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 | 124,464 | 1,696,621 | SH | SOLE | 1,696,621 | 0 | 0 | ||
Air Products & Chemicals Inc | COM | 009158106 | 39,213 | 234,740 | SH | SOLE | 234,740 | 0 | 0 | ||
Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 14,779 | 168,864 | SH | SOLE | 168,864 | 0 | 0 | ||
Amazon.com Inc | COM | 023135106 | 249,868 | 124,747 | SH | SOLE | 124,747 | 0 | 0 | ||
Celgene Corp | COM | 151020104 | 100,969 | 1,128,271 | SH | SOLE | 1,128,271 | 0 | 0 | ||
Centene Corp | COM | 15135B101 | 51,100 | 352,951 | SH | SOLE | 352,951 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160K105 | 37,236 | 158,530 | SH | SOLE | 158,530 | 0 | 0 | ||
Danaher Corp | COM | 235851102 | 90,659 | 834,340 | SH | SOLE | 834,340 | 0 | 0 | ||
DowDuPont Inc | COM | 26078J100 | 35,103 | 545,850 | SH | SOLE | 545,850 | 0 | 0 | ||
Exact Sciences Corp | COM | 30063P105 | 81,777 | 1,036,202 | SH | SOLE | 1,036,202 | 0 | 0 | ||
Express Scripts Holding Co | COM | 30219G108 | 292,063 | 3,074,029 | SH | SOLE | 3,074,029 | 0 | 0 | ||
FMC Corp | COM | 302491303 | 29,606 | 339,599 | SH | SOLE | 339,599 | 0 | 0 | ||
Henry Schein Inc | COM | 806407102 | 35,916 | 422,395 | SH | SOLE | 422,395 | 0 | 0 | ||
Home Depot Inc/The | COM | 437076102 | 82,896 | 400,174 | SH | SOLE | 400,174 | 0 | 0 | ||
International Flavors & Fragrances Inc | COM | 459506101 | 21,378 | 153,667 | SH | SOLE | 153,667 | 0 | 0 | ||
Intuitive Surgical Inc | COM | 46120E602 | 12,000 | 20,907 | SH | SOLE | 20,907 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 87,433 | 632,795 | SH | SOLE | 632,795 | 0 | 0 | ||
LKQ Corp | COM | 501889208 | 87,828 | 2,773,199 | SH | SOLE | 2,773,199 | 0 | 0 | ||
Marriott International Inc/DE | COM | 571903202 | 44,215 | 334,886 | SH | SOLE | 334,886 | 0 | 0 | ||
Merck & Co Inc | COM | 58933Y105 | 31,418 | 442,881 | SH | SOLE | 442,881 | 0 | 0 | ||
NIKE Inc | COM | 654106103 | 63,978 | 755,174 | SH | SOLE | 755,174 | 0 | 0 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 52,760 | 151,906 | SH | SOLE | 151,906 | 0 | 0 | ||
Praxair Inc | COM | 74005P104 | 38,366 | 238,699 | SH | SOLE | 238,699 | 0 | 0 | ||
Sherwin-Williams Co/The | COM | 824348106 | 22,474 | 49,370 | SH | SOLE | 49,370 | 0 | 0 | ||
Stryker Corp | COM | 863667101 | 68,910 | 387,831 | SH | SOLE | 387,831 | 0 | 0 | ||
Teladoc Inc | COM | 87918A105 | 18,918 | 219,092 | SH | SOLE | 219,092 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 39,805 | 163,082 | SH | SOLE | 163,082 | 0 | 0 | ||
TJX Cos Inc | COM | 872540109 | 55,447 | 494,978 | SH | SOLE | 494,978 | 0 | 0 | ||
UnitedHealth Group Inc | COM | 91324P102 | 129,654 | 487,349 | SH | SOLE | 487,349 | 0 | 0 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 46,177 | 239,582 | SH | SOLE | 239,582 | 0 | 0 | ||
Wal-Mart Stores Inc | COM | 931142103 | 63,736 | 678,696 | SH | SOLE | 678,696 | 0 | 0 | ||
Walt Disney Co/The | COM | 254687106 | 88,827 | 759,592 | SH | SOLE | 759,592 | 0 | 0 |