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 | 75,866 | 408,915 | SH | SOLE | None | 408,915 | 0 | 0 | |
| ALLERGAN INC COM USD0.01 | COM | 125013678 | 622,618 | 3,734,512 | SH | SOLE | None | 3,734,512 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 676,465 | 599,071 | SH | SOLE | None | 599,071 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 1,026,235 | 10,471,785 | SH | SOLE | None | 10,471,785 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 446,752 | 1,838,487 | SH | SOLE | None | 1,838,487 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 653,632 | 8,852,005 | SH | SOLE | None | 8,852,005 | 0 | 0 | |
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 3,382 | 22,000 | SH | SOLE | None | 22,000 | 0 | 0 | |
| BITAUTO HOLDINGS LTD | SPONSORED ADS | 091727107 | 476 | 20,000 | SH | SOLE | None | 20,000 | 0 | 0 | |
| BLACK KNIGHT INC | COM | 09215C105 | 152,644 | 2,850,497 | SH | SOLE | None | 2,850,497 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 274,231 | 4,586,572 | SH | SOLE | None | 4,586,572 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,300,322 | 4,434,781 | SH | SOLE | None | 4,434,781 | 0 | 0 | |
| CHECK POINT SOFTWARE TECH | COM | 010102642 | 217,418 | 2,225,815 | SH | SOLE | None | 2,225,815 | 0 | 0 | |
| CHINA BIOLOGIC PRODUCTS HOLD | COM | 16938C106 | 993 | 10,000 | SH | SOLE | None | 10,000 | 0 | 0 | |
| CIGNA CORP | COM | 125509109 | 751,553 | 4,422,200 | SH | SOLE | None | 4,422,200 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 596,667 | 18,185,525 | SH | SOLE | None | 18,185,525 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 765,149 | 11,890,424 | SH | SOLE | None | 11,890,424 | 0 | 0 | |
| DENTSPLY SIRONA INC | COM | 24906P109 | 441,753 | 10,092,601 | SH | SOLE | None | 10,092,601 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 451,192 | 2,321,900 | SH | SOLE | None | 2,321,900 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 4,454 | 61,000 | SH | SOLE | None | 61,000 | 0 | 0 | |
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 39,908 | 380,000 | SH | SOLE | None | 380,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 808,506 | 8,199,025 | SH | SOLE | None | 8,199,025 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 339,749 | 7,711,045 | SH | SOLE | None | 7,711,045 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 51,024 | 1,406,400 | SH | SOLE | None | 1,406,400 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 692,934 | 12,347,365 | SH | SOLE | None | 12,347,365 | 0 | 0 | |
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 11,040 | 300,000 | SH | SOLE | None | 300,000 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 668,122 | 3,225,459 | SH | SOLE | None | 3,225,459 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 706,991 | 2,881,679 | SH | SOLE | None | 2,881,679 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 328,587 | 1,697,332 | SH | SOLE | None | 1,697,332 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 710 | 8,000 | SH | SOLE | None | 8,000 | 0 | 0 | |
| WELLTOWER INC | COM | 95040Q104 | 51,155 | 816,000 | SH | SOLE | None | 816,000 | 0 | 0 | |
| STERICYCLE INC | DEP PFD A 1/10 | 858912207 | 22,703 | 462,000 | SH | SOLE | None | 462,000 | 0 | 0 | |