Q1 2018 Holdings
Filed 2018-05-14 | 13 holdings | $71.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $37.7M | 224,500 | 53.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $27.9M | 152,013 | 39.3% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $5.2M | 113,500 | 7.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $112.5K | 6,766,900 | 0.2% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $64.3K | 275,300 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $56.4K | 243,720 | 0.1% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $7.6K | 709,000 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $4.3K | 98,100 | 0.0% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $4.0K | 30,600 | 0.0% |
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $3.1K | 84,200 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $657 | 7,500 | 0.0% |
| TAL ED Group(TAL)Put | SPONSORED ADS | 874080104 | $334 | 9,000 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $307 | 19,900 | 0.0% |