Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting PRAXAIR INC,PX,,Buy,74005P104,143699000.0,1211627.0,19.55 TEMPUR SEALY INTL INC,TPX,,Buy,88023U101,129395000.0,2788762.0,17.604 COTY INC,COTY,,Buy,222070203,128133000.0,7076778.0,17.432 SPECTRUM BRANDS HLDGS INC,SPB,,Buy,84763R101,94383000.0,679858.0,12.84 KRAFT HEINZ CO,KHC,,Buy,500754106,77296000.0,852310.0,10.516 SIGNET JEWELERS LIMITED,SIG,,Buy,G81276100,51948000.0,750922.0,7.067 ANHEUSER BUSCH INBEV SA/NV,BUD,sponsored adr,Buy,03524A108,9273000.0,85541.0,1.262