Q2 2018 Holdings
Filed 2018-08-13 | 8 holdings | $165.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $165.2M | 890,637 | 99.8% |
| Cognex Corp(CGNX) | COM | 192422103 | $136.9K | 3,069,024 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $73.9K | 1,497,681 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $54.8K | 825,966 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $15.8K | 167,000 | 0.0% |
| Four Seasons ED Cayman Inc | ADR | 35101A101 | $10.3K | 1,900,148 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $2.0K | 13,800 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $329 | 10,000 | 0.0% |