| 1 |
WELLS FARGO & CO NEW |
15,415,000 |
729,900 |
7.14% |
|
|
| 2 |
TJX COS INC NEW |
12,022,538 |
928,260 |
9.09% |
|
|
| 3 |
L BRANDS INC |
10,803,000 |
725,421 |
7.10% |
|
|
| 4 |
AUTOLIV INC |
8,462,500 |
899,416 |
8.80% |
|
|
| 5 |
BORGWARNER INC |
7,100,000 |
209,592 |
2.05% |
|
|
| 6 |
V F CORP |
6,141,000 |
377,549 |
3.70% |
|
|
| 7 |
NIELSEN HLDGS PLC |
5,719,000 |
297,159 |
2.91% |
|
|
| 8 |
MICROSOFT CORP |
5,500,000 |
281,435 |
2.75% |
|
|
| 9 |
ROSS STORES INC |
5,000,000 |
283,400 |
2.77% |
|
|
| 10 |
NIKE INC |
4,210,000 |
232,392 |
2.27% |
|
|
| 11 |
VISA INC |
4,145,000 |
307,476 |
3.01% |
|
|
| 12 |
COLGATE PALMOLIVE CO |
3,930,000 |
287,597 |
2.81% |
|
|
| 13 |
MEAD JOHNSON NUTRITI |
3,626,948 |
329,146 |
3.22% |
|
|
| 14 |
VARIAN MED SYS INC |
3,614,000 |
297,035 |
2.91% |
|
|
| 15 |
CHECK POINT SOFTWARE TECH LT |
3,325,000 |
264,936 |
2.59% |
|
|
| 16 |
AMPHENOL CORP NEW |
3,245,000 |
186,003 |
1.82% |
|
|
| 17 |
Linear Technology Corp |
3,100,000 |
144,212 |
1.41% |
|
|
| 18 |
ROCKWELL AUTOMATION INC |
2,981,000 |
342,249 |
3.35% |
|
|
| 19 |
INTERNATIONAL BUSINESS MACHS |
2,500,000 |
379,550 |
3.71% |
|
|
| 20 |
ECOLAB INC |
2,364,000 |
280,347 |
2.74% |
|
|
| 21 |
SIGNATURE BANK |
2,166,200 |
270,537 |
2.65% |
|
|
| 22 |
HENRY SCHEIN INC |
2,017,090 |
356,601 |
3.49% |
|
|
| 23 |
DEERE & CO |
1,845,800 |
149,584 |
1.46% |
|
|
| 24 |
ALPHABET INC |
1,687,100 |
1,186,048 |
11.61% |
|
|
| 25 |
NATIONAL OILWELL VARCO INC |
1,490,000 |
50,124 |
0.49% |
|
|
| 26 |
LINCOLN ELEC HLDGS INC |
1,200,000 |
70,920 |
0.69% |
|
|
| 27 |
GRACO INC |
905,800 |
71,531 |
0.70% |
|
|
| 28 |
MICHAEL KORS HLDGS LTD |
735,000 |
36,346 |
0.36% |
|
|
| 29 |
STERICYCLE INC |
700,000 |
72,877 |
0.71% |
|
|
| 30 |
POLARIS INDS INC |
550,000 |
44,962 |
0.44% |
|
|
| 31 |
WABTEC CORP |
483,450 |
33,938 |
0.33% |
|
|
| 32 |
GRAINGER W W INC |
400,000 |
90,892 |
0.89% |
|
|
