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 | 5,391 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 761,339 | 3,186,586 | SH | SOLE | 3,186,586 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 740,369 | 873,283 | SH | SOLE | 873,283 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,851 | 5,848 | SH | SOLE | 5,848 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 707,617 | 8,944,727 | SH | SOLE | 8,944,727 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 428,473 | 2,483,611 | SH | SOLE | 2,483,611 | 0 | 0 | ||
| BAXTER INTERNATIONAL INC | COM | 071813109 | 516,098 | 9,951,759 | SH | SOLE | 9,951,759 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 186,725 | 3,172,900 | SH | SOLE | 3,172,900 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | 1,172,276 | 3,581,436 | SH | SOLE | 3,581,436 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH | COM | 010102642 | 411,525 | 4,008,617 | SH | SOLE | 4,008,617 | 0 | 0 | ||
| CHINA BIOLOGIC PRODUCTS INC | COM | 16938C106 | 2,003 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 1,089,530 | 28,984,560 | SH | SOLE | 28,984,560 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 594,465 | 7,572,808 | SH | SOLE | 7,572,808 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 377,359 | 6,043,539 | SH | SOLE | 6,043,539 | 0 | 0 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 477,210 | 7,240,323 | SH | SOLE | 7,240,323 | 0 | 0 | ||
| FRANCO-NEVADA CORP | COM | 351858105 | 3,996 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| GRIDSUM HOLDING INC | ADR REPSG CL B | 398132100 | 266 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 625,167 | 9,492,366 | SH | SOLE | 9,492,366 | 0 | 0 | ||
| MOODY'S CORP | COM | 615369105 | 13,803 | 123,200 | SH | SOLE | 123,200 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 678,137 | 15,201,450 | SH | SOLE | 15,201,450 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 54,510 | 1,593,400 | SH | SOLE | 1,593,400 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 2,546 | 14,612 | SH | SOLE | 14,612 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR | SPONSORED ADR | 874039100 | 762,541 | 23,219,882 | SH | SOLE | 23,219,882 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 175,795 | 1,144,500 | SH | SOLE | 1,144,500 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 802,335 | 4,891,989 | SH | SOLE | 4,891,989 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 377,311 | 2,413,863 | SH | SOLE | 2,413,863 | 0 | 0 | ||
| WELLTOWER INC | COM | 95040Q104 | 56,160 | 793,000 | SH | SOLE | 793,000 | 0 | 0 | ||
| STERICYCLE INC | DEP PFD A 1/10 | 858912207 | 53,090 | 742,000 | SH | SOLE | 742,000 | 0 | 0 | ||