Q2 2013 Holdings
Filed 2013-08-14 | 16 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Google Inc | CL A | 38259P508 | $253.4K | 287,864 | 21.7% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $216.6K | 2,291,350 | 18.6% |
| Mead Johnson Nutrition Co | COM | 582839106 | $140.0K | 1,766,900 | 12.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $105.2K | 1,599,054 | 9.0% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $84.2K | 2,247,881 | 7.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $77.2K | 5,386,697 | 6.6% |
| Yelp Inc(YELP) | CL A | 985817105 | $66.9K | 1,924,008 | 5.7% |
| Hexcel Corp New(HXL) | COM | 428291108 | $46.8K | 1,375,607 | 4.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $46.1K | 703,700 | 3.9% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $33.3K | 940,957 | 2.9% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $28.5K | 2,723,337 | 2.4% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $24.4K | 2,149,782 | 2.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $19.8K | 325,000 | 1.7% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $19.4K | 1,011,383 | 1.7% |
| Soufun Hldgs LTD | ADR | 836034108 | $3.8K | 151,459 | 0.3% |
| Pactera Technology Intl LTD | SPONSORED ADR | 695255109 | $1.2K | 182,916 | 0.1% |