Q3 2019 Holdings
Filed 2019-11-06 | 9 holdings | $167.3M | 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 | $130.9M | 782,701 | 78.3% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $35.7M | 810,850 | 21.3% |
| Ishares TR(FXI)Call | CHINA LG-CAP ETF | 464287184 | $207.0K | 5,200,000 | 0.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $123.5K | 2,048,748 | 0.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $108.8K | 2,395,880 | 0.1% |
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $77.2K | 3,978,814 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $75.1K | 800,000 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $73.4K | 662,868 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $61.9K | 2,112,920 | 0.0% |