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 | 111,737 | 1,957,900 | SH | SOLE | 1,957,900 | 0 | 0 | ||
| Air Products & Chemicals Inc | COM | 009158106 | 44,489 | 271,141 | SH | SOLE | 271,141 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 168,138 | 143,773 | SH | SOLE | 143,773 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 135,863 | 1,301,872 | SH | SOLE | 1,301,872 | 0 | 0 | ||
| Colgate-Palmolive Co | COM | 194162103 | 5,508 | 72,998 | SH | SOLE | 72,998 | 0 | 0 | ||
| Costco Wholesale Corp | COM | 22160K105 | 34,079 | 183,100 | SH | SOLE | 183,100 | 0 | 0 | ||
| Danaher Corp | COM | 235851102 | 95,987 | 1,034,119 | SH | SOLE | 1,034,119 | 0 | 0 | ||
| Walt Disney Co/The | COM | 254687106 | 94,234 | 876,515 | SH | SOLE | 876,515 | 0 | 0 | ||
| DowDuPont Inc | COM | 26078J100 | 28,996 | 407,134 | SH | SOLE | 407,134 | 0 | 0 | ||
| Exact Sciences Corp | COM | 30063P105 | 48,531 | 923,704 | SH | SOLE | 923,704 | 0 | 0 | ||
| Express Scripts Holding Co | COM | 30219G108 | 264,743 | 3,546,932 | SH | SOLE | 3,546,932 | 0 | 0 | ||
| Gilead Sciences Inc | COM | 375558103 | 15,050 | 210,081 | SH | SOLE | 210,081 | 0 | 0 | ||
| Home Depot Inc/The | COM | 437076102 | 87,541 | 461,885 | SH | SOLE | 461,885 | 0 | 0 | ||
| International Flavors & Fragrances Inc | COM | 459506101 | 32,050 | 210,014 | SH | SOLE | 210,014 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 102,019 | 730,167 | SH | SOLE | 730,167 | 0 | 0 | ||
| Kraft Heinz Co/The | COM | 500754106 | 34,803 | 447,572 | SH | SOLE | 447,572 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 130,170 | 3,200,641 | SH | SOLE | 3,200,641 | 0 | 0 | ||
| Marriott International Inc/DE | COM | 571903202 | 81,246 | 598,582 | SH | SOLE | 598,582 | 0 | 0 | ||
| MEDNAX Inc | COM | 58502B106 | 21,742 | 406,854 | SH | SOLE | 406,854 | 0 | 0 | ||
| NIKE Inc | COM | 654106103 | 54,509 | 871,447 | SH | SOLE | 871,447 | 0 | 0 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 42,157 | 175,261 | SH | SOLE | 175,261 | 0 | 0 | ||
| Praxair Inc | COM | 74005P104 | 42,636 | 275,642 | SH | SOLE | 275,642 | 0 | 0 | ||
| Henry Schein Inc | COM | 806407102 | 60,944 | 872,125 | SH | SOLE | 872,125 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 81,525 | 526,511 | SH | SOLE | 526,511 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 43,668 | 571,125 | SH | SOLE | 571,125 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 35,730 | 188,170 | SH | SOLE | 188,170 | 0 | 0 | ||
| Tractor Supply Co | COM | 892356106 | 6,845 | 91,569 | SH | SOLE | 91,569 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 98,141 | 445,163 | SH | SOLE | 445,163 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 18,022 | 120,254 | SH | SOLE | 120,254 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 77,361 | 783,404 | SH | SOLE | 783,404 | 0 | 0 | ||