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 98,254 716,815 SH   SOLE None 716,815 0 0
ALLERGAN PLC SHS 125013678 501,608 3,752,867 SH   SOLE None 3,752,867 0 0
ALPHABET INC CAP STK CL A 02079K305 505,988 484,218 SH   SOLE None 484,218 0 0
AMERICAN EXPRESS CO COM 025816109 621,673 6,521,956 SH   SOLE None 6,521,956 0 0
BAXTER INTERNATIONAL INC COM 071813109 511,641 7,773,341 SH   SOLE None 7,773,341 0 0
BLACK KNIGHT INC COM 09215C105 173,251 3,844,888 SH   SOLE None 3,844,888 0 0
CERNER CORP COM 156782104 229,895 4,383,959 SH   SOLE None 4,383,959 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,207,187 4,236,190 SH   SOLE None 4,236,190 0 0
CIGNA CORP COM 125523100 846,750 4,458,454 SH   SOLE None 4,458,454 0 0
COMCAST CORP NEW CL A 20030N101 658,623 19,342,818 SH   SOLE None 19,342,818 0 0
COOPER COS INC COM NEW 216648402 140,474 551,962 SH   SOLE None 551,962 0 0
CVS HEALTH CORP COM 126650100 781,279 11,924,281 SH   SOLE None 11,924,281 0 0
DENTSPLY SIRONA INC COM 24906P109 501,322 13,472,775 SH   SOLE None 13,472,775 0 0
FACEBOOK INC CL A 30303M102 530,197 4,044,529 SH   SOLE None 4,044,529 0 0
FRANCO-NEVADA CORP COM 351858105 8,673 123,600 SH   SOLE None 123,600 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 28,488 275,000 SH   SOLE None 275,000 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 859 30,000 SH   SOLE None 30,000 0 0
MICROSOFT CORP COM 594918104 555,483 5,468,971 SH   SOLE None 5,468,971 0 0
NOAH HOLDINGS LTD SPONSORED ADS CL A 65487X102 866 20,000 SH   SOLE None 20,000 0 0
ORACLE CORP COM 68389X105 340,352 7,538,255 SH   SOLE None 7,538,255 0 0
PFIZER INC COM 717081103 26,434 605,600 SH   SOLE None 605,600 0 0
PHILIP MORRIS INTL INC COM 718172109 431,838 6,468,513 SH   SOLE None 6,468,513 0 0
QUALCOMM INC COM 747525103 416,914 7,325,849 SH   SOLE None 7,325,849 0 0
S&P GLOBAL INC COM 78409V104 358,777 2,111,200 SH   SOLE None 2,111,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 652,910 2,917,514 SH   SOLE None 2,917,514 0 0
UNITEDHEALTH GROUP INC COM 91324P102 601,065 2,412,754 SH   SOLE None 2,412,754 0 0
WELLTOWER INC COM 95040Q104 57,992 835,500 SH   SOLE None 835,500 0 0