Q2 2018 Holdings
Filed 2018-08-14 | 15 holdings | $599.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-08-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $105.6K | 2,870,304 | 17.6% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $84.0K | 1,609,934 | 14.0% |
| Huazhu Group LTD(HTHT)A | SPONSORED ADS | 44332N106 | $62.3K | 1,483,444 | 10.4% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $52.7K | 1,352,524 | 8.8% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $44.0K | 1,911,009 | 7.3% |
| EHI CAR Svcs LTD | SPON ADS CL A | 26853A100 | $38.3K | 2,957,154 | 6.4% |
| Momo Inc | ADR | 60879B107 | $38.2K | 878,637 | 6.4% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $34.4K | 3,100,000 | 5.7% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $34.0K | 139,892 | 5.7% |
| Tuniu Corp(TOUR) | SPONSORED ADS CL | 89977P106 | $34.0K | 4,013,163 | 5.7% |
| Jianpu Technology Inc | ADR | 47738D101 | $27.2K | 4,117,708 | 4.5% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $23.0K | 435,301 | 3.8% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $9.5K | 1,275,032 | 1.6% |
| Aerohive Networks Inc(HIVEEUR) | COM | 007786106 | $7.4K | 1,863,083 | 1.2% |
| Sequans Communications S A | SPONSORED ADS | 817323108 | $4.8K | 2,337,042 | 0.8% |