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 | 240,868 | 1,423,400 | SH | SOLE | 0 | 1,423,400 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 5,577 | 10,400 | SH | SOLE | 0 | 10,400 | 0 | 0 | |
| BAXTER INTL INC | COM | 071813109 | 264,314 | 3,655,800 | SH | SOLE | 0 | 3,655,800 | 0 | 0 | |
| CITIGROUP INC | COM | 172967424 | 228,492 | 4,851,200 | SH | SOLE | 0 | 4,851,200 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 379,335 | 7,066,604 | SH | SOLE | 0 | 7,066,604 | 0 | 0 | |
| CVS CAREMARK CORPORATION | COM | 126650100 | 375,814 | 4,986,248 | SH | SOLE | 0 | 4,986,248 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 209,924 | 3,480,169 | SH | SOLE | 0 | 3,480,169 | 0 | 0 | |
| FRANCO NEVADA CORP | COM | 351858105 | 6,084 | 106,100 | SH | SOLE | 0 | 106,100 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 211,446 | 361,650 | SH | SOLE | 0 | 361,650 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 202,470 | 351,950 | SH | SOLE | 0 | 351,950 | 0 | 0 | |
| HOME INNS & HOTELS MGMT INC | SPON ADR | 43713W107 | 685 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 1,425 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 372,171 | 3,634,485 | SH | SOLE | 0 | 3,634,485 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 549,988 | 3,421,810 | SH | SOLE | 0 | 3,421,810 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 786,858 | 18,869,500 | SH | SOLE | 0 | 18,869,500 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 356,287 | 8,790,700 | SH | SOLE | 0 | 8,790,700 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 3,682 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 490,565 | 6,194,000 | SH | SOLE | 0 | 6,194,000 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 11,392 | 225,000 | SH | SOLE | 0 | 225,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 42,816 | 363,000 | SH | SOLE | 0 | 363,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 474,516 | 5,804,480 | SH | SOLE | 0 | 5,804,480 | 0 | 0 | |
| VARIAN MED SYS INC | COM | 92220P105 | 253,752 | 3,052,107 | SH | SOLE | 0 | 3,052,107 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 151,191 | 3,085,524 | SH | SOLE | 0 | 3,085,524 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 5,632 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 289,328 | 2,770,280 | SH | SOLE | 0 | 2,770,280 | 0 | 0 | |
| ZHAOPIN LTD | SPONSORED ADR | 98954L103 | 1,151 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |