The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 113,568 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 196,560 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| ACUITY BRANDS INC-W/D | COM | 00508Y102 | 45,612 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED | 01609W102 | 317,889 | 2,285,000 | SH | SOLE | 2,285,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,179,927 | 1,127,100 | SH | SOLE | 1,127,100 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 324,575 | 4,035,000 | SH | SOLE | 4,035,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 16,437 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 191,247 | 5,545,000 | SH | SOLE | 5,545,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 512,492 | 4,980,000 | SH | SOLE | 4,980,000 | 0 | 0 | ||
| COLGATE-PALMOLIVE | COM | 194162103 | 42,897 | 719,500 | SH | SOLE | 719,500 | 0 | 0 | ||
| DOLLAR GENERAL | COM | 256677105 | 149,349 | 1,395,000 | SH | SOLE | 1,395,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 341,314 | 2,364,000 | SH | SOLE | 2,364,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 147,960 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 341,210 | 4,378,980 | SH | SOLE | 4,378,980 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 23,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 178,424 | 1,388,300 | SH | SOLE | 1,388,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 112,027 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,150,584 | 11,460,000 | SH | SOLE | 11,460,000 | 0 | 0 | ||
| NEW YORK COMMMUNITY CORP | COM | 649445103 | 95,784 | 10,400,000 | SH | SOLE | 10,400,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 181,442 | 2,475,000 | SH | SOLE | 2,475,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 406,239 | 2,728,265 | SH | SOLE | 2,728,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 346,715 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 257,731 | 2,530,000 | SH | SOLE | 2,530,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | SHS | L8681T102 | 144,013 | 1,284,000 | SH | SOLE | 1,284,000 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 322,144 | 3,434,000 | SH | SOLE | 3,434,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 662,916 | 15,135,076 | SH | SOLE | 15,135,076 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 98,146 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 187,087 | 4,140,000 | SH | SOLE | 4,140,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 35,296 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 155,526 | 1,389,000 | SH | SOLE | 1,389,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 295,011 | 4,181,000 | SH | SOLE | 4,181,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 493,531 | 3,770,000 | SH | SOLE | 3,770,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 78,810 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 631,168 | 13,790,000 | SH | SOLE | 13,790,000 | 0 | 0 | ||