Q1 2014 Holdings
Filed 2014-05-13 | 24 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $359.6K | 3,414,600 | 14.6% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $187.4K | 2,262,503 | 7.6% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $184.5K | 1,853,161 | 7.5% |
| Ishares(FXI)Call | CHINA LG-CAP ETF | 464287184 | $154.6K | 4,320,000 | 6.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $151.7K | 1,016,089 | 6.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $142.8K | 2,999,600 | 5.8% |
| Colfax Corp | COM | 194014106 | $141.6K | 1,985,339 | 5.7% |
| YUM Brands Inc(YUM) | COM | 988498101 | $129.3K | 1,714,522 | 5.2% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $127.7K | 17,392,715 | 5.2% |
| Fedex Corp(FDX) | COM | 31428X106 | $109.4K | 825,074 | 4.4% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $108.9K | 3,405,900 | 4.4% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $101.2K | 3,250,800 | 4.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $96.9K | 1,915,354 | 3.9% |
| Lululemon Athletica Inc(LULU)Put | COM | 550021109 | $90.6K | 1,723,000 | 3.7% |
| Priceline COM Inc | COM NEW | 741503403 | $80.4K | 67,462 | 3.3% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $75.9K | 1,732,139 | 3.1% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $75.6K | 488,750 | 3.1% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $67.9K | 888,631 | 2.8% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $18.1K | 221,410 | 0.7% |
| Mead Johnson Nutrition Co | COM | 582839106 | $17.4K | 208,930 | 0.7% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $14.7K | 106,702 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $11.9K | 63,714 | 0.5% |
| Sina Corp | ORD | G81477104 | $8.4K | 139,100 | 0.3% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $7.7K | 95,000 | 0.3% |