Q1 2018 Holdings
Filed 2018-05-15 | 24 holdings | $38.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bilibili Inc(BILI) | ADS REP SHS Z | 090040106 | $36.4M | 3,307,046 | 95.3% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $221.1K | 1,823,078 | 0.6% |
| RED HAT Inc | COM | 756577102 | $121.2K | 810,785 | 0.3% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $115.4K | 5,493,004 | 0.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $113.8K | 6,847,039 | 0.3% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $106.7K | 3,676,615 | 0.3% |
| ILG Inc | COM | 44967H101 | $91.3K | 2,935,817 | 0.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $90.3K | 497,268 | 0.2% |
| Groupon Inc | COM | 399473107 | $82.2K | 18,938,988 | 0.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $79.1K | 38,000 | 0.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $77.8K | 1,025,496 | 0.2% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $74.9K | 372,515 | 0.2% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $74.7K | 924,457 | 0.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $68.3K | 1,782,565 | 0.2% |
| Ellie MAE Inc | COM | 28849P100 | $66.7K | 725,338 | 0.2% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $61.9K | 1,393,187 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $60.5K | 205,000 | 0.2% |
| Mellanox Technologies LTD | SHS | M51363113 | $51.6K | 708,278 | 0.1% |
| Nuance Communications Inc | COM | 67020Y100 | $50.6K | 3,211,341 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $48.6K | 931,288 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $46.9K | 535,282 | 0.1% |
| Momo Inc | ADR | 60879B107 | $38.8K | 1,038,685 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $29.1K | 364,916 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $19.2K | 400,798 | 0.1% |