Q3 2018 Holdings
Filed 2018-11-14 | 14 holdings | $102.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $26.2K | 554,235 | 25.7% |
| Intelsat S A | COM | L5140P101 | $20.6K | 687,295 | 20.2% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $16.3K | 218,066 | 16.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $14.4K | 611,651 | 14.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $7.1K | 58,650 | 6.9% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $4.7K | 40,120 | 4.6% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $3.5K | 24,304 | 3.4% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $1.6K | 12,404 | 1.6% |
| Momo Inc | ADR | 60879B107 | $1.5K | 35,319 | 1.5% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $1.5K | 72,840 | 1.4% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $1.4K | 140,000 | 1.4% |
| SEA LTD(SE) | ADR | 81141R100 | $1.4K | 100,000 | 1.4% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $1.0K | 35,000 | 1.0% |
| Flexion Therapeutics Inc | COM | 33938J106 | $695 | 37,145 | 0.7% |