Q1 2019 Holdings
Filed 2019-04-17 | 13 holdings | $107.0M | 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 | $77.7M | 425,626 | 72.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $29.0M | 775,732 | 27.1% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $52.4K | 1,200,373 | 0.0% |
| KB Financial Group Inc(KBIA) | SPONSORED ADR | 48241A105 | $47.3K | 1,275,663 | 0.0% |
| Hess Corp(HES) | COM | 42809H107 | $45.1K | 748,887 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $39.9K | 300,244 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $36.4K | 200,440 | 0.0% |
| Alphabet Inc CL C(GOOG) | COM | 02079K107 | $33.1K | 28,211 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $32.6K | 470,980 | 0.0% |
| Textron Inc(TXT) | COM | 883203101 | $27.6K | 544,841 | 0.0% |
| Arconic Inc(ARNCCHF) | COM | 03965L100 | $25.6K | 1,342,147 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $25.3K | 406,735 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $23.9K | 1,259,516 | 0.0% |