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 |
| ALLERGAN INC | COM | 018490102 | 97,713 | 1,080,300 | SH | SOLE | 0 | 1,080,300 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 24,829 | 160,000 | SH | SOLE | 0 | 160,000 | 0 | 0 | |
| BP PLC | SPONSORED ADR | 055622104 | 146,517 | 3,486,000 | SH | SOLE | 0 | 3,486,000 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 167,267 | 3,448,100 | SH | SOLE | 0 | 3,448,100 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 11,672 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| CVS CAREMARK CORP | COM | 126650100 | 248,612 | 4,380,820 | SH | SOLE | 0 | 4,380,820 | 0 | 0 | |
| FRANCO NEVADA CORP | COM | 351858105 | 3,680 | 81,300 | SH | SOLE | 0 | 81,300 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 308,977 | 352,750 | SH | SOLE | 0 | 352,750 | 0 | 0 | |
| LAB CORP AMER HLDG | COM NEW | 50540R409 | 289,524 | 2,920,360 | SH | SOLE | 0 | 2,920,360 | 0 | 0 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 540,067 | 4,234,162 | SH | SOLE | 0 | 4,234,162 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 612,818 | 18,414,000 | SH | SOLE | 0 | 18,414,000 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 14,520 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| NORTHERN TR CORP | COM | 665859104 | 205,494 | 3,778,850 | SH | SOLE | 0 | 3,778,850 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 2,496 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 376,144 | 5,587,400 | SH | SOLE | 0 | 5,587,400 | 0 | 0 | |
| RESMED INC | COM | 761152107 | 5,282 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 32,075 | 363,000 | SH | SOLE | 0 | 363,000 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 15,372 | 195,000 | SH | SOLE | 0 | 195,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 71,430 | 515,000 | SH | SOLE | 0 | 515,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 363,520 | 5,076,380 | SH | SOLE | 0 | 5,076,380 | 0 | 0 | |
| VARIAN MEDICAL SYS | COM | 92220P105 | 212,187 | 2,839,384 | SH | SOLE | 0 | 2,839,384 | 0 | 0 | |
| VCA ANTECH INC | COM | 918194101 | 221,057 | 8,050,143 | SH | SOLE | 0 | 8,050,143 | 0 | 0 | |
| WATERS CORP | COM | 941848103 | 255,720 | 2,407,680 | SH | SOLE | 0 | 2,407,680 | 0 | 0 | |