Q1 2019 Holdings
Filed 2019-04-26 | 35 holdings | $23.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $8.5M | 205,684 | 36.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.2M | 281,433 | 30.4% |
| Appian Corp(APPN) | CL A | 03782L101 | $5.0M | 146,307 | 21.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.7M | 50,308 | 11.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $11.5K | 69,863 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.0K | 63,955 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $9.3K | 307,413 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $9.2K | 384,637 | 0.0% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $8.7K | 277,105 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $8.3K | 35,110 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $8.3K | 58,918 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $8.0K | 155,517 | 0.0% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $7.8K | 58,684 | 0.0% |
| Momo Inc | ADR | 60879B107 | $7.8K | 203,043 | 0.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $7.1K | 165,424 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $6.6K | 152,141 | 0.0% |
| Under Armour Inc(UAA) | CL A | 904311107 | $6.3K | 295,848 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $6.2K | 99,750 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.8K | 41,541 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $5.2K | 33,296 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $5.2K | 29,070 | 0.0% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $4.8K | 26,252 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $4.5K | 119,732 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $4.3K | 14,320 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $3.6K | 109,310 | 0.0% |
| Ventas Inc(VTR) | COM | 92276F100 | $3.1K | 48,881 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $3.0K | 58,614 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.9K | 32,267 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $2.4K | 47,787 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.3K | 81,629 | 0.0% |
| China Rapid FIN LTD | SPONSORED ADR | 16953Q105 | $1.6K | 1,482,324 | 0.0% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $1.6K | 26,505 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $1.5K | 20,190 | 0.0% |
| Annaly Cap Mgmt Inc(NLYEUR) | COM | 035710409 | $630 | 63,025 | 0.0% |
| Arcelormittal SA Luxembourg(MT) | NY REGISTRY SH | 03938L203 | $377 | 18,509 | 0.0% |