58 COM INC SPONSORED ADR REP A 31680Q104 9894 150000 SH SOLE NONE 150000 0 0 ALIBABA GROUP HOLDING SPONSORED ADR 01609W102 4876 60000 SH SOLE NONE 60000 0 0 ALPHABET INC CL A 02079K305 451570 580417 SH SOLE NONE 580417 0 0 ALPHABET INC CL C 02079K107 28969 38174 SH SOLE NONE 38174 0 0 AMERICAN EXPRESS CO COM 025816109 489152 7033097 SH SOLE NONE 7033097 0 0 BAXALTA INC COM 07177M103 482161 12353601 SH SOLE NONE 12353601 0 0 BAXTER INTERNATIONAL INC COM 071813109 404113 10592749 SH SOLE NONE 10592749 0 0 COMCAST CORP CL A 20030N101 687945 12191122 SH SOLE NONE 12191122 0 0 CTRIP.COM INTERNATIONAL AMERICAN DEP SHS 22943F100 9266 200000 SH SOLE NONE 200000 0 0 CVS HEALTH CORP COM 126650100 425693 4354029 SH SOLE NONE 4354029 0 0 EXPRESS SCRIPTS HOLDING CO COM 30219G108 291457 3334367 SH SOLE NONE 3334367 0 0 FRANCO-NEVADA CORP COM 351858105 3742 81800 SH SOLE NONE 81800 0 0 HALLIBURTON CO COM 406216101 300126 8816855 SH SOLE NONE 8816855 0 0 HOMEINNS HOTEL GROUP COM 43742E102 683 20000 SH SOLE NONE 20000 0 0 JD.COM INC SPONSORED ADR 47215P106 4840 150000 SH SOLE NONE 150000 0 0 MICROSOFT CORP COM 594918104 629605 11348323 SH SOLE NONE 11348323 0 0 MOODY'S CORP COM 615369105 32811 327000 SH SOLE NONE 327000 0 0 NETEASE INC SPONSORED ADR 64110W102 1812 10000 SH SOLE NONE 10000 0 0 ORACLE CORP COM 68389X105 483159 13226349 SH SOLE NONE 13226349 0 0 QUALCOMM INC COM 747525103 342828 6858614 SH SOLE NONE 6858614 0 0 SCHLUMBERGER LTD COM 806857108 25319 363000 SH SOLE NONE 363000 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 322607 2944300 SH SOLE NONE 2944300 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 515683 22667400 SH SOLE NONE 22667400 0 0 TIME WARNER CABLE COM 88732J207 649537 3499850 SH SOLE NONE 3499850 0 0 UNITEDHEALTH GROUP INC COM 91324P102 578966 4921507 SH SOLE NONE 4921507 0 0 VARIAN MEDICAL SYSTEMS INC COM 92220P105 422881 5233673 SH SOLE NONE 5233673 0 0 WATERS CORP COM 941848103 360890 2681601 SH SOLE NONE 2681601 0 0 YY INC ADS REP COM CL A 98426T106 3123 50000 SH SOLE NONE 50000 0 0