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 | 121,317 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 233,640 | 4,950,000 | SH | SOLE | 4,950,000 | 0 | 0 | ||
| ACUITY BRANDS INC-W/D | COM | 00508Y102 | 55,160 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED | 01609W102 | 387,125 | 2,285,000 | SH | SOLE | 2,285,000 | 0 | 0 | ||
| ALPHABET INC | CL A | 02079K305 | 1,285,453 | 1,188,100 | SH | SOLE | 1,188,100 | 0 | 0 | ||
| AMAZON.COM INC. | COM | 023135106 | 95,432 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| AMPHENOL CORPORATION | CL A | 032095101 | 415,770 | 4,335,000 | SH | SOLE | 4,335,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 23,545 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| BORG WARNER INC | COM | 099724106 | 242,249 | 5,774,700 | SH | SOLE | 5,774,700 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COM | M22465104 | 564,177 | 4,880,000 | SH | SOLE | 4,880,000 | 0 | 0 | ||
| CINTAS CORPORATION | COM | 172908105 | 19,815 | 83,500 | SH | SOLE | 83,500 | 0 | 0 | ||
| COVETRUS INC | COM | 22304C100 | 42,879 | 1,751,592 | SH | SOLE | 1,751,592 | 0 | 0 | ||
| DOLLAR GENERAL | COM | 256677105 | 296,340 | 2,193,000 | SH | SOLE | 2,193,000 | 0 | 0 | ||
| ECOLAB | COM | 278865100 | 425,832 | 2,164,000 | SH | SOLE | 2,164,000 | 0 | 0 | ||
| GRACO INC | COM | 384109104 | 180,576 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| HENRY SCHEIN | COM | 806407102 | 306,003 | 4,378,980 | SH | SOLE | 4,378,980 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 43,533 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| IPG PHOTONICS GROUP | COM | 44980X109 | 30,848 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| KONTOOR BRANDS INC | COM | 50050N103 | 16,172 | 577,142 | SH | SOLE | 577,142 | 0 | 0 | ||
| LAUDER (ESTEE) CO. | CL A | 518439104 | 220,204 | 1,203,300 | SH | SOLE | 1,203,300 | 0 | 0 | ||
| LINCOLN ELECTRIC HOLDINGS | COM | 533900106 | 119,364 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,601,683 | 11,960,000 | SH | SOLE | 11,960,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 194,928 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 518,835 | 3,168,265 | SH | SOLE | 3,168,265 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 421,218 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
| SIGNATURE BANK | COM | 82669G104 | 317,888 | 2,630,000 | SH | SOLE | 2,630,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S.A | SHS | L8681T102 | 298,519 | 2,049,000 | SH | SOLE | 2,049,000 | 0 | 0 | ||
| SVB FINANCIAL GROUP | COM | 78486Q101 | 22,453 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 470,154 | 4,104,000 | SH | SOLE | 4,104,000 | 0 | 0 | ||
| TJX COS INC | COM | 872540109 | 799,889 | 15,135,076 | SH | SOLE | 15,135,076 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 142,229 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| U.S. BANCORP | COM | 902973304 | 284,784 | 5,440,000 | SH | SOLE | 5,440,000 | 0 | 0 | ||
| VAREX IMAGING CORPORATION | COM | 92214X106 | 45,840 | 1,495,600 | SH | SOLE | 1,495,600 | 0 | 0 | ||
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 178,116 | 1,309,000 | SH | SOLE | 1,309,000 | 0 | 0 | ||
| VF CORP | COM | 918204108 | 353,177 | 4,040,000 | SH | SOLE | 4,040,000 | 0 | 0 | ||
| VISA INC A | CL A | 92826C839 | 674,237 | 3,905,000 | SH | SOLE | 3,905,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 104,023 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| WELLS FARGO & CO DEL | COM | 949746101 | 659,362 | 13,940,000 | SH | SOLE | 13,940,000 | 0 | 0 | ||