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 | 122,651 | 1,695,708 | SH | SOLE | 1,695,708 | 0 | 0 | ||
| Air Products & Chemicals Inc | COM | 009158106 | 37,534 | 234,517 | SH | SOLE | 234,517 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 209,153 | 139,253 | SH | SOLE | 139,253 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 51,444 | 802,682 | SH | SOLE | 802,682 | 0 | 0 | ||
| Centene Corp | COM | 15135B101 | 40,670 | 352,734 | SH | SOLE | 352,734 | 0 | 0 | ||
| Costco Wholesale Corp | COM | 22160K105 | 32,278 | 158,451 | SH | SOLE | 158,451 | 0 | 0 | ||
| Danaher Corp | COM | 235851102 | 85,993 | 833,917 | SH | SOLE | 833,917 | 0 | 0 | ||
| DowDuPont Inc | COM | 26078J100 | 29,174 | 545,509 | SH | SOLE | 545,509 | 0 | 0 | ||
| Duke Energy Corp | COM | 26441C204 | 7,728 | 89,544 | SH | SOLE | 89,544 | 0 | 0 | ||
| Exact Sciences Corp | COM | 30063P105 | 65,358 | 1,035,783 | SH | SOLE | 1,035,783 | 0 | 0 | ||
| FMC Corp | COM | 302491303 | 25,099 | 339,362 | SH | SOLE | 339,362 | 0 | 0 | ||
| Halfmoon Parent Inc | COM | 125523100 | 118,381 | 623,322 | SH | SOLE | 623,322 | 0 | 0 | ||
| Henry Schein Inc | COM | 806407102 | 33,384 | 425,167 | SH | SOLE | 425,167 | 0 | 0 | ||
| Home Depot Inc/The | COM | 437076102 | 68,733 | 400,029 | SH | SOLE | 400,029 | 0 | 0 | ||
| International Flavors & Fragrances Inc | COM | 459506101 | 20,625 | 153,611 | SH | SOLE | 153,611 | 0 | 0 | ||
| Intuitive Surgical Inc | COM | 46120E602 | 19,098 | 39,878 | SH | SOLE | 39,878 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 81,621 | 632,474 | SH | SOLE | 632,474 | 0 | 0 | ||
| LIN Media LLC | COM | G5494J103 | 32,563 | 208,682 | SH | SOLE | 208,682 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 65,774 | 2,771,756 | SH | SOLE | 2,771,756 | 0 | 0 | ||
| Magellan Midstream Partners LP | COM | 559080106 | 1,015 | 17,782 | SH | SOLE | 17,782 | 0 | 0 | ||
| Marriott International Inc/DE | COM | 571903202 | 39,690 | 365,607 | SH | SOLE | 365,607 | 0 | 0 | ||
| Merck & Co Inc | COM | 58933Y105 | 48,776 | 638,351 | SH | SOLE | 638,351 | 0 | 0 | ||
| NIKE Inc | COM | 654106103 | 55,960 | 754,792 | SH | SOLE | 754,792 | 0 | 0 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 52,270 | 151,802 | SH | SOLE | 151,802 | 0 | 0 | ||
| Sherwin-Williams Co/The | COM | 824348106 | 19,440 | 49,408 | SH | SOLE | 49,408 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 60,724 | 387,394 | SH | SOLE | 387,394 | 0 | 0 | ||
| Teladoc Inc | COM | 87918A105 | 10,861 | 219,104 | SH | SOLE | 219,104 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 36,472 | 162,974 | SH | SOLE | 162,974 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 44,261 | 989,288 | SH | SOLE | 989,288 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 121,375 | 487,213 | SH | SOLE | 487,213 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 39,691 | 239,521 | SH | SOLE | 239,521 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 63,195 | 678,421 | SH | SOLE | 678,421 | 0 | 0 | ||