Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $88.7M | 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 | $51.1M | 305,800 | 57.6% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $28.8M | 655,700 | 32.5% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $8.5M | 198,900 | 9.6% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $60.9K | 1,518,800 | 0.1% |
| Momo Inc | ADR | 60879B107 | $46.4K | 1,497,000 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $45.7K | 412,900 | 0.1% |
| Msci Inc(MSCI) | COM | 55354G100 | $37.1K | 170,300 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $27.4K | 934,800 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $23.9K | 361,600 | 0.0% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $19.4K | 663,700 | 0.0% |