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 | 4,994 | 60,000 | SH | SOLE | None | 60,000 | 0 | 0 | |
| AMER EXPRESS CO | COM | 025816109 | 260,913 | 3,339,900 | SH | SOLE | None | 3,339,900 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 7,094 | 10,400 | SH | SOLE | None | 10,400 | 0 | 0 | |
| BAIDU INC | SPONSORED ADR REP A | 056752108 | 7,294 | 35,000 | SH | SOLE | None | 35,000 | 0 | 0 | |
| BAXTER INTL INC | COM | 071813109 | 458,275 | 6,690,150 | SH | SOLE | None | 6,690,150 | 0 | 0 | |
| COMCAST CORP NEW | COM | 20030N101 | 632,782 | 11,205,623 | SH | SOLE | None | 11,205,623 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 430,761 | 4,173,639 | SH | SOLE | None | 4,173,639 | 0 | 0 | |
| FRANCO NEVADA CORP | COM | 351858105 | 5,150 | 106,100 | SH | SOLE | None | 106,100 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 294,839 | 531,529 | SH | SOLE | None | 531,529 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 191,416 | 349,300 | SH | SOLE | None | 349,300 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 277,607 | 6,326,500 | SH | SOLE | None | 6,326,500 | 0 | 0 | |
| LABORATORY CRP OF AMER HLDGS | COM | 50540R409 | 242,736 | 1,925,104 | SH | SOLE | None | 1,925,104 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 248,741 | 1,225,567 | SH | SOLE | None | 1,225,567 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 689,731 | 16,965,468 | SH | SOLE | None | 16,965,468 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 12,850 | 123,800 | SH | SOLE | None | 123,800 | 0 | 0 | |
| NETEASE INC | SPON ADR | 64110W102 | 3,159 | 30,000 | SH | SOLE | None | 30,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 517,552 | 11,994,247 | SH | SOLE | None | 11,994,247 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 436,463 | 6,294,540 | SH | SOLE | None | 6,294,540 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 12,920 | 180,000 | SH | SOLE | None | 180,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 30,289 | 363,000 | SH | SOLE | None | 363,000 | 0 | 0 | |
| SIRONA DENTAL SYSTEMS INC | COM | 82966C103 | 67,660 | 751,866 | SH | SOLE | None | 751,866 | 0 | 0 | |
| TIME WARNER CABLE | COM | 88732J207 | 242,206 | 1,616,000 | SH | SOLE | None | 1,616,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 517,721 | 4,376,708 | SH | SOLE | None | 4,376,708 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 402,878 | 4,281,833 | SH | SOLE | None | 4,281,833 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 347,019 | 2,791,334 | SH | SOLE | None | 2,791,334 | 0 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 5,455 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |