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 |
| Abbott Laboratories | COM | 002824100 | 147,240 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| AbbVie Inc | COM | 00287Y109 | 67,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Air Products & Chemicals Inc | COM | 009158106 | 82,098 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 532,381 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| Colgate-Palmolive Co | COM | 194162103 | 45,787 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Comcast Corp | COM | 20030N101 | 174,406 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| Walt Disney Co/The | COM | 254687106 | 194,038 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| Dow Chemical Co/The | COM | 260543103 | 81,872 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| Express Scripts Holding Co | COM | 30219G108 | 804,907 | 9,050,000 | SH | SOLE | 9,050,000 | 0 | 0 | ||
| Gilead Sciences Inc | COM | 375558103 | 351,240 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| International Flavors & Fragrances Inc | COM | 459506101 | 153,006 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 353,293 | 3,625,000 | SH | SOLE | 3,625,000 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 235,911 | 7,800,000 | SH | SOLE | 7,800,000 | 0 | 0 | ||
| Marriott International Inc/DE | COM | 571903202 | 195,971 | 2,634,371 | SH | SOLE | 2,634,371 | 0 | 0 | ||
| Monsanto Co | COM | 61166W101 | 53,295 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Potash Corp of Saskatchewan Inc | COM | 73755L107 | 162,593 | 5,250,000 | SH | SOLE | 5,250,000 | 0 | 0 | ||
| Praxair Inc | COM | 74005P104 | 119,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Procter & Gamble Co/The | COM | 742718109 | 107,971 | 1,380,000 | SH | SOLE | 1,380,000 | 0 | 0 | ||
| Henry Schein Inc | COM | 806407102 | 98,111 | 690,340 | SH | SOLE | 690,340 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 210,254 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| Sysco Corp | COM | 871829107 | 72,200 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 198,510 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 155,712 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| Twenty-First Century Fox Inc | COM | 90130A101 | 146,453 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| Valeant Pharmaceuticals International Inc | COM | 91911K102 | 177,720 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 61,740 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 212,790 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||