The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 SPONSORED ADS 01609W102 17,984 170,000 SH   SOLE None 170,000 0 0
ALPHABET INC CAP STK CL A 02079K305 639,898 795,834 SH   SOLE None 795,834 0 0
ALPHABET INC CAP STK CL C 02079K107 5,258 6,764 SH   SOLE None 6,764 0 0
AMERICAN EXPRESS CO COM 025816109 519,829 8,117,249 SH   SOLE None 8,117,249 0 0
BAIDU INC SPON ADR REP A 056752108 329,841 1,811,617 SH   SOLE None 1,811,617 0 0
BAXTER INTERNATIONAL INC COM 071813109 442,163 9,289,142 SH   SOLE None 9,289,142 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 884,534 3,276,415 SH   SOLE None 3,276,415 0 0
CHECK POINT SOFTWARE TECH COM 010102642 6,845 88,200 SH   SOLE None 88,200 0 0
COMCAST CORP NEW CL A 20030N101 853,584 12,866,801 SH   SOLE None 12,866,801 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,356 115,000 SH   SOLE None 115,000 0 0
CVS HEALTH CORP COM 126650100 464,913 5,224,327 SH   SOLE None 5,224,327 0 0
DENTSPLY SIRONA INC COM 24906P109 322,849 5,432,428 SH   SOLE None 5,432,428 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G108 437,152 6,198,106 SH   SOLE None 6,198,106 0 0
FRANCO-NEVADA CORP COM 351858105 2,550 36,500 SH   SOLE None 36,500 0 0
HALLIBURTON CO COM 406216101 406,670 9,061,267 SH   SOLE None 9,061,267 0 0
MICROSOFT CORP COM 594918104 515,760 8,954,162 SH   SOLE None 8,954,162 0 0
MOMO INC ADR 60879B107 450 20,000 SH   SOLE None 20,000 0 0
MOODY'S CORP COM 615369105 13,340 123,200 SH   SOLE None 123,200 0 0
MOR STA-CW18 HANGZHOU ROBA COM 61765K300 928 150,000 SH   SOLE None 150,000 0 0
NETEASE INC SPONSORED ADR 64110W102 2,600 10,800 SH   SOLE None 10,800 0 0
ORACLE CORP COM 68389X105 544,786 13,869,294 SH   SOLE None 13,869,294 0 0
PFIZER INC COM 717081103 64,990 1,918,800 SH   SOLE None 1,918,800 0 0
SCHLUMBERGER LTD COM 806857108 28,546 363,000 SH   SOLE None 363,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 2,833 14,612 SH   SOLE None 14,612 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 675,782 22,091,598 SH   SOLE None 22,091,598 0 0
TAL EDUCATION GROUP ADS REPSTG COM 874080104 1,063 15,000 SH   SOLE None 15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 623,245 4,451,748 SH   SOLE None 4,451,748 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 533,505 5,360,244 SH   SOLE None 5,360,244 0 0
WATERS CORP COM 941848103 406,744 2,566,367 SH   SOLE None 2,566,367 0 0
WELLTOWER INC COM 95040Q104 39,501 528,300 SH   SOLE None 528,300 0 0
STERICYCLE INC DEP PFD A 1/10 858912207 29,821 450,000 SH   SOLE None 450,000 0 0