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 HLDG LTD | SPONSORED ADS | 01609W102 | 6,236 | 60,000 | SH | SOLE | None | 60,000 | 0 | 0 | |
| ALLERGAN INC | COM | 018490102 | 297,116 | 1,397,600 | SH | SOLE | None | 1,397,600 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 6,439 | 10,400 | SH | SOLE | None | 10,400 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 25,077 | 110,000 | SH | SOLE | None | 110,000 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 471,383 | 6,431,751 | SH | SOLE | None | 6,431,751 | 0 | 0 | |
| CITIGROUP INC | COM | 172967424 | 257,055 | 4,750,600 | SH | SOLE | None | 4,750,600 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 553,005 | 9,532,919 | SH | SOLE | None | 9,532,919 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 390,830 | 4,058,039 | SH | SOLE | None | 4,058,039 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 250,258 | 3,526,247 | SH | SOLE | None | 3,526,247 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 5,219 | 106,100 | SH | SOLE | None | 106,100 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 206,893 | 389,879 | SH | SOLE | None | 389,879 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 181,450 | 344,700 | SH | SOLE | None | 344,700 | 0 | 0 | |
| LABORATORY CRP OF AMER HLDGS | COM | 50540R409 | 443,514 | 4,110,418 | SH | SOLE | None | 4,110,418 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 1,076 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 315,681 | 1,639,304 | SH | SOLE | None | 1,639,304 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 813,264 | 17,508,368 | SH | SOLE | None | 17,508,368 | 0 | 0 | |
| NETEASE INC | SPON ADR | 64110W102 | 2,974 | 30,000 | SH | SOLE | None | 30,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 485,669 | 10,799,847 | SH | SOLE | None | 10,799,847 | 0 | 0 | |
| PHOENIX NEW MEDIA LTD | SPONSORED ADS | 71910C103 | 831 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 462,261 | 6,219,040 | SH | SOLE | None | 6,219,040 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 10,091 | 180,000 | SH | SOLE | None | 180,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 31,004 | 363,000 | SH | SOLE | None | 363,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 437,316 | 4,326,008 | SH | SOLE | None | 4,326,008 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 356,340 | 4,119,063 | SH | SOLE | None | 4,119,063 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 311,032 | 2,759,334 | SH | SOLE | None | 2,759,334 | 0 | 0 | |
| WUXI PHARMATECH CAYMAN INC | SPONS ADR SHS | 929352102 | 4,377 | 130,000 | SH | SOLE | None | 130,000 | 0 | 0 | |