The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 112,836 | 2,114,617 | SH | SOLE | 2,114,617 | 0 | 0 | ||
Air Products & Chemicals Inc | COM | 009158106 | 44,272 | 292,769 | SH | SOLE | 292,769 | 0 | 0 | ||
Amazon.com Inc | COM | 023135106 | 137,492 | 143,019 | SH | SOLE | 143,019 | 0 | 0 | ||
Celgene Corp | COM | 151020104 | 205,031 | 1,406,054 | SH | SOLE | 1,406,054 | 0 | 0 | ||
Colgate-Palmolive Co | COM | 194162103 | 5,748 | 78,903 | SH | SOLE | 78,903 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160K105 | 29,918 | 182,103 | SH | SOLE | 182,103 | 0 | 0 | ||
Danaher Corp | COM | 235851102 | 95,800 | 1,116,808 | SH | SOLE | 1,116,808 | 0 | 0 | ||
DowDuPont Inc | COM | 26078J100 | 28,031 | 404,900 | SH | SOLE | 404,900 | 0 | 0 | ||
Exact Sciences Corp | COM | 30063P105 | 45,487 | 965,350 | SH | SOLE | 965,350 | 0 | 0 | ||
Express Scripts Holding Co | COM | 30219G108 | 242,558 | 3,830,664 | SH | SOLE | 3,830,664 | 0 | 0 | ||
Gilead Sciences Inc | COM | 375558103 | 18,368 | 226,705 | SH | SOLE | 226,705 | 0 | 0 | ||
Henry Schein Inc | COM | 806407102 | 53,514 | 652,694 | SH | SOLE | 652,694 | 0 | 0 | ||
Home Depot Inc/The | COM | 437076102 | 81,601 | 498,908 | SH | SOLE | 498,908 | 0 | 0 | ||
International Flavors & Fragrances Inc | COM | 459506101 | 32,401 | 226,726 | SH | SOLE | 226,726 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 102,526 | 788,602 | SH | SOLE | 788,602 | 0 | 0 | ||
Kraft Heinz Co/The | COM | 500754106 | 37,481 | 483,319 | SH | SOLE | 483,319 | 0 | 0 | ||
LKQ Corp | COM | 501889208 | 124,412 | 3,456,855 | SH | SOLE | 3,456,855 | 0 | 0 | ||
Marriott International Inc/DE | COM | 571903202 | 71,280 | 646,469 | SH | SOLE | 646,469 | 0 | 0 | ||
MEDNAX Inc | COM | 58502B106 | 18,943 | 439,316 | SH | SOLE | 439,316 | 0 | 0 | ||
NIKE Inc | COM | 654106103 | 48,808 | 941,325 | SH | SOLE | 941,325 | 0 | 0 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 40,774 | 189,321 | SH | SOLE | 189,321 | 0 | 0 | ||
Praxair Inc | COM | 74005P104 | 41,588 | 297,611 | SH | SOLE | 297,611 | 0 | 0 | ||
Stryker Corp | COM | 863667101 | 80,751 | 568,588 | SH | SOLE | 568,588 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 35,419 | 187,206 | SH | SOLE | 187,206 | 0 | 0 | ||
TJX Cos Inc | COM | 872540109 | 45,486 | 616,921 | SH | SOLE | 616,921 | 0 | 0 | ||
Tractor Supply Co | COM | 892356106 | 12,516 | 197,762 | SH | SOLE | 197,762 | 0 | 0 | ||
UnitedHealth Group Inc | COM | 91324P102 | 86,715 | 442,762 | SH | SOLE | 442,762 | 0 | 0 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 19,726 | 129,744 | SH | SOLE | 129,744 | 0 | 0 | ||
Wal-Mart Stores Inc | COM | 931142103 | 66,109 | 846,038 | SH | SOLE | 846,038 | 0 | 0 | ||
Walt Disney Co/The | COM | 254687106 | 85,926 | 871,727 | SH | SOLE | 871,727 | 0 | 0 |