The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMGEN INC COM 031162100 43,540 252,800 SH   SOLE   252,800 0 0
ATHENE HLDG LTD CL A G0684D107 528 10,635 SH   SOLE   10,635 0 0
BANK AMER CORP COM 060505104 274,420 11,311,627 SH   SOLE   11,311,627 0 0
ELECTRONIC ARTS INC COM 285512109 2,090 19,765 SH   SOLE   19,765 0 0
GILEAD SCIENCES INC COM 375558103 43,990 621,500 SH   SOLE   621,500 0 0
JPMORGAN CHASE & CO COM 46625H100 114,929 1,257,431 SH   SOLE   1,257,431 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS v5633w109 6,542 195,000 SH   SOLE   195,000 0 0
MERCK & CO INC COM 58933Y105 42,472 662,700 SH   SOLE   662,700 0 0
MICROSOFT CORP COM 594918104 2,440 35,400 SH   SOLE   35,400 0 0
MONSANTO CO NEW COM 61166W101 61,208 517,138 SH   SOLE   517,138 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 2,738 30,588 SH   SOLE   30,588 0 0
SALESFORCE COM INC COM 79466L302 2,479 28,630 SH   SOLE   28,630 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,339 82,535 SH   SOLE   82,535 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,519 12,439 SH   SOLE   12,439 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 16,396 947,771 SH   SOLE   947,771 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 52,352 2,371,000 SH   SOLE   2,371,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,412 45,700 SH   SOLE   45,700 0 0