Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $84.5M | 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 | $59.8M | 282,100 | 70.8% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $24.4M | 672,200 | 28.8% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $61.4K | 1,191,300 | 0.1% |
| Msci Inc(MSCI) | COM | 55354G100 | $42.8K | 165,900 | 0.1% |
| Momo Inc | ADR | 60879B107 | $41.9K | 1,250,500 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $40.1K | 330,400 | 0.0% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $32.5K | 918,000 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $31.2K | 338,600 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $25.0K | 745,800 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $8.5K | 210,400 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $3.8K | 212,000 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $2.3K | 191,800 | 0.0% |