Q2 2020 Holdings
Filed 2020-08-12 | 19 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $2.2M | 59,800 | 82.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $261.0K | 600 | 10.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $72.1K | 1,053,926 | 2.8% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $65.4K | 502,078 | 2.5% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $16.3K | 64,433 | 0.6% |
| New Frontier Health Corp | ORD SHS | G6461G106 | $6.3K | 763,584 | 0.2% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $5.3K | 301,811 | 0.2% |
| Kraneshares TR(KWEB)Put | CSI CHI INTERNET | 500767306 | $4.3K | 70,000 | 0.2% |
| Ishares TR(INDA)Put | MSCI INDIA ETF | 46429B598 | $4.1K | 140,000 | 0.2% |
| Ishares Inc(EWZ)Put | MSCI BRAZIL ETF | 464286400 | $4.0K | 140,000 | 0.2% |
| Ishares TR(SOXX)Put | PHLX SEMICND ETF | 464287523 | $3.3K | 12,000 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.8K | 13,660 | 0.1% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $2.1K | 27,653 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.4K | 3,521 | 0.1% |
| NIU Technologies(NIU) | ADS | 65481N100 | $1.1K | 70,800 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $1.1K | 15,100 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 400 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $681 | 3,000 | 0.0% |
| New Frontier Health Corp | *W EXP 11/30/202 | G6461G114 | $82 | 60,000 | 0.0% |