Q3 2020 Holdings
Filed 2020-11-17 | 17 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $1.6M | 38,000 | 77.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $272.0K | 925 | 13.5% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $106.4K | 711,721 | 5.3% |
| NIU Technologies(NIU) | ADS | 65481N100 | $21.4K | 1,112,086 | 1.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $18.5K | 243,841 | 0.9% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $10.0K | 231,378 | 0.5% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $6.5K | 71,933 | 0.3% |
| New Frontier Health Corp | ORD SHS | G6461G106 | $5.6K | 738,584 | 0.3% |
| Kraneshares TR(KWEB)Put | CSI CHI INTERNET | 500767306 | $3.1K | 45,000 | 0.2% |
| Ishares TR(SOXX)Put | PHLX SEMICND ETF | 464287523 | $3.0K | 10,000 | 0.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $1.9K | 12,200 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $875 | 4,160 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $750 | 8,100 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $738 | 1,521 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $334 | 2,400 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $315 | 100 | 0.0% |
| New Frontier Health Corp | *W EXP 11/30/202 | G6461G114 | $106 | 60,000 | 0.0% |