SOLE | 3,770,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 120,624 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 724,802 | 13,790,000 | SH | SOLE | 13,790,000 | 0 | 0 | ||