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 |
| AETNA INC NEW | COM | 00817Y108 | 394,820 | 3,097,599 | SH | SOLE | 3,097,599 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 808,080 | 5,905,719 | SH | SOLE | 5,905,719 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 255,908 | 1,285,451 | SH | SOLE | 1,285,451 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 128,570 | 1,832,789 | SH | SOLE | 1,832,789 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 353,106 | 8,413,291 | SH | SOLE | 8,413,291 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 207,401 | 513,444 | SH | SOLE | 513,444 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125509109 | 472,200 | 2,914,815 | SH | SOLE | 2,914,815 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 845,405 | 5,276,195 | SH | SOLE | 5,276,195 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 102,273 | 1,162,593 | SH | SOLE | 1,162,593 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 784,327 | 11,324,392 | SH | SOLE | 11,324,392 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 162,256 | 2,937,290 | SH | SOLE | 2,937,290 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 48,686 | 273,563 | SH | SOLE | 273,563 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 36,471 | 201,756 | SH | SOLE | 201,756 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 444,087 | 5,530,352 | SH | SOLE | 5,530,352 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 418,619 | 5,764,514 | SH | SOLE | 5,764,514 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 394,851 | 4,968,551 | SH | SOLE | 4,968,551 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 25,231 | 259,975 | SH | SOLE | 259,975 | 0 | 0 | ||
| ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 485,749 | 12,303,668 | SH | SOLE | 12,303,668 | 0 | 0 | ||
| ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 114,064 | 1,395,107 | SH | SOLE | 1,395,107 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 1,477,632 | 2,736,152 | SH | SOLE | 2,736,152 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 597,311 | 1,147,549 | SH | SOLE | 1,147,549 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 613,404 | 3,206,839 | SH | SOLE | 3,206,839 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 1,085,021 | 4,968,956 | SH | SOLE | 4,968,956 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 497,049 | 6,041,685 | SH | SOLE | 6,041,685 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 438,092 | 4,803,641 | SH | SOLE | 4,803,641 | 0 | 0 | ||
| KITE PHARMA INC | COM | 49803L109 | 41,297 | 677,334 | SH | SOLE | 677,334 | 0 | 0 | ||
| LEGG MASON INC | COM | 524901105 | 131,353 | 2,549,058 | SH | SOLE | 2,549,058 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 768,284 | 8,218,696 | SH | SOLE | 8,218,696 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 140,634 | 625,568 | SH | SOLE | 625,568 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 659,582 | 11,780,357 | SH | SOLE | 11,780,357 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 822,991 | 4,311,113 | SH | SOLE | 4,311,113 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 886,403 | 6,391,252 | SH | SOLE | 6,391,252 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 108,496 | 2,531,989 | SH | SOLE | 2,531,989 | 0 | 0 | ||
| RECEPTOS INC | COM | 756207106 | 219,869 | 1,156,900 | SH | SOLE | 1,156,900 | 0 | 0 | ||
| ALLSTATE CORP | COM | 020002101 | 92,977 | 1,433,280 | SH | SOLE | 1,433,280 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 658,590 | 12,818,029 | SH | SOLE | 12,818,029 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 26,929 | 207,527 | SH | SOLE | 207,527 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 102,938 | 458,176 | SH | SOLE | 458,176 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 263,399 | 8,093,383 | SH | SOLE | 8,093,383 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 173,468 | 1,220,743 | SH | SOLE | 1,220,743 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,025,608 | 4,616,738 | SH | SOLE | 4,616,738 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 222,904 | 1,805,186 | SH | SOLE | 1,805,186 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 2,079,345 | 24,625,113 | SH | SOLE | 24,625,113 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM | 966387102 | 290,755 | 8,653,431 | SH | SOLE | 8,653,431 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 2,064,752 | 6,804,034 | SH | SOLE | 6,804,034 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 990,837 | 2,282,561 | SH | SOLE | 2,282,561 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 190,682 | 1,912,946 | SH | SOLE | 1,912,946 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 637,533 | 5,415,671 | SH | SOLE | 5,415,671 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 1,110,395 | 10,726,384 | SH | SOLE | 10,726,384 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 139,253 | 1,418,054 | SH | SOLE | 1,418,054 | 0 | 0 | ||
| PROQR THRAPEUTICS N V | SHS EURO | N71542109 | 9,924 | 595,307 | SH | SOLE | 595,307 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 633,945 | 4,769,014 | SH | SOLE | 4,769,014 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 81,281 | 1,314,809 | SH | SOLE | 1,314,809 | 0 | 0 | ||
| AMERIPRISE FINL INC | COM | 03076C106 | 201,730 | 1,614,743 | SH | SOLE | 1,614,743 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 312,966 | 1,906,701 | SH | SOLE | 1,906,701 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 190,442 | 4,320,377 | SH | SOLE | 4,320,377 | 0 | 0 | ||