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 | 134,730 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Air Products & Chemicals Inc | COM | 009158106 | 78,066 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 141,937 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 550,896 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| Colgate-Palmolive Co | COM | 194162103 | 46,634 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Walt Disney Co/The | COM | 254687106 | 235,905 | 2,245,000 | SH | SOLE | 2,245,000 | 0 | 0 | ||
| Dow Chemical Co/The | COM | 260543103 | 82,368 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| Express Scripts Holding Co | COM | 30219G108 | 791,061 | 9,050,000 | SH | SOLE | 9,050,000 | 0 | 0 | ||
| Gilead Sciences Inc | COM | 375558103 | 303,570 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Home Depot Inc/The | COM | 437076102 | 25,128 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| International Flavors & Fragrances Inc | COM | 459506101 | 167,496 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 372,360 | 3,625,000 | SH | SOLE | 3,625,000 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 231,114 | 7,800,000 | SH | SOLE | 7,800,000 | 0 | 0 | ||
| Marriott International Inc/DE | COM | 571903202 | 176,608 | 2,634,371 | SH | SOLE | 2,634,371 | 0 | 0 | ||
| NIKE Inc | COM | 654106103 | 17,500 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 63,355 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Praxair Inc | COM | 74005P104 | 92,160 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Procter & Gamble Co/The | COM | 742718109 | 109,586 | 1,380,000 | SH | SOLE | 1,380,000 | 0 | 0 | ||
| Henry Schein Inc | COM | 806407102 | 93,386 | 590,340 | SH | SOLE | 590,340 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 204,468 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 226,912 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 170,220 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| Tractor Supply Co | COM | 892356106 | 14,065 | 164,500 | SH | SOLE | 164,500 | 0 | 0 | ||
| Twenty-First Century Fox Inc | COM | 90130A101 | 162,960 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 62,915 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 196,160 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| Allergan plc | COM | G0177J108 | 125,060 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||