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 LTD | SPONSORED ADS | 01609W102 | 4,936 | 60,000 | SH | SOLE | None | 60,000 | 0 | 0 | |
| AMER EXPRESS CO | COM | 025816109 | 401,945 | 5,171,700 | SH | SOLE | None | 5,171,700 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 6,936 | 10,400 | SH | SOLE | None | 10,400 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 534,017 | 7,636,450 | SH | SOLE | None | 7,636,450 | 0 | 0 | |
| COMCAST CORP | CLASS A | 20030N101 | 539,252 | 8,966,618 | SH | SOLE | None | 8,966,618 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 14,524 | 200,000 | SH | SOLE | None | 200,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 432,101 | 4,119,956 | SH | SOLE | None | 4,119,956 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 5,890 | 123,600 | SH | SOLE | None | 123,600 | 0 | 0 | |
| GOOGLE INC | CLASS A | 38259P508 | 319,287 | 591,229 | SH | SOLE | None | 591,229 | 0 | 0 | |
| GOOGLE INC | CLASS C | 38259P706 | 178,624 | 343,172 | SH | SOLE | None | 343,172 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 341,100 | 7,919,655 | SH | SOLE | None | 7,919,655 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 5,115 | 150,000 | SH | SOLE | None | 150,000 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 219,498 | 1,180,732 | SH | SOLE | None | 1,180,732 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 763,833 | 17,300,853 | SH | SOLE | None | 17,300,853 | 0 | 0 | |
| MOODY'S CORP | COM | 615369105 | 12,092 | 112,000 | SH | SOLE | None | 112,000 | 0 | 0 | |
| NETEASE INC | SPON ADR | 64110W102 | 4,346 | 30,000 | SH | SOLE | None | 30,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 502,324 | 12,464,627 | SH | SOLE | None | 12,464,627 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 426,208 | 6,805,167 | SH | SOLE | None | 6,805,167 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 6,764 | 120,000 | SH | SOLE | None | 120,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 31,287 | 363,000 | SH | SOLE | None | 363,000 | 0 | 0 | |
| SIRONA DENTAL SYSTEMS INC | COM | 82966C103 | 188,441 | 1,876,531 | SH | SOLE | None | 1,876,531 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 494,099 | 21,756,900 | SH | SOLE | None | 21,756,900 | 0 | 0 | |
| TIME WARNER CABLE | COM | 88732J207 | 339,948 | 1,908,000 | SH | SOLE | None | 1,908,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 558,102 | 4,574,608 | SH | SOLE | None | 4,574,608 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 397,778 | 4,716,923 | SH | SOLE | None | 4,716,923 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 353,242 | 2,751,531 | SH | SOLE | None | 2,751,531 | 0 | 0 | |
| WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 3,636 | 240,000 | SH | SOLE | None | 240,000 | 0 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 8,342 | 120,000 | SH | SOLE | None | 120,000 | 0 | 0 | |