| 1 |
WELLS FARGO & CO NEW |
15,190,000 |
845,324 |
7.58% |
|
|
| 2 |
WABTEC CORP |
1,000,000 |
78,000 |
0.70% |
|
|
| 3 |
VISA INC |
4,145,000 |
368,408 |
3.30% |
|
|
| 4 |
VARIAN MED SYS INC |
2,839,000 |
258,718 |
2.32% |
|
|
| 5 |
VAREX IMAGING CORP |
1,495,600 |
50,252 |
0.45% |
|
|
| 6 |
V F CORP |
6,391,000 |
351,313 |
3.15% |
|
|
| 7 |
US BANCORP DEL |
2,460,000 |
126,690 |
1.14% |
|
|
| 8 |
TJX COS INC NEW |
9,307,538 |
735,854 |
6.60% |
|
|
| 9 |
STERICYCLE INC |
540,000 |
44,761 |
0.40% |
|
|
| 10 |
SIGNATURE BANK |
2,172,428 |
322,367 |
2.89% |
|
|
| 11 |
ROSS STORES INC |
4,300,000 |
283,241 |
2.54% |
|
|
| 12 |
ROCKWELL AUTOMATION INC |
2,623,265 |
408,469 |
3.66% |
|
|
| 13 |
POLARIS INDS INC |
550,000 |
46,090 |
0.41% |
|
|
| 14 |
NIKE INC |
4,839,900 |
269,728 |
2.42% |
|
|
| 15 |
NIELSEN HLDGS PLC |
7,179,000 |
296,493 |
2.66% |
|
|
| 16 |
NEW YORK CMNTY BANCORP INC |
3,800,000 |
53,086 |
0.48% |
|
|
| 17 |
MICROSOFT CORP |
7,450,000 |
490,657 |
4.40% |
|
|
| 18 |
MICHAEL KORS HLDGS LTD |
535,000 |
20,389 |
0.18% |
|
|
| 19 |
MEAD JOHNSON NUTRITI |
4,071,908 |
362,726 |
3.25% |
|
|
| 20 |
LINCOLN ELEC HLDGS INC |
1,200,000 |
104,172 |
0.93% |
|
|
| 21 |
LAUDER ESTEE COS INC |
2,840,300 |
240,829 |
2.16% |
|
|
| 22 |
L BRANDS INC |
10,383,000 |
488,935 |
4.38% |
|
|
| 23 |
INTERNATIONAL BUSINESS MACHS |
800,000 |
139,312 |
1.25% |
|
|
| 24 |
HENRY SCHEIN INC |
2,506,990 |
426,113 |
3.82% |
|
|
| 25 |
GRAINGER W W INC |
200,000 |
46,552 |
0.42% |
|
|
| 26 |
GRACO INC |
1,232,800 |
115,969 |
1.04% |
|
|
| 27 |
FACEBOOK INC |
1,970,000 |
279,838 |
2.51% |
|
|
| 28 |
ECOLAB INC |
2,264,000 |
283,770 |
2.54% |
|
|
| 29 |
DEERE & CO |
930,000 |
101,240 |
0.91% |
|
|
| 30 |
COLGATE PALMOLIVE CO |
2,824,500 |
206,725 |
1.85% |
|
|
| 31 |
CHECK POINT SOFTWARE TECH LT |
4,245,000 |
435,792 |
3.91% |
|
|
| 32 |
BORGWARNER INC |
7,425,000 |
310,291 |
2.78% |
|
|
| 33 |
AUTOLIV INC |
8,462,500 |
870,107 |
7.80% |
|
|
| 34 |
ANALOG DEVICES INC |
719,510 |
58,964 |
0.53% |
|
|
| 35 |
AMPHENOL CORP NEW |
3,425,000 |
243,689 |
2.19% |
|
|
| 36 |
ALPHABET INC |
1,637,100 |
1,387,933 |
12.44% |
|
|
