Q1 2014 Holdings
Filed 2014-05-15 | 11 holdings | $625.9K | 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 | $139.0K | 912,406 | 22.2% |
| Google Inc | CL A | 38259P508 | $93.7K | 84,063 | 15.0% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $64.2K | 1,531,251 | 10.3% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $58.6K | 2,602,707 | 9.4% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $48.9K | 327,200 | 7.8% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $48.3K | 1,683,217 | 7.7% |
| Yelp Inc(YELP) | CL A | 985817105 | $47.4K | 616,329 | 7.6% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $37.5K | 901,828 | 6.0% |
| Mead Johnson Nutrition Co | COM | 582839106 | $37.5K | 451,270 | 6.0% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $26.6K | 947,383 | 4.2% |
| Hexcel Corp New(HXL) | COM | 428291108 | $24.1K | 554,506 | 3.9% |