Q1 2014 Holdings
Filed 2014-05-08 | 10 holdings | $168.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Halliburton Co(HAL) | COM | 406216101 | $54.3K | 921,800 | 32.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $36.7K | 1,216,782 | 21.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $24.6K | 308,900 | 14.6% |
| New Oriental ED & Tech GRP I | SPONSORED ADR | 647581107 | $20.9K | 711,500 | 12.4% |
| Snap on Inc(SNA) | COM | 833034101 | $9.7K | 85,200 | 5.7% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $7.9K | 274,900 | 4.7% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $6.1K | 23,300 | 3.6% |
| Wuxi Pharmatech Cayman Inc | SPONSORED ADR SHS | 929352102 | $5.9K | 160,100 | 3.5% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $1.7K | 6,400 | 1.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $633 | 31,600 | 0.4% |