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 |
| ALLERGAN INC | COM | 018490102 | 253,636 | 1,423,400 | SH | SOLE | None | 1,423,400 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 5,300 | 10,400 | SH | SOLE | None | 10,400 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 40,373 | 185,000 | SH | SOLE | None | 185,000 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 299,417 | 4,171,900 | SH | SOLE | None | 4,171,900 | 0 | 0 | |
| CITIGROUP INC | COM | 172967424 | 251,389 | 4,851,200 | SH | SOLE | None | 4,851,200 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 488,387 | 9,081,204 | SH | SOLE | None | 9,081,204 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 396,855 | 4,986,248 | SH | SOLE | None | 4,986,248 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 224,941 | 3,480,169 | SH | SOLE | None | 3,480,169 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 5,186 | 106,100 | SH | SOLE | None | 106,100 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 212,798 | 361,650 | SH | SOLE | None | 361,650 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 201,874 | 349,650 | SH | SOLE | None | 349,650 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 6,971 | 270,000 | SH | SOLE | None | 270,000 | 0 | 0 | |
| LABORATORY CRP OF AMER HLDGS | COM | 50540R409 | 369,605 | 3,632,485 | SH | SOLE | None | 3,632,485 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 542,250 | 2,966,683 | SH | SOLE | None | 2,966,683 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 874,322 | 18,859,400 | SH | SOLE | None | 18,859,400 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 2,570 | 30,000 | SH | SOLE | None | 30,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 336,508 | 8,790,700 | SH | SOLE | None | 8,790,700 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 462,737 | 6,188,800 | SH | SOLE | None | 6,188,800 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 13,549 | 275,000 | SH | SOLE | None | 275,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 36,913 | 363,000 | SH | SOLE | None | 363,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 508,891 | 5,900,180 | SH | SOLE | None | 5,900,180 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 291,317 | 3,636,010 | SH | SOLE | None | 3,636,010 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 152,809 | 3,069,071 | SH | SOLE | None | 3,069,071 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 274,223 | 2,766,580 | SH | SOLE | None | 2,766,580 | 0 | 0 | |
| WUXI PHARMATECH CAYMAN | SPONS ADR SHS | 929352102 | 3,502 | 100,000 | SH | SOLE | None | 100,000 | 0 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 11,982 | 160,000 | SH | SOLE | None | 160,000 | 0 | 0 | |