Q3 2019 Holdings
Filed 2019-11-14 | 40 holdings | $122.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $76.0M | 454,659 | 62.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $28.4M | 980,948 | 23.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $10.8M | 163,125 | 8.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $6.5M | 35,996 | 5.3% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $90.2K | 813,946 | 0.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $70.7K | 858,172 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $62.4K | 2,923,608 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $43.3K | 932,462 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $36.8K | 185,174 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $23.3K | 93,934 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $22.2K | 162,100 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $18.4K | 308,794 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $16.9K | 258,487 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $15.8K | 130,764 | 0.0% |
| Sina Corp | ORD | G81477104 | $15.7K | 399,361 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $14.4K | 491,134 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $12.8K | 72,033 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $11.9K | 63,486 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $11.8K | 51,200 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $10.1K | 202,472 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $9.2K | 413,040 | 0.0% |
| Cree Inc | COM | 225447101 | $7.5K | 154,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9K | 3,969 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $6.6K | 29,301 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $5.9K | 110,216 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $5.9K | 80,907 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $5.7K | 52,795 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $5.5K | 160,448 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $5.0K | 45,888 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $4.8K | 31,500 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $4.7K | 34,144 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $4.4K | 29,421 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.8K | 20,037 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $1.6K | 50,000 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $1.0K | 53,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $932 | 3,900 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $924 | 9,500 | 0.0% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $632 | 41,275 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $524 | 4,800 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $523 | 4,700 | 0.0% |