Q1 2020 Holdings
Filed 2020-05-01 | 15 holdings | $128.8M | 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 | $128.0M | 658,337 | 99.4% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $140.1K | 3,285,682 | 0.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $95.2K | 2,048,748 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $73.8K | 892,071 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $71.6K | 2,565,374 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $64.8K | 598,379 | 0.1% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $58.4K | 2,491,934 | 0.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $55.9K | 4,505,114 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $43.9K | 510,380 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $37.1K | 836,729 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $31.1K | 308,400 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $19.1K | 358,493 | 0.0% |
| Spdr SER TR(XHB) | S&P HOMEBUILD | 78464A888 | $16.5K | 552,800 | 0.0% |
| The Realreal Inc(REAL) | COM | 88339P101 | $11.9K | 1,693,800 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $11.5K | 870,498 | 0.0% |