Q3 2013 Holdings
Filed 2013-11-14 | 16 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $284.1K | 1,830,950 | 21.3% |
| Google Inc | CL A | 38259P508 | $216.4K | 247,064 | 16.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $130.1K | 1,966,008 | 9.8% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $104.6K | 1,495,953 | 7.8% |
| Mead Johnson Nutrition Co | COM | 582839106 | $101.9K | 1,371,900 | 7.6% |
| Micron Technology Inc(MU) | COM | 595112103 | $84.4K | 4,828,697 | 6.3% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $78.3K | 2,014,532 | 5.9% |
| Hexcel Corp New(HXL) | COM | 428291108 | $53.4K | 1,375,607 | 4.0% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $52.4K | 1,911,383 | 3.9% |
| Starbucks Corp(SBUX) | COM | 855244109 | $47.8K | 620,700 | 3.6% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $39.5K | 2,723,337 | 3.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $35.5K | 2,149,782 | 2.7% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $35.0K | 940,957 | 2.6% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $24.6K | 325,000 | 1.8% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $22.8K | 305,000 | 1.7% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $21.9K | 385,000 | 1.6% |