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 | 85,727 | 520,313 | SH | SOLE | None | 520,313 | 0 | 0 | |
| ALLERGAN INC COM USD0.01 | COM | 125013678 | 716,769 | 3,762,962 | SH | SOLE | None | 3,762,962 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 762,357 | 631,571 | SH | SOLE | None | 631,571 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 698,080 | 6,555,353 | SH | SOLE | None | 6,555,353 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 409,220 | 1,789,487 | SH | SOLE | None | 1,789,487 | 0 | 0 | |
| BAXTER INTERNATIONAL INC | COM | 071813109 | 367,569 | 4,768,052 | SH | SOLE | None | 4,768,052 | 0 | 0 | |
| BLACK KNIGHT INC | COM | 09215C105 | 145,322 | 2,797,337 | SH | SOLE | None | 2,797,337 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 289,045 | 4,487,572 | SH | SOLE | None | 4,487,572 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | 1,406,031 | 4,314,568 | SH | SOLE | None | 4,314,568 | 0 | 0 | |
| CHINA BIOLOGIC PRODUCTS HOLD | COM | 16938C106 | 800 | 10,000 | SH | SOLE | None | 10,000 | 0 | 0 | |
| CIGNA CORP | COM | 125509109 | 968,133 | 4,648,900 | SH | SOLE | None | 4,648,900 | 0 | 0 | |
| COMCAST CORP-NEW | CL A | 20030N101 | 658,830 | 18,605,759 | SH | SOLE | None | 18,605,759 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 921,758 | 11,709,324 | SH | SOLE | None | 11,709,324 | 0 | 0 | |
| DENTSPLY SIRONA INC | COM | 24906P109 | 450,163 | 11,928,003 | SH | SOLE | None | 11,928,003 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 421,708 | 2,564,200 | SH | SOLE | None | 2,564,200 | 0 | 0 | |
| FRANCO-NEVADA CORP | COM | 351858105 | 7,731 | 123,600 | SH | SOLE | None | 123,600 | 0 | 0 | |
| HDFC BANK LTD-ADR | ADR REPS 3 SHS | 40415F101 | 22,584 | 240,000 | SH | SOLE | None | 240,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 626,831 | 5,480,725 | SH | SOLE | None | 5,480,725 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 388,081 | 7,526,783 | SH | SOLE | None | 7,526,783 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 64,316 | 1,459,400 | SH | SOLE | None | 1,459,400 | 0 | 0 | |
| PHILIP MORRIS INTERNATIONAL | COM | 718172109 | 26,990 | 331,000 | SH | SOLE | None | 331,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 535,245 | 7,430,865 | SH | SOLE | None | 7,430,865 | 0 | 0 | |
| STERICYCLE INC | COM | 858912108 | 19,897 | 339,079 | SH | SOLE | None | 339,079 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 765,327 | 3,135,559 | SH | SOLE | None | 3,135,559 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 743,269 | 2,793,824 | SH | SOLE | None | 2,793,824 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 320,959 | 1,648,651 | SH | SOLE | None | 1,648,651 | 0 | 0 | |
| WELLTOWER INC | COM | 95040Q104 | 53,739 | 835,500 | SH | SOLE | None | 835,500 | 0 | 0 | |