Q2 2015 Holdings
Filed 2015-08-13 | 23 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $431.6K | 12,657,818 | 15.6% |
| Kraft Foods Group Inc | COM | 50076Q106 | $225.8K | 2,652,300 | 8.2% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $221.3K | 1,833,853 | 8.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $188.1K | 2,936,964 | 6.8% |
| Allergan PLC | SHS | G0177J108 | $184.3K | 607,260 | 6.7% |
| Sunedison Inc | COM | 86732Y109 | $182.4K | 6,097,949 | 6.6% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $180.9K | 2,289,661 | 6.6% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $160.4K | 722,067 | 5.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $149.7K | 6,726,837 | 5.4% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $139.1K | 3,246,871 | 5.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $138.4K | 2,297,564 | 5.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $123.2K | 886,597 | 4.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $83.2K | 370,450 | 3.0% |
| Whitewave Foods Co | COM | 966244105 | $61.1K | 1,249,848 | 2.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $61.1K | 909,368 | 2.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $42.4K | 470,356 | 1.5% |
| Spdr S&P 500 ETF TR(SPY)Call | TR UNIT | 78462F103 | $41.2K | 200,000 | 1.5% |
| International Flavors&fragra(IFF) | COM | 459506101 | $37.2K | 340,500 | 1.3% |
| Monsanto Co New | COM | 61166W101 | $30.6K | 287,100 | 1.1% |
| Ishares TR(EEM)Call | MSCI EMG MKT ETF | 464287234 | $25.4K | 640,700 | 0.9% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $21.3K | 2,048,400 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.0K | 101,980 | 0.8% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $9.3K | 242,074 | 0.3% |