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 |
| ALIBABA GROUP HOLDING | SPONSORED ADS | 01609W102 | 19,087 | 240,000 | SH | SOLE | None | 240,000 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 492,177 | 2,129,805 | SH | SOLE | None | 2,129,805 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 539,645 | 767,053 | SH | SOLE | None | 767,053 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,681 | 6,764 | SH | SOLE | None | 6,764 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 465,400 | 7,659,651 | SH | SOLE | None | 7,659,651 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 276,627 | 1,675,004 | SH | SOLE | None | 1,675,004 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 412,969 | 9,132,431 | SH | SOLE | None | 9,132,431 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | 721,102 | 3,153,873 | SH | SOLE | None | 3,153,873 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 811,525 | 12,448,605 | SH | SOLE | None | 12,448,605 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 4,120 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 460,364 | 4,808,477 | SH | SOLE | None | 4,808,477 | 0 | 0 | |
| DENTSPLY SIRONA INC | COM | 24906P109 | 330,221 | 5,322,706 | SH | SOLE | None | 5,322,706 | 0 | 0 | |
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 431,253 | 5,689,355 | SH | SOLE | None | 5,689,355 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 3,993 | 52,500 | SH | SOLE | None | 52,500 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 398,998 | 8,809,857 | SH | SOLE | None | 8,809,857 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 575,005 | 11,237,143 | SH | SOLE | None | 11,237,143 | 0 | 0 | |
| MOMO INC | ADR | 60879B107 | 2,275 | 225,000 | SH | SOLE | None | 225,000 | 0 | 0 | |
| MOODY'S CORP | COM | 615369105 | 29,828 | 318,300 | SH | SOLE | None | 318,300 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 1,507 | 7,800 | SH | SOLE | None | 7,800 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 552,654 | 13,502,416 | SH | SOLE | None | 13,502,416 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 84,814 | 2,408,800 | SH | SOLE | None | 2,408,800 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 730 | 10,000 | SH | SOLE | None | 10,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 386,829 | 7,221,006 | SH | SOLE | None | 7,221,006 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 6,323 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 28,706 | 363,000 | SH | SOLE | None | 363,000 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 2,690 | 14,612 | SH | SOLE | None | 14,612 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 585,858 | 22,335,401 | SH | SOLE | None | 22,335,401 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 603,446 | 4,273,694 | SH | SOLE | None | 4,273,694 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 432,724 | 5,262,358 | SH | SOLE | None | 5,262,358 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 369,095 | 2,624,208 | SH | SOLE | None | 2,624,208 | 0 | 0 | |
| WELLTOWER INC | COM | 95040Q104 | 40,241 | 528,300 | SH | SOLE | None | 528,300 | 0 | 0 | |
| STERICYCLE INC | DEP PFD A 1/10 | 858912207 | 25,204 | 303,008 | SH | SOLE | None | 303,008 | 0 | 0 | |