The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 ADR 01609W102 3,538 60,000 SH   SOLE None 60,000 0 0
ALPHABET INC CL A 02079K305 396,427 620,999 SH   SOLE None 620,999 0 0
ALPHABET INC CL C 02079K107 60,867 100,041 SH   SOLE None 100,041 0 0
AMERICAN EXPRESS CO COM 025816109 466,107 6,287,700 SH   SOLE None 6,287,700 0 0
AUTOZONE INC COM 053332102 7,528 10,400 SH   SOLE None 10,400 0 0
BAXALTA INC COM 07177M103 350,774 11,132,150 SH   SOLE None 11,132,150 0 0
BAXTER INTERNATIONAL INC COM 071813109 282,318 8,594,150 SH   SOLE None 8,594,150 0 0
COMCAST CORP CL A 20030N101 672,687 11,826,417 SH   SOLE None 11,826,417 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 12,636 200,000 SH   SOLE None 200,000 0 0
CVS HEALTH CORP COM 126650100 408,309 4,232,056 SH   SOLE None 4,232,056 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G108 254,384 3,142,100 SH   SOLE None 3,142,100 0 0
FRANCO-NEVADA CORP COM 351858105 5,441 123,600 SH   SOLE None 123,600 0 0
HALLIBURTON CO COM 406216101 300,936 8,513,055 SH   SOLE None 8,513,055 0 0
JD COM INC SPON ADR CL A 47215P106 3,909 150,000 SH   SOLE None 150,000 0 0
MICROSOFT CORP COM 594918104 802,171 18,124,068 SH   SOLE None 18,124,068 0 0
MOODY'S CORP COM 615369105 25,836 263,100 SH   SOLE None 263,100 0 0
NETEASE INC SPON ADR 64110W102 3,604 30,000 SH   SOLE None 30,000 0 0
ORACLE CORP COM 68389X105 470,121 13,015,527 SH   SOLE None 13,015,527 0 0
QUALCOMM INC COM 747525103 365,830 6,808,667 SH   SOLE None 6,808,667 0 0
SCHLUMBERGER LTD COM 806857108 25,036 363,000 SH   SOLE None 363,000 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 234,293 2,510,103 SH   SOLE None 2,510,103 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 468,049 22,556,600 SH   SOLE None 22,556,600 0 0
TIME WARNER CABLE COM 88732J207 566,289 3,157,100 SH   SOLE None 3,157,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 550,538 4,745,608 SH   SOLE None 4,745,608 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 376,656 5,105,123 SH   SOLE None 5,105,123 0 0
WATERS CORP COM 941848103 322,882 2,731,431 SH   SOLE None 2,731,431 0 0
WESCO AIRCRAFT HOLDINGS INC COM 950814103 2,928 240,000 SH   SOLE None 240,000 0 0