Q2 2014 Holdings
Filed 2014-08-14 | 20 holdings | $78.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Time Warner Inc | COM NEW | 887317303 | $14.1K | 200,000 | 18.0% |
| Soufun Hldgs LTD | ADR | 836034108 | $8.3K | 850,000 | 10.7% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $6.0K | 80,000 | 7.7% |
| Youku Tudou IncCall | SPONSORED ADR | 98742U100 | $6.0K | 250,000 | 7.6% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $6.0K | 250,000 | 7.6% |
| Time Warner Cable Inc | COM | 88732J207 | $5.9K | 40,000 | 7.5% |
| Google Inc | CL A | 38259P508 | $5.8K | 10,000 | 7.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $3.7K | 20,000 | 4.8% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $3.4K | 480,000 | 4.3% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $3.2K | 50,000 | 4.1% |
| Atmel Corp | COM | 049513104 | $2.8K | 300,000 | 3.6% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $2.3K | 40,000 | 2.9% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $2.2K | 65,000 | 2.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.1K | 25,000 | 2.7% |
| Kinder Morgan Inc del | *W EXP 05/25/201 | 49456B119 | $2.1K | 750,000 | 2.7% |
| Restoration Hardware Hldgs I | COM | 761283100 | $1.9K | 20,000 | 2.4% |
| Gogo Inc(GOGO) | COM | 38046C109 | $1.3K | 65,000 | 1.6% |
| Quiksilver Inc | COM | 74838C106 | $782 | 218,500 | 1.0% |
| Opower Inc | COM | 68375Y109 | $189 | 10,000 | 0.2% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $29 | 1,000 | 0.0% |