Q2 2023 Holdings
Filed 2023-08-14 | 6 holdings | $49.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $33.2M | 2,237,139 | 66.8% |
| Tdcx Inc | ADS | 87190U100 | $12.9M | 1,629,318 | 25.9% |
| Bright Scholar ED Hldgs LTD(BEDU) | SPON ADS NEW | 109199208 | $1.1M | 933,114 | 2.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $1.0M | 15,730 | 2.1% |
| Canada Goose Hldgs Inc(GOOS) | SHS SUB VTG | 135086106 | $820.5K | 46,097 | 1.7% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $700.3K | 25,256 | 1.4% |