Q2 2014 Holdings
Filed 2014-08-14 | 12 holdings | $655.0K | 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 | $151.4K | 810,550 | 23.1% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $70.7K | 2,572,304 | 10.8% |
| Google Inc | CL A | 38259P508 | $50.3K | 85,964 | 7.7% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $50.2K | 1,347,800 | 7.7% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $49.7K | 920,000 | 7.6% |
| Google Inc | CL C | 38259P706 | $49.5K | 85,964 | 7.6% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $48.0K | 1,602,934 | 7.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $45.5K | 242,200 | 6.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $44.8K | 584,308 | 6.8% |
| Mead Johnson Nutrition Co | COM | 582839106 | $42.8K | 459,900 | 6.5% |
| Tarena Intl Inc | ADR | 876108101 | $29.3K | 2,233,297 | 4.5% |
| Hexcel Corp New(HXL) | COM | 428291108 | $22.7K | 554,506 | 3.5% |