ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 4994 60000 SH SOLE None 60000 0 0 AMER EXPRESS CO COM 025816109 260913 3339900 SH SOLE None 3339900 0 0 AUTOZONE INC COM 053332102 7094 10400 SH SOLE None 10400 0 0 BAIDU INC SPONSORED ADR REP A 056752108 7294 35000 SH SOLE None 35000 0 0 BAXTER INTL INC COM 071813109 458275 6690150 SH SOLE None 6690150 0 0 COMCAST CORP NEW COM 20030N101 632782 11205623 SH SOLE None 11205623 0 0 CVS HEALTH CORP COM 126650100 430761 4173639 SH SOLE None 4173639 0 0 FRANCO NEVADA CORP COM 351858105 5150 106100 SH SOLE None 106100 0 0 GOOGLE INC CL A 38259P508 294839 531529 SH SOLE None 531529 0 0 GOOGLE INC CL C 38259P706 191416 349300 SH SOLE None 349300 0 0 HALLIBURTON CO COM 406216101 277607 6326500 SH SOLE None 6326500 0 0 LABORATORY CRP OF AMER HLDGS COM 50540R409 242736 1925104 SH SOLE None 1925104 0 0 LOCKHEED MARTIN CORP COM 539830109 248741 1225567 SH SOLE None 1225567 0 0 MICROSOFT CORP COM 594918104 689731 16965468 SH SOLE None 16965468 0 0 MOODYS CORP COM 615369105 12850 123800 SH SOLE None 123800 0 0 NETEASE INC SPON ADR 64110W102 3159 30000 SH SOLE None 30000 0 0 ORACLE CORP COM 68389X105 517552 11994247 SH SOLE None 11994247 0 0 QUALCOMM INC COM 747525103 436463 6294540 SH SOLE None 6294540 0 0 RESMED INC COM 761152107 12920 180000 SH SOLE None 180000 0 0 SCHLUMBERGER LTD COM 806857108 30289 363000 SH SOLE None 363000 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 67660 751866 SH SOLE None 751866 0 0 TIME WARNER CABLE COM 88732J207 242206 1616000 SH SOLE None 1616000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 517721 4376708 SH SOLE None 4376708 0 0 VARIAN MEDICAL SYSTEMS INC COM 92220P105 402878 4281833 SH SOLE None 4281833 0 0 WATERS CORP COM 941848103 347019 2791334 SH SOLE None 2791334 0 0 YY INC ADS REPCOM CLA 98426T106 5455 100000 SH SOLE None 100000 0 0