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 | SPONSORED ADS | 01609W102 | 51,192 | 278,915 | SH | SOLE | NONE | 278,915 | 0 | 0 | |
| ALLERGAN INC COM USD0.01 | COM | 125013678 | 667,709 | 3,967,612 | SH | SOLE | NONE | 3,967,612 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 662,910 | 639,171 | SH | SOLE | NONE | 639,171 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 1,119,076 | 11,996,953 | SH | SOLE | NONE | 11,996,953 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 476,609 | 2,135,439 | SH | SOLE | NONE | 2,135,439 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 620,774 | 9,544,502 | SH | SOLE | NONE | 9,544,502 | 0 | 0 | |
| BITAUTO HOLDINGS LTD | SPONSORED ADS | 091727107 | 423 | 20,000 | SH | SOLE | NONE | 20,000 | 0 | 0 | |
| BLACK KNIGHT INC | COM | 09215C105 | 129,355 | 2,746,394 | SH | SOLE | NONE | 2,746,394 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 211,629 | 3,648,772 | SH | SOLE | NONE | 3,648,772 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC | CLASS A | 16119P108 | 834,811 | 2,682,381 | SH | SOLE | NONE | 2,682,381 | 0 | 0 | |
| CHECK POINT SOFTWARE TECH | COM | 010102642 | 461,660 | 4,647,273 | SH | SOLE | NONE | 4,647,273 | 0 | 0 | |
| CHINA LODGING GROUP | SPN ADR | 16949N109 | 5,400 | 41,000 | SH | SOLE | NONE | 41,000 | 0 | 0 | |
| CIGNA CORP | COM | 125509109 | 409,675 | 2,442,323 | SH | SOLE | NONE | 2,442,323 | 0 | 0 | |
| COMCAST CORP NEW | CLASS A | 20030N101 | 1,169,143 | 34,215,473 | SH | SOLE | NONE | 34,215,473 | 0 | 0 | |
| CTRIP COM INTERNATIONAL LTD | AMERICAN DEP SHS | 22943F100 | 13,986 | 300,000 | SH | SOLE | NONE | 300,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 708,069 | 11,381,924 | SH | SOLE | NONE | 11,381,924 | 0 | 0 | |
| DENTSPLY SIRONA INC | COM | 24906P109 | 423,492 | 8,417,655 | SH | SOLE | NONE | 8,417,655 | 0 | 0 | |
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 224,075 | 3,243,707 | SH | SOLE | NONE | 3,243,707 | 0 | 0 | |
| FACEBOOK INC | CLASS A | 30303M102 | 368,396 | 2,305,500 | SH | SOLE | NONE | 2,305,500 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 4,172 | 61,000 | SH | SOLE | NONE | 61,000 | 0 | 0 | |
| HDFC BANK LTD | ADR REOS 3 SHS | 40415F101 | 24,692 | 250,000 | SH | SOLE | NONE | 250,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 797,310 | 8,735,725 | SH | SOLE | NONE | 8,735,725 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 346,522 | 7,574,245 | SH | SOLE | NONE | 7,574,245 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 49,913 | 1,406,400 | SH | SOLE | NONE | 1,406,400 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 717,397 | 12,947,065 | SH | SOLE | NONE | 12,947,065 | 0 | 0 | |
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 30,043 | 810,000 | SH | SOLE | NONE | 810,000 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 719,567 | 3,485,259 | SH | SOLE | NONE | 3,485,259 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 650,427 | 3,039,379 | SH | SOLE | NONE | 3,039,379 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 390,508 | 1,965,811 | SH | SOLE | NONE | 1,965,811 | 0 | 0 | |
| WELLTOWER INC | COM | 95040Q104 | 44,415 | 816,000 | SH | SOLE | NONE | 816,000 | 0 | 0 | |
| STERICYCLE INC | DEP PFD A 1/10 | 858912207 | 20,905 | 462,000 | SH | SOLE | NONE | 462,000 | 0 | 0 | |